2023-04-26T10:14:35-05:00 2022-06-30 271235638 MCM CPAS & ADVISORS LLP 462 SOUTH 4TH STREET SUITE 2600 LOUISVILLE KY 40202 990 2021-07-01 610605310 ELECTRICAL WORKERS LOCAL 369 BENEFIT FUND ELEC 5026352611 906 MINOMA AVENUE LOUISVILLE KY 40217 RICKY GEORGE JR CHAIRMAN 5026352611 2023-04-24 1 RICKY GEORGE JR 999009999 THERESA BATLINER CPA P00543162 5027491900 2023-04-24 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z RICKY GEORGE JR 906 MINOMA AVENUE LOUISVILLE KY 40217 73490615 0 X WWW.369BENEFITFUNDS.COM X 1976 KY PROVISION OF HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. 8 8 89 8 1993427 0 0 0 28420552 31062095 4029776 3884155 173547 536846 32623875 35483096 0 0 27668709 31384585 545686 610326 0 0 0 743958 930617 28958353 32925528 3665522 2557568 85406133 79151989 640731 613476 84765402 78538513 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 61 0 1 89 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 KEVIN KAZUNAS 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 767404 SEGAL 101 N WACKER DR SUITE 500 CHICAGO IL 60606 CONSULTING SERVICES 196340 2 EMPLOYER CONTRIBUTIONS 900099 27796138 27796138 EMPLOYEE CONTRIBUTIONS 900099 3265957 3265957 31062095 1890728 1890728 40000946 38007519 1993427 1993427 1993427 OTHER REVENUE 900099 536846 536846 536846 35483096 31598941 1993427 1890728 31384585 421778 61309 102678 24561 273537 99732 40448 217639 78630 52396 8225 10216 128 21648 MISCELLANEOUS 94089 EQUIPMENT RENTAL 21731 PCORI TAX 11140 OTHER TAXES 1058 32925528 1854733 914936 1945426 1045585 2891159 3187638 314648 299956 9010 14692 71516220 62635342 7189585 11353796 85406133 79151989 344831 310473 295900 303003 640731 613476 X 84765402 78538513 84765402 78538513 85406133 79151989 2557568 -8784457 0 X X 0 1 X 1 0 2500 2500 108462 101380 7082 70247 70247 0 133439 128329 5110 14692 REAL ESTATE FUNDS 11353796 F 11353796 X 26698639 -8784457 -8784457 35483096 0 35483096 32925528 0 32925528 0 32925528 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, 2022 AND 2021, 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. 4TH DISTRICT IBEW HEALTH FUND ADVANCED ELEC SYSTEMS INC AECOM ENERGY & CONSTRUCTION IN AECON INDUSTRIAL MANAGEMENT LT ALPHA MECHANICAL SERVICEINC AP ELECTRIC B & J ELECTRIC CO INC BANTA ELEC CONTRACTORS INC BELTLINE ELECTRIC COINC BMV ELECTRIC LLC BMWC CONSTRUCTORS INC BROADWAY ELECTRIC SERVICECORP BYRON ELECTRIC DIVISION OF UNI CAPITAL ELECTRIC INC COMPLETELY WIRED INC DEBRA-KUEMPEL SERVICE DELTA SERVICES LLC DIECKS ELECTRIC CO ELE INSURANCE TRUSTEE H&W ELEC-TECH SERVICES INC ELECTRIC PLUS INC ELECTRICAL CERTIFICATIONINC ELITE ELECTRICAL CONSTRUCTION( ERMCO INC ESI INC FENTON ELECTRIC CO GLENWOOD ELECTRIC INC GOOCH ELECTRIC INC GRAHAM INDUSTRIAL MAINTENANCE GREATER LOU BUILDING TRADE &CO GT ELECTRIC LLC GUARANTEE ELECTRICAL CONSTRUCT GUARANTEE ELECTRICAL CONTRACTI GULU ELECTRIC INC HARRISON ELEC WORKERS TRUST FU HENDERSON SERVICES LLC HERRICK ELECTRIC CO INC HOOSIER INDUSTRIAL ELEC HUNT ELECTRIC COMPANY HYBRID ELECTRICAL SOLUTIONS HYLAND ELECTRIC INC I B ABEL INC IBEW LOCAL 683 H&W PLAN IBEW LOCAL UNION 369 INTEGRATED POWER & TECHNOLOGY INTERTECH MECHANICAL SERVICES J F SHEA CONSTRUCTION INC J GEORGE SOLUTIONS INC JAMES H DREW CORP K&B ELECTRICAL SERVICES INC KAISER ELECTRICAL CONTRACTORS KALIBER ELECTRIC LLC KENTUCKIANA ELECTRICAL SERVICE KY STATE BUILDING & CONS TRADE L G FOX INC LASWELL ELEC CO LAWSON INDUSTRIAL INC LINK ELECTRIC CO INC LONG-WALKER ELECTRICAL SERVICE LOU METRO PUBLIC WORKS DEPT LOUISVILLE ELECTRICAL JATC LUCAS GENERAL CONTRACTING MAG INDUSTRIAL LLC MAHONING & TRUMBULL CO #573 MAJESTIC ELECTRIC INC MASTER ELECTRICAL SERVICES INC MEINERS ELECTRIC MOUNTS ELECTRIC INC MUENCH ELECTRICAL SERVICES MVH ELECTRICAL SERVICES LLC NATIONAL CONDUCTOR CONSTRUCTOR NECA IBEW LOCAL 364 WELFARE NECA-IBEW WELFR TRST FND PARSONS ELECTRIC LLC PAYNECREST ELECTRIC PERSONNEL BEN & RETIRE FUND POWER TECH ELECTRIC CO LLC PRECISION ELECTRICAL CONTRACTO PRITCHARD ELECTRIC COINC READY ELECTRIC CO RED ROVER ELECTRIC LLC RIVERSIDE ELECTRICAL CONT INC SLIFCO ELECTRIC LLC STANDARD ELECTRIC CO STERLING BOILER & MECHANICAL STORMS MCMULLEN ELEC SUPERIOR ELECTRIC GREAT LAKES TENNESSEE ASSOCIATED ELECTRIC THE STATE GROUP INDUSTRIAL (US TOLEDO ELEC WELFARE FUND TOTAL CONCEPT ELECTRIC INC TRADE MARK INDUSTRIAL LLC UNITED ELECTRIC CO VERTICAL ELECTRIC LLC WHITEHEAD ELEC COMPANY INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1