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IBEW ELECTRIAL WORKERS GENERAL WELFARE FUND: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
IBEW ELECTRIAL WORKERS GENERAL WELFARE FUND (EIN 36-2951116)
Tax period
2017-06-01 to 2018-05-31
Filed
2019-01-26
IRS object ID
201910269349300601
Schema version
2017v2.3
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)
Return2019-01-26T09:28:14-06:00ReturnTs
Tax Period End2018-05-31TaxPeriodEndDt

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 Line1566 W LAKE ST SUITE 300AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60661ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-06-01TaxPeriodBeginDt

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
Signature2019-01-26SignatureDt
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)
IP2019-01-26IPDt
IP Tm10:28:01IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id883CF1A9781ABDA3268701484D9C94428E8D752BAtSubmissionCreationDeviceId
At Submission Filing Device Id099BB351ED5C43DB8E4A0DD96B056B1430213725AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

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$36,733,912GrossReceiptsAmt
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 Employee91TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$34,849,803PYProgramServiceRevenueAmt
CY Program Service Revenue$35,607,134CYProgramServiceRevenueAmt
PY Investment Income$1,302,456PYInvestmentIncomeAmt
CY Investment Income$760,899CYInvestmentIncomeAmt
PY Other Revenue$389,896PYOtherRevenueAmt
CY Other Revenue$365,879CYOtherRevenueAmt
PY Total Revenue$36,542,155PYTotalRevenueAmt
CY Total Revenue$36,733,912CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$31,508,919PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$30,925,282CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,247,534PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,178,073CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,979,259PYOtherExpensesAmt
CY Other Expenses$2,034,996CYOtherExpensesAmt
PY Total Expenses$34,735,712PYTotalExpensesAmt
CY Total Expenses$34,138,351CYTotalExpensesAmt
PY Revenues Less Expenses$1,806,443PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,595,561CYRevenuesLessExpensesAmt
Total Assets BOY$52,477,687TotalAssetsBOYAmt
Total Assets EOY$57,990,587TotalAssetsEOYAmt
Total Liabilities BOY$14,811,539TotalLiabilitiesBOYAmt
Total Liabilities EOY$15,800,964TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$37,666,148NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$42,189,623NetAssetsOrFundBalancesEOYAmt
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 Document1132IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee91EmployeeCnt
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TERRY MUSTOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6303931701PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line128600 BELLA VISTA PKWYAddressLine1Txt
CityWARRENVILLECityNm
State AbbreviationILStateAbbreviationCd
ZIP60555ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtHighest Compensated EmployeeHighestCompensatedEmployeeInd
SHARON CATTANEO
TRUSTEE3.00Yes (X)$0$0$0
JOHN MCDONNELL
TRUSTEE3.00Yes (X)$3,893$0$3,0243.00
ANTHONY MULIZIO
TRUSTEE3.00Yes (X)$0$0$0
FRANK FURCO
TRUSTEE3.00Yes (X)$0$140,581$94,19840.00
WILLIAM DREW
TRUSTEE3.00Yes (X)$3,407$5,856$3,8603.00
BRIAN HAUG
TRUSTEE3.00Yes (X)$0$0$0
KEVIN CONNELLY
TRUSTEE3.00Yes (X)$0$0$0
ROBERT PANATERA
TRUSTEE3.00Yes (X)$4,705$3,007$3,6073.00
ANTHONY GIUNTI
TRUSTEE3.00Yes (X)$0$134,115$90,29540.00
FRANCIS SIKORA
TRUSTEE3.00Yes (X)$0$0$0
BRIAN BENSON
ASST ADMINISTRATOR40.00$112,709$2,811$69,9383.00Yes (X)
TERRY MUSTO
FUND ADMINISTRATOR40.00$195,040$0$34,850Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$319,754TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$286,370TotReportableCompRltdOrgAmt
Total Other Compensation$299,772TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BLUE CROSS BLUE SHIELD
300 E RANDOLPH STCHICAGOIL60601PPO ACCESS FEES$821,707
FOSTER & FOSTER
1 OAK BROOK TERRACE STE 720OAK BROOK TERRACEIL60181ACTUARIAL CONSULTING$110,093
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$32,047,450$32,047,450
RETIRED PARTICIPANT CONTRB900099$3,336,562$3,336,562
ACTIVE PARTICIPANT CONTRIB900099$223,122$223,122
FieldValueIRS element (for citing)
Total Program Service Revenue$35,607,134TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$760,899TotalRevenueColumnAmt
Exclusion$760,899ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescREIMBURSED PAYROLL, TAXES & BENEFDesc
Business900099BusinessCd
Total Revenue Column$365,879TotalRevenueColumnAmt
