Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 10-01-2013 , 2013, and ending 09-30-2014
BCheck if applicable:
CName of organization
4TH DISTRICT IBEW HEALTH FUND
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
3150 US ROUTE 60
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ONA, WV25545
D Employer identification number

31-6068797
E Telephone number

G Gross receipts $ 61,149,736
F Name and address of principal officer:
WILLIAM HAMILTON
3150 US ROUTE 60
ONA,WV25545
I
Tax-exempt status: ( 9 ) LeftBullet (insert no.) or
J
Website:MediumBullet
N/A
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1961
M State of legal domicile: WV
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: 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.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 8
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 8
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 0
6 Total number of volunteers (estimate if necessary) ............. 6 0
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 0
9 Program service revenue (Part VIII, line 2g) ......... 43,466,906 49,870,271
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 1,882,377 2,553,944
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 45,349,283 52,424,215
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 41,957,405 43,709,031
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 0 0
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 3,429,751 3,562,022
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 45,387,156 47,271,053
19 Revenue less expenses. Subtract line 18 from line 12....... -37,873 5,153,162
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 58,954,076 70,602,957
21 Total liabilities (Part X, line 26)............. 1,672,892 7,095,038
22 Net assets or fund balances. Subtract line 21 from line 20..... 57,281,184 63,507,919
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s 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.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 43,709,031 including grants of $   ) (Revenue $   )
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.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet43,709,031
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A........................
1
 
No
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II........
4
 
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
 
No
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions)....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II...
21
 
No
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J.......................
23
 
No
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........
25a
 
 
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
 
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II....................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
0
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
0
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
 
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
 
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
8
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
8
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
 
No
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletAMERICAN BENEFIT CORPORATION3150 US ROUTE 60ONAWV25545 (304) 525-0331
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) DANA JOE SAMPLES........................................................................
EMPLOYEE TRUSTEE
 0.00
.......................   		X           0 0 0
(2) WILLIAM HAMILTON........................................................................
EMPLOYEE TRUSTEE/CHAIRMAN
 0.00
.......................   		X           0 0 0
(3) JIM GILLETTE........................................................................
EMPLOYEE TRUSTEE
 0.00
.......................   		X           0 0 0
(4) TROY FERRELL........................................................................
EMPLOYEE TRUSTEE
 0.00
.......................   		X           0 0 0
(5) STEVEN ALLRED........................................................................
EMPLOYER TRUSTEE
 0.00
.......................   		X           0 0 0
(6) TED BRADY........................................................................
EMPLOYER TRUSTEE/SECRETARY-TREASURER
 0.00
.......................   		X           0 0 0
(7) JOHN FRANTZ........................................................................
EMPLOYER TRUSTEE
 0.00
.......................   		X           0 0 0
(8) CURTIS MICHAEL EVANS........................................................................
EMPLOYER TRUSTEE
 0.00
.......................   		X           0 0 0
(9) JOHN GINGELL........................................................................
ACTUARY
 0.00
.......................   		X           0 0 0
(10) FRANCOISE PRICE........................................................................
ACTUARY
 0.00
.......................   		X           0 0 0
(11) MICHAEL LEDBETTER........................................................................
ATTORNEY
 0.00
.......................   		X           0 0 0












Form 990 (2013)
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;


























1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 0 0 0
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet0
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
 
No
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		 
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet  
Program Service RevenueAmt Business Code
2a EMPLOYER CONTRIBUTIONS 525100 41,667,877 41,667,877    
b PARTICIPANT DIRECT PMTS 525100 7,387,033 7,387,033    
c MEDICARE PART D SUBSIDIES 525100 815,361 815,361    
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 49,870,271
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 1,350,079     1,350,079
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 9,929,386  
b Less: cost or other basis and sales expenses 8,725,521  
c Gain or (loss) 1,203,865  
d Net gain or (loss)..........MediumBullet 1,203,865 1,203,865    
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See Instructions......MediumBullet 52,424,215 51,074,136 0 1,350,079
Form 990 (2013)
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21    
2 Grants and other assistance to individuals in the United States. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members 43,709,031 43,709,031
5 Compensation of current officers, directors, trustees, and key employees ....        
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages        
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....        
9 Other employee benefits .......        
10 Payroll taxes ...........        
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 69,394   69,394  
c Accounting ........... 26,330   26,330  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 254,530   254,530  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........        
12 Advertising and promotion ....        
13 Office expenses .......        
14 Information technology ......        
15 Royalties ..        
16 Occupancy ...........        
17 Travel ............        
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 24,649   24,649  
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .....        
23 Insurance ..............        
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a ADMINISTRATION FEES 1,280,133   1,280,133  
b CLAIMS PAYING SERVICE 1,244,761   1,244,761  
c PRE-CERTIFICATIONS/CASE 211,991   211,991  
d ACTUARIAL AND CONSULTIN 144,954   144,954  
e All other expenses 305,280   305,280  
25 Total functional expenses. Add lines 1 through 24e 47,271,053 43,709,031 3,562,022 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 493,475 1 898,745
2 Savings and temporary cash investments .........   2  
3 Pledges and grants receivable, net ...........   3  
4 Accounts receivable, net ............. 4,397,744 4 4,552,990
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges ..........   9  
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a  
b Less: accumulated depreciation ..... 10b     10c  
11 Investments—publicly traded securities .......... 54,062,857 11 65,151,222
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ...........   15  
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 58,954,076 16 70,602,957
Liabilities 17 Accounts payable and accrued expenses ......... 1,445,190 17 6,895,954
18 Grants payable .................   18  
19 Deferred revenue ................ 227,702 19 199,084
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................   25  
26 Total liabilities. Add lines 17 through 25......... 1,672,892 26 7,095,038
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..............   27  
28 Temporarily restricted net assets ...........   28  
29 Permanently restricted net assets ...........   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........ 0 30 0
31 Paid-in or capital surplus, or land, building or equipment fund ..... 0 31 0
32 Retained earnings, endowment, accumulated income, or other funds 57,281,184 32 63,507,919
33 Total net assets or fund balances ........... 57,281,184 33 63,507,919
34 Total liabilities and net assets/fund balances ........ 58,954,076 34 70,602,957
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
52,424,215
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
47,271,053
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
5,153,162
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
57,281,184
5
Net unrealized gains (losses) on investments ...............
5
1,073,573
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
63,507,919
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
 
