2019-09-06T11:01:52-05:00 2018-10-31 470900880 Calibre CPA Group PLLC 230 West Monroe St Ste 310 Chicago IL 60606 990 2017-11-01 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 2019-09-06 1 Joseph Pierson P00189462 3126550037 38.100.43.100 2019-09-06 11:01:38 CD P 099BB351ED5C43DB8E4A0DD96B056B1430213725 099BB351ED5C43DB8E4A0DD96B056B1430213725 2017 2019-02-21 02:37:17Z X Art Burke 18670 Graphics Drive Ste 201 Tinley Park IL 60477 91880303 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 8 4 38 0 0 0 0 0 29937668 26632239 1668642 1338511 0 0 31606310 27970750 0 0 18885454 18684080 637689 646251 0 0 0 1328796 1353728 20851939 20684059 10754371 7286691 144549166 152756703 2695911 2053630 141853255 150703073 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 0 1 1 0 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 6 0 38 1 0 0 0 0 0 0 X 8 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 1 0 X Becky Thames-Simmons 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 156317 66903 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 154847 66903 William Niesman Trustee 2.00 40.00 X 0 167901 74878 Kevin B Schuster Trustee 2.00 40.00 X 0 156526 66903 Lance Rosenmayer Trustee 2.00 X 0 0 0 Rebecca Thames-Simmons Fund Administrator 13.00 27.00 X 174369 0 34012 Teresa Jesionowski Benefits Administrator 8.00 32.00 X 106244 0 34012 Samantha Posluszny Benefits Administrator 31.00 9.00 X 105611 0 34012 386224 635591 377623 3 0 1 0 Blue Cross Blue Shield 300 E Randolph St Chicago IL 60601 PPO network provider 563758 Carday and Associates 7130 Columbia Gateway Dr A Columbia MD 21046 Claims administrator 274210 Calibre CPA Group PLLC 230 W Monroe St Ste 310 Chicago IL 60606 Auditing and payroll audits 178920 Basys Inc 3700 Koppers St Ste 400 Baltimore MD 21227 IT software services 155147 Segal Consulting PO Box 4092 New York NY 10261 Consulting services 124132 5 Employer Contributions 900099 25604330 25604330 Reimbursed Administrative Expense 900099 783024 783024 Participant Contributions 900099 244885 244885 26632239 1229429 1229429 64018635 63909553 109082 109082 109082 27970750 26632239 0 1338511 18684080 467631 127827 22252 28541 229917 32454 125933 253132 121934 132371 212829 78534 25565 68799 72260 20684059 1474954 1724616 445370 2779614 2790773 32394 31545 573339 400745 131206 172594 138146944 143040956 2689520 1734392 2110991 144549166 152756703 180532 124834 2515379 1928796 2695911 2053630 X 0 0 0 0 141853255 150703073 141853255 150703073 144549166 152756703 7286691 1563127 0 X X 0 1 X 1 0 47762 15328 32434 525577 385417 140160 172594 Due to affiliated plans 29133 Due to broker 1899663 1928796 X 31394417 1563127 2914480 4477607 26916810 253132 800808 1053940 27970750 22544599 2113672 2113672 20430927 253132 253132 20684059 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, 2018, the Plan is no longer subject to income tax examinations for years prior to the fiscal year ended October 31, 2015. Part XI, Line 2d - Other Adjustments: Transfers between Actives & Retirees HW Plans to fund HRA balances 2,896,696. Reimbursed adminstrative expenses paid by Retires HW to Actives HW 17,784. Part XI, Line 4b - Other Adjustments: Reimbursed administrative expenses reported net of expenses 800,808. Part XII, Line 2d - Other Adjustments: Reimbursed administrative expenses reported net of expenses -800,808. Transfers between Actives & Retirees HW Plans to fund HRA balances 2,896,696. Reimbursed adminstrative expenses paid by Retireee HW to Actives HW 17,784. 0 0 0 John C Burkard Trustee 0 146899 0 0 0 9418 0 40659 0 26244 0 223220 0 0 John D Dowling Trustee 0 146899 0 0 0 7948 0 40659 0 26244 0 221750 0 0 William Niesman Trustee 0 165262 0 0 0 2639 0 45354 0 29524 0 242779 0 0 Kevin B Schuster Trustee 0 146899 0 0 0 9627 0 40659 0 26244 0 223429 0 0 Rebecca Thames-Simmons Fund Administrator 166615 0 0 0 7754 0 31343 0 2669 0 208381 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 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 18670 Graphics Drive Ste 200 Tinley Park IL 60477 361264200 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IL 501(c)(5) 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 3PHASE LINE CONS ALDRIDGE ELECTRI ARC AMERICAN INC CARLISLE UTILITY CCR ELECTRICAL C CITY LIGHTS LTD CJ DRILLING CLENNON ELECTRIC CONTRACTORS POWE CORIX UTILITIES D CONSTRUCTION DND ELECTRIC DYNAMIC UTILITY EDWARD ELECTRIC ELECTRIC CONDUIT ELITE FIBER OPTI ELMUND AND NELSO EVANS ELECTRIC L G&G TECH ELECTRI G4S SECURE INTEG GIM ELECTRIC CO GROUNDHOG UTILIT H&H ELECTRIC CO HAVERFIELD AVIAT HAWK ENTERPRISES HECKER AND COMPA HENKELS AND MCCO HIGH COUNTRY LIN HOME TOWNE ELECT HORIZON CONTRACT HYDRO EXC INC INDEPENDENT MECH INDUSTRIA INC INFRASOURCE CONS INTREN LLC INTREN LLC - CA J F EDWARDS CONS J F ELECTRIC IN JOHN BURNS CONST JOSCO CONSTRUCTI L&S CONSTRUCTION LIVEWIRE ELECL S MARCIANO UNDERGR MEADE ELECTRIC C MICHELS COMMUNIC MICHELS CORPORAT MIDWESTERN ELECT MOHAWK ELECTRIC MONTEL TECHNOLOG MZI ELECTRIC IN NAT TECH LLC OMEGA SIGN & LIG PINNER ELECTRIC PMI ENERGY SOLUT PRYSMIAN CONSTR QUANTUM CROSSING RAG'S ELECTRIC RIGGS DISTLER A RON JONES ELECTR RTS FIBER OPTICS SONOMA CONSTRUCT STEVENSON ENERGY SYNC UTILITIES L TAYLOR ELECTRIC THAYER POWER & C THE BARTECH GROU THORNE ELECTRIC TRI-TECH ELECTRI UTILITY DYNAMICS VALLEY HYDRO EXC VAN-MACK ELECTRI WESTERN UTILITY 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 Local No 9 IBEW and Outside Contractors Defind Contribution Fund Q 329434 SEVERAL METHODS Local No 9 IBEW and Outside Contractors Pension Fund Q 273949 SEVERAL METHODS Local No 9 IBEW and Outside Contractors and MSECA Aprntshp & Jrnymn Trg F Q 126236 SEVERAL METHODS Local No 9 IBEW and Outside Contractors Supplemental Unemployment Fund Q 48151 SEVERAL METHODS Local No 9 IBEW and OUtside Contractors LMCC Q 5254 SEVERAL METHODS