2026-08-07T09:14:26-07:00 2025-09-30 990 2024-10-01 112212659 ADDITIONAL SECURITY BENEFITS PLAN OF THE ELECTRICAL INDUSTRY ADDI 7185912000 158-11 Harry Van Arsdale Jr Avenue Flushing NY 11365 Humberto Restrepo Chairman 7185912000 2026-07-31 1 2024 2025-03-06 01:10:19Z HUMBERTO J RESTREPO 158-11 HARRY VAN ARSDALE JR AVENUE FLUSHING NY 11365 194082931 0 X www.JIBEI.org X 1969 NY The Collection and Investment of Funds received from Electrical Contractors for the Purpose of Providing Benefits to Members of Local Union No. 3. 15 0 0 15 0 0 0 0 0 0 9310703 27353274 0 0 9310703 27353274 0 0 22569712 20961681 0 0 0 0 0 1637365 1829165 24207077 22790846 -14896374 4562428 354082656 345300276 4924824 3615757 349157832 341684519 Payments of additional security benefits to eligible members of the electrical industry Local Union No 3 members. 0 0 Payment of additional security benefits to members of the electrical industry. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 0 0 0 0 1 1 0 0 0 0 0 0 0 X 15 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 X Joint Industry Board of the Electrical Industry 7185912000 158-11 Harry Van Arsdale Jr Avenue Flushing NY 11365 John Mannino Trustee 0 0 X 0 0 0 Craig Gilston Trustee 1 1 X 0 0 0 Lance Van Arsdale Trustee 1 1 X 0 0 0 Carol Kleinberg Trustee 1 1 X 0 0 0 Steven Lazzaro Trustee 1 1 X 0 0 0 Robert Erikson Trustee 1 1 X 0 0 0 William Hofving Trustee 1 1 X 0 0 0 Thomas Cleary Trustee 1 1 X 0 0 0 Joseph Proscia Trustee 1 1 X 0 0 0 Kristine DeNapoli Trustee 1 1 X 0 0 0 Joseph Santigate Trustee 1 1 X 0 0 0 Stephen Gianotti Trustee 1 1 X 0 0 0 Christopher Erikson Jr Trustee 1 1 X 0 0 0 John Villafane Trustee 1 1 X 0 0 0 Robert Amabile Trustee 1 1 X 0 0 0 0 0 0 0 0 0 0 0 0 0 10049648 0 0 10049648 0 0 0 0 0 0 0 0 0 0 184033283 0 166729657 0 17303626 0 17303626 0 0 17303626 0 27353274 0 0 27353274 20961681 537962 ADMINISTRATIVE & RECORDKEEPING EXPENSE 1291203 22790846 0 0 0 1510702 1579147 253848696 258945581 97693819 83909035 1029439 866513 354082656 345300276 101907 77409 4822917 3538348 4924824 3615757 X 0 0 0 0 349157832 341684519 349157832 341684519 354082656 345300276 4562428 -12035741 0 0 0 0 X X 0 1 1 0 0 F 0 F ASB ALLEGIANCE REAL ESTATE LP 15057320 F BGO DIVERSIFIED US PROPERTY FUND LP 18116608 F ELECTRICAL INDUSTRY REAL ESTATE FUND LLC 10519730 F ELLINGTON STRUCTURED CREDIT ERISA FUND 40215377 F 83909035 0 DUE TO BROKER FOR PENDING SECURITIES PURCHASED 3538348 3538348 X 15317533 -12035741 0 0 0 -12035741 27353274 0 0 0 27353274 22790846 0 0 0 0 0 22790846 0 0 0 22790846 Schedule D, Part X, Line 2 MANAGEMENT EVALUATED ALL OF THE PLAN'S TAX POSITIONS FOR ALL OPEN TAX YEARS AND HAS CONCLUDED THAT THE PLAN HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. Form 990, Part VI, Section B, Line 11b THE PLAN'S BOARD OF TRUSTEES APPROVES ALL FINANCIAL STATEMENT INFORMATION INCLUDED IN THE FORM 990, (THE PLAN'S AUDITED SEPTEMBER 30, 2025 FINANCIAL STATEMENTS WERE APPROVED BY THE BOARD OF TRUSTEES). IN ADDITION, THE PLAN'S TRUSTEES APPROVE ALL SIGNIFICANT TRANSACTIONS THAT IMPACT THE PLAN. Form 990, Part VI, Section C, Line 19 THE PLAN MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO ALL ITS MEMBERS. THIS IS COMMUNICATED IN VARIOUS MANNERS (SUMMARY ANNUAL REPORTS, INTERNAL WEBSITES, ETC.) THE PLAN'S FINANCIAL STATEMENTS ARE ALSO FILED WITH ITS FORM 5500. Form 990, Part XII, Line 2c THE FINANCE COMMITTEE EVALUATES AND RECOMMENDS THE INDEPENDENT ACCOUNTANT TO THE PLAN'S TRUSTEES. Joint Industry Board of the Electrical Industry 158-11 Harry Van Arsdale Jr Avenue Flushing NY 11365 130891035 Supervise and Administer Related Benefit Funds NY 501(c)(5) N/A 0 Electrical Industry Real Estate Fund 158-11 Harry Van Arsdale Jr Avenue Flushing NY 11365 800580089 To earn investment income for its related entities NY 501(c)(5) N/A N/A 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 1 0 0 0 Joint Industry Board of the Electrical Industry m 0 THIS TRANSACTION TYPE IS PART OF THE TOTAL ALLOCATED EXPENSES CHARGED TO THE ADDITIONAL SECURITY BENEFITS PLAN OF THE ELECTRICAL INDUSTRY BY THE JOINT INDUSTRY BOARD OF THE ELECTRICAL INDUSTRY FOR THE 2024 FISCAL YEAR. SEE PART V LETTER P FOR DETAILS. Joint Industry Board of the Electrical Industry n 0 THIS TRANSACTION TYPE IS PART OF THE TOTAL ALLOCATED EXPENSES CHARGED TO THE ADDITIONAL SECURITY BENEFITS PLAN OF THE ELECTRICAL INDUSTRY BY THE JOINT INDUSTRY BOARD OF THE ELECTRICAL INDUSTRY FOR THE 2024 FISCAL YEAR. SEE PART V LETTER P FOR DETAILS. Joint Industry Board of the Electrical Industry p 1204453 THIS AMOUNT WAS THE ALLOCATED EXPENSES CHARGED TO THE ADDITIONAL SECURITY BENEFIT PLAN OF THE ELECTRICAL INDUSTRY BY THE JOINT INDUSTRY BOARD OF THE ELECTRICAL INDUSTRY FOR THE 2024 FISCAL YEAR. Electrical Industry Real Estate Fund f 60259 THE PLAN ALONG WITH OTHER ENTITIES OWNS 100% OF THE ELECTRICAL INDUSTRY REAL ESTATE FUND. THE $60,259 IS THE ALLOCATED GAIN FOR THE PLAN FOR THE FISCAL PERIOD 2024.