STEAMFITTERS LOCAL UNION 420 WELFARE FUND: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- STEAMFITTERS LOCAL UNION 420 WELFARE FUND (EIN 23-2715440)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202433199349303668
- Schema version
- 2023v5.1
- 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 | 2024-11-14T09:11:35-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232586736 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL A WINTERS & COMPANY CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 DICKINSON DR STE 205 | AddressLine1Txt |
| City | CHADDS FORD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19317 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232715440 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEAMFITTERS LU NO 420 WELFARE PLAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEA | BusinessNameControlTxt |
| Phone | 2673502600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14420 TOWNSEND ROAD B | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191541028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT WINTHER | PersonNm |
| Person Title | PLAN ADMINISTRATOR | PersonTitleTxt |
| Phone | 2673502600 | PhoneNum |
| Signature | 2024-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG D WINTERS CPA | PreparerPersonNm |
| PTIN | P00154131 | PTIN |
| Phone | 6103582000 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT WINTHER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14420 TOWNSEND ROAD B | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191541028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $193,630,700 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1950 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | THIS PLAN PROVIDES SICK, ACCIDENT, HEALTH, VISION, DENTAL, DEATH AND VACATION BENEFITS TO ITS ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $89,777,732 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $94,285,246 | CYProgramServiceRevenueAmt |
| PY Investment Income | $422,380 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,416,456 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $90,200,112 | PYTotalRevenueAmt |
| CY Total Revenue | $100,701,702 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $78,098,324 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $78,932,701 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $425,595 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $452,551 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,386,649 | PYOtherExpensesAmt |
| CY Other Expenses | $3,909,275 | CYOtherExpensesAmt |
| PY Total Expenses | $81,910,568 | PYTotalExpensesAmt |
| CY Total Expenses | $83,294,527 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,289,544 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $17,407,175 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $204,813,509 | TotalAssetsBOYAmt |
| Total Assets EOY | $224,174,085 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,969,697 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,430,213 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $197,843,812 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $216,743,872 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THIS PLAN PROVIDES SICK, ACCIDENT, HEALTH, VISION, DENTAL, DEATH AND VACATION BENEFITS TO ITS ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | 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. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT WINTHER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2673502600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14420 TOWNSEND ROAD SUITE B | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191541028 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JAMES SNELL | ||||||||
| CO-CHAIRMAN | 1.00 | 49.00 | Yes (X) | $0 | $235,557 | $165,962 | ||
| JIM DOUGHERTY | ||||||||
| CO-CHAIRMAN | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS REDDEN | ||||||||
