Civic Intelligence

Electrical Insurance Trustees

990 • Fiscal year 2021 • EIN 36-1033970

Jul 01, 2020 to Jun 30, 2021 • Filed on Mar 22, 2022

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

59th percentile

0.03x

Higher debt load relative to assets than 59% of similar nonprofits.

2021 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

0.10x

Higher debt load relative to revenue than 62% of similar nonprofits.

2021 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2021

Net Margin

19th percentile

-3.8%

Higher net margin than 19% of similar nonprofits.

2021 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2021

Top Officer Pay

93rd percentile

$547,541

Higher top officer pay than 93% of similar nonprofits.

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

2021 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2021

Asset Growth

39th percentile

5.4%

Faster asset growth than 39% of similar nonprofits.

2021 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2020 to 2021

Revenue Growth

27th percentile

-2.3%

Faster revenue growth than 27% of similar nonprofits.

2021 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$773,934,785

Up $39,917,450 (+5.4%) from 2020

Net Assets

Up

$747,977,045

Up $35,047,127 (+4.9%) from 2020

Liabilities

Up

$25,957,740

Up $4,870,323 (+23%) from 2020

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin19th percentile

Revenue

Down

$263,143,563

Down $6,292,392 (-2.3%) from 2020

Expenses

Up

$273,042,704

Up $31,698,613 (+13%) from 2020

Net Income

Down

-$9,899,141

Down $37,991,005 (-135%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth39th 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 2021: $773,934,785Liabilities 2021: $25,957,740Net Assets 2021: $747,977,0452021Assets 2022: $729,046,741Liabilities 2022: $28,985,560Net Assets 2022: $700,061,1812022

Highlighted filing

2021

Assets$773,934,785
Liabilities$25,957,740
Net Assets$747,977,045
Open 2021 Filing

Operations Trend

Revenue Growth27th percentile

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

$300M$200M$100M$0-$100MExpenses 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 2021: $263,143,563Expenses 2021: $273,042,704Net Income 2021: -$9,899,1412021Revenue 2022: $275,509,877Expenses 2022: $269,554,938Net Income 2022: $5,954,9392022

Highlighted filing

2021

Revenue$263,143,563
Expenses$273,042,704
Net Income-$9,899,141
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 22, 2022
Return Version
2020v4.2
Gross Receipts
$469,873,490
Mission and Program Overview

Mission

Provide medical benefits to plan participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$712,929,918$747,977,045▲ $35,047,127
Investments Other Securities$647,817,820$685,716,310▲ $37,898,490
Savings and Temporary Cash Investments$59,657,252$60,628,686▲ $971,434
Accounts Receivable$24,316,422$25,652,332▲ $1,335,910
Land, Buildings, and Equipment, Net$2,158,423$1,873,334▼ $285,089
Prepaid Expenses and Deferred Charges$215,193$276,232▲ $61,039
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Cash and Non-Interest-Bearing Accounts$-147,775$-212,109▼ $64,334
Total Assets$734,017,335$773,934,785▲ $39,917,450
Liabilities
Other Liabilities$16,938,516$23,165,089▲ $6,226,573
Accounts Payable and Accrued Expenses$3,537,998$2,194,022▼ $1,343,976
Deferred Revenue$610,903$598,629▼ $12,274
Total Liabilities$21,087,417$25,957,740▲ $4,870,323
Net Assets / Fund Balance
Total Net Assets Fund Balance$712,929,918$747,977,045▲ $35,047,127
Total Liabilities and Net Assets / Fund Balance$734,017,335$773,934,785▲ $39,917,450

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$760,251$2,044,578$2,804,829
Buildings$563,762-$563,762
Other Land Buildings$549,321-$549,321
Leasehold Improvements$0$458,435$458,435
Other Securities$685,716,310--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sean MadixExecutive DirectorFT$368,471$179,070$547,541
Daniel SheffieldDirector of Information SyFT$151,152$99,110$250,262
Lori SeljanDirector of AccountingFT$135,908$84,584$220,492
Tanya BairdDirector of PensionFT$101,936$62,760$164,696
Tracy SohstDirector of Participant ServicesFT$110,608$51,826$162,434
John P DaltonTrusteePT-$21,782$21,782

Board Members and Trustees

NameTitle
Kenneth BauwensTrustee/chairman
Brian BrownTrustee
David WitzTrustee
Donald FinnTrustee
Jack BlockTrustee
Jeff WeirTrustee
Kevin ConnollyTrustee
Michael B PlummerTrustee
Michael R WalsdorfTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Crossblue Shield Of IllinoisMedical Claims Processor300 E RANDOLPH, Chicago, IL 60601$7,118,194
William BlairInvestment Management150 NORTH RIVERSIDE PLAZA, Chicago, IL 60606$601,708
Mercer Health Benefits LLCActuary155 NORTH WACKER DRIVE SUITE 1500, Chicago, IL 60606$412,258
HealthequityHra Claims Processor15 WEST SCENIC POINT DRIVE, Draper, UT 84020$380,192
Legacy Professionals LLPAuditing, Payroll Compliance Audits4 WESTBROOK CORP CTR 700, Westchester, IL 60154$364,140
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$237,224,887
Investment Income
$25,918,676
Other Revenue
$0
Change in Net Assets
$-9,899,141

Audited Revenue Reconciliation

Revenue per Audited Statements
$258,610,345
Revenue Not Reported on Financial Statements
$4,533,218
Revenue Not Reported on Form 990
$44,946,268
Other Revenue Adjustments
$3,287,250
Total Revenue per Audited Statements
$303,556,613
Total Revenue per Form 990
$263,143,563
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,796,845
Salaries, Compensation, and Employee Benefits$3,166,113
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$264,079,746
Other Salaries and Wages---$1,514,932
Fees for Service Investment Mgmnt Fees---$1,245,968
Fees for Services Other---$1,049,250
Occupancy---$719,446
Pension Plan Contributions---$700,000
Office Expenses---$683,003
Fees for Services Accounting---$476,012
Depreciation Depletion---$471,129
Other Employee Benefits---$453,210
Insurance---$449,066
Current Officers, Directors, Trustees, and Key Employees---$367,824
Information Technology---$276,942
Fees for Services Legal---$208,979
Payroll Taxes---$130,147
Conferences and Meetings---$24,218
Other Expenses---$14,085
Travel---$7,787
Total Functional Expenses$0$0$0$273,042,704

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$273,042,704
Expenses per Audited Statements$268,509,486
Total Expenses per Audited Statements$268,509,486
Expenses Not Reported on Financial Statements$4,533,218
Other Expense Adjustments$3,287,250
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 Organizations - Net$21,555,111
Due to Other Plans Under Reciprocity Agreements$1,609,978
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
2022-03-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mr Kenneth Bauwens
Formed
1930
Legal Domicile
Il
Voting Board Members
10
Independent Board Members
6
Employees
24
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
4 WESTBROOK CORPORATE CTR 700, WESTCHESTER, IL 60154
Preparer
Craig Resch
Phone
3123680500
Supplemental Narrative

Additional Explanations

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:

“Accounting principles generally accepted in the united states of america require the plans to evaluate tax positions taken by the plans and recognize a tax liability if the plans have taken an uncertain position that more likely than not would not be sustained upon examination by tax authorities. The plans are subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Reimbursed shared expenses reported net on financial statements 3,287,250.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Reimbursed shared expenses reported net on financial statements 3,287,250.”

