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← IBEW LOCAL UNION 575 RETIREE HEALTH BENEFIT FUND PLAN AND TRUST

Form 990 for tax year 2022

Filed by IBEW LOCAL UNION 575 RETIREE HEALTH BENEFIT FUND PLAN AND TRUST.

Totals

Total revenue
$1,028,273
Total expenses
$496,799
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,011,361
Investment income
$16,912
Other revenue
$0
Total assets, end of year
$2,156,700
Total liabilities, end of year
$968
Net assets or fund balances, end of year
$2,155,732
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
$466,476

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 $1,011,361 · related or exempt $1,011,361

  • 3 · Investment income

    total $16,912 · excluded $16,912

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $466,476

  • 11a · Fees: management

    total $13,417

  • 11b · Fees: legal

    total $1,207

  • 11c · Fees: accounting

    total $8,541

  • 11f · Fees: investment management

    total $961

  • 13 · Office expenses

    total $1,709

  • 23 · Insurance

    total $4,488

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $380,185 · end of year $643,671

  • 4 · Accounts receivable

    beginning of year $57,694 · end of year $309,152

  • 11 · Investments: publicly traded securities

    beginning of year $1,211,992 · end of year $1,203,877

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,339 · end of year $968

  • 27 · Net assets without donor restrictions

    beginning of year $1,645,532 · end of year $2,155,732

Mission and programs · 2022

Mission

TO HELP DEFRAY AND LESSEN THE COST OF HEALTH INSURANCE COVERAGE TO RETIRED OR DISABLED PARTICIPANTS.

  • TO HELP DEFRAY AND LESSEN THE COST OF HEALTH INSURANCE COVERAGE TO RETIRED OR DISABLED PARTICIPANTS.

    Expenses $466,476

As filed on the 2022 return.

Listed in Part VII

  • John Mandl

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Joseph P Dillow

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Miles Ferguson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Mike Heibel

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Dan Shirey

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • Gino Milani

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

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.

  • PORTSMOUTH JATC

    EMPLOYER CONTRIBUTIONS · OH

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.

  • ATLAS INDUSTRIAL HOLDINGS LLC

    EMPLOYER CONTRIBUTIONS · OH

  • CHAPEL ELECTRIC CO

    EMPLOYER CONTRIBUTIONS · OH

  • COLLIER CONSTRUCTION SERVICE

    EMPLOYER CONTRIBUTIONS · OH

  • DAY & ZIMMERMAN NPS

    EMPLOYER CONTRIBUTIONS · PA

  • DIXON ELECTRICAL SYSTEMS

    EMPLOYER CONTRIBUTIONS · WV

  • FLOUR-BWXT PORTSMOUTH LLC

    EMPLOYER CONTRIBUTIONS · OH

  • GEIGER BROTHERS

    EMPLOYER CONTRIBUTIONS · OH

  • HILSCHER-CLARKE ELECTRIC

    EMPLOYER CONTRIBUTIONS · OH

  • INDUSTRIAL CONTRACTORS SKANSKA

    EMPLOYER CONTRIBUTIONS · IN

  • INNOVATION TRENCHING USA

    EMPLOYER CONTRIBUTIONS · DE

  • JW DIDADO ELEC

    EMPLOYER CONTRIBUTIONS · OH

  • J&J GENERAL MAINTENANCE

    EMPLOYER CONTRIBUTIONS · OH

  • JT ELECTRIC

    EMPLOYER CONTRIBUTIONS · PA

  • NOLAN ELECTRICAL CONSTRUCTION

    EMPLOYER CONTRIBUTIONS · OH

  • OYER ELECTRIC

    EMPLOYER CONTRIBUTIONS · NY

  • POTOMAC ELECTRICAL SERVICES

    EMPLOYER CONTRIBUTIONS · MD

  • PRITCHARD ELECTRIC

    EMPLOYER CONTRIBUTIONS · WV

  • SONEK ELECTRIC

    EMPLOYER CONTRIBUTIONS · OH

  • THE SUPERIOR GROUP

    EMPLOYER CONTRIBUTIONS · OH

  • TURNER INDUSTRIAL MAINTENANCE

    EMPLOYER CONTRIBUTIONS · LA

  • WE CONTRACTING LLC

    EMPLOYER CONTRIBUTIONS · OH

  • WAI CONSTRUCTION GROUP

    EMPLOYER CONTRIBUTIONS · OH

Related corporations and trusts

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

  • ESI INC

    EMPLOYER CONTRIBUTIONS · OH

  • HATZEL BUEHLER INC

    EMPLOYER CONTRIBUTIONS · OH

  • JF HEIBEL ELECTRIC INC

    EMPLOYER CONTRIBUTIONS · OH

  • KIEWIT POWER CONSTRUCTORS

    EMPLOYER CONTRIBUTIONS · OH

  • MEAD & WHITE ELECTRIC INC

    EMPLOYER CONTRIBUTIONS · MI

  • PAYNECREST ELECTRIC INC

    EMPLOYER CONTRIBUTIONS · MO

  • WEST END ELECTRIC CO INC

    EMPLOYER CONTRIBUTIONS · OH

  • S&S ELECTRIC INC

    EMPLOYER CONTRIBUTIONS · OH

Provenance

Return type
form_990
Tax year
2022
Filed
2 November 2023
IRS schema version
2022v5.0
Source object
202303109349300935

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