STRATEGY STUDIO / PUBLIC DATA EXPLORER

PLUMBERS LOCAL UNION NO 690 HEALTH PLAN: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
PLUMBERS LOCAL UNION NO 690 HEALTH PLAN (EIN 23-1512313)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-14
IRS object ID
202523189349313282
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

FieldValueIRS element (for citing)
Return2025-11-14T15:46:48-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232586736PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DANIEL A WINTERS & COMPANY CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16 DICKINSON DRIVE SUITE 205AddressLine1Txt
CityCHADDS FORDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19317ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN231512313EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PLUMBERS LOCAL UNION NO 690 HEALTH PLANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPLUMBusinessNameControlTxt
Phone2156776900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12791 SOUTHAMPTON ROADAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19154ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEVIN F DEANPersonNm
Person TitlePLAN ADMINISTRATORPersonTitleTxt
Phone2156776900PhoneNum
Signature2025-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCRAIG D WINTERS CPAPreparerPersonNm
PTINP00154131PTIN
Phone6103582000PhoneNum
Preparation2025-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKEVIN F DEANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12791 SOUTHAMPTON ROADAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19154ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$68,281,121GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1954FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTHE EXEMPT PURPOSE OF THE PLAN IS TO PROVIDE PLAN PARTICIPANTS AND THEIR DEPENDENTS WITH HEALTH AND WELFARE BENEFITS.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$29,192,937PYProgramServiceRevenueAmt
CY Program Service Revenue$27,457,965CYProgramServiceRevenueAmt
PY Investment Income$2,368,166PYInvestmentIncomeAmt
CY Investment Income$2,135,508CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$31,561,103PYTotalRevenueAmt
CY Total Revenue$29,593,473CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$26,812,926PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$24,600,397CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$812,744PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$844,253CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,501,040PYOtherExpensesAmt
CY Other Expenses$1,406,050CYOtherExpensesAmt
PY Total Expenses$29,126,710PYTotalExpensesAmt
CY Total Expenses$26,850,700CYTotalExpensesAmt
PY Revenues Less Expenses$2,434,393PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,742,773CYRevenuesLessExpensesAmt
Total Assets BOY$63,953,254TotalAssetsBOYAmt
Total Assets EOY$67,962,782TotalAssetsEOYAmt
Total Liabilities BOY$4,485,031TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,585,573TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$59,468,223NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$63,377,209NetAssetsOrFundBalancesEOYAmt
MissionTHE EXEMPT PURPOSE OF THE PLAN IS TO PROVIDE PLAN PARTICIPANTS AND THEIR DEPENDENTS WITH HEALTH AND WELFARE BENEFITS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE EXEMPT PURPOSE OF THE PLAN IS TO PROVIDE PLAN PARTICIPANTS AND THEIR DEPENDENTS WITH HEALTH AND WELFARE BENEFITS. 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 Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KEVIN F DEAN ADMINISTRATORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2156776900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12791 SOUTHAMPTON ROADAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19154ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
GEORGE C PEGRAM
CO-CHAIRMAN1.0039.00Yes (X)$0$242,258$154,258
JAMES DOUGHERTY
CO-CHAIRMAN1.00Yes (X)$0$0$0
JOSEPH F MIELE
TRUSTEE1.00Yes (X)$0$0$0
THOMAS P GOLDEN
TRUSTEE1.00Yes (X)$0$204,605$139,639
JOSEPH P MULLHOLAND JR
TRUSTEE1.0039.00Yes (X)$0$178,266$129,396
JOSEPH P MCMONIGLE
TRUSTEE1.0039.00Yes (X)$0$178,266$129,396
RUDY BETZ
TRUSTEE1.00Yes (X)$0$0$0
WALTER KRZYZANOWSKI
TRUSTEE1.003.00Yes (X)$0$0$0
THOMAS J MCNULTY RESIGNED
ADMINISTRATOR16.0024.00$9,294$11,405$16,840Yes (X)
KEVIN DEAN
ADMINISTRATOR16.0024.00$93,265$114,453$167,501Yes (X)
PATRICK CROWTHER
FIELD REPRESENTATIVE16.0024.00$82,390$101,107$155,127Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$184,949TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,030,360TotReportableCompRltdOrgAmt
Total Other Compensation$892,157TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
AETNA
1425 UNION MEETING ROAD MAIL STOPBLUE BELLPA19422ADMIN SERVICE FEE$1,244,399
CHARTWELL INVESTMENT PARTNERS LLC
1205 WESTLAKES DRIVE SUITE 100BERWYNPA19312INVESTMENT MGMT FEE$123,461
BOYD WATERSON ASSET MGMT LLC
1301 EAST 9TH STREET SUITE 2900CLEVELANDOH44114INVESTMENT MGMT FEE$119,703
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RECEIPTS FROM EMPLOYER525100$24,935,429$24,935,429
PARTICIPANT CONTRIBUTI525100$1,354,486$1,354,486
PRESCRIPTION REBATES525100$1,162,153$1,162,153
EXPENSE REIMBURSEMENT525100$5,897$5,897
FieldValueIRS element (for citing)
Total Program Service Revenue$27,457,965TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,853,398TotalRevenueColumnAmt
Exclusion$1,853,398ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$38,969,758SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$38,687,648SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$282,110SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$282,110TotalRevenueColumnAmt
