Civic Intelligence

Electrical Workers' Insurance Fund

990 • Fiscal year 2019 • EIN 38-1393235

Oct 01, 2018 to Sep 30, 2019 • Filed on Jul 15, 2020

Organization ProfileWWW.EWJBT.ORG

View Organization Page

P O Box 71337Madison Heights, MI 48071-1337

(586) 575-9200

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

34th percentile

0.01x

Higher debt load relative to revenue than 34% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Net Margin

72nd percentile

14%

Higher net margin than 72% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

84th percentile

$341,142

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Asset Growth

49th percentile

9.8%

Faster asset growth than 49% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Revenue Growth

12th percentile

-9.7%

Faster revenue growth than 12% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$139,109,653

Up $12,360,627 (+9.8%) from 2018

Net Assets

Up

$138,422,786

Up $12,379,910 (+9.8%) from 2018

Liabilities

Down

$686,867

Down $19,283 (-2.7%) from 2018

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin72nd percentile

Revenue

Down

$65,304,291

Down $6,983,306 (-9.7%) from 2018

Expenses

Down

$55,922,974

Down $8,711,419 (-13%) from 2018

Net Income

Up

$9,381,317

Up $1,728,113 (+23%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$150M$100M$50M$0Assets 2010: $50,479,336Liabilities 2010: $188,105Net Assets 2010: $50,291,2312010Assets 2011: $56,269,684Liabilities 2011: $422,715Net Assets 2011: $55,846,9692011Assets 2012: $64,201,281Liabilities 2012: $208,456Net Assets 2012: $63,992,8252012Assets 2013: $74,406,063Liabilities 2013: $261,011Net Assets 2013: $74,145,0522013Assets 2014: $82,267,908Liabilities 2014: $1,034,535Net Assets 2014: $81,233,3732014Assets 2015: $91,023,804Liabilities 2015: $410,025Net Assets 2015: $90,613,7792015Assets 2016: $97,463,960Liabilities 2016: $347,619Net Assets 2016: $97,116,3412016Assets 2017: $121,857,238Liabilities 2017: $1,740,265Net Assets 2017: $120,116,9732017Assets 2018: $126,749,026Liabilities 2018: $706,150Net Assets 2018: $126,042,8762018Assets 2019: $139,109,653Liabilities 2019: $686,867Net Assets 2019: $138,422,7862019Assets 2020: $146,791,234Liabilities 2020: $3,366,689Net Assets 2020: $143,424,5452020Assets 2021: $149,911,774Liabilities 2021: $2,030,257Net Assets 2021: $147,881,5172021Assets 2022: $116,743,613Liabilities 2022: $1,059,051Net Assets 2022: $115,684,5622022Assets 2023: $117,212,126Liabilities 2023: $1,426,801Net Assets 2023: $115,785,3252023Assets 2024: $130,217,795Liabilities 2024: $1,393,743Net Assets 2024: $128,824,0522024

Highlighted filing

2019

Assets$139,109,653
Liabilities$686,867
Net Assets$138,422,786
Open 2019 Filing

Operations Trend

Revenue Growth12th percentile

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

$100M$50M$0-$50MExpenses 2010: $55,389,1732010Expenses 2011: $53,561,2872011Expenses 2012: $55,275,2242012Revenue 2013: $60,727,742Expenses 2013: $50,137,642Net Income 2013: $10,590,1002013Revenue 2014: $55,658,684Expenses 2014: $50,615,549Net Income 2014: $5,043,1352014Revenue 2015: $63,131,836Expenses 2015: $52,231,864Net Income 2015: $10,899,9722015Revenue 2016: $61,576,989Expenses 2016: $57,355,510Net Income 2016: $4,221,4792016Revenue 2017: $87,633,383Expenses 2017: $60,598,378Net Income 2017: $27,035,0052017Revenue 2018: $72,287,597Expenses 2018: $64,634,393Net Income 2018: $7,653,2042018Revenue 2019: $65,304,291Expenses 2019: $55,922,974Net Income 2019: $9,381,3172019Revenue 2020: $66,063,414Expenses 2020: $66,174,969Net Income 2020: -$111,5552020Revenue 2021: $72,595,227Expenses 2021: $74,072,803Net Income 2021: -$1,477,5762021Revenue 2022: $68,169,519Expenses 2022: $80,453,786Net Income 2022: -$12,284,2672022Revenue 2023: $71,557,544Expenses 2023: $74,914,679Net Income 2023: -$3,357,1352023Revenue 2024: $81,460,286Expenses 2024: $80,320,439Net Income 2024: $1,139,8472024

