ELECTRICAL WORKERS LOCAL NO 369 BENEFIT FUND: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ELECTRICAL WORKERS LOCAL NO 369 BENEFIT FUND (EIN 61-0605310)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-04-11
IRS object ID
202231019349300908
Schema version
2020v4.2
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)
Return2022-04-11T08:54:47-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

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 Begin2020-07-01TaxPeriodBeginDt

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
Signature2022-03-29SignatureDt
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
Preparation2022-03-29PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$70,391,931GrossReceiptsAmt
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 Employee76TotalEmployeeCnt
Total Volunteers8TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$27,373,463PYProgramServiceRevenueAmt
CY Program Service Revenue$28,420,552CYProgramServiceRevenueAmt
PY Investment Income$3,115,865PYInvestmentIncomeAmt
CY Investment Income$4,029,776CYInvestmentIncomeAmt
PY Other Revenue$156,026PYOtherRevenueAmt
CY Other Revenue$173,547CYOtherRevenueAmt
PY Total Revenue$30,645,354PYTotalRevenueAmt
CY Total Revenue$32,623,875CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$27,605,091PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$27,668,709CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$532,625PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$545,686CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$789,412PYOtherExpensesAmt
CY Other Expenses$743,958CYOtherExpensesAmt
PY Total Expenses$28,927,128PYTotalExpensesAmt
CY Total Expenses$28,958,353CYTotalExpensesAmt
PY Revenues Less Expenses$1,718,226PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,665,522CYRevenuesLessExpensesAmt
Total Assets BOY$77,935,208TotalAssetsBOYAmt
Total Assets EOY$85,406,133TotalAssetsEOYAmt
Total Liabilities BOY$1,207,565TotalLiabilitiesBOYAmt
Total Liabilities EOY$640,731TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$76,727,643NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$84,765,402NetAssetsOrFundBalancesEOYAmt
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 Document51IRPDocumentCnt
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 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

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SEGALBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 N WACKER DR SUITE 500AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
ServicesCONSULTING SERVICESServicesDesc
Compensation$102,919CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$25,501,952$25,501,952
EMPLOYEE CONTRIBUTIONS900099$2,918,600$2,918,600
FieldValueIRS element (for citing)
Total Program Service Revenue$28,420,552TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,796,886TotalRevenueColumnAmt
Exclusion$1,796,886ExclusionAmt

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$37,768,056SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,232,890SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,232,890TotalRevenueColumnAmt
Exclusion$2,232,890ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Business900099BusinessCd
Total Revenue Column$173,547TotalRevenueColumnAmt
Related Or Exempt Func Income$173,547RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$173,547OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$32,623,875TotalRevenueColumnAmt
Related Or Exempt Func Income$28,594,099RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$4,029,776ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$27,668,709TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$368,153TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$52,311TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$94,740TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$30,482TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$87,018TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$38,360TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$236,768TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$126,220TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$93,675TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$98,106TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$8,078TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$9,425TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,614TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$16,024TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmt
EQUIPMENT RENTAL$13,943
PCORI TAX$10,825
OTHER TAX$902

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$28,958,353TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,472,605BOYAmt
EOY$1,854,733EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,342,744BOYAmt
EOY$1,945,426EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,325,448BOYAmt
EOY$2,891,159EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$308,838LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$299,828LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$13,624BOYAmt
EOY$9,010EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$34,571,090BOYAmt
EOY$71,516,220EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$37,209,697BOYAmt
EOY$7,189,585EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$77,935,208BOYAmt
EOY$85,406,133EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,052,126BOYAmt
EOY$344,831EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$155,439BOYAmt
EOY$295,900EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,207,565BOYAmt
EOY$640,731EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$76,727,643BOYAmt
EOY$84,765,402EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$76,727,643BOYAmt
EOY$84,765,402EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$77,935,208BOYAmt
EOY$85,406,133EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$3,665,522ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,372,237NetUnrlzdGainsLossesInvstAmt
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$103,876DepreciationAmt
Book Value$4,586BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$64,437OtherCostOrOtherBasisAmt
Depreciation$62,513DepreciationAmt
Book Value$1,924BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$133,439OtherCostOrOtherBasisAmt
Depreciation$133,439DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$9,010TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescREAL ESTATE FUNDSDesc
Book Value$7,189,585BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$7,189,585TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$36,996,112TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$4,372,237NetUnrealizedGainsInvstAmt
Revenue Not Reported$4,372,237RevenueNotReportedAmt
Revenue Subtotal$32,623,875RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$32,623,875TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$28,958,353TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$28,958,353ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$28,958,353TotalExpensesPerForm990Amt

