2024-07-22T07:35:01-05:00 2023-12-31 470900880 CALIBRE CPA GROUP PLLC 230 WEST MONROE ST STE310 CHICAGO IL 60606 990 2023-01-01 363936888 IBEW LOCAL 176 SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND IBEW 8157292666 1100 N E FRONTAGE ROAD JOLIET IL 60431 ANDY RICO TRUSTEE 8157292666 2024-07-22 1 ANDY RICO 999009999 1 AARON PLATH P01360263 3126550037 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z ANDY RICO 1100 N E FRONTAGE ROAD JOLIET IL 60431 7086231 0 X N/A X 1994 IL TO PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS. 6 3 789 0 0 0 0 0 2689232 3547263 148508 75911 0 0 2837740 3623174 0 0 2670418 2561524 198656 174018 0 0 0 53084 60766 2922158 2796308 -84418 826866 11196809 12458210 0 4246 11196809 12453964 TO PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS. 0 0 FUNDS ARE USED TO PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS FOR 7,677 ELIGIBLE PARTICIPANTS. 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 8 0 1 789 1 0 0 0 0 0 0 0 0 X 6 3 0 1 0 0 0 0 0 1 0 0 0 0 1 1 1 0 1 0 0 0 X NICHOLE CASSEM 8157292666 1100 N E FRONTAGE ROAD JOLIET IL 60431 ANDY RICO TRUSTEE 3.00 40.00 X 0 148639 93434 NICK OLSON TRUSTEE 3.00 3.00 X 0 16160 13141 RYAN ALDRICH TRUSTEE 3.00 40.00 X 0 139711 93434 DAVID RUDER TRUSTEE 3.00 X 0 0 0 JEFF KEAST TRUSTEE 3.00 X 0 0 0 PAUL ROLIH TRUSTEE 3.00 X 0 0 0 0 304510 200009 0 0 1 0 0 CONTRACTOR CONTRIBUTIONS 900099 3547263 3547263 3547263 388967 388967 3150001 3463057 -313056 -313056 -313056 3623174 3547263 0 75911 2561524 174018 24000 2313 24988 6365 2342 758 2796308 3798118 536984 431 5399589 508782 460874 6878253 6011868 11225 48895 11196809 12458210 4246 0 4246 X 0 0 0 0 11196809 12453964 11196809 12453964 11196809 12458210 826866 430289 0 X X 0 1 X 1 0 0 X 4047098 430289 430289 3616809 6365 6365 3623174 2789943 0 2789943 6365 6365 2796308 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AS A TAX EXEMPT ORGANIZATION. THE PLAN HAS OBTAINED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE AND THE PLAN SPONSOR BELIEVES THAT THE PLAN, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE INTERNAL REVENUE CODE. 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 ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. AS OF DECEMBER 31, 2023, 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 TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AT DECEMBER 31, 2023, THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO THE YEAR ENDED DECEMBER 31, 2020. 0 0 0 ANDY RICO TRUSTEE 0 148039 0 0 0 600 0 46145 0 47289 0 242073 0 0 RYAN ALDRICH TRUSTEE 0 139111 0 0 0 600 0 46145 0 47289 0 233145 0 0 FORM 990, PART VI, SECTION A, LINE 3 LINE 3 EXPLANATION - ZENITH AMERICAN IS THE THIRD PARTY ADMINISTRATOR HIRED TO ADMINISTER THE FUND'S DAY-TO-DAY OPERATIONS. FORM 990, PART VI, SECTION A, LINE 8B THE GOVERNING BODY HAS NO OTHER COMMITTEE THAT HOLDS MEETINGS OR MAKES DECISIONS. FORM 990, PART VI, SECTION B, LINE 11B THE TRUSTEES AUTHORIZE THE FUND'S THIRD-PARTY ADMINISTRATOR AND A DESIGNATED TRUSTEE TO REVIEW THE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES ARE GOVERNED BY THE TRUST DOCUMENT AND HAVE A FIDUCIARY RESPONSIBILTY UNDER ERISA TO ADMINISTER THE PLAN IN THE BEST INTEREST OF THE MEMBERSHIP. THE US DEPARTMENT OF LABOR REQUIRES ALL LABOR TRUSTEES TO REPORT ON FORM LM-30 POTENTIAL SITUATIONS WHERE THERE MAY BE CONFLICTS OF INTEREST. THIS INFORMATION IS OPEN TO THE PUBLIC. FORM 990, PART VI, SECTION B, LINE 15 THE FUND IS ADMINISTERED BY A THIRD-PARTY ADMINISTRATOR. THERE ARE NO EMPLOYEES OF THE FUND. THE FUND PROVIDES SUPPLEMENT UNEMPLOYMENT BENEFITS TO MEMBERS OF THE FUND UNDER THE TERMS OF THE PLAN DOCUMENT. THESE BENEFITS ARE REQUIRED TO BE REPORTED ON FORM W-2 AS WAGES. FORM 990, PART VI, SECTION C, LINE 19 A SUMMARY ANNUAL REPORT IS DISTRIBUTED TO ALL PARTICIPANTS. PARTICIPANTS ARE ABLE TO REQUEST THE ACCOUNTANT'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 THERE HAS BEEN NO CHANGE IN THE PROCESS FROM THE PRIOR YEAR. 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