2024-05-14T10:16:09-05:00 2023-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 101 SOUTH 5TH STREET STE 2100 LOUISVILLE KY 40202 990 2022-07-01 610605310 ELECTRICAL WORKERS LOCAL 369 BENEFIT FUND ELEC 5026352611 906 MINOMA AVENUE LOUISVILLE KY 40217 RICKY GEORGE JR CHAIRMAN 5026352611 2024-04-29 1 RICKY GEORGE JR 999009999 1 ELEANOR A LIVINGSTON CPA MST P00226461 8885871719 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z RICKY GEORGE JR 906 MINOMA AVENUE LOUISVILLE KY 40217 73949375 0 X WWW.369BENEFITFUNDS.COM X 1976 KY PROVISION OF HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. 8 8 84 8 0 0 0 0 31062095 40214863 3884155 116064 536846 117607 35483096 40448534 0 0 31384585 32087447 610326 632940 0 0 0 930617 787278 32925528 33507665 2557568 6940869 79151989 88412699 613476 638140 78538513 87774559 PROVISION OF HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 EMPLOYEE BENEFIT PLAN PROVIDING BENEFITS FOR DEATH, ACCIDENTAL DEATH AND DISMEMBERMENT, MEDICAL CARE, PRESCRIPTION DRUG, HEARING, AND WEEKLY DISABILITY FOR MEMBERS AND RETIREES OF IBEW 369, THEIR DEPENDENTS AND RELATED EMPLOYEES. 0 0 0 0 0 0 0 0 0 1 1 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 64 0 1 84 1 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 X STAR RAINES 5026352611 906 MINOMA AVENUE LOUISVILLE KY 40217 X MATTHEW LONGWORTH TRUSTEE 1.00 X 0 0 0 RICKY GEORGE JR TRUSTEE 1.00 X 0 0 0 LARRY WENDLER TRUSTEE 1.00 X 0 0 0 DAVID GROSS TRUSTEE 1.00 X 0 0 0 JOSH QUINN TRUSTEE 1.00 X 0 0 0 STEVE PETERS TRUSTEE 1.00 X 0 0 0 ED DEVINE IV TRUSTEE 1.00 X 0 0 0 HAYNES PERRY IV TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 ANTHEM PO BOX 951254 CLEVELAND OH 44193 ADMIN FEES 856726 SEGAL 101 N WACKER DR SUITE 500 CHICAGO IL 60606 CONSULTING SERVICES 139287 2 EMPLOYER CONTRIBUTIONS 900099 36938229 36938229 EMPLOYEE CONTRIBUTIONS 900099 3276634 3276634 40214863 2079512 2079512 31537393 33500841 -1963448 -1963448 -1963448 OTHER REVENUE 900099 117607 117607 117607 40448534 40332470 0 116064 32087447 408440 73770 118881 31849 72969 34995 246596 171252 92519 84647 5836 2222 2118 19844 EQUIPMENT RENTAL 21834 MISCELLANEOUS 20106 PCORI TAX 11249 OTHER TAXES 1091 33507665 914936 3637456 1045585 539656 3187638 4736083 319182 302073 14692 17109 62635342 64176601 11353796 15305794 79151989 88412699 310473 322641 303003 315499 613476 638140 X 78538513 87774559 78538513 87774559 79151989 88412699 6940869 2295177 0 X X 0 1 X 1 0 2500 2500 108462 101364 7098 74781 71594 3187 133439 129115 4324 17109 REAL ESTATE FUNDS 15305794 F 15305794 X 42743711 2295177 2295177 40448534 0 40448534 33507665 0 33507665 0 33507665 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE ("IRC"), AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE IRS, AND THE PLAN ADMINISTRATOR AND THE PLAN'S TAX COUNSEL BELIEVE THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JUNE 30, 2023 AND 2022, THERE ARE NO UNCERTAIN TAX 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 TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC COPY OF FORM 990 IS PROVIDED TO THE GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILALBE ON REQUEST. FORM 990, PART VI, SECTION B LINE 15: THE ORGANIZATION DOES NOT COMPENSATE A CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIAL, OFFICERS OR KEY EMPLOYEES. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. THE ORGANIZATION'S BOARD CONTINUES TO SELECT THE INDEPENDENT ACCOUNTANT. THE BOARD MEETS WITH THE INDEPENDENT AUDITOR AT THE CONCLUSION OF THE ANNUAL AUDIT. 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