2025-05-22T12:27:41-05:00 2024-07-31 510435869 Needles & Associates LLC 9737 Wadsworth Pkwy Suite 50 Westminster CO 80021 990 2023-08-01 720506999 Iron Workers Welfare Fund IRON 7132191211 1600 Highway 6 South 340 Sugar Land TX 77478 Luke Waggenspack Co-Chairman 7132191203 2025-05-20 1 0 Kurt D Needles CPA P00850236 3034304225 2025-05-22 2023 2025-03-06 01:10:19Z Luke Waggenspack 1600 Highway 6 South 340 Sugar Land TX 77478 22653286 0 X N/A X Health Plan 1958 LA To provide health and welfare benefits to eligible participants. 8 0 0 0 0 0 0 0 6201243 6600275 205329 410083 114 4410 6406686 7014768 0 0 4494731 4312722 0 0 0 0 0 765292 683703 5260023 4996425 1146663 2018343 11729896 13911237 2826348 2370886 8903548 11540351 To provide health and welfare benefits to eligible participants. 0 0 To provide health and welfare benefits to eligible participants. 0 0 0 0 0 0 0 0 0 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 0 0 0 X Board of Trustees - Iron Workers Welfare Fund 7132191203 1600 Highway 6 South Ste 340 Sugar Land TX 77478 X John Gandy Employer Trustee - Co-Chai 1.00 X 0 0 0 Luke Waggenspack Union Trustee, Co-Chairman 1.00 X 0 0 0 Walter Ashford Employer Trustee 1.00 X 0 0 0 Josh Sonnier Union Trustee 1.00 X 0 0 0 Lovis Moomey Union Trustee 1.00 X 0 0 0 Dave Bennett Employer Trustee 1.00 X 0 0 0 Eric Lemley Union Trustee 1.00 X 0 0 0 Randy Sudik Employer Trustee 1.00 X 0 0 0 Neal McCleary Employer Trustee 1.00 X 0 0 0 0 0 0 0 0 0 0 Zenith American Solutions 95555 W Sam Houston Pkwy Suite 400 Houston TX 77099 Administrative 256463 CIGNA 900 Cottage Grove Rd Bloomfield CT 06002 Administrative 186972 2 Employers' Contributions 525100 5667005 5667005 Reciprocity In 525100 879503 879503 Participants' Contributions 525100 53767 53767 6600275 378985 378985 15669616 15638518 31098 31098 31098 4410 4410 4410 7014768 6635783 0 378985 4312722 256463 39624 36567 42771 231122 18074 4498 CIGNA Savings Program 54584 4996425 -84022 149595 570800 907287 758476 865012 10484642 11989343 11729896 13911237 11010 44761 2815338 2326125 2826348 2370886 X 8903548 11540351 8903548 11540351 11729896 13911237 2018343 618460 0 X 0 1 X 0 0 0 Hour Bank Liability 1886125 Claims Incurred Liability 440000 2326125 X 7633228 618460 618460 7014768 0 7014768 5485638 489213 489213 4996425 0 4996425 Part X, Line 2: The Trust funding benefits of the Plan received an exemption letter from the Internal Revenue Service stating that the Trust is tax-exempt under the provision of Section 501(c)9 of the Internal Revenue Code. The Plan and the trust are required to operate in conformity with the Internal Revenue Code to maintain the tax-exempt status of the Trust. Plan management believes that the Plan is being operated in compliance with the applicable requirements of the Internal Revenue Code. 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 it has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Plan management has evaluated the Plan's tax positions and concluded that the Plan has taken no uncertain tax positions that would require financial statement recognition or disclosure for the years ended July 31, 2024 and 2023. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. With few exceptions, the Plan is no longer subject to tax examinations by tax authorities for years preceding July 31, 2020. Part XII, Line 2d - Other Adjustments: Change in IBNR 100,000. Change in Hour Bank 389,213. Form 990, Part VI, Section B, line 11b The Form 990 was provided to the Board of Trustees for their review. Form 990, Part VI, Section B, line 12c Trustees review this yearly at trustee meetings. Form 990, Part VI, Section C, line 19 All governing documents are available to the public upon request. Mid-South Iron Workers Pension 9555 W Sam Houston Pkwy S 400 Houston TX 77099 726032179 Provide pension benefits. LA 401(a) N/A 0 Mid-South Iron Workers Direct Contribution Fund 9555 W Sam Houston Pkwy S 400 Houston TX 77099 721303411 Provide pension benefits. LA 401(a) N/A 0 Info for Sch R Part III and IV is maintained by the Fund administrator N/A NA LA 70001 000000000 N/A LA N/A N/A 0 0 Info for Sch R Part III and IV is maintained by the Fund administrator N/A NA LA 70001 000000000 N/A LA N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0