Civic Intelligence

Plumbers' & Pipefitters' Welfare Educational Fund

990 • Fiscal year 2019 • EIN 43-0657966

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 18, 2020

Organization ProfileN/A

View Organization Page

3640 Corporate Trail DriveEarth City, MO 63045

(314) 355-1000

Siviq Scores

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

Liabilities / Assets

69th percentile

0.20x

Higher debt load relative to assets than 69% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

91st percentile

0.50x

Higher debt load relative to revenue than 91% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Net Margin

32nd percentile

-0.5%

Higher net margin than 32% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

75th percentile

$259,301

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Asset Growth

44th percentile

8.0%

Faster asset growth than 44% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Revenue Growth

41st percentile

2.5%

Faster revenue growth than 41% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$186,049,364

Up $13,751,446 (+8.0%) from 2018

Net Assets

Down

$148,081,885

Down $8,739,985 (-5.6%) from 2018

Liabilities

Up

$37,967,479

Up $22,491,431 (+145%) from 2018

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin32nd percentile

Revenue

Up

$75,679,051

Up $1,861,248 (+2.5%) from 2018

Expenses

Up

$76,068,169

Up $1,487,320 (+2.0%) from 2018

Net Income

Up

-$389,118

Up $373,928 (+49%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$300M$200M$100M$0Assets 2010: $106,361,762Liabilities 2010: $13,302,954Net Assets 2010: $93,058,8082010Assets 2011: $108,472,830Liabilities 2011: $12,308,852Net Assets 2011: $96,163,9782011Assets 2012: $115,286,668Liabilities 2012: $12,241,941Net Assets 2012: $103,044,7272012Assets 2013: $129,243,439Liabilities 2013: $12,827,064Net Assets 2013: $116,416,3752013Assets 2014: $140,990,078Liabilities 2014: $12,466,440Net Assets 2014: $128,523,6382014Assets 2015: $149,030,420Liabilities 2015: $12,232,358Net Assets 2015: $136,798,0622015Assets 2016: $165,556,830Liabilities 2016: $12,962,028Net Assets 2016: $152,594,8022016Assets 2017: $179,747,181Liabilities 2017: $14,537,359Net Assets 2017: $165,209,8222017Assets 2018: $172,297,918Liabilities 2018: $15,476,048Net Assets 2018: $156,821,8702018Assets 2019: $186,049,364Liabilities 2019: $37,967,479Net Assets 2019: $148,081,8852019Assets 2020: $184,567,017Liabilities 2020: $30,521,685Net Assets 2020: $154,045,3322020Assets 2021: $197,361,797Liabilities 2021: $41,892,470Net Assets 2021: $155,469,3272021Assets 2022: $175,996,074Liabilities 2022: $45,366,062Net Assets 2022: $130,630,0122022Assets 2023: $189,373,785Liabilities 2023: $51,336,526Net Assets 2023: $138,037,2592023Assets 2024: $203,907,806Liabilities 2024: $49,296,665Net Assets 2024: $154,611,1412024

Highlighted filing

2019

Assets$186,049,364
Liabilities$37,967,479
Net Assets$148,081,885
Open 2019 Filing

Operations Trend

Revenue Growth41st percentile

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

$100M$50M$0-$50MExpenses 2010: $59,887,0022010Expenses 2011: $59,035,5122011Expenses 2012: $58,330,9312012Revenue 2013: $69,105,329Expenses 2013: $53,772,769Net Income 2013: $15,332,5602013Revenue 2014: $67,211,445Expenses 2014: $55,248,136Net Income 2014: $11,963,3092014Revenue 2015: $71,392,243Expenses 2015: $56,015,337Net Income 2015: $15,376,9062015Revenue 2016: $78,484,833Expenses 2016: $65,067,597Net Income 2016: $13,417,2362016Revenue 2017: $74,449,790Expenses 2017: $65,548,364Net Income 2017: $8,901,4262017Revenue 2018: $73,817,803Expenses 2018: $74,580,849Net Income 2018: -$763,0462018Revenue 2019: $75,679,051Expenses 2019: $76,068,169Net Income 2019: -$389,1182019Revenue 2020: $69,816,854Expenses 2020: $73,339,960Net Income 2020: -$3,523,1062020Revenue 2021: $76,844,110Expenses 2021: $73,334,512Net Income 2021: $3,509,5982021Revenue 2022: $78,005,443Expenses 2022: $76,812,869Net Income 2022: $1,192,5742022Revenue 2023: $87,205,655Expenses 2023: $83,515,326Net Income 2023: $3,690,3292023Revenue 2024: $93,399,347Expenses 2024: $83,602,786Net Income 2024: $9,796,5612024

