BETA

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS (EIN 22-1537766)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-06
IRS object ID
201843109349302634
Schema version
2017v2.3
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)
Return2018-11-06T17:39:10-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222951202PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MSPC CPAS & ADVISORS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1340 NORTH AVENUE EASTAddressLine1Txt
CityCRANFORDCityNm
State AbbreviationNJStateAbbreviationCd
ZIP070162496ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN221537766EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOINT WELFARE BOARD LOCAL #164 - IBEWBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINTEBusinessNameControlTxt
Phone9732284200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1425 EAGLE ROCK AVENUEAddressLine1Txt
CityROSELANDCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07068ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT FARINAPersonNm
Person TitleFUND ADMINISTRATORPersonTitleTxt
Phone9732284200PhoneNum
Signature2018-11-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJON S GAGLIARDIPreparerPersonNm
PTINP00528721PTIN
Phone9082727000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address107.0.40.162IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-06IPDt
IP Tm17:39:03IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdCD71869BFC494223FABD92E93AB0669CE7B22062AtSubmissionCreationDeviceId
At Submission Filing Device IdBBC6FF48F749624228983DC5C77016F783C914CCAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerROBERT FARINAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1204 EAGLE ROCK AVENUEAddressLine1Txt
CityROSELANDCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07068ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$133,882,810GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1952FormationYr
Legal Domicile StateNJLegalDomicileStateCd
Activity Or MissionTO PROVIDE MEDICAL AND OTHER RELATED TYPE BENEFITS.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$65,381,455PYProgramServiceRevenueAmt
CY Program Service Revenue$71,357,712CYProgramServiceRevenueAmt
PY Investment Income$5,372,611PYInvestmentIncomeAmt
CY Investment Income$2,355,596CYInvestmentIncomeAmt
PY Other Revenue$1,211,762PYOtherRevenueAmt
CY Other Revenue$944,048CYOtherRevenueAmt
PY Total Revenue$71,965,828PYTotalRevenueAmt
CY Total Revenue$74,657,356CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$46,271,860PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$54,295,774CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,734,817PYOtherExpensesAmt
CY Other Expenses$3,775,506CYOtherExpensesAmt
PY Total Expenses$50,006,677PYTotalExpensesAmt
CY Total Expenses$58,071,280CYTotalExpensesAmt
PY Revenues Less Expenses$21,959,151PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$16,586,076CYRevenuesLessExpensesAmt
Total Assets BOY$129,827,311TotalAssetsBOYAmt
Total Assets EOY$153,745,437TotalAssetsEOYAmt
Total Liabilities BOY$1,192,873TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,263,203TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$128,634,438NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$152,482,234NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS COVERED UNDER THE COLLECTIVE BARAGAINING AGREEMENT.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
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 Document871IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
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
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
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 Policy0DocumentRetentionPolicyInd
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 Line1FABIAN & BYRN LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9732284200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1425 EAGLE ROCK AVE SUITE 105AddressLine1Txt
CityROSELANDCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07068ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
CHERYL ADELUNG
EMPLOYER TRUSTEE1.00Yes (X)$0$0$0
DAN KELLY
EMPLOYER TRUSTEE1.00Yes (X)$0$0$0
VICTOR DAIDONE
EMPLOYER TRUSTEE1.00Yes (X)$0$0$0
JAMES ESTABROOK
EMPLOYER TRUSTEE1.00Yes (X)$0$0$0
CHRISTOPHER BIOLETTI
UNION TRUSTEE1.00Yes (X)$0$0$0
KELLY WHALEN
UNION TRUSTEE1.00Yes (X)$0$0$0
STANLEY JAWORSKI
UNION TRUSTEE1.00Yes (X)$0$0$0
DANIEL GUMBLE
UNION TRUSTEE1.00Yes (X)$0$215,746$039.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$215,746TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
HORIZON BLUE CROSS
PO BOX 15306NEWARKNJ071055306MEDICAL CLAIMS CONSULTANT$1,243,062
FABIAN & BYRN LLC
204 EAGLE ROCK AVENUEROSELANDNJ07068THIRD PARTY ADMINISTRATOR$698,728
ZELIS CLAIMS INTEGRITY
2 CROSSROADS DRIVEBEDMINSTERNJ07921MEDICAL CLAIMS CONSULTANT$683,212
GLOBAL PHARMACEUTICAL BENEFITS LLC
222 LAFAYETTE STREETNEWARKNJ07105MEDICAL CLAIMS CONSULTANT$557,095
RAMIREZ ASSET MANAGEMENT
61 BROADWAYNEW YORKNY10006INVESTMENT MANAGEMENT$107,109
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CONTRACTOR CONTRIBUTION900099$70,102,548$70,102,548
MEMBER SELF-PAYMENTS900099$1,255,164$1,255,164
FieldValueIRS element (for citing)
Total Program Service Revenue$71,357,712TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,869,541TotalRevenueColumnAmt
Exclusion$2,869,541ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$58,711,509SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$59,225,454SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$513,945SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$513,945TotalRevenueColumnAmt
Exclusion-$513,945ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RETIREE DRUG SUBSIDY900099$527,764$527,764
GENERAL PRESCRIPTION PROGRAM900099$416,284$416,284
FieldValueIRS element (for citing)
Other Revenue Total$944,048OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$74,657,356TotalRevenueColumnAmt
Related Or Exempt Func Income$72,301,760RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,355,596ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$54,295,774TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$698,728TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$90,557TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$90,765TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$244,374TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,602,825TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$16,903TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$495TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$10,471TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
ACA PATIENT - RESEARCH$19,052
DUES$1,336

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$58,071,280TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,518,217BOYAmt
EOY$3,363,163EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$16,272,171BOYAmt
EOY$9,904,396EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$83,502,271BOYAmt
EOY$103,873,616EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$22,816,432BOYAmt
EOY$27,974,565EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$5,718,220BOYAmt
EOY$8,629,697EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$129,827,311BOYAmt
EOY$153,745,437EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$131,835BOYAmt
EOY$180,804EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,061,038BOYAmt
EOY$1,082,399EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,192,873BOYAmt
EOY$1,263,203EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

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$128,634,438BOYAmt
EOY$152,482,234EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$128,634,438BOYAmt
EOY$152,482,234EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$129,827,311BOYAmt
EOY$153,745,437EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$16,586,076ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$7,261,720NetUnrlzdGainsLossesInvstAmt
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

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescCOMMON COLLECTIVE TRUSTDesc
Book Value$27,974,565BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$27,974,565TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (5 entries)

DescDescBook ValueBookValueAmt
EMPLOYERS CONTRIBUTION RECEIVABLE$7,695,332
ACCRUED INTEREST RECEIVABLE$654,825
PREPAID EXPENSES$114,760
RETIREE DRUG SUBSIDY$78,260
GENERAL PRESCRIPTION PLAN$86,520
FieldValueIRS element (for citing)
Total Book Value Other Assets$8,629,697TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
RECIPROCAL PAYABLE$643,199
BENEFIT OBLIGATIONS PAYABLE$439,200
FieldValueIRS element (for citing)
Total Liability$1,082,399TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$81,674,702TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$7,261,720NetUnrealizedGainsInvstAmt
Revenue Not Reported$7,261,720RevenueNotReportedAmt
Revenue Subtotal$74,412,982RevenueSubtotalAmt
Investment Expenses Not Incld$244,374InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$244,374RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$74,657,356TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$57,795,806TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$57,795,806ExpensesSubtotalAmt
Investment Expenses Not Incld2$244,374InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$31,100OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$275,474ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$58,071,280TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE PLAN HAS RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE STATING THAT IT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(9). 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 (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 DECEMBER 31,2017, THERE ARE NO UNCERTAIN 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. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2014.
PART XII, LINE 4B - OTHER ADJUSTMENTS:CHANGE IN HEALTH CLAIMS PAYABLE 31,100.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDANIEL GUMBLEPersonNm
TitleUNION TRUSTEETitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$215,746CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$215,746TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BBOARD MEMBERS ARE PROVIDED A CLIENT COPY FOR REVIEW PRIOR TO FILING.
FORM 990, PART VI, SECTION C, LINE 18JOINT WELFARE BOARD'S CONSTITUION AND BYLAWS ARE AVAILABLE ON THE DEPARTMENT OF LABOR WEBSITE IN ADDITION TO BEING FURNISHED UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19JOINT WELFARE BOARD'S CONSTITUION AND BYLAWS ARE AVAILABLE ON THE DEPARTMENT OF LABOR WEBSITE IN ADDITION TO BEING FURNISHED UPON REQUEST.
FORM 990, PART XII, LINE 2C:THE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND THE ELECTION OF INDEPENDENT ACCOUNTANTS. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxt
IBEW #164 ANNUITY FUND
204 EAGLE ROCK AVENUEROSELANDNJ07068226031200PROVIDE ANNUITY BENEFITS FOR LOCAL 164 MEMBERSNJSECTION 401(A)0
IBEW #164 PENSION FUND
204 EAGLE ROCK AVENUEROSELANDNJ07068226031199PROVIDE PENSION BENEFITS FOR LOCAL 164 MEMBERSNJSECTION 401(A)0
IBEW #164 APPRENTICESHIP FUND
65 WEST CENTURY ROADPARAMUSNJ07652226029937PROVIDE ELECTRICAL TRAINING FOR LOCAL 164 MEMBERSNJSECTION 501(C)(3)0SEC 170(B)(1)(A)(II)
IBEW #164 LMCC
204 EAGLE ROCK AVENUEROSELANDNJ07068222693287PROVIDE DRUG TESTING SERVICES FOR LOCAL 164 MEMBERSNJSECTION 501(C)(5)0
IBEW LOCAL UNION #164
205 ROBIN ROADPARAMUSNJ07652221010190PROMOTE THE WELL BEING OF MEMBERS BY PROVIDING A VARIETY OF PROGRAMS/SERVICENJSECTION 501(C)(5)0
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 Org0TransferFromOtherOrgInd

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