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← STEAMFITTERS LOCAL UNION 420 WELFARE FUND

Form 990 for tax year 2022

Filed by STEAMFITTERS LOCAL UNION 420 WELFARE FUND.

Totals

Total revenue
$90,200,112
Total expenses
$81,910,568
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$89,777,732
Investment income
$422,380
Other revenue
$0
Total assets, end of year
$204,813,509
Total liabilities, end of year
$6,969,697
Net assets or fund balances, end of year
$197,843,812
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: RECEIPTS FROM EMPLOYER

    total $74,504,595 · related or exempt $74,504,595

  • 2b · Program service revenue: PARTICIPANT CONTRIBUTI

    total $15,230,008 · related or exempt $15,230,008

  • 2f · All other program service revenue

    total $43,129 · related or exempt $43,129

  • 3 · Investment income

    total $4,385,329 · excluded $4,385,329

  • 7a · Gross sales of assets other than inventory

    securities $80,222,649

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

    securities $84,185,598

  • 7c · Gain or loss

    securities -$3,962,949

  • 7d · Net gain or loss

    total -$3,962,949 · related or exempt -$3,962,949

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $78,098,324

  • 5 · Compensation of officers, directors and key employees

    total $217,226

  • 7 · Other salaries and wages

    total $102,043

  • 8 · Pension plan contributions

    total $46,093

  • 9 · Other employee benefits

    total $42,356

  • 10 · Payroll taxes

    total $17,877

  • 11a · Fees: management

    total $405,472

  • 11b · Fees: legal

    total $92,844

  • 11c · Fees: accounting

    total $44,728

  • 11f · Fees: investment management

    total $278,224

  • 11g · Fees: other

    total $2,277,125

  • 13 · Office expenses

    total $142,976

  • 16 · Occupancy

    total $32,392

  • 19 · Conferences, conventions and meetings

    total $16,024

  • 22 · Depreciation, depletion and amortization

    total $3,818

  • 23 · Insurance

    total $31,750

  • 24a · Other expenses: MEDICAL CLAIMS AUDIT FE

    total $35,000

  • 24b · Other expenses: PCORI FEES

    total $24,651

  • 24c · Other expenses: TELEPHONE

    total $1,645

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $11,660,512 · end of year $24,544,127

  • 2 · Savings and temporary cash investments

    beginning of year $1,915,498 · end of year $2,818,055

  • 4 · Accounts receivable

    beginning of year $8,720,774 · end of year $7,931,695

  • 9 · Prepaid expenses and deferred charges

    beginning of year $673,967 · end of year $34,812

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

    $144,588

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

    $93,680

  • 10c · Land, buildings and equipment, net

    beginning of year $54,726 · end of year $50,908

  • 11 · Investments: publicly traded securities

    beginning of year $117,333,322 · end of year $95,432,248

  • 12 · Investments: other securities

    beginning of year $59,224,075 · end of year $70,492,824

  • 15 · Other assets

    beginning of year $3,153,359 · end of year $3,508,840

  • 17 · Accounts payable and accrued expenses

    beginning of year $397,955 · end of year $364,028

  • 25 · Other liabilities

    beginning of year $5,293,834 · end of year $6,605,669

  • 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 $197,044,444 · end of year $197,843,812

Mission and programs · 2022

Mission

THIS PLAN PROVIDES SICK, ACCIDENT, HEALTH, VISION, DENTAL, DEATH AND VACATION BENEFITS TO ITS ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

  • THIS PLAN PROVIDES SICK, ACCIDENT, HEALTH, VISION, DENTAL, DEATH AND VACATION BENEFITS TO ITS ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. THIS IS ESSENTIALLY THE ONLY PROGRAM SERVICE OF THE ORGANIZATION AND ALL OF THE REVENUES AND EXPENSES ARE CONSIDERED TO BE FOR THIS PURPOSE.

As filed on the 2022 return.

Listed in Part VII

  • James Snell

    CO-CHAIRMAN

    Total calculated
    $385,713
    From this org
    $0
    From related orgs
    $227,646
    Other
    $158,067
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $224,484 related
    Bonus
    $0
    Other
    $0 + $3,162 related
    Deferred
    $0 + $117,942 related
    Nontaxable benefits
    $0 + $40,125 related
    Filer's total
    $0 + $385,713 related

  • Jim Dougherty

    CO-CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Thomas Redden

    TRUSTEE

    Total calculated
    $332,338
    From this org
    $0
    From related orgs
    $195,023
    Other
    $137,315
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $188,206 related
    Bonus
    $0
    Other
    $0 + $6,817 related
    Deferred
    $0 + $101,202 related
    Nontaxable benefits
    $0 + $36,113 related
    Filer's total
    $0 + $332,338 related

  • James Gaffney

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Orville Robinson

    TRUSTEE

    Total calculated
    $26,484
    From this org
    $0
    From related orgs
    $17,489
    Other
    $8,995
    Hours/week
    1 + 44 related

  • Leonard Dituillio

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Patrick Sheridan Resigned

    TRUSTEE

    Total calculated
    $320,656
    From this org
    $0
    From related orgs
    $184,632
    Other
    $136,024
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $182,899 related
    Bonus
    $0
    Other
    $0 + $1,733 related
    Deferred
    $0 + $100,607 related
    Nontaxable benefits
    $0 + $35,417 related
    Filer's total
    $0 + $320,656 related

  • Kevin Heffernan Resigned

    TRUSTEE

    Total calculated
    $12,100
    From this org
    $0
    From related orgs
    $6,891
    Other
    $5,209
    Hours/week
    1 + 44 related

  • Robert Winther

    ADMINISTRATOR

    Total calculated
    $307,555
    From this org
    $74,743
    From related orgs
    $112,114
    Other
    $120,698
    Hours/week
    9 + 36 related

    Schedule J breakdown matched by us

    Base
    $73,321 + $109,982 related
    Bonus
    $0
    Other
    $1,422 + $2,132 related
    Deferred
    $33,834 + $50,751 related
    Nontaxable benefits
    $14,445 + $21,668 related
    Filer's total
    $123,022 + $184,533 related

  • James Rocks

    ASSISTANT ADMINISTRATOR

    Total calculated
    $235,512
    From this org
    $61,130
    From related orgs
    $91,695
    Other
    $82,687
    Hours/week
    9 + 36 related

    Schedule J breakdown matched by us

    Base
    $61,130 + $91,695 related
    Bonus
    $0
    Other
    $0
    Deferred
    $20,234 + $30,353 related
    Nontaxable benefits
    $12,840 + $19,260 related
    Filer's total
    $94,204 + $141,308 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.

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • AJC MECHANICAL SERVICES LLC

  • ALL TRADES DISTRIBUTION LLC

  • ALLIED POWER SERVICES LLC

  • ANDREW JAMES MECHANICAL

  • AXIS KITCHEN INSTALLATION LLC

  • BALANCE POINT HEATING & AIR LLC

  • BATES BROTHERS MECHANICAL LLC

  • BINSKY & SNYDER LLC

  • BINSKY SERVICE LLC

  • CFM VR - TESCO LLC

  • CLIMATE PROS

  • CMS MECHANICAL CONTRACTING LLC

  • COMMAND MECHANICAL GROUP LLC

  • COMMERICAL TANKLESS SOLUTIONS LLC

  • DAY MECHANICAL LLC

  • DIRECT AIR LLC

  • ENERGY SERVICES LLC

  • FLANAGAN MECHANICAL SERVICES LLC

  • H & W MECHANICAL SERVICES LLC

  • HWE MECHANICAL LLC

  • I T C DELAWARE VALLEY LLC

  • INFRASOURCE CONTRUCTION LLC

  • JLYNN LLC

  • KISBY-LEES MECHANICAL LLC

  • LAREDO MECHANICAL LLC

  • MARX NJ GROUP LLC TA HALO

  • MC CARLS LLC

  • MIKE LOVES HVAC

  • MOXIE MECHANICAL LLC

  • P-111 LLC

  • PARADIGM MECHANICAL LLC

  • PMC MECHANICAL LP

  • PRECISION MECHANICAL SERVICES LLC

  • PROGRESSIVE MECHANICAL LLC

  • PT MECHANICAL GROUP LLC

  • RUCCI BROTHERS LLC

  • SCANLON ASSOC INDUSTRIAL CONTRACTORS LLC

  • TLC MECHANICAL LLC

  • TOTAL COMFORT MECHANICAL LLC

  • TRISTATE HVAC EQUIPMENT LLC

  • TRUST MECHANICAL LLC

  • UPLAND PIPE LLC

  • WESTINGHOUSE ELECTRIC

  • WILLIARD LIMBACH

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • A A DUCKETT INC

  • A S L REFRIGERATION INC

  • A T CHADWICK CO INC

  • AAA REFRIGERATION SERVICES INC

  • ABLE ENGINEERING SERVICES

  • ABLE MECHANICAL INC

  • ABM INDUSTRIES

  • ACCORD MECHANICAL & MANAGEMENT SVCS INC

  • ACME INDUSTRIAL PIPING INC

  • ATLANTIC PLANT MAINTENANCE INC

  • BENSALEM MAINTENANCE

  • BRADLEY-SCIOCCHETTI INC

  • BURKHARDT MECH INC

  • BURNS MECHANICAL INC

  • CAPITOL REFRIGERATION INC

  • CARRIER BLDG SERVICE

  • CHADWICK SERVICE CO

  • CHE MECHANICAL SERVICES

  • CHURCHVILLE MECHANICAL INC

  • CM 3 BUILDING SOLUTIONS INC

  • COLLINS & COLLINS MECHANICAL INC

  • COMPASS SAP NEWTOWN SQUARE

  • CONTINENTAL FIELD SYSTEMS INC

  • CONTRACT CALLERS INC

  • CORE MECHANICAL INC

  • CR MEYER AND SONS COMPANY

  • CSI INTERNATIONAL INC

  • D & D HEATING AND AIR CONDITIONING INC

  • DANELLA CONSTRUCTION CORP

  • DAY & ZIMMERMANN

  • DEVINE BROTHERS INC

  • DEWITT HEATING & AIR CONDITIONING INC

  • DOLAN MECHANICAL INC

  • DWD MECHANICAL CONTRACTOR INC

  • E B O'REILLY SERVICING CORP

  • EAGLE MECHANICAL INC

  • EAST COAST CONSTRUCTORS INC

  • EASTERN ENVIRONMENTAL CONTRACTORS

  • EDWARD J MELONEY INC

  • EDWIN L HEIM CO

  • ELLIOTT LEWIS CORP

  • ENERPLEX MECH SYSTEMS INC

  • F & G MECHANICAL CORP

  • FAB-CRETE INC

  • FALASCA MECHANICAL INC

  • FERREIRA CONSTRUCTION COMPANY INC

  • FIVE STAR INC

  • FLEMINGTON INSTRUMENT CO INC

  • FLUIDICS INC

  • FM SYLVAN INC

  • FRANK LILL & SON INC

  • G R SPONAUGLE & SONS INC

  • GEM MECHANICAL SVCS INC

  • GENERAL & MECHANICAL CONTRACTORS INC

  • GENERAL ASPHALT PAVING CO OF PHILA

  • GENERAL REFRIGERATION CO INC

  • GLOBAL SPECTRUMCITIZEN BANK PARK

  • GOSHEN MECHANICAL INC

  • GOYETTE MECHANICAL CO INC

  • GREAT WESTERN SERVICES INC

  • H & H COMMERCIAL SERVICES

  • H T LYONS INC

  • HARRIS ENVIRONMENTAL SYSTEMS INC

  • HENKELS & MC COY INC

  • HERMAN GOLDNER CO INC

  • HIGH PURITY SYSTEMS INC

  • HONEYWELL INC

  • HUNTER MECHANICAL INC

  • INDUSTRIAL MECHANICAL CONTRACTORS INC

  • INDUSTRIAL REFRIGERATION INC

  • J & J PNEUMATIC TUBE INC

  • J A SMITH HTG & AIR CONDITIONING

  • J F HIERHOLZER MECHANICAL & ELECTRIC

  • J GIVOO CONSULTANTS INC

  • J J WHITE INC

  • J R METZGER INC

  • JOHNSON CONTROLS INC - MILWAUKEE

  • JONES LANG LASALLE

  • JOSPEH JINGOLI & SONS INC

  • KEYSTONE REFRIGERATION SERVICE INC

  • KRK MECHANICAL INC

  • L G B MECHANICAL INC

  • LCOR INC

  • LEIBOLD INC

  • LEN PARKER ASSOCIATES INC

  • LIBERTY MECHANICAL SERVICES INC

  • LIMA COMPANY

  • L-M SERVICE CO INC

  • LOR-MAR MECHANICAL SERVICES INC

  • MALLARD MECHANICAL INC

  • MAP REFRIGERATION INC

  • MARX SHEET METAL & MECHANICAL INC

  • MATRIX NORTH AMERICAN CONSTRUCTION INC

  • MC CLURE CO INC

  • MCCLOSKEY MECHANICAL CONTRACTORS INC

  • MCKENZIE GROUP INC

  • METZ INC

  • MID ATLANTIC SERVICE 360 INC

  • MILLER BROS DIV OF WAMPOLE-MILLER INC

  • MILLER PIPELINE CORPORATION

  • MODERN CONTROLS INC

  • NEIL S SULLIVAN ASSOCIATES LTD

  • NOOTER CONSTRUCTION CO

  • NORTHEAST MECHANICAL SERVICES INC

  • NPL CONSTRUCTION CO

  • OMNI INSTRUMNTATION SERVICES INC

  • PETERSON SERVICE CO INC

  • PEVCO SYSTEMS INTL INC

  • PHARMACEUTICAL PROCUREMENT AND LOGISITCS

  • PHILADELPHIA EAGLES STADIUM

  • POSTLER & JAECKLE CORP (P&J)

  • PRECISION PIPE CORPORATION

  • PROJECT CONTROL SERVICES INC

  • QUAKER MECHANICAL

  • R A M M INC

  • REGION SERVICE CO INC

  • RIGGS DISTLER & COMPANY

  • RIVER MECHANICAL INC

  • SASS-MOORE SERVICE

  • SATELLITE HEATING AND COOLING

  • SCOTT MECHANICAL INC

  • SDA MECHANICAL SERVICES INC

  • SIEMENS BLDG TECHNOLOGIESLANDIS DIV

  • SPECTRUM ARENA INC

  • STEVENS HEATING & AIR CONDITIONING

  • SULPIZIO INC

  • SURETY MECH SERVICES INC

  • T C S HEATING & AIR CONDITIONING

  • THE WARKO GROUP

  • TOZOUR ENERGY

  • TRACEY MECHANICAL INC

  • TRANE COMPANY

  • TRUSKEY INC

  • U S FACILITIES

  • U S PIPING INC

  • UTILITY LINE SERVICES INC

  • VALIANT ENERGY SERVICES

  • VOEGELE MECHANICAL INC

  • W F SMITH INC

  • WEATHERVANE SERVICE INC

  • WEST CHESTER MECH CONTRACTORS INC

  • WHEELING MECHANICAL INC

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202303189349302530

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