2025-11-06T14:19:10-06:00 2025-06-30 161092347 MENGEL METZGER BARR & CO LLP 333 EAST WATER ST STE 200 ELMIRA NY 14901 990 2024-07-01 160839767 IBEW LOCAL 139 WELFARE FUND INTE 6077321237 415 W SECOND STREET ELMIRA NY 14901 WARREN ROMAN JR FUND ADMINISTRATOR 6077321237 2025-11-05 1 1 KRISTA L NILES-UPDYKE P00958947 6077344183 2025-11-05 2024 2025-03-06 01:10:19Z WARREN ROMAN JR 415 W SECOND STREET ELMIRA NY 14901 18541003 0 X N/A X 1960 NY PROVIDE HEALTH, DISABILITY AND DEATH BENEFITS FOR MEMBERS OF IBEW LOCAL 139 AND THEIR DEPENDENTS AND MEDICARE SUPPLEMENTAL COVERAGE FOR RETIREES. 6 6 24 7 0 0 0 0 4265703 4565966 893022 902925 382375 509434 5541100 5978325 0 0 4740425 4622617 266435 146516 0 0 0 607985 725375 5614845 5494508 -73745 483817 26828211 28433382 232977 194414 26595234 28238968 PROVIDE HEALTH, DISABILITY AND DEATH BENEFITS FOR MEMBERS OF IBEW LOCAL 139 AND THEIR DEPENDENTS AND MEDICARE SUPPLEMENTAL COVERAGE FOR RETIREES. 0 0 5494508 5075400 PROVIDE HEALTH, DISABILITY AND DEATH BENEFITS FOR MEMBERS OF IBEW LOCAL 139 AND THEIR DEPENDENTS AND MEDICARE SUPPLEMENTAL COVERAGE FOR RETIREES 5494508 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 4 0 1 24 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 0 0 0 X KRISTINE VANFLEET 6077321237 415 W SECOND ST ELMIRA NY 14901 MICHAEL J SINCOCK TRUSTEE 1.00 X 0 0 0 JOSHUA FITZWATER TRUSTEE 1.00 X 256 0 0 JEREMY ACKERMAN TRUSTEE 1.00 X 0 0 0 MEREDITH KUMPON TRUSTEE 1.00 X 0 0 0 WARREN ROMAN JR TRUSTEE/FUND ADMINISTRATOR 8.00 X 0 0 0 BRETT PATTON TRUSTEE 1.00 X 341 0 0 597 0 0 0 0 0 0 0 WELFARE BENEFIT CONTRIB 525100 4565966 4565966 4565966 817588 817588 12648015 12562678 85337 85337 85337 STOP LOSS REFUND 525100 509434 509434 509434 5978325 5075400 0 902925 4622617 598 78331 60822 6765 25814 40413 116373 40000 14416 25000 4442 CLAIM ASSESSMENT FEES 441920 OTHER 16997 5494508 1380021 1462707 594215 517644 56115 60784 43677 31306 14975 12371 19969987 14640893 4812898 11738983 26828211 28433382 145500 171369 23490 23045 63987 0 232977 194414 X 26595234 28238968 26595234 28238968 26828211 28433382 483817 1159917 0 X X 0 1 X 1 0 43677 31306 12371 12371 ASB ALLEGIANCE REAL ESTATE FUND 2467322 F VANGUARD GROWTH INDEX FUND 2331672 F APC SHORT DURATION HIGH YIELD FUND, LP 6939989 F 11738983 X 7138242 1159917 1159917 5978325 0 5978325 5494508 0 5494508 0 5494508 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 A TAX LIABILITY (OR ASSET) 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 ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JUNE 30, 2025, THERE ARE 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 TAX JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO JUNE 30, 2022. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT ACT ON BEHALF OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED AND APPROVED BY THE FUND MANAGER AND FUND ADMINISTRATOR PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE SIGNED ANNUALLY AT A TRUSTEE MEETING. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990,PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. IBEW 139 EDUCATIONAL AND TRAINING TRUST FUND AGREEMENT 415 W SECOND STREET ELMIRA NY 14901 166056237 EDUCATION AND TRAINING NY 501(C)(5) 0 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL #139 415 W SECOND STREET ELMIRA NY 14901 160799784 ORGANIZING WORKERS IN ELECTRICAL INDUSTRY NY 501(C)(5) 0 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL #139 BUILDING CORPORA 415 W SECOND STREET ELMIRA NY 14901 161135246 PROVIDE FACILITIES FOR USE OF THE MEMBERS OF IBEW LOCAL #139 NY 501(C)(2) 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 IBEW BUILDING CORPORATION K 25000 FMV OF RENT