Nonprofit · EIN 61-6038481
PLUMBERS & STEAMFITTERS LOCAL UNION #248 HEALTH & WELFARE TRUST FUND
Tax-exempt · LEXINGTON, KY 40503
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $7,240,737 | $6,589,628 | $651,109 | $10,995,943 | $62,072 | $10,933,871 |
| May 31, 2024 | 990 | $7,013,158 | $6,280,951 | $732,207 | $9,998,208 | $42,968 | $9,955,240 |
| May 31, 2023 | 990 | $6,013,484 | $5,933,933 | $79,551 | $8,768,687 | $42,820 | $8,725,867 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $6,925,378
- Investment income
- $308,817
- Other revenue
- $6,542
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $6,295,846
- Other salaries and wages
- $37,461
- Salaries, compensation and benefits (total)
- $37,461
- Professional fundraising fees
- $0
- Legal fees
- $31,975
- Accounting fees
- $8,000
Balance sheet and other
- Total assets, start of year
- $9,998,208
- Total assets, end of year
- $10,995,943
- Total liabilities, end of year
- $62,072
- Net assets, end of year
- $10,933,871
- Publicly traded securities
- $9,499,493
- Gross receipts
- $7,240,737
- Employees
- 1
- State of legal domicile
- KY
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BEN COLLIER | TRUSTEE Trustee or director | 2 | $0 |
| MICHAEL GULLETT | TRUSTEE Trustee or director | 2 | $0 |
| ANTHONY LEWIS | TRUSTEE Trustee or director | 2 | $0 |
| SCOTT TAYLOR | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended May 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BEN COLLIER | TRUSTEE Trustee or director | – | $0 |
| MICHAEL GULLETT | TRUSTEE Trustee or director | – | $0 |
| JOHN HOLBROOK | TRUSTEE Trustee or director | – | $0 |
| SCOTT TAYLOR | TRUSTEE Trustee or director | – | $0 |
990 for the year ended May 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BEN COLLIER | TRUSTEE Trustee or director | 2 | $0 |
| MICHAEL GULLETT | TRUSTEE Trustee or director | 2 | $0 |
| JOHN HOLBROOK | TRUSTEE Trustee or director | 2 | $0 |
| SCOTT TAYLOR | 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)
- ANTHONY LEWIS, 333 WEST VINE STREET, LEXINGTON, KY 40507
- Signed the 990
- ANTHONY LEWIS, TRUSTEE
- Phone
- (606) 325-2544
- Return prepared by
- FRANK N HESTAND CPA PSC
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
Program accomplishments
- THE PROVISION OF HEALTH AND 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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 61-6038481
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1966
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $10,995,943
- Income (IRS master file)
- $7,240,737
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $7,240,737 | $6,589,628 | $10,995,943 | XML |
| 990 | May 2024 | $7,013,158 | $6,280,951 | $9,998,208 | XML |
| 990 | May 2023 | $6,013,484 | $5,933,933 | $8,768,687 | XML |
| 990 | May 2022 | $5,680,014 | $5,350,669 | $8,830,490 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 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 61-6038481).
Questions about PLUMBERS & STEAMFITTERS LOCAL UNION #248 HEALTH & WELFARE TRUST FUND
- What is the EIN of PLUMBERS & STEAMFITTERS LOCAL UNION #248 HEALTH & WELFARE TRUST FUND?
- The employer identification number (EIN) of PLUMBERS & STEAMFITTERS LOCAL UNION #248 HEALTH & WELFARE TRUST FUND is 61-6038481.
- Is PLUMBERS & STEAMFITTERS LOCAL UNION #248 HEALTH & WELFARE TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1966.
- Are donations to PLUMBERS & STEAMFITTERS LOCAL UNION #248 HEALTH & WELFARE TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PLUMBERS & STEAMFITTERS LOCAL UNION #248 HEALTH & WELFARE TRUST 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 UNION #248 HEALTH & WELFARE TRUST FUND due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PLUMBERS & STEAMFITTERS LOCAL UNION #248 HEALTH & WELFARE TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of PLUMBERS & STEAMFITTERS LOCAL UNION #248 HEALTH & WELFARE TRUST FUND?
- The 990 for the year ended May 31, 2025 names ANTHONY LEWIS.
- Who are the officers and directors of PLUMBERS & STEAMFITTERS LOCAL UNION #248 HEALTH & WELFARE TRUST FUND?
- The 990 for the year ended May 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does PLUMBERS & STEAMFITTERS LOCAL UNION #248 HEALTH & WELFARE TRUST FUND have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $7,240,737, expenses of $6,589,628 and total assets of $10,995,943 at year end.
Other nonprofits in LEXINGTON
- APPALACHIAN REGIONAL HEALTHCARE INC EIN 52-0795508 · last filed 990 for 2025
- UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION EIN 61-6033693 · last filed 990 for 2025
- KENTUCKY MEDICAL SERVICES FOUNDATION INC EIN 61-0945743 · last filed 990 for 2025
- ARH TUG VALLEY HEALTH SERVICES INC EIN 82-2577178 · last filed 990 for 2025
- ARH MARY BRECKINRIDGE HEALTH SERVICES INC EIN 45-2696517 · last filed 990 for 2025
- NEW VISTA OF THE BLUEGRASS INC EIN 61-0723605 · last filed 990 for 2025
- NEW VISTA COMMUNITIES INC EIN 20-5452909 · last filed 990 for 2025
- HOSPICE OF THE BLUEGRASS INC EIN 61-0978097 · last filed 990 for 2024