Liabilities / Assets
97th percentile
Higher debt load relative to assets than 97% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
97th percentile
Higher debt load relative to assets than 97% of similar nonprofits.
Liabilities / Revenue
99th percentile
Higher debt load relative to revenue than 99% of similar nonprofits.
Net Margin
53rd percentile
Higher net margin than 53% of similar nonprofits.
Top Officer Pay
32nd percentile
Higher top officer pay than 32% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
46th percentile
Faster asset growth than 46% of similar nonprofits.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Assets
Up$114,849,602
Up $7,709,107 (+7.2%) from 2012
Net Assets
Up-$596,743
Up $30,382,144 (+98%) from 2012
Liabilities
Down$115,446,345
Down $22,673,037 (-16%) from 2012
Revenue
$27,916,361
No earlier filing loaded for comparison.
Expenses
Down$26,762,540
Down $354,476 (-1.3%) from 2012
Net Income
$1,153,821
No earlier filing loaded for comparison.
PROVIDE HEALTH BENEFITS
The fund provides various benefits to participants and eligible dependents
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $102,248,625 | $112,153,775 | ▲ $9,905,150 |
| Accounts Receivable | $2,456,196 | $2,327,443 | ▼ $128,753 |
| Savings and Temporary Cash Investments | $2,421,650 | $351,339 | ▼ $2,070,311 |
| Land, Buildings, and Equipment, Net | $14,024 | $17,045 | ▲ $3,021 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Rtn Earn Endowment Incm Other Fnds | $-30,978,887 | $-596,743 | ▲ $30,382,144 |
| Total Assets | $107,140,495 | $114,849,602 | ▲ $7,709,107 |
| Liabilities | |||
| Other Liabilities | $138,061,912 | $115,366,159 | ▼ $22,695,753 |
| Accounts Payable and Accrued Expenses | $34,699 | $64,275 | ▲ $29,576 |
| Deferred Revenue | $22,771 | $15,911 | ▼ $6,860 |
| Total Liabilities | $138,119,382 | $115,446,345 | ▼ $22,673,037 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $-30,978,887 | $-596,743 | ▲ $30,382,144 |
| Total Liabilities and Net Assets / Fund Balance | $107,140,495 | $114,849,602 | ▲ $7,709,107 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $17,045 | $117,343 | $134,388 |
| Name | Title |
|---|---|
| Brian Miller | Trustee |
| David Ray | Trustee |
| James Tsareff | Trustee |
| Kevin Schrader | Trustee |
| Larry E Vantries | Trustee |
| Sean Seyferth | Trustee |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Anthem Insurance Companies INC | Medical Network Provider | - | $904,510 |
| Dbms Health Services LLC | Medical Network Provider | - | $164,253 |
| Pnc Bank | Custodial And Investment Management | - | $104,840 |
| Line Item | Amount |
|---|---|
| Other Expenses | $1,404,828 |
| Salaries, Compensation, and Employee Benefits | $417,732 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $24,939,980 |
| Comp Disqual Persons | - | - | - | $293,304 |
| Other Employee Benefits | - | - | - | $74,856 |
| Office Expenses | - | - | - | $63,848 |
| Payroll Taxes | - | - | - | $41,436 |
| Fees for Services Legal | - | - | - | $37,853 |
| Occupancy | - | - | - | $30,789 |
| Fees for Services Accounting | - | - | - | $29,257 |
| Other Expenses | - | - | - | $28,813 |
| All Other Expenses | - | - | - | $14,056 |
| Travel | - | - | - | $12,677 |
| Depreciation Depletion | - | - | - | $8,400 |
| Pension Plan Contributions | - | - | - | $8,136 |
| Conferences and Meetings | - | - | - | $7,641 |
| Total Functional Expenses | $0 | $0 | $0 | $26,762,540 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $26,762,540 |
| Expenses per Audited Statements | $26,388,322 |
| Total Expenses per Audited Statements | $26,388,322 |
| Expenses Not Reported on Financial Statements | $374,218 |
| Other Expense Adjustments | $257,000 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Post Retirement Benefit Obligations | $103,400,159 |
| Claim Reserves | $11,966,000 |
“Preparer presented completed form 990 in draft form to the trustees. The trustees approved the form 990 before it was filed.”
“Trustees refer to annual forms when considering transactions”
“The process of determining the compensation of the benefits admnistrator includes approval of independent trustees, who consider comparability of wages with similar organizations.”
“Organization's forms are at the organization's offices upon request.”
“Post retirement benefit obligations 29,228,323.”
“Form 990, part xii, line 2c: this process has not changed from the prior year. Form 990, park xi, line 9, changes in net assets: post retirement benefit obligations - sop92-6 22,952,753 unrealized appreciation/(depreciation) of investments 6,275,570 total to form 990, part xi, line 9 29,228,323”
“Part iv, line 11f - the fund is subject to the provisions of the employee retirement income security act of 1974 (erisa). The fund maintains a qualified trust under section 501(c)(9) of the internal revenue code and is, therefore, exempt from federal income tax. Accounting principles generally accepted in the united states require management to evaluate tax positions taken by the fund and to recognize a tax liability if the fund has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service or other taxing authorities. The plan administrator has analyzed the tax positions taken by the fund and has concluded that as of december 31, 2013, there are no uncertain positions taken, or expected to be taken, that would require recognition of a liability or disclosure in the financial statements. The fund is subject to routine audits by taxing and regulatory authorities; however, there are currently no audits for any tax periods in process. The plan administrator believes the fund is no longer subject to income tax examinations for years prior to 2010.”
“Decrease in benefit obligation other than post retirement benefit obligation”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 34699 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 64275 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 2456196 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 2327443 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | THE FUND PROVIDES VARIOUS BENEFITS TO PARTICIPANTS AND ELIGIBLE DEPENDENTS |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 14056 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 24939980 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | ROBERT CADWELL ELECTRICAL WORKERS |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 3179234577 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 1828 NORTH MERIDIAN STREET SUITE |
| IRS990/BooksInCareOfDetail/USAddress/City | 0 | INDIANAPOLIS |
| IRS990/BooksInCareOfDetail/USAddress/State | 0 | IN |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 462021471 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 3 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompDisqualPersonsGrp/TotalAmt | 0 | 293304 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 7641 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 904510 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 164253 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 2 | 104840 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1 | 0 | 220 VIRGINIA AVE |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1 | 1 | 5975 CASTLE CREEK PKY N DR SUITE |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1 | 2 | 1900 E 9TH ST FLOOR 13 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City | 0 | INDIANAPOLIS |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City | 1 | INDIANAPOLIS |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City | 2 | CLEVELAND |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State | 0 | IN |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State | 1 | IN |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State | 2 | OH |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode | 0 | 46204 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode | 1 | 46250 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode | 2 | 44114 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1 | 0 | ANTHEM INSURANCE COMPANIES INC |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1 | 1 | DBMS HEALTH SERVICES LLC |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1 | 2 | PNC BANK |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | MEDICAL NETWORK PROVIDER |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | MEDICAL NETWORK PROVIDER |
| IRS990/ContractorCompensationGrp/ServicesDesc | 2 | CUSTODIAL AND INVESTMENT MANAGEMENT |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 24939980 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 5902981 |
| IRS990/CYOtherExpensesAmt | 0 | 1404828 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 22013380 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 1153821 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 417732 |
| IRS990/CYTotalExpensesAmt | 0 | 26762540 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 27916361 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 22771 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 15911 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 8400 |
| IRS990/Desc | 0 | THE FUND PROVIDES VARIOUS MEDICAL AND WELFARE BENEFITS TO PARTICIPANTS AND ELIGIBLE DEPENDENTS |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 60 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 29257 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 37853 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | LARRY E VANTRIES |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | JAMES TSAREFF |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | BRIAN MILLER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | KEVIN SCHRADER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | SEAN SEYFERTH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | DAVID RAY |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1949 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 3367423 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 6 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 82660365 |
| IRS990/GrossReceiptsAmt | 0 | 107209303 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 6 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 2535558 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 2535558 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 102248625 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 112153775 |
| IRS990/IRPDocumentCnt | 0 | 736 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 117343 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 14024 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 17045 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 134388 |
| IRS990/LegalDomicileStateCd | 0 | IN |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 79292942 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | THE FUND PROVIDES MEDICAL AND WELFARE BENEFITS TO PARTICIPANTS AND ELIGIBLE DEPENDENTS. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | -30978887 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | -596743 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 3367423 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 3367423 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 30789 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 63848 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 29228323 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 74856 |
| IRS990/OtherExpensesGrp/Desc | 0 | ANTHEM CONTRACT SERVICE |
| IRS990/OtherExpensesGrp/Desc | 1 | PROFESSIONAL FEES |
| IRS990/OtherExpensesGrp/Desc | 2 | COMPUTER EXPENSE |
| IRS990/OtherExpensesGrp/Desc | 3 | OTHER EXPENSE |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 943824 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 190082 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 37588 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 28813 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 138061912 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 115366159 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 41436 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 8136 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | ROBERT CADWELL |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 525920 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | CONTRIBUTION INCOME |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 22013380 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 22013380 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 25557466 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 3531448 |
| IRS990/PYOtherExpensesAmt | 0 | 1177924 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 22100282 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -1485286 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 381626 |
| IRS990/PYTotalExpensesAmt | 0 | 27117016 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 25631730 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 1153821 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | -30978887 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | -596743 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 2421650 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 351339 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 17045 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 117343 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 134388 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 374218 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 26388322 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 117218 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 117218 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 6275570 |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | 257000 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 11966000 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 103400159 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | CLAIM RESERVES |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | POST RETIREMENT BENEFIT OBLIGATIONS |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 6275570 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 117218 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 27799143 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | PART IV, LINE 11F - THE FUND IS SUBJECT TO THE PROVISIONS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA). THE FUND MAINTAINS A QUALIFIED TRUST UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AND IS, THEREFORE, EXEMPT FROM FEDERAL INCOME TAX. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND TO RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE OR OTHER TAXING AUTHORITIES. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2013, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING AND REGULATORY AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROCESS. THE PLAN ADMINISTRATOR BELIEVES THE FUND IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2010. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | DECREASE IN BENEFIT OBLIGATION OTHER THAN POST RETIREMENT BENEFIT OBLIGATION |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | PART XII, LINE 4B - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 17045 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 26762540 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 115366159 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 27916361 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 34074713 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 26388322 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | PREPARER PRESENTED COMPLETED FORM 990 IN DRAFT FORM TO THE TRUSTEES. THE TRUSTEES APPROVED THE FORM 990 BEFORE IT WAS FILED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | TRUSTEES REFER TO ANNUAL FORMS WHEN CONSIDERING TRANSACTIONS |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE PROCESS OF DETERMINING THE COMPENSATION OF THE BENEFITS ADMNISTRATOR INCLUDES APPROVAL OF INDEPENDENT TRUSTEES, WHO CONSIDER COMPARABILITY OF WAGES WITH SIMILAR ORGANIZATIONS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ORGANIZATION'S FORMS ARE AT THE ORGANIZATION'S OFFICES UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | POST RETIREMENT BENEFIT OBLIGATIONS 29,228,323. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PARK XI, LINE 9, CHANGES IN NET ASSETS: POST RETIREMENT BENEFIT OBLIGATIONS - SOP92-6 22,952,753 UNREALIZED APPRECIATION/(DEPRECIATION) OF INVESTMENTS 6,275,570 TOTAL TO FORM 990, PART XI, LINE 9 29,228,323 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION B, LINE 11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 15A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART XI, LINE 9: |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PART XII, LINE 2C: |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | IN |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TempOrPermanentEndowmentsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 107140495 |
| IRS990/TotalAssetsEOYAmt | 0 | 114849602 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 107140495 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 114849602 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 60 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 26762540 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 138119382 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 115446345 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 138119382 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 115446345 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | -30978887 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | -596743 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 22013380 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 5902981 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 22013380 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 27916361 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 107140495 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 114849602 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TravelGrp/TotalAmt | 0 | 12677 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1 | 0 | 1828 N MERIDIAN SUITE 103 |
| IRS990/USAddress/City | 0 | INDIANAPOLIS |
| IRS990/USAddress/State | 0 | IN |
| IRS990/USAddress/ZIPCode | 0 | 462021471 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 6 |
| IRS990/VotingMembersIndependentCnt | 0 | 6 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ROBERT CADWELL |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | BENEFITS ADMINISTRATOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3179234577 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-10-28 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | ELECTRICAL WORKERS BENEFIT TRUST FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ELEC |
| ReturnHeader/Filer/EIN | 0 | 350851694 |
| ReturnHeader/Filer/PhoneNum | 0 | 3179234577 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 1828 NORTH MERIDIAN STREET NO 103 |
| ReturnHeader/Filer/USAddress/City | 0 | INDIANAPOLIS |
| ReturnHeader/Filer/USAddress/State | 0 | IN |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 462021471 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 352123203 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | KSM BUSINESS SERVICES INC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | PO BOX 40857 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | INDIANAPOLIS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | IN |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 462400857 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3175802000 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2014-10-28 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | PATRICK R BRAUER |
| ReturnHeader/ReturnTs | 0 | 2014-11-11T09:29:06-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2013-12-31 |
| ReturnHeader/TaxYr | 0 | 2013 |
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Displayed year
2013 • Form 990Detailed filing. Detailed filing data is available for this year.