Nonprofit · EIN 35-0911491
LAKE COUNTY INDIANA NECA IBEW HEALTH AND BENEFIT TRUST PLAN
Tax-exempt · MERRILLVILLE, IN 46410
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $29,124,744 | $29,667,845 | -$543,101 | $120,424,428 | $323,124 | $120,101,304 |
| December 31, 2023 | 990 | $26,682,981 | $24,482,643 | $2,200,338 | $116,003,789 | $1,529,486 | $114,474,303 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $25,405,468
- Investment income
- $3,719,070
- Net gain from sales of assets
- $643,522
- Other revenue
- $206
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $28,744,571
- Other salaries and wages
- $223,726
- Salaries, compensation and benefits (total)
- $385,093
- Professional fundraising fees
- $0
- Legal fees
- $58,881
- Accounting fees
- $63,697
- Occupancy
- $26,487
- Depreciation
- $1,501
Balance sheet and other
- Total assets, start of year
- $116,003,789
- Total assets, end of year
- $120,424,428
- Total liabilities, end of year
- $323,124
- Net assets, end of year
- $120,101,304
- Land, buildings and equipment
- $4,444
- Publicly traded securities
- $54,128,386
- Gross receipts
- $45,811,071
- Employees
- 47
- Volunteers
- 0
- Year formed
- 1952
- State of legal domicile
- IN
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| FELIPE HERNANDEZ | TRUSTEE Trustee or director | 1 | $0 | $174,926 | $66,084 |
| FRANK MIKOLAJCZYK | TRUSTEE Trustee or director | 1 | $0 | $2,308 | $1,348 |
| ED SHIKANY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TOM CORSIGLIA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RICK ANDERSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM B WALTON JR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ALEC DAVIS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAN WALDROP | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| FELIPE HERNANDEZ | TRUSTEE Trustee or director | 1 | $0 | $156,839 | $65,049 |
| JOREE RICHARDS | TRUSTEE - PAST Trustee or director | 1 | $0 | $31,039 | $17,416 |
| FRANK MIKOLAJCZYK | TRUSTEE - NEW Trustee or director | 1 | $0 | $4,055 | $2,132 |
| ED SHIKANY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TOM CORSIGLIA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RICK ANDERSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM B WALTON JR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ALEC DAVIS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAN WALDROP | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 7200 MISSISSIPPI ST STE 300, MERRILLVILLE, IN 46410-3993
- Principal officer (990 for 2024)
- FELIPE HERNANDEZ, 7200 MISSISSIPPI STREET 300, MERRILLVILLE, IN 46410
- Signed the 990
- FELIPE HERNANDEZ, TRUSTEE
- Phone
- (219) 845-4433
- Return prepared by
- LEGACY PROFESSIONALS LLP
Mission
PROVIDE HEALTH BENEFITS
Program accomplishments
- TO PROVIDE HEALTH AND WELFARE BENEFITS AND LIFE INSURANCE TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS IN ACCORDANCE WITH PLAN PROVISIONS.
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 35-0911491
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1959
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $120,424,428
- Income (IRS master file)
- $45,811,071
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $29,124,744 | $29,667,845 | $120,424,428 | XML |
| 990 | December 2023 | $26,682,981 | $24,482,643 | $116,003,789 | XML |
| 990 | December 2022 | $19,140,849 | $20,684,176 | $104,442,539 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 35-0911491).
Questions about LAKE COUNTY INDIANA NECA IBEW HEALTH AND BENEFIT TRUST PLAN
- What is the EIN of LAKE COUNTY INDIANA NECA IBEW HEALTH AND BENEFIT TRUST PLAN?
- The employer identification number (EIN) of LAKE COUNTY INDIANA NECA IBEW HEALTH AND BENEFIT TRUST PLAN is 35-0911491.
- Is LAKE COUNTY INDIANA NECA IBEW HEALTH AND BENEFIT TRUST PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1959.
- Are donations to LAKE COUNTY INDIANA NECA IBEW HEALTH AND BENEFIT TRUST PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does LAKE COUNTY INDIANA NECA IBEW HEALTH AND BENEFIT TRUST PLAN 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 LAKE COUNTY INDIANA NECA IBEW HEALTH AND BENEFIT TRUST PLAN due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LAKE COUNTY INDIANA NECA IBEW HEALTH AND BENEFIT TRUST PLAN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of LAKE COUNTY INDIANA NECA IBEW HEALTH AND BENEFIT TRUST PLAN?
- The 990 for the year ended December 31, 2024 names FELIPE HERNANDEZ.
- Who are the officers and directors of LAKE COUNTY INDIANA NECA IBEW HEALTH AND BENEFIT TRUST PLAN?
- The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does LAKE COUNTY INDIANA NECA IBEW HEALTH AND BENEFIT TRUST PLAN have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $29,124,744, expenses of $29,667,845 and total assets of $120,424,428 at year end.
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- LEGACY FOUNDATION INC EIN 35-1872803 · last filed 990 for 2024
- DEAN & BARBARA WHITE FAMILY FOUNDATION INC EIN 35-2015808 · last filed 990-PF for 2024
- FOOD BANK OF NORTHWEST INDIANA INC EIN 35-1528285 · last filed 990 for 2024
- TRADEWINDS SERVICES INC EIN 35-1139485 · last filed 990 for 2025
- LAKE COUNTY PUBLIC LIBRARY EIN 35-6006653 · last filed 990 for 2024