2023-11-13T13:46:56-06:00 2022-12-31 221750854 I E Shaffer & Co 830 Bear Tavern Road West Trenton NJ 08628 990 2022-01-01 223693537 IBEW LOCAL 269 WELFARE FUND C/O I E SHAFFER & CO IBEW 6097181323 830 BEAR TAVERN ROAD WEST TRENTON NJ 08628 JONATHAN D LEVINE ADMINISTRATOR 6097181323 2023-11-13 JONATHAN LEVINE 999009999 0 P01068910 6097181323 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z STEPHEN ALDRICH 830 BEAR TAVERN ROAD PO BOX 1028 WEST TRENTON NJ 08628 25145719 0 X N/A X 2000 NJ PROVIDE GROUP HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTS 6 6 0 0 0 0 0 0 22309242 24540954 430991 604765 0 0 22740233 25145719 0 0 23294561 23417736 0 0 0 0 0 451833 551690 23746394 23969426 -1006161 1176293 38784916 35068547 2690436 2710493 36094480 32358054 PROVIDE GROUP HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTS 0 0 23417736 25145719 PROVIDE GROUP HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTS 23417736 0 0 0 0 0 0 0 0 0 0 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 1 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 X IE SHAFFER & CO 6097181323 830 BEAR TAVERN ROAD WEST TRENTON NJ 08628 STEPHEN ALDRICH TRUSTEE 1.00 X 0 250246 107099 WAYNE DEANGELO TRUSTEE 1.00 X 0 221372 97764 GINO A PASQUALONE TRUSTEE 1.00 X 0 221372 97764 MICHAEL NIELSEN TRUSTEE 1.00 X 0 0 0 JOSEPH KNECHT JR TRUSTEE 1.00 X 0 0 0 RONALD WARR TRUSTEE 1.00 X 0 0 0 0 692990 302627 0 0 1 0 IE SHAFFER & CO 830 Bear Tavern Rd PO Box 1028 WEST TRENTON NJ 08628 THIRD PARTY ADMINISTRATOR 380082 AETNA LIFE INSURANCE CO 151 FARMINGTON AVENUE HARTFORD CT 06103 ADMINISTRATIVE FEES 343182 CAPITAL RX INC 228 PARK AVENUE SOUTH SUITE 87234 NEW YORK NY 10003 ADMINISTRATIVE FEES 193760 3 EMPLOYER CONTRIBUTIONS 525100 20985627 20985627 COBRA AND RETIREE CONT 525100 2001886 2001886 PRESCRIPTION DRUG REBA 525100 913840 913840 STOP LOSS REIMBURSEMEN 525100 639601 639601 24540954 604765 604765 25145719 25145719 0 0 23417736 23417736 380082 380082 47332 47332 62175 62175 26951 26951 8500 8500 14820 14820 3329 3329 PCORI FEE 6168 6168 OTHER 2333 2333 23969426 23417736 551690 0 459124 1599216 34399 24779 2987059 2863797 35304334 29783961 796794 38784916 35068547 500789 405318 2189647 2305175 2690436 2710493 X 36094480 32358054 0 0 0 0 36094480 32358054 38784916 35068547 1176293 -4912719 0 X 0 1 X 0 0 0 CLAIMS PAYABLE 2305175 2305175 X 18662108 -4912719 -4912719 23574827 17451 1553441 1570892 25145719 22283006 -1553441 -1553441 23836447 17451 115528 132979 23969426 Part X, Line 2: 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 Plan has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. The Plan administrator has analyzed the tax positions taken by the Plan, and has concluded that as of December 31, 2022, 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 Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Part XI, Line 4b - Other Adjustments: STOP LOSS REIMBURSEMENT PRESCRIPTION DRUG REBATES Part XII, Line 2d - Other Adjustments: STOP LOSS REIMBURSEMENT PRESCRIPTION DRUG REBATES Part XII, Line 4b - Other Adjustments: CHANGE IN CLAIMS PAYABLE 0 0 0 STEPHEN ALDRICH TRUSTEE 0 250246 0 0 0 0 0 74394 0 32705 0 357345 0 0 WAYNE DEANGELO TRUSTEE 0 221372 0 0 0 0 0 66191 0 31573 0 319136 0 0 GINO A PASQUALONE TRUSTEE 0 221372 0 0 0 0 0 66191 0 31573 0 319136 0 0 Form 990, Part VI, Section A, line 2 STEPHEN ALDRICH, GINO A PASQUALONE, AND WAYNE DEANGELO ARE EMPLOYEES AND OFFICERS OF IBEW LOCAL UNION 269 Form 990, Part VI, Section A, line 7a UNION TRUSTEES ARE APPOINTED BY IBEW LOCAL UNION 269 AND EMPLOYER TRUSTEES ARE APPOINTED BY THE SOUTHERN NEW JERSEY CHAPTER, INC. NATIONAL ELECTRIC CONTRACTORS ASSOCIATION WHO REPRESENTS THE EMPLOYERS HAVING A CONTRACTUAL RELATIONSHIP WITH THE UNION Form 990, Part VI, Section A, line 8b NO SUCH COMMITTEES EXISTED Form 990, Part VI, Section B, line 11b A COPY OF THE RETURN HAS BEEN PROVIDED TO THE TRUSTEES FOR THEIR REVIEW AND COMMENT PRIOR TO ITS SUBMISSION Form 990, Part VI, Section C, line 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST OR MAY BE EXAMINED AT THE ADDRESS OF THE PLAN INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO 269 670 WHITEHEAD ROAD TRENTON NJ 08648 210482996 LABOR UNION ORGANIZED TO REPRESENT ELECTRICAL WORKERS NJ 501(C)(5) N/A 0 IBEW LOCAL 269 JOINT APPRENTICESHIP TRAINING AND TRUST FUND 676 WHITEHEAD ROAD TRENTON NJ 08648 221839567 TO PROVIDE TRANNING TO APPRENTICE PARTICIPANTS NJ 501(C)(3) SCHOOL N/A 0 IBEW LOCAL 269 PENSION FUND 830 BEAR TAVERN ROAD WEST TRENTON NJ 08628 237301491 TO PROVIDE PENSION BENEFITS TO PARTICIPANTS NJ 401(A) N/A 0 IBEW LOCAL UNION 269 ANNUITY FUND 830 BEAR TAVERN ROAD WEST TRENTON NJ 08628 222393763 TO PROVIDE ANNUITY BENEFITS TO PARTICIPANTS NJ 401(A) N/A 0 IBEW LOCAL 269 SICK FUND 670 WHITEHEAD ROAD TRENTON NJ 08648 237178797 TO PROVIDE SICK BENEFITS TO PARTICIPANTS NJ 501(C)(9) N/A 0 IBEW LOCAL 269 WELFARE AND SUPPLEMENTAL FUND 830 BEAR TAVERN ROAD WEST TRENTON NJ 08628 223611027 PROVIDES SUPPLEMENTAL HEALTH & WELFARE BENEFITS TO PARTICIPANTS NJ 501(C)(17) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0