I B E W LOCAL 25 HEALTH AND BENEFIT FUND: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: I B E W LOCAL 25 HEALTH AND BENEFIT FUND (EIN 11-1630810)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-10-22
IRS object ID: 202042969349301424
Schema version: 2019v5.1
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
Form 990
Schedule D
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-10-22T13:43:48-05:00	ReturnTs
Tax Period End	2019-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	131577780	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	SCHULTHEIS & PANETTIERI LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	450 WIRELESS BLVD	AddressLine1Txt
City	HAUPPAUGE	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11788	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2019-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	111630810	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	IBEW LOCAL 25 HEALTH & BENEFIT FUND	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	IBEW	BusinessNameControlTxt
Phone	6314343344	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	372 VANDERBILT MOTOR PARKWAY	AddressLine1Txt
City	HAUPPAUGE	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11788	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JAMES KENNEDY	PersonNm
Person Title	EMPLOYER TRUSTEE	PersonTitleTxt
Phone	6314343344	PhoneNum
Signature	2020-10-22	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CAROL WESTFALL	PreparerPersonNm
PTIN	P00539069	PTIN
Phone	6312734778	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	173.56.115.218	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-10-22	IPDt
IP Tm	14:42:23	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	3D4AE2E8976E81368E472ACBB9DF04FDA774F33F	AtSubmissionCreationDeviceId
At Submission Filing Device Id	3D4AE2E8976E81368E472ACBB9DF04FDA774F33F	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2021-04-22 16:20:28Z	BuildTS

Form 990 IRS990

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	372 VANDERBILT MOTOR PARKWAY	AddressLine1Txt
City	HAUPPAUGE	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11788	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$83,992,700	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	N/A	WebsiteAddressTxt
Type Of Organization Trust	Yes (X)	TypeOfOrganizationTrustInd
Formation	1950	FormationYr
Legal Domicile State	NY	LegalDomicileStateCd
Activity Or Mission	THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.	ActivityOrMissionDesc
Voting Members Governing Body	8	VotingMembersGoverningBodyCnt
Voting Members Independent	8	VotingMembersIndependentCnt
Total Employee	0	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	$33,041,306	PYProgramServiceRevenueAmt
CY Program Service Revenue	$37,375,539	CYProgramServiceRevenueAmt
PY Investment Income	$1,950,524	PYInvestmentIncomeAmt
CY Investment Income	$2,204,035	CYInvestmentIncomeAmt
PY Other Revenue	$27,786	PYOtherRevenueAmt
CY Other Revenue	$600	CYOtherRevenueAmt
PY Total Revenue	$35,019,616	PYTotalRevenueAmt
CY Total Revenue	$39,580,174	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$38,165,719	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$41,186,130	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	$947,664	PYOtherExpensesAmt
CY Other Expenses	$1,051,657	CYOtherExpensesAmt
PY Total Expenses	$39,113,383	PYTotalExpensesAmt
CY Total Expenses	$42,237,787	CYTotalExpensesAmt
PY Revenues Less Expenses	-$4,093,767	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$2,657,613	CYRevenuesLessExpensesAmt
Total Assets BOY	$71,899,012	TotalAssetsBOYAmt
Total Assets EOY	$71,948,079	TotalAssetsEOYAmt
Total Liabilities BOY	$3,581,413	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$4,084,390	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$68,317,599	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$67,863,689	NetAssetsOrFundBalancesEOYAmt
Mission	THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Desc	THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.	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	0	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	0	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	0	EmployeeCnt
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	8	GoverningBodyVotingMembersCnt
Independent Voting Member	8	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	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	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	JOHN GILDAY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6314343344	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	372 VANDERBILT MOTOR PARKWAY	AddressLine1Txt
City	HAUPPAUGE	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	117885133	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd
PAUL DUNN
EMPLYR TRUSTEE	0.50	0.00	Yes (X)	$0	$0	$0
CLIFFORD SEAMAN
EMPLYR TRUSTEE	0.50	0.00	Yes (X)	$0	$0	$0
PAT SANTORO
EMPLYR TRUSTEE	0.50	0.00	Yes (X)	$0	$0	$0
JAMES KENNEDY - EFF 119
EMPLYR TRUSTEE	0.50	0.00	Yes (X)	$0	$0	$0
JAMES MALLEY
UNION TRUSTEE	0.50	0.00	Yes (X)	$0	$0	$0
KEVIN CASEY
UNION TRUSTEE	0.50	0.00	Yes (X)	$0	$0	$0
GODFREY KING
UNION TRUSTEE	0.50	0.00	Yes (X)	$0	$0	$0
EDWARD O'BRIEN
UNION TRUSTEE	1.00	0.00	Yes (X)	$0	$0	$0
JOHN GILDAY - EFF 119
FUND MANAGER	12.00	0.00		$0	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	Yes (1)	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
MAGNACARE ADMINISTRATIVE SERVICES
825 EAST GATE BLVD	GARDEN CITY	NY	11530	HEALTHCARE PROVIDER	$1,392,081
BANK OF NEW YORK MELLON
BNY MELLON CENTER RM 151-1015	PITTSBURGH	PA	15230	INVESTMENT CUSTODIAN	$154,433
EXPRESS SCRIPTS INC
100 PARSONS POND DR	FRANKLIN LAKES	NJ	07417	HEALTHCARE PROVIDER	$107,948

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	3	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTION	900099	$34,222,354	$34,222,354
PARTICIPANT CONTRIBUTION	900099	$3,153,185	$3,153,185

Field	Value	IRS element (for citing)
Total Program Service Revenue	$37,375,539	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,391,852	TotalRevenueColumnAmt
Exclusion	$1,391,852	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$45,224,709	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$44,412,526	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$812,183	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$812,183	TotalRevenueColumnAmt
Exclusion	$812,183	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Business	900099	BusinessCd
Total Revenue Column	$600	TotalRevenueColumnAmt
Related Or Exempt Func Income	$600	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$600	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$39,580,174	TotalRevenueColumnAmt
Related Or Exempt Func Income	$37,376,139	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$2,204,035	ExclusionAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$41,186,130	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$42,868	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$58,625	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$170,122	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$33,450	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$61,641	TotalAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$134,336	TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$543,613	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$7,002	TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$42,237,787	TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$2,803,170	BOYAmt
EOY	$3,395,256	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$3,918,229	BOYAmt
EOY	$3,737,677	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$57,454,417	BOYAmt
EOY	$55,394,959	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$7,673,196	BOYAmt
EOY	$9,363,962	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$50,000	BOYAmt
EOY	$56,225	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$71,899,012	BOYAmt
EOY	$71,948,079	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$104,213	BOYAmt
EOY	$114,264	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$3,477,200	BOYAmt
EOY	$3,970,126	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$3,581,413	BOYAmt
EOY	$4,084,390	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	$68,317,599	BOYAmt
EOY	$67,863,689	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$68,317,599	BOYAmt
EOY	$67,863,689	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$71,899,012	BOYAmt
EOY	$71,948,079	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$2,657,613	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$2,203,703	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
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

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$0	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
COMMON COLLECTIVE TRUST	$7,137,983	F
PARTNERSHIP TRUST FUND	$2,225,979	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$9,363,962	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
BENE OBLIGATIONS CURRENTLY PAYABLE	$3,760,400
NET TRADES PENDING SETTLEMENT	$209,726

Field	Value	IRS element (for citing)
Total Liability	$3,970,126	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$41,613,755	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$2,203,703	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$2,203,703	RevenueNotReportedAmt
Revenue Subtotal	$39,410,052	RevenueSubtotalAmt
Investment Expenses Not Incld	$170,122	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$170,122	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$39,580,174	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$41,784,465	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$41,784,465	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$170,122	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$283,200	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$453,322	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$42,237,787	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART XII, LINE 4B - OTHER ADJUSTMENTS:	FormAndLineReferenceDesc
Explanation	CHANGE IN BENEFIT OBLIGATION CURRENTLY PAYABLE 283,200.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	JOHN GILDAY - EFF 119	PersonNm
Title	FUND MANAGER	TitleTxt
Base Compensation Filing Org	$0	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$0	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$0	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$0	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE J SUPPLEMENTAL	FormAndLineReferenceDesc
Explanation	JOHN GILDAY RECEIVED COMPENSATION AND BENEFITS PAID BY THE ELECTRICAL INDUSTRY BOARD OF NASSAU AND SUFFOLK COUNTIES NEW YORK (UNRELATED ORGANIZATION) IN HIS CAPACITY AS FUND MANAGER OF THE FILING ORGANIZATION WITH REIMBURSEMENTS MADE ACCORDINGLY. THE FILING ORGANIZATION REIMBURSES 34.48% OF COMPENSATION AND BENEFITS.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 WAS PREPARED IN COORDINATION WITH THE FUND MANAGER WHO WORKS FULL TIME FOR THE ORGANIZATION. ONCE COMPLETED THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION.
FORM 990, PART VI, SECTION B, LINE 12C	THE ORGANIZATION'S CONFLICT OF INTEREST POLICY DICTATES THAT ANY CONFLICT MUST BE DISCLOSED IMMEDIATELY, THEREFORE, THE POLICY IS REGULARLY MONITORED BY EACH MEMBER OF THE BOARD.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. NO DOCUMENTS AVAILABLE TO THE PUBLIC.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Direct Controlling NADirectControllingNACd	Controlled OrganizationControlledOrganizationInd
IBEW LOCAL 25 VACATION AND HOLIDAY
372 VANDERBILT MOTOR PARKWAY	HAUPPAUGE	NY	117885133	111730718	PROVIDE VACATION AND HOLIDAY BENEFITS TO ELIG PARTICIPANTS	NY	501C(9)	N/A	N/A	0
IBEW LOCAL UNION 25
370 MOTOR PARKWAY	HAUPPAUGE	NY	11788	110907965	LABOR ORGANIZATION	NY	501(C)(5)	N/A	N/A	0

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	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE R, PART II AND IV:

CERTAIN TRUSTEES LISTED ON FORM 990 PART VII, SECTION A, SERVE AS VOLUNTEERS AND DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION OR RELATED ORGANIZATIONS IN THEIR CAPACITY AS TRUSTEES OF THIS ORGANIZATION. CERTAIN TRUSTEES LISTED ON FORM 990 PART VII, SECTION A, SERVE AS VOLUNTEERS AND DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION BUT DO RECEIVE COMPENSATION FROM I.B.E.W. LOCAL 25 (THE UNION") IN THEIR CAPACITY AS EMPLOYEES/OFFICERS OF THE UNION. THEIR COMPENSATION IS REPORTED ON THE FORM 990 OF THE UNION.

2019 FORM 990, SCHEDULE R ATTACHMENT, RELATED ORGANIZATIONS

PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORPORATION OR TRUST A & F TESTING A.S.R. ELECT CONST AEG MANAGEMENT NASSAU LLC ALL SERVICE ELEC CONST ALLIANCE DATACOMM TDT ALL-NU ELECT CE2 AMERICAN ELEC TEST ARTEL ELECT CONST AVENTURA ENVIORNMENTAL B & G ELEC OF NY CONST B & R MECHANICAL INC CE2 BALTRAY ENTERPRISES INC. BANA ELECT CONST BEL-AIR ELECTRIC CONST BENSIN CONTRACTING BRINKMANN ELEC CE2 C.R.K. CONTRACTING CONST CABLES UNLIMITED TJ CALTECH ELECTRIC CW2 CARDINAL CONTROL CONST CARDINALE IND. INC. WB CDJ ELECTRIC CONST CELLECTRIC ELECTRICAL LLC CERTIFIED MULTIMEDIA TJ CHARLES HOYLER CONST COM BELL SYSTEMS TJ COMMANDER ELECT CONST COMMERCIAL INSTR CONST CONTROL SPEC CE2 COOPER POWER CONSTRUCTION CORPORATE ELEC CONST CURRENT ELECTRICAL DEER PARK ELECT MAIN DELCON ELECT CONST DIANE ELECTRIC LI INC DIFAZIO POWER & ELEC CONS DISCOVER ELECT CE2 E.E.C.O. ELECT E.I.B. ABC FUND E-J ELEC INSTALL CO CONST E-J ELECTRIC T&D LLC ELDOR CONTR CORP CONST ELECNOR HAWKEYE CONST ELEMCO SERVICES CONST EPS TECHNOLOGY CONST ESSIG ELECT CONST FM ELECTRIC MRW FRESH MEADOW ELEC LLC GEORGE ROPPELT CONST GLOBAL NETWORK SOL TJ GOING SIGN COMPANY GORDON L SEAMAN CONST HAUGLAND ENERGY GROUP TJ HELLMAN ELECTRIC CORP HEMPSTEAD ELEC CONST HICKEY ELECT CONST HIGH VOLTAGE MAINT CORP HINCK ELECT CONST HUGH O'KANE ELECTRIC TJ I.T.P. LLC TJ IC ELECTRIC INC RA ICON IDENTITY NEON IPLLI INC CE2 ISLAND PUMP & TANK J.A. LEE ELEC CONST J.A.T.C. FUND J.P. DALY AND SONS JOE THE ELECT INC RW JOHN PAUL ELEC CONST JOHNSON ELECT CONST JVR ELEC INC CONST K. SCHRAGE & SON RW KC NILSEN ELECTRICAL KND LICENSED ELECT CONST L.E.B. ELEC CONST L.P.C. INC. STT LAKE GROVE ELEC CONST LEXX COMMUNICATIONS TDT LOCAL 25 I.B.E.W. LOCAL 25-H LOCAL 25-P M.K. ELECT CONT CORP MACYS EXEC. OFFICE MAINLINE ELEC CONST MASS ELECT CONST MATHEW D BORCINA CE2 MAXGEN ENERGY SERVICE MDE CONTRACTING CORP MEGA ELECT CONST NATIONAL MAINT INC NEON NATIONAL SOUND TJ NEW YORK RACING ASSOC NEW YORK TRENCHLESS INC NEWBRIDGE DATACOM STT NORTH SHORE NEON SIGN NORTHGATE ELEC CONST NTS ELECTRICAL CW1 NU STAR ELEC CONST O'REILLY ELECTRIC CONST PALACE ELECT CONST PARAGON ELECT CORP CONS PATRIOT DATA & ELEC E2 PHOENIX ELECTRICAL CONT PINTO & TEGER ELEC CONST POLARIS ELECT RADDCOMM GROUP TDT RB ELECTRIC & SON CE2 RICH BRZESKI ELEC CW1 RIGGS DISTLER & CO RM HUGHES ELECTRIC TT2 ROLAND ELEC CONST S.J. ELECT CONST SCHUPPS LINE CONST INC SCRIBA ELECTRIC INC AJ SOUTH SHORE ELEC CONST STATEWIDE ELECT CE2 STRIANO ELECTRIC CO SUNRISE ELECT CONST SUNY AT STONYBROOK THREE BROS RW TJ SIGNS INC NEON TOMM ELECTRIC LLC AJ ULTIMATE SIGNS UNITY ELEC CONST VINCON ELEC CONST VSC ELECTRIC CE3 WELLS GLOBAL WEST WELSBACH ELEC CONST WEST BABYLON ELEC CONST WIRE TO WATER INC