2025-11-04T14:52:16-06:00 2024-12-31 222951202 MSPC CPAS & ADVISORS PC 340 NORTH AVENUE EAST CRANFORD NJ 070162496 990 2024-01-01 344441661 BOARD OF TRUSTEES TOLEDO ELECTRICAL WELFARE FUND TOLE 4196664450 727 LIME CITY ROAD ROSSFORD OH 43460 CURTIS R DONLEY ADMINISTRATIVE MANAGER 4196664450 2025-11-04 1 1 ROBERT J JANNELLI CPA P00450209 9082727000 2024 2025-03-06 01:10:19Z CURTIS R DONLEY 727 LIME CITY ROAD ROSSFORD OH 43460 56753529 0 X WWW.ELECTRICALFUNDS.ORG X 1953 OH TO PROVIDE HEALTH AND WELFRE BENEFITS TO MEMBERS AND DEPENDENTS 8 0 368 0 0 0 0 0 47733979 53116396 2254607 3365301 39352 267661 50027938 56749358 0 0 42668831 43979112 769161 861898 0 0 0 721216 842052 44159208 45683062 5868730 11066296 95088652 107548446 5208722 5242183 89879930 102306263 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ALL ELIGIBLE MEMBERS AND THEIR DEPENDENTS. 0 0 THE TOLEDO ELECTRICAL WELFARE FUND PROVIDES HEALTH AND WELFARE BENEFITS FOR ALL ELIGIBLE MEMBERS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 1 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 1 822 0 1 368 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X TOLEDO ELECTRICAL WELFARE FUND 4196664450 727 LIME CITY ROAD ROSSFORD OH 43460 TODD T MICHAELSEN MGMT TRUSTEE 1.00 X 0 0 0 ROY B GROSSWILER LABOR TRUSTEE 1.00 40.00 X 0 177780 18410 THOMAS ENRIGHT LABOR TRUSTEE 1.00 40.00 X 0 117363 10909 RANDY BRYAN LABOR TRUSTEE 1.00 X 0 0 0 CHAD TURNER MGMT TRUSTEE 1.00 X 0 0 0 PHIL MOTYLINSKI MGMT TRUSTEE 1.00 X 0 0 0 SHAUN ENRIGHT LABOR TRUSTEE 1.00 5.00 X 0 5902 1600 ERICK SCHMIDT MGMT TRUSTEE 1.00 X 0 0 0 CURTIS DONLEY ADMINISTRATIVE MANAGER 11.00 29.00 X 0 147424 43162 0 448469 74081 0 0 1 0 EXPRESS SCRIPTS ONE EXPRESS WAY ST LOUIS MO 63121 PHARMACY BENEFIT MANAGER ADMIN FEE 536588 WELLRITHMS 3718 SW CONDOR AVE PORTLAND OR 97239 REPRICING SERVICES 411536 INCLUDED HEALTH INC ONE CALIFORNIA ST STE 2300 SAN FRANCISCO CA 94111 BENEFIT CONSULTING 318551 AMERICAN HEALTH HOLDINGS 7400 W CAMPUS RD F-510 NEW ALBANY OH 43054 UTILIZATION MANAGEMENT & MEDICAL REVIEW 296595 FRONTPATH HEALTH COALITION 12875 ECKEL JUNCTION ROAD STE B PERRYSBURG OH 43551 NETWORK ACCESS FEE & REPRICING FEE 190478 5 EMPLOYERS CONTRIBUTIONS 900099 50899338 50899338 PARTICIPANTS CONTRIBUTIONS 900099 2217058 2217058 53116396 3292387 3292387 77085 4171 72914 72914 72914 SUBROGATION RECOVERIES 900099 267661 267661 267661 56749358 53384057 0 3365301 43979112 190586 434923 195031 41358 89962 54445 55188 207786 96693 186626 31226 36212 55085 PCORI FEE 19626 TRUSTEE MEETINGS 4565 BANK CHARGES & MISCELLA 2845 DUES & SUBSCRIPTIONS 913 880 45683062 26486966 28173768 4220151 4390048 28438 27788 69282 69282 0 0 64310828 74900085 42269 56757 95088652 107548446 213654 