INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS-126 HEALTH & WE: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS-126 HEALTH & WE (EIN 23-6395223)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-08-24
IRS object ID
202022379349300947
Schema version
2019v5.1
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)
Return2020-08-24T15:48:38-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Line1ONE PRESIDENTIAL BLVD SUITE 330AddressLine1Txt
CityBALA CYNWYDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-08-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLOUIS VERZELLA CPAPreparerPersonNm
PTINP00360279PTIN
Phone6106689400PhoneNum
Preparation2020-07-29PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address162.211.205.39IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-08-24IPDt
IP Tm15:47:09IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id214E2DE4754F8F73DD572B34B07E6CCBC316F7C9AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-11-19 02:30:22ZBuildTS

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$113,044,251GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressIBEW126BENEFITS.COMWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1953FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTO PROVIDES 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 Independent4VotingMembersIndependentCnt
Total Employee34TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$43,124,418PYProgramServiceRevenueAmt
CY Program Service Revenue$46,233,732CYProgramServiceRevenueAmt
PY Investment Income$630,729PYInvestmentIncomeAmt
CY Investment Income$1,135,059CYInvestmentIncomeAmt
PY Other Revenue$46,657PYOtherRevenueAmt
CY Other Revenue$1,086CYOtherRevenueAmt
PY Total Revenue$43,801,804PYTotalRevenueAmt
CY Total Revenue$47,369,877CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$23,487,479PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$26,171,285CYBenefitsPaidToMembersAmt
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$1,356,114PYOtherExpensesAmt
CY Other Expenses$1,538,198CYOtherExpensesAmt
PY Total Expenses$24,843,593PYTotalExpensesAmt
CY Total Expenses$27,709,483CYTotalExpensesAmt
PY Revenues Less Expenses$18,958,211PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$19,660,394CYRevenuesLessExpensesAmt
Total Assets BOY$52,700,935TotalAssetsBOYAmt
Total Assets EOY$73,962,765TotalAssetsEOYAmt
Total Liabilities BOY$1,439,953TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,760,250TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$51,260,982NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$72,202,515NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PROVIDES 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
Employee34EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
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 Member4IndependentVotingMemberCnt
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$180,089$67,675
CHRISTOPHER WENTZEL
UNION TRUSTEE2.0038.00Yes (X)$0$149,480$61,290
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$503,187$87,873
RANDY ROBERTS
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$832,756TotReportableCompRltdOrgAmt
Total Other Compensation$216,838TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
INDEPENDENCE ADMINISTRATORS
602 OFFICE CENTER DRIVE STE 350FORT WASHINGTONPA19034CLAIMS ADMINSTRATION$711,352
WELLS FARGO BANK
123 S BROAD STREETPHILADELPHIAPA19109INVESTMENT EXPENSES$139,456
LACHER & ASSOCIATES INS AGENCY INC
632 E BROAD STREETSOUDERTONPA18964INSURANCE CONSULTANTS$110,000
AMERIHEALTH
1901 MARKET STREETPHILADELPHIAPA19103CLAIMS ADMINSTRATION$107,210
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$45,319,637$45,319,637
PARTICIPANT CONTRIBUTIONS900099$914,095$914,095
FieldValueIRS element (for citing)
Total Program Service Revenue$46,233,732TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,070,324TotalRevenueColumnAmt
Exclusion$1,070,324ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$65,739,109SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$65,674,374SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$64,735SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$64,735TotalRevenueColumnAmt
Related Or Exempt Func Income$64,735RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$1,086TotalRevenueColumnAmt
Related Or Exempt Func Income$1,086RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,086OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$47,369,877TotalRevenueColumnAmt
Related Or Exempt Func Income$46,299,553RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,070,324ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$26,171,285TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$28,241TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$50,958TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$190,896TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,115,907TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$19,374TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$15,675TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$613TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,797TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
COLLECTIONS AND PROCESS$103,486
FEES MANDATED BY THE AC$10,251

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$27,709,483TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$400,050BOYAmt
EOY$55,780EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$9,497,069BOYAmt
EOY$14,412,049EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,485,523BOYAmt
EOY$5,896,971EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$18,156BOYAmt
EOY$17,264EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$36,355,996BOYAmt
EOY$52,645,310EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$944,141BOYAmt
EOY$935,391EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$52,700,935BOYAmt
EOY$73,962,765EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$44,635BOYAmt
EOY$68,811EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,395,318BOYAmt
EOY$1,691,439EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,439,953BOYAmt
EOY$1,760,250EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$51,260,982BOYAmt
EOY$72,202,515EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$51,260,982BOYAmt
EOY$72,202,515EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$52,700,935BOYAmt
EOY$73,962,765EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$19,660,394ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,281,139NetUnrlzdGainsLossesInvstAmt
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 (3 entries)

DescDescAmtAmt
RECIPROCAL AMOUNTS DUE TO OTHER BENEFIT PLANS$1,379,881
UNEARNED REVENUE SELF PAY CONTRIBUTION REVENUE$148,145
DUE TO RELATED PARTY$163,413
FieldValueIRS element (for citing)
Total Liability$1,691,439TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$48,460,120TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,281,139NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,281,139RevenueNotReportedAmt
Revenue Subtotal$47,178,981RevenueSubtotalAmt
Investment Expenses Not Incld$190,896InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$190,896RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$47,369,877TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$27,518,587TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$27,518,587ExpensesSubtotalAmt
Investment Expenses Not Incld2$190,896InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$190,896ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$27,709,483TotalExpensesPerForm990Amt

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
RICHARD MUTTIK
UNION TRUSTEE$0$180,089$0$0$0$0$0$43,825$0$23,850$0$247,764$0$0
CHRISTOPHER WENTZEL
UNION TRUSTEE$0$149,480$0$0$0$0$0$37,440$0$23,850$0$210,770$0$0
JEFFERY SCARPELLO
EMPLOYER TRUSTEE$0$409,117$0$90,000$0$4,070$0$41,250$0$46,623$0$591,060$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. 34 W-2S WERE ISSUED FOR THE TAXPERIOD ENDING DECEMBER 31, 2019.
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

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 (279 entries)

3 PHASE LINE CONSTRUCTION
A & F ELECTRICAL TESTING INC
ADVANCED FIBER TECHNOLOGIES IN
ALASKA ELECTRICAL
ALASKAN ELEC PENSION PLAN
ALBARELL ELECTRIC
ALDRIDGE ELECTRIC INC
ALL RELIABLE SERVICES INC
ALLAN BRITEWAY ELECTRICAL CONT
AMERICAN BORING INC
AMERICAN ELECTRICAL TESTING
AMERICAN LIGHTING & SIGNALIZAT
AMERICAN TRANSFORMER SERVICES
APPLEGATE INDUSTRIES INC
ARC AMERICAN INC
ARMOUR & SONS
ASPLUNDH CONSTRUCTION CORP
ASPLUNDH TREE EXPERT CO
ATLANTIC COAST COMMUNICATIONS
ATLANTIC STATES TREE EXPERT CO
ATLANTIC TRANSFORMER SERVICE
AUBREY GREEN ELECTRIC
BALDWIN LINE
BATTAGLIA ELECTRIC INC
BBC ELECTRICAL SERVICES
BECK ELECTRIC
BEMIS LLC
BLACK HAWK NEFF
BOB BITER ELECTRICAL ENTERPRIS
BONAVITACOLA ELECTRICAL CONTRA
BRONDER TECHNICAL SERVICES
BRUCE & MERRILEES ELEC CO
BSJ POWER SERVICES
BUCKLEY G-5 CONSTRUCTION LLC
BURLINGTON TESTING
BYARD ELECTRIC
BYARD ELECTRIC SERVICE INC
C3M POWER SYSTEMS LLC
CABLELINKS INC
CALLAGHAN ENTERPRISES
CAMPBELL ELECTRIC INC
CARR & DUFF INC
CASTEEL CORPORATION
CCI OF PENNSYLVANIA INC
CDI SERVICES INC
CENTRAL CONNECTICUT CABLE CO I
CHAPMAN CORPORATION
CHISOM ELECTRICAL
CJ DRILLING INC
COASTAL ELECTRIC & ENV SVCS
COMMERCE SERVICE CORP
COMMERCIAL LINE & ELECTRICAL C
COMMUNICATION CONSTRUCTION GRO
CONSTELECTRICAL SERVICES INC
D & D POWER INC
DAGOSTINO ELECTRONIC SERVICES
DANELLA CONST CORP
DAVEY TREE EXPERT CO
DAVIS ELLIOTT COMPANY
DELAWARE VALLEY HYDROSEEDING
DELTA LINE CONSTRUCTION
DEMETER ELECTRIC
DILLARD SMITH CONSTRUCTION CO
DIXON ELECTRIC
DONALD CRAIG ELEC CO
E-J ELECTRIC T&D LLC
EASTERN REINFORCING INC
ECM ELECTRIC CO INC
EIGHTH DISTRICT ELECTRICAL PEN
ELECTRICAL BUILDERS INC
ELECTRICAL CONTRACTORS ASSOC
ELECTRICAL CONTRACTORS ASSOC&
ENERGY TECH
ENTERPRISE CABLE GROUP INC
EVETS ELECTRIC INC
EZ ELECTRIC
FBS INC
FINAL MILE TECHNOLOGIES
FISCHBACH AND MOORE
FLUOR MAINTENANCE SERVICES
FOX CONTRACTING
FREQUENCY ELECTRIC CORP
FRY ELECTRIC
FUELGRAF ELEC CO
FURNESS ELECTRIC INC
G-5 INDUSTRIES LLC
GARNEY MORRIS INC
GENE METSCHULAT ELECTRICAL CON
GLOBAL FIBER COMSOURCE GROUP L
GLW EROSION CONTROL INC
GOLDHORN ELECTRICAL CONST IN
GRATTAN LINE CONSTRUCTION
GREAT LAKES POWER & PIPE INC
H AND L GROUNDHOG
HB FRAZER CO
HAINES AND KIBBLEHOUSE
HARLAN ELECTRIC
HARRY B MILLER CO INC
HATZEL AND BUEHLER INC
HAUGLAND ENERGY GROUP LLC
HAVERFIELD INTERNATIONAL INC
HAWKEYE LLC
HAZLETT TREE SERVICE
HEALTH & WELFARE IBEW 96
HENKELS & MC COY INC
HEYSER LANDSCAPING INC
HMS CONSTRUCTION INC
HYDE ELECTRIC CORP
I B ABEL INC
INDEPENDENCE COMMUNICATIONS CO
INFRASOURCE CONSTRUCTION LLC
INTREN INC
J F ELECTRIC INC
J G NASCON INC
J H HASSINGER
J J BARNEY CONSTRUCTION INC
J J WHITE
J RANCK ELECTRIC INC
J W DIDADO ELECTRIC INC
J W FOLEY INC
JBL ELECTRIC
JNO BARTON
JOSEPH R METZGER INC
JP HOGAN CORING AND SAWING COR
JUDGE ELECTRICAL INC
KAT SERVICES
KEEGAN ELECTRICAL WIRELESS SER
KENT UTILITIES LLC
KEVCO ELECTRIC INC
KIRBY ELECTRIC INC
KOSER ELECTRIC CO INC
KUHARCHIK CONSTRUCTIO CORP
L & R CONSTRUCTION CO INC
L K COMSTOCK
LE MYERS COMPANY
LAFATA CONTRACT SERVICES
LARRY C MC CRAE INC
LEWIS TREE SERVICE INC
LIGHTNING SERVICES ELECTRIC CO
LINECO BENEFIT FUND--VARIOUS L
LINES UTILITY CONTRACTING
LJ MC CONNELL ELECTRIC
LOMBARDO AND LIPE
M & J ELECTRIC INC
M & M POWERLINE CONSTRUCTION I
M J ELECTRIC LLC
MAHONING AND TRUMBULL BLDG INS
MAIN LITE ELECTRIC
MASS ELECTRIC CONSTRUCTION
MATRIX SERVICE
MC PHEEHAZARD LTD
MCPHEE ELECTRICAL CONTRACTORS
MDRM INDUSTRIES
MELCAR LTD
MENTZELL ELECTRIC INC
MICH UPPER PENINSULA IBEW PENS
MICHELS CORP NOT WORKING
MICHELS MID-AMERICA
MIDASCO INC
MIDWEST ELECTRIC CONTROL SPECI
MIDWEST POWER LINE INC
MILITARY LEAVE CREDITS
MILLER BROS
MILLER CONSTRUCTION COMPANY I
MIRARCHI BROTHERS INC
MITCHELL ELECTRICAL CONTRACTIN
MOHAWK ELECTRIC LLC
MOLETZ ELEC CO
MOORE'S ELECTRICAL CONTRACTING
MORSE ELECTRIC INC
MZI ELECTRIC INC
NEW RIVER ELECTRIC
NEW YORK DRILLING SERVICES INC
NEWVILLE ELETRICAL SERVICES IN
NG GILBERT
NITRO ELECTRIC CO
NM RETIREMENT TRUST FUNDS LOCA
NOOTER CONSTRUCTOIN
NORTH CENTRAL ELECTRIC INC
NORTH HOUSTON POLE LINE
NORTH LINE UTILITIES
NORTHEAST CAISSONS
NORTHEASTERN LINE CONSTR CHPT
NORTHEASTERN LIVE LINE INC
NPS ENERGY SERVICES INC
NUCERO CORP
O CONNELL ELECTRIC
OTS - NJ LLC
ONE SOURCE POWER LLC
ORLANDO DIEFENDERFER ELEC CON
OVERHEAD LINES LLC
OVVID COMMUNICATION CORP
PAR ELECTRICAL CONTRACTORS INC
PENN LINE SERVICE INC
PENNJERDEL CONST CO
PETROCELLI LLC
PIEPERLINE
PMI ENERGY SOLUTIONS LLC
POWER CONTRACTING CO
POWER CONTRACTING INC
POWER OPTECH
PREFERRED ELECTRIC INC
PRYSMIAN CABLES AND SYSTEMS US
QUALITY LINES INC
QUANTUM CROSSINGS LLC
QUEEN CITY ELECTRIC COMPANY
RAPID-REBAR INC
RAUHORN ELECTRIC
RELIABLE TELE COM
REPUBLIC ITS
RICHARDSON AND WAYLAND ELECT
RIGGS DISTLER & CO INC
RITTER CONTRACTING INC
ROCK DRILLING TECH
ROW RESOURCES
RUTKOSKI FENCING CO INC
S AND M CONSTRUCTION CABLE INC
S M ELECTRIC
SARGENT ELECTRIC CO
SCHULTHEIS ELECTRIC TSB INC
SEAWARD CORP
SERCO INC
SERVICE ELECTRIC COMPANY
SHEAR TECH INC
SHEARTECH INC
SIGNORA ELECTRIC CO INC
SKF ELECTRICAL CONTRACTING
SM KARCH LLC
SPE UTILITY CONTRACTORS
STATE ELECTRIC
STRUCTURED CABLE SOLUTIONS INC
SUBSEQUENT ELIGIBILITY
SUMMIT LINE CONSTRUCTION
SUPERIOR ELECTRIC
T P ELECTRIC
T C LLOYD CONST INC
TARENTUM BOROUGH
TECHNA-PRO ELECTRIC INC
TEL POWER NOT WORKING
TEL-POWER INC
THAYER INVESTMENTS LLC
THAYER POWER AND COMMUNICATION
THE CONTRA COSTA CNTY ELEC RET
THE CORE COMPANY
THIRAU LLC
THIRO USA
THOMPSON ELECTRIC
TIDEWATER ELECTRICAL INDUSTRY
TRANSFERRED OUT HOURS - ALL LO
TRANSRAIL CO INC
TREE PRESERVATION CO
TRI-STATE DRILLING INC
UE&C CATALYTIC INC
UNDERGROUND SOLUTIONS MNGMT GR
UNION ELECTRIC CONTRACTING CO
UNITED POWER LINE CONTRACTORS
UNITED WELDING OF BRAINERD INC
UTEC CONSTRUCTORS CORP
UTILITY COLLECTIONS LTD
UTILITY LINE CONSTRUCTION SERV
UTILITY LINE SERVICES
VANALT CO INC
VANTAGE CORP
W G TOMKO INC
W R CASTEEL COMPANY INC
W A CHESTER INC
WARNER TREE SERVICE
WELLINGTON POWER CORP
WELSBACH ELEC CORP
WEST SIDE HAMMER
WFR GROUP
WILLIAMS & MC CRAE INC
WILLIARD ELEC CO
WOODWALKERS ELECTRIC LLC
WV-OHIO VALLEY AREA
WYCL ASSOCIATES INC
WYOMING ELECTRIC & SIGNAL INC
XTREME POWERLINE CONST INC
ZAVALA 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 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$103,486InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt

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