STRATEGY STUDIO / PUBLIC DATA EXPLORER

IBEW ELECTRIAL WORKERS GENERAL WELFARE FUND: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
IBEW ELECTRIAL WORKERS GENERAL WELFARE FUND (EIN 36-2951116)
Tax period
2022-06-01 to 2023-05-31
Filed
2024-01-30
IRS object ID
202440309349301854
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-01-30T14:24:05-06:00ReturnTs
Tax Period End2023-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN470900880PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CALIBRE CPA GROUP PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1230 W MONROE ST SUITE 310AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362951116EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IBEW ELECTRIAL WORKERS GENERAL WELFAREBusinessNameLine1Txt
Business Name Line2FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlIBEWBusinessNameControlTxt
Phone6303931701PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line128600 BELLA VISTA PARKWAY 1110AddressLine1Txt
CityWARRENVILLECityNm
State AbbreviationILStateAbbreviationCd
ZIP60555ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Personkevin connellyPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6303931701PhoneNum
Signature2024-01-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstkevinPersonFirstNm
Person LastconnellyPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCOREY BILKEYPreparerPersonNm
PTINP00499751PTIN
Phone3126550037PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

US Address USAddress

FieldValueIRS element (for citing)
Address Line128600 BELLA VISTA PARKWAY 1110AddressLine1Txt
CityWARRENVILLECityNm
State AbbreviationILStateAbbreviationCd
ZIP60555ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$41,907,609GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1976FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionPROVIDE HEALTH & INSURANCE BENEFITSActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee72TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$206,000PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$35,572,090PYProgramServiceRevenueAmt
CY Program Service Revenue$36,887,493CYProgramServiceRevenueAmt
PY Investment Income$4,157,926PYInvestmentIncomeAmt
CY Investment Income$1,909,320CYInvestmentIncomeAmt
PY Other Revenue$395,853PYOtherRevenueAmt
CY Other Revenue$406,655CYOtherRevenueAmt
PY Total Revenue$40,331,869PYTotalRevenueAmt
CY Total Revenue$39,203,468CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$34,164,043PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$34,591,265CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,230,713PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,181,242CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,807,369PYOtherExpensesAmt
CY Other Expenses$1,885,882CYOtherExpensesAmt
PY Total Expenses$37,202,125PYTotalExpensesAmt
CY Total Expenses$37,658,389CYTotalExpensesAmt
PY Revenues Less Expenses$3,129,744PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,545,079CYRevenuesLessExpensesAmt
Total Assets BOY$73,034,373TotalAssetsBOYAmt
Total Assets EOY$71,798,347TotalAssetsEOYAmt
Total Liabilities BOY$18,386,766TotalLiabilitiesBOYAmt
Total Liabilities EOY$17,609,433TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$54,647,607NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$54,188,914NetAssetsOrFundBalancesEOYAmt
MissionPROVIDE HEALTH & INSURANCE BENEFITSMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE PLAN PROVIDES HEALTH BENEFITS (HOSPITAL, VISION, DENTAL, DISABILITY) AS WELL AS LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE FOR ELIGIBLE PARTICIPANTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document485IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee72EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TERRY MUSTOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6303931701PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line128600 BELLA VISTA PKWYAddressLine1Txt
CityWARRENVILLECityNm
State AbbreviationILStateAbbreviationCd
ZIP60555ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtHighest Compensated EmployeeHighestCompensatedEmployeeInd
SHARON CATTANEO
TRUSTEE3.00Yes (X)$0$0$0
JOHN MCDONNELL
TRUSTEE3.00Yes (X)$5,632$0$4,6133.00
ANTHONY MULIZIO
TRUSTEE3.00Yes (X)$0$0$0
FRANK FURCO
former trustee3.00Yes (X)$0$141,400$69,39140.00
WILLIAM DREW
TRUSTEE3.00Yes (X)$5,185$8,302$6,0083.00
KEVIN CONNELLY
TRUSTEE3.00Yes (X)$0$0$0
ROBERT PANATERA
TRUSTEE3.00Yes (X)$3,152$1,485$2,6273.00
ANTHONY GIUNTI
TRUSTEE3.00Yes (X)$0$157,873$114,70440.00
GIUSEPPE MUZZUPAPPA
TRUSTEE3.00Yes (X)$0$0$0
BRUCE CREEN
former trustee3.00Yes (X)$0$0$0
frank gravina
trustee3.00Yes (X)$0$164,976$108,23740.00
BRIAN BENSON
ASST ADMINISTRATOR40.00$127,412$3,064$90,8733.00Yes (X)
TERRY MUSTO
FUND ADMINISTRATOR40.00$211,792$0$34,711Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$353,173TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$477,100TotReportableCompRltdOrgAmt
Total Other Compensation$431,164TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BLUE CROSS BLUE SHIELDBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 E RANDOLPH STAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60601ZIPCd
FieldValueIRS element (for citing)
ServicesPPO ACCESS FEESServicesDesc
Compensation$686,570CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$32,679,980$32,679,980
RETIRED PARTICIPANT CONTRB900099$4,050,873$4,050,873
ACTIVE PARTICIPANT CONTRIB900099$156,640$156,640
FieldValueIRS element (for citing)
Total Program Service Revenue$36,887,493TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$907,579TotalRevenueColumnAmt
Exclusion$907,579ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,705,882SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,704,141SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,001,741SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,001,741TotalRevenueColumnAmt
Exclusion$1,001,741ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescREIMBURSED PAYROLL, TAXES & BENEFDesc
Business900099BusinessCd
Total Revenue Column$406,655TotalRevenueColumnAmt
Related Or Exempt Func Income$406,655RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$406,655OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$39,203,468TotalRevenueColumnAmt
Related Or Exempt Func Income$37,294,148RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,909,320ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$34,591,265TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$25,469TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$742,316TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$154,665TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$199,807TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$58,985TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$73,744TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$92,958TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$165,342TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,102,983TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$156,457TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$106,882TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$118,575TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$8,543TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$11,054TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$49,344TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$37,658,389TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,142,940BOYAmt
EOY$1,610,539EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,565,483BOYAmt
EOY$4,901,379EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,599,325BOYAmt
EOY$2,699,437EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,184,705BOYAmt
EOY$638,092EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,965,251LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$478,678LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,508,765BOYAmt
EOY$1,486,573EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$25,544,301BOYAmt
EOY$26,677,879EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$35,466,967BOYAmt
EOY$33,746,116EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$21,887BOYAmt
EOY$38,332EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$73,034,373BOYAmt
EOY$71,798,347EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$39,486BOYAmt
EOY$36,371EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$18,347,280BOYAmt
EOY$17,573,062EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$18,386,766BOYAmt
EOY$17,609,433EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$54,647,607BOYAmt
EOY$54,188,914EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$54,647,607BOYAmt
EOY$54,188,914EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$73,034,373BOYAmt
EOY$71,798,347EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,545,079ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$2,003,772NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,614,708OtherCostOrOtherBasisAmt
Depreciation$156,098DepreciationAmt
Book Value$1,458,610BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$350,543OtherCostOrOtherBasisAmt
Depreciation$322,580DepreciationAmt
Book Value$27,963BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,486,573TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
COMMON COLLECTIVE TRUSTS$21,462,751F
LIMITED PARTNERSHIPS$5,425,066F
103-12 INVESTMENT ENTITIES$6,858,299F
FieldValueIRS element (for citing)
Total Book Value Securities$33,746,116TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCURRENT BENEFIT OBLIGATIONSDesc
Amt$17,573,062Amt
FieldValueIRS element (for citing)
Total Liability$17,573,062TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$36,627,699TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$2,003,772NetUnrealizedGainsInvstAmt
Revenue Not Reported-$2,003,772RevenueNotReportedAmt
Revenue Subtotal$38,631,471RevenueSubtotalAmt
Investment Expenses Not Incld$165,342InvestmentExpensesNotIncldAmt
Other Revenues Not Included$406,655OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$571,997RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$39,203,468TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$37,860,610TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$37,860,610ExpensesSubtotalAmt
Investment Expenses Not Incld2$165,342InvestmentExpensesNotIncld2Amt
Other Expenses Not Included-$367,563OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt-$202,221ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$37,658,389TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart X, Line 2:FormAndLineReferenceDesc
ExplanationAS OF MAY 31, 2023, THERE WERE 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 PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS. AT MAY 31, 2023, THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO THE FISCAL YEAR ENDED MAY 31, 2020.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
frank gravina
trustee$0$121,683$0$0$0$43,293$0$77,166$0$31,071$0$273,213$0$0
ANTHONY GIUNTI
TRUSTEE$0$129,143$0$0$0$28,730$0$81,729$0$32,975$0$272,577$0$0
TERRY MUSTO
FUND ADMINISTRATOR$211,792$0$0$0$0$0$13,815$0$20,896$0$246,503$0$0$0
BRIAN BENSON
ASST ADMINISTRATOR$127,412$3,064$0$0$0$0$67,922$0$22,951$0$218,285$3,064$0$0
FRANK FURCO
former trustee$0$78,187$0$0$0$63,213$0$49,538$0$19,853$0$210,791$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11bTHE TRUSTEES AUTHORIZE THE FUND'S ADMINISTRATOR AND A DESIGNATED TRUSTEE TO REVIEW THE FORM 990 BEFORE IT'S FILED.
Form 990, Part VI, Section B, line 12cTHE TRUSTEES ARE GOVERNED BY THE TRUST DOCUMENT AND HAVE A FIDUCIARY RESPONSIBILITY UNDER ERISA TO ADMINISTER THE PLAN IN THE BEST INTEREST OF THE MEMBERSHIP. THE US DEPARTMENT OF LABOR REQUIRES ALL LABOR TRUSTEES TO REPORT ON FORM LM-30 POTENTIAL SITUATIONS WHERE THERE MAY BE CONFLICTS OF INTEREST. THIS INFORMATION IS OPEN TO THE PUBLIC.
Form 990, Part VI, Section B, line 15THE BOARD OF TRUSTEES REVIEW SALARIES AND COMPENSATION ANNUALLY FOR EACH EMPLOYEE OF THE FUND. ALL CHANGES IN COMPENSATION IS APPROVED AND DOCUMENTED IN THE CORRESPONDING BOARD MEETING.
Form 990, Part VI, Section C, line 19A SUMMARY ANNUAL REPORT IS DISTRIBUTED TO ALL PARTICIPANTS. PARTICIPANTS ARE ABLE TO REQUEST THE AUDITOR'S REPORT AND OTHER FINANCIAL INFORMATION FROM THE PLAN ADMINISTRATOR AND/OR THE US DEPARTMENT OF LABOR. ALSO, FORM 5500 IS OPEN TO PUBLIC INSPECTION THROUGH THE US DEPARTMENT OF LABOR.
Form 990, Part XII, Line 2c:the process hasnt changed from the prior year

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
IBEW LOCAL 701 PENSION FUND
28600 BELLA VISTA PARKWAYWARRENVILLEIL60555366455509PROVIDE PENSION BENEFITS TO PARTICIPANTSIL401(a)0
IBEW LOCAL 701 RETIREMENT SAVINGS FUND
28600 BELLA VISTA PARKWAYWARRENVILLEIL60555366455509RETIREMENT BENEFITSIL401(a)0
IBEW LOCAL 701 VACATION FUND
28600 BELLA VISTA PARKWAYWARRENVILLEIL60555362942688PROVIDE VACATION BENEFITS FOR PARTICIPANTSIL501(c)(9)0
IBEW LOCAL 701 SUPP UNEMPL BENEFIT FD
28600 BELLA VISTA PARKWAYWARRENVILLEIL60555364166378PROVIDE UNEMPLOYMENT BENEFITS FOR PARTICIPANTSIL501(c)(17)0
IBEW LOCAL 701 LMCC
28600 BELLA VISTA PARKWAYWARRENVILLEIL60555364017836ASSISTS MEMBERS AND EMPLOYERS FOR CONCERNS OUTSIDE CBAIL501C50
IBEW LOCAL 701 JATC
28600 BELLA VISTA PARKWAYWARRENVILLEIL60555362698479PROVIDES EDUCATION AND TRAINING TO MEMBERSIL501C30
IBEW LOCAL 701 UNION
28600 BELLA VISTA PARKWAYWARRENVILLEIL60555362151869TO ORGANAIZE ALL ELECTRICAL WORKERS IN JURISDICTIONIL501C50

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (27 entries)

AARDEMA ELECTRIC LLC
ADVENT SYSTEMS LLC DBA
APPLIED CONTROLS LLC
C & C SYSTEMS LLC
EXTRA ELECTRIC LLC
FIRETEK LLC
GRAND-KAHN ELECTRIC LLC
GREENWOOD SYSTEMS LLC
IDENTITY SERVICES LLC
IWIRE TECHNOLOGIES LLC
JAN ELECTRIC LLC
JP 6468 GROUP LLC
LOHBAUER ELECTRIC LLC
M T KELLEY ELECTRIC LLC
MJ ELECTRIC LLC
MERIT ELECTRIC LLC
NO SPARKS ELECTRIC LLC
PENTEGRA SYSTEMS LLC DB
PLATINUM COMMUNICATIONS LLC
QUANTUM CROSSINGS LLC
RISE ELECTRIC LLC
SHAMBAUGH & SON LP
SOUND OF MUSIC CO LTD
SPIRAL SERVICES LLC DBA
SRC ELECTRIC LLC
STINGWAY ELECTRIC LLC
WINDY CITY AV LLC

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (287 entries)

AR-CORE ENTERPRISE INC
NORMAN ELECTRIC INC
NESKO ELECTRIC COMPANY
NAPERVILLE ELECTRICAL C
NATIONAL ELECTRIC OF IL
NATIONAL TECHNOLOGIES D
NORTHWEST TECHNICAL
NU WAVE ELECTRIC OF ILL
NUCORE ELECTRIC INC
OLYMPIK SIGNS INC
OKEH ELECTRIC
OLSON & SONS ELECTRICAL
OMEGA ELECTRIC CO INC
OCARROLL ELECTRICAL CON
OMNI COMMERICAL LIGHTIN
OMEGA SIGN & LIGHTING I
ORION ELECTRIC & MAINT
OMEGA ELEC CO A DIV OF
PUBLIC ELECTRIC CONST C
CARLYN ELECTRICAL CONTR
PATRICK ELECTRIC
J M POLCURR INC
PRECISION CONTROL SYSTE
PIEPER ELECTRIC INC
MOXIE COMMUNICATIONS-CH
PROSPECT ELECTRIC COMPA
PINNER ELECTRIC INC
PROTEX INSTALLATIONS IN
PRIME ELECTRIC CO INC
PINNACLE SERVICES INC
PROGRESS ELECTRIC
PALOS ELECTRIC
PLATT ELECTRIC INC
PRO-ARC ELECTRICAL CONS
M3 ELECTRIC INC
M3 ELECTRICAL CONTRACTI
KTK ELECTRICAL CONTRACT
KAISER ELEC CONTRACTOR
KLASS ELECTRIC COMPANY
KELLENBERGER TECHNOLOGI
KDN SIGNS INC
LINEAR ELECTRICAL ENG I
LYONS ELECTRIC
LEYDEN ELECTRIC INC
LAUDERDALE ELECTRIC INC
LOMBARDI ELECTRIC INC
LIGHTNING COMMUNICATION
LOW VOLTAGE SOLUTIONS
LETECH
MARON ELECTRIC
MCWILLIAMS ELECTRIC
MEADE ELECTRIC
MID STATES CONTRACTING
FRANK MARSHALL ELECTRIC
MALKO COMMUNICATION SER
MIDWEST MECHANICAL GROU
MODERN SIGNS INC
M & S SECURITY SYS INC
MENDEL PLUMBING & HEATI
MZI ELECTRIC INC
MEDLIN COMMUNICATIONS
MIDWESTERN UNIVERSITY
MORSE ELECTRIC INC
MUSTANG CONSTRUCTION IN
MUZAK LIMITED PARTNERSH
MOHAWK ELECTRIC
KADLEC ELECTRIC
MECHANICAL SYSTEMS INC
PREFERRED ELECTRICAL CO
PACE SYSTEMS INC
PREMIUM ELECTRIC SERVIC
TERRANCE ELECTRIC & TEC
THORNE ELEC
TRI TECH ELECTRIC INC
TITLE ELECTRIC CO
THURSTON ELECTRICAL SPE
TRI-R SYSTEMS INCORPORA
THEO ELECTRIC
INTREN INC
TIMM ELECTRIC INC
THERM FLO INC
