Skip to content
Nonprofiteer
← LOCAL 94 IBEW HEALTH AND WELFARE FUND

Form 990 for tax year 2023

Filed by LOCAL 94 IBEW HEALTH AND WELFARE FUND.

Totals

Total revenue
$15,784,387
Total expenses
$10,751,063
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$14,888,510
Investment income
$678,664
Other revenue
$217,213
Total assets, end of year
$28,599,749
Total liabilities, end of year
$1,896,650
Net assets or fund balances, end of year
$26,703,099
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 $14,823,027 · related or exempt $14,823,027

  • 2b · Program service revenue: COBRA CONTRIBUTIONS

    total $65,483 · related or exempt $65,483

  • 3 · Investment income

    total $650,168 · related or exempt $650,168

  • 7a · Gross sales of assets other than inventory

    securities $3,983,215

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

    securities $3,954,719

  • 7c · Gain or loss

    securities $28,496

  • 7d · Net gain or loss

    total $28,496 · related or exempt $28,496

  • 11a · Other revenue: MEDICAL REBATES

    total $217,134 · related or exempt $217,134

  • 11b · Other revenue: MISCELLANEOUS INCOME

    total $79 · related or exempt $79

  • 11e · Other revenue, total

    $217,213

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $10,133,659

  • 11a · Fees: management

    total $252,882

  • 11b · Fees: legal

    total $27,364

  • 11c · Fees: accounting

    total $40,700

  • 11f · Fees: investment management

    total $220,289

  • 11g · Fees: other

    total $2,500

  • 13 · Office expenses

    total $16,789

  • 16 · Occupancy

    total $9,983

  • 23 · Insurance

    total $546

  • 24a · Other expenses: PUBLIC GOODS POOL

    total $46,351

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,089,395 · end of year $3,806,227

  • 11 · Investments: publicly traded securities

    beginning of year $16,436,095 · end of year $24,617,674

  • 15 · Other assets

    beginning of year $291,702 · end of year $175,848

  • 25 · Other liabilities

    beginning of year $1,787,608 · end of year $1,896,650

  • 31 · Retained earnings, endowment or other funds

    beginning of year $20,029,584 · end of year $26,703,099

Mission and programs · 2023

Mission

TO PROVIDE MEDICAL BENEFITS FOR ELIGIBLE PARTICIPANTS.

  • TO PAY MEDICAL BENEFITS FOR ELIGIBLE PARTICIPANTS.

As filed on the 2023 return.

Listed in Part VII

  • Joe Checkley

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Adam Neuman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Steven Sidle

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • William Totten

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

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.

  • CONTRACT CALLERS INC

    LINE SVCS · GA

  • ETINOFF INC

    LINE SVCS · DE

  • LINECO BENEFIT FUND

    LINE SVCS

  • NELSON TREE SERVICE

    LINE SVCS · OH

  • ASPLUNDH TREE EXPERT

    LINE SVCS · PA

  • INVENTIVE SOLUTIONS LLC

    LINE SVCS · GA

  • MERIDIAN SERVICES GROUP INC

    LINE SVCS · NJ

  • NG GILBERT SERVICES LLC

    LINE SVCS · IN

  • TUFF GREENS LLC

    LINE SVCS · NJ

  • DAVEY TREE

    LINE SVCS · OH

  • LEWIS TREE SERVICE INC

    LINE SVCS · NY

  • PM CONTRACTING SERVICES LLC

    LINE SVCS · NJ

  • WBE LINE SERVICES LLC

    LINE SVCS · PA

  • WRS ENVIRONMENT SVCS

    LINE SVCS · NY

  • DESOTO LINE SERVICES LLC

    LINE SVCS · FL

  • CLEAN EARTH MATTERS

    LINE SVCS · NJ

Provenance

Return type
form_990
Tax year
2023
Filed
17 April 2025
IRS schema version
2023v6.0
Source object
202531079349301003

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.