2026-02-10T19:18:02-05:00 2025-04-30 205520612 L M HENDERSON & COMPANY LLP 450 E 96TH ST STE 200 INDIANAPOLIS IN 462403797 990 2024-05-01 237003337 IUOE LOCALS 181 320 AND TVA H&W TRUST FUND INTE 2708266750 PO BOX 1179 HENDERSON KY 42419 WILLIAM L JOHNSON JR CHAIRMAN 2708266750 2026-02-10 true false MICHELLE L ZIMMERMAN P00266120 3175661000 2026-02-10 2024 2025-03-06 01:10:19Z WILLIAM L JOHNSON JR PO BOX 1179 HENDERSON KY 42419 50511199 false X WWW.IUOELOCAL181.ORG X 1968 KY THE ORGANIZATION'S MISSION IS TO OFFER AN EMPLOYEE BENEFIT PLAN WHICH PROVIDES HEALTHCARE BENEFITS AND DEATH BENEFITS TO ITS MEMBERS. THE PLAN COVERS SUBSTANTIALLY ALL ELIGIBLE MEMBERS IN INDIANA, KENTUCKY, AND ALABAMA. 10 10 6 1616326 0 51530233 47846261 1471980 2550448 116878 114490 53119091 50511199 0 46771865 48167400 588879 687011 0 0 2739419 2905112 50100163 51759523 3018928 -1248324 93066718 96849103 1028912 1087728 92037806 95761375 X THE ORGANIZATION'S MISSION IS TO OFFER AN EMPLOYEE BENEFIT PLAN WHICH PROVIDES HEALTHCARE BENEFITS AND DEATH BENEFITS TO ITS MEMBERS. THE PLAN COVERS SUBSTANTIALLY ALL ELIGIBLE MEMBERS IN INDIANA, KENTUCKY, AND ALABAMA. false false 51759523 THE EMPLOYEE BENEFIT PLAN PROVIDES DEATH BENEFITS AND BENEFITS FOR MEDICAL CARE DUE TO ACCIDENT OR ILLNESS. THE PLAN COVERS SUBSTANTIALLY ALL MEMBERS PRIMARILY IN INDIANA, KENTUCKY, AND ALABAMA. 51759523 false false false false false false false false false true true false false true true true false false false false false false false false false false false false false false false false false false false false false false false false true false false true 0 0 6 true true true false false false false false false false X 10 10 false false false false false true true true true false false false false false false false true false KY X STACEY AUSENBAUGH 2708266750 700 NORTH ELM STREET HENDERSON KY 42420 X AARON PURDUE ALTERNATE ALTERNATE TR 3.00 X 0 0 0 BRAD BYFORD TRUSTEE 3.00 X 0 0 0 THOMAS COUNTS TRUSTEE 3.00 X 0 0 0 WILLIAM B DEATON TRUSTEE 3.00 X 0 0 0 STEVEN R DEIG TRUSTEE 3.00 X 0 0 0 CARL R DODGE TRUSTEE 3.00 X 0 0 0 JEFF GLASS ALTERNATE TR 3.00 X 0 0 0 CHRIS HAYDEN TRUSTEE 3.00 X 0 0 0 WILLIAM L JOHNSON JR CHAIRMAN 3.00 X X 0 0 0 CORY KUYKENDALL TRUSTEE 3.00 X 0 0 0 false false false ANTHEM PO BOX 951254 CLEVELAND OH 44193 CLAIMS PROCESS. 1851673 NATIONAL INVESTMENT SERVICES 770 E WISCONSIN AVE SUITE 2350 MILWAUKEE WI 53202 INVESTMENT MGMT 181267 BENESYS INC 13801 RIVERPORT DRIVE SUITE 501 MARYLAND HEIGHTS MO 63043 THIRD PARTY ADM 155976 3 EMPLOYER CONTRIBUTIONS 43933062 43933062 PARTICIPANT CONTRIBUTIONS 3913199 3913199 47846261 1616326 1616326 934122 934122 934122 934122 COLLECTION FEES 900002 100881 100881 MISCELLANEOUS 13609 13609 114490 50511199 48780383 1616326 114490 48167400 48167400 361537 361537 297641 297641 27833 27833 52527 52527 82915 82915 2441644 2441644 110996 110996 26007 26007 40647 40647 8901 8901 35100 35100 EQUIPMENT RENTAL 55632 55632 PCORI FEES 19569 19569 BANK SERVICE CHARGES 11847 11847 TELEPHONE 10068 10068 9259 9259 51759523 51759523 0 0 231063 84041 4407391 4369257 6575717 7061441 18316 22565 100068 86700 18705 13368 81764059 85241289 51467 57142 93066718 96849103 957830 1003579 51467 57142 19615 27007 1028912 1087728 X 92037806 95761375 92037806 95761375 93066718 96849103 X -1248324 4969930 1963 X false true X true false 100068 86700 13368 13368 CORPORATE BOND FUNDS 45223256 F FIXED INCOME SECURITIES 21161930 F STOCK FUNDS 17244271 F LIMITED PARTNERSHIPS 1611832 F 85241289 ACCRUED PAYROLL 24318 ACCRUED PAYROLL WITHHOLDINGS 2689 27007 X 55280109 4969930 4969930 50310179 201020 201020 50511199 51556540 51556540 201020 1963 202983 51759523 SCHEDULE D, PAGE 3, PART X THE PLAN OBTAINED ITS LATEST DETERMINATION LETTER IN MAY 1970, IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE PLAN, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE (IRC), AND ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN'S ADMINISTRATOR AND THE PLAN'S TAX COUNSEL BELIEVE THAT THE PLAN IS DESIGNED AND IS OPERATING IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN IS SUBJECT TO EXAMINATIONS FOR A PERIOD OF THREE YEARS FROM THE DATE THE FORM 5500 IS FILED. SCHEDULE D, PAGE 4, PART XII, LINE 4B BOOK / TAX DEPRECIATION DIFFERENCE 1,963 FORM 990 - ORGANIZATION'S MISSION THE ORGANIZATION'S MISSION IS TO OFFER AN EMPLOYEE BENEFIT PLAN WHICH PROVIDES HEALTHCARE BENEFITS AND DEATH BENEFITS TO ITS MEMBERS. THE PLAN COVERS SUBSTANTIALLY ALL ELIGIBLE MEMBERS IN INDIANA, KENTUCKY, AND ALABAMA. FORM 990, PAGE 6, PART VI, LINE 7A ONE HALF OF THE BOARD OF TRUSTEES IS APPOINTED BY THE CHAIRMAN OF THE BOARD OF TRUSTEES LOCAL UNION 181, AND THE OTHER HALF OF THE BOARD OF TRUSTEES IS APPOINTED BY VARIOUS CONTRACTOR ASSOCIATIONS. FORM 990, PAGE 6, PART VI, LINE 7B CONTRIBUTION RATES ARE APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PAGE 6, PART VI, LINE 11B PRIOR TO FILING, THE FORM 990 IS REVIEWED BY THE CHAIRMAN OF THE BOARD OF TRUSTEES AND THE PLAN ADMINISTRATOR. FORM 990, PAGE 6, PART VI, LINE 15B ALL COMPENSATION RATES ARE APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9 BOOK / TAX DEPRECIATION DIFFERENCE 1,963 SEE ATTACHED LIST N/A false SEE ATTACHED LIST N/A false false SEE ATTACHED LIST N/A false true false false false false false false false false false false false false false false false false false true