WISCONSIN ELECTRICAL EMPLOYEES BENEFITS FUNDS LLC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- WISCONSIN ELECTRICAL EMPLOYEES BENEFITS FUNDS LLC (EIN 39-1651543)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-12
- IRS object ID
- 201102289349301560
- Schema version
- 2010v3.4
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-12T13:05:20-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAUMAN ASSOCIATES LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1225 | AddressLine1 |
| City | EAU CLAIRE | City |
| State | WI | State |
| ZIP Code | 547021225 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391651543 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN ELECTRICAL EMPLOYEES HEALTH | BusinessNameLine1 |
| Business Name Line2 | AND WELFARE PLAN | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WISC | NameControl |
| Phone | 6082769111 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2730 DAIRY DRIVE NO 101 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53718 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ART BISHOP | Name |
| Title | TRUST ADMINISTRATOR | Title |
| Phone | 6082769111 | Phone |
| Date Signed | 2011-08-11 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GREGORY D MLEZIVA CPA | Name |
| Phone | 7158342001 | 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) |
|---|---|---|
| Name Of Principal Officer Person | ART BISHOP | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2730 DAIRY DRIVE NO 101 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53718 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 63721005 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1989 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE BENEFITS TO MEMBERS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 12 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 39483638 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 40761650 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2096699 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2185590 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 58476 | OtherRevenuePriorYear |
| Other Revenue Current Year | 65382 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 41638813 | TotalRevenuePriorYear |
| Total Revenue Current Year | 43012622 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 42413791 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 32078186 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 698466 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 716352 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1298869 | OtherExpensePriorYear |
| Other Expenses Current Year | 1816369 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 44411126 | TotalExpensesPriorYear |
| Total Expenses Current Year | 34610907 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2772313 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 8401715 | RevenuesLessExpensesCY |
| Total Assets BOY | 64342403 | TotalAssetsBOY |
| Total Assets EOY | 77470866 | TotalAssetsEOY |
| Total Liabilities BOY | 313548 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1933173 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 64028855 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 75537693 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVIDE BENEFITS TO MEMBERS | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | WISCONSIN ELECTRICAL EMPLOYEES HEALTH AND WELFARE PLAN PROVIDES MEDICAL, DENTAL, PRESCRIPTION DRUG, VISION, AND OTHER BENEFITS TO APPROXIMATELY 3,400 PLAN PARTICIPANTS AND THEIR DEPENDENTS AND BENEFICIARIES. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 1606 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 12 | NumberOfEmployees |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6082769111 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2730 DAIRY DRIVE | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53718 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| EDWARD GRAY | |||||||
| LABOR TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| DON ALLEN | |||||||
| LABOR TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| MARK HOFFMAN | |||||||
| LABOR TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| GREG KORN | |||||||
| LABOR TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| GREG YOUNG | |||||||
| LABOR TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| DAVID NORTHUP | |||||||
| LABOR TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| CHRIS GULBRANDSON | |||||||
| LABOR TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| LEO SOKOLIK | |||||||
| LABOR TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| JOEL WESTPHAL | |||||||
| MANAGEMENT TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| BERNIE CLEPPE | |||||||
| MANAGEMENT TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| MARK HADY | |||||||
| MANAGEMENT TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| ROBERT VAN ERT | |||||||
| MANAGEMENT TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| GERALD SCHULTZ | |||||||
| MANAGEMENT TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| TIM PADESKY | |||||||
| MANAGEMENT TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| LOYAL O'LEARY | |||||||
| MANAGEMENT TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| DAN MURPHY | |||||||
| MANAGEMENT TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| ART BISHOP | |||||||
| TRUST FUND ADMINISTRATOR | 40.00 | 105292 | 0 | 14991 | X | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 105292 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 14991 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| REINHART BOERNER VAN DUEREN | |||||
| PO BOX 2965 | MILWAUKEE | WI | 532012965 | ATTORNEY | 230483 |
| HEALTHEOS | |||||
| PO BOX 29940 | NEW YORK | NY | 100879940 | PREFERRED PROVIDER | 175693 |
| INNOVATIVE SOFTWARE SOLUTIONS INC | |||||
| TWO EXECUTIVE CAMPUS STE 400 RT 70 | CHERRY HILL | NJ | 08002 | CONSULTING | 119127 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYERS CONTRIBUTION | 900099 | 37424422 | 37424422 |
| PARTICIPANTS CONTRIBUT | 900099 | 3217723 | 3217723 |
