2026-04-14T14:39:00-05:00 2025-06-30 430352985 KERBER ECK & BRAECKEL LLP 3200 ROBBINS ROAD STE 200A SPRINGFIELD IL 62704 990 2024-07-01 370738564 NECA-IBEW WELFARE TRUST FUND NECA 2178750254 2120 HUBBARD AVENUE DECATUR IL 62526 KEVIN COPE FUND ADMINISTRATOR 2178750254 2026-04-13 1 1 MICHELLE REISNER P01631881 2177890960 2026-04-13 2024 2025-03-06 01:10:19Z KEVIN COPE 2120 HUBBARD AVENUE DECATUR IL 62526 291339936 0 X WWW.NECA-IBEW.ORG X 1955 IL TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS 38 0 0 38 0 0 0 0 230144746 252180188 10662860 10897017 337552 1347465 241145158 264424670 0 0 217488949 236259911 0 0 0 0 0 8516179 8856642 226005128 245116553 15140030 19308117 341329241 373096157 6334755 4614989 334994486 368481168 TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS 0 0 TO PROVIDE HEALTHCARE, DEATH, DISABILITY, DENTAL, AND VISION BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS 0 0 0 0 0 0 0 0 0 1 1 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 15 0 0 0 0 0 0 0 0 0 0 X 38 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 1 1 0 0 0 X KEVIN COPE AT IBEW-NECA ADMINISTRATION 2178750254 2120 HUBBARD AVE DECATUR IL 62526 X BRIAN ANDERSEN UNION TRUSTEE 1.00 X 0 0 0 JIM CLARIDA UNION TRUSTEE 1.00 X 0 0 0 MATT DEFEW UNION TRUSTEE 1.00 X 0 0 0 JIM FELLOWS UNION TRUSTEE 1.00 X 0 0 0 AARON GOODRUM UNION TRUSTEE 1.00 X 0 0 0 RYAN HAYDEN UNION TRUSTEE 1.00 X 0 0 0 KRISTOFER HOWARD UNION TRUSTEE 1.00 X 0 0 0 STEVE HUGHART UNION TRUSTEE 1.00 X 0 0 0 JOHN JACOBS UNION TRUSTEE 1.00 X 0 0 0 DAVID LEHMAN UNION TRUSTEE 1.00 X 0 0 0 JUSTIN MARTIN UNION TRUSTEE 1.00 X 0 0 0 RYAN MCROBERTS UNION TRUSTEE 1.00 X 0 0 0 DARRELL MILLER UNION TRUSTEE 1.00 X 0 0 0 JEREMIE PEARSON UNION TRUSTEE 1.00 X 0 0 0 MIKE RAIKES UNION TRUSTEE 1.00 X 0 0 0 CHRIS SIMPSON UNION TRUSTEE 1.00 X 0 0 0 TIM SPROUD UNION TRUSTEE 1.00 X 0 0 0 DAVID WELLS UNION TRUSTEE 1.00 X 0 0 0 MICHAEL YOUNG UNION TRUSTEE 1.00 X 0 0 0 PAUL ARTIS EMPLOYER TRUSTEE 1.00 X 0 0 0 RANDY CASSDDY EMPLOYER TRUSTEE 1.00 X 0 0 0 CHARLES CROW EMPLOYER TRUSTEE 1.00 X 0 0 0 MIKE ELLETT EMPLOYER TRUSTEE 1.00 X 0 0 0 KURTIS FREDERICK EMPLOYER TRUSTEE 1.00 X 0 0 0 RODNEY FREY EMPLOYER TRUSTEE 1.00 X 0 0 0 WILLIAM FRICKE EMPLOYER TRUSTEE 1.00 X 0 0 0 CHUD FUELLGRAF EMPLOYER TRUSTEE 1.00 X 0 0 0 TOM GRAY EMPLOYER TRUSTEE 1.00 X 0 0 0 SCOTT HARTIG EMPLOYER TRUSTEE 1.00 X 0 0 0 JON HUSTON EMPLOYER TRUSTEE 1.00 X 0 0 0 BETH IDING EMPLOYER TRUSTEE 1.00 X 0 0 0 MATTHEW LAFREE EMPLOYER TRUSTEE 1.00 X 0 0 0 MARK LAUGHERY UNION TRUSTEE 1.00 X 0 0 0 JEFF LINKENHELT EMPLOYER TRUSTEE 1.00 X 0 0 0 WILLIAM MEYER EMPLOYER TRUSTEE 1.00 X 0 0 0 GREG PEYTON EMPLOYER TRUSTEE 1.00 X 0 0 0 BILLY SERBOUSEK EMPLOYER TRUSTEE 1.00 X 0 0 0 JEREMY WILCOX EMPLOYER TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900001 206603345 206603345 EMPLOYEE CONTRIBUTIONS 900001 19212790 19212790 HRA CONTRIBUTIONS 900001 18421729 18421729 RETIREE DRUG SUBSIDY CONTRIBUTION 900001 7942324 7942324 252180188 5883872 5883872 31928411 26915266 5013145 5013145 5013145 MISC INCOME 900001 1347465 1347465 1347465 264424670 253527653 0 10897017 236259911 139916 215651 739419 340070 324466 7729 169000 74914 67240 ADMINISTRATIVE SERVICE 3792299 MISC EXPENSES 2077871 COMPUTER EXPENSE 689604 MAINTENANCE EXPENSE 123774 94689 245116553 