2022-09-14T09:13:05-05:00 2022-04-30 161131146 BONADIO & CO LLP 100 CORPORATE PARKWAY SUITE 200 AMHERST NY 14226 990 2021-05-01 160841426 LOCAL NO 41 IBEW HEALTH FUND LOCA 7166626122 3546 CALIFORNIA ROAD ORCHARD PARK NY 141271746 LEEANN MURPHY PLAN ADMINISTRATOR 7166626122 2022-09-13 1 LEEANN MURPHY 999009999 JUSTIN N REID P01321869 7162506600 2022-09-13 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z LEEANN MURPHY 3546 CALIFORNIA ROAD ORCHARD PARK NY 141271746 33384522 0 X N/A X 1960 NY THE FUND PROVIDES HEALTH AND WELFARE BENEFITS FOR ELIGIBLE PARTICIPANTS WORKING UNDER THE TERMS OF THE COLLECTIVE BARGAINING AGREEMENT, RECIPROCAL AGREEMENT, OR PARTICIPATION AGREEMENT REQUIRING CONTRIBUTIONS TO THE FUND. 6 6 7 0 0 0 0 0 14680808 17456944 3748374 3251688 3228 0 18432410 20708632 0 0 14167631 15204653 503321 492836 0 0 0 776799 1350908 15447751 17048397 2984659 3660235 46179579 44517276 140986 209805 46038593 44307471 THE FUND PROVIDES HEALTH AND WELFARE BENEFITS FOR ELIGIBLE PARTICIPANTS WORKING UNDER THE TERMS OF THE COLLECTIVE BARGAINING AGREEMENT, RECIPROCAL AGREEMENT, OR PARTICIPATION AGREEMENT REQUIRING CONTRIBUTIONS TO THE FUND. 0 0 16044840 PROVISION OF LIFE, DISABILITY AND OTHER HEALTH AND WELFARE BENEFITS. 16044840 0 0 0 0 0 0 0 0 0 1 0 0 0 1 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 2 0 1 7 1 0 0 0 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 1 1 0 X LEEANN MURPHY 7166626122 S -3546 CALIFORNIA ROAD ORCHARD PARK NY 14127 RICHARD LOMBARD CHAIRMAN 1.00 2.00 X X 0 0 0 MICHAEL J GAISER SECRETARY 1.00 3.00 X X 0 0 0 RENEE LAMONACO TRUSTEE 1.00 2.00 X 0 0 0 MATTHEW J HILMEY TRUSTEE 1.00 2.00 X 0 0 0 JEFFREY LATTIMER TRUSTEE 1.00 2.00 X 0 0 0 CHRISTOPHER BOVE TRUSTEE 1.00 1.00 X 0 0 0 KEVIN NUGENT TRUSTEE 1.00 2.00 X 0 0 0 LEEANN MURPHY PLAN ADMINISTRATOR 10.00 30.00 X 75741 0 25372 75741 0 25372 0 0 0 0 0 CONTRACTOR CONTRIBUTIONS 525100 16854642 16854642 PENSIONER CONTRIBUTIONS 525100 343736 343736 ADMINISTRATIVE SERVICES 525100 248400 248400 PARTICIPANT CONTRIBUTIONS 525100 10166 10166 17456944 726569 726569 15201009 12675890 2525119 2525119 2525119 20708632 19982063 0 726569 15204653 116572 228566 48617 73798 25283 32594 37695 325713 14738 1231 2564 12579 8079 RECIPROCITY EXPENSE 840187 ACTUARY 22615 COMPUTER CONSULTING 18483 OFFICE SUPPLIES 12798 21632 17048397 3156863 3541306 1366799 1833203 156010 90091 77341 65919 41578576 39076848 46179579 44517276 45986 114805 95000 95000 140986 209805 X 13134900 8035998 32903693 36271473 46038593 44307471 46179579 44517276 3660235 -5391357 0 X X 0 1 X 1 0 41648 38459 3189 114362 51632 62730 65919 DEPOSITS 95000 95000 14151375 -5391357 -5391357 19542732 325713 840187 1165900 20708632 15882497 0 15882497 325713 840187 1165900 17048397 PART XI, LINE 4B - OTHER ADJUSTMENTS: RECIPROCITY PAYMENTS 840,187. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECIPROCITY PAYMENTS 840,187. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PROVIDED TO THE PLAN ADMINISTRATOR AND TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS REVIEWED ANNUALLY AND SIGNED BY ALL TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 REVIEWED AND APPROVED BY BOARD OF TRUSTEES AFTER OBTAINING COMPARABLE SALARY INFORMATION. FORM 990, PART VI, SECTION C, LINE 19 FORM 5500, WHICH IS PUBLIC INFORMATION, INCLUDES THE ORGANIZATIONS FINANCIAL STATEMENTS. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR IBEW LOCAL NO 41 PENSION FUND S - 3546 CALIFORNIA ROAD ORCHARD PARK NY 14127 160851799 DEFINED BENEFIT PENSION PLAN NY 401(A) 0 IBEW LOCAL NO 41 ANNUITY FUND S - 3546 CALIFORNIA ROAD ORCHARD PARK NY 14127 166069938 DEFINED CONTRIBUTION PENSION PLAN NY 401(A) 0 ELECTRICAL INDUSTRY EDUCATION FUND S - 3546 CALIFORNIA ROAD ORCHARD PARK NY 14127 237431653 EDUCATION FUND NY 501(C)(3) LINE 12D, III-O 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 IBEW LOCAL NO 41 PENSION PLAN Q 93600 ALLOCATION BASED ON USE IBEW LOCAL NO 41 ANNUITY PLAN Q 82800 ALLOCATION BASED ON USE ELECTRICAL INDUSTRY EDUCATION FUND Q 72000 ALLOCATION BASED ON USE