2016-11-09T10:37:38-06:00 2015-12-31 SARFINO AND RHOADES LLP 11921 ROCKVILLE PIKE SUITE 501 NORTH BETHESDA MD 208522794 990 2015-01-01 526038507 ELECTRICAL WELFARE TRUST FUND % FUND MANAGER ELEC 3017311050 10003 DEREKWOOD LANE 130 LANHAM MD 20706 PETER KLEIN FUND MANAGER 3017311050 2016-11-02 true BRIAN W DOW CPA P00367740 3017705500 2015 2017-02-10 21:41:12Z PETER KLEIN FUND MANAGER 10003 DEREKWOOD LANE STE 130 LANHAM MD 20706 218858029 false X WWW.EWTF.ORG X 1949 MD TO PROVIDE WELFARE BENEFITS FOR ELIGIBLE PARTICIPANTS AS AGREED UPON BY THE NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION - WASHINGTON, DC CHAPTER AND IBEW LOCAL UNION NO. 26. 6 0 42 0 0 8500 8500 76225295 82059969 2802829 1276984 35468 34774 79072092 83380227 0 0 77752896 83499783 3874556 3923976 0 0 0 2033958 959162 83661410 88382921 -4589318 -5002694 109229638 102996415 1420446 407085 107809192 102589330 X TO PROVIDE ACCIDENT, HOSPITAL, MEDICAL, SURGICAL, DENTAL, PRESCRIPTION, VISION, DISABILITY, EMPLOYEE ASSISTANCE, AND DEATH BENEFITS FOR ELIGIBLE PARTICIPANTS AS AGREED UPON BY THE NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION - WASHINGTON, DC CHAPTER AND INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 26. false false 83499783 HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR DEPENDENTS. 83499783 false true false false false false false false false true false false false false false true false false false false false false false false false false false false true false false false false false false false false false false false true false false true 4586 0 true 42 true false false false false false false X 6 0 false false false false false false false true true false false true true true true true true true true false X FUND MANAGER 3017311050 10003 DEREKWOOD LANE SUITE 130 LANHAM MD 20706 Joseph Dabbs TRUSTEE 0.3 50.0 X 0 132599 31703 RAMIRO J RAMOS TRUSTEE 0.3 50.0 X 0 143787 32038 MELVIN CHERRY TRUSTEE 0.3 50.0 X 0 132194 31690 Paul Mella TRUSTEE 0.3 0.0 X 0 0 0 ANDREW PORTER TRUSTEE 0.3 40.0 X 0 189883 49267 THOMAS LAWALL TRUSTEE 0.3 0.0 X 0 0 0 PETER KLEIN FUND MANAGER 40.0 0.0 X 202252 0 25048 CRYSTAL MILLIGAN CLAIMS MANAGER 40.0 0.0 X 121308 0 27740 JULIE LINKINS ACCOUNTING DEPARTMENT MANAGER 40.0 0.0 X 119231 0 27740 SHARON RIVETT Benefit Admin Specialist 40.0 0.0 X 103230 0 30589 546021 598463 255815 4 false true false BASYS IT CONSULTING 390293 DALE LAW LEGAL 135310 Emdeon claim pmt processing 105004 Segal consulting 151236 Conifer consulting 291822 5 8500 8500 CONTRIBUTIONS FROM EMPLOYEES AND EMPLOYERS 900099 82059969 82059969 82059969 2688510 2688510 0 0 0 0 0 134066276 135477802 -1411526 -1411526 -1411526 0 0 0 DATA ENTRY FEES 900099 18000 18000 MISCELLANEOUS REVENUE 900099 16774 16774 34774 83380227 82094743 1276984 0 0 0 83499783 83499783 202252 202252 0 2862615 2862615 622036 622036 0 237073 237073 0 102760 102760 108689 108689 0 0 204103 204103 0 0 276482 276482 319272 319272 0 131446 131446 0 0 0 0 0 64563 64563 30852 30852 CONSULTANTS 168532 168532 POSTAGE 122041 122041 PRINTING 105482 105482 PCORI 35075 35075 -710135 -710135 88382921 83499783 4883138 1530940 1630497 0 0 0 0 10576833 12887970 0 0 0 0 0 0 0 0 24810 47324 795815 598430 211648 197385 96870871 88218703 0 0 0 0 0 0 14536 14536 109229638 102996415 1420446 407085 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1420446 407085 X 0 0 0 0 107809192 102589330 107809192 102589330 109229638 102996415 -5002694 -217168 X false true X true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 41514 13183 28331 725709 560534 165175 28592 24713 3879 197385 83163059 -217168 -217168 83380227 83380227 88382921 88382921 88382921 X X X X false false false Joseph Dabbs TRUSTEE 0 132599 0 0 0 0 0 19197 0 12506 0 164302 RAMIRO J RAMOS TRUSTEE 0 143787 0 0 0 0 0 19532 0 12506 0 175825 MELVIN CHERRY TRUSTEE 0 132194 0 0 0 0 0 19184 0 12506 0 163884 PETER KLEIN FUND MANAGER 197544 0 0 0 4708 0 13731 0 11317 0 227300 0 ANDREW PORTER TRUSTEE 0 187597 0 0 0 2286 0 38587 0 10680 0 239150 FORM 990, PART VI, LINE 19 DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, LINE 11B A COPY OF THE FINAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE BOARD OF TRUSTEES, PRIOR TO FILING. FORM 990, PART VI, LINE 12C MONITORING AND COMPLIANCE IS FACILITATED BY COMPLETION AND SUBMISSION ON AN ANNUAL BASIS OF A WRITTEN DISCLOSURE FORM BY ALL TRUSTEES, OFFICERS AND KEY EMPLOYEES, PROVIDING IN DETAIL ANY EVENTS THAT GIVE RISE TO CONFLICT OF INTEREST. FORM 990, PART VI, LINE 15 THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL AND ANY OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION ARE REVIEWED AND APPROVED BY A GROUP OF TRUSTEES WHO DO NOT HAVE CONFLICT OF INTEREST WITH RESPECT TO COMPENSATION ARRANGEMENT. THIS REVIEW WILL OCCUR NO LESS FREQUENTLY THAN ANNUALLY. COMPENSATION IS DETERMINED USING DATA OF COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. FORM 990, PART VI, LINE 1A AND 1B THE GOVERNING BODY CONSISTS OF SIX MEMBERS NONE OF WHOM ARE COMPENSATED BY THE ORGANIZATION. HOWEVER, ALL SIX ARE COMPENSATED BY EMPLOYERS THAT CONTRIBUTE TO THE VEBA AND ARE NOW CONSIDERED RELATED PARTIES BASED ON THE NEW INSTRUCTIONS OF THE FORM 990. TWO OF THE SIX ARE COMPENSATED BY FOR-PROFIT ENTITIES AND MEET THE VOLUNTEER EXEMPTION REQUIREMENT FOR REPORTING COMPENSATION ON THE FORM 990. see attached schedule NA false see attached schedule na see attached schedule false false true false false false false false false false false false false false false false false false false SEE ATTACHED SCHEDULE 1c CASH