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← IBEW LOCAL 332 HEALTH WELFARE PLAN

Form 990 for tax year 2022

Filed by IBEW LOCAL 332 HEALTH WELFARE PLAN.

Totals

Total revenue
$74,659,893
Total expenses
$68,494,006
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$73,414,387
Investment income
$1,181,922
Other revenue
$63,584
Total assets, end of year
$155,338,433
Total liabilities, end of year
$82,163,603
Net assets or fund balances, end of year
$73,174,830
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: EMPLOYER CONTRIBUTIONS

    total $60,452,047 · related or exempt $60,452,047

  • 2b · Program service revenue: PARTICIPANT CONTRIBUTIONS

    total $10,960,072 · related or exempt $10,960,072

  • 2c · Program service revenue: INCOMING RECIPROCITY CONTRIBUTION

    total $2,002,268 · related or exempt $2,002,268

  • 3 · Investment income

    total $1,485,377 · unrelated business $1,485,377

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

    securities $303,455

  • 7c · Gain or loss

    securities -$303,455

  • 7d · Net gain or loss

    total -$303,455 · unrelated business -$303,455

  • 11a · Other revenue: LITIGATION SETTLEMENT INCOME

    total $80,388 · related or exempt $80,388

  • 11b · Other revenue: OTHER INCOME/LOSS

    total -$16,804 · related or exempt -$16,804

  • 11e · Other revenue, total

    $63,584

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $66,295,792

  • 11a · Fees: management

    total $1,301,288

  • 11b · Fees: legal

    total $96,399

  • 11c · Fees: accounting

    total $140,490

  • 11f · Fees: investment management

    total $201,446

  • 11g · Fees: other

    total $121,432

  • 19 · Conferences, conventions and meetings

    total $18,576

  • 23 · Insurance

    total $68,403

  • 24a · Other expenses: PRINTING

    total $101,008

  • 24b · Other expenses: POSTAGE

    total $78,516

  • 24c · Other expenses: ACTUARY

    total $36,000

  • 24d · Other expenses: JPA CLAIMS FEE

    total $12,833

  • 24e · All other expenses

    total $21,823

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $18,866,262 · end of year $22,206,160

  • 2 · Savings and temporary cash investments

    beginning of year $44,570,308 · end of year $53,209,519

  • 4 · Accounts receivable

    beginning of year $6,097,845 · end of year $5,401,187

  • 9 · Prepaid expenses and deferred charges

    beginning of year $65,419 · end of year $53,426

  • 11 · Investments: publicly traded securities

    beginning of year $46,319,352 · end of year $41,942,158

  • 12 · Investments: other securities

    beginning of year $37,363,677 · end of year $32,150,866

  • 15 · Other assets

    beginning of year $255,167 · end of year $375,117

  • 17 · Accounts payable and accrued expenses

    beginning of year $36,947 · end of year $173,513

  • 25 · Other liabilities

    beginning of year $70,911,223 · end of year $81,990,090

  • 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 $82,589,860 · end of year $73,174,830

Mission and programs · 2022

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.

  • TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNION AND THE EMPLOYERS.

As filed on the 2022 return.

Listed in Part VII

  • Doug Lung

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    5

  • Javier Casillas

    TRUSTEE

    Total calculated
    $311,415
    From this org
    $0
    From related orgs
    $232,271
    Other
    $79,144
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $0 + $232,271 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $45,552 related
    Nontaxable benefits
    $0 + $33,592 related
    Filer's total
    $0 + $311,415 related

  • Andrew Rogers

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Daniel Romero

    CHAIRMAN

    Total calculated
    $339,971
    From this org
    $0
    From related orgs
    $260,827
    Other
    $79,144
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $0 + $260,827 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $45,552 related
    Nontaxable benefits
    $0 + $33,592 related
    Filer's total
    $0 + $339,971 related

  • Vic Castello

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Tim Daniels

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Clinton Woodley

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Pete Seaberg

    TRUSTEE

    Total calculated
    $309,197
    From this org
    $0
    From related orgs
    $230,053
    Other
    $79,144
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $0 + $230,053 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $45,552 related
    Nontaxable benefits
    $0 + $33,592 related
    Filer's total
    $0 + $309,197 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

  • 3 · Approval by the board or compensation committee

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.

