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Nonprofit · EIN 25-6032450

STEAMFITTERS LOCAL 449 MEDICAL & BENEFIT FUND

Tax-exempt · HARMONY, PA 16037

Financials

$47M$39.1M2023$46.4M$39.7M2024
Revenue Expenses · by fiscal year end
Financials of STEAMFITTERS LOCAL 449 MEDICAL & BENEFIT FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$46,437,966$39,722,351$6,715,615$100,849,349$421,630$100,427,719
December 31, 2023990$47,049,653$39,139,175$7,910,478$92,815,380$189,469$92,625,911
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$43,768,306
Investment income
$2,661,734
Other revenue
$7,926

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$39,044,414
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$26,750
Accounting fees
$30,970

Balance sheet and other

Total assets, start of year
$92,815,380
Total assets, end of year
$100,849,349
Total liabilities, end of year
$421,630
Net assets, end of year
$100,427,719
Publicly traded securities
$67,801,769
Gross receipts
$46,437,966
Employees
0
Volunteers
0
Year formed
1953
State of legal domicile
PA

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
JAMES HARDINGUNION TRUSTEE - CHAIRMAN
Trustee or director
1$0
KENNETH BROADBENTUNION TRUSTEE
Trustee or director
1$0
HARRY STERLINGUNION TRUSTEE
Trustee or director
1$0
RICHARD KINGUNION TRUSTEE
Trustee or director
1$0
DAVID PLAVIUNION TRUSTEE
Trustee or director
1$0
REGIS CLAUSMANAGEMENT TRUSTEE
Trustee or director
1$0
DAN LUGAILAMANAGEMENT TRUSTEE
Trustee or director
1$0
RAY GAJSKIMANAGEMENT TRUSTEE
Trustee or director
1$0
990 for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
JAMES HARDINGUNION TRUSTEE - CHAIRMAN
Trustee or director
1$0
KENNETH BROADBENTUNION TRUSTEE
Trustee or director
1$0
HARRY STERLINGUNION TRUSTEE
Trustee or director
1$0
RICHARD KINGUNION TRUSTEE
Trustee or director
1$0
ANDREW BEARDSLEYUNION TRUSTEE
Trustee or director
1$0
REGIS CLAUSMANAGEMENT TRUSTEE
Trustee or director
1$0
DAN LUGAILAMANAGEMENT TRUSTEE
Trustee or director
1$0
RAY GAJSKIMANAGEMENT TRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
232 WISE RD STE 330, HARMONY, PA 16037-9221
In care of
% STEAMFITTERS 449 MEDICAL & BENEFI
Principal officer (990 for 2024)
JAMES HARDING, 232 WISE ROAD 330, HARMONY, PA 16037
Signed the 990
JAMES HARDING, TRUSTEE - CHAIRMAN
Phone
(412) 381-0300
Return prepared by
HENRY ROSSI & CO LLP

Mission

TO PAY MEDICAL BENEFITS FOR MEMBERS OF A TRADE UNION, THEIR SPOUSES AND THEIR DEPENDENTS

990 for the year ended December 31, 2024

Program accomplishments

  • THE PLAN PAYS MEDICAL BENEFITS FOR MEMBERS OF A TRADE UNION, THEIR SPOUSES AND THEIR DEPENDENTS.
    Expenses $39,722,351 · revenue $46,437,966

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
25-6032450
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1954
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$100,849,349
Income (IRS master file)
$46,437,966

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$46,437,966$39,722,351$100,849,349XML
990December 2023$47,049,653$39,139,175$92,815,380XML
990December 2022$33,756,431$35,577,291$84,836,791IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 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 25-6032450).

Questions about STEAMFITTERS LOCAL 449 MEDICAL & BENEFIT FUND

What is the EIN of STEAMFITTERS LOCAL 449 MEDICAL & BENEFIT FUND?
The employer identification number (EIN) of STEAMFITTERS LOCAL 449 MEDICAL & BENEFIT FUND is 25-6032450.
Is STEAMFITTERS LOCAL 449 MEDICAL & BENEFIT FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1954.
Are donations to STEAMFITTERS LOCAL 449 MEDICAL & BENEFIT FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does STEAMFITTERS LOCAL 449 MEDICAL & BENEFIT 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 STEAMFITTERS LOCAL 449 MEDICAL & BENEFIT FUND due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did STEAMFITTERS LOCAL 449 MEDICAL & BENEFIT FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of STEAMFITTERS LOCAL 449 MEDICAL & BENEFIT FUND?
The 990 for the year ended December 31, 2024 names JAMES HARDING.
Who are the officers and directors of STEAMFITTERS LOCAL 449 MEDICAL & BENEFIT FUND?
The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
How much revenue does STEAMFITTERS LOCAL 449 MEDICAL & BENEFIT FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $46,437,966, expenses of $39,722,351 and total assets of $100,849,349 at year end.

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