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← LOCAL 94 IBEW HEALTH AND WELFARE FUND

Form 990 for tax year 2022

Filed by LOCAL 94 IBEW HEALTH AND WELFARE FUND.

Totals

Total revenue
$13,417,686
Total expenses
$11,557,623
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$12,888,084
Investment income
$351,509
Other revenue
$178,093
Total assets, end of year
$21,817,192
Total liabilities, end of year
$1,787,608
Net assets or fund balances, end of year
$20,029,584
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% 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 $12,851,515 · related or exempt $12,851,515

  • 2b · Program service revenue: COBRA CONTRIBUTIONS

    total $36,569 · related or exempt $36,569

  • 3 · Investment income

    total $400,621 · related or exempt $400,621

  • 7a · Gross sales of assets other than inventory

    securities $4,678,353

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

    securities $4,727,465

  • 7c · Gain or loss

    securities -$49,112

  • 7d · Net gain or loss

    total -$49,112 · related or exempt -$49,112

  • 11a · Other revenue: MEDICAL REBATES

    total $177,002 · related or exempt $177,002

  • 11b · Other revenue: MISCELLANEOUS INCOME

    total $1,091 · related or exempt $1,091

  • 11e · Other revenue, total

    $178,093

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $10,927,396

  • 11a · Fees: management

    total $338,066

  • 11b · Fees: legal

    total $25,487

  • 11c · Fees: accounting

    total $26,100

  • 11f · Fees: investment management

    total $168,481

  • 13 · Office expenses

    total $12,184

  • 16 · Occupancy

    total $6,389

  • 23 · Insurance

    total $53,520

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,606,140 · end of year $5,089,395

  • 9 · Prepaid expenses and deferred charges

    beginning of year $19,257

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

    $12,138

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

    $12,138

  • 11 · Investments: publicly traded securities

    beginning of year $13,483,528 · end of year $16,436,095

  • 15 · Other assets

    beginning of year $289,720 · end of year $291,702

  • 25 · Other liabilities

    end of year $1,787,608

  • 31 · Retained earnings, endowment or other funds

    beginning of year $17,398,645 · end of year $20,029,584

Mission and programs · 2022

Mission

TO PROVIDE MEDICAL BENEFITS FOR ELIGIBLE PARTICIPANTS.

  • TO PAY MEDICAL BENEFITS FOR ELIGIBLE PARTICIPANTS.

As filed on the 2022 return.

Listed in Part VII

  • Joe Checkley

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Steven Sidle

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • William Totten

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Carla Wolfe

    TRUSTEE

    Total calculated
    $0
    Hours/week
    10

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 94

  • IBEW LOCAL 94 ANNUITY FUND

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.

  • CONTRACT CALLERS INC

  • ETINOFF INC

  • LINECO BENEFIT FUND

  • IBEW LOCAL 351 PENSION FUND

  • IBEW LOCAL 1919 ANNUITY FUND

  • IBEW LOCAL 126 RETIREMENT PLAN

  • LOCAL 456 HEALTH & WELFARE FUND

  • NELSON TREE SERVICE

  • STORTI QUALITY CONSULTING

  • ASPLUNDH TREE EXPERT

  • CUT ABOVE VEGETATION SERVICES

  • INVENTIVE SOLUTIONS LLC

  • IBEW LOCAL 17 H & W FUND

  • IBEW 351 WELFARE FUND

  • IBEW LOC 1249 INSURANCE FUND

  • IBEW LOC 456 ANNUITY FUND

  • MERIDIAN SERVICES GROUP INC

  • NG GILBERT SERVICES LLC

  • TUFF GREENS LLC

  • CLEAN EARTH MATTERS LLC

  • DAVEY TREE

  • LEWIS TREE SERVICE INC

  • IBEW LOCAL 351 ANNUITY FUND

  • IBEW LOCAL 769 MGT PEN TRUST FUND

  • IBEW LOC 1249 PENSION FUND

  • IBEW LOC 456 JOINT PENSION FUND

  • NATIONAL ELECTRICAL ANNUITY PLAN

  • PM CONTRACTING SERVICES LLC

  • WBE LINE SERVICES LLC

  • WRS ENVIRONMENT SVCS

Provenance

Return type
form_990
Tax year
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202421359349308017

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