Public Charity

Plumbers Local 521 Health & Welfare Fund

Plumbers Local 521 Health & Welfare Fund is a Public Charity headquartered in Ona, WV. Financial data from the 2025 filing: $3.4M revenue, $3.7M expenses, $4.1M total assets.

EIN: 556035214 Ona, WV Latest filing: 2025
Total Revenue$3.4M
Total Expenses$3.7M
Total Assets$4.1M
Grant Records0
Filing Years2021–2025

Mission

The purpose of the Trust Fund is to receive, preserve and invest contributions made by the employers as required by collective bargaining agreements, as well as direct employee payments, and to provide health and welfare beneftis for eligible participants.

Where $100 goes at Plumbers Local 521 Health & Welfare Fund

How Plumbers Local 521 Health & Welfare Fund divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.

$96 Programs the work itself
$4 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 $96 for programs

$96
Area-wide, union-negotiated, union/managment trusteed health & welfare fund
All program spending
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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 $3.4M $3.7M $4.1M
2024 $3.3M $2.5M $4.2M
2023 $2.9M $2.9M $3.1M
2022 $2.6M $2.6M $3.1M
2021 $2.6M $2.7M $3.5M

Between 2021 and 2025, reported annual revenue grew from $2.6M to $3.4M (+33%), with total assets most recently reported at $4.1M.

Interactive year-over-year charts and full filing details available with membership.

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