2025-07-21T11:19:40-05:00 2024-08-31 430765316 RUBINBROWN LLP 1200 MAIN STREET SUITE 1000 KANSAS CITY MO 64105 990 2023-09-01 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 2025-07-17 1 1 ETHAN A KENT CPA P01051867 8164721122 2025-07-17 2023 2025-03-06 01:10:19Z KENNETH C BORDEN 305 E 103RD TERRACE KANSAS CITY MO 64114 110862203 0 X N/A X 1952 MO SEE SCHEDULE O 6 6 0 6 0 0 0 0 50741999 56032277 2228916 1161126 1469078 2361298 54439993 59554701 0 0 46669308 52037740 0 0 0 0 0 2802976 3205425 49472284 55243165 4967709 4311536 57166919 65260087 738760 1810633 56428159 63449454 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 3,000 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 1 124 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 TODD HOWERTON TRUSTEE 1.00 X 0 0 0 DONALD G LAFFOON TRUSTEE 1.00 X 0 0 0 MICHAEL QUARLES TRUSTEE 1.00 X 0 0 0 NANCY LOVE TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 BLUE CROSS BLUE SHIELD PO BOX 219454 KANSAS CITY MO 64121 ADMINISTRATIVE SERVICES 1072297 CHEIRON INC PO BOX 37117 BALTIMORE MD 21297 CONSULTING SERVICES 172196 2 EMPLOYER CONTRIBUTIONS 900099 52580255 52580255 PARTICIPANT CONTRIBUTIONS 900099 3452022 3452022 56032277 2025117 2025117 50443511 51307502 -863991 -863991 -863991 REBATE INCOME 812900 2355964 2355964 LITIGATION PROCEEDS 900099 5334 5334 2361298 59554701 58393575 0 1161126 52037740 101850 59604 40993 1033727 19763 71701 30279 HEALTH PROVIDER FEES 1544622 DATA PROCESSING 192530 BANK CHARGES 17298 POSTAGE 15738 77320 55243165 66880 54912 3560668 5458661 5258736 6242038 16083 35520 327301 327301 0 0 43113186 49065517 4802679 4324669 348687 78770 57166919 65260087 182214 420131 556546 1390502 738760 1810633 X 0 0 0 0 56428159 63449454 56428159 63449454 57166919 65260087 4311536 2709759 0 X 0 1 X 1 0 327301 327301 0 0 U.S. REAL ESTATE INVESTMENT FUND, LLC 4324669 F 4324669 RECIPROCAL TRANSFERS 1390502 1390502 X 62264460 2709759 2709759 59554701 0 59554701 55243165 0 55243165 0 55243165 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 11623 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 12044 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 922 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 1753 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 718 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 982 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 2906 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 410 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 11 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 871 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 3280 0 0 0 35520 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. 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