ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND (EIN 94-6085740)
Tax period: 2010-02-01 to 2011-01-31
Filed: 2012-03-01
IRS object ID: 201230619349302613
Schema version: 2010v3.7
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
Form 990
Schedule D
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-03-01T14:26:02-06:00	Timestamp
Tax Period End Date	2011-01-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MILLER KAPLAN ARASE & CO LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	180 MONTGOMERY STREET SUITE 1840	AddressLine1
City	SAN FRANCISCO	City
State	CA	State
ZIP Code	941044233	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2010-02-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	946085740	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	ELECTRICAL WORKERS HEALTH AND WELFARE	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	ELEC	NameControl
Phone	9252089999	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2610 CROW CANYON ROAD SUITE 200	AddressLine1
City	San Ramon	City
State	CA	State
ZIP Code	945831599	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	DON CAMPBELL	Name
Title	MANAGEMENT TRUSTEE	Title
Date Signed	2012-02-16	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	miller kaplan arase co llp	Name
Phone	4159563600	Phone

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Amended Return	X	AmendedReturn
Name Of Principal Officer Person	VICTOR UNO	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	2610 CROW CANYON RD STE 200	AddressLine1
City	SAN RAMON	City
State	CA	State
ZIP Code	945831599	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	29419057	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c	X	Organization501c
Web Site	N/A	WebSite
Type Of Organization Trust	X	TypeOfOrganizationTrust
Year Formation	1955	YearFormation
State Legal Domicile	CA	StateLegalDomicile
Activity Or Mission Description	TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS ON WHOSE BEHALF EMPLOYERS CONTRIBUTE IN ACCORDANCE WITH THEIR COLLECTIVE BARGAINING AGREEMENT.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	9	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	9	NbrIndependentVotingMembers
Total Nbr Employees	83	TotalNbrEmployees
Total Nbr Volunteers	0	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Current Year	0	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	23179007	ProgramServiceRevenuePriorYear
Program Service Revenue CY	25820889	ProgramServiceRevenueCY
Investment Income Prior Year	50588	InvestmentIncomePriorYear
Investment Income Current Year	244321	InvestmentIncomeCurrentYear
Other Revenue Prior Year	633689	OtherRevenuePriorYear
Other Revenue Current Year	1487905	OtherRevenueCurrentYear
Total Revenue Prior Year	23863284	TotalRevenuePriorYear
Total Revenue Current Year	27553115	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	23086276	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	28551592	BenefitsPaidToMembersCY
Salaries Etc Current Year	0	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	869105	OtherExpensePriorYear
Other Expenses Current Year	1072712	OtherExpensesCurrentYear
Total Expenses Prior Year	23955381	TotalExpensesPriorYear
Total Expenses Current Year	29624304	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-92097	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-2071189	RevenuesLessExpensesCY
Total Assets BOY	22720954	TotalAssetsBOY
Total Assets EOY	20719833	TotalAssetsEOY
Total Liabilities BOY	8593336	TotalLiabilitiesBOY
Total Liabilities EOY	8318728	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	14127618	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	12401105	NetAssetsOrFundBalancesEOY
Mission Description	TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS ON WHOSE BEHALF EMPLOYERS CONTRIBUTE IN ACCORDANCE WITH THEIR COLLECTIVE BARGAINING AGREEMENT.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Description	TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS ON WHOSE BEHALF EMPLOYERS CONTRIBUTE IN ACCORDANCE WITH THEIR COLLECTIVE BARGAINING AGREEMENT.	Description
Described In501 C3	false	DescribedIn501C3
Schedule B Required	false	ScheduleBRequired
Political Activities	false	PoliticalActivities
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	false	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	true	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	175	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	83	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	9	NbrVotingGoverningBodyMembers
Number Independent Voting Members	9	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	false	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Investment In Joint Venture	false	InvestmentInJointVenture
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	BENESYS INC	NamePerson
Telephone Number	9252089999	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	2610 CROW CANYON ROAD SUITE 200	AddressLine1
City	SAN RAMON	City
State	CA	State
ZIP Code	945831599	ZIPCode

Field	Value	IRS element (for citing)
No Listed Persons Compensated	X	NoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (9 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
TOM MULLARKEY
LABOR TRUSTEE	1.0	X	0	0	0
VICTOR UNO
LABOR TRUSTEE	1.0	X	0	0	0
MARK SIMONIN
LABOR TRUSTEE	1.0	X	0	0	0
AARON STAGG
LABOR TRUSTEE	1.0	X	0	0	0
DON CAMPBELL
MANAGEMENT TRUSTEE	1.0	X	0	0	0
BRAD GILL
MANAGEMENT TRUSTEE	1.0	X	0	0	0
GARY WOODY
MANAGEMENT TRUSTEE	1.0	X	0	0	0
LISA GRAY
LABOR TRUSTEE	1.0	X	0	0	0
PETE HALVER
MANAGEMENT TRUSTEE	1.0	X	0	0	0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	0	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	0	TotalOtherCompensation
Number Individuals GT100 K	0	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

Field	Value	IRS element (for citing)
Name Person	BENESYS INC	NamePerson

Address Of Contractor AddressOfContractor

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	2610 CROW CANYON RD STE 200	AddressLine1
City	SAN RAMON	City
State	CA	State
ZIP Code	945831599	ZIPCode

Field	Value	IRS element (for citing)
Description Of Services	ADMINISTRATION	DescriptionOfServices
Compensation	587148	Compensation

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	1	NumberOfContractorsGT100K
Total Contributions	0	TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
EMPLOYER CONTRIBUTIONS	900099	23672403	23672403
PARTICIPANT CONTRIBUTIONS	900099	2148486	2148486

Field	Value	IRS element (for citing)
Total Program Service Revenue	25820889	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	134892	TotalRevenueColumn
Exclusion	$134,892	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	1975371	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	1865942	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	109429	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	109429	TotalRevenueColumn
Exclusion	$109,429	ExclusionAmount

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
STOP LOSS REIMBURSEMENTS	900099	1249245	1249245
COBRA SUBSIDY	900099	161089	161089
REFUND FROM DELTA DENTAL	900099	77571	77571

Field	Value	IRS element (for citing)
Total Other Revenue	1487905	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	27553115	TotalRevenueColumn
Related Or Exempt Function Income	27308794	RelatedOrExemptFunctionIncome
Exclusion	$244,321	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	0	Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	0	Total

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	0	Total

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	28551592	Total

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	0	Total

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	0	Total

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	0	Total

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	0	Total

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	671027	Total

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	55333	Total

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	79120	Total

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	5084	Total

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	189510	Total

Advertising Advertising

Field	Value	IRS element (for citing)
Total	0	Total

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	46077	Total

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	0	Total

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	5898	Total

Travel Travel

Field	Value	IRS element (for citing)
Total	0	Total

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	7307	Total

Interest Interest

Field	Value	IRS element (for citing)
Total	0	Total

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	0	Total

Insurance Insurance

Field	Value	IRS element (for citing)
Total	1728	Total

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	MISCELLANEOUS EXPENSES	Description
Total	11628	Total

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	29624304	Total

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	101064	BOY
EOY	240050	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	14388800	BOY
EOY	11108559	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	4966169	BOY
EOY	4283493	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	2365	BOY
EOY	7777	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	3262556	BOY
EOY	5079954	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	22720954	BOY
EOY	20719833	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	268484	BOY
EOY	10188	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	8324852	BOY
EOY	8308540	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	8593336	BOY
EOY	8318728	EOY

Field	Value	IRS element (for citing)
Do Not Follow SFAS117	X	DoNotFollowSFAS117

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

Field	Value	IRS element (for citing)
BOY	14127618	BOY
EOY	12401105	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	14127618	BOY
EOY	12401105	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	22720954	BOY
EOY	20719833	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	-2071189	ReconcilationRevenueExpenses
Reconcilation Other Changes	344676	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Separate	X	FinancialStatementSeparate

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amts		ArtPublicExhibitionAmts
Held Works Of Art Amts		HeldWorksOfArtAmts
Land		Land
Buildings		Buildings
Leasehold Improvements		LeaseholdImprovements
Equipment		Equipment
Other Land Buildings		OtherLandBuildings
Federal Income Tax Liability	0	FederalIncomeTaxLiability

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	PLAN'S BENEFIT OBLIGATIONS	Description
Amount	$8,308,540	Amount

Field	Value	IRS element (for citing)
Total Of Amounts	8308540	TotalOfAmounts
Total Revenue	27553115	TotalRevenue
Total Expenses	29624304	TotalExpenses
Excess Or Deficit For Year	-2071189	ExcessOrDeficitForYear
Net Unrealized GL On Investments	344676	NetUnrealizedGLOnInvestments
Other	$909,664	OtherAmount
Total Adjustments	1254340	TotalAdjustments
Excess Or Deficit Per FS	-816849	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	27892707	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	344676	NetUnrealizedGainsInvestments
Revenue Not Rptd F990	344676	RevenueNotRptdF990
Revenue Subtotal	27548031	RevenueSubtotal
Investment Expenses Not Included	5084	InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt	5084	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	27553115	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	28709556	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	28709556	ExpensesSubtotal
Investment Expenses Not Included2	5084	InvestmentExpensesNotIncluded2
Other Expenses Not Included	909664	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	914748	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	29624304	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

Field	Value	IRS element (for citing)
Identifier	PART X, LINE 2:	Identifier
Return Reference	The Plan has adopted guidance on accounting for uncertainty in	ReturnReference
Explanation	income taxes issued by the Financial Accounting Standards Board. The Plan administrator believes that the Plan has taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. Information returns for tax years for which the applicable statutes of limitation have not expired are subject to examination by authorities. PART XI, LINE 8: CHANGE IN BENEFIT OBLIGATIONS PART XIII, LINE 4B: CHANGE IN BENEFIT OBLIGATIONS	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation

Field	Value	IRS element (for citing)
Identifier	PART VI, SECTION B - LINE 11B:	Identifier
Return Reference	THE PLAN'S CPA PREPARES THE FORM 990 AND PRESENTS IT TO THE 3RD PARTY	ReturnReference
Explanation	ADMINISTRATOR FOR REVIEW, WHO THEN GIVES IT TO THE CO-CHAIRS FOR THEIR REVIEW AND SIGNATURE. THE COMPLETED FORM 990 IS AVAILABLE TO ALL TRUSTEES UPON REQUEST. PART VI, SECTION B - LINES 12C, 13 AND 14: THE TRUSTEES FORMALLY ADOPTED THE CONFLICT OF INTEREST, DOCUMENT RETENTION AND WHISTLEBLOWER POLICIES ON FEBRUARY 19, 2010. PART VI, SECTION C - LINE 19: THE PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST. ON AN ANNUAL BASIS, A FORM 5500 ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN IS FILED WITH THE DEPARTMENT OF LABOR. THIS REPORT IS AVAILABLE ON THEIR WEBSITE. PART XI, LINE 5: UNREALIZED GAIN ON INVESTMENTS $344,676	Explanation

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	Electrical Industry Service Corp	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	2610 Crow Canyon Rd Ste 200	AddressLine1
City	San Ramon	City
State	CA	State
ZIP Code	945831599	ZIPCode

Field	Value	IRS element (for citing)
EIN	943053367	EIN
Primary Activities	SERVICE CORP.	PrimaryActivities
Legal Domicile State	CA	LegalDomicileState
Exempt Code Section	501(C)(5)	ExemptCodeSection
Public Charity Status	N/A	PublicCharityStatus

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	NA	BusinessNameLine1

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	false	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	false	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	false	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	false	LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	false	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	false	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	false	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	true	PerformOfServicesByOtherOrgs
Sharing Of Facilities	false	SharingOfFacilities
Sharing Of Paid Employees	false	SharingOfPaidEmployees
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	false	OtherTransferToOtherOrg
Other Transfer From Other Org	false	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

Field	Value	IRS element (for citing)
Business Name Line1	ELECTRICAL INDUSTRY SERVICE CORP	BusinessNameLine1

Field	Value	IRS element (for citing)
Transaction Type	L	TransactionType
Amount Involved	59546	AmountInvolved