INTERNATIONAL BRTHOOD OF ELECTRICAL WORKERS WELFARE FUND LOCAL 728: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL BRTHOOD OF ELECTRICAL WORKERS WELFARE FUND LOCAL 728 (EIN 59-6134297)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-23
- IRS object ID
- 202001759349300645
- Schema version
- 2019v5.1
- 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 | 2020-06-23T13:41:13-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320043599 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACY PROFESSIONALS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 WESTBROOK CORPORATE CTR 700 | AddressLine1Txt |
| City | WESTCHESTER | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596134297 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL BRTHOOD OF ELECTRICAL | BusinessNameLine1Txt |
| Business Name Line2 | WORKERS WELFARE FUND LOCAL 728 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 9542666322 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2010 NW 150TH AVENUE NO 100 | AddressLine1Txt |
| City | PEMBROKE PINES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ZAC CASSIDY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9542666322 | PhoneNum |
| Signature | 2020-06-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREG WALLENBECKER | PreparerPersonNm |
| PTIN | P01451145 | PTIN |
| Phone | 3123680500 | PhoneNum |
| Preparation | 2020-06-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.235.239.120 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-23 | IPDt |
| IP Tm | 13:41:10 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 013BD4BEA457AB31DE8385915B9401809CC4B7ED | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ZAC CASSIDY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2010 NW 150TH AVENUE NO 100 | AddressLine1Txt |
| City | PEMBROKE PINES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,678,375 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1976 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE HEALTH BENEFITS | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | 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 | $9,404,538 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,396,313 | CYProgramServiceRevenueAmt |
| PY Investment Income | $66,348 | PYInvestmentIncomeAmt |
| CY Investment Income | $170,097 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $9,470,886 | PYTotalRevenueAmt |
| CY Total Revenue | $10,566,410 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $9,777,819 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $11,825,458 | 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 | $382,001 | PYOtherExpensesAmt |
| CY Other Expenses | $376,684 | CYOtherExpensesAmt |
| PY Total Expenses | $10,159,820 | PYTotalExpensesAmt |
| CY Total Expenses | $12,202,142 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$688,934 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,635,732 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,489,519 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,931,328 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $36,845 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $71,475 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,452,674 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,859,853 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE HEALTH BENEFITS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS IN ACCORDANCE WITH THE PLAN DOCUMENT. | 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 | 0 | 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 | 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 | 5 | 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 |
| 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 | 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 | 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 | NATIONAL EMPLOYEE BENEFITS ADMINISTRATORS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9542666322 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2010 NW 150TH AVENUE SUITE 100 | AddressLine1Txt |
| City | PEMBROKE PINES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33028 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ZAC CASSIDY | ||||||
| CHAIRMAN | 1.00 | 40.00 | Yes (X) | $0 | $103,794 | $31,241 |
| ROGER MOORE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $3,000 | $0 | |
| JAMES BOYLAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM BARROW | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JUSTIN MCINTOSH | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $99,364 | $30,197 |
| JONATHAN BORDEN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES STUBBLEFIELD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICK SHAWBELL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CARL TIRONE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF MEDRIM | ||||||
| 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 | $206,158 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $61,438 | 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 |
|---|---|---|---|---|---|
| CIGNA | |||||
| 900 COTTAGE GROVE ROAD | BLOOMFIELD | CT | 06152 | MEDICAL PROVIDER | $326,281 |
| NATIONAL EMPLOYEE BENEFITS ADMINISTRATOR | |||||
| 2010 NW 105TH AVENUE SUITE 100 | PEMBROKE PINES | FL | 33028 | THIRD PARTY ADMINISTRATOR | $128,506 |
| 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 | $10,253,441 | $10,253,441 |
| PARTICIPANT CONTRIBUTIONS | 900099 | $142,872 | $142,872 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,396,313 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,679 | TotalRevenueColumnAmt |
| Exclusion | $49,679 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,232,383 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,111,965 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $120,418 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $120,418 | TotalRevenueColumnAmt |
| Exclusion | $120,418 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,566,410 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,396,313 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $170,097 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,825,458 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,506 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,442 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,233 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,178 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,428 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,952 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,502 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $789 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| FEES MANDATED BY ACA | $4,253 |
| RECIPROCAL TRANSFER FEE | $2,400 |
| BANK FEES | $1,882 |
| MISCELLANEOUS | $119 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,202,142 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $706,606 | BOYAmt |
| EOY | $1,145,075 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,909 | BOYAmt |
| EOY | $7,588 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,415,983 | BOYAmt |
| EOY | $1,596,489 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $567 | BOYAmt |
| EOY | $540 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,322,454 | BOYAmt |
| EOY | $1,181,636 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,489,519 | BOYAmt |
| EOY | $3,931,328 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,845 | BOYAmt |
| EOY | $71,475 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,845 | BOYAmt |
| EOY | $71,475 | 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 | $5,452,674 | BOYAmt |
| EOY | $3,859,853 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,452,674 | BOYAmt |
| EOY | $3,859,853 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,489,519 | BOYAmt |
| EOY | $3,931,328 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,635,732 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $42,911 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,597,143 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $42,911 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $42,911 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,554,232 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $12,178 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $12,178 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,566,410 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,189,964 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,189,964 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $12,178 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $12,178 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,202,142 | 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 THE PLAN TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE BOARD OF TRUSTEES HAS DELEGATED THE DAY TO DAY ADMINISTRATIVE DUTIES TO NATIONAL EMPLOYEE BENEFITS ADMINISTRATORS, INC. AS THE THIRD PARTY ADMINISTRATOR OF THE FUND. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PROVIDED, REVIEWED AND APPROVED BY THE ENTIRE BOARD OF TRUSTEES PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FUND MAINTAINS A CONFLICT OF INTEREST POLICY. THE TRUSTEES MONITOR AND ENFORCE THE FUND'S COMPLIANCE WITH ASSISTANCE FROM THE FUND'S PROFESSIONALS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
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 |
|---|---|---|---|---|---|---|---|---|
| IBEW LOCAL UNION 728 ANNUITY FUND | ||||||||
| 2010 NW 150TH AVE SUITE 100 | PEMBROKE PINES | FL | 33028 | 592794330 | PROVIDE PENSION BENEFITS | FL | 401(A) | 0 |
| IBEW LOCAL UNION 728 PENSION FUND | ||||||||
| 2010 NW 150TH AVE SUITE 100 | PEMBROKE PINES | FL | 33028 | 596510428 | PROVIDE PENSION BENEFITS | FL | 401(A) | 0 |
| IBEW LOCAL 728 UNION | ||||||||
| CONTRIBUTING EMPLOYER | N/A | 0 | ||||||
| FLORIDA E COAST JATC | ||||||||
| CONTRIBUTING EMPLOYER | N/A | 0 | ||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (48 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|
| A AND W ELECTRIC | |
| CONTRIBUTING EMPLOYER | 0 |
| ACRES ELECTRIC CORP INC | |
| CONTRIBUTING EMPLOYER | 0 |
| AUSTEN ELECTRIC INC | |
| CONTRIBUTING EMPLOYER | 0 |
| CASTILLO ELECTRIC | |
| CONTRIBUTING EMPLOYER | 0 |
| COUNTY WIDE ELECTRIC | |
| CONTRIBUTING EMPLOYER | 0 |
| DUNNING ELECTRICAL SERVIC | |
| CONTRIBUTING EMPLOYER | 0 |
| DURHAM ELECTRIC | |
| CONTRIBUTING EMPLOYER | 0 |
| DYNALECTRIC CO | |
| CONTRIBUTING EMPLOYER | 0 |
| EDD HELMS ELECTRIC | |
| CONTRIBUTING EMPLOYER | 0 |
| EDLEN ELEC EXHIB | |
| CONTRIBUTING EMPLOYER | 0 |
| EEC LABOR | |
| CONTRIBUTING EMPLOYER | 0 |
| ELECTRICAL AND LIGHTING | |
| CONTRIBUTING EMPLOYER | 0 |
| ELECTRICAL BUILDERS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| ELECTRO DESIGN ENGIN INC | |
| CONTRIBUTING EMPLOYER | 0 |
| ELITE PWR SOLUTIONS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| ENERGY EFFECIENT ELECTRIC | |
| CONTRIBUTING EMPLOYER | 0 |
| E-TECH ELECTRIC INC | |
| CONTRIBUTING EMPLOYER | 0 |
| FISK ELECTRIC | |
| CONTRIBUTING EMPLOYER | 0 |
| GREEN ELECTRIC | |
| CONTRIBUTING EMPLOYER | 0 |
| INDUST ELEC & CONTROL LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| INDUST ELEC TESTING INC | |
| CONTRIBUTING EMPLOYER | 0 |
| ION ELECTRIC LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| LECTRA-FAST ELEC SERVICES | |
| CONTRIBUTING EMPLOYER | 0 |
| LIGHTING MANAGEMENT | |
| CONTRIBUTING EMPLOYER | 0 |
| LIGHTNING ELECTRIC INC | |
| CONTRIBUTING EMPLOYER | 0 |
| LNJ ELECTRIC LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| MAIN-GUY ELECTRIC | |
| CONTRIBUTING EMPLOYER | 0 |
| MALONE ELEC SOLUTIONS LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| MILLER ELECT COMPANY | |
| CONTRIBUTING EMPLOYER | 0 |
| MILLS ELEC SERVICE INC | |
| CONTRIBUTING EMPLOYER | 0 |
| NPS DAY AND ZIMMERMAN | |
| CONTRIBUTING EMPLOYER | 0 |
| BHI ENERGY SPEC SERVICES | |
| CONTRIBUTING EMPLOYER | 0 |
| PRUITT INDUSTRIAL | |
| CONTRIBUTING EMPLOYER | 0 |
| QUINN ELECTRIC | |
| CONTRIBUTING EMPLOYER | 0 |
| RUSSELL THOMAS ELECTRICAL | |
| CONTRIBUTING EMPLOYER | 0 |
| SOUTH ATLANTIC ELECTRIC | |
| CONTRIBUTING EMPLOYER | 0 |
| BILLITIER ELECTRIC INC | |
| CONTRIBUTING EMPLOYER | 0 |
| CURRY CONTROLS COMPANY | |
| CONTRIBUTING EMPLOYER | 0 |
| TIRONE ELECTRIC | |
| CONTRIBUTING EMPLOYER | 0 |
| TRI-CITY ELECTRIC CO INC | |
| CONTRIBUTING EMPLOYER | 0 |
| UNION TEMPORARY SERV INC | |
| CONTRIBUTING EMPLOYER | 0 |
| UNIVERSAL ELEC SERVICE | |
| CONTRIBUTING EMPLOYER | 0 |
| UNLIMITED ELECTRIC | |
| CONTRIBUTING EMPLOYER | 0 |
| VACCATO ELECTRIC INC | |
| CONTRIBUTING EMPLOYER | 0 |
| ELECTRICOMM INC | |
| CONTRIBUTING EMPLOYER | 0 |
| WINTER HAVEN ELECTRIC | |
| CONTRIBUTING EMPLOYER | 0 |
| MIDSTATES ENERGY CO LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| RAM ELECTRIC COMPANY | |
| CONTRIBUTING EMPLOYER | 0 |
| 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 | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |