MICHIGAN ELECTRICAL EMPLOYEES INSURANCE FUND: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: MICHIGAN ELECTRICAL EMPLOYEES INSURANCE FUND (EIN 38-2106878)
Tax period: 2011-09-01 to 2012-08-31
Filed: 2013-06-07
IRS object ID: 201331589349300408
Schema version: 2011v1.5
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
Form 990
Schedule D
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-06-07T10:04:22-05:00	Timestamp
Tax Period End Date	2012-08-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BENDA GRACE STULZ & COMPANY PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	38800 VAN DYKE AVE STE 100	AddressLine1
City	STERLING HEIGHTS	City
State	MI	State
ZIP Code	48312	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2011-09-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	382106878	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	MICHIGAN ELECTRICAL EMPLOYEES'	BusinessNameLine1
Business Name Line2	HEALTH PLAN	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	MICH	NameControl
Phone	5173217502	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6525 CENTURION DRIVE	AddressLine1
Address Line2	ROOM/SUITE 401	AddressLine2
City	LANSING	City
State	MI	State
ZIP Code	489179275	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	ROBERT SCHUMAKERTOM LIPPENS	Name
Title	UNION/MANAGEMENT TRUSTEE	Title
Phone	5173217502	Phone
Date Signed	2012-12-13	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	BRYAN STULZ	Name
Phone	5868836240	Phone
Date Prepared	2013-06-07	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Address Change	X	AddressChange
Name Of Principal Officer Person	SAME AS ABOVE	NameOfPrincipalOfficerPerson
Gross Receipts	44517044	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c	X	Organization501c
Web Site	WWW.MEEHP.COM	WebSite
Type Of Organization Trust	X	TypeOfOrganizationTrust
Year Formation	1953	YearFormation
State Legal Domicile	MI	StateLegalDomicile
Activity Or Mission Description	PROVIDE HEALTH AND WELFARE BENEFITS.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	8	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	4	NbrIndependentVotingMembers
Total Nbr Employees	0	TotalNbrEmployees
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Current Year	0	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	25006892	ProgramServiceRevenuePriorYear
Program Service Revenue CY	25127719	ProgramServiceRevenueCY
Investment Income Prior Year	1691630	InvestmentIncomePriorYear
Investment Income Current Year	1506265	InvestmentIncomeCurrentYear
Other Revenue Prior Year	927484	OtherRevenuePriorYear
Other Revenue Current Year	732599	OtherRevenueCurrentYear
Total Revenue Prior Year	27626006	TotalRevenuePriorYear
Total Revenue Current Year	27366583	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	23449818	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	23757581	BenefitsPaidToMembersCY
Salaries Etc Current Year	0	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	2524037	OtherExpensePriorYear
Other Expenses Current Year	2987198	OtherExpensesCurrentYear
Total Expenses Prior Year	25973855	TotalExpensesPriorYear
Total Expenses Current Year	26744779	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	1652151	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	621804	RevenuesLessExpensesCY
Total Assets BOY	42937803	TotalAssetsBOY
Total Assets EOY	44215563	TotalAssetsEOY
Total Liabilities BOY	8202220	TotalLiabilitiesBOY
Total Liabilities EOY	7176877	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	34735583	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	37038686	NetAssetsOrFundBalancesEOY
Mission Description	PROVIDE HEALTH AND WELFARE BENEFITS.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	26351948	Expense
Description	TO PROVIDE LIFE, DISABILITY INCOME AND HEALTH CARE BENEFITS FOR ELIGIBLE PLAN PARTICIPANTS.	Description
Total Program Service Expense	26351948	TotalProgramServiceExpense
Described In501 C3	false	DescribedIn501C3
Schedule B Required	false	ScheduleBRequired
Political Activities	false	PoliticalActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	0	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	0	NumberOfEmployees
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	8	NbrVotingGoverningBodyMembers
Number Independent Voting Members	4	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	false	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	false	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	TIC INTERNAITONAL CORPORATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	5173217502	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	6525 CENTURION DRIVE	AddressLine1
City	LANSING	City
State	MI	State
ZIP Code	489179275	ZIPCode

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	X	InfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (8 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
SCOTT CLARK
TRUSTEE	1.00	X	0	82032	26406
STEVE CLAYWELL
SECRETARY	1.00	X	0	76866	21649
JEFF BUSH
TRUSTEE	1.00	X	0	72706	27060
TOM LIPPENS
TRUSTEE	1.00	X	0	67705	14016
BOB SCHUMAKER
CHAIRMAN	1.00	X	0	0	0
PAUL KELLEY
VICE CHAIRMA	1.00	X	0	0	0
ROBERT BIALLAS
TRUSTEE	1.00	X	0	0	0
MARK HUNT
TRUSTEE	1.00	X	0	0	0

Field	Value	IRS element (for citing)
Total Reportable Comp Frm Rltd Orgs	299309	TotalReportableCompFrmRltdOrgs
Total Other Compensation	89131	TotalOtherCompensation
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (3 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
BLUE CROSS BLUE SHIELD OF MICHIGAN
27000 W 11 MILE ROAD	SOUTHFIELD	MI	48034	CLAIM ADMIN	1826772
ZENITH ADMINISTRATORS INC
6011 W ST JOSEPH HWY STE 401	LANSING	MI	48917	ADMIN MANAGER	539376
REINHART BOERNER VAN DEUREN SC
1000 NORTH WATER ST 2100	MILWAUKEE	WI	53201	LEGAL FEES	184379

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	3	NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescription	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
EMPLOYER CONTRIBUTION	21526731	21526731
PARTICIPANT SELF-PAYMENTS	3600988	3600988

Field	Value	IRS element (for citing)
Total Program Service Revenue	25127719	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	1466551	TotalRevenueColumn
Exclusion	$1,466,551	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	17190175	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	17150461	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	39714	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	39714	TotalRevenueColumn
Related Or Exempt Function Income	39714	RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
MEDICARE PART D SUBSIDY	900099	453486	453486
MISCELLANEOUS	900099	279113	279113

Field	Value	IRS element (for citing)
Total Other Revenue	732599	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	27366583	TotalRevenueColumn
Related Or Exempt Function Income	25900032	RelatedOrExemptFunctionIncome
Exclusion	$1,466,551	ExclusionAmount

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	23757581	Total
Program Services	23757581	ProgramServices

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	2366148	Total
Program Services	2366148	ProgramServices

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	228219	Total
Program Services	228219	ProgramServices

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	35377	Total
Management And General	35377	ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	228017	Total
Management And General	228017	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	53953	Total
Management And General	53953	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	49736	Total
Management And General	49736	ManagementAndGeneral

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	10220	Total
Management And General	10220	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	862	Total
Management And General	862	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	11236	Total
Management And General	11236	ManagementAndGeneral

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	DUES AND SUBSCRIPTIONS	Description
Total	3430	Total
Management And General	3430	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	26744779	Total
Program Services	26351948	ProgramServices
Management And General	392831	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	2303662	BOY
EOY	1761167	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	845882	BOY
EOY	1146333	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	2402046	BOY
EOY	1996872	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	1074089	BOY
EOY	1638494	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	12090	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	9934	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	3018	BOY
EOY	2156	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	36309106	BOY
EOY	37670541	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	42937803	BOY
EOY	44215563	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	601220	BOY
EOY	204877	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	7601000	BOY
EOY	6972000	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	8202220	BOY
EOY	7176877	EOY

Field	Value	IRS element (for citing)
Do Not Follow SFAS117	X	DoNotFollowSFAS117

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

Field	Value	IRS element (for citing)
BOY	34735583	BOY
EOY	37038686	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	34735583	BOY
EOY	37038686	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	42937803	BOY
EOY	44215563	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	621804	ReconcilationRevenueExpenses
Reconcilation Other Changes	1681299	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Consolidated	X	FinancialStatementConsolidated
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Disclosed Orgs Legal Control	false	DisclosedOrgsLegalControl
Disclosed For Charitable Purposes	false	DisclosedForCharitablePurposes
Written Policy Monitoring	false	WrittenPolicyMonitoring
Sect170h Requirements Satisfied	false	Sect170hRequirementsSatisfied
Solicited Assets For Sale	false	SolicitedAssetsForSale
Agent Trustee Etc	false	AgentTrusteeEtc
Included On FS	false	IncludedOnFS
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R	false	AreRelatedOrgsListedScheduleR

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	12090	OtherCostOrOtherBasis
Depreciation	9934	Depreciation
Book Value	2156	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	2156	TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescription	AmountAmount
ACCUMMULATED ELIGIBILITY CREDITS	$5,593,000
CLAIMS INCURRED BUT NOT REPORTED	$1,379,000

