ELECTRICAL WORKERS LOCAL NO 369 BENEFIT FUND: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ELECTRICAL WORKERS LOCAL NO 369 BENEFIT FUND (EIN 61-0605310)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-10
- IRS object ID
- 201410419349300336
- Schema version
- 2012v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-10T13:26:30-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271235638 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOUNTJOY CHILTON MEDLEY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 462 S FOURTH ST SUITE 2600 | AddressLine1 |
| City | LOUISVILLE | City |
| State | KY | State |
| ZIP Code | 402023445 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 610605310 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELECTRICAL WORKERS LOCAL 369 BENEFIT FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ELEC | NameControl |
| Phone | 5026352611 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 906 MINOMA AVENUE | AddressLine1 |
| City | LOUISVILLE | City |
| State | KY | State |
| ZIP Code | 40217 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES METZINGER | Name |
| Title | CHAIRMAN | Title |
| Phone | 5026352611 | Phone |
| Date Signed | 2014-01-27 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | REBECCA L PHILLIPS CPA | Name |
| PTIN | P00024055 | PTIN |
| Phone | 5027491900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | STAR RAINES | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 906 MINOMA AVENUE | AddressLine1 |
| City | LOUISVILLE | City |
| State | KY | State |
| ZIP Code | 40217 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 62522531 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1976 | YearFormation |
| State Legal Domicile | KY | StateLegalDomicile |
| Activity Or Mission Description | PROVISION OF HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 65 | TotalNbrEmployees |
| Total Nbr Volunteers | 7 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 19438470 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 18601927 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1326473 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2360579 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3556 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2208 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 20768499 | TotalRevenuePriorYear |
| Total Revenue Current Year | 20964714 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 15074052 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 17457549 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 159793 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 177394 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 834053 | OtherExpensePriorYear |
| Other Expenses Current Year | 766714 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 16067898 | TotalExpensesPriorYear |
| Total Expenses Current Year | 18401657 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4700601 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2563057 | RevenuesLessExpensesCY |
| Total Assets BOY | 38664398 | TotalAssetsBOY |
| Total Assets EOY | 39770528 | TotalAssetsEOY |
| Total Liabilities BOY | 515599 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 348907 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 38148799 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 39421621 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVISION OF HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | EMPLOYEE BENEFIT PLAN PROVIDING BENEFITS FOR DEATH, ACCIDENTAL DEATH AND DISMEMBERMENT, MEDICAL CARE, PRESCRIPTION DRUG, HEARING, AND WEEKLY DISABILITY FOR MEMBERS AND RETIREES OF IBEW 369, THEIR DEPENDENTS AND RELATED EMPLOYEES. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 68 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 65 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STAR RAINES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5026352611 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 906 MINOMA AVENUE | AddressLine1 |
| City | LOUISVILLE | City |
| State | KY | State |
| ZIP Code | 40217 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (7 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| CHARLES P ESSEX | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| RUSTY DEAN | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| RICKY GEORGE JR | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| LARRY WENDLER | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| JOHN W TALLY | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| JAMES METZINGER | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| JAMES E STRANGE JR | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | |||||
