STRATEGY STUDIO / PUBLIC DATA EXPLORER

ELECTRICAL WORKERS HEALTH AND WELFARE FUND LOCAL 103 IBEW: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
ELECTRICAL WORKERS HEALTH AND WELFARE FUND LOCAL 103 IBEW (EIN 04-6063733)
Tax period
2013-12-01 to 2014-11-30
Filed
2015-09-15
IRS object ID
201532589349300818
Schema version
2013v4.0
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)
Return2015-09-15T11:01:14-05:00ReturnTs
Tax Period End2014-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043508036PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MANZI & ASSOCIATES LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1855 TURNPIKE STREETAddressLine1
CityNORTH ANDOVERCity
StateMAState
ZIP Code01845ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046063733EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HEALTH AND WELFARE TRUST FUND LOCAL 103 IBEWBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlHEALBusinessNameControlTxt
Phone6172885999PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1256 FREEPORT STREETAddressLine1
CityBOSTONCity
StateMAState
ZIP Code02122ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL P DONOVANPersonNm
Person TitleCFOPersonTitleTxt
Phone6172885999PhoneNum
Signature2015-09-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEANNIE MICKELPreparerPersonNm
PTINP01058630PTIN
Phone9789751099PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRICHARD P GAMBINOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1256 FREEPORT STREETAddressLine1
CityBOSTONCity
StateMAState
ZIP Code02122ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$722,960,962GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.TRUSTFUNDS103.COMWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1953FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTHE HEALTH BENEFIT PLAN PROVIDES FOR ACCIDENT, HOSPITAL, MEDICAL, PHARMACEUTICAL, SURGICAL, DENTAL, DISABILITY, AND DEATH BENEFITS FOR ELIGIBLE MEMBERS AND THEIR FAMILIES, AS SPECIFIED IN THE PLAN.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee30TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$94,413,420PYProgramServiceRevenueAmt
CY Program Service Revenue$100,802,514CYProgramServiceRevenueAmt
PY Investment Income$2,762,499PYInvestmentIncomeAmt
CY Investment Income$3,682,024CYInvestmentIncomeAmt
PY Other Revenue$1,664,290PYOtherRevenueAmt
CY Other Revenue$1,870,624CYOtherRevenueAmt
PY Total Revenue$98,840,209PYTotalRevenueAmt
CY Total Revenue$106,355,162CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$70,242,962PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$75,067,895CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,223,506PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,406,801CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,013,161PYOtherExpensesAmt
CY Other Expenses$1,779,222CYOtherExpensesAmt
PY Total Expenses$74,479,629PYTotalExpensesAmt
CY Total Expenses$79,253,918CYTotalExpensesAmt
PY Revenues Less Expenses$24,360,580PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$27,101,244CYRevenuesLessExpensesAmt
Total Assets BOY$178,566,023TotalAssetsBOYAmt
Total Assets EOY$214,118,274TotalAssetsEOYAmt
Total Liabilities BOY$11,341,124TotalLiabilitiesBOYAmt
Total Liabilities EOY$13,978,133TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$167,224,899NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$200,140,141NetAssetsOrFundBalancesEOYAmt
MissionTHE HEALTH BENEFIT PLAN PROVIDES FOR ACCIDENT, HOSPITAL, MEDICAL, PHARMACEUTICAL, SURGICAL, DENTAL, DISABILITY, AND DEATH BENEFITS FOR ELIGIBLE MEMBERS AND THEIR FAMILIES, AS SPECIFIED IN THE PLAN.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE HEALTH BENEFIT PLAN PROVIDES FOR ACCIDENT, HOSPITAL, MEDICAL, PHARMACEUTICAL, SURGICAL, DENTAL, DISABILITY, AND DEATH BENEFITS FOR ELIGIBLE MEMBERS AND THEIR FAMILIES, AS SPECIFIED IN THE PLAN.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
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 MemYes (1)BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1543IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee30EmployeeCnt
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
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 BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonRICHARD P GAMBINOPersonNm
Phone6172885999PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1256 FREEPORT STREET 2ND FLOORAddressLine1
CityBOSTONCity
StateMAState
ZIP Code02122ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerInd
LOU ANTONELLIS
TRUSTEE1.00Yes (X)$0$0$0
JOHN DUMAS
TRUSTEE1.00Yes (X)$0$0$0
CHARLES MONAHAN
TRUSTEE1.00Yes (X)$0$0$0
GLENN KINGSBURY
TRUSTEE1.00Yes (X)$0$0$0
JOSEPH BODIO
TRUSTEE1.00Yes (X)$0$0$0
PAUL GUARRACINO
TRUSTEE1.00Yes (X)$0$0$0
RICHARD GAMBINO
FUND ADMINISTRATOR15.00$61,032$100,988$56,03325.00Yes (X)
MICHAEL DONOVAN
CFO14.00$55,367$108,525$51,87226.00Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$116,399TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$209,513TotReportableCompRltdOrgAmt
Total Other Compensation$107,905TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
BLUE CROSS BLUE SHIELD
401 PARK DRIVEBOSTONMA02215HEALTH CLAIMS ADMINISTRATION$2,113,816
INSURANCE PROGRAM MANAGERS GROUP
10 TECHNOLOGY DRIVEWALLINGFORDCT06492INSURANCE MANAGEMENT$194,918
LOOMIS SAYLES
ONE FINANCIAL CENTERBOSTONMA02111INVESTMENT MANAGEMENT$171,620
BLACKROCK FINANCIAL MGMT
ONE FINANCIAL CENTERBOSTONMA02111INVESTMENT MANAGEMENT$169,777
MODERN ASSISTANCE
1458 HANCOCK STREETQUINCYMA02169HEALTH CARE ADMINISTRATION$164,551
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K8CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS$97,252,613$97,252,613
PARTICIPANT SELF-PAYMENTS$3,549,901$3,549,901
FieldValueIRS element (for citing)
Total Program Service Revenue$100,802,514TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,063,748TotalRevenueColumnAmt
Exclusion$3,063,748ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$617,224,076SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$616,605,800SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$618,276SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$618,276TotalRevenueColumnAmt
Exclusion$618,276ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADMIN EXPENSE REIMBURSEMENTS$1,734,000$1,734,000
CLASS ACTION SETTLEMENT$136,624$136,624
FieldValueIRS element (for citing)
Other Revenue Total$1,870,624OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$106,355,162TotalRevenueColumnAmt
Related Or Exempt Func Income$102,673,138RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,682,024ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$75,067,895TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$310,771TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,113,592TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$270,727TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$594,832TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$116,879TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$78,337TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$42,500TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$505,635TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$259,575TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$42,245TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$219,361TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$30,635TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$72,937TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$75,036TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
REPAIRS & MAINTENANCE$177,733
POSTAGE$83,766
PRINTING$56,247
EQUIPMENT LEASES$40,955

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$94,260TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$79,253,918TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$13,175,377BOYAmt
EOY$12,038,944EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$9,878,628BOYAmt
EOY$20,280,899EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$8,129,956BOYAmt
EOY$8,140,213EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$200,352EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$986,115LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$426,548LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$343,440BOYAmt
EOY$559,567EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$109,210,245BOYAmt
EOY$131,827,541EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$33,540,481BOYAmt
EOY$39,198,863EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,287,896BOYAmt
EOY$1,871,895EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$178,566,023BOYAmt
EOY$214,118,274EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$217,095BOYAmt
EOY$240,978EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$11,124,029BOYAmt
EOY$13,737,155EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$11,341,124BOYAmt
EOY$13,978,133EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$167,224,899BOYAmt
EOY$200,140,141EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$167,224,899BOYAmt
EOY$200,140,141EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$178,566,023BOYAmt
EOY$214,118,274EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$27,101,244ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$5,813,998NetUnrlzdGainsLossesInvstAmt
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

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$552,721OtherCostOrOtherBasisAmt
Depreciation$121,401DepreciationAmt
Book Value$431,320BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$401,558OtherCostOrOtherBasisAmt
Depreciation$292,413DepreciationAmt
Book Value$109,145BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$31,836OtherCostOrOtherBasisAmt
Depreciation$12,734DepreciationAmt
Book Value$19,102BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$559,567TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescS&P 500 COMMON TRUSTDesc
Book Value$39,198,863BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$39,198,863TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
DUE TO INVESTMENT ACQUISITIONS$6,247,168
CONTRACTOR DEPOSITS$270,524
DUE TO RELATED PARTIES$374,379
BENEFITS CLAIMS PAYABLE$6,845,084
FieldValueIRS element (for citing)
Total Liability$13,737,155TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$111,663,525TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$5,813,998NetUnrealizedGainsInvstAmt
Revenue Not Reported$5,813,998RevenueNotReportedAmt
Revenue Subtotal$105,849,527RevenueSubtotalAmt
Investment Expenses Not Incld$505,635InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$505,635RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$106,355,162TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$78,113,569TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$78,113,569ExpensesSubtotalAmt
Investment Expenses Not Incld2$505,635InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$634,714OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1,140,349ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$79,253,918TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE DEPARTMENT OF LABOR AND INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF NOVEMBER 30, 2014, 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.
PART XII, LINE 4B - OTHER ADJUSTMENTS:NET CHANGE IN BENEFITS PAYABLE 634,714.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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
RICHARD GAMBINO
FUND ADMINISTRATOR$61,032$100,988$0$0$0$0$33,569$0$22,464$0$117,065$100,988$0$0
MICHAEL DONOVAN
CFO$55,367$108,525$0$0$0$0$29,408$0$22,464$0$107,239$108,525$0$0

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonKAITLYN GAMBINOPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionFAMILY MEMBER OF OFFICERRelationshipDescriptionTxt
Transaction$66,560TransactionAmt
TransactionCOMPENSATIONTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11A DRAFT VERSION OF THE FORM 990 IS REVIEWED BY THE FUND ADMINISTRATOR AND CFO, THE FINAL COPY IS PROVIDED TO THE FULL BOARD OF TRUSTEES FOR REVIEW PRIOR TO ITS FILING.
FORM 990, PART VI, SECTION B, LINE 12THE ORGANIZATION FOLLOWS A CONFLICT OF INTEREST POLICY IN ACCORDANCE WITH ERISA
FORM 990, PART VI, SECTION B, LINE 15THE COMPENSATION OF THE ORGANIZATION'S OFFICERS IS DETERMINED AND APPROVED BY THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FORM 990 AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2C:FORM 990, PART XII, LINE 2C: THE PROCESS DID NOT CHANGE FROM PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdControlled OrganizationControlledOrganizationIndExempt Code SectionExemptCodeSectionTxt
ELECTRICAL WORKERS PENSION PLAN LOCAL 103 IBEW
256 FREEPORT STREETBOSTONMA02122046063734BENEFIT PLANMA0
ELECTRICAL WORKERS DEFERRED INCOME FUND LOCAL 103 IBEW
256 FREEPORT STREETBOSTONMA02122042471895BENEFIT PLANMA0
ELECTRICAL INDUSTRY LABOR MANAGEMENT COOPERATION TRUST
256 FREEPORT STREETBOSTONMA02122043398237LABOR ORGANIZATIONMA0501(C)(5)
LOCAL 103 IBEW GENERAL FUND
256 FREEPORT STREETBOSTONMA02122041472080LABOR UNIONMA0501(C)(5)
JOINT APPRENTICESHIP AND TRAINING TRUST FUND LOCAL 103 IBEW
256 FREEPORT STREETBOSTONMA02122510201858TRAINING FUNDMA0501(C)(3)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (182 entries)

Legal Domicile StateLegalDomicileStateCd
A MURPHY INC
MA
ABSOLUTE RENEWABLE ENERGY
NH
ADVANCED INFORMATION TECHNOLOS
MA
ADVANTAGE CONTROL & DESIGN
MA
AETNA FIRE ALARM SERVICE CO
MA
ALDON ELECTRIC INC
MA
ALL-PRO ELECTRIC LLC
MA
ALL-RON
MA
AMERICAN ELEC TESTING COMPANY
MA
AMERICAN ELECTRIC & COMMUN
PA
ASPIRE ELECTRIC
MA
ATLANTIC POWER & LIGHT CO
MA
AUTOMATED ELECTRIC INC
MA
AVERILL ELECTRIC
MA
AYER ELECTRIC
NH
BALFOUR BEATTY
GA
BENNETT ELECTRICAL INC
MA
BENT ELECTRICAL
MA
BILLITIER ELECTRIC
NY
BLACK BOX NETWORK SERVICES
PA
BLAIS ELECTRICAL CORP
MA
BOLT SECURITY ELECTRIC INC
MA
BOSTON HOUSING AUTHORITY
MA
BOSTON LIGHT ELECTRICAL CONTR
MA
BOSTON LIGHTNING ROD COMPANY
MA
BOSTON POWER GROUP
MA
BRAVA ELECTRIC
MA
BROTHERS ELECTRICAL CO LLC
MA
BRUNO ELECTRIC INC
MA
CC ELECTRICAL CONTRACTORS INC
MA
CW ELECTRICAL CONTRACTORS
MA
CABLENET SYSTEMS INC
MA
CDS CONTRACTING
MA
CENTERPLAN CONSTRUCTION CO
CT
CHAPMAN CONSTRUCTION GROUP
MA
CLEAR CHANNEL OUTDOOR
TX
COGHLIN'S INC
MA
COMM-TRACT
MA
COMMUNICATION TECHNOLOGY
MA
COVIELLO ELECTRIC & GEN
MA
CRUZ ELECTRIC INC
MA
CURTIN ELECTRICAL CONTR
MA
DAGLE ELECTRICAL CONSTRUCTION
MA
DAVID C ROBINSON ELECTRIC
MA
DELAWARE NORTH COMPANIES INC
MA
DENNIS F OBRIEN COMMUNICATION
MA
DIAMOND TECHNOLOGIES ASSOC
MA
E W AUDET & SONS INC
RI
ES BOULOS CO
ME
EDWARD G SAWYER C0
MA
EDWARD G SAWYERLCN
MA
EIRE ELECTRICAL CORP
MA
ELECTRICAL CONSTRUCTION TR FDS
MA
ELECTRICAL CONTRACTOR ASSOC
MA
EOL ELECTRIC INC
MA
EVERMORE LIGHT & POWER INC
MA
FAHEY ELECTRICAL
MA
FALL RIVER ELECTRICAL ASSOC
MA
FASOLINO ELECTRIC CO
MA
FIBER OPTIC SPLICING & TESTING
MA
FISCHBACH & MOORE ELECTRIC
MA
FISHER & GEORGE ELECTRICAL
MA
FLYNN ELECTRIC INC
MA
FOLEY ELECTRIC
MA
FRISOLI ELECTRIC INC
MA
FTG TECHNOLOGIES
MA
G A DONOVAN CONSULTING
MA
GARDNER & LYNCH ELEC SERV LLC
MA
GASTON ELECTRIC COMPANY INC
MA
GLOBAL NETWORK TECHNOLOGIES
MA
GONE GREEN
MA
GREENVIEW LIGHT & POWER
MA
HAGGERTY & HAGGERTY
MA
HALLMARK ELECTRICAL SYSTEMS
MA
HARRIS CONTRACTING & ELECT
MA
HENKELS & MC COY INC
PA
HIGH VOLTAGE MAINTENANCE
OH
HIGHGATE ELECTRIC LLC
MA
IANNICIELLO ELECTRIC INC
MA
IKE ELECTRIC INC
MA
INDUSTRIAL TELEVISION SERVICES
IL
INFOWIRES CONTRACTING
MA
INFRA-RED BUILDING & POWER SER
MA
INTEGRA NETWORK SERVICES LLC
MA
INTEGRATED ELEC SYSTEMSINC
MA
INTELLIGENT SYSTEMS & CONTROLS
MA
INTERNATIONAL SOUND CORP
MD
IPC INFORMATION SYSTEMS
CT
J & M BROWN COMPANY INC
MA
J F WHITE CONTRACTING INC
MA
J M ELECTRICAL COMPANY INC
MA
JF WHITE - LM HEAVY JV
MA
JAG COMMUNICATION
NH
JASCO ELECTRIC
MA
JOHN A PENNEY COMPANY INC
MA
K & H
MA
K & M
MA
KM KELLY INC
MA
KONING CORPORATION
MA
LJ MISHEL ELECTRICALAL CONTR
MA
LAN-TEL COMMUNICATION
MA
LANDERHOLM ELECTRIC COMPANY
MA
LANTERN LIGHT & ELECTINC
MA
LEONARD MORSE HOSPITAL
MA
LIGHTHOUSE ELECTRIC INC
MA
LYNNWELL ASSOCIATES INC
MA
MJ ELECTRIC INC
MI
MAIURI ELECTRICAL CORPORATION
MA
MARIA FALLON ELECTRICAL SER
MA
MASS BAY ELECTRICAL CORP
MA
MASS BAY TRANSPORTATION
MA
MASS ELECTRIC CONST COMPANY
NE
MATRIX NAC INC
NJ
MCDONALD ELEC CORP
MA
MCPHEE ELECTRIC LTD
CT
MCWADE ASSOCIATES INC
MA
MECHANICAL AIR CONTROLS
MA
MEGCO
MA
MGM ELECTRIC COMPANY INC
MA
MILLER BROS
PA
MILTON ELECTRICAL
MA
MOULISON NORTH CORPORATION
MA
MURPHY ELECTRIC & INDUSTRIAL
MA
NETVERSANT ACQUISITIONSIIILLC
MA
NEW ENGLAND ELECTRIC GROUP INC
MA
NEW ENGLAND SOUNDVISION LLC
NH
NORWEY ELECTRICAL CONSTRUCTION
MA
NU-COURT
MA
O'MAHONY & SONS ELEC INC
MA
O'MAHONY ELECTRICAL SERVICES
MA
ODY AV LLC
MA
OSTROW ELECTRIC COMPANY
MA
P C SERVICE
MA
PA ELECTRICAL SYSTEMS INC
MA
PACIFIC ELECTRIC CORP
MA
PAULSON ELECTRIC
MA
PERFORMANCE ELECTRICAL CONTR
MA
PINE RIDGE TECHNOLOGIES
MA
POWER LINE CONTRACTORS INC
MA
QUINCY HOUSING AUTHORITY
MA
R P L ELECTRICAL INC
MA
R J KONING ELECTRIC INC
MA
RADIANT ELECTRIC LLC
NH
RICHARD T LOSORDO SERV INC
MA
RICHARD W REID ELEC COMPANY
MA
RICHARDSON ELECT'L CO INC
NH
RIORDAN BROTHERS AUDIO VIDEO
MA
SANIBEL ELECTRICAL CORPORATION
MA
SCARPONI ELECTRIC LLC
NH
SEAPORT ENERGY
MA
SIEMENS INTELLIGENT TRANSPORT
CA
SONET ELECTRICAL SYSTEMS LLC
MA
SPARKS COMPANY INC
RI
STADIUM ELECTRIC INC
MA
STALKER ELECTRIC CONTROLS INC
MA
STATE ELECTRIC CORP
MA
STATELINE POWER & SAFETY SYS
NH
STERLING SUFFOLK RACECOURSE
MA
SULLIVAN & LINDSAY ELECTRICAL
MA
SULLIVAN & MCLAUGHLIN COMMUN
MA
SULLIVAN & MCLAUGHLIN ELEC
MA
SYNET INC
RI
T & J ELECTRIC CORPORATION
MA
T & T ELECTRICAL CONTR INC
MA
TAINO CONSULTING GROUP
MA
TANSEY ELECTRIC INC
NH
TAUNTON ELECTRICAL CORP
MA
TCB ELECTRICAL SERVICESCORP
MA
TECH ELECTRIC CORP
MA
THE GLOBE NEWSPAPER COMPANY
MA
UNICCO SERVICE COMPANY
MA
UNITED POWER GROUP INC
MA
UNITED SOLAR ASSOCIATES
MA
UNIVERSAL AUTOMATION & MECH
MA
WHITE-KIEWIT JV
MA
WHITE-SKANSKA KOCH JV
MA
WHITESKANSKACONSIGLI JV
MA
WHYTE ELECTRIC LLC
MA
WILMINGTON WIRING CORP
MA
WINGATE ELECTRIC CORP
MA
WIRE BOSTON INC
MA
YOUR ELECTRICAL SOLUTION
MA
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 OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd