INTERNATIONAL BRTHOOD OF ELECTRICAL WORKERS WELFARE FUND LOCAL 728: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL BRTHOOD OF ELECTRICAL WORKERS WELFARE FUND LOCAL 728 (EIN 59-6134297)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-08
- IRS object ID
- 201541599349300019
- 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 | 2015-06-08T10:20:44-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320043599 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACY PROFESSIONALS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 311 S WACKER DRIVE STE 4000 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | 596134297 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL BRTHOOD OF ELECTRICAL | BusinessNameLine1Txt |
| Business Name Line2 | WORKERS WELFARE FUND LOCAL 728 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 9542666322 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2010 NW 150TH AVENUE NO 100 | AddressLine1Txt |
| City | PEMBROKE PINES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID SVETLICK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9542666322 | PhoneNum |
| Signature | 2015-06-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREG WALLENBECKER | PreparerPersonNm |
| PTIN | P01451145 | PTIN |
| Phone | 3123680500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID SVETLICK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2010 NW 150TH AVENUE NO 100 | AddressLine1Txt |
| City | PEMBROKE PINES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,690,848 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1976 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE HEALTH BENEFITS | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | 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 | $5,156,627 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,138,568 | CYProgramServiceRevenueAmt |
| PY Investment Income | $176,540 | PYInvestmentIncomeAmt |
| CY Investment Income | $133,373 | CYInvestmentIncomeAmt |
| PY Other Revenue | $484 | PYOtherRevenueAmt |
| CY Other Revenue | $556 | CYOtherRevenueAmt |
| PY Total Revenue | $5,333,651 | PYTotalRevenueAmt |
| CY Total Revenue | $8,272,497 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $6,798,255 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $5,780,977 | 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 | $511,841 | PYOtherExpensesAmt |
| CY Other Expenses | $416,695 | CYOtherExpensesAmt |
| PY Total Expenses | $7,310,096 | PYTotalExpensesAmt |
| CY Total Expenses | $6,197,672 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,976,445 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,074,825 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,561,206 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,586,964 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $60,627 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $45,750 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,500,579 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,541,214 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE HEALTH BENEFITS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS IN ACCORDANCE WITH THE PLAN DOCUMENT. | 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 | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | 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 | 94 | 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 |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | 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 | NATIONAL EMPLOYEE BENEFITS ADMINISTRATORS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9542666322 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2010 NW 150TH AVENUE SUITE 100 | AddressLine1Txt |
| City | PEMBROKE PINES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33028 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DAVID SVETLICK | ||||||
| CHAIRMAN | 1.00 | 40.00 | Yes (X) | $0 | $119,271 | $23,941 |
| JOHN L LOVELESS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES BOYLAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VINCENT FORTUNE | ||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $1,990 | $0 |
| WILLIAM BARROW | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JUSTIN MCINTOSH | ||||||
| PRESIDENT | 1.00 | 2.00 | Yes (X) | $0 | $16,150 | $0 |
| JONATHAN BORDEN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KENNETH DELI | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM STUBBLEFIELD - PAST | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE SPRINGSTEAD - NEW | ||||||
| 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 | $137,411 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $23,941 | 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 (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | |||||
| 4101 PERCIVAL ROAD | COLUMBIA | SC | 29229 | PPO PROVIDER | $363,841 |
| NATIONAL EMPLOYEE BENEFITS ADMINISTRATOR | |||||
