2024-11-27T10:14:48-06:00 2024-05-31 390747409 REILLY PENNER & BENTON LLP 1233 NORTH MAYFAIR RD SUITE 302 MILWAUKEE WI 532263255 990 2023-06-01 200219651 ELECTRICAL CONSTRUCTION INDUSTRY LABOR MANAGEMENT COOPERATION COMMITTEE FUND ELEC 4147780068 11001 W PLANK CT 120 MILWAUKEE WI 53226 DAJEN BOHACEK EMPLOYER-TRUSTEE 4147780068 2024-11-22 1 0 JOSHUA BIERBACH P01449255 4142717800 2023 2024-10-15 13:58:12Z DAJEN BOHACEK 11001 W PLANK CT 120 MILWAUKEE WI 53226 472069 0 X NONE X 2003 WI TO ENGAGE IN ACTIVITIES THAT ARE MUTUALLY BENEFICIAL TO THE GENERAL WELFARE OF WORKERS, EMPLOYERS, AND THE GENERAL COMMUNITY 6 6 0 6 0 0 0 0 413224 456223 94 15846 0 0 413318 472069 0 0 0 0 0 0 0 0 0 214062 345640 214062 345640 199256 126429 670908 827556 26512 56731 644396 770825 X PROVIDE WORKERS AND EMPLOYERS WITH OPPORTUNITIES TO STUDY AND EXPLORE NEW AND INNOVATIVE JOINT APPROACHES TO ACHIEVING ORGANIZATIONAL EFFECTIVENESS ENGAGE IN RESEARCH AND DEVELOPMENT PROGRAMS CONCERNING VARIOUS ASPECTS OF THE INDUSTRY, BUT NOT LIMITED TO, NEW TECHNOLOGIES, OCCUPATIONAL SAFETY AND HEALTH, LABOR RELATIONS, AND NEW METHODS OF IMPROVED PRODUCTION 0 0 IMPROVE COMMUNICATIONS BETWEEN REPRESENTATIVES OF LABOR AND MANAGEMENT SPONSOR PROGRAMS WHICH IMPROVE JOB SECURITY, ENHANCE ECONOMIC AND COMMUNITY DEVELOPMENT, AND PROMOTE THE GENERAL WELFARE OF THE COMMUNITY AND INDUSTRY IMPLEMENT A DRUG TESTING AND TREATMENT REFERRAL PROGRAM AGREED TO BY THE ASSOCIATION AND THE UNION PROVIDE WORKERS AND EMPLOYERS WITH OPPORTUNITIES TO STUDY AND EXPLORE NEW AND INNOVATIVE JOINT APPROACHES TO ACHIEVING ORGANIZATIONAL EFFECTIVENESS ENGAGE IN RESEARCH AND DEVELOPMENT PROGRAMS CONCERNING VARIOUS ASPECTS OF THE INDUSTRY, INCLUDING, BUT NOT LIMITED TO, NEW TECHNOLOGIES, OCCUPATIONAL SAFETY AND HEALTH, LABOR RELATIONS, AND NEW METHODS OF IMPROVED PRODUCTION ASSIST WORKERS AND EMPLOYERS IN SOLVING PROBLEMS OF MUTUAL CONCERN NOT SUSCEPTIBLE WITHIN THE COLLECTIVE BARGAINING PROCESS ENGAGE IN PUBLIC EDUCATION AND OTHER PROGRAMS TO EXPAND THE ECONOMIC DEVELOPMENT OF THE ELECTRICAL CONSTRUCTION INDUSTRY STUDY AND EXPLORE WAYS OF ELIMINATING POTENTIAL PROBLEMS WHICH REDUCE THE COMPETITIVENESS AND INHIBIT THE ECONOMIC DEVELOPMENT OF THE ELECTIRICAL CONSTRUCTION INDUSTRY. ENHANCE THE INVOLVEMENT OF WORKERS IN MAKING DECISIONS THAT AFFECT THEIR WORKING LIVES 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X TRUSTEES 4147780068 11001 WEST PLANK COURT SUITE 120 WAUWATOSA WI 53226 X RICK ROBERTS TRUSTEE 1.00 X 0 0 0 NICHOLAS CAMPBELL UNION TRUSTEE 1.00 X 0 0 0 ROBERT WEBER UNION TRUSTEE 1.00 X 0 0 0 GREGG SCHWISTER TRUSTEE 1.00 X 0 0 0 JOHN JACOBS UNION TRUSTEE 1.00 X 0 0 0 DAJEN BOHACEK TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 CONTRACTOR CONTRIBUTIO 525100 456223 456223 456223 15846 15846 472069 456223 0 15846 1645 4600 16500 24844 3030 15000 CLMC/BIG STEP PROGRAMS 154563 SUBSTANCE ABUSE TESTING 82696 ELECTRICAL APPRENTICE P 33246 EMPLOYEE RESOURCE SYSTE 6644 2872 345640 546752 694189 102514 102617 6837 14792 14805 15958 670908 827556 26512 56731 26512 56731 X 0 0 0 0 644396 770825 644396 770825 670908 827556 126429 0 X X 0 1 X 0 0 0 X 472069 0 472069 0 472069 345640 0 345640 0 345640 PART X, LINE 2: THE FUND HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE DATED NOVEMBER 23, 2005, STATING THAT THE FUND IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC), AND, ACCORDINGLY, THE FUND'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE FUND SPONSOR BELIEVES THAT THE FUND, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE INTERNAL REVENUE CODE. IN ADDITION, THE FUND AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE FUND ADMINISTRATOR BELIEVES THAT THE FUND IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. U.S. GAAP REQUIRES FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE DEPARTMENT OF LABOR OR INTERNAL REVENUE SERVICE. FUND MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AS OF THE END OF THE FISCAL YEAR, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. GENERALLY, FOR UNITED STATES FEDERAL INCOME TAXES, THE FUND IS ONLY SUBJECT TO EXAMINATION FOR THE CURRENT YEAR'S TAX RETURN AND THE PRECEDING THREE YEARS' RETURNS. THE FUND IS NOT REQUIRED TO FILE ANY STATE TAX RETURNS AND THEREFORE IS GENERALLY NOT SUBJECT TO EXAMINATION BY STATE TAXING AUTHORITIES. FORM 990, PART VI, SECTION B, LINE 11B A COPY WAS PROVIDED TO THE TRUSTEES ON THE BOARD FOR REVIEW PRIOR TO FILING FORM 990, PART VI, SECTION C, LINE 19 A COPY IS AVAILABLE UPON REQUEST FORM 990 PART XII LINE 2C BOARD OF TRUSTEES OVERSEES AUDIT AND REVIEWS FINANCIAL STATEMENTS MILWAUKEE ELECTRICAL CONSTRUCTION INDUSTRY BOARD 11001 WEST PLANK COURT SUITE 120 WAUWATOSA WI 53226 237067380 PROVIDES ADMINISTRATIVE SERVICES WI 501C (6) N/A 0 ELECTRICAL CONTRACTORS ASSOCIATION-MILWAUKEE CHAPTER 11001 WEST PLANK COURT SUITE 120 WAUWATOSA WI 53226 390260800 PROVIDES ADMINISTRATIVE SERVICES WI 501C (6) N/A 0 ELECTRICAL CONSTRUCTION INDUSTRY PENSION PLAN 11001 WEST PLANK COURT SUITE 120 WAUWATOSA WI 53226 391291994 PROVIDES ADMINISTRATIVE SERVICES WI 401A N/A 0 MILWAUKEE ELECTRICAL JOINT APPRENTICESHIP & TRAINING PLAN 6300 W LAYTON AVENUE GREENFIELD WI 53220 391027476 EDUCATIONAL PROGRAMS FOR ELECTRICIANS WI 501(C)(3) 0 ADVANCED TECH EL CON LLC 900 DUCHESS CT OCONOMOWOC WI 53066 270280051 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