Civic Intelligence

Pipe Fitters Local Union 430 Health and Welfare Fund

990 • Fiscal year 2023 • EIN 73-0776131

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 10, 2024

2908 North Harvard AveTulsa, OK 74115

(918) 388-6598

Siviq Scores

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

Liabilities / Assets

58th percentile

0.04x

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

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

57th percentile

0.05x

Higher debt load relative to revenue than 57% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Net Margin

74th percentile

17%

Higher net margin than 74% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Asset Growth

88th percentile

23%

Faster asset growth than 88% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

91st percentile

41%

Faster revenue growth than 91% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Assets

Up

$10,271,718

Up $1,939,902 (+23%) from 2022

Net Assets

Up

$9,879,393

Up $1,804,245 (+22%) from 2022

Liabilities

Up

$392,325

Up $135,657 (+53%) from 2022

Revenue

Up

$8,447,225

Up $2,471,959 (+41%) from 2022

Expenses

Up

$7,045,977

Up $963,446 (+16%) from 2022

Net Income

Up

$1,401,248

Up $1,508,513 (+1406%) from 2022

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2010: $15,014,778Liabilities 2010: $1,169,594Net Assets 2010: $13,845,1842010Assets 2011: $14,707,478Liabilities 2011: $1,573,397Net Assets 2011: $13,134,0812011Assets 2012: $14,530,268Liabilities 2012: $1,480,620Net Assets 2012: $13,049,6482012Assets 2013: $14,709,520Liabilities 2013: $1,451,447Net Assets 2013: $13,258,0732013Assets 2014: $12,478,386Liabilities 2014: $361,944Net Assets 2014: $12,116,4422014Assets 2015: $9,504,497Liabilities 2015: $162,040Net Assets 2015: $9,342,4552015Assets 2016: $8,784,492Liabilities 2016: $515,684Net Assets 2016: $8,268,8082016Assets 2017: $8,372,719Liabilities 2017: $408,369Net Assets 2017: $7,964,3502017Assets 2018: $6,915,726Liabilities 2018: $394,085Net Assets 2018: $6,521,6412018Assets 2019: $10,530,705Liabilities 2019: $1,321,765Net Assets 2019: $9,208,9402019Assets 2020: $8,674,676Liabilities 2020: $224,767Net Assets 2020: $8,449,9092020Assets 2021: $9,891,014Liabilities 2021: $746,291Net Assets 2021: $9,144,7232021Assets 2022: $8,331,816Liabilities 2022: $256,668Net Assets 2022: $8,075,1482022Assets 2023: $10,271,718Liabilities 2023: $392,325Net Assets 2023: $9,879,3932023Assets 2024: $14,364,307Liabilities 2024: $320,846Net Assets 2024: $14,043,4612024

Highlighted filing

2023

Assets$10,271,718
Liabilities$392,325
Net Assets$9,879,393

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $6,214,4492010Expenses 2011: $6,927,7142011Revenue 2012: $6,689,720Expenses 2012: $7,035,137Net Income 2012: -$345,4172012Revenue 2013: $6,976,955Expenses 2013: $7,058,023Net Income 2013: -$81,0682013Revenue 2014: $6,653,353Expenses 2014: $8,911,629Net Income 2014: -$2,258,2762014Revenue 2015: $6,799,387Expenses 2015: $9,209,974Net Income 2015: -$2,410,5872015Revenue 2016: $5,971,613Expenses 2016: $7,202,489Net Income 2016: -$1,230,8762016Revenue 2017: $6,049,553Expenses 2017: $6,543,487Net Income 2017: -$493,9342017Revenue 2018: $7,510,233Expenses 2018: $8,653,422Net Income 2018: -$1,143,1892018Revenue 2019: $8,907,310Expenses 2019: $6,617,438Net Income 2019: $2,289,8722019Revenue 2020: $6,630,056Expenses 2020: $7,738,315Net Income 2020: -$1,108,2592020Revenue 2021: $7,095,160Expenses 2021: $6,181,900Net Income 2021: $913,2602021Revenue 2022: $5,975,266Expenses 2022: $6,082,531Net Income 2022: -$107,2652022Revenue 2023: $8,447,225Expenses 2023: $7,045,977Net Income 2023: $1,401,2482023Revenue 2024: $11,434,323Expenses 2024: $7,479,155Net Income 2024: $3,955,1682024

Highlighted filing

2023

Revenue$8,447,225
Expenses$7,045,977
Net Income$1,401,248
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 10, 2024
Return Version
2023v5.1
Gross Receipts
$9,608,628
Mission and Program Overview

Mission

To provide health and welfare benefits for plumbers and pipefitters local union 430.

