IBEW 82 HEALTH AND WELFARE FUND: Form 990, tax year 2016
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- Organization
- IBEW 82 HEALTH AND WELFARE FUND (EIN 31-6084151)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-11
- IRS object ID
- 201801319349302215
- Schema version
- 2016v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-11T10:52:46-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310800053 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK SCHAEFER HACKETT & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3166 N Republic Blvd | AddressLine1Txt |
| City | Toledo | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43615 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316084151 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IBEW Local 82 Health & Welfare | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IBEW | BusinessNameControlTxt |
| Phone | 3047813921 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3150 US Route 60 | AddressLine1Txt |
| City | Ona | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25545 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mike Gebhart | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 3047813921 | PhoneNum |
| Signature | 2018-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lee D Wunschel | PreparerPersonNm |
| PTIN | P00088726 | PTIN |
| Phone | 4198412848 | PhoneNum |
| Preparation | 2018-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Mike Gebhart | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3150 US Route 60 | AddressLine1Txt |
| City | Ona | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25545 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,412,018 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | Emp Ben Plan | OtherOrganizationDsc |
| Formation | 1967 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | To provide health, prescription and death benefits to covered members, retirees and dependents. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,468,881 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,864,011 | CYProgramServiceRevenueAmt |
| PY Investment Income | $274,074 | PYInvestmentIncomeAmt |
| CY Investment Income | $420,560 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $9,742,955 | PYTotalRevenueAmt |
| CY Total Revenue | $13,284,571 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $8,541,063 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $9,618,520 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $877,234 | PYOtherExpensesAmt |
| CY Other Expenses | $1,114,808 | CYOtherExpensesAmt |
| PY Total Expenses | $9,418,297 | PYTotalExpensesAmt |
| CY Total Expenses | $10,733,328 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $324,658 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,551,243 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,462,030 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,886,079 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $141,475 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $278,708 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,320,555 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,607,371 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To provide health, prescription and death benefits to covered members, retirees and dependents. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | Provided 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 Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ryan Jones | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3047813921 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3150 US Route 60 | AddressLine1Txt |
| City | Ona | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25545 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Institutional TrusteeInstitutionalTrusteeInd |
|---|---|---|---|---|---|---|
| Jim A Fortkamp | ||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Jack Lohbeck | ||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Greg Gust | ||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Michael Gebhart | ||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Mark Poeppelmeier | ||||||
| Trustee | 2.00 | Yes (X) | $15,273 | $0 | $0 | |
| Jeff McGuffey | ||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Michael Evans | ||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Jerome Welling | ||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KeyBank | ||||||
| Institutional Trustee | 1.00 | $7,204 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $22,477 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SAV-RX Prescription Services | |||||
