Form 990 for tax year 2023
Filed by IBEW LOCAL UNION 575 RETIREE HEALTH BENEFIT FUND PLAN AND TRUST.
Totals
- Total revenue
- $847,060
- Total expenses
- $522,126
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $774,978
- Investment income
- $72,082
- Other revenue
- $0
- Total assets, end of year
- $2,498,760
- Total liabilities, end of year
- $800
- Net assets or fund balances, end of year
- $2,497,960
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- $491,028
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 $774,978 · related or exempt $774,978
-
3 · Investment income
total $72,082 · excluded $72,082
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $491,028
-
11a · Fees: management
total $13,415
-
11b · Fees: legal
total $1,208
-
11c · Fees: accounting
total $8,101
-
11f · Fees: investment management
total $1,285
-
13 · Office expenses
total $2,109
-
23 · Insurance
total $4,980
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $643,671 · end of year $614,094
-
4 · Accounts receivable
beginning of year $309,152 · end of year $93,080
-
11 · Investments: publicly traded securities
beginning of year $1,203,877 · end of year $1,791,586
-
17 · Accounts payable and accrued expenses
beginning of year $968 · end of year $800
-
27 · Net assets without donor restrictions
beginning of year $2,155,732 · end of year $2,497,960
Mission and programs · 2023
Mission
TO HELP DEFRAY AND LESSEN THE COST OF HEALTH INSURANCE COVERAGE TO RETIRED OR DISABLED PARTICIPANTS.
-
TO HELP DEFRAY AND LESSEN THE COST OF HEALTH INSURANCE COVERAGE TO RETIRED OR DISABLED PARTICIPANTS.
Expenses $491,028
As filed on the 2023 return.
Listed in Part VII
-
Jeremy RyanJEREMY RYAN
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Joseph P DillowJOSEPH P DILLOW
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 2
-
Miles FergusonMILES FERGUSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Mike HeibelMIKE HEIBEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Aaron WardAARON WARD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Rod HensleyROD HENSLEY
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.
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.
-
PORTSMOUTH JATC
EMPLOYER CONTRIBUTIONS · OH
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.
-
ATLAS INDUSTRIAL HOLDINGS LLC
EMPLOYER CONTRIBUTIONS · OH
-
CHAPEL ELECTRIC CO
EMPLOYER CONTRIBUTIONS · OH
-
COLLIER CONSTRUCTION SERVICE
EMPLOYER CONTRIBUTIONS · OH
-
DAY & ZIMMERMAN NPS
EMPLOYER CONTRIBUTIONS · PA
-
KLM ELECTRIC LLC
EMPLOYER CONTRIBUTIONS · KY
-
FLOUR-BWXT PORTSMOUTH LLC
EMPLOYER CONTRIBUTIONS · OH
-
GEIGER BROTHERS
EMPLOYER CONTRIBUTIONS · OH
-
HILSCHER-CLARKE ELECTRIC
EMPLOYER CONTRIBUTIONS · OH
-
INDUSTRIAL CONTRACTORS SKANSKA
EMPLOYER CONTRIBUTIONS · IN
-
INNOVATION TRENCHING USA
EMPLOYER CONTRIBUTIONS · DE
-
JW DIDADO ELEC
EMPLOYER CONTRIBUTIONS · OH
-
J&J GENERAL MAINTENANCE
EMPLOYER CONTRIBUTIONS · OH
-
JT ELECTRIC
EMPLOYER CONTRIBUTIONS · PA
-
NOLAN ELECTRICAL CONSTRUCTION
EMPLOYER CONTRIBUTIONS · OH
-
OYER ELECTRIC
EMPLOYER CONTRIBUTIONS · NY
-
POTOMAC ELECTRICAL SERVICES
EMPLOYER CONTRIBUTIONS · MD
-
PRITCHARD ELECTRIC
EMPLOYER CONTRIBUTIONS · WV
-
SONEK ELECTRIC
EMPLOYER CONTRIBUTIONS · OH
-
THE SUPERIOR GROUP
EMPLOYER CONTRIBUTIONS · OH
-
TURNER INDUSTRIAL MAINTENANCE
EMPLOYER CONTRIBUTIONS · LA
-
WE CONTRACTING LLC
EMPLOYER CONTRIBUTIONS · OH
-
WAI CONSTRUCTION GROUP
EMPLOYER CONTRIBUTIONS · OH
-
CLAYS PERFORMANCE CONSTRUCTION
EMPLOYER CONTRIBUTIONS · KY
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
ESI INC
EMPLOYER CONTRIBUTIONS · OH
-
HATZEL BUEHLER INC
EMPLOYER CONTRIBUTIONS · OH
-
JF EDWARDS CONSTRUCTION CO
EMPLOYER CONTRIBUTIONS · IL
-
KIEWIT POWER CONSTRUCTORS
EMPLOYER CONTRIBUTIONS · OH
-
MEAD & WHITE ELECTRIC INC
EMPLOYER CONTRIBUTIONS · MI
-
PAYNECREST ELECTRIC INC
EMPLOYER CONTRIBUTIONS · MO
-
WEST END ELECTRIC CO INC
EMPLOYER CONTRIBUTIONS · OH
-
S&S ELECTRIC INC
EMPLOYER CONTRIBUTIONS · OH
-
C & J ELECTRIC INC
EMPLOYER CONTRIBUTIONS · OH
-
CUPERTINO ELECTRIC
EMPLOYER CONTRIBUTIONS · CA
-
LAKE EERIE ELECTRIC
EMPLOYER CONTRIBUTIONS · OH
-
MCGRAWKOKOSING INC
EMPLOYER CONTRIBUTIONS · OH
-
SIDEWINDER ELECTRIC INC
EMPLOYER CONTRIBUTIONS · OH
-
CONTI ELECTRIC INC
EMPLOYER CONTRIBUTIONS · MI
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 27 September 2024
- IRS schema version
- 2023v5.1
- Source object
- 202422819349302152
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