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IBEW ELECTRIAL WORKERS GENERAL WELFARE FUND: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
IBEW ELECTRIAL WORKERS GENERAL WELFARE FUND (EIN 36-2951116)
Tax period
2024-06-01 to 2025-05-31
Filed
2026-03-30
IRS object ID
202620899349300222
Schema version
2024v5.5
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)
Return2026-03-30T09:08:43-05:00ReturnTs
Tax Period End2025-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN470900880PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CALIBRE CPA GROUP PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1230 W MONROE ST SUITE 310AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362951116EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IBEW ELECTRIAL WORKERS GENERAL WELFAREBusinessNameLine1Txt
Business Name Line2FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlIBEWBusinessNameControlTxt
Phone6303931701PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line128600 BELLA VISTA PARKWAY 1110AddressLine1Txt
CityWARRENVILLECityNm
State AbbreviationILStateAbbreviationCd
ZIP60555ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Personkevin connellyPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6303931701PhoneNum
Signature2026-03-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCOREY BILKEYPreparerPersonNm
PTINP00499751PTIN
Phone3126550037PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal Officerchris teneyckPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line128600 BELLA VISTA PARKWAY 1110AddressLine1Txt
CityWARRENVILLECityNm
State AbbreviationILStateAbbreviationCd
ZIP60555ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$51,019,928GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1976FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionPROVIDE HEALTH & INSURANCE BENEFITSActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee76TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$39,101,660PYProgramServiceRevenueAmt
CY Program Service Revenue$40,173,820CYProgramServiceRevenueAmt
PY Investment Income$2,988,265PYInvestmentIncomeAmt
CY Investment Income$2,598,737CYInvestmentIncomeAmt
PY Other Revenue$430,605PYOtherRevenueAmt
CY Other Revenue$525,783CYOtherRevenueAmt
PY Total Revenue$42,520,530PYTotalRevenueAmt
CY Total Revenue$43,298,340CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$43,034,132PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$41,143,837CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,345,524PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,369,164CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,926,328PYOtherExpensesAmt
CY Other Expenses$2,265,864CYOtherExpensesAmt
PY Total Expenses$46,305,984PYTotalExpensesAmt
CY Total Expenses$44,778,865CYTotalExpensesAmt
PY Revenues Less Expenses-$3,785,454PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,480,525CYRevenuesLessExpensesAmt
Total Assets BOY$75,593,982TotalAssetsBOYAmt
Total Assets EOY$75,503,975TotalAssetsEOYAmt
Total Liabilities BOY$22,885,816TotalLiabilitiesBOYAmt
Total Liabilities EOY$21,474,220TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$52,708,166NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$54,029,755NetAssetsOrFundBalancesEOYAmt
MissionPROVIDE HEALTH & INSURANCE BENEFITSMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE PLAN PROVIDES HEALTH BENEFITS (HOSPITAL, VISION, DENTAL, DISABILITY) AS WELL AS LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE FOR ELIGIBLE PARTICIPANTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document563IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee76EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TERRY MUSTOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6303931701PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line128600 BELLA VISTA PKWYAddressLine1Txt
CityWARRENVILLECityNm
State AbbreviationILStateAbbreviationCd
ZIP60555ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtHighest Compensated EmployeeHighestCompensatedEmployeeInd
ANTHONY MULIZIO
TRUSTEE3.00Yes (X)$0$0$0
WILLIAM DREW
TRUSTEE3.00Yes (X)$7,484$5,574$5,5483.00
ROBERT PANATERA
TRUSTEE3.00Yes (X)$1,435$5,233$9183.00
ANTHONY GIUNTI
TRUSTEE3.00Yes (X)$0$173,388$120,42640.00
GIUSEPPE MUZZUPAPPA
TRUSTEE3.00Yes (X)$0$0$0
FRANK GRAVINA
TRUSTEE3.00Yes (X)$0$181,708$116,12640.00
MICHAEL SANTIEMMO
TRUSTEE3.00Yes (X)$4,248$0$2,981
BRIAN CLARK
TRUSTEE3.00Yes (X)$0$0$0
CHRIS TENEYCK
TRUSTEE3.00Yes (X)$0$0$0
KEVIN CONNELLY
FORMER TRUSTEE3.00Yes (X)$0$0$0
BRIAN BENSON
ASST ADMINISTRATOR40.00$137,367$3,344$88,3953.00Yes (X)
TERRY MUSTO
FUND ADMINISTRATOR40.00$227,327$0$39,765Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$377,861TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$369,247TotReportableCompRltdOrgAmt
Total Other Compensation$374,159TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BLUE CROSS BLUE SHIELD
300 E RANDOLPH STCHICAGOIL60601PPO ACCESS FEES$789,384
FOSTER & FOSTER
184 SHUMAN BLVD STE 305NAPERVILLEIL60563ACTUARIAL CONSULTING SERVICES$121,399
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$36,075,386$36,075,386
RETIRED PARTICIPANT CONTRB900099$3,906,684$3,906,684
ACTIVE PARTICIPANT CONTRIB900099$191,750$191,750
FieldValueIRS element (for citing)
