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← OHIO STATE PLUMBERS AND PIPEFITTERS WELFARE FUND

Form 990 for tax year 2023

Filed by OHIO STATE PLUMBERS AND PIPEFITTERS WELFARE FUND.

Totals

Total revenue
$22,676,312
Total expenses
$19,145,122
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$21,116,379
Investment income
$343,863
Other revenue
$1,216,070
Total assets, end of year
$50,753,409
Total liabilities, end of year
$4,749,167
Net assets or fund balances, end of year
$46,004,242
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: HEALTH BENEFIT CONTRIBUTIONS

    total $21,116,379 · related or exempt $21,116,379

  • 3 · Investment income

    total $1,204,082 · excluded $1,204,082

  • 7a · Gross sales of assets other than inventory

    securities $30,737,723

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

    securities $31,597,942

  • 7c · Gain or loss

    securities -$860,219

  • 7d · Net gain or loss

    total -$860,219 · excluded -$860,219

  • 11a · Other revenue: PRESCRIPTION REBATE

    total $966,573 · related or exempt $966,573

  • 11b · Other revenue: STOP LOSS CLAIM REIMBURSEMENT

    total $219,986 · related or exempt $219,986

  • 11c · Other revenue: SUBROGATION RECOVERY

    total $29,478 · related or exempt $29,478

  • 11d · All other revenue

    total $33 · related or exempt $33

  • 11e · Other revenue, total

    $1,216,070

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $18,631,308

  • 11a · Fees: management

    total $303,347

  • 11b · Fees: legal

    total $94,040

  • 11c · Fees: accounting

    total $35,687

  • 11f · Fees: investment management

    total $20,250

  • 13 · Office expenses

    total $11,131

  • 21 · Payments to affiliates

    total $1,410

  • 24a · Other expenses: BANK CHARGES

    total $37,130

  • 24b · Other expenses: OTHER EXPENSE

    total $7,489

  • 24c · Other expenses: DISABILITY TAXES PAID

    total $2,607

  • 24d · Other expenses: DUES

    total $723

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $14,998,635 · end of year $9,040,889

  • 4 · Accounts receivable

    beginning of year $2,378,238 · end of year $2,478,556

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,127 · end of year $11,851

  • 11 · Investments: publicly traded securities

    beginning of year $7,056,823 · end of year $7,917,369

  • 12 · Investments: other securities

    beginning of year $20,458,319 · end of year $31,304,744

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,172,680 · end of year $4,749,167

  • 27 · Net assets without donor restrictions

    beginning of year $39,721,462 · end of year $46,004,242

Mission and programs · 2023

Mission

TO PROVIDE HEALTH & WELFARE BENEFITS TO MEMBERS.

Activities or mission (Part I)

PROVIDE MEDICAL, DISABILITY, VISION, AND LIFE INSURANCE BENEFITS TO ELIGIBLE UNION MEMBERS.

  • PROVIDE MEDICAL, DISABILITY, VISION AND LIFE INSURANCE BENEFITS TO ELIGIBLE PARTICIPATING UNION MEMBERS.

As filed on the 2023 return.

Listed in Part VII

  • Jeff White

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Tim Ely

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Kevin Witucky

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Heath Johnson

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Chad Walker

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Dan Shuman Thru 0923

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Valarie Pope As Of 0224

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

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.

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.

  • ABM BUILDING SOLUTIONS

  • A PLUMBING INC

  • APCOM POWER INC

  • BUCKEYE MECHANICAL CONTRACTING

  • CARVERS ELECTRIC PLUMBING AND HEATING INC

  • CATTRELL COMPANIES

  • ESW PLANT SERVICES

  • COLEMAN SPOHN

  • COLUMBUS BUILDING SERVICE

  • CRYOGENIC CONSTRUCTION INC

  • DAVIS PICKERING & CO

  • DEBRA-KUEMPEL

  • ENERFAB INC

  • FARBER CORPORATION

  • FAZIO MECHANICAL SERVICES INC

  • FLICKINGER PIPING CO

  • FORT STEUBEN MAINT INC

  • GENERAL TEMPERATURE CONTROL

  • GRAE-CON PROCESS PIPING

  • H E NEUMANN CO

  • INDUSTRIAL CONTRACTORS SKANSKA INC

  • JOHNSON CONTROLS

  • JOHNSONS PLUMBING & HEATING CO

  • ESW SPECIALTY SERVICES

  • LIMBACH COMPANY LLC

  • LUCAS PLUMBING AND HEATING INC

  • MCCARL'S INC

  • MORGAN MECHANICAL INC

  • MORRISON INC

  • NORTHERN REFRIGERATION SYSTEMS

  • PETERMAN PLUMBING AND HEATING INC

  • PHILIP WAGNER PLBG

  • PIONEER PIPE

  • PROFESSIONAL PLUMBING SERVICES INC

  • REFRIGERATION SPECIALTIES CO

  • ROGER TOUVELL INC

  • ROTH BROS

  • SAUER GROUP INC

  • SONGER STEEL SERVICES

  • GUYS MECHANICAL SYSTEMS

  • WAGNER-MEINERT LLC

  • WILKES & CO INC

  • HOSLER MECHANICAL INC

  • CEDAR POINT

  • KUCERA PLUMBING HEATING & COOLING

  • CONTI CORP

  • UNIFIED SERVICE ASSOCIATES

  • SUPERIOR MECHANICAL (BUILDING) SERVICES

  • UNITED CONSTRUCTION COMPANY INC

  • DPC FABRICATION (A DIVISION OF DAVIS PICKERING)

  • KIEWIT POWER CONSTRUCTORS CO

  • R G SMITH CO INC

  • W G TOMKO

  • WESTERN RESERVE MECHANICAL

  • WHISLER PLUMBING & HEATING

  • BUCKEYE FIELD MAINTENANCE

  • BREWER-GARRETT COMPANY

  • DELUCA PLUMBING LLC

  • LIBERTY INDUSTRIAL SERVICES

  • MI-DE-CON INC

  • RG SMITH OF MANSFIELD

  • STERLING INDUSTRIAL LLC

  • TURBINE PROS LLC

  • ELITAIRE LLC

  • GEM INDUSTRIAL CONTRACTORS

  • GEIGER BROTHERS

  • FOREST CITY ERECTORS INC

  • GRAHAM (AECOM) INDUSTRIAL MAINTENANCE

  • GRANVILLE MECHANICAL

  • JBJ PLUMBING AND HEATING SOLUTIONS

  • CLINE MECHANICAL

  • CLIMATE PROS LLC

  • DAY & ZIMMERMAN

  • DELZEL C G & SONS INC

  • HILLTOP WELDING AND MAINTENANCE

  • LEO F BROWN PLUMBING

  • LIMA PLUMBERS - PIPEFITTERS

  • DULUTH BT HEALTH FUND

  • PIPE TRADES SERVICES MN

  • STANDARD PLBG & HTG

  • TRANE TECHNOLOGIES CO

  • VEC INC

  • UNITED MECHANICAL SERVICES

  • SELINSKY FORCE LLC

  • PROUT BOILER

  • PARK TO PURPOSE INC

  • JULIAN SPEER CO

  • CAM INDUSTRIAL FKA WORLEY INC

Provenance

Return type
form_990
Tax year
2023
Filed
16 April 2025
IRS schema version
2023v6.0
Source object
202501259349300960

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