Related Or Exempt Func Income$282,110RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$29,593,473TotalRevenueColumnAmt
Related Or Exempt Func Income$27,740,075RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,853,398ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$24,600,397TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$337,373TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$277,782TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$115,945TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$78,131TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$35,022TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$138,420TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$37,489TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$318,802TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$739,850TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$53,134TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$48,037TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$23,863TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,749TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$28,018TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
PCORI FEE$11,645
DUES AND SUBSCRIPTIONS$5,043

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$26,850,700TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,748,465BOYAmt
EOY$3,985,247EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,374,472BOYAmt
EOY$3,619,145EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$42,248BOYAmt
EOY$43,679EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$180,433LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$164,692LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$15,741EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$38,230,582BOYAmt
EOY$43,213,124EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$18,541,473BOYAmt
EOY$16,900,631EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$16,014BOYAmt
EOY$185,215EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$63,953,254BOYAmt
EOY$67,962,782EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$245,067BOYAmt
EOY$434,338EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,239,964BOYAmt
EOY$4,151,235EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,485,031BOYAmt
EOY$4,585,573EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$59,468,223BOYAmt
EOY$63,377,209EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$59,468,223BOYAmt
EOY$63,377,209EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$63,953,254BOYAmt
EOY$67,962,782EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,742,773ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,166,213NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$180,433OtherCostOrOtherBasisAmt
Depreciation$164,692DepreciationAmt
Book Value$15,741BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$15,741TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
STATE STREET S&P 500 INDEX SECURITIES LENDING FUND$8,757,330F
BOYD WATERSON GSA FUND LP$8,143,301F
FieldValueIRS element (for citing)
Total Book Value Securities$16,900,631TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCLAIMS INCURRED BUT NOT REPORTED (IBNR)Desc
Amt$4,151,235Amt
FieldValueIRS element (for citing)
Total Liability$4,151,235TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$30,440,884TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,166,213NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,166,213RevenueNotReportedAmt
Revenue Subtotal$29,274,671RevenueSubtotalAmt
Investment Expenses Not Incld$318,802InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$318,802RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$29,593,473TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$26,620,627TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$26,620,627ExpensesSubtotalAmt
Investment Expenses Not Incld2$318,802InvestmentExpensesNotIncld2Amt
Other Expenses Not Included-$88,729OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$230,073ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$26,850,700TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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, 2024 AND 2023. THE PLAN IS NO LONGER SUBJECT TO FEDERAL EXAMINATION FOR THE YEARS ENDED PRIOR TO DECEMBER 31, 2021.
PART XII, LINE 4B - OTHER ADJUSTMENTS:NET CHANGE IN CLAIMS INCURRED BUT NOT REPORTED (IBNR) -88729.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
GEORGE C PEGRAM
CO-CHAIRMAN$0$242,258$0$0$0$0$0$118,593$0$35,665$0$396,516$0$0
KEVIN DEAN
ADMINISTRATOR$91,649$112,469$0$0$1,616$1,984$58,889$72,263$16,321$20,028$168,475$206,744$0$0
THOMAS P GOLDEN
TRUSTEE$0$204,605$0$0$0$0$0$103,974$0$35,665$0$344,244$0$0
PATRICK CROWTHER
FIELD REPRESENTATIVE$80,790$99,143$0$0$1,600$1,964$53,331$65,447$16,321$20,028$152,042$186,582$0$0
JOSEPH P MULLHOLAND JR
TRUSTEE$0$178,266$0$0$0$0$0$93,731$0$35,665$0$307,662$0$0
JOSEPH P MCMONIGLE
TRUSTEE$0$178,266$0$0$0$0$0$93,731$0$35,665$0$307,662$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART V, ITEM 2ATHE FUND DOES NOT ISSUE W-2S AND SHARES CERTAIN STAFF WITH ORGANIZATIONS CONSIDERED BY THE FORM 990 INSTRUCTIONS TO BE RELATED ORGANIZATIONS. THE FUND DOES NOT HAVE ANY EMPLOYEES BUT INSTEAD THE FUND SHARES THE COSTS OF COMPENSATION, FRINGE BENEFITS AND OTHER COSTS BASED ON PERIODIC TIME STUDIES AND ANALYSES. ACCORDINGLY, THE FUND'S ALLOCATED PORTION OF THE COSTS RELATED TO THIS SHARING IS REPORTED ON FORM 990, INCLUDING ON PART VII, SECTION A, SCHEDULE J AND PART IX, LINES 5 THROUGH 10. THE FUND DOES REPORT CERTAIN A&S BENEFITS PAID TO MEMBERS ON W-2 FORMS WHICH GET TOTALED ON THE FORM W-3. THEREFORE, THE PLAN'S W-3 HAS 9 W-2'S ISSUED REPORTED ON FORM W-3.
