2025-05-13T08:44:09-05:00 2024-06-30 310800053 CLARK SCHAEFER HACKETT & CO 1656 HENTHORNE DR SUITE 400 MAUMEE OH 43537 990 2023-07-01 316084151 IBEW LOCAL 82 HEALTH & WELFARE C/O AMERICAN BENEFIT CORP IBEW 8007786118 3150 US ROUTE 60 ONA WV 25545 JESSICA MORRISON PLAN ADMINISTRATOR 8007786118 2025-05-09 1 1 KRISTI L LEETH P00182413 4198412848 2025-05-09 2023 2025-03-06 01:10:19Z JESSICA MORRISON 3150 US ROUTE 60 ONA WV 25545 40918505 0 X N/A X EMP BEN PLAN 1967 OH TO PROVIDE HEALTH, PRESCRIPTION AND DEATH BENEFITS TO COVERED MEMBERS, RETIREES AND DEPENDENTS. 8 8 0 12 1764024 0 0 0 16392570 17320474 836257 1764024 0 0 17228827 19084498 0 0 13363161 15988630 0 5933 0 0 0 1236876 1359487 14600037 17354050 2628790 1730448 33174101 36581496 135861 235743 33038240 36345753 TO PROVIDE HEALTH, PRESCRIPTION AND DEATH BENEFITS TO COVERED MEMBERS, RETIREES AND DEPENDENTS. 0 0 PROVIDED SELF FUNDED HEALTH INSURANCE BENEFITS, AS WELL AS FULLY INSURED LIFE AND DISABILITY BENEFITS AND SUPPLEMENTAL MEDICARE COVERAGE TO ELIGIBLE PARTICIPANTS, DEPENDENTS, AND RETIREES OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 82. 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 1 X 15 0 1 0 1 1 0 0 0 0 0 0 0 X 8 8 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X JESSICA MORRISON 3047813921 3150 US ROUTE 60 ONA WV 25545 MARK POEPPELMEIER CHAIRMAN 2.00 X 0 0 0 JACK LOHBECK SECRETARY 2.00 X 0 0 0 JAMES A FORTKAMP TRUSTEE 2.00 X 0 0 0 JEFF MCGUFFEY TRUSTEE 2.00 X 0 0 0 JEROME WELLING TRUSTEE 2.00 X 0 0 0 SHANNON MAYENSCHEIN TRUSTEE 2.00 X 0 0 0 CARTER HARRISON TRUSTEE 2.00 X 0 0 0 WARREN CRAPORT TRUSTEE 2.00 X 0 0 0 JEFFREY SERRER ALT. TRUSTEE 2.00 X 0 0 0 JUSTIN WELLING ALT. TRUSTEE 2.00 X 0 0 0 ANDREW HUDSON ALT. TRUSTEE 2.00 X 0 0 0 TOM ANDERSON ALT. TRUSTEE 2.00 X 0 0 0 KEYBANK INSTITUTIONAL TRUSTEE 1.00 X 5933 0 0 5933 0 0 0 0 0 0 SAV-RX PRESCRIPTION SERVICES 224 NORTH PARK AVENUE FREMONT NE 68025 HEALTH INSURANCE SERVICES 1459252 THE UNION LABOR LIFE INSURANCE COMPANY 8406 COLESVILLE RD SILVER SPRING MD 20910 HEALTH INSURANCE SERVICES 554019 AMERICAN BENEFIT CORPORATION 3150 US ROUTE 60 ONA WV 255459507 PLAN MANAGEMENT AND OPERATION 507169 PRUDENTIAL FINANCIAL 751 BROAD ST PRUDENTIAL PLAZA NEWARK NJ 07102 LIFE INSURANCE SERVICES 224566 LABOR FIRST 3000 MIDLANTIC DRIVE SUITE 101 MOUNT LAUREL NJ 08054 HEALTH INSURANCE SERVICES 216046 5 EMPLOYER CONTRIBUTION 525100 16730861 16730861 PARTICIPANT CONTRIBUTION 525100 589613 589613 17320474 956610 956610 22641421 21834007 807414 807414 807414 19084498 17320474 1764024 0 15988630 5933 63010 28998 34234 69000 36701 25049 CLAIMS ADMIN FEES 1047452 PRINTING 16120 CASE MANAGEMENT 12770 MISCELLANEOUS 11145 15008 17354050 954434 416163 1080934 1411860 1595309 2394157 19821 19821 29523603 32339495 33174101 36581496 135861 235743 135861 235743 X 0 0 0 0 33038240 36345753 33038240 36345753 33174101 36581496 1730448 1577065 0 X X 0 1 X 1 0 0 X 20627329 1577065 1577065 19050264 34234 34234 19084498 17319816 0 17319816 34234 34234 17354050 PART X, LINE 2: THE VEBA TRUST FUNDING THE BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE DATED APRIL 11, 2011, STATING THAT THE TRUST IS TAX-EXEMPT UNDER PROVISIONS SUBSEQUENTLY CODIFIED UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN FISCAL 2024 AND 2023 FOR UNRELATED BUSINESS TAXABLE INCOME. FORM 990, PART V, LINE 2A THE PLAN REPORTS PARTICIPANTS ON FORM W-3 RELATED TO DISABILITY PAYMENTS, WHICH ARE CLASSIFIED AS BENEFIT EXPENSE. THE TRUSTEES UTILIZE A THIRD PARTY ADMINISTRATOR FOR DAILY OPERATIONS OF THE PLAN AS SUCH, THE PLAN HAS NO EMPLOYEES. FORM 990, PART VI, SECTION A, LINE 2 TRUSTEE JEROME WELLING AND ALTERNATE TRUSTEE JUSTIN WELLING HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES TO REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST ARE DETAILED IN PROHIBITED TRANSACTIONS UNDER ERISA. IN ADDITION, THE PLAN ALSO HAS A SEPERATE POLICY IN PLACE. THE PLAN'S LEGAL COUNSEL CONTINUALLY MONITORS THE PLAN AND ITS TRUSTEES FOR POSSIBLE CONFLICTS OF INTEREST. A MEMBER OF THE PLAN'S LEGAL COUNSEL ATTENDS EACH MEETING OF THE TRUSTEES AND MONITORS ON AN "AS NEEDED" BASIS FOR ACTIVITY THAT COULD GIVE RISE TO POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 5500 IS AVAILABLE TO THE PUBLIC THROUGH FREE ERISA AND THE DEPARTMENT OF LABOR WEBSITES. THE PLAN PROVIDES INFORMATION RETURNS UPON WRITTEN REQUEST. GOVERNING DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990 PART XII LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS PROCESS FROM THE PRIOR YEAR. 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