TIMCO INC
TURO ELECTRICAL CONTRS
TWIN ELECTRIC OF CHICAG
THOMPSON ELECTRONICS CO
TOTAL ELECTRIC INC
TITAN ELECTRIC
TRI-M ELECTRIC INC
WILSON ELECTRIC CO
WESTBROOK ELECTRIC CONS
WOOD DALE ELECTRICAL CO
WEST ELSDON ELECT INC
VERTICAL CONTRACTING SE
VADER ELECTRIC CHICAGO
SIGNCO INC
VALLEY ELECTRICAL CONTR
VOX ELECTRIC COMPANY IN
UNIVERSAL P & C INC
US DATACOMM INC
USA SECURITY SYSTEMS
UNIVERSAL POWER & CONTR
TECH ELECTRONICS OF ILL
VOLT ELECTRIC INC
S & S SYSTEMS OF AMERIC
SMG SECURITY HOLDINGS L
STANCY ELECTRIC INC
RAGS ELECTRIC INC
RJL GROUP INC
RYAN ELECTRICAL SERVICE
REX ELECTRIC & TECHNOLO
RLG POWER & CONTROL
THE RIGHT APPROACH INC
RANLIN ELECTRIC SERVICE
RYORIK INC DBABURNETT
RIDGEVIEW ELECTRIC
CA RILEY ELECTRIC CONST
RICHMOND ELECTRIC
PREMIER TECHNOLOGY GROU
PAGODA ELECTRIC INC
PEAK ELECTRIC INC
RENAISSANCE COMMUNICATI
KELLENBERGER ELECTRIC I
SCHEFFLER ELECTRIC
SHARMIK ELECTRIC
SEICO INC
SCHNEIDER ELECTRIC BLDG
SCHECK MECHANICAL CORP
SECURITY UNLIMITED INC
SPL INTEGRATED SOLUTION
SMC ELECTRICAL CORPORAT
SHAMROCK ELECTRIC CO IN
S & D ELECTRICAL CONTRS
SHILLELAGH ELECTRIC COR
SIEVERT ELECTRIC SERVIC
E STONE INC
S & M ELECTRIC INC
SUPER ELECTRIC CONSTRUC
SOUND INC
SHARLEN ELECTRIC
KROESCHELL ENGINEERING
KWASIGROCH ELECTRIC INC
K L ELECTRIC CO INC
COMPLETE ELECTRICAL SER
VIRGIL COOK & SON INC
CABLE ELECTRIC
CONNELLY ELECTRIC CO
CATTANEO ELECTRIC
CONCUR ELECTRIC
CURRENT COMMUNICATION &
CINCO ELECTRIC
CROSSTOWN ELECTRIC
C J POWER INC
CANINO ELECTRIC
COMMUNICATION SPECIALTI
CHICAGOLAND CABLING SOL
CBA MORRIS INC DBAAUST
CAMEO ELECTRIC INC
CLENNON ELECTRIC
COMMUNICATION ZONE INC
DYNAMIC ELECTRIC INC
DOYLE SIGNS INC
DESIGN ELECTRIC
CHICAGO VOICE AND DATA
CORRECT DIGITAL DISPLAY
CLIMATE PROS INC
BRANDENBURG ELECTRONIC
CORPORATE ELECTRIC INC
CUSUMANO ELECTRICAL SVS
CHICAGO POWER & COMMUNI
CORRECT ELECTRIC INC
CECO INC
CITY SERVICE ELECTRIC I
CONTINENTAL ELECTRIC
CONNOR ELECTRIC SERVICE
BLADE ELECTRIC & TECHNO
BALANCED LOAD ELECTRIC
BASSETT ELECTRICAL CONT
ARC 1 ELECTRIC INC
ABR COMMUNICATIONS
ACAMARD TECHNOLOGIES IN
AMERICAN ELECTRIC CONST
ANDERSON PUMP SERVICE
ABCO ELECTRICAL CONSTRU
ASHBURN POWER & LIGHT I
ADVANCED COMMUNICATIONS
BELMONT & LEAVITT DBA A
