I B E W LOCAL 1249 INSURANCE FUND: Form 990, tax year 2023
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- Organization
- I B E W LOCAL 1249 INSURANCE FUND (EIN 15-6025162)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-03
- IRS object ID
- 202442779349301439
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-03T13:36:23-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161131146 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BONADIO & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 432 NORTH FRANKLIN STREET | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 156025162 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IBEW LOCAL 1249 INSURANCE FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IBEW | BusinessNameControlTxt |
| Phone | 3156568390 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8531 BREWERTON ROAD 2 | AddressLine1Txt |
| City | CICERO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13039 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RYAN YOUNGMAN | PersonNm |
| Person Title | PLAN ADMINISTRATOR | PersonTitleTxt |
| Phone | 3156568390 | PhoneNum |
| Signature | 2024-10-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN NASONI | PreparerPersonNm |
| PTIN | P00057004 | PTIN |
| Phone | 3154227109 | PhoneNum |
| Preparation | 2024-10-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RYAN YOUNGMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8531 BREWERTON ROAD 2 | AddressLine1Txt |
| City | CICERO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13039 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $73,639,657 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1960 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE INSURANCE COVERAGE TO PLAN PARTICIPANTS | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $58,747,340 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $61,532,461 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$186,900 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,489,233 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,574,245 | PYOtherRevenueAmt |
| CY Other Revenue | $2,525,025 | CYOtherRevenueAmt |
| PY Total Revenue | $60,134,685 | PYTotalRevenueAmt |
| CY Total Revenue | $67,546,719 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $50,443,411 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $57,329,282 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,155,202 | PYOtherExpensesAmt |
| CY Other Expenses | $1,194,952 | CYOtherExpensesAmt |
| PY Total Expenses | $51,598,613 | PYTotalExpensesAmt |
| CY Total Expenses | $58,524,234 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,536,072 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,022,485 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $112,073,852 | TotalAssetsBOYAmt |
| Total Assets EOY | $125,107,279 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,169,971 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,217,142 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $108,903,881 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $123,890,137 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE INSURANCE COVERAGE TO PLAN PARTICIPANTS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE PLAN IS A SELF INSURED WELFARE PLAN PROVIDING: ACCIDENTAL, HOSPITAL, MEDICAL, SURGICAL, OPTICAL, PRESCRIPTION, DEATH, DENTAL, LIFE INSURANCE, HARDSHIP PAY, DISABILITY, EDUCATION, CHILD CARE, VACATION, UNEMPLOYMENT, AND INSURANCE PREMIUMS TO PLAN PARTICIPANTS. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RYAN YOUNGMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3156568390 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8531 BREWERTON ROAD | AddressLine1Txt |
| City | CICERO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13039 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| HENRY H WESTBROOK III | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES C ATKINS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK LAWRENCE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL GILCHRIST | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RYAN YOUNGMAN | |||||||
| PLAN ADMINISTRATOR | 26.00 | Yes (X) | $0 | $294,648 | $101,167 | 19.00 | Yes (X) |
| SCOTT LAMONT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY O'BRIEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $294,648 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $101,167 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UMR INC | |||||
| 2425 JAMES STREET | SYRACUSE | NY | 13206 | CLAIMS ADMINISTRATOR | $1,167,547 |
| US-RX CARE LLC | |||||
| 707 MIAMASBURG-CENTERVILLE RD 405 | DAYTON | OH | 45459 | PRESCRIPTION ADMINISTRATOR | $225,606 |
| KEENAN & ASSOCIATES | |||||
| PO BOX 4328 | TORRANCE | CA | 90510 | INSURANCE BROKER | $202,261 |
| DELTA DENTAL | |||||
| ONE DELTA DRIVE | MECHANICSBURG | PA | 17055 | DENTAL ADMINISTRATOR | $196,764 |
| PRO-FLEX ADMINISTRATORS LLC | |||||
| 8321 MAIN STREET | WILLIAMSVILLE | NY | 14224 | CLAIMS ADMINISTRATOR | $128,879 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 525100 | $60,785,090 | $60,785,090 |
| EMPLOYEE CONTRIBUTIONS | 525100 | $747,371 | $747,371 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $61,532,461 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,247,500 | TotalRevenueColumnAmt |
| Exclusion | $3,247,500 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,334,671 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,092,938 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $241,733 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $241,733 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $241,733 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| REBATES REVENUE | 524298 | $2,326,064 | $2,326,064 |
| MISCELLANEOUS INCOME | 525100 | $198,961 | $198,961 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,525,025 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,546,719 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $64,299,219 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,247,500 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,329,282 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,998 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,300 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,778 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,840 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,822 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,702 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| ADMINISTRATIVE FEES | $1,016,032 |
| MISCELLANEOUS EXPENSES | $2,480 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,524,234 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,924,808 | BOYAmt |
| EOY | $5,684,974 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,903,973 | BOYAmt |
| EOY | $15,785,593 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,993,745 | BOYAmt |
| EOY | $8,887,929 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,698 | BOYAmt |
| EOY | $86,886 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,103,628 | BOYAmt |
| EOY | $94,661,897 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,073,852 | BOYAmt |
| EOY | $125,107,279 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,950,924 | BOYAmt |
| EOY | $1,195,253 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,047 | BOYAmt |
| EOY | $21,889 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,169,971 | BOYAmt |
| EOY | $1,217,142 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,903,881 | BOYAmt |
| EOY | $123,890,137 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,903,881 | BOYAmt |
| EOY | $123,890,137 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,073,852 | BOYAmt |
| EOY | $125,107,279 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $9,022,485 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,963,771 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED PARTY | Desc |
| Amt | $21,889 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $21,889 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $73,465,712 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,963,771 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $5,963,771 | RevenueNotReportedAmt |
| Revenue Subtotal | $67,501,941 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $44,778 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $44,778 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $67,546,719 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $58,479,456 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $58,479,456 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $44,778 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $44,778 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $58,524,234 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE PLAN IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RYAN YOUNGMAN | PersonNm |
| Title | PLAN ADMINISTRATOR | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $294,648 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $68,719 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $32,448 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $395,815 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES OTHER THAN THE GOVERNING BODY (BOARD OF TRUSTEES). |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS REVIEWED BY THE PLAN ADMINISTRATOR PRIOR TO BEING FILED. IT IS AVAILABLE AT THE FUND OFFICE FOR ALL THE TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF TRUSTEES RECEIVES ANNUALLY A CONFLICT OF INTEREST FORM TO BE COMPLETED AND RETURNED TO THE FUND OFFICE AND TO REPORT ANY CONFLICTS AS THEY ARISE DURING THE YEAR. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD OF TRUSTEES UTILIZE THEIR KNOWLEDGE OF THE INDUSTRY TO DETERMINE RAISES TO THE TOP MANAGEMENT OFFICIAL AND OTHER KEY EMPLOYEES. THEIR DETERMINATION IS MADE ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION HAS THESE DOCUMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT CURRENTLY MAKE THE GOVERNING DOCUMENTS OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|
| IBEW LOCAL 1249 PENSION FUND | |||||||||
| 6518 FREMONT ROAD | EAST SYRACUSE | NY | 13057 | 156035161 | PROVIDE PENSION BENEFITS TO MEMBERS | NY | 401(A) TRUST | 0 | |
| NEW YORK STATE LINEMAN'S SAFETY TRAINING FUND | |||||||||
| 6518 FREMONT ROAD | EAST SYRACUSE | NY | 13057 | 160778849 | PROVIDE TRAINING TO MEMBERS | NY | 501(C)(3) | 0 | LINE 2 |
| INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 1249 | |||||||||
| 6518 FREMONT ROAD | EAST SYRACUSE | NY | 13057 | 150473831 | TO NEGOTIATE UNION CONTRACTS FOR MEMBERS AND PLACE MEMBERS IN WORK FORCE | NY | 501(C)(5) | 0 | |
| IBEW LOCAL 1249 ANNUITY FUND | |||||||||
| 6518 FREMONT ROAD | EAST SYRACUSE | NY | 13057 | 863163143 | PROVIDE PENSION BENEFITS TO MEMBERS | NY | 401(A) TRUST | 0 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (192 entries)
| ABC PROFESSIONAL TREE SVC |
| ADVANCED UTILITY SOLUTIONS |
| AGOSTINO UTILITIES |
| AIR 2 |
| ALDRIDGE ELECTRIC INC |
| ALL HANDS LLC |
| ALLAN BRITE-WAY ELECTRICAL CONTRACTORS |
| ALLIANCE POWER GROUP LLC |
| AM RIZZO |
| AMERICAN ELECTRICAL TESTING |
| AMPP CONSTRUCTION LLC |
| ANDIS LLC |
| ANR ELECTRIC |
| ARC AMERICAN INC |
| ARNOLD'S TREE SERVICE |
| ASPHLUNDH BRUSH CONTROL CO |
| ASPHLUNDH CONSTRUCTION CORP |
| ASPHLUNDH TREE EXPERT CO |
| ATKINS ELECTRIC |
| B&B ELECTRIC |
| BACKBONE POWER |
| BAILEY & BAILEY POWER DISTRIB |
| BATTAGLIA ELECTRIC |
| BEST LINE UTILITIES |
| BH ELECTRIC |
| BIG D ELECTRICAL |
| BLOTT UTILITY SERVICE |
| BLUE CHIP 2000 |
| BLUROC |
| CR WHITE TREE & LANDSCAPE |
| CALIBER FIELD SERVICES |
| CALYPTE ANNA CORP |
| CAPITAL LINE BUILDERS INC |
| CATCO ELECTRICAL CONTR CORP |
| CC POWER |
| CJ DRILLING |
| COH POWER |
| CR WHITE TREE AND LANDSCAPE |
| CUSTOM LIGHTING SERVICES |
| CUT ABOVE VEGETATION |
| D & D POWER |
| D & M ELECTRICAL CONTR INC |
| DANELLA POWER |
| DARDRILL INC |
| DELTA SERVICES LLC |
| DIETZ TREE SERVICES INC |
| DIVERGENT ALLIANCE |
| DLC ELECTRIC LLC |
| DUCCI ELECTRICAL CONSTRUCTION |
| DYNAMIC UTILITY SOLUTIONS |
| EAST COAST LINES |
| EAST COAST POWER |
| EBE ELECTRIC |
| EDGAR ELECTRIC |
| EES ENERGY |
| EJ ELECTRIC INSTALLATION |
| EJ ELECTRIC T&D LLC |
| EJ ENERGY CONSTRUCTION |
| ELECNOR HAWKEYE LLC |
| ENERGY MAT ALLIANCE |
| ENERGY SITE SERVICES |
| EXTREME TRAFFIC CONTROL |
| FAIRWAY ELECTRIC |
| FERGUSON ELEC CONST CO |
| FIACCO & RILEY CONSTRUCTION INC |
| FORCE POWERLINE LLC |
| FUSE ELECTRIC |
| GMB POWERLINE |
| GRATTAN LINE CONSTR |
| GRID POWER |
| GRID SERVICES LLC |
| H RICHARDSON & SONS LLC |
| H&G SERVICES |
| H&W HYDAKER |
| HARLAN ELECTRIC CO |
| HAUGLAND ENERGY |
| HEART UTILITIES OF JACKSONVILLE |
| HELISERVICE |
| HENKELS AND MCCOY INC |
| HIGHLINE HELICOPTERS |
| HIGHLINE TRADING DBA INTEGRITY LINE SOL |
| HIGHWAY ELEC |
| HOOSIER EDISON |
| HRS FORESTRY |
| I-80 POWER |
| IB ABEL INC |
| IBC ELECTRIC |
| IBEW LU 1249 |
| INTEGRITY TREE SVC |
| INTREN INC |
| IRONWOOD HEAVY HIGHWAY LLC |
| J RANCK ELECTRIC INC |
| JALBEAR BROTHERS |
| JCR CONSTRUCTION |
| JH HASSINGER |
| JJM POWER |
| JOHN MILLS ELECTRIC |
| JW DIDADO |
| K & R UTILITIES |
| K&R ENVIRONMENTAL |
| KW REESE INC |
| KEELEY CONSTRUCTION |
| KV POWER |
| LACORTE COMPANIES INC |
| LARCH TREE SERVICE LLC |
| LE MYERS |
| LECOM INC |
| LEWIS TREE SERVICE INC |
| LIBERTY ELECTRIC LINE BUILDER LLC |
| LINE WERX |
| LINECRAFT |
| LM SESSLER EXCAVATING AND WRECKING |
| M & D ELECTRICAL CONTRACTING |
| M & M ELECTRIC CO |
| M&C UTILITIES |
| MJ ELECTRIC LLC |
| MAINE TECHNICAL |
| MASS ELECTRIC CONSTR CO |
| MCDONOUGH ELEC |
| MCPHEE ELECTRIC LTD LLC |
| METRO TEK |
| MICHELS POWER |
| MIDWEST POWERLINE INC |
| MILLER & MILLER POLE LINE CONSTR |
| MILLER BROTHERS ELECTRICAL CON |
| MILLSPAUGH CONSTRUCTION CO |
| MK SHARP LLC |
| NG GILBERT CORPORATION |
| NELSON TREE SERVICE INC |
| NEW RIVER ELECTRICAL CORP |
| NOOTER CONSTSRUCTION |
| NORTHEASTERN JT APPR & TRAINING |
| NORTHERN CLEARING INC |
| NORTHERN LINE CONSTRUCTION |
| NORTHLAND LINE LIFE |
| NORTHLINE UTILITIES LLC |
| NXS POWERLINE |
| O'CONNELL ELECTRIC CO |
| ONE SOURCE |
| PEACHES POWERLINE LLC |
| PINNACLE UNIFIED |
| PLATINUM POWER SOLUTIONS (C2C POWER) |
| POWER PROS POWERLINE SOLUTIONS |
| PRAXEL LINE SERVICES |
| PREMIUM UTILITY CONTRACTOR |
| PRIMARY SOURCE ELECTRIC |
| PROGRESSIVE APPLIED SOLUTIONS |
| PROLINE POWER |
| PRYSMIAN CONS |
| QUALITY LINES |
| REEL LINE POWER |
| RIGGS DISTLER & CO INC |
| S & L ELEC |
| SPE UTILITY CONTR |
| SAFE FOR LIFE ELECTRICAL |
| SAFETY TRAINING FUND |
| SAVAGE LINE |
| SCHULER HAAS ELECTRIC |
| SCHUPP'S LINE CONSTRUCTION INC |
| SERVICE ELECTRIC |
| SKYLINE ELECTRIC CORP |
| SPARKS UNIFIED |
| SPOTH ENTERPRISES INC |
| STILSING ELECTRIC INC |
| SUPERIOR TRAFFIC CONTROL SYSTEMS |
| SUPREME INDUSTRIES INC |
| T & A CONSTRUCTION |
| TAPLINE UTILITY SERVICES LLC |
| THAYER INVESTMENTS DBA THAYER |
| THAYER POWER & COMMUNICATIONS |
| THE HYDAKER-WHEATLAKE |
| THOMPSON ELECTRIC |
| THREE PHASE LINE CONSTRUCTION |
| TOP LINE HANDS |
| TREE CARE OF NEW YORK LLC |
| TREES INC |
| TRI STATE DRILLING |
| TRUCONTRA POWER |
| UNITED CIVIL |
| UNITED WELDING OF BRAINERD INC |
| UNIVERSAL CONTRACTING SERVICES |
| VALIANT ENERGY SERVICE |
| VEC |
| VERDE ELECTRIC CORP |
| VISION UTILITIES |
| WA CHESTER LLC |
| W2 ENERGY SERVICES INC |
| WBE LINE SVCS |
| WELSBACH ELECTRIC CORP |
| WOODWALKER POWERLINES INC |
| WRS ENVIRONMENTAL |
| XTREMEPOWERLINE CONSTR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| IBEW LOCAL 1249 PENSION FUND | ||
| K | $79,495 | FMV |
| IBEW LOCAL 1249 PENSION FUND | ||
| O | $665,925 | FMV |
| IBEW LOCAL 1249 PENSION FUND | ||
| P | $270,612 | FMV |