FORM 990, PART VI, SECTION A, LINE 7APLUMBERS LOCAL UNION NO. 690 (THE UNION) HAS THE ABILITY TO APPOINT HALF OF THE TRUSTEES. THE MECHANICAL CONTRACTORS ASSOCIATION OF EASTERN PENNSYLVANIA, INC. HAS THE ABILITY TO APPOINT TWO OF THE EIGHT TRUSTEES. THE PLUMBING AND HEATING CONTRACTORS ASSOCIATION OF PHILADELPHIA AND VICINITY HAS THE ABILITY TO APPOINT ONE OF THE EIGHT TRUSTEES. THE PLUMBING AND HEATING SUPPLY HOUSE EMPLOYERS ASSOCIATION HAS THE ABILITY TO APPOINT ONE OF THE EIGHT TRUSTEES.
FORM 990, PART VI, SECTION A, LINE 8BTHERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS REVIEWED BY THE PLAN'S ADMINISTRATOR.
FORM 990, PART VI, SECTION B, LINE 15ATHE PROCESS FOR DETERMINING THE COMPENSATION OF THE PLAN ADMINISTRATOR HAS BEEN DETERMINED BY THE BOARD OF TRUSTEES. SALARY IS A MULTIPLE OF THE LEVELS OF WAGES SET FORTH IN THE APPLICABLE COLLECTIVE BARGAINING AGREEMENT.
FORM 990, PART VI, SECTION C, LINE 19THESE DOCUMENTS ARE NOT PROVIDED TO THE GENERAL PUBLIC.
FORM 990, PART VII, SECTION A, COLUMN FCERTAIN TRUSTEES CHANGED DURING THE YEAR. ACCORDINGLY, CERTAIN AMOUNTS OF OTHER COMPENSATION FROM RELATED ORGANIZATIONS ARE ESTIMATES.
FORM 990, PART IV, LINE 32THE 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 (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
PEN PLAN FOR EMPLOYEES OF PLUMB 690 BENEFIT FUNDS
2791 SOUTHAMPTON ROADPHILADELPHIAPA19154236405018PROVIDE PENSION BENEFITS TO THE EMPLOYEES OF THE BENEFIT FUNDS OFFICEPA401(A)N/AN/A0
PLUMBERS LU NO 690 PENSION PLAN
2791 SOUTHAMPTON ROADPHILADELPHIAPA19154236405018PROVIDE RETIREMENT BENEFITS TO ITS PARTICIPANTSPA401(A)N/AN/A0
MECHANICAL CONTRACTORS AND SERVICE ASSOCIATION OF EASTERN PENNSYLVANIA INC
721 ARBOR WAY SUITE 40BLUE BELLPA19422231173155TRADE ASSOCIATIONPA501(C)(6)N/AN/A0
PLUMBERS LOCAL UNION NO 690
2791 SOUTHAMPTON RDPHILADELPHIAPA19154231173153LABOR UNIONPA501(C)5N/AN/A0
PLUMBERS LU NO 690 SRP
2791 SOUTHAMPTON RDPHILADELPHIAPA19154232487320PROVIDE SUPPLEMENTAL RETIREMENT BENEFITS TO ITS PARTICIPANTSPA401(A)N/AN/A0
PLUMBERS LU NO 690 MTP
2791 SOUTHAMPTON RDPHILADELPHIAPA19154236442844PROVIDE RETIREMENT BENEFITS TO ITS PARTICIPANTSPA401(A)N/AN/A0
PLUMBERS LU NO 690 APPRENTICESHIP PLAN
2791 SOUTHAMPTON RDPHILADELPHIAPA19154236296991DEFRAY THE COSTS AND EXPENSES INCIDENT TO TRAINING PLUMBERSPA501(C)5N/AN/A0
PLUMBERS LU 690 THOMAS J MCNULTY ANNUAL SCHOLARSHIP FUND
2791 SOUTHAMPTON RDPHILADELPHIAPA19154412064526TO PROVIDE SCHOLARSHIPS FOR DEPENDENT CHILDREN OF UNION MEMBERSPA501(C)3501(A)(3)N/A0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (119 entries)

CHADWICK SERVICE CO INC
BATES BROTHERS LLC
KEYSTONE PARK SERVICES COMPANY
