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IBEW LOCAL 915 HEALTH AND WELFARE FUND: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
IBEW LOCAL 915 HEALTH AND WELFARE FUND (EIN 59-6169977)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-07
IRS object ID
201502199349301800
Schema version
2014v5.0
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

FieldValueIRS element (for citing)
Return2015-08-07T20:12:24-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN650140643PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STEVEN D EISENBERG CPA PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line113790 NW 4 STREET 100AddressLine1Txt
CitySUNRISECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33325ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN596169977EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INTERNATIONAL BROTHERHOOD OF ELECTRICALBusinessNameLine1Txt
Business Name Line2WORKERS LOCAL 915 WELFARE FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlINTEBusinessNameControlTxt
Phone6158590131PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 1449AddressLine1Txt
CityGoodlettsvilleCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37070ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRANDALL KINGPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone6158590131PhoneNum
Signature2015-07-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN D EISENBERGPreparerPersonNm
PTINP00175252PTIN
Phone9548469490PhoneNum
Preparation2015-08-01PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRANDALL KINGPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 1449AddressLine1Txt
CityGoodlettsvilleCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37070ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,382,250GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressNAWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1969FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionTo provide health benefits to its members.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$4,940,889PYProgramServiceRevenueAmt
CY Program Service Revenue$5,031,189CYProgramServiceRevenueAmt
PY Investment Income$320,789PYInvestmentIncomeAmt
CY Investment Income$351,061CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$5,261,678PYTotalRevenueAmt
CY Total Revenue$5,382,250CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$4,715,326PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$5,036,497CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$584,961PYOtherExpensesAmt
CY Other Expenses$806,321CYOtherExpensesAmt
PY Total Expenses$5,300,287PYTotalExpensesAmt
CY Total Expenses$5,842,818CYTotalExpensesAmt
PY Revenues Less Expenses-$38,609PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$460,568CYRevenuesLessExpensesAmt
Total Assets BOY$11,474,360TotalAssetsBOYAmt
Total Assets EOY$11,269,771TotalAssetsEOYAmt
Total Liabilities BOY$60,756TotalLiabilitiesBOYAmt
Total Liabilities EOY$68,304TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$11,413,604NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$11,201,467NetAssetsOrFundBalancesEOYAmt
MissionThe Organization mission to is provide health benefits to eligible participantsMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescHEALTH BENEFIT COVERAGE PROVIDED ON BEHALF OF ELIGLIBLE MEMBERS OF LOCAL # 915Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOUTHERN BENEFIT ADMINISTRATORS INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6158590131PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1449AddressLine1Txt
CityGOODLETTSVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37070ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
RANDALL KNIG
CHAIRMAN10.00Yes (X)$0$0$0
FRANK CARPENTER
CHAIRMAN (PAST)10.00Yes (X)$0$0$0
TOM BEDWELL
TRUSTEE10.00Yes (X)$0$0$0
ROBERT COPPERSMITH
TRUSTEE10.00Yes (X)$0$0$0
LEON WARD
TRUSTEE10.00Yes (X)$0$0$0
VANCE ANDERSON
TRUSTEE10.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CIGNA HEALTH & LIFE INSURANCE CO
900 COTTAGE GROVE ROADBLOOMFIELDCT06002CLAIMS BENEFIT ADMINISTRATION$229,321
SOUTHERN BENEFIT ADMINISTRATORS
PO BOX 1449GOODLETTSVILLETN37070CONTRACT ADMINISTRATION$214,303
HCC LIFE INSURANCE
225 TOWNPARK DRIVE STE 350KENNSAWWGA30144STOP LOSS CARRIER$202,759
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescCONTRIBUTIONSDesc
Business525100BusinessCd
Total Revenue Column$5,031,189TotalRevenueColumnAmt
Related Or Exempt Func Income$5,031,189RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$5,031,189TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$351,061TotalRevenueColumnAmt
Exclusion$351,061ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,382,250TotalRevenueColumnAmt
Related Or Exempt Func Income$5,031,189RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$351,061ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$5,036,497TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$77,406TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$13,752TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$6,280TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$40,360TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,968TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,195TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$2,205TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$9,556TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
CLAIMS ADMINISTRATION F$229,321
FUND AMINISTRATION FEES$214,303
STOP LOSS INSURANCE$202,759
FEES$3,216

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,842,818TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$280,063BOYAmt
EOY$390,792EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$323,512BOYAmt
EOY$403,383EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$243,753BOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$10,627,032BOYAmt
EOY$10,475,596EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$11,474,360BOYAmt
EOY$11,269,771EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$60,756BOYAmt
EOY$68,304EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$60,756BOYAmt
EOY$68,304EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,413,604BOYAmt
EOY$11,201,467EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,413,604BOYAmt
EOY$11,201,467EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,474,360BOYAmt
EOY$11,269,771EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$460,568ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$248,431NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 8bThe Organization is operated by a joint Board of Trustees. There are no sub committees or similar type of group.
Form 990, Part VI, Section B, line 11Form 990 is presented to the Board of Trustees for review. The return is reviewed and accepted. Any changes are made prior to filing.
Form 990, Part VI, Section B, line 12cThe Organization reviews it's conflict of interest policy on a regular basis, and requires Trustees to acknowledge their adherence to policy guidlines.
Form 990, Part VI, Section C, line 19The Organization makes its financial statements and governing documents available to the public upon written request.
Form 990, Part XII, Line 2c:The Board of Trustees is responsible for the oversight of the audit. There has been no change in this process.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS #915 PENSION FUND
c/o SBAI PO BOX 1449GOODLETTSVILLETN37070596518568Provide pension benefits to eligible participantsFL401(a)0
INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS #915 VACATION FUND
c/o SBAI PO BOX 1449GOODLETTSVILLETN37070596134658Provide vacation benefits to eligible participantsFL501(c)0
INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS Local Union #915
5621 Harney RoadTampaFL33610Act as collective bargaining agent on behalf of membershipFL501(c)0
TAMPA AREA ELECTRICAL WORKERS
5621 Harney RoadTampaFL33610Provide training in electrical tradeFL501(c)0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (35 entries)

A & A Electric Services
BCU Electric Inc
Boyd Brothers Service Inc
Cogburn Bros Electric
Curry Controls Company
Dale C Rossman
Delgado Electric Inc
Diversified Electric
Electrical Construction & Communications Inc
Electrical Safety Pros LLC
Electro Design Engineering
Everingham Electric
Florida West Coast Chapter Neca
Glausier Electric Inc
Graphical Controls Inc
Greenway Electric Services
Hartnett Electric
Industrial Electric & Control LLC
J H Ham Engineering
J Ranck Elec Bay City Mi
Kenneth A Perry Electric
Miller Electric
MJM Electric Inc
NCN Electric Inc
Plant City Air Conditioning
Power Services Llc
Precision Electrical Contractors Inc
Rieves Electric Inc
Solo Electric Inc
South Bay Electric
Southern Electric Of Tampa Inc
St Petersburg Kennel Club Inc
Technical Mgmt South Fl
White Electrical Construction Inc
Zenith Systems LLC
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd