2025-08-21T13:58:10-05:00 2024-10-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2023-11-01 160778220 ELECTRICAL WORKERS LOCAL NO 86 INSURANCE FUND ELEC 5852351515 2300 EAST RIVER ROAD ROCHESTER NY 14623 RAYMOND RYERSE PETER STOLLER TRUSTEES 5852351515 2025-08-20 1 1 DAWN M MINEMIER P01339753 5853811000 2023 2025-03-06 01:10:19Z RAYMOND RYERSE PETER STO 2300 EAST RIVER ROAD ROCHESTER NY 14623 24491125 0 X N/A X 1953 NY PROVIDE HEALTH & INSURANCE BENEFITS TO MEMBERS OF LOCAL NO. 86. 6 6 5 0 0 0 0 0 19978357 20243642 452214 1474222 11836 304 20442407 21718168 0 0 17232477 17886236 158277 184385 0 0 0 1407695 1358916 18798449 19429537 1643958 2288631 27931539 32211615 670099 488324 27261440 31723291 PROVIDE HEALTH AND INSURANCE BENEFITS TO MEMBERS OF IBEW LOCAL NO. 86. 0 0 PROVIDED GROUP BENEFITS FOR HOSPITALIZATION, SURGICAL AND MEDICAL CARE, LIFE, DENTAL, ACCIDENT, DISABILITY, VISION, AND HEALTH BENEFITS FOR MEMBERS. 0 0 0 0 0 0 0 0 0 1 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 2 0 1 5 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X MICHELLE CATALFAMO FUND OFFICE MGR 5852351515 2300 EAST RIVER ROAD ROCHESTER NY 14623 PETER STOLLER TRUSTEE 1.00 X 0 0 0 JONATHON HAND TRUSTEE 1.00 X 0 0 0 RAYMOND RYERSE TRUSTEE 1.00 X 0 0 0 TIMOTHY LONGBINE TRUSTEE 1.00 X 0 0 0 MICHAEL CONOVER TRUSTEE 1.00 X 0 0 0 DANIEL J STREICHER TRUSTEE 1.00 X 0 0 0 MICHAEL P CECERE FUND OFFICE MANAGER UNTIL 8/2024 40.00 X 96278 0 79092 MICHELLE CATALFAMO FUND OFFICE MANAGER AS OF 8/2024 40.00 X 0 0 0 96278 0 79092 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 17981649 17981649 PARTICIPANT'S CONTRIBUTIONS 900099 2261993 2261993 20243642 1044942 1044942 3202237 2772957 429280 429280 429280 OTHER INCOME 900099 304 304 304 21718168 20243946 0 1474222 17886236 47212 50458 23551 53858 9306 33430 57238 64113 1060967 52042 13905 8379 1622 2351 DEBIT CARD ADMIN EXP. 45051 BANK FEES 10425 ACA EXPENSES 9393 19429537 8226522 9584926 640817 449542 2061784 1791384 70871 63464 13647 12834 2435 813 16051198 20251350 877912 70136 27931539 32211615 60375 11070 26333 22973 583391 454281 670099 488324 X 27261440 31723291 27261440 31723291 27931539 32211615 2288631 2173220 0 X X 0 1 X 1 0 13647 12834 813 813 DUE TO AFFILIATES 145877 DUE TO CLAIMS ADMINISTRATOR 308404 454281 X 23827275 2173220 2173220 21654055 64113 64113 21718168 19365424 0 19365424 64113 64113 19429537 PART X, LINE 2: FOR EMPLOYEE BENEFIT PLANS, THEIR TAX-EXEMPT STATUS ITSELF IS DEEMED TO BE AN UNCERTAINTY, SINCE EVENTS COULD POTENTIALLY OCCUR TO JEOPARDIZE THEIR TAX-EXEMPT STATUS. THE PLAN FILES THE RETURN OF EXEMPT ORGANIZATION FROM INCOME TAX (FORM 990) AND THE ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN (FORM 5500) IN THE U.S. FEDERAL JURISDICTION. 0 0 0 MICHAEL P CECERE FUND OFFICE MANAGER UNTIL 8/2024 96278 0 0 0 0 0 0 0 79092 0 175370 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 LABOR TRUSTEES ARE APPOINTED BY THE PRESIDENT OF THE UNION WITH DIRECTION FROM THE BUSINESS MANAGER. MANAGEMENT TRUSTEES ARE APPOINTED BY THE CHAPTER EXECUTIVE WITH DIRECTION FROM THE PRESIDENT OF NECA. FORM 990, PART VI, SECTION A, LINE 7A BOARD OF TRUSTEES CONSISTS OF EMPLOYER AND UNION REPRESENTATIVES SELECTED BY THE ROCHESTER NY CHAPTER NECA AND THE UNION. FORM 990, PART VI, SECTION A, LINE 7B BEFORE AMENDMENTS ARE FINALIZED, THEY ARE APPROVED BY THE BOARD OF TRUSTEES AND THEN PRESENTED ON THE FLOOR TO THE MEMBERSHIP AT A NOTIFIED MEETING. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY OUTSIDE ACCOUNTANTS, REVIEWED BY THE FUND MANAGER AND THEN PRESENTED TO THE UNION AND MANAGEMENT COMMITTEE HEADS, WHO SIGN THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ALL TRUSTEES ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT. STATEMENTS MUST BE UPDATED AND REVIEWED ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15A ON AN ANNUAL BASIS, THE BOARD OF TRUSTEES REVIEW AND APPROVE THE FUND MANAGER'S SALARY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST FORMS AND AUDITED FINANCIAL STATEMENTS ARE KEPT IN THE FUND OFFICE AND ARE AVAILABLE UPON REQUEST. PART XII, LINE 2C ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. 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