Form 990 for tax year 2023
Filed by PLUMBERS & PIPE FITTERS-23 HEALTH & WELFARE FUND.
Totals
- Total revenue
- $13,967,148
- Total expenses
- $13,473,170
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $13,414,246
- Investment income
- $551,562
- Other revenue
- $1,340
- Total assets, end of year
- $32,453,221
- Total liabilities, end of year
- $367,828
- Net assets or fund balances, end of year
- $32,085,393
- 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 $11,997,188 · related or exempt $11,997,188
-
2b · Program service revenue: PARTICIPANT AND RETIREE CONTRIBUT
total $752,325 · related or exempt $752,325
-
2c · Program service revenue: PRESCRIPTION DRUG REBATES
total $441,032 · related or exempt $441,032
-
2d · Program service revenue: CLINIC ADMINISTRATION FEES
total $126,620 · related or exempt $126,620
-
2e · Program service revenue: SUBROGATION
total $97,081 · related or exempt $97,081
-
3 · Investment income
total $795,631 · excluded $795,631
-
7a · Gross sales of assets other than inventory
securities $19,170,558
-
7b · Less cost or other basis and sales expenses
securities $19,414,627
-
7c · Gain or loss
securities -$244,069
-
7d · Net gain or loss
total -$244,069 · excluded -$244,069
-
11a · Other revenue: MISCELLANEOUS
total $1,340 · excluded $1,340
-
11e · Other revenue, total
$1,340
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $12,668,656
-
7 · Other salaries and wages
total $53,613
-
8 · Pension plan contributions
total $10,395
-
9 · Other employee benefits
total $26,201
-
10 · Payroll taxes
total $11,495
-
11a · Fees: management
total $310,353
-
11b · Fees: legal
total $49,176
-
11c · Fees: accounting
total $43,735
-
11f · Fees: investment management
total $76,615
-
11g · Fees: other
total $101,378
-
13 · Office expenses
total $30,302
-
14 · Information technology
total $1,793
-
16 · Occupancy
total $36,619
-
19 · Conferences, conventions and meetings
total $15,693
-
22 · Depreciation, depletion and amortization
total $8,391
-
23 · Insurance
total $18,310
-
24a · Other expenses: LOSS ON DISPOSAL OF EQU
total $4,646
-
24b · Other expenses: MISCELLANEOUS
total $3,723
-
24c · Other expenses: FEES MANDATED BY ACA
total $2,076
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,593,090 · end of year $830,898
-
2 · Savings and temporary cash investments
beginning of year $255,824 · end of year $312,984
-
4 · Accounts receivable
beginning of year $1,415,564 · end of year $1,511,599
-
9 · Prepaid expenses and deferred charges
beginning of year $88,498 · end of year $92,756
-
10a · Land, buildings and equipment: cost or other basis
$450,035
-
10b · Land, buildings and equipment: accumulated depreciation
$421,138
-
10c · Land, buildings and equipment, net
beginning of year $37,418 · end of year $28,897
-
11 · Investments: publicly traded securities
beginning of year $25,605,407 · end of year $29,674,699
-
15 · Other assets
beginning of year $9,400 · end of year $1,388
-
17 · Accounts payable and accrued expenses
beginning of year $81,307 · end of year $361,086
-
19 · Deferred revenue
beginning of year $4,208 · end of year $6,513
-
25 · Other liabilities
beginning of year $2,050 · end of year $229
-
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 $28,917,636 · end of year $32,085,393
Mission and programs · 2023
Mission
PROVIDE HEALTH BENEFITS
-
TO PROVIDE HEALTH CARE, LIFE, DENTAL, VISION, PRESCRIPTION DRUG AND DISABILITY BENEFITS FOR ELIGIBLE PARTICIPANTS AND/OR THEIR DEPENDENTS IN ACCORDANCE WITH THE PLAN DOCUMENT AND SCHEDULE OF BENEFITS.
As filed on the 2023 return.
