Form 990 for tax year 2023
Filed by MICHIANA AREA ELECTRICAL WORKERS PLAN 4 TRUST.
Totals
- Total revenue
- $3,170,870
- Total expenses
- $1,088,750
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $2,862,131
- Investment income
- $305,603
- Other revenue
- $3,136
- Total assets, end of year
- $10,273,964
- Total liabilities, end of year
- $140,711
- Net assets or fund balances, end of year
- $10,133,253
- Program services expenses (Part IX)
- $1,088,750
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,088,750
Program services were 100.0% 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 $2,862,131 · related or exempt $2,862,131
-
3 · Investment income
total $315,741 · related or exempt $315,741
-
7a · Gross sales of assets other than inventory
other assets $361,413
-
7b · Less cost or other basis and sales expenses
securities $371,551
-
7c · Gain or loss
securities -$371,551 · other assets $361,413
-
7d · Net gain or loss
total -$10,138 · related or exempt -$10,138
-
11a · Other revenue: OTHER INCOME
total $2,240 · related or exempt $2,240
-
11b · Other revenue: LIQUID DATED DAMAGES
total $896 · related or exempt $896
-
11e · Other revenue, total
$3,136
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $1,024,748 · program services $1,024,748
-
11a · Fees: management
total $3,000 · program services $3,000
-
11b · Fees: legal
total $12,180 · program services $12,180
-
11c · Fees: accounting
total $14,500 · program services $14,500
-
11f · Fees: investment management
total $8,399 · program services $8,399
-
11g · Fees: other
total $10,000 · program services $10,000
-
13 · Office expenses
total $6,270 · program services $6,270
-
19 · Conferences, conventions and meetings
total $2,638 · program services $2,638
-
23 · Insurance
total $7,015 · program services $7,015
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $99,817 · end of year $128,895
-
2 · Savings and temporary cash investments
beginning of year $734,006 · end of year $10,361
-
4 · Accounts receivable
beginning of year $174,701 · end of year $245,347
-
9 · Prepaid expenses and deferred charges
beginning of year $5,141 · end of year $9,331
-
11 · Investments: publicly traded securities
beginning of year $6,793,282 · end of year $9,880,030
-
17 · Accounts payable and accrued expenses
beginning of year $37,257 · end of year $140,711
-
31 · Retained earnings, endowment or other funds
beginning of year $7,769,690 · end of year $10,133,253
Mission and programs · 2023
Mission
Funding provided to help offset the costs of subsidized retiree health care.
-
The purpose of the Trust is to provide funding to the Michiana Area Electrical Workers Health & Welfare Fund to offset the cost of subsidized retiree health care costs
Expenses $1,088,750
As filed on the 2023 return.
Listed in Part VII
-
Mike LedaMIKE LEDA
TRUSTEE
- Total calculated
- $145,650
- From this org
- $0
- From related orgs
- $101,056
- Other
- $44,594
- Hours/week
- 1 + 40 related
-
Jason PiontekJASON PIONTEK
SECRETARY
- Total calculated
- $135,853
- From this org
- $0
- From related orgs
- $92,972
- Other
- $42,881
- Hours/week
- 1 + 40 related
-
Tim NoonanTIM NOONAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Eric RutkowskiERIC RUTKOWSKI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Christopher GroveCHRISTOPHER GROVE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Kevin WoodingKEVIN WOODING
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Roger DosmannROGER DOSMANN
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1 + 40 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.
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.
-
IBEW LOCAL 153
501C5 · LOCAL APPRENTICE · IN
-
SOUTH BEND & VICINITY ELEC JATC
501C3 · APPRENTICE · IN
-
MICHIANA ELEC MONEY PURCHASE PLAN
401A · ANNUITY · MI
-
MICHIANA AREA ELEC WORKERS PENSION
401B · PENSION · MI
-
MICHIANA ELEC WRKRS HLTH & WELFARE
501C9 · HEALTH · MI
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 corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
ATLANTIC PLANT MAINTENANCE
-
AUSTGENS ELECTRIC INC
-
BERRY ELECTRIC CONTRACTING CO
-
BODINE ELECTRIC
-
BRITE ELECTRIC INC
-
BRITE ELECTRIC INC
-
CIRCLE R ELECTRIC INC
-
COLIP ELECTRIC CORP
-
COMMUNICATION CO OF S BEND
-
CONVERGED COMMUNICATION PARTNR
-
CRAIG ELECTRIC INC
-
DAY & ZIMMERMANNPS
-
DELANEY TELECOMINC
-
DYNAMIC ELECTRIC INC
-
E SQUARED ELECTRICAL INC
-
ELECTRIC PLUS INC
-
ELECTRICAL BUILDERS INC
-
ELECTRICAL MAINT & CONST LLC
-
ELECTRICORPE INC
-
ELITE ELECTRICAL LLC
-
ENVISION AUTOMATIN LLC
-
ERH SERVICES LLC
-
FAIRCHILD COMM SYSTEMS INC
-
GREAT LAKES ELECT MAINT LLC
-
GROVE ELECTRICAL SERVICES INC
-
GT ELECTRIC AND SOLAR
-
H & G SERVICES INC
-
H & T ELECTRICAL SERVICE
-
HARTMAN ELECTRIC INC
-
HAVEL BROS DIV OF SHAMBAUGH
-
HEIN ELECTRIC INC
-
HI TECH ELECTRIC CO
-
HOWELL ELECTRIC
-
HUSTON ELECTRICINC
-
IBID COUNTY ELECTRIC
-
J & J ELECTRIC OF INDIANA INC
-
J W PHYRE ELECTRIC CO OF INDI
-
JAMERSON & BAUWENS ELECTRICAL
-
JBL SIGNALS & LIGHTING
-
JCA ELECTRIC LLC
-
JETTLINE ELECTRIC INC
-
JKM WIRING
-
JMB TECHNOLOGY
-
JP SYSTEMS INC
-
K2 POWER SOLUTIONS INC
-
KAISER ELECTRICAL CONTRACTORS
-
KEI ELEC CONSTRUCTION & MAINT
-
KIEWIT POWER CONSTRUCTORS CO
-
KW CONSTRUCTION SERVICES DBA
-
LINEAR ELECTRIC INC
-
LIVEWIRE ELECTRICAL SYSTEMS
-
MARTELL ELECTRIC
-
MASS ELECTRIC CONSTRUCTION CO
-
MCMANN ELECTRIC INC
-
MEAD & WHITECOLIP ELECTRIC
-
MJ ELECTRIC LLC
-
NAVARRE SERVICES
-
PCI ENERGY SERVICES LLC
-
PEMBERTON-DAVIS ELECTRIC CO
-
PRECISION CONTROL SYSTEMS INC
-
R & D ELECTRIC CO
-
RANCK J ELECTRIC
-
RIVERBEND ELECTRIC INC
-
SCHENK LIGHTNING ROD CO
-
SCHMIDT ELECTRIC
-
SCHWARTZ ELECTRIC INC
-
SERVICE ELECTRIC OF ALLEN CO
-
SERVICE ONE INDUSTRIAL
-
SHAMBAUGH & SON LP
-
SHAUM ELECTRIC CO INC
-
STATE GROUP INDUSTRIALTHE
-
SUPERIOR ELECTRIC GREAT LAKES
-
SWENEY ELECTRIC
-
TITAN ELECTRIC
-
TRI CITY DATA & ELECTRONIC
-
UIS SCADA INC
-
WELLS ELECTRIC INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 December 2024
- IRS schema version
- 2023v6.0
- Source object
- 202530679349300303
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