PLUMBERS & STEAMFITTERS 486 MEDICAL FUND: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PLUMBERS & STEAMFITTERS 486 MEDICAL FUND (EIN 52-6044512)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-14
- IRS object ID
- 202542879349301549
- Schema version
- 2024v5.2
- 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 | 2025-10-14T16:09:07-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 611436956 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOVAK FRANCELLA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 MONUMENT RD 5TH FLR | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526044512 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLUMBERS AND STEAMFITTERS LOCAL 486 | BusinessNameLine1Txt |
| Business Name Line2 | MEDICAL FUND BOARD OF TRUSTEES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PLUM | BusinessNameControlTxt |
| Phone | 4108729500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7130 COLUMBIA GATEWAY DRIVE A | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21046 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PASQUALE PETROVIA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4108729500 | PhoneNum |
| Signature | 2025-10-14 | 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 | LOUIS VERZELLA CPA | PreparerPersonNm |
| PTIN | P00360279 | PTIN |
| Phone | 6106689400 | PhoneNum |
| Preparation | 2025-10-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PASQUALE PETROVIA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7130 COLUMBIA GATEWAY DRIVE A | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21046 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $40,317,027 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE MEDICAL BENEFITS TO MEMBERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | 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 | $25,791,267 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $28,695,845 | CYProgramServiceRevenueAmt |
| PY Investment Income | $688,632 | PYInvestmentIncomeAmt |
| CY Investment Income | $953,240 | CYInvestmentIncomeAmt |
| PY Other Revenue | $452 | PYOtherRevenueAmt |
| CY Other Revenue | $1,137 | CYOtherRevenueAmt |
| PY Total Revenue | $26,480,351 | PYTotalRevenueAmt |
| CY Total Revenue | $29,650,222 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $24,154,177 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $24,309,555 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $36,289 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,566,734 | PYOtherExpensesAmt |
| CY Other Expenses | $2,042,731 | CYOtherExpensesAmt |
| PY Total Expenses | $25,757,200 | PYTotalExpensesAmt |
| CY Total Expenses | $26,352,286 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $723,151 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,297,936 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $40,195,323 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,664,108 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $863,806 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $455,907 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $39,331,517 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $43,208,201 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE MEDICAL BENEFITS TO MEMBERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE FUND PROVIDES ACCIDENT, MEDICAL AND HOSPITALIZATION BENEFITS ON SELF-INSURED AND INSURED BASIS TO ELIGIBLE PARTICIPANTS EMPLOYED BY CONTRIBUTING EMPLOYERS. | 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 | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | 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 |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| 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 | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | Yes (1) | 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 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4108729500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7130 COLUMBIA GATEWAY DRIVE STE A | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21046 | 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 |
|---|---|---|---|---|---|---|
| PASQUALE PETROVIA | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $114,767 | $76,533 |
| ERIC ECKSTEIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $11,940 | $0 | $0 | |
| KENNETH KAHL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $12,514 | $0 | $0 | |
| ANTHONY GEORGE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $9,096 | $0 | $0 | |
| CHARLES DANIEL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KARI CORDELL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $11,351 | $0 | $0 | |
| LAUREN ELEK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RODNEY HORTON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $44,901 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $114,767 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $76,533 | 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 |
