2012-11-05T15:16:59-07:00 2011-12-31 990 2011-01-01 562489386 HEALTH REIMBURSEMENT ACCOUNT FUND OF THE ELECTRICAL INDUSTRY HEAL 7185912000 158-11 Harry Van Arsdale Jr Avenue Flushing NY 11365 Dr Gerald Finkel 7185912000 2012-11-08 2011 2016-02-24 21:20:13Z Dr Gerald Finkel 158-11 Harry Van Arsdale Jr Avenue Flushing NY 11365 672686954 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 Union No. 3 14 0 0 0 4364507 0 0 19001029 20378935 5969340 4364507 0 24970369 24743442 0 20979690 21352384 0 0 0 1233872 1168495 22213562 22520879 2756807 2222563 132272171 179995852 8267015 53554748 124005156 126441104 The Plan's principal activity is the collection and investment of funds received from electrical contractors for the purpose of providing benefits to members of Local Union No. 3 0 0 0 0 0 To provide benefits to members of Local Union No. 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 0 1 0 0 0 0 1 1 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 1 X 0 0 0 Robert Amabile 1 X 0 0 0 Carol Kleinberg 1 X 0 0 0 Steven Lazzaro 1 X 0 0 0 Ciro Lupo 1 X 0 0 0 Ira Grunther 1 X 0 0 0 Lance Van Arsdale 1 X 0 0 0 Christopher Erikson 1 X 0 0 0 William Hofving 1 X 0 0 0 John Marchell 1 X 0 0 0 Vincent McElroen 1 X 0 0 0 Raymond Melville 1 X 0 0 0 Luis Restrepo 1 X 0 0 0 Salvatore Caputo 1 X 0 0 0 0 0 0 0 0 0 0 0 0 Employers' contributions 230000 20378935 20378935 0 0 0 0 0 0 20378935 3279362 0 3279362 0 0 0 0 0 0 0 0 0 0 0 649028657 0 647943512 0 1085145 0 1085145 0 1085145 0 0 24743442 20378935 4364507 0 21352384 144770 Administrative and recordkeeping expenses 1023725 22520879 0 0 0 847426 821681 1809070 1760116 0 0 0 127326118 171093388 2289557 6320667 132272171 179995852 648754 583415 7618261 52971333 8267015 53554748 X 0 0 0 0 124005156 126441104 124005156 126441104 132272171 179995852 X 2222563 213385 X 0 1 1 X 0 0 Due to broker for pending securities purchased 47414451 Collateral payable 5556882 52971333 24743442 22520879 2222563 213385 0 0 0 0 213385 2435948 24956827 213385 0 0 0 213385 24743442 0 0 0 24743442 22520879 0 0 0 0 0 22520879 0 0 0 22520879 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 2008, 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 also 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 2011 year. Joint Industry Board of the Electrcial Industry 158-11 Harry Van Arsdale Jr Avenue Flushing NY 11365 130891035 Supervision and administration of various benefit plans and entities NY 501(c)(5) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 Joint Industry Board of the Electrcial Industry l 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 2011 year. See Part V letter o for detail. Joint Industry Board of the Electrcial Industry m 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 2011 year. See Part V letter o for detail. Joint Industry Board of the Electrcial Industry o 939046 This amount was the allocated expenses charged to the Plan by the Joint Industry Board of the Electrical Industry for the 2011 year.