Field	Value	IRS element (for citing)
Total Of Amounts	6972000	TotalOfAmounts
Total Revenue	27366583	TotalRevenue
Total Expenses	26744779	TotalExpenses
Excess Or Deficit For Year	621804	ExcessOrDeficitForYear
Net Unrealized GL On Investments	1681299	NetUnrealizedGLOnInvestments
Total Adjustments	1681299	TotalAdjustments
Excess Or Deficit Per FS	2303103	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	28819865	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	1681299	NetUnrealizedGainsInvestments
Revenue Not Rptd F990	1681299	RevenueNotRptdF990
Revenue Subtotal	27138566	RevenueSubtotal
Investment Expenses Not Included	228017	InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt	228017	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	27366583	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	26516762	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	26516762	ExpensesSubtotal
Investment Expenses Not Included2	228017	InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt	228017	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	26744779	TotalExpensesPerForm990

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
ADDITIONAL INFORMATION	FORM 990, PART VI	LINE 2 - FAMILY RELATIONSHIP OR BUSINESS RELATIONSHIP - THE RELATIONSHIP BETWEEN THE TRUSTEES OF THE FUND IS A 'BUSINESS RELATIONSHIP'. THE FUND IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED, THE FUND, AS A TAFT-HARTLEY FUND, IS ADMINSITERED BY A BOARD OF TRUSTEES WHICH IS COMPOSED OF AN EQUAL NUMBER OF UNION AND EMPLOYER REPRESENTATIVES, BECAUSE OF THIS ORGANIZATIONAL REQUIREMENT, THERE IS A BUSINESS RELATIONAHIP BETWEEN THE TRUSTEES. LINE 12 - ANNUALLY, EACH TRUSTEE MUST ANSWER THE FIDUCIARY LIABILITY INSURANCE RENEWAL QUESTIONAIRE, WHICH CONTAINS QUESTIONS REGARDING POTENTIAL AND ACTUAL CONFLICT OF INTEREST.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	THE FORM 990 IS PRESENTED AND APPROVED AT A MEETING OF THE BOARD OF TRUSTEES, SUBJECT TO APPROVAL BY AND REVIEW OF THE FUND'S LEGAL COUNSEL. IN ADDITION, EACH TRUSTEE IS PROVIDED A COPY OF THE FUND'S FINAL FORM 990 (INCLUDING REQUIRED SCHEDULES), AS ULTIMATELY FILED WITH THE IRS, PRIOR TO ITS FILING WITH THE IRS.
COMPENSATION PROCESS FOR TOP OFFICIAL	FORM 990, PAGE 6, PART VI, LINE 15A	THE FUND DID NOT HAVE ANY EMPLOYEES WHO MET THE DEFINITIONS IN THE PLAN YEAR. IF THE FUND DID HAVE EMPLOYEES THAT MET THE LISTED DEFINITIONS, THEN ANY COMPENSATION WOULD HAVE BEEN ESTABLISHED IN ACCORDANCE WITH THE PROCESS DESCRIBED IN PART VI, LINE 15A OF FORM 990.
COMPENSATION PROCESS FOR OFFICERS	FORM 990, PAGE 6, PART VI, LINE 15B	THE FUND DID NOT HAVE ANY EMPLOYEES WHO MET THE DEFINITIONS IN THE PLAN YEAR. IF THE FUND DID HAVE EMPLOYEES THAT MET THE LISTED DEFINITIONS, THEN ANY COMPENSATION WOULD HAVE BEEN ESTABLISHED IN ACCORDANCE WITH THE PROCESS DESCRIBED IN PART VI, LINE 15B OF FORM 990.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	THE FUND IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE RETIREMENT SECURITY ACT OF 1974, AS AMENDED. IT OPERATES IN COMPLIANCE WITH THE REPORTING AND DISCLOSURE REQUIREMENTS OF SUBTITLE B, PART 1 ERISA WITH RESPECT TO DISCLOSURE OF ITS GOVERNING DOCUMENTS AND FINANCIAL INFORMATION. IT OPERATES IN COMPIANCE WITH THE FIDUCIARY RESPONSIBILITY REQUIREMENTS OF SUBTITLE B, PART 4 OF ERISA.
ADDITIONAL INFORMATION	FORM 990, PART VII	LINE 1A - STEVE CLAYWELL, JEFF BUSH, SCOTT CLARK SERVED AS TRUSTEES OF THE FUND WITHOUT COMPENSATION FROM THE FUND FOR THOS SERVCIES, HOWEVER, THEY WERE COMPENSATED AS EMPLOYEES OF EITHER LOCAL 445, LOCAL 498, LOCAL 665, OR LOCAL 979, WHICH WERE CONTRIBUTING EMPLOYERS TO THE FUND AND, AS SUCH, "RELATED ORGANIZTONS" AS THAT TERM IS DEFINED IN THE INSTRUCTIONS.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	SEE PART VII	BusinessNameLine1

Field	Value	IRS element (for citing)
Direct Controlling Entity NA	N/A	DirectControllingEntityNA
Controlled Org	false	ControlledOrg

Form990 Schedule R Part III Form990ScheduleRPartIII

Name Of Related Org NameOfRelatedOrg

Field	Value	IRS element (for citing)
Business Name Line1	SEE PART VII	BusinessNameLine1

Field	Value	IRS element (for citing)
Direct Controlling Entity NA	N/A	DirectControllingEntityNA
Disproportionate Allocations	false	DisproportionateAllocations
General Or Managing Partner	false	GeneralOrManagingPartner

Form990 Schedule R Part IV Form990ScheduleRPartIV

Name Of Related Org NameOfRelatedOrg

Field	Value	IRS element (for citing)
Business Name Line1	SEE PART VII	BusinessNameLine1

Field	Value	IRS element (for citing)
Direct Controlling Entity NA	N/A	DirectControllingEntityNA

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	false	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	false	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	false	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	false	LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	false	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	false	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	false	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	false	PerformOfServicesByOtherOrgs
Sharing Of Facilities	false	SharingOfFacilities
Sharing Of Paid Employees	false	SharingOfPaidEmployees
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	false	OtherTransferToOtherOrg
Other Transfer From Other Org	false	OtherTransferFromOtherOrg

Form990 Schedule R Part VII Form990ScheduleRPartVII

Field	Value	IRS element (for citing)
Identifier	ADDITIONAL INFORMATION	Identifier
Return Reference	SCHEDULE R	ReturnReference
Explanation	SCHEDULE R PARTS III IV AND V IDENTIFICATION OF RELATED ORGANIZATIONS THE FILING ORGANIZATION IS A MULTIEMPLOYER TRUST FUND AS DEFINED IN THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 AS AMENDED THE FUND PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS AS OF AUGUST 31 2012 THERE WERE 413 CONTRIBUTING EMPLOYERS TO THE FUND UNDER THE INSTRUCTIONS TO SCHEDULE R THOSE EMPLOYERS ARE CONSIDERED RELATED ORGANIZATIONS THE FUNDS ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF ALL CONTRIBUTING EMPLOYERS INCLUDING NAMES ADDRESSES AND OTHER CONTACT INFORMATION HOWEVER THE FUND DOES NOT HAVE AND HAS NO REASONABLE WAY TO OBTAIN MUCH OF THE INFORMATION TO BE REPROTED ON SCHEDULE R SUCH AS EMPLOYER IDENTIFICATION NUMBERS AND THE EMPLOYERS LEGAL STRUCTUREEG CORPORATION OR PARTNERSHIP THE FOLLOWING IS A LISTING OF THOSE CONTRIBUTING EMPLOYERS WITH ADDRESSES WHICH IS THE EXTENT OF THE INFORMATION THE FUND HAS WITH RESPECT TO EACH EMPLOYER A P COM POWER A P I ELECTRIC COMPANY A T I GROUP ACE CONTRACTING INC ADVANCED COMMUNICATION CABLING ADVANTAGE ELEC CONTROLS INC ADVANTAGE ELECTRIC SERV LLC ADVANTAGE ELECTRIC SERV LLC ADVANTAGE ELECTRIC SERV LLC AFFLECK ELECTRIC CO AIM ELECTRIC INC ALADDIN ELECTRIC INC ALPINE ELECTRIC CORP ALPINE ELECTRIC CORP ALPINE ELECTRIC CORP ALPINE ELECTRIC CORP ALTERNATIVE ELECTRIC LLC ANGUS ELECTRIC ATLANTIC PLANT MAINT INC B B ELECTRICAL CONTR INC B B ELECTRICAL CONTR INC B B ELECTRICAL CONTRACTORS B B ELECTRICAL CONTRACTORS B A S S B P R CONSTRUCTION B P R CONSTRUCTION INC BAILEY ELECTRIC INC BATTLE CREEK JATC BAY CITY JEATC BELASCO ELECTRIC CO INC BILLY ELECTRIC INC BLUE RIBBON ELECTICAL SVCS BOCK ELECTRIC INC BOCK ELECTRIC INC BOCK ELECTRIC INC C C S ELECTRIC INC C C S ELECTRIC INC C C S ELECTRIC INC C C S ELECTRIC INC C S E MORSE INC CEDERQUIST ELECTRIC INC CENTENNIAL ELECTRIC LLC CENTENNIAL ELECTRIC LLC CENTENNIAL ELECTRIC LLC CENTER LINE ELECTRIC INC CENTER LINE ELECTRIC INC CENTER LINE TECHNOLOGIES INC CLEMENTS ELECTRIC INC CLEMENTS ELECTRIC INC CLEMENTS ELECTRIC INC COCHRAN ELECTRIC CO CODE ELECTRICAL INC CONTI ELECTRIC CONTI ELECTRIC INC CONTI ELECTRIC INC CRANDELL ELECTRIC INC CURRENT ELECTRIC INC OF BATTLE CREEK D F BEST COMPANY INC D L MILLER ELECTRIC INC D L MILLER ELECTRIC INC DAY ZIMMERMAN NPS DELTA ELEC CONTRLANSING DELTA ELEC CONTRLANSING DELTA ELEC CONTRLANSING DELTA ELEC CONTRLANSING DELTA ELEC CONTRLANSING DIVISION 16 ELECTRICAL SERVICE DOUBLE D ELECTRIC CO E L MECHANICAL ELECTRICAL BUILDERS INC ELECTRICAL INSIGHT INC ENERGY CONTROL DESIGN INC ENERGY CONTROL DESIGN INC ESSEXVILLE ELECTRIC INC ESSEXVILLE ELECTRIC INC ESSEXVILLE ELECTRIC INC EXCELLENCE ELECTRIC F D HAYES ELECTRIC CO F D HAYES ELECTRIC CO F D HAYES ELECTRIC CO FAULKNER ELECTRIC CO FAULKNER ELECTRIC CO FERNDALE ELECTRIC CO INC FLINT ELECTRICAL JATC G L BENDER ELECTRIC INC GEMELLARO SYSTEMS INTEGRATION GEMELLARO SYSTEMS INTEGRATION GEMELLARO SYSTEMS INTEGRATION GEPHART ELECTRICAL CONST GILLIS ELECTRIC INC GOULD ELECTRIC INC GOYETTE MECHANICAL CO INC GSI ELECTRICAL SERVICES GUNNELS ELECTRIC INC H R ELECTRICAL CONTRACTORS H R ELECTRICAL CTRS LLC HALL ELECTRIC COMPANY HALLIGAN ELECTRIC INC HALLIGAN ELECTRIC INC HALLIGAN ELECTRIC INC HALLIGAN ELECTRIC INC HALLIGAN ELECTRIC INC HALLIGAN ELECTRIC INC HALLIGAN ELECTRIC INC HALLIGAN ELECTRIC INC HALLIGAN ELECTRIC INC HALLIGAN ELECTRIC INC HALLIGAN ELECTRIC INC HARDIES ELECTRIC INC HARDY ELECTRIC LLC HARDY ELECTRIC LLC HATZEL BUEHLER INC HENKELS MCCOY INC HENKELS MCCOY INC HITECH ELECTRIC CO HITECH ELECTRIC CO HITECH ELECTRIC CO HUNT ELECTRIC CORP HURON VALLEY ELECTRIC I C C ELECTRIC LLC I COMM I COMM IBEWWISCONSIN IBEW LU 58 ELEC WRKS INS FUND IBID COUNTY ELECTRIC INDEPENDENCE ELECTRIC INC J B ELECTRIC INC J GIVCO CONSULTANTS INC J P ELECTRIC PROFESSIONALS INC J PERKINS ELECTRIC LLC J RANCK ELECTRIC INC J RANCK ELECTRIC INC J RANCK ELECTRIC INC J RANCK ELECTRIC INC J RANCK ELECTRIC INC J RANCK ELECTRIC INC J RANCK ELECTRIC INC J RANCK ELECTRIC INC J RANCK ELECTRIC INC J RANCK ELECTRIC INC J T T ELECTRIC INC J T T ELECTRIC INC J T T ELECTRIC INC JAG ELECTRIC LC JAG ELECTRIC LC JOHN HOWELL INC JOHNS ELECTRIC INC JOHNS ELECTRIC INC JONES ELECTRIC CO JONES ELECTRIC CO K F ELECTRIC CO K L A LABORATORIES INC KALAMAZOO ELECTRIC INC KALAMAZOO ELECTRICAL JATC KASTLE ELECTRIC COMPANY KEN DAVID ELECTRIC INC KEN DAVID ELECTRIC INC KOBAS ELECTRIC COMPANY INC KOONTZWAGNER ELECTRIC K AND K ELECTRIC INC L AND K ELECTRIC INC LABELLE ELEC SERV INC LAKELAND ELECTRICAL SERVICES LEDDY ELECTRIC INC LEET ELECTRIC DBA STEELCON INC LIBERTY ELECTRIC CTRLS INC LIBERTY ELECTRIC CTRLS INC LINK ELECTRIC COMPANY LINK ELECTRIC COMPANY LU 0008 TOLEDO ELEC WELF FD LU 0011 SO CA NECA IBEW HLTH LU 0012 EIGHTH DIST ELBEN FD LU 0014 WISCONSIN ELEC H W LU 0016 NECAIBEW WEL TR FND LU 0022 HEALTH WELFARE FUND LU 0024 MARYLAND ELEC IND WEL LU 0025 IBEW HEALTH BENEFIT LU 0034 NECAIBEW WEL TR FUND LU 0041 IBEW HEALTH FUND LU 0043 ELEC CONTR WEL FUND LU 0056 HEALTH WELFARE FUND LU 0058T ELEC WRKRS INS FUND LU 0096 HEALTH WELFARE FUND LU 0112 INLAND EMPIRE EL H W LU 0124 IBEW H W FUND LU 1034 ELEC INS TR WELF FUND LU 0139 IBEW WELFARE FUND LU 0143 H W FUND LU 0145 NECAIBEW WELFARE FND LU 0146 NECAIBEW WELFARE TR FUND LU 0150 IBEW WELFARE FUND LU 0153 MICHIANA EL WRKRS H W LU 0158 WISC EL EMP H W PLAN LU 0164 IBEW JOINT WEL FUND LU 0176 NECA IBEW HW TRUST LU 0177 NECA IBEW FAMILY INS LU 0191 IBEW H W FUND LU 0193 NECAIBEW WELF TR FUND LU 0233 8TH DIST EL BEN FUND LU 0242 ELEC WORKERS H W FUND LU 0252 ELEC WORKERS H W TR FD LU 0294 ELEC WRKRS H W FUND LU 0305 NECAIBEW WELFARE TR LU 0309 ELEC H W TRUST FUND LU 0322 8TH DIST ELEC BEN FUND LU 0332 IBEW H W TRUST FUND LU 0349 NECAIBEW WELF TR FUND LU 0354 8TH DIST ELEC BEN FND LU 0357 ELEC WRKRS H W FUND LU 0364 NECA IBEW WEL TR FD LU 0369 ELEC WORKERS BEN FUND LU 0388 WISC ELEC HW FUND LU 0405 CEDAR RAPS ELEC H W FD LU 0415 8TH DIST EL BEN FUND LU 0456 HEALTH WELFARE FUND LU 0477 INLAND EMP IBEWNECA LU 0494 EL CONST IND H W PLAN LU 0531 NECAIBEW WEL TR FUND LU 0532 8TH DIST ELEC BEN FD LU 0538 NECAIBEW WEL TR FUND LU 0558 NECA IBEW WEL TR FUND LU 0577 WISC ELEC H W PLAN LU 0601 NECA IBEW TRUST FUND LU 0639 M CALIF ELEC WORKERS LU 0649 NECA IBEW WEL TRST FUND LU 0666 4TH DISTRICT H W FUND LU 0697 LK CTY IND H W PLAN LU 0702 NECAIBEW WEL TRUST LU 0725 NECAIBEW WEL TR FUND LU 0743 IBEW H W TRUST FUND LU 0816 NECA IBEW WEL TRUST LU 0873 NECA IBEW WEL TRUST FUND LU 104 NEW ENG EL WRK BEN FD LU 1049 IBEW CRAFT H W LU 1070 IBEW LU 1249 IBEW INSURANCE FUND LU 131 IBEW LU 1547 ALASKA ELEC H W PLAN LU 1701 NECA IBEW WEL TR FD LU 219 IBEW LU 275 W MI IBEW LU 445 IBEW LU 498 IBEW LU 557 IBEW LU 665 IBEW LU 692 IBEW LU 948 IBEW LU 979 IBEW M C T SERVICES LLC M J ELECTRIC INC M J ELECTRIC INC M J ELECTRIC LLC MARKET ELECTRIC INC MARKEE ELECTRIC INC MARKEE ELECTRIC INC MARKEE ELECTRIC INC MARKEE ELECTRIC INC MARTELL ELECTRIC LLC MARYLAND ELECTRIC CO INC MARYLAND ELECTRIC CO INC MARYLAND ELECTRIC CO INC MASTER ELECTRIC INC MASTER ELECTRIC INC MASTER ELECTRIC INC MASTER ELECTRIC INC MASTER ELECTRIC INC MASTER ELECTRIC INC MASTER ELECTRIC INC MEAD WHITE ELEC METCALF ELECTRIC INC MGR PRO TECH MI LIGHTNING PROTECTION INC MI UP IBEW PENSION PLAN MICHIGAN BLDG TRADES MICHIGAN CHAPTER NECA MICHIGAN ELECTRIC LLC MICHIGAN ELECTRIC LLC MIDWAY ELECTRIC MOORE ELECTRICAL SERVICES INC MOORE ELECTRICAL SERVICES INC MOORE ELECTRICAL SERVICES INC MOORE SERVICE LLC MOOTE ELECTRICAL INC MOTOR CITY ELECTRIC CO MOTOR CITY ELECTRIC CO MOTOR CITY ELECTRIC CO MOTOR SHOP ELECTRICAL CONST CO MOTOR SHOP ELECTRICAL CONST CO MURPHY ELECTRICAL SERVICES INC N K ELECTRIC INC NEWKIRK ELECTRIC ASSOC INC NEWKIRK ELECTRIC ASSOC INC NEWKIRK ELECTRIC ASSOC INC NEWKIRK ELECTRIC ASSOC INC NEWKIRK ELECTRIC ASSOC INC NEWKIRK ELECTRIC ASSOC INC NEWKIRK ELECTRIC ASSOC INC NEWKIRK ELECTRIC ASSOC INC NEWKIRK ELECTRIC ASSOC INC NEWKIRK ELECTRIC ASSOC INC NORTHLAND ELEC OF ONTONAGON CO NORWICH ELECTRIC CO INC ORGANIZED COMMUNICATIONS ORGANIZED COMMUNICATIONS INC OWENS ELECTRIC COMPANY INC PARSONS ELECTRIC CO PENOKIE ELECTRIC PIONEER ELECTRIC POWER CONCEPTS INC PRECISION ELECTRICAL CONTR PRO ELECTRIC INC PROTECH CABLING SYSTEMS PROTECH CABLING SYSTEMS INC PROTECH CABLING SYSTEMS INC R M ELECTRIC INC R M ELECTRIC INC RAPID ELECTRIC SALES SERVICE RAPID ELECTRIC SALES SERVICE RAUHORN ELECTRIC INC RENSHAW ELECTRIC INC RENTON ELECTRIC ROTH ELECTRIC CONTROL INC ROTH ELECTRIC CONTROL INC RWL SIGN CO LLC S T ELECTRICAL INTERNATIONAL S T ELECTRICAL INTL S L BECKER ELECTRIC INC S L BECKER ELECTRIC INC SACHS ELECTRIC CO SAGINAW JEATC SHAMBAUGH SON LP SHAMBAUGH SON LP SHAMBAUGH SON LP SHAMBAUGH SON LP SHAW ELECTRIC CO SHAW STONE WEBSTER SHAW SYSTEMS INTEGRATION SHOULDICE BROS ELEC DIV SLIFCO ELECTRIC LLC SOUND ENGINEERING INC SOUND ENGINEERING INC SOUND ENGINEERING INC SPARTAN ELECTRICAL SERVICES SPENCERREDNER ELECTRIC INC SPENCERREDNER ELECTRIC INC SPENCERREDNER ELECTRIC INC STONE WEBSTER CONSTRUCTION STUDEBAKER ELECTRIC CO SUMMIT CON	Explanation