2026-07-14T15:12:13-05:00 2025-09-30 470900880 Calibre CPA Group PLLC 230 West Monroe St Ste310 Chicago IL 60606 990 2024-10-01 426062181 NECA LOCAL 145 WELFARE FUND NECA 3097648080 1700 52ND AVENUE B MOLINE IL 61265 trent fletcher trustee 3097648080 2026-07-14 1 1 corey bilkey P00499751 3126550037 2024 2025-03-06 01:10:19Z 1700 52ND AVENUE B MOLINE IL 61265 29702798 0 X WWW.IBEWLOCAL145.COM X 1961 IL HEALTH & WELFARE BENEFITS 6 3 48 0 0 0 0 0 20389060 21910183 5062991 3445394 0 0 25452051 25355577 0 0 24031039 26428695 0 0 0 0 0 1750708 1690367 25781747 28119062 -329696 -2763485 56176197 55789200 42154149 43421614 14022048 12367586 HEALTH & WELFARE BENEFITS 0 0 TO PROVIDE MEDICAL, DENTAL, VISION, LIFE AND LOSS OF TIME BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 0 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 1 1 0 0 1 3 0 1 48 1 0 0 0 0 0 0 0 0 X 6 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X RJ LEE LLP 3097648080 1700 52ND STREET SUITE B MOLINE IL 61265 BRANDON CURRIE TRUSTEE 3.00 X 0 0 0 TOM CIRCELLO TRUSTEE 3.00 X 0 0 0 JEREMY ROGERS TRUSTEE 3.00 40.00 X 0 93015 57150 TRENT FLETCHER TRUSTEE 3.00 40.00 X 0 93015 57150 AUSTIN ROOT TRUSTEE 3.00 3.00 X 0 650 0 HILARY SPENGLER TRUSTEE 3.00 X 0 0 0 KEVIN KOEHLER FORMER TRUSTEE 3.00 X 0 0 0 JEFF KOEHLER FORMER TRUSTEE 3.00 X 0 0 0 0 186680 114300 0 0 1 0 BLUE CROSS BLUE SHIELD OF ILLINOIS 300 EAST RANDOLPH STREET CHICAGO IL 60601 CLAIMS PAYMENT ADMINISTRATOR 518252 TRUENORTH COMPANIES 500 1ST STREET SE CEDAR RAPIDS IA 52401 FUND ADMIN AND CONSULTING FEES 358865 MIDWEST ASSOCIATION OF HEALTH & WELFARE 3910 LILLIE AVE DAVENPORT IA 52806 CLAIMS PAYMENT ADMINISTRATOR 204932 MEDONE 1590 UNIVERSITY AVE DUBUQUE IA 52001 CLAIMS PAYMENT ADMINISTRATOR 155521 TELLIGEN 1776 WEST LAKES PARKWAY DES MOINES IA 50266 CASE MANAGEMENT SERVICES 134594 5 EMPLOYER CONTRIBUTIONS 900099 19471275 19471275 PARTICIPANT CONTRIBUTIONS 900099 2438908 2438908 21910183 2928615 2928615 4864000 4347221 516779 516779 516779 25355577 21910183 0 3445394 26428695 362150 29758 27116 38494 1167514 32815 10447 1600 20473 28119062 -1135 337362 6622739 5461633 2447188 2206983 36220 36822 46931030 47636046 140155 110354 56176197 55789200 62111 16681 86160 193906 42005878 43211027 42154149 43421614 X 0 0 0 0 14022048 12367586 14022048 12367586 56176197 55789200 -2763485 1109023 0 X X 0 1 X 1 0 0 RESERVE FOR BANKED DOLLARS 28929716 RESERVE FOR UNREPORTED CLAIMS 824635 RESERVE FOR HEALTH CLAIMS PAYABLE 492857 ACCUM BALANCE IN HRA ACCOUNTS 12963819 43211027 X 26426106 1109023 1109023 25317083 38494 38494 25355577 26853510 0 26853510 38494 1227058 1265552 28119062 Part X, Line 2: AS OF SEPTEMBER 30, 2025, THERE WERE NO UNCERTAIN 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 THE TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS. AT SEPTEMBER 30, 2025, THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO THE FISCAL YEAR ENDED SEPTEMBER 30, 2022. Part XII, Line 4b - Other Adjustments: INCREASE (DECREASE) IN ACCUMULATED DOLLARS IN MEMBERS ACCOUNTS 1,662,858. INCREASE (DECREASE) IN CLAIMS INCURRED BUT NOT REPORTED -237,187. INCREASE (DECREASE) IN HEALTH CLAIMS PAYABLE -198,613. 