INTERNATIONAL BRTHOOD OF ELECTRICAL WORKERS WELFARE FUND LOCAL 728: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL BRTHOOD OF ELECTRICAL WORKERS WELFARE FUND LOCAL 728 (EIN 59-6134297)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-24
- IRS object ID
- 201402059349301105
- Schema version
- 2013v3.0
- 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 | 2014-07-24T16:46:22-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 311 S WACKER DRIVE STE 4000 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | WORKERS WELFARE FUND LOCAL 728 | BusinessNameLine2 |
| 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 | AddressLine1 |
| City | PEMBROKE PINES | City |
| State | FL | State |
| ZIP Code | 33028 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID SVETLICK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9542666322 | PhoneNum |
| Signature | 2014-07-24 | 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 | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | 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 | AddressLine1 |
| City | PEMBROKE PINES | City |
| State | FL | State |
| ZIP Code | 33028 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,405,405 | 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 | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | 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 | $5,340,683 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,156,627 | CYProgramServiceRevenueAmt |
| PY Investment Income | $491,167 | PYInvestmentIncomeAmt |
| CY Investment Income | $176,540 | CYInvestmentIncomeAmt |
| PY Other Revenue | $14 | PYOtherRevenueAmt |
| CY Other Revenue | $484 | CYOtherRevenueAmt |
| PY Total Revenue | $5,831,864 | PYTotalRevenueAmt |
| CY Total Revenue | $5,333,651 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $7,495,981 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $6,798,255 | 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 | $459,027 | PYOtherExpensesAmt |
| CY Other Expenses | $511,841 | CYOtherExpensesAmt |
| PY Total Expenses | $7,955,008 | PYTotalExpensesAmt |
| CY Total Expenses | $7,310,096 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,123,144 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,976,445 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,425,495 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,561,206 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $65,199 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $60,627 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,360,296 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,500,579 | 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 | Yes (1) | 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 | 142 | 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | PEMBROKE PINES | City |
| State | FL | State |
| ZIP Code | 33028 | ZIPCode |
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 | $97,440 | $0 |
| 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 | 4.00 | Yes (X) | $0 | $1,200 | $0 |
| STEVE SIEMS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM BARROW | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JUSTIN MCINTOSH | ||||||
| PRESIDENT | 1.00 | 4.00 | Yes (X) | $0 | $6,000 | $0 |
| JONATHAN BORDEN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KENNETH DELI | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM STUBBLEFIELD | ||||||
| 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 | $104,640 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | 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
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE CROSS BLUE SHIELD | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4101 PERCIVAL ROAD | AddressLine1 |
| City | COLUMBIA | City |
| State | SC | State |
| ZIP Code | 29229 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | PPO PROVIDER | ServicesDesc |
| Compensation | $302,837 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $4,873,679 | $4,873,679 |
| PARTICIPANT CONTRIB | 900099 | $282,948 | $282,948 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,156,627 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $113,632 | TotalRevenueColumnAmt |
| Exclusion | $113,632 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,134,662 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,071,754 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $62,908 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,908 | TotalRevenueColumnAmt |
| Exclusion | $62,908 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $484 | TotalRevenueColumnAmt |
| Exclusion | $484 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $484 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,333,651 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,156,627 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $177,024 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,798,255 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,018 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,846 | 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 | $25,583 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,414 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,050 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,985 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,563 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| BANK FEES | $18,206 |
| MISCELLANEOUS | $3,211 |
| RECIPROCAL TRANSFER FEE | $965 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,310,096 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $935,644 | BOYAmt |
| EOY | $1,266,730 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,128 | BOYAmt |
| EOY | $796,654 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,022 | BOYAmt |
| EOY | $3,064 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,728,889 | BOYAmt |
| EOY | $4,134,946 | 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 | $8,425,495 | BOYAmt |
| EOY | $6,561,206 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,199 | BOYAmt |
| EOY | $60,627 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,199 | BOYAmt |
| EOY | $60,627 | 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 | $8,360,296 | BOYAmt |
| EOY | $6,500,579 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,360,296 | BOYAmt |
| EOY | $6,500,579 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,425,495 | BOYAmt |
| EOY | $6,561,206 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,976,445 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $116,728 | 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 |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACT DEPOSIT | Desc |
| Book Value | $359,812 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $359,812 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,424,796 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $116,728 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $116,728 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,308,068 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $25,583 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $25,583 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,333,651 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,284,513 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,284,513 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $25,583 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $25,583 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,310,096 | 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 IS REQUIRED BY THE EMPLOYEE RETIREMENT INCOME SECURITY ACT TO DISCLOSE ANY CONFLICTS OF INTEREST . THE TRUSTEES MONITOR AND ENFORCE THE FUND'S COMPLIANCE WITH ERISA 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (68 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Controlled OrganizationControlledOrganizationInd | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|
| ADAMS ELECTRIC INC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| BRONDER TECHNICAL SERVICE | ||
| CONTRIBUTING EMPLOYER | 0 | |
| ENERGY EFFICIENT ELECTRIC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| MAIN-GUY ELECTRIC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| EVER-READY ELECTRIC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| IBEW LOCAL 728 | ||
| ORGANIZE WORKERS FOR ECONOMIC, MORAL AND SOCIAL ADVANCEMENT | 0 | FL |
| TRI-CITY ELECTRIC CO INC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| IRISH ELECTRIC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| CARPENTER ELECTRIC INC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| COUNTY WIDE ELECTRIC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| DIXIE ELECTRIC SRVCS INC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| NPS DAY AND ZIMMERMAN | ||
| CONTRIBUTING EMPLOYER | 0 | |
| CHEWING & WILMER INC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| FLORIDA E COAST JATC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| INDUST ELEC TESTING INC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| TIRONE ELECTRIC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| ELECTRICOMM INC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| CR DUNN INC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| LIGHTING ELECTRIC INC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| A AND W ELECTRIC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| A AND S ELECTRIC INC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| FISK ELECTRIC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| JOHNNY ELECTRIC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| UNION TEMPORARY SERV INC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| MTA ELECTRIC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| UNIVERSAL ELEC SERVICE | ||
| CONTRIBUTING EMPLOYER | 0 | |
| NAT'L CONDUCTOR CONSTRUCT | ||
| CONTRIBUTING EMPLOYER | 0 | |
| QUINN ELECTRIC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| POWER SERVICES LLC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| MARDANT ELECTRIC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| EEC LABOR INC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| LECTRA-FAST ELEC SERVICES | ||
| CONTRIBUTING EMPLOYER | 0 | |
| UNLIMITED ELECTRIC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| DUNNING ELECTRICAL SERVIC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| GREEN ELECTRIC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| K S GEISLER INC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| WINTER HAVEN ELECTRIC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| MALONE ELEC SOLUTIONS LLC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| EDD HELMS ELECTRIC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| LOXAHATCHEE ELEC SERVICES | ||
| CONTRIBUTING EMPLOYER | 0 | |
| EDLEN ELEC EXHIB | ||
| CONTRIBUTING EMPLOYER | 0 | |
| MILLS ELEC SERVICE INC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| AUSTEN ELECTRIC INC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| CASTILLO ELECTRIC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| ACRES ELECTRIC CORP INC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| ALWAYS ON ELECTRIC INC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| R L BENTON INC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| DYNALECTRIC CO | ||
| CONTRIBUTING EMPLOYER | 0 | |
| INDUST ELEC & CONTROL LLC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| STERLING BOILER & MECHANI | ||
| CONTRIBUTING EMPLOYER | 0 | |
| UNITY DATA & ELEC SERV | ||
| CONTRIBUTING EMPLOYER | 0 | |
| STARKE ELECTRIC INC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| MILLER ELECT COMPANY | ||
| CONTRIBUTING EMPLOYER | 0 | |
| INSIGHT ENTERPRISES INC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| SANSONE ELECTRIC INC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| SOUTHLAND ELECTRIC CO | ||
| CONTRIBUTING EMPLOYER | 0 | |
| ELITE PWR SOLUTIONS INC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| PRECISION ELEC FLA | ||
| CONTRIBUTING EMPLOYER | 0 | |
| PR LOCAL ELECTRIC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| THE SHAW GROUP | ||
| CONTRIBUTING EMPLOYER | 0 | |
| JIMS ELEC SERV OF BRWRD | ||
| CONTRIBUTING EMPLOYER | 0 | |
| RUSSELL THOMAS ELECTRICAL | ||
| CONTRIBUTING EMPLOYER | 0 | |
| LIGHTING MANAGEMENT | ||
| CONTRIBUTING EMPLOYER | 0 | |
| MOTOR CITY ELEC COMPANY | ||
| CONTRIBUTING EMPLOYER | 0 | |
| D & N ELECTRIC COMPANY | ||
| CONTRIBUTING EMPLOYER | 0 | |
| ION ELECTRIC LLC | ||
| CONTRIBUTING EMPLOYER | 0 | |
| TECHNICAL MGMT ASSOCIATES | ||
| CONTRIBUTING EMPLOYER | 0 | |
| GREENWAY ELECTRICAL SERV | ||
| 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 |