2026-06-23T11:42:55-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 600 3RD AVENUE SE SUITE 300 CEDAR RAPIDS IA 52401 990 2025-01-01 237091120 CEDAR RAPIDS ELECTRICAL WORKERS LOCAL #405 HEALTH AND WELFARE FUND CEDA 3193983283 424 1ST AVENUE NE CEDAR RAPIDS IA 52401 JACKSON BARRIGAR CHAIRPERSON 3193983283 2026-06-18 1 BRITTNEY F FOX P01683034 3193632697 2025 2025-03-06 01:10:19Z JACKSON BARRIGAR 424 1ST AVENUE NE CEDAR RAPIDS IA 52401 21042926 0 X N/A X 1970 IA H&W FUND CONTRIBUTIONS PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS. 6 0 0 7 0 0 0 0 14389334 19089315 1082897 1953611 0 0 15472231 21042926 0 0 10591380 12832916 0 0 0 0 0 1058311 1137316 11649691 13970232 3822540 7072694 27664659 36451863 227068 1120352 27437591 35331511 THE WELFARE FUND USES EMPLOYER AND EMPLOYEE CONTRIBUTIONS TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS. 0 0 THE WELFARE FUND USES EMPLOYER AND EMPLOYEE CONTRIBUTIONS TO PROVIDE HEALTH AND WELFARE BENEFITS TO 849 PARTICIPANTS AND THEIR DEPENDENTS. 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 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X JACKSON BARRIGAR CHAIRPERSON 3193983283 424 1ST AVE NE CEDAR RAPIDS IA 52401 JACKSON BARRIGAR CHAIRPERSON 1.00 40.00 X X 0 0 0 JEFFREY COOLING SECRETARY 1.00 40.00 X X 0 0 0 JOSH UMSTEAD UNION TRUSTEE 1.00 40.00 X 0 764 0 BILL MCDERMOTT MANAGEMENT TRUSTEE 1.00 40.00 X 0 0 0 MATT RESOR UNION TRUSTEE 1.00 40.00 X 0 123607 51102 ETHAN DOMKE MANAGEMENT TRUSTEE 1.00 40.00 X 0 0 0 JOHN LANE ALTERNATE UNION TRUSTEE 0.50 40.00 X 0 0 0 0 124371 51102 0 0 0 0 WELLMARK INC 1331 GRAND AVE PO BOX 9232 DES MOINES IA 50306 PLAN ADMINISTRATION 591759 AUXIANT 424 1ST AVENUE NE CEDAR RAPIDS IA 52401 PLAN ADMINISTRATION 227642 REINHART BOERNER VAN DEUREN 22 E MIFFLIN ST STE 600 MADISON WI 53703 LEGAL SERVICES 123702 3 EMPLOYER CONTRIBUTIONS 525100 18895282 18895282 PARTICIPANTS 525100 194000 194000 SETTLEMENT PROCEEDS 525100 33 33 19089315 911460 911460 1042151 0 1042151 1042151 1042151 21042926 19089315 0 1953611 12832916 123702 43704 26615 38950 18309 8680 2071 9448 WELLMARK FEES 575116 CLAIMS ADMIN FEE 212012 DELTA DENTAL ADMIN FEE 54113 RX CLAIM ADMIN FEE 16643 7953 13970232 2437794 2309936 184726 180594 1691074 3446849 5711 2976 23345354 30511508 27664659 36451863 66401 66591 67595 67391 93072 986370 227068 1120352 X 0 0 0 0 27437591 35331511 27437591 35331511 27664659 36451863 7072694 821226 0 X 0 1 X 1 0 0 RECIPROCITY PAYABLE 984247 DUE TO RELATED FUND 2123 986370 X 21837537 821226 821226 21016311 26615 26615 21042926 13943617 0 13943617 26615 26615 13970232 PART X, LINE 2: THE VEBA TRUST FUNDING BENEFITS OF THE FUND RECEIVED AN EXEMPTION LETTER DATED JANUARY 29, 1987, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, AS A RESULT OF THE FUND'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2025 AND 2024 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE FUND AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE BOARD OF TRUSTEES BELIEVES THAT THE FUND IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION A, LINE 7A THE UNION AND CONTRACTORS ASSOCIATION EACH APPOINT 50% OF THE MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS PROVIDED TO THE MEMBERS OF THE GOVERNING BODY WHO REVIEW AND SIGN THE RETURN BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C IT IS THE INTENT OF THE TRUSTEES AND LEGAL COUNSEL TO REGULARLY MONITOR AND ENFORCE COMPLIANCE WITH THIS POLICY. PERSONS COVERED BY THIS POLICY ARE THE FUND'S BOARD OF TRUSTEES. PERSONS COVERED BY THE POLICY WILL DISCLOSE TO THE CHAIRMAN ANNUALLY INFORMATION ON A FORM THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. AFTER DISCLOSURES HAVE BEEN GIVEN THE CHAIRMAN AND SECRETARY WILL DETERMINE THE COURSE OF ACTION. IN THE EVENT OF A CONFLICT OF INTEREST TRANSACTION, THE BOARD OF TRUSTEES MAY AUTHORIZE, APPROVE OR RATIFY THE TRANSACTION BY AN AFFIRMATIVE VOTE OF A MAJORITY OF THE TRUSTEES. ANY TRUSTEE WITH DIRECT OR INDIRECT INTEREST IN THE TRANSACTION SHALL NOT VOTE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. CEDAR RAPIDS ELECTRICAL APPRENTICE TRAINING & EDUCATIONAL TRUST 2300 JOHNSON AVE NW CEDAR RAPIDS IA 52405 426603775 PROVIDE TRAINING AND EDUCATION IA 501(C)(3) LINE 2 0 IBEW LOCAL 405 DEFERRED SAVINGS PLAN 424 1ST AVE NE SUITE 200 CEDAR RAPIDS IA 52404 421494475 PROVIDE RETIREMENT BENEFITS IA 401(A) 0 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 405 1211 WILEY BLVD SW CEDAR RAPIDS IA 52404 420668751 PROMOTE LOCAL UNION ACTIVITY IA 501(C)(5) 0 CEDAR RAPIDS DIVISION IOWA CHAPTER NATIONAL ELECTRICAL CONTRACTORS ASSOC 8191 BIRCHWOOD COURT JOHNSTON IA 50131 237088741 PROMOTE ELECTRICAL INDUSTRY IA 501(C)(6) 0 A & B ELECTRIC INC 810601671 0 A & G ELECTRIC CO 472034267 0 ACME ELECTRIC COMPANY 420775345 0 ALTMEYER ELECTRIC INC 391357059 0 BAKER ELECTRIC INC 420835172 0 BAKER GROUP 420890441 0 BASEPOINT BUILDING AUTOMATIONS 421201473 0 BIS INDUSTRIAL SERVICES INC 261983340 0 BLACK HAWK ELECTRICAL CO 421483972 0 COLLINS ELECTRICAL TECHNOLOGY 411385244 0 CORD ELECTRIC 873881318 0 CUPERTINO ELECTRIC CR 941403967 0 DELANCEY ELECTRIC CO 201251249 0 DEPENDABLE ELECTRIC INC 421435936 0 ESCO GROUP 421371483 0 GEN 3 ELECTRIC CO 933341463 0 GERARD ELECTRIC INC 421005344 0 HAWKEYE ELECTRICAL CONTRACTORS 421235781 0 J W KOEHLER ELECTRIC INC 420960157 0 JUSTICE ELECTRIC COMPANY 420928784 0 LIGHTING MAINTENANCE INC 421315155 0 NELSON ELECTRIC COMPANY 420938336 0 PAULSON ELECTRIC COMPANY 420884326 0 PEC COMMUNICATIONS INC 421510115 0 PREMIER ELECTRICAL SERVICES CO 461592100 0 RUYLE MECHANICAL SERVICES INC 364206369 0 SE ELECTRIC INC 421206212 0 SHAY ELECTRIC SERVICE INC 420865974 0 STREFF ELECTRIC INC 421376573 0 SURGE ELECTRIC COMPANY 932843249 0 TECH SOLUTIONS 451501183 0 THOMPSON ELECTRONICS 371109735 0 TREY ELECTRIC INC 421490734 0 TRI-CITY ELECTRIC 420569050 0 WALDINGER CORPORATION (DBA MUNSON ELECTRIC 421230944 0 WESTPHAL & COMPANY INC 390857582 0 WINGER COMPANIES 420893429 0 BALANCED ELECTRICK LLC 392757329 0 CAPITOL CITY ELECTRIC 470636954 0 COMMONWEALTH ELECTRIC CO OF THE MIDWEST 470708027 0 DAKOTA ELECTRIC CONSTRUCTION 450275924 0 DURGIN ELECTRIC 393934524 0 HAWKEYE ELECTRIC DUBUQUE 821389397 0 HUNT ELECTRIC CORPORATION 410888550 0 MARTELL ELECTRIC 061675328 0 MJ ELECTRIC LLC 205565796 0 OMAHA ELECTRIC SERVICE INC 470719281 0 VAN ERT ELECTRIC COMPANY INC 391033261 0 VIKING ELECTRIC INC 043613779 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1