2023-05-15T12:17:12-05:00 2022-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE STE 1200W BETHESDA MD 20814 990 2022-01-01 256032106 WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES INSURANCE TRUST FUND WEST 4124321125 5 HOT METAL STREET 200 PITTSBURGH PA 152032357 THOMAS R MCINTYRE TRUSTEE 4124321125 2023-05-10 1 THOMAS MCINTYRE 999009999 0 JOSEPH M HERISHEN CPA P00361968 2023319880 2023-05-15 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z THOMAS R MCINTYRE 5 HOT METAL STREET PITTSBURGH PA 15203 90848817 0 X N/A X 1954 PA TO PROVIDE HEALTH AND DEATH BENEFITS TO PARTICIPANTS. 6 0 0 0 0 0 0 0 48995669 51375878 13936610 4829308 357534 253415 63289813 56458601 0 0 59717237 58487292 0 0 0 0 0 2483185 2594732 62200422 61082024 1089391 -4623423 132179454 111725505 419435 473079 131760019 111252426 TO PROVIDE HEALTH AND DEATH BENEFITS TO PARTICIPANTS. 0 0 THE PLAN PROVIDES HEALTH AND DEATH BENEFITS COVERING EMPLOYEES OF PARTICIPATING ELECTRICAL CONTRACTORS WHO RECOGNIZE LOCAL UNION NO 5, INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS AS THE COLLECTIVE BARGAINING REPRESENTATIVE, AND CONTRIBUTE TO THE WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES INSURANCE TRUST FUND. 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 X CDS ADMINISTRATORS 4124321155 5 HOT METAL STREET PITTSBURGH PA 152032307 MICHAEL DUNLEAVY CHAIRMAN - UNION TRUSTEE 1.00 40.00 X X 0 0 0 JAMES FERRY II EMPLOYER TRUSTEE 1.00 X 0 0 0 JOSEPH RIOS EMPLOYER TRUSTEE 1.00 X 0 0 0 TODD MIKEC EMPLOYER TRUSTEE 1.00 X 0 0 0 MICHAEL VARHOLLA UNION TRUSTEE 1.00 40.00 X 0 159367 0 THOMAS MCINTYRE UNION TRUSTEE 1.00 40.00 X 0 184260 0 0 343627 0 0 0 1 0 CENTRAL DATA SERVICES INC 5 HOT METAL STREET PITTSBURGH PA 15203 CONTRACT ADMINISTRATION 1934607 1 EMPLOYER CONTRIBUTIONS 525100 51236218 51236218 UNION CONTRIBUTIONS 525100 139660 139660 51375878 2489804 2489804 36729720 34390216 2339504 2339504 2339504 REBATES - REFUNDS 525100 244252 244252 INVESTMENT INCOME - CLASS ACTION 900001 9163 9163 253415 56458601 51375878 0 5082723 58487292 40203 67798 400704 36800 88281 90 10857 CDS PROCESSING FEE 1388651 CDS BENEFITS ADMINISTRA 545956 FEDERAL EXCISE TAX (PCO 15392 61082024 9588166 10004290 4643304 4978154 68949 76242 96770715 73612804 21056012 22994454 52308 59561 132179454 111725505 419435 473079 419435 473079 X 0 0 0 0 131760019 111252426 131760019 111252426 132179454 111725505 X -4623423 -15970707 86537 X X 0 1 X 1 0 0 COMMON COLLECTIVE TRUST 3921585 F LIMITED PARTNERSHIP 19072869 F 22994454 X 40087190 -15970707 -15970707 56057897 400704 400704 56458601 60681320 0 60681320 400704 400704 61082024 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT 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 INTERNAL REVENUE SERVICE. PLAN MANAGEMENT IS NOT AWARE OF ANY TAX POSITIONS TAKEN BY THE FUND THAT WOULD REQUIRE RECOGNITION OF A TAX LIABILITY OR JEOPARDIZE ITS TAX EXEMPT STATUS. 0 0 0 THOMAS MCINTYRE UNION TRUSTEE 0 184260 0 0 0 0 0 0 0 0 0 184260 0 0 MICHAEL VARHOLLA UNION TRUSTEE 0 159367 0 0 0 0 0 0 0 0 0 159367 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE LOCAL CHAPTER OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS (IBEW) ARE MEMBERS OF THE WPEE INSURANCE TRUST FUND. FORM 990, PART VI, SECTION A, LINE 7A THE LOCAL CHAPTER OF IBEW, WHO ARE MEMBERS OF THE WPEE INSURANCE TRUST FUND, ELECT THE BOARD CHAIRMAN OF THE INSURANCE TRUST FUND. THE CHAIRMAN APPOINTS THE OTHER TWO UNION TRUSTEES FOR THE FUND. THE WESTERN PENNSYLVANIA CHAPTER, NECA APPOINTS THE THREE EMPLOYER TRUSTEES. THE IBEW MEMBERSHIP HAVE NO OTHER POWERS IN REGARD TO THE GOVERNANCE OF THE INSURANCE TRUST FUND. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES IS PROVIDED A DRAFT OF THE FORM 990 FOR REVIEW PRIOR TO THE SUBMISSION OF THE FORM 990. FORM 990, PART VI, SECTION C, LINE 19 THE FUND MAKES ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS AND BENEFICIARIES AS REQUIRED BY ERISA. FORM 990, PART XI, LINE 9: PROFESSIONAL FEES PAID IN 2022 BUT ACCRUED AS AP ON 2021 FINANCIALS 86,537. FORM 990, PART XII LINE 2C THE PROCESS HAS REMAINED CONSISTENT FROM THE PRIOR YEAR. WPEE - NECA 5 HOT METAL STREET PITTSBURGH PA 15203 250917620 ASSOCIATION PA 501(C)(6) 0 WPEE - LMCC 5 HOT METAL STREET PITTSBURGH PA 15203 251691818 LABOR MANAGEMENT PA 501(C)(6) 0 WPEE - WAGE & FRINGE 5 HOT METAL STREET PITTSBURGH PA 15203 256120617 BENEFIT FUND PA 501(C)(9) 0 WPEE - DEFERRED COMPENSATION FUND 5 HOT METAL STREET PITTSBURGH PA 15203 251368983 BENEFIT FUND PA 401(A) 0 WPEE - PENSION FUND 5 HOT METAL STREET PITTSBURGH PA 15203 256032108 BENEFIT FUND PA 401(A) 0 WPEE - APPRENTICESHIP CORP 5 HOT METAL STREET PITTSBURGH PA 15203 256032059 APPRENTICE TRAINING PA 501(C)(5) 0 IBEW LOCAL UNION NO 5 5 HOT METAL STREET PITTSBURGH PA 15203 250568225 LABOR UNION PA 501(C)(5) 0 EMERALD ELECTRICAL SERVICE LLC HEY ELECTRIC CO LP PFB ELECTRIC LLC PREMIER COMMUNICATION LLC PURE TECH LLC SPEC ELECTRIC LLC THROWER COMMUNICATIONS LLC UNION ELECTRICAL CONSTRUCTION LLC FREESTATE BALTIMORE LLC FTBA LLC SGT LLC TDN ELECTRIC LLC TRYDAN INDUSTRIES LLC SHAMBAUGH & SON LP RESINDCOM ELECTRIC LLC STERLING INDUSTRIAL LLC YATES ELECTRIC LLC ENSCIO LLC MCT SERVICES LLC MIDSTATES ENERGY LLC TURBINEPROS LLC ABM FACILITY ACE LIGHTNING PROTECTION ALL POWER CONTRACTING BECDEL CONTROLS INC BETTWY ELECTRIC INC BETTWY SYSTEMS INC BOB BITER ELECTRIC BLACK ELECTRIC INC BLACKHAWK NEFF INC BOZIC COMMUNICATIONS INC BRICKLEY CONSTRUCTION INC BRONDER TECHNICAL OFFICE BRONDER TECHNICAL SERVICE BRUCE & MERRILEES ELECTRIC BUCH ELECTIC CHAPMAN CORPORATION CHRIS LEVITT ELECTIC INC CLISTA ELECTIC INC COMMELEC INC DAGOSTINO ELECTRONICS DARR CONSTRUCTION INC DELANEY TELECOM INC DSL COMMUNICATIONS ELCO ELECTRIC COMPANY ENTERGY ELECTRIC COMPANY FALLON ELECTRIC FERRY ELECTRIC COMPANY FRAME CONTRACTING SERVICES INC FRANKL ELECTRIC FREQUENCY ELECTRIC FUELLGRAF CHIMNEY & TOWER FUELLGRAF ELECTRIC CO INC HALLSTROM-CLARK ELECTRIC HANLON ELECTRIC COMPANY HATZEL & BUEHLER HIGH VOLTAGE MAINTENANCE CORP HOFFMAN ELECTRIC COMPANY IC ELECTRIC IMBUE TECHNOLOGY SOLUTIONS INTERCONNECT OF WEST PA JOBE ELECTRIC INC JON FIRESTONE ELECTRIC KEYSTONE ELECTRICAL SYSTEMS KIEWIT POWER CONSTRUCTORS KIRBY ELECTRIC COMPANY DAVE KRONENWETTER L CANNON COMMUNICATIONS LANCO ELECTRIC LIGHTHOUSE ELECTRIC CO INC M&J ELECTRICAL CONTRACTING MARE SOLUTIONS INC MARIANO CONSTRUCTION MARSULA ELECTRIC INC MASS ELECTRIC CONSTRUCTION CO MATRIX NAC INC MCCARL'S MECHANICAL INC MCCROSSIN ELECTRIC MCCURLEY HOUSTON ELECTRIC MCMURRAY ELECTRIC INC MENTZELL ELECTRIC MILLER ELECTRIC CONSTRUCTION MILLER INFORMATION SYSTEMS NEELEY COMMUNICATIONS INC OZ ENTERPRISES INC PENN-OHIO ELECTRIC PG PUBLISHING COMPANY PITTSBURGH ASSOCIATES POWER CONTRACTING COMPANY PRECISION ELECTRICAL CONTRACTORS PSSI STADIUM CORPORATION RIGHT ELECTRICAL CONTRACTORS SANTON ELECTRIC CO SARGENT ELECTRIC CO SCALISE INDUSTRIES SCHULTHEIS ELECTRIC GR SPONAUGLE & SONS INC STANDARD SOLUTION INC STELCO ELECTRIC INC TP ELECTRIC TAIL INDUSTRIES INC TECHNICAL MGMT ASSOCIATES TEMS TJR ENTERPRISES INC TOP RIDGE INC TRI-RIVERS ELECTRIC INC UNICCO SERVICE CO UNIVERSITY OF PGH VANTAGE CORPORATION VERN'S ELECTRIC WELLINGTON ENERGY WELLINGTON POWER CORP WESTIN CONVENTION CENTER WOOD ELECTRICAL CONSTRUCTION CO WYNDHAM GRAND PITTSBURGH ZENITH-KEYSTONE ELECTRICAL DIVISION ABM ELECTRICAL POWER SOLUTIONS BLACK & VEATCH CONSTRUCTION JW DIDADO ELECTRIC INC JOE DICKEY ELECTRIC LUGAILA MECHANICAL INC PPG PAINTS ARENA VEC INC WINDY HILL CONTROL SYSTEM IB ABEL INC GR NOTO ELECTRICAL THOROUGHBRED CONSTRUCTION UNIVERSITY ELECTRIC INC BLUESTONE COMMUNICATIONS DAN GOVORA ELECTRICAL HEIM EDWIN L ELECTRIC COMPANY JEFFERS & LEEK ELECTRIC MID STATE CONTROLS NATIONAL CONDUCTOR ROGERS MECHANICAL AI SOLUTIONS INC DELTA ELECTRICAL SYSTEMS DIXON ELECTICAL SYSTEMS LEVERKNIGHT ELECTIC NATIONAL LIGHTING O'CONNELL ELECTRIC CO TURIK'S ELECTRIC XL INDUSTRIAL SERVICES DAVID LAWRENCE HILSCHER CLARKE ELECTRIC DECKER ELECTRIC DAY & ZIMMERMAN COVERT POWER AND CONTROLS CHATHAM CTR BRINKER TEAM CONSTRUCTION BECA ELECTRICAL BATTAGLIA ELECTRIC APPELLATION CONSTRUCTION BA MEIXEL ELECTRICAL INC LECCE ELECTRIC MJ ELECTRIC INC MOC INC RCI ELECTRICAL SERVICES SOMERSET STEEL & EREC TEC ELECTRIC THOMPSON ELECTRIC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0