Highlighted filing

2019

Revenue$75,679,051
Expenses$76,068,169
Net Income-$389,118
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 18, 2020
Return Version
2019v5.1
Gross Receipts
$119,169,246
Mission and Program Overview

Mission

To provide health and welfare benefits and education to the members of the plumbers and pipefitters union local 562.

Provide health & related benefits to members of plumbers and pipefitters local 562

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$103,881,846$114,320,592▲ $10,438,746
Investments in Publicly Traded Securities$35,202,643$31,106,415▼ $4,096,228
Savings and Temporary Cash Investments$11,954,712$9,731,727▼ $2,222,985
Land, Buildings, and Equipment, Net$9,819,906$8,942,610▼ $877,296
Accounts Receivable$8,274,656$7,291,075▼ $983,581
Cash and Non-Interest-Bearing Accounts$1,859,124$4,353,431▲ $2,494,307
Inventories for Sale or Use$3,327--
Total Assets$172,297,918$186,049,364▲ $13,751,446
Other Assets Total$1,301,704$10,303,514▲ $9,001,810
Liabilities
Other Liabilities$13,751,066$35,280,736▲ $21,529,670
Accounts Payable and Accrued Expenses$1,724,982$2,686,743▲ $961,761
Total Liabilities$15,476,048$37,967,479▲ $22,491,431
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$156,821,870$148,081,885▼ $8,739,985
Total Net Assets Fund Balance$156,821,870$148,081,885▼ $8,739,985
Total Liabilities and Net Assets / Fund Balance$172,297,918$186,049,364▲ $13,751,446

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$2,357,839$2,306,000$4,663,839
Buildings$3,052,928$874,060$3,926,988
Land$2,677,916-$2,677,916
Equipment$853,927$763,102$1,617,029
Other Assets Org$10,303,514--
Other Securities$14,390,852--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark J CollomExecutive DirectorFT$147,925$111,376$259,301
KEVIN J O'MARADirector of TrainingFT$128,148$26,585$154,733
Martin B McclimensInstructorFT$121,241$27,611$148,852
Mark E ReeseInstructorFT$111,726$26,080$137,806
Thomas BielickiInstructorFT$110,786$26,097$136,883
Donald SummersAssistant Director of TrainingFT$110,371$25,891$136,262
Michael V HepburnCertified Financial OfficerFT$109,157$25,870$135,027
Brian NicholsTrustee - See Schedule OPT$5,418-$5,418
JOHN J O'MARATrustee - See Schedule OPT$5,418-$5,418
MICHAEL J O'CONNELL IIITrustee - See Schedule OPT$5,418-$5,418
Mark V MorganTrustee - See Schedule OPT$5,418-$5,418
Richard M KellettTrustee - See Schedule OPT$5,418-$5,418

Board Members and Trustees

NameTitle
Dennis CorriganTrustee
James J Murphy JrTrustee
Neil G HaberbergerTrustee
Ray HefnerTrustee
Robert C MitchellTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Hartnett Reyes-jones LLCLegal4399 LACLEDE AVENUE, St Louis, MO 63108$170,268
Whitestar Advisors LLCMedical1345 SMIZER MILL ROAD SUITE 1100, Fenton, MO 63026$148,887
Ahal Preconstruction ServicesInvestment Advisory902 CLINT MOORE RD SUITE 104, Boca Raton, FL 33487$147,045
-Medical816 S BEMISTON, Saint Louis, MO 63105$145,600
-Logistics1810 CRAIG RD SUITE 127, St Louis, MO 63146$121,297
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$68,296,932
Investment Income
$6,421,285
Other Revenue
$960,834
Change in Net Assets
$-389,118

