Plumbers & Pipefitters Local No 421 Health and Welfare Fund

Address
2010 NW 150th Avenue Room 100
Pembroke Pines, FL 33028
Contact
Phone: +1 (800) 842-5899
Nonprofit
NTEE: E11 - Single Organization Support
EIN: 56-6085074

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
 20162015201420132012
Basic features of the organization
Year of formation1967
Metropolitan statistical area4992
Form of organization
TrustTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$0.00$0.00$0.00$0.00$0.00
Number of employees00000
Personnel
Bush, Reggie
TitleTrusteeTrusteeTrusteeTrustee 
Name of key/compensated personReggie BushReggie BushReggie BushReggie Bush 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org001.00001.00001.00001.00 
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 
Average hours per week working for related orgs001.00001.00   
Deloach, David
Title   TrusteeTrustee
Name of key/compensated person   David DeloachDavid Deloach
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   001.00001.00
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
Garrett, Caroll
TitleTrusteeTrusteeTrusteeTrustee 
Name of key/compensated personCaroll GarrettCaroll GarrettCaroll GarrettCaroll Garrett 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org001.00001.00001.00001.00 
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 
Average hours per week working for related orgs001.00001.00   
Gauldin, Zane
TitleTrusteeTrusteeTrusteeTrusteeTrustee
Name of key/compensated personZane GauldinZane GauldinZane GauldinZane GauldinZane Gauldin
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org001.00001.00001.00001.00001.00
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
Average hours per week working for related orgs001.00001.00   
Howard, Perry
TitleTrusteeTrusteeTrusteeTrusteeTrustee
Name of key/compensated personPerry HowardPerry HowardPerry HowardPerry HowardPerry Howard
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org001.00001.00001.00001.00001.00
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
Average hours per week working for related orgs001.00001.00   
Huges, Robert
Title    Trustee
Name of key/compensated person    Robert Huges
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    001.00
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
Hughes, Robert
TitleTrusteeTrusteeTrusteeTrustee 
Name of key/compensated personRobert HughesRobert HughesRobert HughesRobert Hughes 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org001.00001.00001.00001.00 
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 
Average hours per week working for related orgs001.00001.00   
Kinley, Gary
Title   TrusteeTrustee
Name of key/compensated person   Gary KinleyGary Kinley
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   001.00001.00
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
Morgan, Jeffery
TitleTrusteeTrusteeTrusteeTrusteeTrustee
Name of key/compensated personJeffery MorganJeffery MorganJeffery MorganJeffery MorganJeffery Morgan
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org001.00001.00001.00001.00001.00
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
Average hours per week working for related orgs001.00001.00   
Schroer, Matt
Title    Trustee
Name of key/compensated person    Matt Schroer
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    001.00
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
Smith, Steve
TitleTrusteeTrustee   
Name of key/compensated personSteve SmithSteve Smith   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org001.00001.00   
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   
Average hours per week working for related orgs001.00001.00   
Stroer, Matt
TitleTrusteeTrusteeTrusteeTrustee 
Name of key/compensated personMatt StroerMatt StroerMatt StroerMatt Stroer 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org001.00001.00001.00001.00 
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 
Average hours per week working for related orgs001.00001.00   
Weaver, Jack
Title  TrusteeTrusteeTrustee
Name of key/compensated person  Jack WeaverJack WeaverJack Weaver
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org  001.00001.00001.00
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
Purpose: mission, activities, & accomplishments
Mission or significant activitiesThe Funds purpose is to provide health and welfare benefits to eligible participants and their dependents under terms of various collective bargaining and participating agreements between the various employers and the Plumbers and Pipefitters Local Union No. 421The Funds purpose is to provide health and welfare benefits to eligible participants and their dependents under terms of various collective bargaining and participating agreements between the various employers and the Plumbers and Pipefitters Local Union No. 421The Funds purpose is to provide health and welfare benefits to eligible participants and their dependents under terms of various collective bargaining and participating agreements between the various employers and the Plumbers and Pipefitters Local Union No. 421The Funds purpose is to provide health and welfare benefits to eligible participants and their dependents under terms of various collective bargaining and participating agreements between the various employers and the Plumbers and Pipefitters Local Union No. 421The Funds purpose is to provide health and welfare benefits to eligible participants and their dependents under terms of various collective bargaining and participating agreements between the various employers and the Plumbers and Pipefitters Local Union No. 421
Program service expenses, total$10,893,054.00$11,512,773.00$11,064,743.00$9,137,051.00$8,865,618.00
Programs, including revenue & expenses
The Fund provides medical, dental, disability, vision, prescription drug and death benefits to eligible participants.
