IBEW-NECA SOUND AND COMMUNICATIONS HEALTH AND WELFARE TR: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- IBEW-NECA SOUND AND COMMUNICATIONS HEALTH AND WELFARE TR (EIN 77-0234638)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201533209349307878
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T12:57:30-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER KAPLAN ARASE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 MONTGOMERY ST STE 3701 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941044831 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770234638 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IBEWNECA SOUND AND COMMUNICATIONS | BusinessNameLine1Txt |
| Business Name Line2 | HEALTH AND WELFARE PLAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % UNITED ADMINISTRATIVE SRVCS | InCareOfNm |
| Business Name Control | IBEW | BusinessNameControlTxt |
| Phone | 4082884400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6800 SANTA TERESA BLVD STE 100 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95119 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | doug lung | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 4082884400 | PhoneNum |
| Signature | 2015-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | miller kaplan arase llp | PreparerPersonNm |
| PTIN | P01480053 | PTIN |
| Phone | 4159563600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Tim Donovan | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6800 Santa Teresa Blvd ste 100 | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $41,823,183 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1989 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | A HEALTH AND WELFARE PLAN TO PROVIDE BENEFITS TO ELIGIBLE PARTICIPANTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $35,725,697 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $40,880,001 | CYProgramServiceRevenueAmt |
| PY Investment Income | $490,362 | PYInvestmentIncomeAmt |
| CY Investment Income | $920,228 | CYInvestmentIncomeAmt |
| PY Other Revenue | $958,261 | PYOtherRevenueAmt |
| CY Other Revenue | $22,954 | CYOtherRevenueAmt |
| PY Total Revenue | $37,174,320 | PYTotalRevenueAmt |
| CY Total Revenue | $41,823,183 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $34,991,532 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $38,512,939 | 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 | $962,898 | PYOtherExpensesAmt |
| CY Other Expenses | $1,212,643 | CYOtherExpensesAmt |
| PY Total Expenses | $35,954,430 | PYTotalExpensesAmt |
| CY Total Expenses | $39,725,582 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,219,890 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,097,601 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $35,087,087 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,799,146 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $17,912,558 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,559,793 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,174,529 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,239,353 | NetAssetsOrFundBalancesEOYAmt |
| Mission | A HEALTH AND WELFARE PLAN TO PROVIDE BENEFITS TO ELIGIBLE PARTICIPANTS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | A HEALTH AND WELFARE PLAN TO PROVIDE BENEFITS TO ELIGIBLE PARTICIPANTS. | Desc |
| 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 | false | 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 | false | 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 | false | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | 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 | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UNITED ADMINISTRATIVE SRVCS | PersonNm |
| Phone | 4082884400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6800 SANTA TERESA BLVD STE 100 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| DOUG LUNG | |||||
| MANAGEMENT TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 |
| RICK JENSEN | |||||
| MANAGEMENT TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 |
| DAN CHIVELLO | |||||
| LABOR TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 |
| SCOTT STEPHEN | |||||
| LABOR TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 |
| TIM DONOVAN | |||||
| LABOR TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 |
| DON CAMPBELL | |||||
| MANAGEMENT TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |
| GERALD PFEIFFER | |||||
| LABOR TRUSTEE | 1.0 | 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 | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UNITED ADMINISTRATIVE SERVICES | |||||
| 6800 Santa Teresa Bvld Ste 100 | SAN JOSE | CA | 951191205 | ADMINISTRATION | $633,542 |
| ANTHEM BLUE CROSS | |||||
| PO BOX 9069 | OXNARD | CA | 93031 | HEALTH CLAIMS | $203,942 |
| MILLER KAPLAN ARASE LLP | |||||
| 44 MONTGOMERY ST STE 3701 | SAN FRANCISCO | CA | 941044831 | ACCOUNTING | $124,852 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $40,715,714 | $40,715,714 |
| PARTICIPANTS' SELF-PAYMENTS | 900099 | $164,287 | $164,287 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $40,880,001 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $920,228 | TotalRevenueColumnAmt |
| Exclusion | $920,228 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| LIQUIDATED DAMAGES | 900099 | $16,841 | $16,841 |
| STOP-LOSS REIMBURSEMENTS | 900099 | $6,113 | $6,113 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $22,954 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,823,183 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40,902,955 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $920,228 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,512,939 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $633,542 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,796 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,927 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,125 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,800 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,648 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,737 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,935 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,162 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| VISION ADMINISTRATIVE FEES | $28,838 |
| COST CONTAINMENT FEES | $60,814 |
| ERTS PROCESSING FEE | $2,180 |
| PCORI FEE | $135,139 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,725,582 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,001,149 | BOYAmt |
| EOY | $5,669,960 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,214,715 | BOYAmt |
| EOY | $1,598,651 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,154,341 | BOYAmt |
| EOY | $3,499,880 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,710,567 | BOYAmt |
| EOY | $30,027,896 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,315 | BOYAmt |
| EOY | $2,759 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,087,087 | BOYAmt |
| EOY | $40,799,146 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $287,731 | BOYAmt |
| EOY | $255,649 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,624,827 | BOYAmt |
| EOY | $21,304,144 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,912,558 | BOYAmt |
| EOY | $21,559,793 | 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 | $17,174,529 | BOYAmt |
| EOY | $19,239,353 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,174,529 | BOYAmt |
| EOY | $19,239,353 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,087,087 | BOYAmt |
| EOY | $40,799,146 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,097,601 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$32,777 | NetUnrlzdGainsLossesInvstAmt |
| 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 | Yes (true) | AuditCommitteeInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFIT OBLIGATIONS | Desc |
| Amt | $21,304,144 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $21,304,144 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $41,790,406 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$32,777 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$32,777 | RevenueNotReportedAmt |
| Revenue Subtotal | $41,823,183 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $41,823,183 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $39,725,582 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $39,725,582 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $39,725,582 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | The Plan has adopted guidance on accounting for uncertainty in income taxes issued by the Financial Accounting Standards Board. Management believes that the Plan has taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. The Plan Administrator believes the plan is no longer subject to income tax examinations for years prior to 2010. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART VI, SECTION B, LINE 11B: | FormAndLineReferenceDesc |
| Explanation | THE PLAN WORKS WITH ITS CPA FIRM TO PROVIDE INFORMATION FOR THE FILING OF THE FORM 990. ONCE IT IS PREPARED, PLAN MANAGEMENT AND GOVERNING BODY OF THE PLAN REVIEW IT PRIOR TO SIGNING AND FILING. PART VI, SECTION B, LINE 12C: THE PLAN REGULARLY REVIEWS ITS CONFLICT OF INTEREST POLICY WITH ITS TRUSTEES AND SERVICE PROVIDERS FOR ANY VIOLATIONS OF THAT POLICY. PART VI, SECTION C, LINE 19: GENERALLY, THE DOCUMENTS LISTED ARE NOT MADE AVAILABLE TO THE PUBLIC, WITH THE EXCEPTION OF THOSE DOCUMENTS REQUIRED BY LAW TO BE MADE AVAILABLE. DOCUMENTS SO REQUIRED ARE MADE AVAILABLE FOR INSPECTION UPON WRITTEN REQUEST TO THE PLAN'S ADMINISTRATIVE OFFICE. | ExplanationTxt |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| NCECI |
| KAISER FOUNDCONSTRUCTION |
| ELECTRICAL JATC |
| IBEW LOCAL 332 |
| NO CA & NO NEV S&C JATC |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (148 entries)
| 3S COMMUNICATIONS INC |
| A M S ELECTRIC |
| ABLE ENGINEERING SERVICES |
| ACCESS COMMUNICATIONS |
| ACS DATALINE OF THE NW |
| ADVANCED TELECOM SERV |
| AECO SYSTEMS |
| ALBARELL ELECTRIC |
| AL'S CERTIFIED SAFE |
| ANDERSON AUDIO VISUAL |
| ANDERSON AUDIO-BERKELEY |
| ARKTOS INC |
| A-TEAM CONSTRUCTION |
| B & C TRANSIT INC |
| BEI CONSTRUCTION |
| BALFOUR BEATTY RAIL INC |
| BANISTER ELECTRICAL INC |
| BANNISTER ELECTRICAL |
| BAUER CABLING SOLUTIONS |
| BAXTER ELECTRIC |
| BECI ELECTRIC |
| BEDARD CONTROLS INC |
| BOCKMON & WOODY ELECTRIC |
| BRADLEY W ELECTRIC |
| CH REYNOLDS ELECTRIC |
| CAL COAST TELECOM |
| CAL-COMMUNICATION SERV |
| CAL-NETWORK INC |
| CAPITOL COMMUNICATIONS |
| CBF INC |
| CENTRAL CA ELECTRONICS |
| CENTRAL COAST SYSTEMS |
| COCHRANE ELECTRIC |
| CODA TECHNOLOGY GROUP |
| CODE RED COMMUNICATIONS |
| COMMERCIAL CONTROLS |
| COMMUNICATION TECH SERV |
| COMTEL SYSTEMS TECH INC |
| CONTRA COSTA ELECTRIC INC |
| CONTROLLED ENERGY |
| CORPORATE CONSTRUCTION |
| COSCO FIRE PROTECTION |
| CROCKETT-BAY TO BORDERS |
| CSI ELECTRICAL CONST |
| CUPERTINO ELECTRIC INC |
| DAL TECHNOLOGY INC |
| DAN DAVIS |
| DATA KABLE TECHNOLOGY INC |
| DAWSON ELECTRIC |
| DECKER ELECTRIC |
| DECOTECH SYSTEMS INC |
| DEL MONTE ELECTRIC CO |
| DESIGN ELECTRIC |
| DIGITAL DESIGN COMM |
| DIGITECH INTEGRATIONINC |
| EAGLE SECURITY |
| ELECTRONIC TECHNOLOGIES |
| EMT ELECTRICAL CONST |
| EPICO SYSTEMS INC |
| FISK ELECTRIC |
| FRIEL ENERGY SOLUTIONS |
| GILLS ELECTRIC INC |
| H A BOWEN ELECTRIC |
| HANGTOWN ELECTRIC |
| HENKELS & MCCOY INC |
| IDEX COMMUNICATIONS |
| IDT TELECOM DATA INC |
| IMG |
| INDUSTRIAL ELEC SYS INC |
| INTEGRATED COMM SYSTEMS |
| INTREPID ELECTRONIC SYSTEM |
| ISETTA DATA & COMM |
| JENTEK INTEGRATED SYSTEMS |
| JLP LOW VOLTAGE |
| JOE LUNARDI ELECTRIC |
| KENCO SYSTEMS INC |
| KEY SECURITY DESIGNS CORP |
| KINGSTON CONTRACTING INC |
| L B CONSTRUCTION |
| LLOYD F MCKINNEY ASSOC |
| LP ELECTRIC-RESIDENTIAL |
| LYNCH ELECTRIC |
| MC CLURE ELECTRIC |
| MCMILLAN ELECTRICAL |
| MDE ELECTRIC COMPANY |
| METROPOLITAN ELECT CONST |
| MORROW MEADOWS CORP |
| MORTON SMITH ELECTRIC |
| MR WIRE |
| MUZAK LIMITED PARTNERSHIP |
| NEMA CONSTRUCTION |
| NETCOMM |
| NETRONIX INTEGRATED INC |
| NETVERANT SOLUTIONS II LP |
| OR ENTERPRISES INC |
| O'ROURKE ELECTRIC |
| OXFORD FIRE |
| PACIFIC ALARM |
| PACIFIC SIGNALING SYSTEMS |
| PACIFIC WEST SECURITY |
| PAGANINI COMMUNIC INC |
| PCD |
| POINT 1 ELECTRICAL SYSTEM |
| POTELCO INC |
| PTS |
| QUALITY SOUND |
| RTS SYSTEMS & DESIGN |
| RED TOP ELECTRIC |
| RED TOP ELECTRIC-NON BARG |
| REDWOOD CITY ELECTRIC |
| RELIANCE ENGINEERING INC |
| RIVER CITY COMMUNICATIONS |
| ROADWAY ENGINEERING WRKS |
| ROSENDIN ELECTRIC |
| SASCO VALLEY ELECTRIC |
| SCHETTER ELECTRIC |
| SCHETTER ELECTRIC INC |
| SCOTT CONTROLS |
| SECURECOM INC |
| SECURITY INTEGRATORS INC |
| SELECTRIC SERVICES |
| SEQUOYAH ELECTRIC |
| SERB SYSTEMS INC |
| SIGNAWEST SYSTEMS |
| SIGNAWEST SYSTEMS INC |
| SOLANO COMMUNICATIONS |
| SOUND & SIGNAL INC |
| SOUTHWEST DATA COM CORP |
| SPRIG ELECTRIC |
| ST FRANCIS ELECTRIC-RESID |
| STARLITE ELECTRIC CO |
| STATUS ELECTRICAL CORP |
| SUNRISE SYSTEMS LVC INC |
| SYSTEMS ELECTRIC |
| SYSTEMS MECHANICAL INC |
| T & R COMMUNICATIONS |
| T & T ELECTRIC CORP |
| THE FACILITIES GROUP |
| TIM R TRULL ELECTRIC |
| US ELECTRIC TECHNOLOGY |
| VALLEY PACIFIC ELECTRIC |
| WALKER COMMUNICATIONS |
| WALKER TELECOM INC |
| WATSON ELECTRIC INC |
| WEST-COMM AND TV INC |
| WILLIAM D WHITE COINC |
| XL COMMUNICATIONS INC |
| YOUNG ELECTRIC |
| 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 | Yes (true) | TransferFromOtherOrgInd |