ELECTRICAL WORKERS LOCAL NO 369 BENEFIT FUND: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ELECTRICAL WORKERS LOCAL NO 369 BENEFIT FUND (EIN 61-0605310)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-04-26
IRS object ID
202321169349300032
Schema version
2021v4.2
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)
Return2023-04-26T10:14:35-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271235638PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCM CPAS & ADVISORS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1462 SOUTH 4TH STREET SUITE 2600AddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40202ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN610605310EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ELECTRICAL WORKERS LOCAL 369BusinessNameLine1Txt
Business Name Line2BENEFIT FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlELECBusinessNameControlTxt
Phone5026352611PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1906 MINOMA AVENUEAddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40217ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICKY GEORGE JRPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone5026352611PhoneNum
Signature2023-04-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRICKYPersonFirstNm
Person LastGEORGE JRPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHERESA BATLINER CPAPreparerPersonNm
PTINP00543162PTIN
Phone5027491900PhoneNum
Preparation2023-04-24PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRICKY GEORGE JRPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1906 MINOMA AVENUEAddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40217ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$73,490,615GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.369BENEFITFUNDS.COMWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1976FormationYr
Legal Domicile StateKYLegalDomicileStateCd
Activity Or MissionPROVISION OF HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee89TotalEmployeeCnt
Total Volunteers8TotalVolunteersCnt
Total Gross UBI$1,993,427TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$28,420,552PYProgramServiceRevenueAmt
CY Program Service Revenue$31,062,095CYProgramServiceRevenueAmt
PY Investment Income$4,029,776PYInvestmentIncomeAmt
CY Investment Income$3,884,155CYInvestmentIncomeAmt
PY Other Revenue$173,547PYOtherRevenueAmt
CY Other Revenue$536,846CYOtherRevenueAmt
PY Total Revenue$32,623,875PYTotalRevenueAmt
CY Total Revenue$35,483,096CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$27,668,709PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$31,384,585CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$545,686PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$610,326CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$743,958PYOtherExpensesAmt
CY Other Expenses$930,617CYOtherExpensesAmt
PY Total Expenses$28,958,353PYTotalExpensesAmt
CY Total Expenses$32,925,528CYTotalExpensesAmt
PY Revenues Less Expenses$3,665,522PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,557,568CYRevenuesLessExpensesAmt
Total Assets BOY$85,406,133TotalAssetsBOYAmt
Total Assets EOY$79,151,989TotalAssetsEOYAmt
Total Liabilities BOY$640,731TotalLiabilitiesBOYAmt
Total Liabilities EOY$613,476TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$84,765,402NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$78,538,513NetAssetsOrFundBalancesEOYAmt
MissionPROVISION OF HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescEMPLOYEE BENEFIT PLAN PROVIDING BENEFITS FOR DEATH, ACCIDENTAL DEATH AND DISMEMBERMENT, MEDICAL CARE, PRESCRIPTION DRUG, HEARING, AND WEEKLY DISABILITY FOR MEMBERS AND RETIREES OF IBEW 369, THEIR DEPENDENTS AND RELATED EMPLOYEES.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 Liabilities0ReportOtherLiabilitiesInd
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 Required0ScheduleJRequiredInd
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 Document61IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee89EmployeeCnt
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 Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
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 BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STAR RAINESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5026352611PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1906 MINOMA AVENUEAddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40217ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MATTHEW LONGWORTH
TRUSTEE1.00Yes (X)$0$0$0
RICKY GEORGE JR
TRUSTEE1.00Yes (X)$0$0$0
LARRY WENDLER
TRUSTEE1.00Yes (X)$0$0$0
DAVID GROSS
TRUSTEE1.00Yes (X)$0$0$0
JOSH QUINN
TRUSTEE1.00Yes (X)$0$0$0
KEVIN KAZUNAS
TRUSTEE1.00Yes (X)$0$0$0
ED DEVINE IV
TRUSTEE1.00Yes (X)$0$0$0
HAYNES PERRY IV
TRUSTEE1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ANTHEM
PO BOX 951254CLEVELANDOH44193ADMIN FEES$767,404
SEGAL
101 N WACKER DR SUITE 500CHICAGOIL60606CONSULTING SERVICES$196,340
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$27,796,138$27,796,138
EMPLOYEE CONTRIBUTIONS900099$3,265,957$3,265,957
FieldValueIRS element (for citing)
Total Program Service Revenue$31,062,095TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,890,728TotalRevenueColumnAmt
Exclusion$1,890,728ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$40,000,946SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$38,007,519SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,993,427SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,993,427TotalRevenueColumnAmt
Unrelated Business Revenue$1,993,427UnrelatedBusinessRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Business900099BusinessCd
Total Revenue Column$536,846TotalRevenueColumnAmt
Related Or Exempt Func Income$536,846RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$536,846OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$35,483,096TotalRevenueColumnAmt
Related Or Exempt Func Income$31,598,941RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,993,427UnrelatedBusinessRevenueAmt
Exclusion$1,890,728ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$31,384,585TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$421,778TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$61,309TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$102,678TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$24,561TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$273,537TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$99,732TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$40,448TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$217,639TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$78,630TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$52,396TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$8,225TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$10,216TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$128TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$21,648TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
MISCELLANEOUS$94,089
EQUIPMENT RENTAL$21,731
PCORI TAX$11,140
OTHER TAXES$1,058

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$32,925,528TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,854,733BOYAmt
EOY$914,936EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,945,426BOYAmt
EOY$1,045,585EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,891,159BOYAmt
EOY$3,187,638EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$314,648LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$299,956LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$9,010BOYAmt
EOY$14,692EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$71,516,220BOYAmt
EOY$62,635,342EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$7,189,585BOYAmt
EOY$11,353,796EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$85,406,133BOYAmt
EOY$79,151,989EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$344,831BOYAmt
EOY$310,473EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$295,900BOYAmt
EOY$303,003EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$640,731BOYAmt
EOY$613,476EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$84,765,402BOYAmt
EOY$78,538,513EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$84,765,402BOYAmt
EOY$78,538,513EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$85,406,133BOYAmt
EOY$79,151,989EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,557,568ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$8,784,457NetUnrlzdGainsLossesInvstAmt
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

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,500OtherCostOrOtherBasisAmt
Book Value$2,500BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$108,462OtherCostOrOtherBasisAmt
Depreciation$101,380DepreciationAmt
Book Value$7,082BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$70,247OtherCostOrOtherBasisAmt
Depreciation$70,247DepreciationAmt
Book Value$0BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$133,439OtherCostOrOtherBasisAmt
Depreciation$128,329DepreciationAmt
Book Value$5,110BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$14,692TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescREAL ESTATE FUNDSDesc
Book Value$11,353,796BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$11,353,796TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$26,698,639TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$8,784,457NetUnrealizedGainsInvstAmt
Revenue Not Reported-$8,784,457RevenueNotReportedAmt
Revenue Subtotal$35,483,096RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$35,483,096TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$32,925,528TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$32,925,528ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$32,925,528TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE ("IRC"), AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE IRS, AND THE PLAN ADMINISTRATOR AND THE PLAN'S TAX COUNSEL BELIEVE THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. U.S. GAAP REQUIRES 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 INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JUNE 30, 2022 AND 2021, THERE ARE NO UNCERTAIN TAX 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 TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BAN ELECTRONIC COPY OF FORM 990 IS PROVIDED TO THE GOVERNING BODY PRIOR TO FILING.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILALBE ON REQUEST.
FORM 990, PART VI, SECTION B LINE 15:THE ORGANIZATION DOES NOT COMPENSATE A CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIAL, OFFICERS OR KEY EMPLOYEES.
FORM 990, PART XII, LINE 2C:THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. THE ORGANIZATION'S BOARD CONTINUES TO SELECT THE INDEPENDENT ACCOUNTANT. THE BOARD MEETS WITH THE INDEPENDENT AUDITOR AT THE CONCLUSION OF THE ANNUAL AUDIT.

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (95 entries)

4TH DISTRICT IBEW HEALTH FUND
ADVANCED ELEC SYSTEMS INC
AECOM ENERGY & CONSTRUCTION IN
AECON INDUSTRIAL MANAGEMENT LT
ALPHA MECHANICAL SERVICEINC
AP ELECTRIC
B & J ELECTRIC CO INC
BANTA ELEC CONTRACTORS INC
BELTLINE ELECTRIC COINC
BMV ELECTRIC LLC
BMWC CONSTRUCTORS INC
BROADWAY ELECTRIC SERVICECORP
BYRON ELECTRIC DIVISION OF UNI
CAPITAL ELECTRIC INC
COMPLETELY WIRED INC
DEBRA-KUEMPEL SERVICE
DELTA SERVICES LLC
DIECKS ELECTRIC CO
ELE INSURANCE TRUSTEE H&W
ELEC-TECH SERVICES INC
ELECTRIC PLUS INC
ELECTRICAL CERTIFICATIONINC
ELITE ELECTRICAL CONSTRUCTION(
ERMCO INC
ESI INC
FENTON ELECTRIC CO
GLENWOOD ELECTRIC INC
GOOCH ELECTRIC INC
GRAHAM INDUSTRIAL MAINTENANCE
GREATER LOU BUILDING TRADE &CO
GT ELECTRIC LLC
GUARANTEE ELECTRICAL CONSTRUCT
GUARANTEE ELECTRICAL CONTRACTI
GULU ELECTRIC INC
HARRISON ELEC WORKERS TRUST FU
HENDERSON SERVICES LLC
HERRICK ELECTRIC CO INC
HOOSIER INDUSTRIAL ELEC
HUNT ELECTRIC COMPANY
HYBRID ELECTRICAL SOLUTIONS
HYLAND ELECTRIC INC
I B ABEL INC
IBEW LOCAL 683 H&W PLAN
IBEW LOCAL UNION 369
INTEGRATED POWER & TECHNOLOGY
INTERTECH MECHANICAL SERVICES
J F SHEA CONSTRUCTION INC
J GEORGE SOLUTIONS INC
JAMES H DREW CORP
K&B ELECTRICAL SERVICES INC
KAISER ELECTRICAL CONTRACTORS
KALIBER ELECTRIC LLC
KENTUCKIANA ELECTRICAL SERVICE
KY STATE BUILDING & CONS TRADE
L G FOX INC
LASWELL ELEC CO
LAWSON INDUSTRIAL INC
LINK ELECTRIC CO INC
LONG-WALKER ELECTRICAL SERVICE
LOU METRO PUBLIC WORKS DEPT
LOUISVILLE ELECTRICAL JATC
LUCAS GENERAL CONTRACTING
MAG INDUSTRIAL LLC
MAHONING & TRUMBULL CO #573
MAJESTIC ELECTRIC INC
MASTER ELECTRICAL SERVICES INC
MEINERS ELECTRIC
MOUNTS ELECTRIC INC
MUENCH ELECTRICAL SERVICES
MVH ELECTRICAL SERVICES LLC
NATIONAL CONDUCTOR CONSTRUCTOR
NECA IBEW LOCAL 364 WELFARE
NECA-IBEW WELFR TRST FND
PARSONS ELECTRIC LLC
PAYNECREST ELECTRIC
PERSONNEL BEN & RETIRE FUND
POWER TECH ELECTRIC CO LLC
PRECISION ELECTRICAL CONTRACTO
PRITCHARD ELECTRIC COINC
READY ELECTRIC CO
RED ROVER ELECTRIC LLC
RIVERSIDE ELECTRICAL CONT INC
SLIFCO ELECTRIC LLC
STANDARD ELECTRIC CO
STERLING BOILER & MECHANICAL
STORMS MCMULLEN ELEC
SUPERIOR ELECTRIC GREAT LAKES
TENNESSEE ASSOCIATED ELECTRIC
THE STATE GROUP INDUSTRIAL (US
TOLEDO ELEC WELFARE FUND
TOTAL CONCEPT ELECTRIC INC
TRADE MARK INDUSTRIAL LLC
UNITED ELECTRIC CO
VERTICAL ELECTRIC LLC
WHITEHEAD ELEC COMPANY INC
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 Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

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