Skip to content
Nonprofiteer
← PLUMBERS AND PIPEFITTERS LOCAL UNION NO 286 HEALTH AND WELFARE FU

Form 990 for tax year 2022

Filed by PLUMBERS AND PIPEFITTERS LOCAL UNION NO 286 HEALTH AND WELFARE FU.

What the amendment changed

Compared with the return it replaced , filed 14 May 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$19,053,567 changed to $19,183,180
Total expenses
$12,913,117 changed to $14,423,725
Program service revenue
$18,944,836 changed to $19,051,425
Investment income
$108,731 changed to $131,755
Total assets, end of year
$19,498,345 changed to $18,187,734
Total liabilities, end of year
$3,616,917 changed to $3,710,326
Net assets or fund balances, end of year
$15,881,428 changed to $14,477,408

Totals

Total revenue
$19,183,180
Total expenses
$14,423,725
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$19,051,425
Investment income
$131,755
Other revenue
$0
Total assets, end of year
$18,187,734
Total liabilities, end of year
$3,710,326
Net assets or fund balances, end of year
$14,477,408
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
$12,913,117

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 $18,642,848 · related or exempt $18,642,848

  • 2b · Program service revenue: EMPLOYEE CONTRIBUTIONS

    total $408,577 · related or exempt $408,577

  • 3 · Investment income

    total $640,014 · excluded $640,014

  • 7a · Gross sales of assets other than inventory

    securities $2,429,835

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

    securities $2,938,094

  • 7c · Gain or loss

    securities -$508,259

  • 7d · Net gain or loss

    total -$508,259 · related or exempt -$508,259

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $13,055,997

  • 11a · Fees: management

    total $315,844

  • 11b · Fees: legal

    total $76,573

  • 11c · Fees: accounting

    total $69,009

  • 11f · Fees: investment management

    total $54,412

  • 11g · Fees: other

    total $832,177

  • 13 · Office expenses

    total $12,726

  • 19 · Conferences, conventions and meetings

    total $1,892

  • 23 · Insurance

    total $3,686

  • 24a · Other expenses: U.A. RECIPROCITY PROGRA

    total $1,170

  • 24b · Other expenses: BANK CHARGES

    total $239

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $396,333 · end of year $487,499

  • 2 · Savings and temporary cash investments

    beginning of year $25,781 · end of year $39,109

  • 4 · Accounts receivable

    beginning of year $4,237,137 · end of year $2,280,574

  • 11 · Investments: publicly traded securities

    beginning of year $9,679,313 · end of year $15,380,552

  • 17 · Accounts payable and accrued expenses

    beginning of year $106,591 · end of year $166,462

  • 25 · Other liabilities

    beginning of year $4,619,812 · end of year $3,543,864

  • 27 · Net assets without donor restrictions

    beginning of year $9,612,161 · end of year $14,477,408

Mission and programs · 2022

Mission

THE PROVISION OF BENEFITS TO PARTICIPANTS.

  • THE PROVISION OF HEALTH, VISION AND LIFE INSURANCE BENEFITS TO PLAN PARTICIPANTS.

    Expenses $12,913,117 · Revenue $18,944,836

As filed on the 2022 return.

Listed in Part VII

  • Robert Thornton

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • Jeff Henkener

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • David Condron

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Kyle Smith

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Brian Peabody

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Zeke Gowin

    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.

  • PLUMBERS & PIPEFITTERS LU NO 286

  • SOUTHWEST PIPE TRADES ASSOCIATION

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.

  • AT SERVICES LLC

  • CAPITAL INDUSTRIES LLC

  • CENTRAL TEXAS INDUSTRIAL LLC

  • LASCO PROCESS SYSTEMS LLC

  • SI MECHANICAL LLC

Related corporations and trusts

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

  • 5-F MECHANICAL

  • ABM ENGINEERING SERVICES

  • ABM JANITORIAL

  • ACHS INC

  • ATLANTIC PLANT MAINTENANCE

  • BEARD INTEGRATED SYSTEMS

  • BIM DESIGNS

  • BRANDT ENGINEERING COMPANY

  • CBS UNION

  • CONTINENTAL FIELD SYSTEMS

  • CORVAL GROUP

  • DETAILED CAD SERVICES

  • DYNAMIC SYSTEMS

  • ELK ELECTIC INC

  • GOEBLER TCS

  • GOFF SERVICES

  • HARDER MECHANICAL CARPENTERS

  • HARKINS COMPANY

  • HELM MECHANICAL

  • ICONBIM

  • JOHNSON CONTROLS

  • KEMA MECHANICAL

  • KINETIC SYSTEMS

  • MECHANICAL & PROCESS SYSTEMS

  • MLN COMPANY

  • SWPT

  • TCS MECHANICAL

  • TEMPSET CONTROLS

  • THE PORTER COMPANY

  • TOTAL FACILITY SOLUTIONS

  • TRANE COMPANY

  • WAY ENGINEERING LTD

  • YOUNG & PRATT

Provenance

Return type
form_990
Tax year
2022
Filed
29 July 2024
IRS schema version
2022v5.0
Source object
202412129349301851

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.