Form 990 for tax year 2024
Filed by PLUMBERS & STEAMFITTERS LOCAL 131 HEALTH & WELFARE FUND.
Totals
- Total revenue
- $6,888,103
- Total expenses
- $7,920,577
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $4,629,693
- Investment income
- $754,423
- Other revenue
- $1,503,987
- Total assets, end of year
- $10,742,057
- Total liabilities, end of year
- $392,186
- Net assets or fund balances, end of year
- $10,349,871
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: EMPLOYER CONTRIBUTIONS
total $4,264,881 · related or exempt $4,264,881
-
2b · Program service revenue: EMPLOYEE CONTRIBUTIONS
total $364,812 · related or exempt $364,812
-
3 · Investment income
total $290,396 · excluded $290,396
-
7a · Gross sales of assets other than inventory
securities $1,900,000
-
7b · Less cost or other basis and sales expenses
securities $1,435,973
-
7c · Gain or loss
securities $464,027
-
7d · Net gain or loss
total $464,027 · excluded $464,027
-
11a · Other revenue: BENEFITS RECOVERED - SL REIMBURSE
total $1,066,906 · related or exempt $1,066,906
-
11b · Other revenue: PRESCRIPTION REIMBURSEMENT
total $397,819 · related or exempt $397,819
-
11c · Other revenue: ACTUARY REIMBURSEMENT
total $20,000 · related or exempt $20,000
-
11d · All other revenue
total $19,262 · related or exempt $19,262
-
11e · Other revenue, total
$1,503,987
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $7,367,326
-
11b · Fees: legal
total $40,919
-
11c · Fees: accounting
total $16,718
-
11f · Fees: investment management
total $6,292
-
11g · Fees: other
total $439,835
-
13 · Office expenses
total $5,472
-
14 · Information technology
total $631
-
19 · Conferences, conventions and meetings
total $938
-
21 · Payments to affiliates
total $24,755
-
23 · Insurance
total $17,691
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,132,082 · end of year $212,381
-
4 · Accounts receivable
beginning of year $755,712 · end of year $1,689,894
-
9 · Prepaid expenses and deferred charges
beginning of year $4,375 · end of year $4,375
-
11 · Investments: publicly traded securities
beginning of year $9,881,547 · end of year $8,835,407
-
17 · Accounts payable and accrued expenses
beginning of year $89,436 · end of year $23,832
-
19 · Deferred revenue
beginning of year $3,154 · end of year $3,154
-
25 · Other liabilities
beginning of year $403,100 · end of year $365,200
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $11,278,026 · end of year $10,349,871
Mission and programs · 2024
Mission
PROVIDE HEALTH AND WELFARE BENEFITS
-
THE FUND PROVIDES SURGERY, HOSPITALIZATION, LIFE INSURANCE, MAJOR MEDICAL, DISABILITY AND OTHER HEALTH BENEFITS FOR ELIGIBLE MEMBERS AND DEPENDENTS.
As filed on the 2024 return.
Listed in Part VII
-
David PelletierDAVID PELLETIER
UNION TRUSTEE
- Total calculated
- $133,777
- From this org
- $0
- From related orgs
- $133,777
- Other
- $0
- Hours/week
- 1 + 40 related
-
Steven LachanceSTEVEN LACHANCE
UNION TRUSTEE
- Total calculated
- $132,477
- From this org
- $0
- From related orgs
- $132,477
- Other
- $0
- Hours/week
- 1 + 40 related
-
Lauren CampbellLAUREN CAMPBELL
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
John DohertyJOHN DOHERTY
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Sean R DohertySEAN R DOHERTY
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Richard HansellRICHARD HANSELL
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Eric BerryERIC BERRY
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Greg RogersGREG ROGERS
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
PLUMBERS AND STEAMFITTERS LOCAL 131 ANNUITY
401(A) · PENSION · CT
-
PLUMBERS AND STEAMFITTERS LOCAL 131
501(C)(5) · LABOR UNION · NH
-
PLUMBERS AND STEAMFITTERS LOCAL 131 PENSION PLAN
401(A) · PENSION · CT
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
ALLIED POWER SERVICES
-
AMERICAN REFRIG CO INC
-
BUY-IN
-
JC CANNISTRARO LLC
-
CCB INC
-
CFMVR TESCO LLC
-
CLIMATE PROS LLC
-
DAY & ZIMMERMAN NPS
-
DYNAMIC SYSTEMS INC
-
FEDERAL PIPING COMPANY INC
-
GRANITE MECHANICAL INC
-
HARRY GRODSKY & CO INC
-
HONEYWELL INC
-
HVAC UNLIMITED
-
JOHNSON CONTROLS INC
-
NORTHERN PEABODY INC MANCHSTR
-
NORTHEASTERN MECHANICAL
-
RTH MECHANICAL CONTRACTORSINC
-
SIEMENS INDUSTRY INC
-
TUCKER COMPANY
-
THOMAS G GALLAGHER INC
-
WESTINGHOUSE ELECTRIC CORP
-
WILER PLUMBING
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 12 August 2026
- IRS schema version
- 2024v5.5
- Source object
- 202632249349302118
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