Nonprofit · EIN 31-6084151
IBEW 82 HEALTH AND WELFARE FUND
Tax-exempt · ONA, WV 25545
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $23,028,630 | $19,298,744 | $3,729,886 | $41,276,135 | $448,439 | $40,827,696 |
| June 30, 2024 | 990 | $19,084,498 | $17,354,050 | $1,730,448 | $36,581,496 | $235,743 | $36,345,753 |
| June 30, 2023 | 990 | $17,228,827 | $14,600,037 | $2,628,790 | $33,174,101 | $135,861 | $33,038,240 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $20,251,265
- Investment income
- $2,777,365
- Net gain from sales of assets
- $1,707,472
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $17,687,248
- Compensation of officers, directors and key employees
- $2,482
- Salaries, compensation and benefits (total)
- $2,482
- Professional fundraising fees
- $0
- Legal fees
- $62,044
- Accounting fees
- $30,280
Balance sheet and other
- Total assets, start of year
- $36,581,496
- Total assets, end of year
- $41,276,135
- Total liabilities, end of year
- $448,439
- Net assets, end of year
- $40,827,696
- Publicly traded securities
- $35,030,554
- Gross unrelated business income
- $2,777,365
- Gross receipts
- $45,389,116
- Employees
- 0
- Volunteers
- 12
- Year formed
- 1967
- State of legal domicile
- OH
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEYBANK | INSTITUTIONAL TRUSTEE Institutional trustee | 1 | $2,482 |
| MARK POEPPELMEIER | CHAIRMAN Trustee or director | 2 | $0 |
| JACK LOHBECK | SECRETARY Trustee or director | 2 | $0 |
| JAMES A FORTKAMP | TRUSTEE Trustee or director | 2 | $0 |
| JEFF MCGUFFEY | TRUSTEE Trustee or director | 2 | $0 |
| JEROME WELLING | TRUSTEE Trustee or director | 2 | $0 |
| SHANNON MAYENSCHEIN | TRUSTEE Trustee or director | 2 | $0 |
| CARTER HARRISON | TRUSTEE Trustee or director | 2 | $0 |
| WARREN CRAPORT | TRUSTEE Trustee or director | 2 | $0 |
| JEFFREY SERRER | ALT. TRUSTEE Trustee or director | 2 | $0 |
| JUSTIN WELLING | ALT. TRUSTEE Trustee or director | 2 | $0 |
| ANDREW HUDSON | ALT. TRUSTEE Trustee or director | 2 | $0 |
| TOM ANDERSON | ALT. TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEYBANK | INSTITUTIONAL TRUSTEE Institutional trustee | 1 | $5,933 |
| MARK POEPPELMEIER | CHAIRMAN Trustee or director | 2 | $0 |
| JACK LOHBECK | SECRETARY Trustee or director | 2 | $0 |
| JAMES A FORTKAMP | TRUSTEE Trustee or director | 2 | $0 |
| JEFF MCGUFFEY | TRUSTEE Trustee or director | 2 | $0 |
| JEROME WELLING | TRUSTEE Trustee or director | 2 | $0 |
| SHANNON MAYENSCHEIN | TRUSTEE Trustee or director | 2 | $0 |
| CARTER HARRISON | TRUSTEE Trustee or director | 2 | $0 |
| WARREN CRAPORT | TRUSTEE Trustee or director | 2 | $0 |
| JEFFREY SERRER | ALT. TRUSTEE Trustee or director | 2 | $0 |
| JUSTIN WELLING | ALT. TRUSTEE Trustee or director | 2 | $0 |
| ANDREW HUDSON | ALT. TRUSTEE Trustee or director | 2 | $0 |
| TOM ANDERSON | ALT. TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KeyBank | Institutional Trustee Institutional trustee | 1 | $22,410 |
| James A Fortkamp | Trustee Trustee or director | 2 | $0 |
| Jack Lohbeck | Secretary Trustee or director | 2 | $0 |
| Jeffrey Serrer | Alt. Trustee Trustee or director | 2 | $0 |
| Mark Poeppelmeier | Chairman Trustee or director | 2 | $0 |
| Jeff McGuffey | Trustee Trustee or director | 2 | $0 |
| Greg Gust | Trustee Trustee or director | 2 | $0 |
| Jerome Welling | Trustee Trustee or director | 2 | $0 |
| Carter Harrison | Trustee Trustee or director | 2 | $0 |
| Warren Craport | Trustee Trustee or director | 2 | $0 |
| Justin Welling | Alt. Trustee Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 9200 US ROUTE 60, ONA, WV 25545-7417
- In care of
- % AMERICAN BENEFITS CORP
- Principal officer (990 for 2024)
- JESSICA MORRISON, 3150 US ROUTE 60, ONA, WV 25545
- Signed the 990
- JESSICA MORRISON, PLAN ADMINISTRATOR
- Phone
- (800) 778-6118
- Return prepared by
- CLARK SCHAEFER HACKETT & CO
Mission
TO PROVIDE HEALTH, PRESCRIPTION AND DEATH BENEFITS TO COVERED MEMBERS, RETIREES AND DEPENDENTS.
Program accomplishments
- PROVIDED SELF FUNDED HEALTH INSURANCE BENEFITS, AS WELL AS FULLY INSURED LIFE AND DISABILITY BENEFITS AND SUPPLEMENTAL MEDICARE COVERAGE TO ELIGIBLE PARTICIPANTS, DEPENDENTS, AND RETIREES OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 82.
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 31-6084151
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1968
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $41,276,135
- Income (IRS master file)
- $45,389,116
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $23,028,630 | $19,298,744 | $41,276,135 | IRS |
| 990 | June 2024 | $19,084,498 | $17,354,050 | $36,581,496 | IRS |
| 990 | June 2023 | $17,228,827 | $14,600,037 | $33,174,101 | XML |
| 990 | June 2022 | $15,436,874 | $12,032,757 | $29,138,971 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 31-6084151).
Questions about IBEW 82 HEALTH AND WELFARE FUND
- What is the EIN of IBEW 82 HEALTH AND WELFARE FUND?
- The employer identification number (EIN) of IBEW 82 HEALTH AND WELFARE FUND is 31-6084151.
- Is IBEW 82 HEALTH AND WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1968.
- Are donations to IBEW 82 HEALTH AND WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does IBEW 82 HEALTH AND WELFARE 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 IBEW 82 HEALTH AND WELFARE FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did IBEW 82 HEALTH AND WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of IBEW 82 HEALTH AND WELFARE FUND?
- The 990 for the year ended June 30, 2025 names JESSICA MORRISON.
- Who are the officers and directors of IBEW 82 HEALTH AND WELFARE FUND?
- The 990 for the year ended June 30, 2025 lists 13 people; 1 received compensation from the organization, the highest $2,482 (KEYBANK, INSTITUTIONAL TRUSTEE).
- How much revenue does IBEW 82 HEALTH AND WELFARE FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $23,028,630, expenses of $19,298,744 and total assets of $41,276,135 at year end.
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