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Nonprofit · EIN 47-0587913

STEAMFITTERS LOCAL UNION 464 WELFARE FUND

Tax-exempt · CANFIELD, OH 44406

Financials

$23.9M$20.5M2022$26.3M$23.6M2023$27.8M$25.8M2024
Revenue Expenses · by fiscal year end
Financials of STEAMFITTERS LOCAL UNION 464 WELFARE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2025990$27,819,821$25,789,311$2,030,510$42,404,912$606,773$41,798,139
March 31, 2024990$26,319,435$23,621,229$2,698,206$40,292,826$707,687$39,585,139
March 31, 2023990$23,890,671$20,486,590$3,404,081$35,958,223$1,161,774$34,796,449
Financial details: 990 for the year ended March 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$26,491,156
Investment income
$1,328,665
Net gain from sales of assets
-$19,539
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$159,592
Accounting fees
$52,317

Balance sheet and other

Total assets, start of year
$40,292,826
Total assets, end of year
$42,404,912
Total liabilities, end of year
$606,773
Net assets, end of year
$41,798,139
Publicly traded securities
$37,060,925
Gross receipts
$37,983,902
Employees
23
Volunteers
0
Year formed
1976
State of legal domicile
NE

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 March 31, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgs
BRETT DEHARTTRUSTEE
Trustee or director
2$0$138,154
GARY DIXONTRUSTEE
Trustee or director
2$0$132,397
ALEX JAMBORTRUSTEE
Trustee or director
1$0$0
MIKE BARNESTRUSTEE
Trustee or director
1$0$0
990 for the year ended March 31, 2024: 4 people
NameTitleHours / weekCompensationFrom related orgs
BRETT DEHARTTRUSTEE
Trustee or director
2$0$134,977
GARY DIXONTRUSTEE
Trustee or director
2$0$129,356
ALEX JAMBORTRUSTEE
Trustee or director
1$0$0
MIKE BARNESTRUSTEE
Trustee or director
1$0$0
990 for the year ended March 31, 2023: 4 people
NameTitleHours / weekCompensationOther / benefits
GARY DIXONTRUSTEE
Trustee or director
2$0$126,193
THOMAS MCNEILTRUSTEE
Trustee or director
1$0$0
ALEX JAMBORTRUSTEE
Trustee or director
1$0$0
BRETT DEHARTTRUSTEE
Trustee or director
2$0$0

Address and contacts

Address (IRS master file)
3660 STUTZ DR STE 101, CANFIELD, OH 44406-8149
Principal officer (990 for 2024)
GARY DIXON, 3375 OAK VIEW DRIVE, OMAHA, NE 68144
Signed the 990
GARY DIXON, BOARD CHAIRMAN
Phone
(402) 592-3753
Return prepared by
O'DONNELL FICENEC WILLS & FERDIG LLP

Mission

PROVIDE HEALTH, LIFE, PHARMACY, DENTAL AND OTHER BENEFITS TO ALL INDIVIDUALS WHO ARE EMPLOYED WITHIN THE JURISDICTION OF THE STEAMFITTERS AND PLUMBERS LOCAL UNION NO. 464 BY EMPLOYERS WHO ARE SUBJECT TO THE COLLECTIVE BARGAINING AGREEMENT BETWEEN THE MECHANICAL CONTRACTORS ASSOCIATION OF OMAHA, INC. AND THE UNION.

990 for the year ended March 31, 2025

Program accomplishments

  • PARTICIPANT HEALTH, LIFE AND DENTAL INSURANCE WITH 1467 MEMBERS BENEFITING FROM PLAN.

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

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026Not on file
2024March 31, 2025August 15, 2025990 on file
2023March 31, 2024August 15, 2024990 on file

IRS record

EIN
47-0587913
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1977
Accounting year ends
March
Files
Form 990 or 990-EZ
Assets (IRS master file)
$42,404,912
Income (IRS master file)
$37,983,902

Filing history

FormYear endedRevenueExpensesAssetsReturn
990March 2025$27,819,821$25,789,311$42,404,912XML
990March 2024$26,319,435$23,621,229$40,292,826XML
990March 2023$23,890,671$20,486,590$35,958,223XML
990March 2022$21,007,375$20,817,182$34,202,269IRS
990March 2021–––IRS
990March 2020–––IRS
990March 2019–––IRS
990March 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 47-0587913).

Questions about STEAMFITTERS LOCAL UNION 464 WELFARE FUND

What is the EIN of STEAMFITTERS LOCAL UNION 464 WELFARE FUND?
The employer identification number (EIN) of STEAMFITTERS LOCAL UNION 464 WELFARE FUND is 47-0587913.
Is STEAMFITTERS LOCAL UNION 464 WELFARE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1977.
Are donations to STEAMFITTERS LOCAL UNION 464 WELFARE FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does STEAMFITTERS LOCAL UNION 464 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 STEAMFITTERS LOCAL UNION 464 WELFARE FUND due?
The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did STEAMFITTERS LOCAL UNION 464 WELFARE FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended March 2025.
Who is the principal officer of STEAMFITTERS LOCAL UNION 464 WELFARE FUND?
The 990 for the year ended March 31, 2025 names GARY DIXON.
Who are the officers and directors of STEAMFITTERS LOCAL UNION 464 WELFARE FUND?
The 990 for the year ended March 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does STEAMFITTERS LOCAL UNION 464 WELFARE FUND have?
On its 990 for the year ended March 31, 2025 it reported revenue of $27,819,821, expenses of $25,789,311 and total assets of $42,404,912 at year end.

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