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

OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
IBEW LOCAL 98 HEALTH & WELFARE PLAN
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) 2021
Page 2
Schedule R (Form 990) 2021
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) AARK ELECTRIC INC

 
 
     
           
(4) AARON ELECTRIC INC

 
 
     
           
(5) ACE ELECTRIC

 
 
     
           
(6) ADAMS ELECTRICAL CONSTR

 
 
     
           
(7) ADELAIDE ELECTRICAL CON

 
 
     
           
(8) ADVANCED BUILDING CONTR

 
 
     
           
(9) ADVANCED FIBER TECHNOLO

 
 
     
           
(10) AI SOLUTIONS INC

 
 
     
           
(11) AJM ELECTRIC INC

 
 
     
           
(12) ALBARELL ELECTRIC

 
 
     
           
(13) ALL SYSTEMS ELECTRIC

 
 
     
           
(14) ALLIED POWER LLC

 
 
     
           
(15) ALOHA COMMUNICATIONS CO

 
 
     
           
(16) ANMAR ELECTRICAL CONTRA

 
 
     
           
(17) APOLLO GROUP INC

 
 
     
           
(18) ARMOUR & SONS ELECTRIC

 
 
     
           
(19) ATLANTIC COAST COMMINC

 
 
     
           
(20) ATLANTIC PLANT MAINTENA

 
 
     
           
(21) ATLAS SECURITY LLC

 
 
     
           
(22) BARTLESON ELECTRIC INC

 
 
     
           
(23) BATTAGLIA ELECTIRC INC

 
 
     
           
(24) BELLES ELECTRICAL CONTR

 
 
     
           
(25) BELLES NETWORK SERVICES

 
 
     
           
(26) BENSALEM PARK MAINTENAN

 
 
     
           
(27) BILLITIER ELECTRIC INC

 
 
     
           
(28) BLACK BOX NETWORK SERVI

 
 
     
           
(29) BLUESTONE COMMUNICATION

 
 
     
           
(30) BOWE AND GANT ELECTRICA

 
 
     
           
(31) BRADLEY-SCIOCCHETTI IN

 
 
     
           
(32) BRIGHT LIGHTS ELECTRICA

 
 
     
           
(33) BURLINGTON ELECTRICAL T

 
 
     
           
(34) CAD ELECTRIC INC

 
 
     
           
(35) CAHILL CONTROLS INC

 
 
     
           
(36) CARR & DUFF INC

 
 
     
           
(37) CARR AND DUFF INC

 
 
     
           
(38) CASCIO ELECTRIC INC

 
 
     
           
(39) CHARLES H MACDONALD ELE

 
 
     
           
(40) CITY SIGN SERVICE INC

 
 
     
           
(41) CLEAR CHANNEL OUTDOOR I

 
 
     
           
(42) CLIMATE PROS LLC

 
 
     
           
(43) COASTAL COMM (PW)

 
 
     
           
(44) COBRA ELECTRIC

 
 
     
           
(45) COMMERCIAL LINE AND ELE

 
 
     
           
(46) COMPASS SIGN CO LLC

 
 
     
           
(47) CONLEY ELECTRICAL LLC

 
 
     
           
(48) CONSTANT CONTROLS AND E

 
 
     
           
(49) CURRENT ELECTRICAL SOLU

 
 
     
           
(50) CURRENTMASTER ELECTRIC

 
 
     
           
(51) DC ELECTRIC INC

 
 
     
           
(52) DELTA LINE CONSTRUCTION

 
 
     
           
(53) DEVON ELECTRIC INC

 
 
     
           
(54) DNARPO ELECTRIC

 
 
     
           
(55) DONALD A PUSEY INC

 
 
     
           
(56) DOUGHERTY ELECTRIC INC

 
 
     
           
(57) DURIAN ELECTRIC LLC

 
 
     
           
(58) EJ ELECTRIC INC

 
 
     
           
(59) EAGLE ELECTRICAL GROUP

 
 
     
           
(60) EAGLE I ELECTRIC INC

 
 
     
           
(61) EAST GOSHEN ELECTRICAL

 
 
     
           
(62) EASTERN SIGN TECH

 
 
     
           
(63) EDWIN L HEIM COMPANY

 
 
     
           
(64) EIGHT DISTRICT ELECTRIC

 
 
     
           
(65) EIGHTH DISTRICT ELECTRI

 
 
     
           
(66) ELECTRACOM INC

 
 
     
           
(67) ELLIOTT LEWIS

 
 
     
           
(68) EMMS ELECTRIC

 
 
     
           
(69) ENTERPRISE CABLE GROUP

 
 
     
           
(70) FIBER PRO DBA D&W TECHN

 
 
     
           
(71) FISHER ELECTRIC

 
 
     
           
