TY 2024 Form 990

(A) Name and business address	(B) Description of services	(C) Compensation
ANTHEM BC BS OF CONNETICUT 307 BASSETT ROAD NORTH HAVEN,CT06473	CLAIMS ADMINISTRATION	1,726,129
ZENITH AMERICAN SOLUTIONS 10 TECHNOLOGY DRIVE WALLINGFORD,CT06492	CLAIMS ADMINISTRATION AND THIRD PARTY AD	1,312,427
SOLXSYS ADMINISTRATIVE SOLUTIONS LLC 5600 NEW KING STREET SUITE 330 TROY,MI48098	CLAIMS ADMINISTRATION AND THIRD PARTY AD	746,400
ZELIS 2 CROSSROADS DRIVE BEDMINISTER,NJ07921	CLAIMS ADMINISTRATION	362,161
LABOR FIRST LLC 1000 MIDLANTIC DR MOUNT LAUREL,NJ08054	ADMINISTRATIVE SERVICES	315,724
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 9

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SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
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Attach to Form 990.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

NEW ENGLAND ELECTRICAL WORKERS
BENEFITS FUND

Employer identification number

06-0860627

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
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Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
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Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) (Rev. 1-2025)

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

Permanent endowment right arrow

Term endowment right arrow

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements
d	Equipment ....
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..		0

Schedule D (Form 990) (Rev. 1-2025)

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
ESCROW LIABILITY	204,879
PREPAID SELF-PAY CONTRIBUTIONS	66,794
TRANSFER WITHDRAWAL PAYABLE	259,826
DUE TO RELATED PARTY	30,086





Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	561,585
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) (Rev. 1-2025)

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	110,186,530
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	4,003,475
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d .....................			2e	4,003,475
3	Subtract line 2e from line 1..................			3	106,183,055
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	155,729
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	155,729
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	106,338,784

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	89,124,507
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d....................			2e	0
3	Subtract line 2e from line 1...................			3	89,124,507
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	155,729
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................			4c	155,729
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	89,280,236

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
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 TO 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 U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN.

Return Reference

Explanation

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 TO 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 U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN.

Schedule D (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

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Schedule J
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

NEW ENGLAND ELECTRICAL WORKERS
BENEFITS FUND

Employer identification number

06-0860627

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) (Rev. 1-2025)

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1MICHAEL TREADWELL UNION TRUSTEE	(i) (ii)	0 ------------- 245,646	0 ------------- 0	0 ------------- 0	0 ------------- 55,293	0 ------------- 23,351	0 ------------- 324,290	0 ------------- 0
2BRIAN T MURPHY UNION TRUSTEE	(i) (ii)	0 ------------- 226,679	0 ------------- 0	0 ------------- 0	0 ------------- 52,268	0 ------------- 28,255	0 ------------- 307,202	0 ------------- 0
3MICHAEL NEALY UNION TRUSTEE	(i) (ii)	0 ------------- 162,383	0 ------------- 0	0 ------------- 0	0 ------------- 37,635	0 ------------- 23,813	0 ------------- 223,831	0 ------------- 0
4DANIEL W MCINERNEY UNION TRUSTEE	(i) (ii)	0 ------------- 141,397	0 ------------- 0	0 ------------- 0	0 ------------- 49,340	0 ------------- 27,726	0 ------------- 218,463	0 ------------- 0
5STEVEN BARRY UNION TRUSTEE	(i) (ii)	0 ------------- 113,738	0 ------------- 0	0 ------------- 55,293	0 ------------- 0	0 ------------- 0	0 ------------- 169,031	0 ------------- 0

Schedule J (Form 990) (Rev. 1-2025)

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation

Schedule J (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

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SCHEDULE O
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization

NEW ENGLAND ELECTRICAL WORKERS
BENEFITS FUND

Employer identification number

06-0860627

Return Reference	Explanation
FORM 990, PART VI, SECTION A, LINE 8B	NEW ENGLAND ELECTRICAL WORKERS BENEFITS FUND HAS NO OTHER COMMITTEES THAT ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11B	A DRAFT OF THE NEW ENGLAND ELECTRICAL WORKERS BENEFITS FUND'S FORM 990 IS PROVIDED TO THE THIRD PARTY ADMINISTRATOR AND LEGAL COUNSEL AND REVIEWED. AFTER THEIR REVIEW, A COPY IS THEN PROVIDED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW AND APPROVAL.
FORM 990, PART VI, SECTION B, LINE 12C	THE ORGANIZATION REVIEWS ITS CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS.
FORM 990, PART VI, SECTION C, LINE 19	NEW ENGLAND ELECTRICAL WORKERS BENEFITS FUND'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON AN AS REQUESTED BASIS.
FORM 990, PART XII, LINE 2C:	THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND FOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT.
FORM 990, PART V, LINE 2A:	NEW ENGLAND ELECTRICAL WORKERS BENEFIT FUND PREPARE FORMS W-2 FOR ALL PARTICIPANTS THAT RECEIVE THE TAXABLE DISABILITY AND VACATION BENEFITS UNDER THE PROVISIONS OF THE PLAN. A TOTAL OF 4,504 FORMS W-2 WERE ISSUED FOR THESE BENEFITS FOR THE CALENDAR YEAR 2024.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

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SCHEDULE R
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

NEW ENGLAND ELECTRICAL WORKERS
BENEFITS FUND

Employer identification number

06-0860627

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)CT CHAPTER NECA INC 101 CENTERPOINT DRIVE MIDDLETOWN,CT06457	TRADE ASSOCIATION	CT	501(C)(6)				No
(2)HARTFORD ELECTRICIANS JATC 208 MURPHY ROAD HARTFORD,CT06114 06-0854364	TRAINING ORGANIZATION	CT	501(C)(5)				No
(3)IBEW LOCAL UNION NO 488 721 MAIN STREET MONROE,CT06468 06-0400910	LABOR UNION	CT	501(C)(5)				No
(4)IBEW LOCAL 104 900 S MAIN STREET MANSFIELD,MA02048 04-1472124	LABOR UNION	MA	501(C)(5)				No
(5)IBEW LOCAL 223 GENERAL FUND 475 MYLES STANDISH BLVD TAUNTON,MA02780	LABOR ORGANIZATION	MA	501(C)(5)				No
(6)IBEW LOCAL 42 20 CRAFTSMAN ROAD EAST WINDSOR,CT06088 06-0856238	LABOR UNION	CT	501(C)(5)				No
(7)IBEW LOCAL 488 JATC 721 MAIN STREET MONROE,CT06468 06-0976668	TRAINING ORGANIZATION	CT	501(C)(5)				No
(8)IBEW LOCAL 7 JATC 185 INDUSTRY AVENUE SPRINGFIELD,MA01104	TRAINING ORGANIZATION	MA	501(C)(3)				No
(9)IBEW LOCAL UNION 7 185 INDUSTRY AVENUE SPRINGFIELD,MA01104 04-1282295	LABOR UNION	MA	501(C)(5)				No
(10)IBEW LU 223 JATC 475 MYLES STANDISH BLVD TAUNTON,MA02780 23-7379806	TRAINING ORGANIZATION	MA	501(C)(3)				No
(11)NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 321 RESEARCH PKWY STE 110 MERIDEN,CT06450 06-0962207	PENSION FUND	CT	401(A)/501(A)				No
(12)NORTHEASTERN JOINT APPRENTICESHIP & TRAINING 1513 BEN FRANKLIN HIGHWAY DOUGLASVILLE,PA19518 23-1693058	TRAINING ORGANIZATION	PA	501(C)(3)				No
(13)IBEW LOCAL 42 OSHE TRUST FUND 20 CRAFTSMAN ROAD EAST WINDSOR,CT06088 06-1062697	TRAINING ORGANIZATION	CT	501(C)(9)				No
(14)IBEW LOCAL 104 OSHE TRUST FUND 130 WEST STREET WALPOLE,MA02081 22-2581643	LABOR UNION	MA	501(C)(5)				No
(15)IBEW LOCAL 35 208 MURPHY ROAD HARTFORD,CT06114	LABOR UNION	CT	501(C)(5)				No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) (Rev. 1-2025)

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No
(1) A PLUS HVAC INC
(2) A&M ELECTRICAL&COMM SERVICES
(3) AM RIZZO ELECTRICAL CNTR INC
(4) AC ALSUP & BROTHERS
(5) ADVENT ENERGY SOLUTIONS LLC
(6) AGOSTINO UTILITIES
(7) AIR 2 LLC
(8) AIRFLOW360
(9) ALDON ELECTRIC INC
(10) ALDRIDGE ELECTRIC
(11) ALL ELECTRIC CONST & COMM
(12) ALL HANDS LLC
(13) ALLAN BRITEWAY ELECTRICAL INC
(14) ALLIANCE POWER GROUP LLC
(15) AMERICAN ELEC TESTING
(16) AMOS CONTRACTING LLC
(17) AMPJACK AMERICA LTD
(18) AMPP CONSTRUCTION LLC
(19) AMPS ELECTRICAL INC
(20) ANDERSON ELECTRICAL CONTR LTD
(21) ANDIS LLC
(22) ANDRITZ HYDRO
(23) ANNESE ELECTRICAL SVCS INC
(24) APPALACHIAN UTILITY SERVICES
(25) ARDEN ENGINEERING
(26) ASPLUNDH CONSTR CORP
(27) ASPLUNDH ELECTRICAL TESTING LLC
(28) ATKINS ELECTRIC CO INC
(29) ATLANTIC PLANT MAINTENANCE INC
(30) ATLANTIC POWER & LIGHT
(31) ATLANTIC POWER CONSTRUCTORS LL
(32) ATLAS PROFESSIONALS USA LLC
(33) AVO ELECTRIC LLC
(34) AZTEC ENERGY INC
(35) BACKBONE POWER SYSTEMS LLC
(36) BAILEY & BAILEY POWER DISTRIB
(37) BATTAGLIA ELECTRIC INC
(38) BELWAY ELECTRICAL CONTRACTING
(39) BH ELECTRIC LLC
(40) BLACK & MCDONALD
(41) BLACK & VEATCH CONSTRUCTION IN
(42) BLACK BOX NETWORK SERVICES
(43) BLANCHARD & DALY ELEC CONTR
(44) BLOTT UTILITY SERVICE
(45) BLUE COLLAR UTILITIES LLC
(46) BLUROC LLC
(47) BUY-IN
(48) BVCI
(49) C&D CUSTOM LLC
(50) CC POWER LLC
(51) CALIBER FIELD SERVICES INC
(52) CAMPBELL ELECTRIC INC
(53) CARR & DUFF INC
(54) CENTRAL CT CABLE COMPANY
(55) CHAMPIONS SPECIALTY SERVICES
(56) CHAPMAN CONSTRUCTION GROUP
(57) CJ DRILLING INC
(58) COLLINS ELECTRIC COMPANY INC
(59) COMM-TRACT CORP
(60) CONN CHAPTER NECA INC
(61) CONSOLIDATED ELECTRIC INC
(62) COPPER AND CABLE ELECTRIC
(63) COVIELLO ELEC & GEN CONTRACT
(64) CRAWFORD DRILLING SERVICES LLC
(65) CROSIER ELECTRIC
(66) CRUX SUBSURFACE INC
(67) CT LABOR MNGMNT COOP COMMITTEE
(68) CUSTOM ELECTRIC INC
(69) D & D POWER INC
(70) D & T POWER LLC
(71) DAGLE ELECTRICAL CONSTRUCTION
(72) DANELLA POWER SERVICES INC
(73) DANNY J HASELTON INC
(74) DELTA LINE CONSTRUCTION CO
(75) DELTA SERVICES LLC
(76) DERITER ELECTRICAL SERVICES
(77) DICIN ELECTRIC CO INC
(78) DIMAR ELECTRIC LLC
(79) DIVERGENT ALLIANCE LLC
(80) DUCCI ELECTRICAL CONTRACTORS
(81) DYNAMIC UTILITY SOLUTIONS
(82) E S BOULOS COMPANY
(83) EW AUDET & SONS INC
(84) EAST COAST ENERGY CONSULTANTS
(85) EAST COAST LINES INC
(86) EASTERN MAIN POWER SOLUTIONS
(87) EBE ELECTRIC LLC
(88) EDGAR ELECTRIC INC
(89) EG SAWYER COMPANY INC
(90) E-J ELECTRIC T&D LLC
(91) E-J ENERGY CONSTRUCTION LLC
(92) ELDOR CONTRACTING CORP
(93) ELECK & SALVATO ELECTRIC INC
(94) ELECNOR HAWKEYE LLC
(95) ELECTRICAL POWER SOLUTIONS
(96) ELECTRICAL WORKERS HEALTH ANDWELFARE FUND LOCAL 103 IBEW
(97) ELITE ELECTRICAL CONTRACTORS
(98) EMERGENT ENERGY
(99) ENERGY MAT ALLIANCE LLC
(100) EPS TECHNOLOGY INC
(101) ETC ELECTRICAL CONTRACTORS LLC
(102) EVERGREEN ELECTRIC INC
(103) EVERMORE LIGHT AND POWER INC
(104) EXCURSION LINE CONSTRUCTION
(105) FAIRFIELD ELECTRIC INC
(106) FAIRWAY ELECTRIC INC
(107) FAIRWAY ELECTRICAL CNTR INC
(108) FAITH ELECTRIC
(109) FALL RIVER ELECTRICAL ASSOC
(110) FAMILY ELECTRIC INC
(111) FARIS ELECTRIC
(112) FERNANDES ELECTRICAL SERVICES
(113) FERREIRA UTEC LLC
(114) FIBER OPTIC SPLICING & TESTING
(115) FIORA ELECTRIC LLC
(116) FISCHBACH & MOORE INC
(117) FLORY LINE CONTRUCTON
(118) FORBEARANCE POWER LINE CONSTR
(119) FORCE POWERLINE
(120) FPLC INC
(121) FRANKART POIWER LINE SERVICES
(122) FUSE ELECTRIC
(123) GARRETT POWER CONSTRUCTORS COR
(124) GASTON ELECTRIC CO INC
(125) GEOLOGIC INC
(126) GLOBAL ENERGY GROUP LLC
(127) GLOBAL WIND SERVICE US INC
(128) GMB POWERLINE SERVICES
(129) GONE GREEN ELECTRIC LLC
(130) GOOD OLE BOYS ELECTRIC
(131) GRATTAN LINE CONSTRUCTION
(132) GRID POWER LLC
(133) GRID SERVICES LLC
(134) GROVE SYSTEMS INC
(135) H SPIRIT CORP
(136) HALLMARK ELECTRICAL SYSTEMS IN
(137) HARLAN ELECTRIC CO
(138) HARRISON ELECTRICAL WORKERSTRUST FUND
(139) HARTFORD ELEC JATC
(140) HAUGLAND ENERGY GROUP LLC
(141) HAWKINS GLOVE TESTING LLC
(142) HEALTH AND WELFARE FUND IBEW 96
(143) HEART UTIL OF JACKSONVILLE INC
(144) HELISERVICE LLC
(145) HENKELS & MCCOY INC
(146) HFT INC
(147) HI VOLT LINE CONST & MAINT LLC
(148) HICKMAN & SGROI ELECTRIC INC
(149) HIGHGATE ELECTRIC INC
(150) HOOSIER EDISON LINE CO LLC
(151) HS ELECTRIC INC
(152) HUNT ELECTRICAL
(153) HYDAKER-WHEATLAKE COMPANY
(154) I B ABEL INC
(155) I-80 POWER INC
(156) IBC ELECTRIC
(157) IKE ELECTRIC INC
(158) INDYNE INC
(159) INFRA-RED BUILDING & POWER SVC
(160) INFRASOURCE CONSTRUCTION LLC
(161) INTEGRAL POWER ATLANTIC LLC
(162) INTEGRATED ELECTRICAL SYSTEMS
(163) INTEGRITY ELE INSTALL & SVCES
(164) INTREN INC
(165) IRONWOOD HEAVY HIGHWAY LLC
(166) J&M BROWN COMPANY INC
(167) J GIVOO CONSULTANTS INC
(168) J RANCK ELECTRIC INC
(169) JF ELECTRIC INC
(170) JL ALLEN CO
(171) JM ELECTRICAL CO INC
(172) JW DIDADO ELECTRIC INC
(173) JALBEAR BROTHERS INC
(174) JAMES S SULLIVAN CABLE COINC
(175) JBL ELECTRIC INC
(176) JCR CONSTRUCTION COINC
(177) JEWETT CTY DPT UTILITIES
(178) JJM POWER LLC
(179) JM ELECTRICAL SERVICES LLC
(180) K & R UTILITIES
(181) K2W UTILITIES
(182) KAB POWERLLC
(183) KENT UTILITY SERVICES
(184) KESS LINE SERVICES
(185) KING & SONS ELECTRIC INC
(186) KINSMAN ELECTRICAL SERVICES
(187) KP UTILITY GROUP LLC
(188) KRT ENTERPRISES
(189) KSR KENTUCKY STORM RESPONSE
(190) KUHARCHIK CONSTRUCTION INC
(191) LAN-TEL COMMUNICATIONS INC
(192) LAN-TEL COMMUNICATIONS INC
(193) LAPINSKI ELECTRIC INC
(194) LARKIN ENTERPRISES INC
(195) LECOM INC
(196) LIBERTY ELECTRIC LINE BUILDER
(197) LIDCO ELECTRICAL CONTR INC
(198) LINECRAFT LLC
(199) LINEWERX INC
(200) LONE STAR LINE CONSTRUCTION
(201) LVM POWER INC
(202) MJ ELECTRIC LLC
(203) ML SCHMITT INC
(204) MC POWER INC
(205) MAC POWER LLC
(206) MASS BAY ELEC
(207) MASS SIGNAL SERVICE LLC
(208) MASS ELECTRIC
(209) MASSASOIT INDUSTRIAL CORP
(210) MATRIX NORTH AMERICAN CONSTRUC
(211) MCDONALD ELECTRICAL CORP
(212) MCDONOUGH ELECTRIC
(213) MCPHEE ELECTRIC LTD
(214) MERUT CONSTRUCTION CORP
(215) METROTEK ELECTRICAL SERV CO
(216) MICHELS POWER INC
(217) MICHELS UNDERGROUND CABLE INC
(218) MIDWEST POWERLINE INC
(219) MILLER BROS DIV OF WAMPOLE-
(220) MK SHARP LLC
(221) MOHAWK ELECTRIC LLC
(222) MOLLON ELECTRICAL CO INC
(223) MORIN ELECTRIC
(224) MOULISON ELECTRIC
(225) MTV SOLUTIONS INC
(226) MURPHY ELEC& IND CONTROL LLC
(227) NATIONAL CONDUCTOR CONSTRUCTOR
(228) NATIONAL CONDUCTOR INC
(229) NATIVE SONS LTD
(230) NEAT
(231) NECAIBEW FAMILY MEDICALCARE PLAN (FMCP)
(232) NET SERVICES LLC
(233) NEW ERA TECHNOLOGIES
(234) NEW RIVER ELECTRICAL CORP
(235) NEWGEN POWER LINE CONSTRUCTION
(236) NEXGEN ELECTRIC INC
(237) NEXGEN MECHANICAL
(238) NOOTER
(239) NORTHEAST LIGHTNING PROT LLC
(240) NORTHERN CLEARING INC
(241) NORTHERN LINE CONSTRUCTION IN
(242) NORTHERN POWER LLC
(243) NORTHLAND LINE LIFE
(244) NORTHLINE UTILITIES LLC
(245) NXS POWERLINE LLC
(246) OBRIEN COMMUNICATION INC
(247) OIL FIELD ELECTRIC
(248) ONE SOURCE POWER LLC
(249) ONE TEST CORP
(250) ORION UTILITY CONTRACTORS LCC
(251) P&G POWER COMPANY
(252) PACK POWER SERVICES
(253) PATRICK WEEKS
(254) PATRIOT POWER AND EMERGENCY
(255) PAUL DINTO ELECTRICAL CONTINC
(256) PEACHES POWERLINES LLC
(257) PINE RIDGE TECHNOLOGIES INC
(258) PJS ELECTRIC INC
(259) PLATINUM POWER SOLUTIONS
(260) POTOMAC ELECTRICAL
(261) POWER & NETWORK SOLUTIONS LLC
(262) POWER PROS POWERLINE SOLUTIONS
(263) PRAXEL LINE SERVICES LLC
(264) PREMIER VOLTAGE INC
(265) PREMIUM UTILITY CONTRACTOR
(266) PRH STORM RESTORATION
(267) PRIMARY SOURCE ELECTRIC LLC
(268) PRIVATE POWER SERVICES
(269) QUALITY ELECTRICAL CONTRACTORS
(270) QUALITY LINES INC
(271) QUICK RESPONSE ELECTRICAL
(272) RAVEX SYSTEMS INC
(273) RGS COMMUNICATIONS INC
(274) RHL COMPANIES INC
(275) RIGGS DISTLER & CO INC
(276) RIGHT OF WAY SOLUTIONS
(277) RKA REPAIR LLC
(278) ROSSI ELECTRIC COMPANY INC
(279) RYAN ELECTRIC
(280) SARGENT ELECTRIC CO INC
(281) SAVAGE LINE LLC
(282) SCHWIGEN & WEST POWERLINE SVC
(283) SDM ELECTRIC INC
(284) SERVICE ELECTRIC COMPANY
(285) SEVEN UTILITY SERVICES
(286) SIEBERT AND SONS ENTERPRISE
(287) SILVERSTONE ELECTRIC COMPANY
(288) SM ELECTRIC GROUP LLC
(289) SMARTGREEN SOLAR
(290) SMG CORPORATE SERVICES
(291) SOUTHEAST ENERGY SERVICES LLC
(292) SOVEREIGN LINE GROUP LLC
(293) SPARKS COMPANY INC
(294) SPARKS UNIFIED LLC
(295) SPRINGFIELD ELECTRICAL CO INC
(296) STALKER ELECTRIC INC
(297) STATE ELECTRIC MA
(298) SULLIVAN & MCLAUGHLIN COMP INC
(299) SUPPORT OPERATIONS SERVICES
(300) SUPREME INDUSTRIES INC
(301) SYNET INC
(302) T & J ELECTRICAL CORP
(303) T&D POWER INC
(304) T&J ELECTRICAL ASSOCIATES LLC
(305) TF ELECTRIC INC
(306) TAPLINE UTILITY SERVICES LLC
(307) TEK ELECTRIX LLC
(308) TEL-POWER
(309) THAYER POWER & COMM LINE CONST
(310) THOMPSON ELECTRIC INC
(311) THREE PHASE LINE CONSTR INC
(312) THREE PHASE POWER LLC
(313) TOP LINE HANDS
(314) TRAVOLT LLC
(315) TRI-STATE DRILLING INC
(316) UNITED BETTER HOMES
(317) UNIVERSAL ELECTRIC CO INC
(318) UTILITY SERVICE NEW ENGLAND
(319) VALIANT ENERGY SERVICES LLC
(320) VALLEY STORM SERVICES CORP
(321) VECTOR ELECTRIC LLC
(322) VECTOR SERVICES
(323) VEOLIA WATER NA
(324) VERDE ELECTRIC CORP
(325) VISION UTILITIES INC
(326) VOGT ENERGY SOLUTIONS
(327) VSC ELECTRIC INC
(328) WA CHESTER LLC
(329) WS ANDERSON INC
(330) W2 ENERGY SERVICES INC
(331) WARRIOR ELECTRICAL SERVICES
(332) WATERMARK ELECTRIC CO INC
(333) WC MCBRIDE ELECTRICAL CONTR
(334) WILLEY CONSTRUCTION LLC
(335) WILLIAM ROBERTS ELECTRIC CO
(336) WINCO INC
(337) WOODMERE ELEC COMM INC
(338) XTREME POWERLINE CONSTRUCTION

Schedule R (Form 990) (Rev. 1-2025)

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved

Schedule R (Form 990) (Rev. 1-2025)

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) (Rev. 1-2025)

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: TO PROVIDE HEALTH BENEFITS AND LIFE INSURANCE TO PARTICIPANTS OF THE PLAN.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	12
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	6
5	Total number of individuals employed in calendar year 2024 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	0
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	0
9	Program service revenue (Part VIII, line 2g) .........	99,140,893	103,092,063
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	1,826,624	3,246,721
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	100,967,517	106,338,784
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	75,334,672	84,085,521
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	0	0
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	4,859,495	5,194,715
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	80,194,167	89,280,236
19	Revenue less expenses. Subtract line 18 from line 12.......	20,773,350	17,058,548
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	118,960,817	139,862,667
21	Total liabilities (Part X, line 26).............	3,670,144	3,509,971
22	Net assets or fund balances. Subtract line 21 from line 20.....	115,290,673	136,352,696

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	HEALTH AND WELFARE PAYMENTS FOR MEMBERS BENEFITS. A TOTAL OF APPROXIMATELY 5,129 PERSONS WERE PARTICIPANTS IN OR BENEFICIARIES OF THE PLAN DURING THE YEAR.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(1) MICHAEL TREADWELL...................................................................... UNION TRUSTEE	2.00 ................. 40.00	X	0	245,646	78,644
(2) BRIAN T MURPHY...................................................................... UNION TRUSTEE	2.00 ................. 40.00	X	0	226,679	80,523
(3) MICHAEL NEALY...................................................................... UNION TRUSTEE	2.00 ................. 40.00	X	0	162,383	61,448
(4) DANIEL W MCINERNEY...................................................................... UNION TRUSTEE	2.00 ................. 40.00	X	0	141,397	77,066
(5) STEVEN BARRY...................................................................... UNION TRUSTEE	2.00 ................. 40.00	X	0	169,031	0
(6) DOUGLAS NELSON...................................................................... UNION TRUSTEE (P)	2.00 ................. 40.00	X	0	145,312	0
(7) DANIEL D'ALMA...................................................................... UNION TRUSTEE	2.00 ................. 40.00	X	0	118,269	0
(8) TOM ADAMSON...................................................................... EMPLOYER TRUSTEE	2.00 ................. 40.00	X	0	0	0
(9) LAWRENCE F EAGAN...................................................................... EMPLOYER TRUSTEE	2.00 ................. 40.00	X	0	0	0
(10) MICHAEL GILCHRIST...................................................................... EMPLOYER TRUSTEE	2.00 ................. 40.00	X	0	0	0
(11) SPENCER A MARKS...................................................................... EMPLOYER TRUSTEE	2.00 ................. 40.00	X	0	0	0
(12) MICHAEL R MOCONYI...................................................................... EMPLOYER TRUSTEE	2.00 ................. 40.00	X	0	0	0
(13) JESSICA O'NEILL...................................................................... EMPLOYER TRUSTEE	2.00 ................. 40.00	X	0	0	0

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	0	1,208,717	297,681

1a	Federated campaigns..	1a
b	Membership dues..	1b
c	Fundraising events..	1c
d	Related organizations	1d
e	Government grants (contributions)	1e

f	All other contributions, gifts, grants, and similar amounts not included above	1f

g	Noncash contributions included in lines 1a - 1f:$	1g

h Total. Add lines 1a-1f.......

		Business Code
2a	EMPLOYER CONTRIBUTIONS	525100	93,085,340	93,085,340
b	PARTICIPANT CONTRIBUTIONS	525100	10,006,617	10,006,617
c	MISCELLANEOUS	900099	106	106
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		103,092,063

3 Investment income (including dividends, interest, and othersimilar amounts) ......			2,990,161			2,990,161
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	25,382,316
b	Less: cost or other basis and sales expenses	7b	25,125,756
c	Gain or (loss)	7c	256,560
d	Net gain or (loss).........			256,560			256,560
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			106,338,784	103,092,063	0	3,246,721

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......	84,085,521
5	Compensation of current officers, directors, trustees, and key employees ...........
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......
10	Payroll taxes ...........
11	Fees for services (non-employees):
a	Management ......	2,428,575
b	Legal .........	147,094
c	Accounting ...........	96,496
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	155,729
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	2,026,145
12	Advertising and promotion ....
13	Office expenses .......	269,584
14	Information technology ......
15	Royalties ..
16	Occupancy ...........	11,624
17	Travel ............
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	22,804
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..
23	Insurance ...	8,529
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	FEES MANDATED BY ACA	28,135
b
c
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	89,280,236
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........		2,437,253	1	2,092,653
2	Savings and temporary cash investments .........		31,350,621	2	46,384,942
3	Pledges and grants receivable, net ......			3
4	Accounts receivable, net .............		21,680,047	4	14,942,757
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				6
7	Notes and loans receivable, net ...........			7
8	Inventories for sale or use ............			8
9	Prepaid expenses and deferred charges ......			9	426,819
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a
b	Less: accumulated depreciation	10b		10c
11	Investments—publicly traded securities .		63,492,896	11	76,015,496
12	Investments—other securities. See Part IV, line 11 .....			12
13	Investments—program-related. See Part IV, line 11 ..			13
14	Intangible assets ...............			14
15	Other assets. See Part IV, line 11 ...........			15
16	Total assets. Add lines 1 through 15 (must equal line 33)...		118,960,817	16	139,862,667

17	Accounts payable and accrued expenses .....	3,201,503	17	2,948,386
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	468,641	25	561,585
26	Total liabilities. Add lines 17 through 25..	3,670,144	26	3,509,971

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........		27
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....	2,984,801	29	2,984,801
30	Paid-in or capital surplus, or land, building or equipment fund ...	0	30	0
31	Retained earnings, endowment, accumulated income, or other funds	112,305,872	31	133,367,895
32	Total net assets or fund balances ...........	115,290,673	32	136,352,696
33	Total liabilities and net assets/fund balances ........	118,960,817	33	139,862,667