Form 990 for tax year 2024
Filed by WISCONSIN ELECTRICAL EMPLOYEES BENEFITS FUNDS LLC.
Totals
- Total revenue
- $112,225,671
- Total expenses
- $101,946,022
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $98,741,525
- Investment income
- $13,395,322
- Other revenue
- $88,824
- Total assets, end of year
- $227,426,295
- Total liabilities, end of year
- $8,856,753
- Net assets or fund balances, end of year
- $218,569,542
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: EMPLOYERS CONTRIBUTIONS
total $95,175,550 · related or exempt $95,175,550
-
2b · Program service revenue: PARTICIPANTS CONTRIBUTIONS
total $3,565,975 · related or exempt $3,565,975
-
3 · Investment income
total $7,627,757 · excluded $7,627,757
-
6a · Gross rents
real property $87,447
-
6b · Less rental expenses
real property $98,461
-
6c · Rental income or loss
real property -$11,014
-
6d · Net rental income or loss
total -$11,014 · related or exempt -$11,014
-
7a · Gross sales of assets other than inventory
securities $45,760,540
-
7b · Less cost or other basis and sales expenses
securities $39,992,975
-
7c · Gain or loss
securities $5,767,565
-
7d · Net gain or loss
total $5,767,565 · excluded $5,767,565
-
11a · Other revenue: liquidated damages and interest
total $83,160 · related or exempt $83,160
-
11b · Other revenue: OTHER INCOME
total $16,678 · related or exempt $16,678
-
11e · Other revenue, total
$99,838
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $99,935,446
-
7 · Other salaries and wages
total $556,691
-
8 · Pension plan contributions
total $142,058
-
10 · Payroll taxes
total $49,286
-
11b · Fees: legal
total $350,740
-
11c · Fees: accounting
total $54,818
-
11f · Fees: investment management
total $141,063
-
11g · Fees: other
total $70,245
-
13 · Office expenses
total $504,244
-
19 · Conferences, conventions and meetings
total $27,399
-
22 · Depreciation, depletion and amortization
total $50,777
-
23 · Insurance
total $63,255
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $7,315,616 · end of year $13,092,031
-
2 · Savings and temporary cash investments
beginning of year $6,562,114 · end of year $2,661,317
-
4 · Accounts receivable
beginning of year $7,492,754 · end of year $11,729,884
-
10a · Land, buildings and equipment: cost or other basis
$2,058,628
-
10b · Land, buildings and equipment: accumulated depreciation
$897,773
-
10c · Land, buildings and equipment, net
beginning of year $1,211,631 · end of year $1,160,855
-
11 · Investments: publicly traded securities
beginning of year $167,419,868 · end of year $181,357,664
-
12 · Investments: other securities
beginning of year $17,023,125 · end of year $17,424,544
-
17 · Accounts payable and accrued expenses
beginning of year $473,566 · end of year $324,480
-
25 · Other liabilities
beginning of year $0 · end of year $8,532,273
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $206,551,542 · end of year $218,569,542
Mission and programs · 2024
Mission
PROVIDE BENEFITS TO MEMBERS
-
WISCONSIN ELECTRICAL EMPLOYEES HEALTH AND WELFARE PLAN PROVIDES MEDICAL, DENTAL, PRESCRIPTION DRUG, VISION, AND OTHER BENEFITS TO PLAN PARTICIPANTS AND THEIR DEPENDENTS AND BENEFICIARIES.
As filed on the 2024 return.
