2024-11-11T09:53:41-06:00 2023-12-31 SARFINO AND RHOADES LLP 11921 ROCKVILLE PIKE SUITE 501 NORTH BETHESDA MD 208522794 990 2023-01-01 526038507 ELECTRICAL WELFARE TRUST FUND % FUND MANAGER ELEC 3017311050 10003 DEREKWOOD LANE 130 LANHAM MD 20706 DAVE SINGLETON TRUSTEE 3017311050 2024-11-10 true true BRIAN W DOW CPA P00367740 3017705500 2023 2024-10-15 13:58:12Z DAVE SINGLETON 10003 DEREKWOOD LANE 130 LANHAM MD 20706 322536005 false X WWW.EWTF.ORG X 1949 MD TO PROVIDE WELFARE BENEFITS FOR ELIGIBLE PARTICIPANTS AS AGREED UPON BY THE NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION - WASHINGTON, DC CHAPTER AND IBEW LOCAL UNION NO. 26. 6 0 41 0 0 0 155653177 156562521 8143802 8434062 113020 25652 163909999 165022235 0 0 126618609 150243321 5545718 4402351 0 0 0 2047819 1852727 134212146 156498399 29697853 8523836 265625786 282005725 3118583 2532755 262507203 279472970 TO PROVIDE ACCIDENT, HOSPITAL, MEDICAL, SURGICAL, DENTAL, PRESCRIPTION, VISION, DISABILITY, EMPLOYEE ASSISTANCE, AND DEATH BENEFITS FOR ELIGIBLE PARTICIPANTS AS AGREED UPON BY THE NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION - WASHINGTON, DC CHAPTER AND INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 26. false false 150243321 HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR DEPENDENTS. 150243321 false false false false false false false false false true false false false true false true false false false false false false false false false false false false true false false false false false false false false false false false true false false true 1064 0 true 41 true false false false false false false false false X 6 0 false false false false false false false true true false false true true true true true true true true false X FUND MANAGER 3017311050 10003 DEREKWOOD LANE SUITE 130 LANHAM MD 20706 JOSEPH DABBS TRUSTEE 0.3 50.0 X 0 224346 45810 MICHAEL MCCARRON FUND Administrator 40.0 0.0 X 216964 0 38962 THOMAS MYERS TRUSTEE 0.3 50.0 X 0 194611 44918 Richard Murphy Trustee 0.3 50.0 X 0 175777 44353 CRYSTAL MILLIGAN CLAIMS DEPT MANAGER 40.0 0.0 X 171644 0 38962 ROBIN BALINT Retirement/Admin Dept Manager 40.0 0.0 X 151414 0 38962 SHARON RIVETT Claims Processor 40.0 0.0 X 118822 0 42555 Dawn Oakes Claims Processor 40.0 0.0 X 118201 0 41954 James Chambers IT SPECIALIST 40.0 0.0 X 113596 0 42196 BRIAN MOOREFIELD TRUSTEE 0.3 0.0 X 0 0 0 David Singleton TRUSTEE 0.3 0.0 X 0 0 0 Paul Mella Trustee 0.3 0.0 X 0 0 0 890641 594734 378672 11 false true false Bridgeway Benefit Technologies LLC IT Consulting 654312 Janus Associates Inc Consulting 477765 Chartwell Investment Partners Consulting 305138 Virta Medical PC Medical Consulting 319648 Continental Technologies Inc IT Security 265141 5 0 CONTRIBUTIONS FROM EMPLOYEES AND EMPLOYERS 900099 156562521 156562521 156562521 9983318 9983318 0 0 0 0 0 155964514 157513770 -1549256 -1549256 8297378 0 0 0 0 0 0 0 0 0 DATA ENTRY FEES 900099 24000 24000 MISCELLANEOUS INCOME 900099 1652 1652 25652 165022235 156588173 18280696 0 0 0 150243321 150243321 255926 255926 0 3132162 3132162 597408 597408 144553 144553 272302 272302 0 174963 174963 80750 80750 0 0 503203 503203 0 5859 5859 295762 295762 915287 915287 0 148343 148343 0 0 0 0 0 70305 70305 56580 56580 PRINTING 116050 116050 POSTAGE 94475 94475 CONSULTANTS 95350 95350 ACA FEES 78783 78783 -782983 -782983 156498399 150243321 6255078 X 21402621 188163 0 20182357 0 0 18024964 19604015 0 0 0 0 0 0 0 0 93272 102855 717973 614092 155296 103881 223901798 239859269 0 0 0 0 0 0 2047835 1965185 265625786 282005725 993672 563581 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2124911 1969174 3118583 2532755 X 0 0 0 0 262507203 279472970 262507203 279472970 265625786 282005725 X 8523836 8297378 144553 X false true X true false 55958 49485 6473 619563 522155 97408 42452 42452 0 103881 0 OPERATING LEASE LIABILITY 1969174 1969174 172816410 8297378 8297378 164519032 503203 503203 165022235 155850643 155850643 503203 144553 647756 156498399 FORM 990, SCHEDULE D, PART XII, LINE 4B Health payments to EWTF for EWTF employees. X X X X false false false JOSEPH DABBS TRUSTEE 224346 29179 16631 270156 THOMAS MYERS TRUSTEE 194611 28287 16631 239529 CRYSTAL MILLIGAN CLAIMS DEPT MANAGER 171644 22334 16628 210606 SHARON RIVETT Claims Processor 118822 24290 18265 161377 MICHAEL MCCARRON FUND Administrator 216964 22334 16628 255926 ROBIN BALINT Retirement/Admin Dept Manager 151414 22334 16628 190376 James Chambers IT SPECIALIST 113596 24134 18062 155792 Dawn Oakes Claims Processor 118201 23903 18051 160155 Richard Murphy Trustee 175777 27722 16631 220130 FORM 990, PART VI, LINE 19 DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, LINE 11B A COPY OF THE FINAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE BOARD OF TRUSTEES, PRIOR TO FILING. FORM 990, PART VI, LINE 12C MONITORING AND COMPLIANCE IS FACILITATED BY COMPLETION AND SUBMISSION OF A WRITTEN DISCLOSURE FORM BY ALL TRUSTEES, OFFICERS AND KEY EMPLOYEES, PROVIDING IN DETAIL ANY EVENTS THAT GIVE RISE TO CONFLICT OF INTEREST. FORM 990, PART VI, LINE 15 THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL AND ANY OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION ARE REVIEWED AND APPROVED BY A GROUP OF TRUSTEES WHO DO NOT HAVE CONFLICT OF INTEREST WITH RESPECT TO COMPENSATION ARRANGEMENT. COMPENSATION IS DETERMINED USING DATA OF COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. FORM 990, PART VI, LINE 1A AND 1B THE GOVERNING BODY CONSISTS OF SIX MEMBERS NONE OF WHOM ARE COMPENSATED BY THE ORGANIZATION. HOWEVER, ALL SIX ARE COMPENSATED BY EMPLOYERS THAT CONTRIBUTE TO THE VEBA AND ARE NOW CONSIDERED RELATED PARTIES BASED ON THE NEW INSTRUCTIONS OF THE FORM 990. THREE OF THE SIX ARE COMPENSATED BY FOR-PROFIT ENTITIES AND MEET THE VOLUNTEER EXEMPTION REQUIREMENT FOR REPORTING COMPENSATION ON THE FORM 990. FORM 990, PART XI, LINE 9 Health payments to EWTF for EWTF employees. see attached schedule NA false see attached schedule na see attached schedule false false true false false false false false false false false false false false false false false false false SEE ATTACHED SCHEDULE 1c CASH