| TRUSTEE | 1.00 | 44.00 | Yes (X) | $0 | $200,122 | $145,953 | ||
| JAMES GAFFNEY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ORVILLE ROBINSON | ||||||||
| TRUSTEE | 1.00 | 44.00 | Yes (X) | $0 | $13,130 | $12,629 | ||
| LEONARD DITUILLIO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT WINTHER | ||||||||
| ADMINISTRATOR | 9.00 | 36.00 | $77,998 | $116,995 | $125,266 | Yes (X) | ||
| JAMES ROCKS | ||||||||
| ASSISTANT ADMINISTRATOR | 9.00 | 36.00 | $63,628 | $95,441 | $85,707 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $141,626 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $661,245 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $535,517 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INDEPENDENCE BLUE CROSS | |||||
| 1901 MARKET STREET | PHILADELPHIA | PA | 19103 | ADMIN SERVICE FEE | $1,945,574 |
| GUARDIAN NURSES HEALTHCARE ADVOCATE | |||||
| PO BOX 224 | FLOURTOWN | PA | 19031 | ADMIN SERVICE FEE | $436,600 |
| ZENITH AMERICAN SOLUTIONS | |||||
| TWO GATEWAY CTR 603 STANWIX ST S 1 | PITTSBURGH | PA | 15222 | CONTRACT ADMINISTRATOR | $364,495 |
| SAGE ADVISORY SERVICES LTD CO | |||||
| 5900 SOUTHWEST PARKWAY BLDG 1 | AUSTIN | TX | 78735 | INVESTMENT MGMT FEE | $146,753 |
| CONNER STRONG & BUCKELEW | |||||
| 401 ROUTE 73 NORTH PO BOX 989 | MARLTON | NJ | 08053 | CONSULTING | $144,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RECEIPTS FROM EMPLOYER | 525100 | $76,989,026 | $76,989,026 |
| PARTICIPANT CONTRIBUTI | 525100 | $17,210,274 | $17,210,274 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $85,946 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $85,946 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $94,285,246 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,491,673 | TotalRevenueColumnAmt |
| Exclusion | $6,491,673 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $92,853,781 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $92,928,998 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$75,217 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$75,217 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$75,217 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $100,701,702 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $94,210,029 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,491,673 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,932,701 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,014 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,006 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,684 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,712 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,135 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $514,843 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,150 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,180 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,066 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,636,268 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,460 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,293 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,468 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,996 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,943 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| MEDICAL CLAIMS AUDIT FE | $35,250 |
| PCORI FEES | $26,594 |
| TELEPHONE | $1,764 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,294,527 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,544,127 | BOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,818,055 | BOYAmt |
| EOY | $35,858,851 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,931,695 | BOYAmt |
| EOY | $8,593,299 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,812 | BOYAmt |
| EOY | $28,348 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $144,588 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $96,676 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,908 | BOYAmt |
| EOY | $47,912 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,432,248 | BOYAmt |
| EOY | $98,806,325 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,492,824 | BOYAmt |
| EOY | $74,827,643 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,508,840 | BOYAmt |
| EOY | $6,011,707 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,813,509 | BOYAmt |
| EOY | $224,174,085 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $364,028 | BOYAmt |
| EOY | $1,312,955 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,605,669 | BOYAmt |
| EOY | $6,117,258 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,969,697 | BOYAmt |
| EOY | $7,430,213 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,843,812 | BOYAmt |
| EOY | $216,743,872 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,843,812 | BOYAmt |
| EOY | $216,743,872 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,813,509 | BOYAmt |
| EOY | $224,174,085 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $17,407,175 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,492,885 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $97,222 | OtherCostOrOtherBasisAmt |
| Depreciation | $50,376 | DepreciationAmt |
| Book Value | $46,846 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $47,366 | OtherCostOrOtherBasisAmt |
| Depreciation | $46,300 | DepreciationAmt |
| Book Value | $1,066 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $47,912 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRUDENTIAL FIXED RATE FUND | $66,930,673 | C |
| BOYD WATTERSON STATE GOVERNMENT FUND LP | $7,896,970 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $74,827,643 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| INCURRED BUT NOT REPORTED | $5,970,483 |
| DUE TO AFFILIATE | $11,818 |
| LEASE LIABILITY | $134,957 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,117,258 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $101,919,521 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,492,885 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,492,885 | RevenueNotReportedAmt |
| Revenue Subtotal | $100,426,636 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $275,066 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $275,066 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $100,701,702 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $83,654,647 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $83,654,647 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $275,066 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$635,186 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$360,120 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $83,294,527 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | ASC TOPIC 740- INCOME TAXES CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN, INCLUDING THE ENTITY'S STATUS AS A TAX-EXEMPT ENTITY. THE PLAN HAS DETERMINED THERE IS NO IMPACT OF ASC TOPIC 740 ON ITS FINANCIAL STATEMENTS FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022. THE PLAN IS NO LONGER SUBJECT TO FEDERAL EXAMINATION FOR THE YEARS ENDED PRIOR TO DECEMBER 31, 2020. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INCREASE IN CLAIMS INCURRED BUT NOT REPORTED (IBNR) -635186. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES SNELL | ||||||||||||||
| CO-CHAIRMAN | $0 | $232,486 | $0 | $0 | $0 | $3,071 | $0 | $124,057 | $0 | $41,905 | $0 | $401,519 | $0 | $0 |
| THOMAS REDDEN | ||||||||||||||
| TRUSTEE | $0 | $194,441 | $0 | $0 | $0 | $5,681 | $0 | $108,238 | $0 | $37,715 | $0 | $346,075 | $0 | $0 |
| ROBERT WINTHER | ||||||||||||||
| ADMINISTRATOR | $76,254 | $114,380 | $0 | $0 | $1,744 | $2,615 | $35,308 | $52,963 | $14,798 | $22,197 | $128,104 | $192,155 | $0 | $0 |
| JAMES ROCKS | ||||||||||||||
