Civic Intelligence

Plumbers & Steamfitters Local 247 Health & Welfare Fund

EIN 72-6041321 • 501(c)9 • Goodlettsville, TN

View Organization Page

Profile

Provide health, disability and death benefits to members of the Local Union No 247 and their dependents.

PO Box 1449Goodlettsville, TN 37070-1449

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

71st percentile

0.16x

Higher debt load relative to assets than 71% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

90th percentile

0.41x

Higher debt load relative to revenue than 90% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

73rd percentile

15%

Higher net margin than 73% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

501(c)9 • $5M-$10M nonprofits • Source year 2024

Asset Growth

55th percentile

7.6%

Faster asset growth than 55% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

15th percentile

-11%

Faster revenue growth than 15% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$7,359,693

Up $518,816 (+7.6%) from 2023

Liabilities

Up

$1,154,883

Up $108,205 (+10%) from 2023

Net Assets

Up

$6,204,810

Up $410,611 (+7.1%) from 2023

Operations
Liabilities / Revenue90th percentileNet Margin73rd percentile

Revenue

Down

$2,817,848

Down $354,344 (-11%) from 2023

Expenses

Up

$2,407,237

Up $92,286 (+4.0%) from 2023

Net Income

Down

$410,611

Down $446,630 (-52%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $1,403,182Liabilities 2010: $4,295Net Assets 2010: $1,398,8872010Assets 2011: $1,697,845Liabilities 2011: $3,282Net Assets 2011: $1,694,5632011Assets 2012: $1,828,766Liabilities 2012: $4,736Net Assets 2012: $1,824,0302012Assets 2013: $2,101,219Liabilities 2013: $5,044Net Assets 2013: $2,096,1752013Assets 2014: $2,300,729Liabilities 2014: $14,603Net Assets 2014: $2,286,1262014Assets 2015: $2,625,208Liabilities 2015: $248,150Net Assets 2015: $2,377,0582015Assets 2016: $2,856,537Liabilities 2016: $223,432Net Assets 2016: $2,633,1052016Assets 2017: $3,490,980Liabilities 2017: $210,769Net Assets 2017: $3,280,2112017Assets 2018: $4,024,524Liabilities 2018: $150,319Net Assets 2018: $3,874,2052018Assets 2019: $5,073,803Liabilities 2019: $196,258Net Assets 2019: $4,877,5452019Assets 2020: $5,191,784Liabilities 2020: $241,568Net Assets 2020: $4,950,2162020Assets 2021: $5,548,513Liabilities 2021: $842,888Net Assets 2021: $4,705,6252021Assets 2022: $5,987,572Liabilities 2022: $1,050,614Net Assets 2022: $4,936,9582022Assets 2023: $6,840,877Liabilities 2023: $1,046,678Net Assets 2023: $5,794,1992023Assets 2024: $7,359,693Liabilities 2024: $1,154,883Net Assets 2024: $6,204,8102024

Highlighted filing

2024

Assets$7,359,693
Liabilities$1,154,883
Net Assets$6,204,810
Open 2024 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $1,448,041Expenses 2010: $1,434,439Net Income 2010: $13,6022010Revenue 2011: $1,842,655Expenses 2011: $1,546,979Net Income 2011: $295,6762011Revenue 2012: $1,483,693Expenses 2012: $1,354,226Net Income 2012: $129,4672012Revenue 2013: $1,721,065Expenses 2013: $1,448,920Net Income 2013: $272,1452013Revenue 2014: $1,620,718Expenses 2014: $1,709,989Net Income 2014: -$89,2712014Revenue 2015: $1,743,784Expenses 2015: $1,463,150Net Income 2015: $280,6342015Revenue 2016: $1,900,551Expenses 2016: $1,644,503Net Income 2016: $256,0482016Revenue 2017: $2,265,173Expenses 2017: $1,618,068Net Income 2017: $647,1052017Revenue 2018: $1,876,075Expenses 2018: $1,282,081Net Income 2018: $593,9942018Revenue 2019: $2,742,021Expenses 2019: $1,738,681Net Income 2019: $1,003,3402019Revenue 2020: $2,131,800Expenses 2020: $2,059,129Net Income 2020: $72,6712020Revenue 2021: $1,869,033Expenses 2021: $2,113,624Net Income 2021: -$244,5912021Revenue 2022: $2,522,728Expenses 2022: $2,291,395Net Income 2022: $231,3332022Revenue 2023: $3,172,192Expenses 2023: $2,314,951Net Income 2023: $857,2412023Revenue 2024: $2,817,848Expenses 2024: $2,407,237Net Income 2024: $410,6112024

