BETA

IBEW 82 HEALTH AND WELFARE FUND: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
IBEW 82 HEALTH AND WELFARE FUND (EIN 31-6084151)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-03-16
IRS object ID
201510779349300706
Schema version
2013v4.0
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)
Return2015-03-16T10:09:37-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN310800053PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARK SCHAEFER HACKETT & COBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110100 INNOVATION DR SUITE 400AddressLine1
CityDAYTONCity
StateOHState
ZIP Code45342ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN316084151EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IBEW LOCAL 82 HEALTH & WELFARE FUNDBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlIBEWBusinessNameControlTxt
Phone3047813921PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1609 THIRD AVE PO BOX 487AddressLine1
CityCHESAPEAKECity
StateOHState
ZIP Code45619ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNICHOLAS COMSTOCKPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3047813921PhoneNum
Signature2015-03-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKEVIN T DAVIS CPAPreparerPersonNm
PTINP00039883PTIN
Phone9372260070PhoneNum
Preparation2015-03-06PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerNICHOLAS COMSTOCKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16650 POE AVEAddressLine1
CityDAYTONCity
StateOHState
ZIP Code454142527ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$14,457,925GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1967FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH, PRESCRIPTION & DEATH BENEFITS TO COVERED MEMBERS, RETIREES & DEPENDENTS.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$1,106,675TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$8,466,259PYProgramServiceRevenueAmt
CY Program Service Revenue$8,076,432CYProgramServiceRevenueAmt
PY Investment Income$540,795PYInvestmentIncomeAmt
CY Investment Income$1,106,675CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$9,007,054PYTotalRevenueAmt
CY Total Revenue$9,183,107CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$7,217,181PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$7,752,649CYBenefitsPaidToMembersAmt
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$767,355PYOtherExpensesAmt
CY Other Expenses$725,702CYOtherExpensesAmt
PY Total Expenses$7,984,536PYTotalExpensesAmt
CY Total Expenses$8,478,351CYTotalExpensesAmt
PY Revenues Less Expenses$1,022,518PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$704,756CYRevenuesLessExpensesAmt
Total Assets BOY$12,496,468TotalAssetsBOYAmt
Total Assets EOY$13,581,968TotalAssetsEOYAmt
Total Liabilities BOY$23,301TotalLiabilitiesBOYAmt
Total Liabilities EOY$89,961TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$12,473,167NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$13,492,007NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH, PRESCRIPTION, AND DEATH BENEFITS TO COVERED MEMBERS, RETIREES, AND DEPENDENTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescPROVIDED SELF FUNDED HEALTH INSURANCE BENEFITS, AS WELL AS FULLY INSURED LIFE AND DISABILITY BENEFITS AND SUPPLEMENTAL MEDICARE COVERAGE TO ELIGIBLE PARTICIPANTS, DEPENDANTS, AND RETIREES OF INTERNATIONAL BROTHERHOOD OF ELECTICAL WORKERS LOCAL 82.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
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
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
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 PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RYAN JONESBusinessNameLine1
FieldValueIRS element (for citing)
Phone3047813921PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1609 THIRD AVE PO BOX 487AddressLine1
CityCHESAPEAKECity
StateOHState
ZIP Code45619ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
DAN NEAL
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
MARK POEPPELMEIER
LABOR TRUSTEE2.00Yes (X)$0$0$0
NICHOLAS COMSTOCK
LABOR TRUSTEE2.00Yes (X)$0$0$0
MICHAEL GEBHART
LABOR TRUSTEE - VICE-CHAIR2.00Yes (X)$0$0$0Yes (X)
JACK LOHBECK
EMPLOYER TRUSTEE - CHAIR2.00Yes (X)$0$0$0Yes (X)
JIM FORTKAMP
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
MIKE EVANS
ALTERNATE TRUSTEE2.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
AMERICAN BENEFIT CORPORATION
3150 US ROUTE 60ONAWV255459507PLAN MANAGEMENT AND OPERATION$287,701
ANTHEM (WELL POINT)
120 MONUMENT CIRCLEINDIANAPOLISIN26204MEDICAL NETWORK FEES$248,127
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIB525100$6,970,912$6,970,912
PARTICIPANT CONTRIB525100$985,325$985,325
RETIREE DRUG SUBSIDY525100$120,195$120,195
FieldValueIRS element (for citing)
Total Program Service Revenue$8,076,432TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$303,036TotalRevenueColumnAmt
Unrelated Business Revenue$303,036UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$6,078,457SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$5,274,818SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$803,639SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$803,639TotalRevenueColumnAmt
Unrelated Business Revenue$803,639UnrelatedBusinessRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,183,107TotalRevenueColumnAmt
Related Or Exempt Func Income$8,076,432RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,106,675UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$7,752,649TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$44,767TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$21,008TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$21,072TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$49,000TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$7,060TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$10,544TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$10,200TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
CLAIMS ADMIN FEES$535,828
FIDELITY BOND$2,777
DATA PROCESSING$2,180
OFFICE OPERATIONS$946

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$20,320TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$8,478,351TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,430,715BOYAmt
EOY$1,577,617EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$809,380BOYAmt
EOY$762,545EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$44,212BOYAmt
EOY$45,094EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$10,212,161BOYAmt
EOY$11,196,712EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$12,496,468BOYAmt
EOY$13,581,968EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$23,301BOYAmt
EOY$89,961EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$23,301BOYAmt
EOY$89,961EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

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

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

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

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$12,473,167BOYAmt
EOY$13,492,007EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,473,167BOYAmt
EOY$13,492,007EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,496,468BOYAmt
EOY$13,581,968EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$704,756ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$314,084NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$9,476,119TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$314,084NetUnrealizedGainsInvstAmt
Revenue Not Reported$314,084RevenueNotReportedAmt
Revenue Subtotal$9,162,035RevenueSubtotalAmt
Investment Expenses Not Incld$21,072InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$21,072RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$9,183,107TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$8,457,279TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$8,457,279ExpensesSubtotalAmt
Investment Expenses Not Incld2$21,072InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$21,072ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$8,478,351TotalExpensesPerForm990Amt

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 PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JUNE 30, 2014, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS ENDED PRIOR TO JUNE 30, 2011.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES TO REVIEW PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 15:THE TRUSTEES HAVE RETAINED A THIRD PARTY ADMINISTRATOR (TPA) TO MANAGE THE DAILY OPERATIONS OF THE PLAN. THE TPA WAS SELECTED THROUGH A PROPOSAL PROCESS WHICH INCLUDED OTHER QUALIFIED PROVIDERS OF SUCH SERVICES. THE TRUSTEES CONTINUALLY MONITOR THE SERVICE LEVELS AND FEES OF THE CONTRACT ADMINISTRATOR. AS A CONTRACT ADMINISTRATOR IS UTILIZED, THE PLAN DOES NOT HAVE ANY EMPLOYEES.
FORM 990, PART VI, SECTION B, LINE 12CCONFLICTS 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 MONITORS ON AN "AS NEEDED" BASIS FOR ACTIVITY THAT COULD GIVE RISE TO POTENTIAL CONFLICTS OF INTEREST.
FORM 990, PART VI, SECTION C, LINE 19THE PLAN'S FORM 990 IS AVAILABLE THROUGH VARIOUS WEBSITES, SUCH AS GUIDESTAR AND THE FORM 5500 IS AVAILABLE TO THE PUBLIC THROUGH FREEERISA AND THE DEPARTMENT OF LABOR WEBSITES. THE PLAN WOULD ALSO PROVIDE SUCH INFORMATION RETURNS UPON WRITTEN REQUEST. GOVERNING DOCUMENTS ARE NOT PROVIDED TO THE PUBLIC.
FORM 990, PART XI, LINE 2C:THE PLAN'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSIGHT OF THE ANNUAL AUDIT OF ITS FINANCIAL STATEMENTS. THERE HAVE BEEN NO CHANGES IN OVERSIGHT PROCEDURES FROM THE PRIOR YEAR.
FORM 990, PART I, LINE 5 & PART V, LINE 2A:THE PLAN REPORTS PARTICIPANTS ON FORM W-3 RELATED TO DISABILITY PAYMENTS, WHICH ARE CLASSIFIED AS BENEFITS 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 (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
IBEW LOCAL 82 DEFINED BENEFIT PLAN
6550 POE AVENUEDAYTONOH454142527316127268PENSION PLANOH501(C)(9)N/AN/A0
IBEW LOCAL 82 DEFINED CONTRIBUTIONS PLAN
6550 POE AVENUEDAYTONOH454142527311119203PENSION PLANOH501(C)(9)N/AN/A0
IBEW LOCAL 82 401(K) PLAN
6550 POE AVENUEDAYTONOH454142527310329975PENSION PLANOH501(C)(9)N/AN/A0
IBEW #82
6550 POE AVENUEDAYTONOH454142527319329975LABOR UNION - SPONSORING ENTITYOH501(C)(5)N/AN/A0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (29 entries)

AUTOMATED CONTROLS & POWER
BRIGHT STREET
CAPITAL ELECTRIC
CE POWER
CHAPEL ELECTRIC
COPP SYSTEMS INTEGRATOR
COUGAR ELECTRIC
DEBRA-KUEMPEL
DEC LLC
DELTA ELECTRICAL
EIGHTH DISTRICT
ESI ELECTRICAL CONTRACTORS
HIGH VOLTAGE MAINTENANCE
JATC
JUSTICE ELECTRIC
KASTLE ELECTRIC CO
LAKE ERIE ELECTRIC INC
MAXWELL LIGHTING PROTECTION
MID CITY ELECTRIC CO
MUTUAL ELECTRIC COMPANY
NAMVET
POWER SERVICES
PRODUCTIVE ELECTRIC INC
SIDNEY ELECTRIC CO INC
SPURLING ELECTRIC CO INC
STUDABAKER ELECTRIC CO
TRIAD ELECTRICAL CONT
WAGNER INDUSTRIAL ELEC
YORK ELECRIC 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 Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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