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← PLUMBERS & STEAMFITTERS LOCAL 577 HEALTH AND WELFARE FUND

Form 990 for tax year 2024

Filed by PLUMBERS & STEAMFITTERS LOCAL 577 HEALTH AND WELFARE FUND.

Totals

Total revenue
$8,219,619
Total expenses
$8,195,876
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$7,985,713
Investment income
$230,320
Other revenue
$3,586
Total assets, end of year
$4,395,803
Total liabilities, end of year
$207,145
Net assets or fund balances, end of year
$4,188,658
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% 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 $7,313,631 · related or exempt $7,313,631

  • 2b · Program service revenue: EMPLOYEE CONTRIBUTIONS

    total $672,082 · related or exempt $672,082

  • 3 · Investment income

    total $65,388 · excluded $65,388

  • 7a · Gross sales of assets other than inventory

    securities $2,716,526 · other assets $39,644

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

    securities $2,591,238

  • 7c · Gain or loss

    securities $125,288 · other assets $39,644

  • 7d · Net gain or loss

    total $164,932 · related or exempt $125,288 · excluded $39,644

  • 11a · Other revenue: OTHER INCOME

    total $3,586 · related or exempt $3,586

  • 11e · Other revenue, total

    $3,586

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $7,810,631

  • 11b · Fees: legal

    total $7,493

  • 11c · Fees: accounting

    total $9,000

  • 19 · Conferences, conventions and meetings

    total $195

  • 24a · Other expenses: CLAIMS ADMINISTRATION

    total $242,896

  • 24b · Other expenses: CONTRACT ADMINISTRATION

    total $68,923

  • 24c · Other expenses: INVESTMENT FEES

    total $24,710

  • 24d · Other expenses: CONSULTING FEES

    total $13,955

  • 24e · All other expenses

    total $18,073

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $252,340

  • 2 · Savings and temporary cash investments

    beginning of year $59,042 · end of year $52,620

  • 4 · Accounts receivable

    beginning of year $891,549 · end of year $1,299,325

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,244 · end of year $5,876

  • 11 · Investments: publicly traded securities

    beginning of year $3,024,257 · end of year $3,037,982

  • 17 · Accounts payable and accrued expenses

    beginning of year $27,726 · end of year $207,145

  • 27 · Net assets without donor restrictions

    beginning of year $4,202,706 · end of year $4,188,658

Mission and programs · 2024

Mission

PROVISION OF HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.

  • THE PLAN PROVIDES HEALTH COVERAGE AND OTHER WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.

As filed on the 2024 return.

Listed in Part VII

  • Scott Bender

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Robert Cole

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Tony Dingus

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Bobby Evans

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • William Spriggs

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jonathan D Stapleton

    TRUSTEE

    Total calculated
    $0
    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.

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.

  • BHI ENERGY

  • MORSEY CONSTRUCTORS

  • AJ STOCKMEISTER INC

  • MCGRAWS PLUMBING LLC

  • AP COMPOWER INC

  • BB&E INC

  • BOWEN ENGINEERING

  • CHERNE CONTRACTING

  • CORVAL CONSTRUCTORS

  • DEBRA KUEMPEL

  • ENERFAB CORPORATION

  • FLUOR CONSTRUCTORS

  • GEIGER BROS MECHANICAL CONTRACTORS

  • J&J GENERAL MAINTENANCE

  • LIMBACH COM

  • MECHANICAL CONSTRUCTION CO

  • MID-ATLANTIC CONSTRUCTION INC

  • OHIO STATE PLUMBERS

  • AIRCO WELDING SERVICES

  • OHIO VALLEY VENEER

  • PIONEER PIPE

  • PIPE TRADES

  • PL & PIPE 577 APPRENTICE PROG

  • PLUMBERS 577 ADMIN

  • SAUER INDUSTRIAL

  • SHAMBAUGH & SONDS

  • CBI

  • TRI-AMERICA

  • UNITED CONSTRUCTION CO

  • KIEWIT ENERGY GROUP INC

  • PROFESSIONAL CONSTRUCTION

  • WISE SERVICES

  • N ROCKY MNT PT

Provenance

Return type
form_990
Tax year
2024
Filed
15 July 2026
IRS schema version
2024v5.0
Source object
202641969349301319

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