2016-01-11T15:35:54-06:00 2015-05-31 470900880 CALIBRE CPA GROUP PLLC 566 W LAKE ST SUITE 300 CHICAGO IL 60661 990 2014-06-01 362951116 IBEW ELECTRIAL WORKERS GENERAL WELFARE FUND IBEW 6303931701 28600 BELLA VISTA PARKWAY No 1110 WARRENVILLE IL 60555 FRANK FURCO TRUSTEE 6303931701 2016-01-11 1 COREY BILKEY P00499751 3126550037 2014 2016-04-25 22:37:26Z 28600 BELLA VISTA PARKWAY No 1110 WARRENVILLE IL 60555 38996945 0 X N/A X 1976 IL PROVIDE HEALTH & INSURANCE BENEFITS 10 5 82 0 0 0 0 0 26538354 26092283 5567965 3016129 333456 351663 32439775 29460075 0 0 26810609 29118550 1230274 1312975 0 0 0 1757726 2180597 29798609 32612122 2641166 -3152047 54413187 51494137 9352962 10749392 45060225 40744745 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 1311 0 1 82 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 CATHERINE WENSKUS 6303931701 28600 BELLA VISTA PKWY WARRENVILLE IL 60555 SHARON CATTANEO TRUSTEE 3.00 X 0 0 0 JOHN MCDONNELL TRUSTEE 3.00 X 6347 0 3338 ANTHONY MULIZIO TRUSTEE 3.00 X 0 0 0 FRANK FURCO TRUSTEE 3.00 40.00 X 0 136939 79786 WILLIAM DREW TRUSTEE 3.00 3.00 X 5089 5248 3531 BRIAN HAUG TRUSTEE 3.00 X 0 0 0 KEVIN CONNELLY TRUSTEE 3.00 X 0 0 0 ROBERT PANATERA TRUSTEE 3.00 X 4547 0 2735 ANTHONY GIUNTI TRUSTEE 3.00 40.00 X 0 124143 72766 DAN FITZGIBBONS FMR TRUSTEE 3.00 X 0 0 0 FRANCIS SIKORA TRUSTEE 3.00 X 0 0 0 BRIAN BENSON ASST ADMINISTRATOR 40.00 3.00 X 108869 2718 57438 CATHERINE WENSKUS FUND ADMINISTRATOR 40.00 X 152450 0 28405 277302 269048 247999 2 0 1 0 BLUE CROSS BLUE SHIELD 300 E RANDOLPH ST CHICAGO IL 60601 PPO ACCESS FEES 737948 APS HEALTHCARE 300 N EXECUTIVE DR 300 BROOKFIELD WI 53005 DISEASE MANAGEMENT 104184 2 EMPLOYER CONTRIBUTIONS 900099 22438344 22438344 RETIRED PARTICIPNT CONTRB 900099 3227633 3227633 ACTIVE PARTICIPNT CONTRIB 900099 426306 426306 26092283 765999 765999 11787000 9536870 2250130 2250130 2250130 REIMB PAYROLL, TAX & BENE 900099 351663 351663 351663 29460075 26443946 0 3016129 29118550 23462 868848 166497 188410 65758 180304 70866 118536 1370922 136230 22102 126531 16543 48799 89764 32612122 22439 172795 937939 107126 1650185 1845752 34331 25362 743935 489003 118082 254932 21745018 20908966 29901005 28163214 4188 15990 54413187 51494137 46962 73006 9306000 10676386 9352962 10749392 X 0 0 0 0 45060225 40744745 45060225 40744745 54413187 51494137 -3152047 -1163433 0 X X 0 1 X 1 0 674726 419794 254932 69209 69209 0 254932 COMMON COLLECTIVE TRUSTS 17629208 F LIMITED PARTNERSHIPS 10534006 F 28163214 CURRENT BENEFIT OBLIGATIONS 10620000 DUE TO AFFILIATED FUNDS 56386 10676386 X 27826442 -1163434 -1163434 28989876 118536 351663 470199 29460075 30827923 0 30827923 118536 1665663 1784199 32612122 Part X, Line 2: AS OF MAY 31, 2015, 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, 2015, THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO THE FISCAL YEAR ENDED MAY 31, 2012. Part XI, Line 4b - Other Adjustments: REIMBURSED PAYROLL, TAXES AND BENEFITS 351,663. Part XII, Line 4b - Other Adjustments: REIMBURSED PAYROLL, TAXES AND BENEFITS 351,663. INCREASE IN CURRENT BENEFIT OBLIGATIONS 1,314,000. 