2014-01-10T15:14:03-06:00 2013-05-31 470900880 CALIBRE CPA GROUP PLLC 566 W LAKE ST SUITE 300 CHICAGO IL 60661 990 2012-06-01 362951116 IBEW ELECTRIAL WORKERS GENERAL WELFARE FUND IBEW 6303931701 28600 BELLA VISTA PARKWAY No 1110 WARRENVILLE IL 60555 FRANK FURCO 6303931701 2014-01-10 1 COREY BILKEY P00499751 3126550037 2012 2015-11-30 17:44:51Z 28600 BELLA VISTA PARKWAY No 1110 WARRENVILLE IL 60555 34393303 0 X N/A X 1976 IL PROVIDE HEALTH & INSURANCE BENEFITS 10 7 87 0 0 0 0 0 26263128 25645067 -1095051 390052 322032 294711 25490109 26329830 0 0 25060770 23218506 1212939 1156956 0 0 0 1318801 1605661 27592510 25981123 -2102401 348707 50615018 53854277 9897166 9040878 40717852 44813399 X 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 AT YEAR END. THE PLAN PROVIDES HEALTH BENEFITS (HOSPITAL, VISION, DENTAL, DISABILITY) AS WELL AS LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE FOR ELIGIBLE PARTICIPANTS AT YEAR END. 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 1237 0 1 87 1 0 0 0 0 0 0 X 10 7 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 3.00 X 0 0 0 JOHN MCDONNELL 3.00 X 3461 0 2987 ANTHONY MULIZIO 3.00 X 0 0 0 MARTIN LEVINE 3.00 X 0 0 0 FRANK FURCO 3.00 40.00 X 0 131087 73869 WILLIAM DREW 3.00 3.00 X 5028 6967 4939 BRIAN HAUG 3.00 X 0 0 0 KEVIN CONNELLY 3.00 X 0 0 0 ROBERT PANATERRA 3.00 3.00 X 6877 0 2987 ANTHONY GIUNTI 3.00 40.00 X 0 95885 54028 CATHERINE WENSKUS 40.00 X 148758 0 25598 164124 233939 164408 1 0 1 0 BLUE CROSS BLUE SHIELD 300 E RANDOLPH ST CHICAGO IL 60601 PPO ACCESS FEES 516887 1 EMPLOYER CONTRIBUTIONS 900099 21850984 21850984 RETIRED PARTICIPNT CON 900099 3170524 3170524 ACTIVE PARTICIPNT CONT 900099 623559 623559 25645067 498963 498963 7954562 8063473 -108911 -108911 -108911 REIMB PAYROLL, TAX & B 900099 294711 294711 294711 26329830 25830867 0 498963 23218506 24758 775031 143170 153036 60961 79045 56707 115645 939823 113119 32324 128607 11765 42865 85761 25981123 84044 43423 6082483 546930 1742585 2093405 18606 25419 553294 397437 168826 155857 13961525 42518430 37020832 44 6886 50615018 53854277 73947 25878 9823219 9015000 9897166 9040878 X 0 0 0 0 40717852 44813399 40717852 44813399 50615018 53854277 348707 3746840 0 X X 0 1 X 1 0 484085 328228 155857 69209 69209 0 155857 COMMON COLLECTIVE TRUSTS 29810606 F LIMITED PARTNERSHIPS 7210226 F 37020832 CURRENT BENEFIT OBLIGATIONS 9015000 9015000 X 29666315 3746840 3746840 25919475 115645 294711 410356 26329831 26356768 0 26356768 115645 -491289 -375644 25981124 Description of Uncertain Tax Positions Under FIN 48: Part X, Line 2: AS OF MAY 31, 2013, 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, 2013 THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO THE FISCAL YEAR ENDED MAY 31, 2010. Part XI, Line 4b - Other Adjustments: REIMBURSED PAYROLL, TAXES AND BENEFITS 294711. Part XII, Line 4b - Other Adjustments: REIMBURSED PAYROLL, TAXES AND BENEFITS 294711. DECREASE IN CURRENT BENEFIT OBLIGATIONS -786000. 0 0 0 FRANK FURCO 0 115856 0 0 0 15231 0 50401 0 23468 0 204956 0 0 CATHERINE WENSKUS 148758 0 0 0 0 0 13826 0 11772 0 174356 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 TITAN ELECTRIC 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