APPLIED COMMUNICATIONS
ADVANCED ELECT SYSTEMS
AMS MECHANICAL SYSTEMS
AMERICAN ELECTRICAL INC
ADVANCED DATA TECHNOLOG
ADVANCED WIRING SOLUTIO
DURKIN ELECTRIC COMPANY
ATOMATIC MECHANICAL SER
BEL-AIRE ELECTRIC
BARTON ELECTRIC INC
BME ELECTRIC INC
BEACON SALES SERVICE IN
BANDWIDTH MANAGEMENT IN
BERNARDONI ELECTRIC INC
BENCHMARK COMMUNICATION
ASSOCIATED ELECTRICAL C
BELEC ELECTRIC
BOSS ELECTRIC INC
BONUS ELECTRIC CO
BROWN ELECTRIC SERVICE
BLOCK ELECTRIC
BLAZE ELECTRIC
BERRY ELECTRIC
BENSON ELECTRICAL CONTR
HELM ELECTRIC FACILITY
DMH ENTERPRISES INCdba
DEMARC ELECTRIC AND COM
HARTMANN ELECTRIC CO IN
HEG CORPORATION
H & H ELECTRIC CO
HUSSMANN CORPORATION
HMM SYSTEMS INC
HAWK ENTERPRISES INC
HOMESTEAD ELECTRICAL CO
HUEN ELECTRIC INC
HIGH EFFICIENCY PROFFES
INTERSTATE ELECTRONICS
ILLINOIS BUSINESS COMMU
IMPERIAL LIGHTING MAINT
ICOM INC
IMG TECHNOLOGIES INC
INTEGRATED ELECTRICAL S
INTEGRATED CONTROL TECH
IDEAL ELECTRIC INC
KALISH ELECTRIC CO INC
KELSO-BURNETT
JONES ELECTRICAL CONTRA
JDR ELECTRIC COMPANY
JOHN BURNS ELECTRIC COM
JNS POWER & CONTROL SYS
HY-POWER ELECTRIC
J B CONTRACTING CORP
GIBSON ELECTRIC COMPANY
JOLEN ELECTRIC INC
J M S ELECTRIC INC
JAMERSON & BAUWENS ELEC
J J JONES & CO
RON JONES ELECTRIC INC
JASCO ELECTRIC
HELM ELECTRICAL SERVICE
HINSDALE ELECTRIC
HARDT ELECTRIC
EXPRESS SIGNS & LIGHTIN
EMERGING COMMUNICATIONS
ENGINEERED SERVICES INC
ELECTRIC ONE INC
EMM ELECTRIC INC DBAMO
EXCEL ELECTRIC INC
FIRST SECURITY SYSTEMS
ELECTRICAL CONTRACTORS
ELECTRICAL DESIGNS SYST
ELECTRICAL SYSTEMS INC
ELMUND & NELSON CO
DUAL TEMP OF ILLINOIS I
DECKER ELECTRIC
DELANEY TELECOM INCBLA
ELLIOTT ELECTRIC INC
D & T ELECTRIC INC
FOUR STAR ELECTRIC INC
FICEK ELECTRIC & COMMUN
GRACE POWER & CONTROL L
G4S SECURE INTEGRATION
GARDEN ELECTRIC INC
GEM INTEGRATION
GOORSKY ELECTRIC INC
GTS ELECTRIC INC
FITZGERALD ELECTRIC
G S ELECTRIC CO INC
GEARY ELECTRIC INC
THE BARTECH GROUP INC A
G & M ELECTRICAL CONTRA
FAIRFIELD ELECTRIC
FE MORAN SECURITY SOLUT
FACTOR ELECTRIC INC
GURTZ ELECTRIC
MARCHONE ELECTRICAL DES
AIRPORT ELECTRIC CO
ALDRIDGE ELECTRIC INC
ANCHOR ELECTRIC
ARGON ELECTRIC CO INC
AUTOMATIC BUILDING CONT
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd