International Brthd of Elec Wrkrs & Outside Cntrctrs Hlth & Wlfr TR FD
Revenue
$31m
year to 31 October 2024
Expenses
$32m
year to 31 October 2024
Total assets
$255.1m
$1.7m liabilities
Net assets
$253.3m
assets less liabilities
Directors and trustees
10
7.0y av
Staff
41
employees, year to 31 October 2024
Left since last filing
0
no seats appear to have opened
Officers and senior staff
3
named in Part VII
International Brthd of Elec Wrkrs & Outside Cntrctrs Hlth & Wlfr TR FD's network
10 people7 organisationsi10 people and 7 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (10). Violet dotted lines (25) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
10 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 10 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Art Burke | Trustee | 2018 | 8 yrs |
| Frank Lizzadro | Trustee | 2018 | 8 yrs |
| John C Burkard | Trustee | 2018 | 8 yrs |
| John D Dowling | Trustee | 2018 | 8 yrs |
| Kevin B Schuster | Trustee | 2018 | 8 yrs |
| Matt Turk | Trustee | 2021 | 5 yrs |
| William Niesman | Trustee | 2018 | 8 yrs |
| John Janicich | Trustee | 2022 | 4 yrs |
| Stephen Aldridge | Trustee | 2020 | 6 yrs |
| Thomas McClusky | Trustee | 2023 | 3 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
3 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Rebecca Thames-Simmons | Fund Administrator | since 2018 |
| Samantha Posluszny | Benefits Administrator | since 2018 |
| Teresa Jesionowski | Benefits Administrator | since 2018 |
Pay and hours
year to 31 October 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Matt Turk | Trustee | 2 | $0 | ||
| John C Burkard | Trustee | 2 | $0 | $196k | $85k |
| Art Burke | Trustee | 2 | $0 | ||
| Frank Lizzadro | Trustee | 2 | $0 | ||
| John D Dowling | Trustee | 2 | $0 | $185k | $85k |
| William Niesman | Trustee | 2 | $0 | $219k | $95k |
| Kevin B Schuster | Trustee | 2 | $0 | $184k | $85k |
| Thomas McClusky | Trustee | 2 | $0 | $186k | $152k |
| Stephen Aldridge | Trustee | 2 | $0 | ||
| John Janicich | Trustee | 2 | $0 |
About
- Legal name
- International BRTHD of Elec WRKRS & Outside Cntrctrs HLTH & WLFR Tr Fd
- EIN
- 362261990
- Address
- 18670 Graphics Dr Ste 201, Tinley Park, IL, 60477-6298
- State
- Illinois
- Mission
- To provide health and welfare benefits to individuals working under a Collective Bargaining Agreement between IBEW Local No. 9 and the Middle States Electrical Contractors Association (as filed on the Form 990)
- IRS classification
- 501(c)09 (tax-exempt under section 501(c)(3) where shown)
- Size band
- 9 (IRS master file code)
- Formed
- 1964
- Principal officer
- Art Burke (as named on the Form 990)
- IRS ruling date
- 1 September 1954
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2024
Most connected
Related organisations (Schedule R)
RelatedApprentice trainingLocal No 9 IBEW and Outside Contractors and MSECA Aprntshp & Jrnymn Trg FdRelatedSupplemental unemploymentLocal No 9 IBEW and Outside Contractors Supplemental Unemployment FundRelatedLMCCLocal No 9 IBEW and Outside Contractors LMCC
Longest observed on the filings
≥8years on the filingsArt Burke
≥8years on the filingsFrank Lizzadro
≥8years on the filingsJohn C Burkard
≥8years on the filingsJohn D Dowling
Latest return
year to 31 October 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 October 2024. US dollars, as filed.- Total assets
- $255.1m
- Total liabilities
- $1.7m
- Net assets or fund balances
- $253.3m
- Contributions and grants received
- $0
- Program service revenue
- $28.6m
- Employees
- 41
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $31m | $32m | Deficit $1m |
As filed on the IRS Form 990. US dollars.