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IBEW-NECA SOUND AND COMMUNICATIONS HEALTH AND WELFARE TR: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
IBEW-NECA SOUND AND COMMUNICATIONS HEALTH AND WELFARE TR (EIN 77-0234638)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-30
IRS object ID
202223349349301012
Schema version
2021v4.2
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)
Return2022-11-30T11:56:00-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MILLER KAPLAN ARASE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1275 BATTERY ST STE 1800AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941113346ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770234638EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IBEWNECA SOUND AND COMMUNICATIONSBusinessNameLine1Txt
Business Name Line2HEALTH AND WELFARE PLANBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% UNITED ADMNSTRTV SVCSInCareOfNm
Business Name ControlIBEWBusinessNameControlTxt
Phone4082884400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16800 SANTA TERESA BLVD STE 100AddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95119ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDOUG LUNGPersonNm
Person TitleMANAGEMENT TRUSTEEPersonTitleTxt
Phone4082884400PhoneNum
Signature2022-11-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDOUGPersonFirstNm
Person LastLUNGPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMichael QuackenbushPreparerPersonNm
PTINP01480053PTIN
Phone4159563600PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDOUG LUNGPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16800 SANTA TERESA BLVD STE 100AddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95119ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$74,747,457GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1989FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionA HEALTH AND WELFARE PLAN TO PROVIDE BENEFITS TO ELIGIBLE PARTICIPANTS.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$63,885,331PYProgramServiceRevenueAmt
CY Program Service Revenue$67,519,432CYProgramServiceRevenueAmt
PY Investment Income$1,728,763PYInvestmentIncomeAmt
CY Investment Income$1,736,213CYInvestmentIncomeAmt
PY Other Revenue$1,176,870PYOtherRevenueAmt
CY Other Revenue$24,772CYOtherRevenueAmt
PY Total Revenue$66,790,964PYTotalRevenueAmt
CY Total Revenue$69,280,417CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$63,251,582PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$69,394,652CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,960,136PYOtherExpensesAmt
CY Other Expenses$1,987,754CYOtherExpensesAmt
PY Total Expenses$65,211,718PYTotalExpensesAmt
CY Total Expenses$71,382,406CYTotalExpensesAmt
PY Revenues Less Expenses$1,579,246PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$2,101,989CYRevenuesLessExpensesAmt
Total Assets BOY$80,989,294TotalAssetsBOYAmt
Total Assets EOY$87,357,845TotalAssetsEOYAmt
Total Liabilities BOY$36,048,446TotalLiabilitiesBOYAmt
Total Liabilities EOY$43,464,948TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$44,940,848NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$43,892,897NetAssetsOrFundBalancesEOYAmt
MissionA HEALTH AND WELFARE PLAN TO PROVIDE BENEFITS TO ELIGIBLE PARTICIPANTS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescA HEALTH AND WELFARE PLAN TO PROVIDE BENEFITS TO ELIGIBLE PARTICIPANTS.Desc
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonUNITED ADMNSTRTV SVCSPersonNm
Phone4082884400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16800 SANTA TERESA BLVD 100AddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95119ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DOUG LUNG
MANAGEMENT TRUSTEE1.00.0Yes (X)$0$0$0
RICK JENSEN
MANAGEMENT TRUSTEE1.00.0Yes (X)$0$0$0
DANIEL RODRIGUEZ
LABOR TRUSTEE1.00.0Yes (X)$0$0$0
HERB WATTS
LABOR TRUSTEE1.00.0Yes (X)$0$0$0
WILLIAM KUHR
MANAGEMENT TRUSTEE1.00.0Yes (X)$0$0$0
DAVID NELSON
LABOR TRUSTEE1.00.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
UNITED ADMINISTRATIVE SERVICES
6800 Santa Teresa Blvd Ste 100SAN JOSECA95119ADMINISTRATION$1,054,147
NAVIA BENEFIT SOLUTIONS
PO BOX 53250BELLEVUEWA98015HRA ADMINISTRATION$103,938
SMART SOURCE OF CA
26001 PALAMISSION VIEJOCA92691Website Designer$130,985
MILLER KAPLAN ARASE LLP
275 BATTERY ST STE 1800SAN FRANCISCOCA94111AUDIT$150,551
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
Total Contributions$0TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$67,126,860$67,126,860
PARTICIPANTS' SELF-PAYMENTS900099$392,572$392,572
FieldValueIRS element (for citing)
Total Program Service Revenue$67,519,432TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,703,253TotalRevenueColumnAmt
Exclusion$1,703,253ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,500,000SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$5,467,040SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$32,960SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$32,960TotalRevenueColumnAmt
Exclusion$32,960ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescLIQUIDATED DAMAGESDesc
Business900099BusinessCd
Total Revenue Column$24,772TotalRevenueColumnAmt
Related Or Exempt Func Income$24,772RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$24,772OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$69,280,417TotalRevenueColumnAmt
Related Or Exempt Func Income$67,544,204RelatedOrExemptFuncIncomeAmt
Exclusion$1,736,213ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$69,394,652TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$959,324TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$72,748TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$150,551TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$78,881TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$107,677TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$186,283TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$79,630TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,165TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$36,291TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
VISION ADMINISTRATIVE FEES$10,209
COST CONTAINMENT FEES$41,620
MEDICAL ADMINISTRATION FEES$27,367
NAVIA HRA ADMINISTRATIVE FEES$198,762

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$36,246TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$71,382,406TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$7,047,718BOYAmt
EOY$9,814,885EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,837,126BOYAmt
EOY$3,380,987EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

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

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,361,017BOYAmt
EOY$7,679,650EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

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

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

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

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

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

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

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

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$48,258,364BOYAmt
EOY$43,923,512EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$13,467,351BOYAmt
EOY$22,538,865EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$17,718BOYAmt
EOY$19,946EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$80,989,294BOYAmt
EOY$87,357,845EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$184,251BOYAmt
EOY$137,602EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

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

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

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

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$35,864,195BOYAmt
EOY$43,327,346EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$36,048,446BOYAmt
EOY$43,464,948EOYAmt
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$44,940,848BOYAmt
EOY$43,892,897EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$44,940,848BOYAmt
EOY$43,892,897EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$80,989,294BOYAmt
EOY$87,357,845EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$2,101,989ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,054,038NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
CY Minus3 Yr Endwmt FundCYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt FundCYMinus4YrEndwmtFundGrp
LandLandGrp
BuildingsBuildingsGrp
Leasehold ImprovementsLeaseholdImprovementsGrp
EquipmentEquipmentGrp
Other Land BuildingsOtherLandBuildingsGrp
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescCOMMON/COLLECTIVE FUNDDesc
Book Value$22,538,865BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$22,538,865TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescBENEFIT OBLIGATIONSDesc
Amt$43,327,346Amt
FieldValueIRS element (for citing)
Total Liability$43,327,346TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$70,334,455TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,054,038NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,054,038RevenueNotReportedAmt
Revenue Subtotal$69,280,417RevenueSubtotalAmt
Total Revenue Per Form990$69,280,417TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$63,840,374TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$63,840,374ExpensesSubtotalAmt
Investment Expenses Not Incld2$78,881InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$7,463,151OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$7,542,032ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$71,382,406TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
PART XII, LINE 4b:CHANGE IN BENEFIT OBLIGATIONS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART VI, SECTION B, LINE 11B:THE PLAN WORKS WITH ITS CPA FIRM TO PROVIDE INFORMATION FOR THE FILING OF THE FORM 990. ONCE IT IS PREPARED, PLAN MANAGEMENT AND GOVERNING BODY OF THE PLAN REVIEW IT PRIOR TO SIGNING AND FILING.
PART VI, SECTION B, LINE 12C:THE BOARD OF TRUSTEES AND ALL PROFESSIONALS ARE AWARE OF THE CONFLICT OF INTEREST POLICY AND ARE TO CONTACT LEGAL COUNSEL IF ANY POTENTIAL CONFLICTS ARISE.
PART VI, SECTION C, LINE 19:GENERALLY, THE DOCUMENTS LISTED ARE NOT MADE AVAILABLE TO THE PUBLIC, WITH THE EXCEPTION OF THOSE DOCUMENTS REQUIRED BY LAW TO BE MADE AVAILABLE. DOCUMENTS REQUIRED ARE MADE AVAILABLE FOR INSPECTION UPON WRITTEN REQUEST TO THE PLAN'S ADMINISTRATIVE OFFICE.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

NCECI
KAISER FOUNDCONSTRUCTION
ELECTRICAL JATC
IBEW LOCAL 332
NO CA & NO NEV S&C JATC

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (259 entries)

24 Hour Tek
AV West Sales Inc
ABLE ENGINEERING SERVICES
ACCESS COMMUNICATIONS
ACS DATALINE OF THE NW
Air Systems Inc
AECO SYSTEMS
ALBARELL ELECTRIC
AL'S CERTIFIED SAFE
ANDERSON AUDIO VISUAL
AtlasPellizzari Electric Inc
ARKTOS INC
Avc Solutions Inc
B & C TRANSIT INC
BEI CONSTRUCTION
BALFOUR BEATTY RAIL INC
BANISTER ELECTRICAL INC
BAUER CABLING SOLUTIONS
BAXTER ELECTRIC
BECI ELECTRIC
BEDARD CONTROLS INC
BOCKMON & WOODY ELECTRIC
AVDB GROUP CALIFORNI
CH REYNOLDS ELECTRIC
CAL COAST TELECOM
CAL-COMMUNICATION SERV
CAL-NETWORK INC
CAPITOL COMMUNICATIONS
CBF INC
CENTRAL CA ELECTRONICS
CENTRAL COAST SYSTEMS
COCHRANE ELECTRIC
CODA TECHNOLOGY GROUP
CODE RED COMMUNICATIONS
COMMERCIAL CONTROLS
COMMUNICATION TECH SERV
COMTEL SYSTEMS TECH INC
CONTRA COSTA ELECTRIC INC
CONTROLLED ENERGY
CORPORATE CONSTRUCTION
COSCO FIRE PROTECTION
CSI ELECTRICAL CONST
CUPERTINO ELECTRIC INC
DAL TECHNOLOGY INC
DAN DAVIS
DATA KABLE TECHNOLOGY INC
DAWSON ELECTRIC
DECKER ELECTRIC
DECOTECH SYSTEMS INC
DESIGN ELECTRIC
DIGITAL DESIGN COMM
DIGITECH INTEGRATION INC
ELECTRONIC TECHNOLOGIES
EMT ELECTRICAL CONST
EPICO SYSTEMS INC
FISK ELECTRIC
GILLS ELECTRIC INC
H A BOWEN ELECTRIC
IDT TELECOM DATA INC
IMG TECHNOLOGIES
INDUSTRIAL ELEC SYS INC
INTREPID ELECTRONIC SYSTEM
ISETTA DATA & COMM
JLP LOW VOLTAGE
JOE LUNARDI ELECTRIC
KEY SECURITY DESIGNS CORP
KINGSTON CONTRACTING INC
L B CONSTRUCTION
LLOYD F MCKINNEY ASSOC
LYNCH ELECTRIC
MC CLURE ELECTRIC
MCMILLAN ELECTRICAL
MDE ELECTRIC COMPANY
METROPOLITAN ELECT CONST
MORROW MEADOWS CORP
MORTON SMITH ELECTRIC
MR WIRE
MUZAK LIMITED PARTNERSHIP
NEMA CONSTRUCTION
NETRONIX INTEGRATED INC
OR ENTERPRISES INC
O'ROURKE ELECTRIC
OXFORD FIRE
PACIFIC SIGNALING SYSTEMS
PACIFIC WEST SECURITY
PAGANINI COMMUNIC INC
PCD
POINT 1 ELECTRICAL SYSTEM
QUALITY SOUND
RTS SYSTEMS & DESIGN
RED TOP ELECTRIC
REDWOOD ELECTRIC
RELIANCE ENGINEERING INC
RIVER ELECTRIC INC
ROADWAY ENGINEERING WRKS
ROSENDIN ELECTRIC
SCHETTER ELECTRIC CO
SCOTT CONTROLS
SECURECOM INC
SECURITY INTEGRATORS INC
SELECTRIC SERVICES
SEQUOYAH ELECTRIC
SERB SYSTEMS INC
SIGNAWEST SYSTEMS INC
SOUND & SIGNAL INC
SOUTHWEST DATA COM CORP
SPRIG ELECTRIC
ST FRANCIS ELECTRIC-RESID
STARLITE ELECTRIC CO
STATUS ELECTRICAL CORP
SYSTEMS ELECTRIC
SYSTEMS MECHANICAL INC
T & R COMMUNICATIONS
THE FACILITIES GROUP
TIM R TRULL ELECTRIC
US ELECTRIC TECHNOLOGY
WALKER COMMUNICATIONS
WALKER TELECOM INC
WATSON ELECTRIC INC
WEST-COMM AND TV INC
WILLIAM D WHITE COINC
XL COMMUNICATIONS INC
YOUNG ELECTRIC
AJK Communications
Albert Electric LLC
Allen Electrical Contracting
Alvah Contractors Inc
American Eagle Systems Inc
American Electrical Services
B3 Solutions Inc
BACS Consulting Group INC
Barn Electric Company Inc
Best Electrical Company Inc
Black & Veatch Construction
Blastac Electric Inc
Blocka Construction Inc
BME Electrical Construction
BOS Electric
Boscacci Inc DBA Amp Electric
Boyett Construction Inc
Brayer Electric Company
Building Electronic Controls
Cache Valley Electric
Cal-West Lighting & Signal
CalTek Communications
Campbell Family Electric Inc
Central Valley Electric Inc
COMMUNICATION NETWORK
Conti Corporation
Control Line Electric Inc
Crockett Electric Co
Crosstown Electrical & Data
Dan Electric
Dave Partain dba DEK Electric
Delucchi Electric Inc
DW Nicholson Corporation
E L Labor Inc
E W Scott Electric Company
Edward W Scott Electric Co
Elcor Electric Inc
Engeihart Electric Co Inc
Example Electric Inc
Extenda Networks Inc
FAMCO
Fidato
Fire Detection Unlimited Inc
G & T Communications Corp
Gator Home Systems
GB Manchester Inc
GC Security Design Inc
Goold Electric
Grafton Electric
ICS- Integrated Communication
IBEW Local #617 (SUP)
IDEX GLOBAL SERVICES
Imperial Valley Electric Inc
Innovative High Technology
Integrated Security Controls
Intermountain Electric Comp
Jenelectric
JH Kelly LLC
John's Electric
Justice Systems Corporation
Kaiser Permanente
Kami's Test Account
Kelly Network Solutions
L & H Airco Inc
Level 3 AV CA INC
Liberty Electric of San Mateo
Lightning Electric
Long Electric Company
Low Voltage System Integrat
MB Herzog Electric Inc
Magnetarus Inc
McMiIlan Data Communication
McMillan Security Systems
MCOR TELECOM INC
McPeak Electric Inc
MDE North Inc
MIKE BROWN ELECTRIC
Morse Electric Inc
MP Nexlevel of California
Niles Electric Co Inc
Northern States Electric
OLSON ELECTRIC SERVICES
On Electric Group Inc
PAC Integrations Inc
Pacific Metro Electric Inc
Paganini Electric Corporation
Parsons Electric
Pfeiffer Electric Co Inc
Phoenix Electrical Company
Polk Communications Inc
Power Telecomm & Security
Practical Energy Solutions
Precision Fiber Optics Inc
Prime Electric
Professional Telecommunications
R & D ELECTRIC
R Orange Inc
Ray's Electric
RC Electric Inc
Reliable Fire and Security
Rosendin Electric - OC
SAC VALLEY ELECTRIC INC
Santa Clara County Electrical
SASCO Payroll
Schneider Electric Buildings
Shambaugh and Son
Sierra Electric
Signal Perfection Ltd
Simplex Grinnell LP
Smith & Sons Electric Inc
So Cal Access Inc
Sornar Electric Inc
Southland Electric Inc
Steiny and Company Inc
Sun Systems Technology
Sunbelt Controls Inc
Sunflower Electric
Superior Electric Inc
Technology Infrastructure
Tennyson Electric Inc
Testing Acct Sprig
Thorna Electric
Thompson Electric
Trofholz Technologies Inc
TTRS Inc
United California Access & S
Valley Communications INC
VECA Electric & Technologies
Victory Electric
Voltage Specialists
W Bradley Electric
W Bradley Electric #2
WALKER CABLING
Warm Springs Constructors
WATT ELECTRIC INC
Zenith Electric LLC
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd