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Nonprofit · EIN 38-6111803

UPPER PENINSULA PLUMBERS AND PIPEFITTERS HEALTH AND WELFARE FUN

Tax-exempt · INDIANAPOLIS, IN 46241

Financials

$5.2M$5M2022$5.5M$4.9M2023$5.7M$6.1M2024
Revenue Expenses · by fiscal year end
Financials of UPPER PENINSULA PLUMBERS AND PIPEFITTERS HEALTH AND WELFARE FUN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$5,747,570$6,069,630-$322,060$10,741,680$3,470,314$7,271,366
June 30, 2024990$5,468,767$4,939,372$529,395$10,393,768$3,098,541$7,295,227
June 30, 2023990$5,153,967$5,013,523$140,444$9,890,325$3,496,804$6,393,521
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$5,106,864
Investment income
$329,057
Other revenue
$311,649

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$5,537,301
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$105,342
Accounting fees
$18,800
Program services (functional)
$6,069,630

Balance sheet and other

Total assets, start of year
$10,393,768
Total assets, end of year
$10,741,680
Total liabilities, end of year
$3,470,314
Net assets, end of year
$7,271,366
Publicly traded securities
$8,723,548
Gross receipts
$5,747,570
Employees
0
Year formed
1965
State of legal domicile
WI

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.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
DEAN GUTZMANTRUSTEE
Trustee or director
1$0$104,611$50,376
SCOTT PENDEGRAFTTRUSTEE
Trustee or director
1$0$100,342$50,376
YATES VANDEN HEUVELTRUSTEE
Trustee or director
1$0$0$0
ERIC BREYTRUSTEE
Trustee or director
1$0$0$0
JAMES MONSONTRUSTEE
Trustee or director
1$0$0$0
DAN OSTOLATRUSTEE
Trustee or director
1$0$0$0
SCOTT THRASHERTRUSTEE
Trustee or director
1$0$0$0
KIP ZILISCHTRUSTEE
Trustee or director
1$0$0$0
990 for the year ended June 30, 2024: 8 people
NameTitleHours / weekCompensationFrom related orgs
DEAN GUTZMANTRUSTEE
Trustee or director
1$0$98,394
SCOTT PENDEGRAFTTRUSTEE
Trustee or director
1$0$94,390
DAN OSTOLATRUSTEE
Trustee or director
1$0$0
SCOTT THRASHERTRUSTEE
Trustee or director
1$0$0
KIP ZILISCHTRUSTEE
Trustee or director
1$0$0
YATES VANDEN HEUVELTRUSTEE
Trustee or director
1$0$0
ERIC BREYTRUSTEE
Trustee or director
1$0$0
JAMES MONSONTRUSTEE
Trustee or director
1$0$0
990 for the year ended June 30, 2023: 9 people
NameTitleHours / weekCompensationFrom related orgs
DEAN GUTZMANCHAIRMAN
Trustee or director
1$0$94,262
YATES VANDEN HEUVELSECRETARY
Trustee or director
1$0$90,169
ERIC BREYTRUSTEE
Trustee or director
1$0$0
JAMES MONSONTRUSTEE
Trustee or director
1$0$0
DAN OSTOLATRUSTEE
Trustee or director
1$0$0
SCOTT PENDEGRAFTTRUSTEE
Trustee or director
1$0$0
GREGORY SUDDERTHTRUSTEE
Trustee or director
1$0$0
SCOTT THRASHERTRUSTEE
Trustee or director
1$0$0
KIP ZILISCHTRUSTEE
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
5420 W SOUTHERN AVE STE 106, INDIANAPOLIS, IN 46241-5535
In care of
% DEAN GUTZMAN
Signed the 990
DEAN GUTZMAN, Trustee
Phone
(414) 777-7203
Return prepared by
Benda Grace Stulz & Company PC

Mission

TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE PLAN PARTICIPANTS, UNDER THE TERMS OF THE PLAN

990 for the year ended June 30, 2025

Program accomplishments

  • PROVIDE HEALTH AND WELFARE BENEFITS TO ACTIVE AND RETIRED MEMBERS OF LABOR UNIONS COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENT
    Expenses $6,069,630

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
38-6111803
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1967
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$10,741,680
Income (IRS master file)
$5,747,570

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$5,747,570$6,069,630$10,741,680IRS
990June 2024$5,468,767$4,939,372$10,393,768IRS
990June 2023$5,153,967$5,013,523$9,890,325XML
990June 2022$4,544,350$4,660,387$10,026,780IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 38-6111803).

Questions about UPPER PENINSULA PLUMBERS AND PIPEFITTERS HEALTH AND WELFARE FUN

What is the EIN of UPPER PENINSULA PLUMBERS AND PIPEFITTERS HEALTH AND WELFARE FUN?
The employer identification number (EIN) of UPPER PENINSULA PLUMBERS AND PIPEFITTERS HEALTH AND WELFARE FUN is 38-6111803.
Is UPPER PENINSULA PLUMBERS AND PIPEFITTERS HEALTH AND WELFARE FUN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1967.
Are donations to UPPER PENINSULA PLUMBERS AND PIPEFITTERS HEALTH AND WELFARE FUN tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does UPPER PENINSULA PLUMBERS AND PIPEFITTERS HEALTH AND WELFARE FUN 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 UPPER PENINSULA PLUMBERS AND PIPEFITTERS HEALTH AND WELFARE FUN 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 UPPER PENINSULA PLUMBERS AND PIPEFITTERS HEALTH AND WELFARE FUN last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who are the officers and directors of UPPER PENINSULA PLUMBERS AND PIPEFITTERS HEALTH AND WELFARE FUN?
The 990 for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does UPPER PENINSULA PLUMBERS AND PIPEFITTERS HEALTH AND WELFARE FUN have?
On its 990 for the year ended June 30, 2025 it reported revenue of $5,747,570, expenses of $6,069,630 and total assets of $10,741,680 at year end.

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