Audited Revenue Reconciliation

Revenue per Audited Statements
$75,584,740
Revenue Not Reported on Financial Statements
$94,311
Revenue Not Reported on Form 990
$13,216,133
Total Revenue per Audited Statements
$88,800,873
Total Revenue per Form 990
$75,679,051
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,933,336
Other Expenses$6,445,320
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$62,689,513
Other Salaries and Wages---$5,114,080
Fees for Services Other---$2,921,606
Depreciation Depletion---$1,018,287
Pension Plan Contributions---$921,738
Payroll Taxes---$476,101
Current Officers, Directors, Trustees, and Key Employees---$421,417
Office Expenses---$332,410
Occupancy---$301,659
Insurance---$286,150
Fees for Services Legal---$158,834
Other Expenses---$136,869
Information Technology---$126,379
Fees for Services Accounting---$119,670
Fees for Service Investment Mgmnt Fees---$94,311
Travel---$30,621
All Other Expenses---$10,490
Interest---$2,860
Total Functional Expenses$0$0$0$76,068,169

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$76,068,169
Expenses per Audited Statements$75,973,858
Total Expenses per Audited Statements$75,973,858
Expenses Not Reported on Financial Statements$94,311
Expenses Not Reported on Form 990$0
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
KEVIN J O'MARABROTHER OF JOHN J. O'MARA, TRUSTEERECEIVED COMPENSATION AND NON-TAXABLE BENEFITS AS AN EMPLOYEE OF PLUMBERS AND PIPEFITTERS' WELFARE EDUCATIONAL FUNDNo$154,734
DANIEL R O'CONNELLBROTHER OF MICHAEL J. O'CONNELL III, TRUSTEERECEIVED COMPENSATION AND NON-TAXABLE BENEFITS AS AN EMPLOYEE OF PLUMBERS AND PIPEFITTERS' WELFARE EDUCATIONAL FUNDNo$135,830
LYNDSEY O'MARADAUGHTER-IN-LAW OF JOHN J. O'MARA, TRUSTEERECEIVED COMPENSATION AND NON-TAXABLE BENEFITS AS AN EMPLOYEE OF PLUMBERS AND PIPEFITTERS' WELFARE EDUCATIONAL FUNDNo$84,725
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
ESTIMATED FUTURE BENEFITS BASED ON PARTICIPANTS' ACCUMULATED ELIGIBILITY$29,458,000
Health Claims Payable$5,748,000
DUE TO PLUMBERS' & PIPEFITTERS' SUPPLEMENTAL PENSION PLAN AND TRUST$69,704
DUE TO PLUMBERS' & PIPEFITTERS' LOCAL UNION 562$5,032
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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 A, Line 3

“The trustees hired a qualified professional asset manager (qpam) to handle the purchase and renovation of the earth city property. The qpam also manages the leases between the welfare educational fund and its related organizations.”

Form 990, Part VI, Section B, Line 11B

“A copy of the final version of form 990 is provided to the organization's governing body for their review prior to its being electronically filed.”

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

“The fund's executive director will monitor proposed or ongoing transactions for conflicts of interest and disclose them to the chairman of the board of trustees in order to deal with potential or actual conflicts, whether discovered before or after the transaction has occurred.”

Form 990, Part VI, Section B, Line 15

“The compensation of the organization's executive director, officers and key employees is reviewed and approved by the board of trustees, provided that persons with conflicts of interest with respect to the compensation arrangement at issue are not involved in this review and approval. In addition, there is contemporaneous documentation and recordkeeping with respect to the deliberations and decisions regarding the compensation arrangement.”

