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← INTERNATIONAL BRTHD OF ELEC WRKRS & OUTSIDE CNTRCTRS HLTH & WLFR TR FD

Form 990 for tax year 2023

Filed by INTERNATIONAL BRTHD OF ELEC WRKRS & OUTSIDE CNTRCTRS HLTH & WLFR TR FD.

Totals

Total revenue
$31,014,590
Total expenses
$32,016,579
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$28,555,692
Investment income
$2,244,142
Other revenue
$214,756
Total assets, end of year
$255,055,289
Total liabilities, end of year
$1,746,128
Net assets or fund balances, end of year
$253,309,161
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: Employer Contributions

    total $28,152,410 · related or exempt $28,152,410

  • 2b · Program service revenue: Participant Contributions

    total $403,282 · related or exempt $403,282

  • 3 · Investment income

    total $3,150,989 · excluded $3,150,989

  • 7a · Gross sales of assets other than inventory

    securities $98,100,371

  • 7b · Less cost or other basis and sales expenses

    securities $99,007,218

  • 7c · Gain or loss

    securities -$906,847

  • 7d · Net gain or loss

    total -$906,847 · excluded -$906,847

  • 11a · Other revenue: REIMBURSED ADMIN EXPENSES

    total $214,756 · related or exempt $214,756

  • 11e · Other revenue, total

    $214,756

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $29,873,444

  • 11a · Fees: management

    total $866,213

  • 11b · Fees: legal

    total $53,570

  • 11c · Fees: accounting

    total $171,985

  • 11f · Fees: investment management

    total $737,850

  • 11g · Fees: other

    total $124,224

  • 13 · Office expenses

    total $137,695

  • 14 · Information technology

    total $17,253

  • 22 · Depreciation, depletion and amortization

    total $16,424

  • 23 · Insurance

    total $17,921

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $17,114,918 · end of year $16,092,395

  • 4 · Accounts receivable

    beginning of year $2,612,593 · end of year $2,942,436

  • 9 · Prepaid expenses and deferred charges

    beginning of year $77,105 · end of year $61,961

  • 10a · Land, buildings and equipment: cost or other basis

    $636,080

  • 10b · Land, buildings and equipment: accumulated depreciation

    $629,249

  • 10c · Land, buildings and equipment, net

    beginning of year $23,256 · end of year $6,831

  • 11 · Investments: publicly traded securities

    beginning of year $62,958,754 · end of year $73,586,726

  • 12 · Investments: other securities

    beginning of year $137,920,637 · end of year $161,008,290

  • 15 · Other assets

    beginning of year $2,480,425 · end of year $1,356,650

  • 17 · Accounts payable and accrued expenses

    beginning of year $77,462 · end of year $218,928

  • 25 · Other liabilities

    beginning of year $1,817,344 · end of year $1,527,200

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $221,292,882 · end of year $253,309,161

Mission and programs · 2023

Mission

To provide health and welfare benefits to individuals working under a Collective Bargaining Agreement between IBEW Local No. 9 and the Middle States Electrical Contractors Association

  • Payment of health and welfare benefits to or on behalf of eligible participants and their dependents.

As filed on the 2023 return.

Listed in Part VII

  • Matt Turk

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • John C Burkard

    Trustee

    Total calculated
    $280,477
    From this org
    $0
    From related orgs
    $195,848
    Other
    $84,629
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $181,374 related
    Bonus
    $0
    Other
    $0 + $14,474 related
    Deferred
    $0 + $49,165 related
    Nontaxable benefits
    $0 + $35,464 related
    Filer's total
    $0 + $280,477 related

  • Art Burke

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Frank Lizzadro

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • John D Dowling

    Trustee

    Total calculated
    $270,121
    From this org
    $0
    From related orgs
    $185,492
    Other
    $84,629
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $173,213 related
    Bonus
    $0
    Other
    $0 + $12,279 related
    Deferred
    $0 + $49,165 related
    Nontaxable benefits
    $0 + $35,464 related
    Filer's total
    $0 + $270,121 related

  • William Niesman

    Trustee

    Total calculated
    $313,614
    From this org
    $0
    From related orgs
    $218,868
    Other
    $94,746
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $194,864 related
    Bonus
    $0
    Other
    $0 + $24,004 related
    Deferred
    $0 + $54,849 related
    Nontaxable benefits
    $0 + $39,897 related
    Filer's total
    $0 + $313,614 related

  • Kevin B Schuster

    Trustee

    Total calculated
    $268,561
    From this org
    $0
    From related orgs
    $183,932
    Other
    $84,629
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $173,213 related
    Bonus
    $0
    Other
    $0 + $10,719 related
    Deferred
    $0 + $49,165 related
    Nontaxable benefits
    $0 + $35,464 related
    Filer's total
    $0 + $268,561 related

  • thomas mcclusky

    trustee

    Total calculated
    $337,718
    From this org
    $0
    From related orgs
    $185,692
    Other
    $152,026
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $173,213 related
    Bonus
    $0
    Other
    $0 + $12,479 related
    Deferred
    $0 + $116,562 related
    Nontaxable benefits
    $0 + $35,464 related
    Filer's total
    $0 + $337,718 related

  • stephen aldridge

    trustee

    Total calculated
    $0
    Hours/week
    2

  • john janicich

    trustee

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • ABCO ELECTRICAL CONSTR

  • ADESTA LLC

  • AIRPORT ELECTRIC COMPANY

  • ALDRIDGE ELECTRIC INC

  • CARLISLE UTILITY CONTRACTORS INC

  • CCR ELECTRICAL CONTRACTORS LLC

  • CITY LIGHTS LTD

  • CLENNON ELECTRIC INC

  • CONTRACTORS POWER AND LIG

  • CXA Utilities Inc

  • DND ELECTRIC

  • DYNAMIC UTILITY SOLUTIONS

  • EDWARD ELECTRIC CO

  • ELECNOR HAWKEYE LLC

  • ELECTRIC CONDUIT CONSTRUCTION CO

  • ELITE FIBER OPTICS

  • ELITE FIBER OPTICS LLC

  • ELMUND AND NELSON COMPANY

  • EVANS ELECTRIC LLC

  • G4S SECURE INTEGRATION LLC

  • GIM ELECTRIC CO INC

  • GROUNDHOG UTILITY CONSTR

  • GROUNDHOG UTILITY CONSTR

  • H&H ELECTRIC CO

  • HAUGLAND ENERGY GROUP LLC

  • HAWK ENTERPRISES INC

  • HECKER AND COMPANY INC

  • HENKELS AND MCCOY INC

  • HOME TOWNE ELECTRIC INC

  • HORIZON CONTRACTORS INC

  • HYDRO EXC INC

  • I-80 POWER INC

  • IBEW LU9 UNION STAFF

  • IBEW9-MSECA JATF

  • INSERV INC

  • INTREN LLC

  • J F ELECTRIC INC

  • JOHN BURNS CONST CO

  • L&S CONSTRUCTION CO

  • LIVEWIRE ELECL SYS INC

  • M J ELECTRIC INC

  • MARCIANO UNDERGRND CONST

  • MEADE ELECTRIC CO INC

  • MICHELS CORPORATION

  • MICHELS POWER

  • MIDWESTERN ELECTRIC CO INC

  • MIDWESTERN ELECTRIC INC

  • MZI ELECTRIC INC

  • NAT TECH LLC

  • NATIONAL CONDUCTOR

  • OMEGA SIGN & LIGHTING INC

  • PAGODA ELECTRIC & CONSTRUCTION INC

  • PINNER ELECTRIC INC

  • PMI ENERGY SOLUTIONS LLC

  • PRYSMIAN CONSTR SERVICES

  • QUANTUM CROSSINGS LLC

  • RAG'S ELECTRIC INC

  • RIGGS DISTLER AND CO INC

  • RON JONES ELECTRIC INC (CATV)

  • RTS FIBER OPTICS LLC

  • RTS FIBER OPTICS LLS

  • SONOMA CONSTRUCTION SVCS

  • sync catv

  • TAYLOR ELECTRIC COMPANY

  • THAYER POWER & COMM LINE CONSTRUCT

  • THE BARTECH GROUP

  • THORNE ELECTRIC

  • T-I 4TH DISTRICT IBEW

  • T-I ELECT CONTR CHG & 134

  • T-I IBEW LOCAL 1249 FUNDS

  • T-I IBEW Local 351

  • T-I IBEW LU 1049CRAFT DIVISION

  • T-I IBEW LU 150

  • T-I IBEW LU 17 HEALTH & WELFARE

  • T-I IBEW LU 176

  • T-I IBEW LU 309

  • T-I IBEW LU 317 ELECL PENSION FUND

  • T-I IBEW LU 456

  • T-I IBEW LU 461

  • T-I IBEW LU 701

  • T-I IBEW-LU 236

  • T-I LINE CONSTRUCTION BENEFIT

  • T-I LOCAL 126 FUNDS

  • T-I LOCAL NO 117

  • T-I NECA-IBEW FAMILY MEDICAL PLAN

  • T-I NECA-IBEW LOCAL 364

  • T-I NECA-IBEW LU 197

  • T-I NEW ENGLAND ELEC WKRS BENEFITS

  • T-I PENSION HOSPITALIZATION & BENEFIT PLAN OF THE

  • TORRES ELECTRICAL CONTRACTORS LLC

  • TRI-TECH ELECTRIC INC

  • UTILITY CORE CONSTRUCTION LLC

  • UTILITY DYNAMICS CORP

  • VAN-MACK ELECTRIC CO INC

  • WESTERN UTILITY CABLE INC

  • WESTERN UTILITY ELECTRIC

  • YORK UTILITY SERVICES

Provenance

Return type
form_990
Tax year
2023
Filed
4 August 2025
IRS schema version
2023v6.0
Source object
202522169349301932

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