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← PLUMBERS & PIPEFITTERS LOCAL UNION 74 WELFARE FUND

Form 990 for tax year 2024

Filed by PLUMBERS & PIPEFITTERS LOCAL UNION 74 WELFARE FUND.

Totals

Total revenue
$14,538,093
Total expenses
$12,835,708
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$13,549,845
Investment income
$988,248
Other revenue
$0
Total assets, end of year
$23,175,333
Total liabilities, end of year
$358,739
Net assets or fund balances, end of year
$22,816,594
Program services expenses (Part IX)
$12,835,708
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 100.0% 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/RECIPROCAL CONTRIBUT

    total $12,335,756 · related or exempt $12,335,756

  • 2b · Program service revenue: EMPLOYEE CONTRIBUTIONS

    total $1,203,885 · related or exempt $1,203,885

  • 2c · Program service revenue: EMPLOYER LATE PAYMENT ASSESSM

    total $10,204 · related or exempt $10,204

  • 3 · Investment income

    total $724,712 · excluded $724,712

  • 7a · Gross sales of assets other than inventory

    securities $12,464,955

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

    securities $12,201,419

  • 7c · Gain or loss

    securities $263,536

  • 7d · Net gain or loss

    total $263,536 · related or exempt $263,536

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $12,085,207 · program services $12,085,207

  • 11b · Fees: legal

    total $58,325 · program services $58,325

  • 11c · Fees: accounting

    total $39,541 · program services $39,541

  • 11f · Fees: investment management

    total $45,966 · program services $45,966

  • 11g · Fees: other

    total $49,316 · program services $49,316

  • 19 · Conferences, conventions and meetings

    total $17,160 · program services $17,160

  • 24a · Other expenses: CLAIMS ADMINISTRATION FEE

    total $389,357 · program services $389,357

  • 24b · Other expenses: ADMINISTRATIVE FEES

    total $107,623 · program services $107,623

  • 24c · Other expenses: MISCELLANEOUS

    total $13,534 · program services $13,534

  • 24d · Other expenses: BANK CHARGES

    total $13,437 · program services $13,437

  • 24e · All other expenses

    total $16,242 · program services $16,242

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $511,426 · end of year $2,011,439

  • 4 · Accounts receivable

    beginning of year $1,513,370 · end of year $1,354,092

  • 9 · Prepaid expenses and deferred charges

    beginning of year $123,737 · end of year $22,200

  • 11 · Investments: publicly traded securities

    beginning of year $18,744,526 · end of year $19,787,602

  • 17 · Accounts payable and accrued expenses

    beginning of year $182,640 · end of year $358,739

  • 31 · Retained earnings, endowment or other funds

    beginning of year $20,710,419 · end of year $22,816,594

Mission and programs · 2024

Mission

TRUST PROVIDES THE FOLLOWING BENEFITS: HEALTH CARE, DENTAL, DISABILITY, AND PRESCRIPTION TO PLAN PARTICIPANTS.

  • PROGRAM IS MAINTAINED FOR THE PURPOSE OF PROVIDING FOR THE PARTICIPANTS OR THEIR BENEFICIARIES HEALTH CARE. APPROXIMATE NUMBER OF PERSONS COVERED AS OF THE END OF THE PLAN YEAR IS 962.

As filed on the 2024 return.

Listed in Part VII

  • Terrence Shannon

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Michael S Peet

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Charles Egan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Jeffrey A Sill

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Christopher Muntz

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Anthony Papili

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Kyle Spence

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Robert Testa Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

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.

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.

  • BINKSY & SNYDER LLC

    UNRELATED · CONTR EMPL · NJ

  • GENERAL & MECHANICAL SERVICES LLC

    UNRELATED · CONTR EMPL · MD

  • PIERCE TOTAL COMFORT LLC

    UNRELATED · CONTR EMPL · DE

  • LIMBACH COMPANY

    CONTROL EM · PA

Related corporations and trusts

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

  • AINSWORTH INC

    C CORP · CONTR EMPL · PA

  • C R MEYER & SONS CO

    C CORP · CONTR EMPL · WI

  • CARRIER BUILDING SERVICE

    C CORP · CONTR EMPL · NY

  • CHRISTIANA MECHANICAL INC

    C CORP · CONTR EMPL · DE

  • ELLIOTT LEWIS CORP

    S CORP · CONTR EMPL · PA

  • ENVIROTEMP INC

    C CORP · CONTR EMPL · FL

  • FIVE STAR INC

    S CORP · CONTR EMPL · PA

  • FLUIDICS INC

    C CORP · CONTR EMPL · PA

  • HARRIS ENVIRONMENTAL SYSTEMS INC

    C CORP · CONTR EMPL · MA

  • HONEYWELL INC

    C CORP · CONTR EMPL · MN

  • HUNTER MECHANICAL INC

    C CORP · CONTR EMPL · PA

  • ID GRIFFITH INC

    C CORP · CONTR EMPL · DE

  • JJ WHITE INC

    S CORP · CONTR EMPL · PA

  • JOHNSON CONTROLS - MILWAUKEE

    C CORP · CONTR EMPL · WI

  • JONES LANGE LASALLE AMERICA INC- NY

    C CORP · CONTR EMPL · NY

  • MILLER INDUSTRIAL SERVICES INC

    C CORP · CONTR EMPL · FL

  • MODERN CONTROLS INC

    C CORP · CONTR EMPL · DE

  • NOOTER CONSTRUCTION CO

    C CORP · CONTR EMPL · MO

  • PROJECT CONTROL SERVICES INC

    C CORP · CONTR EMPL · NJ

  • QUAKER MECHANICAL INC

    C CORP · CONTR EMPL · NJ

  • RIGGS DISTLER & COMPANY

    C CORP · CONTR EMPL · NJ

  • SOUTHERN COMFORT MECHANICAL INC

    S CORP · CONTR EMPL · DE

  • STATEWIDE MECHANICAL INC

    S CORP · CONTR EMPL · DE

  • SUMMIT MECHANICAL INC

    S CORP · CONTR EMPL · DE

  • US PIPING INC

    C CORP · CONTR EMPL · PA

  • V & G CLIMATE SERVICES INC

    C CORP · CONTR EMPL · NJ

  • ITC DELAWARE VALLEY

    CONTROL EM · TX

  • LIMA COMPANY

    CONTROL EM · PA

  • MATRIX NAC

    CONTROL EM · PA

  • UPS INDUSTRIAL SERVICES

    CONTROL EM · TX

Provenance

Return type
form_990
Tax year
2024
Filed
31 October 2025
IRS schema version
2024v5.0
Source object
202513079349302316

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