  • IBEW LOCAL 332 PENSION PLAN DEFINED BENEFIT

    401A · TO PROVIDE PENSION, DISABILITY AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS. · CA

  • IBEW LOCAL 332 PENSION PLAN DEFINED CONTRIBUTION

    401A · TO PROVIDE PENSION BENEFITS TO ELIGIBLE PARTICIPANTS. · CA

  • IBEW LOCAL #595

  • IBEW LOCAL #357

  • IBARRA WIRING SYSTEMS INC

  • IBEW DIST NO 9 PENSION

  • IBEW H &W OF SW WASH 76

  • IBEW LOCAL #11

  • IBEW LOCAL #1245

  • IBEW LOCAL #134

  • IBEW LOCAL #2

  • IBEW LOCAL#291

  • IBEW LOCAL #479

  • IBEW LOCAL #490

  • IBEW LOCAL #520

  • IBEW LOCAL #570

  • IBEW LOCAL #611

  • IBEW LOCAL # 613

  • IBEW LOCAL #700

  • IBEW LOCAL #103

  • IBEW LOCAL#1049

  • IBEW LOCAL #112

  • IBEW LOCAL 117

  • IBEW LOCAL 1186

  • IBEW LOCAL 1205

  • IBEW LOCAL 1579

  • IBEW LOCAL 164

  • IBEW LOCAL 18

  • IBEW LOCAL 180

  • IBEW LOCAL 191

  • IBEW LOCAL 223

  • IBEW LOCAL 229

  • IBEW LOCAL 234

  • IBEW LOCAL 26

  • IBEW LOCAL 265

  • IBEW LOCAL 280

  • IBEW LOCAL 292

  • IBEW LOCAL 302

  • IBEW LOCAL 304

  • IBEW LOCAL 347

  • IBEW LOCAL 379

  • IBEW LOCAL 401

  • IBEW LOCAL 428

  • IBEW LOCAL 440

  • IBEW LOCAL 441

  • IBEW LOCAL 449

  • IBEW LOCAL 46

  • IBEW LOCAL 477

  • IBEW LOCAL 479

  • IBEW LOCAL 490

  • IBEW LOCAL 5

  • IBEW LOCAL 505

  • IBEW LOCAL 545

  • IBEW LOCAL 551

  • IBEW LOCAL 569

  • IBEW LOCAL 577

  • IBEW LOCAL 60

  • IBEW LOCAL 613

  • IBEW LOCAL 648

  • IBEW LOCAL 659

  • IBEW LOCAL 666

  • IBEW LOCAL 68

  • IBEW LOCAL 7

  • IBEW LOCAL 76

  • IBEW LOCAL 932

  • IBEW LOCAL 96

  • IBEW 48 EDISON PENS TRUST

  • LOCAL #369

  • LOCAL 100

  • LOCAL 143

  • LOCAL 1547

  • LOCAL 20

  • LOCAL 270

  • LOCAL 369 RETIREMENT FUND

  • LOCAL 413

  • LOCAL 570518

  • LOCAL 684 MODESTO

  • LOCAL 952

  • LOCAL 99

  • IBEW LOCAL 413 H & W FUND

  • IBEW H & W OF SW WASH 76

  • IBEW 640- ARIZONA LOCAL

  • IBEW LOCAL #357

  • NECA-IBEW LOCAL 16

  • IBEW 1186

  • IBEW 112

  • IBEW 229

  • IBEW 666

  • IBEW LOCAL #595

  • IBEW LOCAL #570-PHOENIX

  • IBEW LOCAL #613

  • IBEW LOCAL #291

  • LOCAL 20 - GREATER

  • IBEW LOCAL 601

  • IBEW LOCAL 1049

  • IBEW LOCAL 103

  • LOCAL 369 RETIRMENT 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.

  • A - C ELECTRIC COMPANY

  • AGNITSCH ELECTRIC

  • AIR SYSTEMS INC

  • ALDRIDGE ELECTRI

  • AMP ELECTRIC

  • ATLASPELLIZZARI ELEC

  • BALFOUR BEATTY RAIL INC

  • BANISTER ELECTRICAL INC

  • BASS ELECTRIC

  • BAY TECH ELECTRIC INC

  • BEAR ELECTRICAL SOLUTIONS

  • BECI

  • BECKER ELECTRIC INC

  • BEI CONSTRUCTION INC

  • BEST ELECTRICAL CO

  • BIG VALLEY ELECTRIC

  • BLOCKA CONSTRUCTION INC

  • BME ELECTRICAL CONST

  • BOCKMAN & WOODY ELEC

  • BOSS ELECTRIC

  • BP PRODUCTIONS

  • BRADLEY ELECTRIC CO

  • BRAYER ELECTRIC CO

  • BROWN & FESLER INC

  • BUILDING TRADES COUNCIL

  • CBF

  • CH REYNOLDS ELEC

  • CALIF PLUS ENGINEERING

  • CAROLINAS ELECTRIC

  • CASCADE PENSION TRUST

  • CBF ELECTRIC INC

  • CENTRAL VALLEY ELECTRICAL

  • CITY OF SAN JOSE

  • COLEVAN ELECTRIC INC

  • COLLINS ELECTRIC

  • COLUMBIA ELECTRIC

  • CONJ FRANK ELECTRIC INC

  • CONTINENTAL ELECTRIC INC

  • CONTRA COSTA ELECTRIC INC

  • CONTRA COSTA ELECTRIC MHS

  • CONTROL SOLUTIONS INC

  • CROCKETT ELEC CECW

  • CROCKETT ELECTRIC

  • CROSSTOWN ELECTRICAL

  • CSI ELECTRICAL CONTR

  • CUPERTINO ELECTRIC

  • D & D ELECTRIC

  • D W NICHOLSON CORP

  • DAN YOUNG ELECTRIC INC

  • DAWSON

  • DECKER ELECTRIC CO INC

  • DEL MONTE ELECTRIC INC

  • DELGADO ELECTRIC

  • DELUCCHI ELECTRIC RESIDENCE

  • DESIGN ELECTRIC

  • DIRECT DIGITAL CONTROLS

  • DMZ BUILDERS

  • DYNAMIC GENERATOR SERVICE

  • EDLEN ELECTRIC

  • ELCO ELECTRIC

  • ELCO- RESIDENTIAL

  • ELCOR ELECTRIC

  • ELEC WRKS H&W TRUST

  • ELECT WKRS SANTA BARBARA

  • ELECTICAL WKRS

  • ELOCIN CONSTRUCTION

  • EMCOR MESA ENERGY SYSTEMS ENVISE

  • ERIC ALLEN COLLIER ELEC

  • EXCO GROUP

  • FINISH LINE ELECTRIC

  • FEEMAN ELECTRICAL FUSION ELECTRIC

  • GENERAL LIGHTING SVC INC

  • GENERAL LIGHTING-DUCT

  • GENERAL LIGHTING-FIXTURE

  • GRAND ELECTRIC

  • GREGERSEN COMPANY INC

  • H A BOWEN ELECTRIC CO

  • HADSELL ELECTRIC CONTRS INC

  • HRA PROCESS

  • HRA-DEBIT CARD

  • HUGHSTON ENGINEERING INC

  • HYBRID ELECTRICAL SOLUTION

  • INTERMOUNTAIN ELEC CO

  • JM ELECTRIC

  • JEMA AND COMPANY

  • JOHNSON-PELTIER INC

  • JOINT APPR TRNG COMMITTEE

  • JOINT ELEC INS FUND

  • KAAVE ELECTRIC CO

  • KAISER FOUND HOS PAY DEBT

  • LE ELECTRIC INC

  • LIFFEY ELEECTRIC

  • LINECO

  • LOOP INSTALLATION

  • LOPES ELECTRIC

  • MDE ELECTRIC

  • MAXIMUM ELECTRIC

  • MCKEE AND COMPANY ELECTR

  • MCMILLAN ELECTRIC

  • METROPOLITAN ELECTRIC

  • MIS-STATE ELECTRIC INC

  • MIKE BROWN ELECTRIC

  • MODERN RAILWAY

  • MORROW MEADOWS-MHS

  • MORROW MEADOWS-CORP

  • NAT ELECT ANNUITY NEAP

  • NEAL ELECTRIC

  • NEAL ELECTRIC-MHS

  • NECA SCVC

  • NECA-IBEW

  • NILES ELECTRIC

  • OLSON ELECTRICAL SERVICES

  • ON ELECTRIC GROUP INC

  • OXFORD FIRE CO

  • PACIFIC COAST TRANE CO

  • PACIFIC INDUSTRIAL ELECTR

  • PACIFIC METRO ELECT INC

  • PAGANINI ELECTRIC CORP

  • PAJARO VALLEY ELECTRIC

  • PLAMER ELECTRIC INC

  • PAT MORGAN ELECTRIC

  • PENSION PREMIUMS

  • PFEIFFER ELECTRIC

  • PHASE ONE ELECTRIC

  • POWER TELECOM & SECURITY

  • PREFERRED POWER SOLUTIONS

  • PREMUIMS FREE COVERAGE

  • PRESTON ELECTRIC LLC

  • PRIME ELECTRIC

  • PRIME ELECTRIC RESID

  • PRO-CAL LIGHTING INC

  • PROFESSIONAL TELCOMM SVCS

  • QUALITY ELECT SERVICES

  • RC ELECTRIC CECW

  • RAY'S ELECTRIC

  • RC ELECTRIC INC

  • RED WOOD ELECTRIC GROUP

  • RESA POWER SERVICE

  • ROSENDIN ELECTRIC INC

  • ROSENDIN ELECTRIC- DUCT HA

  • ROSEDIN RESIDENTIAL

  • SACHS ELECTRIC

  • SACRAMENTO H & W #340

  • SANPRI ELECTRICINC

  • SASCOVALLEY ELECTRIC CO

  • SCHEIDTS

  • SCHETTER

  • SCHNEIDER ELECTRIC

  • SLEF-PAYS

  • SHMMICK CONSTRUCTION

  • SIGNAL ELECTRIC

  • SILMAN VENTURE CORP

  • SILVER CREEK ELECTRIC

  • SMITH & SONS ELECTRIC INC

  • SOUND & COMMUNICATIONS

  • SPRIG ELEC DUCT HANDLER

  • SPRIG ELECTRIC

  • SPRIG ELECTRIC COMPANY

  • ST FRANCES ELECTRIC

  • STT COMPANY

  • SUPERIOR ELECTRIC

  • SYSTEMS MECHANICAL

  • TL ELECTRIC INC

  • TDN ELECTRIC

  • TAFT ELECTRIC

  • TENNYSON ELECTRIC INC

  • THE ELECT COLLABORATIVE

  • THERMA LLC

  • THERMAL MECHANICAL

  • TRI-BAY ELECTRIC

  • TRI-COUNTY POWER & AUTOMA

  • TRI- NOVE INC

  • TULUM INNOVATIVE ENGINEER

  • UNDERGROUNDELECTRICAL

  • US ELECTRIC

  • VFC

  • WADE & SONS ELECT RESID

  • WATT ELECTRIC INC

  • WIRE TECH ELECTRIC

  • YOTTA ELECTICAL SERVICES

  • YOUNG ELECTRIC

  • SECO ELECTRIC COMPANY

  • 4 POINT ELECTRIC

  • TDN ELECTRIC INC

  • ROSENDIN ELECTRIC

  • REDWOOD ELECTRIC GROUP

  • RC ELECTRIC INC

  • HYBRID ELECTRICAL SOLUT

  • ESCO GROUP

  • CH REYNOLDS ELEC INC

  • PAGANINI ELECTRIC CORP

  • CONTINENTAL ELECTRIC

  • SELF-PAYS

  • PREMIUMS FREE COVERAGE

  • AIR SYSTEMS INC

  • MORROW-MEADOWS CORP

  • BLOCKA CONSTRUCTION INC

  • HA BOWEN ELECTRIC

  • DEL MONTE ELECTRIC

  • HADSELL ELECTRIC INC

  • CITY OF SAN JOSE-PAYROLL

  • BOCKMAN & WOODY ELEC CO

  • ELCO ELECTRIC INC

  • DECKER ELECTRIC CO

  • DAN YOUNG ELECTRIC INC

  • HOWE ELECTRIC CONSTR INC

  • FREEMAN ELECTRICAL SVC

  • GREGERSEN COMPANY INC

  • KAISER FOUND HOS PAY DEPT

  • MD E ELECTRIC

  • LOOP INSTALLATION & REP

  • MASS ELECTRIC CONSTR CO

  • MIKE BROWN ELECTRIC CO

  • MID-STATE ELECTRIC INC

  • PALMER ELECTRIC INC

  • PFEIFFER ELECTRIC CO

  • COLEVAN ELECTRIC

  • BECKER ELECTRIC INC

  • RED TOP ELECTRIC CO

  • SCHETTER ELECTRIC INC

  • SCHEIDTS ELECTRIC CO

  • SYSTEMS ELECTRIC

  • SYSERCO

  • EMCOR MESA ENERGY SYSTEMS

  • TL ELECTRIC INC

  • TRYCO ELECTRIC INC

  • WIRE TECH ELECTRIC INC

  • SAN JOAQUIN ELECTRIC INC

  • THERMAL MECHANICAL INC

  • CB F

  • ZECO ELECTRIC COMPANY

  • SHIMMICK CONSTRUCTION

  • WILD ELECTRIC INC

  • MCGRATH ELECTRIC

  • TULUM INNOVATIVE

  • FUSION ELECTRIC

  • MCKEE AND COMPANY

  • TRI-NOVA INC

  • BAY TECH ELECTRIC

  • PENSION PREMUIMS

  • PRO-CAL LIGHTING

  • CSI ELECTRICAL CONTR INC

  • ALDRIDGE ELECTRIC

  • FINISH LINE ELECTRIC INC

  • YOTTA ELECTRICAL SERVICES

  • LIFFEY ELECTRIC

  • ENVISE

  • UNDERGROUND ELECTRICAL

  • ON ELECTRIC GROUP

  • DELUCCHI ELECTRIC

  • OLSON ELECTRICAL SERVICES MODERN RAILWAY SYSTEMS

  • MODERN RAILWAY SYSTEMS

  • WADE & SONS ELECTRIC INCO

  • CROSSTOWN ELECTRICAL DATA

  • MCKEE&COMPANY ELECTR RES

  • ELCOR -

  • ROSENDIN RESIDENTIAL

  • DELUCCHI ELECTRIC RESID

  • CSI ELECTRICAL CONTRACT

  • CUPERTINO EL DUCT HANDLER

  • ROSENDIN ELECTRIC-DUCT HA

  • GENERAL LIGHTING-DUCT H

  • ROSENDIN CECW

  • CH REYNOLDS ELECT-MH

  • ON ELECTRIC GROUP INC MHS

  • BEST ELECTRICAL CO INC

  • MCMILLAN ELECTRIC MH

  • SCHEIDTS ELECTRIC MHS

  • CBF ELECTRIC INC MHS

  • TRI-BAY ELECTRIC-MH

  • ELEC WRKS H&W TRUST #617

  • ELECTRICAL WKRS INS#58

  • NAT ELECT ANNUITY NEAP

  • ELECT WKRS SNTA BARBARA

  • CASCADE PENSION

  • SOUND AND COMMUNICATION

Provenance

Return type
form_990
Tax year
2022
Filed
31 October 2023
IRS schema version
2022v5.0
Source object
202303079349302105

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