No
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
4TH DISTRICT IBEW HEALTH FUND
 
Employer identification number

31-6068797
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ........          
c Net investment earnings, gains, and losses          
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................        
c Leasehold improvements ............        
d Equipment ................        
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 0
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet  
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 53,243,258
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 1,073,573
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e 1,073,573
3 Subtract line 2e from line 1..................... 3 52,169,685
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 254,530
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c 254,530
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 52,424,215
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 47,016,523
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e 0
3 Subtract line 2e from line 1..................... 3 47,016,523
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 254,530
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c 254,530
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 47,271,053
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D (Form 990) 2013

Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
4TH DISTRICT IBEW HEALTH FUND
 
Employer identification number

31-6068797
Return Reference Explanation
FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES' CHAIRMAN AND SECRETARY BEFORE THEY SIGN AND FILE THE 990 FORM.
FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES ATTEND MEETING ON FIDUCIARY RESPONSIBILITIES. THE BOARD OF TRUSTEES FUNCTIONS AS A WHOLE; NO INDIVIDUAL TRUSTEE CAN ACT ALONE.
FORM 990, PART VI, SECTION C, LINE 19 THE FUND MAKES AVAILABLE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINAICIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
4TH DISTRICT IBEW HEALTH FUND
 
Employer identification number

31-6068797
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) ABBOTT ELEC INC LU 0306

1935 ALLEN AVENUE SE
CANTON,OH44707
 EMPLOYER CONTRIBUTIONS OH  
          No
(2) ABS ELECTRIC 968

790 MOORE RD
RIPLEY,WV25271
 EMPLOYER CONTRIBUTIONS WV  
          No
(3) ACPI SYSTEMS (LU 0032)

PO BOX 368
ROSS,OH45061
 EMPLOYER CONTRIBUTIONS OH  
          No
(4) ACTION ELEC LU 0466

409 KIDDVILLE RD
WINCHESTER,KY40391
 EMPLOYER CONTRIBUTIONS KY  
          No
(5) ADVANCED ELECTRIC COMPANY 0306

PO BOX 6104
AKRON,OH44312
 EMPLOYER CONTRIBUTIONS OH  
          No
(6) ADVANCED PROJECT CONTRO LU 317

20103 ONE PLAZA DR
PONCHATOULA,LA70454
 EMPLOYER CONTRIBUTIONS LA  
          No
(7) AKRON AREA ELECT JACT LU 0306

2650 S MAIN STREET SUITE 100
AKRON,OH44319
 EMPLOYER CONTRIBUTIONS OH  
          No
(8) ALDRIDGE ELECT INC LU 0317

844 EAST ROCKLAND ROAD
LIBERTVILLE,IL60048
 EMPLOYER CONTRIBUTIONS IL  
          No
(9) ALPINE ELECTRIC CORP (596)

PO BOX 1065
TRAVERSE CITY,MI49685
 EMPLOYER CONTRIBUTIONS MI  
          No
(10) AMPS ELECT LLC LU 0306

2026 SHARON COPLEY RD
MEDINA,OH44256
 EMPLOYER CONTRIBUTIONS OH  
          No
(11) APPLIED CONTROL TECH LU 0972

5005 N STATE LINE AVE
TEXARKANA,TX75503
 EMPLOYER CONTRIBUTIONS TX  
          No
(12) ASPLUNDH TREE EXPERT CO 0700

BLAIR MILL ROAD
WILLOW GROVE,PA19090
 EMPLOYER CONTRIBUTIONS PA  
          No
(13) ATLAS INDUS HOLDINGS LU 0032

5275 SINCLAIR ROAD
COLUMBUS,OH43229
 EMPLOYER CONTRIBUTIONS OH  
          No
(14) AUTOMATED CONTROLS (ACPI) 1105

P O BOX 368
ROSS,OH45061
 EMPLOYER CONTRIBUTIONS OH  
          No
(15) AXIS ELEC LU 0972

9935 STATE ROUTE 821
LOWER SALEM,OH45745
 EMPLOYER CONTRIBUTIONS OH  
          No
(16) B ARMSTRONG ELEC LU 0968

70 61ST ST
VIENNA,WV26105
 EMPLOYER CONTRIBUTIONS WV  
          No
(17) B ARMSTRONG ELEC LU 0972

70 61ST STREET
VIENNA,WV26105
 EMPLOYER CONTRIBUTIONS WV  
          No
(18) BANTA ELEC (LU 0317)

5701 STATE RT 128
CLEVES,OH45002
 EMPLOYER CONTRIBUTIONS OH  
          No
(19) BAYLISS & RAMEY INC LU 0317

PO BOX D
FRAZIERS BOTTOM,WV25082
 EMPLOYER CONTRIBUTIONS WV  
          No
(20) BECDEL CONTROLS (LU 0306)

6995 WILLOW ST
HUBBARD,OH44425
 EMPLOYER CONTRIBUTIONS OH  
          No
(21) BEST ELECTRIC LU 466

838 LARCHMONT DR
CHARLESTON,WV25387
 EMPLOYER CONTRIBUTIONS WV  
          No
(22) BLANKS ELECT INC LU 0306

25 S VAN BUREN AVENUE
BARBERTON,OH44203
 EMPLOYER CONTRIBUTIONS OH  
          No
(23) BRYAN ELECTRIC INC LU 0972

46139 NATIONAL RD
ST CLAIRSVILLE,OH43950
 EMPLOYER CONTRIBUTIONS OH  
          No
(24) BURDETTE ELECTRIC INC 0466

6444 SISSONVILLE DR
SISSONVILLE,WV25320
 EMPLOYER CONTRIBUTIONS WV  
          No
(25) C & J ELECTRIC LU 0032

9195 ST RT 119
ANNA,OH45302
 EMPLOYER CONTRIBUTIONS OH  
          No
(26) CANTON ELECTRIC (INTO LU 0306)

33 FITCH BOULEVARD
AUSTINTOWN,OH44515
 EMPLOYER CONTRIBUTIONS OH  
          No
(27) CAROL ELECTRIC INC 0141

PO BOX 123
SHADYSIDE,OH43947
 EMPLOYER CONTRIBUTIONS OH  
          No
(28) CARVER'S ELECTRIC PLUMBI 0972

214 BROUGHTON AVE
MARIETTA,OH45750
 EMPLOYER CONTRIBUTIONS OH  
          No
(29) CASEY ELECT CONTR LU 0306

478 17TH STREET
BARBERTON,OH44203
 EMPLOYER CONTRIBUTIONS OH  
          No
(30) CASTLE ELECTRIC CO 575

PO BOX 1451
DAYTON,OH45401
 EMPLOYER CONTRIBUTIONS OH  
          No
(31) CATTRELL COMP INC LU 0141

P O BOX 367
TORONTO,OH43964
 EMPLOYER CONTRIBUTIONS OH  
          No
(32) CENTRAL TEXAS H & W PLAN

PO BOX 860007
PLANO,TX75086
 EMPLOYER CONTRIBUTIONS TX  
          No
(33) CHARLESTON ELEC JATC 0466

810 INDIANA AVE
CHARLESTON,WV25302
 EMPLOYER CONTRIBUTIONS WV  
          No
(34) CHERNE CONTR LU 0032

PO BOX 975
MINNEAPOLIS,MN55440
 EMPLOYER CONTRIBUTIONS MN  
          No
(35) CHEWNING & WILMER LU 596

2508 MECHANICSVILLE TURNPIKE
RICHMOND,VA23223
 EMPLOYER CONTRIBUTIONS VA  
          No
(36) CITY ELECT CO LU 0596

1219 PENNSYLVANIA AVENUE
CHARLESTON,WV25302
 EMPLOYER CONTRIBUTIONS WV  
          No
(37) CITY ELECTRIC COMPANY 0466

1219 PENNSYLVANIA AVENUE
CHARLESTON,WV25302
 EMPLOYER CONTRIBUTIONS WV  
          No
(38) CLARKSBURG JATC (596)

PO BOX 341
CLARKSBURG,WV26302
 EMPLOYER CONTRIBUTIONS WV  
          No
(39) CORNERSTONE ELECTRIC LLC 0968

1956 LENS CREEK RD
HERNSHAW,WV25107
 EMPLOYER CONTRIBUTIONS WV  
          No
(40) CORNERSTONE ELECTRIC LU 0466

1956 LENS CREEK RD
HERNSHAW,WV25107
 EMPLOYER CONTRIBUTIONS WV  
          No
(41) DAGOSTINO ELECTRONIC SER 596

600 MIFFLIN ROAD
PITTSBURGH,PA15207
 EMPLOYER CONTRIBUTIONS PA  
          No
(42) DAKATOS & WESTER (INTO 317)

PO BOX 1951
FARNO,ND58107
 EMPLOYER CONTRIBUTIONS ND  
          No
(43) DAVIS PICKERING & CO INC 0972

165 ENTERPRISE DRIVE
MARIETTA,OH45750
 EMPLOYER CONTRIBUTIONS OH  
          No
(44) DAVIS PICKERING (LU 0596)

165 ENTERPRISE DR
MARIETTA,OH45750
 EMPLOYER CONTRIBUTIONS OH  
          No
(45) DAVISON ELECTRIC LU 972

305 N 1ST STREET
MARTINS FERRY,OH43935
 EMPLOYER CONTRIBUTIONS OH  
          No
(46) DAY & ZIMMERMAN NPS 0575

1827 FREEDOM ROAD SUITE 101
LANCASTER,PA17601
 EMPLOYER CONTRIBUTIONS PA  
          No
(47) DIES ELEC (LU 0306)

643 E TALLMADGE AVENUE
AKRON,OH44310
 EMPLOYER CONTRIBUTIONS OH  
          No
(48) DIXON ELECTRICAL LU 0317

3352 NORWOOD RD
HUNTINGTON,WV25705
 EMPLOYER CONTRIBUTIONS WV  
          No
(49) DOUGLAS ELECTRIC INC 0306

3746 PROSPECT ST
MOGADORE,OH44260
 EMPLOYER CONTRIBUTIONS OH  
          No
(50) DUTTON ELECTRIC INC 0306

2627 N GRAHAM CIRCLE
AKRON,OH44312
 EMPLOYER CONTRIBUTIONS OH  
          No
(51) EINHEIT ELECTRIC CONSTRUC 0306

239 BROOKPARK ROAD
CLEVELAND,OH44109
 EMPLOYER CONTRIBUTIONS OH  
          No
(52) ELECL WKRS H & W TR INTO 0306

IBEW LOCAL 234
SAN JOSE,CA95150
 EMPLOYER CONTRIBUTIONS CA  
          No
(53) ELECTRICAL CERTIFICATION 972

PO BOX 53368
CINCINNATI,OH45253
 EMPLOYER CONTRIBUTIONS OH  
          No
(54) ELLIS PJ ELECTRIC 306

1219 BROKPARK ROAD
PARMA,OH44109
 EMPLOYER CONTRIBUTIONS OH  
          No
(55) EMERY ELECTRIC INC LU 0306

2080 CASE PARKWAY SOUTH
TWINSBURG,OH44087
 EMPLOYER CONTRIBUTIONS OH  
          No
(56) ENERFAB ELEC IN 0596

