PLUMBERS & PIPEFITTERS LOCAL 162 HEALTH & INSURANCE FUND

EIN: 310619689

DAYTON, OH

Total Revenue
$18,626,499
Total Expenses
$11,465,173
Total Assets
$21,294,130
Net Assets
$21,294,130
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1961
Legal Domicile
OH
Principal Officer
SHANNA TERRILL
Phone
9374615652
Tax Period
2024-07-01 to 2025-06-30

PLUMBERS & PIPEFITTERS LOCAL 162 HEALTH & INSURANCE FUND, founded in 1961, is a mid-sized nonprofit that reported $18.6M in total revenue in fiscal year 2024. Revenue surged 50% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7.2M, a strong 38% operating margin.

Mission

TO PROVIDE HEALTH AND PRESCRIPTION DRUG BENEFITS TO COVERED MEMBERS, RETIREES AND DEPENDENTS.

Program Service Accomplishments

Program 1

PROVIDE SELF FUNDED HEALTH INSURANCE BENEFITS TO ELIGIBLE PARTICIPANTS, DEPENDENTS, AND RETIREES OF PLUMBERS AND PIPEFITTERS' LOCAL 162.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $18,132,917
Investment Income $493,505
Other Revenue $77
TOTAL REVENUE $18,626,499

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $353,270
TOTAL EXPENSES $11,465,173

Year-over-Year Comparison

2024 2023 Change
Revenue $18,626,499 $12,419,994 +0.5%
Expenses $11,465,173 $8,549,273 +0.3%
Net Income $7,161,326 $3,870,721 +0.9%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
7
Independent Members
7
Employees
N/A
Volunteers
N/A

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAVE SEUBERT UNION TRUSTEE 0.50
Director
$0 $0 $0
MARK TERRILL UNION TRUSTEE 0.50
Director
$0 $0 $0
SARAH BROGAN CONTRACTOR TRUSTEE 0.50
Director
$0 $0 $0
GREG HOBBS MANAGEMENT TRUSTEE 0.50
Director
$0 $0 $0
DOUG MAYSE MANAGEMENT TRUSTEE 0.50
Director
$0 $0 $0
HOWARD KRISHER MANAGEMENT TRUSTEE 0.50
Director
$0 $0 $0
VALERIE POPE ALTERNATE TRUSTEE CONTRACTOR TRUSTEE 0.50
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $18,626,499 $11,465,173 $21,294,130 $7,161,326
2024 $12,419,994 $8,549,273 $13,194,262 $3,870,721
2023 $9,960,904 $8,904,749 $8,787,779 $1,056,155
2022 $8,894,165 $8,176,649 $7,536,248 $717,516
2021 $7,981,723 $6,773,520 $7,662,689 $1,208,203
2020 $7,566,136 $7,865,639 $5,865,121 $-299,503
2019 $6,817,265 $7,748,437 $5,986,133 $-931,172
2018 $5,512,018 $6,386,436 $6,657,551 $-874,418
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