Civic Intelligence

Kern County Electrical Workers Health and Welfare Trust

990 • Fiscal year 2018 • EIN 95-6053542

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

3805 Silect Avenue No BBakersfield, CA 93308

(661) 325-9471

Siviq Scores

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

Liabilities / Assets

76th percentile

0.23x

Higher debt load relative to assets than 76% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

88th percentile

0.37x

Higher debt load relative to revenue than 88% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Net Margin

57th percentile

6.8%

Higher net margin than 57% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Asset Growth

26th percentile

-7.1%

Faster asset growth than 26% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

39th percentile

1.6%

Faster revenue growth than 39% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Assets

Down

$14,551,130

Down $1,115,387 (-7.1%) from 2017

Net Assets

Up

$11,175,338

Up $355,588 (+3.3%) from 2017

Liabilities

Down

$3,375,792

Down $1,470,975 (-30%) from 2017

Revenue

Up

$9,126,021

Up $146,908 (+1.6%) from 2017

Expenses

Up

$8,506,688

Up $448,896 (+5.6%) from 2017

Net Income

Down

$619,333

Down $301,988 (-33%) from 2017

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $4,032,327Liabilities 2010: $1,916,309Net Assets 2010: $2,116,0182010Assets 2011: $4,092,925Liabilities 2011: $2,092,737Net Assets 2011: $2,000,1882011Assets 2012: $4,208,682Liabilities 2012: $2,854,438Net Assets 2012: $1,354,2442012Assets 2013: $4,819,066Liabilities 2013: $2,561,407Net Assets 2013: $2,257,6592013Assets 2014: $6,362,237Liabilities 2014: $2,664,865Net Assets 2014: $3,697,3722014Assets 2015: $8,220,243Liabilities 2015: $2,568,909Net Assets 2015: $5,651,3342015Assets 2016: $13,531,499Liabilities 2016: $3,770,699Net Assets 2016: $9,760,8002016Assets 2017: $15,666,517Liabilities 2017: $4,846,767Net Assets 2017: $10,819,7502017Assets 2018: $14,551,130Liabilities 2018: $3,375,792Net Assets 2018: $11,175,3382018Assets 2019: $16,289,134Liabilities 2019: $3,710,774Net Assets 2019: $12,578,3602019Assets 2020: $17,977,791Liabilities 2020: $4,137,266Net Assets 2020: $13,840,5252020Assets 2021: $20,101,084Liabilities 2021: $4,661,908Net Assets 2021: $15,439,1762021Assets 2022: $22,257,864Liabilities 2022: $5,212,095Net Assets 2022: $17,045,7692022Assets 2023: $25,966,658Liabilities 2023: $6,206,026Net Assets 2023: $19,760,6322023Assets 2024: $30,782,168Liabilities 2024: $7,659,621Net Assets 2024: $23,122,5472024

Highlighted filing

2018

Assets$14,551,130
Liabilities$3,375,792
Net Assets$11,175,338

Operations Trend

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

$20M$15M$10M$5.0M$0Expenses 2010: $5,206,7852010Expenses 2011: $5,561,6162011Expenses 2012: $6,629,0432012Revenue 2013: $7,297,255Expenses 2013: $6,361,260Net Income 2013: $935,9952013Revenue 2014: $8,359,957Expenses 2014: $6,915,922Net Income 2014: $1,444,0352014Revenue 2015: $8,674,933Expenses 2015: $6,670,582Net Income 2015: $2,004,3512015Revenue 2016: $13,815,665Expenses 2016: $9,755,099Net Income 2016: $4,060,5662016Revenue 2017: $8,979,113Expenses 2017: $8,057,792Net Income 2017: $921,3212017Revenue 2018: $9,126,021Expenses 2018: $8,506,688Net Income 2018: $619,3332018Revenue 2019: $10,969,124Expenses 2019: $9,821,264Net Income 2019: $1,147,8602019Revenue 2020: $10,405,147Expenses 2020: $9,566,188Net Income 2020: $838,9592020Revenue 2021: $11,750,300Expenses 2021: $10,353,949Net Income 2021: $1,396,3512021Revenue 2022: $15,654,386Expenses 2022: $11,870,943Net Income 2022: $3,783,4432022Revenue 2023: $14,682,153Expenses 2023: $12,446,377Net Income 2023: $2,235,7762023Revenue 2024: $19,644,964Expenses 2024: $16,812,050Net Income 2024: $2,832,9142024

Highlighted filing

2018

Revenue$9,126,021
Expenses$8,506,688
Net Income$619,333
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$15,981,992
Mission and Program Overview

Mission

To provide health benefits to union members.