Related Or Exempt Func Income$365,879RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$365,879OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$36,733,912TotalRevenueColumnAmt
Related Or Exempt Func Income$35,973,013RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$760,899ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$30,925,282TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$21,254TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$736,066TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$176,233TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$180,314TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$64,206TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$87,602TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$61,890TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$151,602TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,150,959TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$190,607TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$71,633TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$117,188TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$10,375TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$87,910TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$105,230TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$34,138,351TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,238,008BOYAmt
EOY$1,384,160EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,972,083BOYAmt
EOY$1,164,088EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,517,988BOYAmt
EOY$2,769,937EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$39,372BOYAmt
EOY$476,790EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$296,500LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$115,544LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$226,986BOYAmt
EOY$180,956EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$17,436,066BOYAmt
EOY$21,624,705EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$27,999,958BOYAmt
EOY$30,321,688EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$47,226BOYAmt
EOY$68,263EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$52,477,687BOYAmt
EOY$57,990,587EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$69,902BOYAmt
EOY$44,518EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$14,741,637BOYAmt
EOY$15,756,446EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$14,811,539BOYAmt
EOY$15,800,964EOYAmt
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$37,666,148BOYAmt
EOY$42,189,623EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$37,666,148BOYAmt
EOY$42,189,623EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$52,477,687BOYAmt
EOY$57,990,587EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,595,561ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,927,914NetUnrlzdGainsLossesInvstAmt
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$296,500OtherCostOrOtherBasisAmt
Depreciation$115,544DepreciationAmt
Book Value$180,956BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$180,956TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
COMMON COLLECTIVE TRUSTS$17,596,779F
LIMITED PARTNERSHIPS$12,724,909F
FieldValueIRS element (for citing)
Total Book Value Securities$30,321,688TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCURRENT BENEFIT OBLIGATIONSDesc
Amt$15,756,446Amt
FieldValueIRS element (for citing)
Total Liability$15,756,446TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$38,144,345TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,927,914NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,927,914RevenueNotReportedAmt
Revenue Subtotal$36,216,431RevenueSubtotalAmt
Investment Expenses Not Incld$151,602InvestmentExpensesNotIncldAmt
Other Revenues Not Included$365,879OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$517,481RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$36,733,912TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$32,606,061TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$32,606,061ExpensesSubtotalAmt
Investment Expenses Not Incld2$151,602InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$1,380,688OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1,532,290ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$34,138,351TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part X, Line 2:AS OF MAY 31, 2018, 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, 2018, THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO THE FISCAL YEAR ENDED MAY 31, 2015.
Part XI, Line 4b - Other Adjustments:REIMBURSED PAYROLL, TAXES, AND BENEFITS 365,879.
Part XII, Line 4b - Other Adjustments:INCREASE IN CURRENT BENEFIT OBLIGATIONS 1,014,809. REIMBURSED PAYROLL, TAXES, AND BENEFITS 365,879.

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$123,451$0$0$0$17,130$0$66,018$0$28,180$0$234,779$0$0
ANTHONY GIUNTI
TRUSTEE$0$118,246$0$0$0$15,869$0$63,314$0$26,981$0$224,410$0$0
BRIAN BENSON
ASST ADMINISTRATOR$112,709$2,811$0$0$0$0$50,652$0$19,286$0$182,647$2,811$0$0
TERRY MUSTO
FUND ADMINISTRATOR$195,040$0$0$0$0$0$15,851$0$18,999$0$229,890$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)

C & C SYSTEMS LLC
CITY LIGHTS LTD
FIRETEK LLC
GRAND-KAHN ELECTRIC LLC
IO 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
TAI LLC
SPIRAL SERVICES LLC DBA
STS ASSOCIATES LLC DBA
WINDY CITY AV LLC

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (338 entries)

A & F ELECTRICAL SERVIC
A & K ELECTRIC
ABCO ELECTRICAL CONSTRU
ABR COMMUNICATIONS
ACAMARD TECHNOLOGIES IN
ACS DATALINE OF THE NOR
ADVANCED COMMUNICATIONS
ADVANCED DATA TECHNOLOG
ADVANCED PROTECTION SYS
ADVANCED WIRING SOLUTIO
ADVENT SYSTEMS INC
AIRPORT ELECTRIC CO
ALDRIDGE ELECTRIC INC
ALLIED ELECTRIC & COMMU
AMC TELEPHONE SERVICE I
AMERICAN BACKHOE SERVIC
AMERICAN ELECTRIC CONST
AMERICAN ENERGY ANALYSI
AMS MECHANICAL SYSTEMS
ANCHOR ELECTRIC
ANDERSON PUMP SERVICE
APPLIED COMMUNICATIONS
APPLIED CONTROLS INC
ARC 1 ELECTRIC INC
ARCO ELECTRIC COMPANY
AR-CORE ENTERPRISE INC
ARGON ELECTRIC CO INC
ASHBURN POWER & LIGHT I
ASSOCIATED ELECTRICAL C
ATOMATIC MECHANICAL SER
AUTOMATIC BUILDING CONT
AVONDALE ELECTRIC
BALANCED LOAD ELECTRIC
BANDWIDTH MANAGEMENT IN
BARTLETT POWER & LIGHTI
BARTON ELECTRIC INC
BASSETT ELECTRICAL CONT
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
BROWN ELECTRIC SERVICE
C J POWER INC
C SUREK ELECTRIC
CASE INC
CA RILEY ELECTRIC CONST
CABLE COMMUNICATIONS IN
CABLE ELECTRIC
CAMBRIDGE ELECTRIC
CANDOR ELEC
CANINO ELECTRIC
CAPITAL SERVICE ELECTRI
CAREY ELECTRIC CONTRACT
CARLYN ELECTRICAL CONTR
CATTANEO ELECTRIC
CBA MORRIS INC DBAAUST
CECO INC
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 & J ELECTRIC
D & T ELECTRIC INC
D N R ELECTRICAL CONTRA
D R JONES & COMPANY
DATA CABLE SOLUTIONS IN
DATECH ELECTRIC INC
DAUFENBACH ELECTRIC INC
DELANEY TELECOM INCBLA
DEMARC ELECTRIC AND COM
DESIGN ELECTRIC
DMH ENTERPRISES INCdba
DND ELECTRIC INC
DONGARRA ELECTRIC CO IN
DOYLE SIGNS INC
DURKIN ELECTRIC COMPANY
DYNAMIC ELECTRIC INC
E STONE INC
E3 POWER SOLUTIONS INC
ELECTRICAL CONTRACTORS
ELECTRICAL DESIGNS SYST
ELITE ELECTRIC CO INC
ELLIOTT ELECTRIC INC
ELMUND & NELSON CO
EMERGING COMMUNICATIONS
EMM ELECTRIC INC DBAMO
ENGINEERED SERVICES INC
EVEREST ENERGY AND CONT
EXCEL ELECTRIC INC
EXPRESS SIGNS & LIGHTIN
F CASTRO INC
FIRST SECURITY SYSTEMS
FITZGERALD ELECTRIC
FOUR STAR ELECTRIC INC
FRANK MARSHALL ELECTRIC
FROST ELECTRIC
G & G TECH ELECTRIC
G & M ELECTRICAL CONTRA
GALAXY ENTERPRISES
GALVANIC ELECTRIC CO IN
GARDEN ELECTRIC INC
GATZA ELECTRICAL CONTRA
GEARY ELECTRIC INC
GENESIS ELECTRIC INC
GEO SERVICES INCdba S&
GIBSON ELECTRIC COMPANY
GOORSKY ELECTRIC INC
GRACE POWER & CONTROL L
GREAT LAKES ELECTRICAL
GTS ELECTRIC INC
GURTZ ELECTRIC
H & H ELECTRIC CO
HEG CORPORATION
HALM ELEC CONTR INC
HARDT ELECTRIC
HARTMANN ELECTRIC CO IN
HAWK ENTERPRISES INC
HEART TECHNOLOGIES INC
HELM ELECTRICAL SERVICE
HICKEY ELECTRICAL CONTR
HINSDALE ELECTRIC
HMM SYSTEMS INC
HOLMGREN ELECTRIC INC
HOME TOWNE ELECTRIC
HOMESTEAD ELECTRIC CO
HOMESTEAD ELECTRICAL CO
HORIZON CONTRACTORS IN
HUEN ELECTRIC CO
HUSSMANN CORPORATION
HY-POWER ELECTRIC
ICOM INC
IDEAL ELECTRIC 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 HAMILTON ELECTRIC
J J JONES & CO
J M S ELECTRIC INC
JAMERSON & BAUWENS ELEC
JASCO ELECTRIC
JM ELECTRIC SERVICES L
JNS POWER & CONTROL SYS
JOLEN ELECTRIC INC
K L ELECTRIC CO INC
KALISH ELECTRIC CO INC
KASTLE SYSTEMS
KDN SIGNS INC
KELLENBERGER ELECTRIC I
KELSO-BURNETT
KLASS ELECTRIC COMPANY
KRATOS PUBLIC SAFETY &
KRAUSE ELECTRICAL CONTR
KROESCHELL ENGINEERING
KTK ELECTRICAL CONTRACT
KWASIGROCH ELECTRIC INC
LAKESHORE POWER & LIGHT
LAUDERDALE ELECTRIC INC
LETECH
LEYDEN ELECTRIC INC
LIGHTHOUSE ELECTRIC IN
LINEAR ELECTRICAL ENG I
LOHBAUER ELECTRIC INC
LOMBARDI ELECTRIC INC
LOW LINE TECHNOLOGIES I
LOW VOLTAGE SOLUTIONS
LYONS ELECTRIC
MALKO COMMUNICATION SER
MALLARD ELECTRIC COMPAN
MANOR ELECTRIC INC
MARCHIONE ELECTRIC INC
MARON ELECTRIC
MCWILLIAMS ELECTRIC
MDI ELECTRICAL CONSTRUC
MEADE ELECTRIC
MEANY ELECTRIC
MECHANICAL SYSTEMS INC
MECO ELECTRIC CO INC
MEDLIN COMMUNICATIONS
MENDEL PLUMBING & HEATI
MG ELECTRIC
MID STATES CONTRACTING
MIDCO INC
MIDWEST COMM TECH DBAB
MIDWEST INTERSTATE ELEC
MIDWEST MECHANICAL GROU
MIDWESTERN UNIVERSITY
MIV INC
MODERN SIGNS INC