(72) FJM ELECTRICAL CONSTRUC

 
 
     
           
(73) FLEMINGTON INSTRUMENT C

 
 
     
           
(74) FORD BROTHERS ELECTRICI

 
 
     
           
(75) FOX CHASE ELECTRICAL IN

 
 
     
           
(76) FREESTATE BALTIMORE LLC

 
 
     
           
(77) GENERAL CONTROLS INC

 
 
     
           
(78) GLOBAL ELECTRICAL SERVI

 
 
     
           
(79) GLOBAL SPECTRUM-CITIZEN

 
 
     
           
(80) GNG ELECTRICAL CONTRACT

 
 
     
           
(81) GOLDHORN ELECTRICAL CO

 
 
     
           
(82) GOLDSMITH ASSOCIATES

 
 
     
           
(83) GONZALEZ DISANDRO INC

 
 
     
           
(84) GORDON GROUP-CONSTRUCTI

 
 
     
           
(85) GRABOYES LLC

 
 
     
           
(86) GREENTECH ENERGY SERVIC

 
 
     
           
(87) GT SECURITY SYSTEMS

 
 
     
           
(88) H&S CONTROLS LLC

 
 
     
           
(89) HB FRAZER CO

 
 
     
           
(90) HATZEL & BUEHLER INC

 
 
     
           
(91) HENKELS & MCCOY

 
 
     
           
(92) HIRNEISEN ELECT INC

 
 
     
           
(93) HOBBS AND CO INC

 
 
     
           
(94) HYDE ELECTRIC CORPORATI

 
 
     
           
(95) I B ABEL INC

 
 
     
           
(96) ICON IDENTITY SOLUTIONS

 
 
     
           
(97) IJB ELECTRICAL CONTRACT

 
 
     
           
(98) INDEPENDENCE ELECTRIC I

 
 
     
           
(99) INFRASOURCE CONSTRUCTIO

 
 
     
           
(100) INTEGRITY ELECTRICAL SE

 
 
     
           
(101) ION ELECTRICAL CONTRACT

 
 
     
           
(102) J J WHITE INC

 
 
     
           
(103) JW CARRIGAN LLC

 
 
     
           
(104) JACK COHEN & CO INC

 
 
     
           
(105) JCI SERVICES INC

 
 
     
           
(106) JEFFREY M LONG ELECTRIC

 
 
     
           
(107) JJD ELECTRIC LLC

 
 
     
           
(108) JOULE ELECTRIC INC

 
 
     
           
(109) JT ELECTRICAL LLC

 
 
     
           
(110) JUDGE ELECTRICAL INC

 
 
     
           
(111) KAHMAR ELECTRIC INC

 
 
     
           
(112) KANE COMMUNICATIONS

 
 
     
           
(113) KAPP ELECTRICAL

 
 
     
           
(114) KE ELECTRIC LLC

 
 
     
           
(115) KOLA ELECTRIC

 
 
     
           
(116) KWASIGROCH ELECTRIC IN

 
 
     
           
(117) LANCONNECT INC

 
 
     
           
(118) LARRY C MCCRAE INC - CN

 
 
     
           
(119) LCN PARTNERS

 
 
     
           
(120) LEE-WAY ELECTRIC LLC

 
 
     
           
(121) LEX ELECTRIC COMPANY IN

 
 
     
           
(122) LIBERTY INTEGRATED ELEC

 
 
     
           
(123) LIBERTY INTEGRATED SOLU

 
 
     
           
(124) LINCOLN WAY ELECTRIC IN

 
 
     
           
(125) LINECOMINC

 
 
     
           
(126) L-M SERVICE CO INC

 
 
     
           
(127) LYNDEE CORP

 
 
     
           
(128) M GITLIN CO INC

 
 
     
           
(129) M J KELLY ELECTRIC IN

 
 
     
           
(130) MJ ELECTRIC LLC

 
 
     
           
(131) MADDEN ELECTRIC ASSOC I

 
 
     
           
(132) MARANO ELECTRIC INC

 
 
     
           
(133) MATRIX INC

 
 
     
           
(134) MATRIX NAC

 
 
     
           
(135) MCCRAEGORDON GRP-A JOI

 
 
     
           
(136) MCGOLDRICK ELECTRIC INC

 
 
     
           
(137) METRO ELECTRIC

 
 
     
           
(138) MILLER BROS

 
 
     
           
(139) MILLIGAN GROUP

 
 
     
           
(140) MJF ELECTRICAL CONTRACT

 
 
     
           
(141) MONTEMURO ELEC CONSTR

 
 
     
           
(142) MULHERN ELECTRIC COMPAN

 
 
     
           
(143) NEW ENGLAND ELEC WORKER

 
 
     
           
(144) NEW LIGHT ELECT INC

 
 
     
           