| 2010 NW 105TH AVENUE SUITE 100 | PEMBROKE PINES | FL | 33028 | THIRD PARTY ADMINISTRATOR | $117,478 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $7,993,725 | $7,993,725 |
| PARTICIPANT CONTRIB | 900099 | $144,843 | $144,843 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,138,568 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $99,071 | TotalRevenueColumnAmt |
| Exclusion | $99,071 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,452,653 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,418,351 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,302 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,302 | TotalRevenueColumnAmt |
| Exclusion | $34,302 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $556 | TotalRevenueColumnAmt |
| Exclusion | $556 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $556 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,272,497 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,138,568 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $133,929 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,780,977 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,436 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,645 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,000 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,735 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,677 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,800 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,392 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,150 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| FEES MANDATED BY ACA | $78,238 |
| BANK FEES | $3,267 |
| MISCELLANEOUS | $1,355 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,197,672 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,266,730 | BOYAmt |
| EOY | $1,671,817 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $796,654 | BOYAmt |
| EOY | $1,023,760 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,064 | BOYAmt |
| EOY | $2,826 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,134,946 | BOYAmt |
| EOY | $5,528,749 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $359,812 | BOYAmt |
| EOY | $359,812 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,561,206 | BOYAmt |
| EOY | $8,586,964 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,627 | BOYAmt |
| EOY | $45,750 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,627 | BOYAmt |
| EOY | $45,750 | 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 | $6,500,579 | BOYAmt |
| EOY | $8,541,214 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,500,579 | BOYAmt |
| EOY | $8,541,214 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,561,206 | BOYAmt |
| EOY | $8,586,964 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,074,825 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$34,190 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,212,572 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$34,190 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$34,190 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,246,762 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $25,735 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $25,735 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,272,497 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,171,937 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,171,937 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $25,735 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $25,735 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,197,672 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE PLAN FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, AND FORM 5500, ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN. THE PLAN'S RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATION EXPIRES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE BOARD OF TRUSTEES HAS DELEGATED THE DAY TO DAY ADMINISTRATIVE DUTIES TO NATIONAL EMPLOYEE BENEFITS ADMINISTRATORS, INC. AS THE THIRD PARTY ADMINISTRATOR OF THE FUND. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WAS PROVIDED, REVIEWED AND APPROVED BY THE ENTIRE BOARD OF TRUSTEES PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FUND MAINTAINS A CONFLICT OF INTEREST POLICY. THE TRUSTEES MONITOR AND ENFORCE THE FUND'S COMPLIANCE WITH ASSISTANCE FROM THE FUND'S PROFESSIONALS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| IBEW LOCAL UNI0N 728 ANNUITY FUND | ||||||||
| 2010 NW 150TH AVE SUITE 100 | PEMBROKE PINES | FL | 33028 | 592794330 | PROVIDE PENSION BENEFITS FOR ELIGIBLE PARTICIAPANTS | FL | 401(A) | 0 |
| IBEW LOCAL UNION 728 PENSION FUND | ||||||||
| 2010 NW 150TH AVE SUITE 100 | PEMBROKE PINES | FL | 33028 | 596510428 | PROVIDE PENSION BENEFITS FOR ELIGIBLE PARTICIAPANTS | FL | 401(A) | 0 |
| IBEW LOCAL 728 UNION | ||||||||