| 502 EARTH CITY EXPRESSWAY SUITE 20 | EARTH CITY | MO | 63045 | ADMINISTRATIVE SERVICES | 225810 |
| THE SEGAL COMPANY | |||||
| 101 NORTH WACKER DRIVE SUITE 500 | CHICAGO | IL | 606061724 | CONSULTING SERVICES | 130759 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | 16162424 | 16162424 |
| EMPLOYEE CONTRIBUTIONS | 900099 | 2439503 | 2439503 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 18601927 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1089238 | TotalRevenueColumn |
| Exclusion | $1,089,238 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 42829158 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 41557817 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1271341 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1271341 | TotalRevenueColumn |
| Exclusion | $1,271,341 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 2208 | TotalRevenueColumn |
| Exclusion | $2,208 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2208 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20964714 | TotalRevenueColumn |
| Related Or Exempt Function Income | 18601927 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,362,787 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17457549 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132504 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31988 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12902 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35157 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30125 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133144 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140569 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106917 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44079 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58165 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8627 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11387 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8730 | Total |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| ADMINSTRATIVE FEES | 180648 |
| MISCELLANEOUS | 9166 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18401657 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5881471 | BOY |
| EOY | 5437420 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1909573 | BOY |
| EOY | 1511569 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124115 | BOY |
| EOY | 118535 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 275729 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 270878 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16237 | BOY |
| EOY | 4851 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14778004 | BOY |
| EOY | 16594798 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15954998 | BOY |
| EOY | 16103355 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38664398 | BOY |
| EOY | 39770528 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 339723 | BOY |
| EOY | 202962 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 175876 | BOY |
| EOY | 145945 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 515599 | BOY |
| EOY | 348907 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38148799 | BOY |
| EOY | 39421621 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38148799 | BOY |
| EOY | 39421621 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38664398 | BOY |
| EOY | 39770528 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 2563057 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -1290235 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 38782 | OtherCostOrOtherBasis |
| Depreciation | 36282 | Depreciation |
| Book Value | 2500 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 52985 | OtherCostOrOtherBasis |
| Depreciation | 50967 | Depreciation |
| Book Value | 2018 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 74523 | OtherCostOrOtherBasis |
| Depreciation | 74190 | Depreciation |
| Book Value | 333 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 109439 | OtherCostOrOtherBasis |
| Depreciation | 109439 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4851 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| U.S. GOVERNMENT AND AGENCY SECURITIES | 3449826 | F |
| CORPORATE BONDS AND NOTES | 12311087 | F |
| OTHER FIXED INCOME INVESTMENTS | 327772 | F |
| CONSUMER DISCRETIONARY STOCK | 14670 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 16103355 | TotalOfBookValueSecurities |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 19693373 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 19693373 | RevenueSubtotal |
| Other Revenues Not Included | 1271341 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1271341 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 20964714 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 18420551 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 18894 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 18894 | ExpensesNotRptdF990 |
| Expenses Subtotal | 18401657 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 18401657 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLANS ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE, AND, ACCORDINGLY, THE TRUSTS NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE IRS, AND THE PLAN ADMINISTRATOR AND THE PLANS TAX COUNSEL BELIEVE THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE INTERNAL REVENUE CODE. U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. 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 2010. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | REALIZED GAIN ON INVESTMENTS 1,271,341. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | NET DEPRECIATION IN FAIR VALUE OF INVESTMENTS 18,894. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION CONTRACTS WITH ZENITH ADMINISTRATORS TO PERFORM THE MANAGEMENT DUTIES OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11 | AN ELECTRONIC COPY OF FORM 990 IS PROVIDED TO THE GOVERNING BODY PRIOR TO FILING. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILALBE ON REQUEST. |
| FORM 990, PART VI, SECTION B LINE 15: | THE ORGANIZATION DOES NOT COMPENSATE A CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIAL, OFFICERS OR KEY EMPLOYEES. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. THE ORGANIZATION'S BOARD CONTINUES TO SELECT THE INDEPENDENT ACCOUNTANT. THE BOARD MEETS WITH THE INDEPENDENT AUDITOR AT THE CONCLUSION OF THE ANNUAL AUDIT. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV (97 entries)
| 4TH DISTRICT IBEW HEALTH FUND |
| ACCL ENTERPRISES INC |
| ACTION ELECTRICAL CONTRACTORS |
| ADVANCED ELEC SYSTEMS INC |
| ALPHA MECHANICAL SERVICEINC |
| AUTOMATED CONTROLS & POWER IN |
| B & B ELEC CO INC |
| BANTA ELEC CONTRACTORS INC |
| BECC ELECTRIC |
| BECHTEL CONSTRUCTION CO |
| BELCO ELECTRIC |
| BMV ELECTRIC LLC |
| BROADWAY ELECTRIC SERVICECORP |
| BROWN ELECTRIC CO INC |
| BYRON ELECTRIC DIVISION OF UNI |
| COMSTOCK BROS ELEC CO |
| CONTI ELECTRIC INC |
| CONTRA COSTA CTY ELEC WORKERS |
| COOLEY & SPALDING |
| DAVIS PICKERING & CO INC |
| DELTA SERVICES LLC |
| DIECKS ELECTRIC CO |
| DIXON ELECTRICAL SYSTEMS |
| DUNN ELECTRIC LLC |
| ECO ELECTRIC LLC |
| ELEC-TECH SERVICES INC |
| ERMCO INC |
| FALCO ELECTRIC CO INC |
| FENTON ELECTRIC CO |
| GLENWOOD ELECTRIC INC |
| GOOCH ELECTRIC INC |
| HENDERSON SERVICES LLC |
| HERRICK ELECTRIC CO INC |
| HILSCHER-CLARKE ELEC CO |
| HOOSIER INDUSTRIAL ELEC |
| HYLAND ELECTRIC INC |
| IBEW LOC 38 H & W FUND |
| IBEW LOCAL 124 H&W FUND |
| IBEW LOCAL 191 HEALTH & WELFAR |
| IBEW LOCAL 292 FRINGE BEN PLAN |
| IBEW LOCAL 595 H&W & PENSION |
| IBEW LOCAL 648 H&W FUND |
| IBEW LOCAL UNION 369 |
| INDIANAPOLIS ELEC CO INC |
| INDUSTRIAL CONTRACTORS INC |
| INTERNATIONAL SOLUTIONS INC |
| J GEORGE ELECTRIC CO |
| JAMES H DREW CORP |
| KY STATE BUILDING & CONS TRADE |
| L G FOX INC |
| LAKE CO IN NECA IBEW H&W |
| LASWELL ELEC CO |
| LINK ELECTRIC CO INC |
| LOCAL 456 H & W FUND |
| LOU METRO PUBLIC WORKS DEPT |
| LOUISVILLE ELECTRICAL JATC |
| LUMINOUS ELECTRIC LLC |
| MAJESTIC ELECTRIC INC |
| MARINE ELECTRIC CO |
| MARTELL ELECTRIC LLC |
| MASTER ELECTRICAL SERVICES INC |
| MEINERS ELECTRIC |
| MEL-KAY ELECTRIC CO |
| MICHIANA AREA ELEC H & W FUND |
| MIDEASTERN ELECTRIC COMPANY |
| MOTOR CITY ELECTRIC CO |
| MUENCH ELECTRICAL SERVICES |
| NECA IBEW FAMILY MEDICAL CARE |
| NECA IBEW FAMILY MEDICAL PLAN |
| NECA LOC 145 IBEW WELFARE FUND |
| NITRO ELECTRIC CO |
| PARSONS ELECTRIC LLC |
| PERSONNEL BEN & RETIRE FUND |
| RAM SOLUTIONS LLC |
| READY ELECTRIC CO |
| RIVERSIDE ELECTRICAL CONT INC |
| SAN FRANCISCO ELEC WORKERS |
| SAN LUIS OBISPO CO H & W |
| SECO ELECTRIC CO INC |
| SENERGY INC |
| SERVICE ONE INC |
| SHAMBAUGH & SONS INC |
| SNEED SIGN & ELECTRIC |
| SOUTHERN CALIFORNIA IBEW-NECA |
| SPERZEL ELEC CO INC |
| ST PAUL ELEC CONST PLAN |
| STANDARD ELECTRIC CO |
| STORMS MCMULLEN ELEC |
| THE STATE GROUP INDUSTRIAL (US |
| THE WAGNER-SMITH COMPANY |
| TOLEDO ELEC WELFARE FUND |
| TOTAL CONCEPT ELECTRIC INC |
| TRADE MARK INDUSTRIAL LLC |
| UNITED ELECTRIC CO |
| URS ENERGY & CONSTRUCTION INC |
| VOIT ELECTRIC CO |
| W & W ELECTRIC CO |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |