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NATIONAL ELEVATOR INDUSTRY HEALTH BENEFIT PLAN: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
NATIONAL ELEVATOR INDUSTRY HEALTH BENEFIT PLAN (EIN 23-6209407)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-13
IRS object ID
201803179349304995
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)
Return2018-11-13T13:54:57-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232586736PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DANIEL A WINTERS & COMPANY CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16 DICKINSON DRIVE SUITE 205AddressLine1Txt
CityCHADDS FORDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19317ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN236209407EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NATIONAL ELEVATOR INDUSTRY HEALTHBusinessNameLine1Txt
Business Name Line2BENEFIT PLANBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlNATIBusinessNameControlTxt
Phone8005234702PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line119 CAMPUS BLVD NO 200AddressLine1Txt
CityNEWTOWN SQUARECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19073ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLARRY MCGANNPersonNm
Person TitleTRUSTEE/CO-CHAIRMANPersonTitleTxt
Phone8005234702PhoneNum
Signature2018-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCRAIG D WINTERS CPAPreparerPersonNm
PTINP00154131PTIN
Phone6103582000PhoneNum
Preparation2018-11-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address71.123.47.35IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-13IPDt
IP Tm14:54:48IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id5A17B4DDEC9E5668F9BDEFB1AC4DABA31E720524AtSubmissionCreationDeviceId
At Submission Filing Device IdB8D21F7C2972CF272D9374FF3F6ECA2CD6C8AC92AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerROBERT O BETTS JRPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line119 CAMPUS BLVD NO 200AddressLine1Txt
CityNEWTOWN SQUARECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19073ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,407,695,473GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.NEIBENEFITS.ORGWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1952FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTHE PURPOSE OF THIS PLAN IS TO PROVIDE HEALTH AND WELFARE BENEFITS AND THE MEANS FOR FINANCING THE EXPENSES OF THE TRUSTEES IN THE OPERATION AND ADMINISTRATION OF THIS TRUST.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$767,199,413PYProgramServiceRevenueAmt
CY Program Service Revenue$852,669,962CYProgramServiceRevenueAmt
PY Investment Income$34,458,512PYInvestmentIncomeAmt
CY Investment Income$49,311,618CYInvestmentIncomeAmt
PY Other Revenue$442,435PYOtherRevenueAmt
CY Other Revenue$434,059CYOtherRevenueAmt
PY Total Revenue$802,100,360PYTotalRevenueAmt
CY Total Revenue$902,415,639CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$580,174,434PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$647,766,778CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$6,836,594PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$7,350,362CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$32,911,159PYOtherExpensesAmt
CY Other Expenses$37,192,534CYOtherExpensesAmt
PY Total Expenses$619,922,187PYTotalExpensesAmt
CY Total Expenses$692,309,674CYTotalExpensesAmt
PY Revenues Less Expenses$182,178,173PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$210,105,965CYRevenuesLessExpensesAmt
Total Assets BOY$1,648,931,115TotalAssetsBOYAmt
Total Assets EOY$2,035,860,080TotalAssetsEOYAmt
Total Liabilities BOY$158,619,948TotalLiabilitiesBOYAmt
Total Liabilities EOY$200,918,230TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,490,311,167NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,834,941,850NetAssetsOrFundBalancesEOYAmt
MissionTHE PURPOSE OF THIS PLAN IS TO PROVIDE HEALTH AND WELFARE BENEFITS AND THE MEANS FOR FINANCING THE EXPENSES OF THE TRUSTEES IN THE OPERATION AND ADMINISTRATION OF THIS TRUST.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE PURPOSE OF THIS PLAN IS TO PROVIDE HEALTH AND WELFARE BENEFITS AND THE MEANS FOR FINANCING THE EXPENSES OF THE TRUSTEES IN THE OPERATION AND ADMINISTRATION OF THIS TRUST. THIS IS ESSENTIALLY THE ONLY PROGRAM SERVICE OF THE ORGANIZATION AND ALL OF THE REVENUES AND EXPENSES ARE CONSIDERED TO BE FOR THIS PURPOSE.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 AssetsYes (1)ReportOtherAssetsInd
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
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document25945IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryPLForeignCountryCd
Foreign CountryTWForeignCountryCd
Foreign CountryJAForeignCountryCd
Foreign CountryKSForeignCountryCd
Foreign CountryBRForeignCountryCd
Foreign CountryEZForeignCountryCd
Foreign CountryINForeignCountryCd
Foreign CountryMYForeignCountryCd
Foreign CountrySWForeignCountryCd
Foreign CountryCOForeignCountryCd
Foreign CountryDAForeignCountryCd
Foreign CountryTUForeignCountryCd
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 Member7IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT O BETTS JRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8005234702PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line119 CAMPUS BLVD SUITE 200AddressLine1Txt
CityNEWTOWN SQUARECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19073ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
LARRY J MCGANN
TRUSTEE/CO-CHAIRMAN8.0032.00Yes (X)$0$337,854$132,294
RICK AMAROSA
TRUSTEE/CHAIRMAN8.00Yes (X)$0$0$0
STEVEN BRUNO
TRUSTEE2.0038.00Yes (X)$0$239,192$108,564
KENNETH DZIERAWIEC
TRUSTEE2.00Yes (X)$0$0$0
ANTHONY GAZZANIGA
TRUSTEE2.00Yes (X)$0$0$0
CHRISTIAN GRENIER
TRUSTEE2.00Yes (X)$0$0$0
KEVIN MOODY
TRUSTEE2.0038.00Yes (X)$0$190,026$95,216
J PATRICK HEANEY
TRUSTEE2.00Yes (X)$0$0$0
R ALLEN SPEARS
TRUSTEE2.00Yes (X)$0$0$0
VINCENT SHIAVONE
TRUSTEE2.00Yes (X)$0$0$0
PAUL CAFFARELLI
TRUSTEE2.00Yes (X)$0$0$0
JACK UPCHURCH
TRUSTEE2.00Yes (X)$0$0$0
ROBERT O BETTS
EXECUTIVE DIRECTOR22.00$130,041$0$30,565Yes (X)
JOHN A MCGOWAN
DIRECTOR OF HEALTH CLAIMS40.00$160,000$0$47,309Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$290,041TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$767,072TotReportableCompRltdOrgAmt
Total Other Compensation$413,948TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
HEALTH CARE SERVICE CORPORATION
300 EAST RANDOLPH 26TH FLOORCHICAGOIL60601NETWORK ADMINISTRATION$19,833,374
CAREWISE
9200 SHELBYVILLE ROADLOUISVILLEKY40222UTIL, DISEASE, CASE MGMT$1,633,166
EXPRESS SCRIPTS
1 EXPRESS SCRIPTS WAYST LOUISMO63121NETWORK ADMINISTRATION$1,235,941
BEACON HEALTH OPTIONS INC
240 CORPORATE BOULEVARDNORFOLKVA23502CASE MGMT & ADMIN$1,017,723
JANUS CAPITAL GROUP
151 DETROIT STDENVERCO80206INVESTMENT MANAGEMENT$779,298
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K34CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$733,060,919$733,060,919
CONTRIB EXT BENEFITS525100$70,098,176$70,098,176
FORMULARY REBATE PRESCRIPTION BEN525100$41,117,690$41,117,690
MEDICARE PART D SUB525100$6,710,985$6,710,985
PARTICIPANT CONTRIB525100$1,682,192$1,682,192
FieldValueIRS element (for citing)
Total Program Service Revenue$852,669,962TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$26,369,957TotalRevenueColumnAmt
Exclusion$26,369,957ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,511,338,320SecuritiesAmt
Other$16,883,175OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,490,279,398SecuritiesAmt
Other$15,000,436OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$21,058,922SecuritiesAmt
Other$1,882,739OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$22,941,661TotalRevenueColumnAmt
Exclusion$22,941,661ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
REIMB RELATED PLAN525100$426,250$426,250
STOCK COMMISSION REFUNDS525100$7,149$7,149
SETTLEMENT PROCEEDS525100$660$660
FieldValueIRS element (for citing)
Other Revenue Total$434,059OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$902,415,639TotalRevenueColumnAmt
Related Or Exempt Func Income$853,104,021RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$49,311,618ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$647,766,778TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$160,606TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$4,268,949TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$393,400TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,167,188TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$360,219TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$721,650TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$275,558TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$4,727,064TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$26,777,393TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,132,104TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$814,374TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$693,661TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,602TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$254,825TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$98,481TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$86,678TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
NY STATE SURCHARGE$566,468
PRINTING & DUPLICATING$507,638
REIMB FOR FIXED ASSETS$319,304
PPA REINSURANCE FEES$195,788

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$17,946TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$692,309,674TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$15,011,424BOYAmt
EOY$10,654,461EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$142,261,641BOYAmt
EOY$86,736,351EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$710,375BOYAmt
EOY$726,170EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,296,349LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$994,299LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$391,018BOYAmt
EOY$302,050EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$977,169,093BOYAmt
EOY$1,039,996,743EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$513,387,564BOYAmt
EOY$767,382,252EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$130,062,053EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,648,931,115BOYAmt
EOY$2,035,860,080EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$137,844,576BOYAmt
EOY$8,168,567EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$20,775,372BOYAmt
EOY$192,749,663EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$158,619,948BOYAmt
EOY$200,918,230EOYAmt
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$1,490,311,167BOYAmt
EOY$1,834,941,850EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,490,311,167BOYAmt
EOY$1,834,941,850EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,648,931,115BOYAmt
EOY$2,035,860,080EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$210,105,965ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$134,524,718NetUnrlzdGainsLossesInvstAmt
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$1,296,349OtherCostOrOtherBasisAmt
Depreciation$994,299DepreciationAmt
Book Value$302,050BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$302,050TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

FieldValueIRS element (for citing)
Book Value$13,049,882BookValueAmt
Method ValuationFMethodValuationCd

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
COMMON/COLLECTIVE TRUST$217,790,558F
LIMITED PARTNERSHIPS$140,661,087F
OTHER$395,880,725F
FieldValueIRS element (for citing)
Total Book Value Securities$767,382,252TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
DUE FROM BROKER FOR SECURITIES SOLD$123,335,518
INTEREST AND DIVIDENDS RECEIVABLE$6,726,535
FieldValueIRS element (for citing)
Total Book Value Other Assets$130,062,053TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
SWAP CONTRACTS$12,207,569
OPTION CONTRACTS$84,936
SHORT SALES$6,184,540
DUE TO BROKER FOR SECURITIES PURCHASED$174,272,618
FieldValueIRS element (for citing)
Total Liability$192,749,663TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,031,969,515TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$134,524,718NetUnrealizedGainsInvstAmt
Revenue Not Reported$134,524,718RevenueNotReportedAmt
Revenue Subtotal$897,444,797RevenueSubtotalAmt
Investment Expenses Not Incld$4,970,842InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$4,970,842RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$902,415,639TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$687,338,832TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$687,338,832ExpensesSubtotalAmt
Investment Expenses Not Incld2$4,970,842InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$4,970,842ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$692,309,674TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 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
LARRY J MCGANN
TRUSTEE/CO-CHAIRMAN$0$326,600$0$0$0$11,254$0$101,668$0$30,626$0$470,148$0$0
STEVEN BRUNO
TRUSTEE$0$239,192$0$0$0$0$0$77,938$0$30,626$0$347,756$0$0
KEVIN MOODY
TRUSTEE$0$190,026$0$0$0$0$0$64,590$0$30,626$0$285,242$0$0
ROBERT O BETTS
EXECUTIVE DIRECTOR$130,041$0$0$0$0$0$13,628$0$16,937$0$160,606$0$0$0
JOHN A MCGOWAN
DIRECTOR OF HEALTH CLAIMS$160,000$0$0$0$0$0$15,062$0$32,247$0$207,309$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2R. ALLEN SPEARS IS EMPLOYED BY THE ELEVATOR INDUSTRY WORK PRESERVATION FUND. LARRY J. MCGANN IS A TRUSTEE OF THE ELEVATOR INDUSTRY WORK PRESERVATION FUND; ACCORDINGLY, THEY SHARE A BUSINESS RELATIONSHIP. STEVEN BRUNO IS EMPLOYED BY THE INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS. LARRY J. MCGANN AND ANTHONY GAZZANIGA ARE OFFICERS OF THE INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS; ACCORDINGLY, THEY SHARE A BUSINESS RELATIONSHIP. KEVIN MOODY IS EMPLOYED OF THE INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS. LARRY J. MCGANN AND ANTHONY GAZZANIGA ARE OFFICERS OF THE INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS; ACCORDINGLY, THEY SHARE A BUSINESS RELATIONSHIP. LARRY J. MCGANN IS AN EMPLOYED OFFICER OF THE INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS. ANTHONY GAZZANIGA IS AN OFFICER OF THE INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS; ACCORDINGLY, THEY SHARE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 7ATHE INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS HAS THE POWER TO APPOINT FIVE (5) TRUSTEES FOR THE NATIONAL ELEVATOR INDUSTRY HEALTH BENEFIT PLAN. THE NATIONAL ELEVATOR INDUSTRY INC. HAS THE POWER TO APPOINT FIVE (5) TRUSTEES FOR THE NATIONAL ELEVATOR INDUSTRY HEALTH BENEFIT PLAN.
FORM 990, PART VI, SECTION A, LINE 8BTHERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 IS REVIEWED BY THE CHAIRMAN AND CO-CHAIRMAN OF THE BOARD OF TRUSTEES AND THE EXECUTIVE DIRECTOR PRIOR TO FILING FOR ACCURACY WITH THE ACTIVITIES OF THE TRUST DURING THE YEAR.
FORM 990, PART VI, SECTION C, LINE 19THE PLAN DOES NOT MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC.
FORM 990, PART VII, SECTION A AND OTHER INFORMATION PROVIED IN THE FILING:THE INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS AND THE NATIONAL ELEVATOR INDUSTRY, INC. ARE DEEMED SPONSORING ORGANIZATIONS OF THE PLAN FOR FORM 990 PURPOSES AND THEREFORE ARE LISTED IN SCHEDULE R AS RELATED ORGANIZATIONS. PART VII, SECTION A AND SCHEDULE J INCLUDE ANY COMPENSATION AND AVERAGE HOURS PER WEEK FOR INDIVIDUALS LISTED ON THIS SCHEDULE FROM THESE TWO RELATED ORGANIZATIONS. OTHER RELATED ORGANIZATIONS REPORTED IN SCHEDULE R CONSIST OF CONTRIBUTING EMPLOYERS OF THE PLAN, A VEBA, AND ANY COMPENSATION OR AVERAGE HOURS WORKED PER WEEK FOR INDIVIDUALS LISTED IN PART VII, SECTION A, AS EMPLOYEES OF CONTRIBUTING EMPLOYERS, ARE NOT INCLUDED. SIMILARLY, OTHER INFORMATION, SUCH AS WHETHER VOTING MEMBERS OF THE GOVERNING BODY ARE INDEPENDENT, IS BASED ON THE ASSESSMENT AS ABOVE.
FORM 990, PART XII, LINE 2C:THE APPROVAL AND RESPONSIBILITY PROCESSES FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS HAS NOT CHANGED FROM THE PRIOR YEAR.
FORM 990, PART V, LINE 2A; PART VII, SECTION A; SCHEDULE J, PART II:THE PLAN DOES NOT ISSUE FORMS W-2 TO ANY EMPLOYEES AND SHARES CERTAIN STAFF WITH THE NATIONAL ELEVATOR INDUSTRY PENSION PLAN WHICH IS CONSIDERED BY THE FORM 990 INSTRUCTIONS TO BE A RELATED ORGANIZATION ONLY AS A CONTRIBUTING EMPLOYER TO THE PLAN, A VEBA. THESE STAFF ARE PAID THROUGH ESSENTIALLY A PAYMASTER ARRANGEMENT THAT FUNCTIONS AS THE STAFF'S EMPLOYER AND ISSUES FORMS W-2 AND COMPLIES WITH APPLICABLE PAYROLL REPORTING AND RELATED REQUIREMENTS. ACCORDINGLY, THE PLAN'S ALLOCATED PORTION OF THE COSTS RELATED TO THIS SHARING IS REPORTED ON FORM 990, INCLUDING ON PART IX, LINES 7 THROUGH 10.