213958 4995068 5028225 5208722 5242183 X 0 0 0 0 89879930 102306263 89879930 102306263 95088652 107548446 11066296 1360037 0 X X 0 1 X 1 0 69282 69282 0 0 MUTUAL FUNDS 61070718 F STABLE VALUE FUND 13829367 F 74900085 CLAIMS PAYABLE & CLAIMS INCURRED BUT NOT REPORTED 4904000 DUE TO RELATED PARTIES 45756 RECIPROCITY PAYABLE 78469 5028225 X 58054207 1360037 1360037 56694170 55188 55188 56749358 45620874 4897000 4897000 40723874 55188 4904000 4959188 45683062 PART X, LINE 2: THE PLAN OBTAINED ITS LATEST DETERMINATION LETTER ON SEPTEMBER 30, 1955, IN WHICH THE INTERNAL REVENUE SERVICE (IRS) STATES 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 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. PART XII, LINE 2D - OTHER ADJUSTMENTS: CLAIMS PAYABLE & CLAIMS INCURRED BUT NOT REPORTED - 2023 PART XII, LINE 4B - OTHER ADJUSTMENTS: CLAIMS PAYABLE & CLAIMS INCURRED BUT NOT REPORTED - 2024 X 0 0 0 ROY B GROSSWILER LABOR TRUSTEE 0 177780 0 0 0 0 0 0 0 18410 0 196190 0 0 CURTIS DONLEY ADMINISTRATIVE MANAGER 0 147424 0 0 0 0 0 22922 0 20240 0 190586 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF FORM 990 IS REVIEWED BY THE ADMINISTRATIVE MANAGER (CEO) AND APPROVED PRIOR TO FILING AND A COPY OF THE FILED FORM 990 IS MADE AVAILABLE UPON REQUEST TO ANY MEMBER OF THE GOVERNING BODY FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES MONITORS PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST IN ACCORDANCE WITH THE AGREEMENT AND DECLARATION OF TRUST OF THE PLAN AND APPLICABLE LAW FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION WILL FURNISH A COPY OF FORM 990 UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES ASSUME RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. LOCAL NO 8 IBEW RETIREMENT PLAN AND TRUST 727 LIME CITY ROAD ROSSFORD OH 43460 346596899 PROVIDE ANNUITY BENEFITS FOR MEMBERS OH SECTION 401(A) N/A N/A 0 NWO ELECTRICAL ADMINISTRATORS INC 727 LIME CITY ROAD ROSSFORD OH 43460 341956758 PROVIDE ADMINISTRATIVE SERVICES FOR RELATED ENTITIES OH SECTION 501(C)(5) N/A N/A 0 TOLEDO ELECTRICAL JOINT APPRENTICESHIP & TRAINING COMMITTEE 803 LIME CITY ROAD ROSSFORD OH 43460 341202670 PROVIDE EDUCATION AND TRAINING FOR MEMBERS AND APPRENTICES OH SECTION 501(C)(3) N/A N/A 0 IBEW LOCAL UNION 8 803 LIME CITY ROAD ROSSFORD OH 43460 344269661 PROVIDE COLLECTIVE BARGAINING SERVICES FOR MEMBERS OH SECTION 501(C)(5) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 NWO ELECTRICAL ADMINISTRATORS INC P 361498 PROPORTIONATE SHARE OF EXPENSES NWO ELECTRICAL ADMINISTRATORS INC S 51746156 CASH RECEIVED FROM EMPLOYERS NWO ELECTRICAL ADMINISTRATORS INC N 31226 PROPORTIONATE SHARE OF EXPENSES NWO ELECTRICAL ADMINISTRATORS INC O 861898 PROPORTIONATE SHARE OF EXPENSES