2018-02-22T13:18:26-06:00 2017-06-30 271235638 MCM CPAS & ADVISORS LLP 462 S FOURTH ST SUITE 2600 LOUISVILLE KY 402023445 990 2016-07-01 610605310 ELECTRICAL WORKERS LOCAL 369 BENEFIT FUND ELEC 5026352611 906 MINOMA AVENUE LOUISVILLE KY 40217 RICKY GEORGE JR CHAIRMAN 5026352611 2018-02-01 1 BOB MORELAND CPA P00418596 5027491900 128.136.148.166 2018-02-01 13:54:26 ES P 899A109E3D2CAC8CF5F4FCD2605C195D8C9A8A01 1A49273E46C64F0682DF8F4C1EC584674932BC0F 2016 2021-01-29 14:40:06Z STAR RAINES 906 MINOMA AVENUE LOUISVILLE KY 40217 58012954 0 X N/A X 1976 KY PROVISION OF HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. 8 8 80 8 0 0 0 0 27139177 26695070 1114055 2183845 94844 0 28348076 28878915 0 0 21987258 21773574 195159 324801 0 0 0 777967 642932 22960384 22741307 5387692 6137608 56770837 64034947 564507 1637063 56206330 62397884 PROVISION OF HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 EMPLOYEE BENEFIT PLAN PROVIDING BENEFITS FOR DEATH, ACCIDENTAL DEATH AND DISMEMBERMENT, MEDICAL CARE, PRESCRIPTION DRUG, HEARING, AND WEEKLY DISABILITY FOR MEMBERS AND RETIREES OF IBEW 369, THEIR DEPENDENTS AND RELATED EMPLOYEES. 0 0 0 0 0 0 0 0 0 1 1 0 0 0 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 18 0 1 80 1 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 X STAR RAINES 5026352611 906 MINOMA AVENUE LOUISVILLE KY 40217 X CHARLES P ESSEX TRUSTEE 1.00 X 0 0 0 RICKY GEORGE JR TRUSTEE 1.00 X 0 0 0 LARRY WENDLER TRUSTEE 1.00 X 0 0 0 JAMES E STRANGE JR TRUSTEE 1.00 X 0 0 0 DAVID GROSS TRUSTEE 1.00 X 0 0 0 JOSH QUINN TRUSTEE 1.00 X 0 0 0 KEVIN KAZUNAS TRUSTEE (EFF. 8-10-2016) 1.00 X 0 0 0 ED DEVINE IV TRUSTEE 1.00 X 0 0 0 JOHN W TALLY TRUSTEE (RETIRED 8-9-2016) 1.00 X 0 0 0 0 0 0 0 0 0 0 ZENITH AMERICAN SOLUTIONS 502 EARTH CITY EXPRESSWAY SUITE 20 EARTH CITY MO 63045 ADMINISTRATIVE SERVICES 222849 SEGAL CONSULTING PO BAOX 4092 CHURCH STREET STATIO NEW YORK NY 10261 FUND CONSULTANT 161698 ISSI 3000 SOUTH LENOLA RD MAPLE SHADE NJ 08052 COMPUTER SOFTWARE VENDOR 100335 3 EMPLOYER CONTRIBUTIONS 900099 24406809 24406809 EMPLOYEE CONTRIBUTIONS 900099 2288261 2288261 26695070 1233047 1233047 30084837 29134039 950798 950798 950798 28878915 26695070 0 2183845 21773574 218056 88488 18257 33597 32150 161652 131354 52552 52454 11411 14798 11139 19481 ADMINSTRATIVE FEES 101487 MISCELLANEOUS 12016 PCORI TAX 8041 OTHER TAX 800 22741307 4641757 4441558 1669674 1145626 2496871 2858206 134455 135337 291988 264250 38877 27738 26097359 29816598 21691844 25609884 56770837 64034947 380908 1459472 183599 177591 564507 1637063 X 56206330 62397884 56206330 62397884 56770837 64034947 6137608 53946 0 X X 0 1 X 1 0 91767 88366 3401 66782 56202 10580 133439 119682 13757 27738 U.S. GOVERNMENT AND AGENCY SECURITIES 8496704 F CORPORATE BONDS AND NOTES 12185159 F OTHER FIXED INCOME INVESTMENTS 199430 F REAL ESTATE FUNDS 4728591 F 25609884 X 28932861 53946 53946 28878915 0 28878915 22741307 0 22741307 0 22741307 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE ("IRC"), AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE IRS, AND THE PLAN ADMINISTRATOR AND THE PLAN'S TAX COUNSEL BELIEVE THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION 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 JUNE 30, 2017 AND 2016, THERE ARE NO UNCERTAIN TAX 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. FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC COPY OF FORM 990 IS PROVIDED TO THE GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILALBE ON REQUEST. FORM 990, PART VI, SECTION B LINE 15: THE ORGANIZATION DOES NOT COMPENSATE A CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIAL, OFFICERS OR KEY EMPLOYEES. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. THE ORGANIZATION'S BOARD CONTINUES TO SELECT THE INDEPENDENT ACCOUNTANT. THE BOARD MEETS WITH THE INDEPENDENT AUDITOR AT THE CONCLUSION OF THE ANNUAL AUDIT. 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