| SUBROGATION | 900099 | 119505 | 119505 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 40761650 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1656048 | TotalRevenueColumn |
| Exclusion | $1,656,048 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 21237925 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 20708383 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 529542 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 529542 | TotalRevenueColumn |
| Exclusion | $529,542 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RENTAL INCOME | 900099 | 57954 | 57954 |
| MISCELLANEOUS INCOME | 900099 | 7428 | 7428 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 65382 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 43012622 | TotalRevenueColumn |
| Related Or Exempt Function Income | 40827032 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,185,590 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32078186 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 559046 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59192 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98114 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40157 | Total |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| ADMINISTRATIVE EXPENSES | 1667879 |
| INVESTMENT EXPENSES | 108333 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34610907 | Total |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8449462 | BOY |
| EOY | 15867233 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1987900 | BOY |
| EOY | 2626264 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2179860 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 500695 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1719322 | BOY |
| EOY | 1679165 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42270604 | BOY |
| EOY | 46772936 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9905905 | BOY |
| EOY | 10515623 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9210 | BOY |
| EOY | 9645 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64342403 | BOY |
| EOY | 77470866 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 313548 | BOY |
| EOY | 1933173 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 313548 | BOY |
| EOY | 1933173 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64028855 | BOY |
| EOY | 75537693 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64028855 | BOY |
| EOY | 75537693 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64342403 | BOY |
| EOY | 77470866 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 8401715 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 3107123 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 293648 | OtherCostOrOtherBasis |
| Book Value | 293648 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1606261 | OtherCostOrOtherBasis |
| Depreciation | 220744 | Depreciation |
| Book Value | 1385517 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 279951 | OtherCostOrOtherBasis |
| Depreciation | 279951 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1679165 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | AFL-CIO HOUSING INVESTMENT TRUST | Description |
| Book Value | 10515623 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 10515623 | TotalOfBookValueSecurities |
| Total Revenue | 43012622 | TotalRevenue |
| Total Expenses | 34610907 | TotalExpenses |
| Excess Or Deficit For Year | 8401715 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 3107123 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 3107123 | TotalAdjustments |
| Excess Or Deficit Per FS | 11508838 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 46011412 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 3107123 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 3107123 | RevenueNotRptdF990 |
| Revenue Subtotal | 42904289 | RevenueSubtotal |
| Other Revenues Not Included | 108333 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 108333 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 43012622 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 34502574 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 34502574 | ExpensesSubtotal |
| Other Expenses Not Included | 108333 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 108333 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 34610907 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | THE PLAN HAS ADOPTED FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE PLAN WILL RECOGNIZE ANY ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED BENEFITS IN INCOME TAX, IF INCURRED. THE PLAN'S PREVIOUS 3 YEARS ARE OPEN FOR EXAMINATION BY THE INTERNAL REVENUE SERVICE. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | EACH PARTICIPANT OF THE ORGANIZATION IS CONSIDERED A MEMBER. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE TRUSTEES OF THE ORGANIZATION ARE ELECTED BY THE MEMBERS TO REPRESENT THE MEMBERS OF THE ORGANIZATION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE TRUST ADMINISTRATOR AND ATTORNEY REVIEW A DRAFT OF FORM 990 BEFORE IT IS FILED. THE RETURN IS NOT REVIEWED BY THE BOARD OF TRUSTEES. | |
| EACH TRUSTEE HAS SIGNED AN AGREEMENT STATING THAT HE OR SHE WILL ACT IN ACCORDANCE WITH THE TRUST AGREEMENT. | FORM 990, PART VI, SECTION B, LINE 12C | |
| COMPENSATION OF THE TRUST ADMINISTRATOR IS DETERMINED BY THE BOARD OF TRUSTEES. | FORM 990, PART VI, SECTION B, LINE 15A | |
| DOCUMENTATION IS AVAILABLE UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 3,107,123. | FORM 990, PART XI, LINE 5: |
| NO CHANGES HAVE BEEN MADE SINCE PRIOR YEAR. | FORM 990, PART XI, LINE 2C: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN ELECTRICAL EMPLOYEES HEALTH AND WELFARE FUND OFFICE LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2730 DAIRY DRIVE NO 101 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53718 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264568574 | EIN |
| Primary Activities | HOLD AND LEASE PROPERTY AND PROVIDE ADMINISTRATIVE SERVICES | PrimaryActivities |
| Legal Domicile State | WI | LegalDomicileState |
| Total Income | 149149 | TotalIncome |
| EOY Assets | 1746436 | EOYAssets |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |