PLUMBERS & STEAMFITTERS MANAGED HEALTH CARE PLAN

Address
401 NEBRASKA STREET
VALLEJO, CA 94590
Contact
Phone: +1 (707) 644-4071
Nonprofit
NTEE: Y43 - Voluntary Employees Beneficiary Associations (Non-Government)
EIN: 94-3203548

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO EMPLOYEES, RETIREES, AND THEIR QUALIFIED BENEFICIARIES.
 201720162015
Basic features of the organization
Year of formation1994
Subsection501(c)(9)
Organization typeTrust
Metropolitan statistical area7362
Human resources, including compensation
Summary compensation info
Sum of reportable (W2/1099) compensation$0.00$0.00$0.00
Number of employees322
Number of people compensated >$100k000
Number of volunteers000
Number of highly compensated contractors000
Personnel
Andrews, Gary
TitleTRUSTEETRUSTEETRUSTEE
Name of key/compensated personGARY ANDREWSGARY ANDREWSGARY ANDREWS
Average hours per week working for org0.200.200.20
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
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Cawley, Bill
TitleCO-CHAIRMANCO-CHAIRMANCO-CHAIRMAN
Name of key/compensated personBILL CAWLEYBILL CAWLEYBILL CAWLEY
Average hours per week working for org0.200.200.20
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
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Compensation, See
TitlePAID BY RELATED ORGANIZATIPAID BY RELATED ORGANIZATIONPAID BY RELATED ORGANIZATION
Name of key/compensated personSEE SCHEDULE O FOR COMPENSATIONSEE SCHEDULE O FOR COMPENSATIONSEE SCHEDULE O FOR COMPENSATION
Average hours per week working for org0.000.001.00
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
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $1.00$1.00$1.00
Hall, Alex
TitleTRUSTEE  
Name of key/compensated personALEX HALL  
Average hours per week working for org0.20  
Reportable compensation from org$0.00  
Other comp, non-reportable, from org and related orgs$0.00  
PositionIndividual trustee or director  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  
McCall, Steven
TitleCHAIRMANCHAIRMANCHAIRMAN
Name of key/compensated personSTEVEN MCCALLSTEVEN MCCALLSTEVEN MCCALL
Average hours per week working for org0.200.200.20
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
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Mitchell, Ronald
TitleTRUSTEETRUSTEE 
Name of key/compensated personRONALD MITCHELLRONALD MITCHELL 
Average hours per week working for org0.200.20 
Reportable compensation from org$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00 
PositionIndividual trustee or directorIndividual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Savage, Eric
TitleTRUSTEETRUSTEETRUSTEE
Name of key/compensated personERIC SAVAGEERIC SAVAGEERIC SAVAGE
Average hours per week working for org0.200.200.20
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
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Schulz, Paul
TitleTRUSTEETRUSTEETRUSTEE
Name of key/compensated personPAUL SCHULZPAUL SCHULZPAUL SCHULZ
Average hours per week working for org0.200.200.20
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
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Strawbridge, Scott
Title  TRUSTEE
Name of key/compensated person  SCOTT STRAWBRIDGE
Average hours per week working for org  0.20
Reportable compensation from org  $0.00
Other comp, non-reportable, from org and related orgs  $0.00
Position  Individual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00
Purpose: mission, activities & accomplishments
Mission or significant activitiesTO PROVIDE HEALTH AND WELFARE BENEFITS.TO PROVIDE HEALTH AND WELFARE BENEFITS.TO PROVIDE HEALTH AND WELFARE BENEFITS.
Programs, including revenue & expenses
PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
Program descriptionPROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
Financial data
Expense categories (totals)
Sum (total functional expenses)$5,576,376.00$5,595,097.00$4,756,610.00
Revenue
Total revenue$6,526,302.00$6,240,668.00$4,720,139.00
Program service revenue (total)$6,407,813.00$6,138,700.00$4,661,681.00
Revenue from contributions (total)  $0.00
Investment income$118,489.00$101,968.00$58,458.00
Total unrelated business revenue$0.00$0.00$0.00
Other revenue, current yr$0.00$0.00$0.00
Net unrelated business taxable revenue$0.00$0.00$0.00
Total revenue from grants, etc., current yr$0.00$0.00$0.00
Gross receipts$7,376,302.00$6,240,668.00$11,162,566.00
Other types of revenue
Income from dividends, interest, and similar investments$114,882.00$99,675.00$85,325.00
Net rental income  $0.00
Fees for services
Legal fees (total)$18,572.00$16,147.00$20,251.00
Fundraising service fees (total)$0.00$0.00$0.00
General management fees (total)$96,708.00$79,977.00$78,456.00
Investment management fees (total)$5,000.00$5,000.00$5,120.00
Accounting service fees (total)$50,958.00$41,860.00$31,852.00
Assets and liabilities
Total assets$7,866,137.00$6,797,404.00$5,725,404.00
Total assets, beginning of year$6,797,404.00$5,725,404.00$5,823,735.00
Total liabilities$2,140,522.00$2,077,916.00$1,715,762.00
Total liabilities, beginning of year$2,077,916.00$1,715,762.00$1,779,868.00
Net assets$5,725,615.00$4,719,488.00$4,009,642.00
Net assets, beginning of year$4,719,488.00$4,009,642.00$4,043,867.00
Other liabilities$2,056,000.00$2,007,000.00$1,642,000.00
Investments: publicly traded securities$5,566,880.00$4,543,095.00$4,377,346.00
Other financial variables
Revenue less expenses$949,926.00$645,571.00-$36,471.00
Savings & temp cash investment$1,418,257.00$1,301,309.00$666,058.00
Accounts receivable, net$504,000.00$555,000.00$323,000.00
Prepaid expenses & deferred charges$377,000.00$398,000.00$359,000.00
Accounts payable & accrued expenses$84,522.00$70,916.00$73,762.00
Total net assets or fund balances$5,725,615.00$4,719,488.00$4,009,642.00
Governance and accountability
Number of voting members666
Number of independent voting members000
Financial sheets auditedTrueTrueTrue
Tax year start date2016-07-012015-07-012014-07-01
Tax year end date2017-06-302016-06-302015-06-30
Accounting methodAccrualAccrualAccrual
Metadata about the filing
E-return type990990990
Date e-filing submitted2018-04-232017-08-162016-07-21
IRS schema version2016v3.02015v3.02014v6.0
Filing identifier201841009349300929201730879349300723201620629349300342
Use these data in your project Benchmark this organization against its peers