IBEW HEALTH & WELFARE TRUST FUND NECA LOCAL UNION NO 313: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- IBEW HEALTH & WELFARE TRUST FUND NECA LOCAL UNION NO 313 (EIN 23-7024556)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201203199349306815
- Schema version
- 2011v1.2
- 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 | 2012-11-14T17:22:13-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232586736 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL A WINTERS & COMPANY CPAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 DICKINSON DR STE 205 | AddressLine1 |
| City | CHADDS FORD | City |
| State | PA | State |
| ZIP Code | 19317 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237024556 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IBEW HEALTH AND WELFARE TRUST FUND | BusinessNameLine1 |
| Business Name Line2 | NECA LOCAL UNION NO 313 | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | IBEW | NameControl |
| Phone | 3027986801 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 NAAMANS ROAD NO 303 | AddressLine1 |
| City | CLAYMONT | City |
| State | DE | State |
| ZIP Code | 197032300 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | B EUGENE BATTAGLIA | Name |
| Title | TRUSTEE | Title |
| Phone | 3027986801 | Phone |
| Date Signed | 2012-11-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CRAIG D WINTERS CPA | Name |
| PTIN | P00154131 | PTIN |
| Phone | 6103582000 | Phone |
| Date Prepared | 2012-11-14 | DatePrepared |
| 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 | B EUGENE BATTAGLIA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 NAAMANS ROAD NO 303 | AddressLine1 |
| City | CLAYMONT | City |
| State | DE | State |
| ZIP Code | 197032300 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 14327313 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1969 | YearFormation |
| State Legal Domicile | DE | StateLegalDomicile |
| Activity Or Mission Description | THE PURPOSE OF THE ORGANIZATION IS TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELECTRICAL WORKERS, THEIR SPOUSES AND DEPENDENTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | 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 | 9640365 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 13154464 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 204772 | InvestmentIncomePriorYear |
| Investment Income Current Year | 86852 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9845137 | TotalRevenuePriorYear |
| Total Revenue Current Year | 13241316 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 11992994 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 12419695 | 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 | 789006 | OtherExpensePriorYear |
| Other Expenses Current Year | 854734 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12782000 | TotalExpensesPriorYear |
| Total Expenses Current Year | 13274429 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2936863 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -33113 | RevenuesLessExpensesCY |
| Total Assets BOY | 6157589 | TotalAssetsBOY |
| Total Assets EOY | 6165207 | TotalAssetsEOY |
