2012-03-13T11:19:51-05:00 2011-06-30 MOUNTJOY CHILTON MEDLEY LLP 462 S FOURTH ST 2000 MEIDINGER TOWE LOUISVILLE KY 402023445 990 2010-07-01 610605310 ELECTRICAL WORKERS LOCAL 369 BENEFIT FUND ELEC 5026352611 906 MINOMA AVENUE LOUISVILLE KY 40217 RODNEY HENDERSON 5026352611 2012-03-01 1 REBECCA L PHILLIPS CPA 5027491900 2010 2016-02-24 21:20:13Z STAR RAINES 906 MINOMA AVENUE LOUISVILLE KY 40217 34042121 0 X N/A X 1976 KY PROVISION OF HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. 8 8 46 8 0 0 0 0 17381668 17485555 1400254 1496473 19462 15230 18801384 18997258 0 0 14586796 14374642 218071 161738 0 0 0 778629 767332 15583496 15303712 3217888 3693546 29083299 33854692 300591 316336 28782708 33538356 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 0 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 1 X 55 0 1 46 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 THE ORGANIZATION 5026352611 906 MINOMA AVENUE LOUISVILLE KY 40217 X WILLIAM FINN 1.00 X 0 0 0 JAMES METZINGER 1.00 X 0 0 0 JAMES E STRANGE JR 1.00 X 0 0 0 RICKY GEORGE JR 1.00 X 0 0 0 HARRY VITTITOW JR 1.00 X 0 0 0 JOHN W TALLY 1.00 X 0 0 0 RODNEY HENDERSON 1.00 X 0 0 0 LARRY WENDLER 1.00 X 0 0 0 0 0 0 0 0 0 0 ANTHEM BLUE CROSS BLUE SHIELD 120 MONUMENT CIRCLE INDIANAPOLIS IN 462044903 CLAIMS PROCESSOR 535833 ZENITH ADMINISTRATORS 3608 DIXIE HIGHWAY LOUISVILLE KY 40216 FUND ADMINISTRATOR 201700 THE SEGAL COMPANY 101 NORTH WACKER DRIVE SUITE 500 CHICAGO IL 606061724 BENEFITS CONSULTING 178248 INTERNATIONAL SOFTWARE SYSEMS INC 7337 HANOVER PARKWAY STE A GREENBELT MD 20770 COMPUTER SYSTEMS INSTALLATION 108423 4 EMPLOYER CONTRIBUTIONS 900099 15209848 15209848 EMPLOYEE CONTRIBUTIONS 900099 2251187 2251187 GOVERNMENT SUBSIDIES 900099 24520 24520 17485555 838180 838180 15703156 15044863 658293 658293 658293 OTHER REVENUE 900099 15230 15230 15230 18997258 17485555 0 1511703 14374642 125507 25280 10951 22416 24561 159976 188694 95303 55482 16459 947 21849 7216 ADMINSTRATIVE FEES 149867 REIMBURSED EXPENSES 20804 MISCELLANEOUS 3758 15303712 811142 1820834 857103 743523 1948008 1700703 275728 217049 80528 58679 11834806 12780635 13551712 16750318 29083299 33854692 128758 144475 171833 171861 300591 316336 X 28782708 33538356 28782708 33538356 29083299 33854692 X 3693546 1062102 X X 0 1 1 X 0 38782 35306 3476 52985 48816 4169 74522 69076 5446 109439 63851 45588 58679 U.S. GOVERNMENT AND AGENCY SECURITIES 11934182 F CORPORATE BONDS AND NOTES 4816136 F 16750318 18997258 15303712 3693546 1062102 1062102 4755648 20059360 1062102 1062102 18997258 0 18997258 15303712 0 15303712 0 15303712 FORM 990, PART VI, SECTION B LINE 15: THE ORGANIZATION DOES NOT COMPENSATE THE CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIAL OR OFFICERS. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,062,102. 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. ELECTRICAL WORKERS LOCAL NO 369 RETIREMENT FUND 906 MINOMA AVENUE LOUISVILLE KY 40217 610957563 PROVIDE RETIREMENT BENEFITS KY 401(A) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 ELECTRICAL WORKERS LOCAL NO 369 RETIREMENT FUND P 351114 PERCENT ALLOCATION OF SHARED EXP.