2024-10-25T07:53:44-05:00 2023-12-31 371206530 SCHEFFEL BOYLE 143 N KANSAS ST EDWARDSVILLE IL 620251770 990 2023-01-01 371414717 LOCAL 309 IBEW INCOME SECURITY FUND LOCA 6183442002 2000A MALL STREET STE A COLLINSVILLE IL 62234 CARLOS PEREZ TRUSTEE 6183442002 2024-10-22 1 0 MICHAEL BROKERING CPA P01623657 6186561206 2024-10-17 2023 2024-10-15 13:58:12Z CARLOS PEREZ 2000A MALL STREET STE A COLLINSVILLE IL 62234 7060454 0 X N/A X 2001 IL PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS TO ELIGIBLE UNION MEMBERS. 6 6 97 0 0 0 0 0 820106 1042928 132933 183398 1362 14118 954401 1240444 0 0 468043 450070 8296 12873 0 0 0 73816 81533 550155 544476 404246 695968 11384111 13284079 109721 145890 11274390 13138189 TO PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS FOR ELIGIBLE UNION MEMBERS. 0 0 TO PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS FOR ELIGIBLE UNION MEMBERS. 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 97 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X SUE DAVIS 6183442002 2000A MALL STREET STE A COLLINSVILLE IL 62234 X CHRIS HANKINS TRUSTEE 1.00 X 0 0 0 MATTHEW EICHHOLZ TRUSTEE 1.00 X 0 0 0 LUKE GLAESER TRUSTEE 1.00 X 0 0 0 TOM O'HARA TRUSTEE 1.00 X 0 0 0 MICHAEL STUART TRUSTEE 1.00 X 0 0 0 BILLY SEBOUSEK TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 525100 1042928 1042928 1042928 283666 283666 5719742 5820010 -100268 -100268 -100268 MISCELLANEOUS INCOME 525100 14118 14118 14118 1240444 1057046 0 183398 450070 12873 7106 15350 27478 1149 2129 ADMINISTRATION EXPENSES 28321 544476 869993 1402923 61792 120328 10418542 11710486 33784 50342 11384111 13284079 20649 28497 89072 117393 109721 145890 X 0 0 0 0 11274390 13138189 11274390 13138189 11384111 13284079 695968 1167831 0 X X 0 1 X 1 0 0 DUE TO RELATED PARTY 117393 117393 X 2380797 1167831 1167831 1212966 27478 27478 1240444 516998 0 516998 27478 27478 544476 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL TAX AUTHORITIES. THE PLAN HAS ANALYZED THE TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN BY THE PLAN AND HAS CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR THAT REQUIRE DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE FEDERAL TAX AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO AUDITS ON ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION A, LINE 7A THE PLAN IS GOVERNED BY A JOINT BOARD CONSISTING OF SIX TRUSTEES. THREE TRUSTEES ARE APPOINTED BY IBEW LOCAL 309 AND THREE TRUSTEES ARE APPOINTED BY THE CONTRIBUTING EMPLOYERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE INDEPENDENT ACCOUNTANTS AND PRESENTED TO THE ADMINISTRATOR AND TRUSTEES FOR REVIEW PRIOR TO FILING. IF ANY TRUSTEE HAS COMMENTS OR QUESTIONS, THEY ARE PRESENTED DIRECTLY TO THE ADMINISTRATOR AND RESOLVED BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES ARE PROVIDED WITH A COPY OF THE CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO DISCLOSE ANY ACTUAL OR PERCEIVED CONFLICTS EACH YEAR. ANY CONFLICTS ARE MANAGED AS NECESSARY BY THE TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION BY QUALIFIED INTERESTED PARTIES UPON REQUEST. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES ASSUMES THE RESPONSIBILITY FOR THE SELECTION, OVERSIGHT, AND RETENTION OF THE AUDITING FIRM. 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