2024-11-08T09:03:10-06:00 2023-12-31 161131146 BONADIO & CO LLP 100 CORPORATE PARKWAY SUITE 200 AMHERST NY 14226 990 2023-01-01 160834222 IBEW LOCAL UNION NO 237 HEALTH AND WELFARE FUND IBEW 7162973650 6700 SCHULTZ ST NIAGARA FALLS NY 14304 ANGELA STANISZ FUNDS ADMINISTRATOR 7162973650 2024-11-06 1 0 JUSTIN N REID P01321869 7162506600 2024-11-04 2023 2024-10-15 13:58:12Z ANGELA STANISZ 6700 SCHULTZ ST NIAGARA FALLS NY 14304 12055167 0 X WWW.IBEW237.COM X 1958 NY TO PROVIDE MEMBERS WITH MEDICAL AND WELFARE BENEFITS 6 3 232 0 0 0 0 0 5242008 6198714 175392 218812 53583 117090 5470983 6534616 0 0 4103501 4662011 301312 378904 0 0 0 149265 209686 4554078 5250601 916905 1284015 9808872 12139178 84115 217268 9724757 11921910 TO PROVIDE MEMBERS WITH MEDICAL AND WELFARE BENEFITS 0 0 5250601 THE FUND PROVIDES BENEFITS TO ITS MEMBERS, INCLUDING HOSPITALIZATION, MAJOR MEDICAL, PRESCRIPTION DRUG, HEALTH AND LIFE INSURANCE, DENTAL AND VISION CARE, VACATION, UNEMPLOYMENT SUB-PAY, DISABILITY SUB-PAY, WORKERS COMPENSATION SUB-PAY, EDUCATION, AND REIMBURSEMENT OF QUALIFYING MEDICAL EXPENSES. 5250601 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 3 0 1 232 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 3 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X ANGELA STANISZ FUND ADMINISTRATOR 7162973650 6700 SCHULTZ ST NIAGARA FALLS NY 14304 FRED DEMAIS UNION TRUSTEE 1.00 2.00 X 11103 0 0 MARC BRUNELLE MANAGEMENT TRUSTEE 1.00 2.00 X 0 0 0 RENEE LAMONACO MANAGEMENT TRUSTEE 1.00 2.00 X 0 0 0 JOHN SCHERRER UNION TRUSTEE 1.00 2.00 X X 559 0 0 RICHARD LOMBARD MANAGEMENT TRUSTEE 1.00 2.00 X 0 0 0 CODY SAMOL UNION TRUSTEE 1.00 2.00 X 18683 0 0 ASHLEY A STOGNER ASSISTANT FUND ADMINISTRAT 16.00 24.00 X 49556 0 0 ANGELA STANISZ FUND ADMINISTRATOR 12.00 28.00 X 38030 0 0 117931 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 525100 6044486 6044486 PARTCIPANT CONTRIBUTIONS 525100 154228 154228 6198714 289363 289363 5450000 5520551 -70551 -70551 -70551 REIMBURSEMENT FROM AFFILIATED ORG 525100 86371 86371 MISCELLANEOUS 900099 30719 30719 117090 6534616 6534616 0 0 4662011 97718 36089 245097 22018 54235 23278 21397 45193 12384 13935 10000 BANK CHARGES 5946 MISCELLANEOUS 1300 5250601 398078 1547576 568212 663080 911125 51025 0 51025 51025 7149113 10608816 9808872 12139178 31076 70295 53039 146973 84115 217268 X 0 0 0 0 9724757 11921910 9724757 11921910 9808872 12139178 1284015 913138 0 X X 0 1 X 1 0 51025 51025 51025 RECIPROCITY PAYABLE 146973 146973 7424476 913138 913138 6511338 23278 23278 6534616 5227323 0 5227323 23278 23278 5250601 FORM 990, PART VI, SECTION A, LINE 7A UNION REPRESENTATIVES BECOME MEMBERS OF THE BOARD OF TRUSTEES BY VIRTUE OF THEIR ELECTED POSITION AS PRESIDENT, CHAIRMAN OF THE EXECUTIVE BOARD, AND BUSINESS MANAGER OF THE LOCAL UNION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED TO MEMBERS OF THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS REVIEWED ANNUALLY AT THE BOARD OF TRUSTEES MEETING AND CONFLICTS OR POTENTIAL CONFLICTS MUST BE DISCLOSED, DISCUSSED AND RESOLVED FORM 990, PART VI, SECTION B, LINE 15 MEMBERS OF THE BOARD OF TRUSTEES ARE NOT COMPENSATED FOR THEIR ROLE AS A TRUSTEE, HOWEVER UNION TRUSTEES MAY BE COMPENSATED FOR LOST WORK HOURS FOR ATTENDANCE AT MEETINGS AND CONFERENCES AT THE UNION WAGE SCALE COMPENSATION NOTED IN THE OFFICER SCHEDULE FROM THE FUND. INCLUDES TAXABLE BENEFITS RECEIVED BY THE OFFICER AS A PARTICIPANT OF THE FUND. THE PROCESS OF DETERMINING COMPENSATION FOR THE FUND ADMINISTRATOR CONSISTS OF AN ANNUAL PERFORMANCE REVIEW AS WELL AS CONSIDERATION OF SALARIES PAID TO THE OTHER FUND ADMINISTRATORS WITH COMPARABLE JOB DESCRIPTIONS. FORM 990, PART VI, SECTION C, LINE 19 THE FUND MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST. IBEW LOCAL UNION NO 237 PENSION FUND 6700 SCHULTZ ST NIAGARA FALLS NY 14304 166094914 PENSION NY 401A 0 IBEW LOCAL UNION NO 237 ANNUITY FUND 6700 SCHULTZ ST NIAGARA FALLS NY 14304 161378286 ANNUITY NY 401A 0 IBEW LOCAL UNION NO 237 UNION 6700 SCHULTZ ST NIAGARA FALLS NY 14304 160667759 UNION NY 501(C)(5) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0