SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
IBEW LOCAL 98 HEALTH & WELFARE FUND
BOARD OF
Employer identification number

23-2082042
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?
Yes No
(1)IBEW LOCAL UNION 98 PENSION PLAN
1719 SPRING GARDEN STREET

PHILADELPHIA,PA19130
23-1990722
PENSION PLAN PA 401(A)/501(A)    
 
No
(2)IBEW LOCAL UNION 98 PROFIT SHARING PLAN
1719 SPRING GARDEN STREET

PHILADELPHIA,PA19130
23-2289872
PENSION PLAN PA 401(A)/501(A)    
 
No
(3)IBEW LOCAL UNION 98 SOUND AND COMMUNICATIONS WORKERS HEALTH AND WELFARE FUN
1719 SPRING GARDEN STREET

PHILADELPHIA,PA19130
23-2959495
HEALTH & WELFARE BENEFIT FUND PA 501(C)(9)    
 
No
(4)APPRENTICE TRAINING FUND FOR THE ELECTRICAL INDUSTRY
1719 SPRING GARDEN STREET

PHILADELPHIA,PA19130
23-1308075
EDUCATION AND TRAINING FUND PA 501(C)(5)    
 
No
(5)IBEW LOCAL UNION 98
1719 SPRING GARDEN STREET

PHILADELPHIA,PA19130
23-0724610
LABOR UNION PA 501(C)(5)    
 
No
(6)PENN DEL JERSEY CHAPTER NECA
2003 RENAISSANCE BLVD

KING OF PRUSSIA,PA19406
23-1279973
EMPLOYER ASSOCIATION PA 501(C)(6)    
 
No


For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2015
Page 2
Schedule R (Form 990) 2015
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



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(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


Yes No Yes No












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?
Yes No
(1) A & B ELECTRICAL

 
 
     
           
(2) A&S ELECTRIC INC

 
 
     
           
(3) AC SCOTT ELECTRIC COMPANY

 
 
     
           
(4) ABSOLUTE ELECTRICAL CONTRACTING INC

 
 
     
           
(5) ADAMS ELECTRICAL CONSTRUCTION INC

 
 
     
           
(6) AJM ELECTRIC INC

 
 
     
           
(7) ALBARELL ELECTRIC

 
 
     
           
(8) ALL SYSTEMS ELECTRIC

 
 
     
           
(9) ALLAN BRITEWAYTURNERCHOP

 
 
     
           
(10) ALTEC BUILDING SYSTEMS CORP

 
 
     
           
(11) ANMAR ELECTRICAL CONTRACTOR INC

 
 
     
           
(12) ARMOUR & SONS ELECTRICINC

 
 
     
           
(13) ARROW ELECTRIC SERVICES INC

 
 
     
           
(14) ATLANTIC COAST COMMINC(T)

 
 
     
           
(15) ATLAS SECURITY LLC

 
 
     
           
(16) BARTLESON ELECTRIC INC

 
 
     
           
(17) BATTAGLIA ELECTIRC INC

 
 
     
           
(18) BEACH ELECTRIC CO - VANALT JOINT VENTURE

 
 
     
           
(19) BELLES ELECTRICAL CONTRACTORS

 
 
     
           
(20) BENSALEM PARK MAINTENANCE LTD

 
 
     
           
(21) BILLITIER ELECTRIC INC

 
 
     
           
(22) BLACKBOX NETWORK SERVICE

 
 
     
           
(23) BLUESTONE COMMUNICATION INC

 
 
     
           
(24) BRADLEY-SCIOCCHETTI INC

 
 
     
           
(25) BRIGHT LIGHTS ELECTRICAL CONTRACTORS LLC

 
 
     
           
(26) BROLLEY ELECTRICAL INC

 
 
     
           
(27) BROWNE ELECTRICAL SERVICE CO

 
 
     
           
(28) BRUCE & MERRILEES ELEC CO

 
 
     
           
(29) BUILDING CONTROL SYSTEMS & SERVICES INC

 
 
     
           
(30) BUILDING CONTROLS INC

 
 
     
           
(31) BURLINGTON ELECTRICAL TESTING CO INC

 
 
     
           
(32) C & R COMMUNICATIONS

 
 
     
           
(33) CAD ELECTRIC INC

 
 
     
           
(34) CAHILL CONTROLS INC

 
 
     
           
(35) CARR AND DUFF INC

 
 
     
           
(36) CASCIO ELECTRIC INC

 
 
     
           
(37) CHARLES H MACDONALD ELECTRIC

 
 
     
           
(38) CITY SIGN SERVICE INC

 
 
     
           
(39) COASTAL COMM (PW)

 
 
     
           
(40) COBRA ELECTRIC

 
 
     
           
(41) COMMERCIAL LINE AND ELECTRIC INC

 
 
     
           
(42) CONLEY ELECTRICAL LLC

 
 
     
           
(43) COOLIDGE ELECTRIC LLC

 
 
     
           
(44) CURRENT ELECTRICAL SOLUTIONS INC

 
 
     
           
(45) D & N ELECTRIC COMPANY

 
 
     
           
(46) DC ELECTRIC INC

 
 
     
           
(47) DELTA LINE CONSTRUCTION CO

 
 
     
           
(48) DEVON ELECTRIC INC

 
 
     
           
(49) DIEHL ELECTRIC INC

 
 
     
           
(50) DNARPO ELECTRIC

 
 
     
           
(51) DONALD PUSEYINC

 
 
     
           
(52) DOUGHERTY ELECTRIC INC

 
 
     
           
(53) DURIAN ELECTRIC LLC

 
 
     
           
(54) EJ ELECTRIC INC

 
 
     
           
(55) EAGLE I ELECTRIC INC

 
 
     
           
(56) EIGHTH DISTRICT ELECTRICAL

 
 
     
           
(57) ELECTRACOM INC

 
 
     
           
(58) ELEY ELECTRICAL CONTRACTORS LLC

 
 
     
           
(59) ELLIOTT-LEWIS CORP

 
 
     
           
(60) EMMS ELECTRIC

 
 
     
           
(61) FIBER PRO DBA D&W TECHNOLOGIES

 
 
     
           
(62) FISHER ELECTRIC

 
 
     
           
(63) FJM ELECTRICAL CONSTRUCTION LLC

 
 
     
           
(64) FLEMINGTON INSTRUMENT COMPANY INC

 
 
     
           
(65) FLUIDICS INC

 
 
     
           
(66) FORD BROTHERS ELECTRICINC

 
 
     
           
(67) FOX CHASE ELECTRICAL INC

 
 
     
           
(68) GENERAL CONTROLS INC

 
 
     
           
(69) GLOBAL SPECTRUM-CITIZENS BANK

 
 
     
           
(70) GM ELECTRIC INC

 
 
     
           
(71) GOLDHORN ELECTRICAL CO

 
 
     
           
(72) GOLDSMITH ASSOCIATES INC

 
 
     
           
(73) GONZALEZ DISANDRO INC

 
 
     
           
(74) GORDON GROUP

 
 
     
           
(75) GREENTECH ENERGY SERVICESINC

 
 
     
           
(76) HB FRAZER COMPANY - PA

 
 
     
           
(77) HARRISON ELECTRIC

 
 
     
           
(78) HATZEL AND BUEHLER INC

 
 
     
           
(79) HENKELS & MCCOY

 
 
     
           
(80) HIGH VOLTAGE MAINTENANCE

 
 
     
           
(81) HOLLAND POWER AND LIGHTLLC

 
 
     
           
(82) HUEN ELECTRIC NEW JERSEY INC

 
 
     
           
(83) HYDE ELECTRIC CORPORATION

 
 
     
           
(84) I B ABEL INC

 
 
     
           
(85) INDEPENDENCE ELECTRIC INC

 
 
     
           
(86) INDEPENDENT WIRING CO

 
 
     
           
(87) INSTRUMENT SCIENCES & TECHNOLOGIES INC

 
 
     
           
(88) J & J ELECTRIC INC (JURKOFSKY

 
 
     
           
(89) J J WHITE INC

 
 
     
           
(90) J P RAINEY & CO INC

 
 
     
           
(91) JW CARRIGAN LLC

 
 
     
           
(92) JACK COHEN & CO INC

 
 
     
           
(93) JOULE ELECTRIC INC

 
 
     
           
(94) JUDGE ELECTRICAL INC

 
 
     
           
(95) KAHMAR ELECTRIC INC

 
 
     
           
(96) KD ELECTRICAL

 
 
     
           
(97) KOLA ELECTRIC

 
 
     
           
(98) KWASIGROCH ELECTRIC INC

 
 
     
           
(99) LANCONNECT INC

 
 
     
           
(100) LANMARK ELECTRIC INC

 
 
     
           
(101) LARRY C MCCRAE INC

 
 
     
           
(102) LEX ELECTRIC COMPANY INC

 
 
     
           
(103) LIBERTY INTEGRATED ELECT SOL

 
 
     
           
(104) LINCOLN WAY ELECTRIC INC

 
 
     
           
(105) LINECOMINC

 
 
     
           
(106) L-M SERVICE CO INC

 
 
     
           
(107) LMI ELECTRIC INC

 
 
     
           
(108) LYNDEE CORP

 
 
     
           
(109) M C CONTROLS INC

 
 
     
           
(110) M GITLIN CO INC

 
 
     
           
(111) MADDEN ELECTRIC ASSOC INC

 
 
     
           
(112) MARANO ELECTRIC INC

 
 
     
           
(113) MATRIX INC

 
 
     
           
(114) MBR CONSTRUCTION SERVICES INC

 
 
     
           
(115) MCCRAE

 
 
     
           
(116) MCGOLDRICK ELECTRIC INC

 
 
     
           
(117) MERCEDES INC

 
 
     
           
(118) METRO ELECTRIC

 
 
     
           
(119) MILLER BROS

 
 
     
           
(120) MIRARCHI BROTHERS INC

 
 
     
           
(121) MJF ELECTRICAL CONTRACTING

 
 
     
           
(122) MJK ELECTRICAL CORPORATION

 
 
     
           
(123) MONTEMURO ELEC CONSTR INC

 
 
     
           
(124) MULHERN ELECTRIC COMPANY

 
 
     
           
(125) NEW LIGHT ELECT INC

 
 
     
           
(126) NOOTER CONSTRUCTION

 
 
     
           
(127) NUCERO ELEC CONSTRUCTION INC

 
 
     
           
(128) ORLANDO DIEFENDERFER INC

 
 
     
           
(129) PAGODA ELECTRICALINC

 
 
     
           
(130) PALMAN ELECTRIC INC

 
 
     
           
(131) PAR 4 ELECTRICAL SERVICE CO

 
 
     
           
(132) PARAMOUNT ELECTRICAL SERVICES

 
 
     
           
(133) PHILADELPHIA BUILDING TRADES

 
 
     
           
(134) PHILADELPHIA EAGLES LLC

 
 
     
           
(135) PHILADELPHIA HOUSING AUTHORIT

 
 
     
           
(136) PHILLIPS ENTERPRISE

 
 
     
           
(137) PHILLY ELECTRICAL SERVICES LLC

 
 
     
           
(138) PINNACLE CONTROLS SYSTEMS

 
 
     
           
(139) PINNACLE ELECTRICAL CONSTRUCTION LLC

 
 
     
           
(140) PRECISION ELEC CONTR INC

 
 
     
           
(141) PRINGLE ELECTRIC

 
 
     
           
(142) R & A ELECTRIC

 
 
     
           
(143) R PALMIERI ELECTRICAL

 
 
     
           
(144) RJT ELECTRIC INC

 
 
     
           
(145) RAFF ELECTRIC INC

 
 
     
           
(146) RAY ANGELINI INC

 
 
     
           
(147) RCR ELECTRICAL CONTRACTORS INC

 
 
     
           
(148) RIGGS-DISTLER & CO INC

 
 
     
           
(149) ROBERT FORD ELECTRIC

 
 
     
           
(150) RTM ELECTRICAL CONTRACTORS

 
 
     
           
(151) RUE ELECTRIC INC

 
 
     
           
(152) SJ THOMAS ELECTRIC

 
 
     
           
(153) SJTHOMAS COMPANYINC

 
 
     
           
(154) SALP (SPECTRUM)

 
 
     
           
(155) SARGENT ELECTRIC COMPANY

 
 
     
           
(156) SCARPONI ELECTRIC

 
 
     
           
(157) SCHLEIG ELECTRIC INC

 
 
     
           
(158) SCOTT TESTING INC

 
 
     
           
(159) SHELBY MECHANICAL INC

 
 
     
           
(160) SHELLY ELECTRIC CO

 
 
     
           
(161) SHORELINE ELECTRIC INC

 
 
     
           
(162) SIEMENS GENERATION SERVICES CO

 
 
     
           
(163) SIGNORA ELEC CO

 
 
     
           
(164) SILAS BOLEF CO

 
 
     
           
(165) SMITH & SONS ELECTRIC LLC

 
 
     
           
(166) STADIUM ELECTRIC INC

 
 
     
           
(167) STARKO ELECTRIC SERVICES INC

 
 
     
           
(168) STRADDICK ELECTRIC SYSTEMS INC

 
 
     
           
(169) SUNLIGHT ELECTRICAL CONTRACTING CO INC

 
 
     
           
(170) TANGENT CABLE SYSINC (T)

 
 
     
           
(171) TECH ELECTRIC

 
 
     
           
(172) TEL-DAT COMMUNICATIONS

 
 
     
           
(173) TEMPERATURE CONTROLS INC

 
 
     
           
(174) TOWNES MECHANICAL CONTRACTORS

 
 
     
           
(175) TRAVISINC

 
 
     
           
(176) TRICOMM SERVICES CORP

 
 
     
           
(177) TWO M ELECTRIC INC

 
 
     
           
(178) ULTRA-LUM ENTERPRISES INC

 
 
     
           
(179) UNION ELECTRIC CONTRACTING CO

 
 
     
           
(180) UNITY ELECTRIC LLC

 
 
     
           
(181) VANALT ELEC CONSTRUCTION INC

 
 
     
           
(182) VASOLI ELECTRIC CO

 
 
     
           
(183) VEC INC

 
 
     
           
(184) VISION ELECTRICAL CONTRACTORS LLC

 
 
     
           
(185) VTV ELECTRIC

 
 
     
           
(186) WILLIAM A J SHAEFFERS SONS INC

 
 
     
           
(187) WILLIAM H CLINGER CORP

 
 
     
           
(188) WILLIAMS GRP ELECTCONT LLC

 
 
     
           
(189) YORK RIVER ELECTRIC

 
 
     
           
Schedule R (Form 990) 2015
Page 3
Schedule R (Form 990) 2015
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
No
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 .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
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
(1) IBEW LOCAL UNION 98 PENSION PLAN

S 2,150,143 FMV





Schedule R (Form 990) 2015
Page 4
Schedule R (Form 990) 2015
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)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(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


Yes No Yes No Yes No






























Schedule R (Form 990) 2015
Page 5
Schedule R (Form 990) 2015
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) 2015

Additional Data


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