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ALASKA ELECTRICAL HEALTH AND WELFARE FUND: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
ALASKA ELECTRICAL HEALTH AND WELFARE FUND (EIN 92-6001972)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-07
IRS object ID
201623129349302127
Schema version
2015v2.1
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)
Return2016-11-07T14:43:33-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN926001972EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALASKA ELECTRICAL HEALTH & WELFAREBusinessNameLine1Txt
Business Name Line2FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlALASBusinessNameControlTxt
Phone9072761246PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1701 E TUDOR SUITE 200AddressLine1Txt
CityANCHORAGECityNm
State AbbreviationAKStateAbbreviationCd
ZIP99503ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLARRY BELLPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9072761246PhoneNum
Signature2016-11-07SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparation2016-11-07PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerLARRY BELLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1712 WEST 36TH AVENUEAddressLine1Txt
CityANCHORAGECityNm
State AbbreviationAKStateAbbreviationCd
ZIP99503ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$71,891,015GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.AETF.COMWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1961FormationYr
Legal Domicile StateAKLegalDomicileStateCd
Activity Or MissionTO PROVIDE AND MAINTAIN HEALTH AND WELFARE BENEFITSActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee96TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$70,741,845PYProgramServiceRevenueAmt
CY Program Service Revenue$70,586,644CYProgramServiceRevenueAmt
PY Investment Income$36,761PYInvestmentIncomeAmt
CY Investment Income$41,266CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$70,778,606PYTotalRevenueAmt
CY Total Revenue$70,627,910CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$69,412,151PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$65,075,957CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,114,299PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,085,814CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$835,497PYOtherExpensesAmt
CY Other Expenses$776,583CYOtherExpensesAmt
PY Total Expenses$71,361,947PYTotalExpensesAmt
CY Total Expenses$66,938,354CYTotalExpensesAmt
PY Revenues Less Expenses-$583,341PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,689,556CYRevenuesLessExpensesAmt
Total Assets BOY$20,345,637TotalAssetsBOYAmt
Total Assets EOY$22,728,482TotalAssetsEOYAmt
Total Liabilities BOY$27,940,594TotalLiabilitiesBOYAmt
Total Liabilities EOY$26,649,567TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$7,594,957NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$3,921,085NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PROVIDE AND MAINTAIN HEALTH AND WELFARE BENEFITSMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescMEDICAL, DENTAL, VISION, AND PRESCRIPTION CLAIMS PAID FOR PARTICIPANT BENEFITSDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescGROUP INSURANCE PREMIUMS FOR LIFE, AD&D, AND STOP LOSS CEVERAGEDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescINCREASE IN ESTIMATED LIABILITY FOR FUTURE BENEFITS BASED ON PARTICIPANTS ACCUMULATED ELIGIBILITY AND LIABILITY FOR CLAIMS PAYABLE AND INCURRED BUT NOT YET REPORTEDDesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
DescFEES FOR OTHER SERVICESDesc
FieldValueIRS element (for citing)
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 EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
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 RequiredYes (true)ScheduleJRequiredInd
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 Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee96EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
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 Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
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 AddressYes (true)OfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnfalseAnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALASKA ELECTRICAL TRUST FUNDSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9072761246PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1701 E TUDOR RD SUITE 200AddressLine1Txt
CityANCHORAGECityNm
State AbbreviationAKStateAbbreviationCd
ZIP99503ZIPCd

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 BELL
TRUSTEE1.003.00Yes (X)$0$0$0
LAEL FULLFORD
TRUSTEE1.00Yes (X)$0$0$0
DAVE MCALLEN
TRUSTEE1.00Yes (X)$0$0$0
PAUL LANTZ
TRUSTEE1.00Yes (X)$0$0$0
SEAN NELSON
TRUSTEE1.00Yes (X)$0$0$0
CHUCK PLATT
TRUSTEE1.00Yes (X)$0$0$0
DIEDRE WILLIAMS
TRUSTEE1.00Yes (X)$0$0$0
KNUTE ANDERSON
TRUSTEE1.001.00Yes (X)$0$0$0
PAMELA CLINE
TRUSTEE1.00Yes (X)$0$0$0
JOHN FERREE
TRUSTEE1.00Yes (X)$0$0$0
MIKE HODSDON
TRUSTEE1.003.00Yes (X)$0$0$0
DIANA RUHL
TRUSTEE1.00Yes (X)$0$0$0
GREGORY R STOKES
ADMINISTRATO21.0019.00$100,134$88,229$122,948Yes (X)
CATHERINE LAURIO
CONTROLLER13.0027.00$35,284$73,182$71,079Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$135,418TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$161,411TotReportableCompRltdOrgAmt
Total Other Compensation$194,027TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
AETNA
PO BOX 100615PASADENACA911890615CLAIMS PYR NTWK$501,917
ZENITH AMERICAN SOLUTIONS
18861 90TH AVENUE STE AMOKENAIL60448THIRD PARTY ADM$266,522
HEALTH FITNESS
1700 WEST 82ND STREETMINNEAPOLISMN55431DISEASE MGMT$188,476
HEALTH CARE COST MANAGEMENT COOP
3000 A STREET 300ANCHORAGEAK99503CONTRACT NEGO.$151,478
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$59,669,677$59,669,677
EMPLOYEE CONTRIBUTIONS525100$10,916,967$10,916,967
FieldValueIRS element (for citing)
Total Program Service Revenue$70,586,644TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$42,628TotalRevenueColumnAmt
Related Or Exempt Func Income$42,628RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,261,743SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,263,105SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$1,362SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,362TotalRevenueColumnAmt
Related Or Exempt Func Income-$1,362RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$70,627,910TotalRevenueColumnAmt
Related Or Exempt Func Income$70,627,910RelatedOrExemptFuncIncomeAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$65,075,957TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$130,708TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$552,102TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$149,001TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$201,547TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$52,456TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$101,986TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$84,032TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$26,881TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$130,826TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$200,490TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$46,454TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$76,661TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,293TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$49,017TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$14,628TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$38,226TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescOTHER EXPENSESDesc
Total$4,089TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$66,938,354TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$15,235BOYAmt
EOY$1,048,488EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$9,214,859BOYAmt
EOY$67,959EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,871,611BOYAmt
EOY$5,022,963EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$10,390BOYAmt
EOY$6,331EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$266,390LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$231,168LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$40,752BOYAmt
EOY$35,222EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,783,251BOYAmt
EOY$14,546,453EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$3,409,539BOYAmt
EOY$2,001,066EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$20,345,637BOYAmt
EOY$22,728,482EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$807,415BOYAmt
EOY$934,724EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$27,133,179BOYAmt
EOY$25,714,843EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$27,940,594BOYAmt
EOY$26,649,567EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY-$7,594,957BOYAmt
EOY-$3,921,085EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$7,594,957BOYAmt
EOY-$3,921,085EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$20,345,637BOYAmt
EOY$22,728,482EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$3,689,556ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$15,684NetUnrlzdGainsLossesInvstAmt
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
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$266,390OtherCostOrOtherBasisAmt
Depreciation$231,168DepreciationAmt
Book Value$35,222BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$35,222TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
DUE FROM STOP LOSS CARRIER$1,985,848
OTHER RECEIVABLES$14,670
ACCRUED INTEREST AND DIVIDENDS$548
FieldValueIRS element (for citing)
Total Book Value Other Assets$2,001,066TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
EST BENEFITS ON ACCUM ELIGIBILITY$15,975,181
HEALTH CLAIMS PAYABLE & IBNR$9,739,662
FieldValueIRS element (for citing)
Total Liability$25,714,843TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$70,585,345TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$15,684NetUnrealizedGainsInvstAmt
Revenue Not Reported-$15,684RevenueNotReportedAmt
Revenue Subtotal$70,601,029RevenueSubtotalAmt
Investment Expenses Not Incld$26,881InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$26,881RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$70,627,910TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$68,329,809TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$68,329,809ExpensesSubtotalAmt
Investment Expenses Not Incld2$26,881InvestmentExpensesNotIncld2Amt
Other Expenses Not Included-$1,418,336OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt-$1,391,455ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$66,938,354TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 3, PART XU.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2015, THERE ARE 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 TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2012.
