INTERNATIONAL BROTHERHOOD OF ELETRL WORKERS HLTH & WLFR FND LOCAL 124: Form 990, tax year 2023
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- Organization
- INTERNATIONAL BROTHERHOOD OF ELETRL WORKERS HLTH & WLFR FND LOCAL 124 (EIN 44-0569165)
- Tax period
- 2023-09-01 to 2024-08-31
- Filed
- 2025-07-21
- IRS object ID
- 202502029349300110
- Schema version
- 2023v6.0
- 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 | 2025-07-21T11:19:40-05:00 | ReturnTs |
| Tax Period End | 2024-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 430765316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINBROWN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 MAIN STREET SUITE 1000 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 440569165 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL BROTHERHOOD OF ELETRL | BusinessNameLine1Txt |
| Business Name Line2 | WORKERS HLTH & WLFR FND LOCAL 124 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 8169430277 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 E 103RD TERRACE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64114 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH C BORDENBO MORENO | PersonNm |
| Person Title | TRUSTEES | PersonTitleTxt |
| Phone | 8169430277 | PhoneNum |
| Signature | 2025-07-17 | 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 | ETHAN A KENT CPA | PreparerPersonNm |
| PTIN | P01051867 | PTIN |
| Phone | 8164721122 | PhoneNum |
| Preparation | 2025-07-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KENNETH C BORDEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 E 103RD TERRACE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $110,862,203 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 6 | 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 | $50,741,999 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $56,032,277 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,228,916 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,161,126 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,469,078 | PYOtherRevenueAmt |
| CY Other Revenue | $2,361,298 | CYOtherRevenueAmt |
| PY Total Revenue | $54,439,993 | PYTotalRevenueAmt |
| CY Total Revenue | $59,554,701 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $46,669,308 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $52,037,740 | 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 | $2,802,976 | PYOtherExpensesAmt |
| CY Other Expenses | $3,205,425 | CYOtherExpensesAmt |
| PY Total Expenses | $49,472,284 | PYTotalExpensesAmt |
| CY Total Expenses | $55,243,165 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,967,709 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,311,536 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $57,166,919 | TotalAssetsBOYAmt |
| Total Assets EOY | $65,260,087 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $738,760 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,810,633 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $56,428,159 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $63,449,454 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE PLAN PAYS MEDICAL, DENTAL, VISION, SICKNESS, AND DEATH BENEFITS ON BEHALF OF APPROXIMATLEY 3,000 UNION MEMBERS AND THEIR DEPENDENTS. | 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 | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | 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 | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | Yes (1) | 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 | 124 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| 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 |
| 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 | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | 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 | KEVIN SMITH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8169430277 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 E 103RD TERRACE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| KENNETH C BORDEN | ||||||
| CHAIRMAN, TRUSTEE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BO MORENO | ||||||
| SECRETARY, TRUSTEE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TODD HOWERTON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DONALD G LAFFOON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL QUARLES | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY LOVE | ||||||
| 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 | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | |||||
| PO BOX 219454 | KANSAS CITY | MO | 64121 | ADMINISTRATIVE SERVICES | $1,072,297 |
| CHEIRON INC | |||||
| PO BOX 37117 | BALTIMORE | MD | 21297 | CONSULTING SERVICES | $172,196 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $52,580,255 | $52,580,255 |
| PARTICIPANT CONTRIBUTIONS | 900099 | $3,452,022 | $3,452,022 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $56,032,277 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,025,117 | TotalRevenueColumnAmt |
| Exclusion | $2,025,117 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $50,443,511 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $51,307,502 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$863,991 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$863,991 | TotalRevenueColumnAmt |
| Exclusion | -$863,991 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| REBATE INCOME | 812900 | $2,355,964 | $2,355,964 |
| LITIGATION PROCEEDS | 900099 | $5,334 | $5,334 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,361,298 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $59,554,701 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $58,393,575 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,161,126 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,037,740 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,850 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,604 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,993 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,033,727 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,763 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,701 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,279 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| HEALTH PROVIDER FEES | $1,544,622 |
| DATA PROCESSING | $192,530 |
| BANK CHARGES | $17,298 |
| POSTAGE | $15,738 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,320 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,243,165 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,880 | BOYAmt |
| EOY | $54,912 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,560,668 | BOYAmt |
| EOY | $5,458,661 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,258,736 | BOYAmt |
| EOY | $6,242,038 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,083 | BOYAmt |
| EOY | $35,520 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $327,301 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $327,301 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,113,186 | BOYAmt |
| EOY | $49,065,517 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,802,679 | BOYAmt |
| EOY | $4,324,669 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $348,687 | BOYAmt |
| EOY | $78,770 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,166,919 | BOYAmt |
| EOY | $65,260,087 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,214 | BOYAmt |
| EOY | $420,131 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $556,546 | BOYAmt |
| EOY | $1,390,502 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $738,760 | BOYAmt |
| EOY | $1,810,633 | 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 | $56,428,159 | BOYAmt |
| EOY | $63,449,454 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,428,159 | BOYAmt |
| EOY | $63,449,454 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,166,919 | BOYAmt |
| EOY | $65,260,087 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,311,536 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,709,759 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $327,301 | OtherCostOrOtherBasisAmt |
| Depreciation | $327,301 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | U.S. REAL ESTATE INVESTMENT FUND, LLC | Desc |
| Book Value | $4,324,669 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,324,669 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECIPROCAL TRANSFERS | Desc |
| Amt | $1,390,502 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,390,502 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $62,264,460 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,709,759 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,709,759 | RevenueNotReportedAmt |
| Revenue Subtotal | $59,554,701 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $59,554,701 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $55,243,165 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $55,243,165 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $55,243,165 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (11 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|
| SUBSTANTIAL CONTRIBUTOR | ||||||
| EMPLOYER CONTRIBUTOR | EMPLOYER CONTRIBUTION UNPAID AT YEAR END | Yes (X) | $11,623 | 0 | 0 | 0 |
| SUBSTANTIAL CONTRIBUTOR | ||||||
| EMPLOYER CONTRIBUTOR | EMPLOYER CONTRIBUTION UNPAID AT YEAR END | Yes (X) | $12,044 | 0 | 0 | 0 |
| SUBSTANTIAL CONTRIBUTOR | ||||||
| EMPLOYER CONTRIBUTOR | EMPLOYER CONTRIBUTION UNPAID AT YEAR END | Yes (X) | $922 | 0 | 0 | 0 |
| SUBSTANTIAL CONTRIBUTOR | ||||||
| EMPLOYER CONTRIBUTOR | EMPLOYER CONTRIBUTION UNPAID AT YEAR END | Yes (X) | $1,753 | 0 | 0 | 0 |
| SUBSTANTIAL CONTRIBUTOR | ||||||
| EMPLOYER CONTRIBUTOR | EMPLOYER CONTRIBUTION UNPAID AT YEAR END | Yes (X) | $718 | 0 | 0 | 0 |
| SUBSTANTIAL CONTRIBUTOR | ||||||
| EMPLOYER CONTRIBUTOR | EMPLOYER CONTRIBUTION UNPAID AT YEAR END | Yes (X) | $982 | 0 | 0 | 0 |
| SUBSTANTIAL CONTRIBUTOR | ||||||
| EMPLOYER CONTRIBUTOR | EMPLOYER CONTRIBUTION UNPAID AT YEAR END | Yes (X) | $2,906 | 0 | 0 | 0 |
| SUBSTANTIAL CONTRIBUTOR | ||||||
| EMPLOYER CONTRIBUTOR | EMPLOYER CONTRIBUTION UNPAID AT YEAR END | Yes (X) | $410 | 0 | 0 | 0 |
| SUBSTANTIAL CONTRIBUTOR | ||||||
| EMPLOYER CONTRIBUTOR | EMPLOYER CONTRIBUTION UNPAID AT YEAR END | Yes (X) | $11 | 0 | 0 | 0 |
| SUBSTANTIAL CONTRIBUTOR | ||||||
| EMPLOYER CONTRIBUTOR | EMPLOYER CONTRIBUTION UNPAID AT YEAR END | Yes (X) | $871 | 0 | 0 | 0 |
| SUBSTANTIAL CONTRIBUTOR | ||||||
| EMPLOYER CONTRIBUTOR | EMPLOYER CONTRIBUTION UNPAID AT YEAR END | Yes (X) | $3,280 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $35,520 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 RYAN LEE NANCY LOVE TODD HOWERTON NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION INC GREATER KC CHAPTER EIN: 44-0267507 KENNETH C. BORDEN |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| IBEW #124 ANNUITY & 401(K) FUND | ||||||||
| 305 E 103RD TERRACE | KANSAS CITY | MO | 64114 | 431269910 | EMPLOYEE BENEFITS | MO | 401(A) | 0 |
| IBEW #124 PENSION FUND | ||||||||
| 305 E 103RD TERRACE | KANSAS CITY | MO | 64114 | 430817626 | EMPLOYEE BENEFITS | MO | 401(A) | 0 |
| IBEW #124 VACATION & HOLIDAY FUND | ||||||||
| 305 E 103RD TERRACE | KANSAS CITY | MO | 64114 | 430909522 | EMPLOYEE BENEFITS | MO | 501(C)(9) | 0 |
| IBEW #124 ELECTRICAL JOINT APPRENTICESHIP & TRAINING TRUST FUND | ||||||||
| 305 E 103RD TERRACE | KANSAS CITY | MO | 64114 | 440517554 | TRAINING AND EDUCATION | MO | 501(C)(5) | 0 |
| IBEW #124 - NECA LABOR MGMT COOPERATIVE TRUST FUND | ||||||||
| 305 E 103RD TERRACE | KANSAS CITY | MO | 64114 | 436577830 | PROMOTE USE OF UNION ELECTRICAL CONTRACTORS | MO | 501(C)(5) | 0 |
| INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 0124 LOCAL | ||||||||
| 301 E 103RD TERRACE | KANSAS CITY | MO | 64114 | 440296395 | CONTRIBUTING EMPLOYER | MO | 501(C)(5) | 0 |
| NATIONAL ELECTRICAL CONTRACTORS ASSOC INC GREATER KC CHAPTER | ||||||||
| PO BOX 32255 | KANSAS CITY | MO | 64171 | 440267507 | CONTRIBUTING EMPLOYER | MO | 501(C)(6) | 0 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (18 entries)
| 247 FIRE PROTECTION LLC |
| ARC ELECTRIC LLC |
| BWISE LLC |
| DYE ELECTRIC LLC |
| ENCON SERVICES LLC |
| GRE ELECTRIC LLC |
| JL SOLAR LLC |
| NEXGEN KC LLC |
| P1 CONSTRUCTION LLC |
| P1 SERVICE LLC |
| PARSONS ELECTRIC LLC |
| PLAZA ELECTRIC CONSTRUCTION LLC |
| PRECISE ELECTRIC LLC |
| RIVER ELECTRIC LLC |
| SM5 ELECTRIC LLC |
| TULSA ELECTRIC LLC |
| VISION ELECRIC LLC |
| WELLS GLOBAL WEST LLC |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (92 entries)
| AC CONTROLS MFG CO |
| ALPHA ENERGY & ELECTRIC INC |
| AMERICAN LEGACY CONST GROUP |
| ARNWINE ELECTRIC CO |
| ARROWHEAD ELECTRIC INC |
| BAKER MECHANICALDBA BAKER GRO |
| C&C SALES INC DBA C&C GROUP |
| CAPITAL ELECTRIC COINC |
| CHERNE CONTRACTING CORPORATION |
| CI3 INTEGRATORS |
| CITADEL ELEC GROUP INC |
| CITYWIDE ELECTRIC INC |
| CLAYCO ELECTRIC COMPANY |
| COASTAL ELECTRIC INC |
| COLTRANE SYSTEMS |
| CONTROL SERVICE CO INC |
| CORE ELECTRIC |
| CUPERTINO ELECTRIC INC |
| CUSTOM LIGHTING SERVICE DBA BL |
| CUSTOM LIGHTING SERVICES DBA B |
| DL SMITH ELECTRICAL CONST |
| DATA LINK INC |
| DAYSPRING ELECTRIC |
| DC ELECTRICAL HEATING & COOLI |
| DECKER ELECTRIC |
| DMR SERVICES INC |
| ELEC CORP OF AMERICA |
| ELECTRICAL CORP OF AMERICA |
| ELECTRICAL JOINT APPRENTICESHI |
| EMPIRE ELECTRIC SERVICES |
| ENERFAB INC |
| ENERGIZE ELECTRONICS INC |
| FREEDOM ELECTRIC PROFESSIONALS |
| FREEDOM ELECTRIC SERVICES INC |
| HUNT ELECTRIC CORPORATION |
| INDEPENDENT ELECTRIC MACHINERY |
| J VANGEL ELECTRIC INC |
| JACKSON COUNTY ELECTRICIANS |
| JF ELECTRIC |
| JL SOLAR NON-BARGAINED PLAN C |
| JOPLIN INDUSTRIAL ELECT |
| KAISER ELECTRIC OF CENTRAL MIS |
| KANSAS CITY CHAPTER NECA |
| KANSAS CITY INDUSTRIAL CONTROL |
| KC INDUSTRIAL CONTROLS KCIC |
| KC MO BUILDING & TRADES |
| KC SERVICE |
| KILIAN ELECTRICAL SERVICE INC |
| KLA LABORATORIES INC |
| KLEMP ELECTRIC MACHINERY CO |
| KRUSE CORPORATION |
| LAN-TEL COMMUNICATION SERVICES |
| LYNCH ELECTRICAL INC |
| MARK ONE EL CO INC |
| MASS ELECTRIC CONSTRUCTION CO |
| MAX ELECTRIC INC |
| MCELROY ELECTRIC INC |
| MERRILL INDUSTRIAL ELECTRIC CO |
| MEYER ELEC CO INC |
| MIDWEST FIBER & SECURITY |
| MISSOURI ELECTRIC INC |
| NATIONAL CONDUCTOR |
| NORTH KANSAS CITY ELECTRIC CO |
| P1 CONSTRUCTION ALUMNI |
| P1 SERVICE ALUMNI |
| PAYNECREST ELECTRIC INC |
| PINNACLE ELECTRIC |
| PIPING AND EQUIPMENT CO INC |
| PM CONTRACTING INC |
| PRECISION MECHANICAL GROUP INC |
| PREFERRED ELECTRICAL CONSTRUCT |
| PRO ELECTRIC LC |
| PROGRESSIVE ELECTRONICS |
| R L YATES ELECTR CONSTR |
| RHINO ELECTRIC |
| RS ELECTRIC CORPORATION |
| SACHS ELECTRIC COMPANY |
| SCHNEIDER ELECTRIC OF JEFFERSO |
| SEDALIA ELECTRIC SERVICE COMPA |
| SHAW ELECTRIC COMPANY |
| SHELLEY ELECTRIC INC |
| SKILL DEMAND CORP |
| STACO ELECTRIC CO |
| SUPERIOR ELECTRICAL CONST |
| SYNC ELECTRIC |
| TRIANGLE ELECTRIC |
| VAZQUEZ COMMERCIAL CONTRACTING |
| WALDINGER CORP APP REPAIR |
| WALDINGER ELECTRIC |
| WHAT EVER IT TAKES ELECTRICAL |
| YATES ELECTRIC CO INC |
| ZELLER ELECTRIC INC |
| 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 | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | 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 |