← MICHIANA AREA ELECTRICAL WORKERS HEALTH & WELFARE FUND

Form 990 for tax year 2024

Filed by MICHIANA AREA ELECTRICAL WORKERS HEALTH & WELFARE FUND.

Totals

Total revenue: $31,452,622
Total expenses: $32,260,431
Contributions and grants received: $0
Grants paid: $0
Program service revenue: $28,903,848
Investment income: $1,386,536
Other revenue: $1,162,238
Total assets, end of year: $40,197,932
Total liabilities, end of year: $17,001,483
Net assets or fund balances, end of year: $23,196,449
Program services expenses (Part IX): $32,260,431
Management and general expenses: $0
Fundraising expenses: $0
Program service expenses (Part III): $32,260,431

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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 $27,872,095 · related or exempt $27,872,095
2b · Program service revenue: EMPLOYEE CONTRIBUTIONS

total $1,031,753 · related or exempt $1,031,753
3 · Investment income

total $1,218,797 · related or exempt $1,218,797
7a · Gross sales of assets other than inventory

securities $19,404,331
7b · Less cost or other basis and sales expenses

securities $19,236,592
7c · Gain or loss

securities $167,739
7d · Net gain or loss

total $167,739 · related or exempt $167,739
8c · Net income from fundraising events

total $0
11a · Other revenue: RETIREE HEALTH CARE SUB

total $1,149,346 · related or exempt $1,149,346
11b · Other revenue: LIQUIDATED DAMAGES

total $3,804 · related or exempt $3,804
11c · Other revenue: OTHER

total $9,088 · related or exempt $9,088
11e · Other revenue, total

$1,162,238

Functional expenses

Part IX, the statement of functional expenses.

4 · Benefits paid to or for members

total $31,218,000 · program services $31,218,000
11a · Fees: management

total $121,334 · program services $121,334
11b · Fees: legal

total $95,459 · program services $95,459
11c · Fees: accounting

total $24,856 · program services $24,856
11f · Fees: investment management

total $26,457 · program services $26,457
11g · Fees: other

total $556,408 · program services $556,408
13 · Office expenses

total $42,238 · program services $42,238
19 · Conferences, conventions and meetings

total $18,864 · program services $18,864
24a · Other expenses: MEMBER COMMUNICATIONS

total $29,515 · program services $29,515
24b · Other expenses: CONSULTING FEES

total $118,000 · program services $118,000
24c · Other expenses: ACTUARIAL FEE

total $9,300 · program services $9,300

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $2,756,980 · end of year $3,936,548
2 · Savings and temporary cash investments

beginning of year $1,370,611 · end of year $246,526
4 · Accounts receivable

beginning of year $2,102,818 · end of year $5,220,099
9 · Prepaid expenses and deferred charges

beginning of year $29,669 · end of year $308,883
10a · Land, buildings and equipment: cost or other basis

$246,820
10b · Land, buildings and equipment: accumulated depreciation

$246,820
10c · Land, buildings and equipment, net

beginning of year $48,628
11 · Investments: publicly traded securities

beginning of year $27,665,041 · end of year $30,485,876
17 · Accounts payable and accrued expenses

beginning of year $274,392 · end of year $3,763,697
25 · Other liabilities

beginning of year $10,556,601 · end of year $13,237,786
31 · Retained earnings, endowment or other funds

beginning of year $23,142,754 · end of year $23,196,449

Mission and programs · 2024

Mission

To provide hospitalization, medical and other related health care benefits to eligible plan participants

To provide hospitalization, medical and other related health care benefits to eligible plan participants.

Expenses $32,260,431

As filed on the 2024 return.

Listed in Part VII

Mike LedaMIKE LEDA

TRUSTEE

Total calculated

$155,125

From this org

$0

From related orgs

$110,104

Other

$45,021

Hours/week

1 + 40 related

Schedule J breakdown matched by us

Base

not reported + $110,104 related

Bonus

not reported

Other

not reported

Deferred

not reported

Nontaxable benefits

not reported + $45,021 related

Filer's total

not reported + $155,125 related
Jason PiontekJASON PIONTEK

SECRETARY

Total calculated

$144,603

From this org

$0

From related orgs

$101,296

Other

$43,307

Hours/week

1 + 40 related
Kevin WoodingKEVIN WOODING

TRUSTEE

Total calculated

$0

Hours/week

1 + 40 related
Roger DosmannROGER DOSMANN

CHAIRMAN

Total calculated

$0

Hours/week

1 + 40 related
Christopher GroveCHRISTOPHER GROVE

TRUSTEE

Total calculated

$0

Hours/week

1 + 40 related
Tim NoonanTIM NOONAN

TRUSTEE

Total calculated

$0

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

None.

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.

