Nonprofit · EIN 21-0699966
PLUMBERS & STEAMFITTERS LOCAL 322 HEALTH & WELFARE FUND
Tax-exempt · HAMMONTON, NJ 08037
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990 | $33,697,951 | $30,988,723 | $2,709,228 | $36,217,140 | $238,269 | $35,978,871 |
| April 30, 2024 | 990 | $32,000,036 | $27,311,334 | $4,688,702 | $32,188,776 | $163,242 | $32,025,534 |
| April 30, 2023 | 990 | $28,652,324 | $26,280,819 | $2,371,505 | $27,668,155 | $132,997 | $27,535,158 |
Financial details: 990 for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $32,216,551
- Investment income
- $912,790
- Net gain from sales of assets
- -$154,865
- Other revenue
- $568,610
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $29,600,960
- Compensation of officers, directors and key employees
- $76,811
- Other salaries and wages
- $303,693
- Salaries, compensation and benefits (total)
- $781,288
- Professional fundraising fees
- $0
- Legal fees
- $35,360
- Accounting fees
- $61,436
- Occupancy
- $19,500
- Travel
- $6,806
- Depreciation
- $2,629
Balance sheet and other
- Total assets, start of year
- $32,188,776
- Total assets, end of year
- $36,217,140
- Total liabilities, end of year
- $238,269
- Net assets, end of year
- $35,978,871
- Land, buildings and equipment
- $2,596
- Publicly traded securities
- $28,274,428
- Gross receipts
- $72,357,397
- Employees
- 5
- Volunteers
- 0
- Year formed
- 1953
- State of legal domicile
- NJ
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 April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVID BRUCE | UNION TRUSTEE Trustee or director | 2 | $0 | $175,168 | $146,979 |
| JOHN SHALOO | ADMINISTRATOR Trustee or director | 12 | $46,608 | $111,329 | $100,346 |
| STEPHEN COURANT | UNION TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| GARY FOROSISKY | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| DAVE MCCLOSKEY | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JOHN MCGINNISS | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| GEORGE YOUNG | UNION TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended April 30, 2024: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVID BRUCE | UNION TRUSTEE Trustee or director | 2 | $0 | $169,151 | $142,638 |
| JOHN SHALOO | ADMINISTRATOR Trustee or director | 12 | $44,394 | $106,124 | $97,739 |
| GARY FOROSISKY | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| DAVE MCCLOSKEY | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| STEPHEN COURANT | UNION TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| GEORGE YOUNG | UNION TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JOHN MCGINNISS | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended April 30, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVID BRUCE | UNION TRUSTEE Trustee or director | 2 | $0 | $162,512 | $96,054 |
| JOHN SHALOO | ADMINISTRATOR Trustee or director | 12 | $43,094 | $103,721 | $96,179 |
| GARY FOROSISKY | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| DAVE MCCLOSKEY | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| STEPHEN COURANT | UNION TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| STEVEN AGOZZINO | EMPLOYER TRUSTEE (P) Trustee or director | 2 | $0 | $0 | $0 |
| GEORGE YOUNG | UNION TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JOHN MCGINNISS | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 534 S ROUTE 73, HAMMONTON, NJ 08037-2401
- Principal officer (990 for 2024)
- DAVE BRUCE, 534 S ROUTE 73, WINSLOW, NJ 08095
- Signed the 990
- JOHN SHALOO, ADMINISTRATOR
- Phone
- (609) 567-3322
- Website
- WWW.UA322.ORG
- Return prepared by
- NOVAK FRANCELLA LLC
Mission
THE PLAN PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS OF THE UNITED ASSOCIATION LOCAL NO. 322, WHICH REPRESENTS PLUMBERS AND PIPEFITTERS EMPLOYED IN SOUTHERN NEW JERSEY, AND TO THEIR DEPENDENTS.
Program accomplishments
- THE FUND PROVIDES MEDICAL, DENTAL, VISION, DEATH, PRESCRIPTION DRUG, SURGICAL AND DISABILITY BENEFITS TO MEMBERS AND THEIR 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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990 on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990 on file |
IRS record
- EIN
- 21-0699966
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1958
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $36,217,140
- Income (IRS master file)
- $72,357,397
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2025 | $33,697,951 | $30,988,723 | $36,217,140 | XML |
| 990 | April 2024 | $32,000,036 | $27,311,334 | $32,188,776 | XML |
| 990 | April 2023 | $28,652,324 | $26,280,819 | $27,668,155 | XML |
| 990 | April 2022 | $25,597,154 | $29,942,428 | $24,916,497 | IRS |
| 990 | April 2021 | – | – | – | IRS |
| 990 | April 2020 | – | – | – | IRS |
| 990 | April 2019 | – | – | – | IRS |
| 990 | April 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 21-0699966).
Questions about PLUMBERS & STEAMFITTERS LOCAL 322 HEALTH & WELFARE FUND
- What is the EIN of PLUMBERS & STEAMFITTERS LOCAL 322 HEALTH & WELFARE FUND?
- The employer identification number (EIN) of PLUMBERS & STEAMFITTERS LOCAL 322 HEALTH & WELFARE FUND is 21-0699966.
- Is PLUMBERS & STEAMFITTERS LOCAL 322 HEALTH & WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1958.
- Are donations to PLUMBERS & STEAMFITTERS LOCAL 322 HEALTH & WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PLUMBERS & STEAMFITTERS LOCAL 322 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 322 HEALTH & WELFARE FUND due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PLUMBERS & STEAMFITTERS LOCAL 322 HEALTH & WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended April 2025.
- Who is the principal officer of PLUMBERS & STEAMFITTERS LOCAL 322 HEALTH & WELFARE FUND?
- The 990 for the year ended April 30, 2025 names DAVE BRUCE.
- Who are the officers and directors of PLUMBERS & STEAMFITTERS LOCAL 322 HEALTH & WELFARE FUND?
- The 990 for the year ended April 30, 2025 lists 7 people; 1 received compensation from the organization.
- How much revenue does PLUMBERS & STEAMFITTERS LOCAL 322 HEALTH & WELFARE FUND have?
- On its 990 for the year ended April 30, 2025 it reported revenue of $33,697,951, expenses of $30,988,723 and total assets of $36,217,140 at year end.
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