0 0 0 FRANK FURCO TRUSTEE 0 120678 0 0 0 16261 0 55553 0 24233 0 216725 0 0 ANTHONY GIUNTI TRUSTEE 0 109825 0 0 0 14318 0 50733 0 22033 0 196909 0 0 BRIAN BENSON ASST ADMINISTRATOR 108869 2718 0 0 0 0 43242 0 14196 0 166307 2718 0 0 CATHERINE WENSKUS FUND ADMINISTRATOR 152450 0 0 0 0 0 14209 0 14196 0 180855 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. 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 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SYSTEMS INC HOME TOWNE ELECTRIC HORIZON CONTRACTORS INC HUEN ELECTRIC CO HUSSMANN CORPORATION HY-POWER ELECTRIC ICOM INC ILLINOIS BUSINESS COMMUNICATIONS IMG TECHNOLOGIES INC IMPERIAL LIGHTING MAINTENANCE IN-LITE ELECTRICAL CONTRUCTION INTERSTATE ELECTRONICS CO INTREN INC J B CONTRACTING CORP J C POWER & CONTROL INC II J F EDWARDS CONSTRUCTION COMPANY J HAMILTON ELECTRIC CO INC J J JONES & CO J M S ELECTRIC INC JEET INC JAMERSON & BAUWENS ELECTRICAL CONTRACTORS INC JASCO ELECTRIC JNS POWER & CONTROL SYSTEMS JOHN BURNS ELECTRIC COMPANY JOLEN ELECTRIC INC K II ELECTRICAL CONTRACTORS K L ELECTRIC CO INC K&K ELECTRICAL CONTROL INC KADLEC ELECTRIC KALISH ELECTRIC CO INC KASTLE SYSTEMS KAVANAUGH ELECTRIC INC KBCOM INC DBA ADVANCED TECHNOLOGIES CO KELLENBERGER ELECTRIC INC KELSO-BURNETT KEVIN ELECTRIC COMPANY KLASS ELECTRIC COMPANY INC KOEHLER ELECTRIC COMPANY KRATOS PUBLIC SAFETY & SECURITY SOLUTIONS INC KRAUSE ELECTRICAL CONTRACTORS INC KROESCHELL ENGINEERING CO KTK ELECTRICAL CONTRACTORS INC KWASIGROCH ELECTRIC INC L L D ELECTRIC CO LA CROSSE ELECTRIC LAUDERDALE ELECTRIC INC LEO P KELLY ELECTRIC INC LETECH LEVY SECURITY INSTALLATIONS LEYDEN ELECTRIC INC LIBERATORE ELECTRIC CO LIGHTHOUSE ELECTRIC INC LINEAR ELECTRICAL ENG INC LIVEWIRE ELECTRICAL SYSTEMS INC LOHBAUER ELECTRIC INC LOMBARDI ELECTRIC INC LOSS OF TIME-WELFARE HOURS LOW LINE TECHNOLOGIES INC LOW VOLTAGE SOLUTIONS LTI SYSTEMS INC LUMEN ELECTRIC INC LYONS ELECTRIC M G ELECTRIC MALLARD ELECTRIC COMPANY INC MANOR ELECTRIC INC MARCHIONE ELECTRIC INC MARON ELEC MARTIN ELECTRICAL CONST CO MASCAL ELEC MCWILLIAMS ELEC MDI ELECTRICAL CONSTRUCTION INC MEADE ELECTRIC MEANY ELEC MECHANICAL SYSTEMS INC DBA CONTECH CO MEDLIN COMMUNICATIONS INC MENDEL PLUMBING & HEATING METRO PROTECTION SERVICES IINC MID STATES CONTRACTING CO MIDCO MIDWEST COMM TECH DBABLACK BOX MIDWEST INTERSTATE ELECTRIC MIDWEST MECHANICAL GROUP INC MIDWESTERN UNIVERSITY MILLER ENGINEERING CO MIV INC MODERN SIGNS INC MOHAWK ELEC MORSE ELECTRIC INC MUSTANG 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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