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ELECTRICAL WORKERS HEALTH AND WELFARE FUND LOCAL 103 IBEW: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
ELECTRICAL WORKERS HEALTH AND WELFARE FUND LOCAL 103 IBEW (EIN 04-6063733)
Tax period
2012-12-01 to 2013-11-30
Filed
2014-09-15
IRS object ID
201402589349301025
Schema version
2012v2.1
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)
Timestamp2014-09-15T14:16:57-05:00Timestamp
Tax Period End Date2013-11-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN043508036EIN

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1855 TURNPIKE STREET STE 140AddressLine1
CityNORTH ANDOVERCity
StateMAState
ZIP Code01845ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-12-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN046063733EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1HEALTH AND WELFARE TRUST FUND LOCAL 103 IBEWBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlHEALNameControl
Phone6172885999Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameMICHAEL P DONOVANName
TitleCFOTitle
Phone6172885999Phone
Date Signed2014-09-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJEANNIE MICKELName
PTINP01058630PTIN
Phone9789751099Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonRICHARD P GAMBINONameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1256 FREEPORT STREETAddressLine1
CityBOSTONCity
StateMAState
ZIP Code02122ZIPCode
FieldValueIRS element (for citing)
Gross Receipts636394536GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteN/AWebSite
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation1953YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionTHE 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.ActivityOrMissionDescription
Nbr Voting Members Governing Body6NbrVotingMembersGoverningBody
Nbr Independent Voting Members6NbrIndependentVotingMembers
Total Nbr Employees29TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year78964222ProgramServiceRevenuePriorYear
Program Service Revenue CY94413420ProgramServiceRevenueCY
Investment Income Prior Year4893803InvestmentIncomePriorYear
Investment Income Current Year2762499InvestmentIncomeCurrentYear
Other Revenue Prior Year1380000OtherRevenuePriorYear
Other Revenue Current Year1664290OtherRevenueCurrentYear
Total Revenue Prior Year85238025TotalRevenuePriorYear
Total Revenue Current Year98840209TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year68003543BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY70242962BenefitsPaidToMembersCY
Salaries Etc Prior Year2093811SalariesEtcPriorYear
Salaries Etc Current Year2223506SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year4584855OtherExpensePriorYear
Other Expenses Current Year2013161OtherExpensesCurrentYear
Total Expenses Prior Year74682209TotalExpensesPriorYear
Total Expenses Current Year74479629TotalExpensesCurrentYear
Revenues Less Expenses Prior Year10555816RevenuesLessExpensesPriorYear
Revenues Less Expenses CY24360580RevenuesLessExpensesCY
Total Assets BOY147515148TotalAssetsBOY
Total Assets EOY178566023TotalAssetsEOY
Total Liabilities BOY9986361TotalLiabilitiesBOY
Total Liabilities EOY11341124TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY137528787NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY167224899NetAssetsOrFundBalancesEOY
Mission DescriptionTHE 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.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
DescriptionTHE 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.Description
Described In501 C30DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member1BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10961810NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees29NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members6NbrVotingGoverningBodyMembers
Number Independent Voting Members6NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy0ConflictOfInterestPolicy
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonRICHARD P GAMBINONamePerson
Telephone Number6172885999TelephoneNumber

