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Trust Agreement Of The Retiree Medical Plan Of The Plumbers

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Non-Government) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$14.9M (2023)

Expenses
$16.8M (2023)

Total Assets
$64.5M (2023)

Total Liabilities
$907k (2023)

Source: Form 990 tax filings from 2014 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending May
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$14,867,055
Expenses
$16,761,589
Net Income
-$1,894,534
Net Assets
$63,565,920
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $14,124,893
95.0%
Investment Income $747,551
5.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$5,389
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $69,163
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $124,993
0.7%
Assets/Debt
Total Assets $64,472,500
Total Liabilities $906,580
Net Assets $63,565,920
Compensation
Key Employees and Officers Compensation Related Other
James Coyne (Labor Co Chairman) $0 $360,804 $49,736
Kenneth Turnquist (Labor Trustee Past) $0 $257,011 $127,118
John Hosty (Labor Trustee) $0 $174,257 $74,094
James Mansfield (Labor Trustee) $0 $173,818 $205,921
Michael Shea (Labor Trustee) $0 $174,473 $135,286
Michael Falk (Management Trustee Past) $0 $0 $0
James O'sullivan (Mgmt Co Chairman) $0 $0 $0
James Bruckner (Management Trustee Past) $0 $0 $0
Paul Aleck (Management Trustee) $0 $0 $0
Sj Peters (Management Trustee Alter) $0 $0 $0
John Bali (Management Trustee) $0 $0 $0
Bart Holzhauser (Labor Trustee) $0 $173,675 $115,830
Joseph Mondia (Labor Trustee) $0 $174,436 $97,690
Kelly Castrogiovanni (Management Trustee) $0 $0 $0
Jennifer Macdonald (Labor Trustee Alternate) $0 $130,522 $64,423
Derek Patton (Management Trustee New) $0 $0 $0
Cliff Bruckner (Management Trustee New) $0 $0 $0
Joseph Ohm (Fund Administrator) $0 $281,783 $63,890
Anthony Rottman (Field Representative) $0 $154,847 $52,202

Document Links

Fiscal Year Ending May
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,041,770
Expenses
$16,077,169
Net Income
-$35,399
Net Assets
$65,655,133
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,979,459
80.9%
Investment Income $982,651
6.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,079,225
13.0%
Net Inventory Sales $0
Other Revenue $435
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $49,287
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $144,578
0.9%
Assets/Debt
Total Assets $65,796,752
Total Liabilities $141,619
Net Assets $65,655,133
Compensation
Key Employees and Officers Compensation Related Other
James Coyne (Labor Co Chairman) $0 $335,932 $26,013
David Ariano (Management Co Chairman Past) $0 $0 $0
Kenneth Turnquist (Labor Trustee) $0 $236,902 $161,482
John Hosty (Labor Trustee) $0 $165,180 $104,747
Jim Mansfield (Labor Trustee) $0 $164,609 $232,556
Michael Shea (Labor Trustee) $0 $165,835 $164,779
Michael Falk (Management Trustee) $0 $0 $0
James O'sullivan (Mgmt Co Chairman New / Mgmt Trustee Past) $0 $0 $0
James Bruckner (Management Trustee) $0 $0 $0
Paul Aleck (Management Trustee New) $0 $0 $0
Sj Peters (Management Trustee Alternate) $0 $0 $0
John Bali (Management Trustee) $0 $0 $0
Bart Holzhauser (Labor Trustee Alternate) $0 $164,326 $120,234
Joseph Mondia (Labor Trustee) $0 $161,918 $124,275
Kelly Castrogiovanni (Management Trustee) $0 $0 $0
Joseph Ohm (Fund Administrator) $0 $279,639 $59,013
Anthony Rottman (Field Representative) $0 $154,364 $51,140

Document Links

Fiscal Year Ending May
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,401,262
Expenses
$17,023,043
Net Income
-$621,781
Net Assets
$72,310,577
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,561,875
76.6%
Investment Income $1,031,274
6.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,805,020
17.1%
Net Inventory Sales $0
Other Revenue $3,093
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $49,556
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $118,413
0.7%
Assets/Debt
Total Assets $72,635,234
Total Liabilities $324,657
Net Assets $72,310,577
Compensation
Key Employees and Officers Compensation Related Other
James Coyne (Labor Co Chairman) $0 $316,629 $22,986
David Ariano (Management Co Chairman) $0 $0 $0
Kenneth Turnquist (Labor Trustee) $0 $231,019 $131,822
John Hosty (Labor Trustee New) $0 $162,264 $76,855
Jim Mansfield (Labor Trustee) $0 $161,693 $186,769
Michael Shea (Labor Trustee) $0 $162,029 $131,749
Michael Falk (Management Trustee New) $0 $0 $0
James O'sullivan (Management Trustee) $0 $0 $0
James Bruckner (Management Trustee) $0 $0 $0
Brian Burns (Management Trustee Past) $0 $0 $0
Sj Peters (Alternate Management Trustee) $0 $0 $0
John Bali (Management Trustee) $0 $0 $0
Bart Holzhauser (Alternate Labor Trustee) $0 $161,521 $88,206
Joseph Mondia (Labor Trustee) $0 $137,083 $89,892
Kelly Castrogiovanni (Management Trustee New) $0 $0 $0
Joseph Ohm (Fund Administrator) $0 $278,712 $52,747
Anthony Rottman (Field Representative) $0 $148,966 $46,460

Document Links

Fiscal Year Ending May
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,045,407
Expenses
$13,860,553
Net Income
$2,184,854
Net Assets
$63,645,847
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $15,044,110
93.8%
Investment Income $964,117
6.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $35,007
0.2%
Net Inventory Sales $0
Other Revenue $2,173
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $47,578
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $128,227
0.9%
Assets/Debt
Total Assets $64,080,377
Total Liabilities $434,530
Net Assets $63,645,847
Compensation
Key Employees and Officers Compensation Related Other
James Coyne (Labor Co Chairman) $0 $301,217 $29,987
David Ariano (Management Co Chairman) $0 $0 $0
Kenneth Turnquist (Labor Trustee) $0 $224,062 $222,930
Scott Spangle (Labor Trustee Past) $0 $0 $0
Jim Mansfield (Labor Trustee) $0 $159,747 $192,023
Michael Shea (Labor Trustee) $0 $162,192 $132,713
William Matthies (Labor Trustee Past) $0 $174,787 $187,553
James O'sullivan (Management Trustee) $0 $0 $0
James Bruckner (Management Trustee) $0 $0 $0
Brian Burns (Management Trustee) $0 $0 $0
Sj Peters (Management Trustee) $0 $0 $0
John Bali (Management Trustee) $0 $0 $0
Bart Holzhauser (Labor Trustee New) $0 $159,848 $92,590
Joseph Mondia (Labor Trustee New) $0 $122,681 $90,845
Joseph Ohm (Fund Administrator) $0 $264,086 $47,511
Anthony Rottman (Field Representative) $0 $147,313 $42,324

Document Links

Fiscal Year Ending May
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$17,013,414
Expenses
$14,731,193
Net Income
$2,282,221
Net Assets
$58,012,873
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $16,212,264
95.3%
Investment Income $1,010,000
5.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$274,488
Net Inventory Sales $0
Other Revenue $65,638
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $73,356
0.5%
Professional Fundraising Fees $0
Other Salaries and Wages $123,747
0.8%
Assets/Debt
Total Assets $58,103,206
Total Liabilities $90,333
Net Assets $58,012,873
Compensation
Key Employees and Officers Compensation Related Other
James Coyne (Labor Co Chairman) $0 $283,166 $54,782
David Ariano (Management Co Chairman) $0 $0 $0
Kenneth Turnquist (Labor Trustee) $0 $214,235 $175,527
Scott Spangle (Labor Trustee) $0 $161,048 $110,529
Jim Mansfield (Labor Trustee) $0 $157,631 $121,152
Michael Shea (Labor Trustee) $0 $160,239 $98,381
William Matthies (Labor Trustee) $0 $159,646 $143,384
James O'sullivan (Management Trustee) $0 $0 $0
Todd Defranco (Management Trustee Past) $0 $0 $0
James Bruckner (Management Trustee) $0 $0 $0
Brian Burns (Management Trustee) $0 $0 $0
Sj Peters (Management Trustee) $0 $0 $0
John Bali (Management Trustee New) $0 $0 $0
Joseph Ohm (Fund Administrator) $0 $254,193 $55,837
Anthony Rottman (Field Representative) $0 $141,637 $55,837

Document Links

Fiscal Year Ending May
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$19,834,505
Expenses
$12,348,447
Net Income
$7,486,058
Net Assets
$54,573,289
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $19,031,625
96.0%
Investment Income $979,568
4.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$235,099
Net Inventory Sales $0
Other Revenue $58,411
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $66,370
0.5%
Professional Fundraising Fees $0
Other Salaries and Wages $105,329
0.9%
Assets/Debt
Total Assets $54,726,363
Total Liabilities $153,074
Net Assets $54,573,289
Compensation
Key Employees and Officers Compensation Related Other
James Coyne (Labor Co Chairman) $0 $270,774 $87,107
David Ariano (Management Co Chairman) $0 $0 $0
Kenneth Turnquist (Labor Trustee) $0 $212,219 $251,824
Scott Spangle (Labor Trustee) $0 $160,563 $162,452
Jim Mansfield (Labor Trustee) $0 $159,036 $170,637
Michael Shea (Labor Trustee) $0 $160,639 $129,498
William Matthies (Labor Trustee) $0 $159,867 $173,719
James O'sullivan (Management Trustee) $0 $0 $0
Todd Defranco (Management Trustee) $0 $0 $0
James Bruckner (Management Trustee) $0 $0 $0
Brian Burns (Management Trustee) $0 $0 $0
Sj Peters (Management Trustee) $0 $0 $0
Joseph Ohm (Fund Administrator) $0 $238,755 $93,303
Anthony Rottman (Field Representative) $0 $138,828 $72,465

Document Links

Fiscal Year Ending May
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$19,469,792
Expenses
$11,216,737
Net Income
$8,253,055
Net Assets
$44,853,751
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $18,323,689
94.1%
Investment Income $911,739
4.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $234,046
1.2%
Net Inventory Sales $0
Other Revenue $318
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $42,555
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $113,920
1.0%
Assets/Debt
Total Assets $45,129,047
Total Liabilities $275,296
Net Assets $44,853,751
Compensation
Key Employees and Officers Compensation Related Other
James Coyne (Labor Co Chairman) $0 $250,552 $228,785
David Ariano (Management Co Chairman) $0 $0 $0
Kenneth Turnquist (Labor Trustee) $0 $201,047 $181,447
Scott Spangle (Labor Trustee) $0 $156,877 $161,987
Jim Mansfield (Labor Trustee) $0 $149,687 $122,238
Michael Shea (Labor Trustee) $0 $153,740 $81,894
William Matthies (Labor Trustee) $0 $154,757 $110,939
James O'sullivan (Management Trustee) $0 $0 $0
Todd Defranco (Management Trustee New) $0 $0 $0
James Bruckner (Management Trustee New) $0 $0 $0
Brian Burns (Management Trustee) $0 $0 $0
Sj Peters (Management Trustee) $0 $0 $0
Michael Chapel (Management Trustee Past) $0 $0 $0
David Kerrigan (Management Trustee Past) $0 $0 $0
Terry Musto (Fund Administrator Past) $0 $62,026 $122,661
Joseph Ohm (Fund Administrator New) $0 $101,025 $38,275
Anthony Rottman (Field Representative) $0 $134,717 $45,825

Document Links

Fiscal Year Ending May
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$17,700,060
Expenses
$12,828,270
Net Income
$4,871,790
Net Assets
$34,302,421
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $16,977,828
95.9%
Investment Income $722,232
4.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $44,695
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $115,191
0.9%
Assets/Debt
Total Assets $35,425,855
Total Liabilities $1,123,434
Net Assets $34,302,421
Compensation
Key Employees and Officers Compensation Related Other
James Coyne (Labor Co Chairman) $0 $223,078 $322,969
David Ariano (Management Co Chairman) $0 $0 $0
Kenneth Turnquist (Labor Trustee) $0 $185,135 $143,376
Scott Spangle (Labor Trustee) $0 $153,923 $136,232
Jim Mansfield (Labor Trustee) $0 $148,878 $87,248
Michael Shea (Labor Trustee) $0 $73,845 $36,137
William Matthies (Labor Trustee) $0 $151,459 $80,300
James O'sullivan (Management Trustee) $0 $0 $0
David Kerrigan (Management Trustee New) $0 $0 $0
Michael Chapel (Management Trustee) $0 $0 $0
Brian Burns (Management Trustee New) $0 $0 $0
Sj Peters (Management Trustee) $0 $0 $0
Lori Abbott (Management Co Chairman Past) $0 $0 $0
John S Byrne (Labor Trustee Past) $0 $109,767 $89,342
Michael Kerrigan (Management Trustee Past) $0 $0 $0
Terry Musto (Fund Administrator) $0 $183,391 $154,377
Anthony Rottman (Field Representative New) $0 $130,346 $41,261

Document Links

Fiscal Year Ending May
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$15,306,329
Expenses
$11,210,311
Net Income
$4,096,018
Net Assets
$30,047,888
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $13,744,750
89.8%
Investment Income $703,347
4.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $858,232
5.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $46,748
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $106,364
0.9%
Assets/Debt
Total Assets $31,293,541
Total Liabilities $1,245,653
Net Assets $30,047,888
Compensation
Key Employees and Officers Compensation Related Other
James Coyne (Labor Co Chairman) $0 $200,871 $118,283
Lori Abbott (Management Co Chairman) $0 $0 $0
Ken Turnquist (Labor Trustee) $0 $173,794 $108,204
Scott Spangle (Labor Trustee) $0 $145,571 $138,673
James Mansfield (Labor Trustee) $0 $145,657 $91,552
John S Byrne (Labor Trustee) $0 $145,589 $157,949
William Matthies (Labor Trustee New) $0 $76,775 $73,566
Joe Strong (Labor Trustee Past) $0 $145,562 $65,477
James O'sullivan (Management Trustee) $0 $0 $0
Michael Kerrigan (Management Trustee New) $0 $0 $0
Michael Chapel (Management Trustee) $0 $0 $0
Sj Peters (Management Trustee) $0 $0 $0
Steve Marquardt (Management Trustee Past) $0 $0 $0
James Smith (Management Trustee Past) $0 $0 $0
Michael Bestler (Management Trustee Past) $0 $0 $0
Terry Musto (Fund Administrator) $0 $176,040 $108,198
Kevin Sherlock (Field Representative) $0 $110,474 $38,783

Document Links

Fiscal Year Ending May
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,377,858
Expenses
$5,452,221
Net Income
-$1,074,363
Net Assets
$24,592,181
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,144,414
94.7%
Investment Income $223,517
5.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $9,927
0.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $19,132
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $47,765
0.9%
Assets/Debt
Total Assets $26,230,848
Total Liabilities $1,638,667
Net Assets $24,592,181

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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