2018-11-09T08:02:26-06:00 2017-12-31 232586736 DANIEL A WINTERS & COMPANY CPAS 6 DICKINSON DR STE 205 CHADDS FORD PA 19317 990 2017-01-01 237024556 IBEW HEALTH AND WELFARE TRUST FUND NECA LOCAL UNION NO 313 IBEW 3027622008 501 CARR ROAD NO 220 WILMINGTON DE 198092800 JAMES R MURRIAN CHAIRMAN 3027622008 2018-11-09 1 CRAIG D WINTERS CPA P00154131 6103582000 2018-11-09 71.123.47.35 2018-11-09 09:02:17 ES P 84C82A5CE8BF3D00603A16E1B6A895725414823C 84C82A5CE8BF3D00603A16E1B6A895725414823C 2017 2019-02-21 02:37:17Z JAMES R MURRIAN 501 CARR ROAD NO 220 WILMINGTON DE 198092800 17510243 0 X N/A X 1968 DE THE PURPOSE OF THE ORGANIZATION IS TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELECTRICAL WORKERS, THEIR SPOUSES AND DEPENDENTS. 8 4 0 0 0 0 0 0 13763016 16778399 74503 62113 0 0 13837519 16840512 0 0 12240284 11774639 0 0 0 0 0 824477 884751 13064761 12659390 772758 4181122 7083374 11401160 238938 267133 6844436 11134027 THE PURPOSE OF THE ORGANIZATION IS TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELECTRICAL WORKERS, THEIR SPOUSES AND DEPENDENTS. 0 0 THE PURPOSE OF THE ORGANIZATION IS TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELECTRICAL WORKERS, THEIR SPOUSES AND DEPENDENTS. THIS IS ESSENTIALLY THE ONLY PROGRAM SERVICE OF THE ORGANIZATION AND ALL OF THE REVENUES AND EXPENSES ARE CONSIDERED TO BE FOR THIS PURPOSE. 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 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1192 0 1 0 0 0 0 0 0 0 X 8 4 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 X SCOTT ERNSBERGER - ZENITH AMERICAN SOLUTIONS 3027622008 501 CARR ROAD SUITE 220 WILMINGTON DE 198092800 X JAMES R MURRIAN CHAIRMAN 2.00 43.00 X 0 66036 48421 DANIEL HAHN CO-CHAIRMAN 2.00 4.00 X 0 0 0 BRYAN GULLION TRUSTEE 2.00 4.00 X 0 0 0 BRUCE ESPER TRUSTEE 2.00 38.00 X 0 47790 35042 DARREN SCOTT TRUSTEE 2.00 38.00 X 0 48797 35780 FRED FISHER TRUSTEE 2.00 4.00 X 0 0 0 JIMMIE FITZSIMMONS TRUSTEE 2.00 4.00 X 0 0 0 JAMES MEYERS TRUSTEE 2.00 4.00 X 0 0 0 DOUGLAS K DRUMMOND END 2017 CHAIRMAN 2.00 43.00 X 0 61757 45283 DAVID HOLLEN END 2017 TRUSTEE 2.00 38.00 X 0 50896 37320 ERIC LEWIS END 2017 TRUSTEE 2.00 38.00 X 0 51571 37814 JASON COBBLE END 2017 TRUSTEE 2.00 4.00 X 0 7988 5857 0 334835 245517 0 0 0 0 ZENITH AMERICAN SOLUTIONS INC 401 LIBERTY AVENUE STE 1200 PITTSBURGH PA 15222 CONTRACT ADMIN 353420 AETNA 980 JOLLY ROAD MAIL STOP U11E BLUE BELL PA 19422 ADMIN SERVICE FEE 245389 2 RECEIPTS FROM EMPLOYER 525100 15134868 15134868 RECEIPTS FROM PARTICIP 525100 1638589 1638589 MEDICARE PART D SUBSID 525100 4942 4942 16778399 61943 61943 669901 669731 170 170 170 16840512 16778399 0 62113 11774639 329241 78472 15195 23369 329832 77060 7777 10264 PCORI FEES 10966 DUES AND SUBSCRIPTIONS 2575 12659390 2537615 3313910 229100 481332 1879734 1814563 3055 7478 2433870 5783877 7083374 11401160 238938 217603 0 49530 238938 267133 X 0 0 0 0 6844436 11134027 6844436 11134027 7083374 11401160 4181122 108469 0 X 0 1 X 0 0 0 DUE TO BROKER 49530 49530 X 16925612 108469 108469 16817143 23369 23369 16840512 12636021 0 12636021 23369 23369 12659390 PART X, LINE 2: ASC TOPIC 740 - INCOME TAXES CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN, INCLUDING THE ENTITY'S STATUS AS A TAX-EXEMPT ENTITY. THE PLAN HAS DETERMINED THERE IS NO IMPACT OF ASC TOPIC 740 ON ITS FINANCIAL STATEMENTS FOR THE YEARS ENDED DECEMBER 31, 2017 AND 2016. THE PLAN IS NO LONGER SUBJECT TO FEDERAL EXAMINATION FOR THE YEARS ENDED PRIOR TO DECEMBER 31, 2014. FORM 990, PART VI, SECTION A, LINE 3 ZENITH AMERICAN SOLUTIONS IS A THIRD PARTY ADMINISTRATOR THAT HAS BEEN APPOINTED TO DEAL WITH DAILY ADMINISTRATIVE ACTIVITES AS FURTHER DESCRIBED IN THE AGREEMENT BETWEEN THE PLAN AND ZENITH AMERICAN SOLUTIONS. FORM 990, PART VI, SECTION A, LINE 7A THE FUND IS ADMINISTERED BY EIGHT (8) TRUSTEES. FOUR OF WHOM ARE APPOINTED BY THE UNION AND FOUR OF WHOM ARE APPOINTED BY THE DELAWARE DIVISION OF THE PENN-DEL-JERSEY CHAPTER OF THE NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE THIRD PARTY ADMINISTRATOR. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE NOT PROVIDED TO THE GENERAL PUBLIC. FORM 990, PART VII, SECTION A, COLUMN F CERTAIN TRUSTEES CHANGED DURING THE YEAR. ACCORDINGLY, CERTAIN AMOUNTS OF OTHER COMPENSATION FROM RELATED ORGANIZATIONS ARE ESTIMATES. FORM 990, PART V, LINE 2A: THE PLAN ANSWERED 0 BECAUSE IT DOES NOT HAVE ANY EMPLOYEES, BUT THE PLAN DOES REPORT BENEFITS PAID TO MEMBERS ON W-2 FORMS WHICH THEN GET TOTALED ON THE FORM W-3. THEREFORE, THE PLAN'S W-3 HAS 16 W-2'S ISSUED REPORTED ON FORM W-3. NECA LU NO 313 IBEW PENSION PL 501 CARR ROAD STE 220 WILMINGTON DE 19809 516025969 TO PROVIDE DEFINED BENEFIT PENSION BENEFITS TO ELECTRICAL WORKERS. DE 401(A) N/A 0 NECA LU NO 313 IBEW DEFERRED INCOME PL 501 CARR ROAD STE 220 WILMINGTON DE 19809 510285774 TO PROVIDE DEFINED CONTRIB RETIREMENT BENEFITS TO ELECTRICAL WORKERS. DE 401(A) N/A 0 UNION ELECTRICAL WORKERS INC 814 WEST BASIN RD NEW CASTLE DE 19720 237372758 OFFICE AND HALL RENTAL. DE 501(C)2 N/A 0 IBEW 313 JOINT APPRENTICE 814 WEST BASIN RD NEW CASTLE DE 19720 237024558 EDUCATION AND TRAINING DE 501(C)3 N/A 0 INTERNATIONAL BROTHERHOOD OF 313 IBEW 814 WEST BASIN RD NEW CASTLE DE 19720 510025597 LABOR UNION FOR ELECTRICAL WORKERS. DE 501(C)5 N/A 0 PENN-DEL JERSEY CHAPTER OF NATIONAL ELECTRICAL WORKERS 2003 RENAISSANCE BLVD KING OF PRUSSIA PA 19406 231279973 TO ENHANCE THE MANAGEMENT INTERESTS OF THE TECHNICAL CONTRACTING INDUSTRY PA 501(C)6 N/A 0 APEX ELECTRICAL SERVICES LLC PINNACLE CONTROL SYSTEMS LLC UNION ELECTRIC CO LLC ALASON ELECTRICAL CONTRACTORS INC ALBARELL ELECTRIC INC AMERICAN ELECTRICAL TESTING CO INC BATTAGLIA ELECTRIC INC BLUESTONE COMMUNICATIONS INC BURLINGTON ELECTRICAL TESTING CO INC CARR & DUFF INC CHAMMINGS ELECTRIC INC CHARLES H MACDONALD ELECTRIC INC CONTI ELECTRIC INC CURRENT SOLUTIONS INC DELTA LINE CONSTRUCTION CO DEVON ELECTRIC INC DIAMOND ELECTRIC INC DIEHL ELECTRIC INC DONALDSON ELECTRIC INC FIRST STATE ELECTRIC CO FLEMINGTON INSTRUMENT CO INC FURNESS ELECTRIC CO INC GSM SYSTEMS INC H & H SERVICES ELECTRICAL CONTRACTORS HATZEL & BUEHLER INC JANVIER ELECTRIC INC JONES LANG LASALLE AMERICAS INC-NY MALSTROM ELECTRIC INC MATRIX NORTH AMERICAN CONSTRUCTION INC NEW RIVER ELECTRICAL CORP NOOTER CONSTRUCTION CO PECA ELECTRIC CORP PREFERRED ELECTRIC INC RAY ANGELINI INC RILEY ELECTRIC INC ROGERS-CIPOLLONO ELECTRIC INC SCALFO ELECTRIC INC SCHOLES ELECTRIC & COMMUNICATIONS INC SCOTT TESTING INC SHIELDS ELECTRIC INC SUPERIOR ELECTRIC SERVICE CO TANGENT CABLE SYSTEMS INC TOMEY ELECTRIC INC TRICOMM SERVICES CORP VASOLI ELECTRIC CO INC 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 FORM 990, SCHEDULE R THE PLAN UNDERSTANDS THE IRS CALLS FOR ALL EMPLOYERS CONTRIBUTING TO A VEBA, SUCH AS THE PLAN, THAT ARE TO BE CONSIDERED RELATED ORGANIZATIONS FOR PURPOSES OF REPORTING ON SCHEDULE R TO FORM 990 ARE TO BE REPORTED LISTING ONLY THEIR NAME, ON SCHEDULE R. HOWEVER, TO PROPERLY COMPLETE SCHEDULE R CERTAIN INFORMATION IS NEEDED FOR EACH EMPLOYER. WHILE THE PLAN HAS MADE A REASONABLE EFFORT TO OBTAIN, GATHER AND PROPERLY REPORT ALL OF THE REQUIRED DATA, CERTAIN INFORMATION HAS NOT BEEN AVAILABLE OR RECEIVED. THE PLAN WILL CONTINUE TO OBTAIN, GATHER AND PROPERLY REPORT ALL OF THE REQUIRED DATA IN THE FUTURE. IN ADDITION, CERTAIN INFORMATION THAT WAS NOT AVAILABLE BUT WAS CALLED FOR BY THE FORM WAS BASED ON AVAILABLE INFORMATION. THE TYPE OF ENTITY WAS CONSIDERED TO BE A C CORPORATION FOR CERTAIN BUSINESSES FOR WHICH THE PLAN DOES NOT HAVE TYPE OF ENTITY.