Civic Intelligence

Plumbers and Pipefitters Local Union 9 Welfare Fund

990 • Fiscal year 2015 • EIN 22-2193446

Jul 01, 2014 to Jun 30, 2015 • Filed on May 13, 2016

830 Bear Tavern Road PO Box 1028West Trenton, NJ 08628

(609) 718-1323

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

62nd percentile

0.11x

Higher debt load relative to assets than 62% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

53rd percentile

0.08x

Higher debt load relative to revenue than 53% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Net Margin

85th percentile

25%

Higher net margin than 85% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

90th percentile

$257,871

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Asset Growth

97th percentile

54%

Faster asset growth than 97% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

80th percentile

15%

Faster revenue growth than 80% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Assets

Up

$18,789,314

Up $6,562,413 (+54%) from 2014

Net Assets

Up

$16,736,141

Up $6,563,488 (+65%) from 2014

Liabilities

Down

$2,053,173

Down $1,075 (-0.1%) from 2014

Revenue

Up

$25,706,886

Up $3,336,190 (+15%) from 2014

Expenses

Up

$19,174,797

Up $2,168,786 (+13%) from 2014

Net Income

Up

$6,532,089

Up $1,167,404 (+22%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2010: $10,809,219Liabilities 2010: $2,077,016Net Assets 2010: $8,732,2032010Assets 2011: $9,432,170Liabilities 2011: $2,265,860Net Assets 2011: $7,166,3102011Assets 2012: $8,474,220Liabilities 2012: $2,177,761Net Assets 2012: $6,296,4592012Assets 2013: $6,940,503Liabilities 2013: $2,136,589Net Assets 2013: $4,803,9142013Assets 2014: $12,226,901Liabilities 2014: $2,054,248Net Assets 2014: $10,172,6532014Assets 2015: $18,789,314Liabilities 2015: $2,053,173Net Assets 2015: $16,736,1412015Assets 2016: $23,092,937Liabilities 2016: $2,262,736Net Assets 2016: $20,830,2012016Assets 2017: $25,256,805Liabilities 2017: $2,558,579Net Assets 2017: $22,698,2262017Assets 2018: $28,257,850Liabilities 2018: $3,333,663Net Assets 2018: $24,924,1872018Assets 2019: $30,511,723Liabilities 2019: $2,847,236Net Assets 2019: $27,664,4872019Assets 2020: $35,249,470Liabilities 2020: $3,326,426Net Assets 2020: $31,923,0442020Assets 2021: $33,621,084Liabilities 2021: $3,824,454Net Assets 2021: $29,796,6302021Assets 2022: $32,816,826Liabilities 2022: $3,149,761Net Assets 2022: $29,667,0652022Assets 2023: $33,170,398Liabilities 2023: $3,618,326Net Assets 2023: $29,552,0722023Assets 2024: $39,016,551Liabilities 2024: $4,031,888Net Assets 2024: $34,984,6632024Assets 2025: $43,665,300Liabilities 2025: $4,812,441Net Assets 2025: $38,852,8592025

Highlighted filing

2015

Assets$18,789,314
Liabilities$2,053,173
Net Assets$16,736,141

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$30M$20M$10M$0-$10MExpenses 2010: $25,610,2162010Expenses 2011: $22,202,6662011Expenses 2012: $22,054,8782012Expenses 2013: $21,604,3132013Revenue 2014: $22,370,696Expenses 2014: $17,006,011Net Income 2014: $5,364,6852014Revenue 2015: $25,706,886Expenses 2015: $19,174,797Net Income 2015: $6,532,0892015Revenue 2016: $25,315,455Expenses 2016: $21,163,808Net Income 2016: $4,151,6472016Revenue 2017: $25,728,775Expenses 2017: $23,832,720Net Income 2017: $1,896,0552017Revenue 2018: $27,023,721Expenses 2018: $23,136,090Net Income 2018: $3,887,6312018Revenue 2019: $25,038,400Expenses 2019: $22,931,771Net Income 2019: $2,106,6292019Revenue 2020: $25,961,089Expenses 2020: $22,484,955Net Income 2020: $3,476,1342020Revenue 2021: $22,800,627Expenses 2021: $25,098,746Net Income 2021: -$2,298,1192021Revenue 2022: $27,003,404Expenses 2022: $25,138,803Net Income 2022: $1,864,6012022Revenue 2023: $29,668,428Expenses 2023: $29,022,720Net Income 2023: $645,7082023Revenue 2024: $33,102,079Expenses 2024: $27,669,488Net Income 2024: $5,432,5912024Revenue 2025: $34,452,285Expenses 2025: $31,408,172Net Income 2025: $3,044,1132025

