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← PLUMBERS & STEAMFITTERS 486 MEDICAL FUND

Form 990 for tax year 2023

Filed by PLUMBERS & STEAMFITTERS 486 MEDICAL FUND.

Totals

Total revenue
$26,480,351
Total expenses
$25,757,200
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$25,791,267
Investment income
$688,632
Other revenue
$452
Total assets, end of year
$40,195,323
Total liabilities, end of year
$863,806
Net assets or fund balances, end of year
$39,331,517
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 $24,296,691 · related or exempt $24,296,691

  • 2b · Program service revenue: EMPLOYEE SELF PAYMENTS

    total $1,494,576 · related or exempt $1,494,576

  • 3 · Investment income

    total $1,018,552 · excluded $1,018,552

  • 7a · Gross sales of assets other than inventory

    securities $8,216,069

  • 7b · Less cost or other basis and sales expenses

    securities $8,545,989

  • 7c · Gain or loss

    securities -$329,920

  • 7d · Net gain or loss

    total -$329,920 · excluded -$329,920

  • 11a · Other revenue: MISCELLANEOUS

    total $452 · related or exempt $452

  • 11e · Other revenue, total

    $452

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $24,154,177

  • 5 · Compensation of officers, directors and key employees

    total $36,289

  • 11a · Fees: management

    total $376,980

  • 11b · Fees: legal

    total $81,480

  • 11c · Fees: accounting

    total $20,300

  • 11f · Fees: investment management

    total $104,747

  • 11g · Fees: other

    total $70,600

  • 13 · Office expenses

    total $14,939

  • 19 · Conferences, conventions and meetings

    total $31,675

  • 23 · Insurance

    total $6,006

  • 24a · Other expenses: PPO FEES

    total $482,918

  • 24b · Other expenses: UTLIZATION AND REVIEW

    total $301,414

  • 24c · Other expenses: OTHER

    total $75,675

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,108,038 · end of year $2,446,731

  • 2 · Savings and temporary cash investments

    beginning of year $2,239,583 · end of year $2,546,546

  • 4 · Accounts receivable

    beginning of year $4,382,413 · end of year $4,391,874

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,532

  • 11 · Investments: publicly traded securities

    beginning of year $21,827,921 · end of year $22,314,067

  • 12 · Investments: other securities

    beginning of year $9,022,355 · end of year $8,496,105

  • 17 · Accounts payable and accrued expenses

    beginning of year $540,802 · end of year $863,806

  • 29 · Capital stock, trust principal or current funds

    beginning of year $38,044,040 · end of year $39,331,517

  • 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 $0 · end of year $0

Mission and programs · 2023

Mission

PROVIDE MEDICAL BENEFITS TO MEMBERS.

  • THE FUND PROVIDES ACCIDENT, MEDICAL AND HOSPITALIZATION BENEFITS ON A SELF-INSURED BASIS TO ELIGIBLE PARTICIPANTS EMPLOYED BY CONTRIBUTING EMPLOYERS.

As filed on the 2023 return.

Listed in Part VII

  • Pasquale Petrovia

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Eric Eckstein

    TRUSTEE

    Total calculated
    $13,034
    From this org
    $13,034
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Kenneth Kahl

    TRUSTEE

    Total calculated
    $14,574
    From this org
    $14,574
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 40 related

  • Anthony George

    TRUSTEE

    Total calculated
    $8,234
    From this org
    $8,234
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Charles Daniel

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kari Cordell

    TRUSTEE

    Total calculated
    $10,425
    From this org
    $10,425
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Lauren Elek

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Rodney Horton

    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.

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • ADVANCE SYSTEMS LLC

  • BEL AIR MECHANICAL LLC

  • BILL BRIDGES ENTERPRISES

  • BORLIE MECHANICAL CONTRACTING

  • CLIMATE PROS LLC

  • CONTROL SOURCES LLC

  • DE ASSET OPERATIONS LLC

  • EXCEL MECHANICAL CONTRACTORS LLC

  • GENERAL & MECHANICAL SERVICES LLC

  • H&D MECHANICAL LLC

  • KBRWYLE TECHNOLOGY SOLUTIONS LLC

  • KOEPPER WELDING LLC

  • NAC MECHANICAL SERVICES LLC

  • NS & ASSOCIATES LLC

  • PLATINUM SERVICES LLC

  • RIG CONSTRUCTION LLC

  • STOKES MECHANICAL LLC

  • TRADE-MARK INDUSTRIAL LLC

  • WELCH AND RUSHE LLC

  • YANDLE TUBES LLC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • ACTION ELECTRIC CO INC