|---|---|---|---|---|---|
| ZENTIH AMERICAN SOLUTIONS | |||||
| 302 KNIGHTS RUN AVENUE SUITE 1100 | TAMPA | FL | 33602 | CONTRACT ADMINISTRATOR | $276,092 |
| ZELIS | |||||
| 2 CROSSROADS DR | BEDMINSTER | NY | 07921 | CLAIMS ADMINISTRATOR | $232,076 |
| CONIFER VALUE-BASED CARE LLC | |||||
| 15821 VENTURA BLDV | ENCINO | CA | 91436 | DATA ANALYSIS | $199,018 |
| BENESYS INC | |||||
| 700 TOWER DR 300 | TROY | MI | 48098 | CONTRACT ADMINISTRATOR | $186,752 |
| CAREFIRST BCBS OF MARYLAND | |||||
| 10455 MILL RUN CIRCLE | OWINGS MILLS | MD | 21117 | CLAIMS ADMINISTRATOR | $172,870 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 525100 | $27,221,537 | $27,221,537 |
| PARTICIPANT CONTRIBUTIONS | 525100 | $1,474,308 | $1,474,308 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $28,695,845 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,077,543 | TotalRevenueColumnAmt |
| Exclusion | $1,077,543 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,542,502 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,666,805 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$124,303 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$124,303 | TotalRevenueColumnAmt |
| Exclusion | -$124,303 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 525100 | BusinessCd |
| Total Revenue Column | $1,137 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,137 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,137 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,650,222 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,696,982 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $953,240 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,309,555 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,977 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,663 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,864 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,511,073 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,034 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,360 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,936 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEES MANDATED BY AFFORD | Desc |
| Total | $11,824 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,352,286 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,446,731 | BOYAmt |
| EOY | $1,118,236 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,546,546 | BOYAmt |
| EOY | $2,518,857 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,391,874 | BOYAmt |
| EOY | $5,871,028 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,314,067 | BOYAmt |
| EOY | $23,719,032 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,496,105 | BOYAmt |
| EOY | $7,813,163 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,623,792 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,195,323 | BOYAmt |
| EOY | $43,664,108 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $863,806 | BOYAmt |
| EOY | $455,907 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $863,806 | BOYAmt |
| EOY | $455,907 | 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 | $39,331,517 | BOYAmt |
| EOY | $43,208,201 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,331,517 | BOYAmt |
| EOY | $43,208,201 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,195,323 | BOYAmt |
| EOY | $43,664,108 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,297,936 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$166,713 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $745,461 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIMITED PARTNERSHIPS | Desc |
| Book Value | $7,813,163 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $7,813,163 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM RELATED PARTIES | Desc |
| Book Value | $2,623,792 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,623,792 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $29,331,645 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$166,713 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$166,713 | RevenueNotReportedAmt |
| Revenue Subtotal | $29,498,358 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $151,864 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $151,864 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $29,650,222 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $26,200,422 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $26,200,422 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $151,864 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $151,864 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $26,352,286 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. | ExplanationTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PASQUALE PETROVIA | PersonNm |
