2017-11-15T09:48:40-06:00 2016-12-31 232586736 DANIEL A WINTERS & COMPANY CPAS 6 DICKINSON DR STE 205 CHADDS FORD PA 19317 990 2016-01-01 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 2017-11-15 1 CRAIG D WINTERS CPA P00154131 6103582000 2017-11-15 71.123.47.35 2017-11-15 10:48:06 ES P 22175E75D67ECFC67F8D479A5D0E30B6A5B04342 11FE366F1B6FCA5CA6EA7DCFD68EBEC77AB35822 2016 2017-02-10 21:41:12Z JAMES R MURRIAN 501 CARR ROAD NO 220 WILMINGTON DE 198092800 16047852 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 15706157 13763016 18851 74503 3675 0 15728683 13837519 0 0 12465552 12240284 0 0 0 0 0 937333 824477 13402885 13064761 2325798 772758 6284476 7083374 256461 238938 6028015 6844436 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 0 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 1 353 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 - GEMGROUP INC 3027622008 501 CARR ROAD SUITE 220 WILMINGTON DE 198092800 DOUGLAS K DRUMMOND CHAIRMAN 2.00 43.00 X 0 118195 85629 DANIEL HAHN CO-CHAIRMAN 2.00 4.00 X 0 0 0 JASON COBBLE TRUSTEE 2.00 4.00 X 0 14193 10518 DAVID HOLLEN TRUSTEE 2.00 38.00 X 0 96742 70566 ERIC LEWIS TRUSTEE 2.00 38.00 X 0 98842 71504 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 0 327972 238217 0 0 1 0 GEMGROUP 501 CARR ROAD SUITE 220 WILMINGTON DE 198092800 CONTRACT ADMIN 360514 AETNA 980 JOLLY ROAD MAIL STOP U11E BLUE BELL PA 19422 ADMIN SERVICE FEE 259115 2 RECEIPTS FROM EMPLOYER 525100 12105451 12105451 RECEIPTS FROM PARTICIP 525100 1657340 1657340 MEDICARE PART D SUBSID 525100 225 225 13763016 47753 47753 2237083 2210333 26750 26750 26750 13837519 13763016 0 74503 12240284 309219 46210 20178 12887 287994 73562 6395 9920 ACA TRANSITIONAL REINS. 53559 DUES AND SUBSCRIPTIONS 4553 13064761 1185232 2537615 445990 229100 1948601 1879734 5033 3055 2699620 2433870 6284476 7083374 256461 238938 256461 238938 X 0 0 0 0 6028015 6844436 6028015 6844436 6284476 7083374 772758 43663 0 X 0 1 X 0 0 0 X 13868295 43663 43663 13824632 12887 12887 13837519 13051874 0 13051874 12887 12887 13064761 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, 2016 AND 2015. THE PLAN IS NO LONGER SUBJECT TO FEDERAL EXAMINATION FOR THE YEARS ENDED PRIOR TO DECEMBER 31, 2013. 0 0 0 DOUGLAS K DRUMMOND CHAIRMAN 0 118195 0 0 0 0 0 44717 0 40912 0 203824 0 0 DAVID HOLLEN TRUSTEE 0 96742 0 0 0 0 0 36851 0 33715 0 167308 0 0 ERIC LEWIS TRUSTEE 0 98842 0 0 0 0 0 37341 0 34163 0 170346 0 0 FORM 990, SCHEDULE J, PART II, ITEM (C) & (D) THE AMOUNTS REFLECTED ON SCHEDULE J PART II, ITEM (C) AND ITEM (D) FOR FRINGE BENEFITS REPRESENT ESTIMATES FOR CERTAIN FRINGE BENEFITS PROVIDED BY THE LOCAL UNION NO. 313 WHICH IS CONSIDERED A RELATED ORGANIZATION AND SPONSOR OF THE PLAN. FORM 990, PART VI, SECTION A, LINE 3 GEMGROUP 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 GEMGROUP. 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 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 23 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 B&B LIGHTNING PROTECTION LLC TRACE ELECTRICAL SERVICES & TESTING LLC AC SCOTT ELECTRIC COMPANY INC ALASON ELECTRICAL CONTRACTORS INC ALBARELL ELECTRIC INC AMERICAN ELECTRICAL TESTING CO INC ARMOUR & SONS ELECTRIC INC BATTAGLIA ELECTRIC INC BLUESTONE COMMUNICATIONS INC BURLINGTON ELECTRICAL TESTING CO INC CAHILL CONTROLS INC CARR & DUFF INC CHARLES H MACDONALD ELECTRIC INC CHAMMINGS ELECTRIC INC CONTI ELECTRIC INC CURRENT SOLUTIONS INC DECA INC DEVON ELECTRIC INC DIAMOND ELECTRIC INC DIEHL ELECTRIC INC FIRST STATE ELECTRIC CO FLEMINTON INSTRUMENT CO INC FLUIDICS INC FUELLGRAF CHIMNEY & TOWER INC FURNESS ELECTRIC CO INC GOLDSMITH ASSOCIATES INC GOLDHORN ELECTRIC CONSTRUCTION INC HATZEL & BUEHLER INC JANVIER ELECTRIC INC JONES LANG LASALLE AMERICAS INC-NY NEW RIVER ELECTRICAL CORP DONALDSON ELECTRIC INC MATRIX NORTH AMERICAN CONSTRUCTION INC NOOTER CONSTRUCTION COMPANY INC PECA ELECTRIC CORP PREFERRED ELECTRIC INC RAY ANGELINI INC RILEY ELECTRIC INC RODGERS-CIPOLLONO ELECTRIC INC SCALFO ELECTRIC INC SCOTT TESTING INC SHIELDS ELECTRIC INC SUPERIOR ELECTRIC SERVICE CO TANGENT CABLE SYSTEMS INC TOMEY ELECTRIC INC TRICOMM SERVICES CORPORATION VASOLI ELECTRIC CO INC JJ WHITE 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.