Liabilities / Assets
60th percentile
Higher debt load relative to assets than 60% of similar nonprofits.
EIN 59-6134291 • 501(c)9 • Pembroke Pines, FL
Profile
The Fund is a multi-employer benefit plan established to provide health, dental, vision and disability benefits to eligible participants and their dependents.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
60th percentile
Higher debt load relative to assets than 60% of similar nonprofits.
Liabilities / Revenue
60th percentile
Higher debt load relative to revenue than 60% of similar nonprofits.
Net Margin
49th percentile
Higher net margin than 49% of similar nonprofits.
Top Officer Pay
53rd percentile
Higher top officer pay than 53% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
61st percentile
Faster asset growth than 61% of similar nonprofits.
Revenue Growth
39th percentile
Faster revenue growth than 39% of similar nonprofits.
Assets
Up$2,697,568
Up $167,304 (+6.6%) from 2024
Liabilities
Down$33,694
Down $1,445,532 (-98%) from 2024
Net Assets
Up$2,663,874
Up $1,612,836 (+153%) from 2024
Revenue
Up$3,737,542
Up $8,132 (+0.2%) from 2024
Expenses
Down$3,652,009
Down $150,651 (-4.0%) from 2024
Net Income
Up$85,533
Up $158,783 (+217%) from 2024
Most recent year
2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
The Fund is a multi-employer benefit plan established to provide medical and health benefits to eligible participants and their dependents.
The Funds purpose is to provide health and welfare benefits to eligible participants and their dependents under terms of a collective bargaining agreement between the signatory employers and the Plumbers Local Union No. 519.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $1,732,642 | $1,856,655 | ▲ $124,013 |
| Cash and Non-Interest-Bearing Accounts | $396,978 | $520,486 | ▲ $123,508 |
| Accounts Receivable | $305,528 | $296,292 | ▼ $9,236 |
| Savings and Temporary Cash Investments | $95,116 | $24,135 | ▼ $70,981 |
| Total Assets | $2,530,264 | $2,697,568 | ▲ $167,304 |
| Liabilities | |||
| Other Liabilities | $1,444,233 | - | - |
| Accounts Payable and Accrued Expenses | $34,993 | $33,694 | ▼ $1,299 |
| Total Liabilities | $1,479,226 | $33,694 | ▼ $1,445,532 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $1,051,038 | $2,663,874 | ▲ $1,612,836 |
| Total Net Assets Fund Balance | $1,051,038 | $2,663,874 | ▲ $1,612,836 |
| Total Liabilities and Net Assets / Fund Balance | $2,530,264 | $2,697,568 | ▲ $167,304 |
| Name | Title |
|---|---|
| Marcus Spiegelberg | Employer Trustee |
| Peter McCann | Employer Trustee |
| Robert Abruscati | Employer Trustee |
| Wayne Orr | Employer Trustee |
| Cody Penniston | Union Trustee |
| George Garcia | Union Trustee |
| Jeffrey Penniston | Union Trustee |
| William Ferluga | Union Trustee |
| Line Item | Amount |
|---|---|
| Other Expenses | $184,824 |
| 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 | $3,467,185 | - | - | $3,467,185 |
| Fees for Services Management | $58,266 | - | - | $58,266 |
| Fees for Services Legal | $51,222 | - | - | $51,222 |
| Fees for Services Accounting | $47,798 | - | - | $47,798 |
| Conferences and Meetings | $10,648 | - | - | $10,648 |
| Fees for Service Investment Mgmnt Fees | $6,924 | - | - | $6,924 |
| Office Expenses | $6,048 | - | - | $6,048 |
| All Other Expenses | $2,539 | - | - | $2,539 |
| Insurance | $1,379 | - | - | $1,379 |
| Total Functional Expenses | $3,652,009 | $0 | $0 | $3,652,009 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $3,652,009 |
| Expenses per Audited Statements | $3,645,085 |
| Total Expenses per Audited Statements | $3,645,085 |
| Expenses Not Reported on Financial Statements | $6,924 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Federal income taxes | - |
| Estimated future group insurance premiums | - |
“The return is prepared by the funds independent certified public accountant which also perform an audit on the Funds books and records. The return is then provided to the Trustees for review and signature.”
“The Fund is subject to ERISA and the Trustees conform to its regulations. Section 404 and 460 of ERISA contain strict fiduciary rules and conflicts of interest prohibitions. The Trustees monitor and enforce the Funds compliance with ERISA with the assisstance of the Funds professionals.”
“As required by ERISA the Funds governing documents, policies, financial statements and tax returns are available upon written request to the Funds administrator and requesting a copy.”
“The Trustees have evaluated the tax positions taken by the Fund and have concluded that as of April 30, 2024, there are no uncertain positions taken or expected to be taken, that would require the recognition of a liability or asset or disclosure in the financial statements. The Fund is subject to routine audits by taxing jurisdictions until the applicable statute of limitations expires however, there are currently no audits for any tax periods in progress.”
“Adjustment to net assets to exclude prior period reduction of net assets available for benefits for estimated future eligibility payments”
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 | true |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 34993 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 33694 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 305528 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 296292 |
| IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | The Funds purpose is to provide health and welfare benefits to eligible participants and their dependents under terms of a collective bargaining agreement between the signatory employers and the Plumbers Local Union No. 519. |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 0 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 2539 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 2539 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BenefitsToMembersGrp/ProgramServicesAmt | 0 | 3467185 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 3467185 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | NATIONAL EMPLOYEE BENEFITS ADMINIST |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 9542666322 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2010 SW 150th Ave Suite 200 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Pembroke Pines |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 33029 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 396978 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 520486 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 0 |
| IRS990/CompDisqualPersonsGrp/TotalAmt | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 10648 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 10648 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 3467185 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 42762 |
| IRS990/CYOtherExpensesAmt | 0 | 184824 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 3694780 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 85533 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 3652009 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 3737542 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 0 |
| IRS990/Desc | 0 | Health, dental, vision and diability benefits paid to or for eligible participants. |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 3652009 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 47798 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 47798 |
| IRS990/FeesForServicesLegalGrp/ProgramServicesAmt | 0 | 51222 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 51222 |
| IRS990/FeesForServicesLobbyingGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesManagementGrp/ProgramServicesAmt | 0 | 58266 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 58266 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt | 0 | 6924 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 6924 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignGrantsGrp/TotalAmt | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 001.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 001.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 001.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 001.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 001.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 001.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 001.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 001.00 |
| 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/IndividualTrusteeOrDirectorInd | 7 | 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/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Cody Penniston |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | George Garcia |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Wayne Orr |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Robert Abruscati |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Peter McCann |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Jeffrey Penniston |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | William Ferluga |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | Marcus Spiegelberg |
| 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/ReportableCompFromOrgAmt | 7 | 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/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Union Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Union Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Employer Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Employer Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Employer Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Union Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Union Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Employer Trustee |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1954 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | -1671 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 8 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 1184206 |
| IRS990/GrossReceiptsAmt | 0 | 4923419 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | true |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 8 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 0 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 1379 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 1379 |
| IRS990/InterestGrp/TotalAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 44433 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 1732642 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 1856655 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | FL |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 1185877 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | The Fund is a multi-employer benefit plan established to provide health, dental, vision and disability benefits to eligible participants and their dependents. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 1051038 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 2663874 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -1671 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 83070 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 1051038 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 2663874 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/TotalAmt | 0 | 0 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 6048 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 6048 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 0 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 1444233 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt | 0 | Jeffrey Penniston |
| IRS990/PriorPeriodAdjustmentsAmt | 0 | 1444233 |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 525100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 525100 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | Employer Contributions |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | Participants and Retiree Contributions |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 3661657 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 33123 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 3602324 |
| IRS990/PYInvestmentIncomeAmt | 0 | 38707 |
| IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt | 0 | 0 |
| IRS990/PYOtherExpensesAmt | 0 | 200336 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 3711257 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -52696 |
| IRS990/PYTotalExpensesAmt | 0 | 3802660 |
| IRS990/PYTotalRevenueAmt | 0 | 3749964 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 85533 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | true |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RoyaltiesGrp/TotalAmt | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 95116 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 24135 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 6924 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 3645085 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/InclEscrowCustodialAcctLiabInd | 0 | false |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 6924 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 6924 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 83070 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | Federal income taxes |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | Estimated future group insurance premiums |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | Financial derivatives and other financial products |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 1 | Closely-held equity interests |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 83070 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 6924 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 3730618 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | The Trustees have evaluated the tax positions taken by the Fund and have concluded that as of April 30, 2024, there are no uncertain positions taken or expected to be taken, that would require the recognition of a liability or asset or disclosure in the financial statements. The Fund is subject to routine audits by taxing jurisdictions until the applicable statute of limitations expires however, there are currently no audits for any tax periods in progress. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | Adjustment to net assets to exclude prior period reduction of net assets available for benefits for estimated future eligibility payments |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | X 2 |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | XII 2d |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 3652009 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 3737542 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 3813688 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 3645085 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | The return is prepared by the funds independent certified public accountant which also perform an audit on the Funds books and records. The return is then provided to the Trustees for review and signature. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | The Fund is subject to ERISA and the Trustees conform to its regulations. Section 404 and 460 of ERISA contain strict fiduciary rules and conflicts of interest prohibitions. The Trustees monitor and enforce the Funds compliance with ERISA with the assisstance of the Funds professionals. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | As required by ERISA the Funds governing documents, policies, financial statements and tax returns are available upon written request to the Funds administrator and requesting a copy. |
| 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 C, Line 19 |
| IRS990ScheduleR/AssetExchangeInd | 0 | false |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | false |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | false |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | false |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | false |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | false |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | false |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 1 | false |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd | 0 | N/A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd | 1 | N/A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | Plumbers Local Union 519 Pension Fund |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 1 | Plumbers Local Union 519 Sam Bloom Scholarhsip Fund |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 596134292 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 1 | 650890866 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501a |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 1 | 501c3 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | FL |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 1 | FL |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | Provides benefits to eligible participants |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 1 | Provides benefits to eligible participants |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | 2010 NW 150th Avenue |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 1 | 2010 NW 150th Avenue |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | Pembroke Pines |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 1 | Pembroke Pines |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 1 | FL |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 33028 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 1 | 33028 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | false |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | false |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | false |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | false |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | false |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | false |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | false |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | false |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | false |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | false |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | false |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | false |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | false |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 2530264 |
| IRS990/TotalAssetsEOYAmt | 0 | 2697568 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 2530264 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 2697568 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 3652009 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 3652009 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 1479226 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 33694 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 1479226 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 33694 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 1051038 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 2663874 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 3652009 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 3694780 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 3737542 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 2530264 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 2697568 |
| IRS990/TravelGrp/TotalAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 2010 NW 150th Avenue Suite 100 |
| IRS990/USAddress/CityNm | 0 | Pembroke Pines |
| IRS990/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990/USAddress/ZIPCd | 0 | 33028 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 8 |
| IRS990/VotingMembersIndependentCnt | 0 | 8 |
| IRS990/WhistleblowerPolicyInd | 0 | true |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Jeffrey Penniston |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Trustee |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9542666322 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-09-08 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Plumbers Local Union 519 Health & Welfare Fund |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PLUM |
| ReturnHeader/Filer/EIN | 0 | 596134291 |
| ReturnHeader/Filer/PhoneNum | 0 | 9542666322 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2010 NW 150th Avenue STE 200 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Pembroke Pines |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 33028 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 650292391 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | LaPadula Carlson Co |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 550 Biltmore Way Suite 1200 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Coral Gables |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 33134 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3055299300 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-09-08 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Sharon Carlson |
| ReturnHeader/ReturnTs | 0 | 2025-09-08T02:10:02-00:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-05-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-04-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
No mirrored PDF or thumbnail assets are attached yet.