Nonprofit · EIN 55-6097177
PLUMBERS & STEAMFITTERS LOCAL 577 HEALTH AND WELFARE FUND
Tax-exempt · LEXINGTON, KY 40503
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $8,219,619 | $8,195,876 | $23,743 | $4,395,803 | $207,145 | $4,188,658 |
| August 31, 2024 | 990 | $7,114,897 | $6,918,736 | $196,161 | $4,230,432 | $27,726 | $4,202,706 |
| August 31, 2023 | 990 | $6,474,696 | $6,698,476 | -$223,780 | $3,912,686 | $96,511 | $3,816,175 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $7,985,713
- Investment income
- $230,320
- Net gain from sales of assets
- $164,932
- Other revenue
- $3,586
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $7,810,631
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $7,493
- Accounting fees
- $9,000
Balance sheet and other
- Total assets, start of year
- $4,230,432
- Total assets, end of year
- $4,395,803
- Total liabilities, end of year
- $207,145
- Net assets, end of year
- $4,188,658
- Publicly traded securities
- $3,037,982
- Net assets without donor restrictions
- $4,188,658
- Gross receipts
- $10,810,857
- Employees
- 0
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT BENDER | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT COLE | TRUSTEE Trustee or director | 1 | $0 |
| TONY DINGUS | TRUSTEE Trustee or director | 1 | $0 |
| BOBBY EVANS | TRUSTEE Trustee or director | 1 | $0 |
| WILLIAM SPRIGGS | TRUSTEE Trustee or director | 1 | $0 |
| JONATHAN D STAPLETON | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended August 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT BENDER | TRUSTEE Trustee or director | 2 | $0 |
| ROBERT COLE | TRUSTEE Trustee or director | 2 | $0 |
| TONY DINGUS | TRUSTEE Trustee or director | 1 | $0 |
| BOBBY EVANS | TRUSTEE Trustee or director | 1 | $0 |
| WILLIAM SPRIGGS | TRUSTEE Trustee or director | 1 | $0 |
| JONATHAN D STAPLETON | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended August 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT BENDER | TRUSTEE Trustee or director | 5 | $0 |
| ROBERT COLE | TRUSTEE Trustee or director | 5 | $0 |
| TONY DINGUS | TRUSTEE Trustee or director | 2 | $0 |
| BOBBY EVANS | TRUSTEE Trustee or director | 2 | $0 |
| WILLIAM SPRIGGS | TRUSTEE Trustee or director | 2 | $0 |
| JONATHAN D STAPLETON | TRUSTEE Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 230 LEXINGTON GREEN CIR STE 400, LEXINGTON, KY 40503-3337
- Principal officer (990 for 2024)
- ROBERT COLE
- Signed the 990
- ROBERT COLE, TRUSTEE
- Phone
- (888) 999-7741
- Return prepared by
- FRANK N HESTAND CPA PSC
Mission
PROVISION OF HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
Program accomplishments
- THE PLAN PROVIDES HEALTH COVERAGE AND OTHER WELFARE 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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 55-6097177
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Exempt since
- 1985
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $4,395,803
- Income (IRS master file)
- $10,810,857
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $8,219,619 | $8,195,876 | $4,395,803 | XML |
| 990 | August 2024 | $7,114,897 | $6,918,736 | $4,230,432 | XML |
| 990 | August 2023 | $6,474,696 | $6,698,476 | $3,912,686 | XML |
| 990 | August 2022 | $6,494,600 | $6,511,385 | $4,317,190 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 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 55-6097177).
Questions about PLUMBERS & STEAMFITTERS LOCAL 577 HEALTH AND WELFARE FUND
- What is the EIN of PLUMBERS & STEAMFITTERS LOCAL 577 HEALTH AND WELFARE FUND?
- The employer identification number (EIN) of PLUMBERS & STEAMFITTERS LOCAL 577 HEALTH AND WELFARE FUND is 55-6097177.
- Is PLUMBERS & STEAMFITTERS LOCAL 577 HEALTH AND WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1985.
- Which annual return does PLUMBERS & STEAMFITTERS LOCAL 577 HEALTH AND 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 & STEAMFITTERS LOCAL 577 HEALTH AND WELFARE FUND due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PLUMBERS & STEAMFITTERS LOCAL 577 HEALTH AND WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of PLUMBERS & STEAMFITTERS LOCAL 577 HEALTH AND WELFARE FUND?
- The 990 for the year ended August 31, 2025 names ROBERT COLE.
- Who are the officers and directors of PLUMBERS & STEAMFITTERS LOCAL 577 HEALTH AND WELFARE FUND?
- The 990 for the year ended August 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does PLUMBERS & STEAMFITTERS LOCAL 577 HEALTH AND WELFARE FUND have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $8,219,619, expenses of $8,195,876 and total assets of $4,395,803 at year end.
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