2026-09-14T08:48:41-05:00 2025-10-31 430831507 ANDERS MINKLER HUBER & HELM LLP 800 MARKET STREET SUITE 500 ST LOUIS MO 631012501 990 2024-11-01 200221802 ALTON IBEW-NECA HEALTH AND WELFARE PLAN ALTO 3147522330 5735 ELIZABETH AVENUE ST LOUIS MO 63110 RYAN MOUSER CHAIRMAN 3147522330 2026-09-10 1 0 STEPHEN S KOHLER P01991377 3146555500 2024 RYAN MOUSER 5735 ELIZABETH AVENUE ST LOUIS MO 63110 5620640 0 X N/A X 2003 IL PROVIDE HEALTH AND WELFARE BENEFITS 4 0 0 0 0 0 0 0 6187345 5265313 121226 188374 189010 166953 6497581 5620640 0 0 4957521 4154204 0 0 0 0 0 784589 443139 5742110 4597343 755471 1023297 7465991 9037064 3661784 106046 3804207 8931018 NONE 0 0 PROVIDE HEALTH AND WELFARE BENEFITS FOR UNION MEMBERS AND THEIR BENEFICIARIES 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 0 0 X 4 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X IBEW-NECA SERVICE CENTER INC 3147522330 5735 ELIZABETH AVENUE ST LOUIS MO 63110 X X BILLY SERBOUSEK TRUSTEE 1.00 X 0 0 0 CHAD BOEVING TRUSTEE 1.00 X 0 0 0 RYAN MOUSER CHAIRMAN 1.00 X X 0 0 0 COREY DODSON TRUSTEE 1.00 X 0 0 0 TERRY SHEWMAKE EXITING CHAIRMAN 1.00 X X 0 0 0 ALAN UZZELL EXITING TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 525100 4825330 4825330 PARTICIPANT CONTRIBUTI 525100 301714 301714 UNION CONTRIBUTIONS 525100 138269 138269 5265313 188374 188374 PRESCRIPTION REBATES 525100 166953 166953 166953 5620640 5432266 0 188374 4154204 169586 19727 20950 5000 12021 7556 9467 4695 CLAIMS PROCESSING 182007 MISCELLANEOUS 7805 BANK FEES 2583 AFFORDABLE CARE ACT REL 1742 4597343 2206991 717433 791542 573734 4455668 7745897 11790 0 7465991 9037064 114975 65047 3546809 40999 3661784 106046 X 0 0 0 0 3804207 8931018 3804207 8931018 7465991 9037064 X 1023297 556706 3546808 X X 0 1 X 1 0 0 DUE TO RELATED PARTY 40999 40999 X 6172346 556706 556706 5615640 5000 5000 5620640 4592343 0 4592343 5000 5000 4597343 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 NOT 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 OCTOBER 31, 2025 AND 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN'S MANAGEMENT BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2021. THE PLAN IS ALSO SUBJECT TO ROUTINE AUDITS BY THE DEPARTMENT OF LABOR, 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. PART XII, LINE 4B - OTHER ADJUSTMENTS: INCREASE IN BENEFIT OBLIGATIONS PART XII, LINE 4B INCREASE IN BENEFIT OBLIGATIONS 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 B, LINE 12C THE TRUSTEES MONITOR COMPLIANCE WITH THE WRITTEN CONFLICT OF INTEREST POLICY. 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 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 XI, LINE 9: RESTATED TO REPORT BENEFITS PAID IN ACCORDANCE WITH FASB ASC 965 3,546,808. FORM 990, PART XII, LINE 2C: NO CHANGES FROM THE PRIOR YEAR. 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