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← IBEW HEALTH & WELFARE TRUST FUND NECA LOCAL UNION NO 313

Form 990 for tax year 2024

Filed by IBEW HEALTH & WELFARE TRUST FUND NECA LOCAL UNION NO 313.

Totals

Total revenue
$18,856,129
Total expenses
$21,080,020
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$17,627,409
Investment income
$486,947
Other revenue
$741,773
Total assets, end of year
$28,321,621
Total liabilities, end of year
$2,533,453
Net assets or fund balances, end of year
$25,788,168
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: RECEIPTS FROM EMPLOYER

    total $15,595,728 · related or exempt $15,595,728

  • 2b · Program service revenue: RECEIPTS FROM PARTICIPANTS

    total $2,031,681 · related or exempt $2,031,681

  • 3 · Investment income

    total $486,947 · unrelated business $0 · excluded $486,947

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: RECIPROCAL CONTRIBUTIONS

    total $491,086 · related or exempt $491,086

  • 11b · Other revenue: RECIPROCAL INCOME

    total $240,139 · related or exempt $240,139

  • 11c · Other revenue: LIQUIDATED DAMAGES

    total $6,379 · related or exempt $6,379

  • 11d · All other revenue

    total $4,169 · related or exempt $4,169

  • 11e · Other revenue, total

    $741,773

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $19,059,299

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $99,092

  • 11b · Fees: legal

    total $52,315

  • 11c · Fees: accounting

    total $12,586

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $95,512

  • 11g · Fees: other

    total $875,410

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $83,473

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $11,520

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $10,570

  • 24a · Other expenses: OTHER FUND EXPENSES

    total $773,801

  • 24b · Other expenses: PCORI FEE

    total $5,429

  • 24c · Other expenses: DUES & SUBSCRIPTIONS

    total $1,013

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,627,087 · end of year $6,039,771

  • 2 · Savings and temporary cash investments

    beginning of year $4,167 · end of year $491,234

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $1,465,299 · end of year $84,238

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $19,667,343 · end of year $21,706,378

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $109,809 · end of year $2,533,453

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 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 $26,654,087 · end of year $25,788,168

Mission and programs · 2024

Mission

THE PURPOSE OF THE ORGANIZATION IS TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELECTRICAL WORKERS, THEIR SPOUSES AND DEPENDENTS. THIS IS ESSENTIALLY THE ONLY PROGRAM SERVICE OF THE ORGANIZATION AND ALL THE REVENUES AND EXPENSES ARE CONSIDERED TO BE FOR THIS PURPOSE.

Activities or mission (Part I)

THE PURPOSE OF THE ORGANIZATION IS TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELECTRICAL WORKERS, THEIR SPOUSES AND DEPENDENTS.

  • THE PURPOSE OF THE ORGANIZATION IS TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELECTRICAL WORKERS, THEIR SPOUSES AND DEPENDENTS. THIS IS ESSENTIALLY THE ONLY PROGRAM SERVICE OF THE ORGANIZATION AND ALL OF THE REVENUES AND EXPENSES ARE CONSIDERED TO BE FOR THIS PURPOSE.

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • James R Murrian

    CHAIRMAN

    Total calculated
    $256,363
    From this org
    $0
    From related orgs
    $152,061
    Other
    $104,302
    Hours/week
    2 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $148,980 related
    Bonus
    $0
    Other
    $0 + $3,081 related
    Deferred
    $0 + $59,748 related
    Nontaxable benefits
    $0 + $44,554 related
    Filer's total
    $0 + $256,363 related

  • Daniel Hahn

    CO-CHAIRMAN

    Total calculated
    $0
    Hours/week
    2 + 6 related

  • Bruce Esper

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 38 related

  • Robert F Maclennan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 38 related

  • John B Dennis III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 38 related

  • James Meyer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 6 related

  • Fred Fisher

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Jimmie Fitzsimmons

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 4 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.

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.

  • American Rod Company LLC

  • Atlas Electric LLC

  • B & B Lightning Protection LLC

  • Delaware Electric LLC

  • Generation Electrical Services LLC

  • Ion Electrical Construction Service LLC

  • JJD Electric LLC

  • Kane Communications LLC

  • Main Street Technologies DE

  • MNS Enterprises LLC

  • Paramount Electrical Service

  • Scanlon Assoc Industrial Contractors LLC

  • Union Electric Contracting Co LLC

Related corporations and trusts

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

  • AC Scott Electric Company Inc

  • Battaglia Electric Inc

  • Billitier Electric Inc

  • Burlington Electrical Testing Co Inc

  • Chammings Electric Inc

  • Climate Pros

  • Deca Incorporated

  • Diamond Electric Inc

  • Donaldson Electric Inc

  • Edwin L Heim Co

  • Electrician's Salary Deferral Plan

  • EWODUnion Bldg Trades Federal Credit

  • First State Electric Co

  • Furness Electric Co Inc

  • Goldsmith Associates Inc

  • Hatzel & Buehler Inc

  • Hobbs & Co Inc

  • J J White Inc

  • Janvier Electric Inc

  • Jones Lang LaSalle Americas Inc-NY

  • LanConnect Inc

  • Lubas Electric

  • Matrix NAC

  • Modern Controls Inc

  • Nooter Construction Co

  • Omni Instrumentation & Elec Services Inc

  • Penn-Ohio Electrical Company

  • Preferred Electric Inc

  • Riggs Distler & Company

  • Scott Testing Inc

  • Shields Electric Inc

  • Superior Electric Service Co

  • Tangent Cable Systems Inc

  • Tomey Electric Inc

Provenance

Return type
form_990
Tax year
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202503219349325755

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