Nonprofit · EIN 23-7069361
PLUMBERS & STEAMFITTERS LOCAL UNION 452 HEALTH & WELFARE TR FUND
Tax-exempt · LEXINGTON, KY 40503
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $8,446,060 | $6,382,759 | $2,063,301 | $7,081,739 | $84,328 | $6,997,411 |
| June 30, 2024 | 990 | $7,679,939 | $7,194,026 | $485,913 | $4,813,203 | $99,559 | $4,713,644 |
| June 30, 2023 | 990 | $6,897,159 | $6,747,492 | $149,667 | $4,129,212 | $81,192 | $4,048,020 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $8,303,372
- Investment income
- $142,128
- Net gain from sales of assets
- -$3,545
- Other revenue
- $560
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $6,148,713
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $14,320
- Accounting fees
- $9,000
Balance sheet and other
- Total assets, start of year
- $4,813,203
- Total assets, end of year
- $7,081,739
- Total liabilities, end of year
- $84,328
- Net assets, end of year
- $6,997,411
- Publicly traded securities
- $4,969,222
- Gross receipts
- $10,099,986
- Employees
- 0
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DOUG CONLEY | TRUSTEE Trustee or director | 5 | $0 |
| RANDY GREENE | TRUSTEE Trustee or director | 0.5 | $0 |
| JIMMY PRESTON | TRUSTEE Trustee or director | 5 | $0 |
| CHAD WALTER | TRUSTEE Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DOUG CONLEY | TRUSTEE Trustee or director | – | $0 |
| RANDY GREENE | TRUSTEE Trustee or director | – | $0 |
| JIMMY PRESTON | TRUSTEE Trustee or director | – | $0 |
| CHAD WALTER | TRUSTEE Trustee or director | – | $0 |
990 for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DOUG CONLEY | TRUSTEE Trustee or director | 5 | $0 |
| RANDY GREENE | TRUSTEE Trustee or director | 1 | $0 |
| JIMMY PRESTON | TRUSTEE Trustee or director | 5 | $0 |
| CHAD WALTER | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 230 LEXINGTON GREEN CIR STE 400, LEXINGTON, KY 40503-3337
- Principal officer (990 for 2024)
- DOUG CONLEY
- Signed the 990
- JIMMY PRESTON, TRUSTEE
- Phone
- (888) 999-7741
- Return prepared by
- FRANK N HESTAND CPA PSC
Mission
PROVISION OF HEALTH AND WELFARE BENEFITS.
Program accomplishments
- THE PROVISION OF HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7069361
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1970
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $7,081,739
- Income (IRS master file)
- $10,099,986
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $8,446,060 | $6,382,759 | $7,081,739 | IRS |
| 990 | June 2024 | $7,679,939 | $7,194,026 | $4,813,203 | IRS |
| 990 | June 2023 | $6,897,159 | $6,747,492 | $4,129,212 | XML |
| 990 | June 2022 | $6,100,870 | $6,017,814 | $3,934,029 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 23-7069361).
Questions about PLUMBERS & STEAMFITTERS LOCAL UNION 452 HEALTH & WELFARE TR FUND
- What is the EIN of PLUMBERS & STEAMFITTERS LOCAL UNION 452 HEALTH & WELFARE TR FUND?
- The employer identification number (EIN) of PLUMBERS & STEAMFITTERS LOCAL UNION 452 HEALTH & WELFARE TR FUND is 23-7069361.
- Is PLUMBERS & STEAMFITTERS LOCAL UNION 452 HEALTH & WELFARE TR FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1970.
- Are donations to PLUMBERS & STEAMFITTERS LOCAL UNION 452 HEALTH & WELFARE TR FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PLUMBERS & STEAMFITTERS LOCAL UNION 452 HEALTH & WELFARE TR 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 UNION 452 HEALTH & WELFARE TR FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PLUMBERS & STEAMFITTERS LOCAL UNION 452 HEALTH & WELFARE TR FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of PLUMBERS & STEAMFITTERS LOCAL UNION 452 HEALTH & WELFARE TR FUND?
- The 990 for the year ended June 30, 2025 names DOUG CONLEY.
- Who are the officers and directors of PLUMBERS & STEAMFITTERS LOCAL UNION 452 HEALTH & WELFARE TR FUND?
- The 990 for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does PLUMBERS & STEAMFITTERS LOCAL UNION 452 HEALTH & WELFARE TR FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $8,446,060, expenses of $6,382,759 and total assets of $7,081,739 at year end.
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