2023-11-15T12:25:36-06:00 2022-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE STE 1200W BETHESDA MD 20814 990 2022-01-01 522040394 SHEET METAL WORKERS' INTERNATIONAL ASSN OFFICE EMPLOYEES RETIREE HEALTH FUND SHEE 2027835880 1750 NEW YORK AVENUE NW WASHINGTON DC 20006 WARREN MAY CONTROLLER 2027835880 2023-11-15 1 WARREN MAY 999009999 1 ERIN CRANMER P01712644 2023319880 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WARREN MAY 1750 NEW YORK AVENUE NW WASHINGTON DC 20006 975927 0 X N/A X 1997 DC TO PROVIDE POSTRETIREMENT HEALTH BENEFITS TO RETIRED PARTICIPANTS. 4 0 0 0 0 0 0 0 183583 192696 176414 76719 2232 3038 362229 272453 0 0 107298 113571 0 0 0 0 0 14032 15820 121330 129391 240899 143062 2118283 1940557 9814 9714 2108469 1930843 TO PROVIDE POSTRETIREMENT HEALTH CARE BENEFITS FOR EMPLOYEES OF THE SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS UNION. 0 0 THE PLAN PROVIDES POSTRETIREMENT HEALTH CARE BENEFITS FOR EMPLOYEES 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 4 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 X THE ORGANIZATION 2027835880 1750 NEW YORK AVENUE NW WASHINGTON DC 20006 JOSEPH POWELL TRUSTEE 2.00 40.00 X 0 429522 48247 ERIN CUMMINS TRUSTEE 2.50 37.50 X 0 69337 10404 BRENDA HUNT TRUSTEE 2.50 37.50 X 0 79469 24936 WARREN MAY TRUSTEE 2.00 40.00 X 0 192096 24936 0 770424 108523 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 525100 185353 185353 RETIREE CONTRIBUTIONS 525100 7343 7343 192696 33168 33168 747025 703474 43551 43551 43551 MISCELLANEOUS 525100 3038 3038 3038 272453 195734 0 76719 113571 2918 8000 2745 2123 BANK SERVICE FEES 34 129391 341014 420258 105411 87947 22240 26188 14109 3184 1635509 1402980 2118283 1940557 379 279 9435 9435 9814 9714 X 0 0 0 0 2108469 1930843 2108469 1930843 2118283 1940557 143062 -320688 0 X X 0 1 X 1 0 0 MUTUAL FUNDS 1402980 F 1402980 DUE TO SHEET METAL 9435 9435 X -50980 -320688 -320688 269708 2745 2745 272453 126646 0 126646 2745 2745 129391 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 2022 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 POWELL TRUSTEE 0 326407 0 0 0 103115 0 23311 0 24936 0 477769 0 0 WARREN MAY TRUSTEE 0 192096 0 0 0 0 0 0 0 24936 0 217032 0 0 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS 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 SHEET METAL WORKERS AD&D PLAN 1750 NEW YORK AVENUE NW WASHINGTON DC 20006 521343750 DEATH BENEFIT PLAN DC 501(C)(9) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0