2025-12-19T12:17:23-06:00 2025-03-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE STE 1200W BETHESDA MD 20814 990 2024-04-01 236390518 IBEW-163 HEALTH & WELFARE FUND IBEW 6097181394 830 BEAR TAVERN ROAD WEST TRENTON NJ 08628 JOHN OLEJNIK TRUSTEE 6097181394 2025-12-09 1 0 JOSEPH M HERISHEN CPA P00361968 2023319880 2025-12-19 X 2024 2025-03-06 01:10:19Z JOHN OLEJNIK 830 BEAR TAVERN ROAD WEST TRENTON NJ 08628 15300990 0 X N/A X 1956 PA PROVIDE HEALTH & OTHER BENEFITS TO ELIGIBLE PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENT. 5 5 0 0 0 0 0 0 6109508 14447319 266897 573820 0 0 6376405 15021139 0 0 4222675 6228974 950 4164 0 0 0 323453 6378533 4547078 12611671 1829327 2409468 12619397 17259763 135729 2388874 12483668 14870889 PROVIDES HEALTH AND ACCIDENT INSURANCE COVERAGE, DISABILITY, DEATH, VISION, PRESCRIPTION AND DENTAL BENEFITS. THE PLAN COVERS UNION MEMBERS EMPLOYED UNDER THE TERMS OF A COLLECTIVE BARGAINING AGREEMENT. 0 0 THE PLAN PROVIDES HEALTH AND ACCIDENT INSURANCE COVERAGE, DISABILITY, DEATH VISION, PRESCRIPTION AND DENTAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 0 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 6 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 X IE SHAFFER 6098836688 830 BEAR TAVERN ROAD TRENTON NJ 08628 JOHN OLEJNIK UNION TRUSTEE 1.00 X 0 121320 22972 MARK GATUSKY UNION TRUSTEE 1.00 X 0 0 0 GREGG JUDD EMPLOYER TRUSTEE 1.00 X 0 0 0 JOHN ONDICH EMPLOYER TRUSTEE 1.00 X 0 0 0 MICHAEL BURST EMPLOYER TRUSTEE 1.00 X 0 0 0 PATRICK NOVAKOWSKI UNION TRUSTEE 1.00 X 0 0 0 0 121320 22972 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 525100 12779891 12779891 RECIPROCITY INCOME 525100 1631269 1631269 PARTICIPANT CONTRIBUTIONS 525100 36159 36159 14447319 353671 353671 500000 279851 220149 220149 220149 15021139 14447319 0 573820 6228974 4164 44063 47209 32384 25000 72250 546 201 19518 RECIPROCITY EXPENSE 5992559 PARITICIPANT ADMINISTRA 140625 ERTS SYSTEM 2480 DUES & SUBSCRIPTIONS 1274 424 12611671 2594515 4199743 704773 2487153 52482 3667 9267627 10569200 12619397 17259763 8277 121500 127452 2267374 135729 2388874 X 0 0 0 0 12483668 14870889 12483668 14870889 12619397 17259763 2409468 -22247 0 X X 0 1 X 1 0 0 RECIPROCALS PAYABLE 2267374 2267374 X 14973892 -22247 -22247 14996139 25000 25000 15021139 12586671 0 12586671 25000 25000 12611671 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 MARCH 31, 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 FINANICAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING 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 EXAMINATION FOR YEARS PRIOR TO MARCH 31, 2025. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUTEES HAVE A 990 REVIEW PROCESS IN PLACE. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE FOR INSPECTION AT THE THIRD PARTY ADMINISTRATOR'S OFFICE UPON REQUEST. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. IBEW LOCAL 163 - LOCAL UNION 1269 SAN SOUCI PARKWAY HANOVER TOWNSHIP PA 18706 240620053 PROVIDE WORK & PROTECT WAGES, BENEFITS AND CONDITIONS FOR LOCAL 163 PA 501 (C) 5 0 IBEW LOCAL 163 - ANNUITY FUND 830 BEAR TAVERN ROAD WEST TRENTON NJ 08628 236544827 COLLECTIVELY BARGAINED MULTIEMPLOYER ANNUITY FUND PA 501 (A) 0 APPELLATION PRE-FAB LLC 999 NORTH LOYALSOCK AVE MONTOURSVILLE PA 17754 CONTRIBUTING EMPLOYER PA 0 0 NORTHEAST POWER & CONTROLS LLC 373 ROARING BROOK DRIVE HUNLOCK CREEK PA 18621 CONTRIBUTING EMPLOYER PA 0 0 3-R ELECTRIC CONTRIBUTING EMPLOYER 0 ACE ELECTRIC INC CONTRIBUTING EMPLOYER 0 ACTION CONTRACTING ELECTRICAL CONTRIBUTING EMPLOYER 0 ADVANCED ELECTRICAL & COMMUNICATION CONTRIBUTING EMPLOYER 0 APOLLO GROUP INC CONTRIBUTING EMPLOYER 0 ARC ELECTRIC CONSTRUCTION CO INC CONTRIBUTING EMPLOYER 0 BLUESTONE COMMUNICATIONS INC CONTRIBUTING EMPLOYER 0 BRENNAN ELECTRIC CONTRIBUTING EMPLOYER 0 CAVANAUGH ELECTRIC CONTRIBUTING EMPLOYER 0 CBC & SON INC CONTRIBUTING EMPLOYER 0 COBRA CONTRIBUTING EMPLOYER 0 DAY & ZIMMERMAN NPS INC CONTRIBUTING EMPLOYER 0 DELTA ELECTRICAL SYSTEMS INC CONTRIBUTING EMPLOYER 0 EDWIN L HEIM ELECTRIC COMPANY CONTRIBUTING EMPLOYER 0 ENDLESS ENERGY CONTRIBUTING EMPLOYER 0 EQ ELECTRICAL INC CONTRIBUTING EMPLOYER 0 ESCO ELECTRIC CONTRIBUTING EMPLOYER 0 EVERON ELECTRICAL CONTR CONTRIBUTING EMPLOYER 0 GR NOTO & SON CONTRIBUTING EMPLOYER 0 GR SPONAUGLE & SONS CONTRIBUTING EMPLOYER 0 H B FRAZER COMPANY CONTRIBUTING EMPLOYER 0 HIGH VOLTAGE MAINTENANCE CONTRIBUTING EMPLOYER 0 HILSCHER-CLARK ELECTRIC CONTRIBUTING EMPLOYER 0 HUEN ELECTIC INC CONTRIBUTING EMPLOYER 0 IBEW LOCAL #163 CONTRIBUTING EMPLOYER 0 IB ABEL INC CONTRIBUTING EMPLOYER 0 JBL ELECTRIC CONTRIBUTING EMPLOYER 0 JERRY COYNE ELECTRICAL CONTRIBUTING EMPLOYER 0 JOHN MILLS ELECTRIC CONTRIBUTING EMPLOYER 0 JOYCE ELECTRICAL CONTRIBUTING EMPLOYER 0 J'S ELECTRICAL SERVICES CONTRIBUTING EMPLOYER 0 KEYSTONE CONTROL CORP CONTRIBUTING EMPLOYER 0 KUHARCHIK CONSTRUCTION INC CONTRIBUTING EMPLOYER 0 LEBER & BONHAM CONTRIBUTING EMPLOYER 0 LECCE ELECTRIC CONTRIBUTING EMPLOYER 0 LINECO BENEFIT FUND CONTRIBUTING EMPLOYER 0 LOCAL UNION 163 JATC CONTRIBUTING EMPLOYER 0 M&B ELECTRIC LLC CONTRIBUTING EMPLOYER 0 MARK WHITEHEAD ELEC CONTRACTOR CONTRIBUTING EMPLOYER 0 MICHELS POWER INC CONTRIBUTING EMPLOYER 0 MK GAVLICK CONTRIBUTING EMPLOYER 0 MARIANO CONSTRUCTION INC CONTRIBUTING EMPLOYER 0 MROZINSKI ELECTRIC LLC CONTRIBUTING EMPLOYER 0 NATIONAL ELECTRICAL ANNUITY PLAN CONTRIBUTING EMPLOYER 0 NEW ENGLAND ELECTRICAL BENEFIT FUND CONTRIBUTING EMPLOYER 0 ORLANDO DIEFENDERDER INC CONTRIBUTING EMPLOYER 0 PLD ASSOCIATES CONTRIBUTING EMPLOYER 0 PRECISION ELECTRICAL CONTRACTORS CONTRIBUTING EMPLOYER 0 QUALITY ELECTRIC CONTRIBUTING EMPLOYER 0 RICHARD MELLOW CORP CONTRIBUTING EMPLOYER 0 RONALD J BILLITER ELECTRIC INC CONTRIBUTING EMPLOYER 0 SCHAUER ELECTRIC CONTRIBUTING EMPLOYER 0 SELSYN ELECTRIC CONTRIBUTING EMPLOYER 0 SPECTRUM ELECTRICAL SERVICES CONTRIBUTING EMPLOYER 0 THOMPSON ELECTRIC CONTRIBUTING EMPLOYER 0 TJ CANNON INC CONTRIBUTING EMPLOYER 0 UNION ELECTRIC CONTRACTING CONTRIBUTING EMPLOYER 0 URBAN ELECTRICAL CONTRATORS CONTRIBUTING EMPLOYER 0 VISHWESKI ELECTRICAL CONTRIBUTING EMPLOYER 0 WALSH ELECTRICAL CONTRIBUTING EMPLOYER 0 WEST SIDE ELECTRICAL SERVICES CONTRIBUTING EMPLOYER 0 WESTERN PA ELECT EMP INST TRUST FUND CONTRIBUTING EMPLOYER 0 WYOMING ELECTRIC & SIGNAL CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0