Nonprofit · EIN 23-6280075
PLUMBERS 520 HEALTH & WELFARE FUND
Tax-exempt · TROY, MI 48098
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990 | $28,695,286 | $24,209,078 | $4,486,208 | $31,445,340 | $95,694 | $31,349,646 |
| April 30, 2024 | 990 | $26,521,331 | $23,164,867 | $3,356,464 | $27,789,457 | $154,559 | $27,634,898 |
| April 30, 2023 | 990 | $23,299,631 | $22,246,568 | $1,053,063 | $23,938,945 | $241,635 | $23,697,310 |
Financial details: 990 for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $25,890,006
- Investment income
- $2,739,915
- Net gain from sales of assets
- $1,880,889
- Other revenue
- $65,365
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $23,682,292
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $18,745
- Accounting fees
- $20,500
Balance sheet and other
- Total assets, start of year
- $27,789,457
- Total assets, end of year
- $31,445,340
- Total liabilities, end of year
- $95,694
- Net assets, end of year
- $31,349,646
- Publicly traded securities
- $25,071,947
- Gross receipts
- $45,798,529
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1958
- State of legal domicile
- MI
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| James Estabrook | Management Trustee Trustee or director | 1 | $0 |
| Christopher Edenbo | Union Trustee Trustee or director | 1 | $0 |
| James Enders | Union Trustee Trustee or director | 1 | $0 |
| Josh Clark | Union Trustee Trustee or director | 1 | $0 |
990 for the year ended April 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| James Estabrook | Management Trustee Trustee or director | 1 | $0 |
| Christopher Edenbo | Union Trustee Trustee or director | 1 | $0 |
| James Enders | Union Trustee Trustee or director | 1 | $0 |
| Josh Clark | Union Trustee Trustee or director | 1 | $0 |
990 for the year ended April 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| James Estabrook | Management Trustee Trustee or director | 1 | $0 |
| Frank Kelly | Union Trustee Trustee or director | 1 | $0 |
| James Enders | Union Trustee Trustee or director | 1 | $0 |
| Chris Edenbo | Union Trustee Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 700 TOWER DR STE 300, TROY, MI 48098-2835
- In care of
- % PLUMBERS & PIPEFITTERS HW PL
- Principal officer (990 for 2024)
- Frank Kelly James Estabrook, 700 Tower Road Suite 300, Troy, MI 48098
- Signed the 990
- Christopher Edenbo James Estabrook, Trustees
- Phone
- (248) 813-9800
- Return prepared by
- FISCHER DORWART PC
Mission
Provide health and other benefits to eligible participants in the construction industry in central Pennsylvania covered by collective bargaining agreements.
Program accomplishments
- Provision of death, accidental death and dismemberment, disability, hospitalization, medical, surgical, prescription drug, dental, vision care, loss-of-sight, asbestos screening, routine physical examinations and hearing aid benefits to eligible participants.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990 on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990 on file |
IRS record
- EIN
- 23-6280075
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1967
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $31,445,340
- Income (IRS master file)
- $45,798,529
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2025 | $28,695,286 | $24,209,078 | $31,445,340 | XML |
| 990 | April 2024 | $26,521,331 | $23,164,867 | $27,789,457 | XML |
| 990 | April 2023 | $23,299,631 | $22,246,568 | $23,938,945 | XML |
| 990 | April 2022 | $25,169,868 | $23,150,794 | $22,911,632 | IRS |
| 990 | April 2021 | – | – | – | IRS |
| 990 | April 2020 | – | – | – | IRS |
| 990 | April 2019 | – | – | – | IRS |
| 990 | April 2018 | – | – | – | IRS |
| 990 | April 2017 | – | – | – | 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 23-6280075).
Questions about PLUMBERS 520 HEALTH & WELFARE FUND
- What is the EIN of PLUMBERS 520 HEALTH & WELFARE FUND?
- The employer identification number (EIN) of PLUMBERS 520 HEALTH & WELFARE FUND is 23-6280075.
- Is PLUMBERS 520 HEALTH & WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1967.
- Are donations to PLUMBERS 520 HEALTH & WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PLUMBERS 520 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 520 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 520 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 520 HEALTH & WELFARE FUND?
- The 990 for the year ended April 30, 2025 names Frank Kelly James Estabrook.
- Who are the officers and directors of PLUMBERS 520 HEALTH & WELFARE FUND?
- The 990 for the year ended April 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does PLUMBERS 520 HEALTH & WELFARE FUND have?
- On its 990 for the year ended April 30, 2025 it reported revenue of $28,695,286, expenses of $24,209,078 and total assets of $31,445,340 at year end.
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- OPERATING ENGINEERS LOCAL 324 VACATION AND HOLIDAY FUND OF MICHI EIN 38-6195525 · last filed 990 for 2025
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- U A LOCAL 393 HEALTH & WELFARE TR EIN 94-6401544 · last filed 990 for 2024
- KRESGE FOUNDATION EIN 38-1359217 · last filed 990-PF for 2024
- INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 17 WELFARE FUND EIN 23-7080551 · last filed 990 for 2025