Other Assets.1005
“Accounts Receivable - Beginning $701594 Accounts Receivable - Ending $0”
Siviq Scores
Scores are not available for this record yet.
Balance Sheet
Assets
Flat$0
Flat from 2024
Net Assets
Up$5,391,683
Up $5,391,683 from 2024
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Down$0
Down $5,412,271 (-100%) from 2024
Expenses
-
No earlier filing loaded for comparison.
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Mar 26, 2025
- Return Version
- 2024v5.0
Mission and Program Overview
Mission
Major medical, vision, dental, and group life insurance benefits for participants and their dependents.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| MAJOR MEDICAL, VISION, DENTAL, AND GROUP LIFE INSURANCE BENEFITS FOR PARTICIPANTS AND THEIR DEPENDENTS. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Nathan Fisher | Trustee | - | $0 | - | - |
| Michael Dea | Trustee | - | $0 | - | - |
| Matt Godfrey | Trustee | - | $0 | - | - |
| MICHAEL LEE | Trustee | - | $0 | - | - |
| Cavin Donnell | Trustee | - | $0 | - | - |
| Camilla Madison-Wilson | Chairperson | - | $0 | - | - |
| Theron Conner | Trustee | - | $0 | - | - |
| Ruben Gonzales | Trustee | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Labor & Oper Engineers Util H&W
- EIN
- 86-0576428
- Phone
- 6022493582
- Address
- PO Box 43110, Phoenix, AZ 85080
Signing Officer
- Name
- Camilla Madison-Wilson
- Title
- Chairperson
- Signed
- 2025-03-26
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Baldwin Moffitt Behm LLP
- Address
- 8399 E Indian School Rd 201, Scottsdale, AZ 85251
- Preparer
- Pamela Mullins
- Phone
- 4807369200
Supplemental Narrative
Additional Explanations
Other Assets.1011
“Prepaid Expenses and Deferred Charges - Beginning $21803 Prepaid Expenses and Deferred Charges - Ending $0”
Other Assets.1
“DEPOSIT - Beginning $20000 DEPOSIT - Ending $0”
Total Liabilities.1001
“Accounts Payable and Accrued Expenses - Beginning $14651 Accounts Payable and Accrued Expenses - Ending $0”
Total Liabilities.1
“ACCUMULATED ELIGIBILITY CREDITS - Beginning $973000 ACCUMULATED ELIGIBILITY CREDITS - Ending $0”
Total Liabilities.2
“Claims Incurred but not reported - Beginning $1438334 Claims Incurred but not reported - Ending $0”
Raw XML Appendix141 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 |
|---|---|---|
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| IRS990EZ/AmendedReturnInd | 0 | X |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | SOUTHWEST SERVICE ADMINISTRATO |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6022493582 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO Box 43110 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Phoenix |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | AZ |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 850803110 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 7074271 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt | 0 | SOUTHWEST SERVICE ADMINISTRATOR |
| IRS990EZ/CompensationOfHghstPdCntrctGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt | 0 | CONTRACT ADMINISTRAT |
| IRS990EZ/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt | 0 | PO BOX 43110 |
| IRS990EZ/CompensationOfHghstPdCntrctGrp/USAddress/CityNm | 0 | PHOENIX |
| IRS990EZ/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd | 0 | AZ |
| IRS990EZ/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd | 0 | 850803110 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/FinalReturnInd | 0 | X |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 7817668 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 5391683 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 5391683 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 5391683 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Nathan Fisher |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Michael Dea |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Matt Godfrey |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | MICHAEL LEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Cavin Donnell |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Camilla Madison-Wilson |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Theron Conner |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Ruben Gonzales |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Chairperson |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Trustee |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | true |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 743397 |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | MAJOR MEDICAL, VISION, DENTAL, AND GROUP LIFE INSURANCE BENEFITS FOR PARTICIPANTS AND THEIR DEPENDENTS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | MAJOR MEDICAL, VISION, DENTAL, AND GROUP LIFE INSURANCE BENEFITS FOR PARTICIPANTS AND THEIR DEPENDENTS. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 2425985 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 0 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleN/AssetsDistributedInd | 0 | true |
| IRS990ScheduleN/AttorneyGeneralNotifiedInd | 0 | false |
| IRS990ScheduleN/BondLiabilitiesDischargedInd | 0 | false |
| IRS990ScheduleN/BondsOutstandingInd | 0 | false |
| IRS990ScheduleN/DirectorOfSuccessorInd | 0 | false |
| IRS990ScheduleN/EmployeeOfSuccessorInd | 0 | false |
| IRS990ScheduleN/LiabilitiesPaidInd | 0 | true |
| IRS990ScheduleN/OwnerOfSuccessorInd | 0 | false |
| IRS990ScheduleN/ReceiveCompensationInd | 0 | false |
| IRS990ScheduleN/RequiredToNotifyAGInd | 0 | false |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Accounts Receivable - Beginning $701594 Accounts Receivable - Ending $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Prepaid Expenses and Deferred Charges - Beginning $21803 Prepaid Expenses and Deferred Charges - Ending $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DEPOSIT - Beginning $20000 DEPOSIT - Ending $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Accounts Payable and Accrued Expenses - Beginning $14651 Accounts Payable and Accrued Expenses - Ending $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | ACCUMULATED ELIGIBILITY CREDITS - Beginning $973000 ACCUMULATED ELIGIBILITY CREDITS - Ending $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Claims Incurred but not reported - Beginning $1438334 Claims Incurred but not reported - Ending $0 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Assets.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Assets.1011 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Assets.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Total Liabilities.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Total Liabilities.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Total Liabilities.2 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Camilla Madison-Wilson |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Chairperson |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-03-26 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Labor & Oper Engineers Util H&W |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | Trust Fund |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | LABO |
| ReturnHeader/Filer/EIN | 0 | 860576428 |
| ReturnHeader/Filer/PhoneNum | 0 | 6022493582 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO Box 43110 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Phoenix |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | AZ |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 85080 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 464370753 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Baldwin Moffitt Behm LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 8399 E Indian School Rd 201 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Scottsdale |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | AZ |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 85251 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4807369200 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Pamela Mullins |
| ReturnHeader/ReturnTs | 0 | 2025-03-26T13:34:34-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $0
- Liabilities
- -
- Net assets
- $5,391,683
- Revenue
- $0
- Expenses
- -
- Net income
- -