Form 990, Part VI, Section C, Line 19

“No documents are available to the public.”

FORM 990, PART VII, SECTION A, COLUMN D:

“The reportable compensation amount for john j. O'mara, mark v. Morgan, brian nichols, michael j. O'connell iii, and richard m. Kellett is entirely made up of the vacation and holiday benefit, which all journeymen receive.”

Filing and Contact Details

Filer

Filer Name
PLUMBERS' & PIPEFITTERS' WELFARE
EIN
43-0657966
Phone
3143551000
Address
3640 CORPORATE TRAIL DRIVE, EARTH CITY, MO 63045

Signing Officer

Name
Mark J Collom
Title
Executive Director
Phone
3143551000
Signed
2020-09-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark J Collom
Formed
1951
Legal Domicile
Mo
Voting Board Members
10
Independent Board Members
8
Employees
572
Volunteers
0

Preparer

Firm
Anders Minkler Huber & Helm Llp
Address
800 MARKET STREET SUITE 500, ST LOUIS, MO 63101-2501
Preparer
Derek a Barnard CPA
Phone
3146555500
Supplemental Narrative

Additional Explanations

FORM 990, PART X, LINE 16:

“Reconciliation of total assests on form 990 to form 5500: the balance sheet on form 990, part x, is presented per the financial statements which were issued under gaap (generally accepted accounting principles). However, this does not account for the unrealized appreciation of long lived assets per the appraisals which totals $1,527,521 and which cannot be included in the financial statements issued under gaap. Total assets per form 990, part x, line 16: 186,049,364 add unrealized appreciation of long lived assets: 1,527,521 total assets per form 5500, schedule h, part i, line 1f: 187,576,885”

FORM 990, PART XI, LINE 9:

“Change in net benefit obligation -21,567,000.”

Financial Statement Notes

PART X, LINE 2:

“The internal revenue service has determined and informed the plan sponsor by a letter dated february 13, 1967, that the plan and related trust are designed in accordance with the applicable sections of the internal revenue code ("irc"). Although the plan has been amended since receiving the determination letter, the plan sponsor believes that the plan is designed and is currently being operated in compliance with the applicable requirements of the irc and therefore believes that the plan is qualified and the related trust is tax-exempt. In accordance with gaap, the plan's management is required to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the applicable taxing authorities. The plan's management has analyzed the tax positions taken by the plan and has concluded that as of december 31, 2019 and 2018, there are no uncertain positions taken, or expected to be taken, that would require recognition of a liability or disclosure in the financial statements. The plan's management believes the plan is no longer subject to income tax examinations for years prior to 2016. The plan is also subject to routine audits by the department of labor, generally six years after the statutory due date of the annual information return. There are currently no audits in progress for any tax periods.”

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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10111376
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1125870
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1226585
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1327611
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1426080
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1526097
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1625891
IRS990/Form990PartVIISectionAGrp/PersonNm0JAMES J MURPHY JR
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN J O'MARA
IRS990/Form990PartVIISectionAGrp/PersonNm2MARK V MORGAN
IRS990/Form990PartVIISectionAGrp/PersonNm3ROBERT C MITCHELL
IRS990/Form990PartVIISectionAGrp/PersonNm4BRIAN NICHOLS
IRS990/Form990PartVIISectionAGrp/PersonNm5RICHARD M KELLETT
IRS990/Form990PartVIISectionAGrp/PersonNm6NEIL G HABERBERGER
IRS990/Form990PartVIISectionAGrp/PersonNm7RAY HEFNER
IRS990/Form990PartVIISectionAGrp/PersonNm8MICHAEL J O'CONNELL III
IRS990/Form990PartVIISectionAGrp/PersonNm9DENNIS CORRIGAN
IRS990/Form990PartVIISectionAGrp/PersonNm10MARK J COLLOM
IRS990/Form990PartVIISectionAGrp/PersonNm11MICHAEL V HEPBURN
IRS990/Form990PartVIISectionAGrp/PersonNm12KEVIN J O'MARA
IRS990/Form990PartVIISectionAGrp/PersonNm13MARTIN B MCCLIMENS
IRS990/Form990PartVIISectionAGrp/PersonNm14MARK E REESE
IRS990/Form990PartVIISectionAGrp/PersonNm15THOMAS BIELICKI
IRS990/Form990PartVIISectionAGrp/PersonNm16DONALD SUMMERS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15418
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25418
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt45418
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt55418
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11109157
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12128148
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13121241
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14111726
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15110786
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16110371
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE - SEE SCHEDULE O
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE - SEE SCHEDULE O
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE - SEE SCHEDULE O
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE - SEE SCHEDULE O
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE - SEE SCHEDULE O
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11CERTIFIED FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR OF TRAINING
IRS990/Form990PartVIISectionAGrp/TitleTxt13INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16ASSISTANT DIRECTOR OF TRAINING
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01951
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt020500
IRS990/GainOrLossGrp/SecuritiesAmt01090591
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt020500
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt044580786
IRS990/GrossReceiptsAmt0119169246
IRS990/GrossRentsGrp/RealAmt0222517
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt012
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InfoInScheduleOPartXInd0X
IRS990/InformationTechnologyGrp/TotalAmt0126379
IRS990/InsuranceGrp/TotalAmt0286150
IRS990/InterestGrp/TotalAmt02860
IRS990/InventoriesForSaleOrUseGrp/BOYAmt03327
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05310194
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt05310194
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0103881846
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0114320592
IRS990/InvestmentsPubTradedSecGrp/BOYAmt035202643
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IRS990/IRPDocumentCnt031
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt09819906
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IRS990/LandBldgEquipCostOrOtherBssAmt012885772
IRS990/LegalDomicileStateCd0MO
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt043490195
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS AND EDUCATION TO THE MEMBERS OF THE PLUMBERS AND PIPEFITTERS UNION LOCAL 562.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0156821870
IRS990/NetAssetsOrFundBalancesEOYAmt0148081885
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt020500
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01111091
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt01090591
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0222517
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0222517
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt013216133
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0156821870
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0148081885
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0301659
IRS990/OfficeExpensesGrp/TotalAmt0332410
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01301704
IRS990/OtherAssetsTotalGrp/EOYAmt010303514
IRS990/OtherChangesInNetAssetsAmt0-21567000
IRS990/OtherExpensesGrp/Desc0SCHOOL EXPENSES
IRS990/OtherExpensesGrp/Desc1TRAINING INCENTIVES
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/TotalAmt0424045
IRS990/OtherExpensesGrp/TotalAmt1291400
IRS990/OtherExpensesGrp/TotalAmt2189729
IRS990/OtherExpensesGrp/TotalAmt3136869
IRS990/OtherLiabilitiesGrp/BOYAmt013751066
IRS990/OtherLiabilitiesGrp/EOYAmt035280736
IRS990/OtherRevenueMiscGrp/BusinessCd0561000
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0ADMINISTRATIVE SERVICE INCOME
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0577327
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1160990
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0577327
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1160990
IRS990/OtherRevenueTotalAmt0738317
IRS990/OtherSalariesAndWagesGrp/TotalAmt05114080
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0476101
IRS990/PensionPlanContributionsGrp/TotalAmt0921738
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARK J COLLOM
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/Desc0FRINGE CONTRIBUTION INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt068296932
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt068296932
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt061297586
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04561970
IRS990/PYOtherExpensesAmt06477248
IRS990/PYOtherRevenueAmt01103515
IRS990/PYProgramServiceRevenueAmt068152318
IRS990/PYRevenuesLessExpensesAmt0-763046
IRS990/PYSalariesCompEmpBnftPaidAmt06806015
IRS990/PYTotalExpensesAmt074580849
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt073817803
IRS990/ReconcilationRevenueExpnssAmt0-389118
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/RealAmt0222517
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt011954712
IRS990/SavingsAndTempCashInvstGrp/EOYAmt09731727
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt03052928
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0874060
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03926988
IRS990ScheduleD/EquipmentGrp/BookValueAmt0853927
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0763102
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01617029
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt094311
IRS990ScheduleD/ExpensesSubtotalAmt075973858
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt094311
IRS990ScheduleD/InvestmentExpensesNotIncldAmt094311
IRS990ScheduleD/LandGrp/BookValueAmt02677916
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02677916
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt02357839
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt02306000
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt04663839
IRS990ScheduleD/NetUnrealizedGainsInvstAmt013216133
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt010303514
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CONSTRUCTION IN PROGRESS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt029458000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt15748000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt25032
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt369704
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ESTIMATED FUTURE BENEFITS BASED ON PARTICIPANTS' ACCUMULATED ELIGIBILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1HEALTH CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO PLUMBERS' & PIPEFITTERS' LOCAL UNION 562
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3DUE TO PLUMBERS' & PIPEFITTERS' SUPPLEMENTAL PENSION PLAN AND TRUST
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt099929740
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt114390852
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1OTHER GOV'T OBLIGATIONS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt013216133
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt094311
IRS990ScheduleD/RevenueSubtotalAmt075584740
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTERNAL REVENUE SERVICE HAS DETERMINED AND INFORMED THE PLAN SPONSOR BY A LETTER DATED FEBRUARY 13, 1967, THAT THE PLAN AND RELATED TRUST ARE DESIGNED IN ACCORDANCE WITH THE APPLICABLE SECTIONS OF THE INTERNAL REVENUE CODE ("IRC"). ALTHOUGH THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER, THE PLAN SPONSOR BELIEVES THAT THE PLAN IS DESIGNED AND IS CURRENTLY BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND THEREFORE BELIEVES THAT THE PLAN IS QUALIFIED AND THE RELATED TRUST IS TAX-EXEMPT. IN ACCORDANCE WITH GAAP, THE PLAN'S MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. THE PLAN'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2019 AND 2018, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN'S MANAGEMENT BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2016. THE PLAN IS ALSO SUBJECT TO ROUTINE AUDITS BY THE DEPARTMENT OF LABOR, GENERALLY SIX YEARS AFTER THE STATUTORY DUE DATE OF THE ANNUAL INFORMATION RETURN. THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIODS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$186,049,364
Liabilities
$37,967,479
Net assets
$148,081,885
Revenue
$75,679,051
Expenses
$76,068,169
Net income
-$389,118
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$204$49.3$155$93.4$83.6$9.80
2023Detailed filing. Detailed filing data is available for this year.$189$51.3$138$87.2$83.5$3.69
2022Detailed filing. Detailed filing data is available for this year.$176$45.4$131$78.0$76.8$1.19
2021Detailed filing. Detailed filing data is available for this year.$197$41.9$155$76.8$73.3$3.51
2020Detailed filing. Detailed filing data is available for this year.$185$30.5$154$69.8$73.3$3.52
2019Detailed filing. Detailed filing data is available for this year.$186$38.0$148$75.7$76.1$0.39
2018Detailed filing. Detailed filing data is available for this year.$172$15.5$157$73.8$74.6$0.76
2017Detailed filing. Detailed filing data is available for this year.$180$14.5$165$74.4$65.5$8.90
2016Detailed filing. Detailed filing data is available for this year.$166$13.0$153$78.5$65.1$13.4
2015Detailed filing. Detailed filing data is available for this year.$149$12.2$137$71.4$56.0$15.4
2014Detailed filing. Detailed filing data is available for this year.$141$12.5$129$67.2$55.2$12.0
2013Detailed filing. Detailed filing data is available for this year.$129$12.8$116$69.1$53.8$15.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$115$12.2$103$58.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$108$12.3$96.2$59.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$106$13.3$93.1$59.9