BETA

IBEW 82 HEALTH AND WELFARE FUND: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
IBEW 82 HEALTH AND WELFARE FUND (EIN 31-6084151)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-13
IRS object ID
202501339349301045
Schema version
2023v6.0
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

FieldValueIRS element (for citing)
Return2025-05-13T08:44:09-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN310800053PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARK SCHAEFER HACKETT & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11656 HENTHORNE DR SUITE 400AddressLine1Txt
CityMAUMEECityNm
State AbbreviationOHStateAbbreviationCd
ZIP43537ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN316084151EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IBEW LOCAL 82 HEALTH & WELFAREBusinessNameLine1Txt
Business Name Line2C/O AMERICAN BENEFIT CORPBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlIBEWBusinessNameControlTxt
Phone8007786118PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13150 US ROUTE 60AddressLine1Txt
CityONACityNm
State AbbreviationWVStateAbbreviationCd
ZIP25545ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJESSICA MORRISONPersonNm
Person TitlePLAN ADMINISTRATORPersonTitleTxt
Phone8007786118PhoneNum
Signature2025-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKRISTI L LEETHPreparerPersonNm
PTINP00182413PTIN
Phone4198412848PhoneNum
Preparation2025-05-09PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJESSICA MORRISONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13150 US ROUTE 60AddressLine1Txt
CityONACityNm
State AbbreviationWVStateAbbreviationCd
ZIP25545ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$40,918,505GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization OtherYes (X)TypeOfOrganizationOtherInd
Other Organization DscEMP BEN PLANOtherOrganizationDsc
Formation1967FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH, PRESCRIPTION AND DEATH BENEFITS TO COVERED MEMBERS, RETIREES AND DEPENDENTS.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers12TotalVolunteersCnt
Total Gross UBI$1,764,024TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$16,392,570PYProgramServiceRevenueAmt
CY Program Service Revenue$17,320,474CYProgramServiceRevenueAmt
PY Investment Income$836,257PYInvestmentIncomeAmt
CY Investment Income$1,764,024CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$17,228,827PYTotalRevenueAmt
CY Total Revenue$19,084,498CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$13,363,161PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$15,988,630CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$5,933CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,236,876PYOtherExpensesAmt
CY Other Expenses$1,359,487CYOtherExpensesAmt
PY Total Expenses$14,600,037PYTotalExpensesAmt
CY Total Expenses$17,354,050CYTotalExpensesAmt
PY Revenues Less Expenses$2,628,790PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,730,448CYRevenuesLessExpensesAmt
Total Assets BOY$33,174,101TotalAssetsBOYAmt
Total Assets EOY$36,581,496TotalAssetsEOYAmt
Total Liabilities BOY$135,861TotalLiabilitiesBOYAmt
Total Liabilities EOY$235,743TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$33,038,240NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$36,345,753NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH, PRESCRIPTION AND DEATH BENEFITS TO COVERED MEMBERS, RETIREES AND DEPENDENTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescPROVIDED SELF FUNDED HEALTH INSURANCE BENEFITS, AS WELL AS FULLY INSURED LIFE AND DISABILITY BENEFITS AND SUPPLEMENTAL MEDICARE COVERAGE TO ELIGIBLE PARTICIPANTS, DEPENDENTS, AND RETIREES OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 82.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document15IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JESSICA MORRISONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3047813921PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13150 US ROUTE 60AddressLine1Txt
CityONACityNm
State AbbreviationWVStateAbbreviationCd
ZIP25545ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtInstitutional TrusteeInstitutionalTrusteeInd
MARK POEPPELMEIER
CHAIRMAN2.00Yes (X)$0$0$0
JACK LOHBECK
SECRETARY2.00Yes (X)$0$0$0
JAMES A FORTKAMP
TRUSTEE2.00Yes (X)$0$0$0
JEFF MCGUFFEY
TRUSTEE2.00Yes (X)$0$0$0
JEROME WELLING
TRUSTEE2.00Yes (X)$0$0$0
SHANNON MAYENSCHEIN
TRUSTEE2.00Yes (X)$0$0$0
CARTER HARRISON
TRUSTEE2.00Yes (X)$0$0$0
WARREN CRAPORT
TRUSTEE2.00Yes (X)$0$0$0
JEFFREY SERRER
ALT. TRUSTEE2.00Yes (X)$0$0$0
JUSTIN WELLING
ALT. TRUSTEE2.00Yes (X)$0$0$0
ANDREW HUDSON
ALT. TRUSTEE2.00Yes (X)$0$0$0
TOM ANDERSON
ALT. TRUSTEE2.00Yes (X)$0$0$0
KEYBANK
INSTITUTIONAL TRUSTEE1.00$5,933$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$5,933TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
SAV-RX PRESCRIPTION SERVICES
224 NORTH PARK AVENUEFREMONTNE68025HEALTH INSURANCE SERVICES$1,459,252
THE UNION LABOR LIFE INSURANCE COMPANY
8406 COLESVILLE RDSILVER SPRINGMD20910HEALTH INSURANCE SERVICES$554,019
AMERICAN BENEFIT CORPORATION
3150 US ROUTE 60ONAWV255459507PLAN MANAGEMENT AND OPERATION$507,169
PRUDENTIAL FINANCIAL
751 BROAD ST PRUDENTIAL PLAZANEWARKNJ07102LIFE INSURANCE SERVICES$224,566
LABOR FIRST
3000 MIDLANTIC DRIVE SUITE 101MOUNT LAURELNJ08054HEALTH INSURANCE SERVICES$216,046
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTION525100$16,730,861$16,730,861
PARTICIPANT CONTRIBUTION525100$589,613$589,613
FieldValueIRS element (for citing)
Total Program Service Revenue$17,320,474TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$956,610TotalRevenueColumnAmt
Unrelated Business Revenue$956,610UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$22,641,421SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$21,834,007SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$807,414SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$807,414TotalRevenueColumnAmt
Unrelated Business Revenue$807,414UnrelatedBusinessRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,084,498TotalRevenueColumnAmt
Related Or Exempt Func Income$17,320,474RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,764,024UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$15,988,630TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$5,933TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$63,010TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$28,998TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$34,234TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$69,000TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$36,701TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$25,049TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
CLAIMS ADMIN FEES$1,047,452
PRINTING$16,120
CASE MANAGEMENT$12,770
MISCELLANEOUS$11,145

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$15,008TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$17,354,050TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$954,434BOYAmt
EOY$416,163EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,080,934BOYAmt
EOY$1,411,860EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,595,309BOYAmt
EOY$2,394,157EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$19,821BOYAmt
EOY$19,821EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$29,523,603BOYAmt
EOY$32,339,495EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$33,174,101BOYAmt
EOY$36,581,496EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$135,861BOYAmt
EOY$235,743EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$135,861BOYAmt
EOY$235,743EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$33,038,240BOYAmt
EOY$36,345,753EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$33,038,240BOYAmt
EOY$36,345,753EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$33,174,101BOYAmt
EOY$36,581,496EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,730,448ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,577,065NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$20,627,329TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,577,065NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,577,065RevenueNotReportedAmt
Revenue Subtotal$19,050,264RevenueSubtotalAmt
Investment Expenses Not Incld$34,234InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$34,234RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$19,084,498TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$17,319,816TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$17,319,816ExpensesSubtotalAmt
Investment Expenses Not Incld2$34,234InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$34,234ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$17,354,050TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE VEBA TRUST FUNDING THE BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE DATED APRIL 11, 2011, STATING THAT THE TRUST IS TAX-EXEMPT UNDER PROVISIONS SUBSEQUENTLY CODIFIED UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN FISCAL 2024 AND 2023 FOR UNRELATED BUSINESS TAXABLE INCOME.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART V, LINE 2ATHE PLAN REPORTS PARTICIPANTS ON FORM W-3 RELATED TO DISABILITY PAYMENTS, WHICH ARE CLASSIFIED AS BENEFIT EXPENSE. THE TRUSTEES UTILIZE A THIRD PARTY ADMINISTRATOR FOR DAILY OPERATIONS OF THE PLAN AS SUCH, THE PLAN HAS NO EMPLOYEES.
FORM 990, PART VI, SECTION A, LINE 2TRUSTEE JEROME WELLING AND ALTERNATE TRUSTEE JUSTIN WELLING HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES TO REVIEW PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CCONFLICTS OF INTEREST ARE DETAILED IN PROHIBITED TRANSACTIONS UNDER ERISA. IN ADDITION, THE PLAN ALSO HAS A SEPERATE POLICY IN PLACE. THE PLAN'S LEGAL COUNSEL CONTINUALLY MONITORS THE PLAN AND ITS TRUSTEES FOR POSSIBLE CONFLICTS OF INTEREST. A MEMBER OF THE PLAN'S LEGAL COUNSEL ATTENDS EACH MEETING OF THE TRUSTEES AND MONITORS ON AN "AS NEEDED" BASIS FOR ACTIVITY THAT COULD GIVE RISE TO POTENTIAL CONFLICTS OF INTEREST.
FORM 990, PART VI, SECTION C, LINE 19THE FORM 5500 IS AVAILABLE TO THE PUBLIC THROUGH FREE ERISA AND THE DEPARTMENT OF LABOR WEBSITES. THE PLAN PROVIDES INFORMATION RETURNS UPON WRITTEN REQUEST. GOVERNING DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.
FORM 990 PART XII LINE 2CTHE ORGANIZATION HAS NOT CHANGED ITS PROCESS FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (66 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
BUTLERWARREN CO ELEC JATC
IBEW LOCAL 648
IBEW LOCAL UNION 82 LOT
IBEW LOCAL UNION NO 82
6550 POE AVENUEDAYTONOH454142527319329975LABOR UNION - SPONSORING ENTITYOH501(C)(5)N/AN/A0
JATC DAYTON
LOCAL 0001
LOCAL 0002
LOCAL 0008
LOCAL 0016
LOCAL 0032 (4TH DISTRICT IBEW)
LOCAL 0038
LOCAL 0058
LOCAL 0099
LOCAL 0104
LOCAL 0124
LOCAL 0129
LOCAL 0134
LOCAL 0145 NECA
LOCAL 0176 H&W FUND
LOCAL 0191
LOCAL 0212
LOCAL 0212 NECA (FMCP)
LOCAL 02420294
LOCAL 0270
LOCAL 0302
LOCAL 0305
LOCAL 0317 (4TH DISTRICT IBEW)
LOCAL 0309
LOCAL 0340
LOCAL 0349 NECA IBEW
LOCAL 0354 8TH DIST
LOCAL 0357
LOCAL 0364
LOCAL 0369
LOCAL 0466 (4TH DISTRICT IBEW)
LOCAL 0474 FMCP
LOCAL 0531
LOCAL 0569 SAN DIEGO
LOCAL 0575 (4TH DISTRICT IBEW)
LOCAL 0606
LOCAL 0611 NECA SW HEALTH
LOCAL 0617
LOCAL 0640
LOCAL 0648 FMCP
LOCAL 0665 MICHIGAN
LOCAL 0668
LOCAL 0683
LOCAL 0683 FMCP
LOCAL 0688
LOCAL 0697
LOCAL 0714
LOCAL 0725
LOCAL 0855
6550 POE AVENUEDAYTONOH454142527311119203PENSION PLANOH501(C)(9)N/AN/A0
LOCAL 0873 NECA-IBEW
LOCAL 0915 H&W FUND
LOCAL 0968 (4TH DISTRICT IBEW)
LOCAL 0972 (4TH DISTRICT IBEW)
LOCAL 1105 (4TH DISTRICT IBEW)
LOCAL 1205
WESTERN OH CHAPTER INC NECA
LOCAL 0026
LOCAL 0252
LOCAL 0481
LOCAL 0948
LOCAL 1249
LOCAL 1426

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (17 entries)

ASIDACO LLC
CHAPEL ELECTRIC CO LLC
CHAPEL ROMANOFF TECHNOLOGIES
CINCY ELECT SOLUTIONS LLC
CLAY'S CONSTRUCTION LLC
GINTER ELECTRICAL CONTRACTORS
HOLLSTEGE ELECTRIC LLC
JACKSON & JACKSON LLC
KASTLE TECHNOLOGIES CO LLC
LEGACY 16 ELECTRIC LLC
MJ ELECTRIC LLC
PATE ELECTRIC SERVICE LLC
RIVER TOWN ELECTRIC LLC
UIS-OHIO LLC
WHALEN ELECTRIC LLC
ZENITH SYSTEMS LLC
ZIMMER INDUSTRIAL LLC

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (58 entries)

ABM ELECTRICAL POWER SOLUTIONS
AMERILECT INC
ARCHIABLE ELECTRIC COMPANY
AXXEL ELECTRIC
AZCO INC
B&J ELECTRICAL CO INC
C & J ELECTRIC INC
CAPITAL ELECTRIC LINE BLDRS
CE POWER SOLUTIONS
COUGAR ELECTRIC
CR MEYER AND SONS
DEBRA-KUEMPEL INC
DELTA ELECTRICAL CONTRACTORS
DPC CONTRACTORS
ELECTRICAL BUILDERS
ELECTRICAL POWER SOLUTIONS
ESI ELECTRICAL CONTRACTORS
ESI ELECTRICAL INC
FE MORAN INC PIRE PROTECTION
FLUOR CONSTRUCTORS INT'L
GERKE ELECTRIC INC
GESELL ELECTRIC INC
GLENWOOD ELECTRIC INC
GULU ELECTRICAL CONTRACTORS
HIGH VOLTAGE MAINTENANCE CORP
HILSCHER-CLARK ELECTRIC CO
HILVERT & POPE ELECTRIC
HYBRID ELECTRICAL SOLUTIONS
INDROLECT COMPANY INC
JUSTICE ELECTRIC INC
KATHMAN EECTRIC CO
LAKE ERIE ELECTRIC INC
MAXWELL LIGHTNING PROTECTION
MAYERS ELECTRIC CO INC
MCGRAWKOKOSING
MJ ADAMS ELECTRICAL CONTRACTORS INC
NEWTRON GROUP
NEWTRON INC
PEC SOLUTIONS
PORTER BROTHERS CONSTRUCTION
POTOMAC TESTING
RIGLING ELECTRIC INC
SECO ELECTRIC
SIDEWINDER ELECTRIC CO INC
SIDNEY ELECTRIC CO INC
STRUCTURED CABLING SYSTEMS LLC
STUDEBAKER ELECTRIC CO
SYNERGY ELEC&MECH SERVICE
TASK FORCE POWER INC
TJ WILLIAMS ELECTRIC CO
TPL TECHNICAL SERVICES
UNITED ELECTRIC CO INC
VEC INC
VOGT ELECTRIC COMPANY
VSF ELECTRICAL CONTRACTING
WHITE FACILITY SERVICES
YORK ELECTRIC INC
ZW TELECOM INC
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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