Liabilities / Assets
27th percentile
Tied with the lowest-debt nonprofits in its peer group.
EIN 31-0619689 • 501(c)9 • Dayton, OH
Profile
To provide health & prescription drug benefits to covered members, retirees and dependants.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
27th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
31st percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
84th percentile
Higher net margin than 84% of similar nonprofits.
Top Officer Pay
48th percentile
Higher top officer pay than 48% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
97th percentile
Faster asset growth than 97% of similar nonprofits.
Revenue Growth
90th percentile
Faster revenue growth than 90% of similar nonprofits.
Assets
Up$13,194,262
Up $4,406,483 (+50%) from 2023
Liabilities
Down$145
Down $1,804 (-93%) from 2023
Net Assets
Up$13,194,117
Up $4,408,287 (+50%) from 2023
Revenue
Up$12,419,994
Up $2,459,090 (+25%) from 2023
Expenses
Down$8,549,273
Down $355,476 (-4.0%) from 2023
Net Income
Up$3,870,721
Up $2,814,566 (+266%) from 2023
Most recent year
2024 • Form 990Detailed filing. Detailed filing data is available for this year.
To provide health and prescription drug benefits to covered members, retirees and dependents.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $8,785,830 | $13,194,117 | ▲ $4,408,287 |
| Investments in Publicly Traded Securities | $7,427,160 | $11,399,121 | ▲ $3,971,961 |
| Cash and Non-Interest-Bearing Accounts | $1,355,695 | $1,790,217 | ▲ $434,522 |
| Prepaid Expenses and Deferred Charges | $1,443 | $1,443 | → $0 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $8,787,779 | $13,194,262 | ▲ $4,406,483 |
| Other Assets Total | $3,481 | $3,481 | → $0 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $1,949 | $145 | ▼ $1,804 |
| Total Liabilities | $1,949 | $145 | ▼ $1,804 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $8,785,830 | $13,194,117 | ▲ $4,408,287 |
| Total Liabilities and Net Assets / Fund Balance | $8,787,779 | $13,194,262 | ▲ $4,406,483 |
| Name | Title |
|---|---|
| Doug Mayse | Contractor Trustee |
| Greg Hobbs | Contractor Trustee |
| Howard Krisher | Contractor Trustee |
| Sarah Brogan | Contractor Trustee |
| Valerie Pope Alternate Trustee | Contractor Trustee |
| Dave Seubert | Union Trustee |
| Mark Terrill | Union Trustee |
| Line Item | Amount |
|---|---|
| Other Expenses | $261,210 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $8,288,063 |
| Fees for Services Management | - | - | - | $84,300 |
| Fees for Services Other | - | - | - | $68,375 |
| Fees for Services Legal | - | - | - | $38,597 |
| Fees for Services Accounting | - | - | - | $32,551 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $18,504 |
| Insurance | - | - | - | $6,980 |
| Occupancy | - | - | - | $3,625 |
| Other Expenses | - | - | - | $749 |
| Travel | - | - | - | $304 |
| Office Expenses | - | - | - | $229 |
| Total Functional Expenses | $0 | $0 | $0 | $8,549,273 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $8,549,273 |
| Expenses per Audited Statements | $8,530,769 |
| Total Expenses per Audited Statements | $8,530,769 |
| Expenses Not Reported on Financial Statements | $18,504 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“The chair and/or designated representative of the board of trustees are provided a copy of form 990 by the administrator to review prior to filing.”
“Conflicts of interest are detailed in prohibited transaction regulations under erisa. In addition, a policy specifically drafted for the plan is in place. The plan's legal counsel continually monitors the plan and its trustees for possible conflicts of interest. A member of the plan's legal counsel attends each meeting of the trustees and monitors on an "as needed" basis for any activity that could give rise to potential conflicts of interest.”
“The trustees evaluate and adjust the compensation of the administrative manager and other staff utilizing local market knowledge and evaluation of job performance.”
“The plan's form 990 is available to the public through various websites such as guidestar and the form 5500 is available to the public through free erisa and the dol's website. The plan would also provide such information returns upon written request. Governing documents are not provided to the public.”
“MODIFIED CASH BASIS”
“No changes from prior year.”
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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 1949 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 145 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | TO PROVIDE HEALTH AND PRESCRIPTION DRUG BENEFITS TO COVERED MEMBERS, RETIREES AND DEPENDENTS. |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 8288063 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | HEALTHSCOPE BENEFITS |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 9374615652 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1200 E SECOND STREET |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | DAYTON |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 454031049 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 1355695 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 1790217 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 1 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 8288063 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 296775 |
| IRS990/CYOtherExpensesAmt | 0 | 261210 |
| IRS990/CYOtherRevenueAmt | 0 | 2176 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 12121043 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 3870721 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 8549273 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 12419994 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | PROVIDE SELF FUNDED HEALTH INSURANCE BENEFITS TO ELIGIBLE PARTICIPANTS, DEPENDENTS, AND RETIREES OF PLUMBERS AND PIPEFITTERS' LOCAL 162. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 32551 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 38597 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 84300 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 68375 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 18504 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | DAVE SEUBERT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | MARK TERRILL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | SARAH BROGAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | GREG HOBBS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | HOWARD KRISHER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | DOUG MAYSE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | VALERIE POPE ALTERNATE TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | UNION TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | UNION TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | CONTRACTOR TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | CONTRACTOR TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | CONTRACTOR TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | CONTRACTOR TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | CONTRACTOR TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/Form990TFiledInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1961 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 7 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 12419994 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 7 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InsuranceGrp/TotalAmt | 0 | 6980 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 296775 |
| IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt | 0 | 296775 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 7427160 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 11399121 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | OH |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingOtherInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | TO PROVIDE HEALTH AND PRESCRIPTION DRUG BENEFITS TO COVERED MEMBERS, RETIREES AND DEPENDENTS. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 8785830 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 13194117 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 537566 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 3625 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 229 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 3481 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 3481 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | POSTAGE AND PRINTING |
| IRS990/OtherExpensesGrp/Desc | 1 | BANK SERVICE CHARGES |
| IRS990/OtherExpensesGrp/Desc | 2 | DUES AND SUBSCRIPTIONS |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 4748 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 2248 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 749 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 525100 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | SETTLEMENT INCOME |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 2176 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 2176 |
| IRS990/OtherRevenueTotalAmt | 0 | 2176 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 1443 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 1443 |
| IRS990/PrincipalOfficerNm | 0 | MEL COX |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 525100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 525100 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | EMPLOYEE CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 11864819 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 256224 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 11864819 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 256224 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 8667776 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 124757 |
| IRS990/PYOtherExpensesAmt | 0 | 236973 |
| IRS990/PYOtherRevenueAmt | 0 | 819 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 9835328 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 1056155 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 8904749 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 9960904 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 3870721 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 8785830 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 13194117 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 18504 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 8530769 |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 18504 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 18504 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 537566 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 537566 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 18504 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 12401490 |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 8549273 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 12419994 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 12939056 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 8530769 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE CHAIR AND/OR DESIGNATED REPRESENTATIVE OF THE BOARD OF TRUSTEES ARE PROVIDED A COPY OF FORM 990 BY THE ADMINISTRATOR TO REVIEW PRIOR TO FILING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | CONFLICTS OF INTEREST ARE DETAILED IN PROHIBITED TRANSACTION REGULATIONS UNDER ERISA. IN ADDITION, A POLICY SPECIFICALLY DRAFTED FOR THE PLAN IS IN PLACE. THE PLAN'S LEGAL COUNSEL CONTINUALLY MONITORS THE PLAN AND ITS TRUSTEES FOR POSSIBLE CONFLICTS OF INTEREST. A MEMBER OF THE PLAN'S LEGAL COUNSEL ATTENDS EACH MEETING OF THE TRUSTEES AND MONITORS ON AN "AS NEEDED" BASIS FOR ANY ACTIVITY THAT COULD GIVE RISE TO POTENTIAL CONFLICTS OF INTEREST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE TRUSTEES EVALUATE AND ADJUST THE COMPENSATION OF THE ADMINISTRATIVE MANAGER AND OTHER STAFF UTILIZING LOCAL MARKET KNOWLEDGE AND EVALUATION OF JOB PERFORMANCE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE PLAN'S FORM 990 IS AVAILABLE TO THE PUBLIC THROUGH VARIOUS WEBSITES SUCH AS GUIDESTAR AND THE FORM 5500 IS AVAILABLE TO THE PUBLIC THROUGH FREE ERISA AND THE DOL'S WEBSITE. THE PLAN WOULD ALSO PROVIDE SUCH INFORMATION RETURNS UPON WRITTEN REQUEST. GOVERNING DOCUMENTS ARE NOT PROVIDED TO THE PUBLIC. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | MODIFIED CASH BASIS |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | NO CHANGES FROM PRIOR YEAR. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 15 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART XII, LINE 1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PART XII, LINE 2C |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 1 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd | 0 | N/A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd | 1 | N/A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | PLUMBERS' & PIPEFITTERS' LOCAL 162 PENSION PLAN |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 1 | PLUMBERS' & PIPEFITTERS' LOCAL 162 RETIREMENT SAVINGS PLAN |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 316125999 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 1 | 311387429 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501C |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 1 | 501C |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | OH |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 1 | OH |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | PENSION PLAN |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 1 | RETIREMENT SAVINGS PLAN |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | 1200 E SECOND STREET |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 1 | 1200 E SECOND STREET |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | DAYTON |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 1 | DAYTON |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 1 | OH |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 45403 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 1 | 45403 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 1 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 1 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 1 |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 8787779 |
| IRS990/TotalAssetsEOYAmt | 0 | 13194262 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 8787779 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 13194262 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 8549273 |
| IRS990/TotalGrossUBIAmt | 0 | 296775 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 1949 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 145 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 1949 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 145 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 8785830 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 13194117 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 12121043 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 12123219 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 12419994 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 296775 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 8787779 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 13194262 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TravelGrp/TotalAmt | 0 | 304 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 1 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 1200 E SECOND STREET |
| IRS990/USAddress/CityNm | 0 | DAYTON |
| IRS990/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990/USAddress/ZIPCd | 0 | 454031049 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 7 |
| IRS990/VotingMembersIndependentCnt | 0 | 7 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 1 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | MEL COX |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PLAN ADMINISTRATOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9374615652 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-04-03 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | PLUMBERS & PIPEFITTERS LOCAL 162 HEALTH |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | & INSURANCE FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PLUM |
| ReturnHeader/Filer/EIN | 0 | 310619689 |
| ReturnHeader/Filer/PhoneNum | 0 | 9374615652 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1200 E SECOND STREET |
| ReturnHeader/Filer/USAddress/CityNm | 0 | DAYTON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OH |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 454031049 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 310800053 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CLARK SCHAEFER HACKETT & CO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 10100 INNOVATION DRIVE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | DAYTON |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 45342 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9372260070 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-04-03 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | NATOSHA CARR |
| ReturnHeader/ReturnTs | 0 | 2025-04-04T10:14:49-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-06-30 |
| ReturnHeader/TaxYr | 0 | 2023 |
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