2024-11-13T08:56:35-06:00 2023-12-31 931982484 RRBB ADVISORS LLC 265 DAVIDSON AVE SUITE 210 SOMERSET NJ 08873 990 2023-01-01 227051778 IBEW 1158 WELFARE PLAN FUND IBEW 9737733336 1149 BLOOMFIELD AVENUE CLIFTON NJ 07012 GEORGE SERIO ADMINISTRATOR 9737733336 2024-11-13 1 0 GARY SHERMAN P00055309 9082311000 2023 2024-10-15 13:58:12Z GEORGE SERIO 1149 BLOOMFIELD AVENUE CLIFTON NJ 07012 5834173 0 X IBEW1158.COM X 1976 NJ TO PROVIDE MEDICAL AND OTHER BENEFITS TO COVERED MEMBERS. 3 3 9 0 0 0 0 0 4625208 2763517 -160654 162015 2025 1914902 4466579 4840434 0 0 1809864 2048341 1012166 1037480 0 0 0 366226 491929 3188256 3577750 1278323 1262684 5425972 6708949 354862 321397 5071110 6387552 TO PROVIDE MEDICAL AND OTHER BENEFITS TO COVERED MEMBERS. 0 0 3577750 4840434 TO PROVIDE MEDICAL AND OTHER BENEFITS TO APPROXIMATELY 4,117 COVERED MEMBERS. 3577750 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 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 1 271 0 1 9 1 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 1 1 0 1 1 0 0 1 1 1 0 1 1 0 0 0 X GEORGE SERIO 9737733336 1149 BLOOMFIELD AVENUE CLIFTON NJ 07012 CHRIS TAYLOR TRUSTEE 2.00 20.00 X 0 130823 0 VICTOR DIMEO TRUSTEE 2.00 X 0 0 0 DEBRA MARVEL TRUSTEE 2.00 X 0 0 0 JOSEPH P CALABRO ASSISTANT ADMINISTRATOR 30.00 X X X 98895 499943 0 GEORGE SERIO ADMINISTRATOR 30.00 X X X 202912 110204 0 CHRISTINE FAWCETT OFFICE MANAGER 30.00 X 81939 70622 0 383746 811592 0 1 0 1 0 0 EMPLOYERS CONTRIBUTION 900099 2763517 2763517 2763517 161754 161754 994000 993739 261 261 261 TRANSFERS FROM AFFILIA 900099 1913982 1913982 REIMBURSEMENT FROM AFF 900099 920 920 1914902 4840434 4840434 0 0 2048341 838954 43542 81871 73113 158125 63000 11140 81729 24061 15590 81547 7854 1761 18761 24630 TELEPHONE 3018 DUES AND SUBSCRIPTIONS 713 3577750 2323489 1440313 104836 342799 429404 380016 313248 306554 135235 118982 14094 16253 2172926 4113904 30000 30000 37975 79110 5425972 6708949 119577 120628 235285 200769 354862 321397 X 0 0 0 0 5071110 6387552 5071110 6387552 5425972 6708949 1262684 53758 0 X 0 1 X 1 0 135235 118982 16253 16253 MUTUAL FUNDS 2253000 F U.S.GOVERNMENT SECURITIES 1823562 F ACCRUED INVESTMENT INCOME RECEIVABLE 37342 F 4113904 OPERATING LEASE LIABILITY-NET OF CURRENT PORTION 200769 200769 4883052 53758 53758 4829294 11140 11140 4840434 3566610 0 3566610 11140 11140 3577750 1 0 0 0 JOSEPH P CALABRO ASSISTANT ADMINISTRATOR 98895 499943 0 0 0 0 0 0 0 0 98895 499943 0 0 GEORGE SERIO ADMINISTRATOR 202912 110204 0 0 0 0 0 0 0 0 202912 110204 0 0 CHRISTINE FAWCETT OFFICE MANAGER 81939 70622 0 0 0 0 0 0 0 0 81939 70622 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE UNION LOCAL CONSISTS OF APPROXIMATELY 4,117 MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE UNION CONSISTS OF APPROXIMATELY 4,117 MEMBERS WHO VOTE FOR MEMBERS OF THE UNION'S EXECUTIVE BOARD. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN OUTSIDE CPA FIRM. THE COMPLETED FORM 990 IS REVIEWED IN DETAIL BY THE ADMINISTRATOR, ASSISTANT ADMINISTRATOR AND A TRUSTEE PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 A SUMMARY ANNUAL REPORT IS MAILED OUT TO MEMBERS/PARTICIPANTS AND ALL DOCUMENTATION IS AVAILABLE FOR INSPECTION UPON REQUEST. IBEW LOCAL 1158 1149 BLOOMFIELD AVENUE CLIFTON NJ 07012 220886457 LABOR UNION REPRESENTS AND PROMOTES THE INTERESTS OF ELECTRICAL WORKERS. 501(C) 5 0 LOCAL 1158 IBEW PENSION FUND 1149 BLOOMFIELD AVENUE CLIFTON NJ 07012 222021330 PROVIDES PENSION BENEFITS TO ELIGIBLE UNION MEMBERS AND THEIR FAMILIES. 0 IBEW LOCAL 1158 ANNUITY PLAN 1149 BLOOMFIELD AVENUE CLIFTON NJ 07012 220886457 PROVIDES RETIREMENT BENEFITS TO ELIGIBLE UNION AND NON-UNION MEMBERS 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 LOCAL 1158 PENSION FUND O LOCAL 1158 UNION FUND O LOCAL 1158 PENSION FUND A 81547