2018-11-09T14:44:37-06:00 2017-12-31 SARFINO AND RHOADES LLP 11921 ROCKVILLE PIKE SUITE 501 NORTH BETHESDA MD 208522794 990 2017-01-01 526038507 ELECTRICAL WELFARE TRUST FUND % FUND MANAGER ELEC 3017311050 10003 DEREKWOOD LANE 130 LANHAM MD 20706 PETER KLEIN FUND MANAGER 3017311050 2018-11-08 true BRIAN W DOW CPA P00367740 3017705500 173.166.166.169 52626520183135000002 2018-11-09 P 9F3BBCB6A14FDDC28C4CCAAFB88EDC7B9CE09130 9F3BBCB6A14FDDC28C4CCAAFB88EDC7B9CE09130 2017 2019-02-21 02:37:17Z PETER KLEIN FUND MANAGER 10003 DEREKWOOD LANE STE 130 LANHAM MD 20706 203567731 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 47 0 0 8500 0 96763909 118923766 6684864 2784403 54119 29933 103511392 121738102 0 0 83048940 90833614 4241302 4526448 0 0 0 1277576 990973 88567818 96351035 14943574 25387067 115602867 141893602 609322 656015 114993545 141237587 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 90833614 HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR DEPENDENTS. 90833614 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 2635 0 true 47 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 148723 34942 greg warner TRUSTEE 0.3 50.0 X 0 136086 34563 thomas myers TRUSTEE 0.3 50.0 X 0 149739 34973 Paul Mella TRUSTEE 0.3 0.0 X 0 0 0 ANDREW PORTER TRUSTEE 0.3 40.0 X 0 250929 43140 THOMAS LAWALL TRUSTEE 0.3 0.0 X 0 0 0 PETER KLEIN FUND MANAGER 40.0 0.0 X 213638 0 28661 CRYSTAL MILLIGAN CLAIMS MANAGER 40.0 0.0 X 152606 0 30232 SHARON RIVETT Benefit Admin Specialist 40.0 0.0 X 101936 0 30509 JULIE LINKINS FORMER ACCOUNTING MANAGER 40.0 0.0 X 110070 0 21920 ROBIN BALINT BENEFIT ADMIN SPECIALIST 40.0 0.0 X 124182 0 30232 702432 685477 289172 5 false true false BASYS IT CONSULTING 415656 DALE LAW LEGAL 233589 CHARTWELL INVESTMENT PARTNERS CONSULTING 154109 Conifer consulting 933020 SARFINO AND RHOADES ACCOUNTING 104594 6 X 0 CONTRIBUTIONS FROM EMPLOYEES AND EMPLOYERS 900099 118923766 118923766 118923766 3063768 3063768 0 0 0 0 0 81550264 81829629 -279365 -279365 -279365 0 0 0 0 0 0 0 0 0 DATA ENTRY FEES 900099 26000 26000 MISCELLANEOUS 900099 3933 3933 29933 121738102 118953699 2784403 X 0 0 0 90833614 90833614 242299 242299 0 3318610 3318610 678665 678665 0 286874 286874 0 192386 192386 102078 102078 0 0 188166 188166 0 0 359692 359692 437734 437734 0 138578 138578 0 0 0 0 0 72688 72688 32141 32141 CONSULTANTS 129356 129356 POSTAGE 98111 98111 PRINTING 105256 105256 ACA FEES 45530 45530 -910743 -910743 96351035 90833614 5517421 X 10221505 13527420 0 0 0 0 13050737 16335617 0 0 0 0 0 0 0 0 79686 53811 887142 741986 175251 145156 92061152 111817062 0 0 0 0 0 0 14536 14536 115602867 141893602 609322 656015 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 609322 656015 X 0 0 0 0 114993545 141237587 114993545 141237587 115602867 141893602 25387067 856975 X false true X true false 50886 18193 32693 793804 689811 103993 42452 33982 8470 145156 122595077 856975 856975 121738102 121738102 96351035 96351035 96351035 X X X X false false false Joseph Dabbs TRUSTEE 148723 20096 14846 183665 greg warner TRUSTEE 136086 19717 14846 170649 thomas myers TRUSTEE 149739 20127 14846 184712 PETER KLEIN FUND MANAGER 208746 4892 14633 14028 242299 ANDREW PORTER TRUSTEE 213420 37509 43140 294069 CRYSTAL MILLIGAN CLAIMS MANAGER 152606 15636 14596 182838 ROBIN BALINT BENEFIT ADMIN SPECIALIST 124182 15636 14596 154414 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