STRATEGY STUDIO / PUBLIC DATA EXPLORER

IBEW ELECTRIAL WORKERS GENERAL WELFARE FUND: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
IBEW ELECTRIAL WORKERS GENERAL WELFARE FUND (EIN 36-2951116)
Tax period
2020-06-01 to 2021-05-31
Filed
2022-02-21
IRS object ID
202200529349301055
Schema version
2020v4.2
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)
Return2022-02-21T11:40:04-06:00ReturnTs
Tax Period End2021-05-31TaxPeriodEndDt

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 Begin2020-06-01TaxPeriodBeginDt

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 No 1110AddressLine1Txt
CityWARRENVILLECityNm
State AbbreviationILStateAbbreviationCd
ZIP60555ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFRANK FURCOPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6303931701PhoneNum
Signature2022-02-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstFRANKPersonFirstNm
Person LastFURCOPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCOREY BILKEYPreparerPersonNm
PTINP00499751PTIN
Phone3126550037PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

US Address USAddress

FieldValueIRS element (for citing)
Address Line128600 BELLA VISTA PARKWAY No 1110AddressLine1Txt
CityWARRENVILLECityNm
State AbbreviationILStateAbbreviationCd
ZIP60555ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$42,234,328GrossReceiptsAmt
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 Body10VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee63TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$35,213,132PYProgramServiceRevenueAmt
CY Program Service Revenue$33,780,128CYProgramServiceRevenueAmt
PY Investment Income$1,791,416PYInvestmentIncomeAmt
CY Investment Income$1,166,049CYInvestmentIncomeAmt
PY Other Revenue$398,603PYOtherRevenueAmt
CY Other Revenue$379,374CYOtherRevenueAmt
PY Total Revenue$37,403,151PYTotalRevenueAmt
CY Total Revenue$35,325,551CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$32,821,580PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$32,008,930CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,189,913PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,165,449CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,974,907PYOtherExpensesAmt
CY Other Expenses$1,771,289CYOtherExpensesAmt
PY Total Expenses$35,986,400PYTotalExpensesAmt
CY Total Expenses$34,945,668CYTotalExpensesAmt
PY Revenues Less Expenses$1,416,751PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$379,883CYRevenuesLessExpensesAmt
Total Assets BOY$64,383,999TotalAssetsBOYAmt
Total Assets EOY$73,479,302TotalAssetsEOYAmt
Total Liabilities BOY$16,486,931TotalLiabilitiesBOYAmt
Total Liabilities EOY$17,258,321TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$47,897,068NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$56,220,981NetAssetsOrFundBalancesEOYAmt
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 Document2516IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee63EmployeeCnt
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 Members10GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
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)$3,140$0$2,0143.00
ANTHONY MULIZIO
TRUSTEE3.00Yes (X)$0$0$0
FRANK FURCO
TRUSTEE3.00Yes (X)$0$152,475$111,19540.00
WILLIAM DREW
TRUSTEE3.00Yes (X)$3,301$6,414$2,6353.00
BRIAN HAUG
FORMER TRUSTEE3.00Yes (X)$0$0$0
KEVIN CONNELLY
TRUSTEE3.00Yes (X)$0$0$0
ROBERT PANATERA
TRUSTEE3.00Yes (X)$1,660$2,775$1,4213.00
ANTHONY GIUNTI
TRUSTEE3.00Yes (X)$0$146,031$106,79340.00
FRANCIS SIKORA
TRUSTEE3.00Yes (X)$0$0$0
BRUCE CREEN
TRUSTEE3.00Yes (X)$0$0$0
BRIAN BENSON
ASST ADMINISTRATOR40.00$125,781$2,973$78,7723.00Yes (X)
TERRY MUSTO
FUND ADMINISTRATOR40.00$213,281$0$36,240Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$347,163TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$310,668TotReportableCompRltdOrgAmt
Total Other Compensation$339,070TotalOtherCompensationAmt
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$890,955CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$29,594,466$29,594,466
RETIRED PARTICIPANT CONTRB900099$3,894,834$3,894,834
ACTIVE PARTICIPANT CONTRIB900099$290,828$290,828
FieldValueIRS element (for citing)
Total Program Service Revenue$33,780,128TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,095,602TotalRevenueColumnAmt
Exclusion$1,095,602ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$6,979,224SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$6,908,777SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$70,447SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$70,447TotalRevenueColumnAmt
Exclusion$70,447ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescREIMBURSED PAYROLL, TAXES & BENEFDesc
Business900099BusinessCd
Total Revenue Column$379,374TotalRevenueColumnAmt
Related Or Exempt Func Income$379,374RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$379,374OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$35,325,551TotalRevenueColumnAmt
Related Or Exempt Func Income$34,159,502RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,166,049ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$32,008,930TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$14,404TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$736,468TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$158,381TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$197,520TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$58,676TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$55,279TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$65,382TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$165,967TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,027,046TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$154,206TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$82,574TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$112,872TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,468TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$60,909TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$45,586TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$34,945,668TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,577,792BOYAmt
EOY$1,945,883EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,325,617BOYAmt
EOY$2,568,409EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,087,405BOYAmt
EOY$2,322,871EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$486,446BOYAmt
EOY$476,694EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$337,314LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$295,647LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$85,862BOYAmt
EOY$41,667EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$22,803,390BOYAmt
EOY$29,777,119EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$33,984,332BOYAmt
EOY$36,340,644EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$33,155BOYAmt
EOY$6,015EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$64,383,999BOYAmt
EOY$73,479,302EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$35,534BOYAmt
EOY$38,458EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$16,451,397BOYAmt
EOY$17,219,863EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$16,486,931BOYAmt
EOY$17,258,321EOYAmt
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$47,897,068BOYAmt
EOY$56,220,981EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$47,897,068BOYAmt
EOY$56,220,981EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$64,383,999BOYAmt
EOY$73,479,302EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$379,883ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$7,944,030NetUnrlzdGainsLossesInvstAmt
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

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$337,314OtherCostOrOtherBasisAmt
Depreciation$295,647DepreciationAmt
Book Value$41,667BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$41,667TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
COMMON COLLECTIVE TRUSTS$23,645,919F
LIMITED PARTNERSHIPS$5,154,769F
103-12 INVESTMENT ENTITIES$7,539,956F
FieldValueIRS element (for citing)
Total Book Value Securities$36,340,644TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
CURRENT BENEFIT OBLIGATIONS$17,013,863
paycheck protection program loan$206,000
FieldValueIRS element (for citing)
Total Liability$17,219,863TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$42,724,240TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$7,944,030NetUnrealizedGainsInvstAmt
Revenue Not Reported$7,944,030RevenueNotReportedAmt
Revenue Subtotal$34,780,210RevenueSubtotalAmt
Investment Expenses Not Incld$165,967InvestmentExpensesNotIncldAmt
Other Revenues Not Included$379,374OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$545,341RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$35,325,551TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$33,837,861TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$33,837,861ExpensesSubtotalAmt
Investment Expenses Not Incld2$165,967InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$941,840OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1,107,807ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$34,945,668TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part X, Line 2:AS OF MAY 31, 2021, 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, 2021, THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO THE FISCAL YEAR ENDED MAY 31, 2018.
Part XI, Line 4b - Other Adjustments:REIMBURSED PAYROLL, TAXES, AND BENEFITS 379,374.
Part XII, Line 4b - Other Adjustments:INCREASE IN CURRENT BENEFIT OBLIGATIONS 562,466. REIMBURSED PAYROLL, TAXES, AND BENEFITS 379,374.

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 FURCO
TRUSTEE$0$130,585$0$0$0$21,890$0$78,798$0$32,397$0$263,670$0$0
ANTHONY GIUNTI
TRUSTEE$0$125,285$0$0$0$20,746$0$75,705$0$31,088$0$252,824$0$0
TERRY MUSTO
FUND ADMINISTRATOR$207,281$0$0$0$6,000$0$16,650$0$19,590$0$249,521$0$0$0
BRIAN BENSON
ASST ADMINISTRATOR$125,781$2,973$0$0$0$0$59,002$0$19,770$0$204,553$2,973$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 has not 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 (23 entries)

ADVENT SYSTEMS LLC DBA
APPLIED CONTROLS LLC
C & C SYSTEMS LLC
FINNEYS ELECTRIC LLC
GRAND-KAHN ELECTRIC LLC
IDENTITY SERVICES LLC
IWIRE TECHNOLOGIES LLC
JAN ELECTRIC LLC
LOHBAUER ELECTRIC LLC
MJ ELECTRIC LLC
MEERSMAN ELECTRIC LTD
M T KELLEY ELECTRIC LLC
NO SPARKS ELECTRIC LLC
PENTEGRA SYSTEMS LLC DB
QUANTUM CROSSINGS LLC
RISE ELECTRIC LLC
SOUND OF MUSIC CO LTD
SHAMBAUGH & SON LP
SPIRAL SERVICES LLC DBA
TRI-CITY ELECTRIC LLC
WINDY CITY AV LLC
WCP SOLAR SERVICES LLC
FIRETEK LLC

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (296 entries)