FORM 990, PART V, LINE 4A:THE PLAN IS AN EMPLOYEE BENEFIT PLAN THAT FILES THE REPORT OF FOREIGN BANK AND FINANCIAL ACCOUNTS. THE PLAN FILES FINCEN FORM 114 UNDER E.I.N. 23-2790911, WHICH IS THE E.I.N. THE PLAN USES TO FILE FORM 5500, ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN.
FORM 990, PART IV, LINE 32:THE PLAN'S INVESTMENT PROGRAM INCLUDES CASH MANAGEMENT PROCEDURES THAT MAXIMIZE EARNINGS ON TEMPORARY BALANCES BY IMMEDIATELY PURCHASING SHORT TERM INVESTMENT VEHICLES UPON THE RECEIPT OF ESSENTIALLY ALL PRINCIPAL AND INTEREST TRANSACTIONS. THIS NECESSITATES THE SELLING OF SUCH ASSETS FOR EACH PURPOSE OF LONGER-TERM INVESTMENTS. THIS CASH MANAGEMENT ACTIVITY IS NOT INCLUDED IN PART VIII, LINE 7 AND IS NOT CONSIDERED TO CONSTITUTE TRANSACTIONS ADDRESSED BY PART IV, LINE 32.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (72 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
I U E C LOCAL 001
I U E C LOCAL 002
I U E C LOCAL 003
I U E C LOCAL 004
I U E C LOCAL 005
I U E C LOCAL 006
I U E C LOCAL 007
I U E C LOCAL 008
I U E C LOCAL 009
I U E C LOCAL 010
I U E C LOCAL 011
I U E C LOCAL 012
I U E C LOCAL 014
I U E C LOCAL 015
I U E C LOCAL 016
I U E C LOCAL 017
I U E C LOCAL 018
I U E C LOCAL 019
I U E C LOCAL 020
I U E C LOCAL 021
I U E C LOCAL 023
I U E C LOCAL 024
I U E C LOCAL 025
I U E C LOCAL 027
I U E C LOCAL 028
I U E C LOCAL 030
I U E C LOCAL 031
I U E C LOCAL 032
I U E C LOCAL 033
I U E C LOCAL 034
I U E C LOCAL 035
I U E C LOCAL 036
I U E C LOCAL 037
I U E C LOCAL 038
I U E C LOCAL 039
I U E C LOCAL 041
I U E C LOCAL 044
I U E C LOCAL 045
I U E C LOCAL 048
I U E C LOCAL 049
I U E C LOCAL 051
I U E C LOCAL 052
I U E C LOCAL 055
I U E C LOCAL 059
I U E C LOCAL 062
I U E C LOCAL 063
I U E C LOCAL 071
I U E C LOCAL 074
I U E C LOCAL 079
I U E C LOCAL 080
I U E C LOCAL 081
I U E C LOCAL 083
I U E C LOCAL 084
I U E C LOCAL 085
I U E C LOCAL 091
I U E C LOCAL 093
I U E C LOCAL 124
I U E C LOCAL 126
I U E C LOCAL 131
I U E C LOCAL 132
I U E C LOCAL 133
I U E C LOCAL 135
I U E C LOCAL 138
I U E C LOCAL 139
I U E C LOCAL 140
INTL UNION OF ELEV CONSTR
7154 COLUMBIA GATEWAY DRCOLUMBIAMD210462132230725260LABOR UNION, SPONSORING ORGANIZATION OF THE PLANMD501(C)(5)N/AN/A0
NEI PENSION PLAN
LOCAL 1 EDUC & APPR TR FD
NATL ELEV IND EDUC PROG
ELEV IND WORK PRES FUND
NATIONAL ELEVATOR INDUSTRY INC
PO BOX 838SALEMNY12865131085730PROMOTE SAFE BUILDING TRANSPORTATION, SPONSORING ORGANIZATION OF THE PLANNY501(C)(6)N/AN/A0
SOUTHERN NEVADA BUILDING & CONSTRUCTION TRADES COUNCIL

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (48 entries)

A-1 ELEVATOR SERVICE LLC
AAA ELEVATORS LLC
ABETTER ELEVATOR LLC
ABIELLO ELEVATOR LLC
ACCURATE ELEVATOR LLC
ADVANCED ELEV SERVS LLC
ALLIED ELEVATOR LLC
ALL-SAFE LLC
AMERICAN EAGLE ELEV LLC
ARCTIC ELEVATOR CO LLC
ATLANTIC HOIST&SCAFF LLC
BAYSIDE SERVICES LLC
BOWLINE CONSTRUCTION LLC
C LINDSEY DESIGNS LLC
CAROLINA ELEV SERV INC
CENTRAL TEXAS ELEVATOR
CENTURY ELEVATOR SERVICE
COMMONWEALTH ELEVATOR LLC
EAST ELEVATOR LLC
ELDER ELEVATOR LLC
ELITE ELEV SERVICE LLC
EXPRESS ELEVATOR LLC
HARTFORD ELEVATOR LLC
INDEPENDENT ELEV CO LLC
INTEGRITY ELEVATOR LLC