0 0 0 JEREMY ROGERS TRUSTEE 0 92115 0 0 0 900 0 33500 0 23650 0 150165 0 0 TRENT FLETCHER TRUSTEE 0 92115 0 0 0 900 0 33500 0 23650 0 150165 0 0 Form 990, Part VI, Section B, line 11b THE FORM 990 IS REVIEWED BY THE TRUSTEES PRIOR TO FILING. Form 990, Part VI, Section B, line 12c THE BOARD OF TRUSTEES MONITOR POTENTIAL CONFLICTS OF INTEREST AT QUARTERLY BOARD MEETINGS. Form 990, Part VI, Section C, line 19 A SUMMARY ANNUAL REPORT IS DISTRIBUTED TO ALL PARTICIPANTS. PARTICIPANTS ARE ABLE TO REQUEST THE AUDITOR'S REPORT AND OTHER FINANCIAL INFORMATION FROM THE PLAN ADMINISTRATOR AND/OR THE US DEPARTMENT OF LABOR. ALSO, FORM 5500 IS OPEN TO PUBLIC INSPECTION THROUGH THE US DEPARTMENT OF LABOR. Form 990, Part XII, line 2c: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. NECA LOCAL NO 145 IBEW FAMILY MEDICAL CENTER llc 1700 52ND AVENUE MOLINE IL 61265 851922476 FAMILY MEDICAL CENTER FOR LOCAL 145 WELFARE PARTICIPANTS IL 1820934 9923 INTERNATIONAL BROTHERHOOD OF ELECT WORKERS #145 1700 52ND AVE STE A MOLINE IL 61265 361264215 IMPROVE CONDITION OF WORKERS IL 501(c)(5) 0 QUAD-CITY ELECTRICAL CONTRACTORS ASSOCIATION 2435 E KIMBERLY RD STE 15S BETTENDORF IA 52722 362203190 IMPROVE LABOR MGMT COOPERATION IA 501(c)(6) 0 A & G Electric Acme Electric Company Acme Sign Co Inc Advanced Data Technologies Inc Advantage Electric Advantage Point Group AE Electric LLC Allied Power Services AMP Electrical Services Inc Anderson Pump Service Inc Atlantic Plant Maintenance Atlas Electric & Control Inc Barcom Inc Broadway Electric Inc Central Illinois Electrical Services LLC Christenberry Systems & Alarm Company Inc Commercial Electric Inc Control Installations of Iowa Inc Crawford Company Cupertino Electric Inc Davenport Electric Efficient Electric Electric Doctor Electric Service of Clinton ESCO Electric Co Ficek Electric Frank Millard & Company Inc Hawkeye Electric Heart Technologies Inc Helm Electric Facility Solutions Inc JW Koehler Electric Inc Kaiser Electrical Contractors Inc Kilburn Electric KW Construction Servies LLC - SB L&F Electric Lakewood Electric & Generator Service Inc Legacy Solar LLC Liberty Electric of the QC Inc Lighting Maintenance Local Union #145 IBEW Lumos Electric dba Dave Bessine Electric Maquoketa Municipal Electric Utility Mechanical Service Inc Nelson Electric Co Pagoda Electric and Construction Inc Pals Electric Inc Paulson Electric Co PIPECO Electric Inc Premier Electrical Services Quad Cities Chapter NECA Quad City Electrical JATC Quick Electrical Contractors Inc Quinn Electric Rock River Electric Inc Roy Keith Electric Co Russell Electric Ltd Ruyle Mechanical Services Inc Sargent Electric Company Scheck Technical Services Seico Security Seither & Cherry Company Special Power Inc Tech Solutions LLC Teufel Hunden Electronics Inc The State Group Industrial (USA) Limited Thompson Electronics Company Tomahawk Communications LTD Tri City Electric Van Ert Electric Viking Electric Inc Waldinger Corporation DBA Munson Electric Westphal & Co Inc Winger Companies X Electric 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0