2019-01-26T09:28:14-06:00 2018-05-31 470900880 CALIBRE CPA GROUP PLLC 566 W LAKE ST SUITE 300 CHICAGO IL 60661 990 2017-06-01 362951116 IBEW ELECTRIAL WORKERS GENERAL WELFARE FUND IBEW 6303931701 28600 BELLA VISTA PARKWAY No 1110 WARRENVILLE IL 60555 FRANK FURCO TRUSTEE 6303931701 2019-01-26 1 COREY BILKEY P00499751 3126550037 38.100.43.100 2019-01-26 10:28:01 ES P 883CF1A9781ABDA3268701484D9C94428E8D752B 099BB351ED5C43DB8E4A0DD96B056B1430213725 2017 2019-02-21 02:37:17Z 28600 BELLA VISTA PARKWAY No 1110 WARRENVILLE IL 60555 36733912 0 X N/A X 1976 IL PROVIDE HEALTH & INSURANCE BENEFITS 10 5 91 0 0 0 0 0 34849803 35607134 1302456 760899 389896 365879 36542155 36733912 0 0 31508919 30925282 1247534 1178073 0 0 0 1979259 2034996 34735712 34138351 1806443 2595561 52477687 57990587 14811539 15800964 37666148 42189623 PROVIDE HEALTH & INSURANCE BENEFITS 0 0 THE PLAN PROVIDES HEALTH BENEFITS (HOSPITAL, VISION, DENTAL, DISABILITY) AS WELL AS LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE FOR ELIGIBLE PARTICIPANTS. 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1132 0 1 91 1 0 0 0 0 0 0 X 10 5 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X TERRY MUSTO 6303931701 28600 BELLA VISTA PKWY WARRENVILLE IL 60555 SHARON CATTANEO TRUSTEE 3.00 X 0 0 0 JOHN MCDONNELL TRUSTEE 3.00 3.00 X 3893 0 3024 ANTHONY MULIZIO TRUSTEE 3.00 X 0 0 0 FRANK FURCO TRUSTEE 3.00 40.00 X 0 140581 94198 WILLIAM DREW TRUSTEE 3.00 3.00 X 3407 5856 3860 BRIAN HAUG TRUSTEE 3.00 X 0 0 0 KEVIN CONNELLY TRUSTEE 3.00 X 0 0 0 ROBERT PANATERA TRUSTEE 3.00 3.00 X 4705 3007 3607 ANTHONY GIUNTI TRUSTEE 3.00 40.00 X 0 134115 90295 FRANCIS SIKORA TRUSTEE 3.00 X 0 0 0 BRIAN BENSON ASST ADMINISTRATOR 40.00 3.00 X 112709 2811 69938 TERRY MUSTO FUND ADMINISTRATOR 40.00 X 195040 0 34850 319754 286370 299772 2 0 1 0 BLUE CROSS BLUE SHIELD 300 E RANDOLPH ST CHICAGO IL 60601 PPO ACCESS FEES 821707 FOSTER & FOSTER 1 OAK BROOK TERRACE STE 720 OAK BROOK TERRACE IL 60181 ACTUARIAL CONSULTING 110093 2 EMPLOYER CONTRIBUTIONS 900099 32047450 32047450 RETIRED PARTICIPANT CONTRB 900099 3336562 3336562 ACTIVE PARTICIPANT CONTRIB 900099 223122 223122 35607134 760899 760899 REIMBURSED PAYROLL, TAXES & BENEF 900099 365879 365879 365879 36733912 35973013 0 760899 30925282 21254 736066 176233 180314 64206 87602 61890 151602 1150959 190607 71633 117188 10375 87910 105230 34138351 2238008 1384160 1972083 1164088 2517988 2769937 39372 476790 296500 115544 226986 180956 17436066 21624705 27999958 30321688 47226 68263 52477687 57990587 69902 44518 14741637 15756446 14811539 15800964 X 0 0 0 0 37666148 42189623 37666148 42189623 52477687 57990587 2595561 1927914 0 X X 0 1 X 1 0 296500 115544 180956 180956 COMMON COLLECTIVE TRUSTS 17596779 F LIMITED PARTNERSHIPS 12724909 F 30321688 CURRENT BENEFIT OBLIGATIONS 15756446 15756446 X 38144345 1927914 1927914 36216431 151602 365879 517481 36733912 32606061 0 32606061 151602 1380688 1532290 34138351 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. 0 0 0 FRANK FURCO TRUSTEE 0 123451 0 0 0 17130 0 66018 0 28180 0 234779 0 0 ANTHONY GIUNTI TRUSTEE 0 118246 0 0 0 15869 0 63314 0 26981 0 224410 0 0 BRIAN BENSON ASST ADMINISTRATOR 112709 2811 0 0 0 0 50652 0 19286 0 182647 2811 0 0 TERRY MUSTO FUND ADMINISTRATOR 195040 0 0 0 0 0 15851 0 18999 0 229890 0 0 0 Form 990, Part VI, Section B, line 11b THE 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 12c THE 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 15 THE 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 19 A 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. IBEW LOCAL 701 PENSION FUND 28600 BELLA VISTA PARKWAY WARRENVILLE IL 60555 366455509 PROVIDE PENSION BENEFITS TO PARTICIPANTS IL 401(a) 0 IBEW LOCAL 701 RETIREMENT SAVINGS FUND 28600 BELLA VISTA PARKWAY WARRENVILLE IL 60555 366455509 RETIREMENT BENEFITS IL 401(a) 0 IBEW LOCAL 701 VACATION FUND 28600 BELLA VISTA PARKWAY WARRENVILLE IL 60555 362942688 PROVIDE VACATION BENEFITS FOR PARTICIPANTS IL 501(c)(9) 0 IBEW LOCAL 701 SUPP UNEMPL BENEFIT FD 28600 BELLA VISTA PARKWAY WARRENVILLE IL 60555 364166378 PROVIDE UNEMPLOYMENT BENEFITS FOR PARTICIPANTS IL 501(c)(17) 0 IBEW LOCAL 701 LMCC 28600 BELLA VISTA PARKWAY WARRENVILLE IL 60555 364017836 ASSISTS MEMBERS AND EMPLOYERS FOR CONCERNS OUTSIDE CBA IL 501C5 0 IBEW LOCAL 701 JATC 28600 BELLA VISTA PARKWAY WARRENVILLE IL 60555 362698479 PROVIDES EDUCATION AND TRAINING TO MEMBERS IL 501C3 0 IBEW LOCAL 701 UNION 28600 BELLA VISTA PARKWAY WARRENVILLE IL 60555 362151869 TO ORGANAIZE ALL ELECTRICAL WORKERS IN JURISDICTION IL 501C5 0 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 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 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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 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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 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