2025-10-30T15:38:42-05:00 2024-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2024-01-01 331118241 LOCAL NO 840 IBEW GROUP INSURANCE PLAN LOCA 3157893330 PO BOX 851 GENEVA NY 144560851 MICHAEL L DAVIS FUND ADMINISTRATOR 3157893330 2025-10-10 1 1 DAWN MINEMIER P01339753 5853811000 2024 2025-03-06 01:10:19Z MICHAEL L DAVIS PO BOX 851 GENEVA NY 14456 6260386 0 X N/A X 1965 NY PROVIDE HEALTH & INSURANCE BENEFITS TO MEMBERS OF THE ELECTRICAL WORKERS INDUSTRY IN THE LOCAL 840 JURISDICTION. 7 7 0 0 0 0 0 0 4129312 4808609 78233 -403818 0 0 4207545 4404791 0 0 2971903 3801732 0 0 0 0 0 119380 140727 3091283 3942459 1116262 462332 6286974 7337945 99053 115698 6187921 7222247 PROVIDE HEALTH AND INSURANCE BENEFITS TO MEMBERS OF THE ELECTRICAL WORKERS INDUSTRY IN THE LOCAL 840 JURISDICTION. 0 0 PROVIDED GROUP BENEFITS FOR HOSPITALIZATION, SURGICAL, MEDICAL CARE, DENTAL, VISION, AND HEALTH BENEFITS FOR LOCAL 840 MEMBERS. 0 0 0 0 0 0 0 0 0 1 0 0 1 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 2 0 1 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X MICHAEL DAVIS 3157893330 PO BOX 851 GENEVA NY 14456 MARILYN OPPEDISANO TRUSTEE 1.00 X 0 0 0 NICK OPPEDISANO TRUSTEE 1.00 X 0 0 0 RANDY KNAPP TRUSTEE 1.00 X 0 0 0 MICHAEL D SMITH TRUSTEE 1.00 X 0 0 0 PATRICK CONNOR TRUSTEE 1.00 X 0 0 0 STEVE ROSS TRUSTEE 1.00 X 0 0 0 MICHAEL L DAVIS FUND ADMINISTRATOR 11.00 X 0 70420 35719 0 70420 35719 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 4697504 4697504 PFL/DBL 900099 82917 82917 MEMBER SELF-PAY 900099 27880 27880 COBRA PREMIUMS 900099 308 308 4808609 131995 131995 1319782 1855595 -535813 -535813 -535813 4404791 4272796 0 131995 3801732 5610 14050 6932 10541 2580 5826 733 ADMINISTRATION EXPENSES 92125 MISCELLANEOUS 2330 3942459 1136101 655633 879464 155918 596152 507881 257184 329688 22902 22902 0 0 2829982 5213563 588091 475262 6286974 7337945 99053 115698 99053 115698 X 6187921 7222247 6187921 7222247 6286974 7337945 462332 571994 0 X X 0 1 X 1 0 22902 22902 0 0 DUE FROM AFFILIAITES 454645 ACCRUED INTEREST 20617 475262 X 4969853 571994 571994 4397859 6932 6932 4404791 3935527 0 3935527 6932 6932 3942459 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-EXEMPTS 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. FORM 990, PART VI, SECTION A, LINE 7A UNION TRUSTEE ELECTIONS ARE DETERMINED BY A VOTE FROM THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PRESENTED TO THE FUND ADMINISTRATOR AND THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL. TRUSTEES REVIEW THE FORM 990 AND MAKE ANY NECESSARY INQUIRIES REGARDING THE FORM TO ENSURE ACCURACY. FORM 990, PART VI, SECTION B, LINE 12C TRANSACTIONS ARE REVIEWED ROUTINELY BY THE EXECUTIVE BOARD. THE EXECUTIVE BOARD MEMBERS ARE REQUIRED TO DISCLOSE ON AN ANNUAL BASIS ANY SOURCE(S) OF CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 INTERESTED INDIVIDUALS MAY SUBMIT A REQUEST TO THE FUND OFFICE TO REVIEW OR OBTAIN COPIES OF THE INFORMATION REQUESTED. PART XII, LINE 2C NO CHANGES FROM PRIOR YEAR. LOCAL NO 840 IBEW EDUCATIONAL FUND PO BOX 851 GENEVA NY 144560851 204032023 TO PROVIDE EDUCATION TO LOCAL 840 MEMBERS TO ENSURE SKILLS ARE UP TO DATE NY 501(C)(5) 0 LOCAL NO 840 IBEW PENSION FUND PO BOX 851 GENEVA NY 144560851 166075984 TO PROVIDE POSTEMPLOYMENT AND POSTRETIREMENT BENEFITS FOR LOCAL 840 MEMBERS. NY 501(C)(18) 0 LOCAL NO 840 IBEW ANNUITY PLAN PO BOX 851 GENEVA NY 144560851 226477218 TO PROVIDE RETIREMENT BENEFITS FOR LOCAL 840 MEMBERS NY 501(C)(18) 0 ALPHA ONE ELECTRICAL APPELATION CONSTRUCTION B & N ELECTRIC LLC BEKEN CONTRACTING SERVICE BILLITIER ELECTRIC BLACKMON & FARRELL ELEC C & S COMPANIES COLACINO INDUSTRIES INC CONCORD ELECTRIC CORP CONNORS-HAAS INC CUSTOM LIGHTING SERVICES LLC DYNO GROUP INC EES ENERGY SERVICES E-J ELECTRIC LLC ENGLER ELECTRIC INC ERIE ELECTRIC CORPORATION FL GAMING & RACE TRACK FERGUSON ELECTRIC FINGER LAKES ELECTRIC LLC FINGER LAKES POWER SYSTEMS FREY ELECTRIC GERKE ELECTRIC INC HEWITT YOUNG ELECTRIC IBEW LOCAL UNION 840 J & E ELECTRIC J & R ELECTRIC & ALARM JOHN MILLS ELECTRIC INC KAPLAN-SCHMIDT ELECTRIC KNAPP ELECTRIC KYLE LAWRENCE ELECTRIC LU 776 LAIBE ELECTRIC LBFNY LUMINARY ELECTRICAL LLC MJ ELECTRIC LLC MASS ELECTRIC CONSTRUCTION MATCO ELECTRIC COMPANY NB ELECTRICAL SERVICES LLC NETWORK WIRING SOLUTIONS NORTHLINE UTILITIES LLC O-CONNELL ELECTRIC PATRICIA ELECTRIC RESA SERVICE SCHULER-HAAS ELECTRIC SCRIBA ELECTRIC INC SOUTHEASTERN ELECTRIC INC WEYDMAN ELECTRIC INC 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 LOCAL NO 840 IBEW PENSION FUND P 92125 ALLOCATION PER COST SHARE LOCAL NO 840 IBEW PENSION FUND K 5826 PER LEASE AGREEMENT