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Nonprofit · EIN 21-0699966

PLUMBERS & STEAMFITTERS LOCAL 322 HEALTH & WELFARE FUND

Tax-exempt · HAMMONTON, NJ 08037

Financials

$28.7M$26.3M2022$32M$27.3M2023$33.7M$31M2024
Revenue Expenses · by fiscal year end
Financials of PLUMBERS & STEAMFITTERS LOCAL 322 HEALTH & WELFARE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2025990$33,697,951$30,988,723$2,709,228$36,217,140$238,269$35,978,871
April 30, 2024990$32,000,036$27,311,334$4,688,702$32,188,776$163,242$32,025,534
April 30, 2023990$28,652,324$26,280,819$2,371,505$27,668,155$132,997$27,535,158
Financial details: 990 for the year ended April 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$32,216,551
Investment income
$912,790
Net gain from sales of assets
-$154,865
Other revenue
$568,610

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$29,600,960
Compensation of officers, directors and key employees
$76,811
Other salaries and wages
$303,693
Salaries, compensation and benefits (total)
$781,288
Professional fundraising fees
$0
Legal fees
$35,360
Accounting fees
$61,436
Occupancy
$19,500
Travel
$6,806
Depreciation
$2,629

Balance sheet and other

Total assets, start of year
$32,188,776
Total assets, end of year
$36,217,140
Total liabilities, end of year
$238,269
Net assets, end of year
$35,978,871
Land, buildings and equipment
$2,596
Publicly traded securities
$28,274,428
Gross receipts
$72,357,397
Employees
5
Volunteers
0
Year formed
1953
State of legal domicile
NJ

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended April 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
DAVID BRUCEUNION TRUSTEE
Trustee or director
2$0$175,168$146,979
JOHN SHALOOADMINISTRATOR
Trustee or director
12$46,608$111,329$100,346
STEPHEN COURANTUNION TRUSTEE
Trustee or director
2$0$0$0
GARY FOROSISKYEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
DAVE MCCLOSKEYEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
JOHN MCGINNISSEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
GEORGE YOUNGUNION TRUSTEE
Trustee or director
2$0$0$0
990 for the year ended April 30, 2024: 7 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
DAVID BRUCEUNION TRUSTEE
Trustee or director
2$0$169,151$142,638
JOHN SHALOOADMINISTRATOR
Trustee or director
12$44,394$106,124$97,739
GARY FOROSISKYEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
DAVE MCCLOSKEYEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
STEPHEN COURANTUNION TRUSTEE
Trustee or director
2$0$0$0
GEORGE YOUNGUNION TRUSTEE
Trustee or director
2$0$0$0
JOHN MCGINNISSEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
990 for the year ended April 30, 2023: 8 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
DAVID BRUCEUNION TRUSTEE
Trustee or director
2$0$162,512$96,054
JOHN SHALOOADMINISTRATOR
Trustee or director
12$43,094$103,721$96,179
GARY FOROSISKYEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
DAVE MCCLOSKEYEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
STEPHEN COURANTUNION TRUSTEE
Trustee or director
2$0$0$0
STEVEN AGOZZINOEMPLOYER TRUSTEE (P)
Trustee or director
2$0$0$0
GEORGE YOUNGUNION TRUSTEE
Trustee or director
2$0$0$0
JOHN MCGINNISSEMPLOYER TRUSTEE
Trustee or director
2$0$0$0

Address and contacts

Address (IRS master file)
534 S ROUTE 73, HAMMONTON, NJ 08037-2401
Principal officer (990 for 2024)
DAVE BRUCE, 534 S ROUTE 73, WINSLOW, NJ 08095
Signed the 990
JOHN SHALOO, ADMINISTRATOR
Phone
(609) 567-3322
Return prepared by
NOVAK FRANCELLA LLC

Mission

THE PLAN PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS OF THE UNITED ASSOCIATION LOCAL NO. 322, WHICH REPRESENTS PLUMBERS AND PIPEFITTERS EMPLOYED IN SOUTHERN NEW JERSEY, AND TO THEIR DEPENDENTS.

990 for the year ended April 30, 2025

Program accomplishments

  • THE FUND PROVIDES MEDICAL, DENTAL, VISION, DEATH, PRESCRIPTION DRUG, SURGICAL AND DISABILITY BENEFITS TO MEMBERS AND THEIR DEPENDENTS.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026Not on file
2024April 30, 2025September 15, 2025990 on file
2023April 30, 2024September 16, 2024990 on file

IRS record

EIN
21-0699966
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1958
Accounting year ends
April
Files
Form 990 or 990-EZ
Assets (IRS master file)
$36,217,140
Income (IRS master file)
$72,357,397

Filing history

FormYear endedRevenueExpensesAssetsReturn
990April 2025$33,697,951$30,988,723$36,217,140XML
990April 2024$32,000,036$27,311,334$32,188,776XML
990April 2023$28,652,324$26,280,819$27,668,155XML
990April 2022$25,597,154$29,942,428$24,916,497IRS
990April 2021–––IRS
990April 2020–––IRS
990April 2019–––IRS
990April 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 21-0699966).

Questions about PLUMBERS & STEAMFITTERS LOCAL 322 HEALTH & WELFARE FUND

What is the EIN of PLUMBERS & STEAMFITTERS LOCAL 322 HEALTH & WELFARE FUND?
The employer identification number (EIN) of PLUMBERS & STEAMFITTERS LOCAL 322 HEALTH & WELFARE FUND is 21-0699966.
Is PLUMBERS & STEAMFITTERS LOCAL 322 HEALTH & WELFARE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1958.
Are donations to PLUMBERS & STEAMFITTERS LOCAL 322 HEALTH & WELFARE FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does PLUMBERS & STEAMFITTERS LOCAL 322 HEALTH & WELFARE FUND file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of PLUMBERS & STEAMFITTERS LOCAL 322 HEALTH & WELFARE FUND due?
The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PLUMBERS & STEAMFITTERS LOCAL 322 HEALTH & WELFARE FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended April 2025.
Who is the principal officer of PLUMBERS & STEAMFITTERS LOCAL 322 HEALTH & WELFARE FUND?
The 990 for the year ended April 30, 2025 names DAVE BRUCE.
Who are the officers and directors of PLUMBERS & STEAMFITTERS LOCAL 322 HEALTH & WELFARE FUND?
The 990 for the year ended April 30, 2025 lists 7 people; 1 received compensation from the organization.
How much revenue does PLUMBERS & STEAMFITTERS LOCAL 322 HEALTH & WELFARE FUND have?
On its 990 for the year ended April 30, 2025 it reported revenue of $33,697,951, expenses of $30,988,723 and total assets of $36,217,140 at year end.

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