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IBEW ELECTRIAL WORKERS GENERAL WELFARE FUND: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
IBEW ELECTRIAL WORKERS GENERAL WELFARE FUND (EIN 36-2951116)
Tax period
2018-06-01 to 2019-05-31
Filed
2020-02-07
IRS object ID
202020389349300932
Schema version
2018v3.1
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)
Return2020-02-07T13:14:26-06:00ReturnTs
Tax Period End2019-05-31TaxPeriodEndDt

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 Begin2018-06-01TaxPeriodBeginDt

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
Signature2020-02-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCOREY BILKEYPreparerPersonNm
PTINP00499751PTIN
Phone3126550037PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.100.43.100IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-02-07IPDt
IP Tm13:14:13IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id099BB351ED5C43DB8E4A0DD96B056B1430213725AtSubmissionCreationDeviceId
At Submission Filing Device Id099BB351ED5C43DB8E4A0DD96B056B1430213725AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-04-17 16:48:07ZBuildTS

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$36,504,768GrossReceiptsAmt
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 Employee73TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$35,607,134PYProgramServiceRevenueAmt
CY Program Service Revenue$35,176,490CYProgramServiceRevenueAmt
PY Investment Income$760,899PYInvestmentIncomeAmt
CY Investment Income$960,784CYInvestmentIncomeAmt
PY Other Revenue$365,879PYOtherRevenueAmt
CY Other Revenue$367,494CYOtherRevenueAmt
PY Total Revenue$36,733,912PYTotalRevenueAmt
CY Total Revenue$36,504,768CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$30,925,282PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$31,493,436CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,178,073PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,177,652CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,034,996PYOtherExpensesAmt
CY Other Expenses$1,853,939CYOtherExpensesAmt
PY Total Expenses$34,138,351PYTotalExpensesAmt
CY Total Expenses$34,525,027CYTotalExpensesAmt
PY Revenues Less Expenses$2,595,561PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,979,741CYRevenuesLessExpensesAmt
Total Assets BOY$57,990,587TotalAssetsBOYAmt
Total Assets EOY$61,468,371TotalAssetsEOYAmt
Total Liabilities BOY$15,800,964TotalLiabilitiesBOYAmt
Total Liabilities EOY$15,901,864TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$42,189,623NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$45,566,507NetAssetsOrFundBalancesEOYAmt
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
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
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 Document470IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee73EmployeeCnt
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)$4,787$0$3,7183.00
ANTHONY MULIZIO
TRUSTEE3.00Yes (X)$0$0$0
FRANK FURCO
TRUSTEE3.00Yes (X)$0$145,420$100,70840.00
WILLIAM DREW
TRUSTEE3.00Yes (X)$3,061$5,673$2,6463.00
BRIAN HAUG
TRUSTEE3.00Yes (X)$0$0$0
KEVIN CONNELLY
TRUSTEE3.00Yes (X)$0$0$0
ROBERT PANATERA
TRUSTEE3.00Yes (X)$4,537$2,695$3,5223.00
ANTHONY GIUNTI
TRUSTEE3.00Yes (X)$0$139,349$96,61240.00
FRANCIS SIKORA
TRUSTEE3.00Yes (X)$0$0$0
BRIAN BENSON
ASST ADMINISTRATOR40.00$115,734$2,879$72,4533.00Yes (X)
TERRY MUSTO
FUND ADMINISTRATOR40.00$197,360$0$35,082Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$325,479TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$296,016TotReportableCompRltdOrgAmt
Total Other Compensation$314,741TotalOtherCompensationAmt
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$824,493CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$31,330,941$31,330,941
RETIRED PARTICIPANT CONTRB900099$3,591,081$3,591,081
ACTIVE PARTICIPANT CONTRIB900099$254,468$254,468
FieldValueIRS element (for citing)
Total Program Service Revenue$35,176,490TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$960,784TotalRevenueColumnAmt
Exclusion$960,784ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescREIMBURSED PAYROLL, TAXES & BENEFDesc
Business900099BusinessCd
Total Revenue Column$367,494TotalRevenueColumnAmt
Related Or Exempt Func Income$367,494RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$367,494OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$36,504,768TotalRevenueColumnAmt
Related Or Exempt Func Income$35,543,984RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$960,784ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$31,493,436TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$17,638TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$735,982TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$154,270TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$209,651TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$60,111TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$61,907TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$68,311TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$141,368TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,090,024TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$158,512TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$98,879TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$112,501TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$12,848TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$60,160TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$49,429TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$34,525,027TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,384,160BOYAmt
EOY$1,718,649EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,164,088BOYAmt
EOY$2,144,008EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,769,937BOYAmt
EOY$2,645,932EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$476,790BOYAmt
EOY$498,187EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$320,601LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$175,704LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$180,956BOYAmt
EOY$144,897EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$21,624,705BOYAmt
EOY$22,274,719EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$30,321,688BOYAmt
EOY$31,915,976EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$68,263BOYAmt
EOY$126,003EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$57,990,587BOYAmt
EOY$61,468,371EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$44,518BOYAmt
EOY$58,857EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$15,756,446BOYAmt
EOY$15,843,007EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$15,800,964BOYAmt
EOY$15,901,864EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

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$42,189,623BOYAmt
EOY$45,566,507EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$42,189,623BOYAmt
EOY$45,566,507EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$57,990,587BOYAmt
EOY$61,468,371EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,979,741ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,397,143NetUnrlzdGainsLossesInvstAmt
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$175,704DepreciationAmt
Book Value$144,897BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$144,897TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
COMMON COLLECTIVE TRUSTS$18,687,692F
LIMITED PARTNERSHIPS$7,202,059F
103-12 INVESTMENT ENTITIES$6,026,225F
FieldValueIRS element (for citing)
Total Book Value Securities$31,915,976TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCURRENT BENEFIT OBLIGATIONSDesc
Amt$15,843,007Amt
FieldValueIRS element (for citing)
Total Liability$15,843,007TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$37,393,049TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,397,143NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,397,143RevenueNotReportedAmt
Revenue Subtotal$35,995,906RevenueSubtotalAmt
Investment Expenses Not Incld$141,368InvestmentExpensesNotIncldAmt
Other Revenues Not Included$367,494OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$508,862RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$36,504,768TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$33,929,604TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$33,929,604ExpensesSubtotalAmt
Investment Expenses Not Incld2$141,368InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$454,055OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$595,423ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$34,525,027TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part X, Line 2:AS OF MAY 31, 2019, 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, 2019, THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO THE FISCAL YEAR ENDED MAY 31, 2016.
Part XI, Line 4b - Other Adjustments:REIMBURSED PAYROLL, TAXES, AND BENEFITS 367,494.
Part XII, Line 4b - Other Adjustments:INCREASE IN CURRENT BENEFIT OBLIGATIONS 86,561. REIMBURSED PAYROLL, TAXES, AND BENEFITS 367,494.

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$124,674$0$0$0$20,746$0$69,251$0$31,457$0$246,128$0$0
ANTHONY GIUNTI
TRUSTEE$0$119,474$0$0$0$19,875$0$66,467$0$30,145$0$235,961$0$0
BRIAN BENSON
ASST ADMINISTRATOR$115,734$2,879$0$0$0$0$53,083$0$19,370$0$188,187$2,879$0$0
TERRY MUSTO
FUND ADMINISTRATOR$191,360$0$0$0$6,000$0$15,998$0$19,084$0$232,442$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 VII, 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 (20 entries)

AARDEMA ELECTRIC LLC
C & C SYSTEMS LLC
CITY LIGHTS LTD
FINNEYS ELECTRIC LLC
FIRETEK LLC
GRAND-KAHN ELECTRIC LLC
IDENTITY SERVICES LLC
JAN ELECTRIC LLC
M T KELLEY ELECTRIC LLC
MERIT ELECTRIC LLC
NEXITRAONE LLC BLACK BO
NO SPARKS ELECTRIC LLC
PENTEGRA SYSTEMS LLC DB
QUANTUM CROSSINGS LLC
RISE ELECTRIC LLC
SHAMBAUGH & SON LP
SOUND OF MUSIC CO LTD
SPIRAL SERVICES LLC DBA
TAI LLC
WINDY CITY AV LLC

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (327 entries)

A & K ELECTRIC
ABCO ELECTRICAL CONSTRU
ABR COMMUNICATIONS
ACAMARD TECHNOLOGIES IN
ACS DATALINE OF THE NOR
ADVANCED COMMUNICATIONS
ADVANCED DATA TECHNOLOG
ADVANCED PROTECTION SYS
ADVENT SYSTEMS INC
AIRPORT ELECTRIC CO
ALDRIDGE ELECTRIC INC
ALLIED ELECTRIC & COMMU
AMERICAN BACKHOE SERVIC
AMERICAN ELECTRIC CONST
AMS MECHANICAL SYSTEMS
ANCHOR ELECTRIC
ANDERSON PUMP SERVICE
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
AVONDALE ELECTRIC
AWF INC DBA AURORA WIRI
BALANCED LOAD ELECTRIC
BANDWIDTH MANAGEMENT IN
BARTLETT POWER & LIGHTI
BEACON SALES SERVICE IN
BEERY HEATING & COOLING
BEL-AIRE ELECTRIC
BELCORE ELECTRIC
BELEC ELECTRIC
BELLA NEON INC
BENCHMARK COMMUNICATION
BENSON ELECTRICAL CONTR
BERNARDONI ELECTRIC INC
BERRY ELECTRIC
BLACKHAWK ELECTRICAL CO
BLAZE ELECTRIC
BLOCK ELECTRIC
BME ELECTRIC INC
BONUS ELECTRIC CO
BOSS ELECTRIC INC
BOYD ELECTRIC INC
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
CHICAGO POWER & COMMUNI
CHICAGOLAND CABLING SOL
CINCO ELECTRIC
CITY SERVICE ELECTRIC I
CLENNON ELECTRIC
CLIMATE PROS INC
COMMERCIAL ELECTRONIC S
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
CUSUMANO ELECTRICAL SVS
D & T ELECTRIC INC
DAUFENBACH ELECTRIC INC
DELANEY TELECOM INCBLA
DEMARC ELECTRIC AND COM
DESIGN ELECTRIC
DMH ENTERPRISES INCdba
DONGARRA ELECTRIC CO IN
DOUBLE A ELECTRIC COMPA
DOYLE SIGNS INC
DURKIN ELECTRIC COMPANY
DYNAMIC COMMUNICATIONS
DYNAMIC ELECTRIC INC
E3 POWER SOLUTIONS INC
ELECTRICAL CONTRACTORS
ELECTRICAL DESIGNS SYST
ELLIOTT ELECTRIC INC
ELMUND & NELSON CO
EMERGING COMMUNICATIONS
EMM ELECTRIC INC DBAMO
EXACT ELECTRICAL SERVIC
EXCEL ELECTRIC INC
EXPRESS SIGNS & LIGHTIN
F E MORAN SECURITY SOLU
F CASTRO INC
FACTOR ELECTRIC INC
FICEK ELECTRIC & COMMUN
FIRST SECURITY SYSTEMS
FITZGERALD ELECTRIC
FOUR STAR ELECTRIC INC
FRANK MARSHALL ELECTRIC
FROST ELECTRIC
FUTURE ELECTRIC CONTRAC
G & G TECH ELECTRIC
G & M ELECTRICAL CONTRA
G S ELECTRIC CO INC
GALAXY ENTERPRISES
GALVANIC ELECTRIC CO IN
GARDEN ELECTRIC INC
GEARY ELECTRIC INC
GEO SERVICES INCdba S&
GIBSON ELECTRIC COMPANY
GIGALINK INC
GIM ELECTRIC CO INC
GOORSKY ELECTRIC INC
GRACE POWER & CONTROL L
GREAT LAKES ELECTRICAL
GTS ELECTRIC INC
GURTZ ELECTRIC
H & H ELECTRIC CO
HEG CORPORATION
HARDT ELECTRIC
HARTMANN ELECTRIC CO IN
HAWK ENTERPRISES INC
HELM ELECTRICAL SERVICE
HINSDALE ELECTRIC
HMM SYSTEMS INC
HOLMGREN ELECTRIC INC
HOME TOWNE ELECTRIC
HOMESTEAD ELECTRICAL CO
HUEN ELECTRIC CO
HUEN ELECTRIC INC
HUSSMANN CORPORATION
HY-POWER ELECTRIC
ICOM INC
ILLINOIS BUSINESS COMMU
IMG TECHNOLOGIES INC
INTEGRATED CONTROL TECH
INTEGRATED ELECTRICAL S
INTEGRITY SIGNS
INTERSTATE ELECTRIC INC
INTERSTATE ELECTRONICS
INTREN INC
J A T C DUPAGE COUNTY
J B CONTRACTING CORP
J C POWER & CONTROL INC
J J JONES & CO
JAMERSON & BAUWENS ELEC
JASCO ELECTRIC
JDR ELECTRIC COMPANY
JNS POWER & CONTROL SYS
JOLEN ELECTRIC INC
K L ELECTRIC CO INC
KALISH ELECTRIC CO INC
KDN SIGNS INC
KELLENBERGER ELECTRIC I
KELLENBERGER TECHNOLOGI
KELSO-BURNETT
KLASS ELECTRIC COMPANY
KRATOS PUBLIC SAFETY &
KRAUSE ELECTRICAL CONTR
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
LUMEN ELECTRIC INC
LYONS ELECTRIC
M3 ELECTRIC INC
MALKO COMMUNICATION SER
MALLARD ELECTRIC COMPAN
MANOR ELECTRIC INC
MARCHIONE ELECTRIC INC
MARON ELECTRIC
MCWILLIAMS ELECTRIC
MEADE ELECTRIC
MEANY ELECTRIC
MECHANICAL SYSTEMS INC
MECO ELECTRIC CO INC
MEDLIN COMMUNICATIONS
MENDEL PLUMBING & HEATI
MID STATES CONTRACTING
MIDCO INC
MIDWEST COMM TECH DBAB
MIDWEST INTERSTATE ELEC
MIDWEST MECHANICAL GROU
MIDWESTERN ELECTRIC CO
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
NEW CASTLE ELECTRIC INC
NEWCASTLE ELECTRIC INC
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
ORION ELECTRIC & MAINT
PACE SYSTEMS INC
PAGODA ELECTRIC INC
PALOS ELECTRIC
PATRICK ELECTRIC
PEAK ELECTRIC INC
PEARSON ELECTRIC
PETERS ELECTRIC AND TEC
PHOENIX SYSTEMS & SERVI
PINNACLE SERVICES INC
PINNER ELECTRIC INC
PLATT ELECTRIC INC
PRECISION CONTROL SYSTE
PRECISION CONTROL SYSTE
PREFERRED ELECTRICAL CO
PREMIER TECHNOLOGY GROU
PRIME ELECTRIC CO INC
PRO-ARC ELECTRICAL CONS
PROGRESS ELECTRIC
PROTEX INSTALLATIONS IN
PROTON ELECTRIC CORPORA
QUICK ELEC CO
REAGLE ELECTRIC INC
RAG'S ELECTRIC
RANDEL ELECTRIC INC
RAPTOR INDUSTRIES INC
READING ELECTRIC INC
REHM ELECTRIC
RENAISSANCE COMMUNICATI
REX ELECTRIC & TECHNOLO
RICHMOND ELECTRIC
RLG POWER & CONTROL
RLM ELECTRIC INC DBAA
RON JONES ELECTRIC INC
ROSSET ELECTRIC
RYAN ELECTRICAL SERVICE
RYORIK INC DBABURNETT
S & M ELECTRIC INC
S & S SYSTEMS OF AMERIC
SACHS ELECTRIC COMPANY
SCHECK MECHANICAL CORP
SCHEFFLER ELECTRIC
SCHNEIDER ELECTRIC BLDG
SECURITY UNLIMITED INC
SEICO INC
SERVICE PLUS INC
SHAMROCK ELECTRIC CO IN
SHARLEN ELECTRIC
SHARMIK ELECTRIC
SHILLELAGH ELECTRIC COR
SHORELINE ELECTRIC COMP
SIEVERT ELECTRIC SERVIC
SKITCH ELECTRIC
SMC ELECTRICAL CORPORAT
SMG SECURITY HOLDINGS L
SOUND INC
SPL INTEGRATED SOLUTION
SPUR ELECTRICAL INC
STANCY ELECTRIC INC
SUBURBAN COMMUNICATIONS
SULLIVAN ELECTRICAL CON
SUPER ELECTRIC CONSTRUC
SUPERIOR ONE ELECTRIC I
SWEDBERG ELECTRIC INC
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 INCORPORA
TWIN ELECTRIC OF CHICAG
UNITED NETWORK SYSTEMS
UNIVERSAL POWER & CONTR
US DATACOMM INC
USA SECURITY SYSTEMS
VADER ELECTRIC CHICAGO
VALLEY ELECTRICAL CONTR
VAN ERT ELECTRIC
VIDATA 1 COMMUNICATIONS
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
WOLF ELECTRIC 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