2026-06-12T08:20:37-05:00 2025-08-31 430831507 ANDERS MINKLER HUBER & HELM LLP 800 MARKET STREET SUITE 500 ST LOUIS MO 631012501 990 2024-09-01 431724421 BOARD OF TRUSTEES SOUTHERN ILLINOIS ELECTRICAL RETIREE WELFARE PLAN SOUT 3147522330 5735 ELIZABETH AVENUE ST LOUIS MO 63110 DAVID CONDER CHAIRMAN 3147522330 2026-06-01 1 0 STEPHEN S KOHLER P01991377 3146555500 2024 2025-03-06 01:10:19Z DAVID CONDER 5735 ELIZABETH AVENUE ST LOUIS MO 63110 4546535 0 X N/A X 1995 MO WELFARE BENEFITS 8 0 0 0 0 0 0 0 2602102 3390039 939790 1155471 1458 1025 3543350 4546535 0 0 915730 1236362 0 0 0 0 0 99234 140367 1014964 1376729 2528386 3169806 37606006 42451403 1890 94612 37604116 42356791 NONE 0 0 THE FUND IS A COLLECTIVELY BARGAINED WELFARE FUND WHICH USES EMPLOYER CONTRIBUTIONS TO PROVIDE RETIREE MEDICAL BENFEITS TO EMPLOYEES OF THE CONTRIBUTING EMPLOYERS 0 0 0 0 0 0 0 0 0 0 0 0 0 1 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 1 0 0 0 0 0 0 0 0 0 0 X 8 0 0 1 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X IBEW - NECA SERVICE CENTER 3147522330 5735 ELIZABETH AVENUE ST LOUIS MO 63110 X X DAVID CONDER CHAIRMAN 0.00 X X 0 0 0 MONTE RUSSELL TRUSTEE 0.00 X 0 0 0 STEVE HUGHART SECRETARY-TREASURER 0.00 X X 0 0 0 SHANE SULLIVAN TRUSTEE 0.00 X 0 0 0 TATE WRIGHT TRUSTEE 0.00 X 0 0 0 BRENT SIZEMORE TRUSTEE 0.00 X 0 0 0 PAM ALLEN EXITNG TRUSTEE 0.00 X 0 0 0 KELLY MCCORD TRUSTEE 0.00 X 0 0 0 ANDY HIPSHER TRUSTEE 0.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 525100 3390039 3390039 3390039 1155471 1155471 OTHER INCOME 900099 1025 1025 1025 4546535 3391064 0 1155471 1236362 61505 11644 24574 7000 19000 4525 8524 BANK CHARGES 2069 DUES AND SUBSCRIPTIONS 1526 1376729 12874 5490 2259332 476231 236610 356833 35097190 41612849 37606006 42451403 1890 0 0 94612 1890 94612 X 0 0 0 0 37604116 42356791 37604116 42356791 37606006 42451403 3169806 1582869 0 X X 0 1 X 1 0 0 DUE TO RELATED PARTY 94612 94612 X 6129404 1582869 1582869 4546535 0 4546535 1376729 0 1376729 0 1376729 PART X, LINE 2: IN ACCORDANCE WITH GAAP, THE PLAN'S MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. THE PLAN'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF AUGUST 31, 2025 AND 2024, THERE WERE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE THE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN SPONSOR BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS PRIOR TO 2021. THE PLAN IS ALSO SUBJECT TO ROUTINE AUDITS BY THE DOL GENERALLY FOR SIX YEARS AFTER THE STATUTORY DUE DATE OF THE ANNUAL INFORMATION RETURN. THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIODS. FORM 990, PART XI, LINE 5 UNREALIZED GAINS/LOSSES ON INVESTMENTS IS CONSIDERED A RECONCILING ITEM FOR REVENUE TO THE FINANCIAL STATEMENTS AS SHOWN ABOVE. FORM 990, PART VI, SECTION A, LINE 3 THE TRUST FUND ADMINISTRATION IS PROVIDED BY THE IBEW-NECA SERVICE CENTER, INC. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 WAS PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE FUND DOES NOT REGULARLY PROVIDE SUCH INFORMATION TO THE PUBLIC UNLESS UPON REQUEST. THIS INFORMATION IS FOR INTERNAL USE AND FOR THE USE OF THE PARTICIPANTS OF THE FUND. FORM 990, PART VII, SECTION A: THE SALARY AND BENEFITS INFORMATION FOR THE TRUSTEES WHO COULD BE CONSIDERED RELATED TO THE FUND IS REPORTED ON THE RESPECTIVE FORM 990'S FOR THE ENTITIES THAT PAY THE TRUSTEE'S SALARIES AND BENEFITS. FORM 990, PART XII, LINE 2C: NO CHANGE FROM THE PRIOR YEAR. 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