Nonprofit · EIN 31-0619689
PLUMBERS & PIPEFITTERS LOCAL 162 HEALTH & INSURANCE FUND
Tax-exempt · INDIANAPOLIS, IN 46268
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $18,626,499 | $11,465,173 | $7,161,326 | $21,294,130 | $0 | $21,294,130 |
| June 30, 2024 | 990 | $12,419,994 | $8,549,273 | $3,870,721 | $13,194,262 | $145 | $13,194,117 |
| June 30, 2023 | 990 | $9,960,904 | $8,904,749 | $1,056,155 | $8,787,779 | $1,949 | $8,785,830 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $18,132,917
- Investment income
- $493,505
- Net gain from sales of assets
- -$18,404
- Other revenue
- $77
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $11,111,903
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $26,127
- Accounting fees
- $34,522
- Occupancy
- $3,150
- Travel
- $1,141
Balance sheet and other
- Total assets, start of year
- $13,194,262
- Total assets, end of year
- $21,294,130
- Total liabilities, end of year
- $0
- Net assets, end of year
- $21,294,130
- Publicly traded securities
- $19,787,005
- Gross unrelated business income
- $511,909
- Gross receipts
- $19,754,545
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1961
- State of legal domicile
- OH
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 |
|---|---|---|---|
| DAVE SEUBERT | UNION TRUSTEE Trustee or director | 0.5 | $0 |
| MARK TERRILL | UNION TRUSTEE Trustee or director | 0.5 | $0 |
| SARAH BROGAN | CONTRACTOR TRUSTEE Trustee or director | 0.5 | $0 |
| GREG HOBBS | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| DOUG MAYSE | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| HOWARD KRISHER | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| VALERIE POPE ALTERNATE TRUSTEE | CONTRACTOR TRUSTEE Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVE SEUBERT | UNION TRUSTEE Trustee or director | 0.5 | $0 |
| MARK TERRILL | UNION TRUSTEE Trustee or director | 0.5 | $0 |
| SARAH BROGAN | CONTRACTOR TRUSTEE Trustee or director | 0.5 | $0 |
| GREG HOBBS | CONTRACTOR TRUSTEE Trustee or director | 0.5 | $0 |
| HOWARD KRISHER | CONTRACTOR TRUSTEE Trustee or director | 0.5 | $0 |
| DOUG MAYSE | CONTRACTOR TRUSTEE Trustee or director | 0.5 | $0 |
| VALERIE POPE ALTERNATE TRUSTEE | CONTRACTOR TRUSTEE Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AUGUST KURTZ | UNION TRUSTEE Trustee or director | 0.5 | $0 |
| DAVE SEUBERT | UNION TRUSTEE Trustee or director | 0.5 | $0 |
| MARK TERRILL | UNION TRUSTEE Trustee or director | 0.5 | $0 |
| SARAH BROGAN | CONTRACTOR TRUSTEE Trustee or director | 0.5 | $0 |
| GREG HOBBS | CONTRACTOR TRUSTEE Trustee or director | 0.5 | $0 |
| DOUG MAYSE | CONTRACTOR TRUSTEE Trustee or director | 0.5 | $0 |
| BOB POPE ALTERNATE TRUSTEE | CONTRACTOR TRUSTEE Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 68994, INDIANAPOLIS, IN 46268-0994
- Principal officer (990 for 2024)
- SHANNA TERRILL, 1200 E SECOND STREET, DAYTON, OH 454031049
- Signed the 990
- MEL COX, PLAN ADMINISTRATOR
- Phone
- (937) 461-5652
- Return prepared by
- CLARK SCHAEFER HACKETT & CO
Mission
TO PROVIDE HEALTH AND PRESCRIPTION DRUG BENEFITS TO COVERED MEMBERS, RETIREES AND DEPENDENTS.
Program accomplishments
- PROVIDE SELF FUNDED HEALTH INSURANCE BENEFITS TO ELIGIBLE PARTICIPANTS, DEPENDENTS, AND RETIREES OF PLUMBERS AND PIPEFITTERS' LOCAL 162.
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
- 31-0619689
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1961
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $21,294,130
- Income (IRS master file)
- $19,754,545
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $18,626,499 | $11,465,173 | $21,294,130 | XML |
| 990 | June 2024 | $12,419,994 | $8,549,273 | $13,194,262 | XML |
| 990 | June 2023 | $9,960,904 | $8,904,749 | $8,787,779 | XML |
| 990 | June 2022 | $8,894,165 | $8,176,649 | $7,536,248 | 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 31-0619689).
Questions about PLUMBERS & PIPEFITTERS LOCAL 162 HEALTH & INSURANCE FUND
- What is the EIN of PLUMBERS & PIPEFITTERS LOCAL 162 HEALTH & INSURANCE FUND?
- The employer identification number (EIN) of PLUMBERS & PIPEFITTERS LOCAL 162 HEALTH & INSURANCE FUND is 31-0619689.
- Is PLUMBERS & PIPEFITTERS LOCAL 162 HEALTH & INSURANCE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1961.
- Are donations to PLUMBERS & PIPEFITTERS LOCAL 162 HEALTH & INSURANCE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PLUMBERS & PIPEFITTERS LOCAL 162 HEALTH & INSURANCE 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 162 HEALTH & INSURANCE 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 & PIPEFITTERS LOCAL 162 HEALTH & INSURANCE 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 & PIPEFITTERS LOCAL 162 HEALTH & INSURANCE FUND?
- The 990 for the year ended June 30, 2025 names SHANNA TERRILL.
- Who are the officers and directors of PLUMBERS & PIPEFITTERS LOCAL 162 HEALTH & INSURANCE FUND?
- The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does PLUMBERS & PIPEFITTERS LOCAL 162 HEALTH & INSURANCE FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $18,626,499, expenses of $11,465,173 and total assets of $21,294,130 at year end.
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