2024-11-12T22:35:35-06:00 2023-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2023-01-01 521466749 SHEET METAL WORKERS NATIONAL HEALTH FUND SHEE 6158590131 2001 CALDWELL DRIVE GOODLETSVILLE TN 37072 BART BLEDSOE TRUSTEE 6158590131 2024-11-06 1 1 KRISTIN A JACQUELIN CPA P01325865 2023319880 2024-11-12 2023 2024-10-15 13:58:12Z BART BLEDSOE 2001 CALDWELL DRIVE GOODLETSVILLE TN 37072 67442692 0 X N/A X 1983 TN TO PROVIDE HEALTH INSURANCE BENEFITS FOR ELIGIBLE PARTICIPANTS 7 6 40 0 0 0 0 0 57133093 62079937 1175251 1853185 0 0 58308344 63933122 0 0 59629844 52443510 0 0 0 0 0 2963280 2979468 62593124 55422978 -4284780 8510144 45933774 57307376 109484 328866 45824290 56978510 TO PROVIDE HEALTH INSURANCE BENEFITS FOR ELIGIBLE PARTICIPANTS 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS ALONG WITH SUPPLEMENTAL MEDICARE BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 3055 0 1 40 1 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X SOUTHERN BENEFITS ADMINISTRATIORS INC 6158590131 2001 CALDWELL DRIVE GOODLETSVILLE TN 37072 MICHAEL COLEMAN TRUSTEE 2.00 40.00 X 0 417333 34885 CHRISTIAN FULLER TRUSTEE 2.00 X 0 0 0 LANCE E FOUT TRUSTEE 2.00 X 0 0 0 BILL KENYON TRUSTEE 2.00 X 0 0 0 BART BLEDSOE TRUSTEE 2.00 X 0 0 0 BRENT BERTRAND TRUSTEE 2.00 X 0 0 0 MICHAEL VERGES TRUSTEE 2.00 X 0 0 0 0 417333 34885 0 0 1 0 SOUTHERN BENEFIT ADMINISTRATORS INC 2001 CALDWELL DR GOODLETTSVILLE TN 37072 ADMINISTRATIVE SERVICES AND RELATED EXPE 2773539 1 EMPLOYER CONTRIBUTIONS 900099 31192906 31192906 HUMANA AND UHC CONTRIBUTIONS 900099 17924014 17924014 SMW PLUS CONTRIBUTIONS 900099 9946129 9946129 ALL OTHER CONTRIBUTIONS 900099 2342282 2342282 RETIREE AND COBRA CONTRIBUTIONS 900099 674606 674606 62079937 1574116 1574116 3788639 3509570 279069 279069 279069 63933122 62079937 0 1853185 52443510 81499 38783 23181 39035 158491 85385 50534 ADMINISTRATOR FEES 2310000 BANK CHARGES 63062 ADMINISTRATIVE FEES - O 41345 88153 55422978 1304731 6117307 50968 1008619 2586534 4004445 15832 15434 41975709 46161571 45933774 57307376 109484 328866 109484 328866 X 0 0 0 0 45824290 56978510 45824290 56978510 45933774 57307376 8510144 2644076 0 X X 0 1 X 1 0 0 X 66554017 2644076 2644076 63909941 23181 23181 63933122 55399797 0 55399797 23181 23181 55422978 PART X, LINE 2: THE PLAN FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING OF UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE TAX RETURN. THE PLAN PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022, AND DETERMINED THAT THERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. 0 0 0 MICHAEL COLEMAN TRUSTEE 0 331638 0 0 0 85695 0 9949 0 24936 0 452218 0 0 FORM 990, PART VI, SECTION B, LINE 11B BOARD OF TRUSTEES REVIEW COPY OF FORM BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD OF TRUSTEES MEET QUARTERLY AT THAT TIME REVIEW ALL POLICIES AND ENFORCE THEIR STRICT ADHERENCE TO THEM. FORM 990, PART VI, SECTION C, LINE 19 ALL POLICIES ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: OVERSIGHT PROCESS AND SELECTION PROCESS HAS NOT CHANGED FROM PRIOR YEAR. INTL ASSOCIATION OF SHEET METAL AIR RAIL AND TRANSPORTATION WORKRES 1750 NEW YORK AVENUE NW WASHINGTON DC 20006 464039786 SPONSORING ORGANIZATION DC 501(C)(5) N/A 0 A P I INC A&R MECHANICAL CONTRACTORS INC AJ MONIER & CO INC A-1 SHEET METAL & AC ABM ACADIANA SHEET METAL INC ACCURATE AIR BALANCE ACO MECHANICAL LTD ADVANCED NUCLEAR LLC AECON-WACHS TECHNICAL AIR MASTERS MECHANICAL INC AIRDRONICS INC ALABAMA METAL FABRICATORS ALL PRO FABRICATORS ALLIED BLOWER USA INC ALLIED MECHANICAL CONSTRUCTORS ALLIED TRADES INC APOLLO SHEET METAL INC APT INDUSTRIES INCORPORATED ARK LA TEX SM AND WELDING ASCENSION ROOF & SHEET METAL ATLAS BLOWPIPE & SHEET METAL AVIS MECHANICAL INCORPORATED B & C SHEET METAL INC BASSETT MECHANICAL BATON ROUGE SM LU 214 BEARD MECHANICAL CONTRACT BENTLEY SHEET METAL BES TECHNOLOGIES LLC BIM DESIGNS INCORP BLACK & VEATCH BLUMENTHAL SHEET METAL CO BRAND ENERGY BROCK INDUSTRIAL SERVICES CAILIS MECHANICAL CAMPO SHEET METAL WORKS CAPITAL INDUSTRIES LLC CARL'S SHEET METAL SHOP CAROLLO METAL WORKS CHASE PLUMBING & MECHANICAL CHUGACH ALASKA CORPORATION CI METAL FABRICATION CLADDING & COMPONENT SOLUTIONS CLIMATE ENGINEERS INC CNS Y-12 LLC COASTAL SHEET METAL COBAR INDUSTRIES COMFORT CONTROL INC COMMERCIAL VENTILATION SERVICE CONTRACT MANAGEMENT INC CRAWFORD COMPANY CRIBBS INC CRIPPEN SHEET METAL INC CROWN CORR INCORPORATED CUSTOM SPECIALTY FABRICATION D & S SHEET METAL DAY & ZIMMERMANN NPS DEE CRAMER INC DELTAK MANUFACTURING INC DEPENDABLE SHEET METAL DMC MECHANICAL CONTRACTIN DMR MECHANICAL LLC DONAGHEY MECHANICAL DOVE GROUPLLC DURR SYSTEMS DYNAMIC SYSTEMS INCORPORATED EAST COAST METAL SYSTEMS ELITE DRAFTING SOLUTIONS LLC ESCAMBIA WELDING & FAB INC F M SYLVAN INC FABRICATION SOLUTIONS FARMERS ALLOY FABRICATING FERBER SHEET METAL WORKS FITZGERALD CONTRACTORS LLC FLUID BALANCE INTERNATIONAL FOX VALLEY SHEET METAL G1 MECHANICAL GEM INC GEM TECHNOLOGIES GIFFIN INC GORAM AIR CONDITIONING CO INC GOWAN GARRETT GOWAN INCORPORATED H M WHITE INCORPORATED H T LYONS HM WHITE INC H3 FAB LLC HAMM MECHANICAL HARDER MECHANICAL CON HARKINS COMPANY HARRIS & HART HARRIS ACQUISTION III LLC HAWKEYE SHEET METAL LLC HICKS & INGLE CORPORATION HILTON VENT & INDUSTRIAL CO HOLIDAY SHEET METAL COMPANY ICON-BIM INDUSTRIAL AIR MECHANICAL INTEGRITY AIR INTERNATIONAL ASSOC OF SMART IVI SOUTH INC IWR BUILDING SYSTEMS JBM INCORPORATED JK JOHNSON MECHANICAL JAKE MARSHALL SHEET METAL LLC JAMES B DONAGHEY INC JOHN W MCDOUGALL COMPANY JOLY'S METAL WORKS KIESCHNICK INDUSTRIES INC KINETIC SYSTEMS INC KING INDUSTRIES KIRK & BLUM MANUFACTURING LD PRIME LLC LEONARD METAL FABRICATORS LILJA CORPORATION LOCAL #067 SHEET METAL WORKERS LOCAL #67 SHEET METAL WOR LOCAL 435 LOCAL 441 JATC LONGVIEW MECHANICAL CONTR M & M METALS INCORPORATED M&M TEST AND BALANCE LLC MATTHEWS BALANCING SERVICES LL MC ME MECHANICAL LLC MCABEE CONSTRUCTION INC MCKENNEYS INC MD SYSTEMS TESTING LLC MECHANICAL & PROCESS SYSTEM MECHANICAL SERVICES TEAM HVAC METAL INDUSTRIES METRO AIR MFH SHEET METAL FABRICATO MG MCGRATH MIDLAND ENGINERRING CO INC MODERN HEATING & AC MODERN SHEET METAL INC MOKAN SHEET METAL MORELLI HEATING & AC IN MO'S MECHANICAL LLC MULLER & WILSON INCORPORATED NEWTRON MECHANICAL LLC NIX SHEET METAL P 1 CONSTRUCTION PJ SERVICES INCORPORATED PAE PARTNERS METALFAB LP PASCAGOULA SHEET METAL PENSACOLA METAL FABRICATORS PERFORMANCE ABATEMENT SER PERFORMANCE CONTRACTING INC PERMA-FIX ENVIRONMENTAL PHILLIPS CONTRACTOR POYNTER SHEET METAL INC PRECISION AIR BALANCE LLC PRECISIONAIRE OF TEXAS PRIME MECHANICAL & CONSTRUCTIO QUALITY SHEET METAL INC R F KNOX CO INC RAKA GENERAL SHEET METAL RAY'S METAL WORKS INC REMINGTON CONSTRUCTION RESEARCH AIR FLO INC SSM INDUSTRIES SAVANNAH RIVER MISSION COMPLET SAVANNAH RIVER NUCLEAR SOLUTIO SAVANNAH RIVER REMEDIATIO SCHREIBER CORP SERVICE MECHANICAL GROUP SHEET METAL LOCAL 441 SHEET METAL LU 32 SHEET METAL LU#67 JATC SHEET METAL TRANSPORTATION COR SHEET METAL WORKERS 399 JATC SHEET METAL WORKERS LOCAL #441 SHEET METAL WORKERS LOCAL 399 SHEET METAL WORKERS LOCAL 399 SHEET METAL WORKERS LOCAL 5 SHEET METAL WORKERS LOCAL 5 JA SHEET METAL WORKERS UNION 555 SM LOCAL 54 JATC SMART LOCAL 441 JATC SMG FACILITY MGMT SMW LOCAL UNION 435 SOUTHERN STATES DUCT MASTERS SOUTHLAND INDUSTRIES SOUTHWEST GULF COAST REGIONAL SPIRAL FITTINGS INCORPORATED O STANDARD ROOFING & SHEET METAL STANDARD SHEET METAL STEWART STAINLESS FABRICATION STRAUS SYSTEMS INC STROMBERG SHEET METAL WORKERS SUN MECHANICAL SYSTEMS INC T K S TAB SERVICES INCORPORATED TABCO INTERNATIONAL TCS MECHANICAL TENNESSEE SHEET METAL CO TENNILLE INC TERRY'S ROOFING & SHEET M TEXAS CHILLER SYSTEMS LLC TEZEL & COTTER AC LP THE BRANDT ENGINEERING CO INC THE ELLIS COMPANY INC THE K COMPANY INC THE PORTER COMPANY TKS INDUSTRIAL COMPANY TNT SYSTEMS SOLUTIONS INC TRADE-MARK INDUSTRIAL LLC TRIANGLE METALS INC TWEET GAROT MECHANCIAL INC UCOR UNITED E&C INC V M SYSTEMS INC V M SYSTEMS INC VAUGHAN ROOFING & SHEET METAL VERGES CONSULTANTS VIKING INDUSTRIAL INC VULCAN ENVIRONMENTAL VULCAN INDUSTRIAL WJ O'NEIL COMPANY WO BLACKSTONE COMPANY WDR MECHANICAL CONTRACTORS WHITED BROTHERS INC WILLIAMS SPECIALTY SERVIC WK MECHANICAL WMC MECHANICAL INC YOUNG & PRATT INCORPORATE 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0