INTERNATIONAL BROTHERHOOD OF ELETRL WORKERS HLTH & WLFR FND LOCAL 124: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL BROTHERHOOD OF ELETRL WORKERS HLTH & WLFR FND LOCAL 124 (EIN 44-0569165)
- Tax period
- 2016-09-01 to 2017-08-31
- Filed
- 2018-06-13
- IRS object ID
- 201831649349300773
- Schema version
- 2016v3.0
- 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 | 2018-06-13T13:13:10-05:00 | ReturnTs |
| Tax Period End | 2017-08-31 | 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 | 2016-09-01 | 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 | KENNETH BORDENJOHN FENNESY | PersonNm |
| Person Title | TRUSTEES | PersonTitleTxt |
| Phone | 8169430277 | PhoneNum |
| Signature | 2018-06-13 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.216.16.122 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-06-13 | IPDt |
| IP Tm | 12:12:16 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B7C670ECD1F075128E6EB269AC02CF33DAEB1094 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KENNETH BORDEN | 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 | $54,756,781 | 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 | $34,815,292 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $40,602,748 | CYProgramServiceRevenueAmt |
| PY Investment Income | $995,400 | PYInvestmentIncomeAmt |
| CY Investment Income | $563,855 | CYInvestmentIncomeAmt |
| PY Other Revenue | $38,628 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $35,849,320 | PYTotalRevenueAmt |
| CY Total Revenue | $41,166,603 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $33,921,370 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $34,946,335 | 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 | $2,659,300 | PYOtherExpensesAmt |
| CY Other Expenses | $2,535,585 | CYOtherExpensesAmt |
| PY Total Expenses | $36,580,670 | PYTotalExpensesAmt |
| CY Total Expenses | $37,481,920 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$731,350 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,684,683 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $38,933,574 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,687,414 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $19,692,883 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,007,718 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,240,691 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $23,679,696 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 703 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| 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 | BILL BARBIERI | 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 |
| 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 |
|---|---|---|---|---|---|---|
| TERRAL S AKINS | ||||||
| CHAIRMAN, TRUSTEE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RUDY Chavez | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GREGORY P CIANCIOLO | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KENNETH C BORDEN | ||||||
| SECRETARY, TRUSTEE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| 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 | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | 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 (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | |||||
| PO BOX 419169 | KANSAS CITY | MO | 64108 | ADMINISTRATIVE SERVICES | $772,120 |
| CHEIRON | |||||
| PO BOX 37117 | BALTIMORE | MD | 21297 | ACTUARIAL SERVICES | $189,186 |
| ASSET HEALTH | |||||
| 2250 BUTTERFIELD DRIVE SUITE 100 | TROY | MI | 48084 | HEALTH CONSULTING | $100,779 |
| 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 | $37,793,038 | $37,793,038 |
| PARTICIPANT CONTR. | 900099 | $2,809,710 | $2,809,710 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $40,602,748 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $684,077 | TotalRevenueColumnAmt |
| Exclusion | $684,077 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,469,956 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,590,178 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$120,222 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$120,222 | TotalRevenueColumnAmt |
| Exclusion | -$120,222 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,166,603 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40,602,748 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $563,855 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,946,335 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,006 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,888 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,451 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $913,683 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,728 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,027 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,182 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| HEALTH PROVIDER FEES | $1,120,809 |
| DATA PROCESSING | $130,785 |
| POSTAGE | $33,466 |
| BANK CHARGES | $21,395 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,165 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,481,920 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,576 | BOYAmt |
| EOY | $54,276 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,265,500 | BOYAmt |
| EOY | $7,043,864 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,056,129 | BOYAmt |
| EOY | $3,434,733 | 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 | $32,499,013 | BOYAmt |
| EOY | $30,834,371 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,146,417 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,356 | BOYAmt |
| EOY | $173,753 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,933,574 | BOYAmt |
| EOY | $44,687,414 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,815 | BOYAmt |
| EOY | $265,726 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,462,068 | BOYAmt |
| EOY | $20,741,992 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,692,883 | BOYAmt |
| EOY | $21,007,718 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
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 | $19,240,691 | BOYAmt |
| EOY | $23,679,696 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,240,691 | BOYAmt |
| EOY | $23,679,696 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,933,574 | BOYAmt |
| EOY | $44,687,414 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,684,683 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $754,322 | 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
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 | $3,146,417 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,146,417 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Benefit Obligations | $20,690,411 |
| RECIPROCAL TRANSFERS | $51,581 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $20,741,992 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $41,920,925 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $754,322 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $754,322 | RevenueNotReportedAmt |
| Revenue Subtotal | $41,166,603 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $41,166,603 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $37,481,920 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $37,481,920 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $37,481,920 | TotalExpensesPerForm990Amt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 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 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 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 KC CHAPTER NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION | ||||||||
| 305 E 103RD TERRACE | KANSAS CITY | MO | 64114 | 436577830 | EMPLOYEE BENEFITS | MO | 501(c)(5) | 0 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (15 entries)
| PARSONS ELECTRIC LLC |
| ARC ELECTRIC LLC |
| O'NEAL INDUSTRIAL ELECTRIC LLC |
| DPS LLC |
| RIVER ELECTRIC LLC |
| ATLAS ELECTRIC LLC |
| JDW ELECTRIC LLC |
| ASB CONTROLS LLC |
| SPARKS ELECTRIC COMPANY LLC |
| ENCON SERVICES LLC |
| LC SOLUTIONS LLC |
| Cover Electric LLC |
| VAZQUEZ COMM CONTR LLC OFFICE |
| TSI GROUP LLC |
| Trusted Electric LLC |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (163 entries)
| MARK ONE ELECT CO INC |
| ELEC CORP OF AMERICA |
| CAPITAL ELECTRIC COINC |
| R F FISHER ELECT |
| SHAW ELECTRIC COMPANY |
| STACO ELECTRIC CO |
| RS ELECTRIC CORPORATION |
| HEARTLAND ELEC CORP |
| CITADEL ELEC GROUP INC |
| PRO ELECTRIC LC |
| PROGRESSIVE ELECTRONICS |
| P1 GROUP INC |
| SUPERIOR ELECTRIC CONST |
| R L YATES ELECTR CONSTR |
| INFINITE ENERGY CONST INC |
| CLAYCO ELECTRIC COMPANY |
| INFINITE ENERGY CONST INC |
| CITYWIDE ELECTRIC INC |
| NORTH KANSAS CITY ELECTRIC CO |
| ALPHA ENERGY & ELECTRIC INC |
| AMERICAN LEGACY CONST GROUP |
| BLACK & MCDONALD |
| ELECTRICAL CORP OF AMERICA |
| EMPIRE ELECTRIC SERVICES |
| LU 124 |
| RF FISHER ELECT OFFICE INSURAN |
| DECKER ELECTRIC |
| ENERFAB INC |
| DATA LINK INC |
| PROGRESSIVE ELECTRONICS |
| WHATEVER IT TAKES ELECTRICAL C |
| CONTROL SERVICE CO INC |
| SHAW ELECTRIC COMPANY |
| LAN-TEL dba Universal Security |
| INDEPENDENT ELECTRIC MACHINERY |
| ELECTRICAL JOINT APPRN & |
| ENERGIZE ELECTRONICS INC |
| MAX ELECTRIC INC |
| CI3 INTEGRATORS |
| UNIVERSAL TECHNOLOGIES |
| PRO ELECTRIC LC |
| IBEW NECA BENEFIT CENTER INC |
| LU 347 |
| LYNCH ELECTRICAL INC |
| HEARTLAND ELECTRICAL CORP |
| GREEN WAVE TECHNOLOGY INC |
| ALL CURRENT ELECTRIC |
| CITADEL ELECTRIC GROUP INC |
| SUPERIOR ELECTRICAL CONST |
| STACO ELECTRIC CO |
| KLEMP ELECTRIC MACHINERY CO |
| MISSOURI ELECTRIC INC |
| CAPITAL ELECTRIC |
| SOSAYA & SONS CONSTRUCTION IN |
| FREEDOM ELECTRIC SERVICES INC |
| CLAYCO ELECTRIC |
| WALDINGER CORP APP REPAIR |
| MEYER ELEC CO INC |
| EMPIRE ELECTRIC SERVICES |
| AMERICAN SECURITY CONTRACTORS |
| BLACK & MCDONALD ELECTRIC ALUM |
| KC SERVICE |
| LU 332 |
| AMERICAN LEGACY CONST GROUP |
| LU 226 |
| RIVER WORKS ELECTRIC INC |
| PRECISION ELEC SYS INC |
| KLA LABORATORIES INC |
| CITYWIDE ELECTRIC INC |
| JACKSON COUNTY ELECTRICIANS |
| NORTH KANSAS CITY ELECTRIC |
| PNEUMATIC SYSTEMS INSTALL INC |
| FREEDOM ELECTRIC PROFESSIONALS |
| DATA LINK |
| SUPERIOR ELECTRIC LU 508 |
| GREEN wAVE TECHNOLOGY INC |
| NECA |
| ENERGIZE ELECTRONICS INC |
| ELECTRICAL JOINT APPRENTICESHI |
| TESSERACT CONSTRUCTION GROUP L |
| LU 545 |
| MERRILL INDUSTRIAL ELECTRIC CO |
| Kansas City Industrial Control |
| MERRILL INDUSTRIAL ELECTRIC CO |
| MASS ELECTRIC CONSTRUCTION CO |
| YATES ELECTRIC CO INC |
| LU 527 |
| DL SMITH ELECTRICAL CONST |
| MAX ELECTRIC INC |
| KC MO ELECTRIC |
| DMR SERVICES INC |
| PRECISION ELECTRICAL SYS INC |
| KIEWIT INDUSTRIAL CO |
| MCELROY ELECTRIC INC |
| LU 022 |
| LU 271 |
| LU 479 |
| WHAT EVER IT TAKES ELECTRICAL |
| O'NEAL INDUSTRIAL ELECTRIC |
| KIEWIT POWER CONST NON-BARGAIN |
| J VANGEL ELECTRIC INC |
| B&B ELECTRICAL CONTRACTORS |
| AC CONTROLS MFG CO |
| LU 026 |
| LU 309 |
| LU 584 |
| LU 649 |
| LU 401 |
| TRI-CITY COMPANY OF IOWA |
| AMERICAN SECURITY CONTRACTORS |
| RIVER ELECTRIC NON BARGAINING |
| KLEMP ELECTRIC MACHINERY CO |
| HUNT ELECTRIC CORPORATION |
| CONTROL ELECTRIC INC |
| WALDINGER ELECTRIC |
| KC SERVICE |
| ELEC CONSTR & SERVINC |
| LU 640 |
| LU 008 |
| LU 350 |
| LU 302 |
| LU 661 |
| CONNECT ELECTRIC COMPANY INC |
| ARNWINE ELECTRIC CO |
| LU 058 |
| UNIVERSAL TECHNOLOGIES |
| SHELLEY ELECTRIC INC |
| LU 231 |
| LU 016 |
| LU 531 |
| LU 46 |
| LU 532 |
| LU 369 |
| LU 288 |
| LU 130 |
| LU 676 |
| LU 110 |
| COVER ELECTRIC |
| LU 354 |
| JF ELECTRIC |
| LU 082 |
| LU 301 |
| LU 175 |
| LU 257 |
| LU 002 |
| LU 816 |
| DAYSPRING ELECTRIC |
| LU 388 |
| SMC ELECTRIC |
| LU 1 |
| R L YATES ELECTRIC CONSTR ARMA |
| NATIONAL CONDUCTOR |
| LU 96 |
| LU 617 |
| STATE GRP INDUSTRIAL(USA)LTD |
| SCHNEIDER ELECTRIC OF JEFFERSO |
| LU 648 |
| LU #415 EIGHT DIST ELEC BEN FD |
| LU 305 |
| LU 520 |
| LU 292 |
| LU 102 |
| MURRAY ELECTRICAL CONSTRUCTION |
| 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 |