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Nonprofiteer
← ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND

Form 990 for tax year 2022

Filed by ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND.

Totals

Total revenue
$36,184,177
Total expenses
$33,602,685
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$34,601,716
Investment income
$972,238
Other revenue
$610,223
Total assets, end of year
$82,350,444
Total liabilities, end of year
$21,822,863
Net assets or fund balances, end of year
$60,527,581
Program services expenses (Part IX)
$32,125,886
Management and general expenses
$1,476,799
Fundraising expenses
$0
Program service expenses (Part III)
$32,125,886

Program services were 95.6% 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 $33,837,094 · related or exempt $33,837,094

  • 2b · Program service revenue: PARTICIPANT CONTRIBUTIO

    total $764,622 · related or exempt $764,622

  • 3 · Investment income

    total $2,084,929 · excluded $2,084,929

  • 7a · Gross sales of assets other than inventory

    securities $59,545,616

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

    securities $60,658,307

  • 7c · Gain or loss

    securities -$1,112,691

  • 7d · Net gain or loss

    total -$1,112,691 · excluded -$1,112,691

  • 11a · Other revenue: STOP LOSS REIMBURSEMENTS

    total $610,223 · excluded $610,223

  • 11e · Other revenue, total

    $610,223

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $32,125,886 · program services $32,125,886

  • 11b · Fees: legal

    total $20,220 · management and general $20,220

  • 11c · Fees: accounting

    total $74,058 · management and general $74,058

  • 11f · Fees: investment management

    total $215,708 · management and general $215,708

  • 19 · Conferences, conventions and meetings

    total $31,705 · management and general $31,705

  • 24a · Other expenses: ADMINSTRATION FEES

    total $497,744 · management and general $497,744

  • 24b · Other expenses: BENEFIT FEES

    total $360,212 · management and general $360,212

  • 24c · Other expenses: POSTAGE, PRINTING & TEL

    total $72,924 · management and general $72,924

  • 24d · Other expenses: CONSULTING & ACTUARY

    total $69,300 · management and general $69,300

  • 24e · All other expenses

    total $134,928 · management and general $134,928

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,838,051 · end of year $2,340,238

  • 2 · Savings and temporary cash investments

    beginning of year $13,787,841 · end of year $11,302,291

  • 4 · Accounts receivable

    beginning of year $3,939,739 · end of year $4,932,713

  • 9 · Prepaid expenses and deferred charges

    beginning of year $31,849 · end of year $36,374

  • 11 · Investments: publicly traded securities

    beginning of year $60,591,788 · end of year $63,738,828

  • 12 · Investments: other securities

    beginning of year $38,780

  • 17 · Accounts payable and accrued expenses

    beginning of year $162,039 · end of year $112,581

  • 25 · Other liabilities

    beginning of year $20,869,172 · end of year $21,710,282

  • 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 $59,196,837 · end of year $60,527,581

Mission and programs · 2022

Mission

TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS

Activities or mission (Part I)

PROVIDE HEALTH BENEFITS TO PARTICIPANTS

  • PROVIDE HEALTH BENEFITS TO PARTICIPANTS

    Expenses $32,125,886 · Revenue $34,601,716

As filed on the 2022 return.

Listed in Part VII

  • Dan Pasini

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Abe Talakai

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Brian Iwashita

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • David Chad

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Tim Lynch

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Scott Wein

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • William Kuhr

    TRUSTEE, CHAIRMAN

    Total calculated
    $0
    Hours/week
    5

  • Dave Mauro

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

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.

  • SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RET PLAN

    401 · MULTI EMPLOYER D C PENSION PLAN TO PROVIDE BENEFITS TO PARTICIPANTS

  • INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO 617

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.

  • ACS CONTROLS

  • AIR SYSTEMS

  • ALTAS PELLIZZARI & ELECTRIC INC

  • ARTISTIC LIGHTING & ELECT

  • BAKER ELECTRIC

  • BASS ELECTRIC

  • BECKER TECH SERVICES INC

  • BELTRAMO ELECTRIC INC

  • BELYCO INC

  • BEST ELECTRICAL CO INC

  • CACHE VALLEY ELECTRIC CO

  • COLEVAN ELECTRIC INC

  • COLLINS ELECTRIC CO INC

  • COLUMBIA ELECTRIC INC

  • CONJ FRANKE ELECTRIC

  • DEL MONTE ELECTRIC CO INC

  • DECKER ELECTRIC

  • DELUCCHI

  • DESIGN ELECTRIC

  • EDLEN ELEC EXHIB SERV

  • FIDATO

  • FREEDOM DECORATING SERVICE INC

  • GREGERSEN CO

  • HVAC CONTROLS CORP

  • K&B ELECTRIC INC

  • LIBERTY ELECT OF SAN MATEO INC

  • MAXIMUM ELECTRIC INC

  • MCMILLIAN BROS ELECTRIC INC

  • MDD ENTERPRISES INC

  • METROPOL ELECT CONSTR INC

  • MIKE BROWN ELECTRIC CO

  • MORROW MEADOWS CORP

  • PAGANINI ELECTRIC

  • PALMER ELECTRIC

  • QUALITY CONTROLS

  • RELIANCE ENGINEERING INC

  • RUDOLPH CALER INC

  • SCHETTER ELECTRIC

  • SIERRA ELECTRIC CO

  • SPRIG ELECT CO

  • STADTNER CO INC

  • SYSTEMS MECH INC

  • TJ WARD & ASSOCIATES

  • THERMA CORP

  • TRI-BAY ELECTRIC INC

  • TRINITY EMCS INC

  • W BRADLEY ELECTRIC

  • WEST BAY ELECTRIC INC

  • SR BRAY LLC DBA POWER PLUS

  • SST CONSTRUCTION LLC

Related corporations and trusts

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

  • ALVAH CONTRACTORS INC

  • AMS ELECTRIC INC

  • BARRI ELECTRIC CO INC

  • BEI CONSTRUCTION INC

  • BEING OF SERVICE INC

  • BRAYER ELECTRIC CO

  • CBF INC

  • CENTRAL SIERRA ELECT

  • CHARLES M PRESCOTT ELECT

  • CROCKETT ELECTRIC CO

  • CSI ELECTRICAL CONT INC

  • CUPERTINO ELECTRIC

  • DAWSON ELECTRIC

  • DELTA TECH INC

  • EJ WEBER ELECTRIC CO INC

  • ELCOR ELECTRIC

  • ERVIN CO

  • HA BOWEN ELECTRIC

  • INTERMOUNTAIN ELECT CO

  • J COPELLO INTERN CORP

  • JESS ZUNIGA ENT INC

  • KINGSTON CONTRACT INC

  • MARK OLSEN ELECTRIC INC

  • MDE NORTH INC

  • PAJAVO VALLEY ELECTRIC INC

  • PFEIFFER ELECTRIC

  • RED TOP ELECTRIC

  • REPUBLIC ELECTRIC

  • ST FRANCIS ELEC

  • SELECTRIC SERVICES

  • SHEPPERD ENGINEERING

  • SMITH & SONS ELECT INC

  • STATE BUILD & CONSTRUC TRADES

  • STEINY & COMPANY

  • SUNBELT CONTROLS INC

  • TDN ELECTRIC INC

  • TENNYSON ELECTRIC

  • THERMAL MECHANICAL INC

  • TL ELECTRIC INC

  • TRYCO ELECTRIC INC

  • YOUNG ELECTRIC

  • ZECO ELECTRIC COMPANY

  • BOCKMON & WOODY ELECTRIC CO INC

  • CH REYNOLDS ELECTRIC INC

  • ROSENDIN ELECTRIC

  • SHIMMICK CONSTRUCTION CO INC

  • SPLICING TERMINATING & TESTING INC

  • TOWERS ELECTRIC

  • UNITED CA BUILDING AUTOMATION

  • ARKTOS INCORPORATED

  • BLOCKA CONSTRUCTION INC

  • PACIFIC DATA ELECTRIC INC

  • POWER TELECOMM & SECURITY INC

  • STARLITE ELECTRIC INC

  • AGRESTI ELECTRIC INC

  • ALDRIDGE ELECTRIC INC

  • ASF ELECTRIC INC

  • NILES ELECTRIC COMPANY INC

  • BANISTER ELECTRICAL INC

  • BECI ELECTRIC INC

  • BOSCACCI INC DBA AMP ELECTRIC

  • EDWARDS LEMOCOR LAYOUT CO DBA ELLCO ELECTRIC

  • ELDRIDGE ELECTRIC & SON INC

  • GLOBAL EXPERIENCE SPECIALIST

  • MCCLURE ELECTRIC INC

  • SUPERIOR ELECTRIC INC

  • RC ELECTRIC INC

  • SUN FLOWER ELECTRIC

  • GRAND ELECTRIC & CONSTRUCTION CO INC

  • PRIME ELECTRIC

  • SANTA MARIA ELECTRIC INC

  • CONTI CORPORATION

  • LIFFEY ELECTRIC INC

  • SILVER CREEK CONSTRUCTION INC

  • TRI-NOVA INC

  • VICTORY ELECTRIC

  • WILHITE ELECTRIC INC

  • ALBERT ELECTRIC INC

  • BALFOUR BEATTY RAIL INC

  • BEAR ELECTRIC SOLUTIONS INC

  • CAPITAL ELECTRIC CONSTRUCTION CO

  • CONTRA COSTA ELECTRIC INC

  • DD LINNEMAN DBA D&D ELECTRIC

  • ELCO ELECTRIC INC

  • MESA ENERGY SYSTEMS INC

  • MNR ENTERPRISES INC DBA SYSTEMS ELECTRIC

  • TUNNEL ELECTRIC INC

  • VIAD INC

  • WILKINSON ELECTRIC INC

  • ALONSO ELECTRIC

  • PATRICK MORGAN ELECTRIC

  • ALL BEST BUILDERS INC

  • ELOCIN CONSTRUCTION CO INC

  • MCKEE & COMPANY ELECTRIC

  • OEG INC

  • PROFESSIONAL TELECOMMUNICATIONS SERVICES INC

  • QUALITY CONSTRUCTION ELECTRIC SERVICES INC

  • RAY SCHEIDTS ELECTRIC

  • RELIABLE MONITORING SERVICES

  • SCHNEIDER ELECTRIC BUILDINGS AMERICA INC

  • STUDEBAKER BROWN ELECTRIC INC

  • SYSERCO INC

  • TAFT ELECTRIC COMPANY

  • TRI-COUNTY POWER AND AUTOMATION INC

  • ALL PHASE ELECTRICAL

  • BROWN & FESLER INC

  • CAMALI CORPORATION

  • DW NICHOLSON CORPORATION

  • FREEMAN EXPOSITIONS LLC

  • JOSH WATT ELECTRIC INC

  • MEGA ELECTRIC & PV INC

  • MODERN RAILWAY SYSTEMS

  • N2 ELECTRIC INC

  • PREFERRED ELECTRICAL CONST

  • SILMAN INDUSTRIES

  • SETPOINT CONTROL INC

  • TL ELECTRIC INC

  • J & A ELECTRIC INC

  • YOTTA ELECTRICAL SERVICES INC

  • A-C ELECTRIC COMPANY

  • BUILDING & COMPUTER ELECTRIC INC

  • PRO-CAL LIGHTING INC

  • ROSSI & CARR ELECTRICAL INC

Provenance

Return type
form_990
Tax year
2022
Filed
22 March 2024
IRS schema version
2022v5.0
Source object
202410829349301101

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