2025-09-17T11:41:30-04:00 2024-12-31 383382520 MCCLAIN SMITH & WENZ PC 6915 ROCHESTER ROAD STE 100 TROY MI 480851285 990 2024-01-01 381415532 ELECTRICAL WORKERS' JOINT BOARD OF TRUSTEES - VACATION FUND ELEC 5865759200 PO BOX 71337 MADISON HEIGHTS MI 480710337 E CRAIG YOUNG BENEFITS DIRECTOR 5865759200 2025-09-04 true false JAMES T WELCH P00454564 2488798400 2025-08-28 2024 2025-03-06 01:10:19Z E CRAIG YOUNG P O BOX 71337 MADISON HEIGHTS MI 48071 9053109 false X WWW.EWJBT.ORG X 1952 MI THE VACATION FUND WAS CREATED FOR THE PURPOSE OF MAKING DISTRIBUTIONS OF VACATION PAY TO EMPLOYEES ENTITLED TO SUCH UNDER A COLLECTIVE BARGAINING AGREEMENT. 6 0 0 0 0 5338447 5158509 96322 99620 0 5434769 5258129 0 5241480 5060616 26694 32586 0 0 79296 98519 5347470 5191721 87299 66408 1585496 1507375 1319564 1177770 265932 329605 THE VACATION FUND WAS CREATED FOR THE PURPOSE OF MAKING DISTRIBUTIONS OF VACATION PAY TO EMPLOYEES ENTITLED TO SUCH UNDER A COLLECTIVE BARGAINING AGREEMENT. false false 5191721 5158509 THE VACATION FUND COLLECTS VACATION BENEFITS FROM EMPLOYERS AND DISBURSES THOSE FUNDS TWICE A YEAR TO THE PARTICIPANTS (EMPLOYEES) ENTITLED TO RECEIVE SAID BENEFITS. 5191721 false false false false false false false false false false false false false false 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 false true false false true X 1 0 true 0 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 E CRAIG YOUNG 5865759200 P O BOX 71337 MADISON HEIGHTS MI 48071 X E CRAIG YOUNG BENEFITS DIR 1.00 40.00 X 0 399173 55951 JASON HEAD TRUSTEE/SECR 1.00 40.00 X 0 221400 51670 MICHELE DAVIS ASS'T BENE. 1.00 40.00 X 0 168349 55951 JAMES SOOSIK TRUSTEE 1.00 40.00 X 0 143160 58928 JESSICA CYPRUS ACCOUNTANT 1.00 40.00 X 0 110800 55926 KIMBERLY L'HEUREUX TRUSTEE 1.00 40.00 X 0 114874 50831 JAMES PELTIER TRUSTEE-PAST 1.00 40.00 X 0 85616 33880 JOSEPH DIEDERICHS TRUSTEE/CHAI 1.00 2.00 X 0 13144 5777 WILLIAM DARISH TRUSTEE 1.00 X 0 0 0 JOHN FULGENZI TRUSTEE 1.00 X 0 0 0 THOMAS MITTELBRUN III TRUSTEE-PAST 1.00 0.00 X 0 0 0 A STEVEN WELLEIN TRUSTEE-PAST 1.00 X 0 0 0 1256516 368914 false true false EMPLOYEES CONTRIBUTIONS 230000 5156988 5156988 LATE PAYMENT ASSESSMENTS 900099 1521 1521 5158509 93600 93600 3801000 3794980 6020 6020 6020 5258129 5164529 93600 5060616 19193 10132 3261 6432 15282 50373 751 8903 3220 1349 BANK CHARGES 9094 EDUCATION AND PROMOTION 1396 TELEPHONE 891 EQUIPMENT AND LEASES 796 32 5191721 0 0 0 303050 644366 306000 232975 976446 630034 1585496 1507375 1319564 1177770 1319564 1177770 X 265932 329605 265932 329605 1585496 1507375 X 66408 -2735 X false true X true false 5255394 -2735 -2735 5258129 5258129 5334721 143000 143000 5191721 5191721 SCHEDULE D, PAGE 4, PART XII, LINE 2D ACCRUED VACATION BENEFITS PAYABLE - END OF YEAR -1,168,000 ACCRUED VACATION BENEFITS PAYABLE - BEGIN. OF YEAR 1,311,000 false false false E CRAIG YOUNG BENEFITS DIRECTOR 399173 37491 18460 455124 JASON HEAD TRUSTEE/SECRETARY 201400 20000 33210 18460 273070 MICHELE DAVIS ASS'T BENE. DIRECTOR 148349 20000 37491 18460 224300 JAMES SOOSIK TRUSTEE 143160 39894 19034 202088 JESSICA CYPRUS ACCOUNTANT 104800 6000 37466 18460 166726 KIMBERLY L'HEUREUX TRUSTEE 114874 34114 16717 165705 FORM 990, PAGE 5, PART V, LINE 3B THERE WAS NO UNRELATED BUSINESS INCOME EARNED DURING THE YEAR. FORM 990, PART VI MINUTES OF ALL BOARD MEETINGS ARE MAINTAINED IN WRITTEN FORM. 