| 201 SE 24TH STREET | FT LAUDERDALE | FL | 33316 | 590304061 | ORGANIZE WORKERS FOR ECONOMIC,MORAL AND SOCIAL ADVANCEMENT | FL | 501(C)5 | 0 |
| NECA - IBEW LOCAL 364 | ||||||||
| CONTRIBUTING EMPLOYER | 0 | |||||||
| SOUTH CENTRAL MINNESOTA | ||||||||
| CONTRIBUTING EMPLOYER | 0 | |||||||
| JOINT PENH&WANN LU 164 | ||||||||
| CONTRIBUTING EMPLOYER | 0 | |||||||
| MICHIGAN ELECT EMPLOYEE | ||||||||
| CONTRIBUTING EMPLOYER | 0 | |||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (74 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|
| A AND S ELECTRIC INC | |
| CONTRIBUTING EMPLOYER | 0 |
| A AND W ELECTRIC | |
| CONTRIBUTING EMPLOYER | 0 |
| ACRES ELECTRIC CORP INC | |
| CONTRIBUTING EMPLOYER | 0 |
| ALWAYS ON ELECTRIC INC | |
| CONTRIBUTING EMPLOYER | 0 |
| AUSTEN ELECTRIC INC | |
| CONTRIBUTING EMPLOYER | 0 |
| BRONDER TECHNICAL SERVICE | |
| CONTRIBUTING EMPLOYER | 0 |
| CR DUNN INC | |
| CONTRIBUTING EMPLOYER | 0 |
| CASTILLO ELECTRIC | |
| CONTRIBUTING EMPLOYER | 0 |
| CEDAR RAPIDS ELECTRICAL | |
| CONTRIBUTING EMPLOYER | 0 |
| CHEWING & WILMER INC | |
| CONTRIBUTING EMPLOYER | 0 |
| COUNTY WIDE ELECTRIC | |
| CONTRIBUTING EMPLOYER | 0 |
| D & N ELECTRIC COMPANY | |
| CONTRIBUTING EMPLOYER | 0 |
| DAKOTAS & WESTERN MINNESO | |
| CONTRIBUTING EMPLOYER | 0 |
| DALE C ROSSMAN INC | |
| CONTRIBUTING EMPLOYER | 0 |
| DIXIE ELECTRIC SRVCS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| DUNNING ELECTRICAL SERVIC | |
| CONTRIBUTING EMPLOYER | 0 |
| DYNALECTRIC CO | |
| CONTRIBUTING EMPLOYER | 0 |
| EDD HELMS ELECTRIC | |
| CONTRIBUTING EMPLOYER | 0 |
| EDLEN ELEC EXHIB | |
| CONTRIBUTING EMPLOYER | 0 |
| EEC LABOR INC | |
| CONTRIBUTING EMPLOYER | 0 |
| ELECTRO DESIGN ENGIN INC | |
| CONTRIBUTING EMPLOYER | 0 |
| ELITE PWR SOLUTIONS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| EVER-READY ELECTRIC | |
| CONTRIBUTING EMPLOYER | 0 |
| FE MORAN GROUP | |
| CONTRIBUTING EMPLOYER | 0 |
| FISK ELECTRIC | |
| CONTRIBUTING EMPLOYER | 0 |
| FLORIDA E COAST JATC | |
| CONTRIBUTING EMPLOYER | 0 |
| GD BARRI & ASSOCIATES | |
| CONTRIBUTING EMPLOYER | 0 |
| GREEN ELECTRIC | |
| CONTRIBUTING EMPLOYER | 0 |
| INDUST ELEC & CONTROL LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| INDUST ELEC TESTING INC | |
| CONTRIBUTING EMPLOYER | 0 |
| INSIGHT ENTERPRISES INC | |
| CONTRIBUTING EMPLOYER | 0 |
| ION ELECTRIC LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| IRISH ELECTRIC | |
| CONTRIBUTING EMPLOYER | 0 |
| J GIVOO CONSULTANTS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| JIMS ELEC SERV OF BRWRD | |
| CONTRIBUTING EMPLOYER | 0 |
| JOHNNY ELECTRIC | |
| CONTRIBUTING EMPLOYER | 0 |
| K S GEISLER INC | |
| CONTRIBUTING EMPLOYER | 0 |
| LECTRA-FAST ELEC SERVICES | |
| CONTRIBUTING EMPLOYER | 0 |
| LIGHTING ELECTRIC INC | |
| CONTRIBUTING EMPLOYER | 0 |
| LIGHTING MANAGEMENT | |
| CONTRIBUTING EMPLOYER | 0 |
| LOXAHATCHEE ELEC SERVICES | |
| CONTRIBUTING EMPLOYER | 0 |
| MAHONING AND TRUMBULL | |
| CONTRIBUTING EMPLOYER | 0 |
| MAIN-GUY ELECTRIC | |
| CONTRIBUTING EMPLOYER | 0 |
| MALONE ELEC SOLUTIONS LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| MARDANT ELECTRIC | |
| CONTRIBUTING EMPLOYER | 0 |
| MILLER ELECT COMPANY | |
| CONTRIBUTING EMPLOYER | 0 |
| MILLS ELEC SERVICE INC | |
| CONTRIBUTING EMPLOYER | 0 |
| MOTOR CITY ELEC COMPANY | |
| CONTRIBUTING EMPLOYER | 0 |
| MTA ELECTRIC | |
| CONTRIBUTING EMPLOYER | 0 |
| NAT'L CONDUCTOR CONSTRUCT | |
| CONTRIBUTING EMPLOYER | 0 |
| NPS DAY AND ZIMMERMAN | |
| CONTRIBUTING EMPLOYER | 0 |
| POWER SERVICES LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| PR LOCAL ELECTRIC | |
| CONTRIBUTING EMPLOYER | 0 |
| PRECISION ELEC FLA | |
| CONTRIBUTING EMPLOYER | 0 |
| PRUITT INDUSTRIAL | |
| CONTRIBUTING EMPLOYER | 0 |
| QUINN ELECTRIC | |
| CONTRIBUTING EMPLOYER | 0 |
| R L BENTON INC | |
| CONTRIBUTING EMPLOYER | 0 |
| RIVERSIDE CNTY ELTCL H&W | |
| CONTRIBUTING EMPLOYER | 0 |
| ROLAND SERVICES LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| RUSSELL THOMAS ELECTRICAL | |
| CONTRIBUTING EMPLOYER | 0 |
| SAN MATEO CNTY ELECTRICAL | |
| CONTRIBUTING EMPLOYER | 0 |
| SANSONE ELECTRIC INC | |
| CONTRIBUTING EMPLOYER | 0 |
| SOUTHLAND ELECTRIC CO | |
| CONTRIBUTING EMPLOYER | 0 |
| STARKE ELECTRIC INC | |
| CONTRIBUTING EMPLOYER | 0 |
| STERLING BOILER & MECHANI | |
| CONTRIBUTING EMPLOYER | 0 |
| TECHNICAL MGMT ASSOCIATES | |
| CONTRIBUTING EMPLOYER | 0 |
| THE SHAW GROUP | |
| CONTRIBUTING EMPLOYER | 0 |
| TIRONE ELECTRIC | |
| CONTRIBUTING EMPLOYER | 0 |
| TRI-CITY ELECTRIC CO INC | |
| CONTRIBUTING EMPLOYER | 0 |
| UNION TEMPORARY SERV INC | |
| CONTRIBUTING EMPLOYER | 0 |
| UNITY DATA & ELEC SERV | |
| CONTRIBUTING EMPLOYER | 0 |
| UNIVERSAL ELEC SERVICE | |
| CONTRIBUTING EMPLOYER | 0 |
| UNLIMITED ELECTRIC | |
| CONTRIBUTING EMPLOYER | 0 |
| WINTER HAVEN ELECTRIC | |
| CONTRIBUTING EMPLOYER | 0 |
| 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 | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |