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Nonprofiteer
← ITPE-MEBA NMU ANNUAL BENEFIT FUND

Form 990 for tax year 2024

Filed by ITPE-MEBA NMU ANNUAL BENEFIT FUND.

Totals

Total revenue
$15,981,560
Total expenses
$15,547,243
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$15,642,982
Investment income
$338,578
Other revenue
$0
Total assets, end of year
$18,538,909
Total liabilities, end of year
$269,781
Net assets or fund balances, end of year
$18,269,128
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: CONTRIBUTIONS FROM EMPLOYERS

    total $15,642,982 · related or exempt $15,642,982

  • 3 · Investment income

    total $629,350 · excluded $629,350

  • 7a · Gross sales of assets other than inventory

    securities $5,632,551

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

    securities $5,923,323

  • 7c · Gain or loss

    securities -$290,772

  • 7d · Net gain or loss

    total -$290,772 · excluded -$290,772

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $14,338,294

  • 11b · Fees: legal

    total $63,915

  • 11c · Fees: accounting

    total $48,768

  • 11f · Fees: investment management

    total $7,992

  • 11g · Fees: other

    total $44,000

  • 14 · Information technology

    total $19,414

  • 19 · Conferences, conventions and meetings

    total $93,760

  • 23 · Insurance

    total $15,943

  • 24a · Other expenses: CONTRACT ADMINISTRATOR'

    total $836,642

  • 24b · Other expenses: MISCELLANEOUS

    total $40,842

  • 24c · Other expenses: BANK SERVICE CHARGES

    total $20,982

  • 24d · Other expenses: LOCATOR SERVICE FEE

    total $15,416

  • 24e · All other expenses

    total $1,275

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year -$283,026 · end of year -$367,972

  • 2 · Savings and temporary cash investments

    beginning of year $3,267,322 · end of year $2,427,164

  • 4 · Accounts receivable

    beginning of year $1,170,480 · end of year $1,394,960

  • 9 · Prepaid expenses and deferred charges

    beginning of year $7,261 · end of year $8,535

  • 11 · Investments: publicly traded securities

    beginning of year $13,261,509 · end of year $15,076,222

  • 15 · Other assets

    beginning of year $6,537

  • 17 · Accounts payable and accrued expenses

    beginning of year $194,433 · end of year $267,341

  • 25 · Other liabilities

    beginning of year $0 · end of year $2,440

  • 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 $17,235,650 · end of year $18,269,128

Mission and programs · 2024

Mission

THE FUND PROVIDES HOLIDAY, SICK, VACATION, TRAINING, BEREAVEMENT, AND JURY DUTY BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

Activities or mission (Part I)

TO PROVIDE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS

  • THE FUND PROVIDES HOLIDAY, SICK, VACATION, TRAINING, BEREAVEMENT, AND JURY DUTY BENEFITS TO APPROXIMATELY 2,400 ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

As filed on the 2024 return.

Listed in Part VII

  • Don James

    CO-CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • John Brenton IV

    CO-CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Leonard Cabrera

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Wilma Zimmerman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Robert Childers

    VICE CO-CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Denise Moore

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Lena Bailey

    VICE CO-CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Trina Williams

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Dennis R Arrington

    FORMER CO-CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Richard Lanigan

    FORMER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

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.

  • ITPEU PENSION FUND

    401(A) · TO PROVIDE PENSION BENEFITS TO PARTICIPANTS · NJ

    Directly controlled by NO

  • ITPEU HEALTH & WELFARE FUND

    501(C)(9) · TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS · GA

    Directly controlled by NO

  • MQC ENTERPRISES INC

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.

  • THE HP GROUP LLC

  • BLUE CONSTRUCTION

  • THE SEVERSON GROUP LLC

  • CHENEGA INFINITY LLC

  • PHI GROUP LLC

  • PALMETTO FOOD SERVICES LLC

  • PHILLIPS ENTERPRISES LLC

  • CHENEGA INTERGRATED SECURITY SOLUTIONS

  • REALCO DEVELOPMENT LLC

  • FG MANAGEMENT GROUP LLC

  • DAK PROFESSIONAL SERVICES

  • COMMUNICATIONS METHOD LLC

  • ALUTIIQ LOGISTICS AND MAINTENANCE SERVICES

  • FRONTLINE ENTERPRISES LLC

  • NJS JOINT VENTURE LLC

  • TROGON GROUP SERVICES LLC

  • ENVISION FOOD SERVICES

  • PONDERFUL LLC

  • GREAT CRUZ BAY LLC

  • LITTLE RIVER GOVERNMENT CONTRACTING

  • AHTNA INFRASTRUCTURE & TECHNOLOGIES LLC

  • AMETHYST TECHNOLOGIES LLC

Related corporations and trusts

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

  • FOOD SERVICES INC OF GAINESVILLE

  • BLACKSTONE CONSULTING

  • BR MANAGEMENT SERVICES INC

  • EVERGREEN CONSULTING INC

  • NATIVE RESOURCE DEVELOPMENT CO INC

  • NORTH BAY INDUSTRIES

  • GLOBAL CONNECTIONS TO EMPLOYMENT INC

  • RC TECH INC

  • WORLEY ENTERPRISES INC

  • AMERIGUARD SECURITY SERVICES INC

  • PENTAD CORPORATION

  • NMS MANAGEMENT INC

  • TATITLEK TECHNOLOGIES INC

  • INTER-CON SECURITY SYSTEMS INC

  • URBAN SERVICES GROUP INC

  • J&J WORLD WIDE SERVICES

  • ACORN FOOD SERVICE INC

  • BONA FIDE CONGLOMERATE INC

  • ACTION FACILITIES MANAGEMENT

  • LL BROOKS ENTERPRISE INC

Provenance

Return type
form_990
Tax year
2024
Filed
30 January 2026
IRS schema version
2024v5.5
Source object
202610309349301311

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