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← PLUMBERS & PIPEFITTERS-172 WELFARE FUND

Form 990 for tax year 2022

Filed by PLUMBERS & PIPEFITTERS-172 WELFARE FUND.

Totals

Total revenue
$10,131,517
Total expenses
$8,723,275
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$9,913,206
Investment income
$218,311
Other revenue
$0
Total assets, end of year
$16,620,734
Total liabilities, end of year
$52,201
Net assets or fund balances, end of year
$16,568,533
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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 - NET

    total $8,251,680 · related or exempt $8,251,680

  • 2b · Program service revenue: SELF-PAY CONTRIBUTIONS

    total $1,099,467 · related or exempt $1,099,467

  • 2c · Program service revenue: PRESCRIPTION DRUG SUBSIDIES AND R

    total $562,059 · related or exempt $562,059

  • 3 · Investment income

    total $285,118 · excluded $285,118

  • 7a · Gross sales of assets other than inventory

    securities $3,494,830

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

    securities $3,561,637

  • 7c · Gain or loss

    securities -$66,807

  • 7d · Net gain or loss

    total -$66,807 · excluded -$66,807

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $8,306,882

  • 11a · Fees: management

    total $190,765

  • 11b · Fees: legal

    total $41,433

  • 11c · Fees: accounting

    total $50,000

  • 11f · Fees: investment management

    total $22,069

  • 11g · Fees: other

    total $62,621

  • 13 · Office expenses

    total $29,634

  • 14 · Information technology

    total $1,800

  • 19 · Conferences, conventions and meetings

    total $2,057

  • 23 · Insurance

    total $12,258

  • 24a · Other expenses: FEES MANDATED BY ACA

    total $3,756

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $919,611 · end of year $845,658

  • 2 · Savings and temporary cash investments

    beginning of year $28,639 · end of year $28,980

  • 4 · Accounts receivable

    beginning of year $1,193,116 · end of year $1,026,346

  • 9 · Prepaid expenses and deferred charges

    beginning of year $114,000 · end of year $74,859

  • 10a · Land, buildings and equipment: cost or other basis

    $190,661

  • 10b · Land, buildings and equipment: accumulated depreciation

    $114,565

  • 10c · Land, buildings and equipment, net

    beginning of year $114,228 · end of year $76,096

  • 11 · Investments: publicly traded securities

    beginning of year $14,057,073 · end of year $14,568,795

  • 17 · Accounts payable and accrued expenses

    beginning of year $146,977 · end of year $52,201

  • 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 $16,279,690 · end of year $16,568,533

Mission and programs · 2022

Mission

PROVIDE HEALTH BENEFITS.

Activities or mission (Part I)

TO PROVIDE HEALTH BENEFITS.

  • TO PROVIDE MEDICAL, VISION, DENTAL, PRESCRIPTION DRUG AND DISABILITY BENEFITS FOR ELIGIBLE PARTICIPANTS. THE FUND ALSO PROVIDES LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT AND LOSS OF SIGHT INSURANCE FOR ELIGIBLE PARTICIPANTS.

As filed on the 2022 return.

Listed in Part VII

  • Broc Buczolich

    TRUSTEE

    Total calculated
    $2,820
    From this org
    $0
    From related orgs
    $2,820
    Other
    $0
    Hours/week
    2 + 5 related
  • Kevin Conery

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Dave Niezgodski

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Tim Freet

    TRUSTEE

    Total calculated
    $4,278
    From this org
    $0
    From related orgs
    $4,278
    Other
    $0
    Hours/week
    2 + 1 related
  • Kurt Meade

    ALTERNATE TRUSTEE

    Total calculated
    $177,056
    From this org
    $0
    From related orgs
    $107,688
    Other
    $69,368
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $107,688 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $52,125 related
    Nontaxable benefits
    $0 + $17,243 related
    Filer's total
    $0 + $177,056 related
  • Matthew Mert

    ALTERNATE TRUSTEE

    Total calculated
    $0
    Hours/week
    2

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.

  • U A LOCAL 172-JATC

    CONTRIBUTING EMPLOYER

  • LOCAL 10

    CONTRIBUTING EMPLOYER

  • LOCAL 125

    CONTRIBUTING EMPLOYER

  • LOCAL 166

    CONTRIBUTING EMPLOYER

  • LOCAL 190

    CONTRIBUTING EMPLOYER

  • LOCAL 50

    CONTRIBUTING EMPLOYER

  • LOCAL 597

    CONTRIBUTING EMPLOYER

  • LOCAL 85

    CONTRIBUTING EMPLOYER

  • LOCAL 136

    CONTRIBUTING EMPLOYER

  • LOCAL 172

    CONTRIBUTING EMPLOYER

  • LOCAL 174

    CONTRIBUTING EMPLOYER

  • LOCAL 177

    CONTRIBUTING EMPLOYER

  • LOCAL 189

    CONTRIBUTING EMPLOYER

  • LOCAL 198

    CONTRIBUTING EMPLOYER

  • LOCAL 412

    CONTRIBUTING EMPLOYER

  • LOCAL 633

    CONTRIBUTING EMPLOYER

  • PLUMBERS & PIPEFITTERS LOCAL 172 PENSION FUND

    401A · PROVIDES RETIREMENT BENEFITS TO PARTICIPANTS · IN

  • LOCAL 630

    CONTRIBUTING EMPLOYER

  • LOCAL 210

    CONTRIBUTING EMPLOYER

  • LOCAL 357

    CONTRIBUTING EMPLOYER

  • LOCAL 525

    CONTRIBUTING EMPLOYER

  • LOCAL 434

    CONTRIBUTING EMPLOYER

  • UA LOCAL 63 & 353

    CONTRIBUTING EMPLOYER

  • ARIZONA PIPE TRADES TRUST

    CONTRIBUTING EMPLOYER

  • PLBS & STEAMFITTERS LOCAL 440

    CONTRIBUTING EMPLOYER

  • PLBS & STEAMFITTERS LOCAL 152

    CONTRIBUTING EMPLOYER

  • BENESYS INC - LOCAL 166

    CONTRIBUTING EMPLOYER

  • DULUTH BUILDING TRADES H&W

    CONTRIBUTING EMPLOYER

  • INDIANA STATE PIPE TRADES ASSO

    CONTRIBUTING EMPLOYER

  • LOCAL 131

    CONTRIBUTING EMPLOYER

  • LOCAL 234

    CONTRIBUTING EMPLOYER

  • LOCAL 290

    CONTRIBUTING EMPLOYER

  • LOCAL 440

    CONTRIBUTING EMPLOYER

  • LOCAL 669

    CONTRIBUTING EMPLOYER

  • LOCAL 725

    CONTRIBUTING EMPLOYER

  • P & P TRADES INDUSTRY H & W

    CONTRIBUTING EMPLOYER

  • PLUMBERS LOCAL 210

    CONTRIBUTING EMPLOYER

  • PLUMBERS LU #357

    CONTRIBUTING EMPLOYER

  • NPF - LOCAL 469

    CONTRIBUTING EMPLOYER

  • NPF - LOCAL 537

    CONTRIBUTING EMPLOYER

  • NPF - LOCAL 760

    CONTRIBUTING EMPLOYER

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.

  • ACCELERATED SVCS

    CONTRIBUTING EMPLOYER

  • BENCHMARK MECHANICAL

    CONTRIBUTING EMPLOYER

  • BENTON MECH SVC INC

    CONTRIBUTING EMPLOYER

  • CAVINDER MECH INC

    CONTRIBUTING EMPLOYER

  • CENTERLINE MECH CONTR INC

    CONTRIBUTING EMPLOYER

  • D A DODD INC

    CONTRIBUTING EMPLOYER

  • DYNAMIC MECH (HOFFMAN RF)

    CONTRIBUTING EMPLOYER

  • ELEC MAINT & CONSTR INC

    CONTRIBUTING EMPLOYER

  • F S A MECH SVCS LLC

    CONTRIBUTING EMPLOYER

  • GRIFFEN PLBG HTG CLG INC

    CONTRIBUTING EMPLOYER

  • HERRMAN & GOETZ INC

    CONTRIBUTING EMPLOYER

  • IDEAL CONSOLIDATED INC

    CONTRIBUTING EMPLOYER

  • J & K SERVICE INC

    CONTRIBUTING EMPLOYER

  • JOHNSON CONTROLS INC

    CONTRIBUTING EMPLOYER

  • KIEWIT POWER

    CONTRIBUTING EMPLOYER

  • MECH CONCEPTS INC

    CONTRIBUTING EMPLOYER

  • NIEZGODSKI PLBG & HTG INC

    CONTRIBUTING EMPLOYER

  • O J S BUILDING SVCS INC

    CONTRIBUTING EMPLOYER

  • PRO SERVICES

    CONTRIBUTING EMPLOYER

  • QUALITY PLBG & HTG INC

    CONTRIBUTING EMPLOYER

  • S L R PLBG & SEWER CLEAN

    CONTRIBUTING EMPLOYER

  • SHAMBAUGH & SON INC

    CONTRIBUTING EMPLOYER

  • EDWARD J WHITE INC

    CONTRIBUTING EMPLOYER

  • ACMS GROUP INC

    CONTRIBUTING EMPLOYER

  • BOB FRAME PLBG & HTG INC

    CONTRIBUTING EMPLOYER

  • HUSSMANN SVCS CORP

    CONTRIBUTING EMPLOYER

  • ZIMMERMAN INDL PIPING INC

    CONTRIBUTING EMPLOYER

  • CLIMATE PRO

    CONTRIBUTING EMPLOYER

  • RW LAPINE INC

    CONTRIBUTING EMPLOYER

  • A M S MECH SYSTEMS INC

    CONTRIBUTING EMPLOYER

  • A P COM POWER

    CONTRIBUTING EMPLOYER

  • BLOOMFIELD MECHANICAL

    CONTRIBUTING EMPLOYER

  • BMWC CONSTRUCTORS INC

    CONTRIBUTING EMPLOYER

  • BOWEN ENG CORP

    CONTRIBUTING EMPLOYER

  • CONSOLIDATE MECHANICAL

    CONTRIBUTING EMPLOYER

  • CUSTOM REFRIGERATION COMPANY

    CONTRIBUTING EMPLOYER

  • HMH CONTRACTORS INC

    CONTRIBUTING EMPLOYER

  • J W PLBG & HTG SERVICES LLC

    CONTRIBUTING EMPLOYER

  • MORRISON CONSTRUCTION

    CONTRIBUTING EMPLOYER

  • NORTHWEST MECHANICAL INC

    CONTRIBUTING EMPLOYER

  • PROJECT DESIGN & PIPING INC

    CONTRIBUTING EMPLOYER

  • QUARTERBEND LLC

    CONTRIBUTING EMPLOYER

  • VIC TRIPPEL PLBG & HTG INC

    CONTRIBUTING EMPLOYER

Provenance

Return type
form_990
Tax year
2022
Filed
6 December 2023
IRS schema version
2022v5.0
Source object
202303409349301200

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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