2025-06-12T13:56:46-05:00 2024-08-31 430831507 ANDERS MINKLER HUBER & HELM LLP 800 MARKET STREET SUITE 500 ST LOUIS MO 631012501 990 2023-09-01 431724421 BOARD OF TRUSTEES SOUTHERN ILLINOIS ELECTRICAL RETIREE WELFARE PLAN SOUT 3147522330 5735 ELIZABETH AVENUE ST LOUIS MO 63110 DAVID CONDER CHAIRMAN 3147522330 2025-06-06 1 0 R CHRISTOPHER MADISON P00161684 3146555500 2023 2025-03-06 01:10:19Z DAVID CONDER 5735 ELIZABETH AVENUE ST LOUIS MO 63110 11459942 0 X N/A X 1995 MO WELFARE BENEFITS 8 0 0 0 0 0 0 0 2542294 2602102 645890 3622168 3440 1458 3191624 6225728 0 0 871955 915730 0 0 0 0 0 83843 99234 955798 1014964 2235826 5210764 31998663 37606006 0 1890 31998663 37604116 NONE 0 0 THE FUND IS A COLLECTIVELY BARGAINED WELFARE FUND WHICH USES EMPLOYER CONTRIBUTIONS TO PROVIDE RETIREE MEDICAL BENFEITS TO EMPLOYEES OF THE CONTRIBUTING EMPLOYERS 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 2 0 1 0 1 0 0 0 0 0 0 0 0 0 0 X 8 0 0 1 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X IBEW - NECA SERVICE CENTER 3147522330 5735 ELIZABETH AVENUE ST LOUIS MO 63110 X X DAVID CONDER CHAIRMAN 0.00 X X 0 0 0 BJ SIMMERMAN EXITING TRUSTEE 0.00 X 0 0 0 MONTE RUSSELL TRUSTEE 0.00 X 0 0 0 STEVE HUGHART SECRETARY-TREASURER 0.00 X X 0 0 0 SHANE SULLIVAN TRUSTEE 0.00 X 0 0 0 TATE WRIGHT TRUSTEE 0.00 X 0 0 0 BRENT SIZEMORE TRUSTEE 0.00 X 0 0 0 PAM ALLEN TRUSTEE 0.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 525100 2602102 2602102 2602102 939790 939790 7916592 5234214 2682378 2682378 2682378 OTHER INCOME 900099 1458 1458 1458 6225728 5285938 0 939790 915730 26872 3992 22055 7000 26979 287 6040 4584 DUES AND SUBSCRIPTIONS 1425 1014964 25000 12874 738614 2259332 232125 236610 31002924 35097190 31998663 37606006 1890 0 1890 X 0 0 0 0 31998663 37604116 31998663 37604116 31998663 37606006 5210764 394689 0 X X 0 1 X 1 0 0 X 6620417 394689 394689 6225728 0 6225728 1014964 0 1014964 0 1014964 PART X, LINE 2: IN ACCORDANCE WITH GAAP, THE PLAN'S MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. THE PLAN'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF AUGUST 31, 2023 AND 2022, THERE WERE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE THE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN SPONSOR BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS PRIOR TO 2020. THE PLAN IS ALSO SUBJECT TO ROUTINE AUDITS BY THE DOL GENERALLY FOR SIX YEARS AFTER THE STATUTORY DUE DATE OF THE ANNUAL INFORMATION RETURN. THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIODS. FORM 990, PART XI, LINE 5 UNREALIZED GAINS/LOSSES ON INVESTMENTS IS CONSIDERED A RECONCILING ITEM FOR REVENUE TO THE FINANCIAL STATEMENTS AS SHOWN ABOVE. FORM 990, PART VI, SECTION A, LINE 3 THE TRUST FUND ADMINISTRATION IS PROVIDED BY THE IBEW-NECA SERVICE CENTER, INC. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 WAS PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE FUND DOES NOT REGULARLY PROVIDE SUCH INFORMATION TO THE PUBLIC UNLESS UPON REQUEST. THIS INFORMATION IS FOR INTERNAL USE AND FOR THE USE OF THE PARTICIPANTS OF THE FUND. FORM 990, PART VII, SECTION A: THE SALARY AND BENEFITS INFORMATION FOR THE TRUSTEES WHO COULD BE CONSIDERED RELATED TO THE FUND IS REPORTED ON THE RESPECTIVE FORM 990'S FOR THE ENTITIES THAT PAY THE TRUSTEE'S SALARIES AND BENEFITS. FORM 990, PART XII, LINE 2C: NO CHANGE FROM THE PRIOR YEAR. 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