2023-05-17T11:09:30-05:00 2022-07-31 510435869 Needles & Associates LLC 350 Interlocken Blvd STE 360 Broomfield CO 80021 990 2021-08-01 720506999 Iron Workers Welfare Fund IRON 7132191211 1600 Highway 6 South 340 Sugar Land TX 77478 Mike O'Connor Trustee 7132191203 2023-05-17 1 Mike OConnor 999009999 Kurt D Needles CPA P00850236 3034304225 2023-05-17 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X Mike O'Connor 1600 Highway 6 South 340 Sugar Land TX 77478 6954212 0 X N/A X Health Plan 1958 LA To provide health and welfare benefits to eligible participants. 8 0 0 0 -26077 0 0 0 2529887 4511077 126867 186364 5809 1515 2662563 4698956 0 0 2757387 4247836 0 0 0 0 0 473396 615087 3230783 4862923 -568220 -163967 11053459 10768586 2324149 2944398 8729310 7824188 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 Mike O'Connor Employer Trustee - Co-Chai 