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← PLUMBERS AND FITTERS LOCAL UNION 295 HEALTH & WELFARE FUND

Form 990 for tax year 2023

Filed by PLUMBERS AND FITTERS LOCAL UNION 295 HEALTH & WELFARE FUND.

Totals

Total revenue
$4,506,832
Total expenses
$4,118,756
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$4,123,871
Investment income
$382,961
Other revenue
$0
Total assets, end of year
$6,461,085
Total liabilities, end of year
$6,734
Net assets or fund balances, end of year
$6,454,351
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

    total $3,878,320 · related or exempt $3,878,320

  • 2b · Program service revenue: PARTICIPANT CONTRIBUTIONS

    total $243,735 · related or exempt $243,735

  • 2c · Program service revenue: LITIGATIONS/SECURITIES SETTLEMENT

    total $1,816 · related or exempt $1,816

  • 3 · Investment income

    total $220,292 · excluded $220,292

  • 7a · Gross sales of assets other than inventory

    securities $2,886,893

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

    securities $2,724,224

  • 7c · Gain or loss

    securities $162,669

  • 7d · Net gain or loss

    total $162,669 · excluded $162,669

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $3,808,222

  • 11a · Fees: management

    total $65,349

  • 11b · Fees: legal

    total $5,552

  • 11c · Fees: accounting

    total $24,455

  • 11f · Fees: investment management

    total $55,627

  • 11g · Fees: other

    total $76,165

  • 13 · Office expenses

    total $18,694

  • 14 · Information technology

    total $10,354

  • 19 · Conferences, conventions and meetings

    total $16,029

  • 23 · Insurance

    total $5,405

  • 24a · Other expenses: REIMBURSED SHARED ADMIN

    total $32,904

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $427,800 · end of year $524,852

  • 2 · Savings and temporary cash investments

    beginning of year $432,437 · end of year $730,284

  • 4 · Accounts receivable

    beginning of year $450,798 · end of year $459,209

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,585 · end of year $2,466

  • 11 · Investments: publicly traded securities

    beginning of year $4,889,370 · end of year $4,744,274

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,118 · end of year $6,734

  • 25 · Other liabilities

    beginning of year $204,502 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $5,994,370 · end of year $6,454,351

Mission and programs · 2023

Mission

MULTI EMPLOYER DEFINED BENEFIT HEALTH AND WELFARE FUND.

  • PROVIDED COMPREHENSIVE HEALTH AND WELFARE BENEFITS FOR ALL ELIGIBLE PARTICIPANTS.

As filed on the 2023 return.

Listed in Part VII

  • Brett Mirsky

    UNION TRUSTEE

    Total calculated
    $160,172
    From this org
    $0
    From related orgs
    $90,600
    Other
    $69,572
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $90,600 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $46,932 related
    Nontaxable benefits
    $0 + $22,640 related
    Filer's total
    $0 + $160,172 related

  • Ralph Roberts

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Charles Long

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Tom Fonseca

    EMPLOYER TRUSTEE (P)

    Total calculated
    $0
    Hours/week
    1

  • Andrew Frattin

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mitch Cox

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey Smith

    EMPLOYER 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. 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.

  • ACRI

  • ANDREW FRATTIN PLUMBING I

  • ARIZONA PIPETRADES TRUST

  • ATLANTA PLUMBERS & STEAMF

  • BECHTEL CONST CORPCAPE

  • CARRIER BUILDING SERVICES

  • CLIMATE PROS

  • DOUG EGNER PLUMBING & MEDICAL GAS

  • GENERAL MECHANICAL CORP

  • GOOD FLOWER CAPITAL LLC

  • GRIFFITH STAINLESS WELDING LLC

  • HILL YORK SERVICE CORP

  • HM2 CORPORATION

  • JOHNSON CONTROLS INC

  • KINETIC SYSTEMS INC

  • LIBURDI DIMETRICS CORP

  • MACALJON

  • MADISON AREA CONSTRUCTION

  • MCCLOSKEY MECHANICAL CONTRACTOR INC

  • MET CON INC

  • MILTON J WOOD CO

  • PRECISION MECHANICAL INC

  • SAUER MECHANICAL LLC

  • SIEMENS BLDG TECH INC

  • THERMASERVE INC

  • THERMETRICS CORPORATION

  • TOMS PLUMBING INCORPORATE

  • TOTAL COMFORT SOLUTIONS I

  • TRANSCAN MECHANICAL LLC

  • UNION TEMPORARY SVCS INC

  • W SOULE & COMPANY

  • W W GAY MECH CONTRACTORS

Provenance

Return type
form_990
Tax year
2023
Filed
7 November 2024
IRS schema version
2023v5.1
Source object
202403129349301140

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