4955 SPRING GROVE AVENUE
CINCINNATI,OH45232
 EMPLOYER CONTRIBUTIONS OH  
          No
(57) ENERFAB ELEC LU 0141

4955 SPRING GROVE AVE
CINCINNATI,OH45232
 EMPLOYER CONTRIBUTIONS OH  
          No
(58) ENERFAB ELEC LU 0317

4955 SPRING GROVE AVENUE
CINCINNATI,OH45232
 EMPLOYER CONTRIBUTIONS OH  
          No
(59) ENERFAB ELEC LU 0466

4955 SPRING GROVE AVENUE
CINCINNATI,OH45232
 EMPLOYER CONTRIBUTIONS OH  
          No
(60) ENERFAB ELEC LU 0972

4955 SPRING GROVE AVENUE
CINCINNATI,OH45232
 EMPLOYER CONTRIBUTIONS OH  
          No
(61) ENERFAB POWER & INDUST 968

4955 SPRING GROVE AVE
CINCINNATI,OH45232
 EMPLOYER CONTRIBUTIONS OH  
          No
(62) ERB ELEC LU 0141

500 HALL ST STE 1
BRIDGEPORT,OH43912
 EMPLOYER CONTRIBUTIONS OH  
          No
(63) EVETS ELECTRIC INC 0141

977 TIBBETTS WICK RD
GIRARD,OH44420
 EMPLOYER CONTRIBUTIONS OH  
          No
(64) EVETS ELEC LU 0596

977 TIBBETTS WICK ROAD
GIRARD,OH44420
 EMPLOYER CONTRIBUTIONS OH  
          No
(65) EZ ELECTRIC INC LU 0317

4812 W PEA RIDGE ROAD
HUNTINGTON,WV25705
 EMPLOYER CONTRIBUTIONS WV  
          No
(66) FK EVEREST INC LU 0596

140 BUSINESS PARK DR
FAIRMONT,WV26554
 EMPLOYER CONTRIBUTIONS WV  
          No
(67) FACILITY SUPPORT SVS LU 0596

431 BUTLER ST
PITTSBURGH,PA15223
 EMPLOYER CONTRIBUTIONS PA  
          No
(68) FINE-LINE COMMUNICATIONS 0306

2305 EAST AURORA RD SUITE A 10
TWINSBURG,OH44087
 EMPLOYER CONTRIBUTIONS OH  
          No
(69) FORCE ELECTRIC INC LU 0972

PO BOX 79
WATERTOWN,OH45787
 EMPLOYER CONTRIBUTIONS OH  
          No
(70) GATEWAY ELECTRIC INC LU 0306

4450 JOHNSTON PKWY
CLEVELAND,OH44128
 EMPLOYER CONTRIBUTIONS OH  
          No
(71) GEM INC (LU 0032)

PO BOX 716
TOLEDO,OH43695
 EMPLOYER CONTRIBUTIONS OH  
          No
(72) GILL-SIMPSON LU 0596

PO BOX 859
HOPWOOD,PA15445
 EMPLOYER CONTRIBUTIONS PA  
          No
(73) GREEN ELECTRICAL CONTR (0968)

213 SLATE CAMP RUN RD
ELIZABETH,WV26143
 EMPLOYER CONTRIBUTIONS WV  
          No
(74) GULU ELECTRIC LU 0306

1295 CRESCENT
YOUNGSTOWN,OH44501
 EMPLOYER CONTRIBUTIONS OH  
          No
(75) H & H ELECTRIC CORP (596)

PO BOX 2586
FAIRMONT,WV26555
 EMPLOYER CONTRIBUTIONS WV  
          No
(76) HARRINGTON ELEC LU 0306

3800 PERKINS AVE
CLEVELAND,OH44114
 EMPLOYER CONTRIBUTIONS OH  
          No
(77) HARRISON RURAL ELECT LU 0596

RR 6 BOX 502
CLARKSBURG,WV26301
 EMPLOYER CONTRIBUTIONS WV  
          No
(78) HATZEL & BUEHLER INC LU 0317

P O BOX 848
CIRCLEVILLE,OH43113
 EMPLOYER CONTRIBUTIONS OH  
          No
(79) HAYWOOD ELECTRIC X 0306

807 MESA VERDE DRIVE
BARBERTON,OH44203
 EMPLOYER CONTRIBUTIONS OH  
          No
(80) HIGH VOLTAGE MAINTENANCE 0575

PO BOX 13059
DAYTON,OH45413
 EMPLOYER CONTRIBUTIONS OH  
          No
(81) HILSCHER-CLARKE ELEC LU 0306

519 FOURTH STREET NW
CANTON,OH44703
 EMPLOYER CONTRIBUTIONS OH  
          No
(82) HILSCHER-CLARKE ELECTRIC 0141

519 4TH ST NW
CANTON,OH44723
 EMPLOYER CONTRIBUTIONS OH  
          No
(83) HUNTINGTON ELECTR JATC LU 0317

1850 MADISON AVE
HUNTINGTON,WV25704
 EMPLOYER CONTRIBUTIONS WV  
          No
(84) IC ELECTRIC INC LU306

110 EAST HIGH STREET
SHARPSVILLE,PA16150
 EMPLOYER CONTRIBUTIONS PA  
          No
(85) IBEW 575

110 OFFNERE ST P O 1544
PORTSMOUTH,OH45662
 EMPLOYER CONTRIBUTIONS OH  
          No
(86) IBEW INTERNATIONAL LU 0466

900 SEVENTH ST NW
WASHINGTON,DC20001
 EMPLOYER CONTRIBUTIONS DC  
          No
(87) INDUSTRIAL ELECT SOL LOCAL 972

98 HIGHWAY 95
CALVERT CITY,KY42029
 EMPLOYER CONTRIBUTIONS KY  
          No
(88) INDUSTRIAL POWER SYSTEMS 306

1650 INDIAN WOOD CIRCLE
MAUMEE,OH43537
 EMPLOYER CONTRIBUTIONS OH  
          No
(89) INFINITY ELECTRIC INC

170 OLD CHEAT RD
MORGANTOWN,WV26508
 EMPLOYER CONTRIBUTIONS WV  
          No
(90) INFINITY ELECTRIC INC 596

170 OLD CHEAT RD
MORGANTOWN,WV26508
 EMPLOYER CONTRIBUTIONS WV  
          No
(91) J & J GENERAL MAINT LU 0317

PO BOX 633
IRONTON,OH45638
 EMPLOYER CONTRIBUTIONS OH  
          No
(92) J F ELEC (LU 0317)

PO BOX 570
EDWARDSVILLE,IL62025
 EMPLOYER CONTRIBUTIONS IL  
          No
(93) J P HURLEY ELECTRIC LU 0306

1227 CLIFTON AVE
AKRON,OH44310
 EMPLOYER CONTRIBUTIONS OH  
          No
(94) JF HEIBEL ELECTRIC INC 0575

PO BOX 67
WAVERLY,OH45690
 EMPLOYER CONTRIBUTIONS OH  
          No
(95) JACOBS INDUSTRIAL LU 32

4949 ESSEN LANE
BATON ROUGE,LA70809
 EMPLOYER CONTRIBUTIONS LA  
          No
(96) JAY COMPANY LU 1105

PO BOX 661
NEWARK,OH43055
 EMPLOYER CONTRIBUTIONS OH  
          No
(97) JAY'S CONSTRUCTION GROUP 306

3956 ST RT 43
KENT,OH44240
 EMPLOYER CONTRIBUTIONS OH  
          No
(98) JM MILLER ENTERPRISES LU 575

PO BOX 1285
LUCASVILLE,OH45648
 EMPLOYER CONTRIBUTIONS OH  
          No
(99) JOE DICKEY ELECTRIC 972

BOX 158
LIMA,OH44452
 EMPLOYER CONTRIBUTIONS OH  
          No
(100) JOE DICKEY ELECTRIC LU 0306

PO BOX 158
NORTH LIMA,OH44452
 EMPLOYER CONTRIBUTIONS OH  
          No
(101) JORDAN SMITH ELECT LU 0317

4428 EARL COURT
HUNTINGTON,WV25705
 EMPLOYER CONTRIBUTIONS WV  
          No
(102) K AND M ELEC LU 0317

1031 RIDGEMONT DR
ELKVIEW,WV25071
 EMPLOYER CONTRIBUTIONS WV  
          No
(103) K AND M ELEC LU 0466

1031 RIDGEMONT DRIVE
ELKVIEW,WV25071
 EMPLOYER CONTRIBUTIONS WV  
          No
(104) KAL ELECTRIC INC LU 0972

5265 HEBBARDSVILLE ROAD
ATHENS,OH45701
 EMPLOYER CONTRIBUTIONS OH  
          No
(105) KVAERNER NAC (LU 0306)

WAS AKER CONST
CANONSBURG,PA15317
 EMPLOYER CONTRIBUTIONS PA  
          No
(106) LAIBE ELECTRIC CO LU 32

404 N BYIRE RD
TOLEDO,OH43607
 EMPLOYER CONTRIBUTIONS OH  
          No
(107) LAKE ERIE ELECTRIC LU 0032

25730 FIRST ST
WESTLAKE,OH44145
 EMPLOYER CONTRIBUTIONS OH  
          No
(108) LAKE ERIE ELECTRIC LU 0306

PO BOX 450859
WESTLAKE,OH44145
 EMPLOYER CONTRIBUTIONS OH  
          No
(109) LCN ELECTRICAL CONTRACT LU 466

RR 3 BOX 163A
HURRICANE,WV25526
 EMPLOYER CONTRIBUTIONS WV  
          No
(110) LESLIE PHARES ELECTR (LU 0466)

6733 MAC CORKLE AVE
ST ALBANS,WV25177
 EMPLOYER CONTRIBUTIONS WV  
          No
(111) LIGHTHOUSE ELECTRIC 0596

1957 RT 519 S
CANONSBURG,PA15317
 EMPLOYER CONTRIBUTIONS PA  
          No
(112) LIMBACH COMPANY LLC-MID ATLANT

13261 MID ATLANTIC BLVD
LAUREL,MD20708
 EMPLOYER CONTRIBUTIONS MD  
          No
(113) LIPPINCOTT PLUMBHTG LU 0032

872 ST JOHNS AVENUE
LIMA,OH45804
 EMPLOYER CONTRIBUTIONS OH  
          No
(114) LOCAL 0026 (INTO LU 0466)

4601 PRESIDENTS DR STE 300
LANHAM,MD20706
 EMPLOYER CONTRIBUTIONS MD  
          No
(115) LOCAL 0141 (LU 0141)

82 BURKHAM COURT
WHEELING,WV26003
 EMPLOYER CONTRIBUTIONS WV  
          No
(116) LOCAL 0306

2650 S MAIN STREET SUITE 200
AKRON,OH44319
 EMPLOYER CONTRIBUTIONS OH  
          No
(117) LOCAL 0317

1850 MADISON AVE
HUNTINGTON,WV25704
 EMPLOYER CONTRIBUTIONS WV  
          No
(118) LOCAL 0456 (INTO LU 0317)

1295 LIVINGSTON AVENUE
NORTH BRUNSWICK,NJ89020
 EMPLOYER CONTRIBUTIONS NJ  
          No
(119) LOCAL 0466

800 INDIANA AVENUE
CHARLESTON,WV25302
 EMPLOYER CONTRIBUTIONS WV  
          No
(120) LOCAL 0596

PO BOX 1508
CLARKSBURG,WV26301
 EMPLOYER CONTRIBUTIONS WV  
          No
(121) LOCAL 0640 INTO LU 0317

2250 S RANCHO DR STE 295
LAS VEGAS,NV89102
 EMPLOYER CONTRIBUTIONS NV  
          No
(122) LOCAL 0712 (INTO LU 0306)

ADMINIS ELEC LU 712--BEAVER PA
BEAVER,PA15009
 EMPLOYER CONTRIBUTIONS PA  
          No
(123) LOCAL 0968

1845 7TH ST
PARKERSBURG,WV26101
 EMPLOYER CONTRIBUTIONS WV  
          No
(124) LOCAL 0972 IBEW

50 SANDHILL ROAD
RENO,OH45773
 EMPLOYER CONTRIBUTIONS OH  
          No
(125) LOCAL 1249 (FOR LU 0317)

6518 FREMONT RD POB 301
EAST SYRACUSE,NY13057
 EMPLOYER CONTRIBUTIONS NY  
          No
(126) LOCAL 1253

21 GABRIEL DRIVE
AUGUSTA,ME43300
 EMPLOYER CONTRIBUTIONS ME  
          No
(127) M & L ELECTRIC CO LU 0466

PO BOX 308
PINCH,WV25156
 EMPLOYER CONTRIBUTIONS WV  
          No
(128) MJ ELECTRIC LLC 466

CONTRACTORS-ENGINEERS
IRON MOUNTAIN,MI49801
 EMPLOYER CONTRIBUTIONS MI  
          No
(129) MAIN LITE ELECTRIC LU 317

PO BOX 828
WARREN,OH44482
 EMPLOYER CONTRIBUTIONS OH  
          No
(130) MARYLAND ELEC IND(INTO 0466)

9411 PHILADELPHIA RD STE S
BALTIMORE,MD21237
 EMPLOYER CONTRIBUTIONS MD  
          No
(131) MATCO ELEC CO INC (596)

3913 GATES RD
VESTAL,NY13650
 EMPLOYER CONTRIBUTIONS NY  
          No
(132) MATRIX NO AM CONSTR (LU 0596)

701 TECHNOLOGY DR
CANONSBURG,PA15317
 EMPLOYER CONTRIBUTIONS PA  
          No
(133) MAXIMUM CONST LU 0596

PO BOX 750
BRIDGEPORT,WV26330
 EMPLOYER CONTRIBUTIONS WV  
          No
(134) MAXWELL LIGHTING (LOCAL 0972)

621 POND ST
DAYTON,OH45402
 EMPLOYER CONTRIBUTIONS OH  
          No
(135) MAXWELL LIGHTNING PROT LU 1105

621 POND STREET
DAYTON,OH45402
 EMPLOYER CONTRIBUTIONS OH  
          No
(136) MAXWELL LIGHTNING PROTEC 596

621 POND STREET
DAYTON,OH45402
 EMPLOYER CONTRIBUTIONS OH  
          No
(137) MCBRAYER ELECTRIC 317

PO BOX 381
SCOTT DEPOT,WV25560
 EMPLOYER CONTRIBUTIONS WV  
          No
(138) MCBRAYER ELECTRIC INC 0466

PO BOX 381
SCOTT DEPOT,WV25560
 EMPLOYER CONTRIBUTIONS WV  
          No
(139) MCCRORY ELECTRIC CO LU 0317

2891 WALNUT GROVE RD
MEMPHIS,TN38111
 EMPLOYER CONTRIBUTIONS TN  
          No
(140) MCDANIEL ELECTRIC INC 0317

1309 EIGHTH AVENUE
HUNTINGTON,WV25701
 EMPLOYER CONTRIBUTIONS WV  
          No
(141) MCHENRY ELECTRIC CO LU 0968

1604 LYNN ST
PARKERSBURG,WV26101
 EMPLOYER CONTRIBUTIONS WV  
          No
(142) MEADE ELECTRIC CO INC

9550 W 55TH ST SUITE A
MC COOK,IL60525
 EMPLOYER CONTRIBUTIONS IL  
          No
(143) MICHEL INC LU 0596

PO BOX 1140
BRIDGEPORT,WV26330
 EMPLOYER CONTRIBUTIONS WV  
          No
(144) MID-CITY ELEC CO LU 1105

P O BOX 23075
COLUMBUS,OH43223
 EMPLOYER CONTRIBUTIONS OH  
          No
(145) MI-DE-CON 0317

3331 S 3RD ST
IRONTON,OH45638
 EMPLOYER CONTRIBUTIONS OH  
          No
(146) MI-DE-CON INC LU 968

3331 S 3RD ST
IRONTON,OH45638
 EMPLOYER CONTRIBUTIONS OH  
          No
(147) MINNOTTE CONTRACTING LU 0596

MINNOTTE SQUARE
PITTSBURGH,PA15220
 EMPLOYER CONTRIBUTIONS PA  
          No
(148) MIRACLE ELECTRICAL LU 0972

PO BOX 877
MARIETTA,OH45750
 EMPLOYER CONTRIBUTIONS OH  
          No
(149) MON VALLEY ELECTRIC INC 0596

PO BOX 338
KINGMONT,WV26578
 EMPLOYER CONTRIBUTIONS WV  
          No
(150) MYERS ELECTRIC LU 0032

2186 MENTOR RD
CONVOY,OH45832
 EMPLOYER CONTRIBUTIONS OH  
          No
(151) NECAIBEW FAMILY MEDICAL CARE

5837 US HIGHWAY 41
RINGGOLD,GA30736
 EMPLOYER CONTRIBUTIONS GA  
          No
(152) NET-COM ELECTRICAL LU 0032

3443 S NAPOLEON RD
HARROD,OH45850
 EMPLOYER CONTRIBUTIONS OH  
          No
(153) NEW ENGLAND ELEC (INTO 0317)

379 WETHERELL STREET
MANCHESTER,CT60450
 EMPLOYER CONTRIBUTIONS CT  
          No
(154) NEW RIVER ELECTRIC CORP 141

PO BOX 70
CLOVERDALE,VA24077
 EMPLOYER CONTRIBUTIONS VA  
          No
(155) NEWVILLE ELECT SERV LU 317

400 MOHAWK RD
NEWVILLE,PA17241
 EMPLOYER CONTRIBUTIONS PA  
          No
(156) NITRO ELEC CO INC LU 0317

PO BOX 879
NITRO,WV25143
 EMPLOYER CONTRIBUTIONS WV  
          No
(157) NITRO ELEC CO INC LU 0466

PO BOX 879
NITRO,WV25143
 EMPLOYER CONTRIBUTIONS WV  
          No
(158) NITRO ELEC CO INC LU 0972

PO BOX 879
NITRO,WV25143
 EMPLOYER CONTRIBUTIONS WV  
          No
(159) NKC CONVEYOR INSTALL LU 0032

1584 E BROOKS ROAD
MEMPHIS,TN38116
 EMPLOYER CONTRIBUTIONS TN  
          No
(160) NOLAN ELECTRICAL CONSTR 0575

965 TIPTON LANE
STOUT,OH45684
 EMPLOYER CONTRIBUTIONS OH  
          No
(161) NOVAK ELECTRIC 0306

574 TERNES AVENUE
ELYRIA,OH44035
 EMPLOYER CONTRIBUTIONS OH  
          No
(162) NOVATNY ELECTRIC 0306

955 EVANS AVE
AKRON,OH44305
 EMPLOYER CONTRIBUTIONS OH  
          No
(163) OKLAHOMA ELECTRICAL SUPPLY 466

4901 NORTH SEWELL AVENUE
OKLAHOMA CITY,OK74119
 EMPLOYER CONTRIBUTIONS OK  
          No
(164) OSTRIN ELECTRIC 0466

PO BOX 1827
CHARLESTON,WV25327
 EMPLOYER CONTRIBUTIONS WV  
          No
(165) PANCAKE ELECTRIC INC LU 0317