| ASSISTANT ADMINISTRATOR | $63,628 | $95,441 | $0 | $0 | $0 | $0 | $21,129 | $31,694 | $13,153 | $19,731 | $97,910 | $146,866 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, SECTION A | PART V ITEM 2 A: THE FUND DOES NOT ISSUE W-2S TO ANY EMPLOYEE AND SHARES CERTAIN STAFF WITH OTHER ORGANIZATIONS. THESE STAFF ARE PAID THROUGH ESSENTIALLY A PAYMASTER ARRANGEMENT THAT FUNCTIONS AS THE STAFFS EMPLOYER AND ISSUES FORMS W-2 AND COMPLIES WITH APPLICABLE PAYROLL REPORTING AND RELATED REQUIREMENTS. ACCORDINGLY, THE PLAN'S ALLOCATED PORTION OF THE COSTS RELATED TO THIS SHARING IS REPORTED ON FORM 990, INCLUDING ON PART IX, LINES 7 THROUGH 10. THE PLAN DOES REPORT CERTAIN A&S BENEFITS PAID TO MEMBERS ON W-2 FORMS WHICH THEN GET TOTALED ON THE FORM W-3. THEREFORE, THE PLAN'S W-3 HAS 60 W-2'S ISSUED REPORTED ON FORM W-3. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE FUND IS ADMINISTERED BY SIX (6) TRUSTEES. THREE OF WHOM ARE APPOINTED BY THE UNION AND THREE OF WHOM ARE APPOINTED BY THE MECHANICAL CONTRACTORS ASSOCIATION OF EASTERN PENNSYLVANIA, INC. |
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED BY THE MANAGEMENT OF THE PLAN, THE PLAN ADMINISTRATOR, PRIOR TO FILING OF THE FORM WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY THE TRUSTEES AND KEY EMPLOYEES ARE REMINDED OF THEIR OBLIGATION TO DISCLOSE CONFLICTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE PLAN DOES NOT MAKE THESE DOCUMENTS AVAILABLE TO THE GENERAL PUBLIC. |
| FORM 990, PART IV, LINE 32 | THE FUND'S INVESTMENT PROGRAM INCLUDES CASH MANAGEMENT PROCEDURES THAT MAXIMIZE EARNINGS ON TEMPORARY BALANCES BY IMMEDIATELY PURCHASING SHORT TERM INVESTMENT VEHICLES UPON THE RECEIPT OF ESSENTIALLY ALL PRINCIPAL AND INTEREST TRANSACTIONS. THIS NECESSITATES THE SELLING OF SUCH ASSETS FOR EACH PURCHASE OF LONGER-TERM INVESTMENTS. THIS CASH MANAGEMENT ACTIVITY IS INCLUDED IN PART VIII ITEM 7 BUT IS NOT CONSIDERED TO CONSTITUTE TRANSACTIONS CONSIDERED BY PART IV ITEM 32. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| STEAMFITTERS LU NO420 APPRENTICE AND JOURNEYMAN TRAINING FUND | ||||||||||
| 14420 TOWNSEND ROAD SUITE A | PHILADELPHIA | PA | 19154 | 236209472 | EDUCATION FOR APPRENTICESHIP AND JOURNEYMEN | PA | 501 (C) 3 | N/A | N/A | 0 |
| STEAMFITTERS LU NO 420 | ||||||||||
| 14420 TOWNSEND ROAD SUITE A | PHILADELPHIA | PA | 19154 | 231173155 | LABOR UNION | PA | 501 (C) 5 | N/A | N/A | 0 |
| STEAMFITTERS LU NO 420 PENSION PLAN | ||||||||||
| 14420 TOWNSEND ROAD SUITE B | PHILADELPHIA | PA | 19154 | 232004424 | TO PROVIDE PENSION BENEFITS TO PARTICIPANTS | PA | 401 (A) | N/A | N/A | 0 |
| STEAMFITTERS LU NO 420 SUPPLEMENTAL RETIREMENT PLAN | ||||||||||
| 14420 TOWNSEND ROAD SUITE B | PHILADELPHIA | PA | 19154 | 232495379 | TO PROVIDE RETIREMENT BENEFITS TO PARTICIPANTS | PA | 401 (A) | N/A | N/A | 0 |
| SCHOLARSHIP FUND OF STEAMFITTERS LOCAL UNION NO 420 | ||||||||||
| 14420 TOWNSEND ROAD SUITE A | PHILADELPHIA | PA | 19154 | 236919093 | TO PROVIDE SCHOLARSHIPS TO THE CHILDREN OF MEMBERS | PA | 501 (C) 3 | 3A | N/A | 0 |
| MECHANICAL & SERVICE CONTR ASSOC OF EASTERN PENNSYLVANIA INC | ||||||||||
| 721 ARBOR WAY SUITE 40 | BLUE BELL | PA | 19422 | 230332471 | TO PROVIDE MEANS FOR MECHANICAL/SERVICE CONTRACTORS TO DEVELOP THE INDUSTRY | PA | 501 (C) 6 | N/A | N/A | 0 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (42 entries)
| BATES BROTHERS LLC |
| BINSKY & SNYDER LLC |
| ALLIED POWER SERVICES LLC |
| ANDREW JAMES MECHANICAL |
| CFM VR - TESCO LLC |
| CLIMATE PROS |
| CMS MECHANICAL CONTRACTING LLC |
| COMMAND MECHANICAL GROUP LLC |
| COMMERCIAL TANKLESS SOLUTIONS LLC |
| CTX INFRASTRUCTURE LLC |
| DAY MECHANICAL LLC |
| ENERGY SOLUTIONS LLC |
| ES JINGOLI DECOMMISSIONING LLC |
| FLANAGAN MECHANICAL SERVICES LLC |
| H & W MECHANICAL SERVICES LLC |
| HWE MECHANICAL LLC |
| I T C DELAWARE VALLEY LLC |
| INFRASOURCE CONSTRUCTION LLC |
| JLYNN LLC |
| KIELY CIVIL LLC |
| KISBY-LEES MECHANICAL LLC |
| LAREDO MECHANICAL LLC |
| MC CARLS LLC |
| MIKE LOVES HVAC |
| MOXIE MECHANICAL LLC |
| OTIS MINNESOTA SERVICES |
| P-111 LLC |
| PARADIGM MECHANICAL LLC |
| PHARMACEITUCAL LEGACY LLC |