21047084 13344284 28972161 36740626 55951 29961 3363835 2545997 741139 817838 110463491 148949309 179239955 172338445 809460 875694 341329241 373096157 6162460 4499133 172295 115856 6334755 4614989 X 0 0 0 0 334994486 368481168 334994486 368481168 341329241 373096157 19308117 14178565 0 X X 0 1 X 1 0 91667 91667 1278001 750625 527376 44560 43817 743 1949607 1751555 198052 817838 COMERICA AGGREGATE BOND INDEX FUND 29585317 F BLACKROCK MSCI ASWI EX-US IMI INDEX FUND B 13637297 F ASB ALLEGIANCE REAL ESTATE FUND LP 24456094 F CRESCENT CAPITAL HIGH INCOME FUND LP 26874491 F PARAMETRIC DEFENSIVE EQUITY FUND LLC 16139795 F AMERICAN REALTY ADVISORS INST. CAPITAL MGMT 19799226 F ULLICO INFRASTRUCTURE TAX-EXEMPT FUND LP 9269492 F IMF GLOBAL INFRASTRUCTURE US LP 9573787 F THE UNION LABOR LIFE INSURANCE CO. SEPARATE ACCOUNT T 23002946 F 172338445 DUE TO NECA-IBEW BENEFITS ADMINISTRATION ASSOCIATION 115856 115856 X 277863816 14178565 14178565 263685251 739419 739419 264424670 244377134 0 244377134 739419 739419 245116553 PART X, LINE 2: THE FUND HAS RECOGNIZED IN THE FINANCIAL STATEMENTS THE EFFECTS OF ALL TAX POSITIONS AND CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, CHANGES IN TAX LAW, AND NEW AUTHORITATIVE RULINGS. THE FUND IS NOT AWARE OF ANY CIRCUMSTANCES OR EVENTS THAT MAKE IT REASONABLY POSSIBLE THAT UNRECOGNIZED TAX BENEFITS MAY INCREASE OR DECREASE WITHIN 12 MONTHS OF THE STATEMENT OF NET ASSETS AVAILABLE FOR BENEFITS DATE. PENALTIES AND INTEREST ASSESSED BY TAXING AUTHORITIES ARE INCLUDED IN ADMINISTRATIVE EXPENSES, IF APPLICABLE. THERE WERE NO INTEREST OR PENALTIES PAID DURING 2025 AND 2024. FORM 990, PART VI, SECTION B, LINE 11B BOTH KEVIN COPE, FUND ADMINISTRATOR, AND ROBIN HAMILTON, ADMINISTRATIVE ASSISTANT, WOULD REVIEW THE 990 BEFORE IT IS SUBMITTED. AFTER REVIEW, THE 990 WOULD BE SIGNED BY THE FUND ADMINISTRATOR. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS TO THE BOARD OF TRUSTEES BEFORE IT CONSIDERS THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST THE REMAINING TRUSTEES SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. THE BOARD OF TRUSTEES MAY ALSO ENGAGE LEGAL COUNSEL TO RENDER AN OPINION AS TO WHETHER A TRANSACTION OR ARRANGEMENT CONSTITUTES A CONFLICT OF INTEREST. IF THE BOARD HAS REASONABLE CAUSE TO BELIEVE A PERSON HAD FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE AND MAKE A DECISION BASED ON THE INFORMATION PRESENTED. FORM 990, PART VI, SECTION C, LINE 19 INFORMATION IS MADE AVAILABLE UPON REQUEST PART XII, LINE 2C THE BOARD OF TRUSTEES IS STILL RESPONSIBLE FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. NECA-IBEW PENSION TRUST FUND 2120 HUBBARD AVENUE DECATUR IL 62526 516029903 TO PROVIDE PENSION BENEFITS TO ELGIBLE MEMBERS AND THEIR DEPENDENTS IL 501(C)(9) N/A 0 IBEW-NECA CONDUIT 401K PLAN 2120 HUBBARD AVENUE DECATUR IL 62526 862321016 TO PROVIDE RETIRMENT BENEFITS TO ELGIBLE MEMBERS AND THEIR DEPENDENTS IL 401(K) N/A 0 IBEW-NECA ADMINISTRATIVE ASSOCIATION 2120 HUBBARD AVENUE DECATUR IL 62526 363761128 SERVICE ADMINISTRATION IL N/A C 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 IBEW-NECA BENEFITS ADMINISTRATION ASSOCIATION P 3792299 AUDITED FINANCIALS NECA-IBEW PENSION TRUST FUND Q 20693 AUDITED FINANCIALS IBEW-NECA CONDUIT 401K PLAN Q 1086 AUDITED FINANCIALS