STRATEGY STUDIO / PUBLIC DATA EXPLORER

IBEW LOCAL 481 SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
IBEW LOCAL 481 SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND (EIN 47-4203459)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-10-28
IRS object ID
202103019349301865
Schema version
2020v4.1
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)
Return2021-10-28T12:54:26-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN320043599PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LEGACY PROFESSIONALS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14 WESTBROOK CORPORATE CTR 700AddressLine1Txt
CityWESTCHESTERCityNm
State AbbreviationILStateAbbreviationCd
ZIP60154ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN474203459EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IBEW LOCAL 481 SUPPLEMENTALBusinessNameLine1Txt
Business Name Line2UNEMPLOYMENT BENEFIT PLANBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlIBEWBusinessNameControlTxt
Phone3179234577PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11828 N MERIDIAN STREET NO 103AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46202ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID RAYPersonNm
Person TitlePLAN ADMINISTRATORPersonTitleTxt
Phone3179234577PhoneNum
Signature2021-10-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVIDPersonFirstNm
Person LastRAYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonADAM SIMAGAPreparerPersonNm
PTINP01649025PTIN
Phone3123680500PhoneNum
Preparation2021-10-28PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDAVID RAYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11828 N MERIDIAN STREET NO 103AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46202ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,553,807GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation2015FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionPROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITSActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
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$954,661PYProgramServiceRevenueAmt
CY Program Service Revenue$759,534CYProgramServiceRevenueAmt
PY Investment Income$331,325PYInvestmentIncomeAmt
CY Investment Income$335,526CYInvestmentIncomeAmt
PY Other Revenue$3,803PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,289,789PYTotalRevenueAmt
CY Total Revenue$1,095,060CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$352,175PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$999,663CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$133,605PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$125,443CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$449,292PYOtherExpensesAmt
CY Other Expenses$419,068CYOtherExpensesAmt
PY Total Expenses$935,072PYTotalExpensesAmt
CY Total Expenses$1,544,174CYTotalExpensesAmt
PY Revenues Less Expenses$354,717PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$449,114CYRevenuesLessExpensesAmt
Total Assets BOY$7,968,646TotalAssetsBOYAmt
Total Assets EOY$7,653,741TotalAssetsEOYAmt
Total Liabilities BOY$190,707TotalLiabilitiesBOYAmt
Total Liabilities EOY$105,014TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,777,939NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,548,727NetAssetsOrFundBalancesEOYAmt
MissionPROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITSMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescPAYMENT OF SUPPLEMENTAL UNEMPLOYMENT BENEFITS TO ELIGIBLE UNEMPLOYED PARTICIPANTS OF THIS FUND IN ACCORDANCE WITH PLAN DOCUMENTS.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 Sec0ReportInvestmentsOtherSecInd
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 Document506IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
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 Members6GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
