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Nonprofit · EIN 23-7283715

PLUMBERS & PIPEFITTERS LOCAL 525 HEALTH & WELFARE FUND

Tax-exempt · PLEASANTON, CA 94566

Financials

$59.1M$33.1M2023$43.2M$31.7M2024
Revenue Expenses · by fiscal year end
Financials of PLUMBERS & PIPEFITTERS LOCAL 525 HEALTH & WELFARE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$43,188,370$31,667,344$11,521,026$62,062,388$213,861,511-$151,799,123
December 31, 2023990$59,120,235$33,130,670$25,989,565$57,989,743$222,699,065-$164,709,322
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$28,197,846
Investment income
$2,441,585
Net gain from sales of assets
$723,841
Other revenue
$12,548,939

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$28,817,640
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$344,188
Accounting fees
$237,036
Occupancy
$16,869
Depreciation
$54,373

Balance sheet and other

Total assets, start of year
$57,989,743
Total assets, end of year
$62,062,388
Total liabilities, end of year
$213,861,511
Net assets, end of year
-$151,799,123
Land, buildings and equipment
$362,700
Publicly traded securities
$30,844,338
Gross receipts
$105,678,236
Employees
0
Volunteers
11
Year formed
1951
State of legal domicile
NV

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
CHASE HOSKINSLABOR TRUSTEE
Trustee or director
2$0$221,901$94,280
DAVID WOODCHAIR/LABOR TRUSTEE
Trustee or director
2$0$211,042$97,762
RYAN LITSTERLABOR TRUSTEE
Trustee or director
2$0$187,925$94,280
ERIC RUBECKALTERNATE LABOR TRUSTEE
Trustee or director
2$0$0$0
WILLIAM HERNALTERNATE LABOR TRUSTEE
Trustee or director
2$0$0$0
JEFF ORRALTERNATE LABOR TRUSTEE
Trustee or director
2$0$0$0
MANDI WILKINSCO-CHAIR/MANAGEMENT TRUSTEE
Trustee or director
2$0$0$0
COREY DOYNEMANAGEMENT TRUSTEE
Trustee or director
2$0$0$0
TOREY MANTORMANAGEMENT TRUSTEE
Trustee or director
2$0$0$0
TYLER BONWELLALTERNATE MANAGEMENT TRUSTEE
Trustee or director
2$0$0$0
TIM WALKERALTERNATE MANAGEMENT TRUSTEE
Trustee or director
2$0$0$0
990 for the year ended December 31, 2023: 11 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
MATT LYDONCHAIR/LABOR TRUSTEE
Trustee or director
2$0$192,310$91,165
JUSTIN EIGHMYLABOR TRUSTEE
Trustee or director
2$0$175,388$87,772
DAVE WOODLABOR TRUSTEE
Trustee or director
2$0$169,527$87,772
WILLIAM HERNALTERNATE LABOR TRUSTEE
Trustee or director
2$0$10,437$4,306
JEFF ORRALTERNATE LABOR TRUSTEE
Trustee or director
2$0$0$0
ERIC RUBECKALTERNATE LABOR TRUSTEE
Trustee or director
2$0$0$0
MANDI WILKINSCO-CHAIR/MANAGEMENT TRUSTE
Trustee or director
2$0$0$0
COREY DOYNEMANAGEMENT TRUSTEE
Trustee or director
2$0$0$0
TOREY MANTORMANAGEMENT TRUSTEE
Trustee or director
2$0$0$0
TYLER BONWELLALTERNATE MANAGEMENT TRUST
Trustee or director
2$0$0$0
TIM WALKERALTERNATE MANAGEMENT TRUST
Trustee or director
2$0$0$0

Address and contacts

Address (IRS master file)
7180 KOLL CENTER PKWY STE 200, PLEASANTON, CA 94566-3272
Principal officer (990 for 2024)
DAVID WOOD, 8311 WEST SUNSET ROAD 250, LAS VEGAS, NV 89113
Signed the 990
DAVID WOOD, CHAIR
Phone
(702) 415-2180
Return prepared by
RUBINBROWN LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 23-7283715 or by the name PLUMBERS & PIPEFITTERS LOCAL 525 HEALTH & WELFARE FUND.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

TO PROVIDE MEDICAL, DISABILITY, VISION, DENTAL AND LIFE INSURANCE BENEFITS TO PLAN PARTICIPANTS. THE PLAN ALSO PAYS FOR A SUBSTANCE ABUSE DETECTION PROGRAM.

990 for the year ended December 31, 2024

Program accomplishments

  • TO PROVIDE MEDICAL, VISION, DENTAL, DISABILITY, AND LIFE INSURANCE BENEFITS TO PLAN PARTICIPANTS. THE PLAN ALSO PAYS FOR A SUBSTANCE ABUSE DETECTION PROGRAM.

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
23-7283715
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1974
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$62,062,388
Income (IRS master file)
$105,678,236

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$43,188,370$31,667,344$62,062,388IRS
990December 2023$59,120,235$33,130,670$57,989,743XML
990December 2022$107,843,595$27,267,468$50,809,334IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––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 23-7283715).

Questions about PLUMBERS & PIPEFITTERS LOCAL 525 HEALTH & WELFARE FUND

What is the EIN of PLUMBERS & PIPEFITTERS LOCAL 525 HEALTH & WELFARE FUND?
The employer identification number (EIN) of PLUMBERS & PIPEFITTERS LOCAL 525 HEALTH & WELFARE FUND is 23-7283715.
Is PLUMBERS & PIPEFITTERS LOCAL 525 HEALTH & WELFARE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1974.
Are donations to PLUMBERS & PIPEFITTERS LOCAL 525 HEALTH & WELFARE FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does PLUMBERS & PIPEFITTERS LOCAL 525 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 & PIPEFITTERS LOCAL 525 HEALTH & WELFARE FUND due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PLUMBERS & PIPEFITTERS LOCAL 525 HEALTH & WELFARE FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of PLUMBERS & PIPEFITTERS LOCAL 525 HEALTH & WELFARE FUND?
The 990 for the year ended December 31, 2024 names DAVID WOOD.
Who are the officers and directors of PLUMBERS & PIPEFITTERS LOCAL 525 HEALTH & WELFARE FUND?
The 990 for the year ended December 31, 2024 lists 11 people; 0 received compensation from the organization.
How much revenue does PLUMBERS & PIPEFITTERS LOCAL 525 HEALTH & WELFARE FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $43,188,370, expenses of $31,667,344 and total assets of $62,062,388 at year end.

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