2015-07-14T16:06:01-05:00 2014-08-31 430765316 RUBINBROWN LLP 10975 GRANDVIEW DR SUITE 600 OVERLAND PARK KS 66210 990 2013-09-01 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 2015-07-14 1 SUZANNE B KIMBROUGH P01320005 9134914144 2013 2016-03-07 17:11:31Z TERRAL AKINS 305 E 103RD TERRACE KANSAS CITY MO 64114 47498486 0 X N/A X 1952 MO SEE SCHEDULE O. 6 6 0 6 0 0 0 0 29881383 33417903 1349952 711530 0 0 31231335 34129433 0 0 26837383 33125350 0 0 0 0 0 2053219 2342422 28890602 35467772 2340733 -1338339 40245707 43596972 16300621 19530761 23945086 24066211 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 5 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 1.00 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 1.00 X X 0 0 0 DONALD G LAFFOON TRUSTEE 1.00 X 0 0 0 ROBERT BLAKE 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 856844 CHEIRON 200 W MONROE STREET SUITE 1800 CHICAGO IL 60606 ACTUARIAL SERVICES 114941 2 EMPLOYER CONTR. 900099 31076500 31076500 PARTICIPANT CONTR. 900099 2341403 2341403 33417903 662976 662976 13417607 13369053 48554 48554 48554 34129433 33417903 0 711530 33125350 70481 74032 58201 815828 21068 55620 4948 40854 HEALTH PROVIDER FEES 1010804 DATA PROCESSING 97054 BANK CHARGES 28383 POSTAGE 22050 43099 35467772 875131 354674 666121 1705865 3127758 4010329 327301 327301 0 0 35492788 37440959 83909 85145 40245707 43596972 135068 151599 16165553 19379162 16300621 19530761 X 0 0 0 0 23945086 24066211 23945086 24066211 40245707 43596972 -1338339 1501831 -42367 0 X 0 1 X 1 0 327301 327301 0 0 BENEFIT OBLIGATIONS 18976000 RECIPROCAL TRANSFERS 403162 19379162 X 35631264 1501831 1501831 34129433 0 34129433 35467772 0 35467772 0 35467772 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 2009 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) COMMON TRUSTEES 0 IBEW #124 PENSION FUND 305 E 103RD TERRACE KANSAS CITY MO 64114 430817626 EMPLOYEE BENEFITS MO 401(A) COMMON TRUSTEES 0 IBEW #124 VACATION & HOLIDAY FUND 305 E 103RD TERRACE KANSAS CITY MO 64114 430909522 EMPLOYEE BENEFITS MO 501(C)(9) COMMON TRUSTEES 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) COMMON TRUSTEES 0 IBEW #124 KC CHAPTER NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION 305 E 103RD TERRACE KANSAS CITY MO 64114 436577830 EMPLOYEE BENEFITS MO 501(C)(5) COMMON TRUSTEES 0 ARC ELECTRIC LLC ASB CONTROLS 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 SPARKS ELECTRIC COMPANY LLC ALPHA ENERGY & ELECTRIC INC ALL CURRENT ELECTRIC AMERICAN LEGACY CONST GROUP ARNWINE ELECTRIC CO BRONDER TECHNICAL SERVICES INC CI3 INTEGRATORS CAPITAL ELECTRIC COINC CITADEL ELEC GROUP INC CITYWIDE ELECTRIC INC CLAYCO ELECTRIC COMPANY CONNECT ELECTRIC COMPANY INC CONTROL ELECTRIC INC CONTROL SERVICE CO INC CONTI ELECTRIC INC DAYSPRING ELECTRIC DMR SERVICES INC DATA LINK INC ELEC CORP OF AMERICA ELECTRICAL JOINT APPRN & ELEC CONSTR & SERVINC ELECTRICAL SYS INSTALLATIONS EMPIRE ELECTRIC SERVICES ENERFAB INC ENERFAB ELECTRIC INC ENERGIZE ELECTRONICS INC R F FISHER ELECT FREEDOM ELECTRIC SERVICES INC FREEDOM ELECTRIC PROFESSIONALS GREEN WAVE TECHNOLOGY INC GSI NETWORKS & SECURITY HANSON ELECTRIC OF BEMIDJI INC HEARTLAND ELEC CORP HUNT ELECTRIC CORPORATION IBEW-NECA BENEFIT CTR INC 305 E 103RD TERRACE KANSAS CITY MO 64114 431662293 ADMINISTRATION OF EMPLOYEE BENEFITS MO N/A C 0 INFINITE ENERGY CONST INC INFINITY TECHNOLOGIES LLC INSIGHT MECHANICAL CONTRACTORS J GIVOO CONSULTANTS JACKSON COUNTY ELECTRICIANS KLA LABORATORIES INC KC SERVICE KIEWIT INDUSTRIAL CO LAN-TEL COMMUNICATIONS LU 124 LYNCH ELECTRICAL INC MARK ONE EL CO INC MAX ELECTRIC INC MASS ELECTRIC CONSTRUCTION CO MERRILL INDUSTRIAL ELECTRIC CO MEYER ELEC CO INC MILLER ELECTRIC COMPANY MISSOURI ELECTRIC INC MURRAY ELECTRICAL CONSTRUCTION NORTH KANSAS CITY ELECTRIC CO O'NEAL INDUSTRIAL ELECTRIC P1 GROUP INC PNEUMATIC SYSTEMS INSTALL INC PRECISION ELEC SYS INC PROGRESSIVE ELECTRONICS RS ELECTRIC CORPORATION REYNOLDS ELECTRIC INC RIVER WORKS ELECTRIC INC SCHNEIDER ELECTRIC OF ST LOUIS DL SMITH ELECTRICAL CONST SHAW ELECTRIC COMPANY SHELLEY ELECTRIC INC STACO ELECTRIC CO STATE GRP INDUSTRIAL(USA)LTD SUPERIOR ELECTRIC CONST TH & N ELECTRIC SERVICE UNIFIED ELECTRICAL UNIVERSAL TECHNOLOGIES J VANGEL ELECTRIC INC VOLT ELECTRICINC WAGNER INDUSTRIAL ELECTRIC WALDINGER ELECTRIC WHATEVER IT TAKES ELECTRICAL R L YATES ELECTR CONSTR AC CONTROLS MFG CO BLACK & MCDONALD ELECTRIC INDEPENDENT ELECTRIC MACHINERY KLEMP ELECTRIC MACHINERY CO MEAR SERVICES INC MERRILL INDUSTRIAL ELECTRIC CO R L YATES ELECTRIC CONSTR WALDINGER CORP APP REPAIR 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0