2023-08-10T13:30:59-05:00 2022-10-31 470900880 Calibre CPA Group PLLC 230 West Monroe St Ste310 Chicago IL 60606 990 2021-11-01 362261990 LOCAL UNION NO 9 IBEW & OUTSIDE CONTRACTORS HEALTH & WELFARE TRUST FUND INTE 7084052084 18670 Graphics Drive 201 Tinley Park IL 60477 Art Burke TRUSTEE 7084052084 2023-08-10 1 Art Burke 999009999 corey bilkey P00499751 3126550037 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z Art Burke 18670 Graphics Drive Ste 201 Tinley Park IL 60477 50933581 0 X N/A X 1964 IL 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 10 5 34 0 0 0 0 0 32252612 32581290 4239043 1486510 238326 201619 36729981 34269419 0 0 24093428 27258329 0 0 0 0 0 1667977 1476785 25761405 28735114 10968576 5534305 232308687 213814236 2243435 2162835 230065252 211651401 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 0 0 Payment of health and welfare benefits to or on behalf of eligible participants and their dependents. 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 4 0 1 34 1 0 0 0 0 0 0 0 0 X 10 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 1 0 X Benesys 7084052084 18670 Graphics Drive Ste 201 Tinley Park IL 60477 Matt Turk Trustee 2.00 X 0 0 0 John C Burkard Trustee 2.00 40.00 X 0 210412 84504 Art Burke Trustee 2.00 X 0 0 0 Frank Lizzadro Trustee 2.00 X 0 0 0 John D Dowling Trustee 2.00 40.00 X 0 191460 84504 William Niesman Trustee 2.00 40.00 X 0 224523 94619 Kevin B Schuster Trustee 2.00 40.00 X 0 189707 84504 Karen Erbach former trustee 2.00 X 0 0 0 joseph notaro trustee 2.00 40.00 X 0 183809 84504 stephen aldridge trustee 2.00 X 0 0 0 john janicich trustee 2.00 X 0 0 0 0 999911 432635 0 0 1 0 benesys inc po box 50 pewaukee WI 53072 Plan administrator 327614 calibre cpa group pllc 230 w monroe st chicago IL 60606 accountant 215197 Blue Cross Blue Shield 300 E Randolph St Chicago IL 60601 PPO network provider 190315 Case Mgmt Specialists 553 S Industrial Drive Hartland WI 53029 Claims management 139672 invesco advisors 1555 peachtree st atlanta GA 30309 investment management 112488 5 Employer Contributions 900099 32247394 32247394 Participant Contributions 900099 333896 333896 32581290 1495250 1495250 16655422 16664162 -8740 -8740 -8740 reimbursed admin expenses 900099 201619 201619 201619 34269419 32782909 0 1486510 27258329 494489 30414 167632 508642 85185 108759 17372 3594 35605 25093 28735114 8932842 5512926 14004380 9496306 3163446 2664355 67810 59861 636080 587846 83838 48234 71744115 60936789 132207562 132843190 2104694 2252575 232308687 213814236 127839 44692 2115596 2118143 2243435 2162835 X 0 0 0 0 230065252 211651401 230065252 211651401 232308687 213814236 5534305 -23948156 0 X X 0 1 X 1 0 47762 37666 10096 588318 550180 38138 48234 LIMITED PARTNERSHIPS 65683868 F 103-12 INVESTMENT ENTITIES 62133210 F COMMON COLLECTIVE TRUST 5026112 F 132843190 Due to affiliated plans 16043 claims payable and ibnr 2102100 2118143 X 11315542 -23948156 1706857 -22241299 33556841 508642 203936 712578 34269419 29704893 1502921 1502921 28201972 508642 24500 533142 28735114 Part X, Line 2: The Plan obtained its latest exemption letter dated August 21, 1984 in which the Internal Revenue Service stated that the Plan, as then designed, was in compliance with the applicable requirements of the Internal Revenue Code (IRC). The Plan has been amended since receiving the exemption letter. The Plan's administrator and the Plan's counsel believe that the Plan is currently designed and being operated in compliance with the applicable requirements of the IRC. They believe that the Plan's was qualified and the related trust was tax-exempt as of the financial statement date. Accounting principles generally accepted in the United States of America require Plan management to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the taxing authorities. As of October 31, 2019, there were 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 Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. At October 31, 2022, the Plan is no longer subject to income tax examinations for years prior to the fiscal year ended October 31, 2019. Part XI, Line 2d - Other Adjustments: Transfers between Actives & Retirees HW Plans to fund HRA balances 1,704,540. Reimbursed administrative expenses paid by Retires HW to Actives HW 2,317. Part XI, Line 4b - Other Adjustments: Reimbursed administrative expenses reported net of expenses 203,936. Part XII, Line 2d - Other Adjustments: Reimbursed administrative expenses reported net of expenses -203,936. Transfers between Actives & Retirees HW Plans to fund HRA balances 1,704,540. Reimbursed adminstrative expenses paid by Retireee HW to Actives HW 2,317. Part XII, Line 4b - Other Adjustments: Change in claims payable 24,500. 0 0 0 William Niesman Trustee 0 192457 0 0 0 32066 0 53228 0 41391 0 319142 0 0 John C Burkard Trustee 0 189908 0 0 0 20504 0 47712 0 36792 0 294916 0 0 John D Dowling Trustee 0 171072 0 0 0 20388 0 47712 0 36792 0 275964 0 0 Kevin B Schuster Trustee 0 171072 0 0 0 18635 0 47712 0 36792 0 274211 0 0 joseph notaro trustee 0 171072 0 0 0 12737 0 47712 0 36792 0 268313 0 0 Form 990, Part VI, Section B, line 11b The draft filing is made available to all Board of Trustees via a secure website Form 990, Part VI, Section B, line 12c ALL BOARD MEMEBERS ANNUAL SUBMISSION OF DISCLOSURE STATEMENTS ARE ON FILE WITH THE ADMINISTRATOR. THE ADMINISTRATOR REVIEWS MEETING AGENDAS PRIOR TO THE MEETING AND NOTIFIES THE BOARD OF ANY ISSUES THAT NEED TO BE ADDRESSED BEFORE THE DISCUSSIONS TAKE PLACE. ANY INDIVIDUAL WHO GIVES NOTICE OF POTENTIAL CONFLICT IS TO ABSTAIN FROM PARTICIPATING IN ANY ITEM OF BUSINESS WHICH COMES BEFORE THE BOARD. Form 990, Part VI, Section B, line 15b The Chairman and Secretary determine the administrator's employment contract terms based on market data and by consulting an outside benefits consulting firm. Form 990, Part VI, Section C, line 19 Copies are provided upon written or verbal request, free of charge, either hard copy or electronic (whichever the requestor prefers) Form 990, Part XII, Line 2c: the process has not changed from prior year Local No 9 IBEW and Outside Contractors and MSECA Aprntshp & Jrnymn Trg Fd 18670 Graphics Drive Ste 201 Tinley Park IL 60477 362638779 Apprentice training IL 501(c)(5) N/A 0 Local No 9 IBEW and Outside Contractors Pension Fund 18670 Graphics Drive Ste 201 Tinley Park IL 60477 516077720 Defined benefit pension IL 401(a) N/A 0 Local No 9 IBEW and Outside Contractors Defind Contribution Fund 18670 Graphics Drive Ste 201 Tinley Park IL 60477 364301166 Defined contribution IL 401(a) N/A 0 Local No 9 IBEW and Outside Contractors Supplemental Unemployment Fund 18670 Graphics Drive Ste 201 Tinley Park IL 60477 320320610 Supplemental unemployment IL 501(c)(17) N/A 0 Local No 9 IBEW and Outside Contractors LMCC 18670 Graphics Drive Ste 201 Tinley Park IL 60477 831354473 LMCC IL 501(c)(6) N/A 0 ABCO ELECTRICAL CONSTR ADESTA LLC AIRPORT ELECTRIC COMPANY ALDRIDGE ELECTRIC INC CARLISLE UTILITY CONTRACTORS INC CCR ELECTRICAL CONTRACTORS LLC CITY LIGHTS LTD CLENNON ELECTRIC INC CONTRACTORS POWER AND LIG CXA Utilities Inc DND ELECTRIC DYNAMIC UTILITY SOLUTIONS EDWARD ELECTRIC CO ELECNOR HAWKEYE LLC ELECTRIC CONDUIT CONSTRUCTION CO ELITE FIBER OPTICS ELITE FIBER OPTICS LLC ELMUND AND NELSON COMPANY EVANS ELECTRIC LLC G4S SECURE INTEGRATION LLC GIM ELECTRIC CO INC GROUNDHOG UTILITY CONSTR GROUNDHOG UTILITY CONSTR H&H ELECTRIC CO HAUGLAND ENERGY GROUP LLC HAWK ENTERPRISES INC HECKER AND COMPANY INC HENKELS AND MCCOY INC HOME TOWNE ELECTRIC INC HORIZON CONTRACTORS INC HYDRO EXC INC I-80 POWER INC IBEW LU9 UNION STAFF IBEW9-MSECA JATF INSERV INC INTREN LLC J F ELECTRIC INC JOHN BURNS CONST CO L&S CONSTRUCTION CO LIVEWIRE ELECL SYS INC M J ELECTRIC INC MARCIANO UNDERGRND CONST MEADE ELECTRIC CO INC MICHELS CORPORATION MICHELS POWER MIDWESTERN ELECTRIC CO INC MIDWESTERN ELECTRIC INC MZI ELECTRIC INC NAT TECH LLC NATIONAL CONDUCTOR OMEGA SIGN & LIGHTING INC PAGODA ELECTRIC & CONSTRUCTION INC PINNER ELECTRIC INC PMI ENERGY SOLUTIONS LLC PRYSMIAN CONSTR SERVICES QUANTUM CROSSINGS LLC RAG'S ELECTRIC INC RIGGS DISTLER AND CO INC RON JONES ELECTRIC INC (CATV) RTS FIBER OPTICS LLC RTS FIBER OPTICS LLS SONOMA CONSTRUCTION SVCS sync catv TAYLOR ELECTRIC COMPANY THAYER POWER & COMM LINE CONSTRUCT THE BARTECH GROUP THORNE ELECTRIC T-I 4TH DISTRICT IBEW T-I ELECT CONTR CHG & 134 T-I IBEW LOCAL 1249 FUNDS T-I IBEW Local 351 T-I IBEW LU 1049CRAFT DIVISION T-I IBEW LU 150 T-I IBEW LU 17 HEALTH & WELFARE T-I IBEW LU 176 T-I IBEW LU 309 T-I IBEW LU 317 ELECL PENSION FUND T-I IBEW LU 456 T-I IBEW LU 461 T-I IBEW LU 701 T-I IBEW-LU 236 T-I LINE CONSTRUCTION BENEFIT T-I LOCAL 126 FUNDS T-I LOCAL NO 117 T-I NECA-IBEW FAMILY MEDICAL PLAN T-I NECA-IBEW LOCAL 364 T-I NECA-IBEW LU 197 T-I NEW ENGLAND ELEC WKRS BENEFITS T-I PENSION HOSPITALIZATION & BENEFIT PLAN OF THE TORRES ELECTRICAL CONTRACTORS LLC TRI-TECH ELECTRIC INC UTILITY CORE CONSTRUCTION LLC UTILITY DYNAMICS CORP VAN-MACK ELECTRIC CO INC WESTERN UTILITY CABLE INC WESTERN UTILITY ELECTRIC YORK UTILITY SERVICES 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0