2024-11-25T14:03:09-06:00 2024-04-30 470900880 Calibre CPA Group PLLC 230 West Monroe St Ste310 Chicago IL 60606 990 2023-05-01 237181744 LOCAL UNION 704 IBEW HEALTH AND WELFARE FUND LOCA 3097648080 1700 52ND AVENUE B MOLINE IL 61265 THOMAS TOWNSEND trustee 3097648080 2024-11-25 1 1 COREY BILKEY P00499751 3126550037 2023 2024-10-15 13:58:12Z 1700 52ND AVENUE B MOLINE IL 61265 3319655 0 X N/A X 1959 IA HEALTH & WELFARE BENEFITS 7 4 6 0 0 0 0 0 2466975 2593315 50563 115294 0 0 2517538 2708609 0 0 2036479 2422618 0 0 0 0 0 180725 186262 2217204 2608880 300334 99729 6223380 6759086 3576987 3939408 2646393 2819678 HEALTH & WELFARE BENEFITS 0 0 TO PROVIDE MEDICAL, DENTAL, VISION, LIFE AND LOSS OF TIME BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 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 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 4 0 1 6 1 0 0 0 0 0 0 0 0 X 7 4 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X RJ LEE LLP 3097648080 1700 52ND AVENUE SUITE B MOLINE IL 61265 RONALD THIELEN TRUSTEE 1.00 X 0 0 0 ANDY GENTHE TRUSTEE 1.00 X 0 0 0 MATT ELLIOT TRUSTEE 1.00 X 0 0 0 TOM TOWNSEND TRUSTEE 1.00 44.00 X 0 95684 40449 MATT MICHELS TRUSTEE 1.00 X 0 0 0 SPENCER PINS TRUSTEE 1.00 2.00 X 0 659 292 james vormezeele TRUSTEE 1.00 2.00 X 0 910 405 0 97253 41146 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 2370862 2370862 PARTICIPANT CONTRIBUTI 900099 222453 222453 2593315 115294 115294 611046 611046 0 0 2708609 2593315 0 115294 2422618 23907 16266 21170 5500 108084 4437 5827 PCORI FEES 1071 2608880 23565 27752 4615273 3947675 169218 186794 1415324 2596865 6223380 6759086 151610 196125 3425377 3743283 3576987 3939408 X 0 0 0 0 2646393 2819678 2646393 2819678 6223380 6759086 99729 73556 0 X X 0 1 X 1 0 0 ACCUMULATED ELIG CREDITS 445454 ACCUM BALANCES IN HRA ACCOUNTS 3297829 3743283 X 2776665 73556 73556 2703109 5500 5500 2708609 2241474 0 2241474 5500 361906 367406 2608880 Part X, Line 2: AS OF APRIL 30, 2024, THERE WERE 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 THE TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS. AT APRIL 30, 2024, THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO THE FISCAL YE3R ENDED APRIL 30, 2021. Part XII, Line 4b - Other Adjustments: CHANGES IN BENEFIT OBLIGATIONS 361,906. Form 990, Part VI, Section B, line 11b THE ORGANIZATION'S FORM 990 IS REVIEWED BY THE BOARD AND APPROVED BY THE BOARD BEFORE FILING. Form 990, Part VI, Section C, line 19 A SUMMARY ANNUAL REPORT IS DISTRIBUTED TO ALL PARTICIPANTS. PARTICIPANTS ARE ABLE TO REQUEST THE AUDITOR'S REPORT AND OTHER FINANCIAL INFORMATION FROM THE PLAN ADMINISTRATOR AND/OR THE US DEPARTMENT OF LABOR. ALSO, FORM 5500 IS OPEN TO PUBLIC INSPECTION THROUGH THE US DEPARTMENT OF LABOR. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. INTERNATIONAL BROTHERHOOD OF ELECT WORKERS #704 1610 GARFIELD AVENUE DUBUQUE IA 52001 420328998 IMPROVE CONDITIONS OF WORKERS IA 501(c)(5) 0 IBEW LOCAL 704 401K PLAN 1700 52ND AVENUE MOLINE IL 61265 161648691 RETIREMENT PLAN IL 401a 0 A & G ELECTRIC AUTOMATION TECHINICAL SERVICES LLC BAKER ELECTRIC COMPLETE CONTROL INC H&H ELECTRIC COMPANY INC HAWKEYE ELECTRIC KAISER ELECTRICAL CONTRACTORS INC KISH & SON ELECTRICAL INC MORSE ELECTRICAL INC PAULSON ELECTRIC CO OF DUBUQUE PRO ELECTRIC INC SISLER ELECTRIC INC THE STATE GROUP INDUSTRIAL (USA) LIMITED TRI-CITY ELECTRIC WESTPHAL & CO 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0