Nonprofit · EIN 39-1932533
PLUMBERS & STEAMFITTERS LOCAL 400 FOX RIVER VALLEY H & W TR
Also known as LOCAL 400 HEALTHCARE FUND
Tax-exempt · MILWAUKEE, WI 53224
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $41,656,634 | $41,081,027 | $575,607 | $73,999,277 | $1,277,968 | $72,721,309 |
| December 31, 2023 | 990 | $37,271,488 | $35,888,062 | $1,383,426 | $72,717,295 | $594,551 | $72,122,744 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $37,497,166
- Investment income
- $4,096,664
- Net gain from sales of assets
- $1,522,026
- Other revenue
- $62,804
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $35,974,505
- Salaries, compensation and benefits (total)
- $138,919
- Professional fundraising fees
- $0
- Legal fees
- $153,572
Balance sheet and other
- Total assets, start of year
- $72,717,295
- Total assets, end of year
- $73,999,277
- Total liabilities, end of year
- $1,277,968
- Net assets, end of year
- $72,721,309
- Publicly traded securities
- $65,769,301
- Gross receipts
- $70,856,293
- Employees
- 130
- Volunteers
- 0
- Year formed
- 1998
- State of legal domicile
- WI
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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DOUG DOKEY | CHAIRMAN Trustee or director, Officer | 1 | $0 | $167,424 | $69,617 |
| MIKE AUGUSTIAN | LABOR TRUSTEE Trustee or director | 1 | $0 | $149,996 | $77,865 |
| DUSTIN DELSMAN | LABOR TRUSTEE Trustee or director | 1 | $0 | $149,996 | $63,150 |
| DAVID KLUMPP | LABOR TRUSTEE Trustee or director | 1 | $0 | $1,986 | $0 |
| TERRY VAN EPERN | ALTERNATE LABOR TRUSTEE Trustee or director | 1 | $0 | $1,242 | $0 |
| JEFF GAECKE | SECRETARY-TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KIM BASSETT | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVID ALDAG | MANAGEMENT TRUSTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JODI MILLER-LARSON | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARIA BLOCHOWIAK | ALTERNATE MANAGEMENT TRUST Trustee or director | 1 | $0 | $0 | $0 |
| JOHN KENNEDY | LABOR TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SCOTT WENGER | ALTERNATE LABOR TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DOUG DOKEY | CHAIRMAN Trustee or director, Officer | 1 | $0 | $158,280 | $85,323 |
| DUSTIN DELSMAN | LABOR TRUSTEE Trustee or director | 1 | $0 | $146,330 | $85,078 |
| MIKE AUGUSTIAN | LABOR TRUSTEE Trustee or director | 1 | $0 | $147,785 | $81,783 |
| DAVID KLUMPP | LABOR TRUSTEE Trustee or director | 1 | $0 | $6,850 | $0 |
| JEFF GAECKE | SECRETARY-TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KIM BASSETT | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVID ALDAG | MANAGEMENT TRUSTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JODI MILLER-LARSON | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARIA BLOCHOWIAK | ALTERNATE MANAGEMENT TRUST Trustee or director | 1 | $0 | $0 | $0 |
| JOHN KENNEDY | LABOR TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TERRY VAN EPERN | ALTERNATE LABOR TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SCOTT WENGER | ALTERNATE LABOR TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 11270 W PARK PL STE 950, MILWAUKEE, WI 53224-3632
- Principal officer (990 for 2024)
- DOUG DOKEY, 2700 NORTHRIDGE DRIVE PO BOX 530, KAUKAUNA, WI 541300530
- Signed the 990
- DOUG DOKEY, CHAIRMAN
- Phone
- (920) 462-0400
- Website
- WWW.UA400.ORG
- Return prepared by
- SIKICH LLC
Mission
PROVIDE BENEFITS TO MEMBERS OF LOCAL 400
Program accomplishments
- PLUMBERS AND STEAMFITTERS LOCAL 400 HEALTH AND WELFARE PLAN PROVIDES MEDICAL, DENTAL, PRESCRIPTION DRUG, VISION AND OTHER BENEFITS TO APPROXIMATELY 2,100 PLAN PARTICIPANTS, THEIR DEPENDENTS AND BENEFICIARIES.
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
- 39-1932533
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $73,999,277
- Income (IRS master file)
- $70,856,293
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $41,656,634 | $41,081,027 | $73,999,277 | XML |
| 990 | December 2023 | $37,271,488 | $35,888,062 | $72,717,295 | XML |
| 990 | December 2022 | $35,808,927 | $32,442,803 | $68,280,352 | 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 39-1932533).
Questions about PLUMBERS & STEAMFITTERS LOCAL 400 FOX RIVER VALLEY H & W TR
- What is the EIN of PLUMBERS & STEAMFITTERS LOCAL 400 FOX RIVER VALLEY H & W TR?
- The employer identification number (EIN) of PLUMBERS & STEAMFITTERS LOCAL 400 FOX RIVER VALLEY H & W TR is 39-1932533.
- Is PLUMBERS & STEAMFITTERS LOCAL 400 FOX RIVER VALLEY H & W TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2000.
- Are donations to PLUMBERS & STEAMFITTERS LOCAL 400 FOX RIVER VALLEY H & W TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PLUMBERS & STEAMFITTERS LOCAL 400 FOX RIVER VALLEY H & W TR 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 400 FOX RIVER VALLEY H & W TR 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 & STEAMFITTERS LOCAL 400 FOX RIVER VALLEY H & W TR 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 & STEAMFITTERS LOCAL 400 FOX RIVER VALLEY H & W TR?
- The 990 for the year ended December 31, 2024 names DOUG DOKEY.
- Who are the officers and directors of PLUMBERS & STEAMFITTERS LOCAL 400 FOX RIVER VALLEY H & W TR?
- The 990 for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
- How much revenue does PLUMBERS & STEAMFITTERS LOCAL 400 FOX RIVER VALLEY H & W TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $41,656,634, expenses of $41,081,027 and total assets of $73,999,277 at year end.
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