2025-05-01T06:21:30-05:00 2024-06-30 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2023-07-01 520951104 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS' PENSION BENEFIT FUND INTE 2027286200 900 7TH STREET NW WASHINGTON DC 20001 PAUL NOBLE SECRETARY-TREASURER 2027286200 2025-01-15 1 1 ERIN CRANMER P01712644 2023319880 2025-04-23 2023 2025-03-06 01:10:19Z PAUL A NOBLE 900 7TH STREET NW WASHINGTON DC 20001 1751996733 0 X NONE X 1927 DC TO ORGANIZE ALL WORKERS FOR THEIR MORAL, ECONOMIC, SOCIAL ADVANCEMENT, CONDITION AND STATUS. 11 0 0 0 9072064 8385213 0 0 98918240 107027755 63421049 69378093 -1807348 -1584365 160531941 174821483 0 0 183090627 193352311 0 0 0 0 0 10362123 14798094 193452750 208150405 -32920809 -33328922 2455575793 2573431912 53254363 55362028 2402321430 2518069884 TO PROVIDE PENSION & DEATH BENEFITS TO QUALIFYING PARTICIPANTS OF THE PLAN. 0 0 PROVIDED PENSION & DEATH BENEFITS TO QUALIFYING PARTICIPANTS OF THE PLAN. 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 127100 0 1 0 1 1 1 CA 0 0 0 0 0 0 X 11 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X PAUL A NOBLE TRUSTEE 2027286200 900 7TH STREET NW WASHINGTON DC 20001 LONNIE R STEPHENSON TRUSTEE 1.00 44.00 X 0 890714 399427 KENNETH W COOPER TRUSTEE 1.00 44.00 X 0 498167 258410 PAUL A NOBLE TRUSTEE 1.00 44.00 X 0 487332 243341 JOSEPH P CALABRO TRUSTEE 1.00 10.00 X 0 58978 65925 MYLES J CALVEY TRUSTEE 1.00 10.00 X 0 59548 56985 LEROY J CHINCIO TRUSTEE 1.00 10.00 X 0 58884 65925 CHRISTOPHER ERICKSON TRUSTEE 1.00 10.00 X 0 69232 70410 WILLIAM W RILEY TRUSTEE 1.00 10.00 X 0 59548 65925 DANIEL L SHIREY TRUSTEE 1.00 10.00 X 0 58770 59656 BILL HAMILTON TRUSTEE 1.00 10.00 X 0 0 35526 DONALD B FINN TRUSTEE 1.00 10.00 X 0 58884 65925 TOM GRIFFITHS TRUSTEE 1.00 10.00 X 0 58481 38000 ZACHARY T CASSIDY TRUSTEE 1.00 10.00 X 0 0 920 MARK H CUNNINGHAM TRUSTEE 1.00 10.00 X 0 27617 45514 0 2386155 1471889 0 0 1 0 INT'L BROTHERHOOD OF ELECTRICAL WORKERS 900 7TH STREET NW WASHINGTON DC 20001 ADMINISTRATION 3027457 BNY MELLON 135 SANTILLI HIGHWAY EVERETT MA 02149 CUSTODIAN/ADMIN 1813688 ULLICO INVESTMENT ADVISORS 1625 I STREET NW WASHINGTON DC 20006 INVESTMENT MANAGEMENT 1089782 POTTS-DUPRE HAWKINS & KRAMER 900 7TH STREET NW STE 1020 WASHINGTON DC 20001 LEGAL SERVICES 577002 LOOMIS SAYLES & COMPANY LP ONE FINANCIAL CENTER BOSTON MA 02111 INVESTMENT MANAGEMENT 573709 10 PARTICIPANT CONTRIBUTI 561000 107027755 107027755 107027755 38848978 38848978 1607704365 1577175250 30529115 30529115 9072064 21457051 CURRENCY EXCHANGE LOSS 561499 -1584365 -1584365 -1584365 174821483 107027755 9072064 58721664 193352311 144365 74800 5719199 2097435 112936 UBIT TAXES 3740415 CONTRACT ADMINSTRATOR F 2900000 DUES AND SUBSCRIPTIONS 5500 MISCELLANEOUS 3444 208150405 303372 205669 8155337 10257262 6192343 6630384 149125 149125 2093576380 2206002007 336703905 330499779 10495331 19687686 2455575793 2573431912 635795 957633 12643179 13147019 39975389 41257376 53254363 55362028 X 2402321430 2518069884 2402321430 2518069884 2455575793 2573431912 -33328922 149077376 0 X X 0 1 X 1 0 0 LIMITED PARTNERSHIPS 330166526 F OTHER ALTERNATIVE INVESTMENTS 333253 F 330499779 SECURITY PURCHASES PENDING SETTLEMENT WITH BROKER 37902474 UBIT PAYABLE 2990000 DUE TO IBEW 364902 41257376 X 314439245 149077376 -3740415 145336961 169102284 5719199 5719199 174821483 198690791 0 198690791 5719199 3740415 9459614 208150405 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION. PLAN MANAGEMENT HAS DETERMINED THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE ADJUSTMENT TO, OR DISCLOSURE IN, THESE FINANCIAL STATEMENTS. THE PLAN IS NO LONGER SUBJECT TO FEDERAL AND STATE TAX EXAMINATIONS BY EITHER TAX AUTHORITY FOR YEARS BEFORE THE YEAR ENDED JUNE 30, 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: UBTI TAXES -3,740,415. PART XII, LINE 4B - OTHER ADJUSTMENTS: UBTI TAXES 3,740,415. 0 1 0 LONNIE R STEPHENSON TRUSTEE 0 890355 0 0 0 359 0 399120 0 307 0 1290141 0 0 KENNETH W COOPER TRUSTEE 0 448575 0 0 0 49592 0 231461 0 26949 0 756577 0 0 PAUL A NOBLE TRUSTEE 0 395694 0 0 0 91638 0 207452 0 35889 0 730673 0 0 PART I, LINE 4B PENSION BENEFITS AS PROVIDED BY THE INTERNATIONAL CONSTITUTION OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS EXCEED THE IRS QUALIFIED COMPENSATION LIMITS AND ARE THEREFORE PROVIDED BY A SUPPLEMENTAL RETIREMENT PLAN ON BEHALF OF THE IBEW'S INTERNATIONAL PRESIDENT AND INTERNATIONAL SECRETARY-TREASURER. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY SENIOR EXECUTIVE STAFF AND BOTH THE INTERNATIONAL PRESIDENT AND THE INTERNATIONAL SECRETARY TREASURER. FORM 990, PART VI, SECTION B, LINE 12C THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS POSTS ITS CONFLICT OF INTEREST POLICY ON ITS INTRANET AND ANNUALLY FOLLOWS UP ON ANY COMMUNICATIONS OF POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS ARE MADE AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 501(C)(2) 0 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 900 7TH STREET NW WASHINGTON DC 20001 530088380 LABOR UNION DC 501(C)(5) N/A 0 INT'L BROTHERHOOD OF ELECTRICAL WORKERS EDUCATIONAL COMMITTEE 900 7TH STREET NW WASHINGTON DC 20001 522257109 SEPARATE SEGREGATED FUND DC 527 INT'L BROTHERHOOD OF ELECTRICAL WORKERS 0 INT'L BROTHERHOOD OF ELECTRICAL WORKERS COPE VOLUNTARY 900 7TH STREET NW WASHINGTON DC 20001 526147771 SEPARATE SEGREGATED FUND DC 527 INT'L BROTHERHOOD OF ELECTRICAL WORKERS 0 PENSION PLAN FOR OFFICE EMPLOYEES OF THE IBEW 900 7TH STREET NW WASHINGTON DC 20001 530088380 PENSION PLAN DC 401(A) & 501(A) N/A 0 PENSION PLAN INTL OFF REPR& ASSIST OF IBEW 900 7TH STREET NW WASHINGTON DC 20001 530088380 PENSION PLAN DC 401(A) & 501(A) N/A 0 INT'L BROTHERHOOD OF ELECTRICAL WORKERS 401K PLAN 900 7TH STREET NW WASHINGTON DC 20001 530088380 PENSION PLAN DC 401(A) & 501(A) N/A 0 UNION ELECTRICAL INDUSTRY MASTER TRUST 900 7TH STREET NW WASHINGTON DC 20001 416511223 PENSION PLAN - MASTER TRUST DC 401(A) & 501(A) N/A 0 MONITOR INC 900 7TH STREET NW WASHINGTON DC 20001 161727562 PROMOTE & PROTECT THE ECONOMIC INTERESTS OF DOMESTIC MANUFACTURERS,SUPPLIERS DC 501(C)(6) N/A 0 IBEW HEADQUARTERS BUILDING LLC 601 THIRTEENTH STREET NW 300 WASHINGTON DC 20005 201187115 REAL ESTATE DC N/A 0 0 INDURE REAL ESTATE INVESTMENT TRUST INC 900 7TH STREET NW SUITE 600 WASHINGTON DC 20001 263698800 INVESTMENT IN REAL ESTATE DC IBEW PENSION BENEFIT FUND C -17370438 123740275 0.54730 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1