PLUMBERS AND STEAMFITTERS LOCAL 166 HEALTH AND WELFARE BENEFIT PLAN

Address
2930 W LUDWIG ROAD
FORT WAYNE, IN 46818
Contact
Phone: +1 (260) 497-9380
Nonprofit
NTEE: J40 - Labor Unions, Organizations
EIN: 35-2030543

Mission

HEALTH AND WELFARE FUND FOR LOCAL UNION 166.
 20162015201420132012
Basic features of the organization
Year of formation1998
Subsection code09
PF filing required0    
Metropolitan statistical area2162
Form of organization
TrustTrue
Human resources, including compensation
Summary compensation info
Sum of reportable (W2/1099) compensation$0.00$0.00$0.00$0.00$0.00
Number of employees00000
Number of people compensated >$100k00000
Number of volunteers00000
Number of highly compensated contractors2221 
Personnel
Alternate, Doug
TitleMANAGEMENT TRUSTEEMANAGEMENT TRUSTEEMANAGEMENT TRUSTEEMANAGEMENT TRUSTEE 
Name of key/compensated personDOUG ZOLLINGER ALTERNATEDOUG ZOLLINGER ALTERNATEDOUG ZOLLINGER ALTERNATEDOUG ZOLLINGER ALTERNATE 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org2.002.002.002.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Alternate, Michelle
TitleLABOR TRUSTEELABOR TRUSTEELABOR TRUSTEE  
Name of key/compensated personMICHELLE NICHTER ALTERNATEMICHELLE NICHTER ALTERNATEMICHELLE NICHTER ALTERNATE  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org40.0040.0040.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$56,467.00  
Alternate, Ted
Title    MANAGEMENT TRUSTEE
Name of key/compensated person    TED CURRENT ALTERNATE
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    2.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Alternate, Thomas
Title   LABOR TRUSTEELABOR TRUSTEE
Name of key/compensated person   THOMAS FORTMAN ALTERNATETHOMAS FORTMAN ALTERNATE
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   2.002.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Brown, Chris
TitleLABOR TRUSTEE    
Name of key/compensated personCHRIS BROWN    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org2.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Current, Ted
TitleMANAGEMENT TRUSTEEMANAGEMENT TRUSTEEMANAGEMENT TRUSTEEMANAGEMENT TRUSTEE 
Name of key/compensated personTED CURRENTTED CURRENTTED CURRENTTED CURRENT 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org2.002.002.002.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Derheimer, Eric
Title LABOR TRUSTEE   
Name of key/compensated person ERIC DERHEIMER   
Position of compensated person
Current individual trustee or director True   
Average hours per week working for org 2.00   
Reportable compensation from org $0.00   
Other comp, non-reportable, from org and related orgs $0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00   
Jenkins, Brad
TitleMANAGEMENT TRUSTEEMANAGEMENT TRUSTEEMANAGEMENT TRUSTEEMANAGEMENT TRUSTEEMANAGEMENT TRUSTEE
Name of key/compensated personBRAD JENKINSBRAD JENKINSBRAD JENKINSBRAD JENKINSBRAD JENKINS
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org2.002.002.002.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Klinger, Mike
Title  LABOR TRUSTEELABOR TRUSTEELABOR TRUSTEE
Name of key/compensated person  MIKE KLINGERMIKE KLINGERMIKE KLINGER
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org  2.002.002.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Malott, Thomas
TitleLABOR TRUSTEELABOR TRUSTEELABOR TRUSTEELABOR TRUSTEELABOR TRUSTEE
Name of key/compensated personTHOMAS MALOTTTHOMAS MALOTTTHOMAS MALOTTTHOMAS MALOTTTHOMAS MALOTT
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org2.002.002.002.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Meyer, Bill
TitleMANAGEMENT TRUSTEEMANAGEMENT TRUSTEEMANAGEMENT TRUSTEEMANAGEMENT TRUSTEEMANAGEMENT TRUSTEE
Name of key/compensated personBILL MEYERBILL MEYERBILL MEYERBILL MEYERBILL MEYER
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org2.002.002.002.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Prosser, Kent
TitleLABOR TRUSTEELABOR TRUSTEELABOR TRUSTEELABOR TRUSTEELABOR TRUSTEE
Name of key/compensated personKENT PROSSERKENT PROSSERKENT PROSSERKENT PROSSERKENT PROSSER
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org2.002.002.002.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Zollinger, Doug
Title    MANAGEMENT TRUSTEE
