2024-01-30T14:47:35-06:00 2023-05-31 470900880 CALIBRE CPA GROUP PLLC 230 W MONROE STREET SUITE 310 CHICAGO IL 60606 990 2022-06-01 364166378 IBEW LOCAL 701 SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND IBEW 6303931701 28600 BELLA VISTA PARKWAY 1110 WARRENVILLE IL 60555 KEVIN CONNELLY TRUSTEE 6303931701 2024-01-30 1 KEVIN CONNELLY 999009999 1 COREY BILKEY P00499751 3126550037 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KEVIN CONNELLY 28600 BELLA VISTA PARKWAY 1110 WARRENVILLE IL 60555 78169 0 X N/A X 1998 IL PROVIDE INCOME SECURITY DURING LAYOFFS. 9 6 22 0 0 0 0 0 177168 9329 15239 45050 0 0 192407 54379 0 0 19780 11650 0 0 0 0 0 48620 46249 68400 57899 124007 -3520 1517240 1475591 5717 5903 1511523 1469688 PROVIDE INCOME SECURITY DURING LAYOFFS. 0 0 THE PLAN PROVIDES SOME MEASURE OF INCOME SECURITY TO ELIGIBLE MEMBERS DURING PERIODS OF LAY-OFFS IN THE THE ELECTRICAL CONTRACTING INDUSTRY. 0 0 0 0 0 0 0 0 0 1 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 0 0 22 1 0 0 0 0 0 0 0 0 X 9 6 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X TERRY MUSTO 6303931701 28600 BELLA VISTA PKWAY WARRENVILLE IL 60555 ANTHONY GIUNTI TRUSTEE 3.00 X 0 0 0 WILLIAM DREW TRUSTEE 3.00 3.00 X 0 5185 4248 JOHN MCDONNELL TRUSTEE 3.00 3.00 X 0 5632 4613 ROBERT PANATERA TRUSTEE 3.00 3.00 X 0 3152 2582 FRANK GRAVINA TRUSTEE 3.00 X 0 0 0 KEVIN CONNELLY TRUSTEE 3.00 X 0 0 0 SHARON CATTANEO TRUSTEE 3.00 X 0 0 0 ANTHONY MULIZIO TRUSTEE 3.00 X 0 0 0 GIUSEPPE MUZZUPAPPA TRUSTEE 3.00 X 0 0 0 FRANK FURCO FORMER TRUSTEE 3.00 X 0 0 0 BRUCE CREEN FORMER TRUSTEE 3.00 X 0 0 0 0 13969 11443 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 9329 9329 9329 28436 28436 40404 23790 16614 16614 16614 54379 9329 0 45050 11650 1182 10881 4067 64 1034 2520 7387 267 2984 REIMB. SALARIES & FRING 15863 57899 154095 122927 4459 44653 17066 0 1564 1550 26749 26068 706 681 1338733 1304498 617 1282 1517240 1475591 349 403 5368 5500 5717 5903 X 0 0 0 0 1511523 1469688 1511523 1469688 1517240 1475591 -3520 -38315 0 X X 0 1 X 1 0 26749 26068 681 681 DUE TO AFFILIATED FUNDS 5500 5500 X 11997 -38315 -38315 50312 4067 4067 54379 53832 0 53832 4067 4067 57899 PART X, LINE 2: AS OF MAY 31, 2023, THERE WERE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS. AT MAY 31, 2023 THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO THE FISCAL YEAR ENDED MAY 31, 2020. FORM 990, PART VI, SECTION B, LINE 11B THE TRUSTEES AUTORIZE THE FUND'S ADMINISTRATOR AND A DESIGNATED TRUSTEE TO REVIEW THE FORM 990 BEFORE IT'S FILED. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES ARE GOVERNED BY THE TRUST DOCUMENT AND HAVE A FIDUCIARY RESPONSIBILITY UNDER ERISA TO ADMINISTER THE PLAN IN THE BEST INTEREST OF THE MEMBERSHIP. THE US DEPT OF LABOR REQUIRES ALL LABOR TRUSTEES TO REPORT ON FORM LM-30 POTENTIAL SITUATIONS WHERE THERE MAY BE CONFLICTS OF INTEREST. THIS INFORMATION IS OPEN TO THE PUBLIC FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES REVIEW SALARIES AND COMPENSATION ANNUALLY FOR EACH EMPLOYEE OF THE FUND. ALL CHANGES IN COMPENSATION IS APPROVED AND DOCUMENTED IN THE CORRESPONDING BOARD MEETING FORM 990, PART VI, SECTION C, LINE 19 A SUMMARY ANNUAL REPORT IS DISTRIBUTED TO ALL PARTICIPANTS. PARTICIPANTS ARE ABLE TO REQUEST THE AUDITOR'S REPORT AND OTHER FINANCIAL INFORMATION FROM THE PLAN ADMINISTRATOR AND/OR THE US DEPT OF LABOR. ALSO, FORM 5500 IS OPEN FOR PUBLIC INSPECTION THROUGH THE US DEPOT OF LABOR FORM 990, PART XII, LINE 2C: THE PROCESS HASNT CHANGED FROM THE PRIOR YEAR IBEW LOCAL 701 PENSION FUND 28600 BELLA VISTA PARKWAY WARRENVILLE IL 60555 366455509 PROVIDE PENSION BENEFITS TO PARTICIPANTS IL 401A 0 IBEW LOCAL 701 RETIREMENT SAVINGS FUND 28600 BELLA VISTA PARKWAY WARRENVILLE IL 60555 366455509 RETIREMENT BENEFITS IL 401A 0 IBEW LOCAL 701 VACATION FUND 28600 BELLA VISTA PARKWAY WARRENVILLE IL 60555 362942688 VACATION BENEFITS FOR PARTICIPANTS IL 501C9 0 IBEW LOCAL 701 WELFARE FUND 28600 BELLA VISTA PARKWAY WARRENVILLE IL 60555 362951116 PROVIDE HEALTH BENEFITS FOR PARTICIPANTS IL 501C9 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0