2022-09-09T10:07:25-05:00 2021-08-31 720567396 DUPLANTIER HRAPMANN HOGAN & MAHER LLP 1615 POYDRAS STREET SUITE 2100 NEW ORLEANS LA 70112 990 2020-09-01 510135426 UNITED ASSOCIATION OF JOURNEYMEN & APPRENTICES LOCAL 198 EDUCATIONAL PLAN UNIT 2253563333 NEBA 8657 BAYBINE RD BLDG 5 NO JACKSONVILLE FL 32256 JONATHAN WADDELL CHAIRMAN OF THE BOARD OF TRUSTEES 2253563333 2022-09-08 1 JONATHAN WADDELL 999009999 LINDSAY J CALUB CPA P01268022 5045868866 2 AAL1 IAL1 2020 2023-04-26 12:10:37Z JONATHAN WADDELL 5888 AIRLINE HWY BATON ROGUE LA 70805 490341 0 X N/A X 1963 LA THE FUND PROVIDES FOR THE EDUCATION AND APPRENTICESHIP TRAINING FOR ELIGIBLE PARTICIPANTS AS DESCRIPTION OF ORGANIZATION MISSION: SPECIFIED IN THE TRUST AGREEMENT. 12 9 10 0 0 0 0 33831 373575 376633 4341 26918 4870 52959 382786 490341 0 0 0 0 186336 232339 0 0 0 264061 285210 450397 517549 -67611 -27208 500850 369567 257553 173916 243297 195651 THE FUND PROVIDES FOR THE EDUCATION AND APPRENTICESHIP TRAINING FOR ELIGIBLE PARTICIPANTS AS DESCRIPTION OF ORGANIZATION MISSION: SPECIFIED IN THE TRUST AGREEMENT. 0 0 480498 429592 PLUMBING/WELDING/JOURNEYMEN TRAINING TO EDUCATE UNION MEMBERS 480498 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 3 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 9 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 X SCOTT DWELLE 9043455160 8657 BAYPINE ROAD BUILDING 5 - JACKSONVILLE FL 32256 JONATHAN WADDELL CHAIRMAN 1.00 44.00 X 0 79069 0 JOHN SANCHEZ JR TRUSTEE 0.25 X 0 0 0 CHARLES BERNHARD TRUSTEE 0.25 X 0 0 0 KENNETH GUIDRY TRUSTEE 0.25 X 0 0 0 KIM VINCE TRUSTEE 0.25 X 0 0 0 MIKE O'CONNOR TRUSTEE 0.25 X 0 0 0 BARRY IVEY SECRETARY 0.25 X 0 0 0 MICHAEL LEE TRUSTEE 0.25 X 0 0 0 DAVIS JONES TRUSTEE 0.25 X 1500 0 0 KELLY CRAFT TRUSTEE 0.25 X 0 0 0 JOSEPH MARANTO TRUSTEE 1.00 39.00 X 240 70283 0 BILLY FOREMAN TRUSTEE 0.25 X 0 0 0 1740 149352 0 0 0 0 0 0 28831 5000 33831 EMPLOYER CONTRIBUTIONS 900099 185364 185364 UA EDUCATION CONTRIBUT 900099 99683 99683 CPE CLASSES 900009 86726 86726 APPLICATION FEES 900009 4860 4860 376633 2264 2264 7000 0 7000 7000 7000 24654 0 24654 24654 24654 INSURANCE CLAIM 900099 45959 45959 45959 490341 429592 0 26918 1680 1512 168 121757 109581 12176 95052 85547 9505 13850 12465 1385 12600 12600 907 816 91 3456 3110 346 16 16 5953 5953 4745 4745 2714 2714 28227 28227 4679 4679 231 231 32621 32621 24001 24001 REPAIRS AND MAINTENANCE 78058 78058 CONTINUING EDUCATION 38401 38401 TRAINING SUPPLIES 33320 33320 AUTO EXPENSE 7800 7020 780 7481 7481 517549 480498 37051 0 17966 32621 8267 22961 976383 662398 346606 313985 128011 0 500850 369567 752 2736 28600 0 228201 171180 257553 173916 X 243297 195651 243297 195651 500850 369567 -27208 -20438 0 X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 514101 240804 273297 231055 211294 19761 231227 210300 20927 313985 DUE TO AFFILIATES 171180 171180 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 PROGRAMS ARE ADVERTISED THROUGH THE INDUSTRY COVERED BY COLLECTIVE BARGAINING AGREEMENTS SCHEDULE E, PART I, LINE 4 THE NO ANSWERS ARE NOT APPLICABLE FORM 990, PART VI, SECTION A, LINE 8B THERE WERE NO SUBCOMMITTEES DURING THE YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE ADMINISTRATIVE MANAGER, REVIEWS THE RETURN BEFORE HE SIGNS IT. FORM 990, PART VI, SECTION B, LINE 12C ALL GOVERNANCE AND ADMINISTRATIVE MATTERS ARE REVIEWED AND ACTED UPON AT MEETINGS. FUND COUNSEL ADVISES OF CONFLICTS/PROHIBTED TRANSACTION ISSUES. FORM 990, PART VI, SECTION B, LINE 15A THE ADMINISTRATIVE MANAGER'S EMPLOYMENT CONTRACT IS NEGOTIATED. THE PACKAGE IS COMPARED TO THAT PROVIDED MANAGERS EMPLOYED BY PLANS IN THE REGION. FORM 990, PART VI, SECTION C, LINE 19 ONLY UPON REQUEST REASONABLE CAUSE - LATE ELECTRONIC FILING : THE TAX RETURN IS BEING FILED AFTER THE DUE DATE IN REPSONSE TO IRS NOTICE 0973197379 RECIEVED BY THE ORGAINZATION ON 08.29.22. THE TAX RETURN WAS TIMELY PAPER FILED BY THE ORGANIZATION BUT THE IRS NOTICE STATES THAT THE RETURN MUST BE ELECTORNICALLY FILED. THE TAX RETURN WAS ORGINALLY REJECTED FOR EFILING DUE TO THE TAX-EXEMPT STATUS, 501(C)(3), NOT MATCHING THE IRS DATABASE OF 501(C)(5). A LETTER WAS FAXED TO THE IRS CORRESPONDENCE UNIT ON 01/04/22, ALONG WITH THE IRS DETERMINATION LETTER, ASKING TO UPDATE TO 501(C)(3) STATUS. TO SATIFSY THE ELECTRONIC FILING MANDATE WE ARE CHANGING THE TAX-EXEMPT STATUS ON FORM 990, PG. 1, ITEM "I" FROM A 501(C)(3) TO A 501(C)(5) AND TRY TO GET THIS ISSUE RESOLVED BEFORE NEXT YEARS FILING DEADLINE. UA OF JOURNEYMAN & APPRENTICE LOCAL 198 AFL-CIO ANNUITY TRUST FUND NEBA INC8657 BAYPINE BLDG 5 JACKSONVILLE FL 32256 726205444 RETIREMENT PLAN LA 0 UA OF JOURNEYMAN & APPRENTICE LOCAL 198 AFL-CIO HEALTH AND WELFARE FUND NEBA INC8657 BAYPINE BLDG 5 JACKSONVILLE FL 32256 720522454 MEDICAL & LIFE BENEFITS LA 0 UA OF JOURNEYMAN & APPRENTICE LOCAL 198 AFL-CIO PENSION FUND NEBA INC8657 BAYPINE BLDG 5 JACKSONVILLE FL 32256 720522454 RETIREMENT PLAN LA 0 UA OF JOURNEYMAN & APPRENTICE LOCAL 198 5888 AIRLINE HWY BATON ROUGE LA 70805 720278068 UNION HALL LA 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0