Raw XML AppendixShowing 400 of 2,317 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/ReportableCompFromOrgAmt11151152
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12135908
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13110608
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14101936
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0214788
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt121782
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2149836
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3149262
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
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/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE/CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR OF INFORMATION SY
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR OF ACCOUNTING
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR OF PARTICIPANT SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR OF PENSION
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01930
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt08148144
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0214878071
IRS990/GrossReceiptsAmt0469873490
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0276942
IRS990/InsuranceGrp/TotalAmt0449066
IRS990/InvestmentIncomeGrp/ExclusionAmt017770532
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt017770532
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0647817820
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0685716310
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02503013
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02158423
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01873334
IRS990/LandBldgEquipCostOrOtherBssAmt04376347
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0206729927
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/NetAssetsOrFundBalancesBOYAmt0712929918
IRS990/NetAssetsOrFundBalancesEOYAmt0747977045
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt08148144
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt08148144
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt044946268
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0719446
IRS990/OfficeExpensesGrp/TotalAmt0683003
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0453210
IRS990/OtherExpensesGrp/Desc0TEMPORARY LABOR AND PER
IRS990/OtherExpensesGrp/Desc1FEES MANDATED BY ACA
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/TotalAmt092107
IRS990/OtherExpensesGrp/TotalAmt178853
IRS990/OtherExpensesGrp/TotalAmt214085
IRS990/OtherLiabilitiesGrp/BOYAmt016938516
IRS990/OtherLiabilitiesGrp/EOYAmt023165089
IRS990/OtherSalariesAndWagesGrp/TotalAmt01514932
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0130147
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0700000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0215193
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0276232
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/Desc1MEDICARE PART D SUBSIDY
IRS990/ProgramServiceRevenueGrp/Desc2PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc3REIMBURSED SHARED EXPENSES
IRS990/ProgramServiceRevenueGrp/Desc4PRESCRIPTION DRUG REBATES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0210476237
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt115077912
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt26160431
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt33287250
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt42223057
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0210476237
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt115077912
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt26160431
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt33287250
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt42223057
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0232479580
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt017765213
IRS990/PYOtherExpensesAmt05807345
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0251670742
IRS990/PYRevenuesLessExpensesAmt028091864
IRS990/PYSalariesCompEmpBnftPaidAmt03057166
IRS990/PYTotalExpensesAmt0241344091
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0269435955
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-9899141
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0712929918
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0747977045
IRS990/SavingsAndTempCashInvstGrp/BOYAmt059657252
IRS990/SavingsAndTempCashInvstGrp/EOYAmt060628686
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0563762
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0563762
IRS990ScheduleD/EquipmentGrp/BookValueAmt0760251
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02044578
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02804829
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt04533218
IRS990ScheduleD/ExpensesSubtotalAmt0268509486
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt01245968
IRS990ScheduleD/InvestmentExpensesNotIncldAmt01245968
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0458435
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0458435
IRS990ScheduleD/NetUnrealizedGainsInvstAmt044946268
IRS990ScheduleD/OtherExpensesNotIncludedAmt03287250
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0549321
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0549321
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt021555111
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11609978
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED ORGANIZATIONS - NET
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO OTHER PLANS UNDER RECIPROCITY AGREEMENTS
IRS990ScheduleD/OtherRevenuesNotIncludedAmt03287250
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0685716310
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENT IN EIT INSURANCE MASTER TRUST
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt044946268
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt04533218
IRS990ScheduleD/RevenueSubtotalAmt0258610345
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLANS TO EVALUATE TAX POSITIONS TAKEN BY THE PLANS AND RECOGNIZE A TAX LIABILITY IF THE PLANS HAVE TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLANS ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1REIMBURSED SHARED EXPENSES REPORTED NET ON FINANCIAL STATEMENTS 3,287,250.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REIMBURSED SHARED EXPENSES REPORTED NET ON FINANCIAL STATEMENTS 3,287,250.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01873334
IRS990ScheduleD/TotalBookValueSecuritiesAmt0685716310
IRS990ScheduleD/TotalExpensesPerForm990Amt0273042704
IRS990ScheduleD/TotalLiabilityAmt023165089
IRS990ScheduleD/TotalRevenuePerForm990Amt0263143563
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0303556613
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0268509486
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3368471
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4151152
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt5135908
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt6110608

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$773,934,785
Liabilities
$25,957,740
Net assets
$747,977,045
Revenue
$263,143,563
Expenses
$273,042,704
Net income
-$9,899,141
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
2021Detailed filing. Detailed filing data is available for this year.$774$26.0$748$263$273$9.90
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