2022-07-15T11:15:43-05:00 2021-08-31 430765316 RUBINBROWN LLP 1200 MAIN STREET SUITE 1000 KANSAS CITY MO 64105 990 2020-09-01 440569165 INTERNATIONAL BROTHERHOOD OF ELETRL WORKERS HLTH & WLFR FND LOCAL 124 INTE 8169430277 305 E 103RD TERRACE KANSAS CITY MO 64114 KENNETH C BORDENBO MORENO TRUSTEES 8169430277 2022-07-13 1 KENNETH BORDENBO MORENO 999009999 MATTHEW C HALL P01573021 8164721122 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z KENNETH C BORDEN 305 E 103RD TERRACE KANSAS CITY MO 64114 49476961 0 X N/A X 1952 MO SEE SCHEDULE O 6 6 0 6 0 0 0 0 41480436 40594913 1251092 1502663 587117 984246 43318645 43081822 0 0 35992543 39389190 0 0 0 0 0 2681685 2696537 38674228 42085727 4644417 996095 51735206 53905804 333925 712379 51401281 53193425 X SEE SCHEDULE OTO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS OF THE I.B.E.W. LOCAL UNION NO. 124, THEIR DEPENDENTS AND BENEFICIARIES AND CERTAIN NONMEMBER EMPLOYEES OF CONTRIBUTING EMPLOYERS. 0 0 THE PLAN PAYS MEDICAL, DENTAL, VISION, SICKNESS, AND DEATH BENEFITS ON BEHALF OF APPROXIMATLEY 3,000 UNION MEMBERS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 942 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 X KEVIN SMITH 8169430277 305 E 103RD TERRACE KANSAS CITY MO 64114 X X KENNETH C BORDEN CHAIRMAN, TRUSTEE 2.00 X X 0 0 0 BO MORENO SECRETARY, TRUSTEE AS OF 7/31/21 2.00 X X 0 0 0 JOHN FENNESY SECRETARY, TRUSTEE UNTIL 7/31/21 2.00 X X 0 0 0 RUDY CHAVEZ TRUSTEE UNTIL 8/17/21 1.00 X 0 0 0 GREGORY P CIANCIOLO TRUSTEE 1.00 X 0 0 0 TODD HOWERTON TRUSTEE 1.00 X 0 0 0 DONALD G LAFFOON TRUSTEE 1.00 X 0 0 0 MICHAEL QUARLES TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 BLUE CROSS BLUE SHIELD PO BOX 219454 KANSAS CITY MO 64121 ADMINISTRATIVE SERVICES 894309 ARNOLD NEWBOLD SOLLARS AND HOLLINS 1100 MAIN STREET KANSAS CITY MO 64105 LEGAL SERVICES 131684 2 EMPLOYER CONTR. 900099 37014570 37014570 PARTICIPANT CONTR. 900099 3580343 3580343 40594913 1082170 1082170 6815632 6395139 420493 420493 420493 REBATE INCOME 812900 984246 984246 984246 43081822 41579159 0 1502663 39389190 144894 56487 92970 951937 27579 64242 15061 21556 HEALTH PROVIDER FEES 1081625 DATA PROCESSING 140692 BANK CHARGES 24250 POSTAGE 16751 58493 42085727 151666 2248807 2056961 3878974 4698938 5379 13727 327301 327301 0 0 41151626 42467770 3989417 4337883 309337 330525 51735206 53905804 259561 453599 671 73693 258780 333925 712379 X 0 0 0 0 51401281 53193425 51401281 53193425 51735206 53905804 996095 796049 0 X 0 1 X 1 0 327301 327301 0 0 U.S. REAL ESTATE INVESTMENT FUND, LLC 4337883 F 4337883 RECIPROCAL TRANSFERS 258780 258780 43877871 796049 796049 43081822 0 43081822 42085727 0 42085727 0 42085727 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 1612 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 2434 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 6403 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 752 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 201 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 91 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 307 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 1927 0 0 0 13727 FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS OF THE I.B.E.W. LOCAL UNION NO. 124, THEIR DEPENDENTS AND BENEFICIARIES AND CERTAIN NONMEMBER EMPLOYEES OF CONTRIBUTING EMPLOYERS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM, REVIEWED BY THE CONTROLLER, THEN PROVIDED VIA EMAIL TO THE BOARD OF TRUSTEES FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART VII COMPENSATION OF TRUSTEES INTERNATIONAL BROTHERHOOD OF ELETRL WORKERS HLTH & WLFR FND LOCAL 124 DOES NOT COMPENSATE TRUSTEES. COMPENSATION PAID BY RELATED TAX-EXEMPT ORGANIZATIONS TO TRUSTEES IS