2024-11-07T16:49:44-06:00 2024-01-31 921092242 ROYLE VAZQUEZ LLP PO BOX 1143 BROOMFIELD CO 80038 990 2023-02-01 736098088 SHEET METAL WORKERS LOCAL 270 WELFARE FUND SHEE 9185872388 1863 NORTH 10TH EAST AVENUE TULSA OK 74116 JOSHUA CRAIG TRUSTEE 9185872388 2024-11-07 1 0 NOLAN ROYLE CPA P03055450 7203296845 2024-11-07 2023 2024-10-15 13:58:12Z JOSHUA CRAIG 1863 NORTH 10TH EAST AVENUE TULSA OK 74116 6438246 0 X N/A X 1969 OK THE PLAN PROVIDES MEDICAL, VISION, PRESCRIPTION DRUGS, DENTAL, DISABILITY, LIFE INSURANCE, AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 6 6 0 0 0 0 0 0 3095156 3838127 109468 194239 0 0 3204624 4032366 0 0 2855495 2729352 0 0 0 0 0 432760 446136 3288255 3175488 -83631 856878 4000162 5228717 2170522 2478018 1829640 2750699 THE PLAN PROVIDES MEDICAL, VISION, PRESCRIPTION DRUGS, DENTAL, DISABILITY, LIFE INSURANCE, AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 THE PLAN PROVIDES MEDICAL, VISION, PRESCRIPTION DRUGS, DENTAL, DISABILITY, LIFE INSURANCE, AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS FOR ELIGIBLE 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 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 6 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X BOARD OF TRUSTEES 9185872388 1863 NORTH 10TH EAST AVENUE TULSA OK 74116 X JOSHUA CRAIG UNION TRUSTEE, CHAIRMAN 1.00 X 0 0 0 RUSSELL LYNCH UNION TRUSTEE 1.00 X 0 0 0 LEYSTON GODWIN UNION TRUSTEE, PRESIDENT 1.00 X 0 0 0 DAVID TIDWELL EMPLOYER TRUSTEE, CO-CHAIR 1.00 X 0 0 0 TERRY COLEMAN EMPLOYER TRUSTEE 1.00 X 0 0 0 DAN OWENS EMPLOYER TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 BLUE CROSS BLUE SHIELD 1400 S BOSTON AVE TULSA OK 74119 CLAIMS ADMINISTRATION 177616 1 EMPLOYER CONTRIBUTIONS 900099 3755803 3755803 PARTICIPANT CONTRIBUTIONS 900099 82324 82324 3838127 133775 133775 2466344 2405880 60464 60464 60464 4032366 3838127 0 194239 2729352 100204 3348 18202 13810 245838 6866 16594 12000 1025 7430 HEALTH FAIR EXPENSES 18576 2243 3175488 122170 215939 903420 1791137 430475 504826 19293 18155 797 1138 2543300 2715677 4000162 5228717 57249 18408 2113273 2459610 2170522 2478018 X 0 0 0 0 1829640 2750699 1829640 2750699 4000162 5228717 856878 64181 0 X X 0 1 X 1 0 19293 18155 1138 1138 CIBNR 153391 ACCUMULATED ELIGIBILITY 2284852 RECIPROCAL CONTRIBUTIONS PAYABLE 21367 2459610 X 4082737 64181 64181 4018556 13810 13810 4032366 2836708 0 2836708 13810 324970 338780 3175488 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC) AS A TAX-EXEMPT ORGANIZATION. THE PLAN HAS OBTAINED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE AND THE PLAN SPONSOR BELIEVES THAT THE PLAN, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. 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 IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. 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 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES MONITOR AND ENFORCE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AS REQUIRED BY ERISA ALONG WITH THE ASSISTANCE OF THE FUND'S PROFESSIONALS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT, AND THE SELECTION OF THE INDEPENDENT AUDITOR THAT PERFORMS THE AUDIT. CONTRIBUTING EMPLOYERS N/A NA OK 74116 000000000 CONTRIBUTING EMPLOYERS OK 0 0 CONTRBUTING EMPLOYERS N/A NA OK 74116 000000000 CONTRBUTING EMPLOYERS OK 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0