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Nonprofit · EIN 53-0190932

PLUMBERS & PIPEFITTERS MEDICAL FUND

Tax-exempt · COLUMBIA, MD 21046

Financials

$25.2M$24.4M2023$28.5M$24.5M2024
Revenue Expenses · by fiscal year end
Financials of PLUMBERS & PIPEFITTERS MEDICAL FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$28,473,266$24,527,370$3,945,896$55,960,784$1,185,360$54,775,424
December 31, 2023990$25,194,525$24,415,470$779,055$52,610,890$1,883,206$50,727,684
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$22,341,190
Investment income
$3,777,749
Net gain from sales of assets
$2,587,262
Other revenue
$2,354,327

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$23,203,997
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$71,657
Accounting fees
$28,814
Depreciation
$1,872

Balance sheet and other

Total assets, start of year
$52,610,890
Total assets, end of year
$55,960,784
Total liabilities, end of year
$1,185,360
Net assets, end of year
$54,775,424
Land, buildings and equipment
$1,213,877
Publicly traded securities
$30,668,409
Gross receipts
$41,263,360
Employees
0
Volunteers
0
Year formed
1949
State of legal domicile
MD

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
TERRIEA SMALLSUNION TRUSTEE
Trustee or director
2$0$162,468$88,621
MICHAEL CANALESUNION TRUSTEE
Trustee or director
2$0$152,655$85,409
WALTER HARRIGANUNION TRUSTEE
Trustee or director
2$0$0$0
ANNE FINERFROCKEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
ANDREW TOMLINSONEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
RUDY FORDEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
990 for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
TERRIEA SMALLSUNION TRUSTEE
Trustee or director
2$0$152,378$84,512
MICHAEL CANALESUNION TRUSTEE
Trustee or director
2$0$143,190$81,480
WALTER HARRIGANUNION TRUSTEE
Trustee or director
2$0$0$0
ANNE FINERFROCKEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
ANDREW TOMLINSONEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
RUDY FORDEMPLOYER TRUSTEE
Trustee or director
2$0$0$0

Address and contacts

Address (IRS master file)
7130 COLUMBIA GATEWAY DR STE A, COLUMBIA, MD 21046-2966
Principal officer (990 for 2024)
TERRIEA SMALLS, 7130 COLUMBIA GATEWAY DRIVE, COLUMBIA, MD 21046
Signed the 990
TERRIEA SMALLS, TRUSTEE
Phone
(410) 872-9500
Return prepared by
CALIBRE CPA GROUP PLLC

Mission

TO PROVIDE MEDICAL BENEFITS TO MEMBERS OF PLUMBERS & PIPEFITTERS LOCAL UNION NO. 5.

990 for the year ended December 31, 2024

Program accomplishments

  • HEALTH CARE, VISION, PRESCRIPTION DRUGS, DISABILITY AND DEATH BENEFITS ADMINISTERED UNDER A COLLECTIVELY BARGAINED AGREEMENT FOR MEMBERS OF PLUMBERS & PIPEFITTERS L.U. NO. 5

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
53-0190932
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1951
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$55,960,784
Income (IRS master file)
$41,263,360

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$28,473,266$24,527,370$55,960,784XML
990December 2023$25,194,525$24,415,470$52,610,890XML
990December 2022$24,983,373$24,008,960$46,751,366IRS
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 53-0190932).

Questions about PLUMBERS & PIPEFITTERS MEDICAL FUND

What is the EIN of PLUMBERS & PIPEFITTERS MEDICAL FUND?
The employer identification number (EIN) of PLUMBERS & PIPEFITTERS MEDICAL FUND is 53-0190932.
Is PLUMBERS & PIPEFITTERS MEDICAL FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1951.
Are donations to PLUMBERS & PIPEFITTERS MEDICAL FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does PLUMBERS & PIPEFITTERS MEDICAL 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 MEDICAL 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 MEDICAL 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 MEDICAL FUND?
The 990 for the year ended December 31, 2024 names TERRIEA SMALLS.
Who are the officers and directors of PLUMBERS & PIPEFITTERS MEDICAL FUND?
The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
How much revenue does PLUMBERS & PIPEFITTERS MEDICAL FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $28,473,266, expenses of $24,527,370 and total assets of $55,960,784 at year end.

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