2025-11-14T13:33:46-06:00 2024-12-31 222951202 MSPC CPAS & ADVISORS PC 340 NORTH AVENUE EAST CRANFORD NJ 070162496 990 2024-01-01 221537766 JOINT WELFARE BOARD LOCAL #164 - IBEW INTE 9732284200 425 EAGLE ROCK AVENUE ROSELAND NJ 07068 ROBERT FARINA FUND ADMINISTRATOR 9732284200 2025-11-14 1 1 JON S GAGLIARDI CPA P00528721 9082727000 2024 2025-03-06 01:10:19Z ROBERT FARINA 204 EAGLE ROCK AVENUE ROSELAND NJ 07068 167690925 0 X N/A X 1952 NJ TO PROVIDE MEDICAL AND OTHER RELATED TYPE BENEFITS. 7 5 0 0 0 0 0 0 66652533 71123315 5278785 10417673 1680951 3891547 73612269 85432535 0 0 78877548 84119495 0 0 0 0 0 4067145 4134241 82944693 88253736 -9332424 -2821201 187903094 186731881 1568293 1383283 186334801 185348598 TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS COVERED UNDER THE COLLECTIVE BARAGAINING AGREEMENT. 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS. 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 782 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 5 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X FABIAN & BYRN LLC 9732284200 425 EAGLE ROCK AVE SUITE 105 ROSELAND NJ 07068 DANIEL GUMBLE UNION TRUSTEE 1.00 39.00 X 0 266045 159991 TOM SULLIVAN UNION TRUSTEE 1.00 39.00 X 0 230170 138632 CHRISTOPHER BIOLETTI UNION TRUSTEE 1.00 X 0 0 0 STANLEY JAWORSKI UNION TRUSTEE 1.00 X 0 0 0 JAMES ESTABROOK EMPLOYER TRUSTEE 1.00 X 0 0 0 TOM JOHNSTON EMPLOYER TRUSTEE 1.00 X 0 0 0 TERRY CRAIG EMPLOYER TRUSTEE 1.00 X 0 0 0 0 496215 298623 0 0 1 0 HORIZON BLUE CROSS PO BOX 15306 NEWARK NJ 07105 MEDICAL CLAIMS CONSULTANT 1760570 FABIAN & BYRN LLC 204 EAGLE ROCK AVENUE ROSELAND NJ 07068 THIRD PARTY ADMINISTRATOR 714647 CAPITAL RX INC 228 PARK AVENUE S SUITE 87234 NEW YORK NY 10003 MEDICAL CLAIMS CONSULTANT 585940 ZELIS CLAIMS INTEGRITY 2 CROSSROADS DRIVE BEDMINSTER NJ 07921 MEDICAL CLAIMS CONSULTANT 235351 RAMIREZ ASSET MANAGEMENT 61 BROADWAY NEW YORK NY 10006 INVESTMENT MANAGEMENT 154585 5 CONTRACTOR CONTRIBUTION 900099 69419307 69419307 MEMBER SELF-PAYMENTS 900099 1704008 1704008 71123315 5385053 5385053 87291010 82258390 5032620 5032620 5032620 REBATE REIMBURSEMENTS 900099 3891547 3891547 3891547 85432535 75014862 0 10417673 84119495 714647 66782 137194 350872 2732360 88757 13064 ACA PATENT CENTERED OUT 26729 ETRS FEES 2480 DUES 1356 88253736 4948852 3799547 6296560 5860413 173033400 173223124 3624282 3848797 187903094 186731881 370788 263037 1197505 1120246 1568293 1383283 X 0 0 0 0 186334801 185348598 186334801 185348598 187903094 186731881 -2821201 1834998 0 X X 0 1 X 1 0 0 BENEFIT OBLIGATIONS PAYABLE 692450 RECIPROCAL PAYABLE 427796 1120246 X 83052541 1834998 1834998 81217543 323445 3891547 4214992 85432535 83968594 -3891547 -3891547 87860141 323445 70150 393595 88253736 PART X, LINE 2: THE PLAN OBTAINED ITS LATEST DETERMINATION LETTER DATED ON NOVEMBER 17, 1952, IN WHICH THE IRS STATES THAT THE PLAN, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 4B - OTHER ADJUSTMENTS: REBATE REIMBURSEMENTS 3,891,547. PART XII, LINE 2D - OTHER ADJUSTMENTS: REBATE REIMBURSEMENTS -3,891,547. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS PAYABLE 70,150. X 0 0 0 DANIEL GUMBLE UNION TRUSTEE 0 266045 0 0 0 0 0 81307 0 78684 0 426036 0 0 TOM SULLIVAN UNION TRUSTEE 0 230170 0 0 0 0 0 70452 0 68180 0 368802 0 0 FORM 990, PART VI, SECTION B, LINE 11B BOARD MEMBERS ARE PROVIDED A CLIENT COPY FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 18 JOINT WELFARE BOARD'S CONSTITUION AND BYLAWS ARE AVAILABLE ON THE DEPARTMENT OF LABOR WEBSITE IN ADDITION TO BEING FURNISHED UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 JOINT WELFARE BOARD'S CONSTITUION AND BYLAWS ARE AVAILABLE ON THE DEPARTMENT OF LABOR WEBSITE IN ADDITION TO BEING FURNISHED UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND THE ELECTION OF INDEPENDENT ACCOUNTANTS. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. IBEW #164 ANNUITY FUND 204 EAGLE ROCK AVENUE ROSELAND NJ 07068 226031200 PROVIDE ANNUITY BENEFITS FOR LOCAL 164 MEMBERS NJ SECTION 401(A) 0 IBEW #164 PENSION FUND 204 EAGLE ROCK AVENUE ROSELAND NJ 07068 226031199 PROVIDE PENSION BENEFITS FOR LOCAL 164 MEMBERS NJ SECTION 401(A) 0 IBEW #164 APPRENTICESHIP FUND 65 WEST CENTURY ROAD PARAMUS NJ 07652 226029937 PROVIDE ELECTRICAL TRAINING FOR LOCAL 164 MEMBERS NJ SECTION 501(C)(3) SEC 170(B)(1)(A)(II) 0 IBEW #164 LMCC 204 EAGLE ROCK AVENUE ROSELAND NJ 07068 222693287 PROVIDE DRUG TESTING SERVICES FOR LOCAL 164 MEMBERS NJ SECTION 501(C)(5) 0 IBEW LOCAL UNION #164 205 ROBIN ROAD PARAMUS NJ 07652 221010190 PROMOTE THE WELL BEING OF MEMBERS BY PROVIDING A VARIETY OF PROGRAMS/SERVICE NJ SECTION 501(C)(5) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0