2015-03-16T10:09:37-05:00 2014-06-30 310800053 CLARK SCHAEFER HACKETT & CO 10100 INNOVATION DR SUITE 400 DAYTON OH 45342 990 2013-07-01 316084151 IBEW LOCAL 82 HEALTH & WELFARE FUND IBEW 3047813921 609 THIRD AVE PO BOX 487 CHESAPEAKE OH 45619 NICHOLAS COMSTOCK TRUSTEE 3047813921 2015-03-06 1 KEVIN T DAVIS CPA P00039883 9372260070 2015-03-06 2013 2016-03-07 17:11:31Z NICHOLAS COMSTOCK 6650 POE AVE DAYTON OH 454142527 14457925 0 X N/A X 1967 OH TO PROVIDE HEALTH, PRESCRIPTION & DEATH BENEFITS TO COVERED MEMBERS, RETIREES & DEPENDENTS. 6 6 0 0 1106675 0 0 0 8466259 8076432 540795 1106675 0 0 9007054 9183107 0 0 7217181 7752649 0 0 0 0 0 767355 725702 7984536 8478351 1022518 704756 12496468 13581968 23301 89961 12473167 13492007 TO PROVIDE HEALTH, PRESCRIPTION, AND DEATH BENEFITS TO COVERED MEMBERS, RETIREES, AND DEPENDENTS. 0 0 PROVIDED SELF FUNDED HEALTH INSURANCE BENEFITS, AS WELL AS FULLY INSURED LIFE AND DISABILITY BENEFITS AND SUPPLEMENTAL MEDICARE COVERAGE TO ELIGIBLE PARTICIPANTS, DEPENDANTS, AND RETIREES OF INTERNATIONAL BROTHERHOOD OF ELECTICAL WORKERS LOCAL 82. 0 0 0 0 0 0 0 0 0 0 0 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 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X RYAN JONES 3047813921 609 THIRD AVE PO BOX 487 CHESAPEAKE OH 45619 X DAN NEAL EMPLOYER TRUSTEE 2.00 X 0 0 0 MARK POEPPELMEIER LABOR TRUSTEE 2.00 X 0 0 0 NICHOLAS COMSTOCK LABOR TRUSTEE 2.00 X 0 0 0 MICHAEL GEBHART LABOR TRUSTEE - VICE-CHAIR 2.00 X X 0 0 0 JACK LOHBECK EMPLOYER TRUSTEE - CHAIR 2.00 X X 0 0 0 JIM FORTKAMP EMPLOYER TRUSTEE 2.00 X 0 0 0 MIKE EVANS ALTERNATE TRUSTEE 2.00 X 0 0 0 0 0 0 0 0 0 0 AMERICAN BENEFIT CORPORATION 3150 US ROUTE 60 ONA WV 255459507 PLAN MANAGEMENT AND OPERATION 287701 ANTHEM (WELL POINT) 120 MONUMENT CIRCLE INDIANAPOLIS IN 26204 MEDICAL NETWORK FEES 248127 2 EMPLOYER CONTRIB 525100 6970912 6970912 PARTICIPANT CONTRIB 525100 985325 985325 RETIREE DRUG SUBSIDY 525100 120195 120195 8076432 303036 303036 6078457 5274818 803639 803639 803639 9183107 8076432 1106675 0 7752649 44767 21008 21072 49000 7060 10544 10200 CLAIMS ADMIN FEES 535828 FIDELITY BOND 2777 DATA PROCESSING 2180 OFFICE OPERATIONS 946 20320 8478351 1430715 1577617 809380 762545 44212 45094 10212161 11196712 12496468 13581968 23301 89961 23301 89961 X 0 0 0 0 12473167 13492007 12473167 13492007 12496468 13581968 704756 314084 0 X X 0 1 X 1 0 0 X 9476119 314084 314084 9162035 21072 21072 9183107 8457279 0 8457279 21072 21072 8478351 PART X, LINE 2: 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 ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JUNE 30, 2014, THERE ARE 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 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 ENDED PRIOR TO JUNE 30, 2011. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES TO REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15: THE TRUSTEES HAVE RETAINED A THIRD PARTY ADMINISTRATOR (TPA) TO MANAGE THE DAILY OPERATIONS OF THE PLAN. THE TPA WAS SELECTED THROUGH A PROPOSAL PROCESS WHICH INCLUDED OTHER QUALIFIED PROVIDERS OF SUCH SERVICES. THE TRUSTEES CONTINUALLY MONITOR THE SERVICE LEVELS AND FEES OF THE CONTRACT ADMINISTRATOR. AS A CONTRACT ADMINISTRATOR IS UTILIZED, THE PLAN DOES NOT HAVE ANY EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST ARE DETAILED IN PROHIBITED TRANSACTIONS UNDER ERISA. IN ADDITION, THE PLAN ALSO HAS A SEPARATE POLICY IN PLACE. THE PLAN'S LEGAL COUNSEL CONTINUALLY MONITORS THE PLAN AND ITS TRUSTEES FOR POSSIBLE CONFLICTS OF INTEREST. A MEMBER OF THE PLAN'S LEGAL COUNSEL ATTENDS EACH MEETING OF THE TRUSTEES AND MONITORS ON AN "AS NEEDED" BASIS FOR ACTIVITY THAT COULD GIVE RISE TO POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN'S FORM 990 IS AVAILABLE THROUGH VARIOUS WEBSITES, SUCH AS GUIDESTAR AND THE FORM 5500 IS AVAILABLE TO THE PUBLIC THROUGH FREEERISA AND THE DEPARTMENT OF LABOR WEBSITES. THE PLAN WOULD ALSO PROVIDE SUCH INFORMATION RETURNS UPON WRITTEN REQUEST. GOVERNING DOCUMENTS ARE NOT PROVIDED TO THE PUBLIC. FORM 990, PART XI, LINE 2C: THE PLAN'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSIGHT OF THE ANNUAL AUDIT OF ITS FINANCIAL STATEMENTS. THERE HAVE BEEN NO CHANGES IN OVERSIGHT PROCEDURES FROM THE PRIOR YEAR. FORM 990, PART I, LINE 5 & PART V, LINE 2A: THE PLAN REPORTS PARTICIPANTS ON FORM W-3 RELATED TO DISABILITY PAYMENTS, WHICH ARE CLASSIFIED AS BENEFITS EXPENSE. THE TRUSTEES UTILIZE A THIRD PARTY ADMINISTRATOR FOR DAILY OPERATIONS OF THE PLAN. AS SUCH, THE PLAN HAS NO EMPLOYEES. IBEW LOCAL 82 DEFINED BENEFIT PLAN 6550 POE AVENUE DAYTON OH 454142527 316127268 PENSION PLAN OH 501(C)(9) N/A N/A 0 IBEW LOCAL 82 DEFINED CONTRIBUTIONS PLAN 6550 POE AVENUE DAYTON OH 454142527 311119203 PENSION PLAN OH 501(C)(9) N/A N/A 0 IBEW LOCAL 82 401(K) PLAN 6550 POE AVENUE DAYTON OH 454142527 310329975 PENSION PLAN OH 501(C)(9) N/A N/A 0 IBEW #82 6550 POE AVENUE DAYTON OH 454142527 319329975 LABOR UNION - SPONSORING ENTITY OH 501(C)(5) N/A N/A 0 AUTOMATED CONTROLS & POWER BRIGHT STREET CAPITAL ELECTRIC CE POWER CHAPEL ELECTRIC COPP SYSTEMS INTEGRATOR COUGAR ELECTRIC DEBRA-KUEMPEL DEC LLC DELTA ELECTRICAL EIGHTH DISTRICT ESI ELECTRICAL CONTRACTORS HIGH VOLTAGE MAINTENANCE JATC JUSTICE ELECTRIC KASTLE ELECTRIC CO LAKE ERIE ELECTRIC INC MAXWELL LIGHTING PROTECTION MID CITY ELECTRIC CO MUTUAL ELECTRIC COMPANY NAMVET POWER SERVICES PRODUCTIVE ELECTRIC INC SIDNEY ELECTRIC CO INC SPURLING ELECTRIC CO INC STUDABAKER ELECTRIC CO TRIAD ELECTRICAL CONT WAGNER INDUSTRIAL ELEC YORK ELECRIC INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0