Civic Intelligence

Electrical Workers Benefit Trust Fund

990 • Fiscal year 2015 • EIN 35-0851694

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 05, 2016

Organization ProfileN/A

View Organization Page

1828 North Meridian Street No 103Indianapolis, IN 46202-1471

(317) 923-4577

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2015

Liabilities / Revenue

31st percentile

0.01x

Higher debt load relative to revenue than 31% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2015

Net Margin

17th percentile

-7.7%

Higher net margin than 17% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2015

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2015

Asset Growth

33rd percentile

-4.1%

Faster asset growth than 33% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Revenue Growth

68th percentile

9.9%

Faster revenue growth than 68% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$111,801,621

Down $4,806,156 (-4.1%) from 2014

Net Assets

Up

$111,531,321

Up $124,074,812 (+989%) from 2014

Liabilities

Down

$270,300

Down $128,880,968 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin17th percentile

Revenue

Up

$27,297,855

Up $2,463,071 (+9.9%) from 2014

Expenses

Up

$29,392,516

Up $1,601,663 (+5.8%) from 2014

Net Income

Up

-$2,094,661

Up $861,408 (+29%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0-$100MAssets 2010: $99,338,508Liabilities 2010: $106,815,562Net Assets 2010: -$7,477,0542010Assets 2011: $101,163,621Liabilities 2011: $128,727,196Net Assets 2011: -$27,563,5752011Assets 2012: $107,140,495Liabilities 2012: $138,119,382Net Assets 2012: -$30,978,8872012Assets 2013: $114,849,602Liabilities 2013: $115,446,345Net Assets 2013: -$596,7432013Assets 2014: $116,607,777Liabilities 2014: $129,151,268Net Assets 2014: -$12,543,4912014Assets 2015: $111,801,621Liabilities 2015: $270,300Net Assets 2015: $111,531,3212015Assets 2016: $112,085,646Liabilities 2016: $148,795Net Assets 2016: $111,936,8512016Assets 2017: $119,151,672Liabilities 2017: $349,361Net Assets 2017: $118,802,3112017Assets 2018: $105,303,565Liabilities 2018: $350,689Net Assets 2018: $104,952,8762018Assets 2019: $125,996,485Liabilities 2019: $538,610Net Assets 2019: $125,457,8752019Assets 2020: $150,845,073Liabilities 2020: $544,242Net Assets 2020: $150,300,8312020Assets 2021: $174,050,857Liabilities 2021: $411,803Net Assets 2021: $173,639,0542021Assets 2022: $158,526,300Liabilities 2022: $406,430Net Assets 2022: $158,119,8702022Assets 2023: $187,230,122Liabilities 2023: $355,042Net Assets 2023: $186,875,0802023Assets 2024: $213,963,110Liabilities 2024: $425,273Net Assets 2024: $213,537,8372024

Highlighted filing

2015

Assets$111,801,621
Liabilities$270,300
Net Assets$111,531,321
Open 2015 Filing

Operations Trend

Revenue Growth68th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80M$60M$40M$20M$0-$20MExpenses 2010: $24,832,5512010Expenses 2011: $25,263,7462011Expenses 2012: $27,117,0162012Revenue 2013: $27,916,361Expenses 2013: $26,762,540Net Income 2013: $1,153,8212013Revenue 2014: $24,834,784Expenses 2014: $27,790,853Net Income 2014: -$2,956,0692014Revenue 2015: $27,297,855Expenses 2015: $29,392,516Net Income 2015: -$2,094,6612015Revenue 2016: $30,959,098Expenses 2016: $32,439,878Net Income 2016: -$1,480,7802016Revenue 2017: $32,641,702Expenses 2017: $33,278,706Net Income 2017: -$637,0042017Revenue 2018: $31,663,503Expenses 2018: $40,652,180Net Income 2018: -$8,988,6772018Revenue 2019: $41,696,842Expenses 2019: $36,329,730Net Income 2019: $5,367,1122019Revenue 2020: $49,482,566Expenses 2020: $33,873,746Net Income 2020: $15,608,8202020Revenue 2021: $49,044,150Expenses 2021: $36,164,140Net Income 2021: $12,880,0102021Revenue 2022: $43,680,458Expenses 2022: $38,970,881Net Income 2022: $4,709,5772022Revenue 2023: $53,581,724Expenses 2023: $38,321,008Net Income 2023: $15,260,7162023Revenue 2024: $62,363,827Expenses 2024: $49,606,433Net Income 2024: $12,757,3942024

Highlighted filing

2015

Revenue$27,297,855
Expenses$29,392,516
Net Income-$2,094,661
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 5, 2016
Return Version
2015v2.1
Gross Receipts
$81,613,680
Mission and Program Overview

Mission

PROVIDE HEALTH BENEFITS

The fund provides various benefits to participants and eligible dependents

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$116,521,078$111,531,321▼ $4,989,757
Investments in Publicly Traded Securities$113,942,777$109,146,923▼ $4,795,854
Accounts Receivable$1,930,152$2,106,404▲ $176,252
Savings and Temporary Cash Investments$719,404$531,440▼ $187,964
Land, Buildings, and Equipment, Net$15,444$16,854▲ $1,410
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$116,607,777$111,801,621▼ $4,806,156
Liabilities
Accounts Payable and Accrued Expenses$64,395$243,671▲ $179,276
Deferred Revenue$22,304$26,629▲ $4,325
Total Liabilities$86,699$270,300▲ $183,601
Net Assets / Fund Balance
Total Net Assets Fund Balance$116,521,078$111,531,321▼ $4,989,757
Total Liabilities and Net Assets / Fund Balance$116,607,777$111,801,621▼ $4,806,156

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$16,854$127,424$144,278
Compensation and Service Providers
Top Officer Pay32nd percentile

Board Members and Trustees

NameTitle
Jeff WheelerAlternate Trustee
Ted UppoleAlternate Trustee
Brian MillerTrustee
James TsareffTrustee
Kevin MarshallTrustee
Kevin SchraderTrustee
Larry E VantriesTrustee
Steve MenserTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Anthem Insurance Companies INCMedical Network Provider220 VIRGINIA AVE, Indianapolis, IN 46204$1,027,213
United Healthcare Insurance CompanyRx Ewip Program8900 KEYSTONE XING STE 560, Indianapolis, IN 46240$567,556
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$23,522,426
Investment Income
$3,775,429
Other Revenue
$0
Change in Net Assets
$-2,094,661

Audited Revenue Reconciliation

Revenue per Audited Statements
$27,113,230
Revenue Not Reported on Financial Statements
$184,625
Revenue Not Reported on Form 990
$-2,895,096
Total Revenue per Audited Statements
$24,218,134
Total Revenue per Form 990
$27,297,855
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,397,200
Salaries, Compensation, and Employee Benefits$472,093
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$26,523,223
Other Salaries and Wages---$340,688
Fees for Service Investment Mgmnt Fees---$184,625
Other Employee Benefits---$86,872
Fees for Services Other---$71,279
All Other Expenses---$54,176
Fees for Services Accounting---$46,059
Office Expenses---$43,544
Other Expenses---$39,047
Payroll Taxes---$34,989
Fees for Services Legal---$33,080
Occupancy---$31,128
Travel---$12,149
Pension Plan Contributions---$9,544
Depreciation Depletion---$7,286
Conferences and Meetings---$2,824
Total Functional Expenses$0$0$0$29,392,516

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$29,392,516
Expenses per Audited Statements$29,207,891
Total Expenses per Audited Statements$29,207,891
Expenses Not Reported on Financial Statements$184,625
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Preparer presented completed form 990 in draft form to the trustees. The trustees approved the form 990 before it was filed.”

Form 990, Part VI, Section B, Line 12C

“Trustees refer to annual forms when considering transactions”

Form 990, Part VI, Section B, Line 15A

“The process of determining the compensation of the benefits admnistrator includes approval of independent trustees, who consider comparability of wages with similar organizations.”

Form 990, Part VI, Section C, Line 19

“Organization's forms are at the organization's offices upon request.”

Filing and Contact Details

Filer

Filer Name
Electrical Workers Benefit
EIN
35-0851694
Phone
3179234577
Address
1828 NORTH MERIDIAN STREET NO 103, INDIANAPOLIS, IN 46202-1471

Signing Officer

Name
Robert Cadwell
Title
Benefits Administrator
Phone
3179234577
Signed
2016-10-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Cadwell
Formed
1949
Legal Domicile
In
Voting Board Members
6
Independent Board Members
6
Employees
46
Volunteers
0

Preparer

Firm
Ksm Business Services Inc
Address
PO BOX 40857, INDIANAPOLIS, IN 46240-0857
Preparer
Casse Tate
Phone
3175802000
Supplemental Narrative

Additional Explanations

Form 990 Part X, Line 26

“Total liabilities of electrical workers benefit trust fund does not include the following estimated obligations: 2014: future benefit obligations other than postretirement benefits obligations: 12,441,000 future postretirement benefit obligations: 116,623,569 2015: future benefit obligations other than postretirement benefits obligations: 12,641,000 future postretirement benefit obligations: 110,833,380”

FORM 990, PART XII, LINE 2C:

“Form 990, part xii, line 2c: this process has not changed from the prior year. Form 990, part xi, line 5, changes in net assets: unrealized appreciation/(depreciation) of investments (2,895,096)”

Financial Statement Notes

PART X, LINE 2:

“Part iv, line 11f - the fund maintains a qualified trust under section 501(c)(9) of the internal revenue code and has received a determination letter from the irs dated january 1974 that the trust is exempt from federal income tax. Accounting principles generally accepted in the united states require the fund's 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 fund is subject to routine audits by taxing and regulatory authorities; however, there are currently no audits for any tax periods in process. The fund administrator believes the fund is no longer subject to income tax examinations for years prior to 2012.”

Raw XML Appendix360 raw XML fields

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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt064395
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0243671
IRS990/AccountsReceivableGrp/BOYAmt01930152
IRS990/AccountsReceivableGrp/EOYAmt02106404
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE FUND PROVIDES VARIOUS BENEFITS TO PARTICIPANTS AND ELIGIBLE DEPENDENTS
IRS990/AllOtherExpensesGrp/TotalAmt054176
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt026523223
IRS990/BooksInCareOfDetail/PersonNm0ROBERT CADWELL ELECTRICAL WORKERS
IRS990/BooksInCareOfDetail/PhoneNum03179234577
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01828 NORTH MERIDIAN STREET SUITE
IRS990/BooksInCareOfDetail/USAddress/CityNm0INDIANAPOLIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0462021471
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt02824
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt01027213
IRS990/ContractorCompensationGrp/CompensationAmt1567556
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0220 VIRGINIA AVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt18900 KEYSTONE XING STE 560
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0INDIANAPOLIS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1INDIANAPOLIS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0IN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1IN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd046204
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd146240
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0ANTHEM INSURANCE COMPANIES INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1UNITED HEALTHCARE INSURANCE COMPANY
IRS990/ContractorCompensationGrp/ServicesDesc0MEDICAL NETWORK PROVIDER
IRS990/ContractorCompensationGrp/ServicesDesc1RX EWIP PROGRAM
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt026523223
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03775429
IRS990/CYOtherExpensesAmt02397200
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt023522426
IRS990/CYRevenuesLessExpensesAmt0-2094661
IRS990/CYSalariesCompEmpBnftPaidAmt0472093
IRS990/CYTotalExpensesAmt029392516
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt027297855
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt022304
IRS990/DeferredRevenueGrp/EOYAmt026629
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt07286
IRS990/Desc0THE FUND PROVIDES VARIOUS MEDICAL AND WELFARE BENEFITS TO PARTICIPANTS AND ELIGIBLE DEPENDENTS
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt046
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt046059
IRS990/FeesForServicesLegalGrp/TotalAmt033080
IRS990/FeesForServicesOtherGrp/TotalAmt071279
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0184625
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0LARRY E VANTRIES
IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES TSAREFF
IRS990/Form990PartVIISectionAGrp/PersonNm2BRIAN MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm3KEVIN SCHRADER
IRS990/Form990PartVIISectionAGrp/PersonNm4STEVE MENSER
IRS990/Form990PartVIISectionAGrp/PersonNm5KEVIN MARSHALL
IRS990/Form990PartVIISectionAGrp/PersonNm6JEFF WHEELER
IRS990/Form990PartVIISectionAGrp/PersonNm7TED UPPOLE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7ALTERNATE TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01949
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01231582
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt055547407
IRS990/GrossReceiptsAmt081613680
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt02543847
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02543847
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0113942777
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0109146923
IRS990/IRPDocumentCnt0680
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0127424
IRS990/LandBldgEquipBasisNetGrp/BOYAmt015444
IRS990/LandBldgEquipBasisNetGrp/EOYAmt016854
IRS990/LandBldgEquipCostOrOtherBssAmt0144278
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt054315825
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FUND PROVIDES MEDICAL AND WELFARE BENEFITS TO PARTICIPANTS AND ELIGIBLE DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0116521078
IRS990/NetAssetsOrFundBalancesEOYAmt0111531321
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt01231582
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01231582
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2895096
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt031128
IRS990/OfficeExpensesGrp/TotalAmt043544
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt086872
IRS990/OtherExpensesGrp/Desc0ANTHEM CONTRACT SERVICE
IRS990/OtherExpensesGrp/Desc1PRESCRIPTION DRUG EMPLO
IRS990/OtherExpensesGrp/Desc2EXCISE TAXES AND FEES
IRS990/OtherExpensesGrp/Desc3COMPUTER EXPENSE
IRS990/OtherExpensesGrp/TotalAmt01027213
IRS990/OtherExpensesGrp/TotalAmt1596894
IRS990/OtherExpensesGrp/TotalAmt2247896
IRS990/OtherExpensesGrp/TotalAmt339047
IRS990/OtherSalariesAndWagesGrp/TotalAmt0340688
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt034989
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt09544
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROBERT CADWELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525920
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTION INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt023522426
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt023522426
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt025251394
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02955392
IRS990/PYOtherExpensesAmt02060212
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt021879392
IRS990/PYRevenuesLessExpensesAmt0-2956069
IRS990/PYSalariesCompEmpBnftPaidAmt0479247
IRS990/PYTotalExpensesAmt027790853
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt024834784
IRS990/ReconcilationRevenueExpnssAmt0-2094661
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0116521078
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0111531321
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0719404
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0531440
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt016854
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0127424
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0144278
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0184625
IRS990ScheduleD/ExpensesSubtotalAmt029207891
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0184625
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0184625
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-2895096
IRS990ScheduleD/RevenueNotReportedAmt0-2895096
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0184625
IRS990ScheduleD/RevenueSubtotalAmt027113230
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PART IV, LINE 11F - THE FUND MAINTAINS A QUALIFIED TRUST UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AND HAS RECEIVED A DETERMINATION LETTER FROM THE IRS DATED JANUARY 1974 THAT THE TRUST IS EXEMPT FROM FEDERAL INCOME TAX. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES REQUIRE THE FUND'S 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 FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING AND REGULATORY AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROCESS. THE FUND ADMINISTRATOR BELIEVES THE FUND IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2012.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt016854
IRS990ScheduleD/TotalExpensesPerForm990Amt029392516
IRS990ScheduleD/TotalRevenuePerForm990Amt027297855
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt024218134
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt029207891
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PREPARER PRESENTED COMPLETED FORM 990 IN DRAFT FORM TO THE TRUSTEES. THE TRUSTEES APPROVED THE FORM 990 BEFORE IT WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES REFER TO ANNUAL FORMS WHEN CONSIDERING TRANSACTIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PROCESS OF DETERMINING THE COMPENSATION OF THE BENEFITS ADMNISTRATOR INCLUDES APPROVAL OF INDEPENDENT TRUSTEES, WHO CONSIDER COMPARABILITY OF WAGES WITH SIMILAR ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ORGANIZATION'S FORMS ARE AT THE ORGANIZATION'S OFFICES UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TOTAL LIABILITIES OF ELECTRICAL WORKERS BENEFIT TRUST FUND DOES NOT INCLUDE THE FOLLOWING ESTIMATED OBLIGATIONS: 2014: FUTURE BENEFIT OBLIGATIONS OTHER THAN POSTRETIREMENT BENEFITS OBLIGATIONS: 12,441,000 FUTURE POSTRETIREMENT BENEFIT OBLIGATIONS: 116,623,569 2015: FUTURE BENEFIT OBLIGATIONS OTHER THAN POSTRETIREMENT BENEFITS OBLIGATIONS: 12,641,000 FUTURE POSTRETIREMENT BENEFIT OBLIGATIONS: 110,833,380
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART XI, LINE 5, CHANGES IN NET ASSETS: UNREALIZED APPRECIATION/(DEPRECIATION) OF INVESTMENTS (2,895,096)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 PART X, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0116607777
IRS990/TotalAssetsEOYAmt0111801621
IRS990/TotalAssetsGrp/BOYAmt0116607777
IRS990/TotalAssetsGrp/EOYAmt0111801621
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt046
IRS990/TotalFunctionalExpensesGrp/TotalAmt029392516
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt086699
IRS990/TotalLiabilitiesEOYAmt0270300
IRS990/TotalLiabilitiesGrp/BOYAmt086699
IRS990/TotalLiabilitiesGrp/EOYAmt0270300
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0116521078
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0111531321
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt023522426
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02543847
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt024754008
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt027297855
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0116607777
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0111801621
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt012149
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01828 NORTH MERIDIAN STREET NO 103
IRS990/USAddress/CityNm0INDIANAPOLIS
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd0462021471
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT CADWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BENEFITS ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03179234577
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELECTRICAL WORKERS BENEFIT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0ELEC
ReturnHeader/Filer/EIN0350851694
ReturnHeader/Filer/PhoneNum03179234577
ReturnHeader/Filer/USAddress/AddressLine1Txt01828 NORTH MERIDIAN STREET NO 103
ReturnHeader/Filer/USAddress/CityNm0INDIANAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd0462021471
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352123203
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KSM BUSINESS SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 40857
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0462400857
ReturnHeader/PreparerPersonGrp/PhoneNum03175802000
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CASSE TATE
ReturnHeader/ReturnTs02016-10-13T13:47:02-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$111,801,621
Liabilities
$270,300
Net assets
$111,531,321
Revenue
$27,297,855
Expenses
$29,392,516
Net income
-$2,094,661
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$214$0.43$214$62.4$49.6$12.8
2023Detailed filing. Detailed filing data is available for this year.$187$0.36$187$53.6$38.3$15.3
2022Detailed filing. Detailed filing data is available for this year.$159$0.41$158$43.7$39.0$4.71
2021Detailed filing. Detailed filing data is available for this year.$174$0.41$174$49.0$36.2$12.9
2020Detailed filing. Detailed filing data is available for this year.$151$0.54$150$49.5$33.9$15.6
2019Detailed filing. Detailed filing data is available for this year.$126$0.54$125$41.7$36.3$5.37
2018Detailed filing. Detailed filing data is available for this year.$105$0.35$105$31.7$40.7$8.99
2017Detailed filing. Detailed filing data is available for this year.$119$0.35$119$32.6$33.3$0.64
2016Detailed filing. Detailed filing data is available for this year.$112$0.15$112$31.0$32.4$1.48
2015Detailed filing. Detailed filing data is available for this year.$112$0.27$112$27.3$29.4$2.09
2014Detailed filing. Detailed filing data is available for this year.$117$129$12.5$24.8$27.8$2.96
2013Detailed filing. Detailed filing data is available for this year.$115$115$0.60$27.9$26.8$1.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$107$138$31.0$27.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$101$129$27.6$25.3
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$99.3$107$7.48$24.8