STRATEGY STUDIO / PUBLIC DATA EXPLORER

ELECTRICAL WORKERS HEALTH AND WELFARE FUND LOCAL 103 IBEW: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
ELECTRICAL WORKERS HEALTH AND WELFARE FUND LOCAL 103 IBEW (EIN 04-6063733)
Tax period
2011-12-01 to 2012-11-30
Filed
2013-09-13
IRS object ID
201342569349300834
Schema version
2011v1.5
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)
Timestamp2013-09-13T12:51:21-05:00Timestamp
Tax Period End Date2012-11-30TaxPeriodEndDate

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 Date2011-12-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN046063733EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ELECTRICAL WORKERS HEALTH AND WELFAREBusinessNameLine1
Business Name Line2FUND LOCAL 103 IBEWBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlELECNameControl
Phone6172885999Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameRICHARD P GAMBINOName
TitleFUND ADMINISTRATORTitle
Phone6172885999Phone
Date Signed2013-09-13DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone9789751099Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

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 Receipts393583633GrossReceipts
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 Employees25TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year72460201ProgramServiceRevenuePriorYear
Program Service Revenue CY78964222ProgramServiceRevenueCY
Investment Income Prior Year5967817InvestmentIncomePriorYear
Investment Income Current Year4893803InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year1380000OtherRevenueCurrentYear
Total Revenue Prior Year78428018TotalRevenuePriorYear
Total Revenue Current Year85238025TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year80310967BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY68003543BenefitsPaidToMembersCY
Salaries Etc Prior Year1077075SalariesEtcPriorYear
Salaries Etc Current Year2093811SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year4041518OtherExpensePriorYear
Other Expenses Current Year4584855OtherExpensesCurrentYear
Total Expenses Prior Year85429560TotalExpensesPriorYear
Total Expenses Current Year74682209TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-7001542RevenuesLessExpensesPriorYear
Revenues Less Expenses CY10555816RevenuesLessExpensesCY
Total Assets BOY133225742TotalAssetsBOY
Total Assets EOY147515148TotalAssetsEOY
Total Liabilities BOY10847286TotalLiabilitiesBOY
Total Liabilities EOY9986361TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY122378456NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY137528787NetAssetsOrFundBalancesEOY
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
Transaction Related Entity0TransactionRelatedEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10961982NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees25NumberOfEmployees
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 (7 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
MICHAEL MONAHAN
TRUSTEE1.00X000
JOHN DUMAS
TRUSTEE1.00X000
CHARLES MONAHAN
TRUSTEE1.00X000
GLENN KINGSBURY
TRUSTEE1.00X000
JONATHAN WEINSLAW
TRUSTEE1.00X000
PAUL GUARRACINO
TRUSTEE1.00X000
RICHARD GAMBINO
FUND ADMINISTRATOR20.00679198470952673X
FieldValueIRS element (for citing)
Total Reportable Comp From Org67919TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs84709TotalReportableCompFrmRltdOrgs
Total Other Compensation52673TotalOtherCompensation
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 ADMINISTRATION2255300
MODERN ASSISTANCE
1458 HANCOCK STREETQUINCYMA02169HEALTH CARE ADMINISTRATION156279
BLACKROCK FINANCIAL MGMT
ONE FINANCIAL CENTERBOSTONMA02111INVESTMENT MANAGEMENT147866
LOOMIS SAYLES
ONE FINANCIAL CENTERBOSTONMA02111INVESTMENT MANAGEMENT143678
INNOVATIVE SOFTWARE SOLUTIONS
TWO EXECUTIVE CAMPUSCHERRY HILLNJ08002CONSULTING143292
FieldValueIRS element (for citing)
Number Of Contractors GT100 K6NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
EMPLOYER CONTRIBUTIONS7534470275344702
PARTICIPANT SELF-PAYME36195203619520
FieldValueIRS element (for citing)
Total Program Service Revenue78964222TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column2824012TotalRevenueColumn
Exclusion$2,824,012ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities310415399Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities308345608Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities2069791Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column2069791TotalRevenueColumn
Exclusion$2,069,791ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionADMIN EXPENSE REIMBURSDescription
Total Revenue Column1380000TotalRevenueColumn
Related Or Exempt Function Income1380000RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue1380000TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column85238025TotalRevenueColumn
Related Or Exempt Function Income80344222RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$4,893,803ExclusionAmount

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total68003543Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total67919Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total1203612Total

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total213453Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total505189Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total103638Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total197248Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total46305Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total448959Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total325512Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total130505Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total225163Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total47492Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total24701Total

Insurance Insurance

FieldValueIRS element (for citing)
Total387267Total

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotal
BCBS ADMINISTRATIVE EXP2255606
REPAIRS & MAINTENANCE161788
POSTAGE139016
BANK CHARGES63477

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total131816Total

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total74682209Total

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY8087329BOY
EOY12150439EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY3122633BOY
EOY1048449EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY6609194BOY
EOY7041206EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY6967BOY
EOY17819EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis421587LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec301154LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY115312BOY
EOY120433EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY88406649BOY
EOY96807435EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY22170371BOY
EOY25743746EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY4707287BOY
EOY4585621EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY133225742BOY
EOY147515148EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY347966BOY
EOY169337EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY10499320BOY
EOY9817024EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY10847286BOY
EOY9986361EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY122378456BOY
EOY137528787EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY122378456BOY
EOY137528787EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY133225742BOY
EOY147515148EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses10555816ReconcilationRevenueExpenses
Reconcilation Other Changes4594515ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis159623OtherCostOrOtherBasis
Depreciation78035Depreciation
Book Value81588BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis261964OtherCostOrOtherBasis
Depreciation223119Depreciation
Book Value38845BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings120433TotalOfBookValueLandBuildings

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionS&P 500 COMMON TRUSTDescription
Book Value25743746BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities25743746TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (4 entries)

DescriptionDescriptionAmountAmount
DUE TO INVESTMENT ACQUISITIONS$2,072,657
CONTRACTOR DEPOSITS$384,997
DUE TO RELATED PARTIES$720,034
BENEFITS CLAIMS PAYABLE$6,639,336
FieldValueIRS element (for citing)
Total Of Amounts9817024TotalOfAmounts
Total Revenue85238025TotalRevenue
Total Expenses74682209TotalExpenses
Excess Or Deficit For Year10555816ExcessOrDeficitForYear
Net Unrealized GL On Investments4594515NetUnrealizedGLOnInvestments
Other-$655,295OtherAmount
Total Adjustments3939220TotalAdjustments
Excess Or Deficit Per FS14495036ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt89383581TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments4594515NetUnrealizedGainsInvestments
Revenue Not Rptd F9904594515RevenueNotRptdF990
Revenue Subtotal84789066RevenueSubtotal
Investment Expenses Not Included448959InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt448959RevenueNotRptdOnFinStmt
Total Revenue Per Form99085238025TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt74888545TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal74888545ExpensesSubtotal
Investment Expenses Not Included2448959InvestmentExpensesNotIncluded2
Other Expenses Not Included-655295OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt-206336ExpensesNotRptdOnFinStmt
Total Expenses Per Form99074682209TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X: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, 2011, 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 XI, LINE 8 - OTHER ADJUSTMENTS:NET CHANGE IN BENEFITS PAYABLE -655,295.
PART XIII, LINE 4B - OTHER ADJUSTMENTS:NET CHANGE IN BENEFITS PAYABLE -655,295.

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

FieldValueIRS element (for citing)
Name PersonRICHARD GAMBINONamePerson
Base Compensation Filing Org67919BaseCompensationFilingOrg
Comp Based On Related Orgs84709CompBasedOnRelatedOrgs
Bonus Filing Org0BonusFilingOrg
Bonus Related Orgs0BonusRelatedOrgs
Other Compensation Filing Org0OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org16907DeferredCompFilingOrg
Deferred Comp Related Orgs0DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org35766NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs0NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org120592TotalCompensationFilingOrg
Total Compensation Related Orgs84709TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

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 Transaction23791AmountOfTransaction
Description Of TransactionCOMPENSATIONDescriptionOfTransaction
Sharing Of Revenues0SharingOfRevenues

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
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 ANNUALLY BASED ON THE EMPLOYMENT CONTRACT IN PLACE AS WELL AS THE REVIEW OF WAGE INFORMATION PROVIDED BY THE LABOR UNION.
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 XI, LINE 5:NET UNREALIZED GAINS ON INVESTMENTS: 4,594,515. NET CHANGE IN BENEFITS PAYABLE -655,295. TOTAL TO FORM 990, PART XI, LINE 5: 3,939,220.CHANGES IN NET ASSETS OR FUND BALANCES:
FORM 990, PART XII, LINE 2C: THE PROCESS DID NOT CHANGE FROM PRIOR YEAR.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (4 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)

Form990 Schedule R Part IV Form990ScheduleRPartIV (175 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
ASSURANCE ELECTRICAL CORP
MA
ATLANTIC POWER & LIGHT CO
MA
AVERILL ELECTRIC
MA
AYER ELECTRIC
NH
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
CASSINTRONICS 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
DEVLIN ELECTRICAL SERVICES LLC
MA
DIAMOND TECHNOLOGIES ASSOC
MA
ES BOULOS CO
ME
EDWARD G SAWYER CO
MA
EDWARD G SAWYERLCN
MA
EIRE ELECTRICAL CORP
MA
ELECTRICAL CONSTRUCTION TR FDS
MA
ELECTRICAL CONTRACTOR ASSOC
MA
EOL ELECTRIC INC
MA
EXHIBITIONS ELECTRICAL COMPANY
MA
FALL RIVER ELECTRICAL ASSOC
MA
FASOLINO ELECTRIC CO
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 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
HAVANA-MAC
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 CORLISS ELECTRIC 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
JOINT APPRENTICE & TR COMM
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
LUMUS CONSTRUCTION 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
MAUREEN ELECTRICAL INC
MA
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
PRECISION ELEC CONTR INC
PA
R P L ELECTRICAL INC
MA
R J KONING ELECTRIC INC
MA
RADIANT ELECTRIC LLC
NH
REPUBLIC INTELLIGENT TRANSPORT
CA
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
WHELAN-DENEHY INC
MA
WHITE-KIEWIT JV
MA
WHITE-SKANSKA KOCH JV
MA
WILMINGTON WIRING CORP
MA
WINGATE ELECTRIC CORP
MA
WIRE BOSTON INC
MA
YOUR ELECTRICAL SOLUTION
MA
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
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