2024-11-14T14:27:55-06:00 2023-12-31 221750854 I E Shaffer & Co 830 Bear Tavern Road West Trenton NJ 08628 990 2023-01-01 223235800 LOCAL 351 IBEW HEALTH AND WELFARE FUND C/O IE SHAFFER & CO LOCA 6097181323 830 BEAR TAVERN ROAD WEST TRENTON NJ 08628 JONATHAN D LEVINE ADMINISTRATOR 6097181323 2024-11-14 1 P01068910 6097181323 2023 2024-10-15 13:58:12Z DANIEL COSNER 830 BEAR TAVERN ROAD PO BOX 1028 WEST TRENTON NJ 08628 37396300 0 X N/A X 1993 NJ PROVIDE GROUP HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTS 6 6 0 0 0 0 0 0 32841418 37091029 501943 305271 0 0 33343361 37396300 0 0 37839193 37617300 0 0 0 0 0 806755 839124 38645948 38456424 -5302587 -1060124 24433930 23491507 7770539 7921052 16663391 15570455 PROVIDE GROUP HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTS 0 0 37617300 37396300 PROVIDE GROUP HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTS 37617300 0 0 0 0 0 0 0 0 0 0 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 1 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 X IE SHAFFER & CO 6097181323 830 BEAR TAVERN ROAD WEST TRENTON NJ 08628 ROY FOSTER TRUSTEE 1.00 X 0 244460 143803 STEVEN DIMATTEO TRUSTEE 1.00 X 0 195569 124020 JEFFERY HOUDE TRUSTEE 1.00 X 0 0 0 JOSEPH KNECHT JR TRUSTEE 1.00 X 0 0 0 THOMAS J PETERSON TRUSTEE 1.00 X 0 0 0 DANIEL COSNER TRUSTEE 1.00 X 0 281129 165710 0 721158 433533 0 0 1 0 HORIZON HEALTHCARE SERVICES INC 3 PENN PLAZA EAST NEWARK NJ 07105 ADMINISTRATIVE FEES 1022937 IE SHAFFER & CO 830 BEAR TAVERN ROAD PO BOX 1028 WEST TRENTON NJ 08628 THIRD PARTY ADMINISTRATOR 688885 ENVISION RX OPTIONS 7835 FREEDOM AVENUE NW NORTH CANTON OH 44720 ADMINISTRATIVE FEES 312070 3 EMPLOYER CONTRIBUTIONS 230000 33571779 33571779 PRESCRIPTION REBATES 230000 2518861 2518861 RETIREE CONTRIBUTIONS 230000 723449 723449 STOP LOSS REIMBURSEMEN 230000 232103 232103 CONTRACTOR LATE FEES 230000 44837 44837 37091029 305271 305271 37396300 37396300 0 0 37617300 37617300 688885 688885 38256 38256 37237 37237 30091 30091 20271 20271 7767 7767 1650 1650 PCORI FEES 14967 14967 38456424 37617300 839124 0 707532 1578884 6878315 5035328 16049214 15821393 798869 1055902 24433930 23491507 1690539 1745052 6080000 6176000 7770539 7921052 X 16663391 15570455 0 0 0 0 16663391 15570455 24433930 23491507 -1060124 -32812 0 X 0 1 X 0 0 0 GUARANTEED DEPOSIT ACCOUNT 15821393 F 15821393 CLAIMS PAYABLE 6176000 6176000 X 37333397 -32812 -32812 37366209 30091 30091 37396300 38330333 0 38330333 30091 96000 126091 38456424 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 tax liability 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 is subject to routine audits by taxing jurisdictions; however there are currently no audits for any tax periods in progress. Part XII, Line 4b - Other Adjustments: INCREASE IN CLAIMS PAYABLE 0 0 0 DANIEL COSNER TRUSTEE 0 281129 0 0 0 0 0 149591 0 16119 0 446839 0 0 ROY FOSTER TRUSTEE 0 195569 0 0 0 0 0 130084 0 13719 0 339372 0 0 STEVEN DIMATTEO TRUSTEE 0 195569 0 0 0 0 0 104061 0 19959 0 319589 0 0 Form 990, Part VI, Section A, line 2 TRUSTEES DANIEL COSNER, ROY FOSTER, AND STEVEN DIMATTEO ARE EMPLOYEES AND OFFICERS OF IBEW LOCAL UNION 351. Form 990, Part VI, Section A, line 7a UNION TRUSTEES ARE APPOINTED BY IBEW LOCAL UNION 351 AND EMPLOYER TRUSTEES ARE APPOINTED BY THE SOUTHERN NEW JERSEY CHAPTER, INC., NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION WHO REPRESENTS THE EMPLOYERS HAVING A CONTRACTUAL RELATIONSHIP WITH THE UNION. Form 990, Part VI, Section A, line 8b THERE ARE NO SUCH COMMITTEES Form 990, Part VI, Section B, line 11b A COPY OF THE RETURN HAS BEEN PROVIDED TO THE TRUSTEES FOR THEIR REVIEW AND COMMENT PRIOR TO ITS SUBMISSION Form 990, Part VI, Section C, line 19 GOVERNING DOCUMENTS AND FINACIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST OR MAY BE EXAMINED AT THE ADDRESS OF THE PLAN. IBEW LOCAL 351 1113 BLACK HORSE PIKE FOLSOM NJ 08037 223292075 LABOR UNION NJ 501(C)(5) N/A 0 SOUTH JERSEY ELECTRICAL WORKERS TDB FUND 830 BEAR TAVERN ROAD WEST TRENTON NJ 08628 223424489 TO PROVIDE TEMPORARY DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS NJ 501(C)(9) N/A 0 IBEW LOCAL 351 SURETY PLAN 830 BEAR TAVERN ROAD WEST TRENTON NJ 08628 223431479 TO PROVIDE ANNUITY BENEFITS NJ 401(A) N/A 0 IBEW LOCAL 351 PENSION PLAN 830 BEAR TAVERN ROAD WEST TRENTON NJ 08628 223417366 TO PROVIDE PENSION BENEFITS NJ 401(A) N/A 0 IBEW LOCAL 351 WELFARE SUPPLEMENTAL PLAN 830 BEAR TAVERN ROAD WEST TRENTON NJ 08628 454955344 TO PROVIDE WELFARE BENEFITS NJ 501(C)(9) N/A 0 IBEW LOCAL 351 JATC FUND 1125 BLACK HORSE PIKE FOLSOM NJ 08037 237116450 TO PROVIDE TRAINING TO ITS MEMBERSHIP 501(C)(3) SCHOOL N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0