NECA IBEW FAMILY MEDICAL CARE TR FUND: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
NECA IBEW FAMILY MEDICAL CARE TR FUND (EIN 75-3198514)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-14
IRS object ID
201403189349307560
Schema version
2013v3.0
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)
Return2014-11-14T15:16:46-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN470900880PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CALIBRE CPA GROUP PLLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17501 WISCONSIN AVENUE SUITE 1200AddressLine1
Address Line2WESTAddressLine2
CityBETHESDACity
StateMDState
ZIP Code20814ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN753198514EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NECA IBEW FAMILY MEDICAL CARE TRUST FUNDBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlNECABusinessNameControlTxt
Phone3015564300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12400 RESEARCH BOULEVARD NO 500AddressLine1
CityROCKVILLECity
StateMDState
ZIP Code208503266ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSALVATORE J CHILIAGEARY HIGGINSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3015564300PhoneNum
Signature2014-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT E HALLBERG CPAPreparerPersonNm
PTINP01081188PTIN
Phone2023319880PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLAWRENCE BRADLEYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1EXECUTIVE DIRECTORAddressLine1
CityROCKVILLECity
StateMDState
ZIP Code20850ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$255,891,382GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.NIFMCP.COMWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation2006FormationYr
Legal Domicile StateGALegalDomicileStateCd
Activity Or MissionHEALTH AND WELFARE FUNDActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
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$161,823,643PYProgramServiceRevenueAmt
CY Program Service Revenue$177,444,255CYProgramServiceRevenueAmt
PY Investment Income$3,761,100PYInvestmentIncomeAmt
CY Investment Income$3,091,797CYInvestmentIncomeAmt
PY Other Revenue$31,403PYOtherRevenueAmt
CY Other Revenue$36,979CYOtherRevenueAmt
PY Total Revenue$165,616,146PYTotalRevenueAmt
CY Total Revenue$180,573,031CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$138,784,029PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$157,474,978CYBenefitsPaidToMembersAmt
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$5,644,390PYOtherExpensesAmt
CY Other Expenses$5,733,491CYOtherExpensesAmt
PY Total Expenses$144,428,419PYTotalExpensesAmt
CY Total Expenses$163,208,469CYTotalExpensesAmt
PY Revenues Less Expenses$21,187,727PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$17,364,562CYRevenuesLessExpensesAmt
Total Assets BOY$138,166,651TotalAssetsBOYAmt
Total Assets EOY$173,365,312TotalAssetsEOYAmt
Total Liabilities BOY$13,251,247TotalLiabilitiesBOYAmt
Total Liabilities EOY$13,695,940TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$124,915,404NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$159,669,372NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE MEMBERS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE MEDICAL, LIFE, TEMPORARY DISABILITY, ACCIDENTAL DEATH AND DISMEMBERMENT, PRESCRIPTION DRUG, DENTAL AND VISION BENEFITS TO ELIGIBLE PARTICIPANTS, DEPENDENTS AND BENEFICIARIES.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 Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
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 Required0ScheduleJRequiredInd
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 Document1010IRPDocumentCnt
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
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
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 PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJOEL FRANCE COMPUSYS INCPersonNm
Phone8019731001PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12156 W 2200 SOUTHAddressLine1
CitySALT LAKE CITYCity
StateUTState
ZIP Code841191376ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
SALVATORE J CHILIA
TRUSTEE3.00Yes (X)$0$0$0
GEARY HIGGINS
TRUSTEE3.00Yes (X)$0$0$0
ROBERT P KLEIN
TRUSTEE3.00Yes (X)$0$0$0
DARRELL L MCCUBBINS
TRUSTEE3.00Yes (X)$0$0$0
LARRY MOTER
TRUSTEE3.00Yes (X)$0$0$0
KEVIN TIGHE
TRUSTEE3.00Yes (X)$0$0$0
JERRY SIMS
TRUSTEE3.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
ANTHEM
3350 PEACHTREE ROADATLANTAGA30326MEDICAL PPO PROVIDER$4,520,797
COMPUSYS OF UTAH
2156 WEST 2200 SOUTHWEST VALLEYUT84119THIRD PARTY ADMINISTRATOR$3,110,664
METLIFE
501 US HIGHWAY 22 2ND FLOOR - WEBRIDGEWATERNJ08807MEDICAL PPO PROVIDER$485,930
MED-CARE MANAGEMENT INC
2090 PALM BEACH LAKES BLVDWEST PALM BEACHFL33409MANAGEMENT$389,956
POTTS-DUPRE DIFEDE & HAWKINS
900 SEVENTH ST NW SUITE 1020WASHINGTONDC20001LEGAL$257,782
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K13CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$163,319,981$163,319,981
PART. CONTRIBUTIONS900099$10,573,912$10,573,912
PRESCRIPTION BENEFIT REBATES900099$2,360,138$2,360,138
MEDICARE PART D SUBSIDY900099$971,484$971,484
SUBROGATION INCOME900099$218,740$218,740
FieldValueIRS element (for citing)
Total Program Service Revenue$177,444,255TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,959,664TotalRevenueColumnAmt
Exclusion$2,959,664ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$75,450,484SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$75,318,351SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$132,133SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$132,133TotalRevenueColumnAmt
Exclusion$132,133ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$36,979TotalRevenueColumnAmt
Exclusion$36,979ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$36,979OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$180,573,031TotalRevenueColumnAmt
Related Or Exempt Func Income$177,444,255RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,128,776ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$157,474,978TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$426,093TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$180,781TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$238,336TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,962,121TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$634,255TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$41,240TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$24,622TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$50,947TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
BANK FEES$136,524
MISCELLANEOUS$38,572

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$163,208,469TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY-$2,007,398BOYAmt
EOY-$65,767EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$12,139,444BOYAmt
EOY$15,979,243EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$20,160,257BOYAmt
EOY$22,660,882EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$60,893BOYAmt
EOY$176,069EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$107,813,455BOYAmt
EOY$124,236,606EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$10,378,279EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$138,166,651BOYAmt
EOY$173,365,312EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$825,365BOYAmt
EOY$118,754EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$12,425,882BOYAmt
EOY$13,577,186EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$13,251,247BOYAmt
EOY$13,695,940EOYAmt
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$124,915,404BOYAmt
EOY$159,669,372EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$124,915,404BOYAmt
EOY$159,669,372EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$138,166,651BOYAmt
EOY$173,365,312EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$17,364,562ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,683,045NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$13,706,361OtherChangesInNetAssetsAmt
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)
DescULLICO DIVERSIFIED INTERNATIONAL EQUITY FUNDDesc
Book Value$10,378,279BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$10,378,279TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DUE TO BROKERS$1,812,350
RECIPROCITY CONTRIBUTIONS PAYABLE$711,286
SEGREGATED MERGER ASSETS$11,053,550
FieldValueIRS element (for citing)
Total Liability$13,577,186TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$184,017,740TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$3,683,045NetUnrealizedGainsInvstAmt
Revenue Not Reported$3,683,045RevenueNotReportedAmt
Revenue Subtotal$180,334,695RevenueSubtotalAmt
Investment Expenses Not Incld$238,336InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$238,336RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$180,573,031TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$162,970,133TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$162,970,133ExpensesSubtotalAmt
Investment Expenses Not Incld2$238,336InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$238,336ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$163,208,469TotalExpensesPerForm990Amt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING. AFTER THE BOARD'S REVIEW, THE FORM IS APPROVED AND FILED.
FORM 990, PART VI, SECTION B, LINE 12CAT LEAST ANNUALLY, THE BOARD OF TRUSTEES IS ASKED TO REVIEW THE CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9:ASSETS TRANSFERRED INTO THE PLAN 13,706,361. ASSETS TRANSFERRED OUT OF THE PLAN
FORM 990, PART XII, LINE 2C:THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (89 entries)

ATLANTIC COAST CHAPTER NECA
ATLANTIC COAST CHAPTER NECA
BIRMINGHAM ELECTRICAL JATC
CALIFORNIA CENTRAL COAST CHAPT
CAROLINAS ELECTRICAL JATC
CDCR REGIONAL ACCT OFFICE-BAKE
CENTRAL FLORIDA ELECTRICAL JATC
CHARLESTON ELECTRICAL LOCAL UN
CHARLOTTE ELECTRICAL JATC
CHATTANOOGA ELECTRICAL
CITY OF ANDERSON INSURANCE
CITY OF POTOSI MISSOURI
CWA LOCAL 3106
DAYTONA BEACH ELECTRICAL J A T
DEPT OF CORRECTIONS
ELECTRIC POWER BOARD OF CHATTANOOGA
FLORIDA STATE BUILDING TRADES
HAMPTON ROADS JATC
IBEW LOCAL 1613
IBEW LOCAL #760
IBEW LOCAL #852
IBEW LOCAL 1925
IBEW LOCAL 270
IBEW IO
IBEW 1347
IBEW 1347
IBEW 175 FCU
IBEW 684
IBEW LOCAL #1516
IBEW LOCAL #441
IBEW LOCAL 1316
IBEW LOCAL 1340
IBEW LOCAL 1464
IBEW LOCAL 1531
IBEW LOCAL 177
IBEW LOCAL 21
IBEW LOCAL 229
IBEW LOCAL 332
IBEW LOCAL 342
IBEW LOCAL 379
IBEW LOCAL 412
IBEW LOCAL 464
IBEW LOCAL 553
IBEW LOCAL 639
IBEW LOCAL 673
IBEW LOCAL 676
IBEW LOCAL 756
IBEW LOCAL 776
IBEW LOCAL 934
IBEW LOCAL UNION #175
IBEW LOCAL UNION #295
IBEW LOCAL UNION #700
IBEW LOCAL UNION 136
IBEW LOCAL UNION 429
IBEW LOCAL UNION 602
IBEW LOCAL UNION 606
IBEW LOCAL UNION NO 715
IBEW LU #446
IBEW LU 1439
IBEW LU 2088
IBEW NO 474
JACKSONVILLE ELECTRICAL JATC
KERN COUNTY
KNOXVILLE ELECTRICAL JATC
LAKE CHARLES ELECTRICAL JATC
LOCAL #443
LOCAL #861INTERNATIONAL BROTHE
LOCAL UNION 241
LOCAL UNION 684
LOCAL UNION 684
LOCAL UNION 984
LOCAL UNION 984
LOUISVILLE CHAPTER NECA
LU474 FEDERAL CREDIT UNIO
MEMPHIS CHAPTER NECA
MEMPHIS ELECTRICAL JATC
MOORHEAD PUBLIC SERVICE
NASHVILLE ELECTRICAL JATC
NATIONAL NECA
NCECI
NJATC
NORTH FLORIDA CHAPTER NECA
ORANGE COUNTY ELECTRICAL TRAIN
RELEIGH DURHAM JATC
STATE OF CALIFORNIA
SWLA CHAPTER OF NECA
WEST TEXAS CHAPTER JATC
WEST TEXAS CHAPTER NECA
YORK ELECTRICIANS JATC

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (33 entries)

ACDC TECH SERVICES
ALABAMA CABLING & ELEC
AL'S CERTIFIED SAFE & LOCK
BIG VALLEY ELECTRIC
BLACKWATER ELECTRIC CO
BRIDGEPORT CONNECTIONS
COMMNET CABLING
DEREK EHINGER ELECTRIC
EI TECHNICAL SERVICE
GENERATIONS OF ELECTRICAL SERV
J & H
JDS ELECTRIC
JOHN ANGLIN CONSULTANTS
JOHNSON PELTIER ELEC CONTRACT
K W ENTERPRISES
KC ELECTRIC
KELLY HENSON ELECTRIC
KEVIN HARRIS H & S ELECTRICAL
MITCHELL ELECTRIC
OMSTEAD ELECTRIC CONSTRUCTION
PAT WEBB ELECTRIC CO
S & J ENTERPRISES
SOUTH VALLEY ELECTRIC
SULLIVAN SOLAR POWER
TOMLIN ELECTRIC
VANCIU ELECTRIC
WYSE ELECTRIC
DACON
G-UB-MK CONSTRUCTORS
LAMORTE ELECTRIC
SHIMMICK OBAYASHI JOINT VENTU
SIMPLEX GRINNELL LP
SUNBELT ELECTRICAL SERVICES

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (812 entries)

3MC MOBILE & MECHANICAL REPAIR INC
A & H COMMUNICATIONS INC
A & R ELECTRIC INC
A L S ENTERPRISES INC
A&S ELECTRICAL CONTRACTORS INC
A J GOULDER ELECTRIC INC
A-1 ELECTRIC INC
A-1 ELECTRIC SERVICE COMP INC
AAA-ZEE DIVERSIFIED INC
AARON'S ELECTRICAL WORKS INC
ABBOTT ELECTRIC INC
ABCO SOUTH ELECTRICAL CONSTRUC INC
ABCO SOUTH ELECTRICAL CONSTRUC INC
ABERCROMBIE ELEC INC
AC ELECTRIC INC
ACADEMY ELECTRIC INC
ACTION ELECTRIC COMPANY INC
ACTION ELECTRIC CORP INC
ACTION ELECTRIC CORP INC
ADMAN ELECTRIC INCORPORATED
ADVANCED ALARM INC
ADVANCED ELEC SPECIALIST INC
ADVANCED ELECTRICAL SYSTEMS INC
ADVENT SYSTEMS INCORPORATED
AECADVANCED ELEC CO INC
AIR CONDITION CONTROL INC
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WEAVER ELECTRIC INC
WEBSTER ELECTRIC CO INC
WELDTECH SERVICES CORP INC
WELLS ELECTRIC COMPANY INC
WEST RESERVE ELEC INC
WESTERN INDUSTRIAL CONTRACTORS INC
WESTFIELD ELECTRIC INC
WESTPHAL ELECTRIC INC
WHATLEY ELECTRIC LLC INC
WHITE ELECTRICAL CONSTRUCTION INC
WHITEHEAD ELECTRIC CO INC
WICHERT ELECTRIC INC
WILHITE ELECTRIC INC
WILLIAMS ELECTRIC DE INC
WILLIAMS PLANT SERVICES LLC INC
WILLIAMSBURG ELECTRICAL SERVIC INC
WILSON'S ELECTRICAL SERVICES INC
WINGATE ELECTRICAL CONST INC
WOESTE EATON SIGNAL CORP INC
WOMACK ELECTRIC INC
WOOD ELECTRIC INC
WOODS ELECTRIC CO INC
WRANGLER CONSTRUCTION CO LLC INC
YORK RIVER ELECTRIC INC
YOUNG ELECTRIC COMPANY INC
YOUNG'S ELECTRICAL SERVICE INC
ZENITH SYSTEM LLC
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 OrgYes (1)TransferFromOtherOrgInd

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