Plumbers & Steamfitters Local 400 Fox River Valley H & W Tr
- Assets
- $68.3m
- Revenue
- $35.8m
- Investments
- $0.0
- Employees
- 206
- Location
- Kaukauna, WI
- Founding
- 04/2000
- Data as of
- 12/2022
- EIN
- 39-1932533
Organization Overview
Plumbers & Steamfitters Local 400 Fox River Valley H & W Tr is located in Kaukauna, WI. The organization was established in 2000. According to its NTEE Classification (Y43) the organization is classified as: Voluntary Employees Beneficiary Associations (Non-Government), under the broad grouping of Mutual & Membership Benefit and related organizations. As of 12/2022, Plumbers & Steamfitters Local 400 Fox River Valley H & W Tr employed 206 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Plumbers & Steamfitters Local 400 Fox River Valley H & W Tr is a 501(c)(9) and as such, is described as a "Voluntary Employees Beneficiary Association" by the IRS.
For the year ending 12/2022, Plumbers & Steamfitters Local 400 Fox River Valley H & W Tr generated $35.8m in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 3.9% each year. All expenses for the organization totaled $32.4m during the year ending 12/2022. While expenses have increased by 3.5% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
PROVIDE BENEFITS TO MEMBERS OF LOCAL 400
Describe the Organization's Program Activity:
Part 3 - Line 4a
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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Trevor Martin Chairman | OfficerTrustee | 1 | $0 |
Dustin Delsman Labor Trustee | Trustee | 1 | $0 |
Mike Augustian Labor Trustee | Trustee | 1 | $0 |
Jeff Gaecke Secretary-Treasurer | OfficerTrustee | 1 | $0 |
Kim Bassett Management Trustee | Trustee | 1 | $0 |
David Aldag Management Trustee | OfficerTrustee | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Benefit Plan Administration Administrative Services | 12/30/22 | $1,145,923 |
United Healthcare Insurance Company Ppo Network Provider | 12/30/22 | $839,619 |
Elixir Rx Solutions Llc Pharmaceuticals | 12/30/22 | $182,258 |
United Medical Resources Insurance | 12/30/22 | $140,308 |
Reinhart Boerner Van Deuren Sc Legal | 12/30/22 | $129,719 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $31,548,510 |
| Investment income | $1,645,427 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $2,558,845 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $35,808,927 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $27,553,065 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $122,085 |
| Fees for services: Management | $1,051,460 |
| Fees for services: Legal | $113,117 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $48,314 |
| Fees for services: Other | $94,492 |
| Advertising and promotion | $0 |
| Office expenses | $33,960 |
| Information technology | $50,361 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $5,808 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $114,721 |
| All other expenses | $313,631 |
| Total functional expenses | $32,442,803 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,308,995 |
| Savings and temporary cash investments | $400,619 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $4,155,730 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $129,100 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $62,285,908 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $68,280,352 |
| Accounts payable and accrued expenses | $492,976 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $139,270 |
| Total liabilities | $632,246 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $67,648,106 |
| Total liabilities and net assets/fund balances | $68,280,352 |