Civic Intelligence

Pipe Fitters Local Union #211 Welfare

EIN 74-6063911 • 501(c)9 • Houston, TX

View Organization Page

Profile

Provision of health benefits to eligible members and their dependents.

8441 Gulf Freeway Suite 304Houston, TX 77017

n/A

Siviq Scores

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

Liabilities / Assets

81st percentile

0.25x

Higher debt load relative to assets than 81% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

0.42x

Higher debt load relative to revenue than 87% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

86th percentile

30%

Higher net margin than 86% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

63rd percentile

$155,959

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Asset Growth

93rd percentile

25%

Faster asset growth than 93% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

25%

Faster revenue growth than 84% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$56,606,166

Up $11,437,197 (+25%) from 2023

Liabilities

Up

$14,336,577

Up $1,327,331 (+10%) from 2023

Net Assets

Up

$42,269,589

Up $10,109,866 (+31%) from 2023

Operations
Liabilities / Revenue87th percentileNet Margin86th percentile

Revenue

Up

$33,931,959

Up $6,768,803 (+25%) from 2023

Expenses

Up

$23,822,093

Up $5,211,768 (+28%) from 2023

Net Income

Up

$10,109,866

Up $1,557,035 (+18%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth93rd percentile

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

$60M$40M$20M$0-$20M-$40MAssets 2010: $26,194,558Liabilities 2010: $36,762,471Net Assets 2010: -$10,567,9132010Assets 2011: $26,712,842Liabilities 2011: $32,605,690Net Assets 2011: -$5,892,8482011Assets 2012: $25,045,333Liabilities 2012: $36,645,467Net Assets 2012: -$11,600,1342012Assets 2013: $25,960,898Liabilities 2013: $34,463,970Net Assets 2013: -$8,503,0722013Assets 2014: $26,086,525Liabilities 2014: $38,773,859Net Assets 2014: -$12,687,3342014Assets 2015: $26,721,220Liabilities 2015: $45,608,855Net Assets 2015: -$18,887,6352015Assets 2016: $20,905,951Liabilities 2016: $41,761,165Net Assets 2016: -$20,855,2142016Assets 2017: $18,256,671Liabilities 2017: $29,111,339Net Assets 2017: -$10,854,6682017Assets 2018: $15,660,222Liabilities 2018: $15,494,259Net Assets 2018: $165,9632018Assets 2019: $19,495,989Liabilities 2019: $13,244,639Net Assets 2019: $6,251,3502019Assets 2020: $23,598,868Liabilities 2020: $11,938,528Net Assets 2020: $11,660,3402020Assets 2021: $29,818,184Liabilities 2021: $13,858,765Net Assets 2021: $15,959,4192021Assets 2022: $36,654,702Liabilities 2022: $13,047,810Net Assets 2022: $23,606,8922022Assets 2023: $45,168,969Liabilities 2023: $13,009,246Net Assets 2023: $32,159,7232023Assets 2024: $56,606,166Liabilities 2024: $14,336,577Net Assets 2024: $42,269,5892024

Highlighted filing

2024

Assets$56,606,166
Liabilities$14,336,577
Net Assets$42,269,589
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

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

$40M$20M$0-$20MExpenses 2010: $19,744,7222010Expenses 2011: $6,824,2522011Revenue 2012: $12,326,637Expenses 2012: $18,033,923Net Income 2012: -$5,707,2862012Revenue 2013: $15,122,050Expenses 2013: $12,024,988Net Income 2013: $3,097,0622013Revenue 2014: $13,193,591Expenses 2014: $17,377,853Net Income 2014: -$4,184,2622014Revenue 2015: $16,991,540Expenses 2015: $23,191,841Net Income 2015: -$6,200,3012015Revenue 2016: $21,435,938Expenses 2016: $23,403,517Net Income 2016: -$1,967,5792016Revenue 2017: $32,590,504Expenses 2017: $22,589,958Net Income 2017: $10,000,5462017Revenue 2018: $34,509,622Expenses 2018: $23,488,991Net Income 2018: $11,020,6312018Revenue 2019: $26,142,941Expenses 2019: $20,057,554Net Income 2019: $6,085,3872019Revenue 2020: $22,882,367Expenses 2020: $17,473,377Net Income 2020: $5,408,9902020Revenue 2021: $27,170,628Expenses 2021: $22,871,549Net Income 2021: $4,299,0792021Revenue 2022: $25,692,465Expenses 2022: $18,044,992Net Income 2022: $7,647,4732022Revenue 2023: $27,163,156Expenses 2023: $18,610,325Net Income 2023: $8,552,8312023Revenue 2024: $33,931,959Expenses 2024: $23,822,093Net Income 2024: $10,109,8662024

