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← LAKE COUNTY INDIANA NECA IBEW HEALTH AND BENEFIT TRUST PLAN

Form 990 for tax year 2022

Filed by LAKE COUNTY INDIANA NECA IBEW HEALTH AND BENEFIT TRUST PLAN.

Totals

Total revenue
$19,140,849
Total expenses
$20,684,176
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$21,973,176
Investment income
-$2,851,649
Other revenue
$19,322
Total assets, end of year
$104,442,539
Total liabilities, end of year
$236,957
Net assets or fund balances, end of year
$104,205,582
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/RECIP CONTRIB.

    total $17,783,008 · related or exempt $17,783,008

  • 2b · Program service revenue: SUBSIDIZED RETIREE CONT

    total $2,207,097 · related or exempt $2,207,097

  • 2c · Program service revenue: PARTICIPANT CONTRIBUTIONS

    total $1,082,745 · related or exempt $1,082,745

  • 2d · Program service revenue: STOP LOSS & REINSURANCE

    total $426,289 · related or exempt $426,289

  • 2e · Program service revenue: PRESCRIPTION DRUG REBATES

    total $425,919 · related or exempt $425,919

  • 2f · All other program service revenue

    total $48,118 · related or exempt $48,118

  • 3 · Investment income

    total $1,633,342 · excluded $1,633,342

  • 7a · Gross sales of assets other than inventory

    securities $37,315,367

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

    securities $41,800,358

  • 7c · Gain or loss

    securities -$4,484,991

  • 7d · Net gain or loss

    total -$4,484,991 · excluded -$4,484,991

  • 11a · Other revenue: OTHER INCOME

    total $19,322 · excluded $19,322

  • 11e · Other revenue, total

    $19,322

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $19,945,830

  • 7 · Other salaries and wages

    total $186,271

  • 8 · Pension plan contributions

    total $64,499

  • 9 · Other employee benefits

    total $58,747

  • 10 · Payroll taxes

    total $16,251

  • 11b · Fees: legal

    total $68,143

  • 11c · Fees: accounting

    total $54,802

  • 11f · Fees: investment management

    total $112,960

  • 11g · Fees: other

    total $42,354

  • 13 · Office expenses

    total $81,517

  • 16 · Occupancy

    total $19,792

  • 19 · Conferences, conventions and meetings

    total $10,760

  • 22 · Depreciation, depletion and amortization

    total $1,944

  • 23 · Insurance

    total $10,481

  • 24a · Other expenses: FEES MANDATED BY ACA

    total $9,825

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $411,602 · end of year $351,132

  • 2 · Savings and temporary cash investments

    beginning of year $12,013,621 · end of year $6,177,390

  • 4 · Accounts receivable

    beginning of year $2,703,057 · end of year $8,854,407

  • 9 · Prepaid expenses and deferred charges

    beginning of year $69,925 · end of year $4,305

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

    $29,753

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

    $25,254

  • 10c · Land, buildings and equipment, net

    beginning of year $5,925 · end of year $4,499

  • 11 · Investments: publicly traded securities

    beginning of year $39,672,201 · end of year $44,489,090

  • 12 · Investments: other securities

    end of year $44,250,716

  • 15 · Other assets

    beginning of year $311,000 · end of year $311,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $163,070 · end of year $178,620

  • 19 · Deferred revenue

    beginning of year $370,109 · end of year $58,337

  • 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 $54,654,152 · end of year $104,205,582

Mission and programs · 2022

Mission

PROVIDE HEALTH BENEFITS

  • TO PROVIDE HEALTH AND WELFARE BENEFITS AND LIFE INSURANCE TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS IN ACCORDANCE WITH PLAN PROVISIONS.

As filed on the 2022 return.

Listed in Part VII

  • JOREE RICHARDS

    TRUSTEE

    Total calculated
    $221,537
    From this org
    $0
    From related orgs
    $157,149
    Other
    $64,388
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $152,758 related
    Bonus
    $0
    Other
    $0 + $4,391 related
    Deferred
    $0 + $37,931 related
    Nontaxable benefits
    $0 + $26,457 related
    Filer's total
    $0 + $221,537 related

  • FELIPE HERNANDEZ

    TRUSTEE

    Total calculated
    $193,018
    From this org
    $0
    From related orgs
    $128,630
    Other
    $64,388
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $124,440 related
    Bonus
    $0
    Other
    $0 + $4,190 related
    Deferred
    $0 + $37,931 related
    Nontaxable benefits
    $0 + $26,457 related
    Filer's total
    $0 + $193,018 related

  • ED SHIKANY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TOM CORSIGLIA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RICK ANDERSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM B WALTON JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ALEC DAVIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DAN WALDROP

    TRUSTEE

    Total calculated
    $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. 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.

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.

  • BASE ELECTRICAL SERVICES

    CONTRIBUTING EMPLOYER

Related corporations and trusts

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

  • A & E ELECTRIC CO INC

    CONTRIBUTING EMPLOYER

  • A PLUS DATACOMM INC

    CONTRIBUTING EMPLOYER

  • ADVANCED COMMUNICATIONS INC

    CONTRIBUTING EMPLOYER

  • ADVENT SYSTEMS INC

    CONTRIBUTING EMPLOYER

  • AMS MECHANICAL SYSTEMS

    CONTRIBUTING EMPLOYER

  • ATN TECHNOLOGY INC

    CONTRIBUTING EMPLOYER

  • AUSTGEN'S ELECTRIC INC

    CONTRIBUTING EMPLOYER

  • BELLSOM ELECTRIC

    CONTRIBUTING EMPLOYER

  • BERRY ELECTRIC CONTRACTING CO

    CONTRIBUTING EMPLOYER

  • BLOCK ELECTRIC CO

    CONTRIBUTING EMPLOYER

  • ACMS GROUP INC

    CONTRIBUTING EMPLOYER

  • CIRCLE R ELECTRIC INC

    CONTRIBUTING EMPLOYER

  • ABCO ELECTRICAL CONST & DESIGN

    CONTRIBUTING EMPLOYER

  • COMMUNICATION CO OF SOUTH BEND

    CONTRIBUTING EMPLOYER

  • CONTINENTAL ELECTRIC CO INC

    CONTRIBUTING EMPLOYER

  • CREDENT QUALITY ELECTRIC CO

    CONTRIBUTING EMPLOYER

  • EMCORHYRE ELECTRIC CO

    CONTRIBUTING EMPLOYER

  • ESCO COMMUNICATIONS INC

    CONTRIBUTING EMPLOYER

  • FLUOR CONSTRUCTORS INTERNATIONAL

    CONTRIBUTING EMPLOYER

  • GRAND KAHN

    CONTRIBUTING EMPLOYER

  • GREAT LAKES ELECTRICAL MAINT

    CONTRIBUTING EMPLOYER

  • GREEN LIGHT ELECTRIC LLC

    CONTRIBUTING EMPLOYER

  • H & T ELECTRICAL SERVICES INC

    CONTRIBUTING EMPLOYER

  • H M M SYSTEMS INC

    CONTRIBUTING EMPLOYER

  • H P DEVELOPMENT INC

    CONTRIBUTING EMPLOYER

  • HARTMANN ELECTRIC CO

    CONTRIBUTING EMPLOYER

  • HAVEL BROTHERS INC

    CONTRIBUTING EMPLOYER

  • HERRMAN & GOETZ INC

    CONTRIBUTING EMPLOYER

  • JAN ELECTRIC LLC

    CONTRIBUTING EMPLOYER

  • JOLEN ELECTRIC

    CONTRIBUTING EMPLOYER

  • KW CONSTRUCTION SERVICES

    CONTRIBUTING EMPLOYER

  • L & S ELECTRIC CO INC

    CONTRIBUTING EMPLOYER

  • LONG ELECTRIC CO INC

    CONTRIBUTING EMPLOYER

  • LOCAL 697 FEDERAL CREDIT UNION

    CONTRIBUTING EMPLOYER

  • M J ELECTRIC LLC

    CONTRIBUTING EMPLOYER

  • MARTELL ELECTRIC LLC

    CONTRIBUTING EMPLOYER

  • MEADE ELECTRIC COMPANY INC

    CONTRIBUTING EMPLOYER

  • MEANY ELECTRIC OF INDIANA

    CONTRIBUTING EMPLOYER

  • MIDWESTERN ELECTRIC INC

    CONTRIBUTING EMPLOYER

  • NEW AGE TELECOM INC

    CONTRIBUTING EMPLOYER

  • M B HERZOG ELECTRIC INC

    CONTRIBUTING EMPLOYER

  • PALOS ELECTRIC CO

    CONTRIBUTING EMPLOYER

  • PIONEER SIGN INC

    CONTRIBUTING EMPLOYER

  • PRECISION CONTROL SYSTEMS INC

    CONTRIBUTING EMPLOYER

  • SARGENT ELECTRIC COMPANY

    CONTRIBUTING EMPLOYER

  • SCHNEIDER ELEC BLDGS AMERICAS

    CONTRIBUTING EMPLOYER

  • SWENEY ELECTRIC COMPANY INC

    CONTRIBUTING EMPLOYER

  • AMBER MECHANICAL CONTRACTORS INC

    CONTRIBUTING EMPLOYER

  • TECH ELECTRONICS OF IL LLC

    CONTRIBUTING EMPLOYER

  • THE STATE GRP INDS (USA) LTD

    CONTRIBUTING EMPLOYER

  • TK ELECTRIC LLC

    CONTRIBUTING EMPLOYER

  • TRI-ELECTRONICS INC

    CONTRIBUTING EMPLOYER

  • VIDEOTEC CORPORATION II

    CONTRIBUTING EMPLOYER

  • AUSTIN ELECTRIC INC

    CONTRIBUTING EMPLOYER

  • AZCO INC

    CONTRIBUTING EMPLOYER

  • COMMUNICATION ZONE INC

    CONTRIBUTING EMPLOYER

  • CONTINENTAL ELEC CO INC-OFFICE

    CONTRIBUTING EMPLOYER

  • BELLSOM ELECTRIC-OFFICE

    CONTRIBUTING EMPLOYER

  • EMCORJWPHYRE ELECTRIC OFFICE

    CONTRIBUTING EMPLOYER

  • HAYES MECHANICAL

    CONTRIBUTING EMPLOYER

  • BRITE ELECTRIC INC

    CONTRIBUTING EMPLOYER

  • HUSTON ELECTRIC INC

    CONTRIBUTING EMPLOYER

  • H P DEVELOPMENT INC - OFFICE

    CONTRIBUTING EMPLOYER

  • JJ WHITE INC

    CONTRIBUTING EMPLOYER

  • KAISER ELEC CONTRACTORS INC

    CONTRIBUTING EMPLOYER

  • BOSS ELECTRIC

    CONTRIBUTING EMPLOYER

  • L & S ELECTRIC CO INC OFFICE

    CONTRIBUTING EMPLOYER

  • CREDENT INC - OFFICE

    CONTRIBUTING EMPLOYER

  • DURKIN ELECTRIC CO

    CONTRIBUTING EMPLOYER

  • STORMS MCMULLEN ELECT INC

    CONTRIBUTING EMPLOYER

  • SWENEY ELECTRIC CO INC OFFICE

    CONTRIBUTING EMPLOYER

  • TRI-ELECTRONICS INC ELEC

    CONTRIBUTING EMPLOYER

  • LANDMARK SIGN PARTNERS LL

    CONTRIBUTING EMPLOYER

  • MARCHIONE ELECTRIC INC

    CONTRIBUTING EMPLOYER

  • ELECTRICAL SYSTEMS INC

    CONTRIBUTING EMPLOYER

  • ELLIS ELECTRIC INC

    CONTRIBUTING EMPLOYER

  • PROGRESS ELECTRIC COMPANY

    CONTRIBUTING EMPLOYER

  • SKITCH ELECTRIC CO

    CONTRIBUTING EMPLOYER

  • SERVICE ELECTRIC OF ALLEN COUNTY

    CONTRIBUTING EMPLOYER

  • STANCY ELECTRIC INC

    CONTRIBUTING EMPLOYER

  • UNION TECHNOLOGY GROUP LLC

    CONTRIBUTING EMPLOYER

  • VOLT ELECTRIC INC

    CONTRIBUTING EMPLOYER

  • TRI-ELECTRONICS INC - OFFICE

    CONTRIBUTING EMPLOYER

Provenance

Return type
form_990
Tax year
2022
Filed
18 September 2023
IRS schema version
2022v5.0
Source object
202342619349300029

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