Address US AddressUS

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

Form990 Part VII Section A Form990PartVIISectionA (8 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationAverage Hours Per Week RelatedAverageHoursPerWeekRelatedOfficerOfficer
MICHAEL MONAHAN
TRUSTEE1.00X000
JOHN DUMAS
TRUSTEE1.00X000
CHARLES MONAHAN
TRUSTEE1.00X000
GLENN KINGSBURY
TRUSTEE1.00X000
JOSEPH BODIO
TRUSTEE1.00X000
PAUL GUARRACINO
TRUSTEE1.00X000
RICHARD GAMBINO
FUND ADMINISTRATOR20.0060757943735257020.00X
MICHAEL DONOVAN
CFO15.00542151001904774625.00X
FieldValueIRS element (for citing)
Total Reportable Comp From Org114972TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs194563TotalReportableCompFrmRltdOrgs
Total Other Compensation100316TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
BLUE CROSS BLUE SHIELD
401 PARK DRIVEBOSTONMA02215HEALTH CLAIMS ADMINISTRATION2213285
SEGAL ROITMAN LLP
111 DEVONSHIRE STBOSTONMA02109LEGAL227876
BLACKROCK FINANCIAL MGMT
ONE FINANCIAL CENTERBOSTONMA02111INVESTMENT MANAGEMENT221143
MODERN ASSISTANCE
1458 HANCOCK STREETQUINCYMA02169HEALTH CARE ADMINISTRATION156279
LOOMIS SAYLES
ONE FINANCIAL CENTERBOSTONMA02111INVESTMENT MANAGEMENT149154
FieldValueIRS element (for citing)
Number Of Contractors GT100 K7NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
EMPLOYER CONTRIBUTIONS9094206890942068
PARTICIPANT SELF-PAYMENTS34713523471352
FieldValueIRS element (for citing)
Total Program Service Revenue94413420TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column2565046TotalRevenueColumn
Exclusion$2,565,046ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities537751780Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities537554327Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities197453Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column197453TotalRevenueColumn
Exclusion$197,453ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionADMIN EXPENSE REIMBURSEMENTSDescription
Total Revenue Column1664290TotalRevenueColumn
Related Or Exempt Function Income1664290RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue1664290TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column98840209TotalRevenueColumn
Related Or Exempt Function Income96077710RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$2,762,499ExclusionAmount

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total70242962Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total306793Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total991234Total

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total212800Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total606120Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total106559Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total226208Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total42500Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total528974Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total365134Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total27525Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total222939Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total57081Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total52457Total

Insurance Insurance

FieldValueIRS element (for citing)
Total68235Total

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotal
REPAIRS & MAINTENANCE161864
POSTAGE97250
EQUIPMENT LEASES42848
BANK CHARGES34627

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total85519Total

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total74479629Total

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY12150439BOY
EOY13175377EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1048449BOY
EOY9878628EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY7041206BOY
EOY8129956EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY17819BOY
EOY0EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis697051LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec353611LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY120433BOY
EOY343440EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY96807435BOY
EOY109210245EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY25743746BOY
EOY33540481EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY4585621BOY
EOY4287896EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY147515148BOY
EOY178566023EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY169337BOY
EOY217095EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY9817024BOY
EOY11124029EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY9986361BOY
EOY11341124EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY137528787BOY
EOY167224899EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY137528787BOY
EOY167224899EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY147515148BOY
EOY178566023EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses24360580ReconcilationRevenueExpenses
Reconciliation Unrealized Invest5335532ReconciliationUnrealizedInvest
Reconcilation Other Changes0ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis336499OtherCostOrOtherBasis
Depreciation93822Depreciation
Book Value242677BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis328716OtherCostOrOtherBasis
Depreciation253422Depreciation
Book Value75294BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis31836OtherCostOrOtherBasis
Depreciation6367Depreciation
Book Value25469BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings343440TotalOfBookValueLandBuildings

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionS&P 500 COMMON TRUSTDescription
Book Value33540481BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities33540481TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (4 entries)

DescriptionDescriptionAmountAmount
DUE TO INVESTMENT ACQUISITIONS$4,254,928
CONTRACTOR DEPOSITS$240,524
DUE TO RELATED PARTIES$418,207
BENEFITS CLAIMS PAYABLE$6,210,370
FieldValueIRS element (for citing)
Total Of Amounts11124029TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt103646767TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments5335532NetUnrealizedGainsInvestments
Revenue Not Rptd F9905335532RevenueNotRptdF990
Revenue Subtotal98311235RevenueSubtotal
Investment Expenses Not Included528974InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt528974RevenueNotRptdOnFinStmt
Total Revenue Per Form99098840209TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt74379621TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal74379621ExpensesSubtotal
Investment Expenses Not Included2528974InvestmentExpensesNotIncluded2
Other Expenses Not Included-428966OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt100008ExpensesNotRptdOnFinStmt
Total Expenses Per Form99074479629TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: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, 2013, 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 -428,966.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Written Employment ContractXWrittenEmploymentContract
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement

Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
RICHARD GAMBINO
FUND ADMINISTRATOR607579437300001545003712001133279437300
MICHAEL DONOVAN
CFO54215100190000010626037120010196110019000

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

FieldValueIRS element (for citing)
Name PersonKAITLYN GAMBINONamePerson
FieldValueIRS element (for citing)
RelationshipFAMILY MEMBER OF OFFICERRelationship
Amount Of Transaction29640AmountOfTransaction
Description Of TransactionCOMPENSATIONDescriptionOfTransaction
Sharing Of Revenues0SharingOfRevenues

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

Return ReferenceReturnReferenceExplanationExplanation
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: THE PROCESS DID NOT CHANGE FROM PRIOR YEAR.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateControlled OrgControlledOrgExempt Code SectionExemptCodeSection
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)

Form990 Schedule R Part IV Form990ScheduleRPartIV (177 entries)

Legal Domicile StateLegalDomicileState
A & S ELECTRICAL LLC
MA
A MURPHY INC
MA
ADVANCED INFORMATION TECHNOLOGIES
MA
ADVANTAGE CONTROL & DESIGN
MA
AETNA FIRE ALARM SERVICE CO
MA
ALDON ELECTRIC
MA
ALL-PRO ELECTRIC INC
MA
ALL-RON
MA
AMERICAN ELEC TESTING COMPANY
MA
AMERICAN ELECTRIC & COMMUN
PA
ASPIRE ELECTRIC
MA
AUTOMATED ELECTRIC INC
MA
AVERILL ELECTRIC
MA
BALFOUR BEATTY
GA
BENNETT ELECTRICAL INC
MA
BENT ELECTRICAL
MA
BLACK BOX NETWORK SERVICES
PA
BLAIS ELECTRICAL CORP
MA
BOLT SECURITY ELECTRIC INC
MA
BOSTON HOUSING AUTHORITY
MA
BOSTON LIGHT ELECTRICAL CONTR
MA
BOSTON LIGHNING ROD COMPANY
MA
BOSTON POWER GROUP
MA
BRAVA ELECTRIC
MA
BROADWAY ELECTR'L COMPANY INC
MA
BROTHERS ELECTRICAL CO LLC
MA
BRUNO ELECTRIC INC
MA
C&C ELECTRICAL CONTRACTORS INC
MA
C&W ELECTRICAL CONTRACTORS
MA
CABLENET SYSTEMS INC
MA
CDS CONTRACTING
MA
CHAPMAN CONSTRUCTION GROUP
MA
CLEAR CHANNEL OUTDOOR
TX
COGHLIN'S INC
MA
COMM-TRACT
MA
COMMUNICATION NETWORK SERVICES
MA
COMMUNICATION TECHNOLOGY SERV
MA
COVIELLO ELECTRIC & GEN CONTR
MA
CRUZ ELECTRIC INC
MA
CURTIN ELECTRICAL CONTR INC
MA
DAGLE ELECTRICAL CONSTRUCTION
MA
DAVID C ROBINSON ELECTRIC
MA
DELAWARE NORTH COMPANIES INC
MA
DENNIS F OBRIEN COMMUNICATION
MA
DIAMOND TECHNOLOGIES ASSOC
MA
ES BOULOS CO
ME
EDWARD G SAWYER CO
MA
EDWARD G SAWYERLCN
MA
EIRE ELECTRICAL CORP
MA
ELECTRICAL CONTRACTOR ASSOC
MA
EOL ELECTRIC INC
MA
EXHIBITIONS ELECTRICAL COMPANY
MA
FALL RIVER ELECTRICAL ASSOC
MA
FASOLINO ELECTRIC CO
MA
FISHER & GEORGE ELECTRICAL
MA
FLYNN ELECTRIC INC
MA
FOLEY ELECTRIC
