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← PLUMBERS AND FITTERS LOCAL UNION 295 HEALTH & WELFARE FUND

Form 990 for tax year 2024

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

Totals

Total revenue
$5,393,867
Total expenses
$4,729,496
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$5,050,373
Investment income
$343,494
Other revenue
$0
Total assets, end of year
$7,326,028
Total liabilities, end of year
$10,635
Net assets or fund balances, end of year
$7,315,393
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 $4,780,783 · related or exempt $4,780,783

  • 2b · Program service revenue: PARTICIPANT CONTRIBUTIONS

    total $269,590 · related or exempt $269,590

  • 3 · Investment income

    total $240,780 · excluded $240,780

  • 7a · Gross sales of assets other than inventory

    securities $2,890,428

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

    securities $2,787,714

  • 7c · Gain or loss

    securities $102,714

  • 7d · Net gain or loss

    total $102,714 · excluded $102,714

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $4,370,592

  • 11a · Fees: management

    total $70,239

  • 11b · Fees: legal

    total $30,000

  • 11c · Fees: accounting

    total $28,070

  • 11f · Fees: investment management

    total $60,742

  • 11g · Fees: other

    total $95,753

  • 13 · Office expenses

    total $21,207

  • 14 · Information technology

    total $4,559

  • 19 · Conferences, conventions and meetings

    total $7,439

  • 23 · Insurance

    total $8,612

  • 24a · Other expenses: REIMBURSED SHARED ADMIN

    total $32,283

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $524,852 · end of year $1,266,232

  • 2 · Savings and temporary cash investments

    beginning of year $730,284 · end of year $125,293

  • 4 · Accounts receivable

    beginning of year $459,209 · end of year $509,712

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,466 · end of year $2,452

  • 11 · Investments: publicly traded securities

    beginning of year $4,744,274 · end of year $5,372,339

  • 15 · Other assets

    beginning of year $0 · end of year $50,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,734 · end of year $10,635

  • 27 · Net assets without donor restrictions

    beginning of year $6,454,351 · end of year $7,315,393

Mission and programs · 2024

Mission

MULTI-EMPLOYER DEFINED BENEFIT HEALTH AND WELFARE FUND.

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

As filed on the 2024 return.

Listed in Part VII

  • Brett Mirsky

    UNION TRUSTEE

    Total calculated
    $162,436
    From this org
    $0
    From related orgs
    $91,653
    Other
    $70,783
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $91,653 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $47,512 related
    Nontaxable benefits
    $0 + $23,271 related
    Filer's total
    $0 + $162,436 related

  • Ralph Roberts

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Charles Long

    UNION TRUSTEE

    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.

  • ARIZONA PIPETRADES TRUST

  • ATLANTA PLUMBERS & STEAMFITTERS

  • BECHTEL CONST CORPCAPE

  • BRAGG COMPANIES PMI-SP

  • CARRIER BUILDING SERVICES

  • CLIMATE PROS

  • COLORADO PIPE INDUSTRY TR

  • COR3 MECHANICAL

  • DOUG EGNER PLUMBING & MEDICAL GAS

  • GENERAL MECHANICAL CORP

  • GOOD FLOWER CAPITAL LLC

  • GRIFFITH STAINLESS WELDING LLC

  • GULF COAST INDUSTRIAL

  • HILL YORK SERVICE CORP

  • JOHNSON CONTROLS INC

  • L295 JATC

  • L295 PLUMBERS & FITTERS

  • LIBURDI DIMETRICS CORP

  • MACALJON

  • MADISON AREA CONSTRUCTION

  • MCCLOSKEY MECHANICAL CONTRACTOR INC

  • MET CON INC

  • MILTON J WOOD CO

  • NOOTER CONSTRUCTION

  • 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

  • WW GAY MECH CONTRACTORS

Provenance

Return type
form_990
Tax year
2024
Filed
15 October 2025
IRS schema version
2024v5.2
Source object
202512889349303291

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