Civic Intelligence

Electrical Insurance Trustees

990 • Fiscal year 2017 • EIN 36-1033970

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 26, 2018

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.

2017 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.10x

Higher debt load relative to revenue than 57% of similar nonprofits.

2017 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2017

Net Margin

66th percentile

14%

Higher net margin than 66% of similar nonprofits.

2017 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2017

Top Officer Pay

96th percentile

$586,802

Higher top officer pay than 96% of similar nonprofits.

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

2017 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2017

Asset Growth

44th percentile

8.2%

Faster asset growth than 44% of similar nonprofits.

2017 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2016 to 2017

Revenue Growth

56th percentile

7.2%

Faster revenue growth than 56% of similar nonprofits.

2017 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$613,969,336

Up $46,737,895 (+8.2%) from 2016

Net Assets

Up

$589,716,025

Up $45,952,214 (+8.5%) from 2016

Liabilities

Up

$24,253,311

Up $785,681 (+3.3%) from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin66th percentile

Revenue

Up

$238,683,935

Up $16,056,296 (+7.2%) from 2016

Expenses

Up

$205,242,283

Up $12,826,360 (+6.7%) from 2016

Net Income

Up

$33,441,652

Up $3,229,936 (+11%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2017

Assets$613,969,336
Liabilities$24,253,311
Net Assets$589,716,025
Open 2017 Filing

Operations Trend

Revenue Growth56th 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

2017

Revenue$238,683,935
Expenses$205,242,283
Net Income$33,441,652
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 26, 2018
Return Version
2016v3.0
Gross Receipts
$475,661,096
Mission and Program Overview

Mission

Provide medical benefits to plan participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$543,763,811$589,716,025▲ $45,952,214
Investments Other Securities$475,287,426$503,087,663▲ $27,800,237
Savings and Temporary Cash Investments$70,538,950$84,003,663▲ $13,464,713
Accounts Receivable$20,408,109$24,132,451▲ $3,724,342
Land, Buildings, and Equipment, Net$961,534$2,341,213▲ $1,379,679
Prepaid Expenses and Deferred Charges$197,540$487,703▲ $290,163
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Cash and Non-Interest-Bearing Accounts$-162,118$-83,357▲ $78,761
Total Assets$567,231,441$613,969,336▲ $46,737,895
Liabilities
Other Liabilities$19,778,086$19,899,510▲ $121,424
Accounts Payable and Accrued Expenses$3,115,649$3,724,377▲ $608,728
Deferred Revenue$573,895$629,424▲ $55,529
Total Liabilities$23,467,630$24,253,311▲ $785,681
Net Assets / Fund Balance
Total Net Assets Fund Balance$543,763,811$589,716,025▲ $45,952,214
Total Liabilities and Net Assets / Fund Balance$567,231,441$613,969,336▲ $46,737,895

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,340,757$3,029,008$5,369,765
Leasehold Improvements$456$457,979$458,435
Other Securities$503,087,663--
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sean MadixExecutive DirectorFT$301,158$285,644$586,802
Daniel SheffieldDirector of Information SyFT$124,011$58,164$182,175
Lori SeljanDirector of AccountingFT$110,753$50,941$161,694
Brian Brown NewTrusteePT-$53,266$53,266
John P DaltonTrusteePT-$22,800$22,800
Christopher N MccormickTrusteePT-$3,361$3,361

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$6,093,585
CignaMember Assistance ProgramPO BOX 1450 NW 7307, Minneapolis, MN 55485$603,997
Cvs CaremarkPrescription Claims ProcessorONE CVS DRIVE, Woonsocket, RI 02895$583,558
Legacy Professionals LLPAuditing, Payroll Compliance Audits311 SOUTH WACKER DRIVE SUITE 4000, Chicago, IL 60606$395,572
Mercer Health Benefits LLCActuary155 NORTH WACKER DRIVE SUITE 1500, Chicago, IL 60606$327,759
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$225,730,658
Investment Income
$12,953,277
Other Revenue
$0
Change in Net Assets
$33,441,652

Audited Revenue Reconciliation

Revenue per Audited Statements
$234,697,836
Revenue Not Reported on Financial Statements
$3,986,099
Revenue Not Reported on Form 990
$12,510,562
Other Revenue Adjustments
$3,141,967
Total Revenue per Audited Statements
$247,208,398
Total Revenue per Form 990
$238,683,935
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,384,343
Salaries, Compensation, and Employee Benefits$2,747,200
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$197,110,740
Other Salaries and Wages---$1,249,049
Office Expenses---$1,105,313
Fees for Services Other---$993,319
Fees for Service Investment Mgmnt Fees---$844,132
Pension Plan Contributions---$656,000
Occupancy---$558,065
Fees for Services Accounting---$524,920
Insurance---$425,625
Other Employee Benefits---$406,020
Fees for Services Legal---$365,303
Current Officers, Directors, Trustees, and Key Employees---$330,594
Payroll Taxes---$105,537
Conferences and Meetings---$72,372
Depreciation Depletion---$30,714
Other Expenses---$11,725
Travel---$10,857
Total Functional Expenses$0$0$0$205,242,283

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$205,242,283
Expenses per Audited Statements$201,256,184
Total Expenses per Audited Statements$201,256,184
Expenses Not Reported on Financial Statements$3,986,099
Other Expense Adjustments$3,141,967
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$19,899,510
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 11B

“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
2018-04-26
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. In the current year, there was a significant one-time increase in the change in present value calculated for sean madix due to a change in marital status.”

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 3,141,967.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Reimbursed shared expenses reported net on financial statements 3,141,967.”

Raw XML AppendixShowing 400 of 2,387 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/ReportableCompFromRltdOrgAmt2134119
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3131541
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4193115
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1039610
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/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR OF ACCOUNTING
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR OF INFORMATION SY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01930
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt02138084
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0239115245
IRS990/GrossReceiptsAmt0475661096
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt0425625
IRS990/InvestmentIncomeGrp/ExclusionAmt010815193
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010815193
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0475287426
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0503087663
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03486987
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0961534
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02341213
IRS990/LandBldgEquipCostOrOtherBssAmt05828200
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0236977161
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/NetAssetsOrFundBalancesBOYAmt0543763811
IRS990/NetAssetsOrFundBalancesEOYAmt0589716025
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02138084
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02138084
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt012510562
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0558065
IRS990/OfficeExpensesGrp/TotalAmt01105313
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0406020
IRS990/OtherExpensesGrp/Desc0FEES MANDATED BY ACA
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/Desc2PERSONNEL-RELATED EXPEN
IRS990/OtherExpensesGrp/TotalAmt0424705
IRS990/OtherExpensesGrp/TotalAmt117293
IRS990/OtherExpensesGrp/TotalAmt211725
IRS990/OtherLiabilitiesGrp/BOYAmt019778086
IRS990/OtherLiabilitiesGrp/EOYAmt019899510
IRS990/OtherSalariesAndWagesGrp/TotalAmt01249049
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0105537
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0656000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0197540
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0487703
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/RelatedOrExemptFuncIncomeAmt0210302065
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt19122910
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23141967
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt32513365
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4650351
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0210302065
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt19122910
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23141967
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt32513365
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4650351
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0183854889
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt08730857
IRS990/PYOtherExpensesAmt05817328
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0213896782
IRS990/PYRevenuesLessExpensesAmt030211716
IRS990/PYSalariesCompEmpBnftPaidAmt02743706
IRS990/PYTotalExpensesAmt0192415923
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0222627639
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt033441652
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0543763811
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0589716025
IRS990/SavingsAndTempCashInvstGrp/BOYAmt070538950
IRS990/SavingsAndTempCashInvstGrp/EOYAmt084003663
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt02340757
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03029008
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05369765
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt03986099
IRS990ScheduleD/ExpensesSubtotalAmt0201256184
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0844132
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0844132
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0456
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0457979
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0458435
IRS990ScheduleD/NetUnrealizedGainsInvstAmt012510562
IRS990ScheduleD/OtherExpensesNotIncludedAmt03141967
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt019899510
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED ENTITIES - NET
IRS990ScheduleD/OtherRevenuesNotIncludedAmt03141967
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0503087663
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENT IN EIT INSURANCE MASTER TRUST
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt012510562
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt03986099
IRS990ScheduleD/RevenueSubtotalAmt0234697836
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 3,141,967.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REIMBURSED SHARED EXPENSES REPORTED NET ON FINANCIAL STATEMENTS 3,141,967.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02341213
IRS990ScheduleD/TotalBookValueSecuritiesAmt0503087663
IRS990ScheduleD/TotalExpensesPerForm990Amt0205242283
IRS990ScheduleD/TotalLiabilityAmt019899510
IRS990ScheduleD/TotalRevenuePerForm990Amt0238683935
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0247208398
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0201256184
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3301158
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4110753
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt5124011
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/CompensationBasedOnRltdOrgsAmt0134119
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1131541
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2193115
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt30

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$613,969,336
Liabilities
$24,253,311
Net assets
$589,716,025
Revenue
$238,683,935
Expenses
$205,242,283
Net income
$33,441,652
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
2017Detailed filing. Detailed filing data is available for this year.$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