2025-11-14T13:18:55-06:00 2024-12-31 222951202 MSPC CPAS & ADVISORS PC 340 NORTH AVENUE EAST CRANFORD NJ 070162496 990 2024-01-01 020546331 TRUSTEES OF IBEW LU 363 SUPPLEMENT UNEMPLOYMENT BENEFIT FUND IBEW 8457833500 67 COMMERCE DRIVE SOUTH HARRIMAN NY 10926 PAMELA BROWN PLAN ADMINISTRATOR 8457833500 2025-11-14 1 1 JON S GAGLIARDI CPA P00528721 9082727000 2024 2025-03-06 01:10:19Z PAMELA BROWN 67 COMMERCE DRIVE SOUTH HARRIMAN NY 10926 2885082 0 X WWW.IBEWLU363.ORG X 2001 NY TO PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS TO ELIGIBLE PARTICIPANTS. 12 8 0 0 0 0 0 0 215864 204405 478443 356062 1655 38 695962 560505 0 0 229971 234209 0 0 0 0 0 199102 184220 429073 418429 266889 142076 7654482 8011648 16186 4591 7638296 8007057 TO PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 TO PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 0 0 0 0 0 0 0 1 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 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 8 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X IBEW #363 SUB FUND 8457833500 67 COMMERCE DRIVE SOUTH HARRIMAN NY 10926 SAMUEL FRATTO UNION TRUSTEE 1.00 39.00 X 0 258880 61230 STEVE NEUGEBAUER UNION TRUSTEE 1.00 39.00 X 0 179920 61230 JOHN DICKSON UNION TRUSTEE 1.00 39.00 X 0 88392 30803 JOHN A MARAIA UNION TRUSTEE 1.00 39.00 X 0 179920 61230 JOSEPH DELEONARDIS EMPLOYER TRUSTEE 1.00 X 0 0 0 ROBERT KAEHLER EMPLOYER TRUSTEE 1.00 X 0 0 0 JAMES JOHANNEMANN EMPLOYER TRUSTEE 1.00 X 0 0 0 RICHARD SCHWARZBECK EMPLOYER TRUSTEE 1.00 X 0 0 0 JEFFREY SEIDEL EMPLOYER TRUSTEE 1.00 X 0 0 0 ROBERT METZ EMPLOYER TRUSTEE 1.00 X 0 0 0 NICK HEIM UNION TRUSTEE 1.00 X 0 0 0 FRANK PERUGINO UNION TRUSTEE 1.00 X 0 183920 61230 PAMELA BROWN PLAN ADMINISTRATOR 1.00 39.00 X 0 179920 61230 0 1070952 336953 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 204405 204405 204405 204410 204410 2476229 2324577 151652 151652 151652 OTHER INCOME 900099 38 38 38 560505 204443 0 356062 234209 19375 13614 22174 6914 10349 34209 9165 2598 3131 ADMINISTRATIVE SALARIES 54911 TELEPHONE 7780 418429 969539 919724 25191 31152 2622 3604 27232 17669 12162 9563 6626733 7007093 18235 40512 7654482 8011648 196 2110 15990 2481 16186 4591 X 0 0 0 0 7638296 8007057 7638296 8007057 7654482 8011648 142076 226685 0 X X 0 1 X 1 0 27232 17669 9563 9563 DUE TO BROKER 2481 2481 X 765016 226685 226685 538331 22174 22174 560505 396255 0 396255 22174 22174 418429 PART X, LINE 2: THE PLAN OBTAINED ITS LATEST DETERMINATION LETTER DATED JUNE 19, 2003, IN WHICH THE INTERNAL REVENUE SERVICE (IRS) STATES THAT THE PLAN, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. 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 IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 0 0 SAMUEL FRATTO UNION TRUSTEE 0 258880 0 0 0 0 0 37382 0 23848 0 320110 0 0 FRANK PERUGINO UNION TRUSTEE 0 183920 0 0 0 0 0 37382 0 23848 0 245150 0 0 STEVE NEUGEBAUER UNION TRUSTEE 0 179920 0 0 0 0 0 37382 0 23848 0 241150 0 0 JOHN A MARAIA UNION TRUSTEE 0 179920 0 0 0 0 0 37382 0 23848 0 241150 0 0 PAMELA BROWN PLAN ADMINISTRATOR 0 179920 0 0 0 0 0 37382 0 23848 0 241150 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD MEMBERS FOR REVIEW PURPOSES PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE PROVIDED TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS. IBEW #363 JAT RE CORP 67 COMMERCE DRIVE SOUTH HARRIMAN NY 10926 133765269 ORG ACTS AS A CORP THAT OPERATES BY RENTING OFFICE SPACE TO OTHER 363 FUNDS NY SECTION 501(C)(2) 0 IBEW #363 JAT LMCC FUND 67 COMMERCE DRIVE SOUTH HARRIMAN NY 10926 133800212 TO PROVIDE EDUCATIONAL AND PROMOTION SERVICES NY SECTION 501(C)(5) 0 IBEW #363 WELFARE FUND 67 COMMERCE DRIVE SOUTH HARRIMAN NY 10926 136132502 TO PRIVIDE MEDICAL AND VACATION BEBFITS TO THE ELIGIBLE PARTICIPANTS NY SECTION 501(C)(9) 0 IBEW #363 APPRENTICESHIP FUND 67 COMMERCE DRIVE SOUTH HARRIMAN NY 10926 136132505 TO PROVIDE TRAINING FOR APPRENTICES AND MEMBERS NY SECTION 501(C)(3) 0 IBEW #363 SCHOLARSHIP FUND 67 COMMERCE DRIVE SOUTH HARRIMAN NY 10926 204423030 TO PROVIDE SCHOLARSHIP TO ELIGIBLE STUDENTS NY SECTION 501(C)(3) 0 IBEW #363 67 COMMERCE DRIVE SOUTH HARRIMAN NY 10926 131739738 PROVIDE ORGANIZING, NEGOTIATIONS & ARBITRATIONS FOR MEMBERS NY SECTION 501(C)(5) 0 IBEW #363 PENSION FUND 67 COMMERCE DRIVE SOUTH HARRIMAN NY 10926 516041178 TO PROVIDE PENSION BENEFITS FOR ELIGIBLE PARTICIPANTS NY SECTION 401(A) 0 IBEW #363 SUPPLY HOUSE PENSION 67 COMMERCE DRIVE SOUTH HARRIMAN NY 10926 132972311 TO PROVIDE PENSION BENEFITS FOR ELIGIBLE SUPPLY HOUSE PARTICIPANTS NY SECTION 401(A) 0 IBEW #363 MONEY PURCHASE PENSION 67 COMMERCE DRIVE SOUTH HARRIMAN NY 10926 136530041 TO PROVIDE ANNUITY BENEFITS FOR ELIGIBLE PARTICIPANTS NY SECTION 401(A) 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 IBEW #363 JAT RE CORP K 9165 USAGE OF BUILDING IBEW #363 GENERAL FUND P 21407 TIME ANALYSIS/USAGE OF EXPENSE IBEW #363 WELFARE FUND P 41700 TIME ANALYSIS