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IBEW ELECTRIAL WORKERS GENERAL WELFARE FUND: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
IBEW ELECTRIAL WORKERS GENERAL WELFARE FUND (EIN 36-2951116)
Tax period
2019-06-01 to 2020-05-31
Filed
2021-02-24
IRS object ID
202120559349301602
Schema version
2019v5.2
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)
Return2021-02-24T16:04:57-06:00ReturnTs
Tax Period End2020-05-31TaxPeriodEndDt

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 Begin2019-06-01TaxPeriodBeginDt

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
Signature2021-02-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCOREY BILKEYPreparerPersonNm
PTINP00499751PTIN
Phone3126550037PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
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$38,462,998GrossReceiptsAmt
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 Employee92TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$35,176,490PYProgramServiceRevenueAmt
CY Program Service Revenue$35,213,132CYProgramServiceRevenueAmt
PY Investment Income$960,784PYInvestmentIncomeAmt
CY Investment Income$1,791,416CYInvestmentIncomeAmt
PY Other Revenue$367,494PYOtherRevenueAmt
CY Other Revenue$398,603CYOtherRevenueAmt
PY Total Revenue$36,504,768PYTotalRevenueAmt
CY Total Revenue$37,403,151CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$31,493,436PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$32,821,580CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,177,652PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,189,913CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,853,939PYOtherExpensesAmt
CY Other Expenses$1,974,907CYOtherExpensesAmt
PY Total Expenses$34,525,027PYTotalExpensesAmt
CY Total Expenses$35,986,400CYTotalExpensesAmt
PY Revenues Less Expenses$1,979,741PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,416,751CYRevenuesLessExpensesAmt
Total Assets BOY$61,468,371TotalAssetsBOYAmt
Total Assets EOY$64,383,999TotalAssetsEOYAmt
Total Liabilities BOY$15,901,864TotalLiabilitiesBOYAmt
Total Liabilities EOY$16,486,931TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$45,566,507NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$47,897,068NetAssetsOrFundBalancesEOYAmt
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 Document579IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee92EmployeeCnt
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 (12 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)$3,823$0$2,9663.00
ANTHONY MULIZIO
TRUSTEE3.00Yes (X)$0$0$0
FRANK FURCO
TRUSTEE3.00Yes (X)$0$150,771$104,35840.00
WILLIAM DREW
TRUSTEE3.00Yes (X)$5,062$5,631$4,1143.00
BRIAN HAUG
TRUSTEE3.00Yes (X)$0$0$0
KEVIN CONNELLY
TRUSTEE3.00Yes (X)$0$0$0
ROBERT PANATERA
TRUSTEE3.00Yes (X)$5,549$2,980$4,4693.00
ANTHONY GIUNTI
TRUSTEE3.00Yes (X)$0$142,015$100,18440.00
FRANCIS SIKORA
TRUSTEE3.00Yes (X)$0$0$0
BRIAN BENSON
ASST ADMINISTRATOR40.00$119,140$2,937$74,8523.00Yes (X)
TERRY MUSTO
FUND ADMINISTRATOR40.00$199,433$0$35,176Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$333,007TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$304,334TotReportableCompRltdOrgAmt
Total Other Compensation$326,119TotalOtherCompensationAmt
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$848,018CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$31,235,323$31,235,323
RETIRED PARTICIPANT CONTRB900099$3,753,354$3,753,354
ACTIVE PARTICIPANT CONTRIB900099$224,455$224,455
FieldValueIRS element (for citing)
Total Program Service Revenue$35,213,132TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$903,942TotalRevenueColumnAmt
Exclusion$903,942ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,947,321SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,059,847SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$887,474SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$887,474TotalRevenueColumnAmt
Exclusion$887,474ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescREIMBURSED PAYROLL, TAXES & BENEFDesc
Business900099BusinessCd
Total Revenue Column$398,603TotalRevenueColumnAmt
Related Or Exempt Func Income$398,603RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$398,603OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$37,403,151TotalRevenueColumnAmt
Related Or Exempt Func Income$35,611,735RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,791,416ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$32,821,580TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$22,943TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$750,345TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$156,754TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$198,255TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$61,616TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$61,245TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$52,232TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$155,629TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,248,830TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$147,179TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$83,776TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$111,775TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$11,707TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$59,035TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$43,499TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$35,986,400TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,718,649BOYAmt
EOY$1,577,792EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,144,008BOYAmt
EOY$3,325,617EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,645,932BOYAmt
EOY$2,087,405EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$498,187BOYAmt
EOY$486,446EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$320,601LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$234,739LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$144,897BOYAmt
EOY$85,862EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$22,274,719BOYAmt
EOY$22,803,390EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$31,915,976BOYAmt
EOY$33,984,332EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$126,003BOYAmt
EOY$33,155EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$61,468,371BOYAmt
EOY$64,383,999EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$58,857BOYAmt
EOY$35,534EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$15,843,007BOYAmt
EOY$16,451,397EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$15,901,864BOYAmt
EOY$16,486,931EOYAmt
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$45,566,507BOYAmt
EOY$47,897,068EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$45,566,507BOYAmt
EOY$47,897,068EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$61,468,371BOYAmt
EOY$64,383,999EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,416,751ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$913,810NetUnrlzdGainsLossesInvstAmt
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$320,601OtherCostOrOtherBasisAmt
Depreciation$234,739DepreciationAmt
Book Value$85,862BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$85,862TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
COMMON COLLECTIVE TRUSTS$20,596,740F
LIMITED PARTNERSHIPS$6,067,735F
103-12 INVESTMENT ENTITIES$7,319,857F
FieldValueIRS element (for citing)
Total Book Value Securities$33,984,332TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCURRENT BENEFIT OBLIGATIONSDesc
Amt$16,451,397Amt
FieldValueIRS element (for citing)
Total Liability$16,451,397TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$37,762,730TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$913,810NetUnrealizedGainsInvstAmt
Revenue Not Reported$913,810RevenueNotReportedAmt
Revenue Subtotal$36,848,920RevenueSubtotalAmt
Investment Expenses Not Incld$155,629InvestmentExpensesNotIncldAmt
Other Revenues Not Included$398,603OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$554,232RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$37,403,152TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$34,823,779TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$34,823,779ExpensesSubtotalAmt
Investment Expenses Not Incld2$155,629InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$1,006,993OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1,162,622ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$35,986,401TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part X, Line 2:AS OF MAY 31, 2020, 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, 2020, THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO THE FISCAL YEAR ENDED MAY 31, 2017.
Part XI, Line 4b - Other Adjustments:REIMBURSED PAYROLL, TAXES, AND BENEFITS 398,603.
Part XII, Line 4b - Other Adjustments:INCREASE IN CURRENT BENEFIT OBLIGATIONS 608,390. REIMBURSED PAYROLL, TAXES, AND BENEFITS 398,603.

