IBEW NECA HEALTH AND WELFARE FUND: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- IBEW NECA HEALTH AND WELFARE FUND (EIN 47-0462667)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-14
- IRS object ID
- 201902879349300640
- Schema version
- 2018v3.1
- 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 | 2019-10-14T11:01:31-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470836395 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBOER & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17330 WRIGHT ST STE 100 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 681302157 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470462667 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IBEW LOCAL UNION NO 22NECA | BusinessNameLine1Txt |
| Business Name Line2 | HEALTH & WELFARE FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IBEW | BusinessNameControlTxt |
| Phone | 4025923753 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8960 L STREET SUITE 101 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 681271406 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN MCMAHON | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 4025923753 | PhoneNum |
| Signature | 2019-09-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRIS WASSENAAR | PreparerPersonNm |
| PTIN | P01288892 | PTIN |
| Phone | 4023335200 | PhoneNum |
| Preparation | 2019-10-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.15.225.20 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-14 | IPDt |
| IP Tm | 11:01:31 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 087BDDC54999990ABCC3AF4C023C77D0BD852C61 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2F5B01E9900AA07D0F919455212071A0C8B8E81F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN MCMAHON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8960 L STREET SUITE 101 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 681271406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $60,605,628 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.22BENEFITS.COM | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | HEALTH PLAN | OtherOrganizationDsc |
| Formation | 1960 | FormationYr |
| Legal Domicile State | NE | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE HEALTH & WELFARE BENEFITS FOR MEMBERS OF THE PLAN. THE PLAN IS A COLLECTIVELY BARGAINED, MULTIEMPLOYER PLAN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 52 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $20,684,466 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $26,952,143 | CYProgramServiceRevenueAmt |
| PY Investment Income | $684,429 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,013,355 | CYInvestmentIncomeAmt |
| CY Other Revenue | $121,379 | CYOtherRevenueAmt |
| PY Total Revenue | $21,368,895 | PYTotalRevenueAmt |
| CY Total Revenue | $28,086,877 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $17,245,060 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $25,304,133 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,359,952 | PYOtherExpensesAmt |
| CY Other Expenses | $656,818 | CYOtherExpensesAmt |
| PY Total Expenses | $18,605,012 | PYTotalExpensesAmt |
| CY Total Expenses | $25,960,951 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,763,883 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,125,926 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $25,790,634 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,707,358 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $14,031,200 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,116,148 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,759,434 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,591,210 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE HEALTH & WELFARE BENEFITS FOR MEMBERS OF THE PLAN. THE PLAN IS A COLLECTIVELY BARGAINED, MULTIEMPLOYER PLAN. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | THE HEALTH & WELFARE FUND PROVIDES HOSPITAL AND MEDICAL BENEFITS AS WELL AS PRESCRIPTIONS TO 1774 COVERED MEMBERS AND THEIR DEPENDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE HEALTH & WELFARE FUND PROVIDES SHORT TERM DISABILITY BENEFITS FOR ACTIVE PARTICIPANTS WHO ARE INJURED OR SICK. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE HEALTH & WELFARE FUND PROVIDES A DEATH BENEFIT FOR ACTIVE PARTICIPANTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 52 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | 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 | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ZENITH AMERICAN SOLUTIONS | PersonNm |
| Phone | 4025923753 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8960 L ST SUITE 101 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 681271406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|---|
| JOHN MCMAHON | ||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BARRY MAYFIELD | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TOM FALCON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAY IGNOWSKI | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALLAN HALE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE MAYFIELD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENESYS INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8960 L STREET | AddressLine1Txt |
| Address Line2 | SUITE 101 | AddressLine2Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | TPA | ServicesDesc |
| Compensation | $380,965 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HEALTH PLAN CONTRIBUTIONS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $26,952,143 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,952,143 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $26,952,143 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $612,132 | TotalRevenueColumnAmt |
| Exclusion | $612,132 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,919,974 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,518,751 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $401,223 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $401,223 | TotalRevenueColumnAmt |
| Exclusion | $401,223 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| SUBROGATION INCOME | $120,228 | $120,228 |
| INTEREST AND LIQUIDATED DAMAG | $1,151 | $1,151 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $121,379 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,086,877 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $27,073,522 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,013,355 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,304,133 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $380,965 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,539 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,016 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,337 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,900 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,924 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,200 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,671 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,072 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| BANK FEES | $8,844 |
| DUES | $350 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,960,951 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $340,227 | BOYAmt |
| EOY | $2,010,258 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,137,073 | BOYAmt |
| EOY | $4,033,038 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,955 | BOYAmt |
| EOY | $73,160 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,485 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,485 | LandBldgEquipAccumDeprecAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,189,377 | BOYAmt |
| EOY | $26,536,128 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,002 | BOYAmt |
| EOY | $54,774 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,790,634 | BOYAmt |
| EOY | $32,707,358 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $652,780 | BOYAmt |
| EOY | $2,024,013 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,378,420 | BOYAmt |
| EOY | $18,092,135 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,031,200 | BOYAmt |
| EOY | $20,116,148 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,759,434 | BOYAmt |
| EOY | $12,591,210 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,759,434 | BOYAmt |
| EOY | $12,591,210 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,790,634 | BOYAmt |
| EOY | $32,707,358 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,125,926 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,294,150 | NetUnrlzdGainsLossesInvstAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 | false | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,485 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,485 | DepreciationAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCUM. ELIGIBILITY LIABILITY | $10,260,000 |
| HRA ACCOUNT LIABILITY | $4,232,878 |
| CLAIMS INCURRED NOT REPTD | $2,300,000 |
| CLAIMS PAYABLE | $497,836 |
| DUE TO IBEW 22/NECA PLAN B | $338,131 |
| DUE TO IBEW 22/NECA PLAN A | $314,121 |
| UNALLOCATED EMPLOYER DEPOSITS | $149,169 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $18,092,135 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $26,770,390 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,294,150 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$1,294,150 | RevenueNotReportedAmt |
| Revenue Subtotal | $28,064,540 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $22,337 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $22,337 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $28,086,877 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $25,938,614 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $25,938,614 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $22,337 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $22,337 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $25,960,951 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 3, PART X | FormAndLineReferenceDesc |
| Explanation | THE PLAN HAS ADOPTED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD. MANAGEMENT OF THE PLAN BELIEVES THAT THE PLAN HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS IN ORDER TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN'S OPEN TAX YEARS FOR THE PRIOR THREE YEARS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 2 | BARRY MAYFIELD STEVE MAYFIELD SECRETARY TRUSTEE SIBLINGS |
| FORM 990, PAGE 6, PART VI, LINE 3 | THE FUND HAS CONTRACTED WITH A THIRD PARTY ADMISTRATOR TO MANAGE THE FUND. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE BOARD OF TRUSTEES ARE GIVEN A COPY OF THE FORM 990 TO REVIEW BEFORE THE RETURN IS FILED. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ONLY TO PLAN PARTICIPANTS AT THE FUND OFFICE. OTHERWISE, NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XII | FORM 990, PART XII, LINE 2C - THE BOARD OF TRUSTEES DO NOT HAVE A SEPARATE AUDIT COMMITTEE BUT THE BOARD OF TRUSTEES DOES ASSUME DIRECT RESPONSIBILITY FOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT AND OVERSIGHT OF THE AUDIT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Business Name Line2DisregardedEntityName/BusinessNameLine2Txt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| IBEW LOCAL UNION NO 22NECA DB PL | ||||||||||
| PENSION A PLAN | 8960 L STREET SUITE 101 | OMAHA | NE | 68127 | 476061061 | PENSION PL | NE | 401 | N/A | false |
| IBEW LOCAL UNION NO 22NECA DC PL | ||||||||||
| PENSION B PLAN | 8960 L STREET SUITE 101 | OMAHA | NE | 68127 | 476061061 | PENSION PL | NE | 401 | N/A | false |
| IBEW LOCAL UNION NO 22NECA LMCC | ||||||||||
| LABOR MANAGEMENT COOPERATION COMM | 8960 L STREET SUITE 100 | OMAHA | NE | 68127 | 470813902 | LMCC | NE | 501C5 | N/A | false |
| IBEW LOCAL UNION NO 22NECA VAC | ||||||||||
| VACATION PLAN | 8960 L STREET SUITE 100 | OMAHA | NE | 68127 | 476021937 | VACATION | NE | 501C9 | N/A | false |
| INTERNATIONAL BROTHERHOOD OF | ||||||||||
| ELECTRICAL WORKERS LOCAL UNION 22 | 8946 L STREET | OMAHA | NE | 68127 | 470149960 | UNION | NE | 501C5 | N/A | false |
| NATIONAL ELECTRICAL CONTRACTORS | ||||||||||
| ASSOCIATION NEBRASKA CHAPTER | 8960 L STREET SUITE 100 | OMAHA | NE | 68127 | 470348242 | ER SPONSOR | NE | 501C6 | N/A | false |
| OMAHA ELECTRICAL JOINT | ||||||||||
| APPRENTICESHIP & TRAINING FUND | 8960 L STREET SUITE 200 | OMAHA | NE | 68127 | 470446551 | EDUCATION | NE | 501C3 | N/A | false |
| LABOR UNITED INC | ||||||||||
| N/A | false | |||||||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)
| Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|
| BOILER CHILLERS SYSTEMS LLC | ||
| N/A | false | false |
| JW SERVICES | ||
| N/A | false | false |
| KURE ASSOCIATES LLC | ||
| N/A | false | false |
| NEW COVENANT CONSULTING LLC | ||
| N/A | false | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (47 entries)
| Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|
| A C ELECTRICAL INC | |
| N/A | false |
| AC LIGHTNING PROTECTION INC | |
| N/A | false |
| ABC ELECTRIC INC | |
| N/A | false |
| ALL SERVICE ELECTRIC INC | |
| N/A | false |
| AMERICAN ENERGY & LIGHTING RESOURCE | |
| N/A | false |
| AUTOMATION & ELECTRONICS INC | |
| N/A | false |
| BAXTER-KENWORTHY ELEC INC | |
| N/A | false |
| BRUCE HOFFMAN ELECTRIC | |
| N/A | false |
| BURNHAM ELECTRICAL SERVICES & TECHN | |
| N/A | false |
| CANON ELECTRIC INC | |
| N/A | false |
| CAPITOL CITY ELECTRIC | |
| N/A | false |
| COMMONWEALTH ELECTRIC CO | |
| N/A | false |
| DAY ELECTRIC SERVICE INC | |
| N/A | false |
| DECKER ELECTRIC INC | |
| N/A | false |
| DOWNS ELECTRIC INC | |
| N/A | false |
| ELECTRIC CO OF OMAHA | |
| N/A | false |
| ELECTRICAL CORP OF AM | |
| N/A | false |
| ELECTRICAL SERVICE GROUP | |
| N/A | false |
| GATCHELL ELECTRIC INC | |
| N/A | false |
| HIGH TECH ELECTRIC INC | |
| N/A | false |
| HIGH VOLTAGE MAIN CORP | |
| N/A | false |
| HILLER ELECTRIC CO | |
| N/A | false |
| HY-ELECTRIC INC | |
| N/A | false |
| JENSEN ELECTRIC SERVICE | |
| N/A | false |
| K ELECTRIC COMPANY INC | |
| N/A | false |
| KAISER ELECTRICAL CONTRACTORS | |
| N/A | false |
| LANGER ELECTRIC COMPANY | |
| N/A | false |
| MIDWEST PREFABRICATION | |
| N/A | false |
| MILLER ELECTRIC COMPANY | |
| N/A | false |
| MONZU ELECTRIC | |
| N/A | false |
| MORTENSEN ELECTRIC CO INC | |
| N/A | false |
| MUNCH ELECTRIC | |
| N/A | false |
| MUSTANG ELECTRIC INC | |
| N/A | false |
| NATIONAL ELECTRIC COMPANY INC | |
| N/A | false |
| NIELSEN ELECTRIC COMPANY | |
| N/A | false |
| OK ELECTRIC CO INC | |
| N/A | false |
| OMAHA ELECTRIC SERVICE INC | |
| N/A | false |
| ORTMEIER TECHNICAL SERVICE INC | |
| N/A | false |
| PARALLEL TECHNOLOGIES | |
| N/A | false |
| POWER TECH | |
| N/A | false |
| RAY-MARTIN | |
| N/A | false |
| ROSENBAUM ELECTRIC INC | |
| N/A | false |
| RS ELECTRIC | |
| N/A | false |
| SACHS ELECTRIC CO | |
| N/A | false |
| STATE GROUP INDUSTRIAL | |
| N/A | false |
| STONE & WEBSTER CONSTRUCTION | |
| N/A | false |
| THOMPSON ELECTRIC OF OMAHA | |
| N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |