2025-04-30T16:03:01-05:00 2024-06-30 470900880 Calibre CPA Group PLLC 230 West Monroe St Ste310 Chicago IL 60606 990 2023-07-01 362327771 IBEW LOCAL NO 150 WELFARE FUND IBEW 8598256132 230 LEXINGTON GREEN CIRCLE 400 LEXINGTON KY 40503 STEVE SMART TRUSTEE 8598256132 2025-04-30 1 0 John Leggero P01357710 3126550037 2023 2025-03-06 01:10:19Z X 230 LEXINGTON GREEN CIRCLE 400 LEXINGTON KY 40503 28940884 0 X N/A X 1956 IL To provide health benefits for participating members and their families 6 4 40 0 0 0 0 0 19164149 19343343 902645 3198373 249986 168102 20316780 22709818 0 0 17756831 18026920 117629 118480 0 0 0 789978 798809 18664438 18944209 1652342 3765609 42503716 47603345 3058343 2988967 39445373 44614378 To provide health benefits for participating members and their families 0 0 The purpose of the Plan is to provide health and welfare benefits to members and dependents of IBEW Local 150. 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 433 0 1 40 1 0 0 0 0 0 0 0 0 X 6 4 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X MICHELE WALL at UMR 8598256132 230 LEXINGTON GREEN CIRCLE SUITE LEXINGTON KY 40503 Anthony Arnone Trustee 3.00 X 0 0 0 Christopher Schulz Trustee 3.00 X 0 0 0 Jeffrey Harger Trustee 3.00 X 0 0 0 Jeffrey Schwingbeck Trustee 3.00 3.00 X 0 2793 0 Lizabeth Karson Trustee 3.00 X 0 0 0 Steve Smart Trustee 3.00 45.00 X 0 136528 103575 0 139321 103575 0 0 1 0 BLUE CROSSBLUE SHIELD IL 300 E RANDOLPH CHICAGO IL 606015099 CLAIMS PAYOR AND PPO 372565 TIC INTERNATIONAL CORP 6525 CENTURION WAY LANSING MI 48917 ADMIN AND CLAIMS SERVICES 127367 2 Employer contributions 230000 16804190 16804190 Member contributions 230000 2539153 2539153 19343343 1458520 1458520 7970919 6231066 1739853 1739853 1739853 Medicare Part D subsidies 230000 124938 124938 Contractor portion of audit costs 230000 31814 31814 Stop-loss dividends 230000 11286 11286 64 64 168102 22709818 19511445 0 3198373 18026920 35806 35689 46985 131774 72310 28448 41496 447363 45345 729 6243 13314 Bank fees 9018 Fees mandated by Patien 2769 18944209 1125804 634297 1609 1077968 1718982 3780064 137146 133902 72298 72298 0 0 34208701 36154697 5311474 5822417 42503716 47603345 74333 171539 2984010 2817428 3058343 2988967 X 0 0 0 0 39445373 44614378 39445373 44614378 42503716 47603345 3765609 1403396 0 X X 0 1 X 1 0 72298 72298 0 0 Longview Build America Hedge Fund 1592421 F Wellington - CTF Quality Value Fund 4229996 F 5822417 Reciprocity payable 609062 Due to affiliated fund 64747 Accrued FICA - loss of time 2166 Unclaimed benefits 43815 Est liability for claims payable and incurred but unpaid 2097638 2817428 X 23946780 1403396 1403396 22543384 41496 124938 166434 22709818 19139236 0 19139236 41496 -236523 -195027 18944209 Part X, Line 2: As of June 30, 2024 and 2023, there were no uncertain tax 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 taxing jurisdictions; however, there are currently no audits for any tax periods in progress. At June 30, 2024, the Plan is no longer subject to income tax examinations for years prior to the fiscal year ended June 30, 2021. Part XI, Line 4b - Other Adjustments: MEDICARE PART D SUBSIDIES 124,938. Part XII, Line 4b - Other Adjustments: Medicare Part D Subsidies 124,938. Change in benefit obligations -361,461. 0 0 0 Steve Smart Trustee 0 136228 0 0 0 300 0 67915 0 35660 0 240103 0 0 Form 990, Part VI, Section B, line 11b The Trustees authorize the Chairman to review the 990 before it is filed. Other Trustees can review a copy of the 990 upon request. Form 990, Part VI, Section C, line 19 The Organization's governing documents and financial statements are available to the public upon request. PART XII, LINE 2C The process has not changed. IBEW LOCAL 150 361581422 Organize members for economic, moral and social advancement IL 501(c)(5) 0 IBEW LOCAL 150 PENSION 366140629 Provide retirement benefits IL 401 (a) 0 IBEW LOCAL 150 SUPPLEMENTAL PENSION 364446184 Provide retirement benefits IL 401 (a) 0 IBEW LOCAL 150 VACATION 363166891 Provide vacation benefits IL 501(c)(9) 0 IBEW LOCAL 150 BUILDING 363694986 Provide services and facilities IL 501(c)(2) 0 A VET COMMUNICATIONS INC ABCO ELECTRICAL CONSTR ACAMARD TECHNOLOGIES INC ADAM NORTH ELECTRIC ADVANCED DATA TECHNOLOGIES ADVENT SYSTEMS INC ALDRIDGE ELECTRIC INC ALL TECH ENERGY INC AMERICAN BACKHOE SERV & EXCAV AMERICAN ELECTRIC CONSTRUCTION AMS MECHANICAL SYSTEMS ANDERSON PUMP SERVICE INC APPLIED COMMUNICATIONS GROUP ARGON ELECTRIC COMPANY INC ARK ELECTRIC INC ASSOCIATED ELEC OF IL LLC B&B ELECTRICAL CONTRACTORS LLC BANDWIDTH MANAGEMENT INC BASSETT ELECTRICAL CONTRACTING BEACON SALES SERV INSTAL INC BELCORE ELECTRIC BENSON ELECTRICAL CONTRACTING BERRY ELECTRICAL CONTRACTING BIP 66 INC BLACKHAWK ELECTRICAL CONSTRUCT BLADE ELECTRIC AND TECHNOLOGIE BLAZE ELECTRIC CORP BLOCK ELECTRIC COMPANY BROWN ELECTRIC SERVICE INC BUTLER CORING INC CT CONNECT INC CAMEO ELECTRIC INC CANINO ELECTRIC CO CAREY ELECTRIC CONT INC CARLYN ELECTRICAL CONSTRUCTION CHICAGO POWER & COMMUNICATIONS CHICAGO VOICE AND DATA CIPHER TECHNOLOGY SOLUTIONS CITY SERVICE ELECTRIC INC CJ POWER INC CLIMATE PROS LLC COMMUNICATION ZONE INC COMPLETE ELECTRICAL SERVICE CONCUR ELECTRIC COMPANY CONNELLY ELECTRIC CO CONNOR ELECTRIC SVCS INC CONTINENTAL ELECT CONST CO CORRECT DIGITAL DISPLAYS INC CORRECT ELECTRIC INC CROSSTOWN ER ELECTRIC INC D & T ELECTRIC INC DEERFIELD ELECTR CO INC DELANEY TELECOM DBA BLACKBOX DMH ENTPRS DBA SOUND PLANNING DNESCO ELECTRIC DNR ELECTRICAL CONTRACTORS DYNAMIC ELECTRIC INC E STONE INC ELECTRIC ONE INC ELECTRICAL BUILDERS INC ELECTRICAL CONTRACTORS INC ELECTRICAL DESIGN SYSTEMS CORP ELECTRICAL INCORPORATED ELECTRICAL SYSTEMS INC EMMRICK ELECTRIC INC FE MORAN INC FIRE PROT N ILL FE MORAN INC SPECIAL HAZRD SYS FE MORAN SECURITY SOLUTIONS FICEK ELECTRIC & COMM SYSTEMS FIRST SECURITY SYSTEMS INC G & M ELECTRICAL CONTRACTORS GS ELECTRIC CO INC GEARY ELECTRIC INC GIBSON ELECTRIC & TECH GRACE POWER & CONTROL GRAND KAHN ELECTRIC GROHS ELECTRIC LLC GURTZ ELECTRIC H & H ELECTRIC CO HARDT ELECTRIC INC HAWK ENTERPRISES INC HECKER AND COMPANY INC HELM ELECTRIC HINSDALE ELECTRIC CO INC HLP SYSTEMS INC HOME TOWNE ELECTRIC HOMESTEAD ELECTRICAL CONTRACTI HUEN ELECTRIC INC HUNT ELECTRIC CORPORATION HUSSMANN CORPORATION I POWER ELECTRIC LLC IBEW L150 BOT MTG IBEW LOCAL 150 IBEW LU 150 WELF & PENS FDS ICOM INC ILLINOIS BUSINESS COMM IMG TECHNOLOGIES INC INTEGRATED CONTROL TECH LLC INTEGRATED ELECTRICAL SERVICES IWIRE TECHNOLOGIES LLC J HAMILTON ELECTRIC CO INC JAMERSON & BAUWENS JAN ELECTRIC LLC JASCO ELECTRIC CORP JM POLCURR LLC JMS ELECTRIC INC JOHN BURNS CONSTRUCTION CO JP 6468 GROUP LLC DBA CLVS K L ELECTRIC CO INC KACE COMMUNICATIONS LLC KAISER ELECTRICAL CONTRACTORS KALISH ELECTRIC CO INC KB ADVANCED TECHNOLOGIES KELLENBERGER ELECTRIC INC KELSO-BURNETT CO KLASS ELECTRIC COMPANY KRAUSE ELECTRICAL CONTRACTORS KROESCHELL INC KWASIGROCH ELECTRIC INC L E TECH INC LAKE BLUFF ELECTR CO INC LAKE COUNTY JATC LAUDERDALE ELECTRIC INC LEE MECHANICAL INC LIGHTNING COMMUNICATIONS INC LLD ELECTRIC CO LOHBAUER ELECTRIC LLC LOMBARDI ELECTRIC INC LOW VOLTAGE SOLUTIONS INC LUMEN ELECTRIC INC LYONS ELECTRIC DBA M J ELECTRIC LLC M T KELLEY ELECTRIC LLC M3 ELECTRIC INC MARON ELECTRIC CO MARTIN ELECTRIC MCWILLIAMS ELECTRIC CO INC MEADE ELECTRIC CO INC MECHANICAL SYSTEMS INC CONTECH MEDLIN COMMUNICATIONS INC MID-STATES ELECTRICAL CONT CO MIDWEST INTERSTATE ELEC CONTR MK INDUSTRIES INC MOHAWK ELECTRIC CONSTR MOOD MEDIA (FORMERLY MUZAK) MZI ELECTRIC INC NESKO ELECTRIC COMPANY NEWCASTLE ELECTRIC INC NORTHWEST TECHNICAL NUCORE ELECTRIC INC O'CARROLL ELECTRIC OKEH ELECTRIC COMPANY OMEGA ELECTRIC CO INC DIVISION PACE ELECTRIC INC PAKK ELECTRIC INC PALOS ELECTRIC COMPANY PENTEGRA SYSTEMS LLC PETERS ELECTRIC & TECHNOLOGY PIEPER ELECTRIC INC PIER ELECTRIC INC PINNACLE SERVICES INC POWERLINK ELECTRIC (A) POWERLINK ELECTRIC LLC PREFERRED ELECTRICAL CONSTRUCT PREMIER POWER PROFESSIONALS PROARC ELECTRICAL CONSTR PROGRESS ELECTRIC CO PROSPECT ELECTRIC COMPANY PROTEX INSTALLATIONS INC QUANTUM CROSSINGS LLC RAGUSIN ELECTRIC INC RANDEL ELECTRIC INC REX ELECTRIC & TECH LLC RICAUDENBY ELECTRIC RIDGEVIEW ELECTRIC INC RJL GROUP RON JONES ELECTRIC INC SCHNEIDER ELECT (FORMERLY ITG) SEICO INC SERVICE PLUS INC SHILLELAGH ELECTRIC INC SIEVERT ELECTRIC CO SMC ELECTRICAL CORP SMG SECURITY HOLDINGS LLC SMITH ELECTRICAL CONTRACTING SONOMA CONSTRUCTION SERVICES SOUND INC SOUND OF MUSIC LTD SPIRAL SERVICES LLC DBA SRC ELECTRIC LLC STANCY ELECTRIC INC SUPER ELECTRIC CONSTRUCTION CO TALON ELECTRIC COMPANY TEC ELECTRIC INC TECH ELECTRONICS OF ILLINOIS TERRANCE ELECTRIC COMPANY THE RIGHT APPROACH INC THOMPSON ELECTRONICS CO THURSTON ELECTRICAL SPECIALTY TIMCO INC TITAN ELECTRIC LLC TOPP NOTCH ELECTRIC LLC TRI-CITY ELECTRIC COMPANY IOWA TRI-M ELECTRIC TURO ELECTRICAL CONSTRUCTION TWIN ELECTRIC OF CHICAGO UMBDENSTOCK ELECTRIC INC UTILITY DYNAMICS CORP VALLEY ELECTRICAL CONTRACTORS VAN ERT ELECTRIC VOLT ELECTRIC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0