2024-03-12T13:57:24-05:00 2023-05-31 161092347 MENGEL METZGER BARR & CO LLP 333 EAST WATER ST STE 200 ELMIRA NY 14901 990 2022-06-01 150347948 IBEW LOCAL NO 241 WELFARE FUND IBEW 6072722809 134 CECIL A MALONE DRIVE ITHACA NY 14850 TODD BRUER ADMINISTRATOR 6072722809 2024-03-08 1 TODD BRUER 999009999 1 KRISTA L NILES-UPDYKE P00958947 6077344183 2024-03-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TODD BRUER 134 CECIL A MALONE DRIVE ITHACA NY 14850 3629590 0 X N/A X 1960 NY THE PLAN PROVIDES HOSPITAL, SURGICAL, MAJOR MEDICAL, VISION AND DENTAL, LIFE AND ACCIDENTAL DEATH BENEFITS TO ELIGIBLE PARTICIPANTS. 6 5 0 0 0 0 0 0 2887459 2978399 455623 564445 6647 86746 3349729 3629590 0 0 2340012 2829880 0 0 0 0 0 278020 332615 2618032 3162495 731697 467095 10452620 10219252 148525 96902 10304095 10122350 THE PLAN PROVIDES HOSPITAL, SURGICAL, MAJOR MEDICAL, VISION AND DENTAL, LIFE AND ACCIDENTAL DEATH BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 3162495 3065145 ALL FUNDS ARE USED FOR LOCAL IBEW MEMBERS HOSPITAL AND MEDICAL EXPENSESINCLUDING EYE AND DENTAL. 3162495 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 3 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X THE ORGANIZATION 6072722809 134 CECIL A MALONE DRIVE ITHACA NY 14850 TODD BRUER ADMINISTRATOR 0.50 40.00 X 0 97614 62670 MICHAEL HEROLD TRUSTEE 0.50 0.50 X 0 2015 0 BRIAN WEATHERBY TRUSTEE 0.50 0.50 X 0 2242 0 GEORGE DENMARK TRUSTEE 0.50 0.50 X 0 0 0 MEREDITH KUMPON TRUSTEE 0.50 0.50 X 0 0 0 JOSHUA WHITMORE TRUSTEE 0.50 0.50 X 0 0 0 0 101871 62670 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 2889126 2889126 EMPLOYEE CONTRIBUTIONS 900099 89273 89273 2978399 564445 564445 MISCELLANEOUS REVENUE 900099 86746 86746 86746 3629590 3065145 0 564445 2829880 41325 57024 12813 29169 576 13860 5193 ADMINISTRATIVE FEES 168051 MISCELLANEOUS 4604 3162495 1099161 915752 266048 277373 44186 67533 9043225 8958594 10452620 10219252 133665 72430 11716 11716 3144 12756 148525 96902 X 0 0 0 0 10304095 10122350 10304095 10122350 10452620 10219252 467095 -648840 0 X X 0 1 X 1 0 0 DUE TO BROKER 12756 12756 X 2980750 -648840 -648840 3629590 0 3629590 3162495 0 3162495 0 3162495 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF MAY 31, 2023, THERE ARE 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 TAX JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO MAY 31, 2020. 0 0 0 TODD BRUER ADMINISTRATOR 0 97614 0 0 0 0 0 0 0 62670 0 160284 0 0 FORM 990, PART VI, SECTION B, LINE 11B COPIES OF FORM 990 ARE DISTRIBUTED TO BOARD MEMBERS PRIOR TO FILING FOR FORMAL BOARD MEMBER REVIEW FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES MUST SIGN STATEMENT ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, WRITTEN CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS FOR AUDIT OVERSIGHT AND AUDITOR SELECTION HAS NOT CHANGED FROM THE PRIOR YEAR IBEW LOCAL 241 134 CECIL A MALONE DRIVE ITHACA NY 14850 150347943 GENERAL NY 501(C)(5) IBEW LOCAL 241 0 IBEW LOCAL 241 JOINT APPRENTICESHIP TRAINING PLAN 134 CECIL A MALONE DRIVE ITHACA NY 14850 237257515 TRAINING FUND NY 501(C)(3) IBEW LOCAL 241 0 IBEW LOCAL 241 DEFINED CONTRIBUTION 134 CECIL A MALONE DRIVE ITHACA NY 14850 166118689 DEFINED CONTRIBUTION #002 NY 401(A) IBEW LOCAL 241 0 IBEW LOCAL 241 PENSION PLAN 134 CECIL A MALONE DRIVE ITHACA NY 14850 166118689 PENSION PLAN #001 NY 401(A) IBEW LOCAL 241 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 IBEW LOCAL 241 Q 63352 ANALYSIS OF ACTUAL EXPENSES IBEW LOCAL 241 JOINT APPRENTICESHIP TRAINING PLAN K 13860 REAL ESTATE APPRAISAL