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Nonprofit · EIN 37-1830040

ATLANTA PLUMBERS AND STEAMFITTERS RETIREE HEALTH AND WELFARE FUND

Tax-exempt · PEMBROKE PINES, FL 33028

Financials

$4.1M$2.8M2023$4.8M$2.8M2024
Revenue Expenses · by fiscal year end
Financials of ATLANTA PLUMBERS AND STEAMFITTERS RETIREE HEALTH AND WELFARE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$4,822,810$2,789,546$2,033,264$9,319,099$45,575$9,273,524
December 31, 2023990$4,064,291$2,843,919$1,220,372$7,216,031$33,658$7,182,373
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$4,309,046
Investment income
$513,764
Net gain from sales of assets
$237,072
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$2,560,208
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$4,516
Accounting fees
$9,796

Balance sheet and other

Total assets, start of year
$7,216,031
Total assets, end of year
$9,319,099
Total liabilities, end of year
$45,575
Net assets, end of year
$9,273,524
Publicly traded securities
$6,349,734
Net assets without donor restrictions
$9,273,524
Gross receipts
$20,945,330
Employees
0
Volunteers
0
Year formed
2016
State of legal domicile
GA

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 orgs
TERRY NEWSOME JRUNION TRUSTEE - CO-CHAIR
Trustee or director
2$0$116,327
ALAN TOMBERLINUNION TRUSTEE
Trustee or director
2$0$103,863
JARRET WADEUNION TRUSTEE
Trustee or director
2$0$99,708
DAVID EVANSUNION TRUSTEE
Trustee or director
2$0$99,708
STEVE NEWSOMEUNION TRUSTEE
Trustee or director
2$0$51,612
JON STERLINGMANAGEMENT TRUSTEE - CO-CH
Trustee or director
2$0$0
JOHN MCKENNYMANAGEMENT TRUSTEE
Trustee or director
2$0$0
JIM F THOMASMANAGEMENT TRUSTEE
Trustee or director
2$0$0
JIM ESTERBROOKMANAGEMENT TRUSTEE
Trustee or director
2$0$0
ANDY SUMPTERMANAGEMENT TRUSTEE
Trustee or director
2$0$0
990 for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensationFrom related orgs
TERRY NEWSOME JRUNION TRUSTEE - CO-CHAIR
Trustee or director
2$0$113,773
ALAN TOMBERLINUNION TRUSTEE
Trustee or director
2$0$101,898
STEVE NEWSOMEUNION TRUSTEE
Trustee or director
2$0$97,785
JARRET WADEUNION TRUSTEE
Trustee or director
2$0$97,785
DAVID EVANSUNION TRUSTEE
Trustee or director
2$0$97,785
JON STERLINGMANAGEMENT TRUSTEE - CO-CH
Trustee or director
2$0$0
JOHN MCKENNYMANAGEMENT TRUSTEE
Trustee or director
2$0$0
JIM F THOMASMANAGEMENT TRUSTEE
Trustee or director
2$0$0
JIM ESTERBROOKMANAGEMENT TRUSTEE
Trustee or director
2$0$0
ANDY SUMPTERMANAGEMENT TRUSTEE
Trustee or director
2$0$0

Address and contacts

Address (IRS master file)
2010 NW 150TH AVE, PEMBROKE PINES, FL 33028-2887
In care of
% NATL EMPLOYEE BENEFIT ADMIN INC
Principal officer (990 for 2024)
TERRY NEWSOME JR, 2010 NW 150TH AVE, PEMBROKE PINES, FL 33028
Signed the 990
TERRY NEWSOME JR, TRUSTEE - CO CHAIR
Phone
(954) 266-6322
Return prepared by
NOVAK FRANCELLA LLC

Mission

TO PROVIDE HEALTH INSURANCE TO ELIGIBLE RETIREE PARTICIPANTS.

990 for the year ended December 31, 2024

Program accomplishments

  • H.R.A. ADMINISTRATIVE FEE.
  • H.R.A. BENEFIT PAYMENTS.

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
37-1830040
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2018
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$9,319,099
Income (IRS master file)
$20,945,330

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$4,822,810$2,789,546$9,319,099XML
990December 2023$4,064,291$2,843,919$7,216,031XML
990December 2022$3,678,203$2,822,777$5,765,059IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 37-1830040).

Questions about ATLANTA PLUMBERS AND STEAMFITTERS RETIREE HEALTH AND WELFARE FUND

What is the EIN of ATLANTA PLUMBERS AND STEAMFITTERS RETIREE HEALTH AND WELFARE FUND?
The employer identification number (EIN) of ATLANTA PLUMBERS AND STEAMFITTERS RETIREE HEALTH AND WELFARE FUND is 37-1830040.
Is ATLANTA PLUMBERS AND STEAMFITTERS RETIREE HEALTH AND WELFARE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2018.
Are donations to ATLANTA PLUMBERS AND STEAMFITTERS RETIREE HEALTH AND WELFARE FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does ATLANTA PLUMBERS AND STEAMFITTERS RETIREE HEALTH AND 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 ATLANTA PLUMBERS AND STEAMFITTERS RETIREE HEALTH AND 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 ATLANTA PLUMBERS AND STEAMFITTERS RETIREE HEALTH AND 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 ATLANTA PLUMBERS AND STEAMFITTERS RETIREE HEALTH AND WELFARE FUND?
The 990 for the year ended December 31, 2024 names TERRY NEWSOME JR.
Who are the officers and directors of ATLANTA PLUMBERS AND STEAMFITTERS RETIREE HEALTH AND WELFARE FUND?
The 990 for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
How much revenue does ATLANTA PLUMBERS AND STEAMFITTERS RETIREE HEALTH AND WELFARE FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $4,822,810, expenses of $2,789,546 and total assets of $9,319,099 at year end.

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