2013-11-04T10:08:33-07:00 2012-12-31 990 2012-01-01 562489386 HEALTH REIMBURSEMENT ACCOUNT FUND OF THE ELECTRICAL INDUSTRY HEAL 158-11 Harry Van Arsdale Jr Avenue Flushing NY 11365 Dr Gerald Finkel 7185912000 2013-11-05 2012 2016-03-07 17:11:31Z Dr Gerald Finkel 158-11 Harry Van Arsdale Jr Avenue Flushing NY 11365 870399110 0 X www.jibei.org X 2004 NY The Plan collects and invests funds received from electrical contractors for the purpose of providing benefits to members of Local 3. 14 0 0 14 0 0 0 20378935 22009517 4364507 3497692 0 24743442 25507209 0 21352384 22123776 0 0 0 1168495 1223352 22520879 23347128 2222563 2160081 179995852 158230172 53554748 29246995 126441104 128983177 The Plan's principal activity is the collection and investment of funds from electrical contractors for the purpose of providing benefits to members of Local 3. 0 0 0 0 0 To provide benefits to members of Local 3 0 0 0 0 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 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 X 14 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 NY X Joint Industry Board of the Electrical Industry 7185912000 158-11 Harry Van Arsdale Jr Avenue Flushing NY 11365 Gina Addeo 0.5 1 X 0 0 0 Ira Grunther 0.5 1 X 0 0 0 Carol Kleinberg 0.5 1.00 X 0 0 0 Steven Lazzaro 0.5 1 X 0 0 0 Ciro Lupo 0.5 0 X 0 0 0 Kristine DeNapoli 0.5 0 X 0 0 0 Rudy Weissberg 0.5 1 X 0 0 0 Christopher Erikson 0.5 1 X 0 0 0 William Hofving 0.5 0 X 0 0 0 John Marchell 0.5 1 X 0 0 0 Vincent McElroen 0.5 1 X 0 0 0 Raymond Melville 0.5 1 X 0 0 0 Luis Restrepo 0.5 1 X 0 0 0 Lance Van Arsdale 0.5 1 X 0 0 0 0 0 0 0 0 0 0 0 0 Employers' contributions 230000 22009517 22009517 0 0 0 0 0 0 22009517 2986601 2986601 0 0 0 0 0 0 0 0 0 0 0 0 845402992 0 844891901 0 511091 0 511091 511091 0 0 0 25507209 25507209 0 0 22123776 171426 Administrative and recordkeeping expenses 1051926 23347128 0 0 0 821681 968588 1760116 2206514 171093388 148212477 6320667 6842593 179995852 158230172 583415 581842 52971333 28665153 53554748 29246995 X 0 0 0 0 126441104 128983177 126441104 128983177 179995852 158230172 X 2160081 381992 0 0 0 0 X 0 1 X 1 0 0 Due to broker for pending securities purchased 23410923 Collateral payable 5254230 28665153 X 25889201 381992 0 0 0 381992 25507209 0 0 0 25507209 23347128 0 0 0 0 0 23347128 0 0 0 23347128 SchD_P10_S00_L02 Schedule D, Part X, Line 2 Management evaluated all of the Plan's tax positions for all open tax years and has concluded that the Plan has taken no uncertain tax positions that require adjustment to the financial statements. Generally, the Plan is no longer subject to income tax examinations by U.S. federal, state or local tax authorities for years before 2009, which is the standard statute of limitations look-back period. F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b All significant Plan transactions are approved by the Plan's Trustees. The Plan's financial statements are approved by the Board of Trustees. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 The Plan makes its governing documents available to all of its members. This is communicated in various manners (Summary annual reports, Internal and External websites, etc.) The Plan's financial statements are also filed with its Form 5500. F990_P11_S00_L05 Form 990, Part XI, Line 5 The Plan's unrealized appreciation for the 2012 year. Joint Industry Board of the Electrical Industry 158-11 Harry Van Arsdale Jr Avenue Flushing NY 11365 130891035 To administer various related benefit plans and entities NY 501(c)(5) N/A N/A 0 Local Union No 3 of the International Brotherhood of Electrical Workers 158-11 Harry Van Arsdale Jr Avenue Flushing NY 11365 Provide support for the electrical members of Local 3 NY N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 Joint Industry Board of the Electrical Industry m 0 This transaction is part of the total allocated expenses charged to the Plan by the Joint Industry Board of the Electrical Industry for the 2012 year. See Part V letter p for detail. Joint Industry Board of the Electrical Industry n 0 This transaction type is part of the total allocated expenses charged to the Plan by the Joint Industry Board of the Electrical Industry for the 2012 year. See Part V letter p for detail. Joint Industry Board of the Electrical Industry p 1011306 This amount was the allocated expenses charged to the Plan by the Joint Industry Board of the Electrical Industry for the 2012 year.