PLUMBING & PIPEFITTING INDUSTRY HEALTH & WELFARE FUND LOCAL UNION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PLUMBING & PIPEFITTING INDUSTRY HEALTH & WELFARE FUND LOCAL UNION (EIN 91-0973983)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-07-15
- IRS object ID
- 202401979349302770
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-15T22:22:39-04:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814693463 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRON CREEK TAX & CONSULTING | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6650 SW REDWOOD LN STE 210 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910973983 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOCAL UNION 598 PLUMBING & PIPEFIT | BusinessNameLine1Txt |
| Business Name Line2 | INDUSTRY HEALTH & WELFARE FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PLUM | BusinessNameControlTxt |
| Phone | 5032240048 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5331 S MACADAM AVE STE 258 PMB 116 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97239 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MACK BLAND III | PersonNm |
| Person Title | TRUSTEE/SECRETARY | PersonTitleTxt |
| Phone | 5032240048 | PhoneNum |
| Signature | 2023-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MACK | PersonFirstNm |
| Person Last | BLAND | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD A LAYNE | PreparerPersonNm |
| PTIN | P00359754 | PTIN |
| Phone | 5034431040 | PhoneNum |
| Preparation | 2024-07-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MACK BLAND III | PrincipalOfficerNm |
| Gross Receipts | $59,174,985 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.598BENEFITS.AIBPA.COM | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1976 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH AND VACATION BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,596,190 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $21,332,784 | CYProgramServiceRevenueAmt |
| PY Investment Income | $623,189 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,216,800 | CYInvestmentIncomeAmt |
| PY Other Revenue | $453,525 | PYOtherRevenueAmt |
| CY Other Revenue | $540,103 | CYOtherRevenueAmt |
| PY Total Revenue | $20,672,904 | PYTotalRevenueAmt |
| CY Total Revenue | $23,089,687 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $17,346,931 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $18,734,339 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $929,772 | PYOtherExpensesAmt |
| CY Other Expenses | $1,046,361 | CYOtherExpensesAmt |
| PY Total Expenses | $18,276,703 | PYTotalExpensesAmt |
| CY Total Expenses | $19,780,700 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,396,201 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,308,987 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $33,361,490 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,247,994 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,666,115 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,102,224 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $25,695,375 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $29,145,770 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTH AND VACATION BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | TO PROVIDE HEALTH AND VACATION BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS | Desc |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (true) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BENESYS INC | PersonNm |
| Phone | 5032240048 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5331 S MACADAM AVE STE 258 PMB 116 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97239 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| DEREK ANDERSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NICK BUMPAOUS | ||||||
| TRUSTEE CHAI | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RANDY GOHL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WAYNE GOHL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BILL HUGHES | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MACK BLAND III | ||||||
| TRUSTEE/SECR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MACK BLAND IV | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM JARRETT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH KERSHISNIK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES MILLBAUER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RANDALL WALLI | ||||||
| TRUSTEE/CHAI | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEREK WORSECH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BENESYS INC | |||||
| 5331 SW MACADAM AVE STE 220 | PORTLAND | OR | 97239 | ADMINISTRATION | $293,529 |
| AETNA LIFE INSURANCE COMPANY | |||||
| 151 FARMINGTON AVE | HARTFORD | CT | 06156 | ADMINISTRATION | $248,814 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| EMPLOYER CONTRIBUTIONS | $13,155,398 | $13,155,398 |
| VACATION CONTRIBUTIONS | $6,976,695 | $6,976,695 |
| PARTICIPANT CONTRIBUTIONS | $1,200,691 | $1,200,691 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $21,332,784 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,032,360 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,032,360 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $36,269,738 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $36,085,298 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $184,440 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $184,440 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $184,440 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| PRESCRIPTION REBATES | $538,847 | $538,847 |
| LITIGATION SETTLEMENT | $1,256 | $1,256 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $540,103 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,089,687 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,089,687 | RelatedOrExemptFuncIncomeAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,734,339 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,746 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,796 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,283 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $462,207 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,438 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,143 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,575 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| NETWORK FEES | $312,239 |
| BANK FEES | $8,381 |
| ACA TAXES AND FEES | $4,027 |
| MISCELLANEOUS | $3,526 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,780,700 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,779,951 | BOYAmt |
| EOY | $3,825,751 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,082,667 | BOYAmt |
| EOY | $1,224,288 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,878,013 | BOYAmt |
| EOY | $2,614,520 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,279 | BOYAmt |
| EOY | $30,616 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,590,580 | BOYAmt |
| EOY | $27,552,819 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,361,490 | BOYAmt |
| EOY | $35,247,994 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,172,859 | BOYAmt |
| EOY | $566,927 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,493,256 | BOYAmt |
| EOY | $5,535,297 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,666,115 | BOYAmt |
| EOY | $6,102,224 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,695,375 | BOYAmt |
| EOY | $29,145,770 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,695,375 | BOYAmt |
| EOY | $29,145,770 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,361,490 | BOYAmt |
| EOY | $35,247,994 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,308,987 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $99,367 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $42,041 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCUMULATED ELIGIBILITY CREDITS | $2,700,000 |
| CLAIMS INCURRED BUT NOT PAID | $2,078,000 |
| VACATION BENEFITS PAYABLE | $617,595 |
| DUE TO INSURANCE CARRRIERS | $139,702 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,535,297 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $23,096,771 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $99,367 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $99,367 | RevenueNotReportedAmt |
| Revenue Subtotal | $22,997,404 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $92,283 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $92,283 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $23,089,687 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $19,646,376 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $19,646,376 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $92,283 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $42,041 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $134,324 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $19,780,700 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 4, PART XII, LINE 4B | FormAndLineReferenceDesc |
| Explanation | INCREASE IN HEALTH BENEFITS PAYABLE 51,559 DECREASE IN VACATION BENEFITS PAYABLE -9,518 | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOCAL UNION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | EMPLOYER | RelationshipDescriptionTxt |
| Transaction | BENEFIT COORDINATOR | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART V | FormAndLineReferenceDesc |
| Explanation | UNITED ASSOCIATION OF JOURNEYMAN LOCAL 598 (LOCAL 598)IS THE EMPLOYER OF CERTAIN TRUSTEES OF THIS TRUST. WITH THE APPROVAL OF ALL TRUSTEES, EXCEPT THE TRUSTEES ASSOCIATED WITH LOCAL 598, LOCAL 598 PROVIDES A SERVICE TO THE PARTICIPANTS OF THE TRUST AS A BENEFIT COORDINATOR. IN THAT CAPACITY, LOCAL 598 ASSISTS PARTICIPANTS IN UNDERSTANDING THE BENEFITS PROVIDED BY THE TRUST AND IN ENROLLING FOR THOSE BENEFITS. THE TRUST REIMBURSES LOCAL 598 FOR THE COST OF THEIR EMPLOYEE WHO ACTS AS THE BENEFIT COORDINATOR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 2 | MACK BLAND III TRUSTEE FATHER MACK BLAND IV TRUSTEE SON |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE BOARD OF TRUSTEES AND THE PLAN'S LEGAL COUNSEL REVIEW A DRAFT OF THE 990 AND ASK QUESTIONS BEFORE FILING. IF CORRECTIONS ARE NEEDED, THEY ARE MADE AND REVIEWED BEFORE THE RETURN IS FILED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE TRUSTEES AND PLAN SERVICE PROVIDERS ARE EXPECTED TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST AS SOON AS THEY BECOME AWARE OF ANY. THE CONFLICT OF INTEREST POLICY IS REVIEWED ON AN ANNUAL BASIS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE OFFICERS AND MANAGEMENT OF THE TRUST DO NOT RECEIVE ANY COMPENSATION. |
| FORM 990, PAGE 6, PART VI, LINE 15B | NO COMPENSATION IS PAID TO ANY OFFICIALS OR OFFICERS. THE PLAN DOES NOT HAVE EMPLOYEES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | IF THE TRUSTEES OR THE PLAN ADMINISTATOR RECEIVES A REQUEST FOR GOVERNING DOCUMENTS, A COPY IS MADE AVAILABLE VIA THE INTERNET OR THROUGH THE MAIL. FORM 990 IS ALSO AVAILABLE AT GUIDESTAR.ORG. |
| FORM 990, PART XI, LINE 9 | INCREASE IN HEALTH BENEFITS PAYABLE 51,559 DECREASE IN VACATION BENEFITS PAYABLE -9,518 TOTAL 42,041 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (29 entries)
| Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|
| REFRIGERATION AIR CONDITIONING | |
| N/A | false |
| PLUMBERS LOCAL UNION NO 16 | |
| N/A | false |
| LOCAL 155 | |
| N/A | false |
| SOUTHEN CALIFORNIA PIPE TRADES | |
| N/A | false |
| NORTHWEST PLUMBING AND PIPE | |
| N/A | false |
| PIPE TRADES OF THE NORTHERN ROCKY | |
| N/A | false |
| SEATTLE AREA PLUBMING & PIPEFITTING | |
| N/A | false |
| PIPE TRADES OF THE NORTHERN ROCKY | |
| N/A | false |
| ATLANTA PLUMBERS AND STEAMFITTERS | |
| N/A | false |
| LOCAL 73 | |
| N/A | false |
| SOUTHERN CALIFORNIA PIPE TRADES | |
| N/A | false |
| LOCAL 120 | |
| N/A | false |
| LOCAL 155 HW | |
| N/A | false |
| TEXAS PIPE TRADES HEALTH | |
| N/A | false |
| LOCAL 234 HW | |
| N/A | false |
| PLUMBERS AND PIPEFITTERS LOCAL 286 | |
| N/A | false |
| UA LOCAL UNION 290 PLUMBER | |
| N/A | false |
| IDAHO PIPE TRADES TRUST HEALTH | |
| N/A | false |
| PIPE TRADES OF THE NORTHERN ROCKY | |
| N/A | false |
| UA LOCAL 350 HEALTH WELFARE | |
| N/A | false |
| TEXAS PIPE TRADES HEALTH BENEFIT | |
| N/A | false |
| PLUMBERS AND PIPEFITTERS LOCAL 430 | |
| N/A | false |
| PLUMBING AND PIPEFITTING INDUSTRY | |
| N/A | false |
| PIPE TRADES OF THE NORTHERN ROCKY | |
| N/A | false |
| ARIZONA PIPE TRADES HEALTH | |
| N/A | false |
| PIPEFITTERS & PLUMBERS LOCAL 524 | |
| N/A | false |
| LOCAL 562 HW | |
| N/A | false |
| PIPEFITTERS' WELFARE FUND LOCAL 59 | |
| N/A | false |
| PIPELINE INDUSTRY BENEFIT FUND | |
| N/A | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (45 entries)
| Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|
| ALLIANT SYSTEMS LLC | |
| N/A | false |
| APOLLO SHEET METAL | |
| N/A | false |
| APPLIED PROCESS COOLING | |
| N/A | false |
| BHI SPECIALITY SERVICES | |
| N/A | false |
| BNB MECHANICAL LLC | |
| N/A | false |
| BROTHERS PIPELINE CORP | |
| N/A | false |
| CENTRAL WASHINGTON REFRIG | |
| N/A | false |
| CFMVR TESCO LLC | |
| N/A | false |
| CLIMATE PROS LLC | |
| N/A | false |
| DAY & ZIMMERMANN NPS | |
| N/A | false |
| DEVCO MECHANICAL INC | |
| N/A | false |
| DG NUCLEAR | |
| N/A | false |
| DOUBLE-KOLD | |
| N/A | false |
| DUPILL GROUP | |
| N/A | false |
| ESW PLANT SERVICES LLC | |
| N/A | false |
| FLUOR MAINTENANCE SERVICES | |
| N/A | false |
| HANGING H | |
| N/A | false |
| HOLADAY-PARKS INC | |
| N/A | false |
| INDIAN EYES LLC | |
| N/A | false |
| INFRASOURCE SERVICES LLC | |
| N/A | false |
| INTERMECH INC | |
| N/A | false |
| IRON MOUNTAIN MANAGEMENT | |
| N/A | false |
| J A T C | |
| N/A | false |
| J GIVOO CONSULTANTS INC | |
| N/A | false |
| J H KELLY LLC | |
| N/A | false |
| JOHNSON CONTROLS | |
| N/A | false |
| MACDONALD-MILLER FAC SOLU | |
| N/A | false |
| MACKIN & LITTLE | |
| N/A | false |
| MCCLINTOCK & TURK | |
| N/A | false |
| MCKINSTRY COMPANY LLC | |
| N/A | false |
| MICHELS UTILITY SERVICES | |
| N/A | false |
| PLATINUM INDUSTRIAL INC | |
| N/A | false |
| PLUMBERS & STEAMFITTERS L | |
| N/A | false |
| POLHAMUS HEATING & AC | |
| N/A | false |
| PROFESSIONAL PIPING | |
| N/A | false |
| REDLINE MECHANICAL | |
| N/A | false |
| S2 INDUSTRIAL INC | |
| N/A | false |
| SNO VALLEY PROCESS SOLUTION | |
| N/A | false |
| SOUTHLAND INDUSTRIES | |
| N/A | false |
| UNIVERSITY MECHAN CONTR | |
| N/A | false |
| VET FIRST MECHANICAL | |
| N/A | false |
| WA TREATMENT COMPLETION C | |
| N/A | false |
| WASHINGTON STATE ASSOCIAT | |
| N/A | false |
| WILLIAMS PLANT SERVICES | |
| N/A | false |
| YMC INC | |
| N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |