2022-11-08T15:36:16-06:00 2022-06-30 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2021-07-01 520951104 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS' PENSION BENEFIT FUND INTE 2027286200 900 7TH STREET NW WASHINGTON DC 20001 KENNETH W COOPER TRUSTEE 2027286200 2022-10-15 1 KENNETH COOPER 999009999 STEVEN C DARR CPA CMA P01324904 2023319880 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z KENNETH W COOPER 900 7TH STREET NW WASHINGTON DC 20001 2176538888 0 X NONE X 1927 DC TO ORGANIZE ALL WORKERS FOR THEIR MORAL, ECONOMIC, SOCIAL ADVANCEMENT, CONDITION AND STATUS. 11 0 0 0 7916090 7001807 0 0 89337790 91859215 164426405 149195885 -997994 -356439 252766201 240698661 0 0 173862510 184878872 0 0 0 0 0 12383968 14459991 186246478 199338863 66519723 41359798 2666874580 2372527803 47495124 60170197 2619379456 2312357606 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 123268 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 KENNETH W COOPER TRUSTEE 2027286200 900 7TH STREET NW WASHINGTON DC 20001 LONNIE R STEPHENSON TRUSTEE 1.00 44.00 X 0 470413 250010 KENNETH W COOPER TRUSTEE 1.00 44.00 X 0 413098 227627 JOSEPH P CALABRO TRUSTEE 1.00 10.00 X 0 55127 63703 MYLES J CALVEY TRUSTEE 1.00 10.00 X 0 55681 63703 PHILIP VENOIT TRUSTEE 1.00 10.00 X 0 0 28117 LEROY CHICIO TRUSTEE 1.00 10.00 X 0 41820 63703 CHRIS ERICKSON TRUSTEE 1.00 10.00 X 0 64783 67885 WILLIAM RILEY TRUSTEE 1.00 10.00 X 0 55681 63703 JAMES BURGHAM TRUSTEE 1.00 10.00 X 0 55205 32716 DANIEL SHIREY TRUSTEE 1.00 10.00 X 0 0 30986 FRANK FURCO TRUSTEE 1.00 10.00 X 0 55205 63703 DEAN WINE TRUSTEE 1.00 10.00 X 0 55127 63703 0 1322140 1019559 0 0 1 0 INT'L BROTHERHOOD OF ELECTRICAL WORKERS 900 7TH STREET NW WASHINGTON DC 20001 ADMINISTRATION 2900000 ULLICO INVESTMENT ADVISORS 1625 I STREET NW WASHINGTON DC 20006 INVESTMENT MANAGEMENT 1686335 BNY MELLON 135 SANTILLI HIGHWAY EVERETT MA 02149 CUSTODIAN/ADMIN 1621093 ASB CAPITAL MANAGEMENT 7501 WISCONSIN AVENUE SUITE 1300W BETHESDA MD 20814 INVESTMENT MANAGEMENT 1130102 BERNHARD FUND MANAGEMENT 400 CONVENTION STREET 10TH FLOOR BATON ROUGE LA 70802 INVESTMENT MANAGEMENT 771900 14 PARTICIPANT CONTRIBUTI 561000 91859215 91859215 91859215 31295307 31295307 2053740805 1935840227 117900578 117900578 7916090 109984488 CURRENCY EXCHANGE LOSS 561499 -356439 -356439 -356439 240698661 91859215 7916090 140923356 184878872 161024 67425 7324929 1344843 4057 99375 CONTRACT ADMINSTRATOR F 2900000 UBIT TAXES 2542215 OTHER TAXES 10426 MISCELLANEOUS 5697 199338863 413152 402151 19631937 14660113 5725012 5708415 50000 149125 2434387777 2079384542 198981654 258353047 7685048 13870410 2666874580 2372527803 862817 846014 10754274 10290848 35878033 49033335 47495124 60170197 X 2619379456 2312357606 2619379456 2312357606 2666874580 2372527803 41359798 -348381648 0 X X 0 1 X 1 0 0 LIMITED PARTNERSHIPS 254599651 F OTHER ALTERNATIVE INVESTMENTS 3753396 F 258353047 SECURITY PURCHASES PENDING SETTLEMENT WITH BROKER 46365321 DUE TO IBEW 125799 UBIT PAYABLE 2542215 49033335 X -117550131 -348381648 -348381648 230831517 9867144 9867144 240698661 189471719 0 189471719 9867144 9867144 199338863 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, 2019. 0 1 0 LONNIE R STEPHENSON TRUSTEE 0 420474 0 0 0 49939 0 214519 0 35491 0 720423 0 0 KENNETH W COOPER TRUSTEE 0 371430 0 0 0 41668 0 192136 0 35491 0 640725 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 27696499 151490532 0.55210 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1