  • ADJ SHEET METAL INC

  • AECON-WACHS TECHNICAL SERVICES

  • AL GLEESON ELECTRICAL CO INC MECH DIVISION

  • ALL MECHANICAL AND PLUMBING

  • AMERICAN COMBUSTION INDUSTRIES INC

  • ARCTIC REFRIGERATION INC

  • BALTIMORE-DC METRO BUILDING TRADES COUNCIL

  • BAY AREA MECHANICAL SERVICES INC

  • BBR MECHANICAL SERVICES INC

  • BERNWARD MECHANICAL & CONSTRUCTION

  • BMC SERVICES

  • BOWEN ENGINEERING CORPORATION

  • CALVERT CONTROLS INC

  • CAPITOL REFRIGERATION INC

  • CARRIER CORPORATION

  • CHRISTIANA MECHANICAL INC

  • CKN HEATING & COOLING INC

  • CLOUD INC

  • COMBUSTIONEER CORPORATION

  • COMPLETE MECHANICAL SOLUTIONS

  • CONTROL SYSTEMS INC

  • COVERT'S WELDING INC

  • CROCKETT FACILITIES SERVICES

  • CRW MECHANICAL INC

  • CUSHMAN & WAKEFIELD

  • CUSTOM MECHANICAL SERVICES INC

  • DAY AND ZIMMERMAN NPSINC

  • DECA INC

  • DENVER-ELEK INC

  • DNA MECHANICAL

  • DYNASTICS INC

  • E CENTRAL IL PIPE TRADES

  • ELECTRICAL AUTOMATION SERVICES INC

  • ENGINUITY - CHANGED TO AINSWORTH

  • FACILITY ENGINEERING SERVICES CORP

  • FAZIO MECHANICAL SERVICES

  • FLO-TRON CONTRACTING INC

  • FRANK LILL & SON INC

  • GEORGE S HALL INC

  • HARRIS

  • HEFFRON COMPANY

  • HIGH PURITY SYSTEM INC

  • HONEYWELL

  • HORTON MECHANICAL CONTRACTORS INC

  • INDUSTRIAL REFRIGERATION SERVICE INC

  • J F FISCHER INC

  • JG MARTIN CO INC--AQUIRED BY DYNASTICS

  • JOHN C GRIMBERG CO INC

  • JOHNSON CONTROLS FEDERAL SYSTEMS INC

  • JOHNSON CONTROLS INC

  • JPG PLUMBING & MECHANICAL SERVICES INC

  • KIRLIN DESIGN BUILD

  • KENT ISLAND MECHANCIAL INC

  • KINETIC SYSTEMS INC

  • LIMBACH COMPANY

  • LOUIS F SOUL COMPANY INC

  • M&M WELDING AND FABRICATORS INC

  • MCCLURE COMPANY

  • MECHANICAL SYSTEMS INC

  • MODERN CONTROLS INC

  • NORTHERN BAY ENVIRONMENTAL SYSTEMS INC

  • NORTHERN PIPELINE (NPL) CONSTRUCTION

  • PARAMOUNT MECHANICAL CORP

  • PATAPSCO MECHANICAL

  • PEPCO GOVT SVCS -

  • PEVCO SYSTEMS INTERNATIONAL INC

  • PIPE TRADES SERVICES MN

  • POOLE & KENT CORPORATION

  • POOLE & KENT CORPORATION

  • POWER AND COMBUSTION INC

  • PRO-AIR INC

  • Q3 CONTRACTING

  • R H LAPP & SONS INC

  • RF WARDER INC

  • RIGGS DISTLER & COMPANY INC

  • ROCK SPRING HEATING & COOLING INC

  • RSC ELECTRICAL & MECHANICAL CONTRACTORS INC

  • S&S CONTROL SYSTEMS INC

  • SDA MECHANICAL SERVICES

  • SIEMENS INDUSTRY INC

  • SODEXOROTH

  • SOUTH MOUNTAIN MECHANICAL

  • SOUTHLAND INDUSTRIES

  • SPEARS MECHANICAL CONTRACTORS

  • STATEWIDE MECHANICAL INC

  • STONE SERVICES INC

  • TEXAS PIPE TRADES

  • THE SEVERN GROUP

  • TRANE - BALTIMORE

  • TRUSKEY INC

  • WE BOWERS INC

  • WG TOMKO INC

  • WASHINGTON REFRIGERATION CO INC

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202423199349302962

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