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← PLUMBERS LOCAL UNION NO 690 HEALTH PLAN

Form 990 for tax year 2023

Filed by PLUMBERS LOCAL UNION NO 690 HEALTH PLAN.

Totals

Total revenue
$31,561,103
Total expenses
$29,126,710
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$29,192,937
Investment income
$2,368,166
Other revenue
$0
Total assets, end of year
$63,953,254
Total liabilities, end of year
$4,485,031
Net assets or fund balances, end of year
$59,468,223
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: RECEIPTS FROM EMPLOYER

    total $26,582,596 · related or exempt $26,582,596

  • 2b · Program service revenue: PARTICIPANT CONTRIBUTI

    total $1,345,836 · related or exempt $1,345,836

  • 2c · Program service revenue: PRESCRIPTION REBATES

    total $1,207,253 · related or exempt $1,207,253

  • 2d · Program service revenue: EXPENSE REIMBURSEMENT

    total $57,252 · related or exempt $57,252

  • 3 · Investment income

    total $2,120,344 · excluded $2,120,344

  • 7a · Gross sales of assets other than inventory

    securities $23,010,615

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

    securities $22,762,793

  • 7c · Gain or loss

    securities $247,822

  • 7d · Net gain or loss

    total $247,822 · related or exempt $247,822

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $26,812,926

  • 5 · Compensation of officers, directors and key employees

    total $288,025

  • 7 · Other salaries and wages

    total $300,887

  • 8 · Pension plan contributions

    total $102,681

  • 9 · Other employee benefits

    total $85,678

  • 10 · Payroll taxes

    total $35,473

  • 11b · Fees: legal

    total $103,700

  • 11c · Fees: accounting

    total $35,628

  • 11f · Fees: investment management

    total $296,208

  • 11g · Fees: other

    total $719,569

  • 13 · Office expenses

    total $238,566

  • 16 · Occupancy

    total $49,095

  • 19 · Conferences, conventions and meetings

    total $15,984

  • 23 · Insurance

    total $26,332

  • 24a · Other expenses: PCORI FEE

    total $10,719

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $5,239

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $6,029,119 · end of year $2,748,465

  • 4 · Accounts receivable

    beginning of year $4,213,962 · end of year $4,374,472

  • 9 · Prepaid expenses and deferred charges

    beginning of year $39,443 · end of year $42,248

  • 10a · Land, buildings and equipment: cost or other basis

    $162,943

  • 10b · Land, buildings and equipment: accumulated depreciation

    $162,943

  • 10c · Land, buildings and equipment, net

    beginning of year $186,800 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $30,330,930 · end of year $38,230,582

  • 12 · Investments: other securities

    beginning of year $18,366,028 · end of year $18,541,473

  • 15 · Other assets

    beginning of year $65,568 · end of year $16,014

  • 17 · Accounts payable and accrued expenses

    beginning of year $310,420 · end of year $245,067

  • 25 · Other liabilities

    beginning of year $3,652,216 · end of year $4,239,964

  • 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 $55,269,214 · end of year $59,468,223

Mission and programs · 2023

Mission

THE EXEMPT PURPOSE OF THE PLAN IS TO PROVIDE PLAN PARTICIPANTS AND THEIR DEPENDENTS WITH HEALTH AND WELFARE BENEFITS.

  • THE EXEMPT PURPOSE OF THE PLAN IS TO PROVIDE PLAN PARTICIPANTS AND THEIR DEPENDENTS WITH HEALTH AND WELFARE BENEFITS. THIS IS ESSENTIALLY THE ONLY PROGRAM SERVICE OF THE ORGANIZATION AND ALL OF THE REVENUES AND EXPENSES ARE CONSIDERED TO BE FOR THIS PURPOSE.

As filed on the 2023 return.

Listed in Part VII

  • George C Pegram

    CO-CHAIRMAN

    Total calculated
    $384,124
    From this org
    $0
    From related orgs
    $232,734
    Other
    $151,390
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $232,734 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $116,000 related
    Nontaxable benefits
    $0 + $35,390 related
    Filer's total
    $0 + $384,124 related

  • James Dougherty

    CO-CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Joseph F Miele

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Thomas P Golden

    TRUSTEE

    Total calculated
    $333,511
    From this org
    $0
    From related orgs
    $196,590
    Other
    $136,921
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $196,590 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $101,531 related
    Nontaxable benefits
    $0 + $35,390 related
    Filer's total
    $0 + $333,511 related

  • Joseph P Mullholand Jr

    TRUSTEE

    Total calculated
    $298,011
    From this org
    $0
    From related orgs
    $171,233
    Other
    $126,778
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $171,233 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $91,388 related
    Nontaxable benefits
    $0 + $35,390 related
    Filer's total
    $0 + $298,011 related

  • Joseph P McMonigle

    TRUSTEE

    Total calculated
    $297,855
    From this org
    $0
    From related orgs
    $171,108
    Other
    $126,747
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $171,108 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $91,357 related
    Nontaxable benefits
    $0 + $35,390 related
    Filer's total
    $0 + $297,855 related

  • Rudy Betz

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Walter Krzyzanowski

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Thomas J McNulty

    ADMINISTRATOR

    Total calculated
    $338,308
    From this org
    $88,830
    From related orgs
    $109,009
    Other
    $140,469
    Hours/week
    16 + 24 related

    Schedule J breakdown matched by us

    Base
    $87,220 + $107,033 related
    Bonus
    $0
    Other
    $1,610 + $1,976 related
    Deferred
    $47,183 + $57,902 related
    Nontaxable benefits
    $15,887 + $19,497 related
    Filer's total
    $151,900 + $186,408 related

