2025-06-12T13:58:01-05:00 2024-08-31 430831507 ANDERS MINKLER HUBER & HELM LLP 800 MARKET STREET SUITE 500 ST LOUIS MO 631012501 990 2023-09-01 431827623 TRUSTEES OF LOCAL 649 IBEW SUPPLEMENTAL UNEMPLOYMENT BENEFIT WELFARE FUND LOCA 3147522330 5735 ELIZABETH AVENUE ST LOUIS MO 63110 TERRY SHEWMAKE SECRETARY-TREASURER 3147522330 2025-06-06 1 0 R CHRISTOPHER MADISON P00161684 3146555500 2023 2025-03-06 01:10:19Z TERRY SHEWMAKE 5735 ELIZABETH AVENUE ST LOUIS MO 63110 533580 0 X N/A X 1998 MO TO PROVIDE BENEFITS 4 0 0 0 0 0 0 0 269725 317373 163901 216207 4119 0 437745 533580 0 0 169475 191063 30505 0 0 0 0 44556 63006 244536 254069 193209 279511 7788913 8877659 3299 15572 7785614 8862087 NONE 0 0 THIS FUND IS A COLLECTIVELY BARGAINED SUPPLEMENTAL UNEMPLOYMENT WELFARE FUND WHICH USES EMPLOYER CONTRIBUTIONS TO PROVIDE DEATH, SEVERANCE, SPOUSAL-DEPENDENT MEDICAL, RETIREE & HOLIDAY BENEFITS TO THE EMPLOYEES OF 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 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 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 CHAD BOEVING TRUSTEE 0.00 X X 0 0 0 TERRY SHEWMAKE SECRETARY-TREASURER 0.00 X X 0 0 0 BILLY SERBOUSEK TRUSTEE 0.00 X 0 0 0 ALAN UZZELL TRUSTEE 0.00 X X 0 0 0 RYAN MOUSER TRUSTEE 0.00 X X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 525100 317373 317373 317373 216207 216207 533580 317373 0 216207 191063 31547 20345 3000 5254 2200 MISCELLANEOUS 660 254069 125657 188735 25128 38169 542 0 7637586 8650755 7788913 8877659 3299 15572 3299 15572 X 0 0 0 0 7785614 8862087 7785614 8862087 7788913 8877659 279511 796962 0 X X 0 1 X 1 0 0 X 1330542 796962 796962 533580 0 533580 254069 0 254069 0 254069 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 NOT 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, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN'S MANAGEMENT BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2020. THE PLAN IS ALSO SUBJECT TO ROUTINE AUDITS BY THE DEPARTMENT OF LABOR, 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 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 ADMINISTRTATION 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 FOR 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. NECA-IBEW PENSION TRUST (IL-KY) 436184756 PENSION BENEFITS FOR LOCAL 702 MEMBERS IL 401 N/A 0 IBEW-NECA SERVICE CENTER INC 430896804 EMPLOYEE BENEFIT PLAN ADMINISTRATION MO 501(C)(5) N/A 0 ALERT ELECTRIC CONTRIBUTING EMPLOYER IL 0 BELL ELECTRICAL CONTR'S CONTRIBUTING EMPLOYER MO 0 BICKLE CONTRACTING CONTRIBUTING EMPLOYER IL 0 CAMP ELECTRIC & ENGINEERING CONTRIBUTING EMPLOYER IL 0 COLTRANE SYSTEMS LLC CONTRIBUTING EMPLOYER MO 0 DYNAMIC ELECTRIC CORP CONTRIBUTING EMPLOYER IA 0 ELECTRICO INC CONTRIBUTING EMPLOYER IL 0 FIVE STAR ELECTRIC CONTRIBUTING EMPLOYER MO 0 FRANK SAGER & SON INC CONTRIBUTING EMPLOYER MO 0 GRIMM ELECTRIC INC CONTRIBUTING EMPLOYER IL 0 GRP WEGMAN CO CONTRIBUTING EMPLOYER IL 0 GUARANTEE ELECTRICAL CO CONTRIBUTING EMPLOYER MO 0 JF ELECTRIC INC CONTRIBUTING EMPLOYER IL 0 JARRELLCHARLES E JARREL CONTRIBUTING EMPLOYER MO 0 JARVIS ELECTRIC CONTRIBUTING EMPLOYER IL 0 JJ WHITE INC CONTRIBUTING EMPLOYER IL 0 KAEMMERLEN ELECTRIC COMP CONTRIBUTING EMPLOYER MO 0 KAISER ELECTR CONTR CONTRIBUTING EMPLOYER IL 0 KAY-BEE ELECTRIC CONTRIBUTING EMPLOYER MO 0 LU309 INC SEC RECIP CONTRIBUTING EMPLOYER IL 0 LIBERTY ELECTRIC INC CONTRIBUTING EMPLOYER MO 0 LOCAL UNION 649 IBEW CONTRIBUTING EMPLOYER IL 0 LOWRY ELECTRIC CONTRIBUTING EMPLOYER IL 0 MC ELECTRIC INC CONTRIBUTING EMPLOYER IL 0 PFEFFER ELECTRICAL CONTR CONTRIBUTING EMPLOYER IL 0 PIROS SIGNS INC CONTRIBUTING EMPLOYER MO 0 POINTER ELECTRIC CONTRIBUTING EMPLOYER IL 0 PYRAMID ELECTRIC CONTRIBUTING EMPLOYER IL 0 RJP ELECTRIC CONTRIBUTING EMPLOYER IL 0 RUYLE MECHANICAL SERVICES CONTRIBUTING EMPLOYER IL 0 RYSE ELECTRIC LLC CONTRIBUTING EMPLOYER MO 0 SACHS ELECTRIC COMPANY CONTRIBUTING EMPLOYER MO 0 SCHAEFFER ELECTRIC CO CONTRIBUTING EMPLOYER MO 0 SENERGY ELECTRIC INC CONTRIBUTING EMPLOYER IL 0 ST CHAS SIGN & ELEC INC CONTRIBUTING EMPLOYER MO 0 SUTTERFIELD ELEC CONT CONTRIBUTING EMPLOYER IL 0 TD 4 ELECTRICAL CONTRIBUTING EMPLOYER MO 0 WARREN SIGN CO INC CONTRIBUTING EMPLOYER MO 0 WISSEHR ELECTRIC INC CONTRIBUTING EMPLOYER IL 0 KAISER ELECTRIC INC CONTRIBUTING EMPLOYER MO 0 GLAENZER ELECTRIC INC CONTRIBUTING EMPLOYER IL 0 THOMPSON ELECTRONICS CO CONTRIBUTING EMPLOYER IL 0 BODINE ELECT OF DECATUR CONTRIBUTING EMPLOYER IL 0 SCHAEFER ELECTRIC INC CONTRIBUTING EMPLOYER IL 0 O'FALLON ELECTRIC CONTRIBUTING EMPLOYER IL 0 BYRNE ELECTRIC CO CONTRIBUTING EMPLOYER MO 0 NOOTER CONSTRUCTION CONTRIBUTING EMPLOYER MO 0 AKRON ELECTRIC CONTRIBUTING EMPLOYER OH 0 GRECO ELECTRICAL LLC CONTRIBUTING EMPLOYER IL 0 CONTINENTAL ELECTRICAL CO CONTRIBUTING EMPLOYER IL 0 CONNOR ELECTRIC SERVICES CONTRIBUTING EMPLOYER IA 0 CAPITAL ELECTRIC CONSTR CONTRIBUTING EMPLOYER KS 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 1