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← PLUMBERS & PIPEFITTERS UNION FOUR HEALTH & WELFARE FUND

Form 990 for tax year 2023

Filed by PLUMBERS & PIPEFITTERS UNION FOUR HEALTH & WELFARE FUND.

Totals

Total revenue
$4,298,688
Total expenses
$4,193,594
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$4,024,613
Investment income
$274,075
Other revenue
$0
Total assets, end of year
$10,358,266
Total liabilities, end of year
$13,601
Net assets or fund balances, end of year
$10,344,665
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 $3,642,933 · related or exempt $3,642,933

  • 2b · Program service revenue: EMPLOYEE CONTRIBUTIONS

    total $381,680 · related or exempt $381,680

  • 3 · Investment income

    total $291,351 · excluded $291,351

  • 7a · Gross sales of assets other than inventory

    securities $677,724

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

    securities $695,000

  • 7c · Gain or loss

    securities -$17,276

  • 7d · Net gain or loss

    total -$17,276 · excluded -$17,276

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $4,075,612

  • 11b · Fees: legal

    total $24,000

  • 11c · Fees: accounting

    total $17,386

  • 11f · Fees: investment management

    total $10,000

  • 11g · Fees: other

    total $58,866

  • 13 · Office expenses

    total $1,181

  • 14 · Information technology

    total $585

  • 19 · Conferences, conventions and meetings

    total $2,087

  • 23 · Insurance

    total $3,877

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $454,380 · end of year $485,775

  • 2 · Savings and temporary cash investments

    beginning of year $816,766 · end of year $858,465

  • 4 · Accounts receivable

    beginning of year $356,410 · end of year $408,636

  • 11 · Investments: publicly traded securities

    beginning of year $8,182,733 · end of year $8,605,390

  • 17 · Accounts payable and accrued expenses

    beginning of year $18,341 · end of year $12,692

  • 19 · Deferred revenue

    beginning of year $42,658 · end of year $909

  • 27 · Net assets without donor restrictions

    beginning of year $9,749,290 · end of year $10,344,665

Mission and programs · 2023

Mission

CONTRIBUTIONS ARE REQUIRED UNDER THE TERMS OF THE COLLECTIVE BARGAINING AGREEMENT BETWEEN THE UNION AND THE EMPLOYERS.

Activities or mission (Part I)

CONTRIBUTIONS ARE REQUIRED UNDER THE TERMS OF THE COLLECTIVE BARGAINING AGREEMENT BETWEENTHE UNION AND THE EMPLOYERS.

  • PROVIDE MEMBERS WITH HEALTH BENEFITS.

As filed on the 2023 return.

Listed in Part VII

  • Timothy Ferguson

    TRUSTEE (P)

    Total calculated
    $0
    Hours/week
    2

  • Pierre Groleau

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Leonard Narel

    TRUSTEE (P)

    Total calculated
    $0
    Hours/week
    2

  • Robert Nims

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • William Lynch

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Elliot Drake

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Robbie McCarthy

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Shaun Cianci

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

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.

  • WORCESTER AREA PLUMBERS & PIPEFITTERS LOCAL 4 ANNUITY

    501(C) · ANNUITY · CT

  • PLUMBERS & PIPEFITTERS LOCAL 4 UNION

    501(C) · UNION · MA

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.

  • CARRIER CORP

  • HARRY GRODSKY & CO INC

  • KM KELLY INC

  • KLEEBERG MECHANICAL SERVICES

  • KMD MECHANICAL CORP

  • WILLIAM F LYNCH P&H

  • NB KENNEY CO INC

  • ROYAL STEAM HEATER CO

  • PLUMBERS LOCAL 4

  • THOMAS G GALLAGHER INC

  • HART ENGINEERING CORP

  • INDUSTRIAL PIPING

  • TUCKER COMPANY

  • UNION LOCAL 537 PIPEFITTERS

  • A&A TUBE SYSTEMS LLC

  • BOSTON MECHANICAL

  • TJ CONWAY COMPANY

  • EDWARD F CORCORAN P&H CO

  • N & T MECHANICAL CONTRACTORS

  • PIPELINE INDUSTRY BENEFIT FUND

Provenance

Return type
form_990
Tax year
2023
Filed
31 October 2024
IRS schema version
2023v5.1
Source object
202403059349301550

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