INTERNATIONAL BROTHERHOOD OF ELETRL WORKERS HLTH & WLFR FND LOCAL 124: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL BROTHERHOOD OF ELETRL WORKERS HLTH & WLFR FND LOCAL 124 (EIN 44-0569165)
- Tax period
- 2011-09-01 to 2012-08-31
- Filed
- 2013-06-21
- IRS object ID
- 201301729349300205
- Schema version
- 2011v1.5
- 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) |
|---|---|---|
| Timestamp | 2013-06-21T07:46:45-05:00 | Timestamp |
| Tax Period End Date | 2012-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 430765316 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINBROWN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10975 GRANDVIEW DR SUITE 600 | AddressLine1 |
| City | OVERLAND PARK | City |
| State | KS | State |
| ZIP Code | 66210 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 440569165 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL BROTHERHOOD OF ELETRL | BusinessNameLine1 |
| Business Name Line2 | WORKERS HLTH & WLFR FND LOCAL 124 | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INTE | NameControl |
| Phone | 8169430277 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 E 103RD TERRACE | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64114 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TERRAL S AKINSKENNETH BORDEN | Name |
| Title | TRUSTEES | Title |
| Phone | 8169430277 | Phone |
| Date Signed | 2013-06-20 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES RITTS | Name |
| PTIN | P00362910 | PTIN |
| Phone | 9134914144 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | TERRAL AKINS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 E 103RD TERRACE | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 81802740 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1952 | YearFormation |
| State Legal Domicile | MO | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS OF THE I.B.E.W. LOCAL UNION NO. 124, THEIR DEPENDENTS AND BENEFICIARIES AND CERTAIN NONMEMBER EMPLOYEES OF CONTRIBUTING EMPLOYERS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 6 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 27270247 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 28448950 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1844955 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1221602 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 29115202 | TotalRevenuePriorYear |
| Total Revenue Current Year | 29670552 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 25257109 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 30407291 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1762063 | OtherExpensePriorYear |
| Other Expenses Current Year | 2355121 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 27019172 | TotalExpensesPriorYear |
| Total Expenses Current Year | 32762412 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2096030 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -3091860 | RevenuesLessExpensesCY |
| Total Assets BOY | 40547906 | TotalAssetsBOY |
| Total Assets EOY | 39995925 | TotalAssetsEOY |
| Total Liabilities BOY | 15817345 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 17833590 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 24730561 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 22162335 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS OF THE I.B.E.W. LOCAL UNION NO. 124, THEIR DEPENDENTS AND BENEFICIARIES AND CERTAIN NONMEMBER EMPLOYEES OF CONTRIBUTING EMPLOYERS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | THE PLAN PAYS MEDICAL, DENTAL, VISION, SICKNESS, AND DEATH BENEFITS ON BEHALF OF APPROXIMATLEY 3,000 UNION MEMBERS AND THEIR DEPENDENTS. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BILL BARBIERI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8169430277 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 E 103RD TERRACE | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (6 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| TERRAL S AKINS | ||||||
| CHAIRMAN, TRUSTEE | 1.00 | X | X | 0 | 0 | 0 |
| ROGER CHAVEZ | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL DAMICO | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| KENNETH C BORDEN | ||||||
| SECRETARY, TRUSTEE | 1.00 | X | X | 0 | 0 | 0 |
| DONALD G LAFFOON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ROBERT BLAKE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | |||||
| 2301 MAIN ST | KANSAS CITY | MO | 64108 | ADMINISTRATIVE SERVICES | 539891 |
| PREFERRED HEALTH PROFESSIONALS | |||||
| 8140 WARD PARKWAY SUITE 430 | KANSAS CITY | MO | 64114 | ADMINISTRATIVE SERVICES | 245343 |
| CHEIRON | |||||
| 200 W MONROE STREET SUITE 1800 | CHICAGO | IL | 60606 | ACTUARIAL SERVICES | 128754 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYER CONTR. | 900099 | 25498479 | 25498479 |
| PARTICIPANT CONTR. | 900099 | 2821550 | 2821550 |
| COBRA & ERRP SUBSIDIES | 900099 | 128921 | 128921 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 28448950 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 906118 | TotalRevenueColumn |
| Exclusion | $906,118 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 52447672 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 52132188 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 315484 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 315484 | TotalRevenueColumn |
| Exclusion | $315,484 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 29670552 | TotalRevenueColumn |
| Related Or Exempt Function Income | 28448950 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,221,602 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30407291 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89500 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43703 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77840 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 679615 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34597 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49528 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4111 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15223 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| HEALTH PROVIDER FEES | 851576 |
| ERRP REIMBURSEMENT EXPE | 327696 |
| DATA PROCESSING | 78233 |
| POSTAGE | 38319 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65180 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32762412 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 2004164 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 105105 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2910792 | BOY |
| EOY | 3033383 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3757 | BOY |
| EOY | 3757 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 327301 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 327301 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37553205 | BOY |
| EOY | 31169364 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 3600000 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80152 | BOY |
| EOY | 80152 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40547906 | BOY |
| EOY | 39995925 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 216288 | BOY |