| PMC MECHANICAL ENTERPISE LLC |
| PRECISION MECHANICAL SERVICES LLC |
| PROGRESSIVE MECHANICAL LLC |
| PT MECHANICAL GROUP LLC |
| RUCCI BROTHERS LLC |
| SANDS MECHANICAL |
| SCANLON ASSOC INDUSTRIAL CONTRACTORS LLC |
| SOUTH PHILLY CUSTOM SHEET METAL |
| SUMMIT REFRIGERATION GROUP LLC |
| TRISTATE HVAC EQUIPMENT LLP |
| WESTINGHOUSE ELECTRIC |
| WILLARD LIMBACH |
| ZARAGOZA BUILDING AND CONSTRUCTION LLC |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (127 entries)
| A A DUCKETT INC |
| A S L REFRIGERATION INC |
| A T CHADWICK CO INC |
| AAA REFRIGERATION SERVICES INC |
| ABLE MECHANICAL 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 |
| A P COM POWER INC |
| AINSWORTH INC |
| ALL TRADES MECHANICAL |
| APPELLATION CONSTRUCTION SERVICES |
| CM 3 BUILDING SOLUTIONS INC |
| COLLINS & COLLINS MECHANICAL INC |
| CONTRACT CALLERS INC |
| CORE MECHANICAL INC |
| CR MEYER AND SONS COMPANY |
| D & D HEATING AND AIR CONDITIONING INC |
| DANELLA CONSTRUCTION CORP |
| DAY & ZIMMERMANN |
| DEVINE BROTHERS INC |
| DEWITT HEATING & AIR CONDITIONING |
| 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 |
| ENTERPLEX 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 |
| FRANK LILL & SON INC |
| G E MECHANICAL INC |
| G R SPONAUGLE & SONS INC |
| GEM MECHANICAL SVCS INC |
| GENERAL AND MECHANICAL CONTRACTORS INC |
| GENERAL ASPHALT PAVING CO OF PHILA |
| GENERAL REFRIGERATION CO INC |
| GLOBAL SPECTRUM CITIZEN BANK PARK |
| GOSHEN MECHANICAL INC |
| GRAYCOR INDUST CONST 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 |
| HONEYWELL INC |
| HUNTER MECHANICAL INC |
| HURCKMAN MECHANICAL INDUSTRIES INC |
| INDUSTRIAL MECHANICAL CONTRACTORS INC |
| INDUSTRIAL REFRIGERATION INC |
| J & J PNEUMATIC TUBE INC |
| J F HIERHOLZER MECHANICAL & ELECTRIC |
| J GIVOO CONSULTANTS INC |
| JJ WHITE INC |
| J R METZGER INC |
| JOHN C KOHLER CO |
| JOHNSON CONTROLS INC - MILWAUKEE |
| KEYSTONE REFRIGERATION SERVICE 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 CONTRUCTION INC |
| MC CLURE CO INC |
| MCCLOSKEY MECHANICAL CONTRACTORS 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 INSTRUMENTATION SERVICES INC |
| PETERSON SERVICE CO INC |
| PHILADELPHIA EAGLES STADIUM |
| POSTLER & JAECKLE CORP (P&J) |
| PROJECT CONTROL SERVICES INC |
| QUAKER MECHANICAL |
| R A M M INC |
| RIGGS DISTLER & COMPANY |
| RIVER MECHANICAL INC |
| RIVER MECHANICAL SERVICES INC |
| SASS-MOORE SERVICE |
| SATELLITE HEATING AND COOLING |
| SCOTT MECHANICAL INC |
| SDA MECHANICAL SERVICES INC |
| SIEMENS BLDG TECHNOLOGIESLANDIS DIV |
| SOUTHLAND INDUSTRIES |
| SPECTRUM ARENA INC (WELLS FARGO CENTER) |
| SULPIZIO INC |
| SURETY MECH SERVICES INC |
| T C S HEATING & AIR CONDITIONING |
| THE WARKO GROUP |
| TRACEY MECHANICAL INC |
| TRANE COMPANY |
| TRUSKEY INC |
| U S PIPING INC |
| UTILITY LINE SERVICES INC |
| V&G CLIMATE SERVICES INC |
| VALIANT ENERGY SERVICES |
| W F SMITH INC |
| WEATHERVANE SERVICES INC |
| WEST CHESTER MECH CONTRACTORS INC |
| WHEELING MECHANICAL INC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE R, PART VII | FormAndLineReferenceDesc |
| Explanation | THE PLAN UNDERSTANDS THE IRS CALLS FOR ALL EMPLOYERS CONTRIBUTING TO A VEBA, SUCH AS THE PLAN, THAT ARE TO BE CONSIDERED RELATED ORGANIZATIONS FOR PURPOSES OF REPORTING ON SCHEDULE R TO FORM 990 ARE TO BE REPORTED LISTING ONLY THEIR NAME, ON SCHEDULE R. HOWEVER, TO PROPERLY COMPLETE SCHEDULE R CERTAIN INFORMATION IS NEEDED FOR EACH EMPLOYER. WHILE THE PLAN HAS MADE A REASONABLE EFFORT TO OBTAIN, GATHER AND PROPERLY REPORT ALL OF THE REQUIRED DATA, CERTAIN INFORMATION HAS NOT BEEN AVAILABLE OR RECEIVED. THE PLAN WILL CONTINUE TO OBTAIN, GATHER AND PROPERLY REPORT ALL OF THE REQUIRED DATA IN THE FUTURE. IN ADDITION, CERTAIN INFORMATION THAT WAS NOT AVAILABLE BUT WAS CALLED FOR BY THE FORM WAS BASED ON AVAILABLE INFORMATION. THE TYPE OF ENTITY WAS CONSIDERED TO BE A C CORPORATION FOR CERTAIN BUSINESSES FOR WHICH THE PLAN DOES NOT HAVE TYPE OF ENTITY. | ExplanationTxt |