Civic Intelligence

Electrical Insurance Trustees

990 • Fiscal year 2016 • EIN 36-1033970

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 13, 2017

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

54th percentile

0.04x

Higher debt load relative to assets than 54% of similar nonprofits.

2016 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2016

Liabilities / Revenue

61st percentile

0.11x

Higher debt load relative to revenue than 61% of similar nonprofits.

2016 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2016

Net Margin

72nd percentile

14%

Higher net margin than 72% of similar nonprofits.

2016 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2016

Top Officer Pay

89th percentile

$414,827

Higher top officer pay than 89% of similar nonprofits.

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

2016 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2016

Asset Growth

55th percentile

5.4%

Faster asset growth than 55% of similar nonprofits.

2016 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2015 to 2016

Revenue Growth

49th percentile

5.5%

Faster revenue growth than 49% of similar nonprofits.

2016 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$567,231,441

Up $29,128,614 (+5.4%) from 2015

Net Assets

Up

$543,763,811

Up $26,983,595 (+5.2%) from 2015

Liabilities

Up

$23,467,630

Up $2,145,019 (+10%) from 2015

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin72nd percentile

Revenue

Up

$222,627,639

Up $11,631,949 (+5.5%) from 2015

Expenses

Up

$192,415,923

Up $6,427,914 (+3.5%) from 2015

Net Income

Up

$30,211,716

Up $5,204,035 (+21%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2016

Assets$567,231,441
Liabilities$23,467,630
Net Assets$543,763,811
Open 2016 Filing

Operations Trend

Revenue Growth49th 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

2016

Revenue$222,627,639
Expenses$192,415,923
Net Income$30,211,716
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 13, 2017
Return Version
2015v3.0
Gross Receipts
$430,521,851
Mission and Program Overview

Mission

Provide medical benefits to plan participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$516,780,216$543,763,811▲ $26,983,595
Investments Other Securities$451,968,851$475,287,426▲ $23,318,575
Savings and Temporary Cash Investments$67,212,092$70,538,950▲ $3,326,858
Accounts Receivable$18,951,024$20,408,109▲ $1,457,085
Land, Buildings, and Equipment, Net$75,574$961,534▲ $885,960
Prepaid Expenses and Deferred Charges$557,850$197,540▼ $360,310
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Cash and Non-Interest-Bearing Accounts$-662,564$-162,118▲ $500,446
Total Assets$538,102,827$567,231,441▲ $29,128,614
Liabilities
Other Liabilities$18,121,473$19,778,086▲ $1,656,613
Accounts Payable and Accrued Expenses$2,665,513$3,115,649▲ $450,136
Deferred Revenue$535,625$573,895▲ $38,270
Total Liabilities$21,322,611$23,467,630▲ $2,145,019
Net Assets / Fund Balance
Total Net Assets Fund Balance$516,780,216$543,763,811▲ $26,983,595
Total Liabilities and Net Assets / Fund Balance$538,102,827$567,231,441▲ $29,128,614

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$960,166$3,019,504$3,979,670
Leasehold Improvements$1,368$457,067$458,435
Other Securities$475,287,426--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sean MadixExecutive DirectorFT$293,675$121,152$414,827
Daniel SheffieldDirector of Information SystemsFT$118,985$51,756$170,741
Lori SeljanDirector of AccountingFT$107,517$45,506$153,023
Peter KimDirector of Information Systems(past)FT$111,131$12,215$123,346
John P DaltonTrusteePT-$23,449$23,449
Christopher N MccormickTrusteePT-$16,698$16,698

Board Members and Trustees

NameTitle
Donald FinnTrustee
Jack BlockTrustee
KEVIN M O'SHEATrustee
Kenneth BauwensTrustee
Kevin ConnollyTrustee
Mario MillerTrustee
Michael R WalsdorfTrustee
Steven DiamondTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Crossblue Shield Of IllinoisMedical Claims Processor300 E RANDOLPH, Chicago, IL 60601$6,006,353
Cigna Behavioral HealthMember Assistance ProgramPO BOX 1450 NW 7307, Minneapolis, MN 55485$593,714
Cvs CaremarkPrescription Claims ProcessorONE CVS DRIVE, Woonsocket, RI 02895$573,365
Legacy Professionals LLPAuditing, Payroll Compliance Audits311 SOUTH WACKER DRIVE SUITE 4000, Chicago, IL 60606$457,910
Mercer Health Benefits LLCActuary155 NORTH WACKER DRIVE SUITE 1500, Chicago, IL 60606$358,592
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$213,896,782
Investment Income
$8,730,857
Other Revenue
$0
Change in Net Assets
$30,211,716

Audited Revenue Reconciliation

Revenue per Audited Statements
$218,623,518
Revenue Not Reported on Financial Statements
$4,004,121
Revenue Not Reported on Form 990
$-3,228,121
Other Revenue Adjustments
$3,220,622
Total Revenue per Audited Statements
$215,395,397
Total Revenue per Form 990
$222,627,639
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,817,328
Salaries, Compensation, and Employee Benefits$2,743,706
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$183,854,889
Other Salaries and Wages---$1,219,221
Fees for Services Other---$972,119
Office Expenses---$931,968
Fees for Service Investment Mgmnt Fees---$783,499
Pension Plan Contributions---$656,000
Fees for Services Accounting---$577,960
Occupancy---$547,197
Other Employee Benefits---$439,053
Fees for Services Legal---$434,386
Insurance---$394,927
Current Officers, Directors, Trustees, and Key Employees---$316,988
Payroll Taxes---$112,444
Depreciation Depletion---$47,437
Conferences and Meetings---$24,908
Other Expenses---$21,989
Travel---$10,140
Total Functional Expenses$0$0$0$192,415,923

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$192,415,923
Expenses per Audited Statements$188,411,802
Total Expenses per Audited Statements$188,411,802
Expenses Not Reported on Financial Statements$4,004,121
Other Expense Adjustments$3,220,622
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 - Net$19,418,086
Fees Mandated by Aca$360,000
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
2017-02-13
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
23
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 3,220,622.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Reimbursed shared expenses reported net on financial statements 3,220,622.”

Raw XML AppendixShowing 400 of 2,378 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/ReportableCompFromRltdOrgAmt3134023
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4192765
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
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
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR OF ACCOUNTING
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR OF INFORMATION SYSTEMS
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR OF INFORMATION SYSTEMS(PAST)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01930
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-2398379
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0205495833
IRS990/GrossReceiptsAmt0430521851
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt0394927
IRS990/InvestmentIncomeGrp/ExclusionAmt011129236
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011129236
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0451968851
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0475287426
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03476571
IRS990/LandBldgEquipBasisNetGrp/BOYAmt075574
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0961534
IRS990/LandBldgEquipCostOrOtherBssAmt04438105
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0207894212
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/NetAssetsOrFundBalancesBOYAmt0516780216
IRS990/NetAssetsOrFundBalancesEOYAmt0543763811
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-2398379
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-2398379
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-3228121
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0547197
IRS990/OfficeExpensesGrp/TotalAmt0931968
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0439053
IRS990/OtherExpensesGrp/Desc0FEES MANDATED BY ACA
IRS990/OtherExpensesGrp/Desc1PERSONNEL-RELATED EXPEN
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/TotalAmt01012778
IRS990/OtherExpensesGrp/TotalAmt158020
IRS990/OtherExpensesGrp/TotalAmt221989
IRS990/OtherLiabilitiesGrp/BOYAmt018121473
IRS990/OtherLiabilitiesGrp/EOYAmt019778086
IRS990/OtherSalariesAndWagesGrp/TotalAmt01219221
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0112444
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0656000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0557850
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0197540
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/RelatedOrExemptFuncIncomeAmt0200331905
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt17363402
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23220622
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt32231545
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4749308
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0200331905
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt17363402
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23220622
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt32231545
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4749308
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0176134830
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt010993283
IRS990/PYOtherExpensesAmt07028982
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0200002407
IRS990/PYRevenuesLessExpensesAmt025007681
IRS990/PYSalariesCompEmpBnftPaidAmt02824197
IRS990/PYTotalExpensesAmt0185988009
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0210995690
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt030211716
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0516780216
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0543763811
IRS990/SavingsAndTempCashInvstGrp/BOYAmt067212092
IRS990/SavingsAndTempCashInvstGrp/EOYAmt070538950
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0960166
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03019504
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03979670
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt04004121
IRS990ScheduleD/ExpensesSubtotalAmt0188411802
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0783499
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0783499
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01368
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0457067
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0458435
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-3228121
IRS990ScheduleD/OtherExpensesNotIncludedAmt03220622
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt019418086
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1360000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED ENTITIES - NET
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1FEES MANDATED BY ACA
IRS990ScheduleD/OtherRevenuesNotIncludedAmt03220622
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0475287426
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENT IN EIT INSURANCE MASTER TRUST
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0-3228121
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt04004121
IRS990ScheduleD/RevenueSubtotalAmt0218623518
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 3,220,622.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REIMBURSED SHARED EXPENSES REPORTED NET ON FINANCIAL STATEMENTS 3,220,622.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0961534
IRS990ScheduleD/TotalBookValueSecuritiesAmt0475287426
IRS990ScheduleD/TotalExpensesPerForm990Amt0192415923
IRS990ScheduleD/TotalLiabilityAmt019778086
IRS990ScheduleD/TotalRevenuePerForm990Amt0222627639
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0215395397
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0188411802
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3293675
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4107517
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt5118985
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0133623
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1134023
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2192765

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$567,231,441
Liabilities
$23,467,630
Net assets
$543,763,811
Revenue
$222,627,639
Expenses
$192,415,923
Net income
$30,211,716
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