Form 990 for tax year 2022
Filed by PLUMBING & PIPEFITTING INDUSTRY HEALTH & WELFARE FUND LOCAL UNION.
Totals
- Total revenue
- $23,089,687
- Total expenses
- $19,780,700
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $21,332,784
- Investment income
- $1,216,800
- Other revenue
- $540,103
- Total assets, end of year
- $35,247,994
- Total liabilities, end of year
- $6,102,224
- Net assets or fund balances, end of year
- $29,145,770
- 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 $13,155,398 · related or exempt $13,155,398
-
2b · Program service revenue: VACATION CONTRIBUTIONS
total $6,976,695 · related or exempt $6,976,695
-
2c · Program service revenue: PARTICIPANT CONTRIBUTIONS
total $1,200,691 · related or exempt $1,200,691
-
3 · Investment income
total $1,032,360 · related or exempt $1,032,360
-
7a · Gross sales of assets other than inventory
securities $36,269,738
-
7b · Less cost or other basis and sales expenses
securities $36,085,298
-
7c · Gain or loss
securities $184,440
-
7d · Net gain or loss
total $184,440 · related or exempt $184,440
-
11a · Other revenue: PRESCRIPTION REBATES
total $538,847 · related or exempt $538,847
-
11b · Other revenue: LITIGATION SETTLEMENT
total $1,256 · related or exempt $1,256
-
11e · Other revenue, total
$540,103
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $18,734,339
-
11b · Fees: legal
total $30,746
-
11c · Fees: accounting
total $32,796
-
11f · Fees: investment management
total $92,283
-
11g · Fees: other
total $462,207
-
13 · Office expenses
total $23,438
-
19 · Conferences, conventions and meetings
total $40,143
-
23 · Insurance
total $36,575
-
24a · Other expenses: NETWORK FEES
total $312,239
-
24b · Other expenses: BANK FEES
total $8,381
-
24c · Other expenses: ACA TAXES AND FEES
total $4,027
-
24d · Other expenses: MISCELLANEOUS
total $3,526
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $3,779,951 · end of year $3,825,751
-
2 · Savings and temporary cash investments
beginning of year $3,082,667 · end of year $1,224,288
-
4 · Accounts receivable
beginning of year $2,878,013 · end of year $2,614,520
-
9 · Prepaid expenses and deferred charges
beginning of year $30,279 · end of year $30,616
-
11 · Investments: publicly traded securities
beginning of year $23,590,580 · end of year $27,552,819
-
17 · Accounts payable and accrued expenses
beginning of year $2,172,859 · end of year $566,927
-
25 · Other liabilities
beginning of year $5,493,256 · end of year $5,535,297
-
31 · Retained earnings, endowment or other funds
beginning of year $25,695,375 · end of year $29,145,770
Mission and programs · 2022
Mission
TO PROVIDE HEALTH AND VACATION BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS
-
TO PROVIDE HEALTH AND VACATION BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS
As filed on the 2022 return.
Listed in Part VII
-
Derek AndersonDEREK ANDERSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Nick BumpaousNICK BUMPAOUS
TRUSTEE CHAI
- Total calculated
- $0
- Hours/week
- 1
-
Randy GohlRANDY GOHL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Wayne GohlWAYNE GOHL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Bill HughesBILL HUGHES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mack Bland IIIMACK BLAND III
TRUSTEE/SECR
- Total calculated
- $0
- Hours/week
- 1
-
Mack Bland IVMACK BLAND IV
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jim JarrettJIM JARRETT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Joseph KershisnikJOSEPH KERSHISNIK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
James MillbauerJAMES MILLBAUER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Randall WalliRANDALL WALLI
TRUSTEE/CHAI
- Total calculated
- $0
- Hours/week
- 1
-
Derek WorsechDEREK WORSECH
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.
-
REFRIGERATION AIR CONDITIONING
-
PLUMBERS LOCAL UNION NO 16
-
LOCAL 155
-
SOUTHEN CALIFORNIA PIPE TRADES
-
NORTHWEST PLUMBING AND PIPE
-
PIPE TRADES OF THE NORTHERN ROCKY
-
SEATTLE AREA PLUBMING & PIPEFITTING
-
PIPE TRADES OF THE NORTHERN ROCKY
-
ATLANTA PLUMBERS AND STEAMFITTERS
-
LOCAL 73
-
SOUTHERN CALIFORNIA PIPE TRADES
-
LOCAL 120
-
LOCAL 155 HW
-
TEXAS PIPE TRADES HEALTH
-
LOCAL 234 HW
-
PLUMBERS AND PIPEFITTERS LOCAL 286
-
UA LOCAL UNION 290 PLUMBER
-
IDAHO PIPE TRADES TRUST HEALTH
-
PIPE TRADES OF THE NORTHERN ROCKY
-
UA LOCAL 350 HEALTH WELFARE
-
TEXAS PIPE TRADES HEALTH BENEFIT
-
PLUMBERS AND PIPEFITTERS LOCAL 430
-
PLUMBING AND PIPEFITTING INDUSTRY
-
PIPE TRADES OF THE NORTHERN ROCKY
-
ARIZONA PIPE TRADES HEALTH
-
PIPEFITTERS & PLUMBERS LOCAL 524
-
LOCAL 562 HW
-
PIPEFITTERS' WELFARE FUND LOCAL 59
-
PIPELINE INDUSTRY BENEFIT FUND
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.
-
ALLIANT SYSTEMS LLC
-
APOLLO SHEET METAL
-
APPLIED PROCESS COOLING
-
BHI SPECIALITY SERVICES
-
BNB MECHANICAL LLC
-
BROTHERS PIPELINE CORP
-
CENTRAL WASHINGTON REFRIG
-
CFMVR TESCO LLC
-
CLIMATE PROS LLC
-
DAY & ZIMMERMANN NPS
-
DEVCO MECHANICAL INC
-
DG NUCLEAR
-
DOUBLE-KOLD
-
DUPILL GROUP
-
ESW PLANT SERVICES LLC
-
FLUOR MAINTENANCE SERVICES
-
HANGING H
-
HOLADAY-PARKS INC
-
INDIAN EYES LLC
-
INFRASOURCE SERVICES LLC
-
INTERMECH INC
-
IRON MOUNTAIN MANAGEMENT
-
J A T C
-
J GIVOO CONSULTANTS INC
-
J H KELLY LLC
-
JOHNSON CONTROLS
-
MACDONALD-MILLER FAC SOLU
-
MACKIN & LITTLE
-
MCCLINTOCK & TURK
-
MCKINSTRY COMPANY LLC
-
MICHELS UTILITY SERVICES
-
PLATINUM INDUSTRIAL INC
-
PLUMBERS & STEAMFITTERS L
-
POLHAMUS HEATING & AC
-
PROFESSIONAL PIPING
-
REDLINE MECHANICAL
-
S2 INDUSTRIAL INC
-
SNO VALLEY PROCESS SOLUTION
-
SOUTHLAND INDUSTRIES
-
UNIVERSITY MECHAN CONTR
-
VET FIRST MECHANICAL
-
WA TREATMENT COMPLETION C
-
WASHINGTON STATE ASSOCIAT
-
WILLIAMS PLANT SERVICES
-
YMC INC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 July 2023
- IRS schema version
- 2022v5.0
- Source object
- 202401979349302770
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