Form 990 for tax year 2023
Filed by ATLANTA PLUMBERS AND STEAMFITTERS RETIREE HEALTH AND WELFARE FUND.
Totals
- Total revenue
- $4,064,291
- Total expenses
- $2,843,919
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $3,835,024
- Investment income
- $229,267
- Other revenue
- $0
- Total assets, end of year
- $7,216,031
- Total liabilities, end of year
- $33,658
- Net assets or fund balances, end of year
- $7,182,373
- 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 $2,805,106 · related or exempt $2,805,106
-
2b · Program service revenue: RETIREE CONTRIBUTIONS
total $1,029,918 · related or exempt $1,029,918
-
3 · Investment income
total $229,258 · excluded $229,258
-
7a · Gross sales of assets other than inventory
securities $554
-
7b · Less cost or other basis and sales expenses
securities $545
-
7c · Gain or loss
securities $9
-
7d · Net gain or loss
total $9 · excluded $9
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $2,553,065
-
11a · Fees: management
total $195,667
-
11b · Fees: legal
total $4,813
-
11c · Fees: accounting
total $8,750
-
11f · Fees: investment management
total $776
-
11g · Fees: other
total $74,702
-
13 · Office expenses
total $1,465
-
19 · Conferences, conventions and meetings
total $1,279
-
21 · Payments to affiliates
total $61
-
23 · Insurance
total $497
-
24a · Other expenses: PCORI EXPENSE
total $2,844
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $495,628 · end of year $632,056
-
2 · Savings and temporary cash investments
beginning of year $4,182,554 · end of year $5,256,570
-
4 · Accounts receivable
beginning of year $256,234 · end of year $278,673
-
9 · Prepaid expenses and deferred charges
beginning of year $351 · end of year $526
-
11 · Investments: publicly traded securities
beginning of year $830,292 · end of year $1,048,206
-
17 · Accounts payable and accrued expenses
beginning of year $21,192 · end of year $33,658
-
27 · Net assets without donor restrictions
beginning of year $5,743,867 · end of year $7,182,373
Mission and programs · 2023
Mission
TO PROVIDE HEALTH INSURANCE TO ELIGIBLE RETIREE PARTICIPANTS.
Activities or mission (Part I)
TO PROVIDE HEALTH INSURANCE OT ELIGIBLE RETIREE PARTICIPANTS.
-
H.R.A. ADMINISTRATIVE FEE.
-
H.R.A. BENEFIT PAYMENTS.
As filed on the 2023 return.
Listed in Part VII
-
Terry Newsome JrTERRY NEWSOME JR
UNION TRUSTEE - CO-CHAIR
- Total calculated
- $113,773
- From this org
- $0
- From related orgs
- $113,773
- Other
- $0
- Hours/week
- 2 + 50 related
-
Steve NewsomeSTEVE NEWSOME
UNION TRUSTEE
- Total calculated
- $97,785
- From this org
- $0
- From related orgs
- $97,785
- Other
- $0
- Hours/week
- 2 + 50 related
-
Jarret WadeJARRET WADE
UNION TRUSTEE
- Total calculated
- $97,785
- From this org
- $0
- From related orgs
- $97,785
- Other
- $0
- Hours/week
- 2 + 50 related
-
David EvansDAVID EVANS
UNION TRUSTEE
- Total calculated
- $97,785
- From this org
- $0
- From related orgs
- $97,785
- Other
- $0
- Hours/week
- 2 + 50 related
-
Jon SterlingJON STERLING
MANAGEMENT TRUSTEE - CO-CH
- Total calculated
- $0
- Hours/week
- 2
-
John McKennyJOHN MCKENNY
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Jim F ThomasJIM F THOMAS
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Jim EsterbrookJIM ESTERBROOK
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Alan TomberlinALAN TOMBERLIN
UNION TRUSTEE
- Total calculated
- $101,898
- From this org
- $0
- From related orgs
- $101,898
- Other
- $0
- Hours/week
- 2 + 50 related
-
Andy SumpterANDY SUMPTER
MANAGEMENT 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.
-
UA OF JOURNEYMEN & APPRENTCIES LOCAL 72
501(C)(5) · LABOR UNION · GA
-
JOINT APPRENTICESHIP TRAINING TRUST
501(C)(5) · TRAINING FUND · GA
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.
-
1ST MECHANICAL SERVICE
-
A ACCURATE PLUMBING COMPA
-
ABM BUILDING SOLUTIONS
-
ACTION ELECTRIC CO INC
-
ADVANCE SYSTEMS
-
AIR DUCT & MECHANICAL COM
-
AIRCOND CORPORATION
-
AMES CONSTRUCTION
-
ARS MECHANICAL LLC
-
ART PLUMBING COMPANY
-
ASHTON & COMPANY INC
-
ATLANTA CITY GUYS CORP
-
AUGUSTA CHILLER SERVICE
-
AZZ WELDING SERVICES INC
-
B & W MECHANICAL CONTRACT
-
BATCHELOR & KIMBALL INC
-
BHI ENERGY SPECIALTY SVCS
-
BUCHANAN PLUMBING LLC
-
BUILDING ENVIR SYS SERVIC
-
CR MEYER & SONS
-
CARRIER CORPORATION
-
CENTRAL ELECTRICAL SYSTEM
-
CLEVELAND ELECTRIC
-
CLIMATE PROS
-
CREEK CONSTRUCTION
-
DALE SIMS HTG & AC SVCS
-
DAY & ZIMMERMAN
-
DC MECHANICAL
-
DYNAMIC SYSTEMS
-
EMCON SERVICES
-
F&S MECHANICAL & PLUMBING
-
FAMCO HVAC LLC
-
FRAZIER SERVICE COMPANY
-
GALGON HVAC
-
GEORGIA CAROLINA'S PT
-
GEORGIA HOT TAP LLC
-
HARRIS MOUNTAIN WEST LLC
-
HONEYWELL INCORPORATED
-
HUFF MECHANICAL MEDICAL G
-
HVAC CONTROL SERVICES INC
-
HVH MECHANICAL PARTNERS
-
INDUSTRIAL AIR & MECHANIC
-
INGLETT & STUBBS LLC
-
JS THOMAS SERVICE
-
JOHNSON CONTROLS
-
JONES LANG LASALLE
-
JUST RIGHT PLUMBING
-
KENIMER & KNOX MECHANICAL LLC
-
KINETIC SYSTEMS INCORPORA
-
LILJA CORP
-
M&S SPECIALTY
-
MACALJON
-
MALLORY & EVANS SERVICE
-
MANN MECHANICAL
-
MAXAIR INCORPORATED
-
MCABEE CONSTRUCTION
-
MCKENNEY'S INCORPORATED
-
MECHANICAL CONCEPTS INC
-
MECHANICAL SERVICES INC
-
MECHANICAL SERVICES OF CENTRAL FL
-
MITCHELL MECHANICAL & ASSOCIATES
-
MMC CONTRACTOR NATIONAL INC
-
NAVMATIC
-
NAX ENTERPRISESLLC
-
NOOTER CONSTRUCTION
-
PARRISH PLUMBING COMPANY LLC
-
PCI ENERGY SERVICES LLC
-
PEACHTREE MECHANICAL CONT
-
PLAYER & COMPANY
-
POPHAM MECHANICAL CONTRAC
-
POWELL CONSTRUCTION
-
PRESTIGE MECHANICAL CONTR
-
RAGAN ENTERPRISES
-
RDH MECHANICAL CONTRACTING
-
SHAMBAUGH & SON
-
SIEMENS INDUSTRY INC
-
SOUTHERN CHILLER & CONTROL SERVICE
-
SOUTHERN MECHANICAL HVAC
-
SPECIALTY MECHANICAL
-
STATELINE MECHANICAL
-
STEPHENS&MCRAE MECHANICAL
-
TENANT MECHANICAL
-
THE DICKERSON GROUP
-
UNITY ELECTRIC LLC
-
V SPECIALTY SERVICES LLC
-
VENTURE MECHANICAL LLC
-
VULCAN INDUSTRIAL CONTRAC
-
WATERS MECHANICAL INC
-
WATSON HEATING & AIR
-
WILLIS MECHANICAL
-
YANDLE TUBES LLC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 5 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443109349300004
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