Nonprofit · EIN 22-2193446
PLUMBERS AND PIPEFITTERS LOCAL UNION 9 WELFARE FUND
Also known as 9
Tax-exempt · TRENTON, NJ 08628
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $34,452,285 | $31,408,172 | $3,044,113 | $43,665,300 | $4,812,441 | $38,852,859 |
| June 30, 2024 | 990 | $33,102,079 | $27,669,488 | $5,432,591 | $39,016,551 | $4,031,888 | $34,984,663 |
| June 30, 2023 | 990 | $29,668,428 | $29,022,720 | $645,708 | $33,170,398 | $3,618,326 | $29,552,072 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $32,993,100
- Investment income
- $1,459,185
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $30,381,895
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $58,611
- Accounting fees
- $48,718
- Program services (functional)
- $30,381,895
- Management and general (functional)
- $1,026,277
Balance sheet and other
- Total assets, start of year
- $39,016,551
- Total assets, end of year
- $43,665,300
- Total liabilities, end of year
- $4,812,441
- Net assets, end of year
- $38,852,859
- Gross receipts
- $34,452,285
- Employees
- 35
- Year formed
- 1977
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHAEL TRANBERG | Trustee Trustee or director | 1 | $0 | $186,964 | $126,002 |
| PATRICK SCHARNITZ | Trustee Trustee or director | 1 | $0 | $158,007 | $121,597 |
| CHARLES GELOSO | Trustee Trustee or director | 1 | $0 | $1,706 | $0 |
| THOMAS F PANCONI JR | Trustee Trustee or director | 1 | $0 | $1,706 | $0 |
| CHARLES WHALEN III | Trustee Trustee or director | 1 | $0 | $1,582 | $0 |
| DANIEL REUTER | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| VINCENT SPIEZIO III | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| NICHOLAS SAPNAR | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT J BREYTA JR | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| PHILLIP PETILLO | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| DAVID STROBINO | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| JUSTIN MALONEY | Trustee Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHAEL MALONEY | Trustee Trustee or director | 1 | $0 | $175,852 | $130,001 |
| CHARLES WHALEN III | Trustee Trustee or director | 1 | $0 | $162,767 | $127,185 |
| PATRICK SCHARNITZ | Trustee Trustee or director | 1 | $0 | $132,766 | $120,196 |
| DANIEL REUTER | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| VINCENT SPIEZIO III | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| NICHOLAS SAPNER | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT J BREYTA JR | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| PHILLIP PETILLO | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| DAVID STROBINO | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| BRIAN F KEARNS | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| JUSTIN MALONEY | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| THOMAS F PANCONI JR | Trustee Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHAEL MALONEY | TRUSTEE Trustee or director | 1 | $0 | $174,075 | $127,484 |
| CHARLES WHALEN III | TRUSTEE Trustee or director | 1 | $0 | $157,174 | $124,751 |
| PATRICK SCHARNITZ | TRUSTEE Trustee or director | 1 | $0 | $129,374 | $117,604 |
| DANIEL REUTER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| VINCENT SPIEZIO III | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| NICHOLAS SAPNER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT J BREYTA JR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PHILLIP PETILLO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVID STROBINO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BRIAN F KEARNS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JUSTIN MALONEY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| THOMAS F PANCONI JR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 830 BEAR TAVERN RD, TRENTON, NJ 08628-1020
- In care of
- % IE SHAFFER & CO
- Signed the 990
- JONATHAN D LEVINE, ADMINISTRATOR
- Phone
- (609) 718-1323
- Return prepared by
- DAVID A GERSON CPA & ASSOCIATES PC
Mission
PROVIDE GROUP HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR QUALIFIED DEPENDENTS.
Program accomplishments
- PROVIDE GROUP HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR QUALIFIED DEPENDENTS.Expenses $30,381,895 · revenue $32,993,100
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 22-2193446
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1979
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $43,665,300
- Income (IRS master file)
- $34,452,285
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $34,452,285 | $31,408,172 | $43,665,300 | XML |
| 990 | June 2024 | $33,102,079 | $27,669,488 | $39,016,551 | XML |
| 990 | June 2023 | $29,668,428 | $29,022,720 | $33,170,398 | XML |
| 990 | June 2022 | $27,003,404 | $25,138,803 | $32,816,826 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 22-2193446).
Questions about PLUMBERS AND PIPEFITTERS LOCAL UNION 9 WELFARE FUND
- What is the EIN of PLUMBERS AND PIPEFITTERS LOCAL UNION 9 WELFARE FUND?
- The employer identification number (EIN) of PLUMBERS AND PIPEFITTERS LOCAL UNION 9 WELFARE FUND is 22-2193446.
- Is PLUMBERS AND PIPEFITTERS LOCAL UNION 9 WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1979.
- Are donations to PLUMBERS AND PIPEFITTERS LOCAL UNION 9 WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PLUMBERS AND PIPEFITTERS LOCAL UNION 9 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 AND PIPEFITTERS LOCAL UNION 9 WELFARE FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PLUMBERS AND PIPEFITTERS LOCAL UNION 9 WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of PLUMBERS AND PIPEFITTERS LOCAL UNION 9 WELFARE FUND?
- The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does PLUMBERS AND PIPEFITTERS LOCAL UNION 9 WELFARE FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $34,452,285, expenses of $31,408,172 and total assets of $43,665,300 at year end.
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