2026-03-16T09:48:34-05:00 2025-04-30 232586736 DANIEL A WINTERS & COMPANY CPAS 6 DICKINSON DR STE 205 CHADDS FORD PA 19317 990 2024-05-01 232085471 PLUMBERS LU 690 VACATION FUND PLUM 2156776900 2791 SOUTHAMPTON ROAD PHILADELPHIA PA 191541296 KEVIN F DEAN ADMINISTRATOR 2156776900 2026-03-10 1 0 CRAIG D WINTERS CPA P00154131 6103582000 2026-03-16 2024 2025-03-06 01:10:19Z KEVIN F DEAN 2791 SOUTHAMPTON ROAD PHILADELPHIA PA 191541296 3925598 0 X N/A X 1969 PA THE FUND, THROUGH COLLECTION AND DISBURSEMENT OF PAYROLL DEDUCTIONS, CARRIES OUT ITS EXEMPT PURPOSE, WHICH IS TO PROVIDE FUNDS FOR VACATIONS FOR JOURNEYMEN, PLUMBERS, AND APPRENTICES THROUGH THE WITHHOLDING OF A PORTION OF THEIR WAGES. 6 3 0 0 0 0 0 0 3739664 3891083 35458 33461 235 1054 3775357 3925598 0 0 3896724 3746614 0 0 0 0 0 11504 10430 3908228 3757044 -132871 168554 1553306 1707830 37891 23861 1515415 1683969 THE FUND, THROUGH COLLECTION AND DISBURSEMENT OF PAYROLL DEDUCTIONS, CARRIES OUT ITS EXEMPT PURPOSE, WHICH IS TO PROVIDE FUNDS FOR VACATIONS FOR JOURNEYMEN, PLUMBERS, AND APPRENTICES THROUGH THE WITHHOLDING OF A PORTION OF THEIR WAGES. 0 0 THE FUND, THROUGH COLLECTION AND DISBURSEMENT OF PAYROLL DEDUCTIONS, CARRIES OUT ITS EXEMPT PURPOSE, WHICH IS TO PROVIDE FUNDS FOR VACATIONS FOR JOURNEYMEN, PLUMBERS, AND APPRENTICES THROUGH THE WITHHOLDING OF A PORTION OF THEIR WAGES. THIS IS ESSENTIALLY THE ONLY PROGRAM SERVICE OF THE ORGANIZATION AND ALL OF THE REVENUES AND EXPENSES ARE CONSIDERED TO BE FOR THIS PURPOSE. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 X 0 0 0 0 0 0 0 0 0 0 0 X 6 3 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 X KEVIN F DEAN ADMINISTRATOR 2156776900 2791 SOUTHAMPTON RD PHILADELPHIA PA 191541296 GEORGE C PEGRAM CO-CHAIRMAN 1.00 39.00 X 0 242258 155787 JAMES DOUGHERTY CO-CHAIRMAN 1.00 6.00 X 0 0 0 HERMAN GOLDNER TRUSTEE 1.00 1.00 X 0 0 0 WALTER KRZYZANOWSKI TRUSTEE 1.00 2.00 X 0 0 0 P DARBY DOYLE TRUSTEE 1.00 39.00 X 0 178265 130177 THOMAS P GOLDEN TRUSTEE 1.00 1.00 X 0 204605 140729 KEVIN F DEAN ADMINISTRATOR/FIELD REPRES 1.00 39.00 X 0 207718 167501 PATRICK CROWTHER FIELD REPRESENTATIVE 1.00 39.00 X 0 183497 155127 0 1016343 749321 0 0 1 0 0 PARTICIPANT CONTRIB. 525100 3891083 3891083 3891083 33461 33461 FORFEITED BENEFITS 525100 1054 1054 1054 3925598 3892137 0 33461 3746614 ADMINISTRATIVE EXPENSE 10430 3757044 1192019 1362646 361243 345140 44 44 1553306 1707830 37891 23861 37891 23861 X 0 0 0 0 1515415 1683969 1515415 1683969 1553306 1707830 168554 0 X 0 1 X 0 0 0 X 3925598 0 3925598 0 3925598 3757044 0 3757044 0 3757044 PART X, LINE 2: ASC TOPIC 740 - INCOME TAXES CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN, INCLUDING THE ENTITY'S STATUS AS A TAX-EXEMPT ENTITY. THE PLAN HAS DETERMINED THERE IS NO IMPACT OF ASC TOPIC 740 ON ITS FINANCIAL STATEMENTS FOR THE YEARS ENDED APRIL 30, 2025 AND 2024. THE PLAN IS NO LONGER SUBJECT TO FEDERAL INCOME EXAMINATION FOR THE YEARS ENDED PRIOR TO APRIL 30, 2022. 0 0 0 GEORGE C PEGRAM CO-CHAIRMAN 0 242258 0 0 0 0 0 120122 0 35665 0 398045 0 0 KEVIN F DEAN ADMINISTRATOR/FIELD REPRES 0 204118 0 0 0 3600 0 131152 0 36349 0 375219 0 0 THOMAS P GOLDEN TRUSTEE 0 204605 0 0 0 0 0 105064 0 35665 0 345334 0 0 PATRICK CROWTHER FIELD REPRESENTATIVE 0 179933 0 0 0 3564 0 118778 0 36349 0 338624 0 0 P DARBY DOYLE TRUSTEE 0 178265 0 0 0 0 0 94512 0 35665 0 308442 0 0 FORM 990, PART V LINE 2A: THE PLAN DOES NOT ISSUE W-2S TO ANY EMPLOYEES AND SHARES CERTAIN STAFF WITH ORGANIZATIONS CONSIDERED BY THE FORM 990 INSTRUCTIONS TO BE RELATED ORGANIZATIONS. ACCORDINGLY, THE PLAN'S ALLOCATED PORTION OF THE COSTS RELATED TO THIS SHARING IS REPORTED ON FORM 990. FORM 990, PART V LINE 1A: NO. REPORTED ON FORM 1096, ANNUAL SUMMARY AND TRANSMITTAL OF U.S. INFORMATION RETURNS: THE PLAN ANSWERS 0 BECAUSE IT DOES NOT HAVE FORM 1099'S OR FORM 1096 UNDER THE PLAN'S EIN NUMBER, BUT THE PLAN DOES SHARE EXPENSES WITH ORGANIZATIONS CONSIDERED BY THE FORM 990 INSTRUCTIONS TO BE RELATED. THE SERVICE PROVIDERS THAT ARE SHARED AND PAID ESSENTIALLY THROUGH A COMMON CASH ACCOUNT AND THE FORM 1096 AND FORM 1099'S ARE FILED THROUGH THE ACCOUNT. FORM 990, PART VI, SECTION A, LINE 7A THE UNION HAS THE ABILITY TO APPOINT HALF OF THE TRUSTEES. THE MECHANICAL CONTRACTORS ASSOCIATION OF EASTERN PENNSYLVANIA, INC. HAS THE ABILITY TO APPOINT TWO OF THE SIX TRUSTEES. THE PLUMBING AND HEATING CONTRACTORS ASSOCIATION OF PHILADELPHIA AND VICINITY HAS THE ABILITY TO APPOINT ONE OF THE SIX TRUSTEES. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE PLAN'S ADMINISTRATOR. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE NOT PROVIDED TO THE GENERAL PUBLIC. PLUMBERS LU 690 THOMAS J MCNULTY ANNUAL SCHOLARSHIP FUND 2791 SOUTHAMPTON ROAD PHILADELPHIA PA 191541296 412064526 TO PROVIDE SCHOLARSHIPS FOR DEPENDENT CHILDREN OF UNION MEMBERS PA 501(C)(3) 509(A)(3) N/A 0 MECHANICAL & SERVICE CONTRACTORS ASSOCIATION OF EASTERN PA INC 721 ARBOR WAY SUITE 40 BLUE BELL PA 19422 231173155 TRADE ASSOCIATION PA 501(C)(6) N/A N/A 0 PLUMBERS LOCAL UNION NO690 2791 SOUTHAMPTON ROAD PHILADELPHIA PA 191541296 231173153 LABOR UNION PA 501(C)(5) N/A N/A 0 PLUMBING CONTRACTOR UAC OF PHILADELPHIA AND VICINITY PO BOX 187 FEASTERVILLE PA 19053 236406337 TRADE ASSOCIATION PA 501(C)(6) N/A N/A 0 PLUMBERS LOCAL UNION NO690 PENSION PLAN 2791 SOUTHAMPTON ROAD PHILADELPHIA PA 191541296 236405018 TO PROVIDE PENSION BENEFITS TO PARTICIPANTS PA 401(A) N/A N/A 0 PLUMBERS LOCAL UNION NO 690 SUPPLEMENTAL 2791 SOUTHAMPTON ROAD PHILADELPHIA PA 19154 232487320 TO PROVIDE SUPPLEMENTAL RETIREMENT BENEFITS TO ITS PARTICIPANTS PA 401(A) N/A N/A 0 PLUMBERS LOCAL UNION NO 690 MTP 2791 SOUTHAMPTON ROAD PHILADELPHIA PA 19154 236442844 TO PROVIDE RETIREMENT BENEFITS TO ITS PARTICIPANTS PA 401(A) N/A N/A 0 PLUMBERS LOCAL UNION NO 690 APPRENTICESHIP PLAN 2791 SOUTHAMPTON ROAD PHILADELPHIA PA 19154 236296991 DEFRAY THE COSTS AND EXPENSES INCIDENT TO TRAINING PLUMBERS PA 501(C)(5) N/A N/A 0 PLUMBERS LOCAL UNION NO 690 HEALTH PLAN 2791 SOUTHAMPTON ROAD PHILADELPHIA PA 19154 231512313 TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS PA 501(C)(9) N/A N/A 0 PEN PLAN FOR EMPLOYEES OF PLUMBERS LU NO 690 BENEFIT PLANS 2791 SOUTHAMPTON ROAD PHILADELPHIA PA 19154 236405018 TO PROVIDE PENSION BENEFITS TO EMPLOYEES OF THE BENEFIT FUND OFFICE PA 401(A) N/A N/A 0 CHADWICK SERVICE CO INC BATES BROTHERS LLC BENSALEM PARK MAINTENANCE LTD BINSKY & SNYDER INC BJK PLGB & HTG ALBERT T CHADWICK CHURCHVILLE MECHANICAL ASSOC LLC CORPORATE PIPING INC DEVINE BROTHERS INC DOLAN MECHANICAL EAGLE MECH INC E J RAITH MECH INC DP ELLINGER P & H ELLIOT LEWIS CORP F & G MECH CORP FAB-CRETE INC FALASCA DANIEL S FIVE STAR INC FLUIDICS INC GENERAL ASPHALT CO GOLDEN & COWDEN HAYES MECHANICAL HERMAN GOLDNER CO INC JJ WHITE INC JOHN J BEE INC LGB MECHANICAL INC LIBERTY MECHANICAL SERVICES LIMA COMPANY LOR-MAR MECH SERV LLC MCCLOSKEY MECHANICAL MCCLURE CO INC KEVIN MCGINN MECO CONSTRUCTORS INC EDWARD J MELONEY INC MID-ATLANTIC MECHANICAL MIELE PLBG & HTG MULCO MECHANICAL MWI MECHANICAL MY LEAK PLUMBING NAGEL-LAVIN INC P M C MECH ENTERPRISE LLC PARKER LEN ASSOC INC PHILADELPHIA EAGLES ADVANCED SPECIALTY CONTRS PHILADELPHIA HOUSING DEVELOPMENT RIVER MECHANICAL INC SCOTT MECH INC SDA INC SERCO INC SPECTRUM STAR PLUMBING SURETY MECH SERVICES TANDEM ASSOC INC THE PHILLIES THE WARKO GROUP TRACEY MECH INC TRUSKEY INC US PIPING INC VINCENT POOLS INC WEST CHESTER MECHANICAL CONT INC LIMBACH COMPANY LLC QUAKER MECHANICAL INC MAIN LINE COMMERCIAL POOLS BOFINGER & BRESLIN PLUMBING DWD MECH CONTRACTOR INC KASER MECHANICAL LLC TKELLY INC J P C GROUP INC RAMOS & ASSOCIATES INC BBJ MECHANICAL INC COMPETITIVE PLBG & HTG INC JR MCGEE PLUMBING LUCKY MECHANICAL LLC ROSATI MECHANICAL INC PARADIGM MECHANICAL LLC JJM PLUMBING CO JF HIERHOLZER MECH & ELEC JOHN HEDRICK PLUMBING D'ANGELO BROS INC CHESTER POOL SYSTEMS INC M E B PLUMBING LLC EDWIN L HEIM CO SOUTHLAND INDUSTRIES GEM MECHANICAL SERVICES INC GARRY'S PLBG & HTG PEOPLE'S & SONS LLC MECHANICAL ADVANTAGE CONSTRUCTION MAYFIELD SITE CONTRACTORS INC AINSWORTH INC T H PLUMBING TLC UNION DRAIN CLEANING P-III LLC MARX SHEET METAL & MECHANICAL INC KEEGAN MECHANICAL INC LEIBOLD INC JOHN B GREGORY & SONS LLC BIG BULL ASSOCIATES LLC J RYBNICK MECH CONTRACTOR INC PHARMACEUTICAL PROCUREMENT V & G CLIMATE SERVICES ALL TRADES MECHANICAL SLOAN'S PLBG & MECH LLC TOTAL PIPE CONNECTION INC WARMINSTER MUNICIPAL AUTHORITY DELONG SERVICE CO INC FERRY PLUMBING PRECISION PIPING BURKHARDT MECH INC H T LYONS INC NOOTER CONSTRUCTION 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 1 FORM 990, SCHEDULE R THE PLAN UNDERSTANDS THE IRS CALLS FOR ALL EMPLOYERS CONTRIBUTING TO A VEBA, SUCH AS THE PLAN, THAT ARE TO BE CONSIDERED RELATED ORGANIZATIONS FOR PURPOSES OF REPORTING ON SCHEDULE R TO FORM 990 ARE TO BE REPORTED LISTING ONLY THEIR NAME, ON SCHEDULE R. HOWEVER, TO PROPERLY COMPLETE SCHEDULE R CERTAIN INFORMATION IS NEEDED FOR EACH EMPLOYER. WHILE THE PLAN HAS MADE A REASONABLE EFFORT TO OBTAIN, GATHER AND PROPERLY REPORT ALL OF THE REQUIRED DATA, CERTAIN INFORMATION HAS NOT BEEN AVAILABLE OR RECEIVED. THE PLAN WILL CONTINUE TO OBTAIN, GATHER AND PROPERLY REPORT ALL OF THE REQUIRED DATA IN THE FUTURE. IN ADDITION, CERTAIN INFORMATION THAT WAS NOT AVAILABLE BUT WAS CALLED FOR BY THE FORM WAS BASED ON AVAILABLE INFORMATION. THE TYPE OF ENTITY WAS CONSIDERED TO BE A C CORPORATION FOR CERTAIN BUSINESSES FOR WHICH THE PLAN DOES NOT HAVE THE TYPE OF ENTITY.