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← OEU-965 HEALTH BENEFIT PLAN

Form 990 for tax year 2022

Filed by OEU-965 HEALTH BENEFIT PLAN.

Totals

Total revenue
$15,740,844
Total expenses
$13,129,226
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$14,866,398
Investment income
$874,446
Other revenue
$0
Total assets, end of year
$24,203,540
Total liabilities, end of year
$100,996
Net assets or fund balances, end of year
$24,102,544
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 CONTRIBUTION

    total $12,596,712 · related or exempt $12,596,712

  • 2b · Program service revenue: PARTICIPANT CONTRIBUTION

    total $1,853,419 · related or exempt $1,853,419

  • 2c · Program service revenue: PRESCRIPTION CLAIM REBATES

    total $406,155 · related or exempt $406,155

  • 2d · Program service revenue: OTHER

    total $10,112 · related or exempt $10,112

  • 3 · Investment income

    total $580,941 · related or exempt $580,941

  • 7a · Gross sales of assets other than inventory

    securities $5,241,110

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

    securities $4,947,605

  • 7c · Gain or loss

    securities $293,505

  • 7d · Net gain or loss

    total $293,505 · related or exempt $293,505

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $11,337,397

  • 11b · Fees: legal

    total $35,041

  • 11c · Fees: accounting

    total $53,545

  • 11f · Fees: investment management

    total $116,998

  • 13 · Office expenses

    total $17,186

  • 17 · Travel

    total $1,195

  • 23 · Insurance

    total $7,170

  • 24a · Other expenses: MEDICARE ADVANTAGE FEES

    total $1,014,651

  • 24b · Other expenses: PPO PROGRAM FEES

    total $257,390

  • 24c · Other expenses: HEALTH PLAN ADMINISTRAT

    total $239,200

  • 24d · Other expenses: MISCELLANEOUS

    total $25,834

  • 24e · All other expenses

    total $23,619

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,964,620 · end of year $2,593,137

  • 4 · Accounts receivable

    beginning of year $1,286,103 · end of year $1,528,861

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,050 · end of year $3,050

  • 11 · Investments: publicly traded securities

    beginning of year $18,773,046 · end of year $20,024,218

  • 15 · Other assets

    beginning of year $35,180 · end of year $54,274

  • 17 · Accounts payable and accrued expenses

    beginning of year $118,963 · end of year $100,996

  • 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 $21,943,036 · end of year $24,102,544

Mission and programs · 2022

Mission

TO PROVIDE HEALTH AND TEMPORARY DISABILITY BENEFITS TO QUALIFIED PARTICIPANTS FOR WHOM REQUIRED CONTRIBUTIONS HAVE BEEN MADE.

  • PROVIDE HEALTH AND TEMPORARY DISABILITY BENEFITS TO ELIGIBLE MEMBERS

As filed on the 2022 return.

Listed in Part VII

  • Jason Rhoades

    CHAIRMAN

    Total calculated
    $215,529
    From this org
    $0
    From related orgs
    $133,059
    Other
    $82,470
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $133,059 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $43,025 related
    Nontaxable benefits
    $0 + $39,445 related
    Filer's total
    $0 + $215,529 related
  • Robert Bruner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Michael McQuay

    TRUSTEE

    Total calculated
    $221,936
    From this org
    $0
    From related orgs
    $137,665
    Other
    $84,271
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $137,665 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $43,913 related
    Nontaxable benefits
    $0 + $40,358 related
    Filer's total
    $0 + $221,936 related
  • Arnold Chris

    TRUSTEE

    Total calculated
    $217,091
    From this org
    $0
    From related orgs
    $133,059
    Other
    $84,032
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $133,059 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $44,587 related
    Nontaxable benefits
    $0 + $39,445 related
    Filer's total
    $0 + $217,091 related
  • Truman Flatt

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Steve Halverson

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    2

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 corporations and trusts

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

  • A & A CONCRETE LLC

  • A C JONES TRUCKING INC

  • A&R MECHANICAL SERVICES

  • ALL MASONRY CONSTRUCTION CO

  • ACCU-DIG INC

  • AGRICYCLE INC

  • ALBERICI CONSTRUCTORS INC

  • ALDRIDGE ELECTRIC INC

  • ALLIED FENCE & SECURITY

  • ALLIED POWER

  • ASPHALT STONE CO

  • ATLANTIC PLANT MAINT

  • ATLAS CRANE SERVICE

  • BADGER DAYLIGHTING CORP

  • BEER BROS CONCRETE CUTTING

  • BENIACH CONSTRUCTION COMPANY

  • BERCO CONSTRUCTION INC

  • BERKEL AND COMPANY CONTRACTORS INC

  • BEYERS CONSTRUCTION COMPANY

  • BIG INCH FABRICATORS

  • BIG O SERVICES LLC

  • BIRDSELL MACHINE & ORNAMENTAL

  • BLANKENSHIP CONSTRUCTION CO

  • BOLLMEIER CRANE & LIFT

  • BRANDSAFWAY INDUSTRIES LLC

  • BREWSTER COMPANIES INC

  • BRIESER CONSTRUCTION CO

  • BRYANT CONSTRUCTION CO INC

  • BUCKHART SAND & GRAVEL COMPANY

  • BUDROVICH CONTRACTING

  • BULLS EYE BORING INC

  • BYRNE & JONES ENTERPRISES INC

  • CADY AQUASTORE INC

  • CAHOY PUMP

  • CAPITOL CONST GRP LLC DBA EGIZII

  • CARTER X LLC

  • CASPER CONSTRUCTION

  • CASSENS EXCAVATING LLC

  • CASTLE CONTRACTING

  • CENTRAL LANDSCAPING COMPANY

  • CHESLEY COMMERCIAL FENCE AND RAIL

  • CHIEF CONSTRUCTION INC

  • CHRISTY-FOLTZ INC

  • CLANCY COLEMAN EXCAVATING

  • CLEVENGER CONTRACTORS INC

  • COBRA CONCRETE CUTTING

  • COLLINS & HERMANN INC

  • COMPLETE ASPHALT SERVICE COMPANY

  • CONCORD EXCAVATING

  • CONCRETE CUTTING & BREAKING CO

  • CONCRETE PUMPING & PLACEMENT

  • CONSTRUCCION EL ESCORPION

  • CORMAN EXCAVATING

  • CORROSION MONITORING SERVICES

  • CORZ ENTERPRISES LLC

  • CS DOZING LLC

  • CSD ENVIRONMENTAL SERVICES

  • CUSTOM SERVICE CRANE

  • DAVIS & DAVIS GCC

  • DEAN EXCAVATING

  • DEE'S CLEANING SERVICES LLC

  • DELAURENT CONSTRUCTION

  • DENTON GUNTHER UNDERGROUND

  • DEPEW & OWEN BUILDERS

  • DGI-MENARD INC

  • DIAMOND CONSTRUCTION COMPANY

  • DIGIOVANNA TRUCKING

  • DRILLING SERVICE COMPANY

  • DRIVER DRAINAGE

  • DUCE CONSTRUCTION COMPANY

  • DUNN COMPANY

  • E L PRUITT

  • EARTH CARE UNLIMITED INC

  • EARTH WORX SOLUTIONS LLC

  • ENGLISH CONCRETE

  • ENTLER EXCAVATING CO INC

  • F&W LAWN CARE & LANDSCAPING INC

  • FARRELL DESIGN BUILD

  • FETTERS CONTRACTING LLC

  • FLOWERS EXCAVATING INC

