TIDEWATER ELECTRICAL INDUSTRY HEALTH FUND: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
TIDEWATER ELECTRICAL INDUSTRY HEALTH FUND (EIN 54-6052370)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-07-29
IRS object ID
201512109349301131
Schema version
2014v5.0
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)
Return2015-07-29T16:17:41-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN621802605PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DANIELS IRWIN & AYLORBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1223 MADISON STREET SUITE 112AddressLine1Txt
CityMADISONCityNm
State AbbreviationTNStateAbbreviationCd
ZIP371153660ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN546052370EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TIDEWATER ELECTRICAL INDUSTRYBusinessNameLine1Txt
Business Name Line2HEALTH FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlTIDEBusinessNameControlTxt
Phone6158590131PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15305 VIRGINIA BEACH BLVDAddressLine1Txt
CityNORFOLKCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23502ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEG MIDDLETON IIIPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone6158590131PhoneNum
Signature2015-06-16SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOUGLAS A IRWINPreparerPersonNm
PTINP01363756PTIN
Phone6158686008PhoneNum
Preparation2015-07-29PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts$4,259,827GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1962FormationYr
Legal Domicile StateVALegalDomicileStateCd
Activity Or MissionTHE PROVISION OF BENEFITS.ActivityOrMissionDesc
Voting Members Governing Body4VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee7TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$3,090,441PYProgramServiceRevenueAmt
CY Program Service Revenue$3,041,264CYProgramServiceRevenueAmt
PY Investment Income$11,051PYInvestmentIncomeAmt
CY Investment Income$159,046CYInvestmentIncomeAmt
PY Other Revenue$97,144PYOtherRevenueAmt
CY Other Revenue$56,773CYOtherRevenueAmt
PY Total Revenue$3,198,636PYTotalRevenueAmt
CY Total Revenue$3,257,083CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$2,922,796PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$2,767,181CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,309PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,033CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$531,271PYOtherExpensesAmt
CY Other Expenses$549,093CYOtherExpensesAmt
PY Total Expenses$3,455,376PYTotalExpensesAmt
CY Total Expenses$3,317,307CYTotalExpensesAmt
PY Revenues Less Expenses-$256,740PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$60,224CYRevenuesLessExpensesAmt
Total Assets BOY$4,321,548TotalAssetsBOYAmt
Total Assets EOY$4,206,751TotalAssetsEOYAmt
Total Liabilities BOY$1,786,849TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,732,276TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,534,699NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,474,475NetAssetsOrFundBalancesEOYAmt
MissionTHE PROVISION OF BENEFITS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescTHE PROVISION OF HEALTH, DENTAL, VISION, TEMPORARY DISABILITY AND LIFE INSURANCE BENEFITS TO PLAN PARTICIPANTS.Desc
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document282IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee7EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members4GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (true)DelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSOUTHERN BENEFIT ADMINISTRATORSPersonNm
Phone6158590131PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12001 CALDWELL DRIVEAddressLine1Txt
CityGOODLETTSVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37072ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
EG MIDDLETON III
CHAIRMAN2.00Yes (X)$0$0$0
MATTHEW M YONKA
SECRETARY2.00Yes (X)$0$0$0
CHARLES J SAWYER
TRUSTEE2.00Yes (X)$0$0$0
ROBERT M MANN JR
TRUSTEE2.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
SOUTHERN BENEFIT ADMINISTRATORS INC
PO BOX 1449GOODLETTSVILLETN37070ADMINISTRATOR$132,430
CIGNA
1111 MARKET STCHATTANOOGATN37402PPO$131,376
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS$2,751,710$2,751,710
EMPLOYEE CONTRIBUTIONS$289,554$289,554
FieldValueIRS element (for citing)
Total Program Service Revenue$3,041,264TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$133,009TotalRevenueColumnAmt
Exclusion$133,009ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,028,781SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,002,744SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$26,037SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$26,037TotalRevenueColumnAmt
Exclusion$26,037ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEDICARE RETIREE DRUG SUBSIDY$46,791$46,791
CLAIMS REFUNDS$4,356$4,356
SUBROGATION REFUNDS$3,210$3,210

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,416TotalRevenueColumnAmt
Related Or Exempt Func Income$2,416RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$56,773OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,257,083TotalRevenueColumnAmt
Related Or Exempt Func Income$3,098,037RelatedOrExemptFuncIncomeAmt
Exclusion$159,046ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$2,767,181TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,033TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$106,200TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$8,794TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$11,925TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$9,144TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$160,978TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,548TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,498TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$233,225TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
BANK CHARGES$5,939
FIDUCIARY LIABILITY INSUR$4,141
CASE MANAGEMENT FEES$640
BOND EXPENSE$409

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$652TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,317,307TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$240,829BOYAmt
EOY$326,869EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$134,434BOYAmt
EOY$176,062EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$298,627BOYAmt
EOY$338,112EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$9,731BOYAmt
EOY$9,349EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,637,927BOYAmt
EOY$3,356,359EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,321,548BOYAmt
EOY$4,206,751EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$805,476BOYAmt
EOY$723,355EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$981,373BOYAmt
EOY$1,008,921EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,786,849BOYAmt
EOY$1,732,276EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,534,699BOYAmt
EOY$2,474,475EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,534,699BOYAmt
EOY$2,474,475EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,321,548BOYAmt
EOY$4,206,751EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$60,224ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule D IRS990ScheduleD

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescESTIMATED FUTURE BENEFITSDesc
Amt$1,008,921Amt
FieldValueIRS element (for citing)
Total Liability$1,008,921TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$3,257,083TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$3,257,083RevenueSubtotalAmt
Total Revenue Per Form990$3,257,083TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,317,307TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$3,317,307ExpensesSubtotalAmt
Total Expenses Per Form990$3,317,307TotalExpensesPerForm990Amt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 3SOUTHERN BENEFIT ADMINISTRATORS
FORM 990, PAGE 6, PART VI, LINE 7AUNION TRUSTEES ARE APPOINTED TO THE BOARD BY IBEW LOCAL UNION NO. 80 WHILE THE MANAGEMNET TRUSTEES ARE APPOINTED BY THE TIDEWATER DIVISION, VIRGINIA CHAPTER, NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION.
FORM 990, PAGE 6, PART VI, LINE 11BTHE FORM 990 IS REVIEWED AND APPROVED BY THE ENTIRE BOARD OF TRUSTEES. IT IS THEN SIGNED AND FILED.
FORM 990, PAGE 6, PART VI, LINE 12CCONFLICTS OF INTEREST ARE REVIEWED CONTINUALLY AND ANY ISSUES THAT ARISE ARE HANDLED AT REGULAR BOARD MEETINGS.
FORM 990, PAGE 6, PART VI, LINE 15ATHE MEMBERS OF THE BOARD OF TRUSTEES ARE NOT COMPENSATED IN ANY WAY. A THIRD PARTY ADMINISTRATOR WAS HIRED BY THE BOARD OF TRUSTEES TO MANAGE THE FUND AND WAS SELECTED, HAD ITS QUALIFICATIONS REVIEWED AND COMPENSATION DETERMINED BY COMPETITIVE COMPARISON BY THE ENTIRE BOARD OF TRUSTEES.
FORM 990, PAGE 6, PART VI, LINE 15BTHE MEMBERS OF THE BOARD OF TRUSTEES ARE NOT COMPENSATED IN ANY WAY. A THIRD PARTY ADMINISTRATOR WAS HIRED BY THE BOARD OF TRUSTEES TO MANAGE THE FUND AND WAS SELECTED, HAD ITS QUALIFICATIONS REVIEWED AND COMPENSATION DETERMINED BY COMPETITIVE COMPARISON BY THE ENTIRE BOARD OF TRUSTEES.
FORM 990, PAGE 6, PART VI, LINE 19AVAILABLE UPON REQUEST. ALL COMMUNICATIONS CONTAIN REFERENCE TO DOCUMENTS BEING AVAILABLE UPON REQUEST.

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