Highlighted filing

2024

Revenue$2,817,848
Expenses$2,407,237
Net Income$410,611
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$7,359,693
Liabilities
$1,154,883
Net assets
$6,204,810
Revenue
$2,817,848
Expenses
$2,407,237
Net income
$410,611
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.36$1.15$6.20$2.82$2.41$0.41
2023Summary only. Only limited summary data is available for this year.$6.84$1.05$5.79$3.17$2.31$0.86
2022Summary only. Only limited summary data is available for this year.$5.99$1.05$4.94$2.52$2.29$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.55$0.84$4.71$1.87$2.11$0.24
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.19$0.24$4.95$2.13$2.06$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.07$0.20$4.88$2.74$1.74$1.00
2018Summary only. Only limited summary data is available for this year.$4.02$0.15$3.87$1.88$1.28$0.59
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.49$0.21$3.28$2.27$1.62$0.65
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.86$0.22$2.63$1.90$1.64$0.26
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.25$2.38$1.74$1.46$0.28
2014Detailed filing. Detailed filing data is available for this year.$2.30$0.01$2.29$1.62$1.71$0.09
2013Detailed filing. Detailed filing data is available for this year.$2.10$0.01$2.10$1.72$1.45$0.27
2012Summary only. Only limited summary data is available for this year.$1.83$0.00$1.82$1.48$1.35$0.13
2011Summary only. Only limited summary data is available for this year.$1.70$0.00$1.69$1.84$1.55$0.30
2010Summary only. Only limited summary data is available for this year.$1.40$0.00$1.40$1.45$1.43$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 24, 2025
Return Version
2024v5.0
Gross Receipts
$2,817,848
Mission and Program Overview

Mission

The provision of benefits to participants.

To provide health, dental, vision, temporary disability, and life insurance benefits to participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$5,794,199$6,204,810▲ $410,611
Savings and Temporary Cash Investments$4,797,704$5,381,978▲ $584,274
Investments in Publicly Traded Securities$1,292,917$1,413,028▲ $120,111
Accounts Receivable$225,951$298,124▲ $72,173
Cash and Non-Interest-Bearing Accounts$517,434$260,714▼ $256,720
Total Assets$6,840,877$7,359,693▲ $518,816
Other Assets Total$6,871$5,849▼ $1,022
Liabilities
Other Liabilities$1,037,462$1,139,828▲ $102,366
Accounts Payable and Accrued Expenses$9,216$15,055▲ $5,839
Total Liabilities$1,046,678$1,154,883▲ $108,205
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,794,199$6,204,810▲ $410,611
Total Liabilities and Net Assets / Fund Balance$6,840,877$7,359,693▲ $518,816
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Steven BabbChairman
Gabriel SumnerTrustee
Layne AymondTrustee
Mike MartinTrustee
Cary PrestridgeSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue Shield Of IlPreferred Provi300 E RANDOLPH ST, Chicago, IL 60601$120,176
Southern Benefit AdministratorsThird Party AdmPO BOX 1449, Goodlettsville, TN 37070-1449$119,043
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,476,795
Investment Income
$315,574
Other Revenue
$25,479
Change in Net Assets
$410,611

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,817,848
Total Revenue per Audited Statements
$2,817,848
Total Revenue per Form 990
$2,817,848
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$547,732
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---$1,859,505
Insurance---$235,178
Fees for Services Other---$145,569
Fees for Services Management---$93,600
Fees for Services Accounting---$15,100
Fees for Services Legal---$9,462
All Other Expenses---$8,806
Office Expenses---$7,672
Conferences and Meetings---$7,212
Other Expenses---$4,041
Total Functional Expenses$0$0$0$2,407,237

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,407,237
Total Expenses per Audited Statements$2,407,237
Total Expenses per Form 990$2,407,237
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$895,867
Claims Incurred, But Not Reported$192,661
Claims Payable$51,300
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 35% controlled entity
No
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
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, Page 6, Part VI, Line 3

“Southern benefit administrators”

Form 990, Page 6, Part VI, Line 7A

“Union trustees are appointed to the board by the union and management trustees are appointed by the employers.”

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

“The form 990 is reviewed and approved by the entire board of trustees. It is them signed and filed.”

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

“Conflicts of interest are reviewed continually and any issues that arise are handled at regular board meetings.”

Form 990, Page 6, Part VI, Line 15A

“The members of the board of trustees are not compensated in any way. A third party administrator was hired by the board of trustees to manage the fund and was selected, had its qualifications reviewed and compensation determined by competitive comparison by the entire board of trustees.”

Form 990, Page 6, Part VI, Line 15B

“The members of the board of trustees are not compensated in any way. A third party administrator was hired by the board of trustees to manage the fund and was selected, had its qualifications reviewed and compensation determined by competitive comparison by the entire board of trustees.”

Form 990, Page 6, Part VI, Line 19

“Available upon request. All communications contain reference to documents being available upon request.”

Filing and Contact Details

Filer

Filer Name
Plumbers & Steamfitters Local 247
EIN
72-6041321
Phone
6158590131
Address
PO BOX 1449, GOODLETTSVILLE, TN 37070-1449

Signing Officer

Name
Steven Babb
Title
Chairman
Phone
6158590131
Signed
2025-09-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven Babb
Formed
1968
Legal Domicile
La
Voting Board Members
5
Independent Board Members
5
Employees
10

Preparer

Firm
Daniels Irwin & Aylor
Address
223 MADISON STREET SUITE 112, MADISON, TN 37115-3660
Preparer
Douglas a Irwin
Phone
6158686008
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would no be sustainable upon examination by the irs. The plan is subject to routine audits by taking jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix367 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt09216
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt015055
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IRS990/AccountsReceivableGrp/EOYAmt0298124
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH, DENTAL, VISION, TEMPORARY DISABILITY, AND LIFE INSURANCE BENEFITS TO PARTICIPANTS.
IRS990/AllOtherExpensesGrp/TotalAmt08806
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt01859505
IRS990/BooksInCareOfDetail/PersonNm0SOUTHERN BENEFIT ADMINISTRATORS
IRS990/BooksInCareOfDetail/PhoneNum06158590131
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02001 CALDWELL DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0GOODLETTSVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd037072
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0517434
IRS990/CashNonInterestBearingGrp/EOYAmt0260714
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt07212
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0120176
IRS990/ContractorCompensationGrp/CompensationAmt1119043
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0300 E RANDOLPH ST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1PO BOX 1449
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0CHICAGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1GOODLETTSVILLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1TN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd060601
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd1370701449
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IRS990/ContractorCompensationGrp/ServicesDesc0PREFERRED PROVI
IRS990/ContractorCompensationGrp/ServicesDesc1THIRD PARTY ADM
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt01859505
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0315574
IRS990/CYOtherExpensesAmt0547732
IRS990/CYOtherRevenueAmt025479
IRS990/CYProgramServiceRevenueAmt02476795
IRS990/CYRevenuesLessExpensesAmt0410611
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02407237
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02817848
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/Desc0THE PROVISION OF HEALTH, DENTAL, VISION, TEMPORARY DISABILITY, AND LIFE INSURANCE BENEFITS TO PARTICIPANTS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt010
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt015100
IRS990/FeesForServicesLegalGrp/TotalAmt09462
IRS990/FeesForServicesManagementGrp/TotalAmt093600
IRS990/FeesForServicesOtherGrp/TotalAmt0145569
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0STEVEN BABB
IRS990/Form990PartVIISectionAGrp/PersonNm1CARY PRESTRIDGE
IRS990/Form990PartVIISectionAGrp/PersonNm2LAYNE AYMOND
IRS990/Form990PartVIISectionAGrp/PersonNm3MIKE MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm4GABRIEL SUMNER
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
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IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
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IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
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IRS990/GrantsToIndividualsInd0false
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IRS990/GroupReturnForAffiliatesInd0false
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01292917
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IRS990/IRPDocumentCnt072
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IRS990/MethodOfAccountingAccrualInd0X
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IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE PROVISION OF BENEFITS TO PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt06204810
