Civic Intelligence

Ibew Local 102 Welfare Fund

990 • Fiscal year 2013 • EIN 22-6487222

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 20, 2014

PO Box 535507054

(973) 887-1718

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

47th percentile

0.03x

Higher debt load relative to assets than 47% of similar nonprofits.

2013 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2013

Liabilities / Revenue

57th percentile

0.06x

Higher debt load relative to revenue than 57% of similar nonprofits.

2013 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2013

Net Margin

67th percentile

10%

Higher net margin than 67% of similar nonprofits.

2013 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2013

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2013

Asset Growth

41st percentile

6.0%

Faster asset growth than 41% of similar nonprofits.

2013 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$101,626,779

Up $5,750,027 (+6.0%) from 2012

Net Assets

Up

$99,003,507

Up $4,826,417 (+5.1%) from 2012

Liabilities

Up

$2,623,272

Up $923,610 (+54%) from 2012

Revenue

$46,332,730

No earlier filing loaded for comparison.

Expenses

Down

$41,506,313

Down $760,853 (-1.8%) from 2012

Net Income

$4,826,417

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2010: $78,501,415Liabilities 2010: $2,217,357Net Assets 2010: $76,284,0582010Assets 2011: $92,539,475Liabilities 2011: $2,743,049Net Assets 2011: $89,796,4262011Assets 2012: $95,876,752Liabilities 2012: $1,699,662Net Assets 2012: $94,177,0902012Assets 2013: $101,626,779Liabilities 2013: $2,623,272Net Assets 2013: $99,003,5072013Assets 2014: $107,125,262Liabilities 2014: $2,703,020Net Assets 2014: $104,422,2422014Assets 2015: $110,129,034Liabilities 2015: $2,540,701Net Assets 2015: $107,588,3332015Assets 2016: $117,196,704Liabilities 2016: $6,223,828Net Assets 2016: $110,972,8762016Assets 2017: $126,943,986Liabilities 2017: $7,358,397Net Assets 2017: $119,585,5892017Assets 2018: $120,812,569Liabilities 2018: $7,982,514Net Assets 2018: $112,830,0552018Assets 2019: $125,557,670Liabilities 2019: $6,103,922Net Assets 2019: $119,453,7482019Assets 2020: $127,898,763Liabilities 2020: $5,072,421Net Assets 2020: $122,826,3422020Assets 2021: $122,340,303Liabilities 2021: $5,846,580Net Assets 2021: $116,493,7232021Assets 2022: $108,229,917Liabilities 2022: $4,915,650Net Assets 2022: $103,314,2672022Assets 2023: $113,392,233Liabilities 2023: $6,472,777Net Assets 2023: $106,919,4562023Assets 2024: $117,021,381Liabilities 2024: $7,943,093Net Assets 2024: $109,078,2882024

Highlighted filing

2013

Assets$101,626,779
Liabilities$2,623,272
Net Assets$99,003,507

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100M$50M$0-$50MExpenses 2010: $36,984,7552010Expenses 2011: $35,161,3502011Expenses 2012: $42,267,1662012Revenue 2013: $46,332,730Expenses 2013: $41,506,313Net Income 2013: $4,826,4172013Revenue 2014: $47,055,941Expenses 2014: $41,637,206Net Income 2014: $5,418,7352014Revenue 2015: $45,969,950Expenses 2015: $42,803,859Net Income 2015: $3,166,0912015Revenue 2016: $49,645,955Expenses 2016: $46,261,412Net Income 2016: $3,384,5432016Revenue 2017: $56,296,792Expenses 2017: $47,684,079Net Income 2017: $8,612,7132017Revenue 2018: $48,149,632Expenses 2018: $54,905,166Net Income 2018: -$6,755,5342018Revenue 2019: $64,153,736Expenses 2019: $57,530,043Net Income 2019: $6,623,6932019Revenue 2020: $57,263,256Expenses 2020: $53,890,662Net Income 2020: $3,372,5942020Revenue 2021: $58,803,578Expenses 2021: $65,136,197Net Income 2021: -$6,332,6192021Revenue 2022: $51,726,015Expenses 2022: $64,905,471Net Income 2022: -$13,179,4562022Revenue 2023: $74,151,516Expenses 2023: $70,546,327Net Income 2023: $3,605,1892023Revenue 2024: $72,614,838Expenses 2024: $72,274,952Net Income 2024: $339,8862024

Highlighted filing

2013

Revenue$46,332,730
Expenses$41,506,313
Net Income$4,826,417
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 20, 2014
Return Version
2013v3.1
Gross Receipts
$69,805,967
Mission and Program Overview

Mission

Welfare fund - health/medical benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$84,544,709$87,725,498▲ $3,180,789
Savings and Temporary Cash Investments$4,867,551$8,226,136▲ $3,358,585
Accounts Receivable$6,014,492$4,957,848▼ $1,056,644
Total Assets$95,876,752$101,626,779▲ $5,750,027
Other Assets Total$450,000$717,297▲ $267,297
Liabilities
Accounts Payable and Accrued Expenses$1,699,662$2,623,272▲ $923,610
Total Liabilities$1,699,662$2,623,272▲ $923,610
Net Assets / Fund Balance
Unrestricted Net Assets$94,177,090$99,003,507▲ $4,826,417
Total Net Assets Fund Balance$94,177,090$99,003,507▲ $4,826,417
Total Liabilities and Net Assets / Fund Balance$95,876,752$101,626,779▲ $5,750,027
Compensation and Service Providers

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Horizon Bc BsContract Administrator-$624,214
Premier Healyhcare Exchange INCClaims Review-$531,803
Fabian & Byrn LLCClaims Processing-$444,545
Ie Shaffer CoThird Party Administrator-$345,786
Global Pharmaceutical Benefits LLCContract Administrator-$168,098
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$44,974,055
Investment Income
$5,166,690
Other Revenue
$-3,808,015
Change in Net Assets
$4,826,417

Audited Revenue Reconciliation

Revenue per Audited Statements
$46,153,315
Revenue Not Reported on Financial Statements
$179,415
Total Revenue per Audited Statements
$46,153,315
Total Revenue per Form 990
$46,332,730
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,692,626
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$38,813,687--$38,813,687
Fees for Service Investment Mgmnt Fees$179,415$0$0$179,415
All Other Expenses$106,165$0$0$106,165
Fees for Services Accounting$28,350$0$0$28,350
Fees for Services Legal$21,567$0$0$21,567
Other Expenses$7,268$0$0$7,268
Conferences and Meetings$767$0$0$767
Total Functional Expenses$41,506,313$0$0$41,506,313

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$41,506,313
Total Expenses per Audited Statements$40,551,053
Expenses per Audited Statements$39,154,936
Expenses Not Reported on Financial Statements$2,351,377
Other Expense Adjustments$2,171,962
Expenses Not Reported on Form 990$1,396,117
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes
Filing and Contact Details

Filer

EIN
22-6487222
Phone
9738871718

Signing Officer

Name
Bernard Corrigan
Title
Trustee
Phone
9738871718
Signed
2014-10-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bernard Corrigan
Formed
1991
Legal Domicile
Nj
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Preparer
Michael Giella
Phone
9738820228
Supplemental Narrative

Additional Explanations

Pt VI, Line 3

The organization utilizes the services of i.e. Shaffer,

Pt VI, Line 3

A third party administrator, and fabian & byrn, llc,

Pt VI, Line 3

A CLAIMS ADMINISTRATOR.

Pt VI, Line 11B

A copy of the form 990 is provided to each trustee at a meeting

Pt VI, Line 11B

Prior to the filing date, where questions that a trustee has

Pt VI, Line 11B

ARE ADDRESSED.

Pt VI, Line 12C

The organization has a regularly scheduled quarterly

Pt VI, Line 12C

Meeting where it monitors compliance with the policy.

Pt VI, Line 15A

No compensation - employee benefit plan

Pt VI, Line 19

The documents are available to participants and the public upon request

Form 990, Part IX, Line 24F

Collection fees - legal 36166. 36166. 0. 0. Collection fees reimb-102 pension/surety 17486. 17486. 0. 0. Discount claim fees 12184. 12184. 0. 0. Patient centered outcome fee 6890. 6890. 0. 0. Payroll audit fees 33439. 33439. 0. 0.

Financial Statement Notes

Pt XII Line 2D

Accrued health claims 12/31/12 included in benefit obligations statement

Pt XII Line 4B

Accrued health claims 12/31/13 included in benefit obligations statement

Raw XML Appendix382 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01699662
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02623272
IRS990/AccountsReceivableGrp/BOYAmt06014492
IRS990/AccountsReceivableGrp/EOYAmt04957848
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0WELFARE FUND - HEALTH/MEDICAL BENEFITS
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0106165
IRS990/AllOtherExpensesGrp/TotalAmt0106165
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt038813687
IRS990/BenefitsToMembersGrp/TotalAmt038813687
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10IE SHAFFER PLAN ADMINISTRATORS
IRS990/BooksInCareOfDetail/PhoneNum06098836688
IRS990/BooksInCareOfDetail/USAddress/AddressLine10830 BEAR TAVERN ROAD
IRS990/BooksInCareOfDetail/USAddress/City0WEST TRENTON
IRS990/BooksInCareOfDetail/USAddress/State0NJ
IRS990/BooksInCareOfDetail/USAddress/ZIPCode008628
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt05
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0767
IRS990/ConferencesMeetingsGrp/TotalAmt0767
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0624214
IRS990/ContractorCompensationGrp/CompensationAmt1168098
IRS990/ContractorCompensationGrp/CompensationAmt2444545
IRS990/ContractorCompensationGrp/CompensationAmt3345786
IRS990/ContractorCompensationGrp/CompensationAmt4531803
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine103 PENN PLAZA EAST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine11222 LAFAYETTE STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine12204 EAGLE ROCK AVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine13830 BEAR TAVERN ROAD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine142 CROSSROADS DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City0NEWARK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City1NEWARK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City2ROSELAND
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City3WEST TRENTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City4BEDMINSTER
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State0NJ
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State1NJ
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State2NJ
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State3NJ
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State4NJ
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode007105
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode107105
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode207068
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode308628
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode407921
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine10HORIZON BC BS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine11GLOBAL PHARMACEUTICAL BENEFITS LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine12FABIAN & BYRN LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine13IE SHAFFER CO
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine14PREMIER HEALYHCARE EXCHANGE INC
IRS990/ContractorCompensationGrp/ServicesDesc0CONTRACT ADMINISTRATOR
IRS990/ContractorCompensationGrp/ServicesDesc1CONTRACT ADMINISTRATOR
IRS990/ContractorCompensationGrp/ServicesDesc2CLAIMS PROCESSING
IRS990/ContractorCompensationGrp/ServicesDesc3THIRD PARTY ADMINISTRATOR
IRS990/ContractorCompensationGrp/ServicesDesc4CLAIMS REVIEW
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt038813687
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt05166690
IRS990/CYOtherExpensesAmt02692626
IRS990/CYOtherRevenueAmt0-3808015
IRS990/CYProgramServiceRevenueAmt044974055
IRS990/CYRevenuesLessExpensesAmt04826417
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt041506313
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt046332730
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/Desc0PROVIDING HEALTH & MEDICAL BENEFITS TO THE PARTICIPANTS
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt041506313
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt028350
IRS990/FeesForServicesAccountingGrp/TotalAmt028350
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt021567
IRS990/FeesForServicesLegalGrp/TotalAmt021567
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt0179415
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0179415
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/PersonNm0JAMES ESTABROOK
IRS990/Form990PartVIISectionAGrp/PersonNm1PATRICK DELLE CAVA
IRS990/Form990PartVIISectionAGrp/PersonNm2GARY PFARR
IRS990/Form990PartVIISectionAGrp/PersonNm3BERNIE CORRIGAN
IRS990/Form990PartVIISectionAGrp/PersonNm4LOUIS VITO
IRS990/Form990PartVIISectionAGrp/PersonNm5BILL ROSSI
IRS990/Form990PartVIISectionAGrp/PersonNm6ROBERT WILLIAMSON III
IRS990/Form990PartVIISectionAGrp/PersonNm7ROBERT RENALDI
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt02371091
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt025844328
IRS990/GrossReceiptsAmt069805967
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt02795599
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02795599
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt084544709
IRS990/InvestmentsPubTradedSecGrp/EOYAmt087725498
IRS990/IRPDocumentCnt064
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NJ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt023473237
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0WELFARE FUND - HEALTH/MEDICAL BENEFITS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt094177090
IRS990/NetAssetsOrFundBalancesEOYAmt099003507
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02371091
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02371091
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0450000
IRS990/OtherAssetsTotalGrp/EOYAmt0717297
IRS990/OtherExpensesGrp/Desc0ACTUARY
IRS990/OtherExpensesGrp/Desc1PRINTING & POSTAGE
IRS990/OtherExpensesGrp/Desc2CONTRACT ADMINISTRATOR FEES
IRS990/OtherExpensesGrp/Desc3INSURANCE
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt04000
IRS990/OtherExpensesGrp/ProgramServicesAmt18325
IRS990/OtherExpensesGrp/ProgramServicesAmt22336769
IRS990/OtherExpensesGrp/ProgramServicesAmt37268
IRS990/OtherExpensesGrp/TotalAmt04000
IRS990/OtherExpensesGrp/TotalAmt18325
IRS990/OtherExpensesGrp/TotalAmt22336769
IRS990/OtherExpensesGrp/TotalAmt37268
IRS990/OtherRevenueMiscGrp/BusinessCd0525100
IRS990/OtherRevenueMiscGrp/Desc0UNREALIZED APPRECIATION OF INVESTMENTS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0-3808015
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-3808015
IRS990/OtherRevenueTotalAmt0-3808015
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0BERNARD CORRIGAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/BusinessCd2525100
IRS990/ProgramServiceRevenueGrp/BusinessCd3525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER & PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1MEDICARE DRUG SUBSIDY
IRS990/ProgramServiceRevenueGrp/Desc2STOP LOSS INSURANCE REIMBURSEMENT
IRS990/ProgramServiceRevenueGrp/Desc3OTHER
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt044030664
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1590982
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2334342
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt318067
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt039814741
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt03561948
IRS990/PYOtherExpensesAmt02452425
IRS990/PYOtherRevenueAmt01327715
IRS990/PYProgramServiceRevenueAmt041758167
IRS990/PYRevenuesLessExpensesAmt04380664
IRS990/PYTotalExpensesAmt042267166
IRS990/PYTotalRevenueAmt046647830
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt04826417
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04867551
IRS990/SavingsAndTempCashInvstGrp/EOYAmt08226136
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotReportedAmt01396117
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt02351377
IRS990ScheduleD/ExpensesSubtotalAmt039154936
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0179415
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0179415
IRS990ScheduleD/OtherExpensesIncludedAmt01396117
IRS990ScheduleD/OtherExpensesNotIncludedAmt02171962
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0179415
IRS990ScheduleD/RevenueSubtotalAmt046153315
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCRUED HEALTH CLAIMS 12/31/12 INCLUDED IN BENEFIT OBLIGATIONS STATEMENT
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ACCRUED HEALTH CLAIMS 12/31/13 INCLUDED IN BENEFIT OBLIGATIONS STATEMENT
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt XII Line 2d
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt XII Line 4b
IRS990ScheduleD/TotalExpensesPerForm990Amt041506313
IRS990ScheduleD/TotalRevenuePerForm990Amt046332730
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt046153315
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt040551053