Highlighted filing

2019

Revenue$65,304,291
Expenses$55,922,974
Net Income$9,381,317
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Jul 15, 2020
Return Version
2018v3.2
Gross Receipts
$84,035,657
Mission and Program Overview

Mission

The fund was established by collective-bargaining between ibew local 58 and smc neca to provide health insurance to member electricians and their families. Over 6000 participants and beneficiaries benefit.

The fund was established by collective-bargaining between ibew local 58 and smc neca to provide health insurance to member electricians and their families. Over 5,400 participants and 7,000 beneficiaries & dependents benefit.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$126,042,876$138,422,786▲ $12,379,910
Investments in Publicly Traded Securities$84,557,420$97,425,686▲ $12,868,266
Investments Other Securities$34,298,457$34,430,467▲ $132,010
Savings and Temporary Cash Investments$3,555,099$4,164,114▲ $609,015
Accounts Receivable$2,871,000$2,598,000▼ $273,000
Land, Buildings, and Equipment, Net$3,850$4,834▲ $984
Cash and Non-Interest-Bearing Accounts-$348-
Total Assets$126,749,032$139,109,653▲ $12,360,621
Other Assets Total$1,463,206$486,204▼ $977,002
Liabilities
Accounts Payable and Accrued Expenses$292,412$417,741▲ $125,329
Other Liabilities$413,744$269,126▼ $144,618
Total Liabilities$706,156$686,867▼ $19,289
Net Assets / Fund Balance
Total Net Assets Fund Balance$126,042,876$138,422,786▲ $12,379,910
Total Liabilities and Net Assets / Fund Balance$126,749,032$139,109,653▲ $12,360,621

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,834$117,676$122,510
Other Securities$15,297,537--
Closely Held Equity Interests$2,116,000--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleBaseOtherTotal
Thomas Mittelbrun IiiTrustee/secretary$252,214$88,928$341,142
Thomas Mittelbrun IiiTrustee/secr-$335,870$335,870
James PeltierTrustee/chai-$161,334$161,334
James WensonTrustee-past-$147,885$147,885
KIMBERLY L'HEUREUXTrustee-$44,179$44,179

Board Members and Trustees

NameTitle
James PeltierTrustee/chairman
E Craig YoungBenefits Director
Christian KulikowskiTrustee
Steven WelleinTrustee
William DarishTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Professional Benefits Services INCClaims Processo5300 PATTERSON S/E 150, Grand Rapids, MI 49512$1,116,832
Delta Dental Of MichiganClaim ProcessinP O BOX 9089, Farmington Hills, MI 48333$208,140
Pnc Bank Institutional InvestmentsInvestment Mgt2 PNC PLAZA 620 LIBERTY, Pittsburgh, PA 15222$106,656
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$61,513,865
Investment Income
$3,007,538
Other Revenue
$782,888
Change in Net Assets
$9,381,317

Audited Revenue Reconciliation

Revenue per Audited Statements
$65,304,291
Revenue Not Reported on Form 990
$2,998,593
Total Revenue per Audited Statements
$68,302,884
Total Revenue per Form 990
$65,304,291
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,371,890
Other Expenses$613,030
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$53,938,054
Other Salaries and Wages---$840,215
Current Officers, Directors, Trustees, and Key Employees---$292,214
Fees for Service Investment Mgmnt Fees---$277,031
Pension Plan Contributions---$131,033
Fees for Services Accounting---$118,685
Other Employee Benefits---$83,696
Office Expenses---$65,877
Fees for Services Legal---$53,376
Information Technology---$32,696
Occupancy---$27,837
Payroll Taxes---$24,732
Fees for Services Other---$13,800
Advertising---$11,647
Insurance---$10,647
Depreciation Depletion---$1,331
Conferences and Meetings---$103
Total Functional Expenses$0$0$0$55,922,974

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$56,067,592
Total Expenses per Audited Statements$56,067,592
Total Expenses per Form 990$55,922,974
Expenses Not Reported on Financial Statements$-144,618
Other Expense Adjustments$-144,618
International Activity

International Summary

Spending
$5,700,000

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe(bermuda-united Kingdom)Investment---$5,700,000
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
Premiums Payable$269,126
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI

“Part vi, line 2: the relationship between the trustees of the fund is a "business relationship". The fund is established and maintained pursuant to the employee retirement income security act of 1974, as amended. The fund, as a taft hartley fund, is administered by a board of trustees which is composed of an equal number of union and employer representatives. Because of this organizational requirement, there is a business relationship between the trustees.”

Form 990, Page 6, Part VI, Line 2

“SEE SCHEDULE O”

Form 990, Page 6, Part VI, Line 7A

“The union and the employer association appoint trustees.”

Form 990, Page 6, Part VI, Line 11B

“The board reviews form 990 before it is filed.”

Form 990, Page 6, Part VI, Line 12C

“The fund enforces its conflict of interest policy in accordance with rules of erisa of 1974 governing prohibited transactions.”

Form 990, Page 6, Part VI, Line 15A

“The benefit director's compensation is reviewed annually by independent board members. The board reviews comparable data of base and variable compensation to industry standards. Meeting minutes are maintained in written form.”

Form 990, Page 6, Part VI, Line 15B

“The board approves a budget where the compensation of all employees are listed. Meeting minutes are maintained in written form.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, policies, and financial statements are available to the public upon request.”

Form 990, Page 7, Part VII

“Kimberly l'heureux worked 14 hours per week for a related organization. Amount was from a department of labor filing and fringes are estimated christian kulikowski worked 1 hour per week for a related organization. Salary was de minimis. James wenson worked 40 hours per week for a related organization. Wage amount was from a department of labor filing and fringes are estimated thomas mittelbrun, iii worked 40 hours per week for a related organization. Actual amounts are reported. James peltier worked 40 hours per week for a related organization. Wage amount was from a department of labor filing and fringes are estimated”

Filing and Contact Details

Filer

Filer Name
ELECTRICAL WORKERS' INSURANCE FUND
EIN
38-1393235
Phone
5865759200
Address
P O BOX 71337, MADISON HEIGHTS, MI 48071-1337

Signing Officer

Name
E Craig Young
Title
Benefits Director
Phone
5865759200
Signed
2020-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
E Craig Young
Formed
1951
Legal Domicile
Mi
Voting Board Members
6
Independent Board Members
0
Employees
14

Preparer

Firm
Mcclain Smith & Wenz Pc
Address
6915 ROCHESTER ROAD STE 100, TROY, MI 48085-1285
Preparer
James T Welch
Phone
2488798400
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The fund was established by collective-bargaining between ibew local 58 and smc neca to provide health insurance to member electricians and their families. Over 5,400 participants and 7,000 beneficiaries & dependents benefit.”

Form 990, Page 5, Part V, Line 3B

“The entity did not earn any unrelated business income during the year.”

Financial Statement Notes

Schedule D, Page 4, Part XII, Line 4B

“Premium payable -beginning of yr -413,744 premiums payable-end of yr 269,126”

