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Nonprofit · EIN 31-6068797

4TH DISTRICT IBEW HEALTH FUND

Tax-exempt · ONA, WV 25545

Financials

$88.2M$69.8M2022$101.4M$83.8M2023$126.8M$99.9M2024
Revenue Expenses · by fiscal year end
Financials of 4TH DISTRICT IBEW HEALTH FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$126,806,572$99,930,156$26,876,416$147,913,654$3,897,355$144,016,299
September 30, 2024990$101,419,741$83,771,560$17,648,181$118,105,890$3,792,063$114,313,827
September 30, 2023990$88,205,041$69,756,620$18,448,421$92,399,445$4,006,286$88,393,159
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$120,448,219
Investment income
$6,358,353
Net gain from sales of assets
$2,245,424
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$94,200,415
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$103,997
Accounting fees
$112,708

Balance sheet and other

Total assets, start of year
$118,105,890
Total assets, end of year
$147,913,654
Total liabilities, end of year
$3,897,355
Net assets, end of year
$144,016,299
Publicly traded securities
$127,832,903
Gross receipts
$129,128,295
Employees
0
Volunteers
8
Year formed
1961
State of legal domicile
WV

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
BILL HAMILTONCHAIRMAN TRUSTEE
Trustee or director, Officer
1$0
JOHN YOUNGTRUSTEE
Trustee or director
1$0
DOUG GIFFINTRUSTEE
Trustee or director
1$0
JAMES BANETRUSTEE
Trustee or director
1$0
TED BRADYTRUSTEE
Trustee or director
1$0
JOHN FRANTZTRUSTEE
Trustee or director
1$0
MIKE DISHONTRUSTEE
Trustee or director
1$0
MICHAEL HAUGHTTRUSTEE
Trustee or director
1$0
990 for the year ended September 30, 2024: 8 people
NameTitleHours / weekCompensation
BILL HAMILTONCHAIRMAN TRUSTEE
Trustee or director
1$0
CHRIS SAMPLESTRUSTEE
Trustee or director
1$0
SHANE WOLFETRUSTEE
Trustee or director
1$0
JAMES BANETRUSTEE
Trustee or director
1$0
TED BRADYTRUSTEE
Trustee or director
1$0
JOHN FRANTZTRUSTEE
Trustee or director
1$0
MIKE DISHONTRUSTEE
Trustee or director
1$0
MICHAEL HAUGHTTRUSTEE
Trustee or director
1$0
990 for the year ended September 30, 2023: 8 people
NameTitleHours / weekCompensation
BILL HAMILTONCHAIRMAN TRUSTEE
Trustee or director
1$0
CHRIS SAMPLESTRUSTEE
Trustee or director
0$0
DAN SHIREYTRUSTEE
Trustee or director
0$0
JAMES BANETRUSTEE
Trustee or director
0$0
TED BRADYTRUSTEE
Trustee or director
1$0
JOHN FRANTZTRUSTEE
Trustee or director
0$0
MIKE DISHONTRUSTEE
Trustee or director
0$0
SHANE WOLFETRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
9200 US ROUTE 60, ONA, WV 25545-7417
In care of
% NORTHERN TRUST CO TTEE
Principal officer (990 for 2024)
WILLIAM HAMILTON, 9200 US ROUTE 60, ONA, WV 25545
Signed the 990
WILLIAM HAMILTON, CHAIRMAN
Phone
(304) 525-0331
Return prepared by
GRAY GRIFFITH & MAYS AC

Mission

TO PROVIDE HEALTH AND INSURANCE BENEFITS TO MEMBERS BY PAYMENT OF CLAIMS FOR HEALTH, ACCIDENT, SICKNESS, DENTAL AND LIFE INSURANCE FOR MEMBERS AND THEIR DEPENDENTS.

990 for the year ended September 30, 2025

Program accomplishments

  • TO PROVIDE HEALTH AND INSURANCE BENEFITS TO MEMBERS BY PAYMENT OF CLAIMS FOR HEALTH, ACCIDENT, SICKNESS, DENTAL AND LIFE INSURANCE FOR MEMBERS AND THEIR DEPENDENTS.
    Expenses $94,200,415

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
31-6068797
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1967
Accounting year ends
September
Files
Form 990 or 990-EZ
Assets (IRS master file)
$147,913,654
Income (IRS master file)
$129,128,295

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$126,806,572$99,930,156$147,913,654XML
990September 2024$101,419,741$83,771,560$118,105,890XML
990September 2023$88,205,041$69,756,620$92,399,445XML
990September 2022$85,309,236$69,267,574$71,153,074IRS
990September 2021–––IRS
990September 2020–––IRS
990September 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-6068797).

Questions about 4TH DISTRICT IBEW HEALTH FUND

What is the EIN of 4TH DISTRICT IBEW HEALTH FUND?
The employer identification number (EIN) of 4TH DISTRICT IBEW HEALTH FUND is 31-6068797.
Is 4TH DISTRICT IBEW HEALTH FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1967.
Are donations to 4TH DISTRICT IBEW HEALTH FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does 4TH DISTRICT IBEW HEALTH FUND file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of 4TH DISTRICT IBEW HEALTH FUND due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did 4TH DISTRICT IBEW HEALTH FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who is the principal officer of 4TH DISTRICT IBEW HEALTH FUND?
The 990 for the year ended September 30, 2025 names WILLIAM HAMILTON.
Who are the officers and directors of 4TH DISTRICT IBEW HEALTH FUND?
The 990 for the year ended September 30, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does 4TH DISTRICT IBEW HEALTH FUND have?
On its 990 for the year ended September 30, 2025 it reported revenue of $126,806,572, expenses of $99,930,156 and total assets of $147,913,654 at year end.

Other nonprofits in ONA

All nonprofits in ONA · West Virginia · Mutual and membership benefit