2016-06-16T16:22:44-05:00 2015-08-31 430765316 RUBINBROWN LLP 10975 GRANDVIEW DR SUITE 600 OVERLAND PARK KS 66210 990 2014-09-01 440569165 INTERNATIONAL BROTHERHOOD OF ELETRL WORKERS HLTH & WLFR FND LOCAL 124 INTE 8169430277 305 E 103RD TERRACE KANSAS CITY MO 64114 TERRAL S AKINSKENNETH BORDEN TRUSTEES 8169430277 2016-06-16 1 SUZANNE B KIMBROUGH P01320005 9134914144 2014 2016-08-17 19:52:53Z TERRAL AKINS 305 E 103RD TERRACE KANSAS CITY MO 64114 44797927 0 X N/A X 1952 MO SEE SCHEDULE O. 6 6 0 6 0 0 0 0 33417903 32529995 711530 999941 0 0 34129433 33529936 0 0 33125350 35058804 0 0 0 0 0 2342422 2812429 35467772 37871233 -1338339 -4341297 43596972 40513540 19530761 20830147 24066211 19683393 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. 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 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 660 0 1 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 BILL BARBIERI 8169430277 305 E 103RD TERRACE KANSAS CITY MO 64114 X TERRAL S AKINS CHAIRMAN, TRUSTEE 2.00 X X 0 0 0 RUDY CHAVEZ TRUSTEE 1.00 X 0 0 0 GREGORY P CIANCIOLO TRUSTEE 1.00 X 0 0 0 KENNETH C BORDEN SECRETARY, TRUSTEE 2.00 X X 0 0 0 DONALD G LAFFOON TRUSTEE 1.00 X 0 0 0 MICHAEL QUARLES TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 BLUE CROSS BLUE SHIELD 2301 MAIN ST KANSAS CITY MO 64108 ADMINISTRATIVE SERVICES 887455 CHEIRON 200 W MONROE STREET SUITE 1800 CHICAGO IL 60606 ACTUARIAL SERVICES 113898 2 EMPLOYER CONTR. 900099 30171280 30171280 PARTICIPANT CONTR. 900099 2358715 2358715 32529995 1081768 1081768 11186164 11267991 -81827 -81827 -81827 33529936 32529995 0 999941 35058804 75339 76526 67845 910263 15420 55027 4835 21893 HEALTH PROVIDER FEES 1399096 DATA PROCESSING 85641 BANK CHARGES 47508 POSTAGE 17413 35623 37871233 354674 37148 1705865 909732 4010329 3914421 327301 327301 0 0 37440959 35498499 85145 153740 43596972 40513540 151599 280495 19379162 20549652 19530761 20830147 X 0 0 0 0 24066211 19683393 24066211 19683393 43596972 40513540 -4341297 -591521 550000 0 X 0 1 X 1 0 327301 327301 0 0 BENEFIT OBLIGATIONS 20482000 RECIPROCAL TRANSFERS 44052 DUE TO OTHER FUNDS 23600 20549652 X 32938415 -591521 -591521 33529936 0 33529936 37871233 0 37871233 0 37871233 PART X, LINE 2: FIN 48 STATEMENT: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. 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 FEDERAL TAX RETURNS FOR TAX YEARS 2011 AND LATER REMAIN SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. 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 11 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 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 ARC ELECTRIC LLC ASB CONTROLS LLC ATLAS INDUSTRIAL CONTRACTORS LLC ENCON SERVICES LLC INFINITY TECHNOLOGIES LLC JDW ELECTRIC LLC LC SOLUTIONS LLC O'NEAL INDUSTRIAL ELECTRIC LLC PARSONS ELECTRIC LLC PRO ELECTRIC LLC RIVER ELECTRIC LLC SHOX ELEC CONTR & SOLUTIONS LLC SPARKS ELECTRIC COMPANY LLC TESSERACT CONSTRUCTION GROUP LLC AC CONTROLS MFG CO ALL CURRENT ELECTRIC ALPHA ENERGY & ELECTRIC INC AMERICAN LEGACY CONST GROUP ARNWINE ELECTRIC CO BLACK & MCDONALD ELECTRIC CAPITAL ELECTRIC COINC CI3 INTEGRATORS CITADEL ELECTRIC GROUP INC CITYWIDE ELECTRIC INC CLAYCO ELECTRIC COMPANY CONNECT ELECTRIC COMPANY INC CONTI ELECTRIC INC CONTROL ELECTRIC INC CONTROL SERVICE CO INC DL SMITH ELECTRICAL CONST DATA LINK INC DAYSPRING ELECTRIC DECKER ELECTRIC DMR SERVICES INC ELEC CONSTR & SERVINC ELEC WORKERS HEALTH & WELFARE ELECTRICAL CORP OF AMERICA ELECTRICAL JOINT APPRN & ELECTRICAL SYS INSTALLATIONS EMPIRE ELECTRIC SERVICES ENERFAB ELECTRIC INC ENERGIZE ELECTRONICS INC FREEDOM ELECTRIC SERVICES INC GREEN WAVE TECHNOLOGY INC GSI NETWORKS & SECURITY HEARTLAND ELECTRICAL CORP HUNT ELECTRIC CORPORATION IBEW-NECA BENEFIT CTR INC INDEPENDENT ELECTRIC MACHINERY INFINITE ENERGY CONST INC INSIGHT MECHANICAL CONTRACTORS J GIVOO CONSULTANTS J VANGEL ELECTRIC INC JACKSON COUNTY ELECTRICIANS JF ELECTRIC KC SERVICE KIEWIT INDUSTRIAL CO KLA LABORATORIES INC KLEMP ELECTRIC MACHINERY CO LAN-TEL COMMUNICATIONS LYNCH ELECTRICAL INC MARK ONE ELECT CO INC MASS ELECTRIC CONSTRUCTION CO MAX ELECTRIC INC MEAR SERVICES INC MERRILL INDUSTRIAL ELECTRIC CO MEYER ELEC CO INC MURRAY ELECTRICAL CONSTRUCTION NORTH KANSAS CITY ELECTRIC CO P1 GROUP INC PAYNECREST ELECTRIC INC PNEUMATIC SYSTEMS INSTALL INC PRECISION ELECTRICAL SYS INC PROGRESSIVE ELECTRONICS R F FISHER ELECT R L YATES ELECTRIC CONSTR RS ELECTRIC CORPORATION REYNOLDS ELECTRIC INC RF FISHER ELECT OFFICE INSURAN RIVER WORKS ELECTRIC INC SCHNEIDER ELECTRIC OF ST LOUIS SHAW ELECTRIC COMPANY SHELLEY ELECTRIC INC SOSAYA & SONS CONSTRUCTION IN SOUTHERN ELEC HLTH FUND STACO ELECTRIC CO STATE GRP INDUSTRIAL(USA)LTD STERLING BOILER & MECHANICAL I SUPERIOR ELECTRICAL CONST TELECOM TECHNICIANS INC TRI-CITY COMPANY OF IOWA UNIVERSAL TECHNOLOGIES VOLT ELECTRICINC WALDINGER CORP APP REPAIR WALDINGER ELECTRIC WHATEVER IT TAKES ELECTRICAL C WIREMAN 309 WISCONSIN ELECTRICAL EMPLOYEES YATES ELECTRIC CO INC 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0