SCHEDULE D, PAGE 4, PART XII, LINE 4BIBNR AND ESTIMATED FUTURE BENEFITS -1,418,336

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredfalseSubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmt
GREGORY R STOKES
ADMINISTRATOR$87,929$77,475$12,205$10,754$54,390$47,924$10,969$9,665$165,493$145,818
CATHERINE LAURIO
CONTROLLER$35,183$72,972$101$210$23,122$47,957$58,406$121,139

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE J, PAGE 1, PART I, LINE 1AFormAndLineReferenceDesc
ExplanationTHE FUND'S TRUSTEE EXPENSE REIMBURSEMENT POLICY ALLOWS FOR REIMBURSEMENT NOT TO EXCEED COACH RATE FOR IN-STATE TRAVEL AND FIRST-CLASS RATE FOR OUT- OF-STATE TRAVEL.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 2, PART III, LINE 4DFEES FOR OTHER SERVICES
FORM 990, PAGE 6, PART VI, LINE 2MIKE HODSDON KNUTE ANDERSON TRUSTEE TRUSTEE BOTH ON IBEW EXECUTIVE BOARD
FORM 990, PAGE 6, PART VI, LINE 9LARRY BELL 712 WEST 36TH AVENUE ANCHORAGE, AK 99503 LAEL FULLFORD 303 E VAN HORN ROAD FAIRBANKS, AK 99701 DAVE MCALLEN 3700 SPRINGER ST. ANCHORAGE, AK 99503 PAUL LANTZ 7941 SANDLEWOOD PLACE ANCHORAGE, AK 99507 SEAN NELSON 718 W 53RD AVENUE ANCHORAGE, AK 99518 CHUCK PLATT P.O. BOX 34977 JUNEAU, AK 99803 DIEDRE WILLIAMS 600 TELEPHONE AVENUE MS 15 ANCHORAGE, AK 99503 KNUTE ANDERSON PO BOX 55422 NORTH POLE, AK 99705 PAMELA CLINE 3333 DENALI STREET SUITE 200 ANCHORAGE, AK 99503 JOHN FERREE 2000 AIRPORT WAY FAIRBANKS, AK 99701 MIKE HODSDON 3333 DENALI STREET SUITE 200 ANCHORAGE, AK 99503 DIANA RUHL 3333 DENALI STREET SUITE 200 ANCHORAGE, AK 99503
FORM 990, PAGE 6, PART VI, LINE 11BTHE 990 IS PREPARED AND REVIEWED AT THE DETAIL LEVEL BY THE CONTROLLER AND AN ACCOUNTING STAFF THEN KEY SECTIONS ARE REVIEWED BY KPMG AT THE HIGH LEVEL. KPMG DOES NOT SIGN THE RETURN. IT IS SIGNED BY TWO TRUSTEES OF THE PLAN.
FORM 990, PAGE 6, PART VI, LINE 12CPERIODIC REVIEWS ARE PERFORMED BY THE TRUSTEES - PART VI LINE 12C THE PRACTICES FOR MONITORING PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND FOR DEALING WITH POTENTIAL OR ACTUAL CONFLICTS ARE AS FOLLOWS. INTERESTED PERSON(S), THAT IS PERSON(S) COVERED BY THIS POLICY, ARE DEFINED AS A TRUSTEE(S) WHO HAS DIRECT OR INDIRECT FINANCIAL INTEREST RELATED TO AN ACTUAL OR POTENTIAL TRUST TRANSACTION OR ARRANGEMENT. IN CONNECTION TO AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF FINANCIAL INTEREST AND BE GIVEN AN OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO ANY OTHER TRUSTEES WHO ARE CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS THE INTERESTED PERSON SHALL LEAVE THE MEETING; THE REMAINING TRUSTEES SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. AN INTERESTED PERSON WITH A CONFLICT OF INTEREST MAY NOT BE PRESENT DURING DISCUSSION OF AND VOTE ON THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE CHAIRMAN MAY APPOINT SOMEONE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. IF NOT, THE TRUSTEES SHALL DETERMINE IF THE TRANSACTION OR ARRANGEMENT IS IN THE TRUST BEST INTEREST, AND IF IT IS FAIR OR REASONABLE.
FORM 990, PAGE 6, PART VI, LINE 15AREVIEW IS PERFORMED BY TRUSTEES (MEMBERS OF THE ADMINISTRATIVE COMMITTEE). THE ALASKA CONSUMER PRICE INDEX IS USED TO DETERMINE COMPARABILITY. CONTEMPORANEOUS SUBSTANTIATION TAKES THE FORM OF A MEMO FROM THE ADMINISTRATIVE COMMITTEE. THE POSITIONS FOR WHICH THE DESCRIBED PROCESS IS USED ARE THE ADMINISTRATOR AND THE REAL ESTATE MANAGER, AND THE PROCESS WAS LAST PERFORMED FOR BOTH OF THESE POSITIONS DURING 2013.
