2023-10-26T13:17:04-05:00 2022-12-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CENTER SUITE 700 WESTCHESTER IL 60154 990 2022-01-01 363192254 SHEET METAL WORKER LOCAL 219 EMPLOYEE BENEFIT FUND SHEE 8152261764 3316 PUBLISHERS DR ROCKFORD IL 61109 JOSEPH COOK TRUSTEE 8152261764 2023-10-26 1 JOSEPH COOK 999009999 0 BRANDON WOLBER P01460460 3123680500 2023-10-26 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOSEPH COOK 3316 PUBLISHERS DR ROCKFORD IL 61109 9233001 0 X N/A X 1982 IL PROVIDE HEALTH BENEFITS 6 0 22 0 0 0 0 0 6697238 7538426 278332 499906 2101 4205 6977671 8042537 0 0 5402171 6767042 0 0 0 0 0 278152 325607 5680323 7092649 1297348 949888 9732113 9400660 125155 143941 9606958 9256719 PROVIDE HEALTH BENEFITS 0 0 TO PROVIDE HEALTH CARE, PRESCRIPTION DRUG AND DISABILITY BENEFITS FOR ELIGIBLE PARTICIPANTS AND/OR THEIR DEPENDENTS IN ACCORDANCE WITH THE PLAN DOCUMENT AND SCHEDULE OF BENEFITS. 0 0 0 0 0 0 0 1 0 1 0 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 5 0 1 22 1 0 0 0 0 0 0 0 0 0 0 X 6 0 0 1 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 0 0 0 X JOSEPH COOK 8152261764 3316 PUBLISHERS DRIVE ROCKFORD IL 61109 JOSEPH COOK CHAIRMAN 2.00 45.00 X 0 150698 112625 TODD WHITLOCK LABOR TRUSTEE 2.00 45.00 X 0 148402 112021 ERIK WINTLEND EMPLOYER TRUSTEE 2.00 X 0 0 0 CHRIS ALBRECHT LABOR TRUSTEE 22.00 5.00 X 0 1600 0 BRUCE MIDDLETON SECRETARY 1.00 0.00 X 0 0 0 KURT MATTSON EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 0 300700 224646 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 6847793 6847793 STOP LOSS REIMBURSEMENTS 900099 351134 351134 PARTICIPANT CONTRIBUTIONS 900099 247406 247406 PRESCRIPTION REBATES 900099 92093 92093 7538426 177677 177677 1512693 1190464 322229 322229 322229 OTHER INCOME 900099 4205 4205 4205 8042537 7538426 0 504111 6767042 173880 1980 31309 12000 38200 10289 255 5270 6984 REIMBURSED SHARED ADMIN 33276 BANK FEES 6755 DUES AND SUBSCRIPTIONS 3210 FEES MANDATED BY THE AC 2199 7092649 1313178 1406601 27396 296232 0 597730 766568 21781 24058 31100 16070 10800 15030 7761228 6892171 9732113 9400660 4425 4120 51597 55529 69133 84292 125155 143941 X 0 0 0 0 9606958 9256719 9606958 9256719 9732113 9400660 949888 -1300127 0 X 0 1 X 1 0 0 1 X 31100 16070 15030 15030 RECIPROCAL CONTRIBUTIONS PAYABLE 84292 84292 X 6638317 -1300127 -1300127 7938444 12000 92093 104093 8042537 6988556 0 6988556 12000 92093 104093 7092649 PART IV, LINE 2B: THE PLAN SERVES AS A CONDUIT TO COLLECT REMITTANCES ON BEHALF OF AFFILIATED BENEFIT FUNDS AND ORGANIZATIONS. SUCH REMITTANCES ARE INITIALLY RECEIVED THROUGH A CLEARING ACCOUNT HELD BY THE PLAN. AMOUNTS REMAIN IN THE ACCOUNT UNTIL DISBURSEMENT TO THE AFFILIATED ENTITY IS MADE. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 4B - OTHER ADJUSTMENTS: PRESCRIPTION REBATES GROSS UP 92,093. PART XII, LINE 4B - OTHER ADJUSTMENTS: PRESCRIPTION REBATES GROSS UP 92,093. 0 0 0 JOSEPH COOK CHAIRMAN 0 146454 0 0 0 4244 0 86608 0 26017 0 263323 0 0 TODD WHITLOCK LABOR TRUSTEE 0 145322 0 0 0 3080 0 86004 0 26017 0 260423 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE FUND HAS AN AGREEMENT WITH MUTUAL MEDICAL OF ROCKFORD, INC. TO PERFORM CERTAIN THIRD PARTY ADMINISTRATIVE DUTIES. THE TPA AGREES TO PROVIDE BENEFITS TO OR ON BEHALF OF PARTICIPANTS IN THE PLAN SPONSOR'S MEDICAL, DENTAL, VISION, AND DISABILITY BENEFITS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE CHAIRMAN OF THE BOARD FOR REVIEW AND APPROVAL PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C PLAN TRUSTEES ARE PROVIDED A COPY OF THE CONFLICT OF INTEREST POLICY AT LEAST ANNUALLY FOR REVIEW WHICH IS EXPRESSLY DOCUMENTED IN THE PLAN'S MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE HEALTH AND WELFARE FUND MAKES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. INTL ASSOC OF SHEET METAL AIR RAIL AND TRANSPORTATION LCL 219 3316 PUBLISHERS DR ROCKFORD IL 61109 361764275 LABOR UNION IL 501(C)(5) NOT APPLICABLE NOT APPLICABLE 0 SMACNA OF NORTHERN ILLINOIS INC 4081 N PERRYVILLE ROAD LOVES PARK IL 61111 362656769 INDUSTRY ASSOCIATION IL 501(C)(6) NOT APPLICABLE NOT APPLICABLE 0 SHEET METAL WORKERS' LOCAL 219 RETIREMENT SAVINGS FUND 3316 PUBLISHERS DR ROCKFORD IL 61109 954871432 RETIREMENT PLAN IL 501(A) NOT APPLICABLE NOT APPLICABLE 0 NORTHERN ILL UNIV CONTRIBUTING EMPLOYER 0 SMART LU 219 SMANCA OF NIL LBR MGMT COMM TRUST FUND 3316 PUBLISHERS DR ROCKFORD IL 61109 822197312 LABOR MANAGEMENT COMMITTEE IL 501(C)(5) NOT APPLICABLE NOT APPLICABLE 0 SMACNA N ILL AND SHEET METAL WORKERS L 219 TRAINING FUND 4081 N PERRYVILLE ROAD LOVES PARK IL 61111 362942015 APPRENTICE TRAINING IL 501(C)(5) NOT APPLICABLE NOT APPLICABLE 0 MO-ST PLUMBING AND MECHANICAL CONTRIBUTING EMPLOYER 0 SHEET METAL CONNECTORS INC CONTRIBUTING EMPLOYER 0 TOTAL PLUMBING LTD CONTRIBUTING EMPLOYER 0 COMPLETE MECHANICAL SOLUTIONS CONTRIBUTING EMPLOYER 0 NATIONAL METAL WORKS CONTRIBUTING EMPLOYER 0 MASTER SHEET METAL CONTRIBUTING EMPLOYER 0 GILLEY'S HEATING & AC CONTRIBUTING EMPLOYER 0 GEOSTAR MECHANICAL INC CONTRIBUTING EMPLOYER 0 D & E SHEET METAL CONTRIBUTING EMPLOYER 0 TRITON TESTING AND BALANCING CONTRIBUTING EMPLOYER 0 ATLAS METAL PRO'S INC CONTRIBUTING EMPLOYER 0 1 SOURCE MECHANICAL CONTRIBUTING EMPLOYER 0 EWI HVAC CONTRIBUTING EMPLOYER 0 AREA MECHANICAL INC CONTRIBUTING EMPLOYER 0 COMFORT ZONE HEATING & COOLING CONTRIBUTING EMPLOYER 0 WHITED BROTHERS INC CONTRIBUTING EMPLOYER 0 MK INDUSTRIES INC CONTRIBUTING EMPLOYER 0 AUTOMATIC ENVIRONMENTAL CONTRIBUTING EMPLOYER 0 BALANCING SOLUTIONS CONTRIBUTING EMPLOYER 0 CHICAGO PIPE & BOILER COVERING CONTRIBUTING EMPLOYER 0 DISTINGUISHED SHEET METAL INC CONTRIBUTING EMPLOYER 0 PREMIER HEATING AND AC CONTRIBUTING EMPLOYER 0 TRADESMEN SHEET METAL INC CONTRIBUTING EMPLOYER 0 TOP MECHANICAL INC CONTRIBUTING EMPLOYER 0 ALLIED POWER CO EXELON STC CONTRIBUTING EMPLOYER 0 JOINER'S HVAC INC CONTRIBUTING EMPLOYER 0 ALBERT J WAGNER AND SONS LLC CONTRIBUTING EMPLOYER 0 WILBURN HEATING AND AC CONTRIBUTING EMPLOYER 0 CROWN CORR INC CONTRIBUTING EMPLOYER 0 HARTWIG PLUMBING AND HEATING CONTRIBUTING EMPLOYER 0 CHAMPION HVACR CONTRIBUTING EMPLOYER 0 HELM MECHANICAL INC CONTRIBUTING EMPLOYER 0 STERLING COMMERCIAL ROOFING CONTRIBUTING EMPLOYER 0 LOESCHER HEATING & AC CONTRIBUTING EMPLOYER 0 DEKALB MECHANICAL CONTRIBUTING EMPLOYER 0 LM SHEET METAL INC CONTRIBUTING EMPLOYER 0 MILLER ENGINEERING CONTRIBUTING EMPLOYER 0 ROCKFORD HEATING & AC CONTRIBUTING EMPLOYER 0 FREEPORT INDUSTRIAL CONTRIBUTING EMPLOYER 0 COMPLETE MECHANICAL SERVICES CONTRIBUTING EMPLOYER 0 CERONI MECHANICAL CONTRIBUTING EMPLOYER 0 MODERN COMPANIES CONTRIBUTING EMPLOYER 0 ATLAS SHEET METAL LLC CONTRIBUTING EMPLOYER 0 HM WHITE CONTRACTING LLC CONTRIBUTING EMPLOYER 0 NATIONS ROOF NORTH LLC CONTRIBUTING EMPLOYER 0 METAL EDGE CONTRIBUTING EMPLOYER 0 MG MCGRATH CONTRIBUTING EMPLOYER 0 1901 INC CONTRIBUTING EMPLOYER 0 SUMMIT MECHANICAL GROUP CONTRIBUTING EMPLOYER 0 SUN MECHANICAL GROUP CONTRIBUTING EMPLOYER 0 HILLCREST HVAC AND REFRIGERATION CONTRIBUTING EMPLOYER 0 AUGUST WINTER & SONS INC CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 1