2024-11-14T18:03:09-06:00 2023-12-31 470900880 CALIBRE CPA GROUP PLLC 230 WEST MONROE ST STE310 CHICAGO IL 60606 990 2023-01-01 203804404 SHEET METAL WORKERS' HEALTH PLAN C/O SOUTHERN BENEFIT ADMINISTRATORS INC SHEE 6158590313 2001 CALDWELL DRIVE GOODLETTSVILLE TN 37072 KENNETH COLOMBO CHAIRMAN/TRUSTEE 6158590313 2024-11-09 1 0 ANDY HEIN P00189462 3126550037 2023 2024-10-15 13:58:12Z KENNETH COLOMBO 8403 ARLINGTON BLVD NO 300 FARIFAX VA 22031 5217808 0 X N/A X 2006 TN SEE SCHEDULE O.THE PLAN'S MISSION IS TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES. 4 4 0 0 0 0 0 0 4499183 4315624 549303 848015 0 0 5048486 5163639 0 0 3076288 3308063 0 0 0 0 0 383237 364774 3459525 3672837 1588961 1490802 18650193 21230819 11072 15862 18639121 21214957 THE PLAN'S PRIMARY MISSION IS TO PROVIDE AND MAINTAIN MEDICAL, DENTAL, VISION AND RELATED BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES IN THE AMOUNTS AND UNDER THE CONDITIONS AS SPECIFIED IN THE PLAN. 0 0 THE PLAN PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES OF SHEET METAL WORKERS' INTERNATIONAL ASSOCIATION AND OTHER CLASSES OF EMPLOYEES WHO ARE EMPLOYED BY A CONTRIBUTING EMPLOYER, BUT NOT REPRESENTED IN COLLECTIVE BARGAINING BY THE SHEET METAL WORKERS' INTERNATIONAL ASSOCIATION. 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 1 366 0 1 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 0 0 0 X SOUTHERN BENEFIT ADMINISTRATORS 6158590131 PO BOX 1449 GOODLETTSVILLE TN 370701449 KENNETH COLOMBO CHAIRMAN/TRUSTEE 1.00 40.00 X 0 187703 90219 JOSEPH SELLERS JR TRUSTEE - FORMER 1.00 40.00 X 0 210295 29343 LORI WOOD TRUSTEE 1.00 40.00 X 0 277251 81945 DAN MCCALLUM TRUSTEE 1.00 40.00 X 0 272621 89235 MICHAEL COLEMAN TRUSTEE 1.00 40.00 X 0 417333 34885 0 1365203 325627 0 0 1 0 SOUTHERN BENEFIT ADMINISTRATORS PO BOX 1449 GOODLETTSVILLE TN 370701449 PLAN ADMINISTRATOR 144000 CIGNA HEALTH AND LIFE INS CO 5909 PEACHTREE DUNWOODY RD STE 400 ATLANTA GA 30328 CLAIMS PROCESSING/NETWORK FEES 103356 2 EMPLOYER CONTRIBUTIONS 525100 4315624 4315624 4315624 752711 752711 149473 54169 95304 95304 95304 5163639 4315624 0 848015 3308063 144000 25952 19814 18865 141130 8014 2525 3025 PCORI FEES 1449 3672837 173903 469325 1908571 721720 194638 246794 16373081 19792980 18650193 21230819 11072 15862 11072 15862 X 0 0 0 0 18639121 21214957 18639121 21214957 18650193 21230819 1490802 1085034 0 X X 0 1 X 1 0 0 X 6229808 1085034 1085034 5144774 18865 18865 5163639 3653972 0 3653972 18865 18865 3672837 PART X, LINE 2: 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 SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. AS OF DECEMBER 31, 2023 AND 2022, THERE WERE 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. AT DECEMBER 31, 2023, THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO THE FISCAL YEAR ENDED DECEMBER 31, 2020. 0 0 0 MICHAEL COLEMAN TRUSTEE 0 331638 0 0 0 85695 0 9949 0 24936 0 452218 0 0 DAN MCCALLUM TRUSTEE 0 222254 0 0 0 50367 0 60134 0 29101 0 361856 0 0 LORI WOOD TRUSTEE 0 277251 0 0 0 0 0 55451 0 26494 0 359196 0 0 KENNETH COLOMBO CHAIRMAN/TRUSTEE 0 187703 0 0 0 0 0 69149 0 21070 0 277922 0 0 JOSEPH SELLERS JR TRUSTEE - FORMER 0 167494 0 0 0 42801 0 4407 0 24936 0 239638 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE FULL GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTSEES REVIEW AND MONITOR THE CONFLICT OF INTEREST POLICY AS NEEDED AT THEIR QUARTERLY MEETINGS. FORM 990, PART VI, SECTION C, LINE 18 FORMS 990 AND 1023 ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 FORMS 990 AND 1023 ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART XII, LINE 2C: NO CHANGES FROM THE PRIOR YEAR. SHEET METAL WORKERS NATIONAL PENSION 8403 ARLINGTON BOULEVARD FAIRFAX VA 22031 526112463 PENSION FUND 401 0 INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET METAL & AIR CONDITIONING IND 8403 ARLINGTON BOULEVARD FAIRFAX VA 22031 520914827 TRAINING EDUCTION FUND 501(C)(3) 0 NATIONAL ENERGY MANAGEMENT INSTITUTE COMMITTEE 8403 ARLINGTON BOULEVARD FAIRFAX VA 22031 521311294 INDUSTRY PROMOTION FUND 501(C)(6) 0 INTERNATIONAL ASSOCIATION OF SHEET METAL AIR RAIL AND TRANSPORTATION WORKER 1750 NEW YORK AVENUE NW WASHINGTON DC 20006 536001972 LABOR ORGANIZATION 501(C)(5) 0 SHEET METAL OCCUPATIONAL HEALTH INSTITUE TRUST 8403 ARLINGTON BOULEVARD FAIRFAX VA 22031 526405006 INDUSTRY HEALTH AND SAFETY ORGANIZATION 501(C)(3) 0 NATIONAL STABILIZATION AGREEMENT OF THE SHEET METAL INDUSTRY TRUST FUND 8403 ARLINGTON BOULEVARD FAIRFAX VA 22031 237315003 HEALTH FUND 501(C)(9) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0