2026-04-14T15:46:20-04:00 2025-06-30 621802605 DANIELS IRWIN & AYLOR 223 MADISON STREET SUITE 112 MADISON TN 371153660 990 2024-07-01 586056203 SHEET METAL WORKERS LOCAL 85 WELFARE FUND SHEE 6158590131 PO BOX 1449 GOODLETTSVILLE TN 370701449 STEVE LANGLEY CHAIRMAN 6158590131 2026-03-02 true false DOUGLAS A IRWIN P01363756 6158686008 2026-04-14 2024 2025-03-06 01:10:19Z STEVE LANGLEY 20315648 false X X 1966 GA THE PROVISION OF BENEFITS TO PARTICIPANTS. 8 8 35 0 0 15210227 15905881 490063 530714 337177 689999 16037467 17126594 0 13326142 13239211 18793 13646 0 0 1269260 1456606 14614195 14709463 1423272 2417131 8248228 10655450 111925 102016 8136303 10553434 THE PROVISION OF BENEFITS TO PARTICIPANTS. false false THE PROVISION OF HEALTH, DENTAL, VISION, TEMPORARY DISABILITY, DEATH AND LIFE INSURANCE BENEFITS TO PARTICIPANTS. false false false false false false false false false false false false false false true true false false false false false false false false false false false false false false false false false false false false false false false false true false false true 320 0 true 35 true false false false false false false false false X 8 8 true true false false false true false true true false false true true true true true true true true false X SOUTHERN BENEFIT ADMINISTRATORS 6158590131 2001 CALDWELL DRIVE GOODLETTSVILLE TN 37072 X CHRIS AIRINGTON TRUSTEE 2.00 X 0 0 0 JAMES L JACKSON III TRUSTEE 2.00 X 0 0 0 JOHN A KNOX SECRETARY 2.00 X X 0 0 0 STEVE LANGLEY CHAIRMAN 2.00 X X 0 0 0 ROBERT REESE TRUSTEE 2.00 X 0 0 0 GINGER D SLAICK TRUSTEE 2.00 X 0 0 0 JONATHAN C STERLING TRUSTEE 2.00 X 0 0 0 MATT STROER TRUSTEE 2.00 X 0 0 0 false false false ANTHEM BLUE CROSS BLUE SHIELD 3350 PEACHTREE STREET ATLANTA GA 30326 PREFERRED PROVI 446168 SOUTHERN BENEFIT ADMINISTRATORS INC PO BOX 1449 GOODLETTSVILLE TN 370701449 THIRD PARTY ADM 321600 2 EMPLOYER CONTRIBUTIONS 15534135 15534135 EMPLOYEE CONTRIBUTIONS 371746 371746 15905881 511933 511933 3207835 3189054 18781 18781 18781 FORMULARY REBATES 278781 278781 STOP LOSS INSURANCE REIMBURSE 249369 249369 SUBROGATION REFUNDS 110810 110810 51039 51039 689999 17126594 16595880 530714 13239211 13646 312000 38123 16875 14816 465119 33135 12832 455090 EMPLOYEE ASSISTANCE PROGR 46365 PCORI FEES 17311 BANK CHARGES 13784 FIDUCIARY LIABILITY INSUR 9907 21249 14709463 0 0 0 662389 1105523 2353117 1601945 1471727 11016 18351 4867355 6812255 8248228 10655450 111925 102016 111925 102016 X 8136303 10553434 8136303 10553434 8248228 10655450 2417131 X false true X true false X 17126594 17126594 17126594 14709463 14709463 14709463 SCHEDULE D, PAGE 3, PART X 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 ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINABLE UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PAGE 6, PART VI, LINE 2 SHEET METAL WORKERS LOCAL NO. 85 SHEET METAL WORKERS LOCAL NO. 85 CHAIRMAN TRUSTEE WORK FOR SAME LOCAL., SHEET METAL WORKERS LOCAL NO. 85 SHEET METAL WORKERS LOCAL NO. 85 CHAIRMAN TRUSTEE WORK FOR SAME LOCAL., SHEET METAL WORKERS LOCAL NO. 85 SHEET METAL WORKERS LOCAL NO. 85 CHAIRMAN TRUSTEE WORK FOR SAME LOCAL., SHEET METAL WORKERS LOCAL NO. 85 SHEET METAL WORKERS LOCAL NO. 85 TRUSTEE TRUSTEE WORK FOR SAME LOCAL., SHEET METAL WORKERS LOCAL NO. 85 SHEET METAL WORKERS LOCAL NO. 85 TRUSTEE TRUSTEE WORK FOR SAME LOCAL., SHEET METAL WORKERS LOCAL NO. 85 SHEET METAL WORKERS LOCAL NO. 85 TRUSTEE TRUSTEE WORK FOR SAME LOCAL., FORM 990, PAGE 6, PART VI, LINE 3 SOUTHERN BENEFIT ADMINISTRATORS, INC. FORM 990, PAGE 6, PART VI, LINE 7A THE UNION TRUSTEES ARE SELECTED BY THE UNION AND THE EMPLOYER TRUSTEES ARE SELECTED BY THE EMPLOYER ASSOCIATION. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE ENTIRE BOARD OF TRUSTEES. IT IS THEN SIGNED AND FILED, FORM 990, PAGE 6, PART VI, LINE 12C CONFLICTS OF INTEREST ARE REVIEWED CONTINUALLY AND ANY ISSUES THAT ARISE ARE HANDLED AT REGULAR BOARD MEETINGS. FORM 990, PAGE 6, PART VI, LINE 15A THE MEMBERS OF THE BOARD OF TRUSTEES ARE NOT COMPENSATED IN ANY WAY. A THIRD PARTY ADMINISTRATOR WAS HIRED BY THE BOARD OF TRUSTEES TO MANAGE THE FUND AND WAS SELECTED, HAD ITS QUALIFICATIONS REVIEWED AND COMPENSATION DETERMINED BY COMPETITIVE COMPARISON BY THE ENTIRE BOARD OF TRUSTEES. FORM 990, PAGE 6, PART VI, LINE 15B THE MEMBERS OF THE BOARD OF TRUSTEES ARE NOT COMPENSATED IN ANY WAY. A THIRD PARTY ADMINISTRATOR WAS HIRED BY THE BOARD OF TRUSTEES TO MANAGE THE FUND AND WAS SELECTED, HAD ITS QUALIFICATIONS REVIEWED AND COMPENSATION DETERMINED BY COMPETITIVE COMPARISON BY THE ENTIRE BOARD OF TRUSTEES. FORM 990, PAGE 6, PART VI, LINE 19 AVAILABLE UPON REQUEST. ALL MAILOUTS AND COMMUNICATIONS INCLUDE REFERENCE TO DOCUMENTS BEING AVAILABLE UPON REQUEST. SHEET METAL WORKERS LOCAL NO 85 N/A false GEORGIA SHEET METAL WORKERS JATC N/A false INTERNATIONAL TRAINING INSTITUTE N/A false AIR FORCE 1 HVAC LLC N/A false false BHW METALS LLC N/A false false CUSTOM SPECIALTY FABRICATION LLC N/A false false HARRIS MOUNTAIN WEST LLC N/A false false PROFICIENT TAB LLC N/A false false ACTION ELECTRIC COMPANY N/A false AIR DATA N/A false AMIN SHEET METAL N/A false APOLLO SHEET METAL N/A false CROWN CORR N/A false DAY & ZIMMERMANN N/A false DON PARK INCORPORATED N/A false FE MORAN N/A false FM SYLVAN N/A false HARRIS & HART N/A false HEWITT INDUSTRIAL CONTRACTORS N/A false IWR NORTH AMERICA N/A false L & H SHEET METAL COMPANY N/A false LILJA CORPORATION N/A false MAXAIR MECHANICAL N/A false MCKENNEY'S N/A false MECHANICAL SERVICES N/A false PERIMETER SHEET METAL COMPANY N/A false RF KNOX COMPANY N/A false RAY'S METAL WORKS N/A false RESEARCH AIR FLO N/A false TAB SERVICES N/A false TENANT MECHANICAL N/A false VULCAN INDUSTRIAL N/A false WATERS MECHANICAL N/A false WESTSIDE TEST & BALANCE N/A false false false false false false false false false false false false false false false false false false false false