Highlighted filing

2024

Revenue$33,931,959
Expenses$23,822,093
Net Income$10,109,866
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,606,166
Liabilities
$14,336,577
Net assets
$42,269,589
Revenue
$33,931,959
Expenses
$23,822,093
Net income
$10,109,866
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$56.6$14.3$42.3$33.9$23.8$10.1
2023Detailed filing. Detailed filing data is available for this year.$45.2$13.0$32.2$27.2$18.6$8.55
2022Detailed filing. Detailed filing data is available for this year.$36.7$13.0$23.6$25.7$18.0$7.65
2021Detailed filing. Detailed filing data is available for this year.$29.8$13.9$16.0$27.2$22.9$4.30
2020Detailed filing. Detailed filing data is available for this year.$23.6$11.9$11.7$22.9$17.5$5.41
2019Detailed filing. Detailed filing data is available for this year.$19.5$13.2$6.25$26.1$20.1$6.09
2018Detailed filing. Detailed filing data is available for this year.$15.7$15.5$0.17$34.5$23.5$11.0
2017Detailed filing. Detailed filing data is available for this year.$18.3$29.1$10.9$32.6$22.6$10.0
2016Detailed filing. Detailed filing data is available for this year.$20.9$41.8$20.9$21.4$23.4$1.97
2015Detailed filing. Detailed filing data is available for this year.$26.7$45.6$18.9$17.0$23.2$6.20
2014Detailed filing. Detailed filing data is available for this year.$26.1$38.8$12.7$13.2$17.4$4.18
2013Detailed filing. Detailed filing data is available for this year.$26.0$34.5$8.50$15.1$12.0$3.10
2012Summary only. Only limited summary data is available for this year.$25.0$36.6$11.6$12.3$18.0$5.71
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.7$32.6$5.89$6.82
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.2$36.8$10.6$19.7
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 13, 2025
Return Version
2024v5.2
Gross Receipts
$33,931,959
Mission and Program Overview

Mission

Provision of health benefits to eligible members and their dependents.

Provision of health benefits for its members and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$35,690,287$45,826,310▲ $10,136,023
Rtn Earn Endowment Incm Other Fnds$32,159,723$42,269,589▲ $10,109,866
Savings and Temporary Cash Investments$7,078,858$7,878,890▲ $800,032
Accounts Receivable$2,390,553$2,892,466▲ $501,913
Land, Buildings, and Equipment, Net$9,271$8,500▼ $771
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$45,168,969$56,606,166▲ $11,437,197
Liabilities
Other Liabilities$11,824,370$13,323,972▲ $1,499,602
Accounts Payable and Accrued Expenses$1,184,876$1,012,605▼ $172,271
Total Liabilities$13,009,246$14,336,577▲ $1,327,331
Net Assets / Fund Balance
Total Net Assets Fund Balance$32,159,723$42,269,589▲ $10,109,866
Total Liabilities and Net Assets / Fund Balance$45,168,969$56,606,166▲ $11,437,197

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$8,000$61,227$69,227
Equipment$0$13,653$13,653
Land$500-$500
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Randy BealCoordinatorFT$155,959$155,959

