2024-09-03T12:14:56-05:00 2023-10-31 371206530 SCHEFFEL BOYLE 322 STATE ST ALTON IL 620026135 990 2022-11-01 200221802 ALTON IBEWNECA HEALTH AND WELFARE PLAN ALTO 3147522330 5735 ELIZABETH AVE ST LOUIS MO 63110 COREY WIRTH PLAN ADMIN/EXECUTIVE DIRECTOR 3147522330 2024-08-21 1 0 GEORGE MOORE CPA P00028125 6184654288 2024-08-21 2022 2024-08-08 14:25:15Z COREY WIRTH 5735 ELIZABETH AVE ST LOUIS MO 63110 6603794 0 1 X N/A X 2003 IL PROVIDE HEALTH AND WELFARE BENEFITS 4 4 0 0 0 0 0 0 5616595 5656197 111330 102589 112339 141381 5840264 5900167 0 0 4932265 5169092 0 0 0 0 0 671969 655833 5604234 5824925 236030 75242 5133564 5737830 2859185 3308871 2274379 2428959 PROVIDE HEALTH AND WELFARE BENEFITS 0 0 PROVIDE HEALTH AND WELFARE BENEFITS FOR UNION MEMBERS AND THEIR BENEFICIARIES; APPROXIMATELY 250 PARTICIPANTS 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 1 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X COREY WIRTH 3147522330 5735 ELIZABETH AVENUE ST LOUIS MO 63110 X TERRY SHEWMAKE CHAIRMAN 1.00 X X 0 0 0 ALAN UZZELL TRUSTEE 1.00 X 0 0 0 BILLY SERBOUSEK TRUSTEE 1.00 X 0 0 0 CHAD BOEVING TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 4938366 4938366 PARTICIPANT CONTRIBUTI 339637 339637 RECIPROCAL CONTRIBUTIO 271745 271745 UNION CONTRIBUTIONS 106449 106449 5656197 106216 106216 700000 703627 -3627 -3627 -3627 PRESCRIPTION REBATES 107643 107643 RDS PAYMENTS 31169 31169 MISCELLANEOUS INCOME 2569 2569 141381 5900167 5797578 0 102589 5169092 STOP LOSS PREMIUMS 447304 PROFESSIONAL/CONSULTING 190793 POSTAGE AND SHIPPING 8706 BANK FEES 3979 5051 5824925 240671 1323742 670155 682703 4222738 3709665 0 21720 5133564 5737830 107548 66643 2751637 3242228 2859185 3308871 X 0 0 0 0 2274379 2428959 2274379 2428959 5133564 5737830 75242 79338 0 X X 0 1 X 1 0 0 CLAIMS PAYABLE 3242228 3242228 X 5979505 84338 84338 5895167 5000 5000 5900167 5334334 0 5334334 490591 490591 5824925 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE PLAN MEETS THE REQUIREMENTS OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(9), A VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION, OF THE INTERNAL REVENUE CODE. ALTHOUGH THE PLAN HAS BEEN AMENDED SINCE THE ORIGINAL DETERMINATION OF EXEMPTION, THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS DESIGNED AND IS CURRENTLY BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN ADMINISTRATOR TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY FOR ANY UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAX AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2019. PART XII, LINE 4B - OTHER ADJUSTMENTS: INCREASE IN BENEFIT OBLIGATIONS PART XII, LINE 4B - OTHER ADJUSTMENTS: INCREASE IN BENEFIT OBLIGATIONS JF ELECTRIC BOARD OVERLAY 2884744 EMPLOYER CONTRIBUTION 0 SCHEDULE L, PART IV MANAGEMENT OF J.F. ELECTRIC IS ON THE BOARD OF ALTON IBEW/NECA AND J.F. ELECTRIC MAKES EMPLOYER CONTRIBUTIONS GREATER THAN $100,000 IN A YEAR OR $10,000 IN A SINGLE TRANSACTION TO ALTON IBEW/NECA HEALTH AND WELFARE FUND IN THE ORDINARY COURSE OF BUSINESS. EXTENSION-TAXPAYER COMPLIANCE HISTORY SUPPORTS LATE FILED PENALTY ABATEMENT TAXPAYER MISSED THE FILING DEADLINE FOR THE EXTENSION REQUEST. WE RESPECTFULLY REQUEST THE NON-ASSERTION OF THE LATE-FILING PENALTY BASED ON REASONABLE CAUSE. SECTION 6698 PROVIDES A PENALTY FOR FAILURE TO TIMELY FILE A RETURN WHEN DUE, WE ARE REQUESTING PENALTY ABATEMENT DUE TO REASONABLE CAUSE UNDER REG 301.6724-1(B)(1) AND (2). THIS TAXPAYER HAS AN ESTABLISHED HISTORY OF COMPLYING WITH THE FILING OF RETURNS. THE TAXPAYER IS NOT AWARE OF ANY PENALTIES HAVING BEEN ASSESSED AGAINST IT FOR LATE FILED FORMS 990. THE TAXPAYER'S PAST RECORD OF OVERALL TAX AND INFORMATION REPORTING COMPLIANCE IS INDICATIVE OF A TAXPAYER THAT TAKES ITS FILING REQUIREMENT VERY SERIOUSLY. IMPOSING PENALTIES IN THIS CASE WOULD BE INCONSISTENT WITH THE PURPOSE OF PENALTIES AS EXPLAINED IN THE IRS PENALTIES HANDBOOK. AS SUCH, WE RESPECTFULLY REQUEST THE FAILURE TO TIMELY FILE PENALTY BE ABATED. FORM 990, PART VI, SECTION B, LINE 11B LINE 11A EXPLANATION - THE FORM IS REVIEWED BY THE ADMINISTRATIVE OFFICERS AND CERTAIN OFFICERS AND TRUSTEES. APPLICABLE SECTIONS ARE REVIEWED BY THE ORGANIZATION'S LEGAL COUNSEL. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES MONITOR COMPLIANCE WITH THE WRITTEN CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: PROCESS HAS NOT CHANGED FROM PRIOR YEARS ALERT ELECTRIC CONTRIBUTING EMPLOYER 0 AMS MECHANICAL SYSTEMS CONTRIBUTING EMPLOYER 0 ASCHINGER ELECTRIC CO CONTRIBUTING EMPLOYER 0 BARCOM ELECTRONICS INC CONTRIBUTING EMPLOYER 0 BEL-CLAIR ELECTRIC INC CONTRIBUTING EMPLOYER 0 BELL ELECTRICAL CONTR'S CONTRIBUTING EMPLOYER 0 BICKLE CONTRACTING CONTRIBUTING EMPLOYER 0 BODINE ELECT OF DECATUR CONTRIBUTING EMPLOYER 0 BRK ELECTRIC CONTRIBUTING EMPLOYER 0 CAMP ELEC & HTG CO INC CONTRIBUTING EMPLOYER 0 CAMP ELECTRIC & ENGINEERING CONTRIBUTING EMPLOYER 0 COLTRANE SYSTEMS LLC CONTRIBUTING EMPLOYER 0 COOPER ELECTRICAL SVC CONTRIBUTING EMPLOYER 0 DIMAGGIO ELECTRIC CONTRIBUTING EMPLOYER 0 DYNAMIC ELECTRIC CORP CONTRIBUTING EMPLOYER 0 ELECTRICO INC CONTRIBUTING EMPLOYER 0 FIELD WRXS CONTRIBUTING EMPLOYER 0 FIVE STAR ELECTRIC CONTRIBUTING EMPLOYER 0 FRANK SAGER & SON INC CONTRIBUTING EMPLOYER 0 GLAENZER ELECTRIC INC CONTRIBUTING EMPLOYER 0 GRECO ELECTRICAL LLC CONTRIBUTING EMPLOYER 0 GRIMM ELECTRIC INC CONTRIBUTING EMPLOYER 0 GRP WEGMAN CO CONTRIBUTING EMPLOYER 0 GUARANTEE ELECTRICAL CO CONTRIBUTING EMPLOYER 0 HANENKAMP ELECTRIC CO CONTRIBUTING EMPLOYER 0 JF ELECTRIC INC CONTRIBUTING EMPLOYER 0 JARVIS ELECTRIC CONTRIBUTING EMPLOYER 0 JJ WHITE INC CONTRIBUTING EMPLOYER 0 KAEMMERLEN ELECTRIC COMP CONTRIBUTING EMPLOYER 0 KAISER ELECTR CONTR CONTRIBUTING EMPLOYER 0 KAY-BEE ELECTRIC CONTRIBUTING EMPLOYER 0 LIBERTY ELECTRIC INC CONTRIBUTING EMPLOYER 0 LIL ROCK ELECTRICAL CONTRIBUTING EMPLOYER 0 LINE CONS BEN FUND CONTRIBUTING EMPLOYER 0 LOWRY ELECTRIC CONTRIBUTING EMPLOYER 0 MC ELECTRIC INC CONTRIBUTING EMPLOYER 0 P&D ELECTRIC CONTRIBUTING EMPLOYER 0 PALS ELECTRIC CONTRIBUTING EMPLOYER 0 PAYNECREST ELECTRIC CONTRIBUTING EMPLOYER 0 PFEFFER ELECTRICAL CONTR CONTRIBUTING EMPLOYER 0 PIROS SIGNS INC CONTRIBUTING EMPLOYER 0 POINTER ELECTRIC CONTRIBUTING EMPLOYER 0 PYRAMID ELECTRIC CONTRIBUTING EMPLOYER 0 RHOADES ELECTRIC LLC CONTRIBUTING EMPLOYER 0 RJP ELECTRIC CONTRIBUTING EMPLOYER 0 RUYLE MECHANICAL SERVICES CONTRIBUTING EMPLOYER 0 RYSE ELECTRIC LLC CONTRIBUTING EMPLOYER 0 SACHS ELECTRIC COMPANY CONTRIBUTING EMPLOYER 0 SCHAEFER ELECTRIC INC CONTRIBUTING EMPLOYER 0 SCHAEFFER ELECTRIC CO CONTRIBUTING EMPLOYER 0 SENERGY ELECTRIC INC CONTRIBUTING EMPLOYER 0 SUTTERFIELD ELEC CONT CONTRIBUTING EMPLOYER 0 TD 4 ELECTRICAL CONTRIBUTING EMPLOYER 0 TECH ELECTRONICS CONTRIBUTING EMPLOYER 0 THE STATE GROUP IND CONTRIBUTING EMPLOYER 0 TRICO ELECT CONTR INC CONTRIBUTING EMPLOYER 0 UTILITRA ELECTRIC CONTRIBUTING EMPLOYER 0 VISION ELECTRIC & SYSTEMS CONTRIBUTING EMPLOYER 0 WARREN SIGN CO INC CONTRIBUTING EMPLOYER 0 WISSEHR ELECTRIC INC CONTRIBUTING EMPLOYER 0 CONTINENTAL ELECTRICAL CO CONTRIBUTING EMPLOYER 0 JARRELCHARLES E JARREL CONTRIBUTING EMPLOYER 0 KOHRMANN ELECTRIC CO CONTRIBUTING EMPLOYER 0 NOOTER CONSTRUCTION CONTRIBUTING EMPLOYER 0 ST CHAS SIGN & ELEC CONT CONTRIBUTING EMPLOYER 0 TSI TECHNOLOGY SOLUTIONS CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0