4Th District Ibew Health Fund

990 • Fiscal year 2018 • EIN 31-6068797

Oct 01, 2017 to Sep 30, 2018 • Filed on Jun 28, 2019

Organization Profile N/A

3150 US Route 60Ona, WV 25545

(304) 525-0331

Siviq Scores

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

0.02x

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

2018 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2018

0.02x

Higher debt load relative to revenue than 42% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2018

4.4%

Higher net margin than 46% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2018

Higher top officer pay than 34% of similar nonprofits.

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

2018 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2018

3.6%

Faster asset growth than 51% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2017 to 2018

18%

Faster revenue growth than 85% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets47th percentile

Assets

$66,824,427

Up $2,309,771 (+3.6%) from 2017

Net Assets

$65,496,321

Up $2,644,860 (+4.2%) from 2017

Liabilities

Down

$1,328,106

Down $335,089 (-20%) from 2017

Revenue And Expenses

Liabilities / Revenue42nd percentile Net Margin46th percentile

Revenue

$64,786,285

Up $9,818,153 (+18%) from 2017

Expenses

$61,955,718

Up $5,079,802 (+8.9%) from 2017

Net Income

$2,830,567

Up $4,738,351 (+248%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

Highlighted filing

2018

Assets$66,824,427

Liabilities$1,328,106

Net Assets$65,496,321

Open 2018 Filing

Operations Trend

Revenue Growth85th percentile

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

Highlighted filing

2018

Revenue$64,786,285

Expenses$61,955,718

Net Income$2,830,567

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Oct 1, 2017 to Sep 30, 2018
Signed: Jun 28, 2019
Return Version: 2017v2.3
Gross Receipts: $71,987,209

Mission and Program Overview

Mission

To provide health and insurance benefits to members by payment of claims for health, accident, sickness, dental and life insurance for members and their dependents.

Balance Sheet Detail

Line	Beginning	End	Change
Assets
Rtn Earn Endowment Incm Other Fnds	$62,851,461	$65,496,321	▲ $2,644,860
Investments in Publicly Traded Securities	$58,910,279	$59,184,429	▲ $274,150
Accounts Receivable	$5,604,377	$7,222,928	▲ $1,618,551
Cash and Non-Interest-Bearing Accounts	-	$417,070	-
Pd in Cap Srpls Land Bldg Eqp Fund	$0	$0	→ $0
Cap Stk Tr Prin Current Funds	$0	$0	→ $0
Total Assets	$64,514,656	$66,824,427	▲ $2,309,771
Liabilities
Accounts Payable and Accrued Expenses	$1,420,287	$1,059,888	▼ $360,399
Deferred Revenue	$242,908	$268,218	▲ $25,310
Total Liabilities	$1,663,195	$1,328,106	▼ $335,089
Net Assets / Fund Balance
Total Net Assets Fund Balance	$62,851,461	$65,496,321	▲ $2,644,860
Total Liabilities and Net Assets / Fund Balance	$64,514,656	$66,824,427	▲ $2,309,771

Compensation and Service Providers

Top Officer Pay34th percentile

Board Members and Trustees

Name	Title
William Hamilton	Employee Trustee/chairman
Dana Joe Samples	Employee Trustee
Jim Gillette	Employee Trustee
Troy Ferrell	Employee Trustee
Curtis Evans	Employer Trustee
James Bane	Employer Trustee
John Frantz	Employer Trustee
Ted Brady	Employer Trustee/secretary

Highest Paid Contractors

Contractor	Services	Location	Compensation
American Benefit Corporation	Third Party Administrator	3150 US ROUTE 60, Ona, WV 25545	$1,545,871
Community Insurance Co Dba Anthem	Claims Processing	3350 PEACHTREE ROAD POB 30302-445, Atlanta, GA 30326	$1,544,137
The Segal Company	Actuary	333 W 34TH STREET, New York, NY 10001	$355,028
Innovative Healthcare Delivery LLC	Transition Care	3540 W SAHARA AVE 444, Las Vegas, NV 89102	$168,062
Ledbetter Parisi Sollars LLC	Attorney	9240 MARKETPLACE DRIVE, Miamisburg, OH 45342	$135,739

Revenue and Support

Revenue Composition

Contributions and Grants: $0
Program Service Revenue: $62,329,036
Investment Income: $2,457,249
Other Revenue: $0
Change in Net Assets: $2,830,567

Audited Revenue Reconciliation

Revenue per Audited Statements: $64,569,461
Revenue Not Reported on Financial Statements: $216,824
Revenue Not Reported on Form 990: $-185,707
Total Revenue per Audited Statements: $64,383,754
Total Revenue per Form 990: $64,786,285

Expenses and Functional Allocation

Major Expense Lines

Line Item	Amount
Other Expenses	$4,687,236
Grants and Similar Amounts Paid	$0
Professional Fundraising Fees	$0
Salaries, Compensation, and Employee Benefits	$0
Total Fundraising Expense	$0

Functional Expense Allocation

Line Item	Program	Management	Fundraising	Total
Benefits to Members	-	-	-	$57,268,482
Other Expenses	-	-	-	$355,028
All Other Expenses	-	-	-	$320,526
Fees for Service Investment Mgmnt Fees	-	-	-	$216,824
Fees for Services Legal	-	-	-	$108,412
Fees for Services Accounting	-	-	-	$68,175
Conferences and Meetings	-	-	-	$35,954
Total Functional Expenses	$0	$0	$0	$61,955,718

Audited Expense Reconciliation

Line Item	Amount
Total Expenses per Form 990	$61,955,718
Expenses per Audited Statements	$61,738,894
Total Expenses per Audited Statements	$61,738,894
Expenses Not Reported on Financial Statements	$216,824
Expenses Not Reported on Form 990	$0

Fundraising, Events, and Gaming

Fundraising activities: No
Gaming activities: No
Professional fundraiser used: No

Fundraising and Gaming Totals

Line Item	Amount
Professional Fundraising Fees	$0

Political and Lobbying Activity

Political campaign activity: No
Subject to proxy tax: No

Related Organizations and Partnerships

Related Tax-Exempt Organizations

Organization	Location	Activity	Code	Public Charity	Controlled
Akron Area Electric Jact 0306	Akron, OH	Employer Contributions	-	-	No
CARVER'S ELECTRICAL PLUMBING 972	Marietta, OH	Employer Contributions	-	-	No
Charleston Elec Jatc 0466	Charleston, WV	Employer Contributions	-	-	No
Clarksburg Jatc 596	Clarksburg, WV	Employer Contributions	-	-	No
Eighth District Electric	Aurora, CO	Employer Contributions	-	-	No
Electrical Certification 972	Cincinnati, OH	Employer Contributions	-	-	No
Electrical Workers 0141	Madison Heights, MI	Employer Contributions	-	-	No
Electrical Workers 481 to 688	Madison Heights, MI	Employer Contributions	-	-	No
Electrical Workers 688	Madison Heights, MI	Employer Contributions	-	-	No
Electricians Welfare Fund	Harrisburg, PA	Employer Contributions	-	-	No
Eletrical Welfare Trust 26 Lu 968	Lanham, MD	Employer Contributions	-	-	No
Huntington Electrical Jatc 317	Huntington, WV	Employer Contributions	-	-	No
Ibew 575	Portsmouth, OH	Employer Contributions	-	-	No
Ibew International 0466	Washington, DC	Employer Contributions	-	-	No
Ibew Local 0032	Lima, OH	Employer Contributions	-	-	No
Ibew Local 0141	Wheeling, WV	Employer Contributions	-	-	No
Ibew Local 0306	Akron, OH	Employer Contributions	-	-	No
Ibew Local 0317	Huntington, WV	Employer Contributions	-	-	No
Ibew Local 0466	Charleston, WV	Employer Contributions	-	-	No
Ibew Local 0596	Clarksburg, WV	Employer Contributions	-	-	No
Ibew Local 0688	Mansfield, OH	Employer Contributions	-	-	No
Ibew Local 0968	Parkersburg, WV	Employer Contributions	-	-	No
Ibew Local 0972	Reno, OH	Employer Contributions	-	-	No
Ibew Local 1105	Zanesville, OH	Employer Contributions	-	-	No
Ibew-neca Southwestern	Decatur, IL	Employer Contributions	-	-	No
Industrial Contractors 1105	Calvert City, KY	Employer Contributions	-	-	No
Industrial Contractors 141	Calvert City, KY	Employer Contributions	-	-	No
Industrial Eletric Sol 972	Calvert City, KY	Employer Contributions	-	-	No
Lake Erie Electrical 0306	Westlake, OH	Employer Contributions	-	-	No
Lake Erie Electrical 0688	Westlake, OH	Employer Contributions	-	-	No
Lake Erie Electrical 1105	Westlake, OH	Employer Contributions	-	-	No
Lima Area Jatc	Dayton, OH	Employer Contributions	-	-	No
Local 0006	San Francisco, CA	Employer Contributions	-	-	No
Local 0009 (into Lu 317)	Hillside, IL	Employer Contributions	-	-	No
Local 0016	Goodlettsville, TN	Employer Contributions	-	-	No
Local 0017 (into 0317)	Southfield, MI	Employer Contributions	-	-	No
Local 0022	Omaha, NE	Employer Contributions	-	-	No
Local 0026	Lanham, MD	Employer Contributions	-	-	No
Local 0026 (into 0317)	Lanham, MD	Employer Contributions	-	-	No
Local 0026 (into 0466)	Lanham, MD	Employer Contributions	-	-	No
Local 0038	Cleveland, OH	Employer Contributions	-	-	No
Local 0042	Manchester, CT	Employer Contributions	-	-	No
Local 0056	Erie, PA	Employer Contributions	-	-	No
Local 0058	Detroit, MI	Employer Contributions	-	-	No
Local 0082	Charleston, WV	Employer Contributions	-	-	No
Local 0098	Philadelphia, PA	Employer Contributions	-	-	No
Local 0102	Parsippany, NJ	Employer Contributions	-	-	No
Local 0103	Dorchester, MA	Employer Contributions	-	-	No
Local 0124 (into 0032)	Kansas City, MO	Employer Contributions	-	-	No
Local 0124 (into Local 0032)	Kansas City, MO	Employer Contributions	-	-	No
Local 0126	Collegeville, PA	Employer Contributions	-	-	No
Local 0129	Lorain, OH	Employer Contributions	-	-	No
Local 0129 (into 0688)	Avon, OH	Employer Contributions	-	-	No
Local 0143	Harrisburg, PA	Employer Contributions	-	-	No
Local 0150	Waukegan, IL	Employer Contributions	-	-	No
Local 0163	Westland, MI	Employer Contributions	-	-	No
Local 0164 Joint Board	Paramus, NJ	Employer Contributions	-	-	No
Local 0176 Neca	Joliet, IL	Employer Contributions	-	-	No
Local 0212 Ibew Fringe Benefit	Tucker, GA	Employer Contributions	-	-	No
Local 0246	Steubenville, OH	Employer Contributions	-	-	No
Local 0269 H & W Fund	Trenton, NJ	Employer Contributions	-	-	No
Local 0302	San Ramon, CA	Employer Contributions	-	-	No
Local 0351	Hammonton, NJ	Employer Contributions	-	-	No
Local 0364	Rockford, IL	Employer Contributions	-	-	No
Local 0369 (575)	Louisville, KY	Employer Contributions	-	-	No
Local 0369 (972)	Louisville, KY	Employer Contributions	-	-	No
Local 0369 (into 317)	Louisville, KY	Employer Contributions	-	-	No
Local 0369 (into 466)	Louisville, KY	Employer Contributions	-	-	No
Local 0369 (into 596)	Louisville, KY	Employer Contributions	-	-	No
Local 0375	Allentown, PA	Employer Contributions	-	-	No
Local 0400	Wall, NJ	Employer Contributions	-	-	No
Local 0456 (into Lu 0141)	Trenton, NJ	Employer Contributions	-	-	No
Local 0456 (into Lu 0306)	Trenton, NJ	Employer Contributions	-	-	No
Local 0456 (into Lu 0466)	Trenton, NJ	Employer Contributions	-	-	No
Local 0456 (into Lu 0596)	Trenton, NJ	Employer Contributions	-	-	No
Local 0494	Mmilwaukee, WI	Employer Contributions	-	-	No
Local 0508	Pembroke Pines, FL	Employer Contributions	-	-	No
Local 0520	Austin, TX	Employer Contributions	-	-	No
Local 0569	San Diego, CA	Employer Contributions	-	-	No
Local 0573	Warren, OH	Employer Contributions	-	-	No
Local 0607	Shamokin, PA	Employer Contributions	-	-	No
Local 0613	Atlanta, GA	Employer Contributions	-	-	No
Local 0640	Las Vegas, NV	Employer Contributions	-	-	No
Local 0640 (306)	Las Vegas, NV	Employer Contributions	-	-	No
Local 0640 (317)	Las Vegas, NV	Employer Contributions	-	-	No
Local 0654	Charleston, WV	Employer Contributions	-	-	No
Local 0665	Charleston, WV	Employer Contributions	-	-	No
Local 0666	Henrico, VA	Employer Contributions	-	-	No
Local 0683 (0317)	Columbus, OH	Employer Contributions	-	-	No
Local 0683 (0968)	Columbus, OH	Employer Contributions	-	-	No
Local 0683 (1105)	Columbus, OH	Employer Contributions	-	-	No
Local 0683 (306)	Columbus, OH	Employer Contributions	-	-	No
Local 0683 (32)	Columbus, OH	Employer Contributions	-	-	No
Local 0683 (575)	Columbus, OH	Employer Contributions	-	-	No
Local 0683 (into 0688)	Columbus, OH	Employer Contributions	-	-	No
Local 0683 Into Local 466	Columbus, OH	Employer Contributions	-	-	No
Local 0683 Into Local 972	Columbus, OH	Employer Contributions	-	-	No
Local 0697	Merrillville, IN	Employer Contributions	-	-	No
Local 0712	Beaver, PA	Employer Contributions	-	-	No
Local 0728	Miami, FL	Employer Contributions	-	-	No
Local 0743	Reading, PA	Employer Contributions	-	-	No
Local 0812	Montoursville, PA	Employer Contributions	-	-	No
Local 0855	Charleston, WV	Employer Contributions	-	-	No
Local 0906	Marquette, MI	Employer Contributions	-	-	No
Local 0915	Tampa, FL	Employer Contributions	-	-	No
Local 0948	Flint, MI	Employer Contributions	-	-	No
Local 1049 Ibew Craft (in 317)	Holtsville, NY	Employer Contributions	-	-	No
Local 1205	Gainesville, FL	Employer Contributions	-	-	No
Local 1249	East Syracuse, NY	Employer Contributions	-	-	No
Local 1579	Augusta, GA	Employer Contributions	-	-	No
Local 1701 Neca-ibew	Charleston, WV	Employer Contributions	-	-	No
Local 363 Welfare Fund	New Ciy, NY	Employer Contributions	-	-	No
Local 375	Allentown, PA	Employer Contributions	-	-	No
Local 400 (into 306)	Wall, NJ	Employer Contributions	-	-	No
Local 456 (into 317)	North Brunswick, NJ	Employer Contributions	-	-	No
Local 456 (into 32)	North Brunswick, NJ	Employer Contributions	-	-	No
Local 688 Depository Fund	Mansfield, OH	Employer Contributions	-	-	No
Marietta Electrical Jatc	Reno, OH	Employer Contributions	-	-	No
Michiana Local 0153	Lansing, MI	Employer Contributions	-	-	No
Neca-ibew Fam Med Care 0141	Ringgold, GA	Employer Contributions	-	-	No
Neca-ibew Fam Med Care 0306	Ringgold, GA	Employer Contributions	-	-	No
Neca-ibew Fam Med Care 0317	Ringgold, GA	Employer Contributions	-	-	No
Neca-ibew Fam Med Care 0466	Ringgold, GA	Employer Contributions	-	-	No
Neca-ibew Fam Med Care 0575	Ringgold, GA	Employer Contributions	-	-	No
Neca-ibew Fam Med Care 0596	Ringgold, GA	Employer Contributions	-	-	No
Neca-ibew Fam Med Care 0688	Rossville, GA	Employer Contributions	-	-	No
Neca-ibew Fam Med Care 0968	Ringgold, GA	Employer Contributions	-	-	No
Neca-ibew Fam Med Care 0972	Ringgold, GA	Employer Contributions	-	-	No
Neca-ibew Fam Med Care 1105	Ringgold, GA	Employer Contributions	-	-	No
Neca-ibew Fam Med Care 32	Ringgold, GA	Employer Contributions	-	-	No
Neca-ibew Welfare Trust 0596	Decatur, IL	Employer Contributions	-	-	No
Newark Jatc	Nashport, OH	Employer Contributions	-	-	No
Oklahoma Electrical 317	Oklahoma City, OK	Employer Contributions	-	-	No
Oklahoma Electrical 466	Oklahoma City, OK	Employer Contributions	-	-	No
Penn-ohio Electrical Lu 0306	Masury, OH	Employer Contributions	-	-	No
Portsmouth Jatc 575	Portsmouth, OH	Employer Contributions	-	-	No
South Charleston Electrical Lu 0596	S Charleston, WV	Employer Contributions	-	-	No
Steubenville Electrical Lu 0141	Steubenville, OH	Employer Contributions	-	-	No
Steubenville Electrical Lu 0306	Steubenville, OH	Employer Contributions	-	-	No
Steubenville Electrical Lu 0317	Steubenville, OH	Employer Contributions	-	-	No
Toledo Electrical	Toledo, OH	Employer Contributions	-	-	No
Toledo Electrical Lu 0032	Toledo, OH	Employer Contributions	-	-	No
Youngstown Area Electrical	Youngstown, OH	Employer Contributions	-	-	No

Related Partnerships and Joint Ventures

Organization	Location	Activity	Income	Assets	Ownership	Managing Partner
Abs Electric	Ripley, WV	Employer Contributions	-	-	-	No
Advanced Project Construction 317	Ponchatoula, LA	Employer Contributions	-	-	-	No
All Energy Systems	Hudson, OH	Employer Contributions	-	-	-	No
Anr Electric	Akron, OH	Employer Contributions	-	-	-	No
Arc Electrical	Newark, OH	Employer Contributions	-	-	-	No
Atlas Industry Holdings	Columbus, OH	Employer Contributions	-	-	-	No
B Armstrong Electrical	Vienna, WV	Employer Contributions	-	-	-	No
B Armstrong Electrical	Vienna, WV	Employer Contributions	-	-	-	No
Bcu Electric	Ashland, OH	Employer Contributions	-	-	-	No
Becdel Controls	Hubbard, OH	Employer Contributions	-	-	-	No
Beltline Electric	Owensboro, KY	Employer Contributions	-	-	-	No
Best Electric	Charleston, WV	Employer Contributions	-	-	-	No
Bmwc Construction	Indianapolis, IN	Employer Contributions	-	-	-	No
Bronder Technical Services	Prospect, PA	Employer Contributions	-	-	-	No
Building Integrated	Akron, OH	Employer Contributions	-	-	-	No
C Levitt Electric	Sharon, PA	Employer Contributions	-	-	-	No
C&j Electrical	Anna, OH	Employer Contributions	-	-	-	No
Canton Electrical	Austintown, OH	Employer Contributions	-	-	-	No
Capital City Electric	New Albany, OH	Employer Contributions	-	-	-	No
Casey Electric Construction	Barberton, OH	Employer Contributions	-	-	-	No
Chapel Electric Co	Dayton, OH	Employer Contributions	-	-	-	No
Cornerstone Electric	Hernshaw, WV	Employer Contributions	-	-	-	No
Day & Zimmerman	Lancaster, PA	Employer Contributions	-	-	-	No
Dies Electrical	Akron, OH	Employer Contributions	-	-	-	No
Dixon Electrical	Huntington, WV	Employer Contributions	-	-	-	No
Einheit Electric Construction	Cleveland, WV	Employer Contributions	-	-	-	No
Elm Electric	South Charleston, WV	Employer Contributions	-	-	-	No
Emery Electric	Twinsburg, OH	Employer Contributions	-	-	-	No
Enerfab Electric 141	Cincinnati, OH	Employer Contributions	-	-	-	No
Enerfab Power & Industry	Cincinnati, OH	Employer Contributions	-	-	-	No
Erb Electric	Bridgeport, OH	Employer Contributions	-	-	-	No
Facility Support Services	Pittsburgh, PA	Employer Contributions	-	-	-	No
Fine-line Communications	Twinsburg, OH	Employer Contributions	-	-	-	No
Freestate Baltimore	Owings Mills, MD	Employer Contributions	-	-	-	No
Fresch Electric	Sandusky, OH	Employer Contributions	-	-	-	No
Geiger Brothers	Jackson, OH	Employer Contributions	-	-	-	No
Green Electrical Construction	Elizabeth, WV	Employer Contributions	-	-	-	No
Green Electrical Construction	Elizabeth, WV	Employer Contributions	-	-	-	No
Gulu Electric	Youngstown, OH	Employer Contributions	-	-	-	No
Harrington Electric	Cleveland, OH	Employer Contributions	-	-	-	No
Harris Industrial	Marietta, OH	Employer Contributions	-	-	-	No
Harrison Rural Electric	Clarksburg, WV	Employer Contributions	-	-	-	No
Haywood Electric	Barberton, OH	Employer Contributions	-	-	-	No
Heliservice LLC	Sanford, FL	Employer Contributions	-	-	-	No
High Voltage Maintenence	Dayton, OH	Employer Contributions	-	-	-	No
Highmark Electric LLC	Ripley, WV	Employer Contributions	-	-	-	No
Hilscher-clarke Electric	Canton, OH	Employer Contributions	-	-	-	No
Hilscher-clarke Electric 141	Canton, OH	Employer Contributions	-	-	-	No
Huntington Electric Jatc	Huntington, WV	Employer Contributions	-	-	-	No
Ids LLC	Huntington, WV	Employer Contributions	-	-	-	No
Industrial Electrical	Calvert City, KY	Employer Contributions	-	-	-	No
Inland Empire Electric	Spokane, WA	Employer Contributions	-	-	-	No
Integrated Control Sol	Scituate, MA	Employer Contributions	-	-	-	No
J&j General Maintenence	Ironton, OH	Employer Contributions	-	-	-	No
Jacobs Constructors	Elkview, WV	Employer Contributions	-	-	-	No
Jacobs Industrial Services	Baton Rouge, LA	Employer Contributions	-	-	-	No
Jf Heibel Electric	Waverly, OH	Employer Contributions	-	-	-	No
Jj Barney Construction	Rochester Hills, MI	Employer Contributions	-	-	-	No
Joe Dickey Electric	Lima, OH	Employer Contributions	-	-	-	No
Joe Dickey Electric	Lima, OH	Employer Contributions	-	-	-	No
Jordan Smith Electric	Huntington, WV	Employer Contributions	-	-	-	No
Jw Didado Electric	Akron, OH	Employer Contributions	-	-	-	No
K and M Electric	Elkview, WV	Employer Contributions	-	-	-	No
Kaiser Electrical Construction	Morton, IL	Employer Contributions	-	-	-	No
Klm Electric	Ashland, KY	Employer Contributions	-	-	-	No
Lake Erie	Fredricktown, OH	Employer Contributions	-	-	-	No
Lawson Electrical	Georgetown, KY	Employer Contributions	-	-	-	No
Le Myers	Sorrento, FL	Employer Contributions	-	-	-	No
Legacy Electric	Solon, OH	Employer Contributions	-	-	-	No
Leslie Phares Electric	St Albans, WV	Employer Contributions	-	-	-	No
Liberty Electric	Cincinnati, OH	Employer Contributions	-	-	-	No
Lighthouse Electric	Canonsburg, PA	Employer Contributions	-	-	-	No
Lineco Construction	Lombard, IL	Employer Contributions	-	-	-	No
Lippincott Plumbers	Lima, OH	Employer Contributions	-	-	-	No
Mahoning & Trumbull 306	Youngstown, OH	Employer Contributions	-	-	-	No
Main Lite Electric	Warren, OH	Employer Contributions	-	-	-	No
Maryland Electric Industry	Baltimore, MA	Employer Contributions	-	-	-	No
Maryland Electric Industry	Baltimore, MA	Employer Contributions	-	-	-	No
Maximum Construction	Bridgeport, WV	Employer Contributions	-	-	-	No
Maxwell Lighting	Dayton, OH	Employer Contributions	-	-	-	No
Mcbrayer Electric	Scott Depot, WV	Employer Contributions	-	-	-	No
Mcgrawkokosing	Middletown, OH	Employer Contributions	-	-	-	No
Mid City Electrical	Columbus, OH	Employer Contributions	-	-	-	No
Midwest Electrical	Willard, OH	Employer Contributions	-	-	-	No
Miller Information Systems	Allison Park, PA	Employer Contributions	-	-	-	No
Miracle Electrical	Marietta, OH	Employer Contributions	-	-	-	No
Mon Valley Electric	Kingmont, WV	Employer Contributions	-	-	-	No
Mountain State Electric	Morgantown, WV	Employer Contributions	-	-	-	No
Myers Electric	Convoy, OH	Employer Contributions	-	-	-	No
Naes Power Contractors	Cranberry Twp, PA	Employer Contributions	-	-	-	No
Neff Electrical Const	Marion, OH	Employer Contributions	-	-	-	No
Net-com Eletrical	Harrod, OH	Employer Contributions	-	-	-	No
New England Electrical	Manchester, CT	Employer Contributions	-	-	-	No
New River Electric	Cloverdale, VA	Employer Contributions	-	-	-	No
Newville Electrical Services	Newville, PA	Employer Contributions	-	-	-	No
Nkc Conveyor Installation	Memphis, TN	Employer Contributions	-	-	-	No
Nolan Electrical Construction	Stout, OH	Employer Contributions	-	-	-	No
North Central Ohio	Canton, OH	Employer Contributions	-	-	-	No
Novak Electric	Elyria, OH	Employer Contributions	-	-	-	No
Novanty Electric	Akron, OH	Employer Contributions	-	-	-	No
Now Controls LLC	New Bremen, OH	Employer Contributions	-	-	-	No
Ostrin Electric	Charleston, WV	Employer Contributions	-	-	-	No
Owen Electric	Marion, OH	Employer Contributions	-	-	-	No
Oyer Electric	Chillicothe, OH	Employer Contributions	-	-	-	No
Par Electric Construction	Kansas City, MO	Employer Contributions	-	-	-	No
Par Electric Construction	Kansas City, MO	Employer Contributions	-	-	-	No
Precision Electrical Construction	Pittsburgh, PA	Employer Contributions	-	-	-	No
Premise Solutions LLC	Walton Hills, OH	Employer Contributions	-	-	-	No
Pritchard Electric	Huntington, WV	Employer Contributions	-	-	-	No
Pro 1 Electric	Mineral Wells, WV	Employer Contributions	-	-	-	No
Progressive Electric	Charleston, WV	Employer Contributions	-	-	-	No
Ready Electric	Louisville, KY	Employer Contributions	-	-	-	No
Richardson-wayland	Roanoke, VA	Employer Contributions	-	-	-	No
Rigney Digital	Hurricane, WV	Employer Contributions	-	-	-	No
River Town Electric LLC	Gallipolis, OH	Employer Contributions	-	-	-	No
Riverside Electrical	Woodlawn, OH	Employer Contributions	-	-	-	No
Roberts Electric	Columbus, OH	Employer Contributions	-	-	-	No
Sargent Electric	Pittsburgh, PA	Employer Contributions	-	-	-	No
Scheck Technical	Westmont, IL	Employer Contributions	-	-	-	No
Service Electric	Chattanooga, TN	Employer Contributions	-	-	-	No
Sidney Electric	Sidney, OH	Employer Contributions	-	-	-	No
South Charleston Electric	S Charleston, WV	Employer Contributions	-	-	-	No
South Shore Electric	Elyria, OH	Employer Contributions	-	-	-	No
Speelman Electric	Tallmadge, OH	Employer Contributions	-	-	-	No
Stubenville Electric	Steubenville, OH	Employer Contributions	-	-	-	No
Studebaker Electric	Dayton, OH	Employer Contributions	-	-	-	No
Thayer Power & Comm	Fairview, PA	Employer Contributions	-	-	-	No
Thayer Power & Comm 317	Fairview, PA	Employer Contributions	-	-	-	No
The State Group	Evansville, IN	Employer Contributions	-	-	-	No
The Summit Elec Group	Hurricane, WV	Employer Contributions	-	-	-	No
The Superior Group	Columbus, OH	Employer Contributions	-	-	-	No
Thompson Electric	Munroe Falls, OH	Employer Contributions	-	-	-	No
Three Brothers Electric	Poca, WV	Employer Contributions	-	-	-	No
Tri-city Electric	Davenport, IA	Employer Contributions	-	-	-	No
US Communication & Electric	Garfield Heights, OH	Employer Contributions	-	-	-	No
Union Group	Bridgeport, WV	Employer Contributions	-	-	-	No
United Electric of Wheeling	Wheeling, WV	Employer Contributions	-	-	-	No
United Electrical System	Brunswick, OH	Employer Contributions	-	-	-	No
Vi Chapman Electric	Grand River, OH	Employer Contributions	-	-	-	No
WT LEONE'S TRI AREA	Youngstown, OH	Employer Contributions	-	-	-	No
Wagner Industrial	Dayton, OH	Employer Contributions	-	-	-	No
Western Penn Electric	Greensburg, PA	Employer Contributions	-	-	-	No
White Electrical Construction	Atlanta, GA	Employer Contributions	-	-	-	No
Wisconsin Electrical	Madison, WI	Employer Contributions	-	-	-	No
Witchey Lightning Rod	Rittman, OH	Employer Contributions	-	-	-	No
Wood Electric	New Philadelphia, OH	Employer Contributions	-	-	-	No
Wv Oh Neca	Charleston, WV	Employer Contributions	-	-	-	No
Wv State Building Trades	Charleston, WV	Employer Contributions	-	-	-	No
Ww Schaub Electric	North Canton, OH	Employer Contributions	-	-	-	No

Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant: No
Annual disclosure for covered persons: Yes
Audit committee: 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: No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed by the board of trustees' chairman and secretary before they sign and file the 990 form.”

Form 990, Part VI, Section B, Line 12C

“Trustees attend meeting on fiduciary responsibilities. The board of trustees functions as a whole; no individual trustee can act alone.”

Form 990, Part VI, Section C, Line 19

“The fund makes available its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name: 4th District Ibew Health Fund
EIN: 31-6068797
Phone: 3045250331
Address: 3150 US ROUTE 60, ONA, WV 25545

Signing Officer

Name: William Hamilton
Title: Chairman
Phone: 3045250331
Signed: 2019-06-28
Discuss with paid preparer: Yes

Organization Details

Principal Officer: William Hamilton
Formed: 1961
Legal Domicile: Wv
Voting Board Members: 8
Independent Board Members: 8
Employees: 0
Volunteers: 0

Preparer

Firm: Gray Griffith & Mays Ac
Address: 707 VIRGINIA STREETEASTSUITE 400, CHARLESTON, WV 25301-2711
Preparer: J Ryan Lindsay
Phone: 3043459400

Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The fund's board of trustees has assumed the responsibility for oversight of the audit of its financial statements and the selection of an independent accountant.”

Raw XML AppendixShowing 400 of 3,634 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.

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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm	2	NEW YORK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm	3	LAS VEGAS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm	4	MIAMISBURG
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd	0	WV
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd	1	GA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd	2	NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd	3	NV
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd	4	OH
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt	2	THE SEGAL COMPANY
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt	3	INNOVATIVE HEALTHCARE DELIVERY LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt	4	LEDBETTER PARISI SOLLARS LLC
IRS990/ContractorCompensationGrp/ServicesDesc	0	THIRD PARTY ADMINISTRATOR
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IRS990/ContractorCompensationGrp/ServicesDesc	3	TRANSITION CARE
IRS990/ContractorCompensationGrp/ServicesDesc	4	ATTORNEY
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IRS990/DeferredRevenueGrp/BOYAmt	0	242908
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IRS990/Desc	0	TO PROVIDE HEALTH AND INSURANCE BENEFITS TO MEMBERS BY PAYMENT OF CLAIMS FOR HEALTH, ACCIDENT, SICKNESS, DENTAL AND LIFE INSURANCE FOR MEMBERS AND THEIR DEPENDENTS.
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IRS990/DocumentRetentionPolicyInd	0	1
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IRS990/ElectionOfBoardMembersInd	0	0
IRS990/EmployeeCnt	0	0
IRS990/ExpenseAmt	0	57268482
IRS990/FamilyOrBusinessRlnInd	0	0
IRS990/FederalGrantAuditRequiredInd	0	0
IRS990/FeesForServicesAccountingGrp/TotalAmt	0	68175
IRS990/FeesForServicesLegalGrp/TotalAmt	0	108412
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt	0	216824
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IRS990/ForeignFinancialAccountInd	0	0
IRS990/ForeignOfficeInd	0	0
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt	0	0.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd	4	X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd	5	X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd	7	X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt	0	0
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IRS990/Form990PartVIISectionAGrp/PersonNm	0	DANA JOE SAMPLES
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IRS990/Form990PartVIISectionAGrp/PersonNm	2	JIM GILLETTE
IRS990/Form990PartVIISectionAGrp/PersonNm	3	TROY FERRELL
IRS990/Form990PartVIISectionAGrp/PersonNm	4	JAMES BANE
IRS990/Form990PartVIISectionAGrp/PersonNm	5	TED BRADY
IRS990/Form990PartVIISectionAGrp/PersonNm	6	JOHN FRANTZ
IRS990/Form990PartVIISectionAGrp/PersonNm	7	CURTIS EVANS
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IRS990/Form990PartVIISectionAGrp/TitleTxt	3	EMPLOYEE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt	4	EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt	5	EMPLOYER TRUSTEE/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt	6	EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt	7	EMPLOYER TRUSTEE
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IRS990/FormationYr	0	1961
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IRS990/GoverningBodyVotingMembersCnt	0	8
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IRS990/MaterialDiversionOrMisuseInd	0	0
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IRS990/MinutesOfCommitteesInd	0	1
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES' CHAIRMAN AND SECRETARY BEFORE THEY SIGN AND FILE THE 990 FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	TRUSTEES ATTEND MEETING ON FIDUCIARY RESPONSIBILITIES. THE BOARD OF TRUSTEES FUNCTIONS AS A WHOLE; NO INDIVIDUAL TRUSTEE CAN ACT ALONE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	THE FUND MAKES AVAILABLE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	THE FUND'S BOARD OF TRUSTEES HAS ASSUMED THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990, PART VI, SECTION B, LINE 11B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990, PART XII, LINE 2C:
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd	0	0
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IRS990ScheduleR/DivRelatedOrganizationInd	0	0
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd	0	0
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd	0	0
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd	1	0
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd	19	0
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd	20	0
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd	22	0
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd	23	0
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd	24	0
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd	25	0
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd	26	0
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd	28	0
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd	29	0
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd	86	0
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd	89	0
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd	94	0
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd	0	OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd	1	OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd	2	IL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd	3	MI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd	4	OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd	5	OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd	6	OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd	7	WV

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing

Assets: $66,824,427
Liabilities: $1,328,106
Net assets: $65,496,321
Revenue: $64,786,285
Expenses: $61,955,718
Net income: $2,830,567

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$118	$3.79	$114	$101	$83.8	$17.6
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$71.2	$2.33	$68.8	$85.3	$69.3	$16.0
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$62.2	$1.95	$60.2	$82.3	$87.1	$4.79
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.	$64.7	$1.33	$63.3	$75.0	$80.3	$5.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$68.1	$1.75	$66.3	$74.9	$73.1	$1.77
2018Detailed filing. Detailed filing data is available for this year.	$66.8	$1.33	$65.5	$64.8	$62.0	$2.83
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$64.5	$1.66	$62.9	$55.0	$56.9	$1.91
2015Detailed filing. Detailed filing data is available for this year.	$63.6	$2.08	$61.5	$53.3	$52.0	$1.33