KERN COUNTY ELECTRICAL HEALTH AND WELFARE FUND: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- KERN COUNTY ELECTRICAL HEALTH AND WELFARE FUND (EIN 95-6053542)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-06
- IRS object ID
- 201233119349301803
- Schema version
- 2011v1.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-06T16:34:41-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-10-30 | 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 | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | JAMES A CHILKO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3008 SILLECT AVENUE | AddressLine1 |
| City | BAKERSFIELD | City |
| State | CA | State |
| ZIP Code | 93308 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5466178 | 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 | 5067825 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5416477 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 65444 | InvestmentIncomePriorYear |
| Investment Income Current Year | 49701 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5133269 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5466178 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 5004506 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 5369441 | 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 | 202279 | OtherExpensePriorYear |
| Other Expenses Current Year | 192175 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5206785 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5561616 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -73516 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -95438 | RevenuesLessExpensesCY |
| Total Assets BOY | 4032327 | TotalAssetsBOY |
| Total Assets EOY | 4092925 | TotalAssetsEOY |
| Total Liabilities BOY | 1916309 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2092737 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2116018 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2000188 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE HEALTH BENEFITS TO UNION MEMBERS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5421524 | Expense |
| Description | PROVIDE HEALTH, DENTAL, LIFE AND DISABILITY INSURANCE FOR APPROXIMATELY 419 PLAN PARTICIPANTS | Description |
| Total Program Service Expense | 5421524 | 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 | 0 | 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 | 0 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
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 |
|---|---|---|---|---|---|
| DON RUSH | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| 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 | 0 | 0 |
| DANIEL J KANE | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | 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 | 4901798 | 4901798 |
| SELF PAY PREMIUMS | 900099 | 507589 | 507589 |
| LIQUIDATED DAMAGES | 900099 | 7090 | 7090 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5416477 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 49701 | TotalRevenueColumn |
| Related Or Exempt Function Income | 49701 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5466178 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5466178 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5369441 | Total |
| Program Services | 5369441 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21146 | Total |
| Management And General | 21146 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7407 | Total |
| Management And General | 7407 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 495 | Total |
| Program Services | 495 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| ADMINISTRATIVE FEES | 105160 | 105160 | |
| ACTUARY/CONSULTING FEES | 40687 | 40687 | |
| INSURANCE | 10404 | 10404 | |
| COMPLIANCE VERIFICATION | 4199 | 4199 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2677 | Total |
| Program Services | 497 | ProgramServices |
| Management And General | 2180 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5561616 | Total |
| Program Services | 5421524 | ProgramServices |
| Management And General | 140092 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3432794 | BOY |
| EOY | 3516229 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 510709 | BOY |
| EOY | 506630 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20578 | BOY |
| EOY | 19742 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8139 | BOY |
| EOY | 10576 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47849 | BOY |
| EOY | 38955 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12258 | BOY |
| EOY | 793 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4032327 | BOY |
| EOY | 4092925 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75095 | BOY |
| EOY | 60698 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1841214 | BOY |
| EOY | 2032039 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1916309 | BOY |
| EOY | 2092737 | 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 | 2116018 | BOY |
| EOY | 2000188 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2116018 | BOY |
| EOY | 2000188 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4032327 | BOY |
| EOY | 4092925 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -95438 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -20392 | 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 |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | $963,539 |
| ESTIMATED FUTURE BENEFITS BASED ON PARTICIPANTS RESERVE HOURS | $1,068,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2032039 | TotalOfAmounts |
| Total Revenue | 5466178 | TotalRevenue |
| Total Expenses | 5561616 | TotalExpenses |
| Excess Or Deficit For Year | -95438 | ExcessOrDeficitForYear |
| Other | -$20,392 | OtherAmount |
| Total Adjustments | -20392 | TotalAdjustments |
| Excess Or Deficit Per FS | -115830 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 5445786 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -20392 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -20392 | RevenueNotRptdF990 |
| Revenue Subtotal | 5466178 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5466178 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5370791 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1841214 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1841214 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3529577 | ExpensesSubtotal |
| Other Expenses Not Included | 2032039 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2032039 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5561616 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | NET UNREALIZED DEPRECIATION -20,392. |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | BENEFIT OBLIGATIONS AT DECEMBER 31, 2010 1,841,214. |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | BENEFIT OBLIGATIONS AT DECEMBER 31, 2011 2,032,039. |
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 5: | NET UNREALIZED DEPRECIATION -20,392. TOTAL TO FORM 990, PART XI, LINE 5: -20,392. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | REVIEW PROCESS OF THE FORM 990 HAS NOT CHANGED FROM THE PRIOR YEAR. | REVIEW PROCESS |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 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 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (39 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|---|
| CONSTRUCTION BENEFITS ADMINISTRATION INC | ||||||||
| 3805 SILLECT AVENUE SUITE B | BAKERSFIELD | CA | 93308 | 953142450 | PROVIDE ADMINISTRATIVE FUNCTIONS | CA | NONE | C |
| ABS ELECTRIC | ||||||||
| 1015 30TH STREET | BAKERSFIELD | CA | 93301 | 625078593 | ELECTRICAL CONTRACTOR | CA | NONE | C |
| A-C ELECTRIC | ||||||||
| PO BOX 81977 | BAKERSFIELD | CA | 93380 | 951531419 | ELECTRICAL CONTRACTOR | CA | NONE | C |
| ADAMSON ELECTRIC | ||||||||
| 3229 UNICORN ROAD | BAKERSFIELD | CA | 93308 | 770244257 | ELECTRICAL CONTRACTOR | CA | NONE | C |
| BRONCO ELECTRIC INC | ||||||||
| 938 S ANDREASEN DRIVE | ESCONDIDO | CA | 92029 | 770334840 | ELECTRICAL CONTRACTOR | CA | NONE | C |
| COLLINS ELECTRICAL | ||||||||
| 611 WEST FREMONT STREET | STOCKTON | CA | 95203 | 941134154 | ELECTRICAL CONTRACTOR | CA | NONE | C |
| CONTRA COSTA | ||||||||
| 825 HOWE ROAD | MARTINEZ | CA | 94553 | 941246332 | ELECTRICAL CONTRACTOR | CA | NONE | C |
| D&S ELECTRIC | ||||||||
| 1009 SUSSEX CIRCLE | BAKERSFIELD | CA | 93301 | 775346469 | ELECTRICAL CONTRACTOR | CA | NONE | C |
| DACON CALIFORNIA | ||||||||
| PO BOX 1300 | DEER PARK | TX | 77536 | 203699950 | ELECTRICAL CONTRACTOR | CA | NONE | C |
| DELWARE SUNBELT | ||||||||
| 6265 SAN FERNANDO RD | GLENDALE | CA | 91201 | 954873822 | ELECTRICAL CONTRACTOR | CA | NONE | C |
| DELTA ELECTRIC | ||||||||
| 16001 MARTY AVE | BAKERSFIELD | CA | 93312 | 770157412 | ELECTRICAL CONTRACTOR | CA | NONE | C |
| CURTIS ELECRICAL | ||||||||
| 3310 ARROW STREET | BAKERSFIELD | CA | 93308 | 261893191 | ELECTRICAL CONTRACTOR | CA | NONE | C |
| DONALD MARTINS ELECTRICAL INC | ||||||||
| 1057 VERNON WAY | EL CAJON | CA | 92020 | 200331290 | ELECTRICAL CONTRACTOR | CA | NONE | C |
| ELECTRICAL POWER SERVICES | ||||||||
| PO BOX 80055 | BAKERSFIELD | CA | 93380 | 205074051 | ELECTRICAL CONTRACTOR | CA | NONE | C |
| CSI ELECTRICAL CONTRACTORS | ||||||||
| PO BOX 2887 | BAKERSFIELD | CA | 90670 | 954268169 | ELECTRICAL CONTRACTOR | CA | NONE | C |
| GOLD COAST ELECTRIC | ||||||||
| 12422 JOMANI ROAD | BAKERSFIELD | CA | 93312 | 770493007 | ELECTRICAL CONTRACTOR | CA | NONE | C |
| HMT ELECTRIC INC | ||||||||
| 9550 MAPLES ST | SAN DIEGO | CA | 92121 | 208678855 | ELECTRICAL CONTRACTOR | CA | NONE | C |
| HALL ELECTRIC | ||||||||
| 5954 STATE ROAD | BAKERSFIELD | CA | 93308 | 770408726 | ELECTRICAL CONTRACTOR | CA | NONE | C |
| HOT LINE CONSTRUCTION | ||||||||
| PO BOX 400 | BYRON | CA | 94514 | 680359380 | ELECTRICAL CONTRACTOR | CA | NONE | C |
| HOWE ELECTRIC | ||||||||
| 4682 E OLIVE AVE | BAKERSFIELD | CA | 93702 | 941457421 | ELECTRICAL CONTRACTOR | CA | NONE | C |
| INDUSTRIAL CONTROLS GROUP | ||||||||
| PO BOX 21085 | BAKERSFIELD | CA | 93390 | 271062630 | ELECTRICAL CONTRACTOR | CA | NONE | C |
| JARRETT ELECTRIC | ||||||||
| 3321 N SILLECT AVE | BAKERSFIELD | CA | 93308 | 770326473 | ELECTRICAL CONTRACTOR | CA | NONE | C |
| AKER KVAERNER SONGER | ||||||||
| 701 TECHNOLOGY | CANONSBURG | PA | 15317 | 251607908 | ELECTRICAL CONTRACTOR | CA | NONE | C |
| LOOP ELECTRIC | ||||||||
| 7040 DOWNING AVE | BAKERSFIELD | CA | 93308 | 310167263 | ELECTRICAL CONTRACTOR | CA | NONE | C |
| LIBERTY ENERGY | ||||||||
| 11110 OAKTRAIL COURT | BAKERSFIELD | CA | 93312 | 900480710 | ELECTRICAL CONTRACTOR | CA | NONE | C |
| MGW ELECTRIC | ||||||||
| 4100 EASTON DRIVE | BAKERSFIELD | CA | 93309 | 770322798 | ELECTRICAL CONTRACTOR | CA | NONE | C |
| PAR ELECTRICAL CONTRACTORS | ||||||||
| 4770 N BELEVIEW AVE | KANSAS CITY | MO | 64116 | 440591890 | ELECTRICAL CONTRACTOR | CA | NONE | C |
| PREFERRED POWER SOLUTIONS | ||||||||
| 4100 EASTON DRIVE | BAKERSFIELD | CA | 93309 | 451474665 | ELECTRICAL CONTRACTOR | CA | NONE | C |
| PROFESSIONAL ELECTRICAL CONSTRUCTION | ||||||||
| 9112 SANTA ANITA AVE | RANCHO CUCAMONGA | CA | 91730 | 330895759 | ELECTRICAL CONTRACTOR | CA | NONE | C |
| ROSENDINE ELECTRIC CO | ||||||||
| PO BOX 49070 | SAN JOSE | CA | 95150 | 942624078 | ELECTRICAL CONTRACTOR | CA | NONE | C |
| SERVI-TECH CONTROLS | ||||||||
| 2480 SO CHERRY AVE | FRESNO | CA | 93706 | 942624078 | ELECTRICAL CONTRACTOR | CA | NONE | C |
| SAGE ELECTRIC | ||||||||
| PO BOX 5606 | SANTA MARIA | CA | 93456 | 770228098 | ELECTRICAL CONTRACTOR | CA | NONE | C |
| SMITH ELECTRIC SERVICE | ||||||||
| 1340 W BETTERA | SANTA MARIA | CA | 93455 | 953672684 | ELECTRICAL CONTRACTOR | CA | NONE | C |
| TES | ||||||||
| 5306 ALDRIN COURT | BAKERSFIELD | CA | 93309 | 941131197 | ELECTRICAL CONTRACTOR | CA | NONE | C |
| TTR SUBSTATIONS | ||||||||
| 3349 W BELMONT | FRESNO | CA | 93722 | 550833005 | ELECTRICAL CONTRACTOR | CA | NONE | C |
| TAFT ELECTRIC | ||||||||
| 1694 EASTMAN AVE | VENTURA | CA | 93303 | 952398676 | ELECTRICAL CONTRACTOR | CA | NONE | C |
| THOMA ELECTRIC | ||||||||
| 3562 EMPLEO STREET | SAN LUIS OBISPO | CA | 93401 | 952743737 | ELECTRICAL CONTRACTOR | CA | NONE | C |
| VMAX ELECTRIC | ||||||||
| 7812 FRUITVALE AVE | BAKERSFIELD | CA | 93308 | 770518856 | ELECTRICAL CONTRACTOR | CA | NONE | C |
| THREE PHASE ELECTRIC | ||||||||
| 6625 MEANY AVE | BAKERSFIELD | CA | 93308 | 770131213 | ELECTRICAL CONTRACTOR | CA | NONE | C |
| 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 |
| 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 |
Comments