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Nonprofit · EIN 61-0655187

PLUMBERS AND PIPEFITTERS LOCAL UNION 502 FOURTH RESTATED HOSPITAL

Also known as MEDICAL AND LIFE BENEFIT PLAN

Tax-exempt · TROY, MI 48099

Financials

$37.9M$34.9M2022$47M$37.8M2023$49.7M$44.1M2024
Revenue Expenses · by fiscal year end
Financials of PLUMBERS AND PIPEFITTERS LOCAL UNION 502 FOURTH RESTATED HOSPITAL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990$49,712,471$44,070,530$5,641,941$79,478,873$721,144$78,757,729
July 31, 2024990$46,997,407$37,838,532$9,158,875$70,001,513$1,858,951$68,142,562
July 31, 2023990$37,891,284$34,925,381$2,965,903$56,001,802$2,424,109$53,577,693
Financial details: 990 for the year ended July 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$49,224,467
Investment income
$464,155
Net gain from sales of assets
$37,935
Other revenue
$23,849

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$42,975,257
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$63,421
Accounting fees
$53,078
Depreciation
$828

Balance sheet and other

Total assets, start of year
$70,001,513
Total assets, end of year
$79,478,873
Total liabilities, end of year
$721,144
Net assets, end of year
$78,757,729
Land, buildings and equipment
$2,069
Publicly traded securities
$23,480,527
Gross receipts
$51,044,536
Employees
61
Volunteers
0
Year formed
1966
State of legal domicile
KY

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 July 31, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
SCOTT LEWISTRUSTEE
Trustee or director
1$0$138,171$89,826
ERIK ELZYTRUSTEE
Trustee or director
1$0$124,354$85,694
KENT JESSETRUSTEE
Trustee or director
1$0$119,571$84,264
RYAN KLEBERTRUSTEE - (ALTERNATE)
Trustee or director
1$0$119,571$84,264
GARY KEELINGTRUSTEE
Trustee or director
1$0$0$0
STEVEN MILBYTRUSTEE
Trustee or director
1$0$0$0
DENNIS MEIMAN JRTRUSTEE
Trustee or director
1$0$0$0
NEAL HURMTRUSTEE
Trustee or director
1$0$0$0
ANTHONEY HUMPHREYTRUSTEE
Trustee or director
1$0$0$0
BRIAN KRUERTRUSTEE - (ALTERNATE)
Trustee or director
1$0$0$0
990 for the year ended July 31, 2024: 10 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
SCOTT LEWISTRUSTEE
Trustee or director
1$0$134,045$87,651
ERIK ELZYTRUSTEE
Trustee or director
1$0$132,092$83,705
RYAN KLEBERTRUSTEE - (ALTERNATE)
Trustee or director
1$0$117,989$82,339
KENT JESSETRUSTEE
Trustee or director
1$0$116,589$82,339
GARY KEELINGTRUSTEE
Trustee or director
1$0$0$0
STEVEN MILBYTRUSTEE
Trustee or director
1$0$0$0
DENNIS MEIMAN JRTRUSTEE
Trustee or director
1$0$0$0
NEAL HURMTRUSTEE
Trustee or director
1$0$0$0
ANTHONEY HUMPHREYTRUSTEE
Trustee or director
1$0$0$0
BRIAN KRUERTRUSTEE - (ALTERNATE)
Trustee or director
1$0$0$0
990 for the year ended July 31, 2023: 12 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
SCOTT LEWISTRUSTEE
Trustee or director
1$0$125,477$86,058
ERIK ELZYTRUSTEE
Trustee or director
1$0$120,157$82,189
RYAN KLEBERTRUSTEE - (ALTERNATE)
Trustee or director
1$0$111,235$80,849
KENT JESSETRUSTEE
Trustee or director
1$0$109,946$80,849
LEONARD HEUSERTRUSTEE - PAST
Trustee or director
1$0$0$0
GARY KEELINGTRUSTEE
Trustee or director
1$0$0$0
STEVEN MILBYTRUSTEE
Trustee or director
1$0$0$0
DENNIS MEIMAN JRTRUSTEE
Trustee or director
1$0$0$0
JOE RHODESTRUSTEE - (ALTERNATE) - PAST
Trustee or director
1$0$0$0
NEAL HURMTRUSTEE
Trustee or director
1$0$0$0
ANTHONEY HUMPHREYTRUSTEE
Trustee or director
1$0$0$0
BRIAN KRUERTRUSTEE - (ALTERNATE) - NEW
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
PO BOX 99697, TROY, MI 48099-9697
Principal officer (990 for 2024)
SCOTT LEWIS, 700 TOWER DRIVE 300, TROY, MI 48098
Signed the 990
SCOTT LEWIS, TRUSTEE
Phone
(248) 813-9800
Return prepared by
LEGACY PROFESSIONALS LLP

Mission

HEALTH BENEFIT FUND

990 for the year ended July 31, 2025

Program accomplishments

  • TO PROVIDE HEALTH CARE, DEATH AND DISABILITY BENEFITS, DENTAL, VISION, PRESCRIPTION DRUG AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

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 July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990 on file
2023July 31, 2024December 16, 2024990 on file

IRS record

EIN
61-0655187
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1963
Accounting year ends
July
Files
Form 990 or 990-EZ
Assets (IRS master file)
$79,478,873
Income (IRS master file)
$51,044,536

Filing history

FormYear endedRevenueExpensesAssetsReturn
990July 2025$49,712,471$44,070,530$79,478,873XML
990July 2024$46,997,407$37,838,532$70,001,513XML
990July 2023$37,891,284$34,925,381$56,001,802XML
990July 2022$33,011,716$29,020,083$49,422,396IRS
990July 2021–––IRS
990July 2020–––IRS
990July 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 61-0655187).

Questions about PLUMBERS AND PIPEFITTERS LOCAL UNION 502 FOURTH RESTATED HOSPITAL

What is the EIN of PLUMBERS AND PIPEFITTERS LOCAL UNION 502 FOURTH RESTATED HOSPITAL?
The employer identification number (EIN) of PLUMBERS AND PIPEFITTERS LOCAL UNION 502 FOURTH RESTATED HOSPITAL is 61-0655187.
Is PLUMBERS AND PIPEFITTERS LOCAL UNION 502 FOURTH RESTATED HOSPITAL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1963.
Are donations to PLUMBERS AND PIPEFITTERS LOCAL UNION 502 FOURTH RESTATED HOSPITAL tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does PLUMBERS AND PIPEFITTERS LOCAL UNION 502 FOURTH RESTATED HOSPITAL 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 AND PIPEFITTERS LOCAL UNION 502 FOURTH RESTATED HOSPITAL due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PLUMBERS AND PIPEFITTERS LOCAL UNION 502 FOURTH RESTATED HOSPITAL last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended July 2025.
Who is the principal officer of PLUMBERS AND PIPEFITTERS LOCAL UNION 502 FOURTH RESTATED HOSPITAL?
The 990 for the year ended July 31, 2025 names SCOTT LEWIS.
Who are the officers and directors of PLUMBERS AND PIPEFITTERS LOCAL UNION 502 FOURTH RESTATED HOSPITAL?
The 990 for the year ended July 31, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does PLUMBERS AND PIPEFITTERS LOCAL UNION 502 FOURTH RESTATED HOSPITAL have?
On its 990 for the year ended July 31, 2025 it reported revenue of $49,712,471, expenses of $44,070,530 and total assets of $79,478,873 at year end.

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