Board Members and Trustees

NameTitle
Bryan EdwardsTrustee
Doug GregoryTrustee
Jeff BroussadrTrustee
Kenneth WaybrightTrustee
Mark LetsosTrustee
Octavio RojasTrustee
Rick BeelerTrustee
Tony MccorveyTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Benefit ResourcesAdministration8441 Gulf Freeway Suite 304, Houston, TX 77017$267,210
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$30,204,703
Investment Income
$1,965,585
Other Revenue
$1,761,671
Change in Net Assets
$10,109,866

Audited Revenue Reconciliation

Revenue per Audited Statements
$33,931,959
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$33,931,959
Total Revenue per Form 990
$33,931,959
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,115,201
Salaries, Compensation, and Employee Benefits$334,530
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$19,372,362--$19,372,362
Fees for Services Management-$267,210-$267,210
Other Salaries and Wages$216,671--$216,671
Fees for Services Accounting-$167,400-$167,400
Fees for Services Legal-$127,529-$127,529
Fees for Service Investment Mgmnt Fees-$127,468-$127,468
Other Employee Benefits$98,577--$98,577
Office Expenses$53,331--$53,331
Insurance$35,953--$35,953
Other Expenses$29,330$115,069-$29,330
Payroll Taxes$19,282--$19,282
Conferences and Meetings$7,656--$7,656
Depreciation Depletion-$771-$771
Total Functional Expenses$23,016,646$805,447$0$23,822,093

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$23,822,093
Total Expenses per Audited Statements$23,822,093
Total Expenses per Form 990$23,822,093
Expenses Not Reported on Financial Statements$0
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
Hour Bank Liability$9,000,000
Claims Liab. Est.$2,408,300
Post Retirement Benefits$1,915,672
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
No

Governance Explanations

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

“Reviewed and approved trustees prior to it being filed with the internal revenue service.”

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

“Conflict of interest policy is reviewed annually with the board of trustees and enforced at the board meeting.”

Form 990, Part VI, Section B, line 15

“Fund coordinator compensation is reviewed and approved by the board of trustees on an annual basis. Compensation tied to wage package in written collective bargaining contract.”

Form 990, Part VI, Section C, line 18

“Form 990 is filed with the internal revenue service and it is open to public inspection through the agency. Participants may request and inspect the form 990, financial documents, and policies. Written requests to the board of trustees may be made at any time.”

Form 990, Part VI, Section C, line 19

“Form 990 is filed with the internal revenue service and it is open to public inspection through the agency. Participants may request and inspect the form 990, financial documents, and policies. Written requests to the board of trustees may be made at any time.”

Filing and Contact Details

Filer

Filer Name
PIPE FITTERS LOCAL UNION #211 WELFARE
EIN
74-6063911
Phone
7136439300
Address
8441 GULF FREEWAY SUITE 304, HOUSTON, TX 77017

Signing Officer

Name
Bryan Edwards
Title
Trustee
Phone
7136439300
Signed
2025-10-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bryan Edwards
Formed
1964
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
8
Employees
2
Volunteers
0

Preparer

Firm
Harper & Pearson Company PC
Address
One Riverway Suite 1900, Houston, TX 77056
Preparer
Kevin E Bienvenu CPA
Phone
7136222310
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“No changes to the oversight process for the organization's financial statements or selection of independent accountant. The board is reponsible for the selection of the independent outside account firm to conduct the annual auidt. The board is also responsible for the approval of the audit report and the approval and filing of the tax return.”

Financial Statement Notes

Part X, Line 2:

“During 2024 there were no unrelated business activities; thus, no provision has been made for income taxes. As of December 31, 2024, the tax years that remain subject to examination by the major tax jurisdictions under the statute of limitations are from the period ended December 31, 2021 forward (with limited exceptions). Tax penalties and interest, if any, would be recorded when paid and would be classified as tax expense in the statements of revenues and expenses and changes in net assets - modified cash basis.”

