2024-03-11T14:20:04-05:00 2023-05-31 222951202 MSPC 340 NORTH AVENUE EAST CRANFORD NJ 070162496 990 2022-06-01 221505211 SHEET METAL WORKERS WELFARE FUND-22 SHEE 9082762550 106 SOUTH AVENUE WEST CRANFORD NJ 07016 JOSEPH MUTI FUND ADMINISTRATOR 9082762550 2024-03-11 1 JOSEPH MUTI XXX-XX-XXXX 1 ROBERT J JANNELLI CPA P00450209 9082727000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOSEPH MUTI 106 SOUTH AVENUE CRANFORD NJ 07016 12908123 0 X N/A X 1953 NJ TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS. 6 0 0 0 0 0 0 0 5651232 6267248 1108749 569594 9341 5633 6769322 6842475 0 0 5303608 5711108 0 0 0 0 0 292821 451247 5596429 6162355 1172893 680120 19076295 19436804 269106 260280 18807189 19176524 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 THE SHEET METAL WORKERS LOCAL NO. 22 WELFARE FUND PROVIDES HEALTH BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 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 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X SHEET METAL WORKERS WELFARE FUND-22 9082762550 106 SOUTH AVENUE WEST CRANFORD NJ 07016 THOMAS GALLAGHER ADMINISTRATOR 40.00 X 88655 0 67424 ANDREW NOVAK EMPLOYER TRUSTEE 1.00 X 0 0 0 GREGG WHEATLEY EMPLOYER TRUSTEE 1.00 X 0 0 0 JAMES O'REILLY UNION TRUSTEE 1.00 X 0 162941 94916 DAVID CASTNER UNION TRUSTEE 1.00 X 0 149597 92597 JASON ROONEY UNION TRUSTEE 1.00 X 0 156607 93839 88655 469145 348776 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 230000 6183263 6183263 EMPLOYEE CONTRIBUTIONS 230000 83985 83985 6267248 537230 537230 6098012 6065648 32364 32364 32364 LATE FEES ON EMPLOYER CONTRIBUTIO 900099 5633 5633 5633 6842475 6272881 0 569594 5711108 1607 16890 77895 182927 9744 21000 1059 6577 ALLOCATED EXPENSES 127450 TELEPHONE 2364 MISCELLANEOUS 2364 PCORI FEE 1370 6162355 701137 873818 1106815 1060114 1108438 1614192 32257 32121 1195 136 16106919 15844183 51791 44361 19076295 19436804 261195 248313 7911 11967 269106 260280 X 0 0 0 0 18807189 19176524 18807189 19176524 19076295 19436804 680120 -310785 0 X X 0 1 X 1 0 32257 32121 136 136 DUE TO RELATED FUNDS 11967 11967 X 6453795 -310785 -310785 6764580 77895 77895 6842475 6097342 12882 12882 6084460 77895 77895 6162355 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC), AND, ACCORDINGLY, THE TRUST IS EXEMPT FROM INCOME TAXES. THE TRUST HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE IRS, AND THE PLAN SPONSOR BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. PLAN MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF MAY 31, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS PAYABLE X 0 0 0 JAMES O'REILLY UNION TRUSTEE 0 162941 0 0 0 0 0 66490 0 28426 0 257857 0 0 JASON ROONEY UNION TRUSTEE 0 156607 0 0 0 0 0 65413 0 28426 0 250446 0 0 DAVID CASTNER UNION TRUSTEE 0 149597 0 0 0 0 0 64171 0 28426 0 242194 0 0 THOMAS GALLAGHER ADMINISTRATOR 88655 0 0 0 0 0 38998 0 28426 0 156079 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A TRUSTEE WHO IS A MEMBER OF THE GOVERNING BODY IS PROVIDED WITH THE FILING. FORM 990, PART VI, SECTION C, LINE 19 FORMS 990 AND 5500 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY OF THE OVERSIGHT OF THE FINANCIAL STATEMENT AUDITS AND SELECTION OF INDEPENDENT ACCOUNTANTS. THERE HAVE BEEN NO CHANGES NOTED FROM THE PRIOR YEAR. SHEET METAL WORKERS LOCAL NO 22 ANNUITY FUND 106 SOUTH AVENUE CRANFORD NJ 07016 227375195 ADMINISTRATION OF RETIREMENT BENEFITS FOR PARTICIPANTS NJ 401(A) 0 SHEET METAL WORKERS LOCAL NO 22 PENSION FUND 106 SOUTH AVENUE CRANFORD NJ 07016 226072834 ADMINISTRATION OF RETIREMENT BENEFITS FOR PARTICIPANTS NJ 401(A) 0 SHEET METAL WORKERS LOCAL NO 22 EDUCATION FUND 106 SOUTH AVENUE CRANFORD NJ 07016 221976682 ADMINISTRATION OF EDUCATION AND TRAINING FOR APPRENTICES NJ 501(C)(3) 0 SHEET METAL WORKERS LOCAL UNION NO 22 106 SOUTH AVENUE CRANFORD NJ 07016 222409275 LOCAL UNION ACTIVITY NJ 501(C)(5) 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 SHEET METAL WORKERS LOCAL 22 HOLDING CORP K 21000 SHARE OF ALLOCATED COSTS SHEET METAL WORKERS LOCAL 22 ANNUITY AND PENSION FUNDS O 148450 SHARE OF ALLOCATED COSTS