2024-07-24T12:33:14-04:00 2023-09-30 383382520 MCCLAIN SMITH & WENZ PC 6915 ROCHESTER ROAD STE 100 TROY MI 480851285 990 2022-10-01 381393235 ELECTRICAL WORKERS' INSURANCE FUND ELEC 5865759200 P O BOX 71337 MADISON HEIGHTS MI 480710337 E CRAIG YOUNG BENEFITS DIRECTOR 5865759200 2024-07-22 true E CRAIG YOUNG 999009999 false JAMES T WELCH P00454564 2488798400 2024-07-22 2022 2023-04-26 12:10:37Z E CRAIG YOUNG P O BOX 71337 MADISON HEIGHTS MI 48071 116762450 false X WWW.EWJBT.ORG X 1951 MI 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 5,700 PARTICIPANTS AND 6,700 BENEFICIARIES & DEPENDENTS BENEFIT. 6 0 14 0 0 65676575 4906352 974617 71557544 0 72422933 1780025 0 0 1144 711721 1144 74914679 -1144 -3357135 116743613 117212126 1059050 1426801 115684563 115785325 X 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 5,700 PARTICIPANTS AND 6,700 BENEFICIARIES & DEPENDENTS BENEFIT. false false 74914679 65676575 THE FUND PROVIDES HEALTH BENEFITS TO OVER 12,400 PARTICIPANTS, DEPENDENTS AND BENEFICIARIES. 74914679 false false false false false false false false false true false false false true false true false false false false false false false false false false false false true false false false false false false false false false false true true true true false true X 3 0 true 14 true false false false false false false false false X 6 0 true false false false false true false true true false false true true true true true true true true false X THE ADMINISTRATOR 5865759200 P O BOX 71337 MADISON HEIGHTS MI 480711337 X E CRAIG YOUNG BENEFITS DIR 40.00 0.00 X 350000 0 52839 THOMAS MITTELBRUN III TRUSTEE 1.00 40.00 X 0 288900 59055 MICHELE DAVIS ASS'T BENE. 40.00 X 138000 0 52839 JAMES PELTIER TRUSTEE 1.00 40.00 X 0 136045 52839 KIMBERLY L'HEUREUX TRUSTEE 1.00 40.00 X 0 126015 52839 JOSEPH DIEDERICHS TRUSTEE 1.00 1.00 X 0 1685 527 WILLIAM DARISH TRUSTEE 1.00 X 0 0 0 STEVEN WELLEIN TRUSTEE/CHAI 1.00 X 0 0 0 488000 552645 270938 2 false true false PROFESSIONAL BENEFITS SERVICES INC 5300 PATTERSON S/E 150 GRAND RAPIDS MI 49512 CLAIMS PROCESSO 4868988 DELTA DENTAL OF MICHIGAN P O BOX 9089 FARMINGTON HILLS MI 48333 CLAIM PROCESSIN 210374 PNC BANK INSTITUTIONAL INVESTMENTS 2 PNC PLAZA 620 LIBERTY PITTSBURGH PA 15222 INVESTMENT MGT 142546 PART D ADVISORS 17199 N LAUREL PARK DR LIVONIA MI 48152 MEDICARE CONSUL 127433 4 HEALTHCARE CONTRIB.-EMPLOYER 230000 57825486 57825486 HEALTHCARE CONTRIB.-PARTICIPA 230000 6158953 6158953 REFUNDS FROM PARTICIPANTS 900099 1692136 1692136 65676575 4160485 4160485 45950773 45204906 745867 745867 745867 REIMBURSED EXP.-RELATED FUNDS 974617 974617 974617 71557544 66422442 5135102 72422933 350000 1135015 178691 80663 35656 56510 122944 281074 14752 9226 47323 128852 39742 810 10488 74914679 0 0 0 350 350 4272519 4507672 1590000 3377800 98991 97024 2701 1967 106210448 104615806 3813226 3713378 854369 995153 116743613 117212126 447784 667781 611266 759020 1059050 1426801 X 115684563 115785325 115684563 115785325 116743613 117212126 X -3357135 3457897 X false true X true false 98991 97024 1967 1967 PREMIUMS PAYABLE 759020 759020 75015441 3457897 3457897 71557544 71557544 74766925 74766925 147754 147754 74914679 SCHEDULE D, PAGE 4, PART XII, LINE 4B PREMIUM PAYABLE -BEGINNING OF YR -611,266 PREMIUMS PAYABLE-END OF YR 759,020 X X X false false false E CRAIG YOUNG BENEFITS DIRECTOR 350000 37139 15700 402839 THOMAS MITTELBRUN III TRUSTEE 238900 50000 43355 15700 347955 MICHELE DAVIS ASS'T BENE. DIRECTOR 128000 10000 37139 15700 190839 JAMES PELTIER TRUSTEE 136045 37139 15700 188884 KIMBERLY L'HEUREUX TRUSTEE 126015 37139 15700 178854 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 5,700 PARTICIPANTS AND 6,700 BENEFICIARIES & DEPENDENTS BENEFIT. FORM 990, PAGE 5, PART V, LINE 3B THE FUND DID NOT EARN ANY UNRELATED BUSINESS INCOME DURING THE YEAR. 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 AVERAGED 40 HOURS A WEEK FOR A RELATED ORGANIZATION. WAGES WERE TAKEN FROM A DEPT. OF LABOR FILING AND THE FRINGES WERE ESTIMATED. JAMES PELTIER AVERAGED 40 HOURS A WEEK FOR A RELATED ORGANIZATION. WAGES WERE TAKEN FROM A DEPT. OF LABOR FILING AND THE FRINGES WERE ESTIMATED. THOMAS MITTELBRUN, III AVERAGED 40 HOURS A WEEK FOR A RELATED ORGANIZATION. ACTUAL AMOUNTS ARE REPORTED. JOSEPH DIEDERICHS AVERAGED .80 HOURS A WEEK FOR A RELATED ORGANIZATION. WAGES WERE TAKEN FROM A FRINGE BENEFIT REPORT. FORM 990, PART XI, LINE 9 PREMIUM PAYABLE -BEGINNING OF YR -611,266 PREMIUMS PAYABLE-END OF YR 759,020 TOTAL 147,754 EWIF BENEFITS SERVICES LLC 2277 E 11 MILE RD STE 2 WARREN MI 48092 471162450 INVESTING MI 310345 5972619 ELECTRICAL WORKERS' INSURANCE FUND ELECTRICAL WORKERS PENSION TRUST ELECTRICAL WORKERS PENSION TRUST FD P O BOX 71137 MADISON HEIGHTS MI 48071 386080404 PENSION PL MI 501 NA false IBEW LOCAL 58 ANNUITY FUND IBEW LOCAL 58 ANNUITY FUND P O BOX 71137 MADISON HEIGHTS MI 48071 382749515 P/S PLAN MI 501 NA false APPRENTICE & JOURNEYMAN TRAINING TR APPRENTICE AND JOURNEYMAN TRAIN TRU 2277 E ELEVEN MILE RD WARREN MI 48092 386107342 TRAINING F MI 501 NA false ELECTRICAL WORKERS JBT-VACATION FUN ELECTRICAL WORKERS JBT-VACATION FD P O BOX 71137 MADISON HEIGHTS MI 48071 381415532 VACATION F MI 501 NA false SE MI ELECTRICAL INDUSTRY LABOR MG S/E MI ELECTRICAL INDUSTRY LABOR MG P O BOX 71137 MADISON HEIGHTS MI 48071 383609875 LABOR/MGMT MI 501 NA false SMC NECA INC (SPONSORING ORGANIZATI SMC NECA INC 2735 BELLINGHAM TROY MI 48099 386095109 EMP'R ASSO MI 501 NA false IBEW LOCAL UNION NO 58 (SPONSORING IBEW LOCAL UNION NO 58 1358 ABBOTT DETROIT MI 48226 380679210 LABOR UNIO MI 501 NA false BUILDING CORPORATION OF THE DETROI BUILDING CORPORATION OF THE DETROIT 2277 E ELEVEN MILE RD WARREN MI 48092 331057762 TITLE HOLD MI 501 NA false SUB FD OF THE ELECTRICAL INDUSTRY P O BOX 71137 MADISON HEIGHTS MI 48071 386080379 UNEMPLOYME MI 501 NA false ELECTRICAL WORKERS SOUND AND COMMUN COMMUNICATION PENSION FUND P O BOX 71137 MADISON HEIGHTS MI 48071 386233909 PENSION PL MI 501 NA false SEE PART VII N/A false false PROFESSIONAL BENEFITS SERVICES INC 2959 LUCERNE DRIVE SE GRAND RAPIDS MI 49546 383036973 CLAIMS PRO MI EWIF BENE- FITS SERVICES LLC C CORP 6873989 4893533 1.00000 true SEE PART VII N/A false false false false false false true false false false false true true false true true false true true true PROFESSIONAL BENEFITS SERVICES INC M 70519366 HEALTHCARE CLAIMS PAID PROFESSIONAL BENEFITS SERVICES INC F 300000 DIVIDEND RECEIVED SCHEDULE R SCHEDULE R, PARTS III AND IV, IDENTIFICATION OF RELATED ORGANIZATIONS: THE FILING ORGANIZATION IS A MULTIEMPLOYER TRUST FUND AS DEFINED IN THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED. THE FUND PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. AS OF 9-30-2023, THERE WERE 226 CONTRIBUTING EMPLOYERS TO THE FUND. UNDER THE INSTRUCTIONS TO SCHEDULE R, THOSE EMPLOYERS ARE CONSIDERED "RELATED ORGANIZATIONS." THE FUND'S ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF ALL CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES, AND OTHER CONTACT INFORMATION. HOWEVER, THE FUND DOES NOT HAVE, AND HAS NO REASONABLE WAY TO OBTAIN, MUCH OF THE INFORMATION TO BE REPORTED ON SCHEDULE R, SUCH AS EMPLOYER IDENTIFICATION NUMBERS AND THE EMPLOYER'S LEGAL STRUCTURE (E.G., CORPORATION OR PARTNERSHIP). SEE THE ATTACHED ALPHABETICAL LISTING OF THOSE EMPLOYERS, WHICH IS THE EXTENT OF THE INFORMATION THE FUND HAS WITH RESPECT TO EACH EMPLOYER.