Listed in Part VII
-
Chris GulbrandsonCHRIS GULBRANDSON
SECRETARY
- Total calculated
- $174,893
- From this org
- $0
- From related orgs
- $139,276
- Other
- $35,617
- Hours/week
- 5
Schedule J breakdown matched by us
- Base
- $0 + $139,276 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $35,617 related
- Filer's total
- $0 + $174,893 related
-
Darren JohnsonDARREN JOHNSON
CHAIRMAN
- Total calculated
- $219,809
- From this org
- $0
- From related orgs
- $169,812
- Other
- $49,997
- Hours/week
- 5
Schedule J breakdown matched by us
- Base
- $0 + $160,680 related
- Bonus
- $0
- Other
- $0 + $9,132 related
- Deferred
- $0 + $32,878 related
- Nontaxable benefits
- $0 + $17,119 related
- Filer's total
- $0 + $219,809 related
-
Ben MyersBEN MYERS
TRUSTEE
- Total calculated
- $164,982
- From this org
- $0
- From related orgs
- $110,775
- Other
- $54,207
- Hours/week
- 5
Schedule J breakdown matched by us
- Base
- $0 + $110,775 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $30,290 related
- Nontaxable benefits
- $0 + $23,917 related
- Filer's total
- $0 + $164,982 related
-
Sean FrankSEAN FRANK
TRUSTEE
- Total calculated
- $118,497
- From this org
- $0
- From related orgs
- $118,497
- Other
- $0
- Hours/week
- 5
-
Brian GawlikBRIAN GAWLIK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
Thomas SchlenderTHOMAS SCHLENDER
TRUSTEE
- Total calculated
- $158,411
- From this org
- $0
- From related orgs
- $105,281
- Other
- $53,130
- Hours/week
- 5
Schedule J breakdown matched by us
- Base
- $0 + $105,281 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $53,130 related
- Filer's total
- $0 + $158,411 related
-
Dean MillerDEAN MILLER
TRUSTEE
- Total calculated
- $155,955
- From this org
- $0
- From related orgs
- $110,530
- Other
- $45,425
- Hours/week
- 5
Schedule J breakdown matched by us
- Base
- $0 + $109,750 related
- Bonus
- $0
- Other
- $0 + $780 related
- Deferred
- $0 + $18,256 related
- Nontaxable benefits
- $0 + $27,169 related
- Filer's total
- $0 + $155,955 related
-
Jim Eland IIJIM ELAND II
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
John GerlachJOHN GERLACH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
Dan ZurawikDAN ZURAWIK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
Todd JavoroskiTODD JAVOROSKI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
Jesse JacquesJESSE JACQUES
TRUSTEE
- Total calculated
- $172,702
- From this org
- $0
- From related orgs
- $115,724
- Other
- $56,978
- Hours/week
- 5
Schedule J breakdown matched by us
- Base
- $0 + $115,724 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $28,931 related
- Nontaxable benefits
- $0 + $28,047 related
- Filer's total
- $0 + $172,702 related
-
Michael KillianMICHAEL KILLIAN
TRUSTEE
- Total calculated
- $185,395
- From this org
- $0
- From related orgs
- $126,560
- Other
- $58,835
- Hours/week
- 5
Schedule J breakdown matched by us
- Base
- $0 + $126,560 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $31,640 related
- Nontaxable benefits
- $0 + $27,195 related
- Filer's total
- $0 + $185,395 related
-
Jon ChermackJON CHERMACK
TRUSTEE
- Total calculated
- $152,588
- From this org
- $0
- From related orgs
- $101,944
- Other
- $50,644
- Hours/week
- 5
Schedule J breakdown matched by us
- Base
- $0 + $101,944 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $25,499 related
- Nontaxable benefits
- $0 + $25,145 related
- Filer's total
- $0 + $152,588 related
-
John WestphalJOHN WESTPHAL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
Jeff HansonJEFF HANSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
Mark LauerMARK LAUER
FORMER TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
Leo SokolikLEO SOKOLIK
FORMER TRUSTEE
- Total calculated
- $99,179
- From this org
- $0
- From related orgs
- $66,774
- Other
- $32,405
- Hours/week
- 5
-
Dan MurphyDAN MURPHY
FORMER TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
tim padesky
alternate trustee
- Total calculated
- $0
- Hours/week
- 5
-
crystal knipp
alternate trustee
- Total calculated
- $0
- Hours/week
- 5
-
scott pawelski
alternate trustee
- Total calculated
- $152,467
- From this org
- $0
- From related orgs
- $100,722
- Other
- $51,745
- Hours/week
- 5
Schedule J breakdown matched by us
- Base
- $0 + $100,722 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $51,745 related
- Filer's total
- $0 + $152,467 related
-
Bonnie DelapBONNIE DELAP
TRUST ADMIN
- Total calculated
- $213,083
- From this org
- $156,935
- From related orgs
- $0
- Other
- $56,148
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $156,935
- Bonus
- $0
- Other
- $0
- Deferred
- $40,713
- Nontaxable benefits
- $15,435
- Filer's total
- $213,083
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
WISCONSIN ELECTRICAL EMPLOYEE BENEFIT FUNDS LLC
provide adminstrative services and hold and lease property · WI · income $225,047 · assets $1,522,726
Directly controlled by wisconsin electrical employees health and welfare plan
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
ACCORD ELECTRIC INC
-
ADVANCED CABLE SOLUTI
-
ADVANTAGE POINT GROUP
-
ALL STATE COMMUNICATI
-
ALLIED ELECTRIC INC
-
AMR ELECTRIC LLC
-
ANTHONY ELECTRIC INC
-
AREA ELECTRIC INC
-
B & B ELECTRIC INC
-
BAHR ELECTRIC LLC
-
BELKNAP ELECTRIC INC
-
BLAKE ELECTRIC INC
-
CHETEK TNC ELECTRIC
-
COMPLETE CONTROL INC
-
CR MEYER AND SONS
-
DNESCO ELECTRIC INC
-
E-CON ELECTRIC INC
-
EGAN COMPANIES INC
-
ELECTRIC SYSTEMS OF D
-
ESI INC
-
EXCEL ENGINEERING IN
-
FIRST BUSINESS SOLUTI
-
G D BARRI AND ASSOCIA
-
GMS ELECTRIC
-
GRANZIN ELECTRIC LLC
-
GREAT LAKES INDUSTRIA
-
H & R ELECTRIC INC
-
HIGH VOLTAGE
-
HUDSON ELECTRIC INC
-
HUNT ELECTRIC
-
JC & K SERVICES LLC
-
K & M ELEC OF SCHOFI
-
KISH & SONS ELECTRIC
-
LOCAL UNION IBEW 14
-
LVC COMPANIES INC
-
MICHELS CORPORATION
-
MICHELS POWER INC
-
MUTCH ELECTRICAL CONT
-
MV DEVELOPMENT LLC
-
NEI ELECTRIC INC
-
NEO ELECTRICAL SOLUTI
-
OLSON SOLAR ELECTRIC
-
ORION DEFENSE SYSTEMS
-
P & T ELECTRIC INC
-
PEC SOLUTIONS LLC
-
PENOKEE RANGE ELECTRI
-
PIEPER ELECTRIC INC
-
ROSHELL ELECTRIC INC
-
SARGENT ELECTRIC CO
-
SIMON ELEC CONST CO
-
STAFF ELECTRIC CO INC
-
SWEDA & SONS LIGHTNIN
-
T D PADESKY ELEC
-
T J ELECTRIC INC
-
THE STATE GROUP INDUS
-
V2 ELECTRIC LLC
-
VAN ERT ELECT INC
-
VETERANS ELECTRIC LL
-
VIKING ELECTRIC INC
-
WDW ELECTRIC LLC
-
WEHRS ELECTRIC INC
-
WESTPHAL & CO INC
-
ALDRIDGE ELECTRIC COM
-
AUDENBY ELECTRIC INC
-
BLATTNER ENERGY INC
-
BSW ELECTRIC LLC
-
COMMUNICATION ZONE I
-
CONNELLY ELECTRIC IN
-
D & E ELECTRIC LLC
-
DATA CABLE INC
-
DELTA ELECTRIC INC
-
ELECTRICAL CONTRCTRS
-
ELECTRICAL ENERGY EXP
-
ELECTRICAL SYSTEMS &
-
GROHS ELECTRIC LLC
-
GURTZ ELECTRIC CO
-
GUY D ELECTRIC
-
HIGH VOLTAGE MAINT C
-
HOMESTEAD ELECTRICAL
-
HVA PRODUCTS INC
-
INTEGRATED CONTROL TE
-
KACE COMMUNICATIONS
-
KBCOMINC
-
KELSO-BURNETT CO
-
KRAUSE ELECTRICAL
-
LEE ELECTRICAL INC
-
LEE MECHANICAL INC
-
LEMBERG ELECTRIC CO
-
LOCAL UNION #127IB
-
LOGOS CONCEPTS LLC
-
MECHANICAL SYSTEMS I
-
MORSE ELECTRIC INC
-
NORTHERN MECHANICAL L
-
PACE ELECTRIC
-
PREFERRED ELECT CONS
-
PREMIER POWER PROFESS
-
REWALD ELECTRIC CO
-
ROMAN ELECTRIC CO I
-
STAFF ELECTRIC CO I
-
TERMINAL-ANDRAE INC
-
TITLE ELECTRIC COMPAN
-
TOM GAGLIARDI ELECTRI
-
VAN ERT ELECTRIC CO
-
VOLT ELECTRIC INC
-
WADDLE ELECTRIC LLC
-
ALTMEYER ELECTRIC
-
B & B ELECTRICAL(158)
-
BHI SPECIALITY SERVIC
-
BILFINGER INDUSTRIAL
-
COMPLETE CONTROL INC
-
CR MEYER AND SONS COM
-
DATALINE SERVICES IN
-
ELAND ELECTRIC CORP
-
ELECTRICAL ENERGY
-
ELECTRICAL SYNERGIES
-
ELMSTAR ELECTRIC CORP
-
ENERGY CONTROL & DESI
-
ENTERPRISE ELECTRIC
-
ESW PLANT SERVICES
-
GREAT AMERICAN WELDIN
-
HAYDIN ELECTRIC AND S
-
HIGH VOLTAGE MAINTENA
-
HUBBARTT ELECTRIC IN
-
HUNT ELECTRIC CORPORA
-
K & M ELECTRIC OF (1
-
LOCAL UNION #158IB
-
M J ELECTRIC LLC
-
PCI ENERGY SERVICES L
-
PIPING & EQUIPMENT CO
-
RAM ELECTRIC COMPANY
-
SARGENT ELECTRIC COMP
-
V D H ELECTRIC INC
-
VAN DEN HEUVEL ELEC
-
1901 INC
-
A & A ELECTRIC OF
-
ACCURATE ELECTRIC CON
-
AIRFLOW360
-
ALTMEYER ELECTRIC IN
-
APEX ELECTRIC INC
-
APPRENTICE & TRAINING
-
BAREHAND ELECTRIC LL
-
CR MEYER
-
CUMMINGS AND TURK IN
-
CUPERTINO ELECTRIC I
-
DASH ELECTRIC LLC
-
FORWARD ELECTRIC INC
-
FUTURE ELECTRIC AND S
-
GO ELECTRIC LTD
-
GROUNDED ELECTRIC IN
-
GURTZ ELECTRIC CO I
-
HIGH VOLTAGE MAINTCO
-
HILL ELECTRIC INC
-
INDUSTRY ELECTRIC
-
INTERMOUNTAIN ELECTRI
-
JM BRENNAN
-
KAISER ELECT CONTRAC
-
KATZE ELECTRIC LLC
-
KB COM INC
-
KELSO-BURNETT CO
-
KLM ELECTRIC LLC
-
KRANTZ ELECTRIC INC
-
LOCAL #159 IBEW
-
MAINSTAGE LIGHTING &
-
MALKO COMMUNICATION S
-
MIDWEST ELECTRIC LLC
-
NEI ELECTRIC INC
-
NICKLES ELECTRIC CONS
-
PACE ELECTRIC INC
-
PRO ELECTRIC INC
-
SHEA ELECTRIC & COMMS
-
SOUTHWEST TOWN REFRIG
-
T D PADESKY ELECTRIC
-
THE STATE GROUP (159)
-
TRAGER LLC
-
TRI-CITY ELECTRIC COM
-
UIHLEIN ELECTRIC CO
-
VAN ERT ELECTRIC (15
-
VETERANS ELECTRIC
-
WEEBF
-
WIERSMA ELECTRIC
-
WIL-SURGE ELECTRIC I
-
WISCONSIN CHAPTER NE
-
ZEUS ELECTRIC LLC
-
ATLAS ELECTRIC & CONT
-
AZCO INC
-
COMPLETE CONTROL INC
-
CURRENT TECHNOLOGIES
-
JPS ELECTRIC LLC
-
LOCAL #388 IBEW
-
MH ELECTRIC LLC
-
NEWTON ELECTRIC CORP
-
REWALD ELECTRIC
-
ROBIN MYRE ELECT CON
-
SACHS ELECTRIC COMPAN
-
VAN ERT ELECTRIC INC
-
VIKING ELECTRIC INC
-
WESTPHAL & COMPANY I
-
ASTEN ELECTRIC LLC
-
AUDENBY ELECTRIC INC
-
CJ ELECTRIC LLC
-
CLENNON ELECTRIC INC
-
DAIRYLAND ENERGY SOLU
-
DELTA ELECTRIC INC
-
ELEC SYS & SERVICES
-
ELECTRIC CONTR OF W
-
ELECTRICAL ENERGY (43
-
ELECTRICAL TESTING SO
-
GIBSON ELECTRIC CO
-
GOEBEL & SONS ELECTRI
-
GRIND-WELL LLC
-
HLP SYSTEMS
-
HURT ELECTRIC INC
-
KAISER ELECTRICAL CON
-
KBCOM INC
-
LOCAL #430 IBEW
-
MJ ELECTRIC LLC
-
MEADE ELECTRIC CO I
-
MICHAELS SIGNS INC
-
PACE ELECTRIC INC
-
PIEPER ELECTRIC (430
-
POWER PLUS ELECTRIC
-
POWERLINK ELECTRIC L
-
PREFERRED ELECTRICAL
-
REWALD ELEC CO INC
-
ROBERT BOHM ELECTRIC
-
SONDERGAARD ELECTRIC
-
SONOMA CONSTRUCTION S
-
T J GEDEMER ELECTRI
-
TERMINAL-ANDRAE INC
-
TRI PHAZE ELECTRIC L
-
UIHLEIN ELEC CO IN
-
VAN ERT ELECTRIC CO
-
BRAUN ELECTRICAL
-
ENTERPRISE ELECTRIC
-
GEM INC
-
LOCAL #577 IBEW
-
ACCELERATED ELECTRIC
-
AMERICAN POWER INC
-
ATLANTIC PLANT MAINTE
-
AUDENBY ELECTRIC
-
AUDIO ENGINEERING IN
-
AZCO INC
-
BLATTNER ENERGY LLC
-
CULLEN ENTERPRISES OF
-
DECKER ELECTRIC
-
ELECTRICAL BUILDERS
-
ELLEFSON ELECTRIC IN
-
FOLEY ELECTRIC INC
-
GEARY ELECTRIC INC
-
GO ELECTRIC LTD
-
GUENTHER ELECTRIC LL
-
HADY ELECTRIC INC
-
HELM ELECTRIC INC
-
JEFFERSON CURRENT ELE
-
JM TEST SYSTEMS
-
KBCOMINCDBA KB AD
-
LEE MECHANICAL INC
-
LOCAL UNION #890 IB
-
MIDWEST ELECTRIC LLC
-
RANSON ELECTRIC INC
-
READY ELECTRIC INC
-
RICHTER ELECTRIC INC
-
RUTS ELECTRIC LLC
-
SAINT ELECTRIC
-
SOUND INC
-
THE STATE GROUP
-
TOTAL MECHANICAL INC
-
TRAK ELECTRIC LLC
-
UIHLEIN ELEC CO INC
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 31 October 2025
- IRS schema version
- 2024v5.2
- Source object
- 202543049349301934
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