| Title | TRUSTEE | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $114,767 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $53,133 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $23,400 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $191,300 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE FUND HAS DELEGATED CONTROL OVER MANAGEMENT DUTIES TO AN INDEPENDENT THIRD PARTY ADMINISTRATOR. THE ADMINISTRATOR PROCESSES THE DAILY TRANSACTIONS AND PERFORMS OTHER DUTIES AS NEEDED FOR THE FUND. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE EXECUTIVE BOARD OF THE PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 486 ELECT THE UNION TRUSTEES TO THE BOARD OF TRUSTEES. EMPLOYER TRUSTEES ARE ELECTED BY THE MCA OF MD. |
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. ALL DECISIONS AND ACTIONS ARE MADE BY THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PRESENTED TO THE BOARD OF TRUSTEES FOR SIGNATURE,AT WHICH TIME THE BOARD REVIEWS AND DISCUSSES THE FORM 990 BEFORE APPROVING IT FOR SIGNATURE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FUND MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | THE OVERSIGHT PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| PLUMBERS & STEAMFITTERS LOCAL UNION #486 | ||||||||
| 8100 SANDPIPER CIRCLE | BALTIMORE | MD | 21236 | 521908936 | LABOR UNION | MD | 501(C)(5) | 0 |
| PLUMBERS & STEAMFITTERS LOCAL 486 PENSION FUND | ||||||||
| 7130 COLUMBIA GATEWAY DRIVE STE A | COLUMBIA | MD | 21046 | 526124449 | PENSION FUND | MD | 501(A) | 0 |
| PLUMBERS & STEAMFITTERS LOCAL 486 SEVERANCE & ANNUITY FUND | ||||||||
| 7130 COLUMBIA GATEWAY DRIVE STE A | COLUMBIA | MD | 21046 | 521190205 | ANNUITY FUND | MD | 501(A) | 0 |
| PLUMBERS & STEAMFITTERS LOCAL 486 TRAINING FUND | ||||||||
| 7130 COLUMBIA GATEWAY DRIVE STE A | COLUMBIA | MD | 21046 | 520708294 | TRAINING FUND | MD | 501(C)(3) | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (112 entries)
| ADJ SHEET METAL INC |
| ADU HOLDINGS INC |
| ADVANCE SYSTEMS LLC |
| AINSWORTH INC (FORMERLY ENGINUITY LLC) |
| AL GLEESON ELECTRICAL CO INC MECH DIVISION |
| ALL MECHANICAL AND PLUMBING |
| ALLIED POWER SERVICES LLC |
| AMERICAN COMBUSTION INDUSTRIES INC |
| ARCTIC REFRIGERATION INC |
| BALTIMORE-DC METRO BUILDING TRADES COUNCIL |
| BAY AREA MECHANICAL SERVICES INC |
| BBR MECHANICAL SERVICES INC |
| BEL AIR MECHANICAL LLC |
| BHI ENERGY SPECIALTY SERVICES |
| BILFINGER INDUSTRIAL SERVICES |
| BILL BRIDGES ENTERPRISES LLC |
| BMC SERVICES |
| BORLIE MECHANICAL CONTRACTING LLC |
| BOWEN ENGINEERING CORPORATION |
| CALVERT CONTROLS INC |
| CAPITOL REFRIGERATION INC |
| CARRIER CORPORATION |
| CKN HEATING & COOLING INC |
| CLIMATE PROS LLC |
| CLOUD INC |
| COMPLETE MECHANICAL SOLUTIONS |
| CONTROL SOURCES LLC |
| CONTROL SYSTEMS INC |
| CORE MECHANICAL SOLUTIONS |
| COVERT'S WELDING INC |
| CROCKETT FACILITIES SERVICES |
| CUSHMAN & WAKEFIELD |
| CUSTOM MECHANICAL SERVICES INC |
| DE ASSET OPERATIONS LLC |
| DECA INC |
| DENVER-ELEK INC |
| DNA MECHANICAL |
| DYNAMIC MECHANICAL CONTRACTORS |
| DYNASTICS INC |
| ELECTRICAL AUTOMATION SERVICES INC |
| EXCEL MECHANICAL CONTRACTORS LLC |
| FACILITY ENGINEERING SERVICES CORP |
| FAZIO MECHANICAL SERVICES |
| FLO-TRON CONTRACTING INC |
| FRANK LILL & SON INC |
| GENERAL & MECHANICAL SERVICES LLC |
| GEORGE S HALL INC |
| H&D MECHANICAL LLC |
| HARLEE MECHANICAL CONTRACTING INC |
| HARRIS |
| HEATING PIPING & REFRIG |
| HEFFRON COMPANY |
| HIGH PURITY SYSTEM INC |
| HONEYWELL |
| HORTON MECHANICAL CONTRACTORS INC |
| I D GRIFFITH INC |
| INDUSTRIAL REFRIGERATION SERVICE INC |
| J J WHITE |
| J F FISCHER INC |
| JOHN C GRIMBERG CO INC |
| JOHNSON CONTROLS FEDERAL SYSTEMS INC |
| JOHNSON CONTROLS INC |
| JONES LANG LASALLE INC |
| KBR WYLE SERVICES LLC |
| KDB - KIRLIN DESIGN BUILD |
| KENT ISLAND MECHANICAL INC |
| KINETIC SYSTEMS INC |
| KLEPSIG PLUMBING LLC |
| KOEPPER WELDING LLC |
| LIMBACH COMPANY |
| LOUIS F SOUL COMPANY INC |
| M&M WELDING AND FABRICATORS INC |
| MCCLURE COMPANY |
| MECHANICAL SYSTEMS INC |
| MEK TEK LLC |
| MID-ATLANTIC PIPE TRADES ASSOCIATION |
| MODERN CONTROLS INC |
| NAC MECHANICAL SERVICES LLC |
| NORTHERN BAY ENVIRONMENTAL SYSTEMS INC |
| NORTHERN PIPELINE (NPL) CONSTRUCTION |
| NS & ASSOCIATES LLC |
| OZELL SERVICES INC |
| PATAPSCO MECHANICAL |
| PCI ENERGY SERVICES LLC |
| PEVCO SYSTEMS INTERNATIONAL INC |
| PLATINUM SERVICES LLC |
| POOLE & KENT CORPORATION |
| POWER AND COMBUSTION INC |
| PRO-AIR INC |
| R H LAPP & SONS INC |
| RF WARDER INC |
| RIG CONSTRUCTION LLC |
| RIGGS DISTLER & COMPANY INC |
| ROCK SPRING HEATING & COOLING INC |
| RSC ELECTRICAL & MECHANICAL CONTRACTORS INC |
| S&S CONTROL SYSTEMS INC |
| SIEMENS INDUSTRY INC |
| SODEXOROTH |
| SOUTH MOUNTAIN MECHANICAL |
| SOUTHLAND INDUSTRIES |
| SPEARS MECHANICAL CONTRACTORS |
| STATEWIDE MECHANICAL INC |
| STOKES MECHANICAL LLC |
| SUMMIT MECHANICAL INC |
| TRADE-MARK INDUSTRIAL LLC |
| TRANE TECHNOLOGIES |
| TRUSKEY INC |
| UNITED ASSOCIATION OF JAPPI |
| WE BOWERS INC |
| WG TOMKO INC |
| WELCH AND RUSHE LLC |
| YANDLE TUBES LLC |
| 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 | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |