PLUMBERS AND STEAMFITTERS LOCAL NO 21 HEALTH AND WELFARE FUND: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
PLUMBERS AND STEAMFITTERS LOCAL NO 21 HEALTH AND WELFARE FUND (EIN 13-4017983)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-04-09
IRS object ID
202510999349301451
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-04-09T13:27:17-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222951202PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MSPC CPAS & ADVISORS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1340 NORTH AVENUE EASTAddressLine1Txt
CityCRANFORDCityNm
State AbbreviationNJStateAbbreviationCd
ZIP070162496ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134017983EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PLUMBERS AND STEAMFITTERS LOCAL NO 21BusinessNameLine1Txt
Business Name Line2WELFARE FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPLUMBusinessNameControlTxt
Phone9147377220PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11024 MCKINLEY STREETAddressLine1Txt
CityPEEKSKILLCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10566ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAMIR WIRRPersonNm
Person TitlePLAN ADMINISTRATORPersonTitleTxt
Phone9147377220PhoneNum
Signature2025-04-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPATRICK M TROMBETTA CPAPreparerPersonNm
PTINP00450410PTIN
Phone9082727000PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerAMIR WIRRPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11024 MCKINLEY STREETAddressLine1Txt
CityPEEKSKILLCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10566ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$25,757,585GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1998FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTO PROVIDE 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$18,064,087PYProgramServiceRevenueAmt
CY Program Service Revenue$20,508,538CYProgramServiceRevenueAmt
PY Investment Income$241,029PYInvestmentIncomeAmt
CY Investment Income$225,275CYInvestmentIncomeAmt
PY Other Revenue$2,268,089PYOtherRevenueAmt
CY Other Revenue$3,240,222CYOtherRevenueAmt
PY Total Revenue$20,573,205PYTotalRevenueAmt
CY Total Revenue$23,974,035CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$18,873,999PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$19,626,561CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$293,597PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$393,608CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$756,610PYOtherExpensesAmt
CY Other Expenses$802,045CYOtherExpensesAmt
PY Total Expenses$19,924,206PYTotalExpensesAmt
CY Total Expenses$20,822,214CYTotalExpensesAmt
PY Revenues Less Expenses$648,999PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,151,821CYRevenuesLessExpensesAmt
Total Assets BOY$16,948,962TotalAssetsBOYAmt
Total Assets EOY$20,891,918TotalAssetsEOYAmt
Total Liabilities BOY$2,043,737TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,396,801TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$14,905,225NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$18,495,117NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH AND WELFARE BENEFITS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescPROVIDING HOSPITAL, SURGICAL, MAJOR MEDICAL, DENTAL, PRESCRIPTION DRUGS, LIFE INSURANCE AND CERTAIN OTHER BENEFITS TO QUALIFYING PARTICIPANTS.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 Sec0ReportInvestmentsOtherSecInd
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
IRP Document14IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
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 Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
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 Line1BOARD OF TRUSTEESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9147377220PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11024 MCKINLEY STREETAddressLine1Txt
CityPEEKSKILLCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10566ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
THOMAS O'BRIEN
UNION TRUSTEE2.00Yes (X)$0$148,559$114,582
SEAN CAREY
UNION TRUSTEE2.00Yes (X)$0$142,390$108,473
JOHN MCCRUDDEN JR
UNION TRUSTEE2.00Yes (X)$0$63,642$46,257
CRAIG STRASSER
UNION TRUSTEE2.00Yes (X)$0$63,642$46,257
REINALDO DIAZ
FORMER UNION TRUSTEE2.00Yes (X)$0$89,492$67,583
JOSEPH DULLEA
FORMER UNION TRUSTEE2.00Yes (X)$0$71,554$57,050
THOMAS CAREY
FORMER UNION TRUSTEE2.00Yes (X)$0$78,748$62,497
GRANT COPPOLA
EMPLOYER TRUSTEE1.00Yes (X)$0$0$0
JAMES ESTABROOK
EMPLOYER TRUSTEE1.00Yes (X)$0$0$0
ANDREW CUOMO
EMPLOYER TRUSTEE1.00Yes (X)$0$0$0
ANDREW GRUDMAN
EMPLOYER TRUSTEE1.00Yes (X)$0$0$0
ROBERT COURTIEN
FORMER EMPLOYER TRUSTEE1.00Yes (X)$0$0$0
MARK WHALEN
FORMER EMPLOYER TRUSTEE1.00Yes (X)$0$0$0
JOHN DIMICELI
FORMER EMPLOYER TRUSTEE1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$658,027TotReportableCompRltdOrgAmt
Total Other Compensation$502,699TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EMPIRE HEALTHCHOICE ASSURANCE INCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line19 PINE STREET 14TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10005ZIPCd
FieldValueIRS element (for citing)
ServicesCLAIMS PROCESSINGServicesDesc
Compensation$496,946CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescEMPLOYERS' CONTRIBUTIONSDesc
Business900099BusinessCd
Total Revenue Column$20,508,538TotalRevenueColumnAmt
Related Or Exempt Func Income$20,508,538RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$20,508,538TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$269,674TotalRevenueColumnAmt
Exclusion$269,674ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,739,151SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,783,550SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$44,399SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$44,399TotalRevenueColumnAmt
Exclusion-$44,399ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
STOP LOSS REIMBURSEMENTS900099$2,387,358$2,387,358
INSURANCE PREMIUMS COLLECTED900099$852,414$852,414
MISCELLANEOUS INCOME900099$450$450
FieldValueIRS element (for citing)
Other Revenue Total$3,240,222OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,974,035TotalRevenueColumnAmt
Related Or Exempt Func Income$23,748,760RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$225,275ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$19,626,561TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$221,592TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$153,772TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$18,244TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$43,034TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$33,487TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$7,600TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$580,921TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$9,831TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$51,551TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$13,343TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$8,057TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$18,606TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,461TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
EQUIPMENT RENTAL$18,153
PCORI FEE$6,466
PRINTING, STATIONERY &$4,465
TELEPHONE$3,070

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$20,822,214TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$9,673,716BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$983,276BOYAmt
EOY$13,272,042EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,612,906BOYAmt
EOY$1,875,112EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$214,695LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$193,526LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$22,126BOYAmt
EOY$21,169EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$4,634,931BOYAmt
EOY$5,653,590EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$22,007BOYAmt
EOY$70,005EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$16,948,962BOYAmt
EOY$20,891,918EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$28,600BOYAmt
EOY$130,776EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,015,137BOYAmt
EOY$2,266,025EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,043,737BOYAmt
EOY$2,396,801EOYAmt
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$14,905,225BOYAmt
EOY$18,495,117EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,905,225BOYAmt
EOY$18,495,117EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$16,948,962BOYAmt
EOY$20,891,918EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$3,151,821ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$438,071NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
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 CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$214,695OtherCostOrOtherBasisAmt
Depreciation$193,526DepreciationAmt
Book Value$21,169BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$21,169TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
OPERATING LEASE LIABILITIES$70,005
DUE TO RELATED FUNDS$175,320
BENEFIT OBLIGATIONS PAYABLE$2,020,700
FieldValueIRS element (for citing)
Total Liability$2,266,025TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$22,017,148TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$438,071NetUnrealizedGainsInvstAmt
Revenue Not Reported$438,071RevenueNotReportedAmt
Revenue Subtotal$21,579,077RevenueSubtotalAmt
Investment Expenses Not Incld$7,600InvestmentExpensesNotIncldAmt
Other Revenues Not Included$2,387,358OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$2,394,958RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$23,974,035TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$18,268,856TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included-$2,387,358OtherExpensesIncludedAmt
Expenses Not Reported-$2,387,358ExpensesNotReportedAmt
Expenses Subtotal$20,656,214ExpensesSubtotalAmt
Investment Expenses Not Incld2$7,600InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$158,400OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$166,000ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$20,822,214TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE PLAN HAS RECEIVED AN EXEMPTION LETTER FROM THE IRS DATED SEPTEMBER 30, 1999, STATING THAT THE VEBA TRUST ESTABLISHED UNDER THE PLAN WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE PROVISIONS OF SECTION 501(C)(9) OF THE IRC. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2023 FOR UNRELATED BUSINESS TAXABLE INCOME. THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST WAS TAX-EXEMPT AS OF THE FINANCIAL STATEMENT DATE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
PART XI, LINE 4B - OTHER ADJUSTMENTS:STOP LOSS REIMBURSEMENTS
PART XII, LINE 2D - OTHER ADJUSTMENTS:STOP LOSS REIMBURSEMENTS
PART XII, LINE 4B - OTHER ADJUSTMENTS:CHANGE IN BENEFIT OBLIGATIONS PAYABLE

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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
THOMAS O'BRIEN
UNION TRUSTEE$0$148,559$0$0$0$0$0$87,997$0$26,585$0$263,141$0$0
SEAN CAREY
UNION TRUSTEE$0$142,390$0$0$0$0$0$82,535$0$25,938$0$250,863$0$0
REINALDO DIAZ
FORMER UNION TRUSTEE$0$89,492$0$0$0$0$0$52,654$0$14,929$0$157,075$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 IS DISTRIBUTED TO TRUSTEES FOR REVIEW BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CCOMPLIANCE OF POLICIES ARE REVIEWED AT TRUSTEE MEETINGS.
FORM 990, PART VI, SECTION C, LINE 19DOCUMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2CTHE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND THE ELECTION OF INDEPENDENT ACCOUNTANTS. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
PLUMBERS & STEAMFITTERS LOCAL 21
1024 MCKINLEY STREETPEEKSKILLNY10566133964242TO PROVIDE JOB OPPORTUNITIES TO MEMBERS OF THE UNIONNY501(C)(5)N/A0
PLUMBERS & STEAMFITTERS LOCAL 21 PENSION FUND
1024 MCKINLEY STREETPEEKSKILLNY10566131847042TO PROVIDE PENSION BENEFITS TO PARTICIPANTS OF THE FUNDNY401(A)N/A0
PLUMBERS & STEAMFITTERS LOCAL 21 EDUCATION FUND
1024 MCKINLEY STREETPEEKSKILLNY10566134015617TO PROVIDE EDUCATION & TRAINING TO PARTICIPANTS OF THE FUNDNY501(C)(3)N/A0
PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY FUND
1024 MCKINLEY STREETPEEKSKILLNY10566136320256TO PROVIDE ANNUITY BENEFITS TO PARTICIPANTS OF THE FUNDNY401(A)N/A0
WEST&PUT IND LABOR MGMT COMM
1024 MCKINLEY STREETPEEKSKILLNY10566134015609SUPPORT LABOR MANAGEMENTNY501(C)(5)N/A0
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 Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
PLUMBERS & STEAMFITTERS LOCAL 21 ADMIN FUND
O$392,126TIME STUDY
PLUMBERS & STEAMFITTERS LOCAL 21 ADMIN FUND
P$26,925ALLOCATION FACTORS
1024 MCKINLEY STREET LLC
N$13,343RENT STUDY

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