AIRPORT ELECTRIC CO
ALDRIDGE ELECTRIC INC
ANCHOR ELECTRIC
AUTOMATIC BUILDING CONT
AMC TELEPHONE SERVICE I
AR-CORE ENTERPRISE INC
ARCO ELECTRIC COMPANY
ADVANCED DATA TECHNOLOG
AMS MECHANICAL SYSTEMS
APPLIED COMMUNICATIONS
BELMONT & LEAVITT DBA A
ADVANCED WIRING SOLUTIO
ADVANCED COMMUNICATIONS
APOLLO K ELECTRIC
ABCO ELECTRICAL CONSTRU
ANDERSON PUMP SERVICE
AMERICAN ELECTRIC CONST
ACAMARD TECHNOLOGIES IN
ABR COMMUNICATIONS
ARC 1 ELECTRIC INC
ASHBURN POWER & LIGHT I
ATOMATIC MECHANICAL SER
ASSOCIATED ELECTRICAL C
BEL-AIRE ELECTRIC
BELCORE ELECTRIC
BERRY ELECTRIC
BLAZE ELECTRIC
BLOCK ELECTRIC
BROWN ELECTRIC SERVICE
BONUS ELECTRIC CO
BOSS ELECTRIC INC
BENSON ELECTRICAL CONTR
BELEC ELECTRIC
BENCHMARK COMMUNICATION
BERNARDONI ELECTRIC INC
BANDWIDTH MANAGEMENT IN
BEACON SALES SERVICE IN
BEERY HEATING & COOLING
BME ELECTRIC INC
BARTON ELECTRIC INC
BARTLETT POWER & LIGHTI
BASSETT ELECTRICAL CONT
BALANCED LOAD ELECTRIC
BLACKHAWK ELECTRICAL CO
BLADE ELECTRIC & TECHNO
BRANDENBURG ELECTRONIC
COMPLETE ELECTRICAL SER
VIRGIL COOK & SON INC
CABLE ELECTRIC
CONNELLY ELECTRIC CO
CATTANEO ELECTRIC
CANDOR ELEC
CONCUR ELECTRIC
COMMERCIAL ELECTRONIC S
CURRENT COMMUNICATION &
CINCO ELECTRIC
CROSSTOWN ELECTRIC
C J POWER INC
CANINO ELECTRIC
COMMUNICATION SPECIALTI
CBA MORRIS INC DBAAUST
CAMEO ELECTRIC INC
COMMUNICATION ZONE INC
CONTINENTAL ELECTRIC
CITY SERVICE ELECTRIC I
CECO INC
CORRECT ELECTRIC INC
CUSUMANO ELECTRICAL SVS
CONNOR ELECTRIC SERVICE
CORPORATE ELECTRIC INC
CLIMATE PROS INC
CORRECT DIGITAL DISPLAY
DESIGN ELECTRIC
DOYLE SIGNS INC
DYNAMIC ELECTRIC INC
DONGARRA ELECTRIC CO IN
DURKIN ELECTRIC COMPANY
DMH ENTERPRISES INCdba
DATA CABLE SOLUTIONS IN
D & T ELECTRIC INC
DEMARC ELECTRIC AND COM
DELANEY TELECOM INCBLA
DECKER ELECTRIC
DUAL TEMP OF ILLINOIS I
ELMUND & NELSON CO
ELECTRICAL DESIGNS SYST
ELECTRICAL CONTRACTORS
EXCEL ELECTRIC INC
ELECTRIC ONE INC
ENGINEERED SERVICES INC
ECO LIGHTING SERVICES A
EMERGING COMMUNICATIONS
EXPRESS SIGNS & LIGHTIN
HIGH VOLTAGE ELECTRIC T
FROST ELECTRIC
FIRST SECURITY SYSTEMS
FENNELL ELECTRIC INC
FITZGERALD ELECTRIC
FICEK ELECTRIC & COMMUN
FACTOR ELECTRIC INC
FE MORAN SECURITY SOLUT
GIM ELECTRIC CO INC
G & M ELECTRICAL CONTRA
THE BARTECH GROUP INC A
GEARY ELECTRIC INC
GURTZ ELECTRIC
GREATLINE COMMUNICATION
GREAT LAKES ELECTRICAL
GIGALINK INC
G S ELECTRIC CO INC
GTS ELECTRIC INC
GOORSKY ELECTRIC INC
GARDEN ELECTRIC INC
GEO SERVICES INCdba S&
GATZA ELECTRICAL CONTRA
G4S SECURE INTEGRATION
GRACE POWER & CONTROL L
J HAMILTON ELECTRIC
HARDT ELECTRIC
HINSDALE ELECTRIC
HELM ELECTRICAL SERVICE
HY-POWER ELECTRIC
HEG CORPORATION
H & H ELECTRIC CO
HUSSMANN CORPORATION
HMM SYSTEMS INC
HAWK ENTERPRISES INC
HALM ELEC CONTR INC
HOLMGREN ELECTRIC INC
HOMESTEAD ELECTRICAL CO
HUEN ELECTRIC INC
HIGH EFFICIENCY PROFFES
INTERSTATE ELECTRONICS
ILLINOIS BUSINESS COMMU
ICOM INC
IMG TECHNOLOGIES INC
INTEGRATED ELECTRICAL S
INTEGRATED CONTROL TECH
IDEAL ELECTRIC INC
ITOR INC
RON JONES ELECTRIC INC
J J JONES & CO
JAMERSON & BAUWENS ELEC
JOLEN ELECTRIC INC
GIBSON ELECTRIC COMPANY
JASCO ELECTRIC
J B CONTRACTING CORP
JNS POWER & CONTROL SYS
J C POWER & CONTROL INC
JDR ELECTRIC COMPANY
JONES ELECTRICAL CONTRA
KELSO-BURNETT
KALISH ELECTRIC CO INC
K L ELECTRIC CO INC
KREYKES ELECTRIC INC
KAVANAUGH ELECTRIC INC
KWASIGROCH ELECTRIC INC
KROESCHELL ENGINEERING
KELLENBERGER ELECTRIC I
KTK ELECTRICAL CONTRACT
KLASS ELECTRIC COMPANY
KRAUSE ELECTRICAL CONTR
KELLENBERGER TECHNOLOGI
KDN SIGNS INC
LINEAR ELECTRICAL ENG I
LYONS ELECTRIC
LEYDEN ELECTRIC INC
LOHBAUER ELECTRIC INC
LAUDERDALE ELECTRIC INC
LOMBARDI ELECTRIC INC
LOW VOLTAGE SOLUTIONS
LETECH
MARON ELECTRIC
MCWILLIAMS ELECTRIC
MEADE ELECTRIC
MEANY ELECTRIC
MID STATES CONTRACTING
KADLEC ELECTRIC
MOHAWK ELECTRIC
MIDWEST INTERSTATE ELEC
MUZAK LIMITED PARTNERSH
MUSTANG CONSTRUCTION IN
MORSE ELECTRIC INC
MIDWESTERN UNIVERSITY
MECHANICAL SYSTEMS INC
MEDLIN COMMUNICATIONS
MENDEL PLUMBING & HEATI
M & S SECURITY SYS INC
MIV INC
MODERN SIGNS INC
MIDWEST MECHANICAL GROU
MALKO COMMUNICATION SER
FRANK MARSHALL ELECTRIC
M3 ELECTRICAL CONTRACTI
MZI ELECTRIC INC
M3 ELECTRIC INC
NESKO ELECTRIC COMPANY
NAPERVILLE ELECTRICAL C
NATIONAL ELECTRIC OF IL
NUWAVE ELECTRIC INC
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
PROGRESS ELECTRIC
PINNACLE SERVICES INC
PRIME ELECTRIC CO INC
PROTEX INSTALLATIONS IN
PINNER ELECTRIC INC
PLATT ELECTRIC INC
PHOENIX SYSTEMS & SERVI
PRECISION CONTROL SYSTE
PATRICK ELECTRIC
CARLYN ELECTRICAL CONTR
PUBLIC ELECTRIC CONST C
PRO-ARC ELECTRICAL CONS
PREFERRED ELECTRICAL CO
PRECISION CONTROL SYSTE
PACE SYSTEMS INC
PREMIUM ELECTRIC SERVIC
PEAK ELECTRIC INC
PREMIER TECHNOLOGY GROU
PRECISION CONTROL SYSTE
QUICK ELEC CO
REHM ELECTRIC
RICHMOND ELECTRIC
CA RILEY ELECTRIC CONST
RENAISSANCE COMMUNICATI
RYORIK INC DBABURNETT
RLG POWER & CONTROL
REX ELECTRIC & TECHNOLO
RYAN ELECTRICAL SERVICE
RJL GROUP INC
RAPTOR INDUSTRIES INC
RAGS ELECTRIC INC
SCHEFFLER ELECTRIC
SHAMROCK ELECTRIC CO IN
SHARMIK ELECTRIC
SHORELINE ELECTRIC COMP
SOUND INC
SUPER ELECTRIC CONSTRUC
S & M ELECTRIC INC
SIEVERT ELECTRIC SERVIC
SHARLEN ELECTRIC
S & D ELECTRICAL CONTRS
SMC ELECTRICAL CORPORAT
SPL INTEGRATED SOLUTION
SECURITY UNLIMITED INC
SCHECK MECHANICAL CORP
SWEDBERG ELECTRIC INC
SCHNEIDER ELECTRIC BLDG
SMG SECURITY HOLDINGS L
S & S SYSTEMS OF AMERIC
SONOMA ELECTRICAL SERVI
SIGNCO INC
TERRANCE ELECTRIC & TEC
THORNE ELEC
TRI TECH ELECTRIC INC
THURSTON ELECTRICAL SPE
TRI-R SYSTEMS INCORPORA
THEO ELECTRIC
INTREN INC
TIMM ELECTRIC INC
THERM FLO INC
TIMCO INC
TWIN ELECTRIC OF CHICAG
THOMPSON ELECTRONICS CO
TOTAL ELECTRIC INC
TITAN ELECTRIC
TRI-M ELECTRIC INC
TALON ELECTRIC COMPANY
TECH ELECTRONICS OF ILL
TRIGON INTERNATIONAL CO
UNIVERSAL POWER & CONTR
USA SECURITY SYSTEMS
US DATACOMM INC
UNIVERSAL P & C INC
VOX ELECTRIC COMPANY IN
VOLT ELECTRIC INC
VALLEY ELECTRICAL CONTR
VADER ELECTRIC CHICAGO
VERTICAL CONTRACTING SE
WEST ELSDON ELECT INC
WOOD DALE ELECTRICAL CO
WESTBROOK ELECTRIC CONS
WOLF ELECTRIC INC
WILSON ELECTRIC CO
HELM ELECTRIC FACILITY
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