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IBEW 82 HEALTH AND WELFARE FUND: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
IBEW 82 HEALTH AND WELFARE FUND (EIN 31-6084151)
Tax period
2010-07-01 to 2011-06-30
Filed
2012-04-09
IRS object ID
201211009349300411
Schema version
2010v3.4
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)
Timestamp2012-04-09T11:39:38-05:00Timestamp
Tax Period End Date2011-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line140 N MAIN ST STE 800 KETTERING TOWEAddressLine1
CityDAYTONCity
StateOHState
ZIP Code45423ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN316084151EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1IBEW LOCAL 82 HEALTH AND WELFARE FUNDBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlIBEWNameControl
Phone3047813921Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameNICHOLAS COMSTOCKName
TitleBOARD OF TRUSTEESTitle
Phone3047813921Phone
Date Signed2012-04-02DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameKEVIN T DAVIS CPAName
Phone9372260070Phone
Date Prepared2012-04-02DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeXAddressChange
Name Of Principal Officer PersonNICHOLAS COMSTOCKNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1609 THIRD AVE PO BOX 487AddressLine1
CityCHESAPEAKECity
StateOHState
ZIP Code45619ZIPCode
FieldValueIRS element (for citing)
Gross Receipts12634005GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1967YearFormation
State Legal DomicileOHStateLegalDomicile
Activity Or Mission DescriptionTO PROVIDE HEALTH, PRESCRIPTION & DEATH BENEFITS TO COVERED MEMBERS, RETIREES & DEPENDENTS.ActivityOrMissionDescription
Nbr Voting Members Governing Body6NbrVotingMembersGoverningBody
Nbr Independent Voting Members6NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI302377TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year8879346ProgramServiceRevenuePriorYear
Program Service Revenue CY9073994ProgramServiceRevenueCY
Investment Income Prior Year310443InvestmentIncomePriorYear
Investment Income Current Year302377InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year9189789TotalRevenuePriorYear
Total Revenue Current Year9376371TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year8922997BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY8836483BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year709761OtherExpensePriorYear
Other Expenses Current Year792059OtherExpensesCurrentYear
Total Expenses Prior Year9632758TotalExpensesPriorYear
Total Expenses Current Year9628542TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-442969RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-252171RevenuesLessExpensesCY
Total Assets BOY9368554TotalAssetsBOY
Total Assets EOY10200122TotalAssetsEOY
Total Liabilities BOY39974TotalLiabilitiesBOY
Total Liabilities EOY67074TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY9328580NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY10133048NetAssetsOrFundBalancesEOY
Mission DescriptionTO PROVIDE HEALTH, PRESCRIPTION, AND DEATH BENEFITS TO COVERED MEMBERS, RETIREES, AND DEPENDENTS.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
DescriptionPROVIDED SELF FUNDED HEALTH INSURANCE BENEFITS TO ELIGIBLE PARTICIPANTS, DEPENDANTS, AND RETIREES OF INTERNATIONAL BROTHERHOOD OF ELECTICAL WORKERS LOCAL 82.Description
Described In501 C30DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members6NbrVotingGoverningBodyMembers
Number Independent Voting Members6NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1CONNIE FRAZIERBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number3047813921TelephoneNumber

Address US AddressUS

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

Form990 Part VII Section A Form990PartVIISectionA (7 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
DANAL NEAL
EMPLOYER TRUSTEE2.00X000
SCOTT RAIRDEN
LABOR TRUSTEE-ALTERNATE2.00X000
NICHOLAS COMSTOCK
LABOR TRUSTEE - VICE CHAIR2.00X000X
MICHAEL GEBHART
LABOR TRUSTEE2.00X000
JACK LOHBECK
EMPLOYER TRUSTEE2.00X000
JIM FORTKAMP
EMPLOYER TRUSTEE - CHAIR2.00X000X
WILLIAM MELKE
LABOR TRUSTEE2.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (4 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
BENEFIT SERVICES INC
3636 COPLEY RD 201 PO BOX 4138AKRONOH44321PLAN MANAGEMENT AND OPERATION189808
MEDICAL MUTUAL OF OHIO
2060 EAST NINTH STREETCLEVELANDOH44115MEDICAL NETWORK FEES127376
AMERICAN BENEFIT CORPORATION
3150 US ROUTE 60ONAWV255459507PLAN MANAGEMENT AND OPERATION116127
ANTHEM (WELL POINT)
120 MONUMENT CIRCLEINDIANAPOLISIN26204MEDICAL NETWORK FEES107378
FieldValueIRS element (for citing)
Number Of Contractors GT100 K4NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
EMPLOYER CONTRIB52510076093337609333
PARTICIPANT CONTRIB52510012985571298557
RETIREE DRUG SUBSIDY525100166104166104
FieldValueIRS element (for citing)
Total Program Service Revenue9073994TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column261204TotalRevenueColumn
Unrelated Business Revenue261204UnrelatedBusinessRevenue

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities3298807Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities3257634Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities41173Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column41173TotalRevenueColumn
Unrelated Business Revenue41173UnrelatedBusinessRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column9376371TotalRevenueColumn
Related Or Exempt Function Income9073994RelatedOrExemptFunctionIncome
Unrelated Business Revenue302377UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total8836483Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total69194Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total26827Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total19691Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total75798Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total22133Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total17100Total

Insurance Insurance

FieldValueIRS element (for citing)
Total10200Total

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotal
CLAIMS ADMIN FEES540689
OTHER5912
DATA PROCESSING2180
FIDELITY BOND1500
INTERN. FOUNDATION MEMB835

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total9628542Total

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY539020BOY
EOY1103286EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY682442BOY
EOY821204EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
EOY47843EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY8147092BOY
EOY8227789EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY9368554BOY
EOY10200122EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY39974BOY
EOY67074EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY39974BOY
EOY67074EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY9328580BOY
EOY10133048EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY9328580BOY
EOY10133048EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY9368554BOY
EOY10200122EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-252171ReconcilationRevenueExpenses
Reconcilation Other Changes1056639ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings
Total Revenue9376371TotalRevenue
Total Expenses9628542TotalExpenses
Excess Or Deficit For Year-252171ExcessOrDeficitForYear
Net Unrealized GL On Investments1056639NetUnrealizedGLOnInvestments
Total Adjustments1056639TotalAdjustments
Excess Or Deficit Per FS804468ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt10413319TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments1056639NetUnrealizedGainsInvestments
Revenue Not Rptd F9901056639RevenueNotRptdF990
Revenue Subtotal9356680RevenueSubtotal
Investment Expenses Not Included19691InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt19691RevenueNotRptdOnFinStmt
Total Revenue Per Form9909376371TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt9608851TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal9608851ExpensesSubtotal
Investment Expenses Not Included219691InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt19691ExpensesNotRptdOnFinStmt
Total Expenses Per Form9909628542TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierDESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:Identifier
Return ReferencePART X:ReturnReference
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, 2011, 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, 2008.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
FORM 990, PART VI, SECTION B, LINE 11THE CHAIR AND/OR DESIGNATED REPRESENTATIVE OF THE BOARD OF TRUSTEES ARE PROVIDED A DRAFT OF FORM 990 TO REVIEW. THE FORM IS THEN MADE AVAILABLE TO THE ENTIRE BOARD PRIOR TO FILING.
THE TRUSTEES HAVE RETAINED A THIRD PARTY ADMINISTRATOR (TPA) TO ADMINISTRATE 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 15:
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 MONITORS ON AN "AS NEEDED" BASIS FOR ACTIVITY THAT COULD GIVE RISE TO POTENTIAL CONFLICTS OF INTEREST.FORM 990, PART VI, SECTION B, LINE 12C
THE PLAN'S FORM 990 IS AVAILABLE THROUGH VARIOUS WEBSITES, SUCH AS GUIDESTAR AND THE FORM 5500 IS AVAILABLE TO THE PUBLIC THROUGH FREEERISA. THE PLAN WOULD ALSO PROVIDE SUCH INFORMATION RETURNS UPON WRITTEN REQUEST. GOVERNING DOCUMENTS ARE NOT PROVIDED TO THE PUBLIC.FORM 990, PART VI, SECTION C, LINE 19
CHANGES IN NET ASSETS OR FUND BALANCES:NET UNREALIZED GAINS ON INVESTMENTS: 1,056,639.FORM 990, PART XI, LINE 5:
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 XI, LINE 2C:
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.FORM 990, PART I, LINE 5 & PART V, LINE 2A:

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusDirect Controlling Entity NADirectControllingEntityNAControlled OrgControlledOrg
IBEW LOCAL 82 DEFINED BENEFIT PLAN
6650 POE AVENUEDAYTONOH454142527316127268PENSION PLANOH501(C)(9)N/AN/A0
IBEW LOCAL 82 DEFINED CONTRIBUTIONS PLAN
6650 POE AVENUEDAYTONOH454142527311119203PENSION PLANOH501(C)(9)N/AN/A0
IBEW LOCAL 82 401(K) PLAN
6650 POE AVENUEDAYTONOH454142527310329975PENSION PLANOH501(C)(9)N/AN/A0
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

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