Multiemployer health and welfare plan designed to provide benefits for eligible participants and beneficiaries as specified in the plan document.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$8,075,148$9,879,393▲ $1,804,245
Investments in Publicly Traded Securities$6,667,611$7,504,595▲ $836,984
Accounts Receivable$713,276$1,587,272▲ $873,996
Savings and Temporary Cash Investments$830,182$1,108,023▲ $277,841
Cash and Non-Interest-Bearing Accounts$120,747$71,828▼ $48,919
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$8,331,816$10,271,718▲ $1,939,902
Liabilities
Other Liabilities$0$340,908▲ $340,908
Accounts Payable and Accrued Expenses$256,668$51,417▼ $205,251
Total Liabilities$256,668$392,325▲ $135,657
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,075,148$9,879,393▲ $1,804,245
Total Liabilities and Net Assets / Fund Balance$8,331,816$10,271,718▲ $1,939,902
Compensation and Service Providers

Board Members and Trustees

NameTitle
Rick Shoemaker JrEmployer Trustee - Chairman
Scott SoderEmployer Trustee - Vice Chairman
Bobby York JrEmployer Trustee
Daniel OwensEmployer Trustee
Joe WashingtonUnion Trustee
Landon VarnellUnion Trustee
Michael KubalaUnion Trustee
Michael SkinnerUnion Trustee - Secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue Shield Of IllinoisClaims Administration402 S ARLINGTON HEIGHTS RD, Arlington Heights, IL 60005$246,222
Southwest Service Administrators INCThird Party Administrator2425 N CENTRAL EXPY SUITE 120, Richardson, TX 75080$145,766
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,048,776
Investment Income
$392,554
Other Revenue
$5,895
Change in Net Assets
$1,401,248

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,439,397
Revenue Not Reported on Financial Statements
$7,828
Revenue Not Reported on Form 990
$402,997
Total Revenue per Audited Statements
$8,842,394
Total Revenue per Form 990
$8,447,225
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$841,901
Salaries, Compensation, and Employee Benefits$4,568
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$6,199,508
Fees for Services Other---$499,333
Fees for Services Management---$170,544
Office Expenses---$46,063
Fees for Services Legal---$44,102
Insurance---$31,418
Fees for Services Accounting---$30,055
Fees for Service Investment Mgmnt Fees---$7,828
Occupancy---$7,125
Conferences and Meetings---$5,433
Payroll Taxes---$4,568
Total Functional Expenses$0$0$0$7,045,977

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,045,977
Expenses per Audited Statements$7,038,149
Total Expenses per Audited Statements$7,038,149
Expenses Not Reported on Financial Statements$7,828
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Reciprocal Contributions Payable$320,848
Bank Overdraft$16,581
Due to Related Parties$3,479
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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 B, Line 11B

The form 990 is provided to the trustees prior to filing.

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

The trustees monitor and enforce compliance with the conflict of interest policy as required by erisa along with the assistance of the fund's professionals.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, policies, and financial statements available upon request.

Filing and Contact Details

Filer

Filer Name
Pipe Fitters Local Union 430
EIN
73-0776131
Phone
9183886598
Address
2908 NORTH HARVARD AVE, TULSA, OK 74115

Signing Officer

Name
Michael Skinner
Title
Trustee
Phone
9183886598
Signed
2024-10-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Skinner
Formed
1968
Legal Domicile
Ok
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Royle Vazquez Llp
Address
PO BOX 1143, BROOMFIELD, CO 80038
Preparer
Nolan Royle CPA
Phone
7203296845
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The organization's board of trustees is responsible for overseeing the financial statement audit, and the selection of the independent auditor that performs the audit.

Financial Statement Notes

PART X, LINE 2:

The trust established under the plan to hold the plan's assets is qualified pursuant to section 501(c)(9) of the internal revenue code (irc) as a tax-exempt organization. The plan has obtained a favorable determination letter from the internal revenue service and the plan sponsor believes that the plan, as amended, continues to qualify and to operate in accordance with applicable provisions of the irc. Therefore, no provision for income taxes has been included in the plan's financial statements. 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 if the plan has taken an uncertain position that, more likely than not, would not be sustained upon examination by taxing authorities. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

Raw XML AppendixShowing 400 of 411 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0256668
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt051417
IRS990/AccountsReceivableGrp/BOYAmt0713276
IRS990/AccountsReceivableGrp/EOYAmt01587272
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0MULTIEMPLOYER HEALTH AND WELFARE PLAN DESIGNED TO PROVIDE BENEFITS FOR ELIGIBLE PARTICIPANTS AND BENEFICIARIES AS SPECIFIED IN THE PLAN DOCUMENT.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt06199508
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BOARD OF TRUSTEES
IRS990/BooksInCareOfDetail/PhoneNum09183886598
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02908 NORTH HARVARD AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0TULSA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990/BooksInCareOfDetail/USAddress/ZIPCd074115
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0120747
IRS990/CashNonInterestBearingGrp/EOYAmt071828
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt05433
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0246222
IRS990/ContractorCompensationGrp/CompensationAmt1145766
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0402 S ARLINGTON HEIGHTS RD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt12425 N CENTRAL EXPY SUITE 120
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0ARLINGTON HEIGHTS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1RICHARDSON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1TX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd060005
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd175080
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0BLUE CROSS BLUE SHIELD OF ILLINOIS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1SOUTHWEST SERVICE ADMINISTRATORS INC
IRS990/ContractorCompensationGrp/ServicesDesc0CLAIMS ADMINISTRATION
IRS990/ContractorCompensationGrp/ServicesDesc1THIRD PARTY ADMINISTRATOR
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt06199508
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0392554
IRS990/CYOtherExpensesAmt0841901
IRS990/CYOtherRevenueAmt05895
IRS990/CYProgramServiceRevenueAmt08048776
IRS990/CYRevenuesLessExpensesAmt01401248
IRS990/CYSalariesCompEmpBnftPaidAmt04568
IRS990/CYTotalExpensesAmt07045977
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt08447225
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0MULTIEMPLOYER HEALTH AND WELFARE PLAN DESIGNED TO PROVIDE BENEFITS FOR ELIGIBLE PARTICIPANTS AND BENEFICIARIES AS SPECIFIED IN THE PLAN DOCUMENT.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt030055
IRS990/FeesForServicesLegalGrp/TotalAmt044102
IRS990/FeesForServicesManagementGrp/TotalAmt0170544
IRS990/FeesForServicesOtherGrp/TotalAmt0499333
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt07828
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt02.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt12.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt22.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt32.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt42.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt52.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL SKINNER
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHAEL KUBALA
IRS990/Form990PartVIISectionAGrp/PersonNm2LANDON VARNELL
IRS990/Form990PartVIISectionAGrp/PersonNm3JOE WASHINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm4RICK SHOEMAKER JR
IRS990/Form990PartVIISectionAGrp/PersonNm5SCOTT SODER
IRS990/Form990PartVIISectionAGrp/PersonNm6DANIEL OWENS
IRS990/Form990PartVIISectionAGrp/PersonNm7BOBBY YORK JR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0UNION TRUSTEE - SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4EMPLOYER TRUSTEE - CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt5EMPLOYER TRUSTEE - VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt6EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7EMPLOYER TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01968
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt021721
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01183124
IRS990/GrossReceiptsAmt09608628
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt031418
IRS990/InvestmentIncomeGrp/ExclusionAmt0370833
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0370833
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06667611
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07504595
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0OK
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01161403
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt05895
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt05895
IRS990/MissionDesc0MULTIEMPLOYER HEALTH AND WELFARE PLAN DESIGNED TO PROVIDE BENEFITS FOR ELIGIBLE PARTICIPANTS AND BENEFICIARIES AS SPECIFIED IN THE PLAN DOCUMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt08075148
IRS990/NetAssetsOrFundBalancesEOYAmt09879393
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt021721
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt021721
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0402997
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt07125
IRS990/OfficeExpensesGrp/TotalAmt046063
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0340908
IRS990/OtherRevenueTotalAmt05895
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt04568
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MICHAEL SKINNER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08009493
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt139283
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08009493
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt139283
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt05163320
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-21818
IRS990/PYOtherExpensesAmt0919211
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt05997084
IRS990/PYRevenuesLessExpensesAmt0-107265
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt06082531
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05975266
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01401248
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt08075148
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt09879393
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0830182
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01108023
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt07828
IRS990ScheduleD/ExpensesSubtotalAmt07038149
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt07828
IRS990ScheduleD/InvestmentExpensesNotIncldAmt07828
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0402997
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt016581
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1320848
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt23479
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BANK OVERDRAFT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1RECIPROCAL CONTRIBUTIONS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO RELATED PARTIES
IRS990ScheduleD/RevenueNotReportedAmt0402997
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt07828
IRS990ScheduleD/RevenueSubtotalAmt08439397
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC) AS A TAX-EXEMPT ORGANIZATION. THE PLAN HAS OBTAINED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE AND THE PLAN SPONSOR BELIEVES THAT THE PLAN, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. 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 IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt07045977
IRS990ScheduleD/TotalLiabilityAmt0340908
IRS990ScheduleD/TotalRevenuePerForm990Amt08447225
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08842394
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07038149
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PROVIDED TO THE TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEES MONITOR AND ENFORCE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AS REQUIRED BY ERISA ALONG WITH THE ASSISTANCE OF THE FUND'S PROFESSIONALS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT, AND THE SELECTION OF THE INDEPENDENT AUDITOR THAT PERFORMS THE AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0000000000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CONTRIBUTING EMPLOYERS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0CONTRIBUTING EMPLOYERS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd074115
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0000000000
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0CONTRIBUTING EMPLOYERS
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0NA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd074115
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0TULSA PIPE TRADES TRAINING SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0730705632
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TRAINING BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02908 NORTH HARVARD AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TULSA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd074115
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt08331816
IRS990/TotalAssetsEOYAmt010271718
IRS990/TotalAssetsGrp/BOYAmt08331816
IRS990/TotalAssetsGrp/EOYAmt010271718
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt07045977
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0256668
IRS990/TotalLiabilitiesEOYAmt0392325
IRS990/TotalLiabilitiesGrp/BOYAmt0256668
IRS990/TotalLiabilitiesGrp/EOYAmt0392325
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08075148
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09879393
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt08048776
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0392554
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08054671
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt08447225
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08331816
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010271718
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02908 NORTH HARVARD AVE
IRS990/USAddress/CityNm0TULSA
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd074115
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0HTTPS://UA430.COM/INDEX.PHP/HEALTH-CARE/
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL SKINNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09183886598
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PIPE FITTERS LOCAL UNION 430
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH AND WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0PIPE
ReturnHeader/Filer/EIN0730776131
ReturnHeader/Filer/PhoneNum09183886598
ReturnHeader/Filer/USAddress/AddressLine1Txt02908 NORTH HARVARD AVE
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074115
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0921092242
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROYLE VAZQUEZ LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1143

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.4$0.32$14.0$11.4$7.48$3.96
2023Detailed filing. Detailed filing data is available for this year.$10.3$0.39$9.88$8.45$7.05$1.40
2022Detailed filing. Detailed filing data is available for this year.$8.33$0.26$8.08$5.98$6.08$0.11
2021Detailed filing. Detailed filing data is available for this year.$9.89$0.75$9.14$7.10$6.18$0.91
2020Detailed filing. Detailed filing data is available for this year.$8.67$0.22$8.45$6.63$7.74$1.11
2019Detailed filing. Detailed filing data is available for this year.$10.5$1.32$9.21$8.91$6.62$2.29
2018Detailed filing. Detailed filing data is available for this year.$6.92$0.39$6.52$7.51$8.65$1.14
2017Detailed filing. Detailed filing data is available for this year.$8.37$0.41$7.96$6.05$6.54$0.49
2016Summary only. Only limited summary data is available for this year.$8.78$0.52$8.27$5.97$7.20$1.23
2015Summary only. Only limited summary data is available for this year.$9.50$0.16$9.34$6.80$9.21$2.41
2014Summary only. Only limited summary data is available for this year.$12.5$0.36$12.1$6.65$8.91$2.26
2013Detailed filing. Detailed filing data is available for this year.$14.7$1.45$13.3$6.98$7.06$0.08
2012Summary only. Only limited summary data is available for this year.$14.5$1.48$13.0$6.69$7.04$0.35
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.7$1.57$13.1$6.93
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.0$1.17$13.8$6.21