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IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIInd0X
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IRS990/InsuranceGrp/TotalAmt010647
IRS990/InvestmentIncomeGrp/ExclusionAmt02674716
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02674716
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IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt034298457
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt034430467
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt097425686
IRS990/IRPDocumentCnt013
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt04834
IRS990/LandBldgEquipCostOrOtherBssAmt0122510
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt018731366
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE FUND WAS ESTABLISHED BY COLLECTIVE-BARGAINING BETWEEN IBEW LOCAL 58 AND SMC NECA TO PROVIDE HEALTH INSURANCE TO MEMBER ELECTRICIANS AND THEIR FAMILIES. OVER 5,400 PARTICIPANTS AND 7,000 BENEFICIARIES & DEPENDENTS BENEFIT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt0138422786
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0332822
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0332822
IRS990/NetUnrlzdGainsLossesInvstAmt02998593
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt027837
IRS990/OfficeExpensesGrp/TotalAmt065877
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01463206
IRS990/OtherAssetsTotalGrp/EOYAmt0486204
IRS990/OtherEmployeeBenefitsGrp/TotalAmt083696
IRS990/OtherLiabilitiesGrp/BOYAmt0413744
IRS990/OtherLiabilitiesGrp/EOYAmt0269126
IRS990/OtherRevenueMiscGrp/Desc0REIMBURSED EXP.-RELATED FUNDS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0782888
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0782888
IRS990/OtherRevenueTotalAmt0782888
IRS990/OtherSalariesAndWagesGrp/TotalAmt0840215
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/TotalAmt024732
IRS990/PensionPlanContributionsGrp/TotalAmt0131033
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0E CRAIG YOUNG
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0230000
IRS990/ProgramServiceRevenueGrp/BusinessCd1230000
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0HEALTHCARE CONTRIB.-EMPLOYER
IRS990/ProgramServiceRevenueGrp/Desc1HEALTHCARE CONTRIB.-PARTICIPA
IRS990/ProgramServiceRevenueGrp/Desc2REFUNDS FROM PARTICIPANTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt054004576
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt17499842
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt29447
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt054004576
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt17499842
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt29447
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt062662835
IRS990/PYInvestmentIncomeAmt02387827
IRS990/PYOtherExpensesAmt0722100
IRS990/PYOtherRevenueAmt0778612
IRS990/PYProgramServiceRevenueAmt069121158
IRS990/PYRevenuesLessExpensesAmt07653204
IRS990/PYSalariesCompEmpBnftPaidAmt01249458
IRS990/PYTotalExpensesAmt064634393
IRS990/PYTotalRevenueAmt072287597
IRS990/ReconcilationRevenueExpnssAmt09381317
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt061513865
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0126042876
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0138422786
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03555099
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04164114
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt02116000
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0F
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-144618
IRS990ScheduleD/ExpensesSubtotalAmt056067592
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02998593
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-144618
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04834
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0117676
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0122510
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0269126
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREMIUMS PAYABLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt017016930
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt115297537
IRS990ScheduleD/OtherSecuritiesGrp/Desc0GLOBAL FIXED INCOME
IRS990ScheduleD/OtherSecuritiesGrp/Desc1HEDGE FUND OF FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt02998593
IRS990ScheduleD/RevenueSubtotalAmt065304291
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PREMIUM PAYABLE -BEGINNING OF YR -413,744 PREMIUMS PAYABLE-END OF YR 269,126
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XII, LINE 4B
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04834
IRS990ScheduleD/TotalBookValueSecuritiesAmt034430467
IRS990ScheduleD/TotalExpensesPerForm990Amt055922974
IRS990ScheduleD/TotalLiabilityAmt0269126
IRS990ScheduleD/TotalRevenuePerForm990Amt065304291
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt068302884
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt056067592
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt05700000
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0EUROPE(BERMUDA-UNITED KINGDOM)
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0INVESTMENT
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0true
IRS990ScheduleF/GrantRecordsMaintainedInd0false
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SubtotalSpentAmt05700000
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0EUROPE(BERMUDA-UNITED KINGDOM) 0 5,700,000
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION INVESTED 4,200,000 DURING FISCAL YEAR ENDED 9/30/2017 AND 1,500,000 DURING THE FISCAL YEAR ENDED 9/30/2018.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE F, PAGE 1, PART I, LINE 3
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE F, PAGE 5, PART V
IRS990ScheduleF/TotalSpentAmt05700000
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0252214
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount040000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt050000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0225900
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1112641
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt030208
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt041250
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt129973
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt018720
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt018720
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt118720
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0THOMAS MITTELBRUN III
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JAMES PELTIER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2E CRAIG YOUNG
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE/SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE/CHAIRMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2BENEFITS DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0341142
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0335870
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1161334
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FUND WAS ESTABLISHED BY COLLECTIVE-BARGAINING BETWEEN IBEW LOCAL 58 AND SMC NECA TO PROVIDE HEALTH INSURANCE TO MEMBER ELECTRICIANS AND THEIR FAMILIES. OVER 5,400 PARTICIPANTS AND 7,000 BENEFICIARIES & DEPENDENTS BENEFIT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ENTITY DID NOT EARN ANY UNRELATED BUSINESS INCOME DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PART VI, LINE 2: THE RELATIONSHIP BETWEEN THE TRUSTEES OF THE FUND IS A "BUSINESS RELATIONSHIP". THE FUND IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED. THE FUND, AS A TAFT HARTLEY FUND, IS ADMINISTERED BY A BOARD OF TRUSTEES WHICH IS COMPOSED OF AN EQUAL NUMBER OF UNION AND EMPLOYER REPRESENTATIVES. BECAUSE OF THIS ORGANIZATIONAL REQUIREMENT, THERE IS A BUSINESS RELATIONSHIP BETWEEN THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SEE SCHEDULE O
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE UNION AND THE EMPLOYER ASSOCIATION APPOINT TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD REVIEWS FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE FUND ENFORCES ITS CONFLICT OF INTEREST POLICY IN ACCORDANCE WITH RULES OF ERISA OF 1974 GOVERNING PROHIBITED TRANSACTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE BENEFIT DIRECTOR'S COMPENSATION IS REVIEWED ANNUALLY BY INDEPENDENT BOARD MEMBERS. THE BOARD REVIEWS COMPARABLE DATA OF BASE AND VARIABLE COMPENSATION TO INDUSTRY STANDARDS. MEETING MINUTES ARE MAINTAINED IN WRITTEN FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE BOARD APPROVES A BUDGET WHERE THE COMPENSATION OF ALL EMPLOYEES ARE LISTED. MEETING MINUTES ARE MAINTAINED IN WRITTEN FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10KIMBERLY L'HEUREUX WORKED 14 HOURS PER WEEK FOR A RELATED ORGANIZATION. AMOUNT WAS FROM A DEPARTMENT OF LABOR FILING AND FRINGES ARE ESTIMATED CHRISTIAN KULIKOWSKI WORKED 1 HOUR PER WEEK FOR A RELATED ORGANIZATION. SALARY WAS DE MINIMIS. JAMES WENSON WORKED 40 HOURS PER WEEK FOR A RELATED ORGANIZATION. WAGE AMOUNT WAS FROM A DEPARTMENT OF LABOR FILING AND FRINGES ARE ESTIMATED THOMAS MITTELBRUN, III WORKED 40 HOURS PER WEEK FOR A RELATED ORGANIZATION. ACTUAL AMOUNTS ARE REPORTED. JAMES PELTIER WORKED 40 HOURS PER WEEK FOR A RELATED ORGANIZATION. WAGE AMOUNT WAS FROM A DEPARTMENT OF LABOR FILING AND FRINGES ARE ESTIMATED
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 5, PART V, LINE 3B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990, PAGE 7, PART VII
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0true
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0ELECTRICAL
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine2Txt0WORKERS' INSURANCE FUND
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0EWIF BENEFITS SERVICES LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0471162450
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt05165348
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0MI
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0INVESTING
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt084357
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt02277 E 11 MILE RD STE 2
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0WARREN
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0MI
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd048092
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd1true
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0EWIF BENE-
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine2Txt0FITS SERVICES LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0383036973
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct01.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CLAIMS PRO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE PART VII
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1PROFESSIONAL BENEFITS SERVICES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfEOYAssetsAmt04170247
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt07390498
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt05300 PATTERSON AVE SE STE 100
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0GRAND RAPIDS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd049512
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$139,109,653
Liabilities
$686,867
Net assets
$138,422,786
Revenue
$65,304,291
Expenses
$55,922,974
Net income
$9,381,317
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$130$1.39$129$81.5$80.3$1.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$117$1.43$116$71.6$74.9$3.36
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$117$1.06$116$68.2$80.5$12.3
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$150$2.03$148$72.6$74.1$1.48
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$147$3.37$143$66.1$66.2$0.11
2019Detailed filing. Detailed filing data is available for this year.$139$0.69$138$65.3$55.9$9.38
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$127$0.71$126$72.3$64.6$7.65
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$122$1.74$120$87.6$60.6$27.0
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$97.5$0.35$97.1$61.6$57.4$4.22
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$91.0$0.41$90.6$63.1$52.2$10.9
2014Detailed filing. Detailed filing data is available for this year.$82.3$1.03$81.2$55.7$50.6$5.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.4$0.26$74.1$60.7$50.1$10.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$64.2$0.21$64.0$55.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.3$0.42$55.8$53.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.5$0.19$50.3$55.4
Peer Organizations

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