(145) NEXTGEN ELECTRIC & COMM

 
 
     
           
(146) NUCERO ELEC CONSTRUCTIO

 
 
     
           
(147) OMNI ELECTRICAL SYSTEMS

 
 
     
           
(148) OMNI INSTRUMENTATION &

 
 
     
           
(149) ORLANDO DIEFENDERFER IN

 
 
     
           
(150) PAGODA ELECTRICAL INC

 
 
     
           
(151) PALMAN ELECTRIC INC

 
 
     
           
(152) PAR 4 ELECTRICAL SERVIC

 
 
     
           
(153) PARAMOUNT ELECTRICAL SE

 
 
     
           
(154) PECA ELECTRIC CORPORATI

 
 
     
           
(155) PETER D FURNESS ELECTR

 
 
     
           
(156) PHILADELPHIA EAGLES LLC

 
 
     
           
(157) PHILADELPHIA SIGN CO

 
 
     
           
(158) PHILLY ELECTRICAL SERVI

 
 
     
           
(159) PINNACLE CONTROLS SYSTE

 
 
     
           
(160) PINNACLE ELECTRICAL CON

 
 
     
           
(161) PRECISION ELECTRICAL CO

 
 
     
           
(162) PRECISION MECHANICAL CO

 
 
     
           
(163) PRINGLE ELECTRIC

 
 
     
           
(164) PT MECHANICAL GROUP LLC

 
 
     
           
(165) R & A ELECTRIC

 
 
     
           
(166) R PALMIERI ELECTRICAL

 
 
     
           
(167) RAFF ELECTRIC INC

 
 
     
           
(168) RCR ELECTRICAL CONTRACT

 
 
     
           
(169) RIGGS DISTLER CO INC

 
 
     
           
(170) RILEY ELECTRIC INC

 
 
     
           
(171) RTM ELECTRICAL CONTRACT

 
 
     
           
(172) RUE ELECTRIC INC

 
 
     
           
(173) SJTHOMAS COMPANYINC

 
 
     
           
(174) SAFE ROUTE ELECTRIC INC

 
 
     
           
(175) SALP (SPECTRUM)

 
 
     
           
(176) SCALFO ELECTRIC INC

 
 
     
           
(177) SHELLY ELECTRIC CO

 
 
     
           
(178) SHORELINE ELECTRIC INC

 
 
     
           
(179) SIGNORA ELEC CO

 
 
     
           
(180) SILAS BOLEF CO

 
 
     
           
(181) STRADDICK ELECTRIC SYST

 
 
     
           
(182) SUNLIGHT ELECTRICAL CON

 
 
     
           
(183) TJ SIGN SERVICE & LIG

 
 
     
           
(184) TAGGART & SONS ELECTRIC

 
 
     
           
(185) TANGENT CABLE SYSINC

 
 
     
           
(186) TEL-DAT COMMUNICATIONS

 
 
     
           
(187) THE WILLIAMS GROUP ELEC

 
 
     
           
(188) TNL ELECTRIC LLC

 
 
     
           
(189) TOWNES MECHANICAL CONTR

 
 
     
           
(190) TRAVIS INC

 
 
     
           
(191) TRI-CITY ELECTRICAL LLC

 
 
     
           
(192) TRICOMM SERVICES CORPOR

 
 
     
           
(193) TWO M ELECTRIC INC

 
 
     
           
(194) ULTRA-LUM ENTERPRISES I

 
 
     
           
(195) UNION ELECTRIC CONTRACT

 
 
     
           
(196) UNITY ELECTRIC LLC

 
 
     
           
(197) VALIANT ENERGY SERVICE

 
 
     
           
(198) VANALT ELEC CONSTRUCTI

 
 
     
           
(199) VANALT ELECTRICAL CONST

 
 
     
           
(200) VASOLI ELECTRIC CO INC

 
 
     
           
(201) VISION ELECTRICAL CONTR

 
 
     
           
(202) WEST SIDE ELECTRIC HA

 
 
     
           
(203) WHITEMARSH ELECTRIC INC

 
 
     
           
(204) WILLIAM A J SHAEFFERS S

 
 
     
           
(205) WILLIAMS GRP ELECTCONT

 
 
     
           
(206) WILLIAMS INDUSTRIAL SER

 
 
     
           
(207) WIND GAP ELECTRIC INC

 
 
     
           
(208) WM A J SHAEFFER'S SON

 
 
     
           
(209) WM H CLINGER CORP

 
 
     
           
Schedule R (Form 990) 2021
Page 3
Schedule R (Form 990) 2021
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
Yes
 
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 98

P 70,370 FMV





Schedule R (Form 990) 2021
Page 4
Schedule R (Form 990) 2021
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) 2021
Page 5
Schedule R (Form 990) 2021
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) 2021

Additional Data


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