Name of key/compensated person    DOUG ZOLLINGER
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    2.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Purpose: mission, activities, & accomplishments
Mission or significant activitiesHEALTH AND WELFARE FUND FOR LOCAL UNION 166HEALTH AND WELFARE FUND FOR LOCAL UNION 166HEALTH AND WELFARE FUND FOR LOCAL UNION 166HEALTH AND WELFARE FUND FOR LOCAL UNION 166HEALTH AND WELFARE FUND FOR LOCAL UNION 166
Programs, including revenue & expenses
PROVIDE EMPLOYEES AND RETIREES WITH HEALTH AND WELFARE BENEFITS
Program descriptionPROVIDE EMPLOYEES AND RETIREES WITH HEALTH AND WELFARE BENEFITSPROVIDE EMPLOYEES AND RETIREES WITH HEALTH AND WELFARE BENEFITSPROVIDE EMPLOYEES AND RETIREES WITH HEALTH AND WELFARE BENEFITSPROVIDE EMPLOYEES AND RETIREES WITH HEALTH AND WELFARE BENEFITSPROVIDE EMPLOYEES AND RETIREES WITH HEALTH AND WELFARE BENEFITS
Financial data
Revenue
Total revenue$10,061,520.00$8,572,292.00$8,238,730.00$7,724,609.00$7,175,020.00
Revenue from contributions (total) $0.00$0.00$0.00$0.00
Investment income, current yr$53,570.00$96,533.00$157,475.00$197,048.00$232,074.00
Total revenue from grants, etc., current yr$0.00$0.00$0.00$0.00$0.00
Total unrelated business revenue$0.00$0.00$0.00$0.00$0.00
Other revenue, current yr$6,055.00$73,600.00$152,195.00$159,606.00$147,989.00
Net unrelated business taxable revenue$0.00$0.00$0.00$0.00$0.00
Program service revenue (total)$10,001,895.00$8,402,159.00$7,929,060.00$7,367,955.00$6,794,957.00
Gross receipts$10,061,520.00$8,572,292.00$8,238,730.00$7,724,609.00$7,175,020.00
Other types of revenue
Miscellaneous revenue (total)$6,055.00$73,600.00$152,195.00$159,606.00$147,989.00
Income from dividends, interest, and similar investments$53,570.00$96,533.00$157,475.00$197,048.00$232,074.00
Net rental income $0.00$0.00$0.00$0.00
Expense categories (totals)
Total functional expenses: sum of all$9,416,482.00$10,467,323.00$10,179,995.00$8,320,191.00$7,075,435.00
Fees for services
Legal fees (total)$69,673.00$46,932.00$81,141.00$72,073.00$62,392.00
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
Investment management fees (total)$14,978.00$14,806.00$18,211.00$15,518.00$17,532.00
Assets and liabilities
Total assets$5,778,187.00$5,296,422.00$7,225,514.00$8,826,363.00$9,181,359.00
Total assets, beginning of year$5,296,422.00$7,225,514.00$8,826,363.00$9,181,359.00$8,335,806.00
Total liabilities$1,049,874.00$1,257,659.00$1,236,147.00$1,056,114.00$792,590.00
Total liabilities, beginning of year$1,257,659.00$1,236,147.00$1,056,114.00$792,590.00$96,544.00
Unrestricted net assets, end of yr$4,728,313.00$4,038,763.00$5,989,367.00$7,770,249.00$8,388,769.00
Net assets$4,728,313.00$4,038,763.00$5,989,367.00$7,770,249.00$8,388,769.00
Net assets, beginning of year$4,038,763.00$5,989,367.00$7,770,249.00$8,388,769.00$8,239,262.00
Other liabilities$865,560.00$1,078,571.00$887,338.00$809,683.00$667,265.00
Other assets$96,922.00$600,423.00$331,932.00$367,564.00$125,666.00
Investments: publicly traded securities$1,857,997.00$2,127,161.00$4,411,813.00$5,936,044.00$6,539,653.00
Other financial variables
Revenue less expenses$645,038.00-$1,895,031.00-$1,941,265.00-$595,582.00$99,585.00
Savings & temp cash investment$3,011,312.00$1,788,195.00$1,902,902.00$1,910,058.00$1,846,055.00
Accounts receivable, net$811,956.00$780,643.00$578,867.00$612,697.00$669,985.00
Accounts payable & accrued expenses$184,314.00$179,088.00$348,809.00$246,431.00$125,325.00
Total net assets or fund balances$4,728,313.00$4,038,763.00$5,989,367.00$7,770,249.00$8,388,769.00
Governance and accountability
Number of voting members66666
Number of independent voting members66666
Financial sheets auditedTrueTrueTrueTrueTrue
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2016-01-012015-01-012014-01-012013-01-012012-01-01
Tax year end date2016-12-012015-12-012014-12-012013-12-012012-12-01
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Date e-filing submitted2017-11-152017-01-202015-09-172014-11-182013-09-23
IRS schema version2016v3.02015v2.12014v5.02013v3.02012v2.1
Filing identifier201732699349301358201642879349300969201522259349302637201402889349300825201322149349301252
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