2014-09-22T10:52:19-05:00 2013-12-31 SARFINO AND RHOADES LLP 11921 ROCKVILLE PIKE SUITE 501 NORTH BETHESDA MD 208522794 990 2013-01-01 526038507 ELECTRICAL WELFARE TRUST FUND % FUND MANAGER ELEC 3017311050 10003 DEREKWOOD LANE Suite 130 LANHAM MD 20706 PETER KLEIN FUND MANAGER 3017311050 2014-09-22 true 3017705500 2013 2015-11-30 17:44:51Z PETER KLEIN FUND MANAGER 10003 DEREKWOOD LANE STE 130 LANHAM MD 20706 194980650 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 42 0 16750 8500 73882751 73884814 3089199 3996664 26023 26595 77014723 77916573 0 0 68044298 75401692 3644658 3700480 0 0 0 829727 930556 72518683 80032728 4496040 -2116155 115233312 110755983 332539 360445 114900773 110395538 X 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 75401692 HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR DEPENDENTS. 75401692 false true 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 4047 0 true 42 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 LORNE SEAY TRUSTEE 0.3 50.0 X 0 123295 30219 RAMIRO J RAMOS TRUSTEE 0.3 50.0 X 0 135631 30589 MICHAEL HOYT TRUSTEE 0.3 50.0 X 0 123295 30219 SVEN SAHKUL TRUSTEE 0.3 X ANDREW PORTER TRUSTEE 0.3 40.0 X 0 184357 23151 THOMAS LAWALL TRUSTEE 0.3 X PETER KLEIN FUND MANAGER 40.0 X 210258 0 24598 CRYSTAL MILLIGAN CLAIMS MANAGER 40.0 X 105505 26590 CATHERINE SPENCER ADMINISTRATION MANAGER 40.0 X 101431 26590 JULIE LINKINS ACCOUNTING DEPARTMENT MANAGER 40.0 X 108097 26590 525291 566578 218546 4 false true false BASYS IT CONSULTING 199182 SEGAL ACTUARY 114115 DALE LAW LEGAL 179699 3 8500 8500 CONTRIBUTIONS FROM EMPLOYEES AND EMPLOYERS 900099 73884814 73884814 73884814 2929745 2929745 0 0 0 0 0 118130996 117064077 1066919 1066919 1066919 0 0 0 DATA ENTRY FEES 900099 24000 24000 MISCELLANEOUS REVENUE 900099 2595 2595 26595 77916573 73911409 3996664 0 0 0 75401692 75401692 210258 210258 0 2634769 2634769 600430 600430 0 255023 255023 0 231498 231498 75326 75326 0 0 183331 183331 0 0 325359 325359 165268 165268 0 95556 95556 0 0 0 0 0 53029 53029 29247 29247 CONSULTANTS 150555 150555 POSTAGE 112957 112957 PRINTING 130929 130929 TELEPHONE 46933 46933 -669432 -669432 80032728 75401692 4631036 3185251 1979145 0 0 0 0 10224124 11110875 0 0 0 0 0 0 0 0 107905 131736 722853 463631 255350 259222 101446146 97260469 0 0 0 0 0 0 14536 14536 115233312 110755983 332539 360445 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 332539 360445 X 0 0 0 0 114900773 110395538 114900773 110395538 115233312 110755983 -2116155 -2389080 X false true X true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 41514 4880 36634 652747 442905 209842 28592 15846 12746 259222 75527493 -2389080 -2389080 77916573 77916573 80032728 80032728 80032728 X X X X false false false LORNE SEAY TRUSTEE 0 123295 0 0 0 17065 0 13154 0 153514 RAMIRO J RAMOS TRUSTEE 0 135631 0 0 0 17274 0 13315 0 166220 MICHAEL HOYT TRUSTEE 0 123295 0 0 0 17065 0 13154 0 153514 PETER KLEIN FUND MANAGER 205458 0 0 4800 0 13883 0 10715 0 234856 0 ANDREW PORTER TRUSTEE 0 182100 0 0 2257 0 23151 0 0 207508 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 ON AN ANNUAL BASIS 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. THIS REVIEW WILL OCCUR NO LESS FREQUENTLY THAN ANNUALLY. COMPENSATION IS DETERMINED USING DATA OF COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. QUESTIONS 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