2016-05-16T00:00:00-05:00 2015-06-30 271235638 MOUNTJOY CHILTON MEDLEY LLP 462 S FOURTH ST SUITE 2600 LOUISVILLE KY 402023445 990 2014-07-01 610605310 ELECTRICAL WORKERS LOCAL 369 BENEFIT FUND ELEC 5026352611 906 MINOMA AVENUE LOUISVILLE KY 40217 RICKY GEORGE JR CHAIRMAN 5026352611 2016-05-16 1 BOB MORELAND CPA P00418596 5027491900 2014 2016-08-17 19:52:53Z STAR RAINES 906 MINOMA AVENUE LOUISVILLE KY 40217 40683459 0 X N/A X 1976 KY PROVISION OF HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. 8 8 73 8 0 0 0 0 20142114 24982899 1328343 1236138 2527 8856 21472984 26227893 0 0 16475597 19904782 182195 186394 0 0 0 713788 916915 17371580 21008091 4101404 5219802 45844260 51762720 803123 1393399 45041137 50369321 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 53 0 1 73 1 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X STAR RAINES 5026352611 906 MINOMA AVENUE LOUISVILLE KY 40217 X CHARLES P ESSEX TRUSTEE 1.00 X 0 0 0 MICHAEL CALLANAN JR 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 JOHN W TALLY TRUSTEE 1.00 X 0 0 0 JOHN MORRISON TRUSTEE 1.00 X 0 0 0 JAMES E STRANGE JR TRUSTEE 1.00 X 0 0 0 DAVID GROSS TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 ZENITH AMERICAN SOLUTIONS 502 EARTH CITY EXPRESSWAY SUITE 20 EARTH CITY MO 63045 ADMINISTRATIVE SERVICES 236028 THE SEGAL COMPANY 101 NORTH WACKER DRIVE SUITE 500 CHICAGO IL 606061724 CONSULTING SERVICES 155970 2 EMPLOYER CONTRIBUTIONS 900099 22758882 22758882 EMPLOYEE CONTRIBUTIONS 900099 2224017 2224017 24982899 978518 978518 14713186 14455566 257620 257620 257620 OTHER REVENUE 900099 8856 8856 8856 26227893 24982899 0 1244994 19904782 143435 27107 15852 52577 27975 133584 99614 107702 54725 9844 1806 447 21883 PCORI TAX 209381 ADMINSTRATIVE FEES 191654 MISCELLANEOUS 5723 21008091 4276151 4450477 1945727 3328292 120025 118535 275728 271859 4316 3869 24660694 26691865 14837347 17169682 45844260 51762720 620130 1255561 182993 137838 803123 1393399 X 45041137 50369321 45041137 50369321 45844260 51762720 5219802 108382 0 X X 0 1 X 1 0 38782 36282 2500 52985 51616 1369 74522 74522 0 109439 109439 0 3869 U.S. GOVERNMENT AND AGENCY SECURITIES 5067003 F CORPORATE BONDS AND NOTES 11971967 F OTHER FIXED INCOME INVESTMENTS 130712 F 17169682 X 26336275 108382 108382 26227893 0 26227893 21008091 0 21008091 0 21008091 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 IF THE ORGANIZATION 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. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2012. FORM 990, PART VI, SECTION B, LINE 11 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. DIECKS ELECTRIC CO IBEW LOCAL UNION 369 IBEW LOC 17 H & W FUND HENDERSON SERVICES LLC HERRICK ELECTRIC CO INC J GEORGE ELECTRIC CO LINK ELECTRIC CO INC MUENCH ELECTRICAL SERVICES READY ELECTRIC CO UNITED ELECTRIC CO LOUISVILLE ELECTRICAL JATC MEINERS ELECTRIC STANDARD ELECTRIC CO FENTON ELECTRIC CO PERSONNEL BEN & RETIRE FUND COOLEY & SPALDING BELCO ELECTRIC W & W ELECTRIC CO INDUSTRIAL CONTRACTORS INC ERMCO INC NKC CONVEYOR INSTALLATION CO MIDEASTERN ELECTRIC COMPANY BANTA ELEC CONTRACTORS INC MEL-KAY ELECTRIC CO MILLER-EADS C INC RIVERSIDE ELECTRICAL CONT INC MAJESTIC ELECTRIC INC ADVANCED ELEC SYSTEMS INC THE WAGNER-SMITH COMPANY B & B ELEC CO INC J & L ELECT INC CONTI ELECTRIC INC LASWELL ELEC CO URS ENERGY & CONSTRUCTION INC LOU METRO PUBLIC WORKS DEPT ELEC-TECH SERVICES INC SHAMBAUGH & SONS INC GOOCH ELECTRIC INC TOTAL CONCEPT ELECTRIC INC COMSTOCK BROS ELEC CO PRITCHARD ELECTRIC CO INC JAMES H DREW CORP GLENWOOD ELECTRIC INC HYLAND ELECTRIC INC THE STATE GROUP INDUSTRIAL (US) ACCL ENTERPRISES INC BYRON ELECTRIC DIVISION OF UNI BMV ELECTRIC LLC NITRO ELECTRIC CO BROADWAY ELECTRIC SERVICE CORP MASTER ELECTRICAL SERVICES INC AUTOMATED CONTROLS & POWER INC BRONDER TECHNICAL SERVICES BECHTEL CONSTRUCTION CO MOTOR CITY ELECTRIC CO BROWN ELECTRIC CO INC STORMS MCMULLEN ELEC DIXON ELECTRICAL SYSTEMS L G FOX INC ELECTRICAL CERTIFICATION INC TRADE MARK INDUSTRIAL LLC ALPHA MECHANICAL SERVICE INC FE MORAN INC SPEC HAZARD SYS SLIFCO ELECTRIC LLC SENERGY INC KY STATE BUILDING & CONS TRADE KENTUCKIANA ELECTRICAL SERVICE DIVISION 17 LUCAS GENERAL CONTRACTING CAPITAL ELECTRIC INC BELTLINE ELECTRIC CO INC LAWSON INDUSTRIAL INC ROTH ELECTRICAL LLC NEWTRON HEAT TRACE LLC ELECTRIC PLUS INC SARGENT ELECTRIC CO BCU ELECTRIC INC LOW VOLTAGE WIRING LTD BLACK & MCDONALD ELECTRIC LLC ALLIANCE INTEGRATED SYSTEMS DELTA ELEC CONTRACTORS LTD DELTA SERVICES LLC RAM SOLUTIONS LLC TENNESSEE VALLEY INDUSTRIAL MCINTYRE BROTHERS INC I E S KENTUCKY LLC SILMAN CONSTRUCTION CHURCHMAN ELEC & TECHNOLOGIES NEW RIVER ELECTRICAL CORP RMF NOOTER INC ACTION ELECTRIC CO INC KAEC NECA IBEW TRUST FUNDS NECA-IBEW WELFR TRST FND ELEC WORKERS BENE TRUST FUND 4TH DISTRICT IBEW HEALTH FUND LINE CONST BENEFIT FUND SAN FRANCISCO ELEC WORKERS IBEW LOCAL 124 H&W FUND WISCONSIN ELE H&W FUND LOCAL UN 136 IBEW H&W FUND MICHIANA AREA ELEC H & W FUND IBEW LOCAL 191 HEALTH & WELFARE DAKOTAWESTERN MINN H&W FUND CONTRA COSTA CTY ELEC WORKERS IBEW 332 H&W TRUST FUND NECA IBEW FAMILY MED NECAIBEW FAMILY MEDICAL CARE IBEW 613 FAMILY HEALTH PLAN NECA IBEW WELFARE TRUST NECA IBEW FAMILY MEDICAL NECA LOC 145 IBEW WELFARE FUND WORKMANS COMP HOURS DISABILITY HOURS MARKET RECOVERY DISABILITY HRS APPRENTICE APPROVED HOURS IBEW LOCAL 22 NECA H&W PLAN ELEC WORKERS INSURANCE FUND ELECTRICAL MEDICAL TRUST LU 71 WISCONSIN ELEC H&W PLAN 4TH DISTRICT IBEW HEALTH FUND 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0