INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS-126 HEALTH & WE: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS-126 HEALTH & WE (EIN 23-6395223)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-10-10
IRS object ID
202302839349301215
Schema version
2022v5.0
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)
Return2023-10-10T10:38:48-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611436956PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NOVAK FRANCELLA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line140 MONUMENT RD 5TH FLRAddressLine1Txt
CityBALA CYNWYDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN236395223EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INTERNATIONAL BROTHERHOOD OF ELECTRICALBusinessNameLine1Txt
Business Name Line2WORKERS-126 HEALTH & WELFARE PLANBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlINTEBusinessNameControlTxt
Phone6104891185PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13455 GERMANTOWN PIKEAddressLine1Txt
CityCOLLEGEVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP194261503ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD MUTTIKPersonNm
Person TitleUNION TRUSTEEPersonTitleTxt
Phone6104891185PhoneNum
Signature2023-10-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRICHARDPersonFirstNm
Person LastMUTTIKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLOUIS VERZELLA CPAPreparerPersonNm
PTINP00360279PTIN
Phone6106689400PhoneNum
Preparation2023-10-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRICHARD MUTTIKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13455 GERMANTOWN PIKEAddressLine1Txt
CityCOLLEGEVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP194261503ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$197,281,054GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressIBEW126BENEFITS.COMWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1953FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTO PROVIDE HOSPITALIZATION, SURGICAL, MEDICAL, DENTAL, VISION, PRESCRIPTION DRUG, VACATION, DEATH, ACCIDENTAL DEATH AND DISMEMBERMENT, AND WEEKLY DISABILITY BENEFITS TO ELIGIBLE MEMBERS (AND DEPENDENTS) OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 126.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$52,802,363PYProgramServiceRevenueAmt
CY Program Service Revenue$52,305,406CYProgramServiceRevenueAmt
PY Investment Income$693,807PYInvestmentIncomeAmt
CY Investment Income$760,301CYInvestmentIncomeAmt
PY Other Revenue$18,007PYOtherRevenueAmt
CY Other Revenue$9,786CYOtherRevenueAmt
PY Total Revenue$53,514,177PYTotalRevenueAmt
CY Total Revenue$53,075,493CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$33,350,292PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$35,363,872CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,965,740PYOtherExpensesAmt
CY Other Expenses$2,136,175CYOtherExpensesAmt
PY Total Expenses$35,316,032PYTotalExpensesAmt
CY Total Expenses$37,500,047CYTotalExpensesAmt
PY Revenues Less Expenses$18,198,145PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$15,575,446CYRevenuesLessExpensesAmt
Total Assets BOY$111,996,780TotalAssetsBOYAmt
Total Assets EOY$124,740,980TotalAssetsEOYAmt
Total Liabilities BOY$877,844TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,296,937TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$111,118,936NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$123,444,043NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PROVIDE HOSPITALIZATION, SURGICAL, MEDICAL, DENTAL, VISION, PRESCRIPTION DRUG, VACATION, DEATH, ACCIDENTAL DEATH AND DISMEMBERMENT, AND WEEKLY DISABILITY BENEFITS TO ELIGIBLE MEMBERS (AND DEPENDENTS) OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 126.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDES HOSPITALIZATION, SURGICAL, MEDICAL, DENTAL, VISION, PRESCRIPTION DRUG, DEATH, ACCIDENTAL DEATH AND DISMEMBERMENT, AND WEEKLY DISABILITY BENEFITS TO ELIGIBLE MEMBERS (AND DEPENDENTS) OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 126.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 LiabilitiesYes (1)ReportOtherLiabilitiesInd
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 RequiredYes (1)ScheduleJRequiredInd
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 Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
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 Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
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 Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonRICHARD MUTTIKPersonNm
Phone6104891185PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13455 GERMANTOWN PIKEAddressLine1Txt
CityCOLLEGEVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19426ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
RICHARD MUTTIK
UNION TRUSTEE2.0038.00Yes (X)$0$227,816$80,227
CHRISTOPHER WENTZEL
UNION TRUSTEE2.0038.00Yes (X)$0$188,575$71,758
PATRICK CASEY
UNION TRUSTEE2.00Yes (X)$0$0$0
HARRY MILLER III
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
JEFFERY SCARPELLO
EMPLOYER TRUSTEE2.0040.00Yes (X)$0$517,344$118,566
RANDY ROBERTS
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$933,735TotReportableCompRltdOrgAmt
Total Other Compensation$270,551TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
INDEPENDENCE ADMINISTRATORS
602 OFFICE CENTER DRIVE STE 350FORT WASHINGTONPA19034CLAIMS ADMINSTRATION$918,976
WELLS FARGO BANK
123 S BROAD STREETPHILADELPHIAPA19109INVESTMENT EXPENSES$238,603
TELADOC INC
2 MANHATTANVILLE ROADPURCHASENY10577INSURANCE CONSULTANTS$120,588
LACHER & ASSOCIATES INS AGENCY INC
632 E BROAD STREETSOUDERTONPA18964INSURANCE CONSULTANTS$116,700
AMERIHEALTH
1900 MARKET STREETPHILADELPHIAPA19103CLAIMS ADMINSTRATION$105,424
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$51,539,128$51,539,128
PARTICIPANT CONTRIBUTIONS900099$766,278$766,278
FieldValueIRS element (for citing)
Total Program Service Revenue$52,305,406TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,238,743TotalRevenueColumnAmt
Exclusion$1,238,743ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$143,727,119SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$144,205,561SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$478,442SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$478,442TotalRevenueColumnAmt
Related Or Exempt Func Income-$478,442RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$9,786TotalRevenueColumnAmt
Related Or Exempt Func Income$9,786RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$9,786OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$53,075,493TotalRevenueColumnAmt
Related Or Exempt Func Income$51,836,750RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,238,743ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$35,363,872TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$142,953TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$49,674TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$38,511TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$318,573TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,468,591TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$47,850TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$51,640TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,595TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescFEES MANDATED BY THE ACDesc
Total$13,788TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$37,500,047TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$522,636BOYAmt
EOY$1,235,861EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$16,394,402BOYAmt
EOY$15,460,435EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,071,864BOYAmt
EOY$6,977,144EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$46,330BOYAmt
EOY$97,714EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$88,390,674BOYAmt
EOY$100,457,326EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$570,874BOYAmt
EOY$512,500EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$111,996,780BOYAmt
EOY$124,740,980EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$80,247BOYAmt
EOY$75,781EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$797,597BOYAmt
EOY$1,221,156EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$877,844BOYAmt
EOY$1,296,937EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$111,118,936BOYAmt
EOY$123,444,043EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$111,118,936BOYAmt
EOY$123,444,043EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$111,996,780BOYAmt
EOY$124,740,980EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$15,575,446ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$3,250,339NetUnrlzdGainsLossesInvstAmt
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

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
RECIPROCAL AMOUNTS DUE TO OTHER BENEFIT PLANS$1,090,451
UNEARNED REVENUE SELF PAY CONTRIBUTION REVENUE$130,705
FieldValueIRS element (for citing)
Total Liability$1,221,156TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$49,506,581TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$3,250,339NetUnrealizedGainsInvstAmt
Revenue Not Reported-$3,250,339RevenueNotReportedAmt
Revenue Subtotal$52,756,920RevenueSubtotalAmt
Investment Expenses Not Incld$318,573InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$318,573RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$53,075,493TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$37,181,474TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$37,181,474ExpensesSubtotalAmt
Investment Expenses Not Incld2$318,573InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$318,573ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$37,500,047TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U. S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE FUND.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JEFFERY SCARPELLO
EMPLOYER TRUSTEE$0$513,760$0$0$0$3,584$0$68,500$0$50,066$0$635,910$0$0
RICHARD MUTTIK
UNION TRUSTEE$0$227,816$0$0$0$0$0$57,347$0$22,880$0$308,043$0$0
CHRISTOPHER WENTZEL
UNION TRUSTEE$0$188,575$0$0$0$0$0$48,878$0$22,880$0$260,333$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART V, LINE 2A:IBEW LOCAL 126 HEALTH & WELFARE FUND HAS NO EMPLOYEES. W-2S ARE ISSUED TO PARTICIPANTS THAT RECEIVE DISABILITY BENEFITS.
FORM 990, PART VI, SECTION B, LINE 11BIBEW LOCAL 126 HEALTH & WELFARE FUND'S FORM 990 IS PREPARED BY ITS INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT. THE RETURN IS THEN FORWARDED TO THE TRUSTEES FOR REVEIW AND SIGNATURE.
FORM 990, PART VI, SECTION C, LINE 19UPON REQUEST
FORM 990 PART XII LINE 2CMANAGEMENT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND THE FINANCIAL STATEMENTS, ALONG WITH SELECTION OF THE INDEPENDENT ACCOUNTANT.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
IBEW LOCAL UNION NO 126
3455 GERMANTOWN PIKECOLLEGEVILLEPA19426231302203LABOR UNIONPA501(C)(5)0
IBEW LOCAL UNION NO 126 RETIREMENT PLAN
3455 GERMANTOWN PIKECOLLEGEVILLEPA19426232156093RETIREMENT PLANPA0
IBEW LOCAL UNION NO 126 OSHE
3455 GERMANTOWN PIKECOLLEGEVILLEPA19426231919421SAFETY & TRAINING FUNDPA501(C)(3)0
PENN DEL JERSEY CHAPTER NECA
2003 RENAISSANCE BLVDKING OF PRUSSIAPA19406231279973ASSOCIATION OF EMPLOYERSPA501(C)(6)0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (141 entries)

3 PHASE LINE CONSTRUCTION
4TH DISTRICT IBEW HEALTH LU
AGOSTINO UTILITIES LLC
AJM ELECTRIC INC
ALDRIDGE ELECTRIC INC
AMERICAN ELECTRICAL TESTING
AMERICAN LIGHTING & SIGNALI
ARMOUR & SONS ELECTRIC
ASPLUNDH TREE EXPERT CO
ATLANTIC TRANSFORMER SERVIC
BIG D ELECTRICAL CONTRACTOR
BRONDER TECHNICAL SERVICES
BRUCE & MERRILEES ELEC CO
C3M POWER SYSTEMS LLC
CALIBER FIELD SERVICES INC
CARR & DUFF INC
CCI OF PENNSYLVANIA INC
CJ DRILLING INC
COMMERCIAL LINE & ELECTRICA
D & A GROVE CONSTRUCTION LL
D & D POWER INC
DANELLA POWER SERVICES INC
DIVERGENT ALLIANCE LLC
DYNAMIC UTILITY SOLUTIONS L
EAST COAST ELECTRICAL SERVI
EAST COAST LINES INC
EBE ELECTRIC LLC
EIGHTH DIST ELECT ANNUITY P
EIGHTH DISTRICT ELECTRICAL
ELECTRIC CONDUIT CONSTRUCTI
ELECTRICAL WORKERS INSURANC
ELECTRICAL WORKERS LU NO 26
EMPOWER CONSTRUCTION LLC
ENERGY DRILLING SERVICES LL
ENERGY MAT ALLIANCE LLC
FBS INC
FERREIRA POWER WEST LLC
FIS LLC
FORCE POWER FOUNDATIONS LLC
FRANKART POWER LINE SERVICE
FREQUENCY ELECTRIC CORP
GEOTECHNICAL ENGINEERING &
GM MCCROSSIN INC
GOLDHORN ELECTRICAL CONST
H B FRAZER CO
HARLAN ELECTRIC
HAUGLAND ENERGY GROUP LLC
HENKELS & MC COY INC
HVX EQUIPMENT LLC DBA ROGER
HYDAKER-WHEATLAKE CO
I B ABEL INC
I-80 POWER INC
ICR SERVICE INC
INFRASOURCE CONSTRUCTION LL
INTREN INC
J H HASSINGER
J RANCK ELECTRIC INC
J W DIDADO ELECTRIC INC
JBL ELECTRIC
JET ELECTRICAL TESTING LLC
JUDGE ELECTRICAL INC
KANE COMMUNICATIONS LLC
KUHARCHIK CONSTRUCTIO CORP
LAFATA CONTRACT SERVICES
LEHIGH VALLEY UNDERGROUND
M J ELECTRIC LLC
M TECH SECURITY LLC
MAIN LITE ELECTRIC
MARYLAND ELECTRICIAN SEV AN
MATRIX SERVICE
MD ELEC INDUSTRY PENSION F
MEADE ELECTRIC COMPANY INC
MELCAR LTD
MERUT CONSTRUCTION
METRO TEK ELECTRICAL SERVIC
MICHELS MID-AMERICA
MILLER BROS
MIRARCHI BROTHERS INC
NEAP (FORMALLY NECA - DISTR
NEEW MONEY PURCHASE PLAN &
NEW RIVER ELECTRIC
NEWVILLE ELECTRICAL SERVICE
NG GILBERT
NORTH CENTRAL ELECTRIC INC
NORTH EAST POWER SERVICES I
NORTH LINE UTILITIES
NORTHEAST JT APPR TRAIN
NORTHEASTERN LINE CONSTR C
NORTHLAND LINE LIFE
NXS POWERLINE LLC
O CONNELL ELECTRIC
ONE SOURCE POWER LLC
ORLANDO DIEFENDERFER ELEC
OSHE FUND
PACK POWER SERVICES INC
PAR ELECTRICAL CONTRACTORS
PATRIOT ELECTRICAL TESTING
PMI ENERGY SOLUTIONS LLC
POTOMAC ELECTRICAL SERVICES
POWER COMM
POWER CONTRACTING CO
PRAXEL LINE SERVICES LLC
PRH GROUP LLC
PRIMORIS ELECTRIC INC
PRYSMIAN CABLES AND SYSTEMS
QUALITY LINES INC
RHL COMPANIES INC
RICHARD MELLOW CORP
RICHARDSON AND WAYLAND ELEC
RIGGS DISTLER & CO INC
ROW RESOURCES
RUTKOSKI FENCING CO INC
SARGENT ELECTRIC CO
SCHULTHEIS ELECTRIC TSB INC
SEMPER UTILITIES LLC
SERVICE ELECTRIC COMPANY
SIEBERT ELECTRIC
SOUTHERN ELECTRICAL RETIREM
SPARKS UNIFIED LLC
STRUCTURED CABLE SOLUTIONS
SUPREME INDUSTRIES INC
T P ELECTRIC
TEL-POWER INC
THAYER INVESTMENTS LLC
THOMPSON ELECTRIC
TRUCONTRA POWER LLC
US UTILITY CONTRACTOR CO
UTILITY ADVISORY GROUP LLC
UTILITY LINE SERVICES
VALIANT ENERGY SERVICES LLC
VANALT CO INC
VANTAGE CORP
VEC INC
VECTOR SERVICES
VISION UTILITIES
W A CHESTER INC
WEST SIDE HAMMER
WILLEY CONSTRUCTION LLC
WRIGHT'S ELECTRIC LLC
WYOMING ELECTRIC & SIGNAL I
YATES ELECTRIC LLC
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 Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1IBEW LOCAL UNION NO 126BusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeMTransactionTypeTxt
Involved$142,953InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt

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