2019-11-07T20:07:30-06:00 2019-06-30 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2018-07-01 520951104 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS' PENSION BENEFIT FUND INTE 2027286200 900 7TH STREET NW WASHINGTON DC 20001 KENNETH W COOPER TRUSTEE 2027286200 2019-11-07 1 STEVEN C DARR CPA CMA P01324904 2023319880 38.100.43.100 2019-11-07 21:06:54 ES P 099BB351ED5C43DB8E4A0DD96B056B1430213725 099BB351ED5C43DB8E4A0DD96B056B1430213725 2018 2020-03-31 21:24:44Z KENNETH W COOPER 900 7TH STREET NW WASHINGTON DC 20001 1723075734 0 X NONE X 1927 DC TO PROVIDE PENSION & DEATH BENEFITS TO QUALIFYING PARTICIPANTS OF THE PLAN. 11 0 0 0 41643 15359 0 0 78419346 82623264 119704913 106824611 -411348 -1083470 197712911 188364405 0 0 159580402 161267627 0 0 0 0 0 9999321 9400072 169579723 170667699 28133188 17696706 2168541956 2182945750 52620788 19612434 2115921168 2163333316 TO PROVIDE PENSION & DEATH BENEFITS TO QUALIFYING PARTICIPANTS OF THE PLAN. 0 0 PROVIDED PENSION & DEATH BENEFITS TO QUALIFYING PARTICIPANTS OF THE PLAN. 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 116674 0 1 0 1 1 1 CA 0 0 0 0 0 0 X 11 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X KENNETH W COOPER TRUSTEE 2027286200 900 7TH STREET NW WASHINGTON DC 20001 LONNIE R STEPHENSON TRUSTEE 1.00 40.00 X 0 472477 230140 JOSEPH P CALABRO TRUSTEE 1.00 10.00 X 0 50501 58800 MYLES J CALVEY TRUSTEE 1.00 10.00 X 0 50717 58800 PATRICK LAVIN TRUSTEE 1.00 10.00 X 0 50717 58800 WILLIAM W RILEY TRUSTEE 1.00 10.00 X 0 50920 58800 ROSS GALBRAITH TRUSTEE 1.00 10.00 X 0 0 25848 CHRIS ERIKSON TRUSTEE 1.00 10.00 X 0 59056 62631 JAMES BURGHAM TRUSTEE 1.00 10.00 X 0 50501 58800 KENNETH W COOPER TRUSTEE 1.00 44.00 X 0 387489 209632 FRANK FURCO TRUSTEE 1.00 10.00 X 0 50560 58800 JOHN EASTON JR TRUSTEE 1.00 10.00 X 0 50550 55893 0 1273488 936944 0 0 1 0 INT'L BROTHERHOOD OF ELECTRICAL WORKERS 900 7TH STREET NW WASHINGTON DC 20001 ADMINISTRATION 2625000 BNY MELLON 135 SANTILLI HIGHWAY EVERETT MA 02149 CUSTODIAN/ADMIN 1569620 ULLICO INVESTMENT ADVISORS 1625 I STREET NW WASHINGTON DC 20006 INVESTMENT MANAGEMENT 882549 VICTORY CAPITAL MANAGEMENT 4900 TIEDEMAN ROAD 4TH FLOOR BROOKLYN OH 44144 INVESTMENT MANAGEMENT 584324 STERLING CAPITAL 4350 CONGRESS STREET CHARLOTTE NC 28209 INVESTMENT MANAGEMENT 534077 17 PARTICIPANT CONTRIBUTI 900099 82623264 82623264 82623264 35085614 41643 35043971 1606450326 1534711329 71738997 71738997 71738997 COMM RECAPTURE REBATES 900099 9921 9921 CURRENCY EXCHANGE LOSS 900099 -1093391 -1093391 -1083470 188364405 82623264 41643 105699498 161267627 137866 60256 5147417 1313628 104747 CONTRACT ADMINSTRATOR F 2625000 DUES & SUBSCRIPTIONS 4000 TAXES 2331 4827 170667699 308957 268075 70377513 9418155 6211350 5443013 50000 50000 1889911427 2006984863 192044822 150787031 9637887 9994613 2168541956 2182945750 1160049 1028897 8276314 9741889 43184425 8841648 52620788 19612434 X 2115921168 2163333316 2115921168 2163333316 2168541956 2182945750 X 17696706 10005756 19709686 X X 0 1 X 1 0 0 LIMITED PARTNERSHIPS 146745353 F OTHER ALTERNATIVE INVESTMENTS 4041678 F 150787031 SECURITIES PURCHASES PENDING SETTLEMENT WITH BROKER 8721938 DUE FROM IBEW 119710 8841648 X 193222744 10005756 10005756 183216988 5147417 5147417 188364405 165520282 0 165520282 5147417 5147417 170667699 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION. PLAN MANAGEMENT HAS DETERMINED THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE ADJUSTMENT TO, OR DISCLOSURE IN, THESE FINANCIAL STATEMENTS. THE PLAN IS NO LONGER SUBJECT TO FEDERAL AND STATE TAX EXAMINATIONS BY EITHER TAX AUTHORITY FOR YEARS BEFORE THE YEAR ENDED JUNE 30, 2016. 0 1 0 LONNIE R STEPHENSON TRUSTEE 0 385375 0 0 0 87102 0 197217 0 32923 0 702617 0 0 KENNETH W COOPER TRUSTEE 0 340426 0 0 0 47063 0 176709 0 32923 0 597121 0 0 PART I, LINE 4B PENSION BENEFITS AS PROVIDED BY THE INTERNATIONAL CONSTITUTION OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS EXCEED THE IRS QUALIFIED COMPENSATION LIMITS AND ARE THEREFORE PROVIDED BY A SUPPLEMENTAL RETIREMENT PLAN ON BEHALF OF THE IBEW'S INTERNATIONAL PRESIDENT AND INTERNATIONAL SECRETARY-TREASURER. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY SENIOR EXECUTIVE STAFF AND BOTH THE INTERNATIONAL PRESIDENT AND THE INTERNATIONAL SECRETARY TREASURER. FORM 990, PART VI, SECTION B, LINE 12C THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS POSTS ITS CONFLICT OF INTEREST POLICY ON ITS INTRANET AND ANNUALLY FOLLOWS UP ON ANY COMMUNICATIONS OF POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS ARE MADE AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART XI, LINE 9: DIVIDEND FROM SUBSIDIARY 19,709,686. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. 501(C)(2) 0 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 900 7TH STREET NW WASHINGTON DC 20001 530088380 LABOR UNION DC 501(C)(5) N/A 0 INT'L BROTHERHOOD OF ELECTRICAL WORKERS EDUCATIONAL COMMITTEE 900 7TH STREET NW WASHINGTON DC 20001 522257109 SEPARATE SEGREGATED FUND DC 527 INT'L BROTHERHOOD OF ELECTRICAL WORKERS 0 INT'L BROTHERHOOD OF ELECTRICAL WORKERS COPE VOLUNTARY 900 7TH STREET NW WASHINGTON DC 20001 526147771 SEPARATE SEGREGATED FUND DC 527 INT'L BROTHERHOOD OF ELECTRICAL WORKERS 0 PENSION PLAN FOR OFFICE EMPLOYEES OF THE IBEW 900 7TH STREET NW WASHINGTON DC 20001 530088380 PENSION PLAN DC 401(A) & 501(A) N/A 0 PENSION PLAN INTL OFF REPR& ASSIST OF IBEW 900 7TH STREET NW WASHINGTON DC 20001 530088380 PENSION PLAN DC 401(A) & 501(A) N/A 0 INT'L BROTHERHOOD OF ELECTRICAL WORKERS 401K PLAN 900 7TH STREET NW WASHINGTON DC 20001 530088380 PENSION PLAN DC 401(A) & 501(A) N/A 0 UNION ELECTRICAL INDUSTRY MASTER TRUST 900 7TH STREET NW WASHINGTON DC 20001 416511223 PENSION PLAN - MASTER TRUST DC 401(A) & 501(A) N/A 0 MONITOR INC 900 7TH STREET NW WASHINGTON DC 20001 161727562 PROMOTE & PROTECT THE ECONOMIC INTERESTS OF DOMESTIC MANUFACTURERS,SUPPLIERS DC 501(C)(6) N/A 0 IBEW HEADQUARTERS BUILDING LLC 601 THIRTEENTH STREET NW 300 WASHINGTON DC 20005 201187115 REAL ESTATE DC N/A INDURE REAL ESTATE INVESTMENT TRUST INC 900 7TH STREET NW SUITE 600 WASHINGTON DC 20001 263698800 INVESTMENT IN REAL ESTATE DC IBEW PENSION BENEFIT FUND C 5049463 117122921 0.55210 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1