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← ELECTRICAL WORKERS HEALTH & WELFARE FUND

Form 990 for tax year 2022

Filed by ELECTRICAL WORKERS HEALTH & WELFARE FUND.

Totals

Total revenue
$25,299,489
Total expenses
$23,567,283
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$25,108,125
Investment income
$165,764
Other revenue
$25,600
Total assets, end of year
$26,375,529
Total liabilities, end of year
$533,379
Net assets or fund balances, end of year
$25,842,150
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 $22,342,034 · related or exempt $22,342,034

  • 2b · Program service revenue: PARTICIPANT/RETIREE CONTRIBUTIONS

    total $1,982,811 · related or exempt $1,982,811

  • 2c · Program service revenue: PRESCRIPTION DRUG REBATES

    total $306,821 · related or exempt $306,821

  • 2d · Program service revenue: STOP-LOSS REIMBURSEMENTS

    total $290,150 · related or exempt $290,150

  • 2e · Program service revenue: HRA EMPLOYER CONTRIBUTIONS

    total $127,208 · related or exempt $127,208

  • 2f · All other program service revenue

    total $59,101 · related or exempt $59,101

  • 3 · Investment income

    total $435,847 · excluded $435,847

  • 7a · Gross sales of assets other than inventory

    securities $4,073,705

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

    securities $4,343,788

  • 7c · Gain or loss

    securities -$270,083

  • 7d · Net gain or loss

    total -$270,083 · excluded -$270,083

  • 11a · Other revenue: REVENUE SHARING CREDITS

    total $25,600 · excluded $25,600

  • 11e · Other revenue, total

    $25,600

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $23,228,843

  • 11a · Fees: management

    total $261,000

  • 11b · Fees: legal

    total $24,085

  • 11c · Fees: accounting

    total $22,376

  • 11g · Fees: other

    total $10,000

  • 13 · Office expenses

    total $14,176

  • 19 · Conferences, conventions and meetings

    total $3,123

  • 23 · Insurance

    total $1,200

  • 24a · Other expenses: ERTS FEES

    total $2,480

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,158,097 · end of year $2,252,520

  • 2 · Savings and temporary cash investments

    beginning of year $5,224,036 · end of year $6,471,692

  • 4 · Accounts receivable

    beginning of year $2,318,898 · end of year $2,460,210

  • 11 · Investments: publicly traded securities

    beginning of year $17,722,390 · end of year $15,191,107

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,500 · end of year $0

  • 19 · Deferred revenue

    beginning of year $81,257 · end of year $58,958

  • 25 · Other liabilities

    beginning of year $479,535 · end of year $474,421

  • 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 $26,855,129 · end of year $25,842,150

Mission and programs · 2022

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS

  • TO PROVIDE MEDICAL, PRESCRIPTION DRUG, DENTAL, DISABILITY, VISION AND VACATION BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS OR BENEFICIARIES.

As filed on the 2022 return.

Listed in Part VII

  • David Orman

    TRUSTEE - PAST

    Total calculated
    $54,935
    From this org
    $0
    From related orgs
    $49,935
    Other
    $5,000
    Hours/week
    1 + 40 related

  • Harris B Mahan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Rick Osbakken

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Dan Hendrickson

    TRUSTEE

    Total calculated
    $207,311
    From this org
    $0
    From related orgs
    $135,417
    Other
    $71,894
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $135,417 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $39,407 related
    Nontaxable benefits
    $0 + $32,487 related
    Filer's total
    $0 + $207,311 related

  • Don Smith

    TRUSTEE

    Total calculated
    $236,953
    From this org
    $0
    From related orgs
    $154,780
    Other
    $82,173
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $154,780 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $45,041 related
    Nontaxable benefits
    $0 + $37,132 related
    Filer's total
    $0 + $236,953 related

  • Dave Domagala

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Carey Young

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Jeff Hart

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Samantha Dugan

    TRUSTEE

    Total calculated
    $72,876
    From this org
    $0
    From related orgs
    $67,876
    Other
    $5,000
    Hours/week
    1 + 40 related

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.

  • ELECTRICAL WORKERS PENSION FUND

    401(A) · PROVIDES PENSION BENEFITS TO PARTICIPANTS AND BENEFICIARIES · MN

  • IBEW LOCAL UNION 242

    CONTRIBUTING EMPLOYER

  • IBEW LOCAL UNION 294

    CONTRIBUTING EMPLOYER

  • MN STATEWIDE LE JATC

    CONTRIBUTING EMPLOYER

  • TWIN PORTS CHAPTER NECA

    CONTRIBUTING EMPLOYER

  • UNIVERSITY OF MINNESOTA

    CONTRIBUTING EMPLOYER

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • AIKEY ELECTRIC LLC

    CONTRIBUTING EMPLOYER

  • AMPEDUP LLC

    CONTRIBUTING EMPLOYER

  • HANSON CONTRACTING LLC

    CONTRIBUTING EMPLOYER

  • JBKIDD ELECTRIC LLC

    CONTRIBUTING EMPLOYER

  • MELD ELECTRIC LLC

    CONTRIBUTING EMPLOYER

  • NEWTRON LLC

    CONTRIBUTING EMPLOYER

  • NEO ELECTRICAL SOLUTIONS LLC

    CONTRIBUTING EMPLOYER

  • TROMCO ELECTRIC LLC

    CONTRIBUTING EMPLOYER

  • 218 ELECTRIC LLC

    CONTRIBUTING EMPLOYER

Related corporations and trusts

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

  • ABSOLUTE ELECTRIC OF CENTRAL MN

    CONTRIBUTING EMPLOYER

  • ADVANCED ELECTRIC OF MN INC

    CONTRIBUTING EMPLOYER

  • AL'S ELECTRIC

    CONTRIBUTING EMPLOYER

  • AMPTEK INC

    CONTRIBUTING EMPLOYER

  • ARCADE ELECTRIC

    CONTRIBUTING EMPLOYER

  • AURORA ELECTRIC

    CONTRIBUTING EMPLOYER

  • A&M ELECTRIC

    CONTRIBUTING EMPLOYER

  • A-Z ELECTRIC

    CONTRIBUTING EMPLOYER

  • B & B ELECTRICAL CONTRACTORS

    CONTRIBUTING EMPLOYER

  • BELKNAP ELECTRIC INC

    CONTRIBUTING EMPLOYER

  • BENSON ELECTRIC CO

    CONTRIBUTING EMPLOYER

  • BERGSTROM ELECTRIC

    CONTRIBUTING EMPLOYER

  • BILL NIETERS ELECTRIC

    CONTRIBUTING EMPLOYER

  • BJK INC

    CONTRIBUTING EMPLOYER

  • BURNTSIDE ELECTRIC INC

    CONTRIBUTING EMPLOYER

  • BUSINESS MUSIC

    CONTRIBUTING EMPLOYER

  • BZ ELECTRIC

    CONTRIBUTING EMPLOYER

  • CR MEYER & SONS COMPANY

    CONTRIBUTING EMPLOYER

  • CUNNINGHAM ELECTRIC

    CONTRIBUTING EMPLOYER

  • DELL-COM INC

    CONTRIBUTING EMPLOYER

  • DULUTH ELECTRIC CONTRACTING

    CONTRIBUTING EMPLOYER

  • ELECTRIC SYSTEMS OF DULUTH

    CONTRIBUTING EMPLOYER

  • GRANITE LEDGE ELECTRICAL

    CONTRIBUTING EMPLOYER

  • H&S ELECTRIC

    CONTRIBUTING EMPLOYER

  • HANSON ELECTRIC OF BEMIDJI

    CONTRIBUTING EMPLOYER

  • HART ELECTRIC

    CONTRIBUTING EMPLOYER

  • HOLDEN ELECTRIC

    CONTRIBUTING EMPLOYER

  • HOMETOWN ELEC OF NORTHERN MN

    CONTRIBUTING EMPLOYER

  • HUNT ELECTRIC

    CONTRIBUTING EMPLOYER

  • IRON COUNTRY ELECTRIC & REPAIR

    CONTRIBUTING EMPLOYER

  • KANTOR ELECTRIC INC

    CONTRIBUTING EMPLOYER

  • KNIGHT ELECTRIC INC

    CONTRIBUTING EMPLOYER

  • LAKE SUPERIOR ENERGY COMPANY

    CONTRIBUTING EMPLOYER

  • LANYK ELECTRIC INC

    CONTRIBUTING EMPLOYER

  • LVCJN JOHNSON

    CONTRIBUTING EMPLOYER

  • M&M ELECTRIC

    CONTRIBUTING EMPLOYER

  • MJ ELECTRIC CO INC

    CONTRIBUTING EMPLOYER

  • MESABI SIGN CO

    CONTRIBUTING EMPLOYER

  • MORT'S ELECTRIC INC

    CONTRIBUTING EMPLOYER

  • MUSKA ELECTRIC

    CONTRIBUTING EMPLOYER

  • NEI ELECTRIC

    CONTRIBUTING EMPLOYER

  • NELSON-COLLIE ELECTRIC INC

    CONTRIBUTING EMPLOYER

  • NORTH AMERICAN ELECTRIC

    CONTRIBUTING EMPLOYER

  • NORTH COUNTRY ELEC SERVICE

    CONTRIBUTING EMPLOYER

  • NORTH STAR ELECTRIC COOP

    CONTRIBUTING EMPLOYER

  • NORTHSTAR CABLING & COMM

    CONTRIBUTING EMPLOYER

  • NORTHWATER ELECTRIC INC

    CONTRIBUTING EMPLOYER

  • NYLUND ELECTRIC INC

    CONTRIBUTING EMPLOYER

  • OLYMPIA TECH ELECTRIC

    CONTRIBUTING EMPLOYER

  • P & T ELECTRIC INC

    CONTRIBUTING EMPLOYER

  • PARSONS ELECTRIC

    CONTRIBUTING EMPLOYER

  • PIEPER ELECTRIC CO

    CONTRIBUTING EMPLOYER

  • PREFERRED ELECTRIC INC

    CONTRIBUTING EMPLOYER

  • PRO-TEC DESIGN

    CONTRIBUTING EMPLOYER

  • RYAN'S INDEPENDENT ELECTRIC

    CONTRIBUTING EMPLOYER

  • SAGINAW ELECTRIC

    CONTRIBUTING EMPLOYER

  • SCHOECK ELECTRIC

    CONTRIBUTING EMPLOYER

  • SERVICE ELECTRIC OF SUPERIOR

    CONTRIBUTING EMPLOYER

  • STACK BROTHERS

    CONTRIBUTING EMPLOYER

  • SUN ELECTRIC

    CONTRIBUTING EMPLOYER

  • T M AUTOMATION INC

    CONTRIBUTING EMPLOYER

  • THE STATE GROUP INDUST

    CONTRIBUTING EMPLOYER

  • TOWN AND COUNTRY ELECTRIC

    CONTRIBUTING EMPLOYER

  • UDOVICH ELECTRIC

    CONTRIBUTING EMPLOYER

  • UHL COMPANY INC

    CONTRIBUTING EMPLOYER

  • UP NORTH ELECTRIC INC

    CONTRIBUTING EMPLOYER

  • WALBERG TVLVC

    CONTRIBUTING EMPLOYER

  • WDW ELECTRIC

    CONTRIBUTING EMPLOYER

Provenance

Return type
form_990
Tax year
2022
Filed
9 November 2023
IRS schema version
2022v5.0
Source object
202303199349306480

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