Form 990 for tax year 2022
Filed by PLUMBING & PIPEFITTING INDUSTRY HEALTH & WELFARE FUND OF KANSAS-17.
Totals
- Total revenue
- $18,993,547
- Total expenses
- $19,518,960
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $18,103,160
- Investment income
- $861,257
- Other revenue
- $29,130
- Total assets, end of year
- $19,573,860
- Total liabilities, end of year
- $102,625
- Net assets or fund balances, end of year
- $19,471,235
- Program services expenses (Part IX)
- $17,551,804
- Management and general expenses
- $1,967,156
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $17,551,804
Program services were 89.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
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 $17,876,995 · related or exempt $17,876,995
-
2b · Program service revenue: PARTICIPANT CONTRIBUTIONS
total $226,165 · related or exempt $226,165
-
3 · Investment income
total $713,235 · excluded $713,235
-
7a · Gross sales of assets other than inventory
securities $10,531,670
-
7b · Less cost or other basis and sales expenses
securities $10,383,648
-
7c · Gain or loss
securities $148,022
-
7d · Net gain or loss
total $148,022 · excluded $148,022
-
11a · Other revenue: STOP LOSS RECOVERY
total $29,130 · related or exempt $29,130
-
11e · Other revenue, total
$29,130
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $17,551,804 · program services $17,551,804
-
10 · Payroll taxes
total $6,669 · management and general $6,669
-
11a · Fees: management
total $842,072 · management and general $842,072
-
11b · Fees: legal
total $209,755 · management and general $209,755
-
11c · Fees: accounting
total $36,657 · management and general $36,657
-
11f · Fees: investment management
total $70,334 · management and general $70,334
-
11g · Fees: other
total $46,000 · management and general $46,000
-
13 · Office expenses
total $591 · management and general $591
-
22 · Depreciation, depletion and amortization
total $2,788 · management and general $2,788
-
23 · Insurance
total $694,654 · management and general $694,654
-
24a · Other expenses: LOCKBOX AND BANK FEES
total $24,158 · management and general $24,158
-
24b · Other expenses: POSTAGE AND PRINTING
total $11,174 · management and general $11,174
-
24c · Other expenses: DUES
total $10,017 · management and general $10,017
-
24d · Other expenses: TRUSTEE MEETING EXPENSE
total $4,666 · management and general $4,666
-
24e · All other expenses
total $7,621 · management and general $7,621
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,185,871 · end of year $246,660
-
4 · Accounts receivable
beginning of year $1,862,680 · end of year $2,047,540
-
9 · Prepaid expenses and deferred charges
beginning of year $67,609 · end of year $64,021
-
10a · Land, buildings and equipment: cost or other basis
$17,136
-
10b · Land, buildings and equipment: accumulated depreciation
$13,844
-
10c · Land, buildings and equipment, net
beginning of year $6,080 · end of year $3,292
-
11 · Investments: publicly traded securities
beginning of year $16,886,552 · end of year $17,209,752
-
15 · Other assets
end of year $2,595
-
17 · Accounts payable and accrued expenses
beginning of year $114,698 · end of year $102,625
-
27 · Net assets without donor restrictions
beginning of year $20,894,094 · end of year $19,471,235
Mission and programs · 2022
Mission
PROVIDING HEALTH, ACCIDENT, DENTAL, DISABILITY, VISION, AND DEATH BENEFITS FOR MEMBERS OF PLUMBERS AND PIPEFITTERS LOCAL UNION 441 IN KANSAS.
-
PROVIDING HEALTH, ACCIDENT, DENTAL, DISABILITY, VISION, AND DEATH BENEFITS FOR MEMBERS OF PLUMBERS AND PIPEFITTERS LOCAL UNION 441 IN KANSAS.
Expenses $17,551,804 · Revenue $18,103,160
As filed on the 2022 return.
Listed in Part VII
-
Brian BurnettBRIAN BURNETT
TRUSTEE
- Total calculated
- $184,950
- From this org
- $0
- From related orgs
- $110,677
- Other
- $74,273
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $110,677 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported + $74,273 related
- Filer's total
- not reported + $184,950 related
-
Michael ThomasMICHAEL THOMAS
TRUSTEE
- Total calculated
- $171,968
- From this org
- $0
- From related orgs
- $101,350
- Other
- $70,618
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $101,350 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported + $70,618 related
- Filer's total
- not reported + $171,968 related
-
Steve WatsonSTEVE WATSON
TRUSTEE
- Total calculated
- $165,268
- From this org
- $0
- From related orgs
- $96,417
- Other
- $68,851
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $96,417 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported + $68,851 related
- Filer's total
- not reported + $165,268 related
-
Matthew WingertMATTHEW WINGERT
TRUSTEE
- Total calculated
- $165,268
- From this org
- $0
- From related orgs
- $96,417
- Other
- $68,851
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $96,417 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported + $68,851 related
- Filer's total
- not reported + $165,268 related
-
Michael WolownikMICHAEL WOLOWNIK
TRUSTEE
- Total calculated
- $165,268
- From this org
- $0
- From related orgs
- $96,417
- Other
- $68,851
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $96,417 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported + $68,851 related
- Filer's total
- not reported + $165,268 related
-
Dan BealDAN BEAL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Neil CarlsonNEIL CARLSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Levi GarrettLEVI GARRETT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Gregory JohnsonGREGORY JOHNSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Ronald SturgeonRONALD STURGEON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 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.
-
501C5 · LOCAL UNIO · KS
Directly controlled by NA
-
PPI APPRENTICESHIP TRAINING OF KS
501C5 · TRAINING · KS
Directly controlled by NA
-
PPI RETIREMENT PLAN OF KANSAS
RETIREMENT · KS
Directly controlled by NA
-
LOCAL 441 P&P RETIREMENT PLAN
PENSION PL · KS
Directly controlled by NA
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.
-
AW MECHANICAL LLC
-
ADVANCED MECHANICAL LLC
-
AMERICAN MECHANICAL INC
-
ANDERSON MECHANICAL LLC
-
BASSETT INC
-
BHI ENERGY SPECIALTY SERVICES LLC
-
BMS LLC
-
BOND PLUMBING LLC
-
BUILDING CONTROLS & SERVICES
-
C&K CONSTRUCTION AND SERVICE
-
CDI INDUSTRIAL & MECHANICAL CONTRAC
-
CENTRAL CONSOLIDATED INC
-
CLIMATE PROS LLC
-
CONSTRUCTION & TURNAROUND SERVICES
-
CT PLUMBING LLC
-
CUSTOM SHEETMETAL & ROOFING INC
-
DAY & ZIMMERMANN NPS INC
-
DEAN E NORRIS INC
-
DESIGN MECHANICAL INC
-
ENERFAB POWER & INDUSTRIAL LLC
-
EW PLUMBING LLC
-
FIVE STAR MECHANICAL INC
-
GARTNER REFRIGERATION INC
-
HHS GOVERNMENT SERVICES LLC
-
HONEYWELL INC
-
HUSSMANN SERVICES CORP
-
JOHNSON CONTROLS INC
-
KRUSE CONTRACTORS
-
L&M MECHANICAL INC
-
LIPPERT MECHANICAL SERVICE CORP
-
LOGAN & COMPANY INC
-
MARICK WICHITA LLC
-
MARTIN MECHANICAL CORPORATION
-
MCELROY'S INC
-
MECHANICS INC
-
MID-AMERICAN WATER & PLUMBING INC
-
MILLER PIPELINE
-
MMC CONTRACTORS NATIONAL INC
-
MODERN MECHANICAL HVAC PLUS INC
-
NPL MID AMERICA LLC
-
P1 CONSTRUCTION LLC
-
P1 SERVICE LLC
-
PATRICK'S PLUMBING SERVICE LLC
-
PIPING & EQUIPMENT CO INC
-
PIPING CONTRACTORS OF KS INC
-
PLUMBING BY CARLSON INC
-
PLUMBING SOLUTIONS AND SERVICE LLC
-
PRECISION PLUMBING LLC
-
SOUTH CENTRAL COMMERCIAL MECHANICAL
-
STURGEON PLUMBING & AC INC
-
TAYLOR FORGE ENGINEERING SYSTEMS I
-
THE FAGAN COMPANY DBA EMCOR SERVICE
-
TOPEKA PLUMBING EXCAVATING LLC
-
US ENGINEERING CONSTRUCTION LLC
-
US ENGINEERING METALWORKS LLC
-
US ENGINEERING SERVICE LLC
-
VAUGHAN MECHANICAL INC
-
VAZQUEZ COMMERCIAL CONTRACTING LLC
-
WALDINGER CORPORATION
-
WEITZ INDUSTRIAL LLC
-
YOKE'S MASTER PLUMBING LLC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 2 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202421359349301242
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