2024-11-08T10:01:08-06:00 2023-12-31 222951202 MSPC CPAS & ADVISORS PC 340 NORTH AVENUE EAST CRANFORD NJ 070162496 990 2023-01-01 223611027 IBEW LOCAL 269 WELFARE AND SUPPLEMENTAL IBEW 6093948129 830 BEAR TAVERN ROAD WEST TRENTON NJ 08628 STEPHEN ALDRICH TRUSTEE 6093948129 2024-11-08 1 1 PATRICK M TROMBETTA CPA P00450410 9082727000 2023 2024-10-15 13:58:12Z STEPHEN ALDRICH 670 WHITEHEAD ROAD TRENTON NJ 08648 3340613 0 X WWW.IBEW269.COM X 1998 NJ TO PROVIDE SUPPLEMENTAL BENEFITS TO PLAN PARTICIPANTS WHOSE EMPLOYMENT UNDER THE TERMS OF A COLLECTIVE BARGANING AGREEMENT REQUIRES CONTRIBUTIONS TO THE FUND FOR THE FOLLOWING BENEFITS SUPPLEMENTAL UNEMPLOYMENT, PERMANENT AND TOTAL DISABILITY, MONTHLY SUPPLEMENTAL HEALTH AND WELFARE, MONTHLY HEALTH BENEFITS, WEEKLY SICK BENEFITS, AND VACATION BENEFITS AS DETERMINED BY THE TRUSTEES. 6 3 1 0 0 0 0 0 2931047 3089155 130852 251458 0 0 3061899 3340613 0 0 1976823 1966990 12497 15231 0 0 0 150073 142792 2139393 2125013 922506 1215600 9209100 10899369 587806 618711 8621294 10280658 X TO PROVIDE SUPPLEMENTAL BENEFITS TO PLAN PARTICIPANTS WHOSE EMPLOYMENT UNDER THE TERMS OF A COLLECTIVE BARGANING AGREEMENT REQUIRES CONTRIBUTIONS TO THE FUND FOR THE FOLLOWING BENEFITS SUPPLEMENTAL UNEMPLOYMENT, PERMANENT AND TOTAL DISABILITY, MONTHLY SUPPLEMENTAL HEALTH AND WELFARE, MONTHLY HEALTH BENEFITS, WEEKLY SICK BENEFITS, AND VACATION BENEFITS AS DETERMINED BY THE TRUSTEES. 0 0 TO PROVIDE SUPPLEMENTAL BENEFITS TO PLAN PARTICIPANTS WHOSE EMPLOYMENT UNDER THE TERMS OF A COLLECTIVE BARGANING AGREEMENT REQUIRES CONTRIBUTIONS TO THE FUND FOR THE FOLLOWING BENEFITS SUPPLEMENTAL UNEMPLOYMENT, PERMANENT AND TOTAL DISABILITY, MONTHLY SUPPLEMENTAL HEALTH AND WELFARE, MONTHLY HEALTH BENEFITS, WEEKLY SICK BENEFITS, AND VACATION BENEFITS AS DETERMINED BY THE TRUSTEES. 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 148 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X IE SHAFFER & CO 6097181323 830 BEAR TAVERN RD WEST TRENTON NJ 08628 GINO PASQUALONE TRUSTEE 2.00 40.00 X 0 232175 104068 STEPHEN M ALDRICH TRUSTEE 2.00 40.00 X 0 262650 114200 MIKE NIELSEN TRUSTEE 2.00 X 0 0 0 TIMOTHY BRYAN JR TRUSTEE 2.00 X 0 0 0 JOSEPH KNECHT JR TRUSTEE 2.00 X 0 0 0 WAYNE P DEANGELO TRUSTEE 2.00 40.00 X 0 232147 99700 0 726972 317968 0 0 1 0 0 EMPLOYERS CONTRIBUTION 900099 3089155 3089155 3089155 251458 251458 3340613 3089155 0 251458 1966990 14271 960 3971 31126 5096 97075 405 1470 803 PRINTING EXPENSE 1708 POSTAGE & DELIVERY 959 BENEFIT PAYMENT PROCESS 179 2125013 1438125 2407293 222231 288659 253 609 7536671 8196753 11820 6055 9209100 10899369 14203 17903 531810 591010 41793 9798 587806 618711 X 0 0 0 0 0 0 8621294 10280658 9209100 10899369 1215600 443764 0 X X 0 1 X 1 0 0 1 0 BENEFIT OBLIGATIONS PAYABLE 9798 9798 X 3779281 443764 443764 3335517 5096 5096 3340613 2151912 0 2151912 5096 -31995 -26899 2125013 PART X, LINE 2: THE PLAN OBTAINED ITS LATEST DETERMINATION LETTER DATED FEBRUARY 2, 2000, IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE PLAN, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE (IRC). THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR AND THE PLAN'S TAX COUNSEL BELIEVE THAT THE PLAN IS DESIGNED AND IS CURRENTLY BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS PAYABLE -31,995. X 0 0 0 STEPHEN M ALDRICH TRUSTEE 0 262650 0 0 0 0 0 80573 0 33627 0 376850 0 0 GINO PASQUALONE TRUSTEE 0 232175 0 0 0 0 0 71669 0 32399 0 336243 0 0 WAYNE P DEANGELO TRUSTEE 0 232147 0 0 0 0 0 71669 0 28031 0 331847 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS AVAILABLE TO THE BOARD OF TRUSTEES FOR THEIR REVIEW. A COPY OF FORM 990 IS AVAILABLE UPON REQUEST TO ANY MEMBER OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 12C BUSINESS MANAGER AND TRUSTEES MONITOR VENDOR PAYMENTS FOR CONFLICTS WHEN SUBMITTED FOR PAYMENT. FORM 990, PART VI, SECTION C, LINE 19 ALL FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND PERTINENT POLICIES ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. IBEW LOCAL 269 ANNUITY FUND 670 WHITEHEAD RD TRENTON NJ 08648 222393763 TO PROVIDE ANNUITY BENEFITS TO PARTICIPANTS NJ 401(A) N/A 0 IBEW LOCAL 269 PENSION FUND 670 WHITEHEAD RD TRENTON NJ 08648 227301491 TO PROVIDE PENSION BENEFITS TO PARTICIPANTS NJ 401(A) N/A 0 IBEW LOCAL 269 SICK FUND 670 WHITEHEAD RD TRENTON NJ 08648 237178797 TO PROVIDE SICK BENEFITS TO PARTICIPANTS NJ 501(C)(9) N/A 0 IBEW LOCAL 269 WELFARE FUND 670 WHITEHEAD RD TRENTON NJ 08648 223693537 TO PROVIDE HEALTH WELFARE BENEFITS TO PARTICIPANTS NJ 501(C)(9) N/A 0 IBEW LOCAL 269 JOINT APPRENTICESHIP TRAINING AND TRUST FUND 670 WHITEHEAD RD TRENTON NJ 08648 221839567 TO PROVIDE TRAINING TO APPRENTICE PARTICIPANTS NJ 501(C)(3) SCHOOL N/A 0 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO 269 670 WHITEHEAD RD TRENTON NJ 08648 210482996 LABOR UNION ORGANIZED TO REPRESENT ELECTRICAL WORKERS NJ 501(C)(5) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 IBEW LOCAL UNION 269 P 14271 COST STUDY