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← IBEW 82 HEALTH AND WELFARE FUND

Form 990 for tax year 2022

Filed by IBEW 82 HEALTH AND WELFARE FUND.

Totals

Total revenue
$17,228,827
Total expenses
$14,600,037
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$16,392,570
Investment income
$836,257
Other revenue
$0
Total assets, end of year
$33,174,101
Total liabilities, end of year
$135,861
Net assets or fund balances, end of year
$33,038,240
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 Contribution

    total $15,808,004 · related or exempt $15,808,004

  • 2b · Program service revenue: Participant Contribution

    total $584,566 · related or exempt $584,566

  • 3 · Investment income

    total $771,846 · excluded $771,846

  • 7a · Gross sales of assets other than inventory

    securities $21,215,053

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

    securities $21,150,642

  • 7c · Gain or loss

    securities $64,411

  • 7d · Net gain or loss

    total $64,411 · excluded $64,411

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $13,363,161

  • 11b · Fees: legal

    total $38,853

  • 11c · Fees: accounting

    total $29,139

  • 11f · Fees: investment management

    total $32,420

  • 11g · Fees: other

    total $72,050

  • 19 · Conferences, conventions and meetings

    total $8,460

  • 23 · Insurance

    total $34,382

  • 24a · Other expenses: Claims Admin Fees

    total $963,216

  • 24b · Other expenses: Trustee Fees

    total $29,353

  • 24c · Other expenses: Printing

    total $10,656

  • 24d · Other expenses: Miscellaneous

    total $8,313

  • 24e · All other expenses

    total $10,034

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $365,883 · end of year $954,434

  • 2 · Savings and temporary cash investments

    beginning of year $3,403,296 · end of year $1,080,934

  • 4 · Accounts receivable

    beginning of year $1,611,566 · end of year $1,595,309

  • 9 · Prepaid expenses and deferred charges

    beginning of year $19,821 · end of year $19,821

  • 11 · Investments: publicly traded securities

    beginning of year $23,738,405 · end of year $29,523,603

  • 17 · Accounts payable and accrued expenses

    beginning of year $98,499 · end of year $135,861

  • 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 $29,040,472 · end of year $33,038,240

Mission and programs · 2022

Mission

To provide health, prescription and death benefits to covered members, retirees and dependents.

  • Provided self funded health insurance benefits, as well as fully insured life and disability benefits and supplemental medicare coverage to eligible participants, dependents, and retirees of International Brotherhood of Electrical Workers Local 82.

As filed on the 2022 return.

Listed in Part VII

  • James A Fortkamp

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Jack Lohbeck

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Jeffrey Serrer

    Alt. Trustee

    Total calculated
    $0
    Hours/week
    2

  • Mark Poeppelmeier

    Chairman

    Total calculated
    $0
    Hours/week
    2

  • Jeff McGuffey

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Greg Gust

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Jerome Welling

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Carter Harrison

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Warren Craport

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Justin Welling

    Alt. Trustee

    Total calculated
    $0
    Hours/week
    2

  • KeyBank

    Institutional Trustee

    Total calculated
    $22,410
    From this org
    $22,410
    From related orgs
    $0
    Other
    $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.

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.

  • BUTLERWARREN CO ELEC JATC

  • IBEW LOCAL 648

  • NECAIBEW FMCP

  • IBEW LOCAL UNION NO 82

    501(c)(5) · Labor Union - Sponsoring Entity · OH

  • JATC DAYTON

  • LOCAL #193

  • LOCAL 0001

  • LOCAL 0002

  • LOCAL 0005

  • LOCAL 0008

  • LOCAL 0009

  • LOCAL 0016

  • LOCAL 0017

  • LOCAL 0022

  • LOCAL 0032 (4TH DISTRICT IBEW)

  • LOCAL 0038

  • LOCAL 0042

  • LOCAL 0043

  • LOCAL 0046

  • LOCAL 0048

  • LOCAL 0058

  • LOCAL 0064

  • LOCAL 0076

  • LOCAL 0080

  • LOCAL 0098

  • LOCAL 0099

  • LOCAL 0104

  • LOCAL 0112

  • LOCAL 0124

  • LOCAL 0129

  • LOCAL 0130

  • LOCAL 0141 (4TH DISTRICT IBEW)

  • LOCAL 0176 H&W FUND

  • LOCAL 0197

  • LOCAL 0212

  • LOCAL 0212 NECA (FMCP)

  • LOCAL 0234

  • LOCAL 02420294

  • LOCAL 0270

  • LOCAL 0295 FMCP

  • LOCAL 0302

  • LOCAL 0306 (4TH DISTRICT IBEW)

  • LOCAL 0317 (4TH DISTRICT IBEW)

  • LOCAL 0332

  • LOCAL 0340

  • LOCAL 0347

  • LOCAL 0349 NECA IBEW

  • LOCAL 0354 8TH DIST

  • LOCAL 0357

  • LOCAL 0364

  • LOCAL 0369

  • LOCAL 0428

  • LOCAL 0429

  • LOCAL 0466 (4TH DISTRICT IBEW)

  • LOCAL 0479

  • LOCAL 0531

  • LOCAL 0532 8TH DISTRICT BEN FD

  • LOCAL 0540 CANTON ELECTRICAL

  • LOCAL 0569 SAN DIEGO

  • LOCAL 0573

  • LOCAL 0575 (4TH DISTRICT IBEW)

  • LOCAL 0601 (NECA)

  • LOCAL 0606

  • LOCAL 0611 NECA SW HEALTH

  • LOCAL 0617

  • LOCAL 0640

  • LOCAL 0648 FMCP

  • LOCAL 0649

  • LOCAL 0665 MICHIGAN

  • LOCAL 0676 (FMCP)

  • LOCAL 0683

  • LOCAL 0683 FMCP

  • LOCAL 0688

  • LOCAL 0697

  • LOCAL 0704

  • LOCAL 0714

  • LOCAL 0725

  • LOCAL 0816

  • LOCAL 0855

    501(c)(9) · Pension Plan · OH

  • LOCAL 0890

  • LOCAL 0915 H&W FUND

  • LOCAL 0968 (4TH DISTRICT IBEW)

  • LOCAL 0972 (4TH DISTRICT IBEW)

  • LOCAL 1105 (4TH DISTRICT IBEW)

  • LOCAL 1701

  • NECA-IBEW WELFARE TRUST FUND

  • WESTERN OH CHAPTER INC NECA

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.

  • CHAPEL ELECTRIC CO LLC

  • CINCY ELECT SOLUTIONS LLC

  • CLAY'S CONSTRUCTION LLC

  • HOLLSTEGE ELECTRIC LLC

  • JACKSON & JACKSON LLC

  • LEGACY 16 ELECTRIC LLC

  • MJ ELECTRIC LLC

  • MINNIEFIELD ELECTRICAL SOL

  • PATE ELECTRIC SERVICE LLC

  • THOMAS ELECTRIC

  • WHALEN ELECTRIC LLC

  • ASIDACO LLC

  • CHAPEL ROMANOFF TECHNOLOGIES

  • GINTER ELECTRICAL CONTRACTORS

  • KASTLE ELECTRIC CO LLC

  • KASTLE TECHNOLOGIES CO LLC

  • RIVER TOWN ELECTRIC LLC

  • UIS-OHIO LLC

  • ZENITH SYSTEMS LLC

  • ZIMMER INDUSTRIAL LLC

Related corporations and trusts

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

  • AMERILECT INC

  • ARCHIABLE ELECTRIC COMPANY

  • B&J ELECTRICAL CO INC

  • CAPITAL ELEC LINE BUILDERS

  • COUGAR ELECTRIC

  • DEBRA-KUEMPEL INC

  • DELTA ELECTRICAL CONTR

  • ELECTRICAL BUILDERS

  • ESI ELECTRICAL INC

  • FLUOR CONSTRUCTORS INT'L

  • GESELL ELECTRIC INC

  • GLENWOOD ELECTRIC INC

  • HILVERT & POPE ELECTRIC

  • INTEGRATED ELEC SOLUTIONS

  • LAKE ERIE ELECTRIC INC

  • MAYERS ELECTRIC CO INC

  • MCGRAWKOKOSING

  • MOUNTS ELECTRIC INC

  • NEWTRON GROUP

  • RIGLING ELECTRIC INC

  • SECO ELECTRIC

  • SIDEWINDER ELECTRIC CO INC

  • STUDEBAKER ELECTRIC

  • SYNERGY ELEC&MECH SERVC

  • TASK FORCE POWER INC

  • THE SUPERIOR GROUP

  • TJ WILLIAMS ELECTRIC CO

  • TPL TECHNICAL SERVICES

  • UNITED ELECTRIC CO INC

  • VOGT ELECTRIC COMPANY

  • WHITE FACILITY SERVICES

  • ELECTRICAL POWER SOLUTIONS

  • AZCO INC

  • C & J ELECTRIC INC

  • CAPITAL ELECTRIC LINE BLDRS

  • CE POWER SOLUTIONS

  • CHAPEL ELECTRIC CO

  • COUGAR ELECTRIC

  • DEBRA- KUEMPEL

  • DELTA ELECTRICAL CONTRACTORS

  • DPC CONTRACTORS

  • ESI ELECTRICAL CONTRACTORS

  • GLENWOOD ELECTRIC

  • GULU ELECTRICAL CONTRACTORS

  • HIGH VOLTAGE MAINTENANCE CORP

  • HILSCHER-CLARK ELECTRIC CO

  • INDROLECT COMPANY INC

  • JUSTICE ELECTRIC INC

  • LAKE ERIE ELECTRIC INC

  • MAXWELL LIGHTNING PROTECTION

  • MCGRAWKOKOSING

  • NEWTRON INC

  • POTOMAC TESTING

  • SECO ELECTRIC

  • SIDEWINDER ELECTRIC CO INC

  • SIDNEY ELECTRIC CO

  • SIDNEY ELECTRIC CO INC

  • STUDEBAKER ELECTRIC CO

  • TASK FORCE POWER

  • UNITED ELECTRIC CO

  • VSF ELECTRICAL CONTRACTING

  • YORK ELECTRIC INC

  • ZW TELECOM INC

Provenance

Return type
form_990
Tax year
2022
Filed
17 April 2024
IRS schema version
2022v5.0
Source object
202441239349300709

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