2011-03-04T11:16:10-08:00 2010-04-30 RAFALSKE & LAYNE LLP 2186 VICTORY PARKWAY CINCINNATI OH 45206 990 2009-05-01 310782819 LOCAL 212 IBEW HEALTH & WELFARE TRUST FUND LOCA 5138614800 5179 FISHWICK DRIVE CINCINNATI OH 45216 RITA MCLUCAS 5138614800 2011-03-04 RAFALSKE LAYNE 5138611686 X 2009 2016-02-24 21:20:13Z RITA MCLUCAS 5179 FISHWICK DR 103 CINCINNATI OH 45216 17521799 false X N/A X 1973 OH THE MISSION IS TO PROVIDE BENEFITS TO ELIGIBLE PARTICIPANTS OF LOCAL 212, IBEW HEALTH AND WELFARE TRUST FUND. 6 6 52 0 0 0 12675339 10526548 891002 892263 -2253921 3199713 11312420 14618524 0 10688959 10793497 921 88 0 0 1629153 1514502 12319033 12308087 -1006613 2310437 18922933 20375599 5284420 4426650 13638513 15948949 THE MISSION IS TO PROVIDE BENEFITS false false 12308087 THE ORGANIZATION PROVIDED MEDICAL, PRESCRIPTION DRUG AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS OF LOCAL UNION 212 IBEW. 12308087 false false false false false false false false 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 false false false true 0 0 52 true false false false false false false false false false 6 6 false false false false false true false true true false false true true true true true true true true false X RITA MCLUCAS CEBS 5138614800 5179 FISHWICK DR SUITE 103 CINCINNATI OH 45216 HOWARD MAYERS 1.00 X 0 0 0 TOM LOTT 1.00 X 0 0 0 KEVIN BROXTERMAN 1.00 X 0 0 0 KURT KUBE 1.00 X 0 0 0 RANDY ROTHERT 1.00 X 0 0 0 RICHARD MCDONALD 1.00 X 0 0 0 JAMES WOLFE 1.00 X 0 439 0 439 0 false false false HUMANA HELATH PLAN INC PO BOX 528 CAROL STREAM IL 60132 BENEFIT ADMINISTRATION 637955 CANADA LIFE ASSURANCE CO PO BOX 843141 BOSTON MA 02284 STOP LOSS INSURANCE 337345 2 CONTRACTOR CONTRIBUTIONS 900099 8351640 8351640 SELF PAYMENTS 900099 2174908 2174908 10526548 809055 809055 2986483 2903275 83208 83208 83208 SUBROGATION CLAIMS 900099 53700 53700 UNREALIZED APPRECIATION 900099 2571811 2571811 STOP LOSS PROCEEDS 900099 569484 569484 4718 4718 3199713 14618524 14618524 10793497 10793497 88 88 PPO ADMINSTRATIVE FEES 637955 637955 ADMINISTRATIVE EXPENSES 457357 457357 INSURANCE-STOP LOSS 337345 337345 CLAIMS REVIEW EXPENSES 50958 50958 FED TAX ON DISABILITY 17443 17443 13444 13444 12308087 12308087 1211486 1010553 869773 593230 16243018 17185960 598656 1585856 18922933 20375599 5282524 4426650 1896 5284420 4426650 X 13638513 15948949 13638513 15948949 18922933 20375599 X false true true X false ACCRUED INTEREST INCOME 24966 RECEIVABLES FROM OTHER FUNDS 1148010 OTHER 345910 PREPAID EXPENSES 66970 1585856 14618524 12308087 2310437 -820129 -820129 1490308 14618524 14618524 14618524 13128216 13128216 -820129 -820129 12308087 Pt X THE PLAN HAS NOT TAKEN ANY UNCERTAIN TAX POSITIONS THAT ARE REQUIRE TO BE DISCLOSED IN THE FINANCIAL STATEMENTS. Pt XI Line 8 CHANGE IN CLAIMS PAYABLE CLAIMS PAYABLE AT 4/30/09 $(4,314,526) CLAIMS PAYABLE AT 4/30/10 3,494,397 REDUCTION IN BENEFITS EXPENSE (820,129) Pt XIII Line 4b CLAIMS PAYABLE AT 4/30/09 $(4,314,526) CLAIMS PAYABLE AT 4/30/10 3,494,397 Pt XIII Line 4b REDUCTION IN BENEFITS EXPENSE (820,129) Pt VI-A, Line 7a THE UNION MEMBERS ELECT THREE GOVERNING BODY MEMBERS. THREE OF THE GOVERNING BODY MEMBERS ARE APPOINTED BY THE LOCAL CHAPTER OF NECA. Pt VI-B, Line 11A THE FORM 990 WAS MAILED TO THE ORGANIZATION'S TRUSTEE GOVERNING BODY FOR REVIEW AND COMMENT. PRIOR TO SUBMITTING THE RETURN TO THE INTERNAL REVENUE SERVICE, A REVIEW OF FORM 990 WAS CONDUCTED BY JOHN C LAYNE, CPA (PREPARER OF THE RETURN) WITH THE PLAN ADMINISTRATOR. Pt VI-B, Line 12c THE ORGANIZATION INFORMALLY MONITORS ITS CONFLICTS OF INTEREST POLICY UNDER DIRECTION OF THE GOVERNING BOARD AND THE PLAN ADMINISTRATOR. Pt VI-B, Line 15 NO COMPENSATION IS PAID DIRECTLY BY THE PLAN. ALL COMPENSATION IS PAID THROUGH THE LOCAL UNION NO 212 BENEFIT OFFICE (TIN 23-7345993). THE HEALTH AND WELFARE TRUST FUND IS ALLOCATED ITS RESPECTIVE SHARE OF COMPENSATION AND ADMINISTRATIVE EXPENSES. ALL COMPENSATION IS REPORTED ON W-2 FORMS ISSUED BY THE BENEFIT OFFICE. THE BENEFIT OFFICE IS NOT CONSIDERED A RELATED ORGANIZATION UNDER THE INSTRUCTIONS TO FORM 990.