2026-07-14T10:39:36-05:00 2025-08-31 430765316 RUBINBROWN LLP 1200 MAIN STREET SUITE 1000 KANSAS CITY MO 64105 990 2024-09-01 440569165 INTERNATIONAL BROTHERHOOD OF ELETRL WORKERS HLTH & WLFR FND LOCAL 124 INTE 8169430277 305 E 103RD TERRACE KANSAS CITY MO 64114 KENNETH C BORDENBO MORENO TRUSTEES 8169430277 2026-07-10 1 1 ETHAN A KENT CPA P01051867 8164721122 2026-07-09 2024 2025-03-06 01:10:19Z KENNETH C BORDEN 305 E 103RD TERRACE KANSAS CITY MO 64114 103368848 0 X N/A X 1952 MO SEE SCHEDULE O 6 6 0 6 0 0 0 0 56032277 69814259 1161126 2569916 2361298 2872170 59554701 75256345 0 0 52037740 61637936 0 0 0 0 0 3205425 3625983 55243165 65263919 4311536 9992426 65260087 77691569 1810633 3141358 63449454 74550211 X SEE SCHEDULE OTO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS OF THE I.B.E.W. LOCAL UNION NO. 124, THEIR DEPENDENTS AND BENEFICIARIES AND CERTAIN NONMEMBER EMPLOYEES OF CONTRIBUTING EMPLOYERS. 0 0 THE PLAN PAYS MEDICAL, DENTAL, VISION, SICKNESS, AND DEATH BENEFITS ON BEHALF OF APPROXIMATLEY 3,600 UNION MEMBERS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 141 0 1 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 X KEVIN SMITH 8169430277 305 E 103RD TERRACE KANSAS CITY MO 64114 X X KENNETH C BORDEN CHAIRMAN, TRUSTEE 2.00 X X 0 0 0 BO MORENO SECRETARY, TRUSTEE 2.00 X X 0 0 0 TROY YATES TRUSTEE 1.00 X 0 0 0 JOSEPH FUENTES TRUSTEE 1.00 X 0 0 0 MICHAEL QUARLES TRUSTEE 1.00 X 0 0 0 JASON DUKE TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 BLUE CROSS BLUE SHIELD PO BOX 419169 KANSAS CITY MO 64108 ADMINISTRATIVE SERVICES 1062466 CHEIRON INC PO BOX 37117 BALTIMORE MD 21297 CONSULTING SERVICES 166884 2 EMPLOYER CONTRIBUTIONS 900099 66179993 66179993 PARTICIPANT CONTRIBUTIONS 900099 3634266 3634266 69814259 2573085 2573085 28109334 28112503 -3169 -3169 -3169 REBATE INCOME 812900 2863241 2863241 LITIGATION PROCEEDS 900099 8929 8929 2872170 75256345 72686429 0 2569916 61637936 104866 60719 106774 1129772 20415 71659 28182 HEALTH PROVIDER FEES 1764679 DATA PROCESSING 219908 POSTAGE 21936 BANK CHARGES 21889 75184 65263919 54912 54094 5458661 8064028 6242038 9585483 35520 29281 327301 327301 0 0 49065517 55125176 4324669 4397203 78770 436304 65260087 77691569 420131 158238 1390502 2983120 1810633 3141358 X 0 0 0 0 63449454 74550211 63449454 74550211 65260087 77691569 9992426 1108331 0 X 0 1 X 1 0 327301 327301 0 0 U.S. REAL ESTATE INVESTMENT FUND, LLC 4397203 F 4397203 RECIPROCAL TRANSFERS 2983120 2983120 X 76364676 1108331 1108331 75256345 0 75256345 65263919 0 65263919 0 65263919 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 1199 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 753 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 282 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 2460 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 18 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 1312 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 506 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 1506 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 121 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 4028 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 466 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 1693 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 2784 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 4158 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 1674 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 1912 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 545 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 170 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 195 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 441 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 180 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 417 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 2461 0 0 0 29281 FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS OF THE I.B.E.W. LOCAL UNION NO. 124, THEIR DEPENDENTS AND BENEFICIARIES AND CERTAIN NONMEMBER EMPLOYEES OF CONTRIBUTING EMPLOYERS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM, REVIEWED BY THE CONTROLLER, THEN PROVIDED VIA EMAIL TO THE BOARD OF TRUSTEES FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART VII COMPENSATION OF TRUSTEES INTERNATIONAL BROTHERHOOD OF ELETRL WORKERS HLTH & WLFR FND LOCAL 124 DOES NOT COMPENSATE TRUSTEES. COMPENSATION PAID BY RELATED TAX-EXEMPT ORGANIZATIONS TO TRUSTEES IS REPORTED TO THE INTERNAL REVENUE SERVICE ON FORMS 990 FOR THE FOLLOWING ORGANIZATIONS: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 0124 LOCAL EIN: 44-0296395 BO MORENO JOSEPH FUENTES JASON DUKE NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION INC GREATER KC CHAPTER EIN: 44-0267507 KENNETH C. 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