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← WEST MICHIGAN PLUMBERS & FITTERS LOCAL 174 HEALTH & WELFARE

Form 990 for tax year 2023

Filed by WEST MICHIGAN PLUMBERS & FITTERS LOCAL 174 HEALTH & WELFARE.

Totals

Total revenue
$19,511,021
Total expenses
$17,233,996
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$18,369,375
Investment income
$1,115,490
Other revenue
$26,156
Total assets, end of year
$36,003,621
Total liabilities, end of year
$26,664,683
Net assets or fund balances, end of year
$9,338,938
Program services expenses (Part IX)
$16,437,368
Management and general expenses
$796,628
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 95.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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 $17,866,296 · related or exempt $17,866,296

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

    total $503,079 · related or exempt $503,079

  • 3 · Investment income

    total $1,090,500 · excluded $1,090,500

  • 7a · Gross sales of assets other than inventory

    securities $2,067,761

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

    securities $2,042,771

  • 7c · Gain or loss

    securities $24,990

  • 7d · Net gain or loss

    total $24,990 · related or exempt $24,990

  • 11a · Other revenue: STOP LOSS REIMBURSEMENTS

    total $14,898 · related or exempt $14,898

  • 11b · Other revenue: OTHER INCOME

    total $8,108 · related or exempt $8,108

  • 11c · Other revenue: SETTLEMENT INCOME

    total $3,150 · related or exempt $3,150

  • 11e · Other revenue, total

    $26,156

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $16,437,368 · program services $16,437,368

  • 11a · Fees: management

    total $467,444 · management and general $467,444

  • 11b · Fees: legal

    total $133,948 · management and general $133,948

  • 11c · Fees: accounting

    total $31,268 · management and general $31,268

  • 11f · Fees: investment management

    total $27,434 · management and general $27,434

  • 11g · Fees: other

    total $78,712 · management and general $78,712

  • 13 · Office expenses

    total $36,335 · management and general $36,335

  • 19 · Conferences, conventions and meetings

    total $7,204 · management and general $7,204

  • 23 · Insurance

    total $14,283 · management and general $14,283

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $111,808 · end of year $554,998

  • 2 · Savings and temporary cash investments

    beginning of year $501,710 · end of year $621,183

  • 4 · Accounts receivable

    beginning of year $2,682,951 · end of year $3,450,321

  • 9 · Prepaid expenses and deferred charges

    beginning of year $92,546 · end of year $1,957

  • 11 · Investments: publicly traded securities

    beginning of year $29,150,882 · end of year $31,375,162

  • 17 · Accounts payable and accrued expenses

    beginning of year $379,648 · end of year $307,093

  • 25 · Other liabilities

    beginning of year $22,329,220 · end of year $26,357,590

  • 27 · Net assets without donor restrictions

    beginning of year $9,831,029 · end of year $9,338,938

Mission and programs · 2023

Mission

THE WEST MICHIGAN PLUMBERS 174 HEALTH AND BENEFIT FUND IS CRAFTED FOR THE PURPOSE OF PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS UNDER A COLLECTIVELY BARGAINED AGREEMENT, ON BALHF OF THE WEST MICHIGAN PLUMBERS 174, IN COMPLIANCE WITH THE TAFT-HARTLEY ACT.

  • THE WEST MICHIGAN PLUMBERS 174 HEALTH AND BENEFIT FUND IS CRAFTED FOR THE PURPOSE OF PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS UNDER A COLLECTIVELY BARGAINED AGREEMENT, ON BEHALF OF THE WEST MICHIGAN PLUMBERS 174, IN COMPLIANCE WITH THE TAFT-HARTLEY ACT.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Ryan Bennett

    BOARD CHAIRM

    Total calculated
    $211,652
    From this org
    $0
    From related orgs
    $128,413
    Other
    $83,239
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    not reported + $128,413 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported + $83,239 related
    Filer's total
    not reported + $211,652 related

  • Jason Finch

    BOARD TRUSTE

    Total calculated
    $193,631
    From this org
    $0
    From related orgs
    $112,736
    Other
    $80,895
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    not reported + $112,736 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported + $80,895 related
    Filer's total
    not reported + $193,631 related

  • Jeffrey Rumsey

    BOARD TRUSTE

    Total calculated
    $119,944
    From this org
    $0
    From related orgs
    $119,944
    Other
    $0
    Hours/week
    1

  • Alex Haan

    BOARD TRUSTE

    Total calculated
    $0
    Hours/week
    1

  • Craig Vander Hyde

    BOARD SECRET

    Total calculated
    $0
    Hours/week
    1

  • Amy Jones

    BOARD TRUSTE

    Total calculated
    $0
    Hours/week
    1

  • Mark Mangione

    BOARD TRUSTE

    Total calculated
    $0
    Hours/week
    1

  • John Nic

    BOARD TRUSTE

    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.

  • WEST MI PLUMBERS LOCAL UNION NO 174

    501C5 · UNION · MI

  • WEST MI PLUMBERS LOCAL UNION NO 174 PENSION PLAN

    501C9 · PENSION · MI

Provenance

Return type
form_990
Tax year
2023
Filed
9 April 2025
IRS schema version
2023v6.0
Source object
202521049349301732

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