2024-06-17T09:44:28-05:00 2023-08-31 430831507 ANDERS MINKLER HUBER & HELM LLP 800 MARKET STREET SUITE 500 ST LOUIS MO 631012501 990 2022-09-01 431724421 BOARD OF TRUSTEES SOUTHERN ILLINOIS ELECTRICAL RETIREE WELFARE PLAN SOUT 3147522330 5735 ELIZABETH AVENUE ST LOUIS MO 63110 DAVID CONDER CHAIRMAN 3147522330 2024-05-30 1 DAVID CONDER 999009999 0 R CHRISTOPHER MADISON P00161684 3146555500 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVID CONDER 5735 ELIZABETH AVENUE ST LOUIS MO 63110 3191624 0 X N/A X 1995 MO WELFARE BENEFITS 8 0 0 0 0 0 0 0 2245230 2542294 517944 645890 1819 3440 2764993 3191624 0 0 848299 871955 14821 0 0 0 0 64900 83843 928020 955798 1836973 2235826 28310258 31998663 0 0 28310258 31998663 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 1 0 1 0 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 TRUSTEE 0.00 X 0 0 0 MONTE RUSSELL TRUSTEE 0.00 X 0 0 0 STEVE WILSON EXITING 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 2542294 2542294 2542294 645890 645890 OTHER INCOME 900099 3440 3440 3440 3191624 2545734 0 645890 871955 27889 5731 19870 7000 14500 3030 4586 ONLINE REPORTING DEVELO 1237 955798 1482067 25000 738614 210499 232125 26617692 31002924 28310258 31998663 0 0 X 0 0 0 0 28310258 31998663 28310258 31998663 28310258 31998663 2235826 1452579 0 X X 0 1 X 1 0 0 X 4644203 1452579 1452579 3191624 0 3191624 955798 0 955798 0 955798 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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