MOHAWK ELECTRIC
MONARCH ELECTRIC CONSTR
MORSE ELECTRIC INC
MUSTANG CONSTRUCTION IN
MUZAK LIMITED PARTNERSH
NAPERVILLE ELECTRICAL C
NATIONAL ELECTRIC OF IL
NATIONAL TECHNOLOGIES D
NESKO ELECTRIC COMPANY
NEWCASTLE ELECTRIC INC
NUCORE ELECTRIC INC
NUWAVE ELECTRIC INC
OCARROLL ELECTRICAL CON
OKEH ELECTRIC
OLSON & SONS ELECTRICAL
OLYMPIC SIGNS INC
OMEGA ELECTRIC CO INC
OMEGA SIGN & LIGHTING I
OMNI COMMERICAL LIGHTIN
PACE SYSTEMS INC
PALOS ELECTRIC
PEAK ELECTRIC INC
PHOENIX SYSTEMS & SERVI
PIEPER ELECTRIC INC
PINNACLE SERVICES INC
PINNER ELECTRIC INC
PLATINUM COMMUNICATIONS
PLATT ELECTRIC INC
PRECISION CONTROL SYSTE
PREFERRED ELECTRICAL CO
PREMIER POWER PROFESSIO
PREMIER TECHNOLOGY GROU
PREMIUM ELECTRIC SERVIC
PRIME ELECTRIC CO INC
PRO-ARC ELECTRICAL CONS
PROGRESS ELECTRIC
PROTEX INSTALLATIONS IN
QUICK ELEC CO
R & R ELECTRICAL CONTRA
REAGLE ELECTRIC INC
RAG'S ELECTRIC
RANDEL ELECTRIC INC
READING ELECTRIC INC
REHM ELECTRIC
REX ELECTRIC & TECHNOLO
RICHMOND ELECTRIC
RIDGEVIEW ELECTRIC
RJL GROUP INC
RLG POWER & CONTROL
RLM ELECTRIC INC DBAA
RON JONES ELECTRIC INC
ROSSET ELECTRIC
RYAN ELECTRICAL SERVICE
RYCOM INC
RYORIK INC DBABURNETT
S & D ELECTRICAL CONTRS
S & M ELECTRIC INC
S & S SYSTEMS OF AMERIC
SCHECK MECHANICAL CORP
SCHEFFLER ELECTRIC
SCHNEIDER ELECTRIC BLDG
SECURITY UNLIMITED INC
SEICO INC
SERVICE PLUS INC
SHAMROCK ELECTRIC CO IN
SHARLEN ELECTRIC
SHARMIK ELECTRIC
SHORELINE ELECTRIC COMP
SIEVERT ELECTRIC SERVIC
SMC ELECTRICAL CORPORAT
SMG SECURITY HOLDINGS L
SMG SECURITY SYSTEMS IN
SOUND INC
SPL INTEGRATED SOLUTION
SPUR ELECTRICAL INC
STANCY ELECTRIC INC
SULLIVAN ELECTRICAL CON
SUPER ELECTRIC CONSTRUC
SWEDBERG ELECTRIC INC
TALON ELECTRIC COMPANY
TAYLOR ELECTRIC COMPANY
TECH ELECTRONICS OF ILL
TERRANCE ELECTRIC & TEC
THE BAR TECH GROUP INC
THEO ELECTRIC
THERM FLO INC
THOMPSON ELECTRONICS CO
THORNE ELEC
THURSTON ELECTRICAL SPE
TIMCO INC
TIME BUSINESS SYSTEMS
TIMM ELECTRIC INC
TITAN ELECTRIC
TRI TECH ELECTRIC INC
TRI-CITY ELECTRIC CO OF
TRI-M ELECTRIC INC
TRI-R SYSTEMS INCORPORA
TURO ELECTRICAL CONTRS
TWIN ELECTRIC OF CHICAG
UNIVERSAL POWER & CONTR
US DATACOMM INC
USA SECURITY SYSTEMS
UTILITY DYNAMICS CORPOR
VALLEY ELECTRIC INC
VALLEY ELECTRICAL CONTR
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