2025-11-15T15:49:59-06:00 2024-12-31 222951202 MSPC CPAS & ADVISORS PC 340 NORTH AVENUE EAST CRANFORD NJ 070162496 990 2024-01-01 223693537 IBEW LOCAL 269 WELFARE FUND C/O IE SHAFFER & CO IBEW 6097181323 830 BEAR TAVERN ROAD WEST TRENTON NJ 08628 STEPHEN ALDRICH TRUSTEE 6097181323 2025-11-15 1 1 PATRICK M TROMBETTA CPA P00450410 9082727000 2024 2025-03-06 01:10:19Z STEPHEN ALDRICH 830 BEAR TAVERN ROAD PO BOX 1028 WEST TRENTON NJ 08628 31470152 0 X N/A X 2000 NJ TO PROVIDE GROUP HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTS. 6 6 0 0 0 0 0 0 24893991 28636847 900033 1087460 2870314 1745845 28664338 31470152 0 0 25760699 26392685 0 0 0 0 0 539037 639661 26299736 27032346 2364602 4437806 40597999 48493255 2870479 3911632 37727520 44581623 TO PROVIDE GROUP HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTS. 0 0 TO PROVIDE GROUP HEALTH BENEFITS FOR ELIGIBLE 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 1 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 X IE SHAFFER & CO 6097181323 830 BEAR TAVERN ROAD WEST TRENTON NJ 08628 WAYNE P DEANGELO TRUSTEE 1.00 X 0 247248 100012 GINO A PASQUALONE TRUSTEE 1.00 X 0 247247 107500 STEPHEN M ALDRICH TRUSTEE 1.00 X 0 279513 115546 MICHAEL NIELSEN TRUSTEE 1.00 X 0 0 0 TIMOTHY BRYAN JR TRUSTEE 1.00 X 0 0 0 JOSEPH KNECHT JR TRUSTEE 1.00 X 0 0 0 0 774008 323058 0 0 1 0 IE SHAFFER & CO 830 BEAR TAVERN ROAD WEST TRENTON NJ 08628 THIRD PARTY ADMINISTRATOR 474897 AETNA LIFE INSURANCE CO 151 FARMINGTON AVENUE HARTFORD CT 06103 ADMINISTRATIVE FEES 378097 CAPITAL RX INC 228 PARK AVENUE SOUTH SUITE 87234 NEW YORK NY 10003 ADMINISTRATIVE FEES 212077 3 EMPLOYERS' CONTRIBUTIONS 525100 26564227 26564227 RETIREES CONTRIBUTIONS 525100 1923880 1923880 PARTICIPANTS COBRA CONTRIBUTIONS 525100 148740 148740 28636847 1087460 1087460 REBATE REIMBURSEMENTS 900099 1742574 1742574 MISCELLANEOUS INCOME 900099 2724 2724 STOP LOSS REIMBURSEMENTS 900099 547 547 1745845 31470152 30382692 0 1087460 26392685 35283 65275 20164 494147 11738 3492 PCORI FEE 7483 EDUCATIONAL CONFERENCES 2079 27032346 2369259 2050492 26040 536176 2516466 3613351 33546084 40432861 933886 924896 1206264 935479 40597999 48493255 168101 146380 2702378 3765252 2870479 3911632 X 0 0 0 0 0 0 37727520 44581623 40597999 48493255 4437806 2416297 0 X X 0 1 X 1 0 0 BENEFIT OBLIGATIONS PAYABLE 2722533 RECIPROCALS PAYABLE 1042719 3765252 X 32123164 2416297 2416297 29706867 20164 1743121 1763285 31470152 24820343 -1743121 -1743121 26563464 20164 448718 468882 27032346 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 SPONSOR BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE 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 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: STOP LOSS REIMBURSEMENTS 547. REBATE REIMBURSEMENTS 1,742,574. PART XII, LINE 2D - OTHER ADJUSTMENTS: STOP LOSS REIMBURSEMENTS -547. REBATE REIMBURSEMENTS -1,742,574. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS PAYABLE 448,718. X 0 0 0 STEPHEN M ALDRICH TRUSTEE 0 279513 0 0 0 0 0 83809 0 31737 0 395059 0 0 GINO A PASQUALONE TRUSTEE 0 247247 0 0 0 0 0 74545 0 32955 0 354747 0 0 WAYNE P DEANGELO TRUSTEE 0 247248 0 0 0 0 0 74545 0 25467 0 347260 0 0 FORM 990, PART VI, SECTION A, LINE 2 STEPHEN ALDRICH, GINO PASQUALONE AND WAYNE DEANGELO ARE EMPLOYEES AND OFFICERS OF IBEW LOCAL UNION 269. FORM 990, PART VI, SECTION A, LINE 7A UNION TRUSTEES ARE APPOINTED BY IBEW LOCAL UNION 269 AND EMPLOYER TRUSTEES ARE APPOINTED BY THE SOUTHERN NEW JERSEY CHAPTER, INC. NATIONAL ELECTRIC CONTRACTORS ASSOCIATION WHO REPRESENTS THE EMPLOYERS HAVING A CONTRACTUAL RELATIONSHIP WITH THE UNION. FORM 990, PART VI, SECTION A, LINE 8B NO OTHER COMMITTEES EXIST WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS PROVIDED TO THE TRUSTEES FOR THEIR REVIEW AND COMMENT PRIOR TO ITS FILING. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION WILL PROVIDE A COPY OF FORM 990 UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE 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 LOCAL 269 ANNUITY FUND 658 SUITE B WHITEHEAD ROAD TRENTON NJ 08648 222393763 PROVIDES ANNUITY BENEFITS TO PARTICIPANTS NJ SECTION 401(A) N/A 0 IBEW LOCAL 269 JOINT APPRENTICESHIP TRAINING AND TRUST FUND 676 WHITEHEAD ROAD TRENTON NJ 08648 221839567 PROVIDES EDUCATION AND TRAINING TO PARTICIPANTS NJ SECTION 501(C)(3) N/A 0 IBEW LOCAL 269 PENSION FUND 658 SUITE B WHITEHEAD ROAD TRENTON NJ 08648 237301491 PROVIDES PENSION BENEFITS TO PARTICIPANTS NJ SECTION 401(A) N/A 0 IBEW LOCAL 269 SICK FUND 670 WHITEHEAD ROAD TRENTON NJ 08648 221019783 PROVIDES SICK BENEFITS TO PARTICIPANTS NJ SECTION 501(C)(9) N/A 0 IBEW LOCAL 269 WELFARE AND SUPPLEMENTAL FUND 658 SUITE B WHITEHEAD ROAD TRENTON NJ 08648 223611027 PROVIDES SUPPLEMENTAL HEALTH & WELFARE BENEFITS TO PARTICIPANTS NJ SECTION 501(C)(9) N/A 0 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO 269 670 WHITEHEAD ROAD TRENTON NJ 08648 210482996 LABOR UNION ORGANIZED TO REPRESENT ELECTRICAL WORKERS NJ SECTION 501(C)(5) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0