2019-11-13T15:50:15-06:00 2018-12-31 SARFINO AND RHOADES LLP 11921 ROCKVILLE PIKE SUITE 501 NORTH BETHESDA MD 208522794 990 2018-01-01 526038507 ELECTRICAL WELFARE TRUST FUND % FUND MANAGER ELEC 3017311050 10003 DEREKWOOD LANE 130 LANHAM MD 20706 MIKE MCCARRON FUND MANAGER 3017311050 2019-11-13 true BRIAN W DOW CPA P00367740 3017705500 173.166.166.169 52626520193175000005 2019-11-13 P 9F3BBCB6A14FDDC28C4CCAAFB88EDC7B9CE09130 BA0BB1E7351BDD40C70CF638522CFAB103B8B7E0 2018 2020-04-17 16:48:07Z PETER KLEIN FUND MANAGER 10003 DEREKWOOD LANE STE 130 LANHAM MD 20706 249024749 false X WWW.EWTF.ORG X 1949 MD TO PROVIDE WELFARE BENEFITS FOR ELIGIBLE PARTICIPANTS AS AGREED UPON BY THE NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION - WASHINGTON, DC CHAPTER AND IBEW LOCAL UNION NO. 26. 6 0 46 0 0 0 118923766 126728460 2784403 2824808 29933 24027 121738102 129577295 0 0 90833614 101914157 4526448 4734465 0 0 0 990973 1142288 96351035 107790910 25387067 21786385 141893602 160963686 656015 453261 141237587 160510425 TO PROVIDE ACCIDENT, HOSPITAL, MEDICAL, SURGICAL, DENTAL, PRESCRIPTION, VISION, DISABILITY, EMPLOYEE ASSISTANCE, AND DEATH BENEFITS FOR ELIGIBLE PARTICIPANTS AS AGREED UPON BY THE NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION - WASHINGTON, DC CHAPTER AND INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 26. false false 101914157 HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR DEPENDENTS. 101914157 false false false false false false false false false true false false false false false true false false false false false false false false false false false false true false false false false false false false false false false false true false false true 2818 0 true 46 true false false false false false false X 6 0 false false false false false false false true true false false true true true true true true true true false X FUND MANAGER 3017311050 10003 DEREKWOOD LANE SUITE 130 LANHAM MD 20706 JOSEPH DABBS TRUSTEE 0.3 50.0 X 0 158013 37284 GREG WARNER TRUSTEE 0.3 50.0 X 0 143729 36855 THOMAS MYERS TRUSTEE 0.3 50.0 X 0 159071 37315 PAUL MELLA TRUSTEE 0.3 0.0 X 0 0 0 ANDREW PORTER TRUSTEE 0.3 40.0 X 0 187658 0 THOMAS LAWALL TRUSTEE 0.3 0.0 X 0 0 0 FRANCIS DIGUISEPPE TRUSTEE 0.0 0.3 X 0 0 0 PETER KLEIN FUND MANAGER 40.0 0.0 X 248831 0 30673 CRYSTAL MILLIGAN CLAIMS MANAGER 40.0 0.0 X 157140 0 32404 SHARON RIVETT BENEFIT ADMIN SPECIALIST 40.0 0.0 X 105208 0 34497 MICHAEL MCCARRON ACCOUNTING MANAGER 40.0 0.0 X 130053 0 32404 ROBIN BALINT BENEFIT ADMIN SPECIALIST 40.0 0.0 X 134668 0 32404 BRENDA SIMMONS CLAIM EXAMINER 40.0 0.0 X 100483 0 35613 876383 648471 309449 6 false true false CONIFER CONSULTING 1049734 DALE LAW LAW PRACTICE 113401 BASYS IT CONSULTING 502858 CHARTWELL INVESTMENT PARTNERS CONSULTING 203282 SARFINO AND RHOADES ACCOUNTING 111918 5 0 CONTRIBUTIONS FROM EMPLOYEES AND EMPLOYERS 900099 126728460 126728460 126728460 4373699 4373699 0 0 0 0 0 117898563 119447454 -1548891 -1548891 -1548891 0 0 0 0 0 0 0 0 0 DATA ENTRY FEES 900099 22000 22000 MISCELLANEOUS 900099 2027 2027 24027 129577295 126752487 2824808 0 0 0 101914157 101914157 279504 279504 0 3430857 3430857 741608 741608 0 282496 282496 0 167010 167010 122064 122064 0 0 241612 241612 0 0 387470 387470 493011 493011 0 146929 146929 0 0 0 0 0 88631 88631 44714 44714 CONSULTANTS 146611 146611 POSTAGE 101174 101174 PRINTING 120118 120118 ACA FEES 51000 51000 -968056 -968056 107790910 101914157 5876753 13527420 15434924 0 0 0 0 16335617 16391820 0 0 0 0 0 0 0 0 53811 63674 969041 830616 145156 138425 111817062 128920307 0 0 0 0 0 0 14536 14536 141893602 160963686 656015 453261 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 656015 453261 X 0 0 0 0 141237587 160510425 141237587 160510425 141893602 160963686 21786385 -2513547 X false true X true false 50886 23282 27604 875703 768732 106971 42452 38602 3850 138425 127063748 -2513547 -2513547 129577295 129577295 107790910 107790910 107790910 X X X X false false false JOSEPH DABBS TRUSTEE 158013 21788 15496 195297 GREG WARNER TRUSTEE 143729 21359 15496 180584 THOMAS MYERS TRUSTEE 159071 21819 15496 196386 PETER KLEIN FUND MANAGER 241677 7154 15773 14900 279504 ANDREW PORTER TRUSTEE 187658 187658 CRYSTAL MILLIGAN CLAIMS MANAGER 157140 16908 15496 189544 MICHAEL MCCARRON ACCOUNTING MANAGER 130053 16908 15496 162457 ROBIN BALINT BENEFIT ADMIN SPECIALIST 134668 16908 15496 167072 FORM 990, PART VI, LINE 19 DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, LINE 11B A COPY OF THE FINAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE BOARD OF TRUSTEES, PRIOR TO FILING. FORM 990, PART VI, LINE 12C MONITORING AND COMPLIANCE IS FACILITATED BY COMPLETION AND SUBMISSION OF A WRITTEN DISCLOSURE FORM BY ALL TRUSTEES, OFFICERS AND KEY EMPLOYEES, PROVIDING IN DETAIL ANY EVENTS THAT GIVE RISE TO CONFLICT OF INTEREST. FORM 990, PART VI, LINE 15 THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL AND ANY OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION ARE REVIEWED AND APPROVED BY A GROUP OF TRUSTEES WHO DO NOT HAVE CONFLICT OF INTEREST WITH RESPECT TO COMPENSATION ARRANGEMENT. COMPENSATION IS DETERMINED USING DATA OF COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. FORM 990, PART VI, LINE 1A AND 1B THE GOVERNING BODY CONSISTS OF SIX MEMBERS NONE OF WHOM ARE COMPENSATED BY THE ORGANIZATION. HOWEVER, ALL SIX ARE COMPENSATED BY EMPLOYERS THAT CONTRIBUTE TO THE VEBA AND ARE NOW CONSIDERED RELATED PARTIES BASED ON THE NEW INSTRUCTIONS OF THE FORM 990. TWO OF THE SIX ARE COMPENSATED BY FOR-PROFIT ENTITIES AND MEET THE VOLUNTEER EXEMPTION REQUIREMENT FOR REPORTING COMPENSATION ON THE FORM 990. see attached schedule NA false see attached schedule na see attached schedule false false true false false false false false false false false false false false false false false false false SEE ATTACHED SCHEDULE 1c CASH