2024-11-07T14:48:44-06:00 2023-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE STE 1200W BETHESDA MD 20814 990 2023-01-01 526909050 SHEET METAL WORKERS' INTL ASSN STAFF RETIREE HEALTH FUND SHEE 2027835880 1750 NEW YORK AVENUE NW 600 WASHINGTON DC 20006 WARREN MAY CONTROLLER 2027835880 2024-11-07 1 1 ERIN CRANMER P01712644 2023319880 2023 2024-10-15 13:58:12Z WARREN MAY 1750 NEW YORK AVENUE NW 600 WASHINGTON DC 20006 5159772 0 X N/A X 1997 DC TO PROVIDE POST RETIREMENT HEALTH CARE BENEFITS FOR THE STAFF MEMBERS AND OFFICERS OF THE SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS UNION. 2 0 0 0 0 0 0 0 1234457 1280388 1466158 1112387 220816 670757 2921431 3063532 0 0 1194751 1185446 0 0 0 0 0 109226 109263 1303977 1294709 1617454 1768823 42722607 48707666 121666 34644 42600941 48673022 TO PROVIDE POST RETIREMENT HEALTH CARE BENEFITS FOR THE STAFF MEMBERS AND OFFICERS OF THE SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS UNION. 0 0 THE PLAN PROVIDES POST RETIREMENT HEALTH CARE BENEFITS FOR THE STAFF MEMBERS AND OFFICERS 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 2 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X WARREN MAY 2027835880 1750 NEW YORK AVE NW WASHINGTON DC 20006 JOSEPH SELLERS JR TRUSTEE - RETIRED MAY 31 2023 1.00 40.00 X 0 210295 29343 MICHAEL COLEMAN TRUSTEE 1.00 40.00 X 0 417333 34885 JOSEPH POWELL TRUSTEE 1.00 40.00 X 0 451684 35187 0 1079312 99415 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 525100 1000000 1000000 WORKING ASSESSMENTS 525100 280388 280388 1280388 867814 867814 2340813 2096240 244573 244573 244573 670757 670757 670757 3063532 1951145 0 1112387 1185446 6789 10500 78950 3678 9346 1294709 3844471 4481224 781063 590343 45083 33913 3390 3595 23295211 26672191 14753389 16926400 42722607 48707666 8011 19682 113655 14962 121666 34644 X 0 0 0 0 42600941 48673022 42600941 48673022 42722607 48707666 1768823 4303258 0 X X 0 1 X 1 0 0 LIMITED PARTNERSHIPS 16926400 F 16926400 DUE TO SHEET METAL 14962 14962 X 7287840 4303258 4303258 2984582 78950 78950 3063532 1215759 0 1215759 78950 78950 1294709 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, 2023 AND 2022, 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, 2023, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2020 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 341684 0 0 0 110000 0 10251 0 24936 0 486871 0 0 MICHAEL COLEMAN TRUSTEE 0 331638 0 0 0 85695 0 9949 0 24936 0 452218 0 0 JOSEPH SELLERS JR TRUSTEE - RETIRED MAY 31 2023 0 167494 0 0 0 42801 0 4407 0 24936 0 239638 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE RETURN WAS 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1