Civic Intelligence

Electrical Insurance Trustees

990 • Fiscal year 2022 • EIN 36-1033970

Jul 01, 2021 to Jun 30, 2022 • Filed on Apr 28, 2023

Organization ProfileWWW.FUNDOFFICE.ORG

View Organization Page

6195 W 115th StreetAlsip, IL 60803

(312) 782-5442

Siviq Scores

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

Liabilities / Assets

58th percentile

0.04x

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

2022 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2022

Liabilities / Revenue

56th percentile

0.11x

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

2022 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2022

Net Margin

51st percentile

2.2%

Higher net margin than 51% of similar nonprofits.

2022 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2022

Top Officer Pay

95th percentile

$542,173

Higher top officer pay than 95% of similar nonprofits.

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

2022 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2022

Asset Growth

57th percentile

-5.8%

Faster asset growth than 57% of similar nonprofits.

2022 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2021 to 2022

Revenue Growth

70th percentile

4.7%

Faster revenue growth than 70% of similar nonprofits.

2022 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$729,046,741

Down $4,970,594 (-0.7%) from 2020

Net Assets

Down

$700,061,181

Down $12,868,737 (-1.8%) from 2020

Liabilities

Up

$28,985,560

Up $7,898,143 (+37%) from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin51st percentile

Revenue

Up

$275,509,877

Up $6,073,922 (+2.3%) from 2020

Expenses

Up

$269,554,938

Up $28,210,847 (+12%) from 2020

Net Income

Down

$5,954,939

Down $22,136,925 (-79%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2022

Assets$729,046,741
Liabilities$28,985,560
Net Assets$700,061,181
Open 2022 Filing

Operations Trend

Revenue Growth70th 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

2022

Revenue$275,509,877
Expenses$269,554,938
Net Income$5,954,939
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Apr 28, 2023
Return Version
2021v4.2
Gross Receipts
$566,174,084
Mission and Program Overview

Mission

Provide medical benefits to plan participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$747,977,045$700,061,181▼ $47,915,864
Investments Other Securities$685,716,310$608,821,887▼ $76,894,423
Savings and Temporary Cash Investments$60,628,686$79,778,689▲ $19,150,003
Accounts Receivable$25,652,332$30,572,895▲ $4,920,563
Land, Buildings, and Equipment, Net$1,873,334$9,410,301▲ $7,536,967
Prepaid Expenses and Deferred Charges$276,232$266,055▼ $10,177
Cash and Non-Interest-Bearing Accounts$-212,109$196,914▲ $409,023
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$773,934,785$729,046,741▼ $44,888,044
Liabilities
Other Liabilities$23,165,089$25,218,036▲ $2,052,947
Accounts Payable and Accrued Expenses$2,194,022$3,186,969▲ $992,947
Deferred Revenue$598,629$580,555▼ $18,074
Total Liabilities$25,957,740$28,985,560▲ $3,027,820
Net Assets / Fund Balance
Total Net Assets Fund Balance$747,977,045$700,061,181▼ $47,915,864
Total Liabilities and Net Assets / Fund Balance$773,934,785$729,046,741▼ $44,888,044

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,318,338-$7,318,338
Equipment$730,323$2,514,983$3,245,306
Other Land Buildings$1,361,640-$1,361,640
Leasehold Improvements$0$458,435$458,435
Other Securities$608,821,887--
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sean MadixExecutive DirectorFT$341,417$200,756$542,173
Daniel SheffieldDirector of Information SyFT$152,490$112,334$264,824
Lori SeljanDirector of AccountingFT$130,561$90,712$221,273
Tracy SohstDirector of Participant SeFT$107,248$57,521$164,769
Tanya BairdDirector of PensionFT$102,299$50,409$152,708
John P DaltonTrusteePT-$20,642$20,642

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$7,145,571
William BlairInvestment Management150 NORTH RIVERSIDE PLAZA, Chicago, IL 60606$683,737
HealthequityHra Claims Processor15 WEST SCENIC POINT DRIVE, Draper, UT 84020$419,881
Legacy Professionals LLPAuditing, Payroll Compliance Audits4 WESTBROOK CORP CTR 700, Westchester, IL 60154$419,075
Mercer Health Benefits LLCActuary155 NORTH WACKER DRIVE SUITE 1500, Chicago, IL 60606$393,313
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$268,350,924
Investment Income
$6,756,435
Other Revenue
$402,518
Change in Net Assets
$5,954,939

Audited Revenue Reconciliation

Revenue per Audited Statements
$271,010,744
Revenue Not Reported on Financial Statements
$4,499,133
Revenue Not Reported on Form 990
$-53,870,803
Other Revenue Adjustments
$3,328,951
Total Revenue per Audited Statements
$217,139,941
Total Revenue per Form 990
$275,509,877
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,207,401
Salaries, Compensation, and Employee Benefits$3,370,579
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$259,976,958
Other Salaries and Wages---$1,648,757
Fees for Service Investment Mgmnt Fees---$1,170,182
Fees for Services Other---$1,135,094
Office Expenses---$728,196
Occupancy---$726,851
Pension Plan Contributions---$700,000
Fees for Services Accounting---$627,770
Insurance---$516,791
Other Employee Benefits---$494,646
Depreciation Depletion---$475,341
Current Officers, Directors, Trustees, and Key Employees---$382,989
Fees for Services Legal---$238,124
Information Technology---$176,095
Payroll Taxes---$144,187
Conferences and Meetings---$64,796
Other Expenses---$23,227
Travel---$6,670
Total Functional Expenses$0$0$0$269,554,938

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$269,554,938
Expenses per Audited Statements$265,055,805
Total Expenses per Audited Statements$265,055,805
Expenses Not Reported on Financial Statements$4,499,133
Other Expense Adjustments$3,328,951
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$23,589,725
Due to Other Plans Under Reciprocity Agreements$1,622,988
Due to Broker - Pending Investment Trades$5,323
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
6195 W 115TH STREET, ALSIP, IL 60803

Signing Officer

Name
Mr Kenneth Bauwens
Title
Chairman
Phone
3127825442
Signed
2023-04-28
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 STE 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 3,328,951.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Reimbursed shared expenses reported net on financial statements 3,328,951.”

Raw XML AppendixShowing 400 of 2,283 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/ReportableCompFromOrgAmt13107248
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14102299
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0213953
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120642
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2149139
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3148636
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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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 SE
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR OF PENSION
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01930
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-10698735
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0279965472
IRS990/GrossReceiptsAmt0566174084
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0176095
IRS990/InsuranceGrp/TotalAmt0516791
IRS990/InvestmentIncomeGrp/ExclusionAmt017455170
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt017455170
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0685716310
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0608821887
IRS990/IRPDocumentCnt020
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02973418
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01873334
IRS990/LandBldgEquipBasisNetGrp/EOYAmt09410301
IRS990/LandBldgEquipCostOrOtherBssAmt012383719
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0290664207
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/NetAssetsOrFundBalancesBOYAmt0747977045
IRS990/NetAssetsOrFundBalancesEOYAmt0700061181
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-10698735
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-10698735
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-53870803
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0726851
IRS990/OfficeExpensesGrp/TotalAmt0728196
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0494646
IRS990/OtherExpensesGrp/Desc0TEMPORARY LABOR AND PER
IRS990/OtherExpensesGrp/Desc1FEES MANDATED BY ACA
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/TotalAmt0236113
IRS990/OtherExpensesGrp/TotalAmt182151
IRS990/OtherExpensesGrp/TotalAmt223227
IRS990/OtherLiabilitiesGrp/BOYAmt023165089
IRS990/OtherLiabilitiesGrp/EOYAmt025218036
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0402518
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0402518
IRS990/OtherRevenueTotalAmt0402518
IRS990/OtherSalariesAndWagesGrp/TotalAmt01648757
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0144187
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0700000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0276232
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0266055
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/Desc2PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc3REIMBURSED SHARED EXPENSES
IRS990/ProgramServiceRevenueGrp/Desc4MEDICARE PART D SUBSIDY
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0238136949
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt116135764
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt28419982
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt33328951
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt42329278
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0238136949
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt116135764
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt28419982
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt33328951
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt42329278
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0264079746
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt025918676
IRS990/PYOtherExpensesAmt05796845
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0237224887
IRS990/PYRevenuesLessExpensesAmt0-9899141
IRS990/PYSalariesCompEmpBnftPaidAmt03166113
IRS990/PYTotalExpensesAmt0273042704
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0263143563
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt05954939
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0747977045
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0700061181
IRS990/SavingsAndTempCashInvstGrp/BOYAmt060628686
IRS990/SavingsAndTempCashInvstGrp/EOYAmt079778689
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt07318338
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07318338
IRS990ScheduleD/EquipmentGrp/BookValueAmt0730323
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02514983
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03245306
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt04499133
IRS990ScheduleD/ExpensesSubtotalAmt0265055805
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt01170182
IRS990ScheduleD/InvestmentExpensesNotIncldAmt01170182
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0458435
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0458435
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-53870803
IRS990ScheduleD/OtherExpensesNotIncludedAmt03328951
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01361640
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01361640
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt023589725
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11622988
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt25323
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED ORGANIZATIONS - NET
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO OTHER PLANS UNDER RECIPROCITY AGREEMENTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO BROKER - PENDING INVESTMENT TRADES
IRS990ScheduleD/OtherRevenuesNotIncludedAmt03328951
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0608821887
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENT IN EIT INSURANCE MASTER TRUST
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0-53870803
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt04499133
IRS990ScheduleD/RevenueSubtotalAmt0271010744
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 3,328,951.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REIMBURSED SHARED EXPENSES REPORTED NET ON FINANCIAL STATEMENTS 3,328,951.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09410301
IRS990ScheduleD/TotalBookValueSecuritiesAmt0608821887
IRS990ScheduleD/TotalExpensesPerForm990Amt0269554938
IRS990ScheduleD/TotalLiabilityAmt025218036
IRS990ScheduleD/TotalRevenuePerForm990Amt0275509877
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0217139941
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0265055805
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$729,046,741
Liabilities
$28,985,560
Net assets
$700,061,181
Revenue
$275,509,877
Expenses
$269,554,938
Net income
$5,954,939
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$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