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$126,825$0$0$0$23,946$0$73,011$0$31,347$0$255,129$0$0
ANTHONY GIUNTI
TRUSTEE$0$121,625$0$0$0$20,390$0$70,122$0$30,062$0$242,199$0$0
BRIAN BENSON
ASST ADMINISTRATOR$119,140$2,937$0$0$0$0$55,507$0$19,345$0$193,992$2,937$0$0
TERRY MUSTO
FUND ADMINISTRATOR$193,433$0$0$0$6,000$0$16,092$0$19,084$0$234,609$0$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 (26 entries)

ADVENT SYSTEMS LLC DBA
BALANCED LOAD ELECTRIC LLC
BIP 66 LLC
C & C SYSTEMS LLC
CUSUMANO ELECTRICAL SVS LLC
FIRETEK LLC
GRACE POWER & CONTROL LLC
GRAND-KAHN ELECTRIC LLC
IDENTITY SERVICES LLC
JAN ELECTRIC LLC
KELLENBERGER ELECTRIC LLC
M T KELLEY ELECTRIC LLC
MEERSMAN ELECTRIC LTD
MERIT ELECTRIC LLC
NO SPARKS ELECTRIC LLC
ORION ELECTRIC & MAINT CO LLC
PENTEGRA SYSTEMS LLC DBA
QUANTUM CROSSINGS LLC
RISE ELECTRIC LLC
SHAMBAUGH & SON LP
SOUND OF MUSIC CO LTD
SPIRAL SERVICES LLC DBA
SRC ELECTRIC LLC
TAI LLC
TWIN ELECTRIC OF CHICAGO LTD
WINDY CITY AV LLC

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (301 entries)

ABCO ELECTRICAL CONSTRU
ABR COMMUNICATIONS
ADVANCED COMMUNICATIONS
ADVANCED DATA TECHNOLOG
ADVANCED PROTECTION SYS
ADVANCED WIRING SOLUTIO
AIRPORT ELECTRIC CO
ALDRIDGE ELECTRIC INC
ALLIED ELECTRIC & COMMU
AMC TELEPHONE SERVICE I
AMERICAN BACKHOE SERVIC
AMERICAN ELECTRIC CONST
AMERICAN ENERGY ANALYSI
AMS MECHANICAL SYSTEMS
ANCHOR ELECTRIC
ANDERSON PUMP SERVICE
APOLLO K ELECTRIC
APPLIED COMMUNICATIONS
APPLIED CONTROLS INC
ARC 1 ELECTRIC INC
ARCO ELECTRIC COMPANY
AR-CORE ENTERPRISE INC
ASHBURN POWER & LIGHT I
ASSOCIATED ELECTRICAL C
ATOMATIC MECHANICAL SER
AUTOMATIC BUILDING CONT
AWF INC DBA AURORA WIRI
BAILEY TELECOMMUNICATIO
BANDWIDTH MANAGEMENT IN
BARTLETT POWER & LIGHTI
BASSETT ELECTRICAL CONT
BEACON SALES SERVICE IN
BEERY HEATING & COOLING
BEL-AIRE ELECTRIC
BELCORE ELECTRIC
BELEC ELECTRIC
BENCHMARK COMMUNICATION
BERNARDONI ELECTRIC INC
BERRY ELECTRIC
BLADE ELECTRIC & TECHNO
BLAZE ELECTRIC
BLOCK ELECTRIC
BME ELECTRIC INC
BONUS ELECTRIC CO
BOSS ELECTRIC INC
BOYD ELECTRIC INC
BRANDENBURG ELECTRONIC
BROWN ELECTRIC SERVICE
C J POWER INC
CASE INC
CA RILEY ELECTRIC CONST
CABLE ELECTRIC
CAMEO ELECTRIC INC
CAMPBELL ELECTRIC
CANDOR ELEC
CANINO ELECTRIC
CAREY ELECTRIC CONTRACT
CARLYN ELECTRICAL CONTR
CATTANEO ELECTRIC
CBA MORRIS INC DBAAUST
CECO INC
CHECKVIEW CORPORATION
CHICAGO POWER & COMMUNI
CINCO ELECTRIC
CIPHER TECHNOLOGY SOLUT
CITY SERVICE ELECTRIC I
CLENNON ELECTRIC
CLIMATE PROS INC
