Form 990 for tax year 2023
Filed by UPPER PENINSULA PLUMBERS AND PIPEFITTERS HEALTH AND WELFARE FUN.
Totals
- Total revenue
- $5,468,767
- Total expenses
- $4,939,372
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $4,886,170
- Investment income
- $301,949
- Other revenue
- $280,648
- Total assets, end of year
- $10,393,768
- Total liabilities, end of year
- $3,098,541
- Net assets or fund balances, end of year
- $7,295,227
- Program services expenses (Part IX)
- $4,939,372
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $4,939,372
Program services were 100.0% 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 $4,615,652 · related or exempt $4,615,652
-
2b · Program service revenue: SELF PAYMENTS
total $270,518 · related or exempt $270,518
-
3 · Investment income
total $301,949 · related or exempt $301,949
-
11a · Other revenue: PRESCRIPTION REBATES
total $280,648 · related or exempt $280,648
-
11e · Other revenue, total
$280,648
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $4,451,083 · program services $4,451,083
-
11a · Fees: management
total $143,944 · program services $143,944
-
11b · Fees: legal
total $85,631 · program services $85,631
-
11c · Fees: accounting
total $17,900 · program services $17,900
-
11f · Fees: investment management
total $16,292 · program services $16,292
-
11g · Fees: other
total $188,630 · program services $188,630
-
13 · Office expenses
total $19,661 · program services $19,661
-
19 · Conferences, conventions and meetings
total $3,444 · program services $3,444
-
23 · Insurance
total $12,787 · program services $12,787
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $310,633 · end of year $262,895
-
2 · Savings and temporary cash investments
beginning of year $23,389 · end of year $10,678
-
4 · Accounts receivable
beginning of year $516,297 · end of year $400,004
-
9 · Prepaid expenses and deferred charges
beginning of year $1,518 · end of year $1,516
-
11 · Investments: publicly traded securities
beginning of year $8,512,753 · end of year $8,667,167
-
12 · Investments: other securities
beginning of year $525,735 · end of year $1,051,508
-
17 · Accounts payable and accrued expenses
beginning of year $82,804 · end of year $178,541
-
25 · Other liabilities
beginning of year $3,414,000 · end of year $2,920,000
-
31 · Retained earnings, endowment or other funds
beginning of year $6,393,521 · end of year $7,295,227
Mission and programs · 2023
Mission
TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE PLAN PARTICIPANTS, UNDER THE TERMS OF THE PLAN
-
PROVIDE HEALTH AND WELFARE BENEFITS TO ACTIVE AND RETIRED MEMBERS OF LABOR UNIONS COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENT
Expenses $4,939,372
As filed on the 2023 return.
Listed in Part VII
-
Dean GutzmanDEAN GUTZMAN
TRUSTEE
- Total calculated
- $98,394
- From this org
- $0
- From related orgs
- $98,394
- Other
- $0
- Hours/week
- 1 + 40 related
-
Scott PendegraftSCOTT PENDEGRAFT
TRUSTEE
- Total calculated
- $94,390
- From this org
- $0
- From related orgs
- $94,390
- Other
- $0
- Hours/week
- 1 + 40 related
-
Dan OstolaDAN OSTOLA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Scott ThrasherSCOTT THRASHER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Kip ZilischKIP ZILISCH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Yates Vanden HeuvelYATES VANDEN HEUVEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Eric BreyERIC BREY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
James MonsonJAMES MONSON
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.
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.
-
UP PLUMBERS & PIPEFITTERS PENSION
501A · PENSION · WI
-
UP PLUMBERS & PIPEFITTERS DC PLAN
501A · PENSION · WI
-
UP PLUMBERS & PIPEFITTERS EDUCATION
501C5 · EDUCATION · WI
-
UP PLUMBERS & PIPEFITTERS LOCAL 111
501C5 · LOCAL · MI
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.
-
Advantage Industrial Systems LLC
-
August Winter & Sons Inc
-
Beauchamp Plumbing & Heating
-
Berger & King Inc
-
CFMVR TESCO
-
COENEN MECHANICAL
-
Dresseler Mechanical Inc DMI
-
Duquaine Incorporated
-
Franklin Holwerda Company
-
Great Lakes Mechanical Inc
-
Henkels & Mccoy Inc
-
Hurckman Mechanical Ind Inc
-
Jamar Co The
-
Johns Refrigeration Inc
-
Johnson & Wood Llc
-
Johnson Controls Inc
-
M J Electric Llc248700Po Box 686
-
Mastercraft Plumbing
-
Meyer CR & Sons Company
-
Mi Building & Const Trades
-
Nicolet Shores Plumbing Inc
-
PETERSEN PLUMBING & HEATING CO
-
Prime Mechanical Contracting
-
Richers Refrigeration
-
Scheck Mechanical Corporation
-
Sikora Sheet Metal Inc
-
Songer Services Inc
-
TweetGarot Mechanical
-
United Contractors Inc
-
Valley Mechanical Inc
-
Wright Plumbing Heating & Cooling
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 7 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202521279349302782
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