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← INTERNATIONAL BRTHOOD OF ELECTRICAL WORKERS WELFARE FUND LOCAL 728

Form 990 for tax year 2025

Filed by INTERNATIONAL BRTHOOD OF ELECTRICAL WORKERS WELFARE FUND LOCAL 728.

Totals

Total revenue
$13,475,729
Total expenses
$10,786,814
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$13,087,725
Investment income
$186,205
Other revenue
$201,799
Total assets, end of year
$11,348,570
Total liabilities, end of year
$92,496
Net assets or fund balances, end of year
$11,256,074
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 $13,060,387 · related or exempt $13,060,387

  • 2b · Program service revenue: PARTICIPANT CONTRIBUTIONS

    total $27,338 · related or exempt $27,338

  • 3 · Investment income

    total $160,283 · excluded $160,283

  • 7a · Gross sales of assets other than inventory

    securities $5,137,806

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

    securities $5,111,884

  • 7c · Gain or loss

    securities $25,922

  • 7d · Net gain or loss

    total $25,922 · excluded $25,922

  • 11a · Other revenue: MEDICAL LOSS RATIO REBATE

    total $176,221 · excluded $176,221

  • 11b · Other revenue: MISCELLANEOUS

    total $25,578 · excluded $25,578

  • 11e · Other revenue, total

    $201,799

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $10,385,572

  • 11a · Fees: management

    total $144,398

  • 11b · Fees: legal

    total $79,894

  • 11c · Fees: accounting

    total $29,342

  • 11f · Fees: investment management

    total $11,225

  • 11g · Fees: other

    total $107,045

  • 13 · Office expenses

    total $15,368

  • 19 · Conferences, conventions and meetings

    total $7,370

  • 23 · Insurance

    total $1,188

  • 24a · Other expenses: FEES MANDATED BY ACA

    total $2,832

  • 24b · Other expenses: RECIPROCAL TRANSFER FEE

    total $2,580

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,072,078 · end of year $3,594,727

  • 2 · Savings and temporary cash investments

    beginning of year $59,915 · end of year $37,953

  • 4 · Accounts receivable

    beginning of year $1,160,930 · end of year $1,188,921

  • 11 · Investments: publicly traded securities

    beginning of year $4,262,034 · end of year $6,526,969

  • 17 · Accounts payable and accrued expenses

    beginning of year $64,571 · end of year $92,496

  • 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 $8,490,386 · end of year $11,256,074

Mission and programs · 2025

Mission

PROVIDE HEALTH BENEFITS

  • TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS IN ACCORDANCE WITH THE PLAN DOCUMENT.

As filed on the 2025 return.

Listed in Part VII

  • Zac Cassidy

    TRUSTEE - CHAIRMAN

    Total calculated
    $175,018
    From this org
    $0
    From related orgs
    $134,022
    Other
    $40,996
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $134,022 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $23,628 related
    Nontaxable benefits
    $0 + $17,368 related
    Filer's total
    $0 + $175,018 related

  • Roger Moore

    TRUSTEE

    Total calculated
    $1,200
    From this org
    $0
    From related orgs
    $1,200
    Other
    $0
    Hours/week
    1 + 4 related

  • James Boylan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Justin McIntosh

    TRUSTEE

    Total calculated
    $172,547
    From this org
    $0
    From related orgs
    $134,022
    Other
    $38,525
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $134,022 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $21,157 related
    Nontaxable benefits
    $0 + $17,368 related
    Filer's total
    $0 + $172,547 related

  • James Stubblefield

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Rick Shawbell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jeff Meldrim

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Curtiss Morgan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jeff Randle

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

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.

  • IBEW LOCAL UNION 728 ANNUITY FUND

    401(A) · PROVIDE PENSION BENEFITS · FL

  • IBEW LOCAL UNION 728 PENSION FUND

    401(A) · PROVIDE PENSION BENEFITS · FL

  • IBEW LOCAL 728 UNION

    CONTRIBUTING EMPLOYER

  • FLORIDA E COAST JATC

    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 corporations and trusts

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

  • A AND W ELECTRIC

    CONTRIBUTING EMPLOYER

  • ALLIED POWER SERVICES LLC

    CONTRIBUTING EMPLOYER

  • ALWAYS ON ELECTRIC INC

    CONTRIBUTING EMPLOYER

  • ANCHOR MECHANICAL INC

    CONTRIBUTING EMPLOYER

  • AUSTEN ELECTRIC INC

    CONTRIBUTING EMPLOYER

  • BILLITIER ELECTRIC INC

    CONTRIBUTING EMPLOYER

  • BROADWAY ELECTRIC SVC

    CONTRIBUTING EMPLOYER

  • BROWN ELECTRICAL SOLUTION

    CONTRIBUTING EMPLOYER

  • CASTILLO ELECTRIC

    CONTRIBUTING EMPLOYER

  • DURHAM ELECTRIC

    CONTRIBUTING EMPLOYER

  • EDD HELMS ELECTRIC

    CONTRIBUTING EMPLOYER

  • EDLEN ELEC EXHIB

    CONTRIBUTING EMPLOYER

  • EEC LABOR INC

    CONTRIBUTING EMPLOYER

  • ELECTRIC SOLUTIONS UNLIMITED

    CONTRIBUTING EMPLOYER

  • ELECTRO DESIGN ENGIN INC

    CONTRIBUTING EMPLOYER

  • ELITE ELECTRICAL CONCEPTS

    CONTRIBUTING EMPLOYER

  • ELITE PWR SOLUTIONS INC

    CONTRIBUTING EMPLOYER

  • ENERGY EFFICIENT ELECTRIC

    CONTRIBUTING EMPLOYER

  • ESW SPECIALTY

    CONTRIBUTING EMPLOYER

  • E-TECH ELECTRIC INC

    CONTRIBUTING EMPLOYER

  • FISK ELECTRIC

    CONTRIBUTING EMPLOYER

  • GREEN ELECTRIC

    CONTRIBUTING EMPLOYER

  • INDUST ELEC TESTING INC

    CONTRIBUTING EMPLOYER

  • ION ELECTRIC LLC

    CONTRIBUTING EMPLOYER

  • IRISH ELECTRIC

    CONTRIBUTING EMPLOYER

  • ISLAND ELECTRIC EXPERTISE LLC

    CONTRIBUTING EMPLOYER

  • LECTRA-FAST ELEC SERVICES

    CONTRIBUTING EMPLOYER

  • LIGHTING MANAGEMENT

    CONTRIBUTING EMPLOYER

  • LIGHTNING ELECTRIC INC

    CONTRIBUTING EMPLOYER

  • MAIN-GUY ELECTRIC

    CONTRIBUTING EMPLOYER

  • MAJOR ELECTRICAL SOLUTIONS LLC

    CONTRIBUTING EMPLOYER

  • MALONE ELEC SOLUTIONS LLC

    CONTRIBUTING EMPLOYER

  • MARDANT ELECTRIC

    CONTRIBUTING EMPLOYER

  • MASTER VOLT ELECTRIC CORP

    CONTRIBUTING EMPLOYER

  • MILLER ELECT COMPANY

    CONTRIBUTING EMPLOYER

  • MILLER ELECTRICAL CONTRACTORS

    CONTRIBUTING EMPLOYER

  • MILLS ELEC SERVICE INC

    CONTRIBUTING EMPLOYER

  • PCI ENERGY SERVICES LLC

    CONTRIBUTING EMPLOYER

  • PRECISION ELEC FLA

    CONTRIBUTING EMPLOYER

  • PRUITT INDUSTRIAL

    CONTRIBUTING EMPLOYER

  • QUINN ELECTRIC

    CONTRIBUTING EMPLOYER

  • REVERE CONTROL SYSTEM INC

    CONTRIBUTING EMPLOYER

  • RONMO ELECTRIC LLC

    CONTRIBUTING EMPLOYER

  • SOUTH ATLANTIC ELECTRIC

    CONTRIBUTING EMPLOYER

  • TIRONE ELECTRIC

    CONTRIBUTING EMPLOYER

  • UNION TEMPORARY SERV INC

    CONTRIBUTING EMPLOYER

  • UNIVERSAL ELEC SERVICE

    CONTRIBUTING EMPLOYER

  • VACCATO ELECTRIC INC

    CONTRIBUTING EMPLOYER

  • VALOR CONSTRUCTION MGMT

    CONTRIBUTING EMPLOYER

  • WINTER HAVEN ELECTRIC

    CONTRIBUTING EMPLOYER

Provenance

Return type
form_990
Tax year
2025
Filed
14 August 2026
IRS schema version
2025v4.2
Source object
202642269349302684

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