2025-05-30T08:58:56-00:00 2024-08-31 208739519 Edwards and Leathers PC 4500 N Main St Ste C Baytown TX 77521 990 2023-09-01 237259768 IBEW-NECA SOUTHWESTERN HEALTH & BENEFIT FUND IBEW 8005270320 4101 McEWEN SUITE 600 STE 600 DALLAS TX 752445018 Kit Bass Chairman 8005270320 2025-05-30 true Michael R Leathers CPA P01504544 2814281655 2025-05-30 2023 2025-03-06 01:10:19Z X Kit Bass 4040 McEwen Suite STE 600 Dallas TX 75244 137730703 false X X 1973 TX To provide health and welfare benefits to eligible electricians. 12 12 0 0 0 90140767 97646481 620888 2329598 4712944 8250807 95474599 108226886 0 93857884 101168338 64054 67559 0 0 3928992 4029249 97850930 105265146 -2376331 2961740 84636966 96474761 49506356 58382411 35130610 38092350 To provide eligible electricians with health and welfare benefits. false false 82590907 MEDICAL BENEFITS - The objective of this activity for the current period as well as the overall long term goal is to provide medical benefits to the eligible members of the plan and their beneficiaries 16130519 PERSCRIPTION PLAN 2446912 INSURANCE the overall long term is to provide Health coverage to the eligible members of the Plan and their beneficiaries 101168338 false false false false false false false false false false false false false true true true false false false false false false false false false false false false false false false false false false false false false false false false true false false true 0 0 0 false false false false false false false false X 12 12 false false false false true true false true true false false true false false false false false false X Zenith American Solutions 9729801123 4101 McEWEN STE 600 DALLAS TX 752445018 X X Kit Bass MGMT TRUSTEE 002.00 040.00 X X 0 0 0 Dylan Woodard MGMT TRUSTEE 002.00 040.00 X 0 0 0 Brian McFarland MGMT TRUSTEE 002.00 040.00 X 0 0 0 Mike Tallis MGMT TRUSTEE 002.00 040.00 X 0 0 0 David Sanchez MGMT TRUSTEE 002.00 040.00 X 0 0 0 MARK HUSTON MGMT TRUSTEE 002.00 040.00 X 0 0 0 Michael Leonard IBEW TRUSTEE 002.00 040.00 X 0 0 0 David Carranco IBEW TRUSTEE 002.00 040.00 X X 0 0 0 Joshua DeSpain IBEW TRUSTEE 002.00 040.00 X 0 0 0 Anthony Cahill IBEW TRUSTEE 002.00 040.00 X 0 0 0 Alfonso Martinez Jr IBEW TRUSTEE 002.00 040.00 X 0 0 0 Price Warwick III IBEW TRUSTEE 002.00 040.00 X 0 0 0 false false false Employers contributions 80458469 80458469 Participants contributions 4701716 4701716 Reciprocal contributions 12486296 12486296 97646481 1490885 1490885 30342530 29503817 838713 838713 NET APPRECIATION OF INVESTMENTS 8104193 8104193 SOBROGATION INCOME 146614 146614 8250807 108226886 97793095 9595078 0 0 0 101168338 101168338 0 0 0 0 0 67559 67559 2510285 2510285 485809 485809 64804 64804 0 336312 336312 72815 72815 0 388662 388662 2000 2000 0 0 0 0 66314 66314 0 0 0 36115 36115 RECIPROCAL FEES 2480 2480 Misc. 1685 1685 PICORI Fees 61968 61968 0 105265146 101168338 4096808 4782261 5881086 1089724 1055322 9729711 10042991 14090 10333 69021180 79485029 84636966 96474761 1097085 715672 48409271 57666739 49506356 58382411 X 35130610 38092350 35130610 38092350 84636966 96474761 2961740 X false X true X true false Financial derivatives and other financial products Closely-held equity interests Federal income taxes Benefit Obligations 57666739 57666739 107890574 107890574 336312 336312 108226886 95671367 95671367 336312 9257467 9593779 105265146 Form 990, Part VI, Section C, Line 19 The Plan makes their governing documents, conflict of interest policy and financial statements available to the public upon request. Form 990, Part VII, Line 2b The organizations financial statements were audited by the independent accounting firm of Edwards and Leathers, P.C. Form 990, Part VII, Line 2c The Organization has a board of Trustees that assumes responsibility for the oversight of the audit and selection of an independent accountant. false false false false false false false false false false false false false false false false false false false