NEW ORLEANS ELECTRICAL HEALTH AND WELFARE PLAN: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
NEW ORLEANS ELECTRICAL HEALTH AND WELFARE PLAN (EIN 72-0457387)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-10-31
IRS object ID
201343049349301314
Schema version
2012v2.2
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)
Timestamp2013-10-31T03:35:49-00:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1DENNIS G JENKINS CPALLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11690 STONE VILLAGE LN STE 501AddressLine1
CityKENNESAWCity
StateGAState
ZIP Code30152ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN720457387EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1NEW ORLEANS ELECTRICAL HEALTH AND WELFARE FUNDBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlNEWONameControl
Phone6158590131Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 1449AddressLine1
CityGOODLETTSVILLECity
StateTNState
ZIP Code37070ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameCHET HELDName
TitleTRUSTEETitle
Phone6158590131Phone
Date Signed2013-10-31DateSigned
Authorize Third PartyfalseAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameDENNIS G JENKINS CPAName
Phone7704245755Phone
Date Prepared2013-10-31DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

Name Of Principal Officer Business NameOfPrincipalOfficerBusiness

FieldValueIRS element (for citing)
Business Name Line1CLAY LEON IIIBusinessNameLine1

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1P O BOX 1449AddressLine1
CityGOODLETTSVILLECity
StateTNState
ZIP Code37070ZIPCode
FieldValueIRS element (for citing)
Gross Receipts7525913GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501cXOrganization501c
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation1954YearFormation
State Legal DomicileLAStateLegalDomicile
Activity Or Mission DescriptionTO PROVIDE HEALTH INSURANCE TO/FOR ELIGIBLE PARTICIPANTSActivityOrMissionDescription
Nbr Voting Members Governing Body6NbrVotingMembersGoverningBody
Nbr Independent Voting Members0NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Gross UBI0TotalGrossUBI
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year6569921ProgramServiceRevenuePriorYear
Program Service Revenue CY6837122ProgramServiceRevenueCY
Investment Income Prior Year451343InvestmentIncomePriorYear
Investment Income Current Year688791InvestmentIncomeCurrentYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year7021264TotalRevenuePriorYear
Total Revenue Current Year7525913TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year7704357BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY7538281BenefitsPaidToMembersCY
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year692346OtherExpensePriorYear
Other Expenses Current Year481752OtherExpensesCurrentYear
Total Expenses Prior Year8396703TotalExpensesPriorYear
Total Expenses Current Year8020033TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-1375439RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-494120RevenuesLessExpensesCY
Total Assets BOY12187057TotalAssetsBOY
Total Assets EOY11740639TotalAssetsEOY
Total Liabilities BOY4271758TotalLiabilitiesBOY
Total Liabilities EOY128331TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY7915299NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY11612308NetAssetsOrFundBalancesEOY
Mission DescriptionTO PROVIDE HEALTH INSURANCE TO/FOR ELIGIBLE PARTICIPANTSMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense7258090Expense
DescriptionCLAIMS DRUG BENEFIT CLAIM PAYMENTSDescription

Activity2 Activity2

FieldValueIRS element (for citing)
Expense280191Expense
DescriptionPREPFERRED PROVIDER SERVICE FEESDescription
FieldValueIRS element (for citing)
Total Program Service Expense7538281TotalProgramServiceExpense
Described In501 C3falseDescribedIn501C3
Schedule B RequiredfalseScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquipfalseReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With1096605NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Funds To Pay PremiumsfalseFundsToPayPremiums
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members6NbrVotingGoverningBodyMembers
Number Independent Voting Members0NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MemberstrueElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Investment In Joint VenturefalseInvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1SOUTHERN BENEFITS ADMINISTRATOR INCBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number6158590131TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1P O BOS 1449AddressLine1
CityGOODLETTSVILLECity
StateTNState
ZIP Code37070ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (6 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
CHET HELD
TRUSTEE002.00X000
WILLIAM CLARK DAVISS JR
TRUSTEE002.00X000
WILLIAM C ELLIS III
TRUSTEE002.00X000
TOMOTHY F MORAN
TRUSTEE002.00X000
KEVIN FRISCHHERTZ
TRUSTEE002.00X000
CLAY J LEON III
TRUSTEE002.00X000
FieldValueIRS element (for citing)
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
EMPLOYER CONTRIBUTIONS65394056539405
EMPLOYEE CONTRIBUTIONS297717297717
FieldValueIRS element (for citing)
Total Program Service Revenue6837122TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column688791TotalRevenueColumn
Related Or Exempt Function Income688791RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column7525913TotalRevenueColumn
Related Or Exempt Function Income7525913RelatedOrExemptFunctionIncome

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total0Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total7538281Total
Program Services7538281ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total0Total

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total0Total

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total0Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total0Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total0Total

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total45057Total
Management And General45057ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total16500Total
Management And General16500ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Fees For Services Prof FundraisingFeesForServicesProfFundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total35578Total
Management And General35578ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total0Total

Advertising Advertising

FieldValueIRS element (for citing)
Total0Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total1554Total
Management And General1554ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total0Total

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total4358Total
Management And General4358ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total0Total

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total14527Total
Management And General14527ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total0Total

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total0Total

Insurance Insurance

FieldValueIRS element (for citing)
Total13314Total
Management And General13314ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneral
ADMINISTRATIVE FEES230850230850
CONSULTING FEES3714937149
SALARY REIMBURSEMENTS2959729597
PRINTING MAILING94769476

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total43792Total
Management And General43792ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total8020033Total
Program Services7538281ProgramServices
Management And General481752ManagementAndGeneral

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1318608BOY
EOY1599523EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY613370BOY
EOY732590EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY14662BOY
EOY17151EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY10239552BOY
EOY9391375EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY865BOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY12187057BOY
EOY11740639EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY80629BOY
EOY128331EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY4191129BOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY4271758BOY
EOY128331EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY7915299BOY
EOY11612308EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY7915299BOY
EOY11612308EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY12187057BOY
EOY11740639EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-494120ReconcilationRevenueExpenses
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit CommitteetrueAuditCommittee
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Included On FSfalseIncludedOnFS

Other Securities OtherSecurities (2 entries)

DescriptionDescription
Financial derivatives and other financial products
Closely-held equity interests

Other Liabilities OtherLiabilities (4 entries)

DescriptionDescription
Federal income taxes
ESTIMATED INCURRED BUT NOT REPORTED HEALTH CLAIMS PAYABLE
ESTIMATED HOUR BANK LIABILITY
ESTIMATED ELIGIBILITY LAG
FieldValueIRS element (for citing)
Tot Revenue Etc Audited Fincl Stmt7525913TotRevenueEtcAuditedFinclStmt
Revenue Subtotal7525913RevenueSubtotal
Total Revenue Per Form9907525913TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt8020033TotExpensesEtcAuditedFinclStmt
Expenses Subtotal8020033ExpensesSubtotal
Total Expenses Per Form9908020033TotalExpensesPerForm990

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation

FieldValueIRS element (for citing)
ExplanationForm 990 Part VI Section B Line 12 BOARD OF TRUSTEES MEET QUARTERLY AT THAT TIME REVIEW ALL POLICIES IN FORCE THEIR STRICK ADHERENCE TO THEMExplanation

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