Nonprofit · EIN 37-0695761
PLUMBERS & PIPEFITTERS HEALTH & WELFARE INSURANCE TRUST
Also known as LOCAL 553
Tax-exempt · EAST ALTON, IL 62024
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $3,701,489 | $4,122,225 | -$420,736 | $6,958,756 | $213,841 | $6,744,915 |
| December 31, 2023 | 990 | $2,627,045 | $5,494,291 | -$2,867,246 | $7,046,409 | $99,838 | $6,946,571 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $3,242,116
- Investment income
- $277,245
- Net gain from sales of assets
- $68,652
- Other revenue
- $182,128
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $3,646,731
- Other salaries and wages
- $176,966
- Salaries, compensation and benefits (total)
- $239,234
- Professional fundraising fees
- $0
- Legal fees
- $8,523
- Accounting fees
- $44,485
Balance sheet and other
- Total assets, start of year
- $7,046,409
- Total assets, end of year
- $6,958,756
- Total liabilities, end of year
- $213,841
- Net assets, end of year
- $6,744,915
- Publicly traded securities
- $5,148,168
- Net assets without donor restrictions
- $6,744,915
- Gross receipts
- $8,796,018
- Employees
- 5
- Volunteers
- 0
- Year formed
- 1952
- State of legal domicile
- IL
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRADLEY BEST | PLAN ADMINISTRATOR Officer | 40 | $114,670 |
| SEAN EICKHOFF | TRUSTEE Trustee or director | 0 | $0 |
| DAVID LOELLKE | TRUSTEE Trustee or director | 0 | $0 |
| BRETT SCHWALB | TRUSTEE Trustee or director | 0 | $0 |
| JOHN BATTUELLO JR | TRUSTEE Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRADLEY BEST | Trustee Trustee or director, Officer | 40 | $109,533 |
| DAVID LOELLKE | CO TRUSTEE Trustee or director | 0 | $0 |
| SCOTT SMITH | CO TRUSTEE Trustee or director | 0 | $0 |
| BRETT SCHWALB | UNION TRUSTEE Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2 S WESLEY DR, EAST ALTON, IL 62024-2097
- In care of
- % WM E MATHIS SR - ADMINISTRATOR
- Principal officer (990 for 2024)
- BRETT SCHWALB, 2 S WESLEY DRIVE, EAST ALTON, IL 62024
- Signed the 990
- BRETT SCHWALB, BUSINESS MANAGER, TREASURER
- Phone
- (618) 259-7533
- Return prepared by
- ANDERS MINKLER HUBER & HELM LLP
Mission
HEALTH INSURANCE
Program accomplishments
- THE PLUMBERS & PIPEFITTERS HEALTH & WELFARE INSURANCE TRUST PROVIDES HOSPITALIZATION AND OTHER MEDICAL BENEFITS TO THE MEMBERS & RETIREES OF THE PLUMBERS &PIPEFITTERS LOCAL #553. THE PLAN BENEFITS ON A MONTHLY AVERAGE, 350 MEMBERS.Expenses $4,007,549
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 37-0695761
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1953
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $6,958,756
- Income (IRS master file)
- $8,796,018
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $3,701,489 | $4,122,225 | $6,958,756 | XML |
| 990 | December 2023 | $2,627,045 | $5,494,291 | $7,046,409 | XML |
| 990 | December 2022 | $3,576,318 | $3,838,727 | $8,687,138 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 37-0695761).
Questions about PLUMBERS & PIPEFITTERS HEALTH & WELFARE INSURANCE TRUST
- What is the EIN of PLUMBERS & PIPEFITTERS HEALTH & WELFARE INSURANCE TRUST?
- The employer identification number (EIN) of PLUMBERS & PIPEFITTERS HEALTH & WELFARE INSURANCE TRUST is 37-0695761.
- Is PLUMBERS & PIPEFITTERS HEALTH & WELFARE INSURANCE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1953.
- Are donations to PLUMBERS & PIPEFITTERS HEALTH & WELFARE INSURANCE TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PLUMBERS & PIPEFITTERS HEALTH & WELFARE INSURANCE TRUST 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 & PIPEFITTERS HEALTH & WELFARE INSURANCE TRUST 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 PLUMBERS & PIPEFITTERS HEALTH & WELFARE INSURANCE TRUST 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 PLUMBERS & PIPEFITTERS HEALTH & WELFARE INSURANCE TRUST?
- The 990 for the year ended December 31, 2024 names BRETT SCHWALB.
- Who are the officers and directors of PLUMBERS & PIPEFITTERS HEALTH & WELFARE INSURANCE TRUST?
- The 990 for the year ended December 31, 2024 lists 5 people; 1 received compensation from the organization, the highest $114,670 (BRADLEY BEST, PLAN ADMINISTRATOR).
- How much revenue does PLUMBERS & PIPEFITTERS HEALTH & WELFARE INSURANCE TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $3,701,489, expenses of $4,122,225 and total assets of $6,958,756 at year end.
Other nonprofits in EAST ALTON
- UNITED ASSOCIATION OF JOURNEYMEN & APPRENTICES OF THE PLUMBING & PIPE EIN 37-0559348 · last filed 990 for 2024
- EAST ALTON CIVIC RINK MANAGEMENT INC EIN 37-1343859 · last filed 990 for 2024
- INTERNATIONAL ASSOCIATION OF MACHINISTS & AEROSPACE WORKERS EIN 37-0795706 · last filed 990 for 2025
- PLUMBERS & PIPEFITTERS JOURNEYMEN & APPRENTICESHIP TRGN FUND EIN 37-1030670 · last filed 990 for 2024
- ROSEWOOD HEIGHTS IMPROVEMENT ASSOCIATION EIN 37-6049819 · last filed 990 for 2025
- INTERNATIONAL BROTHERHOOD OF BOILERMAKERS IRON SHIP BUILDERS EIN 36-2906387 · last filed 990 for 2025
- MISSISSIPPI VALLEY HIGH SCHOOL CLUB ICE HOCKEY ASSOCIATION EIN 37-1348592 · last filed 990 for 2025
- PIASA FLYERS INC EIN 93-1546229 · last filed 990-EZ for 2025