2025-09-12T13:16:30-04:00 2025-04-30 471793720 ARCARA LENDA EUSANIO & STACEY CPA'S PC 5214 MAIN ST STE 200 WILLIAMSVILLE NY 14221 990 2024-05-01 160841426 LOCAL NO 41 IBEW HEALTH FUND LOCA 7166626122 3546 CALIFORNIA ROAD ORCHARD PARK NY 142171746 LEEANN MURPHY PLAN ADMINISTRATOR 7166626122 2025-09-12 true DAVID ARCARA CPA P00165827 7166342722 2025-09-12 2024 2025-03-06 01:10:19Z LEEANN MURPHY 3546 CALIFORNIA ROAD ORCHARD PARK NY 142171746 74387982 false X X 1960 NY THE FUND PROVIDES HEALTH AND WELFARE BENEFITS FOR ELIGIBLE PARTICIPANTS WORKING UNDER THE TERMS OF THE COLLECTIVE BARGAINING AGREEMENT, RECIPROCAL AGREEMENT, OR PARTICIPATION AGREEMENT REQUIRING CONTRIBUTIONS TO THE FUND. 6 4 5 0 0 19327570 22155984 853847 3041044 252832 307101 20434249 25504129 0 16376488 18238660 1170787 1376388 0 0 407981 454364 17955256 20069412 2478993 5434717 49137150 56023730 395318 588382 48741832 55435348 THE FUND PROVIDES HEALTH AND WELFARE BENEFITS FOR ELIGIBLE PARTICIPANTS WORKING UNDER THE TERMS OF THE COLLECTIVE BARGAINING AGREEMENT, RECIPROCAL AGREEMENT, OR PARTICIPATION AGREEMENT REQUIRING CONTRIBUTIONS TO THE FUND. false false PROVISION OF LIFE, DISABILITY AND OTHER HEALTH AND WELFARE BENEFITS. false false false false false false false false false true false false false true true true false false false false false false false false false false false false true false false false false false false false false false false false true false false true 2 0 5 true false false false false false false false false X 6 4 false false false false false false false true true false false true true true true true true true true false X LEEANN MURPHY 7166626122 3546 CALIFORNIA ROAD ORCHARD PARK NY 14127 X GREGORY INGLUT TRUSTEE 1.00 40.00 X 22095 135219 69161 MATTHEW J HILMEY TRUSTEE 1.00 40.00 X 43735 111870 68460 LEEANN MURPHY PLAN ADMINIS 14.00 22.00 X 97726 0 69918 CHRISTOPHER BOVE TRUSTEE 1.00 0.00 X 19448 0 0 RENEE E LAMONACO TRUSTEE 1.00 0.00 X 0 0 0 RICHARD LOMBARD TRUSTEE 1.00 0.00 X 0 0 0 KEVIN P NUGENT TRUSTEE 1.00 0.00 X 0 0 0 183004 247089 207539 false true false EMPLOYER CONTRIBUTIONS 900099 21773849 21773849 PARTICIPANT CONTRIBUTIONS 900099 382135 382135 22155984 1610764 1610764 50314133 48883853 1430280 1430280 1430280 SHARED COST REIMBURSMENTS 900099 299876 299876 OTHER INCOME 900099 7225 7225 307101 25504129 22463085 3041044 18238660 170547 246220 59864 94811 804946 30741 38764 233037 48996 27901 25156 10641 12636 15464 11028 20069412 0 0 0 6168017 690658 8718032 2084224 2506533 129165 109524 35105 19641 40159146 44779524 49137150 56023730 290318 448382 105000 140000 395318 588382 X 48741832 55435348 48741832 55435348 49137150 56023730 X 5434717 1258799 X false true X true false 129165 109524 19641 19641 DEPOSITS 140000 140000 X 26221409 1258799 -299876 958923 25262486 241643 241643 25504129 19527893 -299876 -299876 19827769 241643 241643 20069412 SCHEDULE D, PAGE 3, PART X ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITION TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. FUND MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AS OF APRIL 30, 2025, 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 FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS. MANAGEMENT BELIEVES THAT THE FUND IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION FOR THE YEARS PRIOR TO APRIL 30, 2022. SCHEDULE D, PAGE 4, PART XI, LINE 2D SHARED COST REIMBURSEMENTS -299,876 SCHEDULE D, PAGE 4, PART XII, LINE 2D SHARED COST REIMBURSEMENTS -299,876 false false false GREGORY INGLUT TRUSTEE 135219 22095 39117 30044 22095 204380 MATTHEW J HILMEY TRUSTEE 111870 43735 38416 30044 43735 180330 LEEANN MURPHY PLAN ADMINISTRATOR 97468 258 39122 30796 167644 SCHEDULE J, PART III OTHER REPORTABLE COMPENSATION IN PART II (B)(III) IS FOR BENEFIT PAYMENTS MADE BY THE PLAN TO THE INDIVIDUALS AS PARTICIPANTS IN THE PLAN. FORM 990, PAGE 6, PART VI, LINE 11B A DRAFT OF THE FORM 990 IS PROVIDED TO THE PLAN ADMINISTRATOR AND TRUSTEES FOR REVIEW AND APPROVAL BEFORE FILING THE RETURN. FORM 990, PAGE 6, PART VI, LINE 12C THE FUND REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REQUESTING THAT AN ANNUAL ACKNOWLEDGMENT FORM BE SIGNED AND SUBMITTED BY EACH TRUSTEE. IF ANY POTENTIAL CONFLICTS ARE DISCLOSED, THE TRUSTEES WILL DETERMINE WHETHER FURTHER FACTS AND FOLLOW-UP QUESTIONS ARE NECESSARY TO DETERMINE IF A CONFLICT OF INTEREST EXISTS. FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION OF TOP MANAGEMENT AND KEY EMPLOYEES ARE REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PAGE 6, PART VI, LINE 15B EMPLOYEE COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PAGE 6, PART VI, LINE 19 THE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST. FORM 990, PART VII THE W-2 AMOUNT SHOWING FOR LEEANN MURPHY INCLUDES HER BASE PAY, WHICH IS SHARED AMONGST RELATED BENEFIT PLANS, AS WELL AS A TAXABLE BENEFIT RECEIVED AS A PARTICIPANT IN THE HEALTH FUND. THE W-2 AMOUNT REFLECTED FOR CHRISTOPHER BOVE INCLUDES LOST TIME FOR ATTENDANCE AT MEETINGS OF THE BOARD OF TRUSTEES, AS HE IS AN ACTIVE MEMBER OF LOCAL 41, AS WELL AS BENEFITS RECEIVED AS A PARTICIPANT IN THE HEALTH FUND. THE W-2 AMOUNTS REFLECTED FOR GREGORY INGLUT AND MATTHEW HILMEY, WHO ARE OFFICERS OF LOCAL 41, ARE FOR BENEFITS RECEIVED AS PARTICIPANTS IN THE HEALTH FUND. MEMBERS OF THE BOARD OF TRUSTEES ARE NOT COMPENSATED IN THEIR CAPACITY AS TRUSTEES. FORM 990, PART XI, LINE 9 SHARED COST REIMBURSEMENTS -299,876 SHARED COST REIMBURSEMENTS 299,876 LOCAL NO 41 IBEW UNION 3546 CALIFORNIA ROAD ORCHARD PARK NY 14127 160492690 UNION NY 501C5 N/A false LOCAL NO 41 IBEW BUILDING CORP 3546 CALIFORNIA ROAD ORCHARD PARK NY 14127 222197144 BLDG CORP NY 501C2 N/A false LOCAL NO 41 IBEW PENSION PLAN 3546 CALIFORNIA ROAD ORCHARD PARK NY 14127 160851799 DB PENSION NY 401A N/A false LOCAL UNION NO 41 IBEW ANNUITY FUND 3546 CALIFORNIA ROAD ORCHARD PARK NY 14127 166069938 DC PENSION NY 401A N/A false AHLSTROM-SCHAEFFER ELECTCORP EMPLOYER N/A false ARC & COMMUNICATIONS EMPLOYER N/A false B & N ELECTRIC LLC EMPLOYER N/A false BECC ELECTRIC EMPLOYER N/A false BILLITIER ELECTINC EMPLOYER N/A false BUFFALO MOTOR & GENERATOR CORP EMPLOYER N/A false BUFFALO SECURITY & FIRE CO EMPLOYER N/A false CIR ELECTRICAL CONS CORP EMPLOYER N/A false CITY OF BUFFALO BD OF EDUC EMPLOYER N/A false CONCORD ELECTRIC CORP EMPLOYER N/A false CUSTOM LIGHTING SERVICES EMPLOYER N/A false DELTEX ELECTRIC INC EMPLOYER N/A false DONAHUE CONTROL CORP EMPLOYER N/A false DYNO GROUP INC EMPLOYER N/A false E-CON ELECTRIC INC EMPLOYER N/A false E-J ELECTRIC LLC EMPLOYER N/A false ECOELECTRICAL SOLUTIONS LLC EMPLOYER N/A false ELECT SERV & SYS INST INC EMPLOYER N/A false ERIE ELECTRIC CORPORATION EMPLOYER N/A false FERGUSON ELECTRIC INC EMPLOYER N/A false FREY ELECTRIC CONS CO INC EMPLOYER N/A false GILLIGAN ELECTRIC CORP EMPLOYER N/A false GOODWIN ELECTRIC COR EMPLOYER N/A false HEWITT YOUNG ELECTRIC LLC EMPLOYER N/A false INDUSTRIAL POWER & LGHTNG CORP EMPLOYER N/A false KAPLAN-SCHMIDT ELECTRIC INC EMPLOYER N/A false KEL-KUR ELECT CONTRACTING LL EMPLOYER N/A false KASSELMAN ELECTRIC CO INC EMPLOYER N/A false LACUR ENTERPRISES INC EMPLOYER N/A false LUMINARY ELECTRICAL CONTRACTOR LLC EMPLOYER N/A false MATCO ELECTRIC CORP EMPLOYER N/A false MCMULLEN-BISHOP INC EMPLOYER N/A false MJM ELECTRIC CONSTRUCTION INC EMPLOYER N/A false MORS SERVICE GROUP EMPLOYER N/A false NETWORK WIRING SOLUTIONS INC EMPLOYER N/A false NORTH LINE UTILITY LLC EMPLOYER N/A false O CONNELL ELECTRIC CO EMPLOYER N/A false PENN OHIO ELECTRICAL COMPANY EMPLOYER N/A false RABE ENVIORNMENTAL EMPLOYER N/A false RAND & JONES ENTERPRISES EMPLOYER N/A false RESA SERVICE LLC EMPLOYER N/A false SCHULER-HAAS ELECTRIC CORP EMPLOYER N/A false STATE UNIVERSITY OF NY BUF EMPLOYER N/A false SUBURBAN ELECTRICALBION INC EMPLOYER N/A false SUTTLES ELECTRICAL CONST CORP EMPLOYER N/A false STENZLE ELECTRICAL CONST CO N/A false TASK FORCE POWER INC EMPLOYER N/A false THE STATE GRP INDUSTRIAL LTD EMPLOYER N/A false UNIVERSAL ELECTRIC SERVICES EMPLOYER N/A false VETERAN ELECTRICAL CONTRACTING SERV EMPLOYER N/A false WEYDMAN ELECTRIC INC EMPLOYER N/A false false false false false false false false false false false true false false true true false true false false