MICHIANA AREA ELECTRICAL WORKERS PLAN 4 TRUST: Form 990, tax year 2023
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- Organization
- MICHIANA AREA ELECTRICAL WORKERS PLAN 4 TRUST (EIN 82-1241822)
- Tax period
- 2023-05-01 to 2024-04-30
- Filed
- 2025-03-08
- IRS object ID
- 202530679349300303
- Schema version
- 2023v6.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-08T08:44:26-05:00 | ReturnTs |
| Tax Period End | 2024-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382284921 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Benda Grace Stulz & Company PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38800 Van Dyke Ave | AddressLine1Txt |
| City | Sterling Heights | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48312 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 821241822 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michiana Area Eletrical Workers Plan 4 Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6525 Centurion Drive | AddressLine1Txt |
| City | Lansing | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 489179275 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER DOSMANN | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 5173217502 | PhoneNum |
| Signature | 2024-12-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Bryan D Stulz | PreparerPersonNm |
| PTIN | P00265596 | PTIN |
| Phone | 5868836240 | PhoneNum |
| Preparation | 2025-03-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,542,421 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | ibew153benefits.org | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 2017 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | Funding provided to help offset the costs of subsidized retiree health care. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,722,033 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,862,131 | CYProgramServiceRevenueAmt |
| PY Investment Income | $182,503 | PYInvestmentIncomeAmt |
| CY Investment Income | $305,603 | CYInvestmentIncomeAmt |
| CY Other Revenue | $3,136 | CYOtherRevenueAmt |
| PY Total Revenue | $2,904,536 | PYTotalRevenueAmt |
| CY Total Revenue | $3,170,870 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $959,003 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $1,024,748 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $62,276 | PYOtherExpensesAmt |
| CY Other Expenses | $64,002 | CYOtherExpensesAmt |
| PY Total Expenses | $1,021,279 | PYTotalExpensesAmt |
| CY Total Expenses | $1,088,750 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,883,257 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,082,120 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,806,947 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,273,964 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $37,257 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $140,711 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,769,690 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,133,253 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Funding provided to help offset the costs of subsidized retiree health care. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,088,750 | ExpenseAmt |
| Desc | The purpose of the Trust is to provide funding to the Michiana Area Electrical Workers Health & Welfare Fund to offset the cost of subsidized retiree health care costs | Desc |
| Total Program Service Expenses | $1,088,750 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIC International Corporation | PersonNm |
| Phone | 5173217502 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6525 Centurion Drive | AddressLine1Txt |
| City | Lansing | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 489179275 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MIKE LEDA | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $101,056 | $44,594 |
| JASON PIONTEK | ||||||
| SECRETARY | 1.00 | 40.00 | Yes (X) | $0 | $92,972 | $42,881 |
| TIM NOONAN | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| ERIC RUTKOWSKI | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| CHRISTOPHER GROVE | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| KEVIN WOODING | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| ROGER DOSMANN | ||||||
| CHAIRMAN | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $194,028 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $87,475 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EMPLOYER CONTRIBUTIONS | Desc |
| Business | 230000 | BusinessCd |
| Total Revenue Column | $2,862,131 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,862,131 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,862,131 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $315,741 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $315,741 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $361,413 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $371,551 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$371,551 | SecuritiesAmt |
| Other | $361,413 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$10,138 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$10,138 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER INCOME | 900099 | $2,240 | $2,240 |
| LIQUID DATED DAMAGES | 900099 | $896 | $896 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,136 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,170,870 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,170,870 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,024,748 | TotalAmt |
| Program Services | $1,024,748 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,000 | TotalAmt |
| Program Services | $3,000 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,180 | TotalAmt |
| Program Services | $12,180 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,500 | TotalAmt |
| Program Services | $14,500 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,399 | TotalAmt |
| Program Services | $8,399 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
| Program Services | $10,000 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,270 | TotalAmt |
| Program Services | $6,270 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,638 | TotalAmt |
| Program Services | $2,638 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,015 | TotalAmt |
| Program Services | $7,015 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,088,750 | TotalAmt |
| Program Services | $1,088,750 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,817 | BOYAmt |
| EOY | $128,895 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $734,006 | BOYAmt |
| EOY | $10,361 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,701 | BOYAmt |
| EOY | $245,347 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,141 | BOYAmt |
| EOY | $9,331 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,793,282 | BOYAmt |
| EOY | $9,880,030 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,806,947 | BOYAmt |
| EOY | $10,273,964 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,257 | BOYAmt |
| EOY | $140,711 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,257 | BOYAmt |
| EOY | $140,711 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,769,690 | BOYAmt |
| EOY | $10,133,253 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,769,690 | BOYAmt |
| EOY | $10,133,253 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,806,947 | BOYAmt |
| EOY | $10,273,964 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,082,120 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $281,443 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Rev Etc Audited Fincl Stmt | $3,443,914 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $281,443 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $281,443 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,162,471 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $8,399 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $8,399 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,170,870 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,080,351 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,080,351 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $8,399 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $8,399 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,088,750 | TotalExpensesPerForm990Amt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Officer directors etc family relationship Part VI line 2 | 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 Trust Fund, is administered 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 relationship between the Trustees. |
| Member election for additional members Part VI line 7a | Form 990, Part VI, Line 7a - Election of Members and Their Rights All board members are elected by the membership into officer positions, from which they hold their Trusteeship |
| Form 990 governing body review Part VI line 11 | Form 990, Part VI, Line 11b - Organizations Process to Review Form 990 The Form 990 is presented and approved at a meeting of the Board of Trustees, subject to approval by and review of the Funds legal counsel. In addition, each Trustee is provided a copy of the Funds final form 990 (including required schedules), as ultimately filed with the IRS. |
| Conflict of interest policy compliance Part VI line 12c | Line 12 - Annually, each Trustee must answer the fiduciary liability insurance renewal questionnaire, which contains questions regarding potential and actual conflicts of interest. |
| Other officer or key employee compensation Part VI line 15b | Line 15 - The Fund did not have a CEO, Executive Director, or top management official, or other key employees, as those terms are defined in the instructions. |
| Governing documents etc available to public Part VI line 19 | Form 990, Part VI, Line 19 - Governing Documents Disclosure Explanation - The Fund is established and maintained pursuant to the Employee Retirement Income Security Act of 1974, as amended. It operates in compliance withthe Reporting and Disclosure requirements of Subtitle B, Part 1 ERISA with respect to disclosure of its governing documents and financial information. It operates in compliance with the Fiduciary Responsibility requirements ofSubtitle B, Part 4 of ERISA. The Fund does not have a conflicts of interest policy. |
| Part VII response or note to any other line in Part VII | Form 990, Part VII - Additional InformationLine 1a - Mike Leda, Kevin Wooding and Jason Piontek served as Trustees of the Fund without compensation from the Fund for those services. However, they were compensated as employees of IBEW Local 153, which was a contributing employer to the Fund, and as such, a related organization as that term is defined in the instructions. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| IBEW LOCAL 153 | ||||||||||
| 56475 PEPPERMINT RD | South Bend | IN | 46619 | 000005630 | LOCAL APPRENTICE | IN | 501C5 | N/A | false | |
| SOUTH BEND & VICINITY ELEC JATC | ||||||||||
| 56365 PEPPERMINT RD | South Bend | IN | 46619 | 000009198 | APPRENTICE | IN | 501C3 | N/A | false | 2 |
| MICHIANA ELEC MONEY PURCHASE PLAN | ||||||||||
| 6525 CENTURION DRIVE | Lansing | MI | 48917 | 000001971 | ANNUITY | MI | 401A | N/A | false | |
| MICHIANA AREA ELEC WORKERS PENSION | ||||||||||
| 6525 CENTURION DRIVE | Lansing | MI | 48917 | 000009273 | PENSION | MI | 401B | N/A | false | |
| MICHIANA ELEC WRKRS HLTH & WELFARE | ||||||||||
| 6525 CENTURION DRIVE | Lansing | MI | 48917 | 000003323 | HEALTH | MI | 501C9 | N/A | false | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (77 entries)
| Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|
| ATLANTIC PLANT MAINTENANCE | |
| N/A | false |
| AUSTGENS ELECTRIC INC | |
| N/A | false |
| BERRY ELECTRIC CONTRACTING CO | |
| N/A | false |
| BODINE ELECTRIC | |
| N/A | false |
| BRITE ELECTRIC INC | |
| N/A | false |
| BRITE ELECTRIC INC | |
| N/A | false |
| CIRCLE R ELECTRIC INC | |
| N/A | false |
| COLIP ELECTRIC CORP | |
| N/A | false |
| COMMUNICATION CO OF S BEND | |
| N/A | false |
| CONVERGED COMMUNICATION PARTNR | |
| N/A | false |
| CRAIG ELECTRIC INC | |
| N/A | false |
| DAY & ZIMMERMANNPS | |
| N/A | |
| DELANEY TELECOMINC | |
| N/A | false |
| DYNAMIC ELECTRIC INC | |
| N/A | false |
| E SQUARED ELECTRICAL INC | |
| N/A | |
| ELECTRIC PLUS INC | |
| N/A | false |
| ELECTRICAL BUILDERS INC | |
| N/A | false |
| ELECTRICAL MAINT & CONST LLC | |
| N/A | false |
| ELECTRICORPE INC | |
| N/A | false |
| ELITE ELECTRICAL LLC | |
| N/A | false |
| ENVISION AUTOMATIN LLC | |
| N/A | false |
| ERH SERVICES LLC | |
| N/A | false |
| FAIRCHILD COMM SYSTEMS INC | |
| N/A | false |
| GREAT LAKES ELECT MAINT LLC | |
| N/A | false |
| GROVE ELECTRICAL SERVICES INC | |
| N/A | false |
| GT ELECTRIC AND SOLAR | |
| N/A | false |
| H & G SERVICES INC | |
| N/A | false |
| H & T ELECTRICAL SERVICE | |
| N/A | false |
| HARTMAN ELECTRIC INC | |
| N/A | false |
| HAVEL BROS DIV OF SHAMBAUGH | |
| N/A | false |
| HEIN ELECTRIC INC | |
| N/A | false |
| HI TECH ELECTRIC CO | |
| N/A | false |
| HOWELL ELECTRIC | |
| N/A | false |
| HUSTON ELECTRICINC | |
| N/A | false |
| IBID COUNTY ELECTRIC | |
| N/A | false |
| J & J ELECTRIC OF INDIANA INC | |
| N/A | false |
| J W PHYRE ELECTRIC CO OF INDI | |
| N/A | false |
| JAMERSON & BAUWENS ELECTRICAL | |
| N/A | false |
| JBL SIGNALS & LIGHTING | |
| N/A | false |
| JCA ELECTRIC LLC | |
| N/A | false |
| JETTLINE ELECTRIC INC | |
| N/A | false |
| JKM WIRING | |
| N/A | false |
| JMB TECHNOLOGY | |
| N/A | false |
| JP SYSTEMS INC | |
| N/A | false |
| K2 POWER SOLUTIONS INC | |
| N/A | false |
| KAISER ELECTRICAL CONTRACTORS | |
| N/A | false |
| KEI ELEC CONSTRUCTION & MAINT | |
| N/A | false |
| KIEWIT POWER CONSTRUCTORS CO | |
| N/A | false |
| KW CONSTRUCTION SERVICES DBA | |
| N/A | false |
| LINEAR ELECTRIC INC | |
| N/A | false |
| LIVEWIRE ELECTRICAL SYSTEMS | |
| N/A | false |
| MARTELL ELECTRIC | |
| N/A | false |
| MASS ELECTRIC CONSTRUCTION CO | |
| N/A | false |
| MCMANN ELECTRIC INC | |
| N/A | false |
| MEAD & WHITECOLIP ELECTRIC | |
| N/A | false |
| MJ ELECTRIC LLC | |
| N/A | false |
| NAVARRE SERVICES | |
| N/A | false |
| PCI ENERGY SERVICES LLC | |
| N/A | false |
| PEMBERTON-DAVIS ELECTRIC CO | |
| N/A | false |
| PRECISION CONTROL SYSTEMS INC | |
| N/A | false |
| R & D ELECTRIC CO | |
| N/A | false |
| RANCK J ELECTRIC | |
| N/A | false |
| RIVERBEND ELECTRIC INC | |
| N/A | false |
| SCHENK LIGHTNING ROD CO | |
| N/A | false |
| SCHMIDT ELECTRIC | |
| N/A | false |
| SCHWARTZ ELECTRIC INC | |
| N/A | false |
| SERVICE ELECTRIC OF ALLEN CO | |
| N/A | false |
| SERVICE ONE INDUSTRIAL | |
| N/A | false |
| SHAMBAUGH & SON LP | |
| N/A | false |
| SHAUM ELECTRIC CO INC | |
| N/A | false |
| STATE GROUP INDUSTRIALTHE | |
| N/A | false |
| SUPERIOR ELECTRIC GREAT LAKES | |
| N/A | false |
| SWENEY ELECTRIC | |
| N/A | false |
| TITAN ELECTRIC | |
| N/A | false |
| TRI CITY DATA & ELECTRONIC | |
| N/A | false |
| UIS SCADA INC | |
| N/A | false |
| WELLS ELECTRIC INC | |
| N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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