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 Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID RAY - PLAN ADMINISTRATORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3179234577PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11828 N MERIDIAN STREET STE 103AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46202ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
JEFF WHEELER
TRUSTEE1.0048.00Yes (X)$0$104,667$65,077
CHRIS GRIDER
TRUSTEE1.001.00Yes (X)$0$1,647$498
STEVE MENSER
TRUSTEE - PAST1.0048.00Yes (X)$0$13,810$14,778
JON HOOKER
ALTERNATE TRUSTEE - PAST1.0048.00Yes (X)$0$99,774$63,616
ADAM RUDE
TRUSTEE1.001.00Yes (X)$0$0$0
BRIAN MILLER
TRUSTEE1.001.00Yes (X)$0$0$0
TED UPPOLE
TRUSTEE1.001.00Yes (X)$0$0$0
LARRY VAN TRIES
ALTERNATE TRUSTEE1.001.00Yes (X)$0$0$0
RYAN BALLOU
TRUSTEE - NEW1.001.00Yes (X)$0$0$0
JASON BURCHAM
ALTERNATE TRUSTEE - NEW1.0048.00Yes (X)$0$99,774$63,616
DAVID RAY
PLAN ADMINISTRATOR4.0036.00$0$125,643$76,438Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$445,315TotReportableCompRltdOrgAmt
Total Other Compensation$284,023TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescEMPLOYER CONTRIBUTIONSDesc
Business900099BusinessCd
Total Revenue Column$759,534TotalRevenueColumnAmt
Related Or Exempt Func Income$759,534RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$759,534TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$157,204TotalRevenueColumnAmt
Exclusion$157,204ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,637,069SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$5,458,747SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$178,322SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$178,322TotalRevenueColumnAmt
Exclusion$178,322ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,095,060TotalRevenueColumnAmt
Related Or Exempt Func Income$759,534RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$335,526ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$999,663TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$20,208TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$56,441TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$21,344TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$22,390TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$5,060TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$14,981TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$25,002TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,608TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,780TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$37,197TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$34,816TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$14,113TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$7,209TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$21,394TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,230TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescRETIREE CONTRIBUTIONS TDesc
Total$253,738TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,544,174TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$616,926BOYAmt
EOY$106,984EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$101,727BOYAmt
EOY$108,209EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$171,248BOYAmt
EOY$138,438EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$108,796LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$31,739LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$91,083BOYAmt
EOY$77,057EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$6,987,662BOYAmt
EOY$7,223,053EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,968,646BOYAmt
EOY$7,653,741EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$12,471BOYAmt
EOY$1,569EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$178,236BOYAmt
EOY$103,445EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$190,707BOYAmt
EOY$105,014EOYAmt
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$7,777,939BOYAmt
EOY$7,548,727EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,777,939BOYAmt
EOY$7,548,727EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,968,646BOYAmt
EOY$7,653,741EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$449,114ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$219,902NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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$102,997OtherCostOrOtherBasisAmt
Depreciation$31,159DepreciationAmt
Book Value$71,838BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,799OtherCostOrOtherBasisAmt
Depreciation$580DepreciationAmt
Book Value$5,219BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$77,057TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DUE TO RELATED ORGANIZATION$48,645
DUE TO BROKER$54,800
FieldValueIRS element (for citing)
Total Liability$103,445TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,313,354TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$219,902NetUnrealizedGainsInvstAmt
Revenue Not Reported$219,902RevenueNotReportedAmt
Revenue Subtotal$1,093,452RevenueSubtotalAmt
Investment Expenses Not Incld$1,608InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$1,608RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,095,060TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,542,566TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,542,566ExpensesSubtotalAmt
Investment Expenses Not Incld2$1,608InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$1,608ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,544,174TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN, TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
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
DAVID RAY
PLAN ADMINISTRATOR$0$125,643$0$0$0$0$0$47,818$0$28,620$0$202,081$0$0
JEFF WHEELER
TRUSTEE$0$103,905$0$0$0$762$0$36,788$0$28,289$0$169,744$0$0
JON HOOKER
ALTERNATE TRUSTEE - PAST$0$99,012$0$0$0$762$0$35,327$0$28,289$0$163,390$0$0
JASON BURCHAM
ALTERNATE TRUSTEE - NEW$0$99,012$0$0$0$762$0$35,327$0$28,289$0$163,390$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 8BTHERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BA COPY OF FORM 990 IS PROVIDED TO THE ORGANIZATION'S ENTIRE GOVERNING BODY FOR ITS REVIEW AND APPROVAL BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE PLAN ADOPTED THE CONFLICT OF INTEREST POLICY IN 2015. TRUSTEES ARE REQUIRED TO DISCLOSE TO THE PLAN ADMINISTRATOR THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTERESTS OR THE APPEARANCE OF CONFLICT OF INTEREST ANNUALLY.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINES 7, 8, 9, 10ELECTRICAL WORKERS BENEFIT TRUST FUND, WHICH IS A RELATED PARTY TO THE FILER, PAYS THE FRINGE BENEFITS, SALARIES, AND ANY RELATED TAXES FOR SEVERAL RELATED FUNDS, INCLUDING THE FILER. IN TURN, THE BENEFIT FUND ALSO FILES THE RELATED TAX FORMS (W-2'S) FOR THESE EXPENSES. THESE RELATED FUNDS REIMBURSE THE BENEFIT FUND FOR THEIR INDIVIDUAL SHARE OF THE EXPENSES.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxt
ELECTRICAL WORKERS BENEFIT TRUST FUND
1828 N MERIDIAN STREETINDIANAPOLISIN46202350851694FUND PROVIDES HEALTH BENEFITS TO PARTICIPANTS AND ELIGBLE DEPENDENTSIN501(C)(9)N/A0
INDIANA ELECTRICAL WORKERS PENSION TRUST FUND
1828 N MERIDIAN STREETINDIANAPOLISIN46202351102579PROVIDES PENSION BENEFITS TO PARTICIPANTSIN401AN/A0
IBEW LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST
1828 N MERIDIAN STREETINDIANAPOLISIN46202351501496PROVIDES PENSION BENEFITS TO PARTICIPANTSIN401AN/A0
IBEW LOCAL UNION 481
1828 N MERIDIAN STREETINDIANAPOLISIN46202350289840LABOR UNIONIN501(C)(5)N/A0
INDIANAPOLIS ELECTRICAL JATC
1751 S LAWNDALE AVENUEINDIANAPOLISIN46241351004324TRAINING FUNDIN501(C)(3)0LINE 2
INDIANA PLAN FOR EQUAL EMPLOYMENT
CONTRIBUTING EMPLOYERIN0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1SHAMBAUGH & SON LPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Primary ActivitiesCONTRIBUTING EMPLOYERPrimaryActivitiesTxt
Disproportionate Allocations0DisproportionateAllocationsInd
General Or Managing Partner0GeneralOrManagingPartnerInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (85 entries)

Primary ActivitiesPrimaryActivitiesTxtControlled OrganizationControlledOrganizationInd
ACKER ELECTRIC
CONTRIBUTING EMPLOYER0
ATEC ELECTRICAL CONTRACTORS
CONTRIBUTING EMPLOYER0
ALPHA ELECTRIC INC
CONTRIBUTING EMPLOYER0
ALPHA OMEGA ELECTRIC LLC
CONTRIBUTING EMPLOYER0
APPLE ELECTRIC
CONTRIBUTING EMPLOYER0
AREA WIDE ELECTRIC INC
CONTRIBUTING EMPLOYER0
BANTA ELECTRICAL CONTRACTORS
CONTRIBUTING EMPLOYER0
BARTH ELECTRIC CO
CONTRIBUTING EMPLOYER0
BMWC CONSTRUCTORS INC
CONTRIBUTING EMPLOYER0
BOTT ELECTRIC INC
CONTRIBUTING EMPLOYER0
MADDOX ELECTRIC COMPANY INC
CONTRIBUTING EMPLOYER0
CACHE VALLEY ELECTRIC CO
CONTRIBUTING EMPLOYER0
CARLIN ELECTRIC LLC
CONTRIBUTING EMPLOYER0
COMPLETE CONSTRUCTION SERVICES
CONTRIBUTING EMPLOYER0
COMPLETE ELECTRICAL & COMMUN
CONTRIBUTING EMPLOYER0
CONNECT ELECTRIC INC
CONTRIBUTING EMPLOYER0
DAVE O'MARA CONTRACTOR INC
CONTRIBUTING EMPLOYER0
DEBRA-KUEMPEL
CONTRIBUTING EMPLOYER0
JAMES H DREW CORPORATION
CONTRIBUTING EMPLOYER0
ELECTRICAL SPECIALISTS LLC
CONTRIBUTING EMPLOYER0
ELECTRICAL MAINTENANCE SPECIAL
CONTRIBUTING EMPLOYER0
ELECTRICAL MAINTENANCE & TESTI
CONTRIBUTING EMPLOYER0
ELECTRIC PLUS INC
CONTRIBUTING EMPLOYER0
ERMCO INC
CONTRIBUTING EMPLOYER0
ESI ELECTRIC INC
CONTRIBUTING EMPLOYER0
FERRILL FISHER LLC
CONTRIBUTING EMPLOYER0
GENESIS FACTOR LLC
CONTRIBUTING EMPLOYER0
HIGH VOLTAGE MAINTENANCE CORP
CONTRIBUTING EMPLOYER0
THE HOOSIER COMPANY INC
CONTRIBUTING EMPLOYER0
HOOSIER INDUSTRIAL ELECTRIC
CONTRIBUTING EMPLOYER0
HUSTON ELECTRIC INC
CONTRIBUTING EMPLOYER0
INDUSTRIAL ELECTRIC INC
CONTRIBUTING EMPLOYER0
J & J ELECTRIC OF INDIANA INC
CONTRIBUTING EMPLOYER0
KK HALL INC
CONTRIBUTING EMPLOYER0
LEYDEN ELECTRIC INC
CONTRIBUTING EMPLOYER0
LIVE WIRE CONSULTING INC
CONTRIBUTING EMPLOYER0
LONG ELECTRIC CO INC
CONTRIBUTING EMPLOYER0
MJ ELECTRIC LLC
CONTRIBUTING EMPLOYER0
MAJESTIC ELECTRIC INC
CONTRIBUTING EMPLOYER0
MIDWESTERN ELECTRIC INC
CONTRIBUTING EMPLOYER0
MILLER-EADS COMPANY INC
CONTRIBUTING EMPLOYER0
NRK INC
CONTRIBUTING EMPLOYER0
NUGENT ELECTRIC INC
CONTRIBUTING EMPLOYER0
PAYNE ELECTRIC COMPANY
CONTRIBUTING EMPLOYER0
PULSE ELECTRIC LLC
CONTRIBUTING EMPLOYER0
QUALITY CONTROLS & ELECTRICAL
CONTRIBUTING EMPLOYER0
R & M ELECTRIC INC
CONTRIBUTING EMPLOYER0
RIVERSIDE ELECTRIC INC
CONTRIBUTING EMPLOYER0
SERVICE ELECTRIC OF ALLEN
CONTRIBUTING EMPLOYER0
SEXSON MECHANICAL CORPORATION
CONTRIBUTING EMPLOYER0
SOLAR ELECTRIC TURBINE CO LLC
CONTRIBUTING EMPLOYER0
STORMS-MCMULLEN ELECTRIC INC
CONTRIBUTING EMPLOYER0
SUMMIT ELECTRICAL COMPANY LLC
CONTRIBUTING EMPLOYER0
SUPERIOR ELECTRIC LLC
CONTRIBUTING EMPLOYER0
SUN ELECTRIC INC
CONTRIBUTING EMPLOYER0
SYCAMORE ENGINEERING INC
CONTRIBUTING EMPLOYER0
TC ELECTRIC
CONTRIBUTING EMPLOYER0
THE STATE GROUP INDUSTRIAL
CONTRIBUTING EMPLOYER0
WEST ELECTRIC INC
CONTRIBUTING EMPLOYER0
XL INDUSTRIAL SERVICES INC
CONTRIBUTING EMPLOYER0
OWENS ELECTRICAL GROUP LLC
CONTRIBUTING EMPLOYER0
KW CONSTRUCTION SERVICES LLC
CONTRIBUTING EMPLOYER0
NEWKIRK ELECTRIC ASSOCIATES I
CONTRIBUTING EMPLOYER0
STELKO ELECTRIC INC
CONTRIBUTING EMPLOYER0
TOTAL ELECTRICAL SYSTEMS TESTI
CONTRIBUTING EMPLOYER0
ACTION ELECTRIC COMPANY INC
CONTRIBUTING EMPLOYER0
ADDISON ELECTRIC LLC
CONTRIBUTING EMPLOYER0
AZURE ELECTRICAL LLC
CONTRIBUTING EMPLOYER0
BLOCK ELECTRIC CO INC
CONTRIBUTING EMPLOYER0
BODINE ELECTRIC OF DECATUR
CONTRIBUTING EMPLOYER0
CROWN ELECTRIC INC
CONTRIBUTING EMPLOYER0
DELTA ELECTRICAL CONTRACTORS LLC
CONTRIBUTING EMPLOYER0
GHS INC
CONTRIBUTING EMPLOYER0
GRAND KAHN ELECTRIC
CONTRIBUTING EMPLOYER0
INDUSTRIAL CONTRACTORS INC
CONTRIBUTING EMPLOYER0
KAISER ELECTRICAL CONTRACTORS
CONTRIBUTING EMPLOYER0
MARSHALL ELECTRICAL CONTRACTORS
CONTRIBUTING EMPLOYER0
MEL-KAY ELECTRIC
CONTRIBUTING EMPLOYER0
NKC CONVEYOR INSTALLATION
CONTRIBUTING EMPLOYER0
PALS ELECTRIC INC
CONTRIBUTING EMPLOYER0
POTOMAC ELECTRICAL SERVICES LLC
CONTRIBUTING EMPLOYER0
PRECISION ELECTRICAL CONTRACTORS
CONTRIBUTING EMPLOYER0
SIDEBOTTOM ELECTRIC
CONTRIBUTING EMPLOYER0
SIDEBOTTOM ELECTRIC LLC
CONTRIBUTING EMPLOYER0
STUDEBAKER ELECTRIC
CONTRIBUTING EMPLOYER0
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 Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd