Skip to content
Nonprofiteer
← MICHIANA AREA ELECTRICAL WORKERS PLAN 4 TRUST

Form 990 for tax year 2022

Filed by MICHIANA AREA ELECTRICAL WORKERS PLAN 4 TRUST.

Totals

Total revenue
$2,904,536
Total expenses
$1,021,282
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$2,722,033
Investment income
$182,503
Other revenue
$0
Total assets, end of year
$7,806,947
Total liabilities, end of year
$37,257
Net assets or fund balances, end of year
$7,769,690
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% 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 $2,722,033 · related or exempt $2,722,033

  • 3 · Investment income

    total $204,982 · excluded $204,982

  • 7a · Gross sales of assets other than inventory

    securities $361,699

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

    securities $384,178

  • 7c · Gain or loss

    securities -$22,479

  • 7d · Net gain or loss

    total -$22,479 · related or exempt -$22,479

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $959,006

  • 11a · Fees: management

    total $2,640

  • 11b · Fees: legal

    total $9,699

  • 11c · Fees: accounting

    total $13,850

  • 11f · Fees: investment management

    total $6,173

  • 11g · Fees: other

    total $10,000

  • 13 · Office expenses

    total $7,864

  • 19 · Conferences, conventions and meetings

    total $5,909

  • 23 · Insurance

    total $6,141

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $96,119 · end of year $99,817

  • 2 · Savings and temporary cash investments

    beginning of year $577,493 · end of year $734,006

  • 4 · Accounts receivable

    beginning of year $258,264 · end of year $174,701

  • 9 · Prepaid expenses and deferred charges

    beginning of year $5,790 · end of year $5,141

  • 11 · Investments: publicly traded securities

    beginning of year $5,101,947 · end of year $6,793,282

  • 17 · Accounts payable and accrued expenses

    beginning of year $23,431 · end of year $37,257

  • 25 · Other liabilities

    beginning of year $78,078

  • 31 · Retained earnings, endowment or other funds

    beginning of year $5,938,104 · end of year $7,769,690

Mission and programs · 2022

Mission

PROVIDE FUNDING TO HELP OFFSET THE COSTS OF SUBSIDIZED RETIREE HEALTH CARE.

  • THE PURPOSE OF THE TRUST IS TO PROVIDE FUNDING TO THE MICHIANA AREA ELECTRICAL WORKERS HEALTH & WELFARE FUND TO OFFSET THE COST OF SUBSIDIZED RETIREE HEALTH CARE COSTS.

As filed on the 2022 return.

Listed in Part VII

  • Mike Leda

    TRUSTEE

    Total calculated
    $140,149
    From this org
    $0
    From related orgs
    $97,154
    Other
    $42,995
    Hours/week
    1 + 40 related

  • Jason Piontek

    SECRETARY

    Total calculated
    $130,729
    From this org
    $0
    From related orgs
    $89,362
    Other
    $41,367
    Hours/week
    1 + 40 related

  • Kevin Wooding

    TRUSTEE

    Total calculated
    $45,659
    From this org
    $0
    From related orgs
    $8,612
    Other
    $37,047
    Hours/week
    1 + 40 related

  • Derrick Amberg

    FORMER TRUST

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Roger Dosmann

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Christopher Grove

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Tim 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.

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.

  • ANDERSON PUMP SERVICE

  • ATLANTIC PLANT MAINT

  • AUSTGENS ELECTRIC INC

  • BHI ENERGY SPECIALTY SERVICE

  • BODINE ELECTRIC

  • BRITE ELECTRIC INC

  • CIRCLE R ELECTRIC INC

  • COLIP ELECTRIC CORP

  • COMMUNICATION CO OF SOUTH BEND

  • CONTINENTAL ELECTIC CO INC

  • CONVERGED COMMUNICATION PARTNERS

  • CRAIG ELECTRIC INC

  • DAY & ZIMMERMAN NPS

  • DELANEY TETCOM INC

  • DYNAMIC ELCETRIC INC

  • E SQUARED ELECTRICAL INC

  • ELECTRIC PLUS INC

  • ELECTRICAL MAINT & CONST LLC

  • ELECTRICORPE INC

  • ELITE ELECTRICAL LLC

  • ENVISION AUTOMATING LLC

  • ERH SERVICES LLC

  • FAIRCHILD COMM SYSTEMS INC

  • GROVE ELECTRICAL SERVICES INC

  • GT ELECTRIC AND SOLAR

  • H & G SERVICES INC

  • H&T ELECRTRICAL SERVICE

  • HARTMAN ELECTRIC INC

  • HAVEL BROS DIV OF SHAMBAUGH

  • HEIN ELECTRIC INC

  • HI TECH ELECTRIC CO

  • HOWELL ELECTRIC

  • IBID COUNTY ELECTRIC

  • J&J ELECTRIC OF INDIANA

  • J W PHYRE ELECRTIC CO OF INDI

  • JAMERSON & BAUWENS ELECTRICAL

  • JBL SIGNALS AND LIGHTING

  • JCA ELECTRIC INC

  • JETTLINE ELECTRIC INC

  • JP SYSTEMS INC

  • KAISER ELECTRICAL CONTRACTORSS

  • KIEWIT POWER CONSTRUCTORS CO

  • KW CONSTRUCTION SERVICES

  • LIBERTY ELECTRICAL COMP CORP

  • LINEAR ELECTRIC INC

  • LIVEWIRE ELECTRICAL SERVICES

  • MARTELL ELECTRIC

  • MCMANN ELECTRIC INC

  • MEAD & WHITE COLIP ELECTRIC

  • MIDWESTERN ELECTRICAL

  • MJ ELECTRIC LLC

  • NAVARRE SERVICES

  • NEWKIRK ELECTRICAL ASSOC INC

  • NITRO CONSTRUCTION SRVCS

  • PEMBERTON-DAVIS ELECTRIC CO

  • PIPING & EQUIPMENT CO INC

  • PRECISION CONTROL SYSTEMS

  • RIVERBEND ELECTRIC INC

  • ROBERT L FISHER ENT (TK ELEC)

  • SCHENK LIGHTNING ROD CO

  • SCHMIDT ELECTRIC

  • SCHWARTZ ELECTRIC INC

  • SERVCE ELECTRIC OF ALLEN CO

  • SERVICE ONE INDUSTRIAL

  • SHAMBAUGH & SON LP

  • SHAUM ELECTRIC CO INC

  • SHILLELLAGH ELECTRIC INC

  • STORMS MCMULLEN ELECTRIC INC

  • SWENEY ELECTRIC

  • TITAN ELECTRIC

  • TRI CITY DATA & ELECTRONIC

  • TRI CITY ELECTRICAL OF IOWA

  • WILLIAM CHARLES CONST CO

Provenance

Return type
form_990
Tax year
2022
Filed
5 December 2023
IRS schema version
2022v5.0
Source object
202400749349300605

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.