Program expenses$10,893,054.00$11,512,773.00$11,064,743.00$9,137,051.00$8,865,618.00
Program descriptionThe Fund provides medical, dental, disability, vision, prescription drug and death benefits to eligible participants.The Fund provides medical, dental, disability, vision, prescription drug and death benefits to eligible participants.The Fund provides medical, dental, disability, vision, prescription drug and death benefits to eligible participants.The Fund provides medical, dental, disability, vision, prescription drug and death benefits to eligible participants.The Fund provides medical, dental, disability, vision, prescription drug and death benefits to eligible participants.
Financial data
Revenue
Total revenue$12,502,068.00$11,564,909.00$11,769,926.00$10,587,711.00$8,808,145.00
Revenue from contributions (total) $0.00$0.00$0.00$0.00
Investment income, current yr$507,672.00$275,029.00$441,377.00$309,684.00$292,914.00
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$0.00$0.00$0.00$0.00$0.00
Program service revenue (total)$11,994,396.00$11,289,880.00$11,328,549.00$10,278,027.00$8,515,231.00
Gross receipts$30,102,477.00$15,829,305.00$19,163,925.00$18,408,151.00$28,110,509.00
Other types of revenue
Income from dividends, interest, and similar investments$264,118.00$184,916.00$171,023.00$172,171.00$194,175.00
Net rental income $0.00$0.00$0.00$0.00
Expense categories (totals)
Total functional expenses: sum of all$10,893,054.00$11,512,773.00$11,593,623.00$9,854,229.00$9,375,236.00
Total functional expenses: program service $10,893,054.00$11,512,773.00$11,064,743.00$9,137,051.00$8,865,618.00
Total functional expenses: management and general  $528,880.00$717,178.00$509,618.00
Fees for services
Lobbying fees (total)$0.00$0.00$0.00$0.00$0.00
Legal fees (total)$55,328.00$51,730.00$54,045.00$118,530.00$80,066.00
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
General management fees (total)$223,267.00$229,434.00$217,246.00$231,275.00$209,542.00
Investment management fees (total)$62,919.00$63,742.00$63,054.00$57,447.00$51,498.00
Assets and liabilities
Total assets$16,584,930.00$14,753,549.00$15,066,851.00$14,773,114.00$12,650,248.00
Total assets, beginning of year$14,753,549.00$15,066,851.00$14,773,114.00$12,650,248.00$12,850,759.00
Total liabilities$4,277,155.00$3,933,007.00$3,920,933.00$3,715,027.00$2,944,250.00
Total liabilities, beginning of year$3,933,007.00$3,920,933.00$3,715,027.00$2,944,250.00$2,828,673.00
Unrestricted net assets, end of yr$12,307,775.00    
Net assets$12,307,775.00$10,820,542.00$11,145,918.00$11,058,087.00$9,705,998.00
Net assets, beginning of year$10,820,542.00$11,145,918.00$11,058,087.00$9,705,998.00$10,022,086.00
Other liabilities$4,122,000.00$3,736,000.00$3,781,000.00$3,484,000.00$2,735,000.00
Investments: publicly traded securities$13,153,158.00$11,725,321.00$11,478,392.00$11,199,458.00$10,412,584.00
Other financial variables
Revenue less expenses$1,609,014.00$52,136.00$176,303.00$733,482.00-$567,091.00
Advertising (total)$0.00$0.00$0.00$0.00$0.00
Savings & temp cash investment$2,122,418.00$1,993,156.00$2,321,296.00$2,367,672.00$1,264,318.00
Accounts receivable, net$1,309,354.00$1,020,136.00$1,254,187.00$1,191,391.00$973,346.00
Prepaid expenses & deferred charges $14,936.00$12,976.00$14,593.00 
Accounts payable & accrued expenses$155,155.00$197,007.00$139,933.00$231,027.00$209,250.00
Total net assets or fund balances$12,307,775.00$10,820,542.00$11,145,918.00$11,058,087.00$9,705,998.00
Depreciation, depletion, amortization$0.00$0.00$0.00$0.00$0.00
Payment to affiliates$0.00$0.00$0.00$0.00$0.00
Governance and accountability
Number of voting members88888
Number of independent voting members88888
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
Reason for form submission
Address change    True
Date e-filing submitted2018-01-052017-03-292016-02-052014-12-012013-12-16
IRS schema version2016v3.02015v2.12014v5.02013v3.12012v2.2
Filing identifier201733189349310653201623199349303112201523159349302607201443019349300714201323169349302942
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