2017-01-09T11:14:06-06:00 2016-05-31 470900880 CALIBRE CPA GROUP PLLC 566 W LAKE ST SUITE 300 CHICAGO IL 60661 990 2015-06-01 362951116 IBEW ELECTRIAL WORKERS GENERAL WELFARE FUND IBEW 6303931701 28600 BELLA VISTA PARKWAY No 1110 WARRENVILLE IL 60555 FRANK FURCO TRUSTEE 6303931701 2017-01-09 1 COREY BILKEY P00499751 3126550037 2015 2021-01-29 14:40:06Z X 28600 BELLA VISTA PARKWAY No 1110 WARRENVILLE IL 60555 36992231 0 X N/A X 1976 IL PROVIDE HEALTH & INSURANCE BENEFITS 10 5 76 0 0 0 0 0 26092283 28628101 3016129 1141363 351663 327380 29460075 30096844 0 0 29118550 32940496 1312975 1304405 0 0 0 2180597 2093518 32612122 36338419 -3152047 -6241575 51494137 46162977 10749392 12532305 40744745 33630672 PROVIDE HEALTH & INSURANCE BENEFITS 0 0 THE PLAN PROVIDES HEALTH BENEFITS (HOSPITAL, VISION, DENTAL, DISABILITY) AS WELL AS LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE FOR ELIGIBLE PARTICIPANTS. 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1264 0 1 76 1 0 0 0 0 0 0 X 10 5 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X TERRY MUSTO 6303931701 28600 BELLA VISTA PKWY WARRENVILLE IL 60555 SHARON CATTANEO TRUSTEE 3.00 X 0 0 0 JOHN MCDONNELL TRUSTEE 3.00 X 3864 0 2282 ANTHONY MULIZIO TRUSTEE 3.00 X 0 0 0 FRANK FURCO TRUSTEE 3.00 40.00 X 0 142827 85266 WILLIAM DREW TRUSTEE 3.00 3.00 X 3312 7439 3480 BRIAN HAUG TRUSTEE 3.00 X 0 0 0 KEVIN CONNELLY TRUSTEE 3.00 X 0 0 0 ROBERT PANATERA TRUSTEE 3.00 X 3609 0 2210 ANTHONY GIUNTI TRUSTEE 3.00 40.00 X 0 137252 81495 FRANCIS SIKORA TRUSTEE 3.00 X 0 0 0 BRIAN BENSON ASST ADMINISTRATOR 40.00 3.00 X 112344 2772 59775 CATHERINE WENSKUS FUND ADMINISTRATOR 40.00 X 155910 0 24525 279039 290290 259033 2 0 1 0 BLUE CROSS BLUE SHIELD 300 E RANDOLPH ST CHICAGO IL 60601 PPO ACCESS FEES 1016202 ARNOLD AND KADJAN 203 N LASALLE ST CHICAGO IL 60601 ATTORNEY 146176 APS HEALTHCARE 300 N EXECUTIVE DR 300 BROOKFIELD WI 53005 DISEASE MANAGEMENT 104060 3 EMPLOYER CONTRIBUTIONS 900099 25079896 25079896 RETIRED PARTICIPNT CONTRB 900099 3267778 3267778 ACTIVE PARTICIPNT CONTRIB 900099 280427 280427 28628101 686750 686750 7350000 6895387 454613 454613 454613 reimburse payroll, taxes and bene 900099 327380 327380 327380 30096844 28955481 0 1141363 32940496 17341 870065 157594 190770 68635 138859 60174 133378 1250992 147290 71045 132025 4287 55470 99998 36338419 172795 719162 107126 2399 1845752 2159484 25362 42124 817041 544473 254932 272568 20908966 15902202 28163214 27053667 15990 11371 51494137 46162977 73006 65077 10676386 12467228 10749392 12532305 X 0 0 0 0 40744745 33630672 40744745 33630672 51494137 46162977 -6241575 -872498 0 X X 0 1 X 1 0 747832 475264 272568 69209 69209 0 272568 COMMON COLLECTIVE TRUSTS 17105258 F LIMITED PARTNERSHIPS 9948409 F 27053667 CURRENT BENEFIT OBLIGATIONS 12437000 DUE TO AFFILIATED FUNDS 30228 12467228 X 28763588 -872498 -872498 29636086 133378 327380 460758 30096844 34060661 0 34060661 133378 2144380 2277758 36338419 Part X, Line 2: AS OF MAY 31, 2016, THERE WERE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS. AT MAY 31, 2016, THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO THE FISCAL YEAR ENDED MAY 31, 2013. Part XI, Line 4b - Other Adjustments: reimbursed payroll, taxes and benefits 327,380. Part XII, Line 4b - Other Adjustments: INCREASE IN CURRENT BENEFIT OBLIGATIONS 1,817,000. reimbursed payroll, taxes and benefits 327,380. 0 0 0 FRANK FURCO TRUSTEE 0 124648 0 0 0 18179 0 59926 0 25340 0 228093 0 0 ANTHONY GIUNTI TRUSTEE 0 119016 0 0 0 18236 0 57308 0 24187 0 218747 0 0 BRIAN BENSON ASST ADMINISTRATOR 112344 2772 0 0 0 0 44715 0 15060 0 172119 2772 0 0 CATHERINE WENSKUS FUND ADMINISTRATOR 155910 0 0 0 0 0 11975 0 12550 0 180435 0 0 0 Form 990, Part VI, Section B, line 11 THE TRUSTEES AUTHORIZE THE FUND'S ADMINISTRATOR AND A DESIGNATED TRUSTEE TO REVIEW THE FORM 990 BEFORE IT'S FILED. Form 990, Part VI, Section B, line 12c THE TRUSTEES ARE GOVERNED BY THE TRUST DOCUMENT AND HAVE A FIDUCIARY RESPONSIBILITY UNDER ERISA TO ADMINISTER THE PLAN IN THE BEST INTEREST OF THE MEMBERSHIP. THE US DEPARTMENT OF LABOR REQUIRES ALL LABOR TRUSTEES TO REPORT ON FORM LM-30 POTENTIAL SITUATIONS WHERE THERE MAY BE CONFLICTS OF INTEREST. THIS INFORMATION IS OPEN TO THE PUBLIC. Form 990, Part VI, Section B, line 15 THE BOARD OF TRUSTEES REVIEW SALARIES AND COMPENSATION ANNUALLY FOR EACH EMPLOYEE OF THE FUND. ALL CHANGES IN COMPENSATION IS APPROVED AND DOCUMENTED IN THE CORRESPONDING BOARD MEETING. Form 990, Part VI, Section C, line 19 A SUMMARY ANNUAL REPORT IS DISTRIBUTED TO ALL PARTICIPANTS. PARTICIPANTS ARE ABLE TO REQUEST THE AUDITOR'S REPORT AND OTHER FINANCIAL INFORMATION FROM THE PLAN ADMINISTRATOR AND/OR THE US DEPARTMENT OF LABOR. ALSO, FORM 5500 IS OPEN TO PUBLIC INSPECTION THROUGH THE US DEPARTMENT OF LABOR. Form 990, Part XII, line 2c: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. Form 990, Part B The form 990 was amended to include the current benefit obligations of $12,437,000 in other liabilities at 5/31/16. Part IX - Line 4 was increased by $1,817,000 Part X - Line 25 was increased by $1,817,000 IBEW LOCAL 701 PENSION FUND 28600 BELLA VISTA PARKWAY WARRENVILLE IL 60555 366455509 PROVIDE PENSION BENEFITS TO PARTICIPANTS IL 401(a) 0 IBEW LOCAL 701 RETIREMENT SAVINGS FUND 28600 BELLA VISTA PARKWAY WARRENVILLE IL 60555 366455509 RETIREMENT BENEFITS IL 401(a) 0 IBEW LOCAL 701 VACATION FUND 28600 BELLA VISTA PARKWAY WARRENVILLE IL 60555 362942688 PROVIDE VACATION BENEFITS FOR PARTICIPANTS IL 501(c)(9) 0 IBEW LOCAL 701 SUPP UNEMPL BENEFIT FD 28600 BELLA VISTA PARKWAY WARRENVILLE IL 60555 364166378 PROVIDE UNEMPLOYMENT BENEFITS FOR PARTICIPANTS IL 501(c)(17) 0 IBEW LOCAL 701 LMCC 28600 BELLA VISTA PARKWAY WARRENVILLE IL 60555 364017836 ASSISTS MEMBERS AND EMPLOYERS FOR CONCERNS OUTSIDE CBA IL 501C5 0 IBEW LOCAL 701 JATC 28600 BELLA VISTA PARKWAY WARRENVILLE IL 60555 362698479 PROVIDES EDUCATION AND TRAINING TO MEMBERS IL 501C3 0 IBEW LOCAL 701 UNION 28600 BELLA VISTA PARKWAY WARRENVILLE IL 60555 362151869 TO ORGANAIZE ALL ELECTRICAL WORKERS IN JURISDICTION IL 501C5 0 ABCO ELECTRICAL CONSTRUCTION LLC ASSOCIATED ELECTRICAL CONTRACTORS OF IL LLC C & C SYSTEMS LLC CIPHER LTD CITY LIGHTS LTD COMMERCIAL ELECTRIC LLC CUSUMANO ELECTRICAL SVS LLC DUDE TESTING & LOCATING LLC EVEREST ENERGY AND CONTROL TECHNOLOGIES LLC FIRETEK LLC GRACE POWER & CONTROL LLC GRAND-KAHN ELECTRIC LLC HOMESTEAD ELECTRICAL CONTRACTING LLC IDENTITY SERVICES LLC INTEGRATED CONTROL TECHNOLOGIES LLC INTEGRATED ELECTRICAL SERVICES LLC JAN ELECTRIC LLC JM ELECTRIC SERVICES LLC KELLENBERGER TECHNOLOGIES LLC MALKO COMMUNICATION SERVICES LLC MIDWEST AUDIO VIDEO SYS LLC NEXITRAONE LLC BLACK BOX NETWORK SERVICES PENTEGRA SYSTEMS LLC DBAWIZDUM AUDIO PLATINUM COMMUNICATIONS LLC QUANTUM CROSSINGS LLC REX ELECTRIC & TECHNOLOGIES LLC RISE ELECTRIC LLC SOUND OF MUSIC CO LTD TAL SYSTEMS LTD TECH ELECTRONICS OF ILLINOIS LLC TWIN ELECTRIC OF CHICAGO LTD UNITED VISUAL LABOR LLC WINDY CITY AV LLC A & F ELECTRICAL SERVICES A & K ELECTRIC A & M POWER ELECTRIC INC A T MITCHELL ENTERPRISES INC DBANORTH CENTRA AECI ACAMARD TECHNOLOGIES INC ACCURATE COMMUNICATIONS ACCU-TECH ACS DATALINE OF THE NORTHWEST INC ADLITE ELEC ADVANCED COMMUNICATIONS ADVANCED DATA TECHNOLOGIES ADVANCED ELECT SYSTEMS INC ADVANCED PROTECTION SYSTEMS ADVANCED WIRING SOLUTIONS ADVENT SYSTEMS INC AEC ELECTRIC CORPORATION AIRPORT ELECTRIC CO ALDRIDGE ELECTRIC INC ALL POWER PLUS ELECTRIC INC ALLIED ELECTRIC & COMMUNICATIONS AMC TELEPHONE SERVICE INC AMERICAN BACKHOE SERVICE AMERICAN ELECTRIC CONSTRUCTION COMPANY AMERICAN ELECTRICAL INC AMP ELECTRIC INC AMS MECHANICAL SYSTEMS INC ANCHOR ELEC ANDE ELECTRIC INC ANDERSON PUMP SERVICE APPLIED COMMUNICATIONS GRP INC APPLIED CONTROLS INC ARC 1 ELECTRIC INC ARCO ELECTRIC COMPANY AR-CORE ENTERPRISE INC ASHBURN POWER & LIGHT INC ASSOCIATED ELECTRICAL CTRSINC ATOMATIC MECHANICAL SERVICES INC AUTOMATIC BUILDING CONTROLS AVONDALE ELECTRIC AWF INC DBA AURORA WIRING & BANDWIDTH MANAGEMENT INC BARTLETT POWER & 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INC VOLKAN SIGNS & LIGHTING INC VOLT ELECTRIC INC VOX ELECTRIC COMPANY INC WEST ELSDON ELEC INC WESTBROOK ELECTRIC CONST WIGDAHL ELECTRIC CO INC WMI TECHNOLOGIES INC WOLF ELECTRIC INC WOOD DALE ELECTRICAL CONST 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0