  • FLUOR MAINTENANCE

  • FRANK MILLARD & CO

  • FREESEN INC

  • G A RICH & SONS INC

  • GARDENSCAPE CONTRACTORS INC

  • GEEDING CONSTRUCTION

  • GENERAL FENCE COMPANY

  • GEOCON PROFESSIONAL SERVICES

  • GM SIPES CONSTRUCTION INC

  • GOODMAN EXCAVATION INC

  • GREEN DEMOLITION CONTRACTORS INC

  • GREENTRAC LLC

  • GROUNDWORKS CONTRACTING

  • HAIER PLUMBING & HEATING

  • HAROLD O'SHEA BUILDERS

  • HART ERECTORS INC

  • HAYES SERVICES LLC

  • HODGE WESTERN CORP

  • HOERR CONSTRUCTION INC

  • HOMER TREE SERVICE INC

  • HOOD CONSTRUCTION GROUP MIDWEST LLC

  • HOWELL PAVING INC

  • HUPP EXCAVATING

  • HUTCHINS EXCAVATING

  • HYDRO EXCAVATORS II

  • ILLIANA CONSTRUCTION

  • ILLINI DRILLED FOUNDATIONS

  • ILLINOIS CONSTRUCTORS CORP

  • ILLINOIS VALLEY PAVING CO

  • IMPERIAL CRANE SERVICES

  • INSITUFORM TECH USA

  • INTERCON CONSTRUCTION INC

  • IUOE LOCAL 965

  • J C DILLON

  • J K SNYDER COMPANY INC

  • J P BURNS EXCAVATING INC

  • JAVELINA CONSTRUCTION

  • JAYNE EXCAVATING & WELDING

  • JOE COLEMAN SALVAGE

  • JOHNCO CONSTRUCTION

  • JONES-BLYTHE CONSTRUCTION CO

  • K E VAS COMPANY

  • KAMADULSKI EXCAVATING & GRADING

  • KBL INC

  • KELLER NORTH AMERICA

  • KING-LAR COMPANY

  • KNAPP CONCRETE CONTRACTORS

  • KRB EXCAVATING INC

  • KS ENERGY SERVICES INC

  • L KEELEY CONSTRUCTION

  • LAUBACKER ENTERPRISES INC

  • LEANDER CONSTRUCTION INC

  • LINCOLNLAND CONCRETE

  • LOTT EXCAVATING

  • LVL EXCAVATING LLC

  • LW ROULAND TRUCKING SERVICE INC

  • MAP CONSTRUCTION

  • MARSCHEL WRECKING LLC

  • MAXIM CRANE WORKS

  • MAYER LANDSCAPING INC

  • MBC EXCAVATING

  • MCCARTHY BUILDING COMPANIES INC

  • MCDOWELL CRANE & RIGGING

  • MEADE ELECTRIC

  • MECHLING BACKHOE

  • MICHELS CONSTRUCTION

  • MID AMERICA ENERGY SERVICES

  • MID ILLINOIS CONCRETE & EXCAVATION

  • MIDAMERICA SAND&GRAVEL CO

  • MIDWEST FENCE CORPORATION

  • MIDWEST SEEDLING SUPPLY

  • MIDWEST SPECIALTY CONTRACTORS

  • MILBURN LLC

  • MONTE YARD EXCAVATING INC

  • MORRISON CONSTRUCTION

  • MT CARMEL STABILIZATION GROUP INC

  • MUETH EXCAVATION LLC

  • MURPHY EXCAVATING & CONTRACTING

  • NE-CO ASPHALT COMPANY

  • NEW HEIGHTS CRANE SERVICES

  • NORTHERN PIPELINE DBA NPL CONSTRUCTION

  • NPL CONSTRUCTION COMPANY

  • O'DONNELL CRANE SERVICE

  • OPEN ROAD PAVING CO LLC

  • OPERATING ENGINEERS APPRENTICE

  • OPPERMAN CONSTRUCTION CO

  • OTTO BAUM COMPANY INC

  • OUTDOOR CONSTRUCTION

  • P H BROUGHTON & SONS INC

  • PANA LIMESTONE QUARRY COMPANY

  • PETERSBURG PLUMBING & EXCAVATING

  • PETRY-KUHNE CO

  • PHOENIX CORPORATION OF THE QUAD CITIES

  • PLAINFIELD GRADING AND EXCAVATING INC

  • PLOCHER CONSTRUCTION CO INC

  • PRAIRIE STATE P & H INC

  • QUALITY EXCAVATING

  • R A CULLINAN & SON

  • R D LAWRENCE CONSTRUCTION

  • R GINGERICH CRANE

  • R&K EXCAVATION

  • RCS CONSTRUCTION INC

  • REES CONSTRUCTION COMPANY

  • REIGN CONSTRUCTION INC

  • RICH GULLET & SONS INC

  • RIVER CITY CONSTRUCTION

  • RIVERSIDE EXCAVATING & RESTORATION LLC

  • RMS CRANES LLC

  • ROBERTS PIPELINE INC

  • ROCK SOLID STABILIZATION & RECLAMATION

  • ROLAND MACHINERY COMPANY

  • RON FURMANS PAVING INC

  • RON HUNSCHE EXCAVATING

  • ROSCH COMPANY

  • ROUNDCOUNT DOZING & EXCAVATING

  • ROWE CONSTRUCTION CO

  • RUSS ERLINGER CRANE SERVICE

  • S & W CONTRACTORS OF IL

  • S K DAVISON

  • S SHAFER EXCAVATING

  • SALLENGER INC

  • SANGAMO CONSTRUCTION CO

  • SCHMIDT CONSTRUCTION INC

  • SCHNABEL FOUNDATION CO

  • SCHOMBURG & SCHOMBURG CONST

  • SCHWARZE EXCAVATING

  • SEECO ENVIRONMENTAL SERVICES

  • SEITHER AND CHERRY CO

  • SELVAGGIO STEEL INC

  • SETH'S SAW SERVICE

  • SICILIANO INC

  • SIERRA BRAVO CONTRACTORS LLC

  • SIMON CRANE SERVICE

  • SMITH COLD MILLING SERVICES

  • SOIL INSTALLERS DBA HELITECH

  • SOUTHERN LIFTING & HOLSTING LLC

  • STARK EXCAVATING INC

  • STATE HIGHWAY CONSTRUCTION

  • STERETT CRANE & RIGGING

  • STOOPS PLUMBING INC

  • T & J EXCAVATING

  • TABITHA VENTURES INC

  • TAYLOR EXCAVATING CO INC

  • TCI COMPANIES INC

  • TERRA 5 CONSTRUCTION

  • TERRA FIRMA SOIL SOLUTIONS INC

  • TERRY BROWN EXCAVATING

  • THE RED ANT BORING CO

  • TMF CONSTRUCTION COMPANY

  • TOBIN EXCAVATING INC

  • TROY PAGE EXCAVATING

  • TRUMAN L FLATT & SONS

  • TURMAN CONTRACTING

  • TYCE MAHANNAH EXCAVATING INC

  • UNITED IRONWORKERS INC

  • UNITED PIPING

  • UTILITY & INDUSTRIAL CONSTRUCTION CO

  • VEE-JAY CEMENT CONTRACTING CO

  • VEYA INC

  • VISION INFRASTRUCTURE CONST CORP VICC

  • VISSERING CONSTRUCTION CO

  • VULCAN AGGREGATES CO

  • WATERKOTTE CONSTRUCTION COMPANY

  • WESTERN ASPHALT INC

  • WESTERN ILLINOIS FEED LLC

  • WHITE CONSTRUCTION

  • WILLIAM AUPPERLE & SONS INC

  • WILLIAMS BROTHERS CONSTRUCTION

  • XTREME SEEDING INC

Provenance

Return type
form_990
Tax year
2022
Filed
13 August 2024
IRS schema version
2022v5.0
Source object
202442289349300719

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