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← INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL UNIONS 181 320 AND

Form 990 for tax year 2023

Filed by INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL UNIONS 181 320 AND.

Totals

Total revenue
$53,119,091
Total expenses
$50,100,163
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$51,530,233
Investment income
$1,471,980
Other revenue
$116,878
Total assets, end of year
$93,066,718
Total liabilities, end of year
$1,028,912
Net assets or fund balances, end of year
$92,037,806
Program services expenses (Part IX)
$50,100,163
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$50,100,163

Program services were 100.0% 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 $47,821,661 · related or exempt $47,821,661

  • 2b · Program service revenue: PARTICIPANT CONTRIBUTIONS

    total $3,708,572 · related or exempt $3,708,572

  • 3 · Investment income

    total $1,471,980 · unrelated business $1,471,980

  • 11a · Other revenue: COLLECTION FEES

    total $116,878 · excluded $116,878

  • 11e · Other revenue, total

    $116,878

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $46,771,865 · program services $46,771,865

  • 7 · Other salaries and wages

    total $302,794 · program services $302,794

  • 9 · Other employee benefits

    total $262,429 · program services $262,429

  • 10 · Payroll taxes

    total $23,656 · program services $23,656

  • 11b · Fees: legal

    total $40,281 · program services $40,281

  • 11c · Fees: accounting

    total $59,527 · program services $59,527

  • 11g · Fees: other

    total $2,346,318 · program services $2,346,318

  • 13 · Office expenses

    total $93,906 · program services $93,906

  • 16 · Occupancy

    total $26,007 · program services $26,007

  • 19 · Conferences, conventions and meetings

    total $25,130 · program services $25,130

  • 22 · Depreciation, depletion and amortization

    total $7,941 · program services $7,941

  • 23 · Insurance

    total $40,211 · program services $40,211

  • 24a · Other expenses: EQUIPMENT RENTAL

    total $53,872 · program services $53,872

  • 24b · Other expenses: PCORI FEES

    total $16,344 · program services $16,344

  • 24c · Other expenses: TELEPHONE

    total $13,397 · program services $13,397

  • 24d · Other expenses: BANK SERVICE CHARGES

    total $9,768 · program services $9,768

  • 24e · All other expenses

    total $6,717 · program services $6,717

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $222,984 · end of year $231,063

  • 2 · Savings and temporary cash investments

    beginning of year $3,351,498 · end of year $4,407,391

  • 4 · Accounts receivable

    beginning of year $5,884,303 · end of year $6,575,717

  • 9 · Prepaid expenses and deferred charges

    beginning of year $17,558 · end of year $18,316

  • 10a · Land, buildings and equipment: cost or other basis

    $105,272

  • 10b · Land, buildings and equipment: accumulated depreciation

    $86,567

  • 10c · Land, buildings and equipment, net

    beginning of year $16,209 · end of year $18,705

  • 12 · Investments: other securities

    beginning of year $77,173,751 · end of year $81,764,059

  • 14 · Intangible assets

    beginning of year $86,908 · end of year $51,467

  • 17 · Accounts payable and accrued expenses

    beginning of year $955,869 · end of year $957,830

  • 24 · Unsecured notes and loans payable

    beginning of year $86,908 · end of year $51,467

  • 25 · Other liabilities

    beginning of year $47,996 · end of year $19,615

  • 31 · Retained earnings, endowment or other funds

    beginning of year $85,662,438 · end of year $92,037,806

Mission and programs · 2023

Mission

THE ORGANIZATION'S MISSION IS TO OFFER AN EMPLOYEE BENEFIT PLAN WHICH PROVIDES HEALTHCARE BENEFITS AND DEATH BENEFITS TO ITS MEMBERS. THE PLAN COVERS SUBSTANTIALLY ALL ELIGIBLE MEMBERS IN INDIANA, KENTUCKY, AND ALABAMA.

  • THE EMPLOYEE BENEFIT PLAN PROVIDES DEATH BENEFITS AND BENEFITS FOR MEDICAL CARE DUE TO ACCIDENT OR ILLNESS. THE PLAN COVERS SUBSTANTIALLY ALL MEMBERS PRIMARILY IN INDIANA, KENTUCKY, AND ALABAMA.

    Expenses $50,100,163

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Aaron Purdue Alternate

    ALTERNATE TR

    Total calculated
    $0
    Hours/week
    3

  • Brad Byford

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Thomas Counts

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • William B Deaton

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Steven R Deig

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Carl R Dodge

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Jeff Glass

    ALTERNATE TR

    Total calculated
    $0
    Hours/week
    3

  • Chris Hayden

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • William L Johnson Jr

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    3

  • Cory Kuykendall

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

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.

  • SEE ATTACHED LIST

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.

  • SEE ATTACHED LIST

Related corporations and trusts

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

  • SEE ATTACHED LIST

Provenance

Return type
form_990
Tax year
2023
Filed
6 February 2025
IRS schema version
2023v6.0
Source object
202540419349301714

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