Civic Intelligence

Plumbers Local 75 Health Fund

990 • Fiscal year 2014 • EIN 39-6045202

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 02, 2015

11175 West Parkland AveMilwaukee, WI 53224-3135

(414) 359-1319

Siviq Scores

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

Liabilities / Assets

58th percentile

0.07x

Higher debt load relative to assets than 58% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

61st percentile

0.10x

Higher debt load relative to revenue than 61% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Net Margin

22nd percentile

-4.3%

Higher net margin than 22% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

85th percentile

$196,441

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Asset Growth

19th percentile

-4.1%

Faster asset growth than 19% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

59th percentile

7.9%

Faster revenue growth than 59% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Assets

Down

$14,985,579

Down $647,930 (-4.1%) from 2013

Net Assets

Down

$13,886,571

Down $701,604 (-4.8%) from 2013

Liabilities

Up

$1,099,008

Up $53,674 (+5.1%) from 2013

Revenue

Up

$11,062,429

Up $810,733 (+7.9%) from 2013

Expenses

Up

$11,532,891

Up $821,066 (+7.7%) from 2013

Net Income

Down

-$470,462

Down $10,333 (-2.2%) from 2013

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $15,440,170Liabilities 2010: $579,921Net Assets 2010: $14,860,2492010Assets 2011: $16,034,837Liabilities 2011: $498,652Net Assets 2011: $15,536,1852011Assets 2012: $16,164,234Liabilities 2012: $1,059,840Net Assets 2012: $15,104,3942012Assets 2013: $15,633,509Liabilities 2013: $1,045,334Net Assets 2013: $14,588,1752013Assets 2014: $14,985,579Liabilities 2014: $1,099,008Net Assets 2014: $13,886,5712014Assets 2015: $13,710,387Liabilities 2015: $917,024Net Assets 2015: $12,793,3632015Assets 2016: $11,697,386Liabilities 2016: $1,416,368Net Assets 2016: $10,281,0182016Assets 2017: $12,148,063Liabilities 2017: $1,501,114Net Assets 2017: $10,646,9492017Assets 2018: $13,699,291Liabilities 2018: $1,886,891Net Assets 2018: $11,812,4002018Assets 2019: $16,761,863Liabilities 2019: $1,489,424Net Assets 2019: $15,272,4392019Assets 2020: $20,368,389Liabilities 2020: $1,843,055Net Assets 2020: $18,525,3342020Assets 2021: $20,762,705Liabilities 2021: $1,437,020Net Assets 2021: $19,325,6852021Assets 2022: $21,079,206Liabilities 2022: $1,160,456Net Assets 2022: $19,918,7502022Assets 2023: $26,281,177Liabilities 2023: $1,636,738Net Assets 2023: $24,644,4392023Assets 2024: $30,256,267Liabilities 2024: $1,624,666Net Assets 2024: $28,631,6012024

Highlighted filing

2014

Assets$14,985,579
Liabilities$1,099,008
Net Assets$13,886,571

Operations Trend

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

$20M$10M$0-$10MExpenses 2010: $10,727,5932010Expenses 2011: $10,555,7282011Expenses 2012: $10,938,4792012Revenue 2013: $10,251,696Expenses 2013: $10,711,825Net Income 2013: -$460,1292013Revenue 2014: $11,062,429Expenses 2014: $11,532,891Net Income 2014: -$470,4622014Revenue 2015: $10,731,178Expenses 2015: $11,462,010Net Income 2015: -$730,8322015Revenue 2016: $11,926,171Expenses 2016: $14,796,554Net Income 2016: -$2,870,3832016Revenue 2017: $12,681,655Expenses 2017: $12,836,822Net Income 2017: -$155,1672017Revenue 2018: $14,116,419Expenses 2018: $12,861,282Net Income 2018: $1,255,1372018Revenue 2019: $14,826,804Expenses 2019: $12,551,426Net Income 2019: $2,275,3782019Revenue 2020: $14,763,842Expenses 2020: $12,625,385Net Income 2020: $2,138,4572020Revenue 2021: $14,906,912Expenses 2021: $14,769,404Net Income 2021: $137,5082021Revenue 2022: $15,678,456Expenses 2022: $13,106,166Net Income 2022: $2,572,2902022Revenue 2023: $17,160,113Expenses 2023: $13,892,049Net Income 2023: $3,268,0642023Revenue 2024: $18,024,326Expenses 2024: $15,527,773Net Income 2024: $2,496,5532024

Highlighted filing

2014

Revenue$11,062,429
Expenses$11,532,891
Net Income-$470,462
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 2, 2015
Return Version
2014v5.0
Gross Receipts
$27,006,965
Mission and Program Overview

Mission

NONE

To provide health benefits to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$14,588,175$13,886,571▼ $701,604
Investments in Publicly Traded Securities$9,989,471$9,086,077▼ $903,394
Savings and Temporary Cash Investments$4,922,178$5,016,300▲ $94,122
Accounts Receivable$631,556$767,892▲ $136,336
Prepaid Expenses and Deferred Charges$89,012$93,580▲ $4,568
Cash and Non-Interest-Bearing Accounts$1,292$21,730▲ $20,438
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$15,633,509$14,985,579▼ $647,930
Liabilities
Other Liabilities$811,198$831,901▲ $20,703
Accounts Payable and Accrued Expenses$234,136$267,107▲ $32,971
Total Liabilities$1,045,334$1,099,008▲ $53,674
Net Assets / Fund Balance
Total Net Assets Fund Balance$14,588,175$13,886,571▼ $701,604
Total Liabilities and Net Assets / Fund Balance$15,633,509$14,985,579▼ $647,930
Compensation and Service Providers

Employees

NameTitleOtherTotal
Vince GalloLabor Trustee$5,909$5,909

Board Members and Trustees

NameTitle
John Brennan IiiChairman
Kevin ReedEmployer Trustee
Lauri RollingsEmployer Trustee
Mike SchererEmployer Trustee
Michael HouseLabor Trustee
Scott RedmanLabor Trustee
Steve BreitlowSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Benefit Plan Administration Of WisconsinClaims/plan Administration11270 W PARK PLACE STE 950, Milwaukee, WI 53224$585,756
United Healthcare Insurance CompanyClaims Administration10701 WEST RESEARCH DR, Milwaukee, WI 53226$333,310
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$10,590,357
Investment Income
$472,072
Other Revenue
$0
Change in Net Assets
$-470,462

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,988,400
Revenue Not Reported on Financial Statements
$74,029
Revenue Not Reported on Form 990
$-231,142
Total Revenue per Audited Statements
$10,757,258
Total Revenue per Form 990
$11,062,429
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,590,557
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$9,942,334--$9,942,334
Fees for Service Investment Mgmnt Fees-$74,029-$74,029
Other Expenses$115,926$71,989-$71,989
Fees for Services Other-$57,950-$57,950
All Other Expenses$25,414$23,396-$48,810
Fees for Services Accounting-$41,526-$41,526
Fees for Services Legal-$36,023-$36,023
Conferences and Meetings-$15,738-$15,738
Insurance-$9,026-$9,026
Office Expenses-$3,808-$3,808
Total Functional Expenses$10,222,921$1,309,970$0$11,532,891

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$11,593,862
Total Expenses per Audited Statements$11,593,862
Total Expenses per Form 990$11,532,891
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-60,971
Other Expense Adjustments$-135,000
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
Benefits Payable$540,000
Cash Overdraft$291,901
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
No

Governance Explanations

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

The pmc appoints employer representatives. Plumbers local 75 appoints labor reprsentatives.

Form 990, Part VI, Section B, Line 11

The form 990 is provided to the fund's recordkeeper. They review it and approve it, then present the form 990 to the board of trustees for review and filing approval.

Form 990, Part VI, Section B, Line 12C

After disclosure of the personal interest and all relevant facts, and after any discussion with the interested party, he/she will leave the board meeting while the determination of a conflict of interest is discussed and voted upon. The remaining trustees of the board will decide if a conflict of interest exists.

Form 990, Part VI, Section C, Line 19

They are available upon request.

Filing and Contact Details

Filer

Filer Name
Plumbers Local 75 Health Fund
EIN
39-6045202
Phone
4143591319
Address
11175 WEST PARKLAND AVE, MILWAUKEE, WI 53224-3135

Signing Officer

Name
Steve Breitlow
Title
Business Manager
Phone
4143591319
Signed
2015-10-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Breitlow
Formed
1955
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Freyberg Hinkle Ashland Powers & Stowell
Address
15420 W CAPITOL DR, BROOKFIELD, WI 53005-2621
Preparer
James M Ashland CPA
Phone
2627846210
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The board of trustees assumes responsibility for oversight of the audit, the fund's financial statements, and for the selection of an independent auditor. This process has not changed from the prior year.

Form 990, Schedule R, Parts II-IV

The plan made a reasonable effort to obtain the tax classification from all contributing employers, but six of the contributing employers have not yet responded to the multiple requests.

Financial Statement Notes

PART X, LINE 2:

U.s. Generally accepted accounting principles require fund management to evaluate tax positions taken by the fund and recognize a tax liability (or asset) if the fund has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The fund is subject to routine audits by taxing jurisdictions. The dol is currently auditing plan years 2010-2013.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Decrease in current year claims payable -135,000.

Raw XML AppendixShowing 400 of 626 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.

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IRS990/OtherExpensesGrp/TotalAmt0976485
IRS990/OtherExpensesGrp/TotalAmt1139247
IRS990/OtherExpensesGrp/TotalAmt2115926
IRS990/OtherExpensesGrp/TotalAmt371989
IRS990/OtherLiabilitiesGrp/BOYAmt0811198
IRS990/OtherLiabilitiesGrp/EOYAmt0831901
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt089012
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt093580
IRS990/PrincipalOfficerNm0STEVE BREITLOW
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/BusinessCd2525100
IRS990/ProgramServiceRevenueGrp/BusinessCd3525100
IRS990/ProgramServiceRevenueGrp/BusinessCd4525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1SELF-PAY CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2STOP LOSS REIMBURSEMENTS
IRS990/ProgramServiceRevenueGrp/Desc3CLAIM RECOVERIES
IRS990/ProgramServiceRevenueGrp/Desc4SHARED EXPENSE REIMBURSEMENT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08481223
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11771164
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2162056
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3135068
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt440846
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08481223
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11771164
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2162056
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3135068
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt440846
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt09340791
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0333377
IRS990/PYOtherExpensesAmt01371034
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt09918319
IRS990/PYRevenuesLessExpensesAmt0-460129
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt010711825
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt010251696
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-470462
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt014588175
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt013886571
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04922178
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05016300
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-60971
IRS990ScheduleD/ExpensesSubtotalAmt011593862
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt074029
IRS990ScheduleD/InvestmentExpensesNotIncldAmt074029
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-231142
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-135000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0540000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1291901
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFITS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CASH OVERDRAFT
IRS990ScheduleD/RevenueNotReportedAmt0-231142
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt074029
IRS990ScheduleD/RevenueSubtotalAmt010988400
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. THE DOL IS CURRENTLY AUDITING PLAN YEARS 2010-2013.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DECREASE IN CURRENT YEAR CLAIMS PAYABLE -135,000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt011532891
IRS990ScheduleD/TotalLiabilityAmt0831901
IRS990ScheduleD/TotalRevenuePerForm990Amt011062429
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt010757258
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt011593862
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0101160
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1101160
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2115101
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt072398
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt172398
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt281340
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0SCOTT REDMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1MICHAEL HOUSE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2STEVE BREITLOW
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0LABOR TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1LABOR TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0173558
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1173558
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2196441
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PMC APPOINTS EMPLOYER REPRESENTATIVES. PLUMBERS LOCAL 75 APPOINTS LABOR REPRSENTATIVES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PROVIDED TO THE FUND'S RECORDKEEPER. THEY REVIEW IT AND APPROVE IT, THEN PRESENT THE FORM 990 TO THE BOARD OF TRUSTEES FOR REVIEW AND FILING APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AFTER DISCLOSURE OF THE PERSONAL INTEREST AND ALL RELEVANT FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PARTY, HE/SHE WILL LEAVE THE BOARD MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING TRUSTEES OF THE BOARD WILL DECIDE IF A CONFLICT OF INTEREST EXISTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THEY ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, THE FUND'S FINANCIAL STATEMENTS, AND FOR THE SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PLAN MADE A REASONABLE EFFORT TO OBTAIN THE TAX CLASSIFICATION FROM ALL CONTRIBUTING EMPLOYERS, BUT SIX OF THE CONTRIBUTING EMPLOYERS HAVE NOT YET RESPONDED TO THE MULTIPLE REQUESTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, SCHEDULE R, PARTS II-IV
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0AAR PLUMBING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1AG MECHANICAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2ALBIERO PLUMBING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3ANDERSEN PLUMBING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4AUGUST WINTERS & SONS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5BARBER PLUMBING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6BEST PRICE PLUMBING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7BORKENHAGEN PLBG & HTG CO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8BORTH PLUMBING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9BRADEN PLUMBING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10B&E AQUATICS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11BURTON PLUMBING CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12BUTTERS-FETTING CO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13CP CONWAY PLUMBING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14CARL'S PLUMBING SERVICES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt15CLEAR VIEW PLUMBING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt16CLIFF BERGIN & ASSOC INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt17CLOW PLUMBING

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$30.3$1.62$28.6$18.0$15.5$2.50
2023Detailed filing. Detailed filing data is available for this year.$26.3$1.64$24.6$17.2$13.9$3.27
2022Detailed filing. Detailed filing data is available for this year.$21.1$1.16$19.9$15.7$13.1$2.57
2021Detailed filing. Detailed filing data is available for this year.$20.8$1.44$19.3$14.9$14.8$0.14
2020Detailed filing. Detailed filing data is available for this year.$20.4$1.84$18.5$14.8$12.6$2.14
2019Detailed filing. Detailed filing data is available for this year.$16.8$1.49$15.3$14.8$12.6$2.28
2018Detailed filing. Detailed filing data is available for this year.$13.7$1.89$11.8$14.1$12.9$1.26
2017Detailed filing. Detailed filing data is available for this year.$12.1$1.50$10.6$12.7$12.8$0.16
2016Detailed filing. Detailed filing data is available for this year.$11.7$1.42$10.3$11.9$14.8$2.87
2015Detailed filing. Detailed filing data is available for this year.$13.7$0.92$12.8$10.7$11.5$0.73
2014Detailed filing. Detailed filing data is available for this year.$15.0$1.10$13.9$11.1$11.5$0.47
2013Detailed filing. Detailed filing data is available for this year.$15.6$1.05$14.6$10.3$10.7$0.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.2$1.06$15.1$10.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.0$0.50$15.5$10.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.4$0.58$14.9$10.7
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