Highlighted filing

2015

Revenue$25,706,886
Expenses$19,174,797
Net Income$6,532,089
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 13, 2016
Return Version
2014v6.0
Gross Receipts
$25,706,886
Mission and Program Overview

Mission

Provide group health benefits for eligible participants and their qualified dependents.

Provide group health benefits for eligible participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$10,172,653$16,736,141▲ $6,563,488
Investments in Publicly Traded Securities$7,728,332$13,850,285▲ $6,121,953
Accounts Receivable$2,180,479$2,506,977▲ $326,498
Cash and Non-Interest-Bearing Accounts$1,663,420$1,798,641▲ $135,221
Savings and Temporary Cash Investments$654,670$633,411▼ $21,259
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$12,226,901$18,789,314▲ $6,562,413
Liabilities
Other Liabilities$1,472,000$1,380,000▼ $92,000
Accounts Payable and Accrued Expenses$582,248$673,173▲ $90,925
Total Liabilities$2,054,248$2,053,173▼ $1,075
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,172,653$16,736,141▲ $6,563,488
Total Liabilities and Net Assets / Fund Balance$12,226,901$18,789,314▲ $6,562,413
Compensation and Service Providers
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$25,338,143
Investment Income
$368,743
Other Revenue
$0
Change in Net Assets
$6,532,089

Audited Revenue Reconciliation

Revenue per Audited Statements
$25,678,736
Revenue Not Reported on Financial Statements
$28,150
Revenue Not Reported on Form 990
$31,399
Total Revenue per Audited Statements
$25,710,135
Total Revenue per Form 990
$25,706,886
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$653,726
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$18,521,071--$18,521,071
Fees for Services Management-$479,772-$479,772
Fees for Services Legal-$56,779-$56,779
Fees for Services Accounting-$42,428-$42,428
Fees for Service Investment Mgmnt Fees-$28,150-$28,150
Office Expenses-$24,726-$24,726
Fees for Services Other-$5,000-$5,000
Conferences and Meetings-$3,994-$3,994
Travel-$2,599-$2,599
Other Expenses-$1,795-$1,795
Total Functional Expenses$18,521,071$653,726$0$19,174,797

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$19,238,647
Total Expenses per Audited Statements$19,238,647
Total Expenses per Form 990$19,174,797
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-63,850
Other Expense Adjustments$-92,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Claim Liabilities Payable$1,380,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

Charles whalen iii, and michael maloney are employees of plumbers local union 9

Form 990, Part VI, Section A, line 7A

Union trustees are appointed by plumbers local union 9 and employer trustees are appointed by the mechanical contractors association of new jersey, inc. Who represents the employers having a contracual relationship with the union

Form 990, Part VI, Section A, line 8B

No such committees existed

Form 990, Part VI, Section B, line 11

A copy of the return has been provided to the trustees for their review and comment prior to it's submission

Form 990, Part VI, Section C, line 18

Governing documents and financial statements are made available upon request or may be examined at the address of the plan

Form 990, Part VI, Section C, line 19

Governing documents and financial statements are made available upon request or may be examined at the address of the plan

Filing and Contact Details

Filer

Filer Name
Plumbers and Pipefitters Local 9 Welfare Fund
EIN
22-2193446
Phone
6097181323
Address
830 BEAR TAVERN ROAD PO BOX 1028, WEST TRENTON, NJ 08628

Signing Officer

Name
Jonathan D Levine
Title
Administrator
Phone
6097181323
Signed
2016-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Maloney
Formed
1977
Legal Domicile
Nj
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
I E Shaffer & Co
Address
830 Bear Tavern Road, West Trenton, NJ 08628
Phone
6097181323
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, Line 2C

There has been no change to the process

Financial Statement Notes

Part XII, Line 4B - Other Adjustments:

Decrease in claims payable -92000.

Raw XML AppendixShowing 400 of 485 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0582248
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0673173
IRS990/AccountsReceivableGrp/BOYAmt02180479
IRS990/AccountsReceivableGrp/EOYAmt02506977
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE GROUP HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTS
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt018521071
IRS990/BenefitsToMembersGrp/TotalAmt018521071
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0I E SHAFFER & CO
IRS990/BooksInCareOfDetail/PhoneNum06097181323
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0830 BEAR TAVERN ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0WEST TRENTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd008628
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt010172653
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt016736141
IRS990/CashNonInterestBearingGrp/BOYAmt01663420
IRS990/CashNonInterestBearingGrp/EOYAmt01798641
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt03994
IRS990/ConferencesMeetingsGrp/TotalAmt03994
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt018521071
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0368743
IRS990/CYOtherExpensesAmt0653726
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt025338143
IRS990/CYRevenuesLessExpensesAmt06532089
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt019174797
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt025706886
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDE GROUP HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTS
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/ExpenseAmt018521071
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt042428
IRS990/FeesForServicesAccountingGrp/TotalAmt042428
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt056779
IRS990/FeesForServicesLegalGrp/TotalAmt056779
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0479772
IRS990/FeesForServicesManagementGrp/TotalAmt0479772
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt05000
IRS990/FeesForServicesOtherGrp/TotalAmt05000
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt028150
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt028150
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt7108350
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt9111329
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0DONALD B RODNER
IRS990/Form990PartVIISectionAGrp/PersonNm1GREGORY GIBSON
IRS990/Form990PartVIISectionAGrp/PersonNm2NICHOLAS SAPNER
IRS990/Form990PartVIISectionAGrp/PersonNm3ROBERT J BREYTA JR
IRS990/Form990PartVIISectionAGrp/PersonNm4MARTY DROBNY
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVID STROBINO
IRS990/Form990PartVIISectionAGrp/PersonNm6BRIAN F KEARNS
IRS990/Form990PartVIISectionAGrp/PersonNm7CHARLES WHALEN III
IRS990/Form990PartVIISectionAGrp/PersonNm8THOMAS P TIGHE
IRS990/Form990PartVIISectionAGrp/PersonNm9MICHAEL MALONEY
IRS990/Form990PartVIISectionAGrp/PersonNm10PATRICK SCHARNITZ
IRS990/Form990PartVIISectionAGrp/PersonNm11THOMAS F PANCONI JR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7133588
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9146542
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01977
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt025706886
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0368743
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0368743
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07728332
IRS990/InvestmentsPubTradedSecGrp/EOYAmt013850285
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NJ
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE GROUP HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt010172653
IRS990/NetAssetsOrFundBalancesEOYAmt016736141
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt031399
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt024726
IRS990/OfficeExpensesGrp/TotalAmt024726
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PCORI FEES
IRS990/OtherExpensesGrp/Desc1PRINTING
IRS990/OtherExpensesGrp/Desc2POSTAGE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05555
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12928
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21795
IRS990/OtherExpensesGrp/TotalAmt05555
IRS990/OtherExpensesGrp/TotalAmt12928
IRS990/OtherExpensesGrp/TotalAmt21795
IRS990/OtherLiabilitiesGrp/BOYAmt01472000
IRS990/OtherLiabilitiesGrp/EOYAmt01380000
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MICHAEL MALONEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0230000
IRS990/ProgramServiceRevenueGrp/BusinessCd1230000
IRS990/ProgramServiceRevenueGrp/BusinessCd2230000
IRS990/ProgramServiceRevenueGrp/BusinessCd3230000
IRS990/ProgramServiceRevenueGrp/BusinessCd4230000
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2CONTRIBUTIONS FROM COL
IRS990/ProgramServiceRevenueGrp/Desc3STOP LOSS REIMBURSEMEN
IRS990/ProgramServiceRevenueGrp/Desc4MISCELLANEOUS INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt022338016
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11581238
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21106251
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3295798
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt416840
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt022338016
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11581238
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21106251
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3295798
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt416840
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt016428311
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0232560
IRS990/PYOtherExpensesAmt0577700
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt022138136
IRS990/PYRevenuesLessExpensesAmt05364685
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt017006011
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt022370696
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt06532089
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt025706886
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0654670
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0633411
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-63850
IRS990ScheduleD/ExpensesSubtotalAmt019238647
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt028150
IRS990ScheduleD/InvestmentExpensesNotIncldAmt028150
IRS990ScheduleD/NetUnrealizedGainsInvstAmt031399
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-92000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01380000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIM LIABILITIES PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt031399
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt028150
IRS990ScheduleD/RevenueSubtotalAmt025678736
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0DECREASE IN CLAIMS PAYABLE -92000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt019174797
IRS990ScheduleD/TotalLiabilityAmt01380000
IRS990ScheduleD/TotalRevenuePerForm990Amt025706886
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt025710135
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt019238647
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0133588
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1146542
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt0108350
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt1111329
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0CHARLES WHALEN III
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1MICHAEL MALONEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0241938
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1257871
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHARLES WHALEN III, AND MICHAEL MALONEY ARE EMPLOYEES OF PLUMBERS LOCAL UNION 9
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNION TRUSTEES ARE APPOINTED BY PLUMBERS LOCAL UNION 9 AND EMPLOYER TRUSTEES ARE APPOINTED BY THE MECHANICAL CONTRACTORS ASSOCIATION OF NEW JERSEY, INC. WHO REPRESENTS THE EMPLOYERS HAVING A CONTRACUAL RELATIONSHIP WITH THE UNION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO SUCH COMMITTEES EXISTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF THE RETURN HAS BEEN PROVIDED TO THE TRUSTEES FOR THEIR REVIEW AND COMMENT PRIOR TO IT'S SUBMISSION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST OR MAY BE EXAMINED AT THE ADDRESS OF THE PLAN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST OR MAY BE EXAMINED AT THE ADDRESS OF THE PLAN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THERE HAS BEEN NO CHANGE TO THE PROCESS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, Line 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PLUMBERS LOCAL 9 UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1PLUMBERS LOCAL 9 PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2PLUMBERS LOCAL 9 SURETY FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3PLUMBERS LOCAL 9 EDUCATION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4PLUMBERS LOCAL 9 COST OF LIVING FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0220583720
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1510219541
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2222383293
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3237015725
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN4456629516
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd4NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE PENSION BENEFITS TO PARTICIPANTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PROVIDE TRAINING AND EDUCATION BENEFITS TO PARTICIPANTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2TO PROVIDE COST OF LIVING ADJUSTMENTS TO PERSONS RECEIVING PENSIONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02 IRON ORE ROAD RT 33
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt12 IRON ORE ROAD RT 33
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt22 IRON ORE ROAD RT 33
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt32 IRON ORE ROAD RT 33
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt42 IRON ORE ROAD RT 33
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ENGLISHTOWN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1ENGLISHTOWN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2ENGLISHTOWN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3ENGLISHTOWN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm4ENGLISHTOWN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd4NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd007726
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd107726
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd207726
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd307726
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd407726
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$43.7$4.81$38.9$34.5$31.4$3.04
2024Detailed filing. Detailed filing data is available for this year.$39.0$4.03$35.0$33.1$27.7$5.43
2023Detailed filing. Detailed filing data is available for this year.$33.2$3.62$29.6$29.7$29.0$0.65
2022Detailed filing. Detailed filing data is available for this year.$32.8$3.15$29.7$27.0$25.1$1.86
2021Detailed filing. Detailed filing data is available for this year.$33.6$3.82$29.8$22.8$25.1$2.30
2020Detailed filing. Detailed filing data is available for this year.$35.2$3.33$31.9$26.0$22.5$3.48
2019Detailed filing. Detailed filing data is available for this year.$30.5$2.85$27.7$25.0$22.9$2.11
2018Detailed filing. Detailed filing data is available for this year.$28.3$3.33$24.9$27.0$23.1$3.89
2017Detailed filing. Detailed filing data is available for this year.$25.3$2.56$22.7$25.7$23.8$1.90
2016Detailed filing. Detailed filing data is available for this year.$23.1$2.26$20.8$25.3$21.2$4.15
2015Detailed filing. Detailed filing data is available for this year.$18.8$2.05$16.7$25.7$19.2$6.53
2014Detailed filing. Detailed filing data is available for this year.$12.2$2.05$10.2$22.4$17.0$5.36
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.94$2.14$4.80$21.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.47$2.18$6.30$22.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.43$2.27$7.17$22.2
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.8$2.08$8.73$25.6