Listed in Part VII
-
Timothy HuffTIMOTHY HUFF
CHAIRMAN
- Total calculated
- $287,549
- From this org
- $0
- From related orgs
- $176,909
- Other
- $110,640
- Hours/week
- 1 + 55 related
Schedule J breakdown matched by us
- Base
- $0 + $171,720 related
- Bonus
- $0
- Other
- $0 + $5,189 related
- Deferred
- $0 + $76,560 related
- Nontaxable benefits
- $0 + $34,080 related
- Filer's total
- $0 + $287,549 related
-
Ryan MarshallRYAN MARSHALL
TRUSTEE
- Total calculated
- $248,062
- From this org
- $0
- From related orgs
- $149,432
- Other
- $98,630
- Hours/week
- 1 + 51 related
Schedule J breakdown matched by us
- Base
- $0 + $145,344 related
- Bonus
- $0
- Other
- $0 + $4,088 related
- Deferred
- $0 + $67,276 related
- Nontaxable benefits
- $0 + $31,354 related
- Filer's total
- $0 + $248,062 related
-
Ryan TraceyRYAN TRACEY
TRUSTEE
- Total calculated
- $249,954
- From this org
- $0
- From related orgs
- $151,324
- Other
- $98,630
- Hours/week
- 1 + 51 related
Schedule J breakdown matched by us
- Base
- $0 + $146,606 related
- Bonus
- $0
- Other
- $0 + $4,718 related
- Deferred
- $0 + $67,276 related
- Nontaxable benefits
- $0 + $31,354 related
- Filer's total
- $0 + $249,954 related
-
William SpragueWILLIAM SPRAGUE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Brian HelmBRIAN HELM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Robert WoodenROBERT WOODEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Gregory HillGREGORY HILL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Rick LundvallRICK LUNDVALL
ALTERNATE TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Greg HarleGREG HARLE
ALTERNATE TRUSTEE
- Total calculated
- $218,120
- From this org
- $0
- From related orgs
- $154,218
- Other
- $63,902
- Hours/week
- 1 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $153,060 related
- Bonus
- $0
- Other
- $0 + $1,158 related
- Deferred
- $0 + $31,736 related
- Nontaxable benefits
- $0 + $32,166 related
- Filer's total
- $0 + $218,120 related
-
Josh CeroniJOSH CERONI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 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. 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.
-
UNITED ASSOCIATION OF PLUMBERS & PIPEFITTERS LOCAL 23
401(A) · PROVIDE PENSION BENEFITS · IL
Directly controlled by NOT APPLICABLE
-
PLUMBERS & PIPEFITTES LOCAL 23 UA TRAINING FUND
501(C)5 · APPRENTICE AND JOURNEYMEN TRAINING · IL
Directly controlled by NOT APPLICABLE
-
ROCKFORD PIPE TRADES INDUSTRY 401(K) PLAN
401(A) · PROVIDE RETIREMENT BENEFITS · IL
Directly controlled by NOT APPLICABLE
-
UNITED ASSOCIATION OF PLUMBERS & PIPEFITTERS LOCAL 23
501(C)5 · CONTRIBUTING EMPLOYER · IL
Directly controlled by NOT APPLICABLE
-
ROCKFORD PIPE TRADES LABOR MANAGEMENT COOPERATION COUNCIL
501(C)(6) · LABOR MANAGEMENT COOPERATION COUNCIL · IL
Directly controlled by NOT APPLICABLE
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.