  • Kevin Dean

    FIELD REPRESENTATIVE

    Total calculated
    $303,175
    From this org
    $77,723
    From related orgs
    $95,380
    Other
    $130,072
    Hours/week
    16 + 24 related

    Schedule J breakdown matched by us

    Base
    $76,112 + $93,402 related
    Bonus
    $0
    Other
    $1,611 + $1,978 related
    Deferred
    $42,515 + $52,173 related
    Nontaxable benefits
    $15,887 + $19,497 related
    Filer's total
    $136,125 + $167,050 related

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

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 corporations and trusts

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

  • CHADWICK SERVICE CO INC

  • BATES BROTHERS LLC

  • BENSALEM PARK MAINTENANCE LTD

  • BINSKY & SNYDER INC

  • BJK PLBG & HTG

  • ALBERT T CHADWICK

  • CHURCHVILLE MECHANICAL ASSOC LLC

  • CORPORATE PIPING INC

  • DEVINE BROTHERS INC

  • DOLAN MECHANICAL

  • EAGLE MECH INC

  • E J RAITH MECH CORP

  • F & G MECH CORP

  • FAB-CRETE INC

  • FALASCA DANIEL S

  • FIVE STAR INC

  • FLUIDICS INC

  • GENERAL ASPHALT CO

  • GOLDEN & COWDEN

  • HAYES MECHANICAL

  • HERMAN GOLDNER CO INC

  • J J WHITE INC

  • JOHN J BEE INC

  • LGB MECHANICAL SERVICES

  • LIBERTY MECHANICAL SERVICES

  • LIMA COMPANY

  • LOR-MAR MECH SERV LLC

  • MCCLOSKEY MECHANICAL

  • MCCLURE CO INC

  • KEVIN MCGINN

  • MECO CONSTRUCTORS INC

  • EDWARD J MELONEY INC

  • MID-ATLANTIC MECHANICAL

  • MIELE PLBG & HTG

  • MULCO MECHANICAL

  • MY LEAK PLUMBING

  • NAGEL-LAVIN INC

  • NOOTER CONSTR (DRESHER MECH)

  • P M C MECH ENTERPRISE LLC

  • PARKER LEN ASSOC INC

  • PHILADELPHIA EAGLES

  • ADVANCED SPECIALTY CONSTRS

  • REDEVELOPMENT AUTHO

  • RIVER MECHANICAL INC

  • SCOTT MECH INC

  • SDA INC

  • SERCO INC

  • SPECTRUM

  • STAR PLUMBING

  • SURETY MECH SERVICES

  • TANDEM ASSOC INC

  • THE PHILLIES

  • THE WARKO GROUP

  • TRACEY MECH INC

  • TRUSKEY INC

  • US PIPING INC

  • VINCENT POOLS INC

  • WEST CHESTER MECHANICAL CONT INC

  • LIMBACH COMPANY LLC

  • QUAKER MECHANICAL INC

  • MAIN LINE COMMERICAL POOLS

  • BOFINGER & BRESLIN PLUMBING

  • DWD MECH CONTRACTOR INC

  • KASER MECHANICAL LLC

  • TKELLY INC

  • J P C GROUP INC

  • RAMOS & ASSOCIATES INC

  • BBJ MECHANICAL INC

  • COMPETITIVE PLBG & HTG INC

  • JR MCGEE PLUMBING

  • LUCKY MECHANICAL LLC

  • ROSATI MECHANICAL INC

  • PARADIGM MECHANICAL LLC

  • JJM PLUMBING CO

  • JF HIERHOLZER MECH & ELEC

  • JOHN HEDRICK PLUMBING

  • PLBG CONT UAC LOCAL #690

  • D'ANGELO BROS INC

  • CHESTER POOL SYSTEMS INC

  • M E B PLUMBING LLC

  • EDWIN L HEIM CO

  • SOUTHLAND INDUSTRIES

  • GEM MECHANICAL SERVICES INC

  • GARRY'S PLBG & HTG

  • PEOPLE'S & SONS LLC

  • MECHANICAL ADVANTAGE CONSTRUCTION

  • MAYFIELD SITE CONTRACTORS INC

  • AINSWORTH INC

  • T H PLUMBING

  • TLC UNION DRAIN CLEANING

  • P-III LLC

  • MARX SHEET METAL & MECHANICAL INC

  • KEEGAN MECHANICAL INC

  • LEIBOLD INC

  • JOHN B GREGORY & SONS LLC

  • BIG BULL ASSOCIATES LLC

  • J RYBNICK MECH CONTRACTOR INC

  • PHARMACEUTICAL PROCUREMENT

  • V & G CLIMATE SERVICES

  • ALL TRADES MECHANICAL

  • DELONG SERVICE CO INC

  • FERRY PLUMBING

  • PRECISION PIPING INC

  • BURKHARDT MECH INC

  • H T LYONS INC

  • WILLIAM BETS JR INC

  • COONEY BROTHERS INC

  • DEACON IND SUPPLY CO

  • ECONOMY PLBG SUPP CO

  • GROVE SUPPLY INC

  • PLUMBERS UNION #690

  • THE LABOV

  • HAJOCA CORP (WEINSTEIN)

  • LIMBACH COMPANY LLC

  • DP ELLINGER P&H

  • ELLIOT LEWIS CORP

  • MWI MECHANICAL

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202423189349311117

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