BINSKY & SNYDER INC
BJK PLBG & HTG
ALBERT T CHADWICK
CHURCHVILLE MECHANICAL ASSOC LLC
CORPORATE PIPING INC
DEVINE BROTHERS INC
DOLAN MECHANICAL
EAGLE MECH INC
E J RAITH MECH CORP
F & G MECH CORP
FAB-CRETE INC
FALASCA DANIEL S
FIVE STAR INC
FLUIDICS INC
GENERAL ASPHALT CO
GOLDEN & COWDEN
HAYES MECHANICAL
HERMAN GOLDNER CO INC
J J WHITE INC
JOHN J BEE INC
LGB MECHANICAL SERVICES
LIBERTY MECHANICAL SERVICES
LIMA COMPANY
LOR-MAR MECH SERV LLC
MCCLOSKEY MECHANICAL
MCCLURE CO INC
KEVIN MCGINN
MECO CONSTRUCTORS INC
EDWARD J MELONEY INC
MID-ATLANTIC MECHANICAL
MIELE PLBG & HTG
MULCO MECHANICAL
MY LEAK PLUMBING
NAGEL-LAVIN INC
NOOTER CONSTR
PHILADELPHIA EAGLES
PHILADELPHIA HOUSING DEVELOPMENT
RIVER MECHANICAL INC
SCOTT MECH INC
SDA INC
SERCO INC
SPECTRUM
STAR PLUMBING
SURETY MECH SERVICES
TANDEM ASSOC INC
THE PHILLIES
THE WARKO GROUP
TRACEY MECH INC
TRUSKEY INC
US PIPING INC
VINCENT POOLS INC
WEST CHESTER MECHANICAL CONT INC
LIMBACH COMPANY LLC
QUAKER MECHANICAL INC
MAIN LINE COMMERICAL POOLS
BOFINGER & BRESLIN PLUMBING
DWD MECH CONTRACTOR INC
KASER MECHANICAL LLC
TKELLY INC
J P C GROUP INC
RAMOS & ASSOCIATES INC
BBJ MECHANICAL INC
COMPETITIVE PLBG & HTG INC
JR MCGEE PLUMBING
LUCKY MECHANICAL LLC
ROSATI MECHANICAL INC
PARADIGM MECHANICAL LLC
JJM PLUMBING CO
JF HIERHOLZER MECH & ELEC
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CHESTER POOL SYSTEMS INC
M E B PLUMBING LLC
EDWIN L HEIM CO
SOUTHLAND INDUSTRIES
GEM MECHANICAL SERVICES INC
GARRY'S PLBG & HTG
PEOPLE'S & SONS LLC
MECHANICAL ADVANTAGE CONSTRUCTION
MAYFIELD SITE CONTRACTORS INC
AINSWORTH INC
T H PLUMBING
TLC UNION DRAIN CLEANING
P-III LLC
MARX SHEET METAL & MECHANICAL INC
KEEGAN MECHANICAL INC
LEIBOLD INC
JOHN B GREGORY & SONS LLC
BIG BULL ASSOCIATES LLC
J RYBNICK MECH CONTRACTOR INC
PHARMACEUTICAL PROCURMENT
V & G CLIMATE SERVICES
ALL TRADES MECHANICAL
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TOTAL PIPE CONNECTION INC
MECHANICAL RESOURCE CONTRACTORS LLC
WARMINSTER MUNICIPAL AUTHORITY
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DELONG SERVICE CO INC
FERRY PLUMBING
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H T LYONS INC
WILLIAM BERTZ JR INC
COONEY BROTHERS INC
DEACON IND SUPPLY CO
ECONOMY PLBG SUPP CO
GROVE SUPPLY INC
PARKER LEN ASSOC INC
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MWI MECHANICAL
THE LABOV
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LIMBACH COMPANY LLC
DP ELLINGER P & H
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FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEUDLE R:FormAndLineReferenceDesc
ExplanationTHE 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 THE TYPE OF ENTITY.ExplanationTxt