2023-11-08T20:37:36-06:00 2022-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE STE 1200W BETHESDA MD 20814 990 2022-01-01 526909050 SHEET METAL WORKERS' INTL ASSN STAFF RETIREE HEALTH FUND SHEE 2027835880 1750 NEW YORK AVENUE NW 600 WASHINGTON DC 20006 WARREN MAY CONTROLLER 2027835880 2023-11-08 1 WARREN MAY XXX-XX-XXXX 1 KRISTIN A JACQUELIN CPA P01325865 2023319880 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WARREN MAY 1750 NEW YORK AVENUE NW WASHINGTON DC 20006 8736921 0 X N/A X 1997 DC TO PROVIDE POST RETIREMENT HEALTH CARE BENEFITS FOR THE STAFF MEMBERS AND OFFICERS OF THE SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS UNION. 2 0 0 0 0 0 0 0 1202303 1234457 5212939 1466158 108999 220816 6524241 2921431 0 0 1199898 1194751 0 0 0 0 0 92310 109226 1292208 1303977 5232033 1617454 47361940 42722607 114802 121666 47247138 42600941 TO PROVIDE POST RETIREMENT HEALTH CARE BENEFITS FOR THE STAFF MEMBERS AND OFFICERS OF THE SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS UNION. 0 0 THE PLAN PROVIDES POST RETIREMENT HEALTH CARE BENEFITS FOR THE STAFF MEMBERS AND OFFICERS OF THE SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS UNION. 0 0 0 0 0 0 0 0 0 0 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 0 0 0 0 0 0 0 0 0 0 0 X 2 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X WARREN MAY 2027835880 1750 NEW YORK AVE NW WASHINGTON DC 20006 JOSEPH SELLERS JR TRUSTEE 1.00 40.00 X 0 487128 49148 JOSEPH POWELL TRUSTEE 1.00 40.00 X 0 429522 48247 0 916650 97395 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 525100 1000000 1000000 WORKING ASSESSMENTS 525100 234457 234457 1234457 729502 729502 6552146 5815490 736656 736656 736656 OTHER INCOME 525100 220816 220816 220816 2921431 1455273 0 1466158 1194751 4476 10000 84781 3511 MISCELLANEOUS 6458 1303977 3497618 3844471 863051 781063 15380 45083 94534 3390 42891357 38048600 47361940 42722607 1147 8011 113655 113655 114802 121666 X 0 0 0 0 47247138 42600941 47247138 42600941 47361940 42722607 1617454 -6263651 0 X X 0 1 X 1 0 0 MUTUAL FUNDS 23295211 F LIMITED PARTNERSHIPS 14753389 F 38048600 DUE TO SHEET METAL 113655 113655 X -3427001 -6263651 -6263651 2836650 84781 84781 2921431 1219196 0 1219196 84781 84781 1303977 PART X, LINE 2: THE PLAN ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBED A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE PLAN PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2022, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2019 THROUGH 2021 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE PLAN FILES RETURNS. 0 0 0 JOSEPH SELLERS JR TRUSTEE 0 384013 0 0 0 103115 0 24212 0 24936 0 536276 0 0 JOSEPH POWELL TRUSTEE 0 326407 0 0 0 103115 0 23311 0 24936 0 477769 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE RETURN WAS REVIEWED BY THE ORGANIZATION PRIOR TO SIGNING AND FILING. FORM 990, PART VI, SECTION C, LINE 18 THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED. INT'L ASSOC OF SHEET METAL AIR RAIL & TRANS WORKERS 1750 NEW YORK AVENUE NW WASHINGTON DC 20006 464039786 LABOR UNION DC 501(C)(5) 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1