FORM 990, PAGE 6, PART VI, LINE 19THE SUMMARY ANNUAL REPORT IS SENT OUT TO ALL MEMBERS/PARTICIPANTS PROVIDING A SUMMARY OF THE YEARS FINANCIAL ACTIVITIES AND NOTIFICATION THAT THE COMPLETE ANNUAL FILING WITH EBSA INCLUDING THE FORM 5500 AND FINANCIAL STATEMENTS IS AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (29 entries)

Direct Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxt
ALASKA AFL-CIO
N/Afalse
ALASKA WORKS PARTNERSHIP INC
N/Afalse
ALASKA CHAPTER NECA INC
N/Afalse712 W 36TH AVEANCHORAGEAK99503920018638EMPR ASSOCAK501C6
ALASKA ELECTRICAL PENSION PLAN
N/Afalse701 E TUDOR SUITE 200ANCHORAGEAK99503926005171PENSIONAK401A
ALASKA ELECTRICAL MONEY PURCHASE
N/Afalse701 E TUDOR SUITE 200ANCHORAGEAK99503926005171PENSIONAK401A
ALASKA ELECTRICAL LEGAL PLAN
N/Afalse701 E TUDOR SUITE 200ANCHORAGEAK99503920058156LEGAL PLANAK501C9
BARROW UTILITIES & ELECTRIC COOP
N/Afalse
CHUGACH ELECTRIC ASSOCIATION
N/Afalse
MUNICIPALITY OF ANCHORAGE ML&P
N/Afalse
MUNICIPALITY OF ANCHORAGE
N/Afalse
CITY OF FAIRBANKS
N/Afalse
NOME JOINT UTILITIES
N/Afalse
CITY OF SEWARD
N/Afalse
COPPER VALLEY ELECTRIC
N/Afalse
COPPER VALLEY TELEPHONE COOP
N/Afalse
CORDOVA ELECTRIC COOPERATIVE INC
N/Afalse
HOMER ELECTRIC ASSOCIATION INC
N/Afalse
IBEW LOCAL 1547
N/Afalse3333 DENALI STREETANCHORAGEAK99503920013179UNIONAK501C5
ALASKA JOINT ELECTRICAL APPRENTICE
N/Afalse
CITY OF KETCHIKAN & KETCHIKAN PUBLI
N/Afalse
KETCHIKAN GATEWAY BOROUGH
N/Afalse
KODIAK ISLAND BOROUGH
N/Afalse
KODIAK ELECTRIC ASSOCIATION INC
N/Afalse
KOTZEBUE ELECTRIC ASSOCIATION INC
N/Afalse
MATANUSKA ELECTRIC ASSOCIATION
N/Afalse
MATANUSKA TELEPHONE ASSOCIATION
N/Afalse
NAKNEK ELECTRIC ASSOC INC
N/Afalse
SOUTHEAST ELECTRIC LLC
N/Afalse
SOUTHEAST AK POWER AGENCY (SEAPA)
N/Afalse

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (97 entries)

Direct Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdEntity TypeEntityTypeTxt
A & D DRILLING
N/Afalse
ALASKA COMMUNICATIONS SYSTEMS
N/Afalse600 TELEPHONE AVE MS 15ANCHORAGEAK99503911921377TELECOMMUNAKC CORP
ALASKA DIRECTIONAL LLC
N/Afalse
ALASKA ELECTRIC & CONTROL
N/Afalse
ALASKA ELECTRIC LLC
N/Afalse
ALASKA ELECTRICAL LIGHT & POWER CO
N/Afalse
ALASKA INTEGRATED SERVICES
N/Afalse
ALASKA LINEBUILDERS LLC
N/Afalse
ALASKA POWER & COMMUNICATIONS SVCS
N/Afalse
ALASKA PRIME POWER
N/Afalse
ALASKA ROAD BORING COMPANY
N/Afalse
ALCAN ELECTRICAL ENGINEERING INC
N/Afalse
ALEUT GLOBAL SOLUTIONS LLC
N/Afalse
ALL SEASONS CONSTRUCTION CO
N/Afalse
ALL WIRE ELECTRIC LLC
N/Afalse
AMEE BAY LLC
N/Afalse
ARCTEC ALASKA
N/Afalse
ARCTIC ELECTRIC INC
N/Afalse
ASPLUNDH TREE EXPERT CO
N/Afalse
AT & T ALASCOM
N/Afalse
AT & T MOBILITY
N/Afalse
B & B ELECTRIC INC
N/Afalse
BAND OF BROTHERS BBC
N/Afalse
BERING KAYA SUPPORT SERVICES LLC
N/Afalse
BRISTOL ENVIRONMENT REMEDIATION SVC
N/Afalse
BURKE ELECTRIC LLC
N/Afalse
C&B CONSTRUCTION
N/Afalse
C2C ELECTRIC
N/Afalse
CARLOS TREE SERVICE INC
N/Afalse
CB & I FEDERAL SERVICES LLC
N/Afalse
CHATHAM ELECTRIC INC
N/AfalsePO BOX 34977JUNEAUAK99803920169545CONTRACTORAKC CORP
CHENEGA COMMERCIAL LEASING
N/Afalse
CITY ELECTRIC INC
N/Afalse
CONTROL CONTRACTORS INC
N/Afalse
CSI ELECTRICAL CONTRACTORS INC
N/Afalse
DOYON ASSOCIATED LLC
N/Afalse
DOYON INDUSTRIAL GROUP
N/Afalse
DOYON UTILITIES LLC
N/Afalse
EAGLE WOLF ELECTRIC INC
N/Afalse
ELECTRIC INTERNATIONAL LLC
N/Afalse
ELECTRIC POWER CONSTRUCTORS INC
N/Afalse
ENDEAVOR ELECTRIC INC
N/Afalse
EVER ELECTRIC INC
N/Afalse
FIRST CITY ELECTRIC INC
N/Afalse
FRAWNER CORPORATION
N/Afalse
ALASKA DIRECTIONAL LLC
N/Afalse
FULLFORD ELECTRIC INC
N/Afalse303 E VAN HORN RDFAIRBANKSAK99701920099751CONTRACTORAKC CORP
GLOBAL MANAGEMENT SERVICES
N/Afalse
GMW FIRE PROTECTION INC
N/Afalse
GOLDEN HEART UTILITIES
N/Afalse
GOLDEN VALLEY ELECTRIC ASSOC
N/Afalse
GRASLE & ASSOCIATES INC
N/Afalse
HOT WIRE COMMUNICATIONS LLC
N/Afalse
HOT WIRE ELECTRIC LLC
N/Afalse
HOUSTON CONTRACTING CO
N/Afalse
INTEGRITY NETWORK INC
N/Afalse
KACHEMAK ELECTRIC CO INC
N/Afalse
LIBERTY ELECTRIC INC
N/Afalse
LITTLE SUSITNA CONSTRUCTION
N/Afalse
LOCAL ELECTRIC INC
N/Afalse
M J ELECTRIC LLC
N/Afalse
MAD MAX DRILLING
N/Afalse
MARSHALLS ELECTRIC INC
N/Afalse
MICHELS CONSTRUCTION
N/Afalse
MORLEY ELECTRIC INC
N/Afalse
NAES POWER CONTRACTORS INC
N/Afalse
NEW HORIZON'S TELECOM INC
N/Afalse
NORCON INC
N/Afalse
NORTHERN POWERLINE CONSTRUCTORS INC
N/Afalse7941 SANDLEWOOD PLACEANCHORAGEAK99507510562465CONTRACTORAKC CORP
NPC ENERGY SERVICES LLC
N/Afalse
PILE CO INC
N/Afalse
POWER ASSURANCE INC
N/Afalse
POWER SOURCE TELECOM INC
N/Afalse
PRICE GREGORY
N/Afalse
PTP MANAGEMENT INC
N/Afalse
RANCO ELECTRIC
N/Afalse
ROBINSON BROTHERS CONSTRUCTION
N/Afalse
SAUER ELECTRIC INC
N/Afalse
SOUTHEAST ELECTRIC LLC
N/Afalse
STAR ELECTRIC INC
N/Afalse
STEELHEAD ELECTRIC COMPANY
N/Afalse
STG INCORPORATED
N/Afalse
STURGEON ELECTRIC COMPANY
N/Afalse
SUPERIOR PLUMBING & HEATING
N/Afalse
SYSTEMHOUSE INC
N/Afalse
TAYLOR FIRE PROTECTION SERVICES LLC
N/Afalse
TEC ELECTIC INC
N/Afalse
TEMPTEL INC
N/Afalse
VECA ELECTRIC CO INC
N/Afalse
WELLS GLOBAL WEST
N/Afalse
WILSONS GENERAL CONTRACTING INC
N/Afalse
WIRED AK LLC
N/Afalse
WOLF CREEK FEDERAL SERVICES
N/Afalse
WOLVERINE SERVICES LLC
N/Afalse
WORLD TECHNICAL SERVICES INC
N/Afalse
YUKON ELECTRIC INC
N/Afalse718 W 53RD AVENUEANCHORAGEAK99518920168545CONTRACTORAKC CORP
ALASKA DIRECTIONAL LLC
N/Afalse
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 FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd