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← PLUMBERS AND STEAMFITTERS LOCAL 521 SUPPLEMENTAL HEALTH FUND

Form 990 for tax year 2024

Filed by PLUMBERS AND STEAMFITTERS LOCAL 521 SUPPLEMENTAL HEALTH FUND.

Totals

Total revenue
$332,490
Total expenses
$266,545
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$285,865
Investment income
$45,798
Other revenue
$827
Total assets, end of year
$1,793,722
Total liabilities, end of year
$25,360
Net assets or fund balances, end of year
$1,768,362
Program services expenses (Part IX)
$234,047
Management and general expenses
$32,498
Fundraising expenses
$0
Program service expenses (Part III)
$234,047

Program services were 87.8% 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 $285,865 · related or exempt $285,865

  • 3 · Investment income

    total $45,798 · related or exempt $45,798

  • 11a · Other revenue: Refunds and Credits

    total $827 · related or exempt $827

  • 11e · Other revenue, total

    $827

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $230,763 · program services $230,763

  • 11a · Fees: management

    total $15,600 · program services $3,120 · management and general $12,480

  • 11b · Fees: legal

    total $2,869 · management and general $2,869

  • 11c · Fees: accounting

    total $8,000 · management and general $8,000

  • 11f · Fees: investment management

    total $6,593 · management and general $6,593

  • 13 · Office expenses

    total $822 · program services $164 · management and general $658

  • 23 · Insurance

    total $1,898 · management and general $1,898

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $271,822 · end of year $327,751

  • 2 · Savings and temporary cash investments

    beginning of year $161,939 · end of year $207,877

  • 4 · Accounts receivable

    beginning of year $31,177 · end of year $16,889

  • 9 · Prepaid expenses and deferred charges

    beginning of year $785 · end of year $785

  • 11 · Investments: publicly traded securities

    beginning of year $1,191,632 · end of year $1,240,081

  • 15 · Other assets

    beginning of year $259 · end of year $339

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,631 · end of year $25,360

  • 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 $1,653,983 · end of year $1,768,362

Mission and programs · 2024

Mission

The purpose is to receive, preserve and invest contributions by the employers required by collective bargaining agreements and to provide a subsidy for the cost of benefits for eligible participants of the Local Union 521 H & W Fund.

Activities or mission (Part I)

Provide a subsidy for the cost of benefits for eligible participants of the H & W Fund.

  • Area-wide, union-management trusteed supplemental health and welfare fund.

    Expenses $234,047

As filed on the 2024 return.

Listed in Part VII

  • George A Kisor

    Trustee

    Total calculated
    $180,542
    From this org
    $0
    From related orgs
    $95,514
    Other
    $85,028
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $95,514 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $85,028 related
    Filer's total
    $0 + $180,542 related

  • Frank R Ferguson

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jackie Wilson

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • James L Johnson

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Phillip S Johnson

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Scott Knipp

    Trustee

    Total calculated
    $13,698
    From this org
    $0
    From related orgs
    $7,267
    Other
    $6,431
    Hours/week
    1

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.

  • Bullet Industrial Contractors

    Conributing Employer

  • Cimco Inc

    Conributing Employer

  • Coalfield Development Corp

    Conributing Employer

  • Collier Construction Service

    Conributing Employer

  • CR Meyer & Sons Co

    Conributing Employer

  • Dougherty Company Inc

    Conributing Employer

  • DSO Mechanical

    Conributing Employer

  • Early Construction Co

    Conributing Employer

  • Elco Mechanical Contractors

    Conributing Employer

  • Enerfab Inc

    Conributing Employer

  • FM Sylvan

    Conributing Employer

  • Global Scaffold Construction

    Conributing Employer

  • Harris Brothers

    Conributing Employer

  • Infinity Design

    Conributing Employer

  • J&J General Maintenance

    Conributing Employer

  • Nitro Construction

    Conributing Employer

  • Morrison's Plumbing

    Conributing Employer

  • Phillip S Johnson Plumbing

    Conributing Employer

  • Professional Construction Services

    Conributing Employer

  • Riverridge EPC Solutions

    Conributing Employer

  • RMF Nooter

    Conributing Employer

  • Shambaugh & Son

    Conributing Employer

Provenance

Return type
form_990
Tax year
2024
Filed
14 August 2026
IRS schema version
2024v5.5
Source object
202612289349300101

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