ELECTRICAL WORKERS INSURANCE BENEFIT FUND LOCAL 481: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ELECTRICAL WORKERS INSURANCE BENEFIT FUND LOCAL 481 (EIN 35-0851694)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-05
IRS object ID
202033109349301973
Schema version
2019v5.1
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)
Return2020-11-05T13:22:27-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN320043599PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LEGACY PROFESSIONALS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14 WESTBROOK CORPORATE CTR 700AddressLine1Txt
CityWESTCHESTERCityNm
State AbbreviationILStateAbbreviationCd
ZIP60154ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN350851694EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ELECTRICAL WORKERS BENEFIT TRUST FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlELECBusinessNameControlTxt
Phone3179234577PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11828 N MERIDIAN ST NO 103AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46202ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID RAYPersonNm
Person TitlePLAN ADMINISTRATORPersonTitleTxt
Phone3179234577PhoneNum
Signature2020-11-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonADAM SIMAGAPreparerPersonNm
PTINP01649025PTIN
Phone3123680500PhoneNum
Preparation2020-11-04PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.235.239.120IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-05IPDt
IP Tm13:22:22IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id904E9CDA588F20E710ED2700B2ADC35F22F92C31AtSubmissionCreationDeviceId
At Submission Filing Device Id013BD4BEA457AB31DE8385915B9401809CC4B7EDAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDAVID RAYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11828 N MERIDIAN ST NO 103AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46202ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$77,388,935GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1949FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionPROVIDE HEALTH BENEFITSActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee80TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$28,307,029PYProgramServiceRevenueAmt
CY Program Service Revenue$37,912,416CYProgramServiceRevenueAmt
PY Investment Income$3,356,474PYInvestmentIncomeAmt
CY Investment Income$3,784,426CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$31,663,503PYTotalRevenueAmt
CY Total Revenue$41,696,842CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$37,286,541PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$34,997,853CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$546,160PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$642,105CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,819,479PYOtherExpensesAmt
CY Other Expenses$689,772CYOtherExpensesAmt
PY Total Expenses$40,652,180PYTotalExpensesAmt
CY Total Expenses$36,329,730CYTotalExpensesAmt
PY Revenues Less Expenses-$8,988,677PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$5,367,112CYRevenuesLessExpensesAmt
Total Assets BOY$105,303,565TotalAssetsBOYAmt
Total Assets EOY$125,996,485TotalAssetsEOYAmt
Total Liabilities BOY$350,689TotalLiabilitiesBOYAmt
Total Liabilities EOY$538,610TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$104,952,876NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$125,457,875NetAssetsOrFundBalancesEOYAmt
MissionPROVIDE HEALTH BENEFITSMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH AND WELFARE, LONG-TERM DISABILITY AND DEATH BENEFIT TO MEMBERS AND THEIR DEPENDENTS.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 Sec0ReportInvestmentsOtherSecInd
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 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 Document395IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee80EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
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 Members6GoverningBodyVotingMembersCnt
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 Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID RAY - PLAN ADMINISTRATORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3179234577PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11828 NORTH MERIDIAN STREET STE 103AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46202ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
JEFF WHEELER
TRUSTEE1.0048.00Yes (X)$0$98,231$53,910
KEVIN SCHRADER
TRUSTEE1.001.00Yes (X)$0$0$0
STEVE MENSER
TRUSTEE1.0048.00Yes (X)$0$103,348$55,567
JON HOOKER
ALTERNATE TRUSTEE1.0048.00Yes (X)$0$98,231$53,910
JIM TSAREFF
TRUSTEE1.001.00Yes (X)$0$0$0
TIM WHICKER
TRUSTEE1.001.00Yes (X)$0$0$0
TED UPPOLE
TRUSTEE1.001.00Yes (X)$0$0$0
LARRY VAN TRIES
ALTERNATE TRUSTEE1.001.00Yes (X)$0$0$0
DAVID RAY
PLAN ADMINISTRATOR16.0024.00$117,792$0$58,644Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$117,792TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$299,810TotReportableCompRltdOrgAmt
Total Other Compensation$222,031TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ANTHEM INSURANCE COMPANIES INC
3075 VANDERCAR WAYCINCINNATIOH45209PPO NETWORK PROVIDER$1,148,456
UNITED HEALTHCARE INSURANCE COMPANY
4316 RICE LAKE ROADDULUTHMN55811HEALTH PROVIDER$763,230
ULLICO
8403 COLESVILLE ROADSILVER SPRINGMD20901STOP LOSS PROVIDER$199,851
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$33,010,965$33,010,965
PARTICIPANT CONTRIBUTIONS900099$3,352,934$3,352,934
PRESCRIPTION REBATES900099$1,210,148$1,210,148
STOP LOSS REFUNDS900099$266,746$266,746
SUBROGATION RECOVERIES900099$60,151$60,151

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,472TotalRevenueColumnAmt