| Total Liabilities BOY | 216704 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 157092 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5940885 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6008115 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE PURPOSE OF THE ORGANIZATION IS TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELECTRICAL WORKERS, THEIR SPOUSES AND DEPENDENTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | THE PURPOSE OF THE ORGANIZATION IS TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELECTRICAL WORKERS, THEIR SPOUSES AND DEPENDENTS. THIS IS ESSENTIALLY THE ONLY PROGRAM SERVICE OF THE ORGANIZATION AND ALL OF THE REVENUES AND EXPENSES ARE CONSIDERED TO BE FOR THIS PURPOSE. | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 296 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | 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 | 1 | 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 | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | 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 | SCOTT ERNSBERGER - GEMGROUP INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3027986801 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 NAAMANS ROAD SUITE 303 | AddressLine1 |
| City | CLAYMONT | City |
| State | DE | State |
| ZIP Code | 197032300 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (8 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| DOUGLAS K DRUMMOND | |||||
| CHAIRMAN | 2.00 | X | 0 | 0 | 0 |
| B EUGENE BATTAGLIA | |||||
| CO-CHAIRMAN | 2.00 | X | 0 | 0 | 0 |
| JAMES F FITZSIMMONS | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| PAUL CAMPBELL | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| CRAIG FISHER | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| ANTHONY ENNIS | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| DANIEL HAHN | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| DAVID HOLLEN | |||||
| TRUSTEE | 2.00 | 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 (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| AETNA | |||||
| 980 JOLLY ROAD MAIL STOP U11E | BLUE BELL | PA | 19422 | ADMIN SERVICE FEE | 372866 |
| GEMGROUP | |||||
| 650 NAAMANS ROAD SUITE 303 | CLAYMONT | DE | 197032300 | CONTRACT ADMIN | 343979 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RECEIPTS FROM EMPLOYER | 525100 | 12020124 | 12020124 |
| RECEIPTS FROM PARTICIP | 525100 | 810067 | 810067 |
| MEDICARE & COBRA | 525100 | 282419 | 282419 |
| LIQUIDATED DAMAGES | 525100 | 41854 | 41854 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 13154464 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 94784 | TotalRevenueColumn |
| Exclusion | $94,784 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1078065 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1085997 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -7932 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -7932 | TotalRevenueColumn |
| Exclusion | -$7,932 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13241316 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13154464 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $86,852 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12419695 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 298059 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33946 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18108 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16252 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 429635 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48998 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2546 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5698 | Total |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUES AND SUBSCRIPTIONS | Description |
| Total | 1492 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13274429 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1628250 | BOY |
| EOY | 1694892 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 204339 | BOY |
| EOY | 91169 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1069439 | BOY |
| EOY | 1383710 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3543 | BOY |
| EOY | 6536 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2664356 | BOY |
| EOY | 2975095 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 587662 | BOY |
| EOY | 13805 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6157589 | BOY |
| EOY | 6165207 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 216704 | BOY |
| EOY | 157092 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 216704 | BOY |
| EOY | 157092 | 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 | 5940885 | BOY |
| EOY | 6008115 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5940885 | BOY |
| EOY | 6008115 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6157589 | BOY |
| EOY | 6165207 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -33113 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 100343 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Total Revenue | 13241316 | TotalRevenue |
| Total Expenses | 13274429 | TotalExpenses |
| Excess Or Deficit For Year | -33113 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 100343 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 100343 | TotalAdjustments |
| Excess Or Deficit Per FS | 67230 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 13323350 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 100343 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 100343 | RevenueNotRptdF990 |
| Revenue Subtotal | 13223007 | RevenueSubtotal |
| Investment Expenses Not Included | 18309 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 18309 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 13241316 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 13256120 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 13256120 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 18309 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 18309 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 13274429 | 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 | AS OF JANUARY 1, 2009, THE PLAN ADOPTED ASC TOPIC 740 - INCOME TAXES WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN, INCLUDING THE ENTITY'S STATUS AS A TAX-EXEMPT ENTITY. THE PLAN HAD NO SIGNIFICANT UNCERTAIN TAX POSITION AT THE DATE OF ADOPTION OR AT DECEMBER 31, 2011 AND 2010. ACCORDINGLY, THE ADOPTION DID NOT HAVE A MATERIAL EFFECT ON THE FINANCIAL STATEMENTS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | GEMGROUP IS A THIRD PARTY ADMINISTRATOR THAT HAS BEEN APPOINTED TO DEAL WITH DAILY ADMINISTRATIVE ACTIVITIES AS FURTHER DESCRIBED IN THE AGREEMENT BETWEEN THE PLAN AND GEMGROUP. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE FUND IS ADMINISTERED BY EIGHT (8) TRUSTEES. FOUR OF WHOM ARE APPOINTED BY THE UNION AND FOUR OF WHOM ARE APPOINTED BY THE DELAWARE DIVISION OF THE PENN-DEL-JERSEY CHAPTER OF THE NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY THE THIRD PARTY ADMINISTRATOR. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THESE DOCUMENTS ARE NOT PROVIDED TO THE GENERAL PUBLIC. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 100343. UNREALIZED APPRECIATION(DEPRECIATION) ON INVESTMENTS CARRIED AT MARKET VALUE TOTAL TO FORM 990, PART XI, LINE 5: 100343. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART V, LINE 2A | THE PLAN ANSWERED 0 BECAUSE IT DOES NOT HAVE ANY EMPLOYEES, BUT THE PLAN DOES REPORT BENEFITS PAID TO MEMBERS ON W-2 FORMS WHICH THEN GET TOTALED ON THE FORM W-3. THEREFORE, THE PLAN'S W-3 HAS 32 W-2'S ISSUED REPORTED ON FORM W-3. | NUMBER OF EMPLOYEES REPORTED ON FORM W-3, TRANSMITTAL OF WAGE AND TAX STMTS |
