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Nonprofit · EIN 93-1143759

UNITED ASSOCIATION PLUMBER STMFTR & SHPFTR INDSTRY RETIREE HEALTH TR

Tax-exempt · TUALATIN, OR 97062

Financials

$32.7M$3.3M2023$47.4M$6M2024
Revenue Expenses · by fiscal year end
Financials of UNITED ASSOCIATION PLUMBER STMFTR & SHPFTR INDSTRY RETIREE HEALTH TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$47,435,503$5,950,419$41,485,084$366,884,723$120,731$366,763,992
December 31, 2023990$32,743,180$3,292,508$29,450,672$312,448,948$116,562$312,332,386
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$26,950,663
Investment income
$20,484,840
Net gain from sales of assets
$8,319,267
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$5,217,589
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$21,080
Accounting fees
$16,800

Balance sheet and other

Total assets, start of year
$312,448,948
Total assets, end of year
$366,884,723
Total liabilities, end of year
$120,731
Net assets, end of year
$366,763,992
Publicly traded securities
$330,345,178
Gross receipts
$82,415,562
Employees
0
Volunteers
0
Year formed
1993
State of legal domicile
OR

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 / weekCompensation
ED GORMLEYTRUSTEE
Trustee or director
1$0
CORDELL TIETZTRUSTEE
Trustee or director
1$0
CHUCK HUBLERTRUSTEE
Trustee or director
1$0
SHANE ERWINTRUSTEE
Trustee or director
1$0
W PAUL ELDERTRUSTEE
Trustee or director
1$0
JON BERRYTRUSTEE
Trustee or director
1$0
JAMES KINGTRUSTEE
Trustee or director
1$0
ZACHERY PARDUETRUSTEE
Trustee or director
1$0
990 for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
ED GORMLEYTRUSTEE
Trustee or director
1$0
CORDELL TIETZTRUSTEE
Trustee or director
1$0
JON BERRYTRUSTEE
Trustee or director
1$0
RANDALL FRIESENTRUSTEE
Trustee or director
1$0
MARK WRIGHTTRUSTEE
Trustee or director
1$0
JOE NEELYTRUSTEE
Trustee or director
1$0
ERIC DESANTOTRUSTEE
Trustee or director
1$0
CHUCK HUBLERTRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
12205 SW TUALATIN RD STE 200, TUALATIN, OR 97062-7919
In care of
% PATI PIRO-BOSLEY
Principal officer (990 for 2024)
ED GORMLEY, 12205 SW Tualatin Rd Ste 200, Tualatin, OR 97062
Signed the 990
PATI PIRO-BOSLEY, ADMINISTRATOR
Phone
(866) 796-2305
Return prepared by
MILLER KAPLAN ARASE LLP

Mission

TO PROVIDE RETIREE HEALTH BENEFITS TO PARTICIPANTS.

990 for the year ended December 31, 2024

Program accomplishments

  • TO PROVIDE RETIREE HEALTH BENEFITS TO PARTICIPANTS.

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
93-1143759
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1996
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$366,884,723
Income (IRS master file)
$82,415,562

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$47,435,503$5,950,419$366,884,723XML
990December 2023$32,743,180$3,292,508$312,448,948XML
990December 2022$35,161,860$7,867,192$252,304,011IRS
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 93-1143759).

Questions about UNITED ASSOCIATION PLUMBER STMFTR & SHPFTR INDSTRY RETIREE HEALTH TR

What is the EIN of UNITED ASSOCIATION PLUMBER STMFTR & SHPFTR INDSTRY RETIREE HEALTH TR?
The employer identification number (EIN) of UNITED ASSOCIATION PLUMBER STMFTR & SHPFTR INDSTRY RETIREE HEALTH TR is 93-1143759.
Is UNITED ASSOCIATION PLUMBER STMFTR & SHPFTR INDSTRY RETIREE HEALTH TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1996.
Are donations to UNITED ASSOCIATION PLUMBER STMFTR & SHPFTR INDSTRY RETIREE HEALTH TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does UNITED ASSOCIATION PLUMBER STMFTR & SHPFTR INDSTRY RETIREE HEALTH TR 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 UNITED ASSOCIATION PLUMBER STMFTR & SHPFTR INDSTRY RETIREE HEALTH TR 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 UNITED ASSOCIATION PLUMBER STMFTR & SHPFTR INDSTRY RETIREE HEALTH TR 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 UNITED ASSOCIATION PLUMBER STMFTR & SHPFTR INDSTRY RETIREE HEALTH TR?
The 990 for the year ended December 31, 2024 names ED GORMLEY.
Who are the officers and directors of UNITED ASSOCIATION PLUMBER STMFTR & SHPFTR INDSTRY RETIREE HEALTH TR?
The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
How much revenue does UNITED ASSOCIATION PLUMBER STMFTR & SHPFTR INDSTRY RETIREE HEALTH TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $47,435,503, expenses of $5,950,419 and total assets of $366,884,723 at year end.

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