PO BOX 2625
HUNTINGTON,WV25726
 EMPLOYER CONTRIBUTIONS WV  
          No
(166) PAR ELEC CONTR LU 0317

4770 N BELLEVIEW AVE STE 300
KANSAS CITY,MO64116
 EMPLOYER CONTRIBUTIONS MO  
          No
(167) PCS (INTO LU 0317)

PO BOX 510
RIPLEY,WV25271
 EMPLOYER CONTRIBUTIONS WV  
          No
(168) PORTSMOUTH JATC 0575

110 OFFNERE ST BOX 1544
PORTSMOUTH,OH45662
 EMPLOYER CONTRIBUTIONS OH  
          No
(169) POWELL INC LU 0317

P O BOX 306
BARBOURSVILLE,WV25504
 EMPLOYER CONTRIBUTIONS WV  
          No
(170) POWER-PRO ELECTRIC INC LU 0032

6749 RESERVOIR RD
LIMA,OH45801
 EMPLOYER CONTRIBUTIONS OH  
          No
(171) PRACTICAL ENERGY SOL LU 0306

2 A RESEARCH PKWY
WALLINGFORD,CT54920
 EMPLOYER CONTRIBUTIONS CT  
          No
(172) PRECISION ELECTRICAL CONT 0141

RIVER PARK COMMONS
PITTSBURGH,PA15203
 EMPLOYER CONTRIBUTIONS PA  
          No
(173) PRITCHARD ELECTRIC 0317

PO BOX 2503
HUNTINGTON,WV25725
 EMPLOYER CONTRIBUTIONS WV  
          No
(174) PRO 1 ELEC LU 0968

194 PARKVIEW LANE
MINERAL WELLS,WV26150
 EMPLOYER CONTRIBUTIONS WV  
          No
(175) PROGRESSIVE ELECTRIC INC 0317

PO BOX 3695
CHARLESTON,WV25336
 EMPLOYER CONTRIBUTIONS WV  
          No
(176) PRO-TECH COMM LU 0306

7670 HARTMAN ROAD
WADSWORTH,OH44281
 EMPLOYER CONTRIBUTIONS OH  
          No
(177) RF FISHER ELECTRIC COMPANY

1707 39TH AVENUE
KANSAS CITY,KS66103
 EMPLOYER CONTRIBUTIONS KS  
          No
(178) REQUEST CONTRACTING INC 0575

P O BOX 2022
CHILLICOTHE,OH45601
 EMPLOYER CONTRIBUTIONS OH  
          No
(179) RIVERSIDE ELECTRICAL LU 0317

680 REDNA TERRACE
WOODLAWN,OH45215
 EMPLOYER CONTRIBUTIONS OH  
          No
(180) ROBERTS ELECTRICAL CONSTLU972

820 N HAGUE AVENUE
COLUMBUS,OH43204
 EMPLOYER CONTRIBUTIONS OH  
          No
(181) S & E ELECTRIC LU 0306

1521 HIGHLAND ROAD
TWINSBURG,OH44067
 EMPLOYER CONTRIBUTIONS OH  
          No
(182) S & S (SHAMBAUGH) LU 0306

1957 US RT 23
WAVERLY,OH45690
 EMPLOYER CONTRIBUTIONS OH  
          No
(183) S & S ELECTRIC INC 0575

1957 US RT 23
WAVERLY,OH45690
 EMPLOYER CONTRIBUTIONS OH  
          No
(184) S & S ELECTRIC LU 0596

2252 FRANKFORT HIGHWAY
RIDGELEY,WV26753
 EMPLOYER CONTRIBUTIONS WV  
          No
(185) SARGENT ELEC LU 0596

2767 LIBERTY AVE
PITTSBURGH,PA15222
 EMPLOYER CONTRIBUTIONS PA  
          No
(186) SERVICE ELEC LU 0317

PO BOX 3658
CHATTANOOGA,TN37404
 EMPLOYER CONTRIBUTIONS TN  
          No
(187) SIDNEY ELECTRIC LU 0032

840 S VANDEMARK ROAD
SIDNEY,OH45365
 EMPLOYER CONTRIBUTIONS OH  
          No
(188) SONEK ELECTRIC LLC LU 575

PO BOX 247
PORTSMOUTH,OH45662
 EMPLOYER CONTRIBUTIONS OH  
          No
(189) SOS ELECTRIC INC LU 0317

P O BOX 1800
CHILLICOTHE,OH45601
 EMPLOYER CONTRIBUTIONS OH  
          No
(190) SOUTH CHARLESTON ELECTRIC 0466

PO BOX 8494
S CHARLESTON,WV25303
 EMPLOYER CONTRIBUTIONS WV  
          No
(191) SOUTH SHORE ELECTRIC X 0306

P O BOX 321
ELYRIA,OH44036
 EMPLOYER CONTRIBUTIONS OH  
          No
(192) SOUTHEASTERN ELECTRIC LU 0972

PO BOX 225
CROOKSVILLE,OH43731
 EMPLOYER CONTRIBUTIONS OH  
          No
(193) SPECIALTY PIPING CORP LU 0968

1230 S MEADVILLE ROAD
DAVISVILLE,WV26142
 EMPLOYER CONTRIBUTIONS WV  
          No
(194) SPEELMAN ELECT CO LU 0306

358 COMMERCE STREET
TALLMADGE,OH44278
 EMPLOYER CONTRIBUTIONS OH  
          No
(195) STEEN ELECTRIC COMPANY 0306

1484 MAIN STREET
CUYAHOGA FALLS,OH44221
 EMPLOYER CONTRIBUTIONS OH  
          No
(196) STEUBENVILLE ELEC

626 N 4TH ST
STEUBENVILLE,OH43952
 EMPLOYER CONTRIBUTIONS OH  
          No
(197) STEWART ELECTRIC CO LU 0141

477 G C P ROAD
WHEELING,WV26003
 EMPLOYER CONTRIBUTIONS WV  
          No
(198) STONE & WEBSTER INC 0575

128 S TRYON ST STE 600
CHARLOTTE,NC28202
 EMPLOYER CONTRIBUTIONS NC  
          No
(199) STUDEBAKER ELECTR LU 0032

8459 N MAIN ST
DAYTON,OH45415
 EMPLOYER CONTRIBUTIONS OH  
          No
(200) THAYER POWER & COMM LU 317

7400 MARKET RD
FAIRVIEW,PA16415
 EMPLOYER CONTRIBUTIONS PA  
          No
(201) THE FOWLER COMPANY LU 0306

7777 FIRST PLACE
OAKWOOD VILLAGE,OH44146
 EMPLOYER CONTRIBUTIONS OH  
          No
(202) THE SUMMIT ELEC GROUP (LU 968)

PO BOX 254
HURRICANE,WV25526
 EMPLOYER CONTRIBUTIONS WV  
          No
(203) THE SUMMIT ELEC GROUP(LU 0466)

PO BOX 254
HURRICANE,WV25526
 EMPLOYER CONTRIBUTIONS WV  
          No
(204) THE SUMMIT ELECTRIC 0306

895 HAMPSHIRE ROAD SUITE E
STOW,OH44224
 EMPLOYER CONTRIBUTIONS OH  
          No
(205) THE SUMMIT ELECTRIC CORP (466)

PO BOX 254
HURRICANE,WV25526
 EMPLOYER CONTRIBUTIONS WV  
          No
(206) THE SUMMIT ELECTRIC GROUP 317

PO BOX 254
HURRICANE,WV25526
 EMPLOYER CONTRIBUTIONS WV  
          No
(207) THE SUPERIOR GROUP LU 0972

740 WATERMAN AVE
COLUMBUS,OH43215
 EMPLOYER CONTRIBUTIONS OH  
          No
(208) THOMPSON ELECTRIC 0306

49 NORTHMORELAND AVENUE
MUNROE FALLS,OH44262
 EMPLOYER CONTRIBUTIONS OH  
          No
(209) THOMPSON ELECTRIC LU 0317

49 NORTHMORELAND AVE
MUNROE FALLS,OH44262
 EMPLOYER CONTRIBUTIONS OH  
          No
(210) THREE BROTHERS ELEC LU 0466

PO BOX 355
POCA,WV25159
 EMPLOYER CONTRIBUTIONS WV  
          No
(211) TOLEDO ELECTRICAL (LU 0032)

1560 W LASKEY RD
TOLEDO,OH43612
 EMPLOYER CONTRIBUTIONS OH  
          No
(212) TOPA ELECTRIC INC 0306

P O BOX 567
WADSWORTH,OH44281
 EMPLOYER CONTRIBUTIONS OH  
          No
(213) TRICO ELECTRIC INC 0317

P O BOX 6654
HUNTINGTON,WV25773
 EMPLOYER CONTRIBUTIONS WV  
          No
(214) ULLMAN ELECTRIC COMPANY X 0306

3901 CHESTER AVENUE UNIT B
CLEVELAND,OH44114
 EMPLOYER CONTRIBUTIONS OH  
          No
(215) UNITED CONST CO LU 0317

PO BOX 4859
PARKERSBURG,WV26104
 EMPLOYER CONTRIBUTIONS WV  
          No
(216) UNITED ELECT WHEELING LU 0141

P O BOX 6897
WHEELING,WV26003
 EMPLOYER CONTRIBUTIONS WV  
          No
(217) UNIVERSAL ELECTRIC CO LU 466

1923 E CHERRY ST
JESUP,GA31546
 EMPLOYER CONTRIBUTIONS GA  
          No
(218) URS ENERGY & CONST LU 0968

PO BOX 73
BOISE,ID83729
 EMPLOYER CONTRIBUTIONS ID  
          No
(219) V I P ELECTRIC CO LU 0306

8358 MENTOR AVE
MENTOR,OH44060
 EMPLOYER CONTRIBUTIONS OH  
          No
(220) VALLEY ENG & CONST CO LU596

102 CARMEL RD
WHEELING,WV26003
 EMPLOYER CONTRIBUTIONS WV  
          No
(221) VEC INC 0306

977 TIBBETTS WICK ROAD
GIRARD,OH44420
 EMPLOYER CONTRIBUTIONS OH  
          No
(222) W VA-OHIO VALLEY IBEW WEL0500

30 DEE DRIVE
CHARLESTON,WV25311
 EMPLOYER CONTRIBUTIONS WV  
          No
(223) W W SCHAUB ELEC LU 0306

501 APPLEGROVE NW
NORTH CANTON,OH44720
 EMPLOYER CONTRIBUTIONS OH  
          No
(224) WAGNER INDUSTRIAL (LU 317)

PO BOX 55
DAYTON,OH45401
 EMPLOYER CONTRIBUTIONS OH  
          No
(225) WEST END ELEC LU 0317

640 2ND ST
PORTSMOUTH,OH45662
 EMPLOYER CONTRIBUTIONS OH  
          No
(226) WISCONSIN ELEC EMP H&W LU 0317

2082 COHO ST SUITE 201
MADISON,WI53713
 EMPLOYER CONTRIBUTIONS WI  
          No
(227) WITCHEY LIGHTNING ROD LU 0306

2145 WALL ROAD
RITTMAN,OH44270
 EMPLOYER CONTRIBUTIONS OH  
          No
(228) WOOD ELEC LU 1105

210 11TH STREET NW
NEW PHILADELPH,OH44663
 EMPLOYER CONTRIBUTIONS OH  
          No
(229) WV STATE BLDG TRADES LU 0466

600 LEON SULLIVAN WAY
CHARLESTON,WV25301
 EMPLOYER CONTRIBUTIONS WV  
          No
(230) YAHN ELECTRIC CO INC LU 0141

113 17TH STREET
WHEELING,WV26003
 EMPLOYER CONTRIBUTIONS WV  
          No
(231) ZENITH SYSTEMS LLC 0306

5069 CORBIN DR
BEDFORD HEIGHTS,OH44128
 EMPLOYER CONTRIBUTIONS OH  
          No
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V?UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2013
Additional Data


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