IBEW LOCAL 153

501C5 · LOCAL · IN
SOUTH BEND & VICINITY ELEC JATC

501C3 · APPRENTICE · IN
MICHIANA ELEC MONEY PURCHASE PLAN

401A · ANNUITY · MI
MICHIANA ELEC WRKRS PENSION FUND

401b · PENSION · MI
MICHIANA ELEC WRKRS PLAN 4 TRUST

501C9 · WELFARE · MI

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.

ALDRIDGE ELECTRIC INC

0% owned
AUSTGENS ELECTRIC INC

0% owned
BERRY ELECTRIC CONTRACTING CO

0% owned
BONUS ELECTRIC LLC

0% owned
COLIP ELECTRIC CORP

0% owned
COMMUNICATION CO OF S BEND

0% owned
CONTINENTAL ELECTRIC CO INC

0% owned
CRAIG ELECTRIC INC

0% owned
DELANEY TELECOMINC

0% owned
EDGAR ELECTRIC INC

0% owned
ELECTRICAL BUILDERS INC

0% owned
ELECTRICAL MAINT & CONST LLC

0% owned
ELECTRICORPE INC

0% owned
ELITE ELECTRICAL LLC

0% owned
ENVISION AUTOMATIN LLC

0% owned
FAIRCHILD COMM SYSTEMS INC

0% owned
GREAT LAKES ELECT MAINT LLC

0% owned
GRIFFEN PLUMBING & HEATING LLC

0% owned
GROVE ELECTRICAL SERVICES INC

0% owned
GT ELECTRIC AND SOLAR

0% owned
H & G SERVICES INC

0% owned
HARTMAN ELECTRIC INC

0% owned
HEIN ELECTRIC INC

0% owned
HI TECH ELECTRIC CO

0% owned
HILSCHER-CLARKE ELECTRIC CO

0% owned
HOWELL ELECTRIC

0% owned
HUNT ELECTRIC CORP

0% owned
IBID COUNTY ELECTRIC

0% owned
J & J ELECTRIC OF INDIANA INC

0% owned
JETTLINE ELECTRIC INC

0% owned
JMB TECHNOLOGY

0% owned
JWPHYRE ELECTRIC CO OF INDI

0% owned
K2 POWER SOLUTIONS INC

0% owned
KAISER ELECTRICAL CONTRACTORS

0% owned
KIEWIT POWER CONSTRUCTORS CO

0% owned
KW CONSTRUCTION SERVICES DBA

0% owned
LAIBE ELECTRIC COMPANY

0% owned
LIGHTHOUSE ELECTRIC CO INC

0% owned
LINEAR ELECTRIC INC

0% owned
LYONS ELECTRIC COMPANY INC

0% owned
MARTELL ELECTRIC

0% owned
MASS ELECTRIC CONSTRUCTION CO

0% owned
MCMANN ELECTRIC INC

0% owned
MEAD & WHITECOLIP ELECTRIC

0% owned
MEADE ELECTRIC CO INC

0% owned
MEANY INC

0% owned
MID MICHIGAN ELECTRICAL SOLUT

0% owned
MIDWESTERN ELECTRIC INC

0% owned
MJ ELECTRIC LLC

0% owned
MOTOR CITY ELECRIC CO

0% owned
NAVARRE SERVICES

0% owned
NERDS EXPRESS INC

0% owned
NEW RIVER ELECTRICAL CORP

0% owned
PCI ENERGY SERVICES LLC

0% owned
PEC SOLUTIONS LLC

0% owned
PEMBERTON-DAVIS ELECTRIC CO

0% owned
PRECISION CONTROL SYSTEMS INC

0% owned
PREFERRED ELECTRIC INC

0% owned
R & D ELECTRIC CO

0% owned
RIVERBEND ELECTRIC INC

0% owned
RMS ENERGY CO LLC

0% owned
RON JONES ELECTRIC INC

0% owned
SACHS ELECTRIC COMPANY

0% owned
SCHENK LIGHTNING ROD CO

0% owned
SCHMIDT ELECTRIC

0% owned
SCHWARTZ ELECTRIC INC

0% owned
SERVICE ELECTRIC OF ALLEN CO

0% owned
SERVICE ONE INDUSTRIAL

0% owned
SHAUM ELECTRIC CO INC

0% owned
STELKO ELECTRIC INC

0% owned
STERLING INDUSTRIAL LLC

0% owned
SUPERIOR ELECTRIC GREAT LAKES

0% owned
SWENEY ELECTRIC

0% owned
TECHNOLOGY INTEGRATION SOLUTIO

0% owned
TITAN ELECTRIC

0% owned
TOTAL FIRE PROTECTION LLC

0% owned
TRI CITY DATA & ELECTRONIC

0% owned
TRI-CITY ELECTRIC CO OF IOWA

0% owned

Provenance

Return type: form_990
Tax year: 2024
Filed: 10 December 2025
IRS schema version: 2024v5.2
Source object: 202630669349300613

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.