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Nonprofit · EIN 87-6128290

UTAH PIPE TRADES WELFARE TRUST FUND

Tax-exempt · PLEASANTON, CA 94566

Financials

$19M$19.4M2022$20.4M$18M2023$21.4M$22.7M2024
Revenue Expenses · by fiscal year end
Financials of UTAH PIPE TRADES WELFARE TRUST FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$21,366,485$22,697,088-$1,330,603$26,398,726$11,796,490$14,602,236
September 30, 2024990$20,409,230$17,995,954$2,413,276$26,928,813$10,352,457$16,576,356
September 30, 2023990$18,977,395$19,377,041-$399,646$22,953,653$10,638,164$12,315,489
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$19,168,403
Investment income
$2,198,082
Net gain from sales of assets
$1,398,908
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$21,950,793
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$87,771
Accounting fees
$97,883

Balance sheet and other

Total assets, start of year
$26,928,813
Total assets, end of year
$26,398,726
Total liabilities, end of year
$11,796,490
Net assets, end of year
$14,602,236
Publicly traded securities
$21,490,261
Gross receipts
$66,046,854
Employees
43
Volunteers
0
Year formed
1965
State of legal domicile
UT

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
robert bergmantrustee
Trustee or director
1$0
SHAUN FORDtrustee
Trustee or director
1$0
brett christiansentrustee
Trustee or director
1$0
jeremy haslemtrustee
Trustee or director
1$0
cody weavertrustee
Trustee or director
1$0
jeff adamstrustee
Trustee or director
1$0
MIKE BECKSTEADTRUSTEE
Trustee or director
1$0
KEVIN COWLEYTRUSTEE
Trustee or director
1$0
990 for the year ended September 30, 2024: 8 people
NameTitleHours / weekCompensation
robert bergmantrustee
Trustee or director
1$0
SHAUN FORDtrustee
Trustee or director
1$0
brett christiansentrustee
Trustee or director
1$0
jeremy haslemtrustee
Trustee or director
1$0
cody weavertrustee
Trustee or director
1$0
jeff adamstrustee
Trustee or director
1$0
MIKE BECKSTEADTRUSTEE
Trustee or director
1$0
JEFF JOBTRUSTEE
Trustee or director
1$0
990 for the year ended September 30, 2023: 6 people
NameTitleHours / weekCompensation
robert bergmantrustee
Trustee or director
1$0
john stevensontrustee
Trustee or director
1$0
brett christiansentrustee
Trustee or director
1$0
jeremy haslemtrustee
Trustee or director
1$0
cody weavertrustee
Trustee or director
1$0
jeff adamstrustee
Trustee or director
1$0

Address and contacts

Address (IRS master file)
7180 KOLL CENTER PKWY STE 200, PLEASANTON, CA 94566-3272
In care of
% MICHEAL JOKELA
Principal officer (990 for 2024)
ROBERT BERGMAN, 7180 KOLL CENTER PKWY STE 200, PLEASANTON, CA 94566
Signed the 990
ROBERT BERGMAN, CHAIR
Phone
(925) 398-7060
Return prepared by
MILLER KAPLAN ARASE LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 87-6128290 or by the name UTAH PIPE TRADES WELFARE TRUST FUND.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

TO PROVIDE INSURANCE COVERAGE TO PARTICIPANTS AND FAMILY MEMBERS FROM CONTRIBUTIONS PAID BY EMPLOYERS IN ACCORDANCE WITH PLAN PROVISIONS.

990 for the year ended September 30, 2025

Program accomplishments

  • to provide insurance coverage to participants and family members from contributions paid by employers in accordance with plan provisions.

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

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
87-6128290
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1965
Accounting year ends
September
Files
Form 990 or 990-EZ
Assets (IRS master file)
$26,398,726
Income (IRS master file)
$66,046,854

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$21,366,485$22,697,088$26,398,726XML
990September 2024$20,409,230$17,995,954$26,928,813XML
990September 2023$18,977,395$19,377,041$22,953,653XML
990September 2022$19,869,771$21,049,830$22,449,155IRS
990September 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 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 87-6128290).

Questions about UTAH PIPE TRADES WELFARE TRUST FUND

What is the EIN of UTAH PIPE TRADES WELFARE TRUST FUND?
The employer identification number (EIN) of UTAH PIPE TRADES WELFARE TRUST FUND is 87-6128290.
Is UTAH PIPE TRADES WELFARE TRUST FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1965.
Are donations to UTAH PIPE TRADES WELFARE TRUST FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does UTAH PIPE TRADES 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 UTAH PIPE TRADES WELFARE TRUST FUND due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UTAH PIPE TRADES WELFARE TRUST FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who is the principal officer of UTAH PIPE TRADES WELFARE TRUST FUND?
The 990 for the year ended September 30, 2025 names ROBERT BERGMAN.
Who are the officers and directors of UTAH PIPE TRADES WELFARE TRUST FUND?
The 990 for the year ended September 30, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does UTAH PIPE TRADES WELFARE TRUST FUND have?
On its 990 for the year ended September 30, 2025 it reported revenue of $21,366,485, expenses of $22,697,088 and total assets of $26,398,726 at year end.

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