KERN COUNTY ELECTRICAL HEALTH AND WELFARE FUND: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- KERN COUNTY ELECTRICAL HEALTH AND WELFARE FUND (EIN 95-6053542)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-12
- IRS object ID
- 201343169349303284
- Schema version
- 2012v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-12T10:33:23-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952556670 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD KOTKIN AND COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 533 S FREMONT AVENUE SUITE 802 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90071 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956053542 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERN COUNTY ELECTRICAL WORKERS | BusinessNameLine1 |
| Business Name Line2 | HEALTH AND WELFARE TRUST | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KERN | NameControl |
| Phone | 6613259471 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3805 SILLECT AVENUE NO B | AddressLine1 |
| City | BAKERSFIELD | City |
| State | CA | State |
| ZIP Code | 93308 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES A CHILKO | Name |
| Title | TRUSTEE | Title |
| Phone | 6613259471 | Phone |
| Date Signed | 2013-11-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01406987 | PTIN |
| Phone | 2138929090 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAMES A CHILKO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3805 SILLECT AVENUE | AddressLine1 |
| City | BAKERSFIELD | City |
| State | CA | State |
| ZIP Code | 93308 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5964005 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.WIREMAN.COM | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1978 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE HEALTH BENEFITS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5416477 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5920698 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 49701 | InvestmentIncomePriorYear |
| Investment Income Current Year | 43307 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5466178 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5964005 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 5369441 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 6403440 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 192175 | OtherExpensePriorYear |
| Other Expenses Current Year | 225603 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5561616 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6629043 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -95438 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -665038 | RevenuesLessExpensesCY |
| Total Assets BOY | 4092925 | TotalAssetsBOY |
| Total Assets EOY | 4208682 | TotalAssetsEOY |
| Total Liabilities BOY | 2092737 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2854438 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2000188 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1354244 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE HEALTH BENEFITS TO UNION MEMBERS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | PROVIDE HEALTH, DENTAL, LIFE AND DISABILITY INSURANCE FOR APPROXIMATELY 400 PLAN PARTICIPANTS | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6403440 | Expense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 6403440 | TotalProgramServiceExpense |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONSTRUCTION BENEFITS ADMINISTRATOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6613259471 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3805 SILLECT AVENUE SUITE B | AddressLine1 |
| City | BAKERSFIELD | City |
| State | CA | State |
| ZIP Code | 93308 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (6 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per Week RelatedAverageHoursPerWeekRelated |
|---|---|---|---|---|---|---|
| JAMES CHILKO | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| PAUL WHITE | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| CARL JARRETT | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| JAMES ELROD | ||||||
| TRUSTEE | 2.00 | X | 0 | 95773 | 16435 | 40.00 |
| DANIEL J KANE | ||||||
| TRUSTEE | 2.00 | X | 0 | 106868 | 15779 | 40.00 |
| BRIAN HOLT | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | 40.00 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 202641 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 32214 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | 5434728 | 5434728 |
| SELF PAY PREMIUMS | 900099 | 480142 | 480142 |
| LIQUIDATED DAMAGES | 900099 | 5828 | 5828 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5920698 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 43307 | TotalRevenueColumn |
| Related Or Exempt Function Income | 43307 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5964005 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5964005 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6403440 | Total |
| Program Services | 6403440 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113087 | Total |
| Management And General | 113087 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22997 | Total |
| Management And General | 22997 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14403 | Total |
| Management And General | 14403 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58500 | Total |
| Management And General | 58500 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42 | Total |
| Management And General | 42 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2180 | Total |
| Management And General | 2180 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 255 | Total |
| Management And General | 255 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14139 | Total |
| Management And General | 14139 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6629043 | Total |
| Program Services | 6403440 | ProgramServices |
| Management And General | 225603 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 36920 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3516229 | BOY |
| EOY | 3303450 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 506630 | BOY |
| EOY | 802097 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10576 | BOY |
| EOY | 8118 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38955 | BOY |
| EOY | 38870 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20535 | BOY |
| EOY | 19227 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4092925 | BOY |
| EOY | 4208682 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60698 | BOY |
| EOY | 474410 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2032039 | BOY |
| EOY | 2380028 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2092737 | BOY |
| EOY | 2854438 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2000188 | BOY |
| EOY | 1354244 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2000188 | BOY |
| EOY | 1354244 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4092925 | BOY |
| EOY | 4208682 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -665038 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 19094 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| GROUP MEDICAL INSURANCE PREMIUMS | $939,428 |
| ESTIMATED FUTURE BENEFITS BASED ON PARTICIPANTS RESERVE HOURS | $1,440,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2380028 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 5983099 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 19094 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 19094 | RevenueNotRptdF990 |
| Revenue Subtotal | 5964005 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5964005 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6281054 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 2032039 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 2032039 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4249015 | ExpensesSubtotal |
| Other Expenses Not Included | 2380028 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2380028 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 6629043 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | ACCOUNTING 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(ASSET)IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE OR FRANCHISE TAX BOARD. 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 EXAMINATION FOR YEAR'S PRIOR TO 2008. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | BENEFIT OBLIGATIONS AT DECEMBER 31, 2011 2,032,039. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | BENEFIT OBLIGATIONS AT DECEMBER 31, 2012 2,380,028. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATIONS MANAGEMENT DUTIES, INCLUDE ACCOUNTING FUNCTIONS AND PAYMENTS OF MEDICAL BENEFITS TO VARIOUS PROVIDERS ARE THROUGH CONSTRUCTION BENEFITS ADMINISTRATION, INC. | |
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO COMMITTEES. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE COPY OF THE 990 IS PROVIDED TO THE TRUST ADMINISTRATOR FOR REVIEW AND SIGNATURE. | |
| FORM 990, PART VI, SECTION B, LINE 12C | TRUSTEES REQUIRED TO SIGN-OFF A MONITOR POLICY, WHICH REQUIRES THEM TO REVEAL ANY CONFLICTS OF INTEREST WHICH MAY HAVE OCCURRED DURING THE YEAR. | |
| FORM 990, PART VI, SECTION C, LINE 18 | THE FORM IS AVAILABLE AT THE TRUST OFFICE. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE TRUST OFFICE TO THE PUBLIC. | |
| FORM 990, PART XI, LINE 9: | NET UNREALIZED APPRECIATION 19,094. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE REVIEW PROCESS REGARDING FORM 990 HAS NOT CHANGED FROM THE PRIOR YEAR. | REVIEW PROCESS |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|
| KERN COUNTY ELECTRICAL WORKERS PENSION TRUST | ||||||||
| 3805 SILLECT AVENUE STE B | BAKERSFIELD | CA | 93308 | 956123049 | TO PROVIDE PENSION BENEFIT TO ELIGIBLE ELECTRICAL WORKERS RETIREES. | CA | 501(A) | 0 |
| KERN COUNTY ELECTRICAL WORKERS JOURNEYMAN & APPRENTICE | ||||||||
| 3805 SILLECT AVENUE STE B | BAKERSFIELD | CA | 93308 | 956053541 | TO PROVIDE EDUCATION AND TRAINING. | CA | 501(C)(5) | 0 |
| KERN COUNTY ELECTRICAL WORKERS LOCAL UNION 428 | ||||||||
| 3921 SILLECT AVENUE | BAKERSFIELD | CA | 93308 | 950865964 | TO PROVIDE MEMBERS WITH SECURITY AND PROTECTION IN THE WORK ENVIRONMENT | CA | 501(C)(5) | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (44 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| CONSTRUCTION BENEFITS ADMINISTRATION INC | |||||||||
| 3805 SILLECT AVENUE SUITE B | BAKERSFIELD | CA | 93308 | 953142450 | PROVIDE ADMINISTRATIVE FUNCTIONS | CA | NONE | C | 0 |
| ABS ELECTRIC | |||||||||
| 1015 30TH STREET | BAKERSFIELD | CA | 93301 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 | |
| A-C ELECTRIC | |||||||||
| PO BOX 81977 | BAKERSFIELD | CA | 93380 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 | |
| ADAMSON ELECTRIC | |||||||||
| 3229 UNICORN ROAD | BAKERSFIELD | CA | 93308 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 | |
| BRONCO ELECTRIC INC | |||||||||
| 938 S ANDREASEN DRIVE | ESCONDIDO | CA | 92029 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 | |
| AJ CONSULTING GROUP | |||||||||
| PO BOX 330 | TEHACAPI | CA | 93581 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 | |
| CONTRA COSTA | |||||||||
| 825 HOWE ROAD | MARTINEZ | CA | 94553 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 | |
| D&S ELECTRIC | |||||||||
| 1009 SUSSEX CIRCLE | BAKERSFIELD | CA | 93301 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 | |
| DACON CALIFORNIA | |||||||||
| PO BOX 1300 | DEER PARK | TX | 77536 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 | |
| ALL DAY ELECTRIC | |||||||||
| 2600 COMMERCENTRE DRIVE | LAKE FOREST | CA | 92630 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 | |
| DELTA ELECTRIC | |||||||||
| 16001 MARTY AVE | BAKERSFIELD | CA | 93312 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 | |
| CURTIS ELECRICAL | |||||||||
| 3310 ARROW STREET | BAKERSFIELD | CA | 93308 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 | |
| BAKER ELECTRIC | |||||||||
| 1298 PACIFIC OAKS | ESCONDIDO | CA | 92029 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 | |
| ELECTRICAL POWER SERVICES | |||||||||
| PO BOX 80055 | BAKERSFIELD | CA | 93380 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 | |
| CSI ELECTRICAL CONTRACTORS | |||||||||
| PO BOX 2887 | SANTA FE SPRINGS | CA | 90670 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 | |
| GOLD COAST ELECTRIC | |||||||||
| 12422 JOMANI ROAD | BAKERSFIELD | CA | 93312 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 | |
| BECHTEL | |||||||||
| 12011 SUNSET HILLS ROAD | RESTON | VA | 20190 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 | |
| HALL ELECTRIC | |||||||||
| 5954 STATE ROAD | BAKERSFIELD | CA | 93308 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 | |
| HOT LINE CONSTRUCTION | |||||||||
| PO BOX 400 | BYRON | CA | 94514 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 | |
| CAM CONTRACTORS | |||||||||
| 938 ANDREASEN DRIVE | ESCONDIDO | CA | 92029 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 | |
| INDUSTRIAL CONTROLS GROUP | |||||||||
| PO BOX 21085 | BAKERSFIELD | CA | 93390 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 | |
| JARRETT ELECTRIC | |||||||||
| 3321 N SILLECT AVE | BAKERSFIELD | CA | 93308 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 | |
| AKER KVAERNER SONGER | |||||||||
| 701 TECHNOLOGY | CANONSBURG | PA | 15317 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 | |
| LOOP ELECTRIC | |||||||||
| 7040 DOWNING AVE | BAKERSFIELD | CA | 93308 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 | |
| LIBERTY ENERGY | |||||||||
| 11110 OAKTRAIL COURT | BAKERSFIELD | CA | 93312 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 | |
| MGW ELECTRIC | |||||||||
| 4100 EASTON DRIVE | BAKERSFIELD | CA | 93309 | 770322798 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 |
| PAR ELECTRICAL CONTRACTORS | |||||||||
| 4770 N BELEVIEW AVE | KANSAS CITY | MO | 64116 | 440591890 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 |
| PREFERRED POWER SOLUTIONS | |||||||||
| 4100 EASTON DRIVE | BAKERSFIELD | CA | 93309 | 451474665 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 |
| ELDRIDGE ELECTRIC & SON | |||||||||
| 380 MAIN STREET | BISHOP | CA | 93514 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 | |
| ROSENDINE ELECTRIC CO | |||||||||
| PO BOX 49070 | SAN JOSE | CA | 95150 | 942624078 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 |
| SERVI-TECH CONTROLS | |||||||||
| 2480 SO CHERRY AVE | FRESNO | CA | 93706 | 942624078 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 |
| ELEANOR BELCO ELECTRIC | |||||||||
| 4331 SCHAEFER | CHINO | CA | 91710 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 | |
| SMITH ELECTRIC SERVICE | |||||||||
| 1340 W BETTERA | SANTA MARIA | CA | 93455 | 953672684 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 |
| TES | |||||||||
| 5306 ALDRIN COURT | BAKERSFIELD | CA | 93309 | 941131197 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 |
| TTR SUBSTATIONS | |||||||||
| 3349 W BELMONT | FRESNO | CA | 93722 | 550833005 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 |
| TAFT ELECTRIC | |||||||||
| 1694 EASTMAN AVE | VENTURA | CA | 93303 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 | |
| THOMA ELECTRIC | |||||||||
| 3562 EMPLEO STREET | SAN LUIS OBISPO | CA | 93401 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 | |
| VMAX ELECTRIC | |||||||||
| 7812 FRUITVALE AVE | BAKERSFIELD | CA | 93308 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 | |
| INTERMOUNTAIN ELECTRIC | |||||||||
| 5050 SAGE STREET | DENVER | CO | 80221 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 | |
| JC ELECTRIC | |||||||||
| 9312 SROOKSTONE | BAKERSFIELD | CA | 93312 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 | |
| PACIFIC INDUSTRIAL ELECTRIC | |||||||||
| PO BOX 9788 | BREA | CA | 92822 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 | |
| POWER DESIGN ELECTRIC | |||||||||
| PO BOX 251 | KINGSBURG | CA | 93631 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 | |
| WILD ELECTRIC | |||||||||
| 4626 OLIVE AVE | FRESNO | CA | 93702 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 | |
| THREE PHRASE ELECTRIC | |||||||||
| 6625 MEANY AVE | BAKERSFIELD | CA | 93308 | ELECTRICAL CONTRACTOR | CA | NONE | C | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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