2026-04-11T12:03:34-05:00 2025-06-30 141624930 TEAL BECKER & CHIARAMONTE CPAS PC 7 WASHINGTON SQUARE ALBANY NY 12205 990 2024-07-01 141442159 IBEW LOCAL NO 236 HEALTH AND BENEFIT FU IBEW 5187825499 3000 TROY SCHENECTADY ROAD SCHENECTADY NY 12309 MICHAEL MASTROPIETRO TRUSTEE 5187825499 2026-04-03 1 0 STEPHANIE MUMFORD CPA P01278366 5184566663 2026-04-03 2024 2025-03-06 01:10:19Z MICHAEL MASTROPIETRO 3000 TROY SCHENECTADY ROAD SCHENECTADY NY 12309 41132180 0 X HTTP://WWW.IBEW236FUNDS.ORG X 1960 NY PROVISION OF HEALTH CARE BENEFITS TO UNION MEMBERS 6 6 0 0 0 0 0 0 23287370 23884188 5788260 7035311 0 0 29075630 30919499 0 0 23698842 26002724 0 0 0 0 0 3192009 2423262 26890851 28425986 2184779 2493513 120295212 124118334 3497198 2081921 116798014 122036413 TO PROVIDE HEALTH CARE BENEFITS TO UNION MEMBERS 0 0 THE PLAN PROVIDED PARTICIPANTS AND CERTAIN DEPENDENTS WITH THE FOLLOWING BENEFITS: LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE, TEMPORARY AND PERMANENT DISABILITY INSURANCE, HEALTH AND DENTAL BENEFITS, PRESCRIPTION DRUG COVERAGE AND OTHER BENEFITS. THE PLAN IS FUNDED UNDER THE TERMS OF A MULTIEMPLOYER COLLECTIVELY BARGAINED AGREEMENT. 0 0 0 0 0 0 0 0 0 1 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 1 1093 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X FUNDS OFFICE 5187825499 3000 TROY SCHENECTADY ROAD SCHENECTADY NY 12309 X X JOSEPH P GROSS TRUSTEE 1.00 2.00 X 0 0 0 CHRISTOPHER SPRARAGEN TRUSTEE 1.00 2.00 X 0 0 0 PAUL NYLIN TRUSTEE 1.00 2.00 X 0 0 0 BRIAN HART TRUSTEE 1.00 2.00 X 0 0 0 MICHAEL MARTELL TRUSTEE 1.00 2.00 X 0 0 0 MICHAEL MASTROPIETRO TRUSTEE 1.00 2.00 X 0 0 0 0 0 0 0 0 0 0 ZENITH AMERICAN SOLUTIONS 603 STANWIX ST STE 1500 PITTSBURGH PA 15222 THIRD PARTY ADMINISTRATION 501206 SEI INVESTMENT COMPANY 1 FREEDOM VALLEY DRIVE OAKS PA 19456 INVESTMENT MANAGEMENT FEES 345570 MARSHALL & STERLING EMPLOYEE BENEFITS IN 110 MAIN STREET POUGHKEEPSIE NY 12601 HEALTH BENEFITS CONSULTANT 306737 SLEVIN & HART PC 1300 CONNECTICUT AVENUE NW WASHINGTON DC 20036 LEGAL SERVICES 181890 4 CONTRIBUTIONS 900099 23884188 23884188 23884188 7035311 7035311 10212681 10212681 0 30919499 23884188 0 7035311 26002724 270000 194614 46500 373947 1201318 124404 138733 21088 8325 28765 PAYROLL AUDIT FEES 11739 DUES AND MEMBERSHIPS 3829 28425986 900296 295259 11591818 5547528 3504355 4408905 25181 21006 21006 0 0 104224845 113793317 73898 48144 120295212 124118334 3497198 2081921 3497198 2081921 X 0 0 0 0 116798014 122036413 116798014 122036413 120295212 124118334 2493513 2744886 0 X X 0 1 X 1 0 14964 14964 0 6042 6042 0 0 X 33290438 2744886 2744886 30545552 373947 373947 30919499 28052039 0 28052039 373947 373947 28425986 PART X, LINE 2: THE PLAN FOLLOWS THE GUIDANCE FOR UNCERTAINTY IN INCOME TAXES. AS OF JUNE 30, 2025, THE PLAN BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR THE INCOME TAX POSITIONS TAKEN AND TO BE TAKEN ON ITS RETURNS BASED ON AN ASSESSMENT OF MANY FACTORS INCLUDING EXPERIENCE AND INTERPRETATIONS OF TAX LAWS APPLIED TO THE FACTS OF EACH MATTER. THE PLAN HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING DISCLOSURE, AND THERE ARE NO MATERIAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS. FORM 990, PART VI, SECTION A, LINE 6 THE UNION MEMBERS' EMPLOYERS REMIT HEALTH AND BENEFIT PAYMENTS TO THE ORGANIZATION FOR SUBSEQUENT DISTRIBUTION. ONE MUST BE A MEMBER OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS TO BE A MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A OF THE THREE UNION TRUSTEES, THE BUSINESS MANAGER AND THE PRESIDENT ARE ELECTED. THE PRESIDENT THEN APPOINTS THE OTHER UNION TRUSTEE. THE THREE EMPLOYER TRUSTEES ARE ALSO APPOINTED. FORM 990, PART VI, SECTION B, LINE 11B AUDITED FINANCIAL STATEMENTS ARE PROVIDED FOR APPROVAL TO THE GOVERNING BODY. THE 990 FORM IS APPROVED BY THE AUTHORIZED SIGNER. FORM 990, PART VI, SECTION B, LINE 12C THERE ARE NO TRANSACTIONS WITH TRUSTEES AND/OR THEIR COMPANIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. PART VII SECTION A: EMPLOYER AND UNION TRUSTEES SERVE VOLUNTARILY AND MAY BE APPOINTED BY THEIR APPLICABLE ORGANIZATION. SALARY AND BENEFITS FOR CERTAIN TRUSTEES ARE PAID IN THEIR CAPACITY AS OFFICERS/EMPLOYEES OF THEIR RESPECTIVE ORGANIZATION AND ARE DISCLOSED ON THEIR FORM 990 FILINGS. FORM 990, PART XII, LINE 2C NO CHANGE FROM THE PRIOR YEAR. IBEW LOCAL NO 236 ANNUITY PLAN 3000 TROY-SCHENECTADY ROAD SCHENECTADY NY 12309 518070174 PROVIDE ANNUITY BENEFITS TO MEMBERS NY 1 401-1 N/A 0 IBEW LOCAL NO 236 PENSION PLAN 3000 TROY-SCHENECTADY ROAD SCHENECTADY NY 12309 141490934 PROVIDE PENSION BENEFITS TO MEMBERS NY 1 401-1 N/A 0 IBEW LOCAL UNION NO 236 3000 TROY-SCHENECTADY ROAD SCHENECTADY NY 12309 141810970 SPONSORING ORGANIZATION (UNION) NY 501(C)(5) N/A 0 IBEW LOCAL NO 236 BUILDING CORP 3000 TROY-SCHENECTADY ROAD SCHENECTADY NY 12309 223745720 LEASES FACILITY TO LOCAL UNION NO. 236 BENEFIT FUNDS NY 501(C)(2) N/A 0 22ND CENTURY TECHNOLOGIES INC CONTRIBUTING EMPLOYER 0 ADIRONDACK CABLING INC CONTRIBUTING EMPLOYER 0 ALBANY ELECTRICAL CONTRACTORS CONTRIBUTING EMPLOYER 0 AMAHA ELECTRIC INC CONTRIBUTING EMPLOYER 0 ARCON ELECTRIC CONTRIBUTING EMPLOYER 0 B&D INDUSTRIES INC CONTRIBUTING EMPLOYER 0 BEKEN CONTRACTING SERVICES CONTRIBUTING EMPLOYER 0 BLACK & MCDONALD CONTRIBUTING EMPLOYER 0 BLANDING ELECTRIC CONTRIBUTING EMPLOYER 0 BOTT 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