Nonprofit · EIN 56-6085074
PLUMBERS & PIPEFITTERS LOCAL 421 HEALTH & WELFARE FUND
Tax-exempt · PEMBROKE PNES, FL 33028
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $21,149,623 | $15,804,547 | $5,345,076 | $25,163,348 | $4,091,070 | $21,072,278 |
| December 31, 2023 | 990 | $13,623,130 | $14,102,854 | -$479,724 | $17,514,110 | $5,353,630 | $12,160,480 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $20,720,163
- Investment income
- $426,383
- Net gain from sales of assets
- -$388
- Other revenue
- $3,077
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $14,955,857
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $44,468
- Accounting fees
- $77,382
- Program services (functional)
- $15,804,547
Balance sheet and other
- Total assets, start of year
- $17,514,110
- Total assets, end of year
- $25,163,348
- Total liabilities, end of year
- $4,091,070
- Net assets, end of year
- $21,072,278
- Publicly traded securities
- $14,037,783
- Net assets without donor restrictions
- $21,072,278
- Gross receipts
- $29,881,463
- Employees
- 39
- Year formed
- 1967
- State of legal domicile
- NC
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Perry Howard | Trustee Trustee or director | 1 | $0 |
| Jeffery Morgan | Trustee Trustee or director | 1 | $0 |
| Steve Smith | Trustee Trustee or director | 1 | $0 |
| Zane Gauldin | Trustee Trustee or director | 1 | $0 |
| Matt Stroer | Trustee Trustee or director | 1 | $0 |
| Larry K Batson | Trustee Trustee or director | 1 | $0 |
| Carol Garrett | Trustee Trustee or director | 1 | $0 |
| Tim Clark | Trustee Trustee or director | 1 | $0 |
| James Wilber | Trustee Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Perry Howard | Trustee Trustee or director | 1 | $0 |
| Jeffery Morgan | Trustee Trustee or director | 1 | $0 |
| Steve Smith | Trustee Trustee or director | 1 | $0 |
| Zane Gauldin | Trustee Trustee or director | 1 | $0 |
| Matt Stroer | Trustee Trustee or director | 1 | $0 |
| Larry K Batson | Trustee Trustee or director | 1 | $0 |
| Carol Garrett | Trustee Trustee or director | 1 | $0 |
| Tim Clark | Trustee Trustee or director | 1 | $0 |
| James Wilber | Trustee Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2010 NW 150TH AVE STE 200, PEMBROKE PNES, FL 33028-2888
- Principal officer (990 for 2024)
- Larry K Batson, 2556 Oscar Johnson Drive, N Charleston, SC 29405
- Signed the 990
- Larry K Batson, Trustee
- Phone
- (800) 842-5899
- Return prepared by
- LaPadula Carlson Co
Mission
The Fund is a multi-employer plan established for the purpose of providing health and welfare benefits to eligible participants and their dependents under the terms of various collective bargaining and participation agreements between various employers and Plumbers and Pipefitters Local Union No. 421
Program accomplishments
- The Fund provides medical, dental, disability, vision, prescription drug and death benefits to eligible participants.Expenses $15,804,547
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 56-6085074
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1966
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $25,163,348
- Income (IRS master file)
- $29,881,463
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $21,149,623 | $15,804,547 | $25,163,348 | IRS |
| 990 | December 2023 | $13,623,130 | $14,102,854 | $17,514,110 | XML |
| 990 | December 2022 | $11,092,669 | $13,521,380 | $17,123,186 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 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 56-6085074).
Questions about PLUMBERS & PIPEFITTERS LOCAL 421 HEALTH & WELFARE FUND
- What is the EIN of PLUMBERS & PIPEFITTERS LOCAL 421 HEALTH & WELFARE FUND?
- The employer identification number (EIN) of PLUMBERS & PIPEFITTERS LOCAL 421 HEALTH & WELFARE FUND is 56-6085074.
- Is PLUMBERS & PIPEFITTERS LOCAL 421 HEALTH & WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1966.
- Are donations to PLUMBERS & PIPEFITTERS LOCAL 421 HEALTH & WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PLUMBERS & PIPEFITTERS LOCAL 421 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 & PIPEFITTERS LOCAL 421 HEALTH & 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 PLUMBERS & PIPEFITTERS LOCAL 421 HEALTH & 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 PLUMBERS & PIPEFITTERS LOCAL 421 HEALTH & WELFARE FUND?
- The 990 for the year ended December 31, 2024 names Larry K Batson.
- Who are the officers and directors of PLUMBERS & PIPEFITTERS LOCAL 421 HEALTH & WELFARE FUND?
- The 990 for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
- How much revenue does PLUMBERS & PIPEFITTERS LOCAL 421 HEALTH & WELFARE FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $21,149,623, expenses of $15,804,547 and total assets of $25,163,348 at year end.
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