2025-07-10T09:03:41-05:00 2024-09-30 470900880 Calibre CPA Group PLLC 230 West Monroe St Ste310 Chicago IL 60606 990 2023-10-01 426062181 NECA LOCAL 145 WELFARE FUND NECA 3097648080 1700 52ND AVENUE B MOLINE IL 61265 trent fletcher trustee 3097648080 2025-07-10 1 1 corey bilkey P00499751 3126550037 2023 2025-03-06 01:10:19Z 1700 52ND AVENUE B MOLINE IL 61265 34614859 0 X WWW.IBEWLOCAL145.COM X 1961 IL HEALTH & WELFARE BENEFITS 6 3 41 0 0 0 0 0 19086916 20389060 3082252 5062991 0 0 22169168 25452051 0 0 22110780 24031039 0 0 0 0 0 1636348 1750708 23747128 25781747 -1577960 -329696 51239362 56176197 40174256 42154149 11065106 14022048 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 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 3 0 1 41 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 JEFF KOEHLER 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 89304 55301 TRENT FLETCHER TRUSTEE 3.00 40.00 X 0 89304 55301 AUSTIN ROOT TRUSTEE 3.00 3.00 X 0 664 0 KEVIN KOEHLER TRUSTEE 3.00 X 0 0 0 0 179272 110602 0 0 0 0 BLUE CROSS BLUE SHIELD OF ILLINOIS 300 EAST RANDOLPH STREET CHICAGO IL 60601 CLAIMS PAYMENT ADMINISTRATOR 451242 TRUENORTH COMPANIES 500 1ST STREET SE CEDAR RAPIDS IA 52401 FUND ADMIN AND CONSULTING FEES 340546 MIDWEST ASSOCIATION OF HEALTH & WELFARE 3910 LILLIE AVE DAVENPORT IA 52806 CLAIMS PAYMENT ADMINISTRATOR 218120 MEDONE 1590 UNIVERSITY AVE DUBUQUE IA 52001 CLAIMS PAYMENT ADMINISTRATOR 136238 telligen 1776 west lakes parkway des moines IA 50266 case management 121189 5 EMPLOYER CONTRIBUTIONS 900099 18265840 18265840 PARTICIPANT CONTRIBUTIONS 900099 2123220 2123220 20389060 2430038 2430038 11795761 9162808 2632953 2632953 2632953 25452051 20389060 0 5062991 24031039 352508 29284 24527 37372 1235836 29558 8416 4753 28454 25781747 929982 -1135 5977828 6622739 1987008 2447188 40088 36220 42136158 46931030 168298 140155 51239362 56176197 136281 62111 240904 86160 39797071 42005878 40174256 42154149 X 0 0 0 0 11065106 14022048 11065106 14022048 51239362 56176197 -329696 3286638 0 X X 0 1 X 1 0 0 RESERVE FOR BANKED DOLLARS 27723666 RESERVE FOR UNREPORTED CLAIMS 1061822 RESERVE FOR HEALTH CLAIMS PAYABLE 691470 ACCUM BALANCE IN HRA ACCOUNTS 12507011 DUE TO AFFILIATED FUNDS 21909 42005878 X 28701317 3286638 3286638 25414679 37372 37372 25452051 23555817 0 23555817 37372 2188558 2225930 25781747 Part X, Line 2: AS OF SEPTEMBER 30, 2023, 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, 2023, THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO THE FISCAL YEAR ENDED SEPTEMBER 30, 2020. Part XII, Line 4b - Other Adjustments: INCREASE (DECREASE) IN ACCUMULATED DOLLARS IN MEMBERS ACCOUNTS 2,092,623. INCREASE (DECREASE) IN CLAIMS INCURRED BUT NOT REPORTED 287,429. INCREASE (DECREASE) IN HEALTH CLAIMS PAYABLE -191,494. 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 2129773 9908 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 Acamard Technologies Inc Acme Sign Co Inc Advantage Electric Advantage Point Group Allied Power Services AMP Electrical Services Inc Associated Electrical Contractors LLC Atlantic Plant Maintenance Atlas Electric & Control Inc Barcom Inc Berry Electric Contracting Control Installations of Iowa Inc Crawford Company Davenport Electric Efficient Electric Electric Doctor Electric Service of Clinton Electrical Builders ESCO Electric Co Ficek Electric Frank Millard & Company Inc Halm Electrical Contracting Inc Hawkeye Electric Helm Electric Facility Solutions Inc JW Koehler Electric Inc JF Edwards Construction Co Kaiser Electrical Contractors Inc Lakewood Electric & Generator Service Inc Legacy Solar LLC Liberty Electric of the QC Inc Lighting Maintenance Maquoketa Municipal Electric Utility Mechanical Service Inc Nelson Electric Co Paulson Electric Co PIPECO Electric Inc Premier Electrical Services Quad Cities Chapter NECA Quad City Electrical JATC Quinn Electric Rock River Electric Inc Roy Keith Electric Co Russell Electric Ltd Ruyle Mechanical Services Inc Seico Security Tech Solutions LLC Technical Solutions & Services Teufel Hunden Electronics Inc Thaddeus H Electric The State Group Industrial (USA) Limited Thompson Electronics Company Tri City Electric Van Ert Electric Winger Companies Bodine Electric of Decatur Central Illinois Electrical Services LLC Hart Electric Inc Heart Technologies Inc KW Construction Services LLC Lumos Electric dba Dave Bessine Electric Pals Electric Inc Quick Electrical Contractors Inc Tomahawk Communications LTD Zeller Electric Inc 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0