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← NECA-IBEW LOCAL 364 SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLAN

Form 990 for tax year 2023

Filed by NECA-IBEW LOCAL 364 SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLAN.

Totals

Total revenue
$4,085,214
Total expenses
$2,893,821
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$3,654,530
Investment income
$413,919
Other revenue
$16,765
Total assets, end of year
$12,343,195
Total liabilities, end of year
$449,976
Net assets or fund balances, end of year
$11,893,219
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 $3,654,530 · related or exempt $3,654,530

  • 3 · Investment income

    total $439,011 · excluded $439,011

  • 7a · Gross sales of assets other than inventory

    securities $2,584,444

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

    securities $2,609,536

  • 7c · Gain or loss

    securities -$25,092

  • 7d · Net gain or loss

    total -$25,092 · related or exempt -$25,092

  • 11a · Other revenue: LATE PAYMENT ASSESSMENTS

    total $16,765 · excluded $16,765

  • 11e · Other revenue, total

    $16,765

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $2,814,396

  • 11b · Fees: legal

    total $4,059

  • 11c · Fees: accounting

    total $20,975

  • 11f · Fees: investment management

    total $12,000

  • 19 · Conferences, conventions and meetings

    total $160

  • 23 · Insurance

    total $3,396

  • 24a · Other expenses: OFFICE EXPENSE

    total $17,330

  • 24b · Other expenses: OFFICE ADMINISTRATION

    total $11,334

  • 24c · Other expenses: ADMINISTRATION EXPENSES

    total $9,791

  • 24d · Other expenses: RMA ANNUAL FEE

    total $380

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $206,669 · end of year $357,818

  • 4 · Accounts receivable

    beginning of year $709,957 · end of year $171,626

  • 11 · Investments: publicly traded securities

    beginning of year $9,378,578 · end of year $11,813,751

  • 17 · Accounts payable and accrued expenses

    beginning of year $193,962 · end of year $449,976

  • 31 · Retained earnings, endowment or other funds

    beginning of year $10,101,242 · end of year $11,893,219

Mission and programs · 2023

Mission

PROVIDE BENEFITS TO ELIGIBLE MEMBERS.

  • TO PROVIDE SUPPLEMENTAL UNEMPLOYMENT AND DISABILITY BENEFITS.

As filed on the 2023 return.

Listed in Part VII

  • David Cargill

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • John Robinson

    SECRETARY

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Alan Golden

    TRUSTEE

    Total calculated
    $214,087
    From this org
    $0
    From related orgs
    $131,598
    Other
    $82,489
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    not reported + $131,598 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported + $82,489 related
    Filer's total
    not reported + $214,087 related

  • John Larson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Jim Lee

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Brad Vos

    TRUSTEE

    Total calculated
    $1,296
    From this org
    $0
    From related orgs
    $1,296
    Other
    $0
    Hours/week
    2 + 8 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

None.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
14 March 2025
IRS schema version
2023v6.0
Source object
202510739349300331

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