Civic Intelligence

Electrical Insurance Trustees

990 • Fiscal year 2015 • EIN 36-1033970

Jul 01, 2014 to Jun 30, 2015 • Filed on Apr 19, 2016

Organization ProfileWWW.FUNDOFFICE.ORG

View Organization Page

221 North Lasalle Street No 200Chicago, IL 60601

(312) 782-5442

Siviq Scores

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

Liabilities / Assets

56th percentile

0.04x

Higher debt load relative to assets than 56% of similar nonprofits.

2015 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.10x

Higher debt load relative to revenue than 58% of similar nonprofits.

2015 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2015

Net Margin

75th percentile

12%

Higher net margin than 75% of similar nonprofits.

2015 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2015

Top Officer Pay

89th percentile

$392,357

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2015 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2015

Asset Growth

64th percentile

3.6%

Faster asset growth than 64% of similar nonprofits.

2015 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2014 to 2015

Revenue Growth

64th percentile

7.8%

Faster revenue growth than 64% of similar nonprofits.

2015 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$538,102,827

Up $18,865,832 (+3.6%) from 2014

Net Assets

Up

$516,780,216

Up $13,290,711 (+2.6%) from 2014

Liabilities

Up

$21,322,611

Up $5,575,121 (+35%) from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin75th percentile

Revenue

Up

$210,995,690

Up $15,349,079 (+7.8%) from 2014

Expenses

Up

$185,988,009

Up $8,608,830 (+4.9%) from 2014

Net Income

Up

$25,007,681

Up $6,740,249 (+37%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$800M$600M$400M$200M$0Assets 2010: $374,023,351Liabilities 2010: $12,516,140Net Assets 2010: $361,507,2112010Assets 2011: $410,505,412Liabilities 2011: $13,223,603Net Assets 2011: $397,281,8092011Assets 2014: $519,236,995Liabilities 2014: $15,747,490Net Assets 2014: $503,489,5052014Assets 2015: $538,102,827Liabilities 2015: $21,322,611Net Assets 2015: $516,780,2162015Assets 2016: $567,231,441Liabilities 2016: $23,467,630Net Assets 2016: $543,763,8112016Assets 2017: $613,969,336Liabilities 2017: $24,253,311Net Assets 2017: $589,716,0252017Assets 2018: $658,028,889Liabilities 2018: $28,362,435Net Assets 2018: $629,666,4542018Assets 2020: $734,017,335Liabilities 2020: $21,087,417Net Assets 2020: $712,929,9182020Assets 2022: $729,046,741Liabilities 2022: $28,985,560Net Assets 2022: $700,061,1812022

Highlighted filing

2015

Assets$538,102,827
Liabilities$21,322,611
Net Assets$516,780,216
Open 2015 Filing

Operations Trend

Revenue Growth64th percentile

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

$300M$200M$100M$0Expenses 2010: $219,085,5392010Expenses 2011: $190,537,4752011Revenue 2014: $195,646,611Expenses 2014: $177,379,179Net Income 2014: $18,267,4322014Revenue 2015: $210,995,690Expenses 2015: $185,988,009Net Income 2015: $25,007,6812015Revenue 2016: $222,627,639Expenses 2016: $192,415,923Net Income 2016: $30,211,7162016Revenue 2017: $238,683,935Expenses 2017: $205,242,283Net Income 2017: $33,441,6522017Revenue 2018: $261,179,763Expenses 2018: $211,346,841Net Income 2018: $49,832,9222018Revenue 2020: $269,435,955Expenses 2020: $241,344,091Net Income 2020: $28,091,8642020Revenue 2022: $275,509,877Expenses 2022: $269,554,938Net Income 2022: $5,954,9392022

Highlighted filing

2015

Revenue$210,995,690
Expenses$185,988,009
Net Income$25,007,681
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Apr 19, 2016
Return Version
2014v6.0
Gross Receipts
$545,970,299
Mission and Program Overview

Mission

Provide medical benefits to plan participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$503,489,505$516,780,216▲ $13,290,711
Investments Other Securities$387,509,795$451,968,851▲ $64,459,056
Savings and Temporary Cash Investments$113,129,263$67,212,092▼ $45,917,171
Accounts Receivable$17,887,254$18,951,024▲ $1,063,770
Prepaid Expenses and Deferred Charges$536,593$557,850▲ $21,257
Land, Buildings, and Equipment, Net$314,776$75,574▼ $239,202
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Cash and Non-Interest-Bearing Accounts$-140,686$-662,564▼ $521,878
Total Assets$519,236,995$538,102,827▲ $18,865,832
Liabilities
Other Liabilities$12,906,348$18,121,473▲ $5,215,125
Accounts Payable and Accrued Expenses$2,374,372$2,665,513▲ $291,141
Deferred Revenue$466,770$535,625▲ $68,855
Total Liabilities$15,747,490$21,322,611▲ $5,575,121
Net Assets / Fund Balance
Total Net Assets Fund Balance$503,489,505$516,780,216▲ $13,290,711
Total Liabilities and Net Assets / Fund Balance$519,236,995$538,102,827▲ $18,865,832

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$73,294$3,060,860$3,134,154
Leasehold Improvements$2,280$456,155$458,435
Other Securities$451,968,851--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sean MadixExecutive DirectorFT$283,270$109,087$392,357
Peter KimDirector of Information SyFT$138,864$63,019$201,883
Lori SeljanDirector of AccountingFT$102,457$39,651$142,108
John P DaltonTrusteePT-$21,387$21,387
Christopher N MccormickTrusteePT-$15,528$15,528

Board Members and Trustees

NameTitle
Jack BlockTrustee
KEVIN M O'SHEATrustee
Kenneth BauwensTrustee
Kevin ConnollyTrustee
Mario MillerTrustee
Michael R WalsdorfTrustee
Steven DiamondTrustee
Donald FinnTrustee (new)
Terry AllenTrustee (past)

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Crossblue Shield Of IllinoisMedical Claims Processor300 E RANDOLPH, Chicago, IL 60601$5,878,943
Cigna Behavioral HealthMember Assistance ProgramPO BOX 1450 NW 7307, Minneapolis, MN 55485$581,382
Cvs CaremarkPrescription Claims ProcessorONE CVS DRIVE, Woonsocket, RI 02895$487,586
Legacy Professionals LLPAuditing, Payroll Compliance Audits, Cla311 SOUTH WACKER DRIVE SUITE 4000, Chicago, IL 60606$407,680
Mercer Health Benefits LLCActuary155 NORTH WACKER DRIVE SUITE 1500, Chicago, IL 60606$348,923
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$200,002,407
Investment Income
$10,993,283
Other Revenue
$0
Change in Net Assets
$25,007,681

Audited Revenue Reconciliation

Revenue per Audited Statements
$207,291,183
Revenue Not Reported on Financial Statements
$3,704,507
Revenue Not Reported on Form 990
$-11,716,970
Other Revenue Adjustments
$2,986,287
Total Revenue per Audited Statements
$195,574,213
Total Revenue per Form 990
$210,995,690
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,028,982
Salaries, Compensation, and Employee Benefits$2,824,197
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$176,134,830
Other Salaries and Wages---$1,314,608
Fees for Services Other---$1,005,852
Office Expenses---$791,621
Fees for Service Investment Mgmnt Fees---$718,220
Pension Plan Contributions---$657,343
Fees for Services Accounting---$530,314
Occupancy---$523,663
Fees for Services Legal---$463,635
Other Employee Benefits---$421,856
Insurance---$417,138
Current Officers, Directors, Trustees, and Key Employees---$306,329
Depreciation Depletion---$267,303
Payroll Taxes---$124,061
Conferences and Meetings---$45,019
Other Expenses---$14,873
Travel---$11,743
Total Functional Expenses$0$0$0$185,988,009

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$185,988,009
Expenses per Audited Statements$182,283,502
Total Expenses per Audited Statements$182,283,502
Expenses Not Reported on Financial Statements$3,704,507
Other Expense Adjustments$2,986,287
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Entities$17,533,215
Fees Mandated by Aca$588,258
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The executive committee of the electrical contractors association appoints the management trustees. The president of local union 134 ibew appoints the union trustees.”

Form 990, Part VI, Section B, Line 11

“A copy of the 990 was provided to the entire governing body prior to being filed.”

Form 990, Part VI, Section B, Line 15

“The executive committee determines compensation for top management and highest compensated employees.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available for public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Electrical Insurance Trustees
EIN
36-1033970
Phone
3127825442
Address
221 NORTH LASALLE STREET NO 200, CHICAGO, IL 60601

Signing Officer

Name
Mr Kenneth Bauwens
Title
Chairman
Phone
3127825442
Signed
2016-04-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mr Kenneth Bauwens
Formed
1930
Legal Domicile
Il
Voting Board Members
10
Independent Board Members
5
Employees
22
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
311 S WACKER DRIVE STE 4000, CHICAGO, IL 60606
Preparer
Craig Resch
Phone
3123680500
Supplemental Narrative

Additional Explanations

FORM 990, SCHEDULE J, PART II, COLUMN B (III):

“Other reportable compensation includes automobile and life insurance reimbursments pursuant to a written employment agreement.”

FORM 990, SCHEDULE J, PART II, COLUMN C:

“Retirement and other deferred compensation includes the increase in the present value of a defined benefit pension plan as determined by the fund's actuary.”

FORM 990, SCHEDULE J, PART II, COLUMN D:

“Non-taxable benefits include the value of health and welfare premiums paid on behalf of the individuals.”

Form 990, Part XII, Line 2B

“The electrical insurance trustees insurance fund for electrical contractors, the electrical insurance trustees insurance fund for communication employers, the electrical insurance trustees insurance fund for other participating employers, the electrical insurance trustees supplemental unemployment benefit plan and the the electrical insurance trustees supplemental unemployment benefit plan for communication members all operate under one trust agreement. Each of of these plans issue separate audited financial statements. All five plans are reported on this form 990 on a consolidated basis.”

Financial Statement Notes

PART X, LINE 2:

“The individual plans file form 5500, annual return/report of employee benefit plan, with the internal revenue service (irs). The plans' returns are subject to examination until the applicable statute of limitations expires. The trust files form 990, return of organization exempt from income tax. The trust's returns are subject to examination by the internal revenue service until the applicable statute of limitations expires.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Reimbursed shared expenses reported net on financial statements 2,986,287.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Reimbursed shared expenses reported net on financial statements 2,986,287.”

Raw XML AppendixShowing 400 of 2,440 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.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt215528
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3128773
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4129316
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5136168
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE (PAST)
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE (NEW)
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR OF INFORMATION SY
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR OF ACCOUNTING
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01930
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0761611
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0335736220
IRS990/GrossReceiptsAmt0545970299
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt0417138
IRS990/InvestmentIncomeGrp/ExclusionAmt010231672
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010231672
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0387509795
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0451968851
IRS990/IRPDocumentCnt017
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03517015
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0314776
IRS990/LandBldgEquipBasisNetGrp/EOYAmt075574
IRS990/LandBldgEquipCostOrOtherBssAmt03592589
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0334974609
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE MEDICAL BENEFITS TO PLAN PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0503489505
IRS990/NetAssetsOrFundBalancesEOYAmt0516780216
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0761611
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0761611
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-11716970
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0523663
IRS990/OfficeExpensesGrp/TotalAmt0791621
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0421856
IRS990/OtherExpensesGrp/Desc0FEES MANDATED BY ACA
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/TotalAmt02239601
IRS990/OtherExpensesGrp/TotalAmt114873
IRS990/OtherLiabilitiesGrp/BOYAmt012906348
IRS990/OtherLiabilitiesGrp/EOYAmt018121473
IRS990/OtherSalariesAndWagesGrp/TotalAmt01314608
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0124061
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0657343
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0536593
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0557850
IRS990/PrincipalOfficerNm0MR KENNETH BAUWENS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PRESCRIPTION DRUG REBATES
IRS990/ProgramServiceRevenueGrp/Desc2REIMBURSED SHARED EXPENSES
IRS990/ProgramServiceRevenueGrp/Desc3MEDICARE PART D SUBSIDY
IRS990/ProgramServiceRevenueGrp/Desc4COBRA CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0187604303
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16339966
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22986287
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt32154194
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4917657
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0187604303
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16339966
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22986287
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt32154194
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4917657
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0169280879
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt011511699
IRS990/PYOtherExpensesAmt05224655
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0184134912
IRS990/PYRevenuesLessExpensesAmt018267432
IRS990/PYSalariesCompEmpBnftPaidAmt02873645
IRS990/PYTotalExpensesAmt0177379179
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0195646611
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt025007681
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0503489505
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0516780216
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0113129263
IRS990/SavingsAndTempCashInvstGrp/EOYAmt067212092
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt073294
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03060860
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03134154
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt03704507
IRS990ScheduleD/ExpensesSubtotalAmt0182283502
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0718220
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0718220
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt02280
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0456155
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0458435
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-11716970
IRS990ScheduleD/OtherExpensesNotIncludedAmt02986287
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt017533215
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1588258
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED ENTITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1FEES MANDATED BY ACA
IRS990ScheduleD/OtherRevenuesNotIncludedAmt02986287
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0451968851
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENT IN EIT INSURANCE MASTER TRUST
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0-11716970
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt03704507
IRS990ScheduleD/RevenueSubtotalAmt0207291183
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INDIVIDUAL PLANS FILE FORM 5500, ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN, WITH THE INTERNAL REVENUE SERVICE (IRS). THE PLANS' RETURNS ARE SUBJECT TO EXAMINATION UNTIL THE APPLICABLE STATUTE OF LIMITATIONS EXPIRES. THE TRUST FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX. THE TRUST'S RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATIONS EXPIRES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1REIMBURSED SHARED EXPENSES REPORTED NET ON FINANCIAL STATEMENTS 2,986,287.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REIMBURSED SHARED EXPENSES REPORTED NET ON FINANCIAL STATEMENTS 2,986,287.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt075574
IRS990ScheduleD/TotalBookValueSecuritiesAmt0451968851
IRS990ScheduleD/TotalExpensesPerForm990Amt0185988009
IRS990ScheduleD/TotalLiabilityAmt018121473
IRS990ScheduleD/TotalRevenuePerForm990Amt0210995690
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0195574213
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0182283502
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4283270
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt5138864
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt03150
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt34894
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0144536
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1128773
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2129316
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3131274

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$538,102,827
Liabilities
$21,322,611
Net assets
$516,780,216
Revenue
$210,995,690
Expenses
$185,988,009
Net income
$25,007,681
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$729$29.0$700$276$270$5.95
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$734$21.1$713$269$241$28.1
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$658$28.4$630$261$211$49.8
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$614$24.3$590$239$205$33.4
2016Detailed filing. Detailed filing data is available for this year.$567$23.5$544$223$192$30.2
2015Detailed filing. Detailed filing data is available for this year.$538$21.3$517$211$186$25.0
2014Detailed filing. Detailed filing data is available for this year.$519$15.7$503$196$177$18.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$411$13.2$397$191
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$374$12.5$362$219