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. IN ADDITION, E. CRAIG YOUNG IS IDENTIFIED AS A KEY EMPLOYEE OF THE ORGANIZATION. HE IS EMPLOYED BY A RELATED ORGANIZATION WHERE ONE OR MORE TRUSTEES OF THE ORGANIZATION SERVE AS TRUSTEES FORM 990, PAGE 6, PART VI, LINE 2 SEE SCHEDULE O FORM 990, PAGE 6, PART VI, LINE 7A TRUSTEES ARE APPOINTED BY THE UNION AND THE EMPLOYER ASSOCIATION. FORM 990, PAGE 6, PART VI, LINE 11B THE SIGNATORIES ON BEHALF OF THE BOARD REVIEW FORM 990 BEFORE IT IS FILED. FORM 990, PAGE 6, PART VI, LINE 12C THE CONFLICT OF INTEREST POLICY IS ENFORCED 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 APPROXIMATELY 40 HOURS A WEEK FOR A RELATED ORGANIZATION. WAGE AMOUNT IS FROM A DEPT OF LABOR FILING AND FRINGES ARE ESTIMATED. E. CRAIG YOUNG WORKED 40 HOURS A WEEK FOR A RELATED ORGANIZATION. ACTUAL AMOUNTS ARE REPORTED. MICHELE DAVIS WORKED 40 HOURS A WEEK FOR A RELATED ORGANIZATION. ACTUAL AMOUNTS ARE REPORTED. JAMES PELTIER WORKED 40 HOURS A WEEK FOR A RELATED ORGANIZATION. WAGE AMOUNT IS FROM A DEPT OF LABOR FILING AND FRINGES ARE ESTIMATED. JOSEPH DIEDERICHS WORKED 5 HOURS PER WEEK FOR A RELATED ORGANIZATION. AMOUNTS ARE TAKEN FROM FRINGE BENEFIT REPORTS. JAMES SOOSIK WORKED 40 HOURS A WEEK FOR A RELATED ORGANIZATION. AMOUNTS ARE TAKEN FROM FRINGE BENEFIT REPORTS. JASON HEAD WORKED 40 HOURS A WEEK FOR A RELATED ORGANIZATION. ACTUAL AMOUNTS ARE REPORTED. JESSICA CYPRUS WORKED 40 HOURS A WEEK FOR A RELATED ORGANIZATION. ACTUAL AMOUNTS ARE REPORTED. ELECTRICAL WORKERS PENSION TRUST P O BOX 71137 MADISON HEIGHTS MI 48071 386080404 PENSION PL MI 501 NA false ELECTRICAL WORKERS INSURANCE FD P O BOX 71137 MADISON HEIGHTS MI 48071 381393235 INSURANCE MI 501C9 NA false SUB FD OF THE ELECTRICAL INDUSTRY P O BOX 71137 MADISON HEIGHTS MI 48071 386080379 UNEMPLOYME MI 501C17 NA false IBEW LOCAL 58 ANNUITY FD P O BOX 71137 MADISON HEIGHTS MI 48071 382749515 P/S PLAN MI 501 NA false APPRENTICE & JOURNEYMAN TRAIN TRUST 2277 E ELEVEN MILE RD WARREN MI 48092 386107342 TRAINING F MI 501C3 2 NA false SE MI ELECTRICAL INDUSTRY LABOR MG P O BOX 71137 MADISON HEIGHTS MI 48071 383609875 LABOR/MGMT MI 501C5 NA false IBEW LOCAL UNION NO 58 1358 ABBOTT DETROIT MI 48226 380679210 LABOR UNIO MI 501C5 NA false SMC NECA INC 2735 BELLINGHAM TROY MI 48099 386095109 EMP'R ASSO MI 501C6 NA false ELECTRICAL WORKERS SOUND & COMMUNIC P O BOX 71137 MADISON HEIGHTS MI 48071 386233909 PENSION PL MI 501 NA false METRO DETROIT ELEC IND TRAINING CTR P O BOX 71137 MADISON HEIGHTS MI 48071 352657190 TRADE SCHO MI 501C3 2 APPRENTICE false SEE PART VII N/A false false SEE PART VII N/A false false false false false false false false false false false true false true true true true true false true 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 VACATION BENEFITS TO ELIGIBLE PARTICIPANTS. AS OF 12-31-2024, THERE WERE 225 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 THE EMPLOYER'S LEGAL STRUCTURE (E.G.,CORPORATION OR PARTNERSHIP). SEE THE ATTACHED ALPHABETICAL LISTING OF THOSE EMPLOYERS.