| FORM 990, PART VII, SECTION A: | THE TRUSTEES OF THIS FUND ALL SERVE IN A SIMILAR CAPACITY FOR THE NECA LU NO. 313 I.B.E.W. PENSION PLAN AND THE NECA LU NO. 313 I.B.E.W. DEFERRED INCOME PLAN WHICH ARE RELATED ORGANIZATIONS. THE ESTIMATED AVERAGE HOURS PER WEEK WORKING ON THE RELATED ORGANIZATIONS IS 2 HOURS. DOUGLAS DRUMMOND AND PAUL F. CAMPBELL SERVE IN A SIMILAR CAPACITY AT UNION ELECTRICAL WORKERS, INC. WHICH IS A RELATED ORGANIZATION. THE ESTIMATED AVERAGE HOURS PER WEEK WORKING ON THE RELATED ORGANIZATION IS LESS THAN 1 HOUR. THE FUNDS' REASONABLE EFFORTS TO OBTAIN INFORMATION INCLUDED SENDING TO THE APPROPRIATE PERSONS (EG THOSE LISTED ON FORM 990, PART VII, SECTION A), A QUESTIONNAIRE ALONG WITH APPROPRIATE INSTRUCTIONS AND DEFINITIONS, AS DESCRIBED IN THE INSTURCTIONS TO THE FORM 990 AS EXAMPLES OF REASONABLE EFFORT. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| NECA LU NO 313 IBEW PENSION PL | |||||||||
| 650 NAAMANS RD STE 303 | CLAYMONT | DE | 197032300 | 516025969 | TO PROVIDE DEFINED BENEFIT PENSION BENEFITS TO ELECTRICAL WORKERS. | DE | 401(A) | N/A | 0 |
| NECA LU NO 313 IBEW DEFERRED INCOME PL | |||||||||
| 650 NAAMANS RD STE 303 | CLAYMONT | DE | 197032300 | 510285774 | TO PROVIDE DEFINED CONTRIB RETIREMENT BENEFITS TO ELECTRICAL WORKERS. | DE | 401(A) | N/A | 0 |
| UNION ELECTRICAL WORKERS INC | |||||||||
| 814 WEST BASIN RD | NEW CASTLE | DE | 19720 | 237372758 | OFFICE AND HALL RENTAL. | DE | 501(C)3 | N/A | 0 |
| IBEW 313 JOINT APPRENTICE | |||||||||
| 814 WEST BASIN RD | NEW CASTLE | DE | 19720 | 237024558 | EDUCATION AND TRAINING | DE | 501(C)3 | N/A | 0 |
| INTERNATIONAL BROTHERHOOD OF 313 IBEW | |||||||||
| 814 WEST BASIN RD | NEW CASTLE | DE | 19720 | 510025597 | LABOR UNION FOR ELECTRICAL WORKERS. | DE | 501(C)5 | N/A | 0 |
| PENN-DEL JERSEY CHAPTER OF NATIONAL ELECTRICAL WORKERS | |||||||||
| 2003 RENAISSANCE BLVD | KING OF PRUSSIA | PA | 19406 | 231279973 | TO ENHANCE THE MANAGEMENT INTERESTS OF THE TECHNICAL CONTRACTING INDUSTRY | PA | 501(C)6 | N/A | 0 |
Form990 Schedule R Part III Form990ScheduleRPartIII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Predominant Income TypePredominantIncomeType | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner | EINEIN |
|---|---|---|---|---|---|---|---|---|---|---|
| SHAMBAUGH & SON LP | ||||||||||
| P O BOX 1287 | FORT WAYNE | IN | 46801 | ELECTRICAL CONTRACTOR | TX | N/A | N/A | 0 | 0 | |
| APEX ELECTRICAL SERVICES LLC | ||||||||||
| 2215 ISLAND AVE | PHILADELPHIA | PA | 19142 | ELECTRICAL CONSTRUCTION | PA | N/A | N/A | 0 | 0 | 450464468 |
| MNS ENTERPRISES LLC | ||||||||||
| 304 MARY ANN DR | WILMINGTON | DE | 19804 | ELECTRICAL CONTRACTOR | DE | N/A | N/A | 0 | 0 | 262335669 |
| SLIFCO ELECTRIC LLC | ||||||||||
| 1904 WOODSLEE DR | TROY | MI | 48073 | ELECTRICAL | MI | N/A | N/A | 0 | 0 | 202998220 |
| ACCURATE ELECTRICAL INSTALLATION | ||||||||||
| 8900 E SPRINGFIELD RD | SEVEN VALLEYS | PA | 17360 | ELECTRICAL CONTRACTOR | PA | N/A | N/A | 0 | 0 | 232671093 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (48 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|---|
| ALDRIDGE ELECTRIC INC | ||||||||
| 844 E ROCKLAND RD | LIBERTYVILLE | IL | 60048 | 362355856 | ELECTRICAL CONTRACTOR | IL | N/A | C |
| AL GLEESON ELECTRICAL CO INC | ||||||||
| 4710 UPSHUR ST | BLADENSBURG | MD | 20710 | 530219729 | ELECTRICAL CONTRACTOR | MD | N/A | C |
| BROWN ELECTRIC CO INC | ||||||||
| 1100 CHARLES AVE | DUNBAR | WV | 25064 | 550708030 | ELECTRICAL CONTRACTOR | WV | N/A | C |
| B T ELECTRIC INC | ||||||||
| 38572 WESTERLEE DRIVE | DELMAR | DE | 19940 | 510310453 | ELECTRICAL CONTRACTOR | DE | N/A | C |
| DECKER ELECTRIC INC | ||||||||
| 4500 W HARRY | WICHITA | KS | 67209 | 480861452 | ELECTRICAL CONTRACTOR | KS | N/A | C |
| DIAMOND ELECTRIC INC | ||||||||
| 3566 PEACHTREE RUN | DOVER | DE | 19901 | 510108419 | ELECTRICAL CONSTRUCTION | DE | N/A | C |
| FIRST STATE ELECTRIC CO | ||||||||
| 25 KING COURT | NEW CASTLE | DE | 19720 | 510240149 | ELECTRICAL CONTRACTOR | DE | N/A | C |
| FLUOR MAINTENANCE SERVICES INC | ||||||||
| 1 GALLERIA BLVD SUITE 1070 | METAIRIE | LA | 70001 | 330268002 | CONSTRUCTION | SC | N/A | C |
| HATZEL & BUEHLER INC | ||||||||
| P O BOX 7499 | WILMINGTON | DE | 19803 | 130828930 | ELECTRICAL CONSTRUCTION | DE | N/A | C |
| RILEY ELECTRIC INC | ||||||||
| 1235 OLD COOCHS BRIDGE RD | NEWARK | DE | 19713 | 300305919 | ELECTRICAL CONTRACTOR | DE | N/A | C |
| TRICOMM SERVICES CORPORATION | ||||||||
| 1247 N CHURCH ST SUITE 8 | MOORESTOWN | NJ | 08057 | 222380545 | TELECOMMUNICATION | NJ | N/A | C |
| ALBARELL ELECTRIC INC | ||||||||
| 901 W LEHIGH ST PO BOX 799 | BETHLEHEM | PA | 17217 | 231688845 | ELECTRICAL CONTRACTOR | PA | N/A | S |
| BATTAGLIA ELECTRIC INC | ||||||||
| 11 INDUSTRIAL BLVD | NEW CASTLE | DE | 19720 | 510265820 | ELECTRICAL CONTRACTOR | DE | N/A | S |
| BUILDING CONTROL SYSTEMS & SERVICE INC | ||||||||
| 4 TERRY DRIVE SUITE 3 | NEWTOWN | PA | 18940 | 232736386 | BUILDING CONTROLS INSTALLATION | PA | N/A | S |
| BURLINGTON ELECTRICAL TESTING CO INC | ||||||||
| 300 CEDAR AVE | CROYDON | PA | 19021 | 232749095 | ELECTRICAL TESTING | PA | N/A | S |
| CONTI ELECTRIC INC | ||||||||
| 6417 CENTER DR | STERLING HEIGHTS | MI | 48312 | 381884765 | ELECTRICAL CONTRACTOR | MI | N/A | S |
| CURRENT SOLUTIONS INC | ||||||||
| 1100 APPLEGROVE SCHOOL RD | WYOMING | DE | 19934 | 510374149 | CONSTRUCTION CONTRACTOR | DE | N/A | S |
| DONALDSON ELECTRIC INC | ||||||||
| 17 ABELIA LANE | NEWARK | DE | 19711 | 510327796 | ELECTRICAL CONSTRUCTION | DE | N/A | S |
| FLEMINGTON INSTRUMENT CO INC | ||||||||
| P O BOX 298 | RINGOES | NJ | 08551 | 222171879 | ELECTRICAL CONTRACTOR | NJ | N/A | S |
| FURNESS ELECTRIC CO INC | ||||||||
| 1604 TODDS LANE P O BOX 1186 | WILMINGTON | DE | 19899 | 510077936 | ELECTRICAL CONSTRUCTION | DE | N/A | S |
| GSM SYSTEMS INC | ||||||||
| 215 E EVENS RD | VIOLA | DE | 19979 | 510338416 | ENGINEERING & CONTRACTING | DE | N/A | S |
| JANVIER ELECTRIC INC | ||||||||
| 740 ELIZABETH LANE | BEAR | DE | 19701 | 260108914 | ELECTRICAL CONTRACTOR | DE | N/A | S |
| NEW RIVER ELECTRICAL CORP | ||||||||
| PO BOX 70 | CLOVERDALE | VA | 24077 | 540562496 | ELECTRICAL CONTRACTOR | VA | N/A | S |
| PROJECT CONTROL SERVICES INC | ||||||||
| 100 MANTUA BOULEVARD | MANTUA | NJ | 08051 | 260384168 | PLANNING | NJ | N/A | S |
| RAY ANGELINI INC | ||||||||
| ATTN LOU SEBASTINI PO BOX 432 BARNS | SEWELL | NJ | 08080 | 222076260 | ELECTRICAL | NJ | N/A | S |
| RGS ELECTRICAL INC | ||||||||
| 895 B NOTTINGHAM RD | ELKTON | MD | 21921 | 201941942 | ELECTRICAL | MD | N/A | S |
| ROGERS-CIPOLLONO ELECTRIC INC | ||||||||
| 499 S WHITE HORSE PIKE | ATCO | NJ | 08004 | 510355889 | ELECTRICAL CONTRACTOR | DE | N/A | S |
| SCALFO ELECTRIC INC | ||||||||
| 3539 NORTH MILL RD | VINELAND | NJ | 08360 | 221837913 | ELECTRICAL CONTRACTOR | NJ | N/A | S |
| SCOTT TESTING INC | ||||||||
| 604 NEW YORK AVE | TRENTON | NJ | 08638 | 223009488 | ELECTRICAL TESTING | NJ | N/A | S |
| GEORGE SPARKS INC | ||||||||
| 11 MONROEVILLE RD | MONROEVILLE | NJ | 08343 | 222293383 | ELECTRICAL CONTRACTOR | NJ | N/A | S |
| TANGENT CABLE SYSTEMS INC | ||||||||
| 3700 WASHINGTON AVENUE | WILMINGTON | DE | 19808 | 510370484 | ELECTRICAL/TELECOMMUNICATIONS | DE | N/A | S |
| TOMEY ELECTRIC INC | ||||||||
| 5430 HANDLEY ROAD | CAMBRIDGE | MD | 21613 | 521926389 | ELECTRICAL CONTRACTOR | MD | N/A | S |
| J J WHITE INC | ||||||||
| 5500 BINGHAM ST | PHILADELPHIA | PA | 19120 | 231216160 | CONTRACTOR | PA | N/A | S |
| AMERICAN ELECTRICAL TESTING CO INC | ||||||||
| PO BOX 538 | WILLOW GROVE | PA | 19090 | CONTRACTOR | PA | N/A | C | |
| ARC ELECTRICAL SERVICES LTD | ||||||||
| 10 CHRISTOPHER CT | CLAYMONT | DE | 19703 | 273427209 | CONTRACTOR | DE | N/A | C |
| CARR & DUFF INC | ||||||||
| 2100 BYBERRY ROAD | HUNTINGDON VALLEY | PA | 19006 | 231569948 | CONTRACTOR | PA | N/A | C |
| CUSHMAN AND WAKEFIELD INC | ||||||||
| ATTN KEVIN WOLF 1290 AVENUE OF THE | NEW YORK | NY | 10104 | 132625361 | CONTRACTOR | NY | N/A | C |
| DECA INCORPORATED | ||||||||
| 6501 HARFORD ROAD | BALTIMORE | MD | 21214 | 520849236 | CONTRACTOR | MD | N/A | C |
| EASTERN SHORE SERVICES INC | ||||||||
| P O BOX 216 | MIDDLETOWN | DE | 19709 | 331104845 | CONTRACTOR | DE | N/A | C |
| HENKELS & MC COY INC | ||||||||
| 985 JOLLY RD | BLUE BELL | PA | 19422 | 231535602 | CONTRACTOR | PA | N/A | C |
| L P HERMAN CO | ||||||||
| 114 KEYSTONE DRIVE | MONTGOMERYVILLE | PA | 18936 | 232494550 | CONTRACTOR | PA | N/A | C |
| IBEW LOCAL UNION 313 | ||||||||
| 814 W BASIN RD | NEW CASTLE | DE | 19720 | 510025597 | CONTRACTOR | DE | N/A | C |
| JW CARRIGAN LLC | ||||||||
| 8 UNION HILL RD STE 100 | CONSHOHOCKEN | PA | 19428 | 800668722 | CONTRACTOR | PA | N/A | C |
| NOOTER CONSTRUCTION CO | ||||||||
| 1500 S SECOND STREET | ST LOUIS | MO | 63104 | 431219718 | CONTRACTOR | MO | N/A | C |
| PREFERRED ELECTRIC INC | ||||||||
| 505 CHURCHMANS RD | NEW CASTLE | DE | 19720 | 510404394 | CONTRACTOR | DE | N/A | C |
| SEAL COAT SUPPLY INC | ||||||||
| 60 TWIN OAKS DR | DOVER | DE | 19904 | 510387718 | CONTRACTOR | DE | N/A | C |
| SHIELDS ELECTRIC INC | ||||||||
| 104 BECKER AVE | WILMINGTON | DE | 19804 | 273051638 | CONTRACTOR | DE | N/A | C |
| SUPERIOR ELECTRIC SERVICE CO | ||||||||
| 36 GERMAY DRIVE | WILMINGTON | DE | 19804 | 510283919 | CONTRACTOR | DE | N/A | C |
| 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 | 1 | 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 | 0 | OtherTransferFromOtherOrg |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | FORM 990, PART VII | ReturnReference |
| Explanation | THE PLAN RECENTLY LEARNED OF THE IRS CLARIFICATION THAT ALL EMPLOYERS CONTRIBUTING TO A VEBA, SUCH AS THE PLAN, ARE TO BE CONSIDERED RELATED ORGANIZATIONS FOR PURPOSES OF REPORTING ON SCHEDULE R TO FORM 990. WHILE THE PLAN HAS MADE A REASONABLE EFFORT TO OBTAIN, GATHER AND PROPERLY REPORT ALL OF THE REQUIRED DATA, CERTAIN OF THE INFORMATION HAS NOT BEEN AVAILABLE OR RECEIVED. ACCORDINGLY, CERTAIN ITEMS ARE NOT REPORTED. THE PLAN WILL CONTINUE TO OBTAIN, GATHER AND PROPERLY REPORT ALL OF THE REQUIRED DATA IN THE FUTURE. IN ADDITION, CERTAIN INFORMATION THAT WAS NOT AVAILABLE BUT WAS CALLED FOR BY THE FORM WAS FILLED IN BASED ON AVAILABLE INFORMATION. FOR EXAMPLE, LEGAL DOMICILE WAS POPULATED BASED ON THE ADDRESS OF THE ORGANIZATION, TYPE OF ENTITY WAS POPULATED AS C FOR C CORPORATION FOR CERTAIN BUSINESSES FOR WHICH THE PLAN DOES NOT HAVE TYPE OF ENTITY. | Explanation |