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/OtherExpensesGrp/Desc0BANK CHARGES
IRS990/OtherExpensesGrp/Desc1PAYROLL TAXES PAID ON BEN
IRS990/OtherExpensesGrp/Desc2DENTAL NETWORK FEES
IRS990/OtherExpensesGrp/Desc3FIDUCIARY LIABILITY INSUR
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IRS990/OtherExpensesGrp/TotalAmt16634
IRS990/OtherExpensesGrp/TotalAmt24310
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IRS990/OtherLiabilitiesGrp/BOYAmt01037462
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IRS990/OtherRevenueMiscGrp/Desc0SUBROGATION REFUNDS
IRS990/OtherRevenueMiscGrp/Desc1CLAIMS REFUNDS
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt025449
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IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0STEVEN BABB
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCUMULATED ELIGIBILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CLAIMS INCURRED, BUT NOT REPORTED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CLAIMS PAYABLE
IRS990ScheduleD/RevenueSubtotalAmt02817848
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NO BE SUSTAINABLE UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAKING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleD/TotalLiabilityAmt01139828
IRS990ScheduleD/TotalRevenuePerForm990Amt02817848
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02817848
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SOUTHERN BENEFIT ADMINISTRATORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNION TRUSTEES ARE APPOINTED TO THE BOARD BY THE UNION AND MANAGEMENT TRUSTEES ARE APPOINTED BY THE EMPLOYERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED AND APPROVED BY THE ENTIRE BOARD OF TRUSTEES. IT IS THEM SIGNED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONFLICTS OF INTEREST ARE REVIEWED CONTINUALLY AND ANY ISSUES THAT ARISE ARE HANDLED AT REGULAR BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE MEMBERS OF THE BOARD OF TRUSTEES ARE NOT COMPENSATED IN ANY WAY. A THIRD PARTY ADMINISTRATOR WAS HIRED BY THE BOARD OF TRUSTEES TO MANAGE THE FUND AND WAS SELECTED, HAD ITS QUALIFICATIONS REVIEWED AND COMPENSATION DETERMINED BY COMPETITIVE COMPARISON BY THE ENTIRE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE MEMBERS OF THE BOARD OF TRUSTEES ARE NOT COMPENSATED IN ANY WAY. A THIRD PARTY ADMINISTRATOR WAS HIRED BY THE BOARD OF TRUSTEES TO MANAGE THE FUND AND WAS SELECTED, HAD ITS QUALIFICATIONS REVIEWED AND COMPENSATION DETERMINED BY COMPETITIVE COMPARISON BY THE ENTIRE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AVAILABLE UPON REQUEST. ALL COMMUNICATIONS CONTAIN REFERENCE TO DOCUMENTS BEING AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
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 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ATLANTIC PLANT MAINTENANCE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1BILFINGER INDUSTRIAL SERVICE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2MORROW PLUMBING COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3RUTLEDGE PLUMBING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4UTILITY SYSTEMS SOLUTIONS
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IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0ACA MECHANICALINDUSTRIAL
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt1GALLO MECHANICAL
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt2RRAC CONTRACTORS
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PLUMBERS & STEAMFITTERS LOCAL 247
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IRS990ScheduleR/PaidEmployeesSharingInd0false
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalEmployeeCnt010
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02407237
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01046678
IRS990/TotalLiabilitiesEOYAmt01154883
IRS990/TotalLiabilitiesGrp/BOYAmt01046678
IRS990/TotalLiabilitiesGrp/EOYAmt01154883
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05794199
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06204810
IRS990/TotalProgramServiceRevenueAmt02476795
IRS990/TotalRevenueGrp/ExclusionAmt0315574
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02502274
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02817848
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06840877
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IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
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IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN BABB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06158590131
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLUMBERS & STEAMFITTERS LOCAL 247
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH & WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0PLUM
ReturnHeader/Filer/EIN0726041321
ReturnHeader/Filer/PhoneNum06158590131
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1449
ReturnHeader/Filer/USAddress/CityNm0GOODLETTSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd0370701449
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621802605
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DANIELS IRWIN & AYLOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0223 MADISON STREET SUITE 112
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0371153660
ReturnHeader/PreparerPersonGrp/PhoneNum06158686008
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS A IRWIN
ReturnHeader/ReturnTs02025-10-13T09:47:23-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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