Form 990 for tax year 2023
Filed by I B E W LOCAL NO 400 SUPPLEMENTAL BENEFIT FUND.
Totals
- Total revenue
- $999,256
- Total expenses
- $882,140
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $990,005
- Investment income
- $9,251
- Other revenue
- $0
- Total assets, end of year
- $798,182
- Total liabilities, end of year
- $9,778
- Net assets or fund balances, end of year
- $788,404
- 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: EMPLOYERS CONTRIBUTION
total $990,005 · related or exempt $990,005
-
3 · Investment income
total $9,251 · excluded $9,251
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $808,700
-
11b · Fees: legal
total $2,407
-
11c · Fees: accounting
total $8,037
-
11f · Fees: investment management
total $1,957
-
11g · Fees: other
total $47,242
-
13 · Office expenses
total $655
-
19 · Conferences, conventions and meetings
total $12,632
-
23 · Insurance
total $322
-
24a · Other expenses: FIDELITY BOND
total $188
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $209,448 · end of year $108,764
-
4 · Accounts receivable
beginning of year $76,832 · end of year $164,509
-
9 · Prepaid expenses and deferred charges
beginning of year $240 · end of year $122,642
-
12 · Investments: other securities
beginning of year $263,941 · end of year $270,725
-
15 · Other assets
beginning of year $132,563 · end of year $131,542
-
17 · Accounts payable and accrued expenses
beginning of year $11,736 · end of year $9,778
-
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 $671,288 · end of year $788,404
Mission and programs · 2023
Mission
TO PROVIDE HEALTHCARE REIMBURSEMENT BENEFITS TO PARTICIPANTS
-
TO PROVIDE HEALTHCARE REIMBURSEMENT BENEFITS TO PARTICIPANTS
As filed on the 2023 return.
Listed in Part VII
-
Robert ShimkoROBERT SHIMKO
TRUSTEE
- Total calculated
- $377,164
- From this org
- $0
- From related orgs
- $220,564
- Other
- $156,600
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $220,564 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $83,814 related
- Nontaxable benefits
- $0 + $72,786 related
- Filer's total
- $0 + $377,164 related
-
Robert IngmanROBERT INGMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Michael TomasielloMICHAEL TOMASIELLO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
William JonesWILLIAM JONES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Thomas O Johnston EsqTHOMAS O JOHNSTON ESQ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth Manzo EsqELIZABETH MANZO ESQ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Michael RiccaMICHAEL RICCA
TRUSTEE
- Total calculated
- $323,298
- From this org
- $0
- From related orgs
- $189,063
- Other
- $134,235
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $189,063 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $71,844 related
- Nontaxable benefits
- $0 + $62,391 related
- Filer's total
- $0 + $323,298 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
- 3 · Approval by the board or compensation committee
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.
-
LOCAL UNION 400 IBEW PENSION PLAN
401(A) · PENSION FUND · NJ
-
LOCAL UNION 400 IBEW WELFARE PLAN
501(C)(9) · TO PROVIDE HEALTH & WELFARE BENEFITS TO PARTICIPANTS · NJ
-
LOCAL UNION 400 IBEW JOINT ANNUITY FUND
401(A) · TO PROVIDE ANNUITY BENEFITS TO PARTICIPANTS · NJ
-
501(C)(5) · TO REPRESENT UNION MEMBERS FOR THE PURPOSE OF COLLECTIVE BARGAINING · NJ
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 7 February 2025
- IRS schema version
- 2023v6.0
- Source object
- 202510389349300241
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