Civic Intelligence

Plumbers and Steamfitters Local 440 Health & Welfare Plan

990 • Fiscal year 2019 • EIN 35-1899607

Jun 01, 2018 to May 31, 2019 • Filed on Dec 19, 2019

Organization ProfileN/A

View Organization Page

3440 Kossuth Street PO Box 5769Lafayette, IN 47903-5769

(765) 447-8803

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.64x

Higher debt load relative to assets than 93% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

92nd percentile

0.53x

Higher debt load relative to revenue than 92% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Net Margin

39th percentile

2.5%

Higher net margin than 39% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Asset Growth

27th percentile

3.0%

Faster asset growth than 27% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

61st percentile

7.6%

Faster revenue growth than 61% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$22,357,794

Up $643,524 (+3.0%) from 2018

Net Assets

Up

$8,052,296

Up $629,575 (+8.5%) from 2018

Liabilities

Up

$14,305,498

Up $13,949 (+0.1%) from 2018

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin39th percentile

Revenue

Up

$27,161,382

Up $1,916,132 (+7.6%) from 2018

Expenses

Up

$26,476,561

Up $1,023,993 (+4.0%) from 2018

Net Income

Up

$684,821

Up $892,139 (+430%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$80M$60M$40M$20M$0Assets 2010: $16,706,657Liabilities 2010: $7,100,484Net Assets 2010: $9,606,1732010Assets 2011: $19,220,991Liabilities 2011: $7,145,935Net Assets 2011: $12,075,0562011Assets 2012: $21,884,569Liabilities 2012: $8,033,037Net Assets 2012: $13,851,5322012Assets 2013: $22,124,907Liabilities 2013: $9,088,393Net Assets 2013: $13,036,5142013Assets 2014: $24,044,287Liabilities 2014: $7,649,461Net Assets 2014: $16,394,8262014Assets 2015: $24,077,385Liabilities 2015: $9,294,186Net Assets 2015: $14,783,1992015Assets 2016: $22,440,551Liabilities 2016: $12,103,089Net Assets 2016: $10,337,4622016Assets 2017: $21,263,538Liabilities 2017: $13,461,859Net Assets 2017: $7,801,6792017Assets 2018: $21,714,270Liabilities 2018: $14,291,549Net Assets 2018: $7,422,7212018Assets 2019: $22,357,794Liabilities 2019: $14,305,498Net Assets 2019: $8,052,2962019Assets 2020: $27,039,614Liabilities 2020: $17,922,174Net Assets 2020: $9,117,4402020Assets 2021: $30,185,686Liabilities 2021: $18,650,122Net Assets 2021: $11,535,5642021Assets 2022: $31,106,219Liabilities 2022: $18,232,323Net Assets 2022: $12,873,8962022Assets 2023: $38,453,071Liabilities 2023: $19,307,970Net Assets 2023: $19,145,1012023Assets 2024: $53,864,036Liabilities 2024: $24,939,655Net Assets 2024: $28,924,3812024Assets 2025: $61,554,145Liabilities 2025: $31,838,605Net Assets 2025: $29,715,5402025

Highlighted filing

2019

Assets$22,357,794
Liabilities$14,305,498
Net Assets$8,052,296
Open 2019 Filing

Operations Trend

Revenue Growth61st percentile

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

$60M$40M$20M$0-$20MExpenses 2010: $17,050,4592010Expenses 2011: $17,120,8122011Expenses 2012: $18,613,5622012Expenses 2013: $21,011,5052013Revenue 2014: $20,759,282Expenses 2014: $17,248,304Net Income 2014: $3,510,9782014Revenue 2015: $20,301,404Expenses 2015: $22,090,889Net Income 2015: -$1,789,4852015Revenue 2016: $21,278,518Expenses 2016: $25,197,790Net Income 2016: -$3,919,2722016Revenue 2017: $22,685,350Expenses 2017: $25,902,288Net Income 2017: -$3,216,9382017Revenue 2018: $25,245,250Expenses 2018: $25,452,568Net Income 2018: -$207,3182018Revenue 2019: $27,161,382Expenses 2019: $26,476,561Net Income 2019: $684,8212019Revenue 2020: $29,423,995Expenses 2020: $28,886,666Net Income 2020: $537,3292020Revenue 2021: $33,263,600Expenses 2021: $30,512,624Net Income 2021: $2,750,9762021Revenue 2022: $30,642,055Expenses 2022: $27,454,969Net Income 2022: $3,187,0862022Revenue 2023: $35,758,333Expenses 2023: $29,145,364Net Income 2023: $6,612,9692023Revenue 2024: $45,396,755Expenses 2024: $37,804,001Net Income 2024: $7,592,7542024Revenue 2025: $50,507,606Expenses 2025: $50,905,973Net Income 2025: -$398,3672025

Highlighted filing

2019

Revenue$27,161,382
Expenses$26,476,561
Net Income$684,821
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Dec 19, 2019
Return Version
2018v3.1
Gross Receipts
$34,761,548
Mission and Program Overview

Mission

To provide health and welfare benefits to participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$15,050,454$15,567,719▲ $517,265
Rtn Earn Endowment Incm Other Fnds$7,422,721$8,052,296▲ $629,575
Accounts Receivable$2,660,384$3,517,162▲ $856,778
Cash and Non-Interest-Bearing Accounts$3,486,408$2,725,798▼ $760,610
Prepaid Expenses and Deferred Charges$173,613$256,064▲ $82,451
Land, Buildings, and Equipment, Net$173,416$170,581▼ $2,835
Savings and Temporary Cash Investments$169,995$120,470▼ $49,525
Total Assets$21,714,270$22,357,794▲ $643,524
Liabilities
Other Liabilities$14,007,330$14,122,382▲ $115,052
Accounts Payable and Accrued Expenses$284,219$183,116▼ $101,103
Total Liabilities$14,291,549$14,305,498▲ $13,949
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,422,721$8,052,296▲ $629,575
Total Liabilities and Net Assets / Fund Balance$21,714,270$22,357,794▲ $643,524

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$161,973$15,761$177,734
Equipment$8,608$4,532$13,140
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Greg FullerChairman
Jack NealTrustee
John RayburnTrustee
Michael RussellTrustee
Robert StienekerTrustee
James JohnsonSecretary/tr

Highest Paid Contractors

ContractorServicesLocationCompensation
United Healthcare InsuranceMedicare Drug4316 RICE LAKE RD, Duluth, MN 55811$970,784
Activate HealthcareClinic Services5550 S EAST ST, Indianapolis, IN 46227$808,850
Anthem Blue Cross And Blue ShieldPpo Fees220 VIRGINIA AVENUE, Indianapolis, IN 46204$691,787
Stewart C Miller & Company INCAdministrative3440 KOSSUTH STREET, Lafayette, IN 47903$590,314
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$26,549,302
Investment Income
$610,889
Other Revenue
$1,191
Change in Net Assets
$684,821

Audited Revenue Reconciliation

Revenue per Audited Statements
$27,115,807
Revenue Not Reported on Financial Statements
$45,575
Revenue Not Reported on Form 990
$-55,246
Total Revenue per Audited Statements
$27,060,561
Total Revenue per Form 990
$27,161,382
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,484,358
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---$24,992,203
Fees for Service Investment Mgmnt Fees---$45,575
Fees for Services Other---$41,125
Office Expenses---$40,652
Fees for Services Accounting---$13,667
Other Expenses---$8,389
Insurance---$7,196
Fees for Services Legal---$6,757
Depreciation Depletion---$6,022
Conferences and Meetings---$5,301
All Other Expenses---$438
Total Functional Expenses$0$0$0$26,476,561

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$26,476,561
Expenses per Audited Statements$26,430,986
Total Expenses per Audited Statements$26,430,986
Expenses Not Reported on Financial Statements$45,575
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
Accumulated Eligibility Credits$9,839,000
Claims Incurred But Not Reported$3,633,993
Medical Claims Payable$567,007
Prescription Drug Payable$82,382
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI

“Section b: lines 13 and 14 - policy the board of trustees and the plan conform with erisa rules and regulations with regards to the written whistleblower policy and document retention and destruction policy.”

Form 990, Page 6, Part VI, Line 3

“The board of trustees has outsourced the day to day administration of the plan to stewart c. Miller and company, inc., third party administrators.”

Form 990, Page 6, Part VI, Line 11B

“Form 990 is available to each trustee prior to filing with the internal revenue service.”

Form 990, Page 6, Part VI, Line 12C

“The board of trustees and plan conform with erisa rules and regulations with respect to monitoring and enforcing compliance with the conflict of interest policy.”

Form 990, Page 6, Part VI, Line 19

“The plan makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. The board of trustees and plan conform with erisa rules and regulations relating to this matter.”

Filing and Contact Details

Filer

Filer Name
Plumbers and Steamfitters Local 440
EIN
35-1899607
Phone
7654478803
Address
3440 KOSSUTH STREET PO BOX 5769, LAFAYETTE, IN 47903-5769

Signing Officer

Name
James Johnson
Title
Secretary/treasurer
Phone
7654478803
Signed
2019-12-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Johnson
Formed
1993
Legal Domicile
In
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
L M Henderson & Company Llp
Address
450 E 96TH ST STE 200, INDIANAPOLIS, IN 46240
Preparer
Michelle L Zimmerman
Phone
3175661000
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“The plan obtained its latest determination letter on april 11, 1994, in which the internal revenue service stated that the plan, as then designed, was in compliance with the applicable requirements of the internal revenue code (code). The plan has been amended since receiving the determination letter. However, the plan administrator and the plan's tax counsel believe that the plan is currently designed and being operated in compliance with the applicable requirements of the code. Therefore, they believe that the plan was qualified and the related trust was tax-exempt under section 501 (c)(9) as of the financial statement date. The plan is subject for a period of three years from the date the form 5500 was filed.”

Raw XML AppendixShowing 400 of 610 raw XML fields

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN OBTAINED ITS LATEST DETERMINATION LETTER ON APRIL 11, 1994, IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE PLAN, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE (CODE). THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR AND THE PLAN'S TAX COUNSEL BELIEVE THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE CODE. THEREFORE, THEY BELIEVE THAT THE PLAN WAS QUALIFIED AND THE RELATED TRUST WAS TAX-EXEMPT UNDER SECTION 501 (C)(9) AS OF THE FINANCIAL STATEMENT DATE. THE PLAN IS SUBJECT FOR A PERIOD OF THREE YEARS FROM THE DATE THE FORM 5500 WAS FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SECTION B: LINES 13 AND 14 - POLICY THE BOARD OF TRUSTEES AND THE PLAN CONFORM WITH ERISA RULES AND REGULATIONS WITH REGARDS TO THE WRITTEN WHISTLEBLOWER POLICY AND DOCUMENT RETENTION AND DESTRUCTION POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES HAS OUTSOURCED THE DAY TO DAY ADMINISTRATION OF THE PLAN TO STEWART C. MILLER AND COMPANY, INC., THIRD PARTY ADMINISTRATORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS AVAILABLE TO EACH TRUSTEE PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF TRUSTEES AND PLAN CONFORM WITH ERISA RULES AND REGULATIONS WITH RESPECT TO MONITORING AND ENFORCING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PLAN MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE BOARD OF TRUSTEES AND PLAN CONFORM WITH ERISA RULES AND REGULATIONS RELATING TO THIS MATTER.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,357,794
Liabilities
$14,305,498
Net assets
$8,052,296
Revenue
$27,161,382
Expenses
$26,476,561
Net income
$684,821
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$61.6$31.8$29.7$50.5$50.9$0.40
2024Detailed filing. Detailed filing data is available for this year.$53.9$24.9$28.9$45.4$37.8$7.59
2023Detailed filing. Detailed filing data is available for this year.$38.5$19.3$19.1$35.8$29.1$6.61
2022Detailed filing. Detailed filing data is available for this year.$31.1$18.2$12.9$30.6$27.5$3.19
2021Detailed filing. Detailed filing data is available for this year.$30.2$18.7$11.5$33.3$30.5$2.75
2020Detailed filing. Detailed filing data is available for this year.$27.0$17.9$9.12$29.4$28.9$0.54
2019Detailed filing. Detailed filing data is available for this year.$22.4$14.3$8.05$27.2$26.5$0.68
2018Detailed filing. Detailed filing data is available for this year.$21.7$14.3$7.42$25.2$25.5$0.21
2017Detailed filing. Detailed filing data is available for this year.$21.3$13.5$7.80$22.7$25.9$3.22
2016Detailed filing. Detailed filing data is available for this year.$22.4$12.1$10.3$21.3$25.2$3.92
2015Detailed filing. Detailed filing data is available for this year.$24.1$9.29$14.8$20.3$22.1$1.79
2014Detailed filing. Detailed filing data is available for this year.$24.0$7.65$16.4$20.8$17.2$3.51
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.1$9.09$13.0$21.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.9$8.03$13.9$18.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.2$7.15$12.1$17.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.7$7.10$9.61$17.1
Peer Organizations

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