INTERNATIONAL BRTHOOD OF ELECTRICAL WORKERS WELFARE FUND LOCAL 728: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL BRTHOOD OF ELECTRICAL WORKERS WELFARE FUND LOCAL 728 (EIN 59-6134297)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-08
- IRS object ID
- 201303129349300220
- Schema version
- 2012v2.1
- 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 | 2013-11-08T10:18:43-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320043599 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACY PROFESSIONALS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596134297 | EIN |
Name Name
| 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) |
|---|---|---|
| Name Control | INTE | NameControl |
| Phone | 9542666322 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVE SVETLICK | Name |
| Title | TRUSTEE | Title |
| Phone | 9542666322 | Phone |
| Date Signed | 2013-11-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GREG WALLENBECKER | Name |
| PTIN | P01451145 | PTIN |
| Phone | 3123680500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | DAVE SVETLICK | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 16350091 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1976 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE HEALTH BENEFITS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | 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 | 4343094 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5340683 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 305893 | InvestmentIncomePriorYear |
| Investment Income Current Year | 491167 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 693 | OtherRevenuePriorYear |
| Other Revenue Current Year | 14 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4649680 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5831864 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 6401504 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 7495981 | 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 | 381728 | OtherExpensePriorYear |
| Other Expenses Current Year | 459027 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6783232 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7955008 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2133552 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2123144 | RevenuesLessExpensesCY |
| Total Assets BOY | 10624725 | TotalAssetsBOY |
| Total Assets EOY | 8425495 | TotalAssetsEOY |
| Total Liabilities BOY | 49824 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 65199 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 10574901 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 8360296 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVIDE HEALTH BENEFITS | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | TO PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE PARTICIPANTS 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 | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | 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 |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 259 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | 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 | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | 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 | NATIONAL EMPLOYEE BENEFITS ADMINISTRATORS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9542666322 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (11 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| DAVID SVETLICK | ||||||
| CHAIRMAN | 1.00 | 40.00 | X | 0 | 91552 | 0 |
| JOHN L LOVELESS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JAMES BOYLAN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| VINCENT FORTUNE | ||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 1200 | 0 |
| JIM STUBBLEFIELD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| STEVE SIEMS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM BARROW | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JUSTIN MCINTOSH | ||||||
| PRESIDENT | 1.00 | 0.00 | X | 0 | 8476 | 0 |
| JONATHAN BORDEN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| KENNETH DELI | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| PAUL MAGGI - PAST | ||||||
| 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 | 101228 | 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 (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | |||||
| 4101 PERCIVAL ROAD | COLUMBIA | SC | 29229 | PPO PROVIDER | 321415 |
| ZENITH AMERICAN | |||||
| 2187 NORTHLAKE PARKWAY BUILDING 9 | TUCKER | GA | 30084 | CONTRACT ADMINISTRATOR | 172713 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | 5073216 | 5073216 |
| PARTICIPANT CONTRIB | 900099 | 267467 | 267467 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5340683 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 223329 | TotalRevenueColumn |
| Exclusion | $223,329 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10786065 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10518227 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 267838 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 267838 | TotalRevenueColumn |
| Exclusion | $267,838 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 14 | TotalRevenueColumn |
| Exclusion | $14 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 14 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5831864 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5340683 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $491,181 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7495981 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64278 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18555 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39182 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 267592 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18324 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16721 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7442 | Total |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| BANK FEES | 21284 |
| RECIPROCAL TRANSFER FEE | 3765 |
| MISCELLANEOUS | 1884 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7955008 | Total |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 930492 | BOY |
| EOY | 935644 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 812955 | BOY |
| EOY | 365128 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36548 | BOY |
| EOY | 36022 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8484918 | BOY |
| EOY | 6728889 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 359812 | BOY |
| EOY | 359812 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10624725 | BOY |
| EOY | 8425495 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49824 | BOY |
| EOY | 65199 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49824 | BOY |
| EOY | 65199 | 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 | 10574901 | BOY |
| EOY | 8360296 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10574901 | BOY |
| EOY | 8360296 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10624725 | BOY |
| EOY | 8425495 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -2123144 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -91461 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 5701221 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -91461 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -91461 | RevenueNotRptdF990 |
| Revenue Subtotal | 5792682 | RevenueSubtotal |
| Investment Expenses Not Included | 39182 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 39182 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5831864 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7915826 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7915826 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 39182 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 39182 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7955008 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| IBEW LOCAL UNI0N 728 ANNUITY FUND | |||||||||
| 2010 NW 150TH AVE SUITE 100 | PEMBROKE PINES | FL | 33028 | 592794330 | PROVIDE PENSION BENEFITS TO MEMBERS | FL | 401(A) | N/A | 0 |
| IBEW LOCAL UNION 728 PENSION FUND | |||||||||
| 2010 NW 150TH AVE SUITE 100 | PEMBROKE PINES | FL | 33028 | 596510428 | PROVIDE PENSION BENEFITS TO MEMBERS | FL | 401(A) | N/A | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (64 entries)
| Primary ActivityPrimaryActivity | Controlled OrgControlledOrg |
|---|---|
| ADAMS ELECTRIC INC | |
| CONTRIBUTING EMPLOYER | 0 |
| FLORIDA ELECTRIC SERVICE | |
| CONTRIBUTING EMPLOYER | 0 |
| ENERGY EFFICIENT ELECTRIC | |
| CONTRIBUTING EMPLOYER | 0 |
| MAIN-GUY ELECTRIC | |
| CONTRIBUTING EMPLOYER | 0 |
| IBEW LOCAL 728 | |
| CONTRIBUTING EMPLOYER | 0 |
| TRI-CITY ELECTRIC CO INC | |
| CONTRIBUTING EMPLOYER | 0 |
| IRISH ELECTRIC | |
| CONTRIBUTING EMPLOYER | 0 |
| DALE ROSSMAN | |
| CONTRIBUTING EMPLOYER | 0 |
| CARPENTER ELECTRIC INC | |
| CONTRIBUTING EMPLOYER | 0 |
| COUNTY WIDE ELECTRIC | |
| CONTRIBUTING EMPLOYER | 0 |
| J H HAM ENGINEERING INC | |
| CONTRIBUTING EMPLOYER | 0 |
| FLORIDA E COAST JATC | |
| CONTRIBUTING EMPLOYER | 0 |
| INDUST ELEC TESTING INC | |
| CONTRIBUTING EMPLOYER | 0 |
| TIRONE ELECTRIC | |
| CONTRIBUTING EMPLOYER | 0 |
| DIXIE 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 |
| MTA ELECTRIC | |
| CONTRIBUTING EMPLOYER | 0 |
| UNIVERSAL ELEC SERVICE | |
| CONTRIBUTING EMPLOYER | 0 |
| WILLIAMS PLANT SERVIC LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| ELECTRICAL BUILDERS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| BECHTEL | |
| CONTRIBUTING EMPLOYER | 0 |
| DAY AND ZIMMERMAN | |
| CONTRIBUTING EMPLOYER | 0 |
| QUINN 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 |
| NEWKIRK ELECTRIC | |
| 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 |
| EVER-READY ELECTRIC | |
| CONTRIBUTING EMPLOYER | 0 |
| INDUST ELEC & CONTROL LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| INTERNAT'L CHIMNEY CORP | |
| CONTRIBUTING EMPLOYER | 0 |
| B & B ELEC CONTRACTORS | |
| CONTRIBUTING EMPLOYER | 0 |
| UNITY DATA & ELEC SERV | |
| CONTRIBUTING EMPLOYER | 0 |
| MILLER ELECT COMPANY | |
| CONTRIBUTING EMPLOYER | 0 |
| INSIGHT ENTERPRISES INC | |
| CONTRIBUTING EMPLOYER | 0 |
| SANSONE ELECTRIC INC | |
| CONTRIBUTING EMPLOYER | 0 |
| VANZWIETEN ELECTRIC | |
| CONTRIBUTING EMPLOYER | 0 |
| PRECISION ELEC FLA | |
| CONTRIBUTING EMPLOYER | 0 |
| J DENIS ELECTRIC INC | |
| CONTRIBUTING EMPLOYER | 0 |
| JIMS ELEC SERV OF BRWRD | |
| CONTRIBUTING EMPLOYER | 0 |
| RUSSEL THOMAS ELECTRIC | |
| CONTRIBUTING EMPLOYER | 0 |
| LIGHTING MANAGEMENT | |
| CONTRIBUTING EMPLOYER | 0 |
| STONE & WEBSTER CONSTRUCT | |
| CONTRIBUTING EMPLOYER | 0 |
| J GIVOO CONSULTANTS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| 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 |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| 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 | 0 | 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 | 1 | OtherTransferFromOtherOrg |