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION UTILIZES THE SERVICES OF I.E. SHAFFER,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A THIRD PARTY ADMINISTRATOR, AND FABIAN & BYRN, LLC,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A CLAIMS ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF THE FORM 990 IS PROVIDED TO EACH TRUSTEE AT A MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PRIOR TO THE FILING DATE, WHERE QUESTIONS THAT A TRUSTEE HAS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ARE ADDRESSED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION HAS A REGULARLY SCHEDULED QUARTERLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MEETING WHERE IT MONITORS COMPLIANCE WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8NO COMPENSATION - EMPLOYEE BENEFIT PLAN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9THE DOCUMENTS ARE AVAILABLE TO PARTICIPANTS AND THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10COLLECTION FEES - LEGAL 36166. 36166. 0. 0. COLLECTION FEES REIMB-102 PENSION/SURETY 17486. 17486. 0. 0. DISCOUNT CLAIM FEES 12184. 12184. 0. 0. PATIENT CENTERED OUTCOME FEE 6890. 6890. 0. 0. PAYROLL AUDIT FEES 33439. 33439. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24f
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt095876752
IRS990/TotalAssetsEOYAmt0101626779
IRS990/TotalAssetsGrp/BOYAmt095876752
IRS990/TotalAssetsGrp/EOYAmt0101626779
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt041506313
IRS990/TotalFunctionalExpensesGrp/TotalAmt041506313
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01699662
IRS990/TotalLiabilitiesEOYAmt02623272
IRS990/TotalLiabilitiesGrp/BOYAmt01699662
IRS990/TotalLiabilitiesGrp/EOYAmt02623272
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt094177090
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt099003507
IRS990/TotalProgramServiceExpensesAmt041506313
IRS990/TotalProgramServiceRevenueAmt044974055
IRS990/TotalRevenueGrp/ExclusionAmt01358675
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt044974055
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt046332730
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt095876752
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0101626779
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt094177090
IRS990/UnrestrictedNetAssetsGrp/EOYAmt099003507
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO BOX 5355
IRS990/USAddress/City0PARSIPPANY
IRS990/USAddress/State0NJ
IRS990/USAddress/ZIPCode007054
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BERNARD CORRIGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09738871718
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine10IBEW LOCAL 102 WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0IBEW
ReturnHeader/Filer/EIN0226487222
ReturnHeader/Filer/PhoneNum09738871718
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 5355
ReturnHeader/Filer/USAddress/City0PARSIPPANY
ReturnHeader/Filer/USAddress/State0NJ
ReturnHeader/Filer/USAddress/ZIPCode007054
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SHAUGHNESSY GIELLA CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10420 ROUTE 46 EAST SUITE 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0FAIRFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode007004
ReturnHeader/PreparerPersonGrp/PhoneNum09738820228
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL GIELLA
ReturnHeader/ReturnTs02014-10-20T20:46:39-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$117$7.94$109$72.6$72.3$0.34
2023Detailed filing. Detailed filing data is available for this year.$113$6.47$107$74.2$70.5$3.61
2022Detailed filing. Detailed filing data is available for this year.$108$4.92$103$51.7$64.9$13.2
2021Detailed filing. Detailed filing data is available for this year.$122$5.85$116$58.8$65.1$6.33
2020Detailed filing. Detailed filing data is available for this year.$128$5.07$123$57.3$53.9$3.37
2019Detailed filing. Detailed filing data is available for this year.$126$6.10$119$64.2$57.5$6.62
2018Detailed filing. Detailed filing data is available for this year.$121$7.98$113$48.1$54.9$6.76
2017Detailed filing. Detailed filing data is available for this year.$127$7.36$120$56.3$47.7$8.61
2016Detailed filing. Detailed filing data is available for this year.$117$6.22$111$49.6$46.3$3.38
2015Detailed filing. Detailed filing data is available for this year.$110$2.54$108$46.0$42.8$3.17
2014Detailed filing. Detailed filing data is available for this year.$107$2.70$104$47.1$41.6$5.42
2013Detailed filing. Detailed filing data is available for this year.$102$2.62$99.0$46.3$41.5$4.83
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$95.9$1.70$94.2$42.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$92.5$2.74$89.8$35.2
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$78.5$2.22$76.3$37.0