INTERNATIONAL BROTHERHOOD OF ELETRL WORKERS HLTH & WLFR FND LOCAL 124: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL BROTHERHOOD OF ELETRL WORKERS HLTH & WLFR FND LOCAL 124 (EIN 44-0569165)
- Tax period
- 2019-09-01 to 2020-08-31
- Filed
- 2021-07-15
- IRS object ID
- 202101969349301795
- Schema version
- 2019v5.2
- 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 | 2021-07-15T15:46:30-05:00 | ReturnTs |
| Tax Period End | 2020-08-31 | 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 | 2019-09-01 | 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 | JOHN FENNESYKENNETH BORDEN | PersonNm |
| Person Title | TRUSTEES | PersonTitleTxt |
| Phone | 8169430277 | PhoneNum |
| Signature | 2021-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUZANNE B KIMBROUGH | PreparerPersonNm |
| PTIN | P01320005 | PTIN |
| Phone | 8164721122 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN FENNESY | 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 | $55,085,978 | 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 | $39,375,306 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $41,480,436 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,112,461 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,251,092 | CYInvestmentIncomeAmt |
| PY Other Revenue | $982,548 | PYOtherRevenueAmt |
| CY Other Revenue | $587,117 | CYOtherRevenueAmt |
| PY Total Revenue | $41,470,315 | PYTotalRevenueAmt |
| CY Total Revenue | $43,318,645 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $37,039,088 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $35,992,543 | 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 | $2,560,900 | PYOtherExpensesAmt |
| CY Other Expenses | $2,681,685 | CYOtherExpensesAmt |
| PY Total Expenses | $39,599,988 | PYTotalExpensesAmt |
| CY Total Expenses | $38,674,228 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,870,327 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,644,417 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $45,395,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,735,206 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $20,804,884 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $333,925 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,590,116 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $51,401,281 | 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 | 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 | 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 | 692 | 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 |
| 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 |
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 |
|---|---|---|---|---|---|---|
| JOHN FENNESSY | ||||||
| CHAIRMAN, TRUSTEE | 2.00 | Yes (X) | Yes (X) | $0 | $124,368 | $37,468 |
| RUDY CHAVEZ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $106,600 | $37,468 | |
| GREGORY P CIANCIOLO | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $10,580 | $4,158 | |
| KENNETH C BORDEN | ||||||
| SECRETARY, TRUSTEE | 2.00 | Yes (X) | Yes (X) | $0 | $241,865 | $10,200 |
| DONALD G LAFFOON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL QUARLES | ||||||
| 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 | $483,413 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $89,294 | 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 (3 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 | $1,019,398 |
| CHEIRON | |||||
| PO BOX 37117 | BALTIMORE | MD | 21297 | ACTUARIAL SERVICES | $142,822 |
| ARNOLD NEWBOLD SOLLARS AND HOLLINS | |||||
| 1100 MAIN STREET | KANSAS CITY | MO | 64105 | LEGAL SERVICES | $113,922 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTR. | 900099 | $38,434,846 | $38,434,846 |
| PARTICIPANT CONTR. | 900099 | $3,045,590 | $3,045,590 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $41,480,436 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,173,736 | TotalRevenueColumnAmt |
| Exclusion | $1,173,736 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,844,689 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,767,333 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $77,356 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $77,356 | TotalRevenueColumnAmt |
| Exclusion | $77,356 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| REBATE INCOME | 812900 | $586,764 | $586,764 |
| LITIGATION PROCEEDS | 900099 | $353 | $353 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $587,117 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,318,645 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $42,067,553 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,251,092 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,992,543 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,622 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,670 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,718 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $914,096 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,773 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,642 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $836 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,195 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| HEALTH PROVIDER FEES | $1,114,097 |
| DATA PROCESSING | $127,884 |
| BANK CHARGES | $21,635 |
| POSTAGE | $18,173 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,344 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,674,228 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,963 | BOYAmt |
| EOY | $151,666 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,471,065 | BOYAmt |
| EOY | $2,248,807 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,947,688 | BOYAmt |
| EOY | $3,878,974 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,972 | BOYAmt |
| EOY | $5,379 | 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 | $33,702,460 | BOYAmt |
| EOY | $41,151,626 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,773,777 | BOYAmt |
| EOY | $3,989,417 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $303,075 | BOYAmt |
| EOY | $309,337 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,395,000 | BOYAmt |
| EOY | $51,735,206 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $504,843 | BOYAmt |
| EOY | $259,561 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $671 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,300,041 | BOYAmt |
| EOY | $73,693 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,804,884 | BOYAmt |
| EOY | $333,925 | 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 | $24,590,116 | BOYAmt |
| EOY | $51,401,281 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,590,116 | BOYAmt |
| EOY | $51,401,281 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,395,000 | BOYAmt |
| EOY | $51,735,206 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,644,417 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,012,748 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $20,154,000 | 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 | $3,989,417 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,989,417 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECIPROCAL TRANSFERS | Desc |
| Amt | $73,693 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $73,693 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $45,331,393 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,012,748 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,012,748 | RevenueNotReportedAmt |
| Revenue Subtotal | $43,318,645 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $43,318,645 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $38,674,228 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $38,674,228 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $38,674,228 | TotalExpensesPerForm990Amt |
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 (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN FENNESSY | ||||||||||||||
| CHAIRMAN, TRUSTEE | $0 | $124,368 | $0 | $0 | $0 | $0 | $0 | $17,056 | $0 | $20,412 | $0 | $161,836 | $0 | $0 |
| KENNETH C BORDEN | ||||||||||||||
| SECRETARY, TRUSTEE | $0 | $241,865 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $10,200 | $0 | $252,065 | $0 | $0 |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (9 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan To OrganizationLoanToOrganizationInd | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd | Loan From OrganizationLoanFromOrganizationInd |
|---|---|---|---|---|---|---|---|
| SUBSTANTIAL CONTRIBUTOR | |||||||
| EMPLOYER CONTRIBUTOR | EMPLOYER CONTRIBUTION UNPAID AT YEAR END | Yes (X) | $671 | 0 | 0 | 0 | |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| EMPLOYER CONTRIBUTOR | EMPLOYER CONTRIBUTION UNPAID AT YEAR END | $369 | 0 | 0 | 0 | Yes (X) | |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| EMPLOYER CONTRIBUTOR | EMPLOYER CONTRIBUTION UNPAID AT YEAR END | $2,875 | 0 | 0 | 0 | Yes (X) | |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| EMPLOYER CONTRIBUTOR | EMPLOYER CONTRIBUTION UNPAID AT YEAR END | $26 | 0 | 0 | 0 | Yes (X) | |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| EMPLOYER CONTRIBUTOR | EMPLOYER CONTRIBUTION UNPAID AT YEAR END | $1,570 | 0 | 0 | 0 | Yes (X) | |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| EMPLOYER CONTRIBUTOR | EMPLOYER CONTRIBUTION UNPAID AT YEAR END | $150 | 0 | 0 | 0 | Yes (X) | |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| EMPLOYER CONTRIBUTOR | EMPLOYER CONTRIBUTION UNPAID AT YEAR END | $51 | 0 | 0 | 0 | Yes (X) | |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| EMPLOYER CONTRIBUTOR | EMPLOYER CONTRIBUTION UNPAID AT YEAR END | $292 | 0 | 0 | 0 | Yes (X) | |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| EMPLOYER CONTRIBUTOR | EMPLOYER CONTRIBUTION UNPAID AT YEAR END | $46 | 0 | 0 | 0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $6,050 | 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 XI, LINE 9: | TO ADJUST PRIOR YEAR BENEFIT OBLIGATION BALANCE NOT INCLUDED IN AUDITED BALANCE SHEET 20,154,000. |
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 (16 entries)
| ARC ELECTRIC LLC |
| ASB CONTROLS LLC |
| COVER ELECTRIC LLC |
| DYE ELECTRIC LLC |
| ENCON SERVICES LLC |
| JDW ELECTRIC LLC |
| KW ELECTRICAL SERVICES LLC |
| MD ELECTRIC LLC |
| O'NEAL INDUSTRIAL ELECTRIC LLC |
| PARSONS ELECTRIC LLC |
| PRECISE ELECTRIC LLC |
| RIVER ELECTRIC LLC |
| TRUSTED ELECTRIC LLC |
| TSI GROUP LLC |
| VAZQUEZ COMM CONTR LLC OFFICE |
| VISION ELECRIC LLC |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (82 entries)
| AC CONTROLS MFG CO |
| ADVANCED SYSTEMS GRPSHAMBAUGH |
| ALL CURRENT ELECTRIC |
| ALPHA ENERGY & ELECTRIC INC |
| AMERICAN LEGACY CONST GROUP |
| AMERICAN SECURITY CONTRACTORS |
| ARNWINE ELECTRIC CO |
| BALES-LANG ELEC CO INC |
| BLACK & MCDONALD |
| BLACK & MCDONALD ELECTRIC ALUM |
| CACHE VALLEY ELECTRIC COMPANY |
| CAPITAL ELECTRIC CO INC |
| CHERNE CONTRACTING CORPORATION |
| CI3 INTEGRATORS |
| CITADEL ELECTRIC GROUP INC |
| CITYWIDE ELECTRIC INC |
| CLAYCO ELECTRIC COMPANY |
| COLTRANE SYSTEMS |
| COMMONWEALTH ELECTRIC CO OF MI |
| CONNECT ELECTRIC COMPANY INC |
| CONTI ELECTRIC INC |
| CONTROL SERVICE CO INC |
| COVER ELECTRIC |
| DL SMITH ELECTRICAL CONST |
| DATA LINK INC |
| DAY & ZIMMERMAN NPS INC |
| DAYSPRING ELECTRIC |
| DECKER ELECTRIC |
| DMR SERVICES INC |
| DURKIN EQUIPMENT CO 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 |
| GREEN WAVE TECHNOLOGY INC |
| HEARTLAND ELECTRICAL CORP |
| HUNT ELECTRIC CORPORATION |
| INDEPENDENT ELECTRIC MACHINERY |
| INFINITE ENERGY CONST INC |
| J VANGEL ELECTRIC INC |
| JACKSON COUNTY ELECTRICIANS |
| KAISER ELECTRIC OF CENTRAL MIS |
| KANSAS CITY CHAPTER NECA |
| KANSAS CITY INDUSTRIAL CONTROL |
| KC MO ELECTRIC |
| KC SERVICE |
| KLA LABORATORIES INC |
| KLEMP ELECTRIC MACHINERY CO |
| LAN-TEL COMMUNICATION SERVICES |
| LYNCH ELECTRICAL INC |
| MARK ONE ELECT CO INC |
| MAX ELECTRIC INC |
| MERRILL INDUSTRIAL ELECTRIC CO |
| MEYER ELEC CO INC |
| MISSOURI ELECTRIC INC |
| NORTH KANSAS CITY ELECTRIC CO |
| P1 GROUP INC |
| PAYNECREST ELECTRIC INC |
| PINNACLE ELECTRIC |
| PNEUMATIC SYSTEMS INSTALL INC |
| PRO ELECTRIC LC |
| PROGRESSIVE ELECTRONICS |
| R L YATES ELECTR CONSTR |
| R L YATES ELECTRIC CONSTR ARMA |
| RIVER ELECTRIC NON BARGAINING |
| RIVER WORKS ELECTRIC INC |
| RS ELECTRIC CORPORATION |
| SCHNEIDER ELECTRIC OF JEFFERSO |
| SHAW ELECTRIC COMPANY |
| SHELLEY ELECTRIC INC |
| STACO ELECTRIC CO |
| SUPERIOR ELECTRICAL CONST |
| TRI-CITY COMPANY OF IOWA |
| VAZQUEZ COMMERCIAL CONTRACTING |
| WALDINGER CORP APP REPAIR |
| WALDINGER ELECTRIC |
| WHAT EVER IT TAKES ELECTRICAL |
| YATES ELECTRIC CO 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 |