2021-07-15T15:46:30-05:00 2020-08-31 430765316 RUBINBROWN LLP 1200 MAIN STREET SUITE 1000 KANSAS CITY MO 64105 990 2019-09-01 440569165 INTERNATIONAL BROTHERHOOD OF ELETRL WORKERS HLTH & WLFR FND LOCAL 124 INTE 8169430277 305 E 103RD TERRACE KANSAS CITY MO 64114 JOHN FENNESYKENNETH BORDEN TRUSTEES 8169430277 2021-07-14 1 SUZANNE B KIMBROUGH P01320005 8164721122 2019 2022-09-23 18:48:47Z JOHN FENNESY 305 E 103RD TERRACE KANSAS CITY MO 64114 55085978 0 X N/A X 1952 MO SEE SCHEDULE O 6 6 0 6 0 0 0 0 39375306 41480436 1112461 1251092 982548 587117 41470315 43318645 0 0 37039088 35992543 0 0 0 0 0 2560900 2681685 39599988 38674228 1870327 4644417 45395000 51735206 20804884 333925 24590116 51401281 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 692 0 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 JOHN FENNESSY CHAIRMAN, TRUSTEE 2.00 X X 0 124368 37468 RUDY CHAVEZ TRUSTEE 1.00 X 0 106600 37468 GREGORY P CIANCIOLO TRUSTEE 1.00 X 0 10580 4158 KENNETH C BORDEN SECRETARY, TRUSTEE 2.00 X X 0 241865 10200 DONALD G LAFFOON TRUSTEE 1.00 X 0 0 0 MICHAEL QUARLES TRUSTEE 1.00 X 0 0 0 0 483413 89294 0 0 1 0 BLUE CROSS BLUE SHIELD PO BOX 219454 KANSAS CITY MO 64121 ADMINISTRATIVE SERVICES 1019398 CHEIRON PO BOX 37117 BALTIMORE MD 21297 ACTUARIAL SERVICES 142822 ARNOLD NEWBOLD SOLLARS AND HOLLINS 1100 MAIN STREET KANSAS CITY MO 64105 LEGAL SERVICES 113922 3 EMPLOYER CONTR. 900099 38434846 38434846 PARTICIPANT CONTR. 900099 3045590 3045590 41480436 1173736 1173736 11844689 11767333 77356 77356 77356 REBATE INCOME 812900 586764 586764 LITIGATION PROCEEDS 900099 353 353 587117 43318645 42067553 0 1251092 35992543 151622 54670 67718 914096 67773 62642 836 22195 HEALTH PROVIDER FEES 1114097 DATA PROCESSING 127884 BANK CHARGES 21635 POSTAGE 18173 58344 38674228 166963 151666 3471065 2248807 3947688 3878974 29972 5379 327301 327301 0 0 33702460 41151626 3773777 3989417 303075 309337 45395000 51735206 504843 259561 671 20300041 73693 20804884 333925 X 0 0 0 0 24590116 51401281 24590116 51401281 45395000 51735206 X 4644417 2012748 20154000 X 0 1 X 1 0 327301 327301 0 0 U.S. REAL ESTATE INVESTMENT FUND, LLC 3989417 F 3989417 RECIPROCAL TRANSFERS 73693 73693 45331393 2012748 2012748 43318645 0 43318645 38674228 0 38674228 0 38674228 0 0 0 JOHN FENNESSY CHAIRMAN, TRUSTEE 0 124368 0 0 0 0 0 17056 0 20412 0 161836 0 0 KENNETH C BORDEN SECRETARY, TRUSTEE 0 241865 0 0 0 0 0 0 0 10200 0 252065 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 671 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 369 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 2875 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 26 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 1570 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 150 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 51 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 292 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 46 0 0 0 6050 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. 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 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 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 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0