Schedule D Part X

“The internal revenue service has ruled that the fund qualified under section 501(c)(9) of the internal revenue code. The fund is subject to taxes on unrelated business income. During 2024 there was no unrelated business activity and no provision has been made for income taxes. The fund belives that all signifincant tax positions utilized by the fund will be sustained upon examination. As of december 31, 2024, the tax years that remain subject to examination by the major tax jurisdictions under the statute of limitiations are from the year 2020 forward (with limited exceptions). Tax penalties and interest, if any, would be recorded when paid and would be classified as tax expense in the statement of changes in benefit obligations.”

Raw XML AppendixShowing 400 of 417 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt035953
IRS990/InsuranceGrp/TotalAmt035953
IRS990/InvestmentIncomeGrp/ExclusionAmt01965585
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01965585
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt035690287
IRS990/InvestmentsPubTradedSecGrp/EOYAmt045826310
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt074880
IRS990/LandBldgEquipBasisNetGrp/BOYAmt09271
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08500
IRS990/LandBldgEquipCostOrOtherBssAmt083380
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVISION OF HEALTH BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt032159723
IRS990/NetAssetsOrFundBalancesEOYAmt042269589
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt053331
IRS990/OfficeExpensesGrp/TotalAmt053331
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt098577
IRS990/OtherEmployeeBenefitsGrp/TotalAmt098577
IRS990/OtherExpensesGrp/Desc0INSURANCE PREMIUM
IRS990/OtherExpensesGrp/Desc1BENEFIT OBLIGATION CHAN
IRS990/OtherExpensesGrp/Desc2CONSULTING FEE
IRS990/OtherExpensesGrp/Desc3BANK FEES & OTHER
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0115069
IRS990/OtherExpensesGrp/ProgramServicesAmt01683882
IRS990/OtherExpensesGrp/ProgramServicesAmt11499602
IRS990/OtherExpensesGrp/ProgramServicesAmt229330
IRS990/OtherExpensesGrp/TotalAmt01683882
IRS990/OtherExpensesGrp/TotalAmt11499602
IRS990/OtherExpensesGrp/TotalAmt2115069
IRS990/OtherExpensesGrp/TotalAmt329330
IRS990/OtherLiabilitiesGrp/BOYAmt011824370
IRS990/OtherLiabilitiesGrp/EOYAmt013323972
IRS990/OtherRevenueMiscGrp/BusinessCd0900001
IRS990/OtherRevenueMiscGrp/BusinessCd1900001
IRS990/OtherRevenueMiscGrp/Desc0REINSURANCE
IRS990/OtherRevenueMiscGrp/Desc1APPRECIATION OF INVESTMENT
IRS990/OtherRevenueMiscGrp/ExclusionAmt0135053
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01626618
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01626618
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1135053
IRS990/OtherRevenueTotalAmt01761671
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0216671
IRS990/OtherSalariesAndWagesGrp/TotalAmt0216671
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt019282
IRS990/PayrollTaxesGrp/TotalAmt019282
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Bryan Edwards
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900001
IRS990/ProgramServiceRevenueGrp/BusinessCd1900001
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt030144220
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt160483
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt030144220
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt160483
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt016048186
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01823947
IRS990/PYOtherExpensesAmt02230947
IRS990/PYOtherRevenueAmt01197588
IRS990/PYProgramServiceRevenueAmt024141621
IRS990/PYRevenuesLessExpensesAmt08552831
IRS990/PYSalariesCompEmpBnftPaidAmt0331192
IRS990/PYTotalExpensesAmt018610325
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt027163156
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt010109866
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt033931959
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt032159723
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt042269589
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07078858
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07878890
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt013653
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt013653
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt023822093
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0500
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0500
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt08000
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt061227
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt069227
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02408300
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt19000000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21915672
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS LIAB. EST.
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1HOUR BANK LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2POST RETIREMENT BENEFITS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt033931959
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0During 2024 there were no unrelated business activities; thus, no provision has been made for income taxes. As of December 31, 2024, the tax years that remain subject to examination by the major tax jurisdictions under the statute of limitations are from the period ended December 31, 2021 forward (with limited exceptions). Tax penalties and interest, if any, would be recorded when paid and would be classified as tax expense in the statements of revenues and expenses and changes in net assets - modified cash basis.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE INTERNAL REVENUE SERVICE HAS RULED THAT THE FUND QUALIFIED UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE. THE FUND IS SUBJECT TO TAXES ON UNRELATED BUSINESS INCOME. DURING 2024 THERE WAS NO UNRELATED BUSINESS ACTIVITY AND NO PROVISION HAS BEEN MADE FOR INCOME TAXES. THE FUND BELIVES THAT ALL SIGNIFINCANT TAX POSITIONS UTILIZED BY THE FUND WILL BE SUSTAINED UPON EXAMINATION. AS OF DECEMBER 31, 2024, THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY THE MAJOR TAX JURISDICTIONS UNDER THE STATUTE OF LIMITIATIONS ARE FROM THE YEAR 2020 FORWARD (WITH LIMITED EXCEPTIONS). TAX PENALTIES AND INTEREST, IF ANY, WOULD BE RECORDED WHEN PAID AND WOULD BE CLASSIFIED AS TAX EXPENSE IN THE STATEMENT OF CHANGES IN BENEFIT OBLIGATIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08500
IRS990ScheduleD/TotalExpensesPerForm990Amt023822093
IRS990ScheduleD/TotalLiabilityAmt013323972
IRS990ScheduleD/TotalRevenuePerForm990Amt033931959
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt033931959
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt023822093
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0155959
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RANDY BEAL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0COORDINATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0155959
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED AND APPROVED TRUSTEES PRIOR TO IT BEING FILED WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY WITH THE BOARD OF TRUSTEES AND ENFORCED AT THE BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FUND COORDINATOR COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES ON AN ANNUAL BASIS. COMPENSATION TIED TO WAGE PACKAGE IN WRITTEN COLLECTIVE BARGAINING CONTRACT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE AND IT IS OPEN TO PUBLIC INSPECTION THROUGH THE AGENCY. PARTICIPANTS MAY REQUEST AND INSPECT THE FORM 990, FINANCIAL DOCUMENTS, AND POLICIES. WRITTEN REQUESTS TO THE BOARD OF TRUSTEES MAY BE MADE AT ANY TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE AND IT IS OPEN TO PUBLIC INSPECTION THROUGH THE AGENCY. PARTICIPANTS MAY REQUEST AND INSPECT THE FORM 990, FINANCIAL DOCUMENTS, AND POLICIES. WRITTEN REQUESTS TO THE BOARD OF TRUSTEES MAY BE MADE AT ANY TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5No changes to the oversight process for the organization's financial statements or selection of independent accountant. The board is reponsible for the selection of the independent outside account firm to conduct the annual auidt. The board is also responsible for the approval of the audit report and the approval and filing of the tax return.
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 B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XII, Line 2c
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt045168969
IRS990/TotalAssetsEOYAmt056606166
IRS990/TotalAssetsGrp/BOYAmt045168969
IRS990/TotalAssetsGrp/EOYAmt056606166
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0805447
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt023016646
IRS990/TotalFunctionalExpensesGrp/TotalAmt023822093
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt013009246
IRS990/TotalLiabilitiesEOYAmt014336577
IRS990/TotalLiabilitiesGrp/BOYAmt013009246
IRS990/TotalLiabilitiesGrp/EOYAmt014336577
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt032159723
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt042269589
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt023016646
IRS990/TotalProgramServiceRevenueAmt030204703
IRS990/TotalReportableCompFromOrgAmt0155959
IRS990/TotalRevenueGrp/ExclusionAmt02100638
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt031831321
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt033931959
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt045168969
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt056606166
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08441 Gulf Freeway Suite 304
IRS990/USAddress/CityNm0Houston
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077017
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Bryan Edwards
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum07136439300
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PIPE FITTERS LOCAL UNION #211 WELFARE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0PIPE
ReturnHeader/Filer/EIN0746063911
ReturnHeader/Filer/PhoneNum07136439300
ReturnHeader/Filer/USAddress/AddressLine1Txt08441 GULF FREEWAY SUITE 304

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