2023-11-15T10:41:58-05:00 2022-12-31 382284921 BENDA GRACE STULZ & COMPANY PC 38800 VAN DYKE AVE STE 100 STERLING HEIGHTS MI 48312 990 2022-01-01 383377279 FLINT AREA SHEET METAL WORKERS 7-4 HEALTH CARE FUND FLIN 2488139800 700 TOWER DRIVE SUITE 300 RM 300 TROY MI 48098 MATT CRAMER CHAIRMAN 2488139800 2023-10-10 MATT CRAMER 999009999 false BRYAN STULZ P00265596 5868836240 2023-11-15 2022 2023-04-26 12:10:37Z MATT CRAMER 3681090 false X X 1997 MI THE TRUST FUND IS CREATED, ESTABLISHED AND MAINTAINED FOR THE PURPOSE OF PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE PLAN PARTICIPANTS AND THEIR DEPENDENTS AND, OR BENEFICIARIES IN ACCORDANCE WITH THE RULES AND REGULATIONS ADOPTED BY THE FUND AND ITS TRUSTEES. 10 1 0 0 0 3798056 3672284 1576 8806 0 3799632 3681090 0 3086410 3119777 0 0 0 455985 478018 3542395 3597795 257237 83295 5031304 4817572 1723510 1591637 3307794 3225935 X THE TRUST FUND IS CREATED, ESTABLISHED AND MAINTAINED FOR THE PURPOSE OF PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE PLAN PARTICIPANTS AND THEIR DEPENDENTS AND, OR BENEFICIARIES IN ACCORDANCE WITH THE RULES AND REGULATIONS ADOPTED BY THE FUND AND ITS TRUSTEES. false false BENEFITS PAID TO OR FOR MEMBERS DURING THE YEAR FOR HEALTH, DENTAL, VISION, PRESCRIPTION, AND OTHER HEALTH CARE COSTS, INCLUDING PREMIUMS PAID TO INSURANCE CARRIERS FOR APPLICABLE POLICIES. false false false false false false false false false true false false true true false true false false false false false false false false false false false false false false false false false false false false false false false false true false false true 8 0 0 false false false false false false false false X 10 1 true false false false false true false true true false false false false false false false false false X BENESYS INC 2488139800 700 TOWER DRIVE SUITE 300 TROY MI 48098 X LARRY KINZIE SECRETARY 1.00 40.00 X 0 55033 29160 STEVE BATOR TRUSTEE 1.00 40.00 X 487 0 0 BART CARRIGAN TRUSTEE 1.00 40.00 X 0 0 0 MATT CRAMER CHAIRMAN 1.00 40.00 X 0 0 0 CLARENCE GEROU TRUSTEE 1.00 40.00 X 0 0 0 SHAD HALL TRUSTEE 1.00 4.00 X 0 0 0 DAVE HENDERSHOT TRUSTEE 1.00 40.00 X 0 0 0 RICHARD CRAMER SR FORMER CHAIR 1.00 40.00 X 0 0 0 THOMAS WINDLE TRUSTEE 1.00 40.00 X 0 0 0 JEFFREY ZEEK TRUSTEE 1.00 40.00 X 0 0 0 487 55033 29160 false false false BLUE CROSS BLUE SHEILD OF MICHIGAN 27000 WEST 11 MILE ROAD B494 SOUTHFIELD MI 48034 HEALTH ADMIN. 244099 1 EMPLOYER CONTRIBUTIONS 230000 3012338 3012338 MEMBER SELF-PAYMENTS 230000 545642 545642 EMPLOYER CONTR TO 401(H) 230000 114304 114304 3672284 8806 8806 3681090 3672284 8806 3119777 333942 25290 23421 518 57196 25006 906 10103 LOST WAGES & FRINGE BEN 981 MEMBERSHIP DUES 655 3597795 0 0 0 2418862 1313844 233716 249186 43676 38171 4698 4698 915015 2335050 2301356 5031304 4817572 176510 108637 1547000 1483000 1723510 1591637 X 3307794 3225935 3307794 3225935 5031304 4817572 83295 -165672 518 X false true X true false 4698 4698 NET ASSETS HELD IN RESTRICTED 401(H) 2301356 2301356 ACCUMULATED ELIGIBILITY CREDITS 1409000 CLAIMS INCURRED BUT NOT REPORTED 74000 1483000 3515419 -165671 -165671 3681090 3681090 3597795 3597795 3597795 FORM 990 - ORGANIZATION'S MISSION THE TRUST FUND IS CREATED, ESTABLISHED AND MAINTAINED FOR THE PURPOSE OF PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE PLAN PARTICIPANTS AND THEIR DEPENDENTS AND, OR BENEFICIARIES IN ACCORDANCE WITH THE RULES AND REGULATIONS ADOPTED BY THE FUND AND ITS TRUSTEES. FORM 990, PART VI LINE 2 - FAMILY RELATIONSHIP OR BUSINESS RELATIONSHIP - THE RELATIONSHIP BETWEEN THE TRUSTEES OF THE FUND IS A "BUSINESS RELATIONSHIP". THE FUND IS ESTABLISHED AND MAINTAINED PURSANT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED. THE FUND, AS A TAFT HARTLEY TRUST FUND, IS ADMINISTERED BY A BOARD OF TRUSTEES WHICH IS COMPOSED OF AN EQUAL NUMBER OF UNION AND EMPLOYER REPRESENTATIVES. BECAUSE OF THIS ORGAINZATIONAL REQUIREMENT, THERE IS A "BUSINESS REALTIONSHIP" BETWEEN THE TRUSTEES. LINE 12 - ANNUALLY, EACH TRUSTEE MUST ANSWER THE FIDUCIARY LIABILITY INSURANCE RENEWAL QUESTIONAIRE, WHICH CONTAINS QUESTIONS REGARDING POTENTIAL AS WELL AS ACTUAL CONFLICTS OF INTEREST. LINE 15 - THE FUND DID NOT HAVE A CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT OFFICALS, OR OTHER OFFICERS OR KEY EMPLOYEES, AS THOSE TERMS ARE DEFINED IN THE INSTRUCTIONS. FORM 990, PAGE 6, PART VI, LINE 2 RICHARD CRAMER, SR MATT CRAMER CHAIRMAN TRUSTEE FAMILY RELATIONSHIP FORM 990, PAGE 6, PART VI, LINE 7A ALL BOARD MEMBERS ARE ELECTED BY THE MEMBERSHIP INTO OFFICER POSITIONS, FROM WHICH THEY HOLD THEIR TRUSTEESHIP. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS PRESENTED AND APPROVED AT A MEETING OF THE BOARD OF TRUSTEES, SUBJECT TO APPROVAL BY AND REVIEW OF THE FUND'S LEGAL COUNSEL. IN ADDITION, EACH TRUSTEE IS PROVIDED A COPY OF THE FUND'S FINAL FORM 990 (INCLUDING REQUIRED SCHEDULES), AS ULTIMATELY FILED WITH THE IRS. FORM 990, PAGE 6, PART VI, LINE 19 THE FUND IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED. IT OPERATES IN COMPLIANCE WITH THE REPORTING AND DISCLOSURE REQUIREMENTS OF SUBTITILE B, PART 1 OF ERISA WITH RESPECT TO DISCLOSURE OF ITS GOVERNING DOCUMENTS AND FINANCIAL INFORMATION. IT OPERATES IN COMPLIANCE WITH THE FIDUCIARY RESPOSIBILITY REQUIREMENTS OF SUBTITLE B, PART 4 OF ERISA. FORM 990, PART VII LINE 1A - LARRY KINZIE SERVED AS A TRUSTEES OF THE FUND WITHOUT COMPENSATION FROM THE FUND FOR THOSE SERVICES. HOWEVER, HE WAS COMPENSATED AS AN EMPLOYEE OF SHEET METAL WORKERS LOCAL 7, WHICH WAS A CONTRIBUTING EMPLOYER TO THE FUND AND, AS SUCH, A "RELATED ORGANIZATION" AS THAT TERM IS DEFINED IN THE INSTRUCTIONS. FLINT AREA SMW LOCAL 7-4 PENSION 700 TOWER DRIVE SUITE 300 TROY MI 48098 386082372 PENSION MI 501A N/A false SMW AFL-CIO LOCAL UNION 7 4931 CONTEC DRIVE LANSING MI 48910 382625191 LOCAL MI 501C5 N/A false MICHIGAN SM TRAINING & APPR 4070 DOLAN DRIVE FLINT MI 48504 611620302 TRAINING MI 501C3 2 N/A false ABSOLUTE BALANCING CO INC N/A false ADVANTAGE MECHANICAL GROUP N/A false AIR SOLUTIONS INC N/A false ALL AMERICAN BALANCING N/A false DEE CRAMER INC N/A false ECKER MECHANICAL N/A false ENVIRO-AIRE INC N/A false GOYETTE MECHANICAL N/A false GOYETTE MECHANICAL N/A false MJ MECHANICAL N/A false NATIONAL ROOFING N/A false PAYNE MECHANICAL N/A false ROBERTSON MORRISON INC N/A false S & Z SHEETMETAL INC N/A false TMI CLIMATE SOLUTIONS N/A false WARREN SYSTEMS INC N/A false WILLIAM E WALTER INC N/A false WM FLOYD HEATING COMPANY N/A false YMCA OF GREATER FLINT N/A false false false false false false false false false false false false false false false false false false false false