2012-11-14T17:22:13-06:00 2011-12-31 232586736 DANIEL A WINTERS & COMPANY CPAS 6 DICKINSON DR STE 205 CHADDS FORD PA 19317 990 2011-01-01 237024556 IBEW HEALTH AND WELFARE TRUST FUND NECA LOCAL UNION NO 313 IBEW 3027986801 650 NAAMANS ROAD NO 303 CLAYMONT DE 197032300 B EUGENE BATTAGLIA 3027986801 2012-11-08 1 CRAIG D WINTERS CPA P00154131 6103582000 2012-11-14 2011 2016-02-24 21:20:13Z B EUGENE BATTAGLIA 650 NAAMANS ROAD NO 303 CLAYMONT DE 197032300 14327313 0 X N/A X 1969 DE THE PURPOSE OF THE ORGANIZATION IS TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELECTRICAL WORKERS, THEIR SPOUSES AND DEPENDENTS. 8 8 0 0 0 0 0 0 9640365 13154464 204772 86852 0 0 9845137 13241316 0 0 11992994 12419695 0 0 0 0 0 789006 854734 12782000 13274429 -2936863 -33113 6157589 6165207 216704 157092 5940885 6008115 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 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 296 0 1 0 0 0 0 0 0 0 X 8 8 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 X SCOTT ERNSBERGER - GEMGROUP INC 3027986801 650 NAAMANS ROAD SUITE 303 CLAYMONT DE 197032300 X DOUGLAS K DRUMMOND 2.00 X 0 0 0 B EUGENE BATTAGLIA 2.00 X 0 0 0 JAMES F FITZSIMMONS 2.00 X 0 0 0 PAUL CAMPBELL 2.00 X 0 0 0 CRAIG FISHER 2.00 X 0 0 0 ANTHONY ENNIS 2.00 X 0 0 0 DANIEL HAHN 2.00 X 0 0 0 DAVID HOLLEN 2.00 X 0 0 0 0 0 0 0 0 0 0 AETNA 980 JOLLY ROAD MAIL STOP U11E BLUE BELL PA 19422 ADMIN SERVICE FEE 372866 GEMGROUP 650 NAAMANS ROAD SUITE 303 CLAYMONT DE 197032300 CONTRACT ADMIN 343979 1 RECEIPTS FROM EMPLOYER 525100 12020124 12020124 RECEIPTS FROM PARTICIP 525100 810067 810067 MEDICARE & COBRA 525100 282419 282419 LIQUIDATED DAMAGES 525100 41854 41854 13154464 94784 94784 1078065 1085997 -7932 -7932 -7932 13241316 13154464 0 86852 12419695 298059 33946 18108 16252 429635 48998 2546 5698 DUES AND SUBSCRIPTIONS 1492 13274429 1628250 1694892 204339 91169 1069439 1383710 3543 6536 2664356 2975095 587662 13805 6157589 6165207 216704 157092 216704 157092 X 0 0 0 0 5940885 6008115 5940885 6008115 6157589 6165207 X -33113 100343 X 0 1 0 X 0 0 13241316 13274429 -33113 100343 100343 67230 13323350 100343 100343 13223007 18309 18309 13241316 13256120 0 13256120 18309 18309 13274429 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: AS OF JANUARY 1, 2009, THE PLAN ADOPTED ASC TOPIC 740 - INCOME TAXES WHICH 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 HAD NO SIGNIFICANT UNCERTAIN TAX POSITION AT THE DATE OF ADOPTION OR AT DECEMBER 31, 2011 AND 2010. ACCORDINGLY, THE ADOPTION DID NOT HAVE A MATERIAL EFFECT ON THE FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION A, LINE 3 GEMGROUP IS A THIRD PARTY ADMINISTRATOR THAT HAS BEEN APPOINTED TO DEAL WITH DAILY ADMINISTRATIVE ACTIVITIES 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 11 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 100343. UNREALIZED APPRECIATION(DEPRECIATION) ON INVESTMENTS CARRIED AT MARKET VALUE TOTAL TO FORM 990, PART XI, LINE 5: 100343. NUMBER OF EMPLOYEES REPORTED ON FORM W-3, TRANSMITTAL OF WAGE AND TAX STMTS 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 32 W-2'S ISSUED REPORTED ON FORM W-3. FORM 990, PART VII, SECTION A: THE TRUSTEES OF THIS FUND ALL SERVE IN A SIMILAR CAPACITY FOR THE NECA LU NO. 313 I.B.E.W. PENSION PLAN AND THE NECA LU NO. 313 I.B.E.W. DEFERRED INCOME PLAN WHICH ARE RELATED ORGANIZATIONS. THE ESTIMATED AVERAGE HOURS PER WEEK WORKING ON THE RELATED ORGANIZATIONS IS 2 HOURS. DOUGLAS DRUMMOND AND PAUL F. CAMPBELL SERVE IN A SIMILAR CAPACITY AT UNION ELECTRICAL WORKERS, INC. WHICH IS A RELATED ORGANIZATION. THE ESTIMATED AVERAGE HOURS PER WEEK WORKING ON THE RELATED ORGANIZATION IS LESS THAN 1 HOUR. THE FUNDS' REASONABLE EFFORTS TO OBTAIN INFORMATION INCLUDED SENDING TO THE APPROPRIATE PERSONS (EG THOSE LISTED ON FORM 990, PART VII, SECTION A), A QUESTIONNAIRE ALONG WITH APPROPRIATE INSTRUCTIONS AND DEFINITIONS, AS DESCRIBED IN THE INSTURCTIONS TO THE FORM 990 AS EXAMPLES OF REASONABLE EFFORT. NECA LU NO 313 IBEW PENSION PL 650 NAAMANS RD STE 303 CLAYMONT DE 197032300 516025969 TO PROVIDE DEFINED BENEFIT PENSION BENEFITS TO ELECTRICAL WORKERS. DE 401(A) N/A 0 NECA LU NO 313 IBEW DEFERRED INCOME PL 650 NAAMANS RD STE 303 CLAYMONT DE 197032300 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)3 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 SHAMBAUGH & SON LP P O BOX 1287 FORT WAYNE IN 46801 ELECTRICAL CONTRACTOR TX N/A N/A 0 0 APEX ELECTRICAL SERVICES LLC 2215 ISLAND AVE PHILADELPHIA PA 19142 450464468 ELECTRICAL CONSTRUCTION PA N/A N/A 0 0 MNS ENTERPRISES LLC 304 MARY ANN DR WILMINGTON DE 19804 262335669 ELECTRICAL CONTRACTOR DE N/A N/A 0 0 SLIFCO ELECTRIC LLC 1904 WOODSLEE DR TROY MI 48073 202998220 ELECTRICAL MI N/A N/A 0 0 ACCURATE ELECTRICAL INSTALLATION 8900 E SPRINGFIELD RD SEVEN VALLEYS PA 17360 232671093 ELECTRICAL CONTRACTOR PA N/A N/A 0 0 ALDRIDGE ELECTRIC INC 844 E ROCKLAND RD LIBERTYVILLE IL 60048 362355856 ELECTRICAL CONTRACTOR IL N/A C AL GLEESON ELECTRICAL CO INC 4710 UPSHUR ST BLADENSBURG MD 20710 530219729 ELECTRICAL CONTRACTOR MD N/A C BROWN ELECTRIC CO INC 1100 CHARLES AVE DUNBAR WV 25064 550708030 ELECTRICAL CONTRACTOR WV N/A C B T ELECTRIC INC 38572 WESTERLEE DRIVE DELMAR DE 19940 510310453 ELECTRICAL CONTRACTOR DE N/A C DECKER ELECTRIC INC 4500 W HARRY WICHITA KS 67209 480861452 ELECTRICAL CONTRACTOR KS N/A C DIAMOND ELECTRIC INC 3566 PEACHTREE RUN DOVER DE 19901 510108419 ELECTRICAL CONSTRUCTION DE N/A C FIRST STATE ELECTRIC CO 25 KING COURT NEW CASTLE DE 19720 510240149 ELECTRICAL CONTRACTOR DE N/A C FLUOR MAINTENANCE SERVICES INC 1 GALLERIA BLVD SUITE 1070 METAIRIE LA 70001 330268002 CONSTRUCTION SC N/A C HATZEL & BUEHLER INC P O BOX 7499 WILMINGTON DE 19803 130828930 ELECTRICAL CONSTRUCTION DE N/A C RILEY ELECTRIC INC 1235 OLD COOCHS BRIDGE RD NEWARK DE 19713 300305919 ELECTRICAL CONTRACTOR DE N/A C TRICOMM SERVICES CORPORATION 1247 N CHURCH ST SUITE 8 MOORESTOWN NJ 08057 222380545 TELECOMMUNICATION NJ N/A C ALBARELL ELECTRIC INC 901 W LEHIGH ST PO BOX 799 BETHLEHEM PA 17217 231688845 ELECTRICAL CONTRACTOR PA N/A S BATTAGLIA ELECTRIC INC 11 INDUSTRIAL BLVD NEW CASTLE DE 19720 510265820 ELECTRICAL CONTRACTOR DE N/A S BUILDING CONTROL SYSTEMS & SERVICE INC 4 TERRY DRIVE SUITE 3 NEWTOWN PA 18940 232736386 BUILDING CONTROLS INSTALLATION PA N/A S BURLINGTON ELECTRICAL TESTING CO INC 300 CEDAR AVE CROYDON PA 19021 232749095 ELECTRICAL TESTING PA N/A S CONTI ELECTRIC INC 6417 CENTER DR STERLING HEIGHTS MI 48312 381884765 ELECTRICAL CONTRACTOR MI N/A S CURRENT SOLUTIONS INC 1100 APPLEGROVE SCHOOL RD WYOMING DE 19934 510374149 CONSTRUCTION CONTRACTOR DE N/A S DONALDSON ELECTRIC INC 17 ABELIA LANE NEWARK DE 19711 510327796 ELECTRICAL CONSTRUCTION DE N/A S FLEMINGTON INSTRUMENT CO INC P O BOX 298 RINGOES NJ 08551 222171879 ELECTRICAL CONTRACTOR NJ N/A S FURNESS ELECTRIC CO INC 1604 TODDS LANE P O BOX 1186 WILMINGTON DE 19899 510077936 ELECTRICAL CONSTRUCTION DE N/A S GSM SYSTEMS INC 215 E EVENS RD VIOLA DE 19979 510338416 ENGINEERING & CONTRACTING DE N/A S JANVIER ELECTRIC INC 740 ELIZABETH LANE BEAR DE 19701 260108914 ELECTRICAL CONTRACTOR DE N/A S NEW RIVER ELECTRICAL CORP PO BOX 70 CLOVERDALE VA 24077 540562496 ELECTRICAL CONTRACTOR VA N/A S PROJECT CONTROL SERVICES INC 100 MANTUA BOULEVARD MANTUA NJ 08051 260384168 PLANNING NJ N/A S RAY ANGELINI INC ATTN LOU SEBASTINI PO BOX 432 BARNS SEWELL NJ 08080 222076260 ELECTRICAL NJ N/A S RGS ELECTRICAL INC 895 B NOTTINGHAM RD ELKTON MD 21921 201941942 ELECTRICAL MD N/A S ROGERS-CIPOLLONO ELECTRIC INC 499 S WHITE HORSE PIKE ATCO NJ 08004 510355889 ELECTRICAL CONTRACTOR DE N/A S SCALFO ELECTRIC INC 3539 NORTH MILL RD VINELAND NJ 08360 221837913 ELECTRICAL CONTRACTOR NJ N/A S SCOTT TESTING INC 604 NEW YORK AVE TRENTON NJ 08638 223009488 ELECTRICAL TESTING NJ N/A S GEORGE SPARKS INC 11 MONROEVILLE RD MONROEVILLE NJ 08343 222293383 ELECTRICAL CONTRACTOR NJ N/A S TANGENT CABLE SYSTEMS INC 3700 WASHINGTON AVENUE WILMINGTON DE 19808 510370484 ELECTRICAL/TELECOMMUNICATIONS DE N/A S TOMEY ELECTRIC INC 5430 HANDLEY ROAD CAMBRIDGE MD 21613 521926389 ELECTRICAL CONTRACTOR MD N/A S J J WHITE INC 5500 BINGHAM ST PHILADELPHIA PA 19120 231216160 CONTRACTOR PA N/A S AMERICAN ELECTRICAL TESTING CO INC PO BOX 538 WILLOW GROVE PA 19090 CONTRACTOR PA N/A C ARC ELECTRICAL SERVICES LTD 10 CHRISTOPHER CT CLAYMONT DE 19703 273427209 CONTRACTOR DE N/A C CARR & DUFF INC 2100 BYBERRY ROAD HUNTINGDON VALLEY PA 19006 231569948 CONTRACTOR PA N/A C CUSHMAN AND WAKEFIELD INC ATTN KEVIN WOLF 1290 AVENUE OF THE NEW YORK NY 10104 132625361 CONTRACTOR NY N/A C DECA INCORPORATED 6501 HARFORD ROAD BALTIMORE MD 21214 520849236 CONTRACTOR MD N/A C EASTERN SHORE SERVICES INC P O BOX 216 MIDDLETOWN DE 19709 331104845 CONTRACTOR DE N/A C HENKELS & MC COY INC 985 JOLLY RD BLUE BELL PA 19422 231535602 CONTRACTOR PA N/A C L P HERMAN CO 114 KEYSTONE DRIVE MONTGOMERYVILLE PA 18936 232494550 CONTRACTOR PA N/A C IBEW LOCAL UNION 313 814 W BASIN RD NEW CASTLE DE 19720 510025597 CONTRACTOR DE N/A C JW CARRIGAN LLC 8 UNION HILL RD STE 100 CONSHOHOCKEN PA 19428 800668722 CONTRACTOR PA N/A C NOOTER CONSTRUCTION CO 1500 S SECOND STREET ST LOUIS MO 63104 431219718 CONTRACTOR MO N/A C PREFERRED ELECTRIC INC 505 CHURCHMANS RD NEW CASTLE DE 19720 510404394 CONTRACTOR DE N/A C SEAL COAT SUPPLY INC 60 TWIN OAKS DR DOVER DE 19904 510387718 CONTRACTOR DE N/A C SHIELDS ELECTRIC INC 104 BECKER AVE WILMINGTON DE 19804 273051638 CONTRACTOR DE N/A C SUPERIOR ELECTRIC SERVICE CO 36 GERMAY DRIVE WILMINGTON DE 19804 510283919 CONTRACTOR DE N/A C 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 FORM 990, PART VII THE PLAN RECENTLY LEARNED OF THE IRS CLARIFICATION THAT ALL EMPLOYERS CONTRIBUTING TO A VEBA, SUCH AS THE PLAN, ARE TO BE CONSIDERED RELATED ORGANIZATIONS FOR PURPOSES OF REPORTING ON SCHEDULE R TO FORM 990. WHILE THE PLAN HAS MADE A REASONABLE EFFORT TO OBTAIN, GATHER AND PROPERLY REPORT ALL OF THE REQUIRED DATA, CERTAIN OF THE INFORMATION HAS NOT BEEN AVAILABLE OR RECEIVED. ACCORDINGLY, CERTAIN ITEMS ARE NOT REPORTED. 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 FILLED IN BASED ON AVAILABLE INFORMATION. FOR EXAMPLE, LEGAL DOMICILE WAS POPULATED BASED ON THE ADDRESS OF THE ORGANIZATION, TYPE OF ENTITY WAS POPULATED AS C FOR C CORPORATION FOR CERTAIN BUSINESSES FOR WHICH THE PLAN DOES NOT HAVE TYPE OF ENTITY.