| EOY | 121957 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15601057 | BOY |
| EOY | 17711633 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15817345 | BOY |
| EOY | 17833590 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24730561 | BOY |
| EOY | 22162335 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24730561 | BOY |
| EOY | 22162335 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40547906 | BOY |
| EOY | 39995925 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -3091860 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 523634 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 327301 | OtherCostOrOtherBasis |
| Depreciation | 327301 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | COMMON COLLECTIVE TRUST | Description |
| Book Value | 3600000 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 3600000 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| BENEFIT OBLIGATIONS | $17,675,000 |
| RECIPROCAL TRANSFERS | $36,633 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 17711633 | TotalOfAmounts |
| Total Revenue | 29670552 | TotalRevenue |
| Total Expenses | 32762412 | TotalExpenses |
| Excess Or Deficit For Year | -3091860 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 523634 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 523634 | TotalAdjustments |
| Excess Or Deficit Per FS | -2568226 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 30194186 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 523634 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 523634 | RevenueNotRptdF990 |
| Revenue Subtotal | 29670552 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 29670552 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 32762412 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 32762412 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 32762412 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | FIN 48 STATEMENT: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN'S FEDERAL TAX RETURNS FOR TAX YEARS 2008 AND LATER REMAIN SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM, REVIEWED BY THE CONTROLLER, THEN PROVIDED VIA EMAIL TO THE BOARD OF TRUSTEES FOR THEIR REVIEW PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 523,634. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C EXPLANATION: THE PROCESS TO SELECT AN INDEPENDENT AUDITOR HAS NOT CHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| IBEW #124 ANNUITY & 401(K) FUND | |||||||||
| 305 E 103RD TERRACE | KANSAS CITY | MO | 64114 | 431269910 | EMPLOYEE BENEFITS | MO | 401(A) | COMMON TRUSTEES | 0 |
| IBEW #124 PENSION FUND | |||||||||
| 305 E 103RD TERRACE | KANSAS CITY | MO | 64114 | 430817626 | EMPLOYEE BENEFITS | MO | 401(A) | COMMON TRUSTEES | 0 |
| IBEW #124 VACATION & HOLIDAY FUND | |||||||||
| 305 E 103RD TERRACE | KANSAS CITY | MO | 64114 | 430909522 | EMPLOYEE BENEFITS | MO | 501(C)(9) | COMMON TRUSTEES | 0 |
| IBEW #124 ELECTRICAL JOINT APPRENTICESHIP & TRAINING TRUST FUND | |||||||||
| 305 E 103RD TERRACE | KANSAS CITY | MO | 64114 | 440517554 | TRAINING AND EDUCATION | MO | 501(C)(5) | COMMON TRUSTEES | 0 |
| IBEW #124 KC CHAPTER NECA LABOR MGMT | |||||||||
| 305 E 103RD TERRACE | KANSAS CITY | MO | 64114 | 436577830 | EMPLOYEE BENEFITS | MO | 501(C)(5) | COMMON TRUSTEES | 0 |
| IBEW LOCAL #124 | |||||||||
| MO | 0 | ||||||||
| NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION | |||||||||
| MO | 0 | ||||||||
Form990 Schedule R Part III Form990ScheduleRPartIII (12 entries)
| Legal Domicile StateLegalDomicileState | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner |
|---|---|---|
| PRO ELECTRIC LC | ||
