2012-11-15T14:10:03-06:00 2011-12-31 SARFINO AND RHOADES LLP 11921 ROCKVILLE PIKE SUITE 501 NORTH BETHESDA MD 208522794 990 2011-01-01 526038507 ELECTRICAL WELFARE TRUST FUND % FUND MANAGER ELEC 3017311050 10003 DEREKWOOD LANE LANHAM MD 20706 PETER KLEIN 3017311050 2012-10-09 true 3017705500 2011 2016-02-24 21:20:13Z X PETER KLEIN FUND MANAGER SAME AS ABOVE LANHAM MD 20706 114059770 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 43 0 46250 59940 66570477 69340880 3036688 3480023 37114 35033 69690529 72915876 0 0 63522524 64111767 3351123 3522605 0 0 0 488666 708825 67362313 68343197 2328216 4572679 105150085 108464509 1681708 358225 103468377 108106284 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 64111767 HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR DEPENDENTS. 64111767 false true 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 false true 3699 0 true 43 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 X VIOLET CARTER 0.3 X 122995 29586 RAMIRO J RAMOS 0.3 X 134894 29943 JOE DABBS 0.3 X 122194 29562 SVEN SAHKUL 0.3 X 0 0 ANDREW PORTER 0.3 X 0 0 THOMAS LAWALL 0.3 X 0 0 PETER KLEIN 40.0 X 201862 0 23050 201862 380083 112141 1 false true false BASYS IT CONSULTING 236533 SEGAL ACTUARY 147097 2 59940 59940 CONTRIBUTIONS FROM EMPLOYEES AND EMPLOYERS 900099 69340880 69340880 69340880 2733136 2733136 0 0 41890781 41143894 746887 746887 746887 0 0 0 DATA ENTRY FEES 900099 24000 24000 MISCELLANEOUS REVENUE 900099 11033 11033 35033 72915876 69375913 3480023 0 0 0 64111767 64111767 201862 201862 0 2509493 2509493 581132 581132 0 230118 230118 0 93459 93459 75976 75976 0 0 159147 159147 0 0 238197 238197 276805 276805 0 158936 158936 0 0 0 0 0 53430 53430 28469 28469 CONSULTANTS 296225 296225 POSTAGE 84086 84086 PRINTING 79049 79049 TELEPHONE 44120 44120 -879074 -879074 68343197 64111767 4231430 0 2146496 0 0 0 0 10902399 10071191 0 0 0 0 0 0 0 0 57575 62686 641075 554717 121218 86358 94068893 96097778 0 0 0 0 0 0 0 0 105150085 108464509 231677 358225 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1450031 0 1681708 358225 X 0 0 0 0 103468377 108106284 103468377 108106284 105150085 108464509 X 4572679 65228 X false true true X false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 51293 41469 9824 574489 497955 76534 15293 15293 86358 72915876 68343197 4572679 65228 65228 4637907 72923717 65228 -57387 7841 72915876 72915876 68285810 68285810 57387 57387 68343197 HEALTH FAIR EXPENSES SCHEDULE D, PART XII, LINE 2D AND SCHEDULE D, PART XIII, LINE 4B X X X X false false false VIOLET CARTER 122995 16872 12715 152582 RAMIRO J RAMOS 134894 17076 12867 164837 JOE DABBS 122194 16859 12703 151756 PETER KLEIN 201862 0 0 0 12686 10364 224912 0 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. FORM 990, PART XI, LINE 5 OTHER CHANGES IN NET ASSETS ARE DUE TO UNREALIZED GAINS ON INVESTMENTS. FORM 990, PART VI, SECTION A 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. WE WERE UNABLE TO OBTAIN THE COMPENSATION FOR ONE OF THE MEMBERS OF THE GOVERNING BODY. HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:VIOLET CARTER TITLE:TRUSTEE HOURS:50 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:RAMIRO J RAMOS TITLE:TRUSTEE HOURS:50 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JOE DABBS TITLE:TRUSTEE HOURS:50 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 SEE ATTACHED SCHEDULE 1c CASH RELATED PARTY INFORMATION SCHEDULE R, PART II, PART III, PART IV AND PART V THE INSTRUCTIONS FOR THE 2011 FORM 990 REQUIRE THE LISTING OF ALL CONTRIBUTING EMPLOYERS TO A VEBA TO BE LISTED ON SCHEDULE R AS A RELATED PARTY. THE TAXFILER HAS ATTEMPTED TO ACCUMULATE THIS INFORMATION BUT WAS UNABLE TO DETERMINE THE TAX EXEMPTION CODE FOR THE NOT FOR PROFIT ORGANIZATIONS OR TAX TREATMENT CODE FOR ALL ORGANIZATIONS (PARTNERSHIP, C CORP, S CORP, ETC).