To provide health benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$13,003,985$11,313,288▼ $1,690,697
Rtn Earn Endowment Incm Other Fnds$10,819,750$11,175,338▲ $355,588
Savings and Temporary Cash Investments$1,151,665$1,477,196▲ $325,531
Accounts Receivable$850,829$1,070,119▲ $219,290
Cash and Non-Interest-Bearing Accounts$590,890$621,702▲ $30,812
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$15,666,517$14,551,130▼ $1,115,387
Other Assets Total$69,148$68,825▼ $323
Liabilities
Other Liabilities$2,898,080$3,212,000▲ $313,920
Accounts Payable and Accrued Expenses$1,948,687$163,792▼ $1,784,895
Total Liabilities$4,846,767$3,375,792▼ $1,470,975
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,819,750$11,175,338▲ $355,588
Total Liabilities and Net Assets / Fund Balance$15,666,517$14,551,130▼ $1,115,387
Compensation and Service Providers

Board Members and Trustees

NameTitle
Cody BrooksManagement Trustee
Jack BellowsManagement Trustee
Paul WhiteManagement Trustee
Brian HoltUnion Turstee
James ElrodUnion Turstee
Tony UrzanquiUnion Turstee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,794,222
Investment Income
$331,799
Other Revenue
$0
Change in Net Assets
$619,333

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,107,938
Revenue Not Reported on Financial Statements
$18,083
Revenue Not Reported on Form 990
$-263,745
Total Revenue per Audited Statements
$8,844,193
Total Revenue per Form 990
$9,126,021
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$298,467
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---$8,208,221
Fees for Services Management---$82,578
Fees for Services Other---$59,161
Occupancy---$25,051
Fees for Services Legal---$23,905
Information Technology---$20,008
Fees for Service Investment Mgmnt Fees---$18,083
Fees for Services Accounting---$17,598
Insurance---$14,270
Conferences and Meetings---$12,655
Office Expenses---$3,096
Other Expenses---$1,152
All Other Expenses---$426
Total Functional Expenses$0$0$0$8,506,688

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,506,688
Total Expenses per Audited Statements$8,174,685
Expenses per Audited Statements$5,276,605
Expenses Not Reported on Financial Statements$3,230,083
Other Expense Adjustments$3,212,000
Expenses Not Reported on Form 990$2,898,080
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Estimated Future Benefits Based on Participants Reserve Hours$1,880,000
Group Medical Insurance Premiums$1,332,000
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The organizations management duties, include accounting functions and payments of medical benefits to various providers are through construction benefits administration, inc.

Form 990, Part VI, Section A, Line 8B

THERE ARE NO COMMITTEES.

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

The copy of form 990 is provided to the trust administrator for review and signature.

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

Trustees required to sign-off a monitor policy, which requires them to reveal any conflicts of interest which may have occurred during the year.

Form 990, Part VI, Section C, Line 18

The form is available at the trust office.

Form 990, Part VI, Section C, Line 19

The documents, policies and financial statements are available at the trust office to the public.

FORM 990, PART VII, SECTION "A"

The organization, which is an erisa employee benefit fund, is governed by an uncompensated board of trustees and has no officers or employees. The day to day management, administration and operation of this trust is provided by a corporation, formed to provide these services to this trust and related benefit funds.

FORM 990, PART VII, SECTION "A"

Trustee compensation information: the board of trustees are uncompensated by the organization. The union trustees listed on part vii, section "a" have previously disclosed their compensation on their respective locals' lm-2 filings with the department of labor.

