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IBEW-NECA SOUND AND COMMUNICATIONS HEALTH AND WELFARE TR: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
IBEW-NECA SOUND AND COMMUNICATIONS HEALTH AND WELFARE TR (EIN 77-0234638)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-15
IRS object ID
201813199349314211
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)
Return2018-11-15T14:53:26-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MILLER KAPLAN ARASE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1TWO EMBARCADERO CTR STE 2280AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941113916ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770234638EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IBEWNECA SOUND AND COMMUNICATIONSBusinessNameLine1Txt
Business Name Line2HEALTH AND WELFARE PLANBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% UNITED ADMNSTRTV SVCSInCareOfNm
Business Name ControlIBEWBusinessNameControlTxt
Phone4082884400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16800 SANTA TERESA BLVD STE 100AddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95119ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDOUG LUNGPersonNm
Person TitleMANAGEMENT TRUSTEEPersonTitleTxt
Phone4082884400PhoneNum
Signature2018-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMichael QuackenbushPreparerPersonNm
PTINP01480053PTIN
Phone4159563600PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.244.147.122IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id95416620183195000036FederalOriginalSubmissionId
Federal Original Submission Id2018-11-15FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id895BD3731299A8643050337F2A99E55EAEE1AC5EAtSubmissionCreationDeviceId
At Submission Filing Device Id09CEDCC3F0D5A45DB6FADFBB8553433F8A4203FDAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDOUG LUNGPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16800 Santa Teresa Blvd 100AddressLine1Txt
CitySan JoseCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95119ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$64,238,234GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1989FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionA HEALTH AND WELFARE PLAN TO PROVIDE BENEFITS TO ELIGIBLE PARTICIPANTS.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
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$53,051,577PYProgramServiceRevenueAmt
CY Program Service Revenue$60,682,372CYProgramServiceRevenueAmt
PY Investment Income$1,251,453PYInvestmentIncomeAmt
CY Investment Income$1,529,552CYInvestmentIncomeAmt
PY Other Revenue$91,303PYOtherRevenueAmt
CY Other Revenue$2,026,310CYOtherRevenueAmt
PY Total Revenue$54,394,333PYTotalRevenueAmt
CY Total Revenue$64,238,234CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$51,210,296PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$54,196,820CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,367,106PYOtherExpensesAmt
CY Other Expenses$1,681,056CYOtherExpensesAmt
PY Total Expenses$52,577,402PYTotalExpensesAmt
CY Total Expenses$55,877,876CYTotalExpensesAmt
PY Revenues Less Expenses$1,816,931PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$8,360,358CYRevenuesLessExpensesAmt
Total Assets BOY$52,273,984TotalAssetsBOYAmt
Total Assets EOY$65,370,929TotalAssetsEOYAmt
Total Liabilities BOY$29,128,732TotalLiabilitiesBOYAmt
Total Liabilities EOY$31,760,220TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$23,145,252NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$33,610,709NetAssetsOrFundBalancesEOYAmt
MissionA HEALTH AND WELFARE PLAN TO PROVIDE BENEFITS TO ELIGIBLE PARTICIPANTS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescA HEALTH AND WELFARE PLAN TO PROVIDE BENEFITS TO ELIGIBLE PARTICIPANTS.Desc
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Employment Tax Returns FiledfalseEmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonUNITED ADMNSTRTV SVCSPersonNm
Phone4082884400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16800 SANTA TERESA BLVD 100AddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95119ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DOUG LUNG
MANAGEMENT TRUSTEE1.00.0Yes (X)$0$0$0
RICK JENSEN
MANAGEMENT TRUSTEE1.00.0Yes (X)$0$0$0
DANIEL RODRIGUEZ
LABOR TRUSTEE1.00.0Yes (X)$0$0$0
KEVIN COLEMAN
LABOR TRUSTEE1.00.0Yes (X)$0$0$0
WILLIAM KUHR
MANAGEMENT TRUSTEE1.00.0Yes (X)$0$0$0
DAVID NELSON
LABOR TRUSTEE1.00.0Yes (X)$0$0$0
SCOTT STEPHEN
LABOR TRUSTEE - FORMER1.00.0Yes (X)$0$0$0
GERALD PFEIFFER
LABOR TRUSTEE - FORMER1.00.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
UNITED ADMINISTRATIVE SERVICES
6800 Santa Teresa Bvld Ste 100SAN JOSECA95119ADMINISTRATION$915,254
MILLER KAPLAN ARASE LLP
TWO EMBARCADERO CTR STE 2280SAN FRANCISCOCA94111AUDIT$207,121
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Total Contributions$0TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$60,474,391$60,474,391
PARTICIPANTS' SELF-PAYMENTS900099$207,981$207,981
FieldValueIRS element (for citing)
Total Program Service Revenue$60,682,372TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,529,552TotalRevenueColumnAmt
Exclusion$1,529,552ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
STOP-LOSS REIMBURSEMENTS900099$1,927,134$1,927,134
LIQUIDATED DAMAGES900099$74,915$74,915
PRESCRIPTION DRUG REBATES900099$24,261$24,261
FieldValueIRS element (for citing)
Other Revenue Total$2,026,310OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$64,238,234TotalRevenueColumnAmt
Related Or Exempt Func Income$62,708,682RelatedOrExemptFuncIncomeAmt
Exclusion$1,529,552ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$54,196,820TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$851,657TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$48,495TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$118,069TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$25,000TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$46,800TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$134,749TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$80,445TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,963TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$30,296TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
VISION ADMINISTRATIVE FEES$34,599
COST CONTAINMENT FEES$16,986
ERTS PROCESSING FEE$2,200
PCORI FEE$92,214

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$195,583TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$55,877,876TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$7,880,148BOYAmt
EOY$5,089,690EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$6,031,443BOYAmt
EOY$7,787,372EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,890,137BOYAmt
EOY$5,435,789EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$33,468,010BOYAmt
EOY$47,046,377EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,246BOYAmt
EOY$11,701EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$52,273,984BOYAmt
EOY$65,370,929EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$184,647BOYAmt
EOY$187,044EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$28,944,085BOYAmt
EOY$31,573,176EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$29,128,732BOYAmt
EOY$31,760,220EOYAmt
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$23,145,252BOYAmt
EOY$33,610,709EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$23,145,252BOYAmt
EOY$33,610,709EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$52,273,984BOYAmt
EOY$65,370,929EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$8,360,358ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,105,099NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
CY Minus3 Yr Endwmt FundCYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt FundCYMinus4YrEndwmtFundGrp
LandLandGrp
BuildingsBuildingsGrp
Leasehold ImprovementsLeaseholdImprovementsGrp
EquipmentEquipmentGrp
Other Land BuildingsOtherLandBuildingsGrp
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescBENEFIT OBLIGATIONSDesc
Amt$31,573,176Amt
FieldValueIRS element (for citing)
Total Liability$31,573,176TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$66,343,333TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,105,099NetUnrealizedGainsInvstAmt
Revenue Not Reported$2,105,099RevenueNotReportedAmt
Revenue Subtotal$64,238,234RevenueSubtotalAmt
Total Revenue Per Form990$64,238,234TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$55,877,876TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$55,877,876ExpensesSubtotalAmt
Total Expenses Per Form990$55,877,876TotalExpensesPerForm990Amt

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 management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART VI, SECTION B, LINE 11B:FormAndLineReferenceDesc
ExplanationTHE PLAN WORKS WITH ITS CPA FIRM TO PROVIDE INFORMATION FOR THE FILING OF THE FORM 990. ONCE IT IS PREPARED, PLAN MANAGEMENT AND GOVERNING BODY OF THE PLAN REVIEW IT PRIOR TO SIGNING AND FILING. PART VI, SECTION B, LINE 12C: THE PLAN REGULARLY REVIEWS ITS CONFLICT OF INTEREST POLICY WITH ITS TRUSTEES AND SERVICE PROVIDERS FOR ANY VIOLATIONS OF THAT POLICY. PART VI, SECTION C, LINE 19: GENERALLY, THE DOCUMENTS LISTED ARE NOT MADE AVAILABLE TO THE PUBLIC, WITH THE EXCEPTION OF THOSE DOCUMENTS REQUIRED BY LAW TO BE MADE AVAILABLE. DOCUMENTS REQUIRED ARE MADE AVAILABLE FOR INSPECTION UPON WRITTEN REQUEST TO THE PLAN'S ADMINISTRATIVE OFFICE.ExplanationTxt

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

NCECI
KAISER FOUNDCONSTRUCTION
ELECTRICAL JATC
IBEW LOCAL 332
NO CA & NO NEV S&C JATC

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (259 entries)

24 Hour Tek
AV West Sales Inc
ABLE ENGINEERING SERVICES
ACCESS COMMUNICATIONS
ACS DATALINE OF THE NW
Air Systems Inc
AECO SYSTEMS
ALBARELL ELECTRIC
AL'S CERTIFIED SAFE
ANDERSON AUDIO VISUAL
AtlasPellizzari Electric Inc
ARKTOS INC
Avc Solutions Inc
B & C TRANSIT INC
BEI CONSTRUCTION
BALFOUR BEATTY RAIL INC
BANISTER ELECTRICAL INC
BAUER CABLING SOLUTIONS
BAXTER ELECTRIC
BECI ELECTRIC
BEDARD CONTROLS INC
BOCKMON & WOODY ELECTRIC
AVDB GROUP CALIFORNI
CH REYNOLDS ELECTRIC
CAL COAST TELECOM
CAL-COMMUNICATION SERV
CAL-NETWORK INC
CAPITOL COMMUNICATIONS
CBF INC
CENTRAL CA ELECTRONICS
CENTRAL COAST SYSTEMS
COCHRANE ELECTRIC
CODA TECHNOLOGY GROUP
CODE RED COMMUNICATIONS
COMMERCIAL CONTROLS
COMMUNICATION TECH SERV
COMTEL SYSTEMS TECH INC
CONTRA COSTA ELECTRIC INC
CONTROLLED ENERGY
CORPORATE CONSTRUCTION
COSCO FIRE PROTECTION
CSI ELECTRICAL CONST
CUPERTINO ELECTRIC INC
DAL TECHNOLOGY INC
DAN DAVIS
DATA KABLE TECHNOLOGY INC
DAWSON ELECTRIC
DECKER ELECTRIC
DECOTECH SYSTEMS INC
DESIGN ELECTRIC
DIGITAL DESIGN COMM
DIGITECH INTEGRATION INC
ELECTRONIC TECHNOLOGIES
EMT ELECTRICAL CONST
EPICO SYSTEMS INC
FISK ELECTRIC
GILLS ELECTRIC INC
H A BOWEN ELECTRIC
IDT TELECOM DATA INC
IMG TECHNOLOGIES
INDUSTRIAL ELEC SYS INC
INTREPID ELECTRONIC SYSTEM
ISETTA DATA & COMM
JLP LOW VOLTAGE
JOE LUNARDI ELECTRIC
KEY SECURITY DESIGNS CORP
KINGSTON CONTRACTING INC
L B CONSTRUCTION
LLOYD F MCKINNEY ASSOC
LYNCH ELECTRIC
MC CLURE ELECTRIC
MCMILLAN ELECTRICAL
MDE ELECTRIC COMPANY
METROPOLITAN ELECT CONST
MORROW MEADOWS CORP
MORTON SMITH ELECTRIC
MR WIRE
MUZAK LIMITED PARTNERSHIP
NEMA CONSTRUCTION
NETRONIX INTEGRATED INC
OR ENTERPRISES INC
O'ROURKE ELECTRIC
OXFORD FIRE
PACIFIC SIGNALING SYSTEMS
PACIFIC WEST SECURITY
PAGANINI COMMUNIC INC
PCD
POINT 1 ELECTRICAL SYSTEM
QUALITY SOUND
RTS SYSTEMS & DESIGN
RED TOP ELECTRIC
REDWOOD ELECTRIC
RELIANCE ENGINEERING INC
RIVER ELECTRIC INC
ROADWAY ENGINEERING WRKS
ROSENDIN ELECTRIC
SCHETTER ELECTRIC CO
SCOTT CONTROLS
SECURECOM INC
SECURITY INTEGRATORS INC
SELECTRIC SERVICES
SEQUOYAH ELECTRIC
SERB SYSTEMS INC
SIGNAWEST SYSTEMS INC
SOUND & SIGNAL INC
SOUTHWEST DATA COM CORP
SPRIG ELECTRIC
ST FRANCIS ELECTRIC-RESID
STARLITE ELECTRIC CO
STATUS ELECTRICAL CORP
SYSTEMS ELECTRIC
SYSTEMS MECHANICAL INC
T & R COMMUNICATIONS
THE FACILITIES GROUP
TIM R TRULL ELECTRIC
US ELECTRIC TECHNOLOGY
WALKER COMMUNICATIONS
WALKER TELECOM INC
WATSON ELECTRIC INC
WEST-COMM AND TV INC
WILLIAM D WHITE COINC
XL COMMUNICATIONS INC
YOUNG ELECTRIC
AJK Communications
Albert Electric LLC
Allen Electrical Contracting
Alvah Contractors Inc
American Eagle Systems Inc
American Electrical Services
B3 Solutions Inc
BACS Consulting Group INC
Barn Electric Company Inc
Best Electrical Company Inc
Black & Veatch Construction
Blastac Electric Inc
Blocka Construction Inc
BME Electrical Construction
BOS Electric
Boscacci Inc DBA Amp Electric
Boyett Construction Inc
Brayer Electric Company
Building Electronic Controls
Cache Valley Electric
Cal-West Lighting & Signal
CalTek Communications
Campbell Family Electric Inc
Central Valley Electric Inc
COMMUNICATION NETWORK
Conti Corporation
Control Line Electric Inc
Crockett Electric Co
Crosstown Electrical & Data
Dan Electric
Dave Partain dba DEK Electric
Delucchi Electric Inc
DW Nicholson Corporation
E L Labor Inc
E W Scott Electric Company
Edward W Scott Electric Co
Elcor Electric Inc
Engeihart Electric Co Inc
Example Electric Inc
Extenda Networks Inc
FAMCO
Fidato
Fire Detection Unlimited Inc
G & T Communications Corp
Gator Home Systems
GB Manchester Inc
GC Security Design Inc
Goold Electric
Grafton Electric
ICS- Integrated Communication
IBEW Local #617 (SUP)
IDEX GLOBAL SERVICES
Imperial Valley Electric Inc
Innovative High Technology
Integrated Security Controls
Intermountain Electric Comp
Jenelectric
JH Kelly LLC
John's Electric
Justice Systems Corporation
Kaiser Permanente
Kami's Test Account
Kelly Network Solutions
L & H Airco Inc
Level 3 AV CA INC
Liberty Electric of San Mateo
Lightning Electric
Long Electric Company
Low Voltage System Integrat
MB Herzog Electric Inc
Magnetarus Inc
McMiIlan Data Communication
McMillan Security Systems
MCOR TELECOM INC
McPeak Electric Inc
MDE North Inc
MIKE BROWN ELECTRIC
Morse Electric Inc
MP Nexlevel of California
Niles Electric Co Inc
Northern States Electric
OLSON ELECTRIC SERVICI
On Electric Group Inc
PAC Integrations Inc
Pacific Metro Electric Inc
Paganini Electric Corporation
Parsons Electric
Pfeiffer Electric Co Inc
Phoenix Electrical Company
Polk Communications Inc
Power Telecomm & Security
Practical Energy Solutions
Precision Fiber Optics Inc
Prime Electric
Professional Telecommunica
R & D ELECTRIC
R Orange Inc
Ray's Electric
RC Electric Inc
Reliable Fire and Security
Rosendin Electric - OC
SAC VALLEY ELECTRIC INC
Santa Clara County Electrical
SASCO Payroll
Schneider Electric Buildings
Shambaugh and Son
Sierra Electric
Signal Perfection Ltd
Simplex Grinnell LP
Smith & Sons Electric Inc
So Cal Access Inc
Sornar Electric Inc
Southland Electric Inc
Steiny and Company Inc
Sun Systems Technology
Sunbelt Controls Inc
Sunflower Electric
Superior Electric Inc
Technology Infrastructure
Tennyson Electric Inc
Testing Acct Sprig
Thorna Electric
Thompson Electric
Trofholz Technologies Inc
TTRS Inc
United California Access & S
Valley Communications INC
VECA Electric & Technologies
Victory Electric
Voltage Specialists
W Bradley Electric
W Bradley Electric #2
WALKER CABLING
Warm Springs Constructors
WATT ELECTRIC INC
Zenith Electric LLC
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd