BETA

PLUMBING & PIPEFITTING INDUSTRY HEALTH & WELFARE FUND LOCAL UNION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
PLUMBING & PIPEFITTING INDUSTRY HEALTH & WELFARE FUND LOCAL UNION (EIN 91-0973983)
Tax period
2024-10-01 to 2025-09-30
Filed
2026-08-13
IRS object ID
202612259349302011
Schema version
2024v5.5
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)
Return2026-08-13T11:11:41-05:00ReturnTs
Tax Period End2025-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN208149084PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANASTASI MOORE & MARTIN PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19 S WASHINGTON ST STE 600AddressLine1Txt
CitySPOKANECityNm
State AbbreviationWAStateAbbreviationCd
ZIP99201ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN910973983EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOCAL UNION 598 PLUMBING & PIPEFITTINGBusinessNameLine1Txt
Business Name Line2INDUSTRY HEALTH & WELFARE FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPLUMBusinessNameControlTxt
Phone8002057002PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15331 S MACADAM AVE STE 258 PMB 116AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97239ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMACK BLAND IIIPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone8002057002PhoneNum
Signature2026-08-11SignatureDt
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 PersonSTEVEN R COLEMAN CPAPreparerPersonNm
PTINP01854803PTIN
Phone5093230272PhoneNum
Preparation2026-08-11PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMACK BLAND IIIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15331 S MACADAM AVE STE 258 PMB 116AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97239ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$42,569,399GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.UA598BENEFITS.ORGWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1976FormationYr
Legal Domicile StateWALegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH, VACATION, AND SICK LEAVE BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
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$26,254,516PYProgramServiceRevenueAmt
CY Program Service Revenue$31,258,186CYProgramServiceRevenueAmt
PY Investment Income$1,007,790PYInvestmentIncomeAmt
CY Investment Income$1,802,742CYInvestmentIncomeAmt
PY Other Revenue$472,489PYOtherRevenueAmt
CY Other Revenue$710,783CYOtherRevenueAmt
PY Total Revenue$27,734,795PYTotalRevenueAmt
CY Total Revenue$33,771,711CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$21,095,596PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$33,250,304CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$852,590PYOtherExpensesAmt
CY Other Expenses$1,066,407CYOtherExpensesAmt
PY Total Expenses$21,948,186PYTotalExpensesAmt
CY Total Expenses$34,316,711CYTotalExpensesAmt
PY Revenues Less Expenses$5,786,609PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$545,000CYRevenuesLessExpensesAmt
Total Assets BOY$44,530,590TotalAssetsBOYAmt
Total Assets EOY$48,397,453TotalAssetsEOYAmt
Total Liabilities BOY$6,881,558TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,777,117TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$37,649,032NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$37,620,336NetAssetsOrFundBalancesEOYAmt
MissionTO ESTABLISH A TRUST FUND IN ORDER TO PROVIDE HEALTH, VACATION, AND SICK LEAVE BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO ESTABLISH A TRUST FUND IN ORDER TO PROVIDE HEALTH, VACATION, AND SICK LEAVE BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS.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 Equipment0ReportLandBuildingEquipmentInd
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 Document11IRPDocumentCnt
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
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 Members12GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
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 CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
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
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BENESYS INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8002057002PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15331 S MACADAM AVE STE 258 PMB 116AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97239ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
NICK BUMPAOUS
CHAIRMAN, LABOR TRUSTEE1.00Yes (X)Yes (X)$0$202,192$114,737
MACK BLAND III
SECRETARY, EMPLOYER TRUSTEE1.00Yes (X)Yes (X)$0$0$0
MACK BLAND IV
EMPLOYER TRUSTEE1.00Yes (X)$0$0$0
DEREK ANDERSON
EMPLOYER TRUSTEE1.00Yes (X)$0$0$0
RANDY GOHL
EMPLOYER TRUSTEE1.00Yes (X)$0$0$0
WAYNE GOHL JR
EMPLOYER TRUSTEE1.00Yes (X)$0$0$0
BILL HUGHES
LABOR TRUSTEE1.00Yes (X)$0$189,628$111,596
JIM JARRETT
EMPLOYER TRUSTEE1.00Yes (X)$0$0$0
JOSEPH KERSHISNIK
LABOR TRUSTEE1.00Yes (X)$0$189,628$111,596
JAMES MILLBAUER
LABOR TRUSTEE1.00Yes (X)$0$0$0
RANDALL WALLI
LABOR TRUSTEE1.00Yes (X)$0$0$0
DEREK WORSECH
LABOR TRUSTEE1.00Yes (X)$0$168,778$98,727
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$750,226TotReportableCompRltdOrgAmt
Total Other Compensation$436,656TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BENESYS INC
7180 KOLL CENTER PARKWAY SUITE 200PLEASANTONCA94566THIRD-PARTY ADMINISTRATOR$306,688
AETNA INC
151 FARMINGTON AVENUEHARTFORDCT06156ADMINISTRATIVE SERVICES$199,977
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$16,720,083$16,720,083
VACATION CONTRIBUTIONS525100$13,658,939$13,658,939
EMPLOYEE CONTRIBUTIONS525100$879,164$879,164
FieldValueIRS element (for citing)
Total Program Service Revenue$31,258,186TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,400,914TotalRevenueColumnAmt
Exclusion$1,400,914ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$9,199,516SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$8,797,688SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$401,828SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$401,828TotalRevenueColumnAmt
Exclusion$401,828ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PRESCRIPTION REBATES525100$709,234$709,234
LITIGATION PROCEEDS525100$1,549$1,549
FieldValueIRS element (for citing)
Other Revenue Total$710,783OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$33,771,711TotalRevenueColumnAmt
Related Or Exempt Func Income$31,968,969RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,802,742ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$33,250,304TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$474,470TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$49,522TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$42,951TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$122,039TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$91,682TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$20,422TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$37,378TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$22,165TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmt
NETWORK FEES$186,596
BANK FEES$14,097
MEMBERSHIP DUES$5,085

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$34,316,711TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$5,036,085BOYAmt
EOY$2,360,940EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$397,256BOYAmt
EOY$479,994EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,767,526BOYAmt
EOY$3,587,603EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$15,784BOYAmt
EOY$12,792EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$36,313,939BOYAmt
EOY$41,956,124EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$44,530,590BOYAmt
EOY$48,397,453EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$513,517BOYAmt
EOY$335,908EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,368,041BOYAmt
EOY$10,441,209EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,881,558BOYAmt
EOY$10,777,117EOYAmt
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$37,649,032BOYAmt
EOY$37,620,336EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$37,649,032BOYAmt
EOY$37,620,336EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$44,530,590BOYAmt
EOY$48,397,453EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$545,000ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$516,304NetUnrlzdGainsLossesInvstAmt
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)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
BENEFITS PAYABLE$211,846
CLAIMS PAYABLE$3,281,100
VACATION BENEFITS PAYABLE$1,148,263
ACCUMULATED ELIGIBILITY CREDITS$5,800,000
FieldValueIRS element (for citing)
Total Liability$10,441,209TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$34,165,976TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$516,304NetUnrealizedGainsInvstAmt
Revenue Not Reported$516,304RevenueNotReportedAmt
Revenue Subtotal$33,649,672RevenueSubtotalAmt
Investment Expenses Not Incld$122,039InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$122,039RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$33,771,711TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$30,121,504TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$30,121,504ExpensesSubtotalAmt
Investment Expenses Not Incld2$122,039InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$4,073,168OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$4,195,207ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$34,316,711TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE TRUST RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). THE TRUST AND PLANS THEREUNDER ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE BOARD OF TRUSTEES BELIEVES THAT THE TRUST AND PLANS THEREUNDER ARE BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE BOARD OF TRUSTEES TO EVALUATE TAX POSITIONS TAKEN BY THE TRUST 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 IRS. THE BOARD OF TRUSTEES HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2025, THERE ARE NO UNCERTAIN POSITIONS TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE TRUST AND PLANS THEREUNDER ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS.
PART XII, LINE 4B - OTHER ADJUSTMENTS:CHANGE IN BENEFIT OBLIGATIONS 4,073,168.

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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
NICK BUMPAOUS
CHAIRMAN, LABOR TRUSTEE$0$169,692$0$0$0$32,500$0$51,429$0$63,308$0$316,929$0$0
BILL HUGHES
LABOR TRUSTEE$0$157,128$0$0$0$32,500$0$48,288$0$63,308$0$301,224$0$0
JOSEPH KERSHISNIK
LABOR TRUSTEE$0$157,128$0$0$0$32,500$0$48,288$0$63,308$0$301,224$0$0
DEREK WORSECH
LABOR TRUSTEE$0$140,028$0$0$0$28,750$0$42,974$0$55,753$0$267,505$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2THERE ARE INSTANCES OF A TRUSTEE HAVING A FAMILY RELATIONSHIP WITH ANOTHER TRUSTEE: - MACK BLAND III IS THE FATHER OF MACK BLAND IV - WAYNE GOHL, JR. IS THE FATHER OF RANDY GOHL SOME TRUSTEES ARE ALSO MEMBERS AND/OR OFFICERS OF RELATED LABOR ORGANIZATIONS. SOME TRUSTEES CAN ALSO BE INVOLVED AS DIRECTORS/TRUSTEES OF OTHER BENEFIT TRUSTS FOR THE BENEFIT OF PARTICIPANTS IN THIS TRUST.
FORM 990, PART VI, SECTION A, LINE 3THE DAY-TO-DAY OPERATIONS OF THE TRUST ARE CONTRACTED OUT TO A THIRD-PARTY ADMINISTRATOR, BENESYS, INC. CERTAIN SELF-INSURED BENEFITS ARE PROCESSED BY THIRD-PARTY CLAIMS PROCESSORS UNDER ADMINISTRATIVE SERVICE ONLY ARRANGEMENTS. HOWEVER, THE BOARD OF TRUSTEES RETAINS ULTIMATE RESPONSIBILITY AND OVERSIGHT FOR THE OPERATIONS OF THE TRUST.
FORM 990, PART VI, SECTION A, LINE 7ATHE BOARD OF TRUSTEES IS COMPOSED OF AN EQUAL NUMBER OF FOUR EMPLOYER TRUSTEES, WHO REPRESENT THE EMPLOYERS, AND FOUR UNION TRUSTEES WHO REPRESENT THE EMPLOYEES. AS OF THE EFFECTIVE DATE OF THE RESTATED TRUST AGREEMENT, JANUARY 1, 2006, THERE WERE EIGHT TRUSTEES IN OFFICE, WHO WERE IDENTIFIED BY NAME. THOSE NAMED TRUSTEES WERE TO CONTINUE UNTIL THEIR RESIGNATION, DEATH, INCAPACITY OR REMOVAL. IN THE EVENT OF THE REMOVAL, RESIGNATION, DEATH OR INCAPACITY OF A TRUSTEE, A SUCCESSOR TRUSTEE WILL BE APPOINTED WITHOUT DELAY. A SUCCESSOR UNION TRUSTEE WILL BE APPOINTED IN ACCORDANCE WITH THE INTERNAL RULES, PROCEDURES OR PRACTICES OF THE UNION. SUCH APPOINTMENT WILL BE IN WRITING, SIGNED BY AN AUTHORIZED REPRESENTATIVE OF THE UNION, AND DELIVERED TO THE CHAIRPERSON OR SECRETARY OF THE TRUSTEES. A SUCCESSOR EMPLOYER TRUSTEE WILL BE APPOINTED BY A MAJORITY VOTE OF THE REMAINING EMPLOYER TRUSTEES. SUCH APPOINTMENT WILL BE IN WRITING, SIGNED BY A MAJORITY OF THE REMAINING EMPLOYER TRUSTEES AND DELIVERED TO THE CHAIRPERSON OR SECRETARY OF THE TRUSTEES. EACH TRUSTEE WILL CONSENT TO AND ACCEPT APPOINTMENT AS A TRUSTEE IN WRITING. BY VIRTUE OF SUCH ACCEPTANCE, THE TRUSTEE AGREES TO ADMINISTER THE TRUST FUND IN ACCORDANCE WITH THE TERMS OF THE TRUST AGREEMENT. AS OF THE EFFECTIVE DATE OF THE THIRD AMENDMENT TO THE TRUST AGREEMENT, WHICH WAS EFFECTIVE JANUARY 1, 2020, A NEW SECTION WAS ADDED REGARDING ALTERNATE TRUSTEES. IN ORDER TO PROVIDE FOR THE TEMPORARY ABSENCE OF A TRUSTEE AND THE ORDERLY SUCCESSION OF TRUSTEES IN THE EVENT OF THE REMOVAL, RESIGNATION, DEATH OR INCAPACITY OF A TRUSTEE, THE UNION TRUSTEES WILL APPOINT TWO ALTERNATE UNION TRUSTEES AND THE EMPLOYER TRUSTEES WILL APPOINT TWO ALTERNATE EMPLOYER TRUSTEES. THESE ALTERNATE TRUSTEES MAY ATTEND REGULARLY SCHEDULED MEETINGS OF THE BOARD OF TRUSTEES FOR THE PURPOSE OF FILLING IN FOR A TRUSTEE WHO IS UNABLE TO ATTEND, AS WELL AS FOR THE PURPOSE OF BECOMING A SUCCESSOR TRUSTEE.
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD OF TRUSTEES AND THE PLAN'S LEGAL COUNSEL REVIEW A DRAFT OF THE FORM 990 AND ASK QUESTIONS BEFORE FILING. IF CORRECTIONS ARE NEEDED, THEY ARE MADE AND REVIEWED BEFORE THE RETURN IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE TRUSTEES AND PLAN SERVICE PROVIDERS ARE EXPECTED TO DISCLOSE TO THE BOARD OF TRUSTEES THE EXISTENCE OF, AND ALL MATERIAL FACTS CONCERNING, ANY ACTUAL OR PROBABLE CONFLICT OF INTEREST AS SOON AS THEY BECOME AWARE OF ANY SUCH CONFLICT. THE DISINTERESTED TRUSTEES WILL THEN DETERMINE IF AN ACTUAL OR PROBABLE CONFLICT OF INTEREST EXISTS AND IF SO, FOLLOW PROCEDURES OF DUE DILIGENCE SURROUNDING THE TRANSACTION OR ARRANGEMENT. THE CONFLICT OF INTEREST POLICY IS REVIEWED ON AN ANNUAL BASIS AND PROVIDED TO ANY NEW MEMBER OF THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION C, LINE 19THE TRUST'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST TO THE TRUSTEES OR THE THIRD-PARTY ADMINISTRATOR. A COPY WILL BE MADE AVAILABLE VIA THE INTERNET OR VIA MAIL. THE FORM 990 IS ALSO AVAILABLE ON CANDID.ORG.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (36 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtControlled OrganizationControlledOrganizationIndLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxt
EASTERN WASHINGTON NORTHEAST 598 JATC
1328 ROAD 28PASCOWA99301910930240CONTRIBUTING EMPLOYER0
PLUMBERS & STEAMFITTERS LOCAL 598
1328 ROAD 28PASCOWA99301910496684LABOR UNION REPRESENTING MEMBERS THROUGH NEGOTIATION0WA501(C)(5)
UNITED ASSOCIATION OF JOURNEYMEN & PIPEFITTERS WASHINGTON STATE ASSOCIATION
7030 TACOMA MALL BLVD STE 300TACOMAWA98409910462121CONTRIBUTING EMPLOYER0
ALASKA PIPE TRADES LOCAL 375 HEALTH AND SECURI
CONTRIBUTING EMPLOYER0
ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSI
CONTRIBUTING EMPLOYER0
ARIZONA PIPE TRADES HEALTH AND WELFARE TRUST F
CONTRIBUTING EMPLOYER0
COLORADO PIPE INDUSTRY ANNUITY AND SALARY DEFE
CONTRIBUTING EMPLOYER0
IDAHO PF (DB) LOCAL 41
CONTRIBUTING EMPLOYER0
IDAHO PIPE TRADES TRUST HEALTH AND WELFARE FUN
CONTRIBUTING EMPLOYER0
IDAHO PLUMBERS AND PIPEFITTERS PENSION FUND
CONTRIBUTING EMPLOYER0
LOCAL 198 ANNUITY FUND
CONTRIBUTING EMPLOYER0
LOCAL 198 HEALTH AND WELFARE FUND
CONTRIBUTING EMPLOYER0
LOCAL 562 DC (DC)
CONTRIBUTING EMPLOYER0
LOCAL 562 HW
CONTRIBUTING EMPLOYER0
LOCAL 638 DC (DC) STEAMFITTERS INDUSTRY SUPPLE
CONTRIBUTING EMPLOYER0
MADISON HW AREA CONSTRUCTION EMPLOYEES TRUST
CONTRIBUTING EMPLOYER0
NORTHWEST PLUMBING AND PIPEFITTING INDUSTRY HE
CONTRIBUTING EMPLOYER0
OKLAHOMA STATE PIPE TRADES ANNUITY FUND
CONTRIBUTING EMPLOYER0
PIPE INDUSTRY HEALTH AND WELFARE FUND OF COLOR
CONTRIBUTING EMPLOYER0
PIPE TRADES OF THE NORTHERN ROCKY MOUNTAIN ARE
CONTRIBUTING EMPLOYER0
PIPEFITTERS LOCAL 533 HEALTH AND WELFARE FUND
CONTRIBUTING EMPLOYER0
PIPEFITTERS LOCAL 533 INDIVIDUAL ACCOUNT PLAN
CONTRIBUTING EMPLOYER0
PIPELINE INDUSTRY BENEFIT FUND
CONTRIBUTING EMPLOYER0
PLUMBERS AND PIPEFITTERS LOCAL #333 HEALTH AND
CONTRIBUTING EMPLOYER0
PLUMBERS AND PIPEFITTERS LOCAL 333 PENSION FUN
CONTRIBUTING EMPLOYER0
PLUMBERS AND PIPEFITTERS LOCAL 430 HEALTH AND
CONTRIBUTING EMPLOYER0
REFRIGERATION AIR CONDITIONING & SERVICE DIVIS
CONTRIBUTING EMPLOYER0
SEATTLE AREA PLUMBING & PIPEFITTING INDUSTRY H
CONTRIBUTING EMPLOYER0
UA LOCAL 190 DEFINED CONTRIBUTION AND 401 (K)
CONTRIBUTING EMPLOYER0
UA LOCAL 190 HEALTH CARE PLAN
CONTRIBUTING EMPLOYER0
UA LOCAL 350 HEALTH WELFARE AND VACATION TRUST
CONTRIBUTING EMPLOYER0
UA LOCAL 350 RETIREMENT TRUST
CONTRIBUTING EMPLOYER0
UA LOCAL UNION 290 PLUMBER STEAMFITTER AND SHI
CONTRIBUTING EMPLOYER0
WASHINGTON STATE PLUMBING & PIPEFITTING INDUST
CONTRIBUTING EMPLOYER0
WEST MICHIGAN PLUMBERS FITTERS & SERVICE TRAD
CONTRIBUTING EMPLOYER0
WESTERN WASHINGTON UA SUPPLEMENTAL PENSION PLA
CONTRIBUTING EMPLOYER0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (24 entries)

Primary ActivitiesPrimaryActivitiesTxtDirect Controlling NADirectControllingNACdDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
24K PIPELINE SERVICES LLC
CONTRIBUTING EMPLOYERN/A00
ALDEN MECHANICAL
CONTRIBUTING EMPLOYERN/A00
ALLIANT SYSTEMS LLC
CONTRIBUTING EMPLOYERN/A00
BLUECORE POWER LLC
CONTRIBUTING EMPLOYERN/A00
BNB MECHANICAL LLC
CONTRIBUTING EMPLOYERN/A00
CENTRAL WASHINGTON REFRIG
CONTRIBUTING EMPLOYERN/A00
CENTRAL WASHINGTON REFRIGERATION LLC
CONTRIBUTING EMPLOYERN/A00
CFMVR TESCO LLC
CONTRIBUTING EMPLOYERN/A00
CHAMPION SPECIALTY SERVICES LLC
CONTRIBUTING EMPLOYERN/A00
DUPILL GROUP
CONTRIBUTING EMPLOYERN/A00
FULLER MECHANICAL
CONTRIBUTING EMPLOYERN/A00
HERMANSON COMPANY LLP
CONTRIBUTING EMPLOYERN/A00
INDIAN EYES LLC
CONTRIBUTING EMPLOYERN/A00
J H KELLY LLC
CONTRIBUTING EMPLOYERN/A00
MACDONALD-MILLER FAC SOLU
CONTRIBUTING EMPLOYERN/A00
MCKINSTRY COMPANYLLC
CONTRIBUTING EMPLOYERN/A00
NORTHWEST REFRIGERATION SERVICES
CONTRIBUTING EMPLOYERN/A00
PCI ENERGY SERVICES
CONTRIBUTING EMPLOYERN/A00
PERFECTION PLUMBING & MECHANICAL LLC
CONTRIBUTING EMPLOYERN/A00
PIHL BROTHERS LLC
CONTRIBUTING EMPLOYERN/A00
REDLINE MECHANICAL
CONTRIBUTING EMPLOYERN/A00
SAGEBRUSH MECHANICAL
CONTRIBUTING EMPLOYERN/A00
VET FIRST MECHANICAL
CONTRIBUTING EMPLOYERN/A00
WASTE TREATMENT COMPLETION COMPANY LLC
CONTRIBUTING EMPLOYERN/A00

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (34 entries)

Primary ActivitiesPrimaryActivitiesTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
A-CORE OF WASHINGTON
CONTRIBUTING EMPLOYERN/A0
AECON TECHNICAL SERVICES INC
CONTRIBUTING EMPLOYERN/A0
APOLLO SHEET METAL
CONTRIBUTING EMPLOYERN/A0
APPLIED PROCESS COOLING
CONTRIBUTING EMPLOYERN/A0
ATLANTIC PLANT MAINTENANCE INC
CONTRIBUTING EMPLOYERN/A0
BROTHERS PIPELINE CORP
CONTRIBUTING EMPLOYERN/A0
CHEM-RITE
CONTRIBUTING EMPLOYERN/A0
DAY & ZIMMERMANN NPS
CONTRIBUTING EMPLOYERN/A0
DEVCO MECHANICAL INC
CONTRIBUTING EMPLOYERN/A0
DG NUCLEAR
CONTRIBUTING EMPLOYERN/A0
DOUBL-KOLD
CONTRIBUTING EMPLOYERN/A0
FLUOR MAINTENANCE SERVICES
CONTRIBUTING EMPLOYERN/A0
GAME INC
CONTRIBUTING EMPLOYERN/A0
HASKELL CORPORATION
CONTRIBUTING EMPLOYERN/A0
HOLADAY-PARKS INC
CONTRIBUTING EMPLOYERN/A0
HOLMBERG MECHANICAL
CONTRIBUTING EMPLOYERN/A0
INTERMECHINC
CONTRIBUTING EMPLOYERN/A0
J GIVOO CONSULTANTS INC
CONTRIBUTING EMPLOYERN/A0
JOHNSON CONTROLS
CONTRIBUTING EMPLOYERN/A0
KIEWIT POWER CONSTRUCTORS
CONTRIBUTING EMPLOYERN/A0
MACDONALD-MILLER FAC SOLUTIONS INC
CONTRIBUTING EMPLOYERN/A0
MACKIN & LITTLE
CONTRIBUTING EMPLOYERN/A0
MCCLINTOCK & TURK
CONTRIBUTING EMPLOYERN/A0
MICHELS PIPELINE
CONTRIBUTING EMPLOYERN/A0
MICHELS UTILITY SERVICES
CONTRIBUTING EMPLOYERN/A0
NPL CONSTRUCTION
CONTRIBUTING EMPLOYERN/A0
PERMA COLD ENGINEERING IN
CONTRIBUTING EMPLOYERN/A0
PERMA-FIX NORTHWEST RICHLAND INC
CONTRIBUTING EMPLOYERN/A0
PLATINUM INDUSTRIAL INC
CONTRIBUTING EMPLOYERN/A0
POLHAMUS HEATING & AC
CONTRIBUTING EMPLOYERN/A0
PROFESSIONAL PIPING
CONTRIBUTING EMPLOYERN/A0
RM MECHANICAL INC
CONTRIBUTING EMPLOYERN/A0
S2 INDUSTRIAL INC
CONTRIBUTING EMPLOYERN/A0
SOUTHLAND INDUSTRIES
CONTRIBUTING EMPLOYERN/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 Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1PLUMBERS & STEAMFITTERS LOCAL 598BusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypePTransactionTypeTxt
Involved$57,993InvolvedAmt
Method Of Amount DeterminationCASH PAIDMethodOfAmountDeterminationTxt

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