LANTA COMPANY LLC
LEX ELEVATOR CO LLC
MAXIMUM ELEV NOW 3181
MAXIMUM ELEV SAFETY CO
MICHIGAN ELEVATOR LLC
MIDWEST HOIST&TOWER CRANE
MOORE ELEVATOR COLLC
PINNACLE EL INTERIORS LLC
POTOMAC ELEVATOR CO LLC
SHAW ELEVATOR CO LLC
SIMPSON ELEVATOR TESTING
SOONER ELEVATOR INSPECTIO
SOUTH TEXAS ELEVATOR LLC
SPLETTER ASSOCIATES LLC
STATEWIDE ELEVATOR INSPEC
STATEWIDE ELEVATOR LLC
SUBURBAN EL OF NEVADA LLC
SUBURBAN ELE OF FLA LLC
SUBURBAN ELEV OF WI
TECHNICAL ELEV CONS LLC
UNITED ELEV OF NJ LLC
VERTICAL DIMENSIONS LLC
WEST COAST ELEV LLC

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (479 entries)

121 ELEVATOR INC
1ST PRIORITY ELEVATOR CO
24 HOUR ELEVATOR INC
3 PHASE ELEVATOR CORP
5 STAR ELEVATOR SERVICES
ABCO DRILLING COMPANY
ABOVE & BEYOND EL SERVINC
ACCURATE EL INSP SERV INC
ACE ELEVATOR LLC
ACTION ELEVATOR INC
ADMIRAL ELEVATOR CO INC
ADVANCE WELDING SERV INC
ADVANCED ELEVATOR CO
ADVANCED ELEVATOR CO INC
ADVANCED ELEVATOR CORP
ADVANCED ELEVATOR INC
ADVANCED ELEVS INC
ADVANCED INTERIORS INC
ADVANCED VERTICAL SOLUTIONS LLC
ALBANY ELEVATOR INC
ALIGN ELEVATION LLC
ALL AMERICAN ELEV CO INC
ALL CITY ELEVATOR
ALL CITY ELEVATOR INC
ALL PRO ELEVATOR INC
ALLTYPES ELEVATOR INC
ALLIANCE DRILLING & ELEV
ALLIANCE ELEVATOR CORP
ALLIED ELEV SERVICES INC
ALLIED ELEVATOR GROUP INC
ALL-N-ONE SERVICES LLC
ALLRISE ELEVATOR COMPANY INC
ALLSTAR ELEV & ESC INSP
AMERICAN CRESCENT ELEV
AMERICAN ELEV & SERVICE
AMERICAN ELEV INSPECTIONS
AMERICAN ELEV SERVS INC
AMERICAN ELEVATOR CO
AMERICAN ELEVATOR CORP
AMERICAN ELEVATOR INC
AMERICAN ELEVATORS INC
AMERICAN HOIST & MANLIFT
AMERITEX ELEVATOR SERVICES INC
AN EXCELSIOR ELEV CORP
ANDERSON HAROLD ELEVATOR CO INC
APEX ELEVATOR CORP
APOLLO ELEVATORS INC
APPLE ELEVATOR CO
APPLIED ELEV SERV&SALES
ARIZONA ELEVATOR SOL INC
ARKANSAS ELEVATOR LLC
ARROW ELEVATOR INC
ARROW ELEVATOR INC
ARUNDEL ELEVATOR CO
ASCENT ELEV SERVICE INC
ASHEVILLE ELEV SERVICE
ASHLAND INDUSTRIAL SERVICES
ASPEN ELEVATOR INC
ASSOCIATED ELEV COMPANIES
ATLANTIC ELEV SOUTH CO
ATLANTIC ELEVATOR NORTH
ATLAS ELEV INSP SERV INC
AUTOMATIC ELEVATOR INC
AVERY ELEVATOR CORP
B & G ELEVATOR INC
B&D ELEVATOR SERVICES INC
BAGBY ELEVATOR CO INC
BARBRE CONSULTING INC
BARIST ELEV CO INC
BARNARD ELEV OF QUINCY
BARNARD ELEVATOR COMPANY
BARRIER FREE ELEV INC
BAY AREA EL INTERIORS INC
BAY STATE ELEV CO
BBE CORPORATION
BCE SPECIALTIES INC
BELCO ELEV & LIFT CO INC
BENCHMARK ELEVATOR CO INC
BOMBARDIER TRANSPORTATION
BOSTOCK CO
BPES INC
BRANDYWINE ELEV CO INC
BRAUN THYSSENKRUPP ELEV
BRAZOS ELEVATOR COMPANY LLC
BROOKLYN ELEVATOR INC
BUILDING SUPPLY AND INSTALLATION SERVICES LLC
BURKSHIRE CONSTRUCTION CO
BUSCH BROS ELEV CO INC
CAB WORKS LLC
CABWORKS LLC
CALIBER ELEVATOR CORP
CANTON ELEV & CONSTR INC
CAPITAL CAB INTERIORS
CAPITAL ELEVATOR
CAPITOL ELEVATOR CO INC
CAVINDER ELEVATOR COMPANY INC
CENTENNIAL ELEVATOR IND
CENTRIC ELEV CORP ARIZONA
CENTRIC ELEV CORP OREGON
CENTRIC ELEVATOR CORP
CENTURY ELEV INC OF MD
CENTURY ELEVATOR INC
CENTURY ELEVATOR SERVICE & REPAIR
CERTIFIED ELEVATOR CO INC
CHUGACH FEDERAL SOLUTIONS INC
CITY ELEVATOR COINC
CITY ELEVATOR INC
CITY LIFT BLDG SERVS INC
CITY OF LOS ANGELES
CITY OF SAINT PAUL
CLEARY ELEVATOR CO INC
CODE ELEVATOR CO INC
COLGATE SCAFFOLDING
COLLEY ELEVATOR CO
COLLINS ELEVATOR SERV INC
COMMONWEALTH ELEV CO
CONN RESIDENTIAL ELEV CO
CUENIN ELEVATOR CORP
CURRENT ELEV TECH INC
CURTIS ELEV CAB CO INC
D C B ELEVATOR CO INC
DAY ELEVATOR & LIFT
DELTA ELEV CO CA
DELTA ELEV SERVICE CORP
DELTA RIGGING AND TOOLS
DEL-VAL ENTERPRISES INC
DETROIT ELEVATOR CO OF NY
DG ELEVATOR SOLUTIONS INC
DIXON INC
DOWNEY-GOODLEIN ELEV CORP
DRAPER ELEV CAB CO INC
DWAN ELEVATOR COMPANY
E K ELEVATOR CO INC
E W COX USA INC
EAB ELEVATOR
EAGLE ELEVATOR COMPANY
EAGLE ELEVATOR CORP
EAST COAST ELEVATOR SERVICES
ECI WEST INC
EJB FACILITIES SERVICES
ELETECH INC
ELEV INSPECT OF TEXAS
ELEV MAINT & REPAIR INC
ELEV MAINT & SERVICE INC
ELEV MAINTENANCE CO NY
ELEV SAFETY INSPEC & CONS
ELEV SUPPORT SERVICES INC
ELEV TECHNICAL SERV INC
ELEV TRANSPORTATION SERV
ELEVATIONS LTD
ELEVATOR CONTROL SERVICE
ELEVATOR INDUSTRIES INC
ELEVATOR INDUSTRIES OF IL
ELEVATOR INTERIOR DESIGN
ELEVATOR MAINT CO INC
ELEVATOR MODERNIZATION CO
ELEVATOR ONE
ELEVATOR REPAIR SERVICE C
ELEVATOR RESEARCH & MFG
ELEVATOR SERV CA
ELEVATOR SERV SPECIALISTS
ELEVATOR SERVICE CO INC
ELEVATOR SERVICE INC
ELEVATOR SERVICES LLC
ELEVATOR SOLUTIONS INC
ELEVATOR SOLUTIONS LLC
ELEVATOR SYSTEMS INC
ELEVATOR TECHNICIANS INC
ELEVATOR TECHNOLOGIES INC
ELEVATOR TECHNOLOGY INC
ELEVATOR TECHNOLOGY INC
ELEVATOR TECHNOLOGY LIMIT
ELEVATOR TECHNOLOGY LTD
ELEVATOR TECHNOLOGY LTD
ELEVATOR TESTING GROUP INC
ELEVATOR WORKS INC
ELEVATORS ETC
ELEVATORS UNLIMITED INC
ELITE ELEV SYSTEMS INC
ELTEC SYSTEMS LLC
EMAR CORPORATION
EMBREE & WHITE INC
EMCO ELEV EL PASO TX
EMPIRE ELEVATOR CO INC
ESCALATOR HANDRAIL CO INC
ESR ELEVATOR INC
EXCALIBUR ELEVATOR INC
EXCEL ELEV&ESCALATOR CORP
EXCELSIOR ELEVATOR CORP
EXPRESS ELEVATOR CO
EXQUISITE ELEVATOR INTERI
FEDERAL ELEVATOR INC
FISHPLATE FLOORS AND INT
FLANIGAN LIFTS & EL SERV
FREIGHT TECH LLC
FUJITEC AMERICA INC
GD BARRI & ASSOC
GALLAGHER ELEVATOR CO
GATOR ELEVATOR INC
GENCO ELEVATOR INC
GMS ELEVATOR SERVICES INC
GODWIN ELEVATOR CO INC
GOLD ELEVATOR SERVICES
GOLDEN STATE ELEV SERV CO
GREAT LAKES ELEV SERV INC
GREAT LAKES ELEVATOR LLC
GREAT NORTHERN ELEVATOR CO LLC
GS ELEVATOR INDUSTRIES IN
HADFIELD ELEV CO INC
HALLEY ELEVATOR CO INC
HAMILTON ELEVATOR INTERIORS INC
HANDI LIFT ELEVATOR INC
HARTMAN AND HARTMAN ELEVATOR INC
HEADRICK ELEVATOR CO
HEARTLAND ELEVATOR
HEIDE & COOK LLC
HEIGHTS ELEVATOR CORP
HKA ELEVATOR INC
HOLLINGSWORTH ELEVATOR SE
HOPKINS ILLINOIS ELEV CO
HUDSON ELEVATOR GROUP
HUMBLE ELEV SERVICE INC
HUTCHERSON ELEV SERVS INC
HYFORM SPLICING
INDEPENDENCE ELEV CO
INDEPENDENT ELEVATOR CORPORATION
INDEPENDENT ELEVATORS INC
INFINITY ELEVATOR CO INC
INNOVATIVE ELEVATOR SPECIALIST
INTECH CONSTRUCTION INC
INTEGRATED DISPLAY SYSTEM
INTEGRITY ELEVATOR SERVIC
INTERSTATE ELEVATOR INC
ISLAND ELEVATOR CO INC
ISLAND ELEVATOR INSP INC
JACKSONVILLE EL IN SV INC
JACKSONVILLE ELEVATOR CO
JEFFREY ELEVATOR CO INC
JLMET INC VALLEY
JULIAN CRANE & EQUIP CO
KAN ELEVATOR
KC ACQUISITIONS LLC
KCORP TECHNOLOGY SERV INC
KEYSTONE IRON & WIRE WKS
KING HOIST & SCAFFOLDING
KOCH ELEVATOR CO
KONE INC
L&M EL HOLE SPECIALISTS
LARDNER ELEVATOR CO
LARSEN BROS ELEVATOR CORP
LARSON ELEVATOR COMPANY
LAUREL ELEV INTERIORS INC
LIBERTY ELEVATOR CORP
LIBERTY EQUIPMENT & SUPPLY LLC
LIFTECH ELEVATOR SERVICES
LIFTEK INC
LIFTOMATIC ELEVATOR CO
LINEAR CONTRACTING INC
LINS ELEV SERVICE INC
LOW-RISE ELEVATOR CO INC
M C E INC
MARR EQUIPMENT CORP
MARYLAND ELEV SERV INC
MAX-TEC CONSTRUCTION
MCGLYNN HAYS & COMPANY INC
MCPHERSON INSP SERVS INC
MEI ELEVATOR INC
MENT BROS IRON WORKS CO INC
MERCURY ELEVATOR CO
MESA ELEV SYS&ACCESSORIES
METRO ELEVATOR CO INC
METRO ELEVATOR INC
METROPOLITAN ENTERPRISES INC
MICH ACCESSIBILITY LIFTS
MID-AMERICAN ELEV CO INC
MIDLAND ELEVATOR CO INC
MIDWEST ELEV & DRILLING
MIDWEST ELEVATOR CO INC
MIKERI GROUP INC
MILE HIGH ELEVATOR INC
MINNESOTA ELEVATOR INC
MISSOURI EL&ESCALATOR INC
MITSUBISHI ELEC&ELECTRONI
MOBILITY ELEV & LIFT CO
MOTION ELEVATOR CORP
MOTION SOLUTIONS LLC
MTZ ELEVATOR PRODUCTS INC
MUNICIPAL ELEV SERVS INC
MURPHY ELEVATOR CO
NAES ACQ CORP - VTS
NASHVILLE MACHINE ELEV CO
NATIONAL ELEVATOR CO INC
NATIONAL ELEVATOR INC
NEW ENGLAND ELEVATOR CORP
NEXT LEVEL ELEVATOR INC
NH ELEVATOR INC
NOBLE ELEVATOR COMPANY
NORTH AMERICAN ELEV INC
NORTHEAST ELEV SERV CORP
NORTHEASTERN ELEV CONTR
NORTHWESTERN ELEVATOR II CO INC
NUSTAR ELEV CONSTR CO INC
NW ELEVATIONS INC
O'KEEFE ELEVATOR CO
OLYMPIC ELEVATOR COMPANY
OMNI ELEVATOR COMPANY INC
OTIS ELEV CO
OVERLAND & ASSOCIATES
PARAMOUNT ELEVATOR CORP
PARKLINE ELEVATOR INSP
PARKWAY ELEVATORS INC
PARTNERS ELEVATOR SERVICE
PASCAL ELEVATOR SERVICES INC
PATRIOT ELEVATOR LLC
PEELLE CO INC
PEERLESS ELEVATOR CO
PENN CITY ELEV CO INC
PENN ELEVATOR CO
PERFORMANCE ELEV CONTRACT
PERINI BUILDING CO
PHOENIXMID-AMERICAN ELEV
PINNACLE ELEVATOR LLC
POEHLER ENTERPRISES INC
POWER ELEVATOR SERVICE CO
PRECISION DRILLING INC
PRECISION ELEV SERV INC
PREFERRED ELEVATOR CO
PROFESSIONAL ELEV SERV
PROGRESSIVE ELEVATOR
QUALITY ELEV CAB
QUALITY ELEV SALES & SERV
QUALITY ELEVATOR CO INC
QUEST ELEVATOR INC
RAZOR ELECTRIC ENTERPRISES INC
READING ELEV SERVICE INC
REGENCY ELEV PROD CORP
REGIONAL SCAFFOLDING
RELIABLE ELEVATOR INC
RELIABLE ELEVATOR INSPECTION SERVICE INC
REPUBLIC ELEVATOR CO
RESIDENTIAL ELEVATOR OF RI
RESPONSE ELEVATOR CO INC
RITTER CONTRACTING INC
RONNIECH CONSTRUCTION GROUP
ROOBEN KHODADADIAN INC
ROSS ELEVATOR CO
ROWEN ELEVATOR
SAFEWAY ATLANTIC LLC
SAFEWAY SERVICES LLC
SAFEWAY SERVICES LLC
SCHINDLER ELEVATOR CO
SCHUMACHER ELEVATOR CO
SCHWAGER DAVIS INC
SCOTT ELEVATOR CO INC
SEMMLER ELEVATOR SERVICES
SHEEDY DRAYAGE CO
SIGNATURE ELEVATOR CO INC
SILVER STATE ELEVATOR CO
SLATTERY SKANSKA INC
SMART ELEVATOR INC
SMART ELEVATORS CO
SMG
SOUTH SHORE ELEVATOR
SOUTH WEST IND INC
SOUTHCOAST ELEV&ESCAL CO
SOUTHERN CRANE & ELEV SER
SOUTHERN ELEVATOR CO INC
SOUTHWEST ELEVATORS INC
SPECIALIZED ELEVATOR CORP
SPLICE INNOVATIONS INC
ST LOUIS ELEVATOR CO
STANLEY ELEVATOR CO
STAR ELEVATOR INC
STATE ELEVATORS INC
STEADMAN & SLOAN ELEV CO
STERLING CUST EL INTERIOR
STRAIGHT UP ELEV COMPANY
STRATOS ELEVATOR INC
STURM ELEVATOR INC
SUBURBAN ELEVATOR CO
SUBURBAN ELEVATOR OF WISCONSIN
SUPERIOR ELEVATOR CO INC
SYRACUSE LIFT & HOIST CO
TL SHIELD & ASSOC INC
TEC ELEVATOR INC
TED TURNER COMPANY INC
TEJAS ELEV CO-HOUSTON INC
TESCO ELEVATOR
TEXAS CUSTOM INTERIORSLLC
THE ELEVATOR CAB & DOOR C
THE TEMPEST GROUP INC
THURSTON ELEV CONCEPTS IN
THYSSENKRUPP ELEV
TINGEN ELEV INTERIORS INC
TNT ELEVATOR INC
TOLEDO ELEV & MACHINE CO
TOOLES CONTRACTING GROUP LLC
TOTAL ACCESS ELEV CORP
TOTAL ACCESS LLC
TOTAL ELEVATOR COMPANY
TOWER ELEVATOR CORP
TRACO ELEVATOR LLC
TRAMM ELEVATOR CO INC
TRANSEL ELEV & ELEC INC
TRAVERTINE INC
TRE ELEVATOR
TRI STATE ELEVATOR CO INC
TRI-STATE ELEVATOR
TURNER-CHRYSLER E-CLOSED
US ELEVATOR INTERIORS INC
UBM ELEVATOR SOLUTIONS
UNITEC ELEV SERVICES CO
UNITED DRILLING INC
UNITED ELEV CO PA
UNITED ELEVATOR CO INC
UNITED ELEVATOR COMPANY LLC
UNITED HOISTING CO INC
UNIVERSAL BLDRS SUPPLY
UNIVERSAL SERIVCES PROVIDER LLC
UPLIFT ELEVATOR CO
URBAN ELEVATOR SERVICE
USA HOIST CO INC
UT ELEVATOR REPAIR INC
VERTICAL ELEV SOLUTIONS INC
VERTICAL MOBILITY OF TOLEDO LLC
VERTICAL SYSTEMS ELEVATOR
VERTICAL TRANS SPECIALIST
VERTITECH INC
VINTAGE ELEVATOR SRVS INC
W&H RESOURCES
WALTON ELEC CONSTR CORP
WARFIELD & SANFORD INC
WEST COAST ELEVATOR INT INC
WESTERN ELEVATOR INC
WILLIAMETTE ELEVATOR CO
WORCESTER ELEVATOR CO INC
WYATT ELEVATOR COMPANY
XPERT ELEVATOR SERVS INC
ZIEGENFUSS DRILLING INC
ZIP SYSTEMS INC
PJP INSTALLERS INC
A VET COMMUNICATIONS INC
DENN-CO CONSTRUCTION INC
ALL AMERICAN ELEVATOR INTERIORS
PINNACLE ELEVATOR INSPECTIONS
ALL PRO ELEVATOR
TRIAD LIFTS
TEXAS SCENIC COMPANY INC
BELL INTERIORS LLC FKA TINGEN ELEVATOR INTERIORS
EASTERN ELEVATOR SERVICE INC
FRACO USA INC
A STEP ABOVE
JOHN P PICONE INC
GABLE ELEVATOR INC
DENVER ELEVATOR COMPANY LLC
CONSOLIDATED ELEVATOR CO
CUSTOM CONTRACT ELEVATOR SOLUTIONS
UNIQUE SCAFFOLDING SYSTEMS LLC
RAE LIFTS
PRIMARIUS ELEVATOR
DEFENSE BASE SERVICES INC
PHOENIX ELEVATOR COMPANY
TRINITY ELEVATOR SERVICES INC
MCR ELEVATOR REPAIR INC
SMARTRISE ELEVATOR
FULL CAPACITY LLC
URBAN ELEVATOR SERVICE TX LLC
ELEVATOR TECHNICIANS LLC
ESCALATOR TECHNOLOGY CORP
ELEVATOR TECH SERVICES LLC
SAN FRANCISCO ELEVATOR SERVICES
LTS INC
HEAVY WEIGHT TEST CART RENTALS LLC
PRECISION ELEVATOR
PACE MATERIAL HANDLING INC
HIGHRISE SERVICES INC
PARK PLUS INC
MCGEE ELEVATOR INC
BARTON MALOW COMPANY
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 Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE R, PART V, LINES 1N THROUGH 1Q:FormAndLineReferenceDesc
ExplanationTHE PLAN SHARES CERTAIN ADMINISTRATIVE EXPENSES, INCLUDING EXPENSES RELATED TO SHARING EMPLOYEES, OFFICE SPACE AND LEASED ASSETS, WITH THE NATIONAL ELEVATOR INDUSTRY PENSION PLAN WHO IS LISTED AS A RELATED ORGANIZATION IN SCHEDULE R, PART II. SINCE THE NATIONAL ELEVATOR INDUSTRY PENSION PLAN IS DEEMED A RELATED ORGANIZATION SOLELY AS A CONTRIBUTING EMPLOYER TO THE PLAN, A VEBA, THE PLAN BELIEVES THAT LINES 1N THROUGH 1Q SHOULD BE ANSWERED "NO." THE PLAN ALONG WITH THE NATIONAL ELEVATOR INDUSTRY PENSION PLAN, PROVIDES CERTAIN ADMINISTRATIVE SERVICES TO THE NATIONAL ELEVATOR INDUSTRY WORK PRESERVATION FUND AND THE NATIONAL ELEVATOR INDUSTRY EDUCATIONAL PROGRAM. SINCE THESE TWO ORGANIZATIONS WHICH ARE REPORTED IN SCHEDULE R ARE DEEMED RELATED ORGANIZATIONS SOLELY AS CONTRIBUTING EMPLOYERS TO THE PLAN, A VEBA, THE PLAN BELIEVES THAT LINE 1Q SHOULD BE ANSWERED "NO."ExplanationTxt