MA
FRISOLI ELECTRIC INC
MA
FTG TECHNOLOGIES
MA
G A DONOVAN CONSULTING CORP
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
HARRIS CONTRACTING & ELECT
MA
HENKELS & MC COY INC
MA
HIGH VOLTAGE MAINTENANCE CORP
OH
HIGHGATE ELECTRIC LLC
MA
IANNICIELLO ELECTRIC INC
MA
IKE ELECTRIC INC
MA
INDUSTRIAL TELEVISION SERVICES
IL
INFOWIRES CONTRACTING LLC
MA
INFRA-RED BUILDING & POWER SER
MA
INTEGRA NETWORK SERVICES LLC
MA
INTEGRATED ELEC SYSTEMS INC
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
JAG COMMUNICATION
NH
JASCO ELECTRIC
MA
JOHN A PENNEY COMPANY INC
MA
K & H ELECTRICAL SYSTEMS INC
MA
K & M ELECTRIC CO LLC
MA
KM KELLY INC
MA
KONING CORPORATION
MA
LJ MISHEL ELECTRICAL CONTR
MA
LAN-TEL COMMUNICATION
MA
LANDERHOLM ELECTRIC COMPANY
MA
LANTERN LIGHT & ELECT INC
MA
LEONARD MORSE HOSPITAL
MA
LIGHTHOUSE ELECTRIC INC
MA
LYNNWELL ASSOCIATES INC
MA
MJ ELECTRIC INC
MI
MAIURI ELECTRICAL CORPORATION
MA
MASS BAY ELECTRICAL CORP
MA
MASS BAY TRANSPORATION
MA
MASS ELECTRIC CONST COMPANY
NE
MCDONALD ELEC CORP
MA
MCPHEE ELECTRIC LTD
CT
MCWADE ASSOCIATES INC
MA
MECHANICAL AIR CONTROLS INC
MA
MEGCO
MA
MGM ELECTRIC COMPANY INC
MA
MILTON ELECTRICAL
MA
MURPHY ELECTRIC & INDUSTRIAL
MA
NETVERSANT ACQUISITIONSIII LLC
MA
NORWEY ELECTRICAL CONSTRUCTION
MA
NU-COURT ELECTRICAL CONSTRUCTN
MA
O'MAHONEY & 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
PATRIOT ELECTRIC INC
MA
PAULSON ELECTRIC
MA
PERFORMANCE ELECTRICAL CONTR
MA
PINE RIDGE TECHNOLOGIES
MA
POWER LINE CONTRACTORS INC
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
S M ELECTRIC COMPANY INC
NJ
SCARPONI ELECTRIC LLC
NH
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
TJ CUNNINGHAM INC
MA
TAUNTON ELECTRICAL CORP
MA
TCB ELECTRICAL SERVICES INC
MA
TECH ELECTRIC CORP
MA
THE GLOBE NEWSPAPER COMPANY
MA
UNICCO SERVICE COMPANY
MA
UNITED POWER GROUP INC
MA
UNIVERSAL AUTOMATION & MECH
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
ATLANTIC POWER & LIGHT CO
MA
FAHEY ELECTRICAL CONTRACTING
MA
FIBER OPTIC SPLICING & TESTING
MA
FISCHBACH & MOORE ELECTRIC
MA
HALLMARK ELECTRICAL SYSTEMS
MA
J F WHITE - LM HEAVY JV
MA
MARIA FALLON ELECTRICAL
MA
MILLER BROS
PA
MOULISON NORTH CORPORATION
ME
NEW ENGLAND ELECTRIC GROUP INC
MA
NEW ENGLAND SOUNDVISION LLC
NH
SANIBEL ELECTRICAL CORPORATION
MA
SIEMENS INTELLIGENT TRANSPORT
CA
TAINO CONSULTING GROUP
MA
THIRO USA INC
CT
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs1PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs1PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg