2025-02-10T18:21:09-05:00 2024-04-30 205520612 L M HENDERSON & COMPANY LLP 450 E 96TH ST STE 200 INDIANAPOLIS IN 462403797 990 2023-05-01 237003337 IUOE LOCALS 181 320 AND TVA H&W TRUST FUND INTE 2708266750 PO BOX 1179 HENDERSON KY 42419 WILLIAM L JOHNSON JR CHAIRMAN 2708266750 2025-02-06 true false MICHELLE L ZIMMERMAN P00266120 3175661000 2025-02-10 2023 2025-03-06 01:10:19Z WILLIAM L JOHNSON JR PO BOX 1179 HENDERSON KY 42419 53119091 false X WWW.IUOELOCAL181.ORG X 1968 KY THE ORGANIZATION'S MISSION IS TO OFFER AN EMPLOYEE BENEFIT PLAN WHICH PROVIDES HEALTHCARE BENEFITS AND DEATH BENEFITS TO ITS MEMBERS. THE PLAN COVERS SUBSTANTIALLY ALL ELIGIBLE MEMBERS IN INDIANA, KENTUCKY, AND ALABAMA. 10 10 5 1471980 0 48176379 51530233 766926 1471980 79138 116878 49022443 53119091 0 42990373 46771865 499837 588879 0 0 2540355 2739419 46030565 50100163 2991878 3018928 86753211 93066718 1090773 1028912 85662438 92037806 X THE ORGANIZATION'S MISSION IS TO OFFER AN EMPLOYEE BENEFIT PLAN WHICH PROVIDES HEALTHCARE BENEFITS AND DEATH BENEFITS TO ITS MEMBERS. THE PLAN COVERS SUBSTANTIALLY ALL ELIGIBLE MEMBERS IN INDIANA, KENTUCKY, AND ALABAMA. false false 50100163 THE EMPLOYEE BENEFIT PLAN PROVIDES DEATH BENEFITS AND BENEFITS FOR MEDICAL CARE DUE TO ACCIDENT OR ILLNESS. THE PLAN COVERS SUBSTANTIALLY ALL MEMBERS PRIMARILY IN INDIANA, KENTUCKY, AND ALABAMA. 50100163 false false false false false false false false false true true false false true true true false false false false false false false false false false false false false false false false false false false false false false false false true false false true 0 0 5 true true true false false false false false false false X 10 10 false false false false false true true true true false false false false false false false true false KY X STACEY AUSENBAUGH 2708266750 700 NORTH ELM STREET HENDERSON KY 42420 X AARON PURDUE ALTERNATE ALTERNATE TR 3.00 X 0 0 0 BRAD BYFORD TRUSTEE 3.00 X 0 0 0 THOMAS COUNTS TRUSTEE 3.00 X 0 0 0 WILLIAM B DEATON TRUSTEE 3.00 X 0 0 0 STEVEN R DEIG TRUSTEE 3.00 X 0 0 0 CARL R DODGE TRUSTEE 3.00 X 0 0 0 JEFF GLASS ALTERNATE TR 3.00 X 0 0 0 CHRIS HAYDEN TRUSTEE 3.00 X 0 0 0 WILLIAM L JOHNSON JR CHAIRMAN 3.00 X X 0 0 0 CORY KUYKENDALL TRUSTEE 3.00 X 0 0 0 false false false ANTHEM PO BOX 951254 CLEVELAND OH 44193 CLAIMS PROCESS. 1922920 1 EMPLOYER CONTRIBUTIONS 47821661 47821661 PARTICIPANT CONTRIBUTIONS 3708572 3708572 51530233 1471980 1471980 COLLECTION FEES 900002 116878 116878 116878 53119091 51530233 1471980 116878 46771865 46771865 302794 302794 262429 262429 23656 23656 40281 40281 59527 59527 2346318 2346318 93906 93906 26007 26007 25130 25130 7941 7941 40211 40211 EQUIPMENT RENTAL 53872 53872 PCORI FEES 16344 16344 TELEPHONE 13397 13397 BANK SERVICE CHARGES 9768 9768 6717 6717 50100163 50100163 0 0 222984 231063 3351498 4407391 5884303 6575717 17558 18316 105272 86567 16209 18705 77173751 81764059 86908 51467 86753211 93066718 955869 957830 86908 51467 47996 19615 1090773 1028912 X 85662438 92037806 85662438 92037806 86753211 93066718 X 3018928 3355239 1201 X false true X true false 105272 86567 18705 18705 CORPORATE BOND FUNDS 42653340 F FIXED INCOME SECURITIES 20521600 F STOCK FUNDS 16419790 F LIMITED PARTNERSHIPS 2169329 F 81764059 ACCRUED PAYROLL 18441 ACCRUED PAYROLL WITHHOLDINGS 1174 19615 X 56474330 3355239 3355239 53119091 53119091 50098962 50098962 1201 1201 50100163 SCHEDULE D, PAGE 3, PART X THE TRUST ESTABLISHED UNDER THE FUND TO HOLD THE FUNDS ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (THE CODE), AND, ACCORDINGLY, THE TRUSTS NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE, AND THE FUND SPONSOR BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. FUND MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AS OF APRIL 30, 2024 AND APRIL 30, 2023 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; AND THERE IS A DOL OPERATIONS AUDIT IN PROGRESS. THE FUND IS SUBJECT TO INCOME TAX EXAMINATIONS BY THE TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE DATE THE TAX RETURNS ARE FILED. SCHEDULE D, PAGE 4, PART XII, LINE 4B BOOK / TAX DEPRECIATION DIFFERENCE 1,201 FORM 990 - ORGANIZATION'S MISSION THE ORGANIZATION'S MISSION IS TO OFFER AN EMPLOYEE BENEFIT PLAN WHICH PROVIDES HEALTHCARE BENEFITS AND DEATH BENEFITS TO ITS MEMBERS. THE PLAN COVERS SUBSTANTIALLY ALL ELIGIBLE MEMBERS IN INDIANA, KENTUCKY, AND ALABAMA. FORM 990, PAGE 6, PART VI, LINE 7A ONE HALF OF THE BOARD OF TRUSTEES IS APPOINTED BY THE CHAIRMAN OF THE BOARD OF TRUSTEES LOCAL UNION 181, AND THE OTHER HALF OF THE BOARD OF TRUSTEES IS APPOINTED BY VARIOUS CONTRACTOR ASSOCIATIONS. FORM 990, PAGE 6, PART VI, LINE 7B CONTRIBUTION RATES ARE APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PAGE 6, PART VI, LINE 11B PRIOR TO FILING, THE FORM 990 IS REVIEWED BY THE CHAIRMAN OF THE BOARD OF TRUSTEES AND THE PLAN ADMINISTRATOR. FORM 990, PAGE 6, PART VI, LINE 15B ALL COMPENSATION RATES ARE APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9 BOOK / TAX DEPRECIATION DIFFERENCE 1,201 SEE ATTACHED LIST N/A false SEE ATTACHED LIST N/A false false SEE ATTACHED LIST N/A false false false false false false false false false false false false false false false false false false false false