Nonprofit · EIN 63-0461410
BIRMINGHAM PLUMBERS & STEAMFITTERS UNION-91 WELFARE PLAN
Tax-exempt · GOODLETTSVLLE, TN 37070
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 29, 2024 | 990 | $5,601,716 | $5,548,441 | $53,275 | $6,113,699 | $310,455 | $5,803,244 |
Financial details: 990 for the year ended February 29, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $5,142,410
- Investment income
- $145,906
- Other revenue
- $313,400
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $4,840,610
- Other salaries and wages
- $119,032
- Salaries, compensation and benefits (total)
- $182,016
- Professional fundraising fees
- $0
- Legal fees
- $8,016
- Accounting fees
- $13,735
- Depreciation
- $9,357
Balance sheet and other
- Total assets, start of year
- $5,603,818
- Total assets, end of year
- $6,113,699
- Total liabilities, end of year
- $310,455
- Net assets, end of year
- $5,803,244
- Land, buildings and equipment
- $43,150
- Publicly traded securities
- $4,783,878
- Gross receipts
- $5,601,716
- Employees
- 12
- Year formed
- 1953
- State of legal domicile
- AL
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 February 29, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIMOTHY ARNDT | TRUSTEE Trustee or director | 2 | $0 |
| CLAUDE PIERCE JR | TRUSTEE - SE Trustee or director | 2 | $0 |
| KELVIN LATHAM | TRUSTES Trustee or director | 2 | $0 |
| ANTHONY ROBINSON | TRUSTEE - PA Trustee or director | 2 | $0 |
| DARRELL TAYLOR | TRUSTEE - PA Trustee or director | 2 | $0 |
| KENNETH TODD | CHAIRMAN Trustee or director | 2 | $0 |
| HARRISON WHISENANT | TRUSTEE Trustee or director | 2 | $0 |
| ANDREW WHITE | TRUSTEE Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1449, GOODLETTSVLLE, TN 37070-1449
- Principal officer (990 for 2023)
- CLAUDE PIERCE JR, 3648 9TH AVENUE NORTH SUITE 3, BIRMINGHAM, AL 35222
- Signed the 990
- CLAUDE PIERCE JR, TRUSTEE - SEC TREAS
- Phone
- (205) 595-5151
- Return prepared by
- POTTER BRYANT & MOORE PC
Mission
PROVIDES HEALTH CARE BENEFITS TO PLAN PARTICIPANTS AND THEIR DEPENDENTS.
Program accomplishments
- WELFARE BENEFITS FUND - PROVIDING HEALTH INSURANCE BENEFITS FOR ELIGIBLE MEMBERS. APPROXIMATELY 382 MEMBERS
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 February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | Not on file |
| 2024 | February 28, 2025 | July 15, 2025 | Not on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990 on file |
IRS record
- EIN
- 63-0461410
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1955
- Accounting year ends
- February
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $6,113,699
- Income (IRS master file)
- $5,601,716
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | February 2024 | $5,601,716 | $5,548,441 | $6,113,699 | XML |
| 990 | February 2023 | $5,178,353 | $5,362,876 | $5,603,818 | IRS |
| 990 | February 2022 | – | – | – | IRS |
| 990 | February 2021 | – | – | – | IRS |
| 990 | February 2019 | – | – | – | 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 63-0461410).
Questions about BIRMINGHAM PLUMBERS & STEAMFITTERS UNION-91 WELFARE PLAN
- What is the EIN of BIRMINGHAM PLUMBERS & STEAMFITTERS UNION-91 WELFARE PLAN?
- The employer identification number (EIN) of BIRMINGHAM PLUMBERS & STEAMFITTERS UNION-91 WELFARE PLAN is 63-0461410.
- Is BIRMINGHAM PLUMBERS & STEAMFITTERS UNION-91 WELFARE PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1955.
- Are donations to BIRMINGHAM PLUMBERS & STEAMFITTERS UNION-91 WELFARE PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does BIRMINGHAM PLUMBERS & STEAMFITTERS UNION-91 WELFARE PLAN 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 BIRMINGHAM PLUMBERS & STEAMFITTERS UNION-91 WELFARE PLAN due?
- The return for tax year 2025 (the year ending February 28, 2026) is due July 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BIRMINGHAM PLUMBERS & STEAMFITTERS UNION-91 WELFARE PLAN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended February 2024.
- Who is the principal officer of BIRMINGHAM PLUMBERS & STEAMFITTERS UNION-91 WELFARE PLAN?
- The 990 for the year ended February 29, 2024 names CLAUDE PIERCE JR.
- Who are the officers and directors of BIRMINGHAM PLUMBERS & STEAMFITTERS UNION-91 WELFARE PLAN?
- The 990 for the year ended February 29, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does BIRMINGHAM PLUMBERS & STEAMFITTERS UNION-91 WELFARE PLAN have?
- On its 990 for the year ended February 29, 2024 it reported revenue of $5,601,716, expenses of $5,548,441 and total assets of $6,113,699 at year end.
Other nonprofits in GOODLETTSVLLE
- SOUTHERN DISTRICT UBC HEALTH TRUST EIN 74-6075997 · last filed 990 for 2024
- SHEET METAL WORKERS NATIONAL HEALTH FUND EIN 52-1466749 · last filed 990 for 2024
- SOUTHERN OPERATORS HEALTH FUND EIN 43-2067325 · last filed 990 for 2024
- SOUTHEASTERN IRON WORKERS WELFARE PLAN EIN 63-0334002 · last filed 990 for 2024
- SOUTHEAST LABORERS HEALTH FUND EIN 23-7100845 · last filed 990 for 2025
- DOLLAR GENERAL LITERACY FOUNDATION EIN 62-1546736 · last filed 990 for 2026
- SOUTHERN PAINTERS WELFARE FUND EIN 58-1910292 · last filed 990 for 2024
- TENNESSEE VOICES FOR CHILDREN EIN 62-1576400 · last filed 990 for 2025