-
1901 INC
CONTRIBUTING EMPLOYER
-
ADVANTAGE POINT GROUP INC
CONTRIBUTING EMPLOYER
-
ALLIED POWER LLC
CONTRIBUTING EMPLOYER
-
ALPHA CONTROLS & SERVICES
CONTRIBUTING EMPLOYER
-
AREA MECHANICAL INC
CONTRIBUTING EMPLOYER
-
ATOMATIC MECHANICAL SERVICES
CONTRIBUTING EMPLOYER
-
AUTOMATIC ENVIRONMENTAL
CONTRIBUTING EMPLOYER
-
AUTOMATIC FIRE SYSTEMS INC
CONTRIBUTING EMPLOYER
-
BASSETT MECHANICAL
CONTRIBUTING EMPLOYER
-
CERONI PIPING CO
CONTRIBUTING EMPLOYER
-
CFMVR TESCO
CONTRIBUTING EMPLOYER
-
CLE CONTRACTING LLC
CONTRIBUTING EMPLOYER
-
CLIMATE PROS INC
CONTRIBUTING EMPLOYER
-
COMMERCIAL MECHANICAL INC
CONTRIBUTING EMPLOYER
-
CONSOLIDATED MECHANICAL
CONTRIBUTING EMPLOYER
-
DILLETT MECHANICAL SERVICE
CONTRIBUTING EMPLOYER
-
EWING DOHERTY MECHANICAL
CONTRIBUTING EMPLOYER
-
FIVE STAR PLUMBING CO
CONTRIBUTING EMPLOYER
-
GA RICH & SONS
CONTRIBUTING EMPLOYER
-
GEOSTAR MECHANICAL INC
CONTRIBUTING EMPLOYER
-
HARTWIG MECHANICAL
CONTRIBUTING EMPLOYER
-
HAYES INDUSTRIES INC
CONTRIBUTING EMPLOYER
-
HELM MECHANICAL - METAL TRADES
CONTRIBUTING EMPLOYER
-
HONEYWELL INC
CONTRIBUTING EMPLOYER
-
HUSSMANN CORPORATION
CONTRIBUTING EMPLOYER
-
INDEPENDENT MECHANICAL INDUSTRIES INC
CONTRIBUTING EMPLOYER
-
JB CONTRACTING CORP
CONTRIBUTING EMPLOYER
-
JM AARUD MECHANICAL
CONTRIBUTING EMPLOYER
-
JOHN E GREEN CO
CONTRIBUTING EMPLOYER
-
JOHNSON CONTROLS INC
CONTRIBUTING EMPLOYER
-
LOESCHER HEATING & AC
CONTRIBUTING EMPLOYER
-
MCT SERVICES LLC
CONTRIBUTING EMPLOYER
-
MECHANICAL SERVICE INC
CONTRIBUTING EMPLOYER
-
MIDWEST MECHANICAL INDUST (BYRON)
CONTRIBUTING EMPLOYER
-
MIDWEST REFRIGERATION
CONTRIBUTING EMPLOYER
-
MILLER ENGINEERING COMPANY
CONTRIBUTING EMPLOYER
-
MODERN PIPING INC
CONTRIBUTING EMPLOYER
-
MO-ST PLUMBING & MECHANICAL
CONTRIBUTING EMPLOYER
-
MVP PLUMBING CORP
CONTRIBUTING EMPLOYER
-
NELSON CARLSON MECH CONTR
CONTRIBUTING EMPLOYER
-
NJ MECHANICAL LLC
CONTRIBUTING EMPLOYER
-
PEARSON PLUMBING & HTG - H&W HRA ONLY
CONTRIBUTING EMPLOYER
-
PRECISION PIPING INC
CONTRIBUTING EMPLOYER
-
PREMISTAR
CONTRIBUTING EMPLOYER
-
ROCK VALLEY CONCRETE CUT
CONTRIBUTING EMPLOYER
-
RPM PLUMBING LLC
CONTRIBUTING EMPLOYER
-
SERVICE CONCEPTS
CONTRIBUTING EMPLOYER
-
SERVICE PLUMBING
CONTRIBUTING EMPLOYER
-
SIEMENS ENERGY GENERATION SVCS CO
CONTRIBUTING EMPLOYER
-
TCJ MECHANICAL INC
CONTRIBUTING EMPLOYER
-
TOTAL PLUMBING & HEATING
CONTRIBUTING EMPLOYER
-
TRITON TEST BALANCE DESIGN
CONTRIBUTING EMPLOYER
-
WILHELMI PLUMBING LLC
CONTRIBUTING EMPLOYER
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 19 September 2024
- IRS schema version
- 2023v5.1
- Source object
- 202412639349301661
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