2021-08-16T09:10:37-05:00 2020-10-31 470900880 Calibre CPA Group PLLC 230 West Monroe St Ste310 Chicago IL 60606 990 2019-11-01 362261990 LOCAL UNION NO 9 IBEW & OUTSIDE CONTRACTORS HEALTH & WELFARE TRUST FUND INTE 7084052084 18670 Graphics Drive No 201 Tinley Park IL 60477 Art Burke TRUSTEE 7084052084 2021-08-16 1 corey bilkey P00499751 3126550037 2019 2022-09-23 18:48:47Z Art Burke 18670 Graphics Drive Ste 201 Tinley Park IL 60477 64024653 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 51 0 0 0 0 0 29997520 33596821 9602989 4677165 0 575525 39600509 38849511 0 0 19053266 21325476 658143 260673 0 0 0 1503908 1357775 21215317 22943924 18385192 15905587 174578758 195730890 713210 2904339 173865548 192826551 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 0 0 1 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 3 0 1 51 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 William R Darnstadt Trustee 2.00 X 0 0 0 John C Burkard Trustee 2.00 40.00 X 0 181545 75813 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 165739 75813 William Niesman Trustee 2.00 40.00 X 0 177593 84879 Kevin B Schuster Trustee 2.00 40.00 X 0 162170 75813 Lance Rosenmayer Trustee 2.00 X 0 0 0 joseph notaro trustee 2.00 40.00 X 0 163580 75813 stephen aldridge trustee 2.00 X 0 0 0 Rebecca Thames-Simmons Fund Administrator 13.00 27.00 X 183390 0 17225 Teresa Jesionowski Benefits Administrator 8.00 32.00 X 110606 0 17225 293996 850627 422581 2 0 1 0 Blue Cross Blue Shield 300 E Randolph St Chicago IL 60601 PPO network provider 427031 Carday and Associates 7130 Columbia Gateway Dr A Columbia MD 21046 Claims administrator 240836 Basys Inc 3700 Koppers St Ste 400 Baltimore MD 21227 IT software services 235762 Calibre CPA Group PLLC 230 W Monroe St Ste 310 Chicago IL 60606 Auditing and payroll audits 135646 Segal Consulting PO Box 4092 New York NY 10261 Consulting services 114608 5 Employer Contributions 900099 33308786 33308786 Participant Contributions 900099 288035 288035 33596821 2094516 2094516 27757791 25175142 2582649 2582649 2582649 reimbursed admin expenses 900099 575525 575525 575525 38849511 34172346 0 4677165 21325476 204667 26334 2584 27088 217650 35097 120516 262488 135573 86982 310272 72729 2132 40529 73807 22943924 3656427 5106437 1285553 14450948 2774779 2205914 92059 75758 636080 509786 166823 126294 160903962 142189808 4044415 4068808 1654740 27506923 174578758 195730890 35514 6147 677696 2898192 713210 2904339 X 0 0 0 0 173865548 192826551 173865548 192826551 174578758 195730890 15905587 3055416 0 X X 0 1 X 1 0 47762 27269 20493 588318 482517 105801 126294 Accrued interest 61 Due from affiliated plans 1895341 Security deposit 15000 Due from Broker 25596521 27506923 Due to affiliated plans 26592 claims payable and ibnr 2871600 2898192 X 42248576 3055416 1193947 4249363 37999213 262488 587810 850298 38849511 20415973 606137 606137 19809836 262488 2871600 3134088 22943924 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, 2018, 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, 2020, the Plan is no longer subject to income tax examinations for years prior to the fiscal year ended October 31, 2017. Part XI, Line 2d - Other Adjustments: Transfers between Actives & Retirees HW Plans to fund HRA balances 1,181,662. Reimbursed administrative expenses paid by Retires HW to Actives HW 12,285. Part XI, Line 4b - Other Adjustments: Reimbursed administrative expenses reported net of expenses 587,810. Part XII, Line 2d - Other Adjustments: Reimbursed administrative expenses reported net of expenses -587,810. Transfers between Actives & Retirees HW Plans to fund HRA balances 1,181,662. Reimbursed adminstrative expenses paid by Retireee HW to Actives HW 12,285. Part XII, Line 4b - Other Adjustments: increase in claims payable 2,871,600. 0 0 0 John C Burkard Trustee 0 168438 0 0 0 13107 0 42901 0 32912 0 257358 0 0 John D Dowling Trustee 0 154238 0 0 0 11501 0 42901 0 32912 0 241552 0 0 William Niesman Trustee 0 173518 0 0 0 4075 0 47853 0 37026 0 262472 0 0 Kevin B Schuster Trustee 0 154238 0 0 0 7932 0 42901 0 32912 0 237983 0 0 joseph notaro trustee 0 154238 0 0 0 9342 0 42901 0 32912 0 239393 0 0 Rebecca Thames-Simmons Fund Administrator 182227 0 0 0 1163 0 16364 0 861 0 200615 0 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 THE 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 AGOSTINO UTILITIES LLC ALDRIDGE ELECTRIC INC BESCO BROADWAY ELECTRIC SERVICE BRIGHT STAR SOLUTIONS INC CARLISLE UTILITY CONTRACTORS INC CARR & DUFF CCR ELECTRICAL CONTRACTORS LLC CITY LIGHTS LTD CJ DRILLING CONTRACTORS POWER AND LIG CXA Utilities Inc DND ELECTRIC DYNAMIC UTILITY SOLUTIONS EDWARD ELECTRIC CO EIGHTH DISTRICT LU 111 ELECNOR HAWKEYE LLC ELECTRIC CONDUIT CONSTRUCTION CO ELITE FIBER OPTICS ELMUND AND NELSON COMPANY EVANS ELECTRIC LLC FRANKART POWER LINE SERVICES G4S SECURE INTEGRATION LLC GIM ELECTRIC CO INC GROUNDHOG UTILITY CONSTR H&H ELECTRIC CO HARLAN ELECTRIC CO HAUGLAND ENERGY GROUP LLC HAWK ENTERPRISES INC HECKER AND COMPANY INC HENKELS AND MCCOY INC HIGH COUNTRY LINE CONSTRUCTION INC HOME TOWNE ELECTRIC INC HOOPER CORPORATION HORIZON CONTRACTORS INC HYDAKER WHEATLAKE COMPANY HYDRO EXC INC I 80 POWER INC INDEPENDENT MECHANICAL IN INSERV INC INTREN LLC J F ELECTRIC INC JOHN BURNS CONST CO JOSCO CONSTRUCTION SVCS INC L&S CONSTRUCTION CO LIVEWIRE ELECL SYS INC LOSS OF TIME ALLOWANCES M J ELECTRIC INC MARCIANO UNDERGRND CONST MEADE ELECTRIC CO INC MICHELS CORPORATION MIDWEST POWERLINE LLC MIDWESTERN ELECTRIC INC MILLER BROS DIV OF WAMPOLE MILLER I MP TECHNOLOGIES LLC MZI ELECTRIC INC NAT TECH LLC NATIONAL CONDUCTOR OMEGA SIGN & LIGHTING INC PACK POWER SERVICES PIEPERLINEMP SYSTEMS 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 RTS FIBER OPTICS LLS SERVICE ELECTRIC COMPANY SONOMA CONSTRUCTION SVCS SOUTHERN ELEC'L BENEFITS SPARKS UNIFIED LLC SPE UTILITY CONTRACTORS STURGEON ELECTRIC COMPANY INC SYNC CATV TAYLOR ELECTRIC COMPANY THAYER POWER & COMM LINE CONSTRUCT THE BARTECH GROUP THORNE ELECTRIC TRI ELECTRIC INC UNITED ELECTRIC CO UTILITY CORE CONSTRUCTION LLC UTILITY DYNAMICS CORP VAN MACK ELECTRIC CO INC WARD ELECTRIC COMPANY INC WESTERN UTILITY CABLE INC WESTERN UTILITY ELECTRIC XTREME POWERLINE CONST YORK UTILITY SERVICES 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0