Nonprofit · EIN 55-6035214
PLUMBERS & STEAMFITTERS LOCAL NO 521 HEALTH & WELFARE FUND
Tax-exempt · ONA, WV 25545
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $3,393,666 | $3,679,578 | -$285,912 | $4,136,957 | $181,831 | $3,955,126 |
| September 30, 2024 | 990 | $3,287,226 | $2,477,596 | $809,630 | $4,221,329 | $68,010 | $4,153,319 |
| September 30, 2023 | 990 | $2,859,187 | $2,856,096 | $3,091 | $3,096,254 | $14,253 | $3,082,001 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $3,292,775
- Investment income
- $99,023
- Other revenue
- $1,868
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $3,248,989
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $5,030
- Accounting fees
- $18,196
- Program services (functional)
- $3,513,341
- Management and general (functional)
- $166,237
Balance sheet and other
- Total assets, start of year
- $4,221,329
- Total assets, end of year
- $4,136,957
- Total liabilities, end of year
- $181,831
- Net assets, end of year
- $3,955,126
- Publicly traded securities
- $2,174,035
- Gross receipts
- $3,393,666
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1964
- State of legal domicile
- WV
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| George A Kisor | Trustee Trustee or director | 1 | $0 | $95,514 | $85,028 |
| Scott Knipp | Trustee Trustee or director | 1 | $0 | $7,267 | $6,431 |
| Frank R Ferguson | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| James L Johnson | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Jackie Wilson | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Phillip S Johnson | Trustee Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| George A Kisor | Trustee Trustee or director | 1 | $0 | $92,706 | $81,605 |
| Scott Knipp | Trustee Trustee or director | 1 | $0 | $3,526 | $1,565 |
| Frank R Ferguson | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| James L Johnson | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Jackie Wilson | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Phillip S Johnson | Trustee Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| George A Kisor | Trustee Trustee or director | 1 | $0 |
| Scott Knipp | Trustee Trustee or director | 1 | $0 |
| Frank R Ferguson | Trustee Trustee or director | 1 | $0 |
| James L Johnson | Trustee Trustee or director | 1 | $0 |
| Jackie Wilson | Trustee Trustee or director | 1 | $0 |
| Philip S Johnson | Trustee Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 9200 US ROUTE 60, ONA, WV 25545-7417
- Principal officer (990 for 2024)
- George A Kisor, 137 Fifth Avenue, Huntington, WV 25701
- Signed the 990
- George A Kisor, Trustee
- Phone
- (304) 525-0331
- Return prepared by
- Harris Hardin & Company AC
Mission
The purpose of the Trust Fund is to receive, preserve and invest contributions made by the employers as required by collective bargaining agreements, as well as direct employee payments, and to provide health and welfare beneftis for eligible participants.
Program accomplishments
- Area-wide, union-negotiated, union/managment trusteed health & welfare fund.Expenses $3,513,341
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 55-6035214
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1968
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $4,136,957
- Income (IRS master file)
- $3,393,666
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $3,393,666 | $3,679,578 | $4,136,957 | XML |
| 990 | September 2024 | $3,287,226 | $2,477,596 | $4,221,329 | XML |
| 990 | September 2023 | $2,859,187 | $2,856,096 | $3,096,254 | XML |
| 990 | September 2022 | $2,592,112 | $2,644,534 | $3,063,554 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 55-6035214).
Questions about PLUMBERS & STEAMFITTERS LOCAL NO 521 HEALTH & WELFARE FUND
- What is the EIN of PLUMBERS & STEAMFITTERS LOCAL NO 521 HEALTH & WELFARE FUND?
- The employer identification number (EIN) of PLUMBERS & STEAMFITTERS LOCAL NO 521 HEALTH & WELFARE FUND is 55-6035214.
- Is PLUMBERS & STEAMFITTERS LOCAL NO 521 HEALTH & WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1968.
- Are donations to PLUMBERS & STEAMFITTERS LOCAL NO 521 HEALTH & WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PLUMBERS & STEAMFITTERS LOCAL NO 521 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 & STEAMFITTERS LOCAL NO 521 HEALTH & WELFARE FUND due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PLUMBERS & STEAMFITTERS LOCAL NO 521 HEALTH & WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of PLUMBERS & STEAMFITTERS LOCAL NO 521 HEALTH & WELFARE FUND?
- The 990 for the year ended September 30, 2025 names George A Kisor.
- Who are the officers and directors of PLUMBERS & STEAMFITTERS LOCAL NO 521 HEALTH & WELFARE FUND?
- The 990 for the year ended September 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does PLUMBERS & STEAMFITTERS LOCAL NO 521 HEALTH & WELFARE FUND have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $3,393,666, expenses of $3,679,578 and total assets of $4,136,957 at year end.
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