REPORTED TO THE INTERNAL REVENUE SERVICE ON FORMS 990 FOR THE FOLLOWING ORGANIZATIONS: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 0124 LOCAL EIN: 44-0296395 BO MORENO JOHN FENNESY RUDY CHAVEZ GREG CIANCIOLO TODD HOWERTON NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION INC GREATER KC CHAPTER EIN: 44-0267507 KENNETH C. BORDEN IBEW #124 ANNUITY & 401(K) FUND 305 E 103RD TERRACE KANSAS CITY MO 64114 431269910 EMPLOYEE BENEFITS MO 401(A) 0 IBEW #124 PENSION FUND 305 E 103RD TERRACE KANSAS CITY MO 64114 430817626 EMPLOYEE BENEFITS MO 401(A) 0 IBEW #124 VACATION & HOLIDAY FUND 305 E 103RD TERRACE KANSAS CITY MO 64114 430909522 EMPLOYEE BENEFITS MO 501(C)(9) 0 IBEW #124 ELECTRICAL JOINT APPRENTICESHIP & TRAINING TRUST FUND 305 E 103RD TERRACE KANSAS CITY MO 64114 440517554 TRAINING AND EDUCATION MO 501(C)(5) 0 IBEW #124 - NECA LABOR MGMT COOPERATIVE TRUST FUND 305 E 103RD TERRACE KANSAS CITY MO 64114 436577830 PROMOTE USE OF UNION ELECTRICAL CONTRACTORS MO 501(C)(5) 0 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 0124 LOCAL 301 E 103RD TERRACE KANSAS CITY MO 64114 440296395 CONTRIBUTING EMPLOYER MO 501(C)(5) 0 NATIONAL ELECTRICAL CONTRACTORS ASSOC INC GREATER KC CHAPTER PO BOX 32255 KANSAS CITY MO 64171 440267507 CONTRIBUTING EMPLOYER MO 501(C)(6) 0 AESIR ELECTRIC LLC ARC ELECTRIC LLC ASB CONTROLS LLC COVER ELECTRIC LLC DORSEY ELECTRIC LLC DYE ELECTRIC LLC ENCON SERVICES LLC GRE ELECTRIC LLC JDW ELECTRIC LLC KOMAN ADVANTAGE LLC MD ELECTRIC LLC OHR ELECTRIC LLC O'NEAL INDUSTRIAL ELECTRIC LLC P1 CONSTRUCTION LLC P1 SERVICE LLC PARSONS ELECTRIC LLC PRECISE ELECTRIC LLC RIVER ELECTRIC LLC VAZQUEZ COMM CONTR LLC OFFICE VISION ELECRIC LLC AC CONTROLS MFG CO ALL CURRENT ELECTRIC ALPHA ENERGY & ELECTRIC INC AMERICAN LEGACY CONST GROUP AMERICAN SECURITY CONTRACTORS ARNWINE ELECTRIC CO AZCO INC BALES-LANG ELEC CO INC BLACK & MCDONALD BLACK & MCDONALD ELECTRIC ALUM CACHE VALLEY ELECTRIC COMPANY CAPITAL ELECTRIC CITADEL ELECTRIC GROUP INC CITYWIDE ELECTRIC INC CLAYCO ELECTRIC COMPANY COLTRANE SYSTEMS CONNECT ELECTRIC COMPANY INC CONTROL SERVICE CO INC CORE ELECTRIC COVER ELECTRIC DL SMITH ELECTRICAL CONST DATA LINK INC DAYSPRING ELECTRIC DECKER ELECTRIC DL SMITH ELECTRICAL CONST DMR SERVICES INC DURKIN EQUIPMENT CO INC ELEC CORP OF AMERICA ELECTRICAL CONTRACTORS INC ELECTRICAL CORP OF AMERICA EMPIRE ELECTRIC SERVICES ENERFAB INC ENERGIZE ELECTRONICS INC FREEDOM ELECTRIC PROFESSIONALS FREEDOM ELECTRIC SERVICE ALUMN FREEDOM ELECTRIC SERVICES INC GREEN WAVE TECHNOLOGY INC HANENKAMP ELECTRIC COMPANY HEARTLAND ELECTRICAL CORP HUNT ELECTRIC CORPORATION INDEPENDENT ELECTRIC MACHINERY INFINITE ENERGY CONST INC J VANGEL ELECTRIC INC JACKSON COUNTY ELECTRICIANS KAISER ELECTRIC OF CENTRAL MIS KAISER ELECTRICAL CONTRACTORS KANSAS CITY CHAPTER NECA KANSAS CITY INDUSTRIAL CONTROL KC SERVICE KLA LABORATORIES INC KLEMP ELECTRIC MACHINERY CO LAN-TEL COMMUNICATION SERVICES LYNCH ELECTRICAL INC MARK ONE ELECT CO INC MAX ELECTRIC INC MERRILL INDUSTRIAL ELECTRIC CO MEYER ELECTRIC CO MIDWEST ELECTRIC & SOLAR MISSOURI ELECTRIC INC NORTH KANSAS CITY ELECTRIC CO P1 CONSTRUCTION ALUMNI P1 GROUP INC P1 SERVICE ALUMNI PINNACLE ELECTRIC PNEUMATIC SYSTEMS INSTALL INC PRO ELECTRIC LC PROGRESSIVE ELECTRONICS R F FISHER ELECT R L YATES ELECTR CONSTR RITEWAY MAINTENANCE & SUPPLY RIVER ELECTRIC NON BARGAINING RS ELECTRIC CORPORATION SACHS ELECTRIC COMPANY SCHNEIDER ELECTRIC OF JEFFERSO SHAW ELECTRIC COMPANY SHELLEY ELECTRIC INC STACO ELECTRIC CO STATE GRP INDUSTRIAL(USA)LTD SUPERIOR ELECTRIC CONST TRI-CITY COMPANY OF IOWA WALDINGER CORP APP REPAIR WALDINGER ELECTRIC WHAT EVER IT TAKES ELECTRICAL YATES ELECTRIC CO INC ZELLER ELECTRIC INC 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0