Related Or Exempt Func Income$11,472RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$37,912,416TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,802,593TotalRevenueColumnAmt
Exclusion$2,802,593ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$36,673,926SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$35,692,093SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$981,833SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$981,833TotalRevenueColumnAmt
Exclusion$981,833ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$41,696,842TotalRevenueColumnAmt
Related Or Exempt Func Income$37,912,416RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,784,426ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$34,997,853TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$53,931TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$327,667TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$117,820TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$116,206TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$26,481TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$88,723TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$35,429TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$217,991TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$77,457TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$128,704TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$28,270TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$28,793TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,222TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$23,954TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$24,594TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$9,583TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescPCORI FEESDesc
Total$25,052TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$36,329,730TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$4,696,331EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$389,811BOYAmt
EOY$1,630,990EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,815,153BOYAmt
EOY$4,265,174EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$68,721BOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$277,665LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$111,106LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$29,249BOYAmt
EOY$166,559EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$102,000,631BOYAmt
EOY$115,237,431EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$105,303,565BOYAmt
EOY$125,996,485EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$283,004BOYAmt
EOY$252,322EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$67,685BOYAmt
EOY$286,288EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$350,689BOYAmt
EOY$538,610EOYAmt
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$104,952,876BOYAmt
EOY$125,457,875EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$104,952,876BOYAmt
EOY$125,457,875EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$105,303,565BOYAmt
EOY$125,996,485EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$5,367,112ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$15,137,887NetUnrlzdGainsLossesInvstAmt
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

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$261,382OtherCostOrOtherBasisAmt
Depreciation$104,593DepreciationAmt
Book Value$156,789BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$16,283OtherCostOrOtherBasisAmt
Depreciation$6,513DepreciationAmt
Book Value$9,770BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$166,559TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$56,616,738TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$15,137,887NetUnrealizedGainsInvstAmt
Revenue Not Reported$15,137,887RevenueNotReportedAmt
Revenue Subtotal$41,478,851RevenueSubtotalAmt
Investment Expenses Not Incld$217,991InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$217,991RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$41,696,842TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$36,111,739TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$36,111,739ExpensesSubtotalAmt
Investment Expenses Not Incld2$217,991InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$217,991ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$36,329,730TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN, TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
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
JEFF WHEELER
TRUSTEE$0$97,469$0$0$0$762$0$33,755$0$20,155$0$152,141$0$0
STEVE MENSER
TRUSTEE$0$102,586$0$0$0$762$0$35,412$0$20,155$0$158,915$0$0
JON HOOKER
ALTERNATE TRUSTEE$0$97,469$0$0$0$762$0$33,755$0$20,155$0$152,141$0$0
DAVID RAY
PLAN ADMINISTRATOR$117,792$0$0$0$0$0$37,435$0$21,209$0$176,436$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 8BTHERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BA COPY OF FORM 990 IS PROVIDED TO THE ORGANIZATION'S ENTIRE GOVERNING BODY FOR ITS REVIEW AND APPROVAL BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CTRUSTEES ARE REQUIRED TO DISCLOSE TO THE PLAN ADMINISTRATOR THEIR INTERESTS WHICH MAY GIVE RISE TO CONFLICTS OF INTERESTS OR THE APPEARANCE OF CONFLICT OF INTEREST ANNUALLY.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
FORM 990, PART VII, SECTION A, LINE 1ATHE PLAN ADMINISTRATOR ALSO PROVIDES SERVICES TO OTHER FUNDS AFFILIATED WITH THE REPORTING ORGANIZATION. THE REPORTING ORGRANIZATION IS REIMBURSED BY THE AFFILIATED FUNDS FOR THEIR SHARE OF THESE SALARIES AND RELATED EXPENSES. THE AVERAGE HOURS REPORTED ON LINE 1A IS THE WEEKLY HOURS DEDICATED TO THE REPORTING ORGANIZATION. THE TOTAL COMPENSATION RECEIVED ON LINE 1A IS THE TOTAL COMPENSATION PAID TO THE PLAN ADMINISTRATOR AND REPORTED ON FORM W-2 REPORTED BY THE REPORTING ORGANIZATION.
FORM 990, PART V, LINE 2ATHE NUMBER OF EMPLOYEES REPORTED ON FORM W-3, TRANSMITTAL OF WAGE AND TAX STATEMENTS, FILED FOR THE CALENDAR YEAR ENDING WITH OR WITHIN THE YEAR COVERED BY THIS RETURN INCLUDES BOTH EMPLOYEES OF THE OFFICE AND PARTICIPANTS OF THE FUND THAT HAVE RECEIVED DISABILITY PAYMENTS DURING THE YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxt
IBEW 481 SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLAN
1828 N MERIDIAN STREETINDIANAPOLISIN46202474203459PROVIDES SUPPLEMENTAL UNEMPLOYMENT BENEEFITS TO PARTICIPANTSIN501(C)(9)0
INDIANA ELECTRICAL WORKERS PENSION TRUST FUND
1828 N MERIDIAN STREETINDIANAPOLISIN46202351102579PROVIDES PENSION BENEFITS TO PARTICIPANTSIN401A0
IBEW LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST
1828 N MERIDIAN STREETINDIANAPOLISIN46202351501496PROVIDES PENSION BENEFITS TO PARTICIPANTSIN401A0
IBEW LOCAL UNION 481
1828 N MERIDIAN STREETINDIANAPOLISIN46202350289840LABOR UNIONIN501(C)(5)0
INDIANAPOLIS ELECTRICAL JATC
1751 S LAWNDALE AVENUEINDIANAPOLISIN46241351004324TRAINING FUNDIN501(C)(3)0LINE 2
INDIANA PLAN FOR EQUAL EMPLOYMENT
2122 DR MARTIN LUTHER KING STINDIANAPOLISIN46202CONTRIBUTING EMPLOYERIN501(C)(3)0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1SHAMBAUGH & SON LPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Primary ActivitiesCONTRIBUTING EMPLOYERPrimaryActivitiesTxt
Disproportionate Allocations0DisproportionateAllocationsInd
General Or Managing Partner0GeneralOrManagingPartnerInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (81 entries)

Primary ActivitiesPrimaryActivitiesTxtControlled OrganizationControlledOrganizationInd
ACKER ELECTRIC
CONTRIBUTING EMPLOYER0
ALPHA ELECTRIC INC
CONTRIBUTING EMPLOYER0
ALPHA OMEGA ELECTRIC LLC
CONTRIBUTING EMPLOYER0
APPLE ELECTRIC
CONTRIBUTING EMPLOYER0
AREA WIDE ELECTRIC INC
CONTRIBUTING EMPLOYER0
ATEC ELECTRICAL CONTRACTORS
CONTRIBUTING EMPLOYER0
BANTA ELECTRICAL CONTRACTORS
CONTRIBUTING EMPLOYER0
BARTH ELECTRIC CO
CONTRIBUTING EMPLOYER0
BMWC CONSTRUCTORS INC
CONTRIBUTING EMPLOYER0
BOTT ELECTRIC INC
CONTRIBUTING EMPLOYER0
CACHE VALLEY ELECTRIC CO
CONTRIBUTING EMPLOYER0
CARLIN ELECTRIC LLC
CONTRIBUTING EMPLOYER0
CENTRAL IN BUILDING & CONSTR
CONTRIBUTING EMPLOYER0
COMPLETE CONSTRUCTION SERVICES
CONTRIBUTING EMPLOYER0
COMPLETE ELECTRICAL & COMMUN
CONTRIBUTING EMPLOYER0
CONNECT ELECTRIC INC
CONTRIBUTING EMPLOYER0
DAVE O'MARA CONTRACTOR INC
CONTRIBUTING EMPLOYER0
DEBRA-KUEMPEL
CONTRIBUTING EMPLOYER0
ELECTRIC PLUS INC
CONTRIBUTING EMPLOYER0
ELECTRICAL MAINTENANCE & TESTI
CONTRIBUTING EMPLOYER0
ELECTRICAL MAINTENANCE SPECIAL
CONTRIBUTING EMPLOYER0
ELECTRICAL SPECIALISTS LLC
CONTRIBUTING EMPLOYER0
ELITE ELECTRICAL SERVICES LLC
CONTRIBUTING EMPLOYER0
ELLISON ELECTRIC INC
CONTRIBUTING EMPLOYER0
ERMCO INC
CONTRIBUTING EMPLOYER0
ESI ELECTRIC INC
CONTRIBUTING EMPLOYER0
FAIRCHILD COMMUNICATION SYS
CONTRIBUTING EMPLOYER0
FERRILL FISHER LLC
CONTRIBUTING EMPLOYER0
GENESIS FACTOR LLC
CONTRIBUTING EMPLOYER0
HIGH VOLTAGE MAINTENANCE CORP
CONTRIBUTING EMPLOYER0
HILLIARD ELECTRIC LLC
CONTRIBUTING EMPLOYER0
HOOSIER INDUSTRIAL ELECTRIC
CONTRIBUTING EMPLOYER0
HUSTON ELECTRIC INC
CONTRIBUTING EMPLOYER0
INDUSTRIAL ELECTRIC INC
CONTRIBUTING EMPLOYER0
J & J ELECTRIC OF INDIANA INC
CONTRIBUTING EMPLOYER0
JAMES H DREW CORPORATION
CONTRIBUTING EMPLOYER0
KK HALL INC
CONTRIBUTING EMPLOYER0
KOCHS ELECTRIC INC
CONTRIBUTING EMPLOYER0
KW CONSTRUCTION SERVICES LLC
CONTRIBUTING EMPLOYER0
LEYDEN ELECTRIC INC
CONTRIBUTING EMPLOYER0
LIVE WIRE CONSULTING INC
CONTRIBUTING EMPLOYER0
LOGICAL LIGHTING AND CONTROLS
CONTRIBUTING EMPLOYER0
LONG ELECTRIC CO INC
CONTRIBUTING EMPLOYER0
MADDOX ELECTRIC COMPANY INC
CONTRIBUTING EMPLOYER0
MAJESTIC ELECTRIC INC
CONTRIBUTING EMPLOYER0
MARSHALL ELECTRICAL CONTRACTIN
CONTRIBUTING EMPLOYER0
MAVERICK COMMUNICATIONS
CONTRIBUTING EMPLOYER0
MIDWESTERN ELECTRIC INC
CONTRIBUTING EMPLOYER0
MILLER-EADS COMPANY INC
CONTRIBUTING EMPLOYER0
MJ ELECTRIC LLC
CONTRIBUTING EMPLOYER0
NEWKIRK ELECTRIC ASSOCIATES I
CONTRIBUTING EMPLOYER0
NRK INC
CONTRIBUTING EMPLOYER0
NUGENT ELECTRIC INC
CONTRIBUTING EMPLOYER0
OWENS ELECTRICAL GROUP LLC
CONTRIBUTING EMPLOYER0
PAYNE ELECTRIC COMPANY
CONTRIBUTING EMPLOYER0
PULSE ELECTRIC LLC
CONTRIBUTING EMPLOYER0
QUALITY CONTROLS & ELECTRICAL
CONTRIBUTING EMPLOYER0
R & M ELECTRIC INC
CONTRIBUTING EMPLOYER0
RED HAWK
CONTRIBUTING EMPLOYER0
RIVERSIDE ELECTRIC INC
CONTRIBUTING EMPLOYER0
SERVICE ELECTRIC OF ALLEN
CONTRIBUTING EMPLOYER0
SEXSON MECHANICAL CORPORATION
CONTRIBUTING EMPLOYER0
SOLAR ELECTRIC TURBINE CO LLC
CONTRIBUTING EMPLOYER0
STALEY SIGNS INC
CONTRIBUTING EMPLOYER0
STELKO ELECTRIC INC
CONTRIBUTING EMPLOYER0
STORMS-MCMULLEN ELECTRIC INC
CONTRIBUTING EMPLOYER0
SUMMIT ELECTRICAL COMPANY LLC
CONTRIBUTING EMPLOYER0
SUN ELECTRIC INC
CONTRIBUTING EMPLOYER0
SUPERIOR ELECTRIC LLC
CONTRIBUTING EMPLOYER0
SWAN ELECTRICAL SYSTEMS LLC
CONTRIBUTING EMPLOYER0
SYCAMORE ENGINEERING INC
CONTRIBUTING EMPLOYER0
TC ELECTRIC
CONTRIBUTING EMPLOYER0
TECH ELECTRONICS OF INDIANA
CONTRIBUTING EMPLOYER0
THE HOOSIER COMPANY INC
CONTRIBUTING EMPLOYER0
THE STATE GROUP INDUSTRIAL
CONTRIBUTING EMPLOYER0
THOMPSON ELECTRONICS COMPANY
CONTRIBUTING EMPLOYER0
TOTAL ELECTRICAL SYSTEMS TESTI
CONTRIBUTING EMPLOYER0
WEB CONNECTIVITY LLC
CONTRIBUTING EMPLOYER0
WEST ELECTRIC INC
CONTRIBUTING EMPLOYER0
WHALEN ELECTRIC
CONTRIBUTING EMPLOYER0
XL INDUSTRIAL SERVICES INC
CONTRIBUTING EMPLOYER0
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 FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

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