Filing and Contact Details

Filer

Filer Name
Kern County Electrical Workers
EIN
95-6053542
Phone
6613259471
Address
3805 SILECT AVENUE NO B, BAKERSFIELD, CA 93308

Signing Officer

Name
Jim Elrod
Title
Trustee
Phone
6613259471
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Elrod
Formed
1978
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Eide Bailly Llp
Address
3130 CROW CANYON PL STE 300, SAN RAMON, CA 94583-1386
Preparer
Terri Montgomery
Phone
9254804000
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

Audit committee: the organization does not have a separate audit committee. However, the board of trustees have responsibility for oversight of the audit and the selection of independent auditor.

Financial Statement Notes

PART X, LINE 2:

The trust is exempt from income tax under section 501(c)(9) of the internal revenue code, and under section 23701(i) of the revenue and taxation code of the state of california. The trust has been amended since receiving the determination letter. Trust management and trust's tax counsel believe that the trust is currently designed and being operated in compliance with the applicable requirements of the irc.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Benefit obligations at december 31, 2017 2,898,080.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Benefit obligations at december 31, 2018 3,212,000.

Raw XML AppendixShowing 400 of 415 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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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0GROUP MEDICAL INSURANCE PREMIUMS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ESTIMATED FUTURE BENEFITS BASED ON PARTICIPANTS RESERVE HOURS
IRS990ScheduleD/RevenueNotReportedAmt0-263745
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt018083
IRS990ScheduleD/RevenueSubtotalAmt09107938
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE, AND UNDER SECTION 23701(I) OF THE REVENUE AND TAXATION CODE OF THE STATE OF CALIFORNIA. THE TRUST HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. TRUST MANAGEMENT AND TRUST'S TAX COUNSEL BELIEVE THAT THE TRUST IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1BENEFIT OBLIGATIONS AT DECEMBER 31, 2017 2,898,080.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2BENEFIT OBLIGATIONS AT DECEMBER 31, 2018 3,212,000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt08506688
IRS990ScheduleD/TotalLiabilityAmt03212000
IRS990ScheduleD/TotalRevenuePerForm990Amt09126021
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08844193
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08174685
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATIONS MANAGEMENT DUTIES, INCLUDE ACCOUNTING FUNCTIONS AND PAYMENTS OF MEDICAL BENEFITS TO VARIOUS PROVIDERS ARE THROUGH CONSTRUCTION BENEFITS ADMINISTRATION, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COPY OF FORM 990 IS PROVIDED TO THE TRUST ADMINISTRATOR FOR REVIEW AND SIGNATURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRUSTEES REQUIRED TO SIGN-OFF A MONITOR POLICY, WHICH REQUIRES THEM TO REVEAL ANY CONFLICTS OF INTEREST WHICH MAY HAVE OCCURRED DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM IS AVAILABLE AT THE TRUST OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE TRUST OFFICE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION, WHICH IS AN ERISA EMPLOYEE BENEFIT FUND, IS GOVERNED BY AN UNCOMPENSATED BOARD OF TRUSTEES AND HAS NO OFFICERS OR EMPLOYEES. THE DAY TO DAY MANAGEMENT, ADMINISTRATION AND OPERATION OF THIS TRUST IS PROVIDED BY A CORPORATION, FORMED TO PROVIDE THESE SERVICES TO THIS TRUST AND RELATED BENEFIT FUNDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TRUSTEE COMPENSATION INFORMATION: THE BOARD OF TRUSTEES ARE UNCOMPENSATED BY THE ORGANIZATION. THE UNION TRUSTEES LISTED ON PART VII, SECTION "A" HAVE PREVIOUSLY DISCLOSED THEIR COMPENSATION ON THEIR RESPECTIVE LOCALS' LM-2 FILINGS WITH THE DEPARTMENT OF LABOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8AUDIT COMMITTEE: THE ORGANIZATION DOES NOT HAVE A SEPARATE AUDIT COMMITTEE. HOWEVER, THE BOARD OF TRUSTEES HAVE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VII, SECTION "A"
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VII, SECTION "A"
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0953142450
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0TO PROVIDE ADMINISTRATIVE SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0CONSTRUCTION BENEFIT ADMINISTRATION INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt03805 SILECT AVENUE SUITE B
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0BAKERSFIELD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd093308
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0KERN COUNTY ELECTRICAL WORKERS PENSION TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1KERN COUNTY ELECTRICAL WORKERS JOURNEYMAN & APPRENTICE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0956123049
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1956053541
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0401(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE PENSION BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1TO PROVIDE TRAINING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03805 SILECT AVENUE SUITE B
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt13805 SILECT AVENUE SUITE B
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BAKERSFIELD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1BAKERSFIELD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd093308
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd193308
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0IN A MULTIEMPLOYER PLAN, A CONTRIBUTING EMPLOYER IS CONSIDERED A RELATED ORGANIZATION BECAUSE THEY ARE OBLIGATED TO CONTRIBUTE TO THE PLAN PURSUANT TO THE TERMS IN THE COLLECTIVE BARGAINING OR PARTICIPATION AGREEMENT. THE ADMINISTRATIVE OFFICE ONLY MAINTAINS THE DATA NECESSARY TO FULFILL THE OBLIGATION TO CONTRIBUTE, IT DOES NOT MAINTAIN SPECIFIC BUSINESS DATA REGARDING THE EMPLOYERS, SUCH AS ENTITY TYPE OR TAX INFORMATION.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PARTS II, III, AND IV - IDENTIFICATION OF RELATED TAX ORGANIZATIONS:
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0170142
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0PERCENTAGE, ALLOCATION FORMULA
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CONSTRUCTION BENEFIT ADMINISTRATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt015666517
IRS990/TotalAssetsEOYAmt014551130
IRS990/TotalAssetsGrp/BOYAmt015666517
IRS990/TotalAssetsGrp/EOYAmt014551130
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt08506688
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04846767
IRS990/TotalLiabilitiesEOYAmt03375792
IRS990/TotalLiabilitiesGrp/BOYAmt04846767
IRS990/TotalLiabilitiesGrp/EOYAmt03375792
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010819750
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt011175338
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt08256221
IRS990/TotalProgramServiceRevenueAmt08794222
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0386905
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08739116
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt09126021
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt015666517
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt014551130
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03805 SILECT AVENUE NO B
IRS990/USAddress/CityNm0BAKERSFIELD
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093308
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.WIREMAN.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM ELROD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06613259471
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KERN COUNTY ELECTRICAL WORKERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH AND WELFARE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0KERN
ReturnHeader/Filer/EIN0956053542
ReturnHeader/Filer/PhoneNum06613259471
ReturnHeader/Filer/USAddress/AddressLine1Txt03805 SILECT AVENUE NO B
ReturnHeader/Filer/USAddress/CityNm0BAKERSFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093308
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0122D206D4E0D5F1DC0A22D96E27BE49D93230A9B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F52D36390EBCF6BF15030359CEDEDEC3AB6B140A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.147.181.51
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$30.8$7.66$23.1$19.6$16.8$2.83
2023Detailed filing. Detailed filing data is available for this year.$26.0$6.21$19.8$14.7$12.4$2.24
2022Detailed filing. Detailed filing data is available for this year.$22.3$5.21$17.0$15.7$11.9$3.78
2021Detailed filing. Detailed filing data is available for this year.$20.1$4.66$15.4$11.8$10.4$1.40
2020Detailed filing. Detailed filing data is available for this year.$18.0$4.14$13.8$10.4$9.57$0.84
2019Detailed filing. Detailed filing data is available for this year.$16.3$3.71$12.6$11.0$9.82$1.15
2018Detailed filing. Detailed filing data is available for this year.$14.6$3.38$11.2$9.13$8.51$0.62
2017Detailed filing. Detailed filing data is available for this year.$15.7$4.85$10.8$8.98$8.06$0.92
2016Detailed filing. Detailed filing data is available for this year.$13.5$3.77$9.76$13.8$9.76$4.06
2015Detailed filing. Detailed filing data is available for this year.$8.22$2.57$5.65$8.67$6.67$2.00
2014Detailed filing. Detailed filing data is available for this year.$6.36$2.66$3.70$8.36$6.92$1.44
2013Detailed filing. Detailed filing data is available for this year.$4.82$2.56$2.26$7.30$6.36$0.94
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.21$2.85$1.35$6.63
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.09$2.09$2.00$5.56
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.03$1.92$2.12$5.21