| MO | 0 | 0 |
| PARSONS ELECTRIC LLC | ||
| MO | 0 | 0 |
| O'NEAL INDUSTRIAL ELECTRIC LLC | ||
| MO | 0 | 0 |
| JDW ELECTRIC LLC | ||
| MO | 0 | 0 |
| PIERCE ELECTRIC LLC | ||
| MO | 0 | 0 |
| RIVER ELECTRIC LLC | ||
| MO | 0 | 0 |
| INFINITY TECHNOLOGIES LLC | ||
| MO | 0 | 0 |
| ARC ELECTRIC LLC | ||
| MO | 0 | 0 |
| SPARKS ELECTRIC COMPANY LLC | ||
| MO | 0 | 0 |
| ENCON SERVICES LLC | ||
| MO | 0 | 0 |
| ASB CONTROLS LLC | ||
| MO | 0 | 0 |
| AEGIS BUSINESS SOLUTIONS LLC | ||
| MO | 0 | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (85 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|---|
| IBEW - NECA BENEFIT CENTER INC | ||||||||
| 305 E 103RD TERRACE | KANSAS CITY | MO | 64114 | 431662293 | ADMINISTRATION OF EMPLOYEE BENEFITS | MO | N/A | C |
| CAPITAL ELECTRIC CO INC | ||||||||
| MO | ||||||||
| R F FISHER ELECTRIC | ||||||||
| MO | ||||||||
| MARK ONE ELECTRIC CO INC | ||||||||
| MO | ||||||||
| SHAW ELECTRIC COMPANY | ||||||||
| MO | ||||||||
| ELECTRIC CORPORATION OF AMERICA | ||||||||
| MO | ||||||||
| BROADWAY ELECTRIC CONSTRUCTION | ||||||||
| MO | ||||||||
| STACO ELECTRIC COMPANY | ||||||||
| MO | ||||||||
| CITADEL ELECTRIC GROUP INC | ||||||||
| MO | ||||||||
| CITYWIDE ELECTRIC INC | ||||||||
| MO | ||||||||
| HEARTLAND ELECTRIC CORP | ||||||||
| MO | ||||||||
| SUPERIOR ELECTRIC CONST | ||||||||
| MO | ||||||||
| PROGRESSIVE ELECTRONICS | ||||||||
| MO | ||||||||
| BLACK & MCDONALD ELECTRIC | ||||||||
| MO | ||||||||
| MAX ELECTRIC INC | ||||||||
| MO | ||||||||
| P1 GROUP INC | ||||||||
| MO | ||||||||
| EMPIRE ELECTRIC SERVICES | ||||||||
| MO | ||||||||
| UNIVERSAL TECHNOLOGIES | ||||||||
| MO | ||||||||
| INFINITE ENERGY CONSTRUCTION INC | ||||||||
| MO | ||||||||
| NORTH KANSAS CITY ELECTRIC CO | ||||||||
| MO | ||||||||
| INDEPENDENT ELECTRIC MACHINERY | ||||||||
| MO | ||||||||
| DATA LINK INC | ||||||||
| MO | ||||||||
| ENERFAB INC | ||||||||
| MO | ||||||||
| R L YATES ELECTR CONSTR | ||||||||
| MO | ||||||||
| CI3 INTEGRATORS | ||||||||
| MO | ||||||||
| RS ELECTRIC CORPORATION | ||||||||
| MO | ||||||||
| CONTROL SERVICE CO INC | ||||||||
| MO | ||||||||
| CLAYCO ELECTRIC COMPANY | ||||||||
| MO | ||||||||
| REYNOLDS ELECTRIC INC | ||||||||
| MO | ||||||||
| AMERICAN LEGACY CONST GROUP | ||||||||
| MO | ||||||||
| FREEDOM ELECTRIC PROFESSIONALS | ||||||||
| MO | ||||||||
| KLEMP ELECTRIC MACHINERY CO | ||||||||
| MO | ||||||||
| PRECISION ELEC SYS INC | ||||||||
| MO | ||||||||
| ENERGIZE ELECTRONICS INC | ||||||||
| MO | ||||||||
| LYNCH ELECTRICAL INC | ||||||||
| MO | ||||||||
| ALPHA ENERGY & ELECTRIC INC | ||||||||
| MO | ||||||||
| GREEN WAVE TECHNOLOGY INC | ||||||||
| MO | ||||||||
| O'NEAL INDUSTRIAL ELECTRIC | ||||||||
| MO | ||||||||
| WHATEVER IT TAKES ELECTRICAL C | ||||||||
| MO | ||||||||
| MIDLAND ELECTRICAL CORP | ||||||||
| MO | ||||||||
| LIBERTY ELECTRICAL CONTR INC | ||||||||
| MO | ||||||||
| WAGNER INDUSTRIAL ELECTRIC | ||||||||
| MO | ||||||||
| JACKSON COUNTY ELECTRICIANS | ||||||||
| MO | ||||||||
| MEAR SERVICES INC | ||||||||
| MO | ||||||||
| MEYER ELEC CO INC | ||||||||
| MO | ||||||||
| PNEUMATIC SYSTEMS INSTALL INC | ||||||||
| MO | ||||||||
| WALDINGER CORP APP REPAIR | ||||||||
| MO | ||||||||
| DAYSPRING ELECTRIC | ||||||||
| MO | ||||||||
| DMR SERVICES INC | ||||||||
| MO | ||||||||
| QUEEN CITY ELECTRIC CO | ||||||||
| MO | ||||||||
| RIVER WORKS ELECTRIC INC | ||||||||
| MO | ||||||||
| INSIGHT MECHANICAL CONTRACTORS | ||||||||
| MO | ||||||||
| YATES ELECTRIC CO INC | ||||||||
| MO | ||||||||
| ALL CURRENT ELECTRIC | ||||||||
| MO | ||||||||
| ELECTRIC CONSTRUCTION CO INC | ||||||||