Total Program Service Revenue$40,173,820TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,127,431TotalRevenueColumnAmt
Exclusion$1,127,431ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$9,192,894SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$7,721,588SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,471,306SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,471,306TotalRevenueColumnAmt
Exclusion$1,471,306ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescREIMBURSED PAYROLL, TAXES & BENEFDesc
Business900099BusinessCd
Total Revenue Column$525,783TotalRevenueColumnAmt
Related Or Exempt Func Income$525,783RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$525,783OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$43,298,340TotalRevenueColumnAmt
Related Or Exempt Func Income$40,699,603RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,598,737ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$41,143,837TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$23,548TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$880,170TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$172,265TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$229,189TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$63,992TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$69,702TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$72,641TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$158,084TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,365,096TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$217,441TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$129,054TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$133,592TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$57,425TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$10,448TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$52,381TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$44,778,865TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,874,648BOYAmt
EOY$1,107,059EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$6,480,305BOYAmt
EOY$4,620,062EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,722,686BOYAmt
EOY$2,870,697EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$645,611BOYAmt
EOY$670,991EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,572,198LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$689,243LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,428,992BOYAmt
EOY$882,955EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$28,029,448BOYAmt
EOY$29,974,872EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$34,367,394BOYAmt
EOY$35,349,989EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$44,898BOYAmt
EOY$27,350EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$75,593,982BOYAmt
EOY$75,503,975EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$244,744BOYAmt
EOY$115,590EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$22,641,072BOYAmt
EOY$21,358,630EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$22,885,816BOYAmt
EOY$21,474,220EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$52,708,166BOYAmt
EOY$54,029,755EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$52,708,166BOYAmt
EOY$54,029,755EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$75,593,982BOYAmt
EOY$75,503,975EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,480,525ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,802,114NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,236,939OtherCostOrOtherBasisAmt
Depreciation$362,849DepreciationAmt
Book Value$874,090BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$335,259OtherCostOrOtherBasisAmt
Depreciation$326,394DepreciationAmt
Book Value$8,865BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$882,955TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
COMMON COLLECTIVE TRUSTS$24,122,274F
LIMITED PARTNERSHIPS$4,122,506F
103-12 INVESTMENT ENTITIES$7,105,209F
FieldValueIRS element (for citing)
Total Book Value Securities$35,349,989TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCURRENT BENEFIT OBLIGATIONSDesc
Amt$21,358,630Amt
FieldValueIRS element (for citing)
Total Liability$21,358,630TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$45,416,587TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,802,114NetUnrealizedGainsInvstAmt
Revenue Not Reported$2,802,114RevenueNotReportedAmt
Revenue Subtotal$42,614,473RevenueSubtotalAmt
Investment Expenses Not Incld$158,084InvestmentExpensesNotIncldAmt
Other Revenues Not Included$525,783OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$683,867RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$43,298,340TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$45,377,440TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$45,377,440ExpensesSubtotalAmt
Investment Expenses Not Incld2$158,084InvestmentExpensesNotIncld2Amt
Other Expenses Not Included-$756,659OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt-$598,575ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$44,778,865TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part X, Line 2:AS OF MAY 31, 2025, 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, 2025, THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO THE FISCAL YEAR ENDED MAY 31, 2022.
Part XI, Line 4b - Other Adjustments:REIMBURSED PAYROLL, TAXES, AND BENEFITS 525,783.
Part XII, Line 4b - Other Adjustments:DECREASE IN CURRENT BENEFIT OBLIGATIONS -1,282,442. REIMBURSED PAYROLL, TAXES, AND BENEFITS 525,783.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
FRANK GRAVINA
TRUSTEE$0$136,900$0$0$0$44,808$0$81,583$0$34,543$0$297,834$0$0
ANTHONY GIUNTI
TRUSTEE$0$142,100$0$0$0$31,288$0$84,572$0$35,854$0$293,814$0$0
TERRY MUSTO
FUND ADMINISTRATOR$227,327$0$0$0$0$0$17,053$0$22,712$0$267,092$0$0$0
BRIAN BENSON
ASST ADMINISTRATOR$137,367$3,344$0$0$0$0$65,351$0$23,044$0$225,762$3,344$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11bTHE 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 12cTHE 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 15THE 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 19A 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 hasnt changed from the prior year

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
IBEW LOCAL 701 PENSION FUND
28600 BELLA VISTA PARKWAYWARRENVILLEIL60555366455509PROVIDE PENSION BENEFITS TO PARTICIPANTSIL401(a)0
IBEW LOCAL 701 RETIREMENT SAVINGS FUND
28600 BELLA VISTA PARKWAYWARRENVILLEIL60555366455509RETIREMENT BENEFITSIL401(a)0
IBEW LOCAL 701 VACATION FUND
28600 BELLA VISTA PARKWAYWARRENVILLEIL60555362942688PROVIDE VACATION BENEFITS FOR PARTICIPANTSIL501(c)(9)0
IBEW LOCAL 701 SUPP UNEMPL BENEFIT FD
28600 BELLA VISTA PARKWAYWARRENVILLEIL60555364166378PROVIDE UNEMPLOYMENT BENEFITS FOR PARTICIPANTSIL501(c)(17)0
IBEW LOCAL 701 LMCC
28600 BELLA VISTA PARKWAYWARRENVILLEIL60555364017836ASSISTS MEMBERS AND EMPLOYERS FOR CONCERNS OUTSIDE CBAIL501C50
IBEW LOCAL 701 JATC
28600 BELLA VISTA PARKWAYWARRENVILLEIL60555362698479PROVIDES EDUCATION AND TRAINING TO MEMBERSIL501C30
IBEW LOCAL 701 UNION
28600 BELLA VISTA PARKWAYWARRENVILLEIL60555362151869TO ORGANAIZE ALL ELECTRICAL WORKERS IN JURISDICTIONIL501C50

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (24 entries)

93 ENERGY LLC
AARDEMA ELECTRIC LLC
ADVENT SYSTEMS LLC DBA
AIR COMFORT LLC DBA APP
AVI-SPL LLC
AXENT SOLUTIONS LLC
GRAND-KAHN ELECTRIC LLC
GREENWORLD SYSTEMS LLC
HAYES COMMERCIAL LLC DB
IDENTITY SERVICES LLC
IWIRE TECHNOLOGIES LLC
JAN ELECTRIC LLC
LOHBAUER ELECTRIC LLC
M T KELLEY ELECTRIC LLC
MJ ELECTRIC LLC
MIDWEST ELECTRIC LLC
NO SPARKS ELECTRIC LLC
PENTEGRA SYSTEMS LLC DB
POWERLINK ELECTRIC LLC
RISE ELECTRIC LLC
SHAMBAUGH & SON LP
SPIRAL SERVICES LLC DBA
STAYLITT ELECTRIC LLC
STINGRAY ELECTRIC LLC

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (267 entries)

A & F ELECTRICAL SERVIC
ABCO ELECTRICAL CONSTRU
ABR COMMUNICATIONS
ADCO ENTERPRISES INC
ADVANCED COMMUNICATIONS
ADVANCED DATA TECHNOLOG
ADVANCED ELECT SYSTEMS
AIRPORT ELECTRIC CO
ALDRIDGE ELECTRIC INC
AMC TELEPHONE SERVICE I
AMERICAN ELECTRIC CONST
AMERICAN ENERGY ANALYSI
AMS MECHANICAL SYSTEMS
ANCHOR ELECTRIC
ANDERSON PUMP SERVICE
APPLIED COMMUNICATIONS
ARC 1 ELECTRIC INC
ASSOCIATED ELECTRICAL C
ATOMATIC MECHANICAL SER
AUSTGEN ELECTRIC INC
AUTOMATIC BUILDING CONT
B T ELECTRIC
BALANCED LOAD ELECTRIC
BANDWIDTH MANAGEMENT IN
BASSETT ELECTRICAL CONT
BEACON SALES SERVICE IN
BELCORE ELECTRIC
BELEC ELECTRIC
BENSON ELECTRICAL CONTR
BERNARDONI ELECTRIC INC
BERRY ELECTRIC
BLACKHAWK ELECTRICAL CO
BLADE ELECTRIC & TECHNO
BLAZE ELECTRIC
BLOCK ELECTRIC
BME ELECTRIC INC
BONUS ELECTRIC CO
BOSS ELECTRIC INC
BRANDENBURG ELECTRONIC
BROWN ELECTRIC SERVICE
C J POWER INC
CA RILEY ELECTRIC CONST
CABLE ELECTRIC
CAMEO ELECTRIC INC
CANDOR ELEC
CAPITOL CITY ELECTRIC
CAREY ELECTRIC CONTRACT
CARLYN ELECTRICAL CONTR
CATTANEO ELECTRIC
CBA MORRIS INC DBAAUST
CECO INC
CHICAGO POWER & COMMUNI
CHICAGO VOICE AND DATA
CHICAGOLAND CABLING SOL
CINCO ELECTRIC
CIPHER TECHNOLOGY SOLUT
CITY SERVICE ELECTRIC I
CLENNON ELECTRIC
CLIMATE PROS INC
COMMUNICATION SPECIALTI
COMMUNICATION ZONE INC
COMPLETE ELECTRICAL SER
CONCUR ELECTRIC
CONNELLY ELECTRIC CO
CONNOR ELECTRIC SERVICE
CONTINENTAL ELECTRIC
CORRECT DIGITAL DISPLAY
CORRECT ELECTRIC INC
CROSSTOWN ELECTRIC
CURRENT COMMUNICATION &
CUSUMANO ELECTRICAL SVS
D N R ELECTRICAL CONTRA
DELANEY TELECOM INCBLA
DEMARC ELECTRIC AND COM
DIVERSE TECHNOLOGIES IN
DMH ENTERPRISES INCdba
DOYLE SIGNS INC
DUAL TEMP OF ILLINOIS I
DURKIN ELECTRIC COMPANY
DYNAMIC ELECTRIC INC
E STONE INC
ECO LIGHTING SERVICES A
ELECTRIC ONE INC
ELECTRICAL CONTRACTORS
ELECTRICAL DESIGNS SYST
ELITE TECHNOLOGY SYSTEM
ELLIOTT ELECTRIC INC
ELMUND & NELSON CO
EMM ELECTRIC INC DBAMO
EXCEL ELECTRIC INC
EXPRESS SIGNS & LIGHTIN
FE MORAN INC FIRE PRO
FACTOR ELECTRIC INC
FAIRFIELD ELECTRIC
FE MORAN SECURITY SOLUT
FENNELL ELECTRIC INC
FIRST SECURITY SYSTEMS
FITZGERALD ELECTRIC
FOUR STAR ELECTRIC INC
FRANK MARSHALL ELECTRIC
G & M ELECTRICAL CONTRA
G S ELECTRIC CO INC
GARDEN ELECTRIC INC
GATZA ELECTRICAL CONTRA
GEARY ELECTRIC INC
GEM INTEGRATION
GIBSON ELECTRIC COMPANY
GOORSKY ELECTRIC INC
GRACE POWER & CONTROL L
GREATLINE COMMUNICATION
GTS ELECTRIC INC
GURTZ ELECTRIC
H & H ELECTRIC CO
HARDT ELECTRIC
HELM ELECTRIC FACILITY
HIGH EFFICIENCY PROFFES
HINSDALE ELECTRIC
HMM SYSTEMS INC
HOLMGREN ELECTRIC INC
HOMESTEAD ELECTRICAL CO
HUEN ELECTRIC INC
HUSSMANN CORPORATION
HY-POWER ELECTRIC
ICOM INC
ILLINOIS BUSINESS COMMU
IMG TECHNOLOGIES INC
INTEGRATED CONTROL TECH
INTEGRATED ELECTRICAL S
INTERSTATE ELECTRONICS
INTREN INC
J HAMILTON ELECTRIC
J J JONES & CO
JAMERSON & BAUWENS ELEC
JASCO ELECTRIC
JDR ELECTRIC COMPANY
JNS POWER & CONTROL SYS
JOHN BURNS ELECTRIC COM
JOLEN ELECTRIC INC
K L ELECTRIC CO INC
KADLEC ELECTRIC
KAISER ELEC CONTRACTOR
KALISH ELECTRIC CO INC
KAVANAUGH ELECTRIC INC
KELLENBERGER ELECTRIC I
KELSO-BURNETT
KLASS ELECTRIC COMPANY
KROESCHELL ENGINEERING
KTK ELECTRICAL CONTRACT
KWASIGROCH ELECTRIC INC
L L D ELECTRIC CO
LA CROSSE ELECTRIC
LAUDERDALE ELECTRIC INC
LETECH
LEYDEN ELECTRIC INC
LINEAR ELECTRICAL ENG I
LOMBARDI ELECTRIC INC
LOW VOLTAGE SOLUTIONS
LUMEN ELECTRIC INC
LYONS ELECTRIC
M & S SECURITY SYS INC
M3 ELECTRIC INC
MARON ELECTRIC
MCWILLIAMS ELECTRIC
MEADE ELECTRIC
MEANY INC
MECHANICAL SYSTEMS INC
MEDLIN COMMUNICATIONS
MENDEL PLUMBING & HEATI
METROPOLITAN FIRE PROTE
MID STATES CONTRACTING
MIDWESTERN ELECTRIC INC
MIDWESTERN UNIVERSITY
MILLER ENGINEERING CO
MIV INC
MODERN SIGNS INC
MOHAWK ELECTRIC
MORSE ELECTRIC INC
MUSTANG CONSTRUCTION IN
MUZAK LIMITED PARTNERSH
MZI ELECTRIC INC
NAPERVILLE ELECTRICAL C
NATIONAL TECHNOLOGIES D
NESKO ELECTRIC COMPANY
NEWCASTLE ELECTRIC INC
NEWKIRK ELEC ASSOCIATES
NEXTGEN ELECTRIC & COMM
NORTHWEST TECHNICAL
NU WAVE ELECTRIC OF ILL
NUCORE ELECTRIC INC
OCARROLL ELECTRICAL CON
OKEH ELECTRIC
OLYMPIK SIGNS INC
OMEGA ELEC CO A DIV OF
OMEGA SIGN & LIGHTING I
OMNI COMMERICAL LIGHTIN
ORION ELECTRIC & MAINT
PACE SYSTEMS INC
PALOS ELECTRIC
PETONICA ELECTRIC
PIEPER ELECTRIC INC
PINNACLE SERVICES INC
PIPECO ELECTRIC INC
PLATINUM COMMUNICATIONS
PLATT ELECTRIC INC
PRECISION CONTROL SYSTE
PREFERRED ELECTRICAL CO
PREMIUM ELECTRIC SERVIC
PRIME ELECTRIC CO INC
PRO-ARC ELECTRICAL CONS
PROGRESS ELECTRIC
PROSPECT ELECTRIC COMPA
PROTEX INSTALLATIONS IN
RAGS ELECTRIC INC
REHM ELECTRIC
REX ELECTRIC & TECHNOLO
RICHMOND ELECTRIC
RIDGEVIEW ELECTRIC
RJL GROUP INC
RLG POWER & CONTROL
RYAN ELECTRICAL SERVICE
RYORIK INC DBABURNETT
S & M ELECTRIC INC
SCHECK MECHANICAL CORP
SCHMIDT ELECTRIC INC
SCHNEIDER ELECTRIC BLDG
SECURADYNE DBA ALLIED U
SEICO INC
SHAMROCK ELECTRIC CO IN
SHARLEN ELECTRIC
SHARMIK ELECTRIC
SHILLELAGH ELECTRIC COR
SIEVERT ELECTRIC SERVIC
SIGNCO INC
SKITCH ELECTRIC
SMC ELECTRICAL CORPORAT
SMG SECURITY HOLDINGS L
SONOMA ELECTRICAL SERVI
SOUND INC
SUPER ELECTRIC CONSTRUC
SWEDBERG ELECTRIC INC
TALON ELECTRIC COMPANY
TECH ELECTRONICS OF ILL
TERRANCE ELECTRIC & TEC
THE BARTECH GROUP INC A
THERM FLO INC
THOMPSON ELECTRONICS CO
THORNE ELEC
THURSTON ELECTRICAL SPE
TIMCO INC
TITAN ELECTRIC
TITLE ELECTRIC CO
TORRES ELECTRICAL CONTR
TOTAL ELECTRIC INC
TRI-M ELECTRIC INC
TRI-R SYSTEMS INCORPORA
TURNER ELECTRIC
TURO ELECTRICAL CONTRS
TWIN ELECTRIC OF CHICAG
UNIVERSAL P & C INC
US DATACOMM INC
UTILITY DYNAMICS CORPOR
VADER ELECTRIC CHICAGO
VOLT ELECTRIC INC
VOX ELECTRIC COMPANY IN
WEBSTER ELECTRIC CO
WESTBROOK ELECTRIC CONS
WOOD DALE ELECTRICAL CO
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd