2022-04-11T08:54:47-05:00 2021-06-30 271235638 MCM CPAS & ADVISORS LLP 462 SOUTH 4TH STREET SUITE 2600 LOUISVILLE KY 40202 990 2020-07-01 610605310 ELECTRICAL WORKERS LOCAL 369 BENEFIT FUND ELEC 5026352611 906 MINOMA AVENUE LOUISVILLE KY 40217 RICKY GEORGE JR CHAIRMAN 5026352611 2022-03-29 1 RICKY GEORGE JR 999009999 THERESA BATLINER CPA P00543162 5027491900 2022-03-29 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z RICKY GEORGE JR 906 MINOMA AVENUE LOUISVILLE KY 40217 70391931 0 X WWW.369BENEFITFUNDS.COM X 1976 KY PROVISION OF HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. 8 8 76 8 0 0 0 0 27373463 28420552 3115865 4029776 156026 173547 30645354 32623875 0 0 27605091 27668709 532625 545686 0 0 0 789412 743958 28927128 28958353 1718226 3665522 77935208 85406133 1207565 640731 76727643 84765402 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 51 0 1 76 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 SEGAL 101 N WACKER DR SUITE 500 CHICAGO IL 60606 CONSULTING SERVICES 102919 1 EMPLOYER CONTRIBUTIONS 900099 25501952 25501952 EMPLOYEE CONTRIBUTIONS 900099 2918600 2918600 28420552 1796886 1796886 40000946 37768056 2232890 2232890 2232890 OTHER REVENUE 900099 173547 173547 173547 32623875 28594099 0 4029776 27668709 368153 52311 94740 30482 87018 38360 236768 126220 93675 98106 8078 9425 4614 16024 EQUIPMENT RENTAL 13943 PCORI TAX 10825 OTHER TAX 902 28958353 2472605 1854733 1342744 1945426 2325448 2891159 308838 299828 13624 9010 34571090 71516220 37209697 7189585 77935208 85406133 1052126 344831 155439 295900 1207565 640731 X 76727643 84765402 76727643 84765402 77935208 85406133 3665522 4372237 0 X X 0 1 X 1 0 2500 2500 108462 103876 4586 64437 62513 1924 133439 133439 0 9010 REAL ESTATE FUNDS 7189585 F 7189585 X 36996112 4372237 4372237 32623875 0 32623875 28958353 0 28958353 0 28958353 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, 2021 AND 2020, 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 BELTLINE ELECTRIC COINC BMV ELECTRIC LLC BROADWAY ELECTRIC SERVICECORP BYRON ELECTRIC DIVISION OF UNI CAPITAL ELECTRIC INC DEBRA-KUEMPEL SERVICE DELTA SERVICES LLC DIECKS ELECTRIC CO DIXON ELECTRICAL SYSTEMS EIGHTH DIST ELEC BENEFIT FUND ELE WELFARE TRST FUND LOC 26 ELE WORKER H&W FUND ELEC WORKERS BENE TRUST FUND ELEC WORKERS INSURANCE FUND ELEC-TECH SERVICES INC ELECTRICAL CERTIFICATIONINC ELITE ELECTRICAL CONSTRUCTION( ERMCO INC ESI INC FENTON ELECTRIC CO GLENWOOD ELECTRIC INC GOOCH ELECTRIC INC GREATER LOU BUILDING TRADE &CO GT ELECTRIC LLC HARRISON ELEC WORKERS TRUST FU HENDERSON SERVICES LLC HERRICK ELEC MOTOR SHOP HERRICK ELECTRIC CO INC HOOSIER INDUSTRIAL ELEC HUNT ELECTRIC COMPANY HYBRID ELECTRICAL SOLUTIONS HYLAND ELECTRIC INC IBEW 332 H&W TRUST FUND IBEW 613 FAMILY HEALTH PLAN IBEW LOC 1249 INSURANCE FUND IBEW LOCAL 1 H & W FUND IBEW LOCAL 126 H&W TRUST FUND IBEW LOCAL 22 NECA H&W PLAN IBEW LOCAL 347 H&W FUND IBEW LOCAL 683 H&W PLAN IBEW LOCAL 712 WELFARE TRUST IBEW LOCAL 915 H&W FUND IBEW LOCAL NO 176 IBEW LOCAL UNION 369 IBEW LU 701 GENERAL WELFARE IBEW NECA 1579 HEALTH PLAN IBEW-NECA SWRN HLTH & BEN PLN INTEGRATED POWER & TECHNOLOGY INTERTECH MECHANICAL SERVICES J F SHEA CONSTRUCTION INC J GEORGE SOLUTIONS INC JAMES H DREW CORP K&B ELECTRICAL SERVICES INC KAEC KAISER ELECTRICAL CONTRACTORS KENTUCKIANA ELECTRICAL SERVICE KY STATE BUILDING & CONS TRADE L G FOX INC LASWELL ELEC CO LAWSON INDUSTRIAL INC LINE CONST BENEFIT FUND LINK ELECTRIC CO INC LOC 1049 CRAFT H&W FUND LOC UNION 9 HEALTH & WELFARE P LOCAL #212 H&W & PENSION PLAN LOCAL 666 BENEFIT TRUST FUND 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 MICHIGAN ELE EMPL HEALTH PLAN MIDWESTERN ELECTRIC INC MJ ELECTRIC MOUNTS ELECTRIC INC MUENCH ELECTRICAL SERVICES MVH ELECTRICAL SERVICES LLC NECA FAMILY MEDICAL CARE PLAN NECA IBEW FAMILY MED NECA IBEW FAMILY MEDICAL NECA IBEW FAMILY MEDICAL CARE NECA IBEW LOC 176 H&W FUND NECA IBEW LOCAL 364 WELFARE NECA IBEW TRUST FUNDS NECA IBEW WELFARE TRUST NECA-IBEW WELFR TRST FND NEW ENGLAND ELE BEN FUND NEW ENGLAND ELEC BENEFIT FUND ORACLE PACKAGINGLLFLEX PARSONS ELECTRIC LLC PERSONNEL BEN & RETIRE FUND POWER TECH ELECTRIC CO LLC PRITCHARD ELECTRIC COINC READY ELECTRIC CO RIVERSIDE ELECTRICAL CONT INC SACHS ELECTRIC COMPANY SAN FRANCISCO ELEC WORKERS SAN MATEO ELEC HEALTH PLAN STANDARD ELECTRIC CO STEUBENVILLE ELECTRICAL WELFAR 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 WISCONSIN ELE H&W FUND WSTRN PA ELEC EMP INS TRST FND 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1