| MO | ||||||||
| LAN-TEL COMMUNICATIONS | ||||||||
| MO | ||||||||
| WESTERN INDUSTRIAL CONTRACTORS | ||||||||
| MO | ||||||||
| NEWTRON GROUP | ||||||||
| MO | ||||||||
| AC CONTROLS MFG CO | ||||||||
| MO | ||||||||
| AC CONTROLS | ||||||||
| MO | ||||||||
| KLA LABORATORIES INC | ||||||||
| MO | ||||||||
| ARNWINE ELECTRIC CO | ||||||||
| MO | ||||||||
| CONTROL ELECTRIC INC | ||||||||
| MO | ||||||||
| KC SERVICE | ||||||||
| MO | ||||||||
| SOUTHERN ELEC HLTH FUND | ||||||||
| MO | ||||||||
| MCKINZIE ELECTRIC INC | ||||||||
| MO | ||||||||
| WALDINGER ELECTRIC | ||||||||
| MO | ||||||||
| LICATA ELECTRIC INC | ||||||||
| MO | ||||||||
| BRONDER TECHNICAL SERVICES INC | ||||||||
| MO | ||||||||
| MERRILL INDUSTRIAL ELECTRIC CO | ||||||||
| MO | ||||||||
| CONNECT ELECTRIC COMPANY INC | ||||||||
| MO | ||||||||
| 21ST CENTURY ELECTRICAL SERV | ||||||||
| MO | ||||||||
| PAYNECREST ELECTRIC INC | ||||||||
| MO | ||||||||
| KIEWIT INDUSTRIAL CO | ||||||||
| MO | ||||||||
| ELEC CONSTR & SERVINC | ||||||||
| MO | ||||||||
| CAP SERVICE INC | ||||||||
| MO | ||||||||
| MURRAY ELECTRICAL CONSTRUCTION | ||||||||
| MO | ||||||||
| PLASTICON | ||||||||
| MO | ||||||||
| PHILLIPS SYSTEMS GROUP INC | ||||||||
| MO | ||||||||
| DL SMITH ELECTRICAL CONST | ||||||||
| MO | ||||||||
| ELEC WORKERS PLAN NORTH NV | ||||||||
| MO | ||||||||
| PINNACLE ELECTRIC | ||||||||
| MO | ||||||||
| STATE GRP INDUSTRIAL(USA)LTD | ||||||||
| MO | ||||||||
| RJP ELECTRIC | ||||||||
| MO | ||||||||
| DENNIS ELECTRIC INC | ||||||||
| MO | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (43 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| IBEW - NECA BENEFIT CENTER INC | |
| L | 777440 |
| CAPITAL ELECTRIC CO INC | |
| L | 3801305 |
| R F FISHER ELECTRIC | |
| L | 1983158 |
| MARK ONE ELECTRIC COMPANY | |
| L | 1951344 |
| SHAW ELECTRIC COMPANY | |
| L | 2118156 |
| ELECTRIC CORPORATION OF AMERICA | |
| L | 1991540 |
| BROADWAY ELECTRIC CONSTRUCTION | |
| L | 1432697 |
| STACO ELECTRIC COMPANY | |
| L | 1158115 |
| PRO ELECTRIC LC | |
| L | 687729 |
| CITADEL ELECTRIC GROUP INC | |
| L | 675530 |
| CITYWIDE ELECTRIC INC | |
| L | 550675 |
| HEARTLAND ELECTRIC CORPORATION | |
| L | 478891 |
| SUPERIOR ELECTRIC CONSTRUCTION | |
| L | 452865 |
| PROGRESSIVE ELECTRONICS | |
| L | 578222 |
| BLACK & MCDONALD ELECTRIC | |
| L | 393926 |
| MAX ELECTRIC INC | |
| L | 372216 |
| P1 GROUP INC | |
| L | 332863 |
| EMPIRE ELECTRIC SERVICES | |
| L | 374529 |
| UNIVERSAL TECHNOLOGIES | |
| L | 336700 |
| LOCAL UNION 124 | |
| L | 300621 |
| INFINITE ENERGY CONSTRUCTION | |
| L | 458299 |
| NORTH KANSAS CITY ELECTRIC CO | |
| L | 303095 |
| PARSONS ELECTRIC LLC | |
| L | 218053 |
| INDEPENDENT ELECTRIC MACHINERY | |
| L | 197495 |
| ELECTRICAL JOINT APPRENTICESHIP | |
| L | 189836 |
| DATA LINK INC | |
| L | 232311 |
| ENERFAB INC | |
| L | 167347 |
| R L YATES ELECTRIC CONSTRUCTION | |
| L | 179162 |
| CI3 INTEGRATORS | |
| L | 161191 |
| RS ELECTRIC CORPORATION | |
| L | 156895 |
| CONTROL SERVICE CO INC | |
| L | 150213 |
| CLAYCO ELECTRIC COMPANY | |
| L | 189714 |
| REYNOLDS ELECTRIC INC | |
| L | 114453 |
| AMERICAN LEGACY CONSTRUCTION GROUP | |
| L | 121032 |
| FREEDOM ELECTRIC PROFESSIONALS | |
| L | 96102 |
| KLEMP ELECTRIC MACHINERY CO | |
| L | 102326 |
| PRECISION ELEC SYS INC | |
| L | 99608 |
| ENERGIZE ELECTRONICS INC | |
| L | 110391 |
| LYNCH ELECTRICAL INC | |
| L | 76109 |
| ALPHA ENERGY & ELECTRIC INC | |
| L | 74644 |
| GREEN WAVE TECHNOLOGY INC | |
| L | 87162 |
| O'NEAL INDUSTRIAL ELECTRIC | |
| L | 83160 |
| WHATEVER IT TAKES ELECTRICAL COMPANY | |
| L | 58560 |