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, 2021 AND 2020, 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 (120 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
BELTLINE ELECTRIC COINC
BMV ELECTRIC LLC
BROADWAY ELECTRIC SERVICECORP
BYRON ELECTRIC DIVISION OF UNI
CAPITAL ELECTRIC INC
DEBRA-KUEMPEL SERVICE
DELTA SERVICES LLC
DIECKS ELECTRIC CO
DIXON ELECTRICAL SYSTEMS
EIGHTH DIST ELEC BENEFIT FUND
ELE WELFARE TRST FUND LOC 26
ELE WORKER H&W FUND
ELEC WORKERS BENE TRUST FUND
ELEC WORKERS INSURANCE FUND
ELEC-TECH SERVICES INC
ELECTRICAL CERTIFICATIONINC
ELITE ELECTRICAL CONSTRUCTION(
ERMCO INC
ESI INC
FENTON ELECTRIC CO
GLENWOOD ELECTRIC INC
GOOCH ELECTRIC INC
GREATER LOU BUILDING TRADE &CO
GT ELECTRIC LLC
HARRISON ELEC WORKERS TRUST FU
HENDERSON SERVICES LLC
HERRICK ELEC MOTOR SHOP
HERRICK ELECTRIC CO INC
HOOSIER INDUSTRIAL ELEC
HUNT ELECTRIC COMPANY
HYBRID ELECTRICAL SOLUTIONS
HYLAND ELECTRIC INC
IBEW 332 H&W TRUST FUND
IBEW 613 FAMILY HEALTH PLAN
IBEW LOC 1249 INSURANCE FUND
IBEW LOCAL 1 H & W FUND
IBEW LOCAL 126 H&W TRUST FUND
IBEW LOCAL 22 NECA H&W PLAN
IBEW LOCAL 347 H&W FUND
IBEW LOCAL 683 H&W PLAN
IBEW LOCAL 712 WELFARE TRUST
IBEW LOCAL 915 H&W FUND
IBEW LOCAL NO 176
IBEW LOCAL UNION 369
IBEW LU 701 GENERAL WELFARE
IBEW NECA 1579 HEALTH PLAN
IBEW-NECA SWRN HLTH & BEN PLN
INTEGRATED POWER & TECHNOLOGY
INTERTECH MECHANICAL SERVICES
J F SHEA CONSTRUCTION INC
J GEORGE SOLUTIONS INC
JAMES H DREW CORP
K&B ELECTRICAL SERVICES INC
KAEC
KAISER ELECTRICAL CONTRACTORS
KENTUCKIANA ELECTRICAL SERVICE
KY STATE BUILDING & CONS TRADE
L G FOX INC
LASWELL ELEC CO
LAWSON INDUSTRIAL INC
LINE CONST BENEFIT FUND
LINK ELECTRIC CO INC
LOC 1049 CRAFT H&W FUND
LOC UNION 9 HEALTH & WELFARE P
LOCAL #212 H&W & PENSION PLAN
LOCAL 666 BENEFIT TRUST FUND
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
MICHIGAN ELE EMPL HEALTH PLAN
MIDWESTERN ELECTRIC INC
MJ ELECTRIC
MOUNTS ELECTRIC INC
MUENCH ELECTRICAL SERVICES
MVH ELECTRICAL SERVICES LLC
NECA FAMILY MEDICAL CARE PLAN
NECA IBEW FAMILY MED
NECA IBEW FAMILY MEDICAL
NECA IBEW FAMILY MEDICAL CARE
NECA IBEW LOC 176 H&W FUND
NECA IBEW LOCAL 364 WELFARE
NECA IBEW TRUST FUNDS
NECA IBEW WELFARE TRUST
NECA-IBEW WELFR TRST FND
NEW ENGLAND ELE BEN FUND
NEW ENGLAND ELEC BENEFIT FUND
ORACLE PACKAGINGLLFLEX
PARSONS ELECTRIC LLC
PERSONNEL BEN & RETIRE FUND
POWER TECH ELECTRIC CO LLC
PRITCHARD ELECTRIC COINC
READY ELECTRIC CO
RIVERSIDE ELECTRICAL CONT INC
SACHS ELECTRIC COMPANY
SAN FRANCISCO ELEC WORKERS
SAN MATEO ELEC HEALTH PLAN
STANDARD ELECTRIC CO
STEUBENVILLE ELECTRICAL WELFAR
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
WISCONSIN ELE H&W FUND
WSTRN PA ELEC EMP INS TRST FND
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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