| 224 North Park Avenue | Fremont | NE | 68025 | Health Insurance Services | $1,413,152 |
| Labor First | |||||
| 3000 Midlantic Drive Suite 101 | Mount Laurel | NJ | 08054 | Health Insurance Services | $434,868 |
| American Benefit Corporation | |||||
| 3150 US Route 60 | Ona | WV | 255459507 | Plan Management and Operation | $420,947 |
| The Union Labor Life Insurance Company | |||||
| 8406 Colesville Rd | Silver Spring | MD | 20910 | Health Insurance Services | $409,997 |
| United HealthCare Services Inc | |||||
| 400 E Business Way Suite 100 | Cincinnati | OH | 45241 | Health Insurance Services | $243,691 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Employer Contribution | 525100 | $12,020,735 | $12,020,735 |
| Participant Contribution | 525100 | $839,407 | $839,407 |
| Retiree Drug Subsidy | 525100 | $2,442 | $2,442 |
| Deliquent Contribution Settlement | 525100 | $1,427 | $1,427 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,864,011 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $308,790 | TotalRevenueColumnAmt |
| Exclusion | $308,790 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,239,217 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,127,447 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $111,770 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $111,770 | TotalRevenueColumnAmt |
| Exclusion | $111,770 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,284,571 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,864,011 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $420,560 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,618,520 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,231 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,286 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,804 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,650 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $525 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,433 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,198 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| Claims Admin Fees | $857,107 |
| Printing | $25,900 |
| Trustee Fees | $15,273 |
| Bank Fees | $10,272 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,129 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,733,328 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $386,859 | BOYAmt |
| EOY | $944,002 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $542,719 | BOYAmt |
| EOY | $1,018,487 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $821,130 | BOYAmt |
| EOY | $1,331,832 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,711,322 | BOYAmt |
| EOY | $15,591,758 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,462,030 | BOYAmt |
| EOY | $18,886,079 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,475 | BOYAmt |
| EOY | $278,708 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,475 | BOYAmt |
| EOY | $278,708 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,320,555 | BOYAmt |
| EOY | $18,607,371 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,320,555 | BOYAmt |
| EOY | $18,607,371 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,462,030 | BOYAmt |
| EOY | $18,886,079 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,551,243 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $773,893 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $961,680 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $14,038,660 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $773,893 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $773,893 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,264,767 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $19,804 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $19,804 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,284,571 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,713,524 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,713,524 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $19,804 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $19,804 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,733,328 | TotalExpensesPerForm990Amt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | The Form 990 is provided to the Board of Trustees to review prior to filing. |
| Form 990, Part VI, Section B, line 12c | Conflicts of interest are detailed in prohibited transactions under ERISA in addition, the Plan also has a separate 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 monitor on an "as needed" basis for activity that could give rise to potential conflicts of interest. |
| Form 990, Part VI, Section C, line 19 | The Plan's Form 990 is available through various websites, such as Guidestar. The Plan would also provide such information returns upon written request. Governing documents are not provided to the public. |
| Form 990, Part XI, line 9: | Assets transferred from IBEW 648 Health & Welfare Fund merger 961,680. |
| Form 990, Part XII, Line 2c: | No changes from prior year. |
| FORM 990, PART V, LINE 2A | The 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (53 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| IBEW Local 82 Defined Benefit Plan | ||||||||||
| 6550 Poe Avenue | Dayton | OH | 454142527 | 316127268 | Pension Plan | OH | 501(c)(9) | N/A | N/A | 0 |
| IBEW Local 82 Defined Contributions Plan | ||||||||||
| 6550 Poe Avenue | Dayton | OH | 454142527 | 311119203 | Pension Plan | OH | 501(c)(9) | N/A | N/A | 0 |
| IBEW Local 82 401 (K) Plan | ||||||||||
| 6550 Poe Avenue | Dayton | OH | 454142527 | 310329975 | Pension Plan | OH | 501(c)(9) | N/A | N/A | 0 |
| IBEW 82 | ||||||||||
| 6550 Poe Avenue | Dayton | OH | 454142527 | 319329975 | Labor Union- Sponsoring Entity | OH | 501(c)(5) | N/A | N/A | 0 |
| BUTLERWARREN CO ELEC JATC | ||||||||||
| CINCINNATI CHAPTER NECA | ||||||||||
| EIGHTH DIST ELECT BENEFIT FD | ||||||||||
| IBEW LOCAL 648 | ||||||||||
| LOCAL 180 | ||||||||||
| LOCAL 191 | ||||||||||
| LOCAL 275 | ||||||||||
| LOCAL 288 | ||||||||||
| LOCAL 302 | ||||||||||
| LOCAL 317 (4TH DISTRICT IBEW) | ||||||||||
| LOCAL 32 (4TH DISTRICT IBEW) | ||||||||||
| LOCAL 445 | ||||||||||
| LOCAL 575 (4TH DISTRICT IBEW) | ||||||||||
| LOCAL 6 SAN FRANSISCO ELEC | ||||||||||
| LOCAL 617 | ||||||||||
| LOCAL 640 | ||||||||||
| LOCAL 649 | ||||||||||
| LOCAL 96 | ||||||||||
| LOCAL UNION 1105 (4TH DIST) | ||||||||||
| LOCAL UNION 124 | ||||||||||
| LOCAL UNION 153 | ||||||||||
| LOCAL UNION 2 | ||||||||||
| LOCAL UNION 212 | ||||||||||
| LOCAL UNION 22 | ||||||||||
| LOCAL UNION 26 | ||||||||||
| LOCAL UNION 305 | ||||||||||
| LOCAL UNION 332 | ||||||||||
| LOCAL UNION 347 | ||||||||||
| LOCAL UNION 351 | ||||||||||
| LOCAL UNION 357 | ||||||||||
| LOCAL UNION 364 | ||||||||||
| LOCAL UNION 369 | ||||||||||
| LOCAL UNION 38 | ||||||||||
| LOCAL UNION 401 ELEC H&W | ||||||||||
| LOCAL UNION 41 | ||||||||||
| LOCAL UNION 428 | ||||||||||
| LOCAL UNION 481 | ||||||||||
| LOCAL UNION 58 | ||||||||||
| LOCAL UNION 584 STHWSTRN H&B | ||||||||||
| LOCAL UNION 595 | ||||||||||
| LOCAL UNION 613 | ||||||||||
| LOCAL UNION 648 | ||||||||||
| LOCAL UNION 683 | ||||||||||
| LOCAL UNION 714 | ||||||||||
| LOCAL UNION 728 H&W | ||||||||||
| LOCAL UNION 8 | ||||||||||
| NECA | ||||||||||
| VETERANS CONSTRUCTION SERVICES | ||||||||||
| WESTERN OH CHAPTER INC NECA | ||||||||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (7 entries)
| CINCY ELECT SOLUTIONS LLC |
| KASTLE TECHNOLOGIES CO LLC |
| MJ ELECTRIC LLC |
| PAFF ELECTRIC LLC |
| PATE ELECTRIC SERVICE LLC |
| WHALEN ELECTRIC LLC |
| ZENITH SYSTEMS LLC |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (61 entries)
| ACPI SYSTEMS INC |
| AMERILECT INC |
| ARCHIABLE ELECTRIC COMPANY |
| AUTOMATED CONTROLS & POWER INC |
| B&J ELECTRICAL CO INC |
| CAPITAL ELECTRIC LINE BLDRS |
| CE POWER SOLUTIONS |
| CHAPEL ELECTRIC CO |
| CHAPEL ROMANOFF TECHNOLOGIES |
| COMPASS ELECTRICAL SOLUTIONS |
| COPP SYSTEMS INTEGRATOR |
| COUGAR ELECTRIC |
| DEBRA-KUEMPEL INC |
| DELTA ELECTRICAL CONTR |
| ELECTRIC PLUS INC |
| ELECTRICAL CERTIFICATION INC |
| ENERFAB POWER & INDUSTRIAL |
| ESI ELECTRICAL INC |
| FLUOR CONSTRUCTORS INT'L |
| GESELL ELECTRIC INC |
| GINTER ELECTRICAL CONTRACTORS |
| GLENWOOD ELECTRIC INC |
| HIGH VOLTAGE MAINTENANCE CORP |
| I&E ELECTRIC INC |
| INDROLECT COMPANY INC |
| INTEGRATED ELEC SOLUTIONS |
| JATC DAYTON |
| JUSTICE ELECTRIC INC |
| KASTLE ELECTRIC CO |
| KATHMAN ELECTRIC CO INC |
| LAKE ERIE ELECTRIC INC |
| MAXWELL LIGHTNING PROTECTION |
| MAYERS ELECTRIC CO INC |
| MCGRAWKOKOSING |
| MJ ADAMS ELECTRICAL CONT |
| POWER SERVICES |
| PRODUCTIVE ELECTRIC INC |
| RAPIER ELECTRIC INC |
| RIGLING ELECTRIC INC |
| SECO ELECTRIC CO INC |
| SIDEWINDER ELECTRIC CO INC |
| SIDNEY ELECTRIC CO INC |
| SOUTHEASTERN ELECTRIC INC |
| SPURLING ELECTRIC CO INC |
| STONE & WEBSTER INC |
| STUDEBAKER ELECTRIC CO |
| SYNERGY ELEC&MECH SERVC |
| TASK FORCE POWER INC |
| THE CALVERT COMPANY |
| TPL TECHNICAL SERVICES |
| TRIAD ELECT CONTRACTORS |
| UNION LIGHTNING PROTECTIN |
| UNITED ELECTRIC CO INC |
| USI INC |
| VIP ELECTRIC COMPANY |
| VEC INC |
| VOGT ELECTRIC COMPANY |
| WAGNER INDUSTRIAL ELEC INC |
| WHITE FACILITY SERVICES |
| YORK ELECTRIC INC |
| ZW TELECOM INC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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