2015-02-12T13:21:54-06:00 2014-06-30 271235638 MOUNTJOY CHILTON MEDLEY LLP 462 S FOURTH ST SUITE 2600 LOUISVILLE KY 402023445 990 2013-07-01 610605310 ELECTRICAL WORKERS LOCAL 369 BENEFIT FUND ELEC 5026352611 906 MINOMA AVENUE LOUISVILLE KY 40217 RICKY GEORGE JR CHAIRMAN 5026352611 2015-01-27 1 REBECCA L PHILLIPS CPA P00024055 5027491900 2013 2016-02-25 16:41:14Z STAR RAINES 906 MINOMA AVENUE LOUISVILLE KY 40217 37569138 0 X N/A X 1976 KY PROVISION OF HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. 8 8 58 8 0 0 0 0 18601927 20142114 2360579 1328343 2208 2527 20964714 21472984 0 0 17457549 16475597 177394 182195 0 0 0 766714 713788 18401657 17371580 2563057 4101404 39770528 45844260 348907 803123 39421621 45041137 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 83 0 1 58 1 0 0 0 0 0 0 X 8 8 0 1 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 RUSTY DEAN 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 JAMES METZINGER TRUSTEE 1.00 X 0 0 0 JAMES E STRANGE JR TRUSTEE 1.00 X 0 0 0 DAN WALSH 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 155923 2 EMPLOYER CONTRIBUTIONS 900099 17768237 17768237 EMPLOYEE CONTRIBUTIONS 900099 2373877 2373877 20142114 993972 993972 16430525 16096154 334371 334371 334371 OTHER REVENUE 900099 2527 2527 2527 21472984 20142114 0 1330870 16475597 139402 29468 13325 20738 27125 117011 183823 88262 53391 9274 11838 534 9517 ADMINSTRATIVE FEES 186067 MISCELLANEOUS 6208 17371580 5437420 4276151 1511569 1945727 118535 120025 275728 271412 4851 4316 16594798 22327474 16103355 17170567 39770528 45844260 202962 620130 145945 182993 348907 803123 X 39421621 45041137 39421621 45041137 39770528 45844260 4101404 1518112 0 X X 0 1 X 1 0 38782 36282 2500 52985 51312 1673 74522 74379 143 109439 109439 0 4316 U.S. GOVERNMENT AND AGENCY SECURITIES 5762644 F CORPORATE BONDS AND NOTES 11080455 F OTHER FIXED INCOME INVESTMENTS 327468 F 17170567 X 22991096 1518112 1518112 21472984 0 21472984 17371580 0 17371580 0 17371580 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLANS ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE, AND, ACCORDINGLY, THE TRUSTS 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 PLANS TAX COUNSEL BELIEVE THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE INTERNAL REVENUE CODE. 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 2011. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION CONTRACTS WITH ZENITH ADMINISTRATORS TO PERFORM THE MANAGEMENT DUTIES OF THE ORGANIZATION. 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. 4TH DISTRICT IBEW HEALTH FUND ACCL ENTERPRISES INC ACTION ELECTRICAL CONTRACTORS ADVANCED ELEC SYSTEMS INC ALLIANCE INTEGRATED SYSTEMS ALPHA MECHANICAL SERVICEINC AUTOMATED CONTROLS & POWER IN B & B ELEC CO INC B C U ELECTRIC INC BANTA ELEC CONTRACTORS INC BCU ELECTRIC INC BECHTEL CONSTRUCTION CO BELCO ELECTRIC BELTLINE ELECTRIC COINC BERWICK ELECTRIC CO BMV ELECTRIC LLC BROADWAY ELECTRIC SERVICECORP BRONDER TECHNICAL SERVICES BROWN ELECTRIC CO INC BYRON ELECTRIC DIVISION OF UNI CAPITAL ELECTRIC INC COMSTOCK BROS ELEC CO CONTI ELECTRIC INC CONTRA COSTA CTY ELEC WORKERS COOLEY & SPALDING DELTA ELECTRICAL CONTRACTORS DELTA SERVICES LLC DIECKS ELECTRIC CO DIVISION 17 DIXON ELECTRICAL SYSTEMS ELEC-TECH SERVICES INC ELECTRIC PLUS INC ELECTRICAL BUILDERS INC ELECTRICAL CERTIFICATIONINC ERMCO INC FALCO ELECTRIC CO INC FENTON ELECTRIC CO GLENWOOD ELECTRIC INC GOOCH ELECTRIC INC HENDERSON SERVICES LLC HERRICK ELECTRIC CO INC HOOSIER INDUSTRIAL ELEC HYLAND ELECTRIC INC IBEW LOCAL 141 IBEW LOCAL 292 FRINGE BEN PLAN IBEW LOCAL 648 H&W FUND IBEW LOCAL 712 WELFARE TRUST IBEW LOCAL UNION 369 INDIANAPOLIS ELEC CO INC INDUSTRIAL CONTRACTORS INC J & L ELECT INC J GEORGE ELECTRIC CO JAMES H DREW CORP JEFF HALL ELECTRIC INC KENTUCKIANA ELECTRICAL SERVICE KY STATE BUILDING & CONS TRADE L G FOX INC LASWELL ELEC CO LAWSON INDUSTRIAL INC LINK ELECTRIC CO INC LOU METRO PUBLIC WORKS DEPT LOUISVILLE ELECTRICAL JATC LOW VOLTAGE WIRING LTD LUCAS GENERAL CONTRACTING MAJESTIC ELECTRIC INC MARTELL ELECTRIC LLC MASTER ELECTRICAL SERVICES INC MEINERS ELECTRIC MICHIANA AREA ELEC H & W FUND MIDEASTERN ELECTRIC COMPANY MILLER ELECTRIC CO MILLER-EADS C INC MOTOR CITY ELECTRIC CO MUENCH ELECTRICAL SERVICES NECA IBEW FAMILY MEDICAL NECA IBEW FAMILY MEDICAL CARE NECA IBEW LOCAL 364 WELFARE NEWKIRK ELECTRIC ASSOC INC NEWTRON HEAT TRACE LLC NITRO ELECTRIC CO PARSONS ELECTRIC LLC PERSONNEL BEN & RETIRE FUND PLASTICON RAM SOLUTIONS LLC READY ELECTRIC CO RIVERSIDE ELECTRICAL CONT INC ROTH ELECTRICAL LLC SAN DIEGO ELEC H & W SECO ELECTRIC CO INC SENERGY INC SHAMBAUGH & SONS INC SLIFCO ELECTRIC LLC SNEED SIGN & ELECTRIC STANDARD ELECTRIC CO STEUBENVILLE ELECTRICAL WELFAR STORMS MCMULLEN ELEC THE STATE GROUP INDUSTRIAL (US THE WAGNER-SMITH COMPANY TOTAL CONCEPT ELECTRIC INC TRADE MARK INDUSTRIAL LLC UNITED ELECTRIC CO URS ENERGY & CONSTRUCTION INC VOIT ELECTRIC CO W & W ELECTRIC CO WISCONSIN ELE H&W FUND 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0