I U O E Local 406 Welfare Fund
- Assets
- $0.0
- Revenue
- -$35.0k
- Investments
- $0.0
- Employees
- 0
- Location
- Baton Rouge, LA
- Founding
- 03/2007
- Data as of
- 12/2022
- EIN
- 30-0285271
Organization Overview
I U O E Local 406 Welfare Fund is located in Baton Rouge, LA. The organization was established in 2007. According to its NTEE Classification (Y43) the organization is classified as: Voluntary Employees Beneficiary Associations (Non-Government), under the broad grouping of Mutual & Membership Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. I U O E Local 406 Welfare Fund is a 501(c)(9) and as such, is described as a "Voluntary Employees Beneficiary Association" by the IRS.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE HEALTH (MEDICAL/RX) AND WELFARE (LIFE/AD&D) BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS AND TO PROVIDE FOR EDUCATION OR TRAINING BENEFITS OR COURSES (SUCH AS APPRENTICE AND TRAINING PROGRAMS).
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE PLAN PROVIDED HEALTH (MEDICAL/RX) AND WELFARE (LIFE/AD&D) BENEFITS FOR ELIGIBLE PARTICANTS THROUGH PARTICIPATION IN THE SOUTHERN OPERATORS HEALTH FUND.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Robert S Boh Chairman | Trustee | 0 | $0 |
Carlos Benoit Trustee | Trustee | 0 | $0 |
D Jason Billings Vice Chairman | Trustee | 0 | $0 |
Mike Morain Trustee | Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Investment income | $9,431 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | -$44,495 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | -$35,006 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $1,134,409 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $29,529 |
| Fees for services: Legal | $8,467 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $3,625 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $477 |
| Information technology | $1,627 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $1,064 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $19 |
| Insurance | $8,347 |
| All other expenses | $0 |
| Total functional expenses | $1,187,564 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $0 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $0 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Usaa Employee Benefit Association Medical Acctive Lives Trust San Antonio, TX | $1,542,084 | $18,530,439 |
Plumbers Welfare Fund-68 Houston, TX | $14,578,428 | $15,954,972 |
Plumbers And Steamfitters Local 100 Health And Welfare Fund Richardson, TX | $0 | $13,849,228 |
American Airlines Inc Long Term Disability Plan DFW Airport, TX | $247,759,268 | $32,968,121 |
Texas Gas Employee Welfare Benefits Trust Houston, TX | $92,852,122 | $13,807,932 |
Ti Employees Health Benefit Trust No 6 Dallas, TX | $0 | $9,656 |
Texas Iron Workers Health Benefit Fund Houston, TX | $19,200,202 | $12,103,442 |
Escondido Club Inc Horseshoe Bay, TX | $28,611,173 | $12,297,410 |
Greyhound Lines Inc Welfare Benefits Tr For Represented Emp Dallas, TX | $4,440,844 | $11,818,335 |
Leadingage Texas Health Plan Austin, TX | $1,475,956 | $10,041,323 |
Ti Employees Health Benefits Trust No 7 Dallas, TX | $0 | $31,671 |
Melwood Hc Fringe Benefit Tr Dallas, TX | $861,484 | $11,058,504 |