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WISCONSIN ELECTRICAL EMPLOYEES BENEFITS FUNDS LLC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
WISCONSIN ELECTRICAL EMPLOYEES BENEFITS FUNDS LLC (EIN 39-1651543)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-31
IRS object ID
202543049349301934
Schema version
2024v5.2
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)
Return2025-10-31T11:25:45-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Line1230 West Monroe St Ste310AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391651543EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WISCONSIN ELECTRICAL EMPLOYEESBusinessNameLine1Txt
Business Name Line2HEALTH AND WELFARE PLANBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWISCBusinessNameControlTxt
Phone6082769111PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12730 DAIRY DR 101AddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53718ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDARREN JOHNSONPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone6082769111PhoneNum
Signature2025-10-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer Personcorey bilkeyPreparerPersonNm
PTINP00499751PTIN
Phone3126550037PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1WISBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerDARREN JOHNSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12730 DAIRY DR 101AddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53718ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$152,317,107GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1989FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionPROVIDE BENEFITS TO MEMBERSActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee9TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$83,246,963PYProgramServiceRevenueAmt
CY Program Service Revenue$98,741,525CYProgramServiceRevenueAmt
PY Investment Income$6,733,274PYInvestmentIncomeAmt
CY Investment Income$13,395,322CYInvestmentIncomeAmt
PY Other Revenue$150,652PYOtherRevenueAmt
CY Other Revenue$88,824CYOtherRevenueAmt
PY Total Revenue$90,130,889PYTotalRevenueAmt
CY Total Revenue$112,225,671CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$77,463,876PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$99,935,446CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$872,018PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$748,035CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$4,444,909PYOtherExpensesAmt
CY Other Expenses$1,262,541CYOtherExpensesAmt
PY Total Expenses$82,780,803PYTotalExpensesAmt
CY Total Expenses$101,946,022CYTotalExpensesAmt
PY Revenues Less Expenses$7,350,086PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$10,279,649CYRevenuesLessExpensesAmt
Total Assets BOY$207,025,108TotalAssetsBOYAmt
Total Assets EOY$227,426,295TotalAssetsEOYAmt
Total Liabilities BOY$473,566TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,856,753TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$206,551,542NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$218,569,542NetAssetsOrFundBalancesEOYAmt
MissionPROVIDE BENEFITS TO MEMBERSMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescWISCONSIN ELECTRICAL EMPLOYEES HEALTH AND WELFARE PLAN PROVIDES MEDICAL, DENTAL, PRESCRIPTION DRUG, VISION, AND OTHER BENEFITS TO PLAN PARTICIPANTS AND THEIR DEPENDENTS AND BENEFICIARIES.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
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 With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document792IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee9EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
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 Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The OrganizationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6082769111PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12730 DAIRY DR 101AddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53718ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
CHRIS GULBRANDSON
SECRETARY5.00Yes (X)$0$139,276$35,617
DARREN JOHNSON
CHAIRMAN5.00Yes (X)$0$169,812$49,997
BEN MYERS
TRUSTEE5.00Yes (X)$0$110,775$54,207
SEAN FRANK
TRUSTEE5.00Yes (X)$0$118,497$0
BRIAN GAWLIK
TRUSTEE5.00Yes (X)$0$0$0
THOMAS SCHLENDER
TRUSTEE5.00Yes (X)$0$105,281$53,130
DEAN MILLER
TRUSTEE5.00Yes (X)$0$110,530$45,425
JIM ELAND II
TRUSTEE5.00Yes (X)$0$0$0
JOHN GERLACH
TRUSTEE5.00Yes (X)$0$0$0
DAN ZURAWIK
TRUSTEE5.00Yes (X)$0$0$0
TODD JAVOROSKI
TRUSTEE5.00Yes (X)$0$0$0
JESSE JACQUES
TRUSTEE5.00Yes (X)$0$115,724$56,978
MICHAEL KILLIAN
TRUSTEE5.00Yes (X)$0$126,560$58,835
JON CHERMACK
TRUSTEE5.00Yes (X)$0$101,944$50,644
JOHN WESTPHAL
TRUSTEE5.00Yes (X)$0$0$0
JEFF HANSON
TRUSTEE5.00Yes (X)$0$0$0
MARK LAUER
FORMER TRUSTEE5.00Yes (X)$0$0$0
LEO SOKOLIK
FORMER TRUSTEE5.00Yes (X)$0$66,774$32,405
DAN MURPHY
FORMER TRUSTEE5.00Yes (X)$0$0$0
tim padesky
alternate trustee5.00Yes (X)$0$0$0
crystal knipp
alternate trustee5.00Yes (X)$0$0$0
scott pawelski
alternate trustee5.00Yes (X)$0$100,722$51,745
BONNIE DELAP
TRUST ADMIN45.00$156,935$0$56,148Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$156,935TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,265,895TotReportableCompRltdOrgAmt
Total Other Compensation$545,131TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ANTHEM BLUE CROSS AND BLUE SHIELD
PO BOX 30302445ATLANTAGA30326PREFERRED PROVIDER$2,379,649
REINHART BOERNER VAN DUEREN
PO BOX 2965MILWAUKEEWI53201ATTORNEY$350,740
BRIDGEWAY BENEFIT TECHNOLOGIES
3700 KOPPERS ST 400BALTIMOREMD21227SOFTWARE$280,937
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYERS CONTRIBUTIONS900099$95,175,550$95,175,550
PARTICIPANTS CONTRIBUTIONS900099$3,565,975$3,565,975
FieldValueIRS element (for citing)
Total Program Service Revenue$98,741,525TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,627,757TotalRevenueColumnAmt
Exclusion$7,627,757ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$87,447RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$98,461RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$11,014RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$11,014TotalRevenueColumnAmt
Related Or Exempt Func Income-$11,014RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$45,760,540SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$39,992,975SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$5,767,565SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,767,565TotalRevenueColumnAmt
Exclusion$5,767,565ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
liquidated damages and interest900099$83,160$83,160
OTHER INCOME900099$16,678$16,678
FieldValueIRS element (for citing)
Other Revenue Total$99,838OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$112,225,671TotalRevenueColumnAmt
Related Or Exempt Func Income$98,830,349RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$13,395,322ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$99,935,446TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$556,691TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$142,058TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$49,286TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$350,740TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$54,818TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$141,063TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$70,245TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$504,244TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$27,399TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$50,777TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$63,255TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$101,946,022TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$7,315,616BOYAmt
EOY$13,092,031EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$6,562,114BOYAmt
EOY$2,661,317EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,492,754BOYAmt
EOY$11,729,884EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,058,628LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$897,773LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,211,631BOYAmt
EOY$1,160,855EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$167,419,868BOYAmt
EOY$181,357,664EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$17,023,125BOYAmt
EOY$17,424,544EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$207,025,108BOYAmt
EOY$227,426,295EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$473,566BOYAmt
EOY$324,480EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$8,532,273EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$473,566BOYAmt
EOY$8,856,753EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

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$206,551,542BOYAmt
EOY$218,569,542EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$206,551,542BOYAmt
EOY$218,569,542EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$207,025,108BOYAmt
EOY$227,426,295EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$10,279,649ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,738,351NetUnrlzdGainsLossesInvstAmt
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

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$293,648OtherCostOrOtherBasisAmt
Book Value$293,648BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,606,261OtherCostOrOtherBasisAmt
Depreciation$782,942DepreciationAmt
Book Value$823,319BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$89,478OtherCostOrOtherBasisAmt
Depreciation$45,590DepreciationAmt
Book Value$43,888BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$69,241OtherCostOrOtherBasisAmt
Depreciation$69,241DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,160,855TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescAFL-CIO HOUSING INVESTMENT TRUSTDesc
Book Value$17,424,544BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$17,424,544TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
Descclaims incurred but not reportedDesc
Amt$8,532,273Amt
FieldValueIRS element (for citing)
Total Liability$8,532,273TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$113,921,420TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,738,351NetUnrealizedGainsInvstAmt
Other Revenue$98,461OtherRevenueAmt
Revenue Not Reported$1,836,812RevenueNotReportedAmt
Revenue Subtotal$112,084,608RevenueSubtotalAmt
Investment Expenses Not Incld$141,063InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$141,063RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$112,225,671TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$93,371,147TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$98,461OtherExpensesIncludedAmt
Expenses Not Reported$98,461ExpensesNotReportedAmt
Expenses Subtotal$93,272,686ExpensesSubtotalAmt
Investment Expenses Not Incld2$141,063InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$8,532,273OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$8,673,336ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$101,946,022TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part X, Line 2:U.S. generally accepted accounting principles 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 the taxing authorities. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
Part XI, Line 2d - Other Adjustments:BUILDING MAINTENANCE EXPENSES 98,461.
Part XII, Line 2d - Other Adjustments:BUILDING MAINTENANCE EXPENSES 98,461.
Part XII, Line 4b - Other Adjustments:change in ibnr 8,532,273.

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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
DARREN JOHNSON
CHAIRMAN$0$160,680$0$0$0$9,132$0$32,878$0$17,119$0$219,809$0$0
BONNIE DELAP
TRUST ADMIN$156,935$0$0$0$0$0$40,713$0$15,435$0$213,083$0$0$0
MICHAEL KILLIAN
TRUSTEE$0$126,560$0$0$0$0$0$31,640$0$27,195$0$185,395$0$0
CHRIS GULBRANDSON
SECRETARY$0$139,276$0$0$0$0$0$0$0$35,617$0$174,893$0$0
JESSE JACQUES
TRUSTEE$0$115,724$0$0$0$0$0$28,931$0$28,047$0$172,702$0$0
BEN MYERS
TRUSTEE$0$110,775$0$0$0$0$0$30,290$0$23,917$0$164,982$0$0
THOMAS SCHLENDER
TRUSTEE$0$105,281$0$0$0$0$0$0$0$53,130$0$158,411$0$0
DEAN MILLER
TRUSTEE$0$109,750$0$0$0$780$0$18,256$0$27,169$0$155,955$0$0
JON CHERMACK
TRUSTEE$0$101,944$0$0$0$0$0$25,499$0$25,145$0$152,588$0$0
scott pawelski
alternate trustee$0$100,722$0$0$0$0$0$0$0$51,745$0$152,467$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11bTHE TRUST ADMINISTRATOR AND ATTORNEY REVIEW A DRAFT OF FORM 990 BEFORE IT IS FILED. THE RETURN IS NOT REVIEWED BY THE BOARD OF TRUSTEES.
Form 990, Part VI, Section B, line 12cEACH TRUSTEE HAS SIGNED AN AGREEMENT STATING THAT HE OR SHE WILL ACT IN ACCORDANCE WITH THE TRUST AGREEMENT.
Form 990, Part VI, Section B, line 15aCOMPENSATION OF THE TRUST ADMINISTRATOR IS DETERMINED BY THE BOARD OF TRUSTEES.
Form 990, Part VI, Section C, line 19DOCUMENTATION IS AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C:THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1WISCONSIN ELECTRICAL EMPLOYEE BENEFIT FUNDS LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12730 DAIRY DRIVE NO 101AddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53718ZIPCd
FieldValueIRS element (for citing)
EIN264568574EIN
Primary Activitiesprovide adminstrative services and hold and lease propertyPrimaryActivitiesTxt
Legal Domicile StateWILegalDomicileStateCd
Total Income$225,047TotalIncomeAmt
End Of Year Assets$1,522,726EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1wisconsin electrical employees health and welfare planBusinessNameLine1Txt

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (269 entries)

ACCORD ELECTRIC INC
ADVANCED CABLE SOLUTI
ADVANTAGE POINT GROUP
ALL STATE COMMUNICATI
ALLIED ELECTRIC INC
AMR ELECTRIC LLC
ANTHONY ELECTRIC INC
AREA ELECTRIC INC
B & B ELECTRIC INC
BAHR ELECTRIC LLC
BELKNAP ELECTRIC INC
BLAKE ELECTRIC INC
CHETEK TNC ELECTRIC
COMPLETE CONTROL INC
CR MEYER AND SONS
DNESCO ELECTRIC INC
E-CON ELECTRIC INC
EGAN COMPANIES INC
ELECTRIC SYSTEMS OF D
ESI INC
EXCEL ENGINEERING IN
FIRST BUSINESS SOLUTI
G D BARRI AND ASSOCIA
GMS ELECTRIC
GRANZIN ELECTRIC LLC
GREAT LAKES INDUSTRIA
H & R ELECTRIC INC
HIGH VOLTAGE
HUDSON ELECTRIC INC
HUNT ELECTRIC
JC & K SERVICES LLC
K & M ELEC OF SCHOFI
KISH & SONS ELECTRIC
LOCAL UNION IBEW 14
LVC COMPANIES INC
MICHELS CORPORATION
MICHELS POWER INC
MUTCH ELECTRICAL CONT
MV DEVELOPMENT LLC
NEI ELECTRIC INC
NEO ELECTRICAL SOLUTI
OLSON SOLAR ELECTRIC
ORION DEFENSE SYSTEMS
P & T ELECTRIC INC
PEC SOLUTIONS LLC
PENOKEE RANGE ELECTRI
PIEPER ELECTRIC INC
ROSHELL ELECTRIC INC
SARGENT ELECTRIC CO
SIMON ELEC CONST CO
STAFF ELECTRIC CO INC
SWEDA & SONS LIGHTNIN
T D PADESKY ELEC
T J ELECTRIC INC
THE STATE GROUP INDUS
V2 ELECTRIC LLC
VAN ERT ELECT INC
VETERANS ELECTRIC LL
VIKING ELECTRIC INC
WDW ELECTRIC LLC
WEHRS ELECTRIC INC
WESTPHAL & CO INC
ALDRIDGE ELECTRIC COM
AUDENBY ELECTRIC INC
BLATTNER ENERGY INC
BSW ELECTRIC LLC
COMMUNICATION ZONE I
CONNELLY ELECTRIC IN
D & E ELECTRIC LLC
DATA CABLE INC
DELTA ELECTRIC INC
ELECTRICAL CONTRCTRS
ELECTRICAL ENERGY EXP
ELECTRICAL SYSTEMS &
GROHS ELECTRIC LLC
GURTZ ELECTRIC CO
GUY D ELECTRIC
HIGH VOLTAGE MAINT C
HOMESTEAD ELECTRICAL
HVA PRODUCTS INC
INTEGRATED CONTROL TE
KACE COMMUNICATIONS
KBCOMINC
KELSO-BURNETT CO
KRAUSE ELECTRICAL
LEE ELECTRICAL INC
LEE MECHANICAL INC
LEMBERG ELECTRIC CO
LOCAL UNION #127IB
LOGOS CONCEPTS LLC
MECHANICAL SYSTEMS I
MORSE ELECTRIC INC
NORTHERN MECHANICAL L
PACE ELECTRIC
PREFERRED ELECT CONS
PREMIER POWER PROFESS
REWALD ELECTRIC CO
ROMAN ELECTRIC CO I
STAFF ELECTRIC CO I
TERMINAL-ANDRAE INC
TITLE ELECTRIC COMPAN
TOM GAGLIARDI ELECTRI
VAN ERT ELECTRIC CO
VOLT ELECTRIC INC
WADDLE ELECTRIC LLC
ALTMEYER ELECTRIC
B & B ELECTRICAL(158)
BHI SPECIALITY SERVIC
BILFINGER INDUSTRIAL
COMPLETE CONTROL INC
CR MEYER AND SONS COM
DATALINE SERVICES IN
ELAND ELECTRIC CORP
ELECTRICAL ENERGY
ELECTRICAL SYNERGIES
ELMSTAR ELECTRIC CORP
ENERGY CONTROL & DESI
ENTERPRISE ELECTRIC
ESW PLANT SERVICES
GREAT AMERICAN WELDIN
HAYDIN ELECTRIC AND S
HIGH VOLTAGE MAINTENA
HUBBARTT ELECTRIC IN
HUNT ELECTRIC CORPORA
K & M ELECTRIC OF (1
LOCAL UNION #158IB
M J ELECTRIC LLC
PCI ENERGY SERVICES L
PIPING & EQUIPMENT CO
RAM ELECTRIC COMPANY
SARGENT ELECTRIC COMP
V D H ELECTRIC INC
VAN DEN HEUVEL ELEC
1901 INC
A & A ELECTRIC OF
ACCURATE ELECTRIC CON
AIRFLOW360
ALTMEYER ELECTRIC IN
APEX ELECTRIC INC
APPRENTICE & TRAINING
BAREHAND ELECTRIC LL
CR MEYER
CUMMINGS AND TURK IN
CUPERTINO ELECTRIC I
DASH ELECTRIC LLC
FORWARD ELECTRIC INC
FUTURE ELECTRIC AND S
GO ELECTRIC LTD
GROUNDED ELECTRIC IN
GURTZ ELECTRIC CO I
HIGH VOLTAGE MAINTCO
HILL ELECTRIC INC
INDUSTRY ELECTRIC
INTERMOUNTAIN ELECTRI
JM BRENNAN
KAISER ELECT CONTRAC
KATZE ELECTRIC LLC
KB COM INC
KELSO-BURNETT CO
KLM ELECTRIC LLC
KRANTZ ELECTRIC INC
LOCAL #159 IBEW
MAINSTAGE LIGHTING &
MALKO COMMUNICATION S
MIDWEST ELECTRIC LLC
NEI ELECTRIC INC
NICKLES ELECTRIC CONS
PACE ELECTRIC INC
PRO ELECTRIC INC
SHEA ELECTRIC & COMMS
SOUTHWEST TOWN REFRIG
T D PADESKY ELECTRIC
THE STATE GROUP (159)
TRAGER LLC
TRI-CITY ELECTRIC COM
UIHLEIN ELECTRIC CO
VAN ERT ELECTRIC (15
VETERANS ELECTRIC
WEEBF
WIERSMA ELECTRIC
WIL-SURGE ELECTRIC I
WISCONSIN CHAPTER NE
ZEUS ELECTRIC LLC
ATLAS ELECTRIC & CONT
AZCO INC
COMPLETE CONTROL INC
CURRENT TECHNOLOGIES
JPS ELECTRIC LLC
LOCAL #388 IBEW
MH ELECTRIC LLC
NEWTON ELECTRIC CORP
REWALD ELECTRIC
ROBIN MYRE ELECT CON
SACHS ELECTRIC COMPAN
VAN ERT ELECTRIC INC
VIKING ELECTRIC INC
WESTPHAL & COMPANY I
ASTEN ELECTRIC LLC
AUDENBY ELECTRIC INC
CJ ELECTRIC LLC
CLENNON ELECTRIC INC
DAIRYLAND ENERGY SOLU
DELTA ELECTRIC INC
ELEC SYS & SERVICES
ELECTRIC CONTR OF W
ELECTRICAL ENERGY (43
ELECTRICAL TESTING SO
GIBSON ELECTRIC CO
GOEBEL & SONS ELECTRI
GRIND-WELL LLC
HLP SYSTEMS
HURT ELECTRIC INC
KAISER ELECTRICAL CON
KBCOM INC
LOCAL #430 IBEW
MJ ELECTRIC LLC
MEADE ELECTRIC CO I
MICHAELS SIGNS INC
PACE ELECTRIC INC
PIEPER ELECTRIC (430
POWER PLUS ELECTRIC
POWERLINK ELECTRIC L
PREFERRED ELECTRICAL
REWALD ELEC CO INC
ROBERT BOHM ELECTRIC
SONDERGAARD ELECTRIC
SONOMA CONSTRUCTION S
T J GEDEMER ELECTRI
TERMINAL-ANDRAE INC
TRI PHAZE ELECTRIC L
UIHLEIN ELEC CO IN
VAN ERT ELECTRIC CO
BRAUN ELECTRICAL
ENTERPRISE ELECTRIC
GEM INC
LOCAL #577 IBEW
ACCELERATED ELECTRIC
AMERICAN POWER INC
ATLANTIC PLANT MAINTE
AUDENBY ELECTRIC
AUDIO ENGINEERING IN
AZCO INC
BLATTNER ENERGY LLC
CULLEN ENTERPRISES OF
DECKER ELECTRIC
ELECTRICAL BUILDERS
ELLEFSON ELECTRIC IN
FOLEY ELECTRIC INC
GEARY ELECTRIC INC
GO ELECTRIC LTD
GUENTHER ELECTRIC LL
HADY ELECTRIC INC
HELM ELECTRIC INC
JEFFERSON CURRENT ELE
JM TEST SYSTEMS
KBCOMINCDBA KB AD
LEE MECHANICAL INC
LOCAL UNION #890 IB
MIDWEST ELECTRIC LLC
RANSON ELECTRIC INC
READY ELECTRIC INC
RICHTER ELECTRIC INC
RUTS ELECTRIC LLC
SAINT ELECTRIC
SOUND INC
THE STATE GROUP
TOTAL MECHANICAL INC
TRAK ELECTRIC LLC
UIHLEIN ELEC CO INC
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