Mission
The purpose is to receive, preserve and invest contributions by the employers required by collective bargaining agreements and to provide a subsidy for the cost of benefits for eligible participants of the Local Union 521 H & W Fund.
Public Charity
Plumbers and Steamfitters Local 521 Supplemental Health Fund
Plumbers and Steamfitters Local 521 Supplemental Health Fund, of Ona, WV, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $332K in revenue, $267K in expenses, $1.8M in total assets.
EIN: 261357279
Ona, WV
Voluntary Employees Beneficiary Associations (Non-Government)
NTEE: Y43
Latest filing: 2025
Total Revenue$332K
Total Expenses$267K
Total Assets$1.8M
Grant Records0
Filing Years2024–2025
Where $100 goes at Plumbers and Steamfitters Local 521 Supplemental Health Fund
How Plumbers and Steamfitters Local 521 Supplemental Health Fund divides every $100 it spends, from its own Form 990 filings, averaged across 2 years.
$84
Programs
the work itself
$16
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $84 for programs
$84
Area-wide, union-management trusteed supplemental health and welfare fund
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
Trustee
Frank R Ferguson
Trustee
George A Kisor
Trustee
Jackie Wilson
Trustee
James L Johnson
Trustee
Phillip S Johnson
Trustee
Scott Knipp
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $332K | $267K | $1.8M |
| 2024 | $265K | $144K | $1.7M |
Between 2024 and 2025, reported annual revenue grew from $265K to $332K (+26%), with total assets most recently reported at $1.8M.
Interactive year-over-year charts and full filing details available with membership.