Nonprofit · EIN 02-6009395
PLUMBERS & STEAMFITTERS LOCAL 131 HEALTH & WELFARE FUND
Tax-exempt · WALLINGFORD, CT 06492
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990 | $6,888,103 | $7,920,577 | -$1,032,474 | $10,742,057 | $392,186 | $10,349,871 |
| October 31, 2024 | 990 | $5,404,050 | $5,356,717 | $47,333 | $11,773,716 | $495,690 | $11,278,026 |
| October 31, 2023 | 990 | $5,787,109 | $4,719,209 | $1,067,900 | $10,191,035 | $330,620 | $9,860,415 |
Financial details: 990 for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $4,629,693
- Investment income
- $754,423
- Net gain from sales of assets
- $464,027
- Other revenue
- $1,503,987
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $7,367,326
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $40,919
- Accounting fees
- $16,718
Balance sheet and other
- Total assets, start of year
- $11,773,716
- Total assets, end of year
- $10,742,057
- Total liabilities, end of year
- $392,186
- Net assets, end of year
- $10,349,871
- Publicly traded securities
- $8,835,407
- Gross receipts
- $8,324,076
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1971
- State of legal domicile
- NH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| DAVID PELLETIER | UNION TRUSTEE Trustee or director | 1 | $0 | $133,777 |
| STEVEN LACHANCE | UNION TRUSTEE Trustee or director | 1 | $0 | $132,477 |
| LAUREN CAMPBELL | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOHN DOHERTY | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 |
| SEAN R DOHERTY | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 |
| RICHARD HANSELL | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 |
| ERIC BERRY | UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
| GREG ROGERS | UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended October 31, 2024: 8 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| DAVID PELLETIER | UNION TRUSTEE Trustee or director | 1 | $0 | $123,853 |
| STEVEN LACHANCE | UNION TRUSTEE Trustee or director | 1 | $0 | $122,553 |
| JOHN DOHERTY | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 |
| LAUREN CAMPBELL | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 |
| SEAN R DOHERTY | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 |
| RICHARD HANSELL | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 |
| GREG ROGERS | UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
| ERIC BERRY | UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended October 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| DAVID PELLETIER | UNION TRUSTEE Trustee or director | 1 | $0 | $118,097 |
| STEVEN LACHANCE | UNION TRUSTEE Trustee or director | 1 | $0 | $116,797 |
| JOHN DOHERTY | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 |
| LAUREN CAMPBELL | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 |
| SEAN R DOHERTY | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 |
| RICHARD HANSELL | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 |
| GREG ROGERS | UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
| ERIC BERRY | UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5817, WALLINGFORD, CT 06492-7617
- Principal officer (990 for 2024)
- STEVEN LACHANCE, PO BOX 5817, WALLINGFORD, CT 06492
- Signed the 990
- STEVEN LACHANCE, TRUSTEE
- Phone
- (203) 269-7741
- Return prepared by
- NOVAK FRANCELLA LLC
Mission
PROVIDE HEALTH AND WELFARE BENEFITS
Program accomplishments
- THE FUND PROVIDES SURGERY, HOSPITALIZATION, LIFE INSURANCE, MAJOR MEDICAL, DISABILITY AND OTHER HEALTH BENEFITS FOR ELIGIBLE MEMBERS AND DEPENDENTS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990 on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990 on file |
IRS record
- EIN
- 02-6009395
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1959
- Accounting year ends
- October
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $10,742,057
- Income (IRS master file)
- $8,324,076
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | October 2025 | $6,888,103 | $7,920,577 | $10,742,057 | XML |
| 990 | October 2024 | $5,404,050 | $5,356,717 | $11,773,716 | XML |
| 990 | October 2023 | $5,787,109 | $4,719,209 | $10,191,035 | XML |
| 990 | October 2022 | $5,531,860 | $4,623,495 | $9,216,846 | IRS |
| 990 | October 2021 | – | – | – | IRS |
| 990 | October 2020 | – | – | – | IRS |
| 990 | October 2019 | – | – | – | IRS |
| 990 | October 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 02-6009395).
Questions about PLUMBERS & STEAMFITTERS LOCAL 131 HEALTH & WELFARE FUND
- What is the EIN of PLUMBERS & STEAMFITTERS LOCAL 131 HEALTH & WELFARE FUND?
- The employer identification number (EIN) of PLUMBERS & STEAMFITTERS LOCAL 131 HEALTH & WELFARE FUND is 02-6009395.
- Is PLUMBERS & STEAMFITTERS LOCAL 131 HEALTH & WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1959.
- Are donations to PLUMBERS & STEAMFITTERS LOCAL 131 HEALTH & WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PLUMBERS & STEAMFITTERS LOCAL 131 HEALTH & WELFARE FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PLUMBERS & STEAMFITTERS LOCAL 131 HEALTH & WELFARE FUND due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PLUMBERS & STEAMFITTERS LOCAL 131 HEALTH & WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended October 2025.
- Who is the principal officer of PLUMBERS & STEAMFITTERS LOCAL 131 HEALTH & WELFARE FUND?
- The 990 for the year ended October 31, 2025 names STEVEN LACHANCE.
- Who are the officers and directors of PLUMBERS & STEAMFITTERS LOCAL 131 HEALTH & WELFARE FUND?
- The 990 for the year ended October 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does PLUMBERS & STEAMFITTERS LOCAL 131 HEALTH & WELFARE FUND have?
- On its 990 for the year ended October 31, 2025 it reported revenue of $6,888,103, expenses of $7,920,577 and total assets of $10,742,057 at year end.
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