COMMERCIAL ELECTRONIC S
COMM-TEST ELECTRIC INC
COMMUNICATION SPECIALTI
COMMUNICATION ZONE INC
COMPLETE ELECTRICAL SER
CONCUR ELECTRIC
CONNELLY ELECTRIC CO
CONNOR ELECTRIC SERVICE
CONTINENTAL ELECTRIC
CORPORATE ELECTRIC INC
CORRECT DIGITAL DISPLAY
CORRECT ELECTRIC INC
CROSSTOWN ELECTRIC
CURRENT COMMUNICATION &
CURRENT ELECTRICAL MECH
D & J ELECTRIC
D & T ELECTRIC INC
DAHL ELEC
DAUFENBACH ELECTRIC INC
DELANEY TELECOM INCBLA
DEMARC ELECTRIC AND COM
DESIGN ELECTRIC
DMH ENTERPRISES INCdba
DONGARRA ELECTRIC CO IN
DOYLE SIGNS INC
DUAL TEMP OF ILLINOIS I
DURKIN ELECTRIC COMPANY
DYNAMIC ELECTRIC INC
E STONE INC
EGF ELECTRICAL INC
ELECTRIC CONDUIT CONST
ELECTRIC ONE INC
ELECTRICAL CONTRACTORS
ELECTRICAL DESIGNS SYST
ELLIOTT ELECTRIC INC
ELMUND & NELSON CO
EMERGING COMMUNICATIONS
EMM ELECTRIC INC DBAMO
EXCEL ELECTRIC INC
EXPRESS SIGNS & LIGHTIN
EXPRESS SIGNS & LIGHTIN
FACTOR ELECTRIC INC
FE MORAN SECURITY SOLUT
FIRST SECURITY SYSTEMS
FITZGERALD ELECTRIC
FOUR STAR ELECTRIC INC
FRANK MARSHALL ELECTRIC
FROST ELECTRIC
G & M ELECTRICAL CONTRA
G S ELECTRIC CO INC
GALVANIC ELECTRIC CO IN
GATZA ELECTRICAL CONTRA
GEARY ELECTRIC INC
GEO SERVICES INCdba S&
GIBSON ELECTRIC COMPANY
GIM ELECTRIC CO INC
GOORSKY ELECTRIC INC
GREAT LAKES ELECTRICAL
GTS ELECTRIC INC
GURTZ ELECTRIC
H & H ELECTRIC CO
HEG CORPORATION
HARDT ELECTRIC
HARTMANN ELECTRIC CO IN
HAWK ENTERPRISES INC
HEART TECHNOLOGIES INC
HELM ELECTRIC FACILITY
HELM ELECTRICAL SERVICE
HIGH EFFICIENCY PROFFES
HIGH VOLTAGE ELECTRIC T
HINSDALE ELECTRIC
HMM SYSTEMS INC
HOLMGREN ELECTRIC INC
HOME TOWNE ELECTRIC
HOMESTEAD ELECTRICAL CO
HUEN ELECTRIC INC
HUSSMANN CORPORATION
HY-POWER ELECTRIC
ICOM INC
IDEAL ELECTRIC INC
ILLINOIS BUSINESS COMMU
IMG TECHNOLOGIES INC
INTEGRATED CONTROL TECH
INTEGRATED ELECTRICAL S
INTERSTATE ELECTRONICS
INTREN INC
J B CONTRACTING CORP
J C POWER & CONTROL INC
J J JONES & CO
JAMERSON & BAUWENS ELEC
JASCO ELECTRIC
JMS ELECTRICAL CONSTRUC
JNS POWER & CONTROL SYS
JOLEN ELECTRIC INC
K L ELECTRIC CO INC
KADLEC ELECTRIC
KALISH ELECTRIC CO INC
KAVANAUGH ELECTRIC INC
KDN SIGNS INC
KELLENBERGER TECHNOLOGI
KELSO-BURNETT
KLASS ELECTRIC COMPANY
KRAUSE ELECTRICAL CONTR
KREYKES ELECTRIC INC
KROESCHELL ENGINEERING
KTK ELECTRICAL CONTRACT
KWASIGROCH ELECTRIC INC
LAUDERDALE ELECTRIC INC
LETECH
LEYDEN ELECTRIC INC
LIGHTHOUSE ELECTRIC IN
LINEAR ELECTRICAL ENG I
LOHBAUER ELECTRIC INC
LOMBARDI ELECTRIC INC
LOW LINE TECHNOLOGIES I
LOW VOLTAGE SOLUTIONS
LYONS ELECTRIC
M & S SECURITY SYS INC
M3 ELECTRIC INC
MALKO COMMUNICATION SER
MALLARD ELECTRIC COMPAN
MARON ELECTRIC
MCWILLIAMS ELECTRIC
MEADE ELECTRIC
MEANY ELECTRIC
MECHANICAL SYSTEMS INC
MEDLIN COMMUNICATIONS
MENDEL PLUMBING & HEATI
MID STATES CONTRACTING
MIDWEST INTERSTATE ELEC
MIDWEST MECHANICAL GROU
MIDWESTERN UNIVERSITY
MIV INC
MODERN SIGNS INC
MOHAWK ELECTRIC
MORSE ELECTRIC INC
MUSTANG CONSTRUCTION IN
MUZAK LIMITED PARTNERSH
MZI ELECTRIC INC
NAPERVILLE ELECTRICAL C
NATIONAL ELECTRIC OF IL
NATIONAL TECHNOLOGIES D
NESKO ELECTRIC COMPANY
NORTHWEST TECHNICAL
NUCORE ELECTRIC INC
NUWAVE ELECTRIC INC
OCARROLL ELECTRICAL CON
OKEH ELECTRIC
OLSON & SONS ELECTRICAL
OLYMPIK SIGNS INC
OMEGA ELECTRIC CO INC
OMEGA SIGN & LIGHTING I
OMNI COMMERICAL LIGHTIN
PACE SYSTEMS INC
PALOS ELECTRIC
PHOENIX SYSTEMS & SERVI
PINNACLE SERVICES INC
PINNER ELECTRIC INC
PRECISION CONTROL SYSTE
PREFERRED ELECTRICAL CO
PREMIER TECHNOLOGY GROU
PRIME ELECTRIC CO INC
PROGRESS ELECTRIC
PROSPECT ELECTRIC COMPA
PROTEX INSTALLATIONS IN
PUBLIC ELECTRIC CONST C
QUICK ELEC CO
RAGS ELECTRIC INC
RANDEL ELECTRIC INC
RAPTOR INDUSTRIES INC
REHM ELECTRIC
RENAISSANCE COMMUNICATI
REX ELECTRIC & TECHNOLO
RICHMOND ELECTRIC
RJL GROUP INC
RLG POWER & CONTROL
RON JONES ELECTRIC INC
RYAN ELECTRICAL SERVICE
RYORIK INC DBABURNETT
S & D ELECTRICAL CONTRS
S & M ELECTRIC INC
S & S SYSTEMS OF AMERIC
SCHECK MECHANICAL CORP
SCHEFFLER ELECTRIC
SCHNEIDER ELECTRIC BLDG
SECURITY UNLIMITED INC
SEICO INC
SHAMROCK ELECTRIC CO IN
SHARLEN ELECTRIC
SHARMIK ELECTRIC
SHILLELAGH ELECTRIC COR
SHORELINE ELECTRIC COMP
SIEVERT ELECTRIC SERVIC
SKITCH ELECTRIC
SMC ELECTRICAL CORPORAT
SONOMA ELECTRICAL SERVI
SOUND INC
SPL INTEGRATED SOLUTION
STANCY ELECTRIC INC
STS SOLUTIONS INC
SUPER ELECTRIC CONSTRUC
SUPERIOR ONE ELECTRIC I
SWEDBERG ELECTRIC INC
TALON ELECTRIC COMPANY
TECH ELECTRONICS OF ILL
TERRANCE ELECTRIC & TEC
THE BARTECH GROUP INC A
THE RIGHT APPROACH INC
THEO ELECTRIC
THERM FLO INC
THOMPSON ELECTRONICS CO
THORNE ELEC
THURSTON ELECTRICAL SPE
TIMCO INC
TIMM ELECTRIC INC
TITAN ELECTRIC
TOTAL ELECTRIC INC
TRI-M ELECTRIC INC
TRI-R SYSTEMS INCORPORATED
UNIVERSAL P & C INC
UNIVERSAL POWER & CONTR
US DATACOMM INC
VADER ELECTRIC CHICAGO
VALLEY ELECTRICAL CONTR
VAN ERT ELECTRIC
VIRGIL COOK & SON INC
VOLKAN SIGNS & LIGHTING
VOLT ELECTRIC INC
VOX ELECTRIC COMPANY IN
WEST ELSDON ELECT INC
WESTBROOK ELECTRIC CONS
WIGDAHL ELECTRIC CO INC
WOOD DALE ELECTRICAL CO
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