INTERNATIONAL BRTHD OF ELEC WRKRS & OUTSIDE CNTRCTRS HLTH & WLFR TR FD: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL BRTHD OF ELEC WRKRS & OUTSIDE CNTRCTRS HLTH & WLFR TR FD (EIN 36-2261990)
- Tax period
- 2023-11-01 to 2024-10-31
- Filed
- 2025-08-04
- IRS object ID
- 202522169349301932
- Schema version
- 2023v6.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-04T16:02:18-05:00 | ReturnTs |
| Tax Period End | 2024-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470900880 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Calibre CPA Group PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 West Monroe St Ste310 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362261990 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOCAL UNION NO 9 IBEW & OUTSIDE | BusinessNameLine1Txt |
| Business Name Line2 | CONTRACTORS HEALTH & WELFARE TRUST FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 7084052084 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7840 Graphics Drive 100 | AddressLine1Txt |
| City | Tinley Park | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60477 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | william niesman | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 7084052084 | PhoneNum |
| Signature | 2025-08-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | corey bilkey | PreparerPersonNm |
| PTIN | P00499751 | PTIN |
| Phone | 3126550037 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Art Burke | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7840 Graphics Drive Ste 100 | AddressLine1Txt |
| City | Tinley Park | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60477 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $130,021,808 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1964 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | To provide health and welfare benefits to individuals working under a Collective Bargaining Agreement between IBEW Local No. 9 and the Middle States Electrical Contractors Association | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 41 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $31,945,333 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $28,555,692 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$3,953,840 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,244,142 | CYInvestmentIncomeAmt |
| PY Other Revenue | $206,203 | PYOtherRevenueAmt |
| CY Other Revenue | $214,756 | CYOtherRevenueAmt |
| PY Total Revenue | $28,197,696 | PYTotalRevenueAmt |
| CY Total Revenue | $31,014,590 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $27,734,201 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $29,873,444 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,597,413 | PYOtherExpensesAmt |
| CY Other Expenses | $2,143,135 | CYOtherExpensesAmt |
| PY Total Expenses | $29,331,614 | PYTotalExpensesAmt |
| CY Total Expenses | $32,016,579 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,133,918 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,001,989 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $223,187,688 | TotalAssetsBOYAmt |
| Total Assets EOY | $255,055,289 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,894,806 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,746,128 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $221,292,882 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $253,309,161 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To provide health and welfare benefits to individuals working under a Collective Bargaining Agreement between IBEW Local No. 9 and the Middle States Electrical Contractors Association | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | Payment of health and welfare benefits to or on behalf of eligible participants and their dependents. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 41 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Benesys | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7084052084 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7840 Graphics Drive Ste 100 | AddressLine1Txt |
| City | Tinley Park | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60477 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|
| Matt Turk | ||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |
| John C Burkard | ||||||
| Trustee | 2.00 | Yes (X) | $0 | $195,848 | $84,629 | 40.00 |
| Art Burke | ||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Frank Lizzadro | ||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |
| John D Dowling | ||||||
| Trustee | 2.00 | Yes (X) | $0 | $185,492 | $84,629 | 40.00 |
| William Niesman | ||||||
| Trustee | 2.00 | Yes (X) | $0 | $218,868 | $94,746 | 40.00 |
| Kevin B Schuster | ||||||
| Trustee | 2.00 | Yes (X) | $0 | $183,932 | $84,629 | 40.00 |
| thomas mcclusky | ||||||
| trustee | 2.00 | Yes (X) | $0 | $185,692 | $152,026 | 40.00 |
| stephen aldridge | ||||||
| trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |
| john janicich | ||||||
| trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $969,832 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $500,659 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | |||||
| 300 E RANDOLPH ST | CHICAGO | IL | 60601 | PPO network provider | $868,414 |
| BENESYS INC | |||||
| PO BOX 50 | PEWAUKEE | WI | 53072 | Plan administrator | $455,068 |
| CASE MANAGEMENT SPECIALISTS | |||||
| 553 S INDUSTRIAL DR | HARTLAND | WI | 53029 | Claims management | $193,904 |
| CALIBRE CPA GROUP PLLC | |||||
| 230 W MONROE ST | CHICAGO | IL | 60606 | Accountant | $182,300 |
| INVESCO ADVISORS | |||||
| 1555 PEACHTREE ST | ATLANTA | GA | 30309 | investment management | $153,639 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Employer Contributions | 900099 | $28,152,410 | $28,152,410 |
| Participant Contributions | 900099 | $403,282 | $403,282 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $28,555,692 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,150,989 | TotalRevenueColumnAmt |
| Exclusion | $3,150,989 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $98,100,371 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $99,007,218 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$906,847 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$906,847 | TotalRevenueColumnAmt |
| Exclusion | -$906,847 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSED ADMIN EXPENSES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $214,756 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $214,756 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $214,756 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,014,590 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,770,448 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,244,142 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,873,444 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $866,213 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,570 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,985 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $737,850 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,224 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,695 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,253 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,424 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,921 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,016,579 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,114,918 | BOYAmt |
| EOY | $16,092,395 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,612,593 | BOYAmt |
| EOY | $2,942,436 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,105 | BOYAmt |
| EOY | $61,961 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $636,080 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $629,249 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,256 | BOYAmt |
| EOY | $6,831 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,958,754 | BOYAmt |
| EOY | $73,586,726 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,920,637 | BOYAmt |
| EOY | $161,008,290 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,480,425 | BOYAmt |
| EOY | $1,356,650 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,187,688 | BOYAmt |
| EOY | $255,055,289 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,462 | BOYAmt |
| EOY | $218,928 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,817,344 | BOYAmt |
| EOY | $1,527,200 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,894,806 | BOYAmt |
| EOY | $1,746,128 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,292,882 | BOYAmt |
| EOY | $253,309,161 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,292,882 | BOYAmt |
| EOY | $253,309,161 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,187,688 | BOYAmt |
| EOY | $255,055,289 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,001,989 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $33,018,268 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $47,762 | OtherCostOrOtherBasisAmt |
| Depreciation | $43,435 | DepreciationAmt |
| Book Value | $4,327 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $588,318 | OtherCostOrOtherBasisAmt |
| Depreciation | $585,814 | DepreciationAmt |
| Book Value | $2,504 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,831 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| LIMITED PARTNERSHIPS | $84,527,695 | F |
| 103-12 INVESTMENT ENTITIES | $36,350,021 | F |
| COMMON COLLECTIVE TRUSTS | $40,130,574 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $161,008,290 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Claims payable and IBNR | Desc |
| Amt | $1,527,200 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,527,200 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $65,889,216 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $33,018,268 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $2,811,798 | OtherRevenueAmt |
| Revenue Not Reported | $35,830,066 | RevenueNotReportedAmt |
| Revenue Subtotal | $30,059,150 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $737,850 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $217,590 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $955,440 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $31,014,590 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $34,146,937 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,594,208 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,594,208 | ExpensesNotReportedAmt |
| Expenses Subtotal | $31,552,729 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $737,850 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$274,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $463,850 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $32,016,579 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X, Line 2: | The Plan obtained its latest exemption letter dated August 21, 1984 in which the Internal Revenue Service stated that the Plan, as then designed, was in compliance with the applicable requirements of the Internal Revenue Code (IRC). The Plan has been amended since receiving the exemption letter. The Plan's administrator and the Plan's counsel believe that the Plan is currently designed and being operated in compliance with the applicable requirements of the IRC. They believe that the Plan's was qualified and the related trust was tax-exempt as of the financial statement date. 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 (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the taxing authorities. As of October 31, 2024, 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 taxing jurisdictions; however, there are currently no audits for any tax periods in progress. At October 31, 2024, the Plan is no longer subject to income tax examinations for years prior to the fiscal year ended October 31, 2021. |
| Part XI, Line 2d - Other Adjustments: | Transfers between Actives & Retirees HW Plans to fund HRA balances 2,808,964. Reimbursed administrative expenses paid by Retires HW to Actives HW 2,834. |
| Part XI, Line 4b - Other Adjustments: | Reimbursed administrative expenses reported net of expenses 217,590. |
| Part XII, Line 2d - Other Adjustments: | Reimbursed administrative expenses reported net of expenses -217,590. Transfers between Actives & Retirees HW Plans to fund HRA balances 2,808,964. Reimbursed adminstrative expenses paid by Retireee HW to Actives HW 2,834. |
| Part XII, Line 4b - Other Adjustments: | Change in claims payable -274,000. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| thomas mcclusky | ||||||||||||||
| trustee | $0 | $173,213 | $0 | $0 | $0 | $12,479 | $0 | $116,562 | $0 | $35,464 | $0 | $337,718 | $0 | $0 |
| William Niesman | ||||||||||||||
| Trustee | $0 | $194,864 | $0 | $0 | $0 | $24,004 | $0 | $54,849 | $0 | $39,897 | $0 | $313,614 | $0 | $0 |
| John C Burkard | ||||||||||||||
| Trustee | $0 | $181,374 | $0 | $0 | $0 | $14,474 | $0 | $49,165 | $0 | $35,464 | $0 | $280,477 | $0 | $0 |
| John D Dowling | ||||||||||||||
| Trustee | $0 | $173,213 | $0 | $0 | $0 | $12,279 | $0 | $49,165 | $0 | $35,464 | $0 | $270,121 | $0 | $0 |
| Kevin B Schuster | ||||||||||||||
| Trustee | $0 | $173,213 | $0 | $0 | $0 | $10,719 | $0 | $49,165 | $0 | $35,464 | $0 | $268,561 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | The draft filing is made available to all Board of Trustees via a secure website |
| Form 990, Part VI, Section B, line 12c | ALL BOARD MEMEBERS ANNUAL SUBMISSION OF DISCLOSURE STATEMENTS ARE ON FILE WITH THE ADMINISTRATOR. THE ADMINISTRATOR REVIEWS MEETING AGENDAS PRIOR TO THE MEETING AND NOTIFIES THE BOARD OF ANY ISSUES THAT NEED TO BE ADDRESSED BEFORE THE DISCUSSIONS TAKE PLACE. ANY INDIVIDUAL WHO GIVES NOTICE OF POTENTIAL CONFLICT IS TO ABSTAIN FROM PARTICIPATING IN ANY ITEM OF BUSINESS WHICH COMES BEFORE THE BOARD. |
| Form 990, Part VI, Section B, line 15b | The Chairman and Secretary determine the administrator's employment contract terms based on market data and by consulting an outside benefits consulting firm. |
| Form 990, Part VI, Section C, line 19 | Copies are provided upon written or verbal request, free of charge, either hard copy or electronic (whichever the requestor prefers) |
| Form 990, Part XII, Line 2c: | the process has not changed from prior year |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| Local No 9 IBEW and Outside Contractors and MSECA Aprntshp & Jrnymn Trg Fd | |||||||||
| 7840 Graphics Drive Ste 100 | Tinley Park | IL | 60477 | 362638779 | Apprentice training | IL | 501(c)(5) | N/A | 0 |
| Local No 9 IBEW and Outside Contractors Pension Fund | |||||||||
| 7840 Graphics Drive Ste 100 | Tinley Park | IL | 60477 | 516077720 | Defined benefit pension | IL | 401(a) | N/A | 0 |
| Local No 9 IBEW and Outside Contractors Defind Contribution Fund | |||||||||
| 7840 Graphics Drive Ste 100 | Tinley Park | IL | 60477 | 364301166 | Defined contribution | IL | 401(a) | N/A | 0 |
| Local No 9 IBEW and Outside Contractors Supplemental Unemployment Fund | |||||||||
| 7840 Graphics Drive Ste 100 | Tinley Park | IL | 60477 | 320320610 | Supplemental unemployment | IL | 501(c)(17) | N/A | 0 |
| Local No 9 IBEW and Outside Contractors LMCC | |||||||||
| 7840 Graphics Drive Ste 100 | Tinley Park | IL | 60477 | 831354473 | LMCC | IL | 501(c)(6) | N/A | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (97 entries)
| ABCO ELECTRICAL CONSTR |
| ADESTA LLC |
| AIRPORT ELECTRIC COMPANY |
| ALDRIDGE ELECTRIC INC |
| CARLISLE UTILITY CONTRACTORS INC |
| CCR ELECTRICAL CONTRACTORS LLC |
| CITY LIGHTS LTD |
| CLENNON ELECTRIC INC |
| CONTRACTORS POWER AND LIG |
| CXA Utilities Inc |
| DND ELECTRIC |
| DYNAMIC UTILITY SOLUTIONS |
| EDWARD ELECTRIC CO |
| ELECNOR HAWKEYE LLC |
| ELECTRIC CONDUIT CONSTRUCTION CO |
| ELITE FIBER OPTICS |
| ELITE FIBER OPTICS LLC |
| ELMUND AND NELSON COMPANY |
| EVANS ELECTRIC LLC |
| G4S SECURE INTEGRATION LLC |
| GIM ELECTRIC CO INC |
| GROUNDHOG UTILITY CONSTR |
| GROUNDHOG UTILITY CONSTR |
| H&H ELECTRIC CO |
| HAUGLAND ENERGY GROUP LLC |
| HAWK ENTERPRISES INC |
| HECKER AND COMPANY INC |
| HENKELS AND MCCOY INC |
| HOME TOWNE ELECTRIC INC |
| HORIZON CONTRACTORS INC |
| HYDRO EXC INC |
| I-80 POWER INC |
| IBEW LU9 UNION STAFF |
| IBEW9-MSECA JATF |
| INSERV INC |
| INTREN LLC |
| J F ELECTRIC INC |
| JOHN BURNS CONST CO |
| L&S CONSTRUCTION CO |
| LIVEWIRE ELECL SYS INC |
| M J ELECTRIC INC |
| MARCIANO UNDERGRND CONST |
| MEADE ELECTRIC CO INC |
| MICHELS CORPORATION |
| MICHELS POWER |
| MIDWESTERN ELECTRIC CO INC |
| MIDWESTERN ELECTRIC INC |
| MZI ELECTRIC INC |
| NAT TECH LLC |
| NATIONAL CONDUCTOR |
| OMEGA SIGN & LIGHTING INC |
| PAGODA ELECTRIC & CONSTRUCTION INC |
| PINNER ELECTRIC INC |
| PMI ENERGY SOLUTIONS LLC |
| PRYSMIAN CONSTR SERVICES |
| QUANTUM CROSSINGS LLC |
| RAG'S ELECTRIC INC |
| RIGGS DISTLER AND CO INC |
| RON JONES ELECTRIC INC (CATV) |
| RTS FIBER OPTICS LLC |
| RTS FIBER OPTICS LLS |
| SONOMA CONSTRUCTION SVCS |
| sync catv |
| TAYLOR ELECTRIC COMPANY |
| THAYER POWER & COMM LINE CONSTRUCT |
| THE BARTECH GROUP |
| THORNE ELECTRIC |
| T-I 4TH DISTRICT IBEW |
| T-I ELECT CONTR CHG & 134 |
| T-I IBEW LOCAL 1249 FUNDS |
| T-I IBEW Local 351 |
| T-I IBEW LU 1049CRAFT DIVISION |
| T-I IBEW LU 150 |
| T-I IBEW LU 17 HEALTH & WELFARE |
| T-I IBEW LU 176 |
| T-I IBEW LU 309 |
| T-I IBEW LU 317 ELECL PENSION FUND |
| T-I IBEW LU 456 |
| T-I IBEW LU 461 |
| T-I IBEW LU 701 |
| T-I IBEW-LU 236 |
| T-I LINE CONSTRUCTION BENEFIT |
| T-I LOCAL 126 FUNDS |
| T-I LOCAL NO 117 |
| T-I NECA-IBEW FAMILY MEDICAL PLAN |
| T-I NECA-IBEW LOCAL 364 |
| T-I NECA-IBEW LU 197 |
| T-I NEW ENGLAND ELEC WKRS BENEFITS |
| T-I PENSION HOSPITALIZATION & BENEFIT PLAN OF THE |
| TORRES ELECTRICAL CONTRACTORS LLC |
| TRI-TECH ELECTRIC INC |
| UTILITY CORE CONSTRUCTION LLC |
| UTILITY DYNAMICS CORP |
| VAN-MACK ELECTRIC CO INC |
| WESTERN UTILITY CABLE INC |
| WESTERN UTILITY ELECTRIC |
| YORK UTILITY SERVICES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |