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Nonprofiteer
← PLUMBERS & PIPEFITTERS MEDICAL FUND

Form 990 for tax year 2024

Filed by PLUMBERS & PIPEFITTERS MEDICAL FUND.

Totals

Total revenue
$28,473,266
Total expenses
$24,527,370
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$22,341,190
Investment income
$3,777,749
Other revenue
$2,354,327
Total assets, end of year
$55,960,784
Total liabilities, end of year
$1,185,360
Net assets or fund balances, end of year
$54,775,424
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 $21,337,814 · related or exempt $21,337,814

  • 2b · Program service revenue: PARTICIPANT CONTRIBUTIO

    total $1,003,376 · related or exempt $1,003,376

  • 3 · Investment income

    total $1,190,487 · excluded $1,190,487

  • 7a · Gross sales of assets other than inventory

    securities $15,377,356

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

    securities $12,790,094

  • 7c · Gain or loss

    securities $2,587,262

  • 7d · Net gain or loss

    total $2,587,262 · excluded $2,587,262

  • 11a · Other revenue: PRESCRIPTION REBATES

    total $2,353,313 · related or exempt $2,353,313

  • 11b · Other revenue: CLASS ACTION PROCEEDS

    total $1,014 · related or exempt $1,014

  • 11e · Other revenue, total

    $2,354,327

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $23,203,997

  • 11a · Fees: management

    total $586,271

  • 11b · Fees: legal

    total $71,657

  • 11c · Fees: accounting

    total $28,814

  • 11g · Fees: other

    total $258,097

  • 13 · Office expenses

    total $77,016

  • 14 · Information technology

    total $24,028

  • 19 · Conferences, conventions and meetings

    total $3,128

  • 21 · Payments to affiliates

    total $5,827

  • 22 · Depreciation, depletion and amortization

    total $1,872

  • 23 · Insurance

    total $30,898

  • 24a · Other expenses: WELLNESS CENTER

    total $207,050

  • 24b · Other expenses: SALARY REIMBURSEMENT

    total $19,016

  • 24c · Other expenses: PCORI

    total $9,699

Balance sheet

Part X, book values.

  • 4 · Accounts receivable

    beginning of year $2,034,756 · end of year $2,250,854

  • 9 · Prepaid expenses and deferred charges

    beginning of year $29,633 · end of year $10,388

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

    $1,329,394

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

    $115,517

  • 10c · Land, buildings and equipment, net

    beginning of year $362,953 · end of year $1,213,877

  • 11 · Investments: publicly traded securities

    beginning of year $28,197,641 · end of year $30,668,409

  • 12 · Investments: other securities

    beginning of year $20,394,077 · end of year $20,401,502

  • 15 · Other assets

    beginning of year $1,591,830 · end of year $1,415,754

  • 17 · Accounts payable and accrued expenses

    beginning of year $796,853 · end of year $197,024

  • 25 · Other liabilities

    beginning of year $1,086,353 · end of year $988,336

  • 29 · Capital stock, trust principal or current funds

    beginning of year $50,727,684 · end of year $54,775,424

  • 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 · 2024

Mission

TO PROVIDE MEDICAL BENEFITS TO MEMBERS OF PLUMBERS & PIPEFITTERS LOCAL UNION NO. 5.

Activities or mission (Part I)

TO PROVIDE MEDICAL, DENTAL AND OTHER WELFARE BENEFITS TO UNION MEMBERSHIP IN ACCORDANCE WITH COLLECTIVELY BARGAINED AGREEMENT

  • HEALTH CARE, VISION, PRESCRIPTION DRUGS, DISABILITY AND DEATH BENEFITS ADMINISTERED UNDER A COLLECTIVELY BARGAINED AGREEMENT FOR MEMBERS OF PLUMBERS & PIPEFITTERS L.U. NO. 5

As filed on the 2024 return.

Listed in Part VII

  • Walter Harrigan

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Anne Finerfrock

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Andrew Tomlinson

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Rudy Ford

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Terriea Smalls

    UNION TRUSTEE

    Total calculated
    $251,089
    From this org
    $0
    From related orgs
    $162,468
    Other
    $88,621
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    $0 + $162,468 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $88,621 related
    Filer's total
    $0 + $251,089 related

  • Michael Canales

    UNION TRUSTEE

    Total calculated
    $238,064
    From this org
    $0
    From related orgs
    $152,655
    Other
    $85,409
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    $0 + $152,655 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $85,409 related
    Filer's total
    $0 + $238,064 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 partnerships

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

  • CONCRETE VISIONS LLC

  • DC MECHANICAL LLC

  • G&M SERVICES LLC

  • LIMBACH COMPANY LLC

  • JOHN JOSEPH CONTRACTING LLC

  • ALL MECHANICAL & PLUMBING LLC

  • H&D MECHANICAL LLC

  • SYSTEMS 3 SERVICE LLC

  • TITAN CONSTRUCTION LLC

  • ADJ SHEET METAL INC

  • BERNWARD MECHANICAL & CONSTRUCTION

  • CAPITAL BRAND GROUP LLC

  • ENGINUITY LLC

  • HERITAGE MECHANICAL LLC

  • PERFORMANCE MECHANICAL LLC

  • MECCO LLC

  • EXCEL MECHANICAL CONTRACTORS LLC

Related corporations and trusts

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

  • AL GLEESON ELECTRICAL

  • AMERICAN COMBUSTION

  • AMERICAN MECHANICAL

  • BPI MECHANICAL CONTRACTORS

  • BECK PLUMBING INC

  • BOWERS INC WE

  • CRW MECHANICAL INC

  • CAPITAL COMPRESSOR INC

  • COMBUSTIONEER CONSTRUCTION

  • CONCRETE TECHNOLOGY

  • DOMINION MECHANICAL

  • DOT DIAMOND CORE

  • FIRST CALL PLUMBING

  • FOLEY PLUMBINGINC

  • GAGHAN MECHANICAL INC

  • GEORGE & COMPANY

  • GRIMBERG CO INC

  • HASCON MECHANICAL SERVICES

  • HEFFRON COMPANY INC

  • HONEYWELL INC

  • JPG PLUMBING SERVICES

  • JONES & WOOD INC

  • KENT ISLAND MECHANICAL

  • KIRLIN MID ATLANTIC

  • LE DIGGS PLUMBING & HEATING

  • MAC MECHANICAL INC

  • JAMES MADDEN INC

  • MD STATE PIPE TRADES

  • MID-ATLANTIC CONSTRUCTION

  • NORAIR ENGINEERING

  • PARAMOUNT MECHANICAL

  • POOLE & KENT CORPORATION

  • POOLE MECHANICAL

  • POWERMAX INC

  • PRO AIR INC

  • R&R MECHANICAL CONTRACTORS

  • RSC ELEC & MECH CONTRACTORS

  • SAIA PLUMBING & HEATING

  • SERVICE MECHANICAL

  • SOUTHLAND INDUSTRIES

  • SPEARS MECHANICAL CONTRACTORS

  • THE SERVERN GROUP INC

  • WL GARY COMPANY INC

  • WG TOMKO INC

  • WHS PLUMBING & HTG

  • WASHINGTON REFRIGERATION

  • WELCH & RUSHE INC

  • API CONCRETE CORE DRILLING

  • DENVER-ELEK INC

  • HARRIS MID-ATLANTIC INC

  • KIRLIN DESIGN BUILD

  • M&M WELDING & FABRICATORS

  • MAGA MECHANICAL CONTRACTORS INC

  • GENERAL & MECHANICAL SERV

  • DMV PLUMBING & MECH CONTRACTOR

  • HOT AND COLD CORPORATION

  • JJ WHITE INC

  • AUGUST WINTER & SONS INC

  • JF FISCHER INC

  • PROGRESSIVE MECHANICAL INC

  • MADDEN PLUMBING & HVAC INC

  • CALVERT CONTROLS INC

  • DAY & ZIMMERMAN NPS INC

  • JORDAN MECHANICAL SERVICES INC

  • ROMAN MECHANICAL INC

  • ARIZON PIPE TRADES

  • CHEROENHAKA NOTOWAY ENTERPRISE

  • LOCAL 9

  • MCCLOSKEY MECHANICAL CONTRACTORS

  • N ROCK MTN AREA PIPETRADES

  • PREFERRED MECHANICAL SOLUTIONS

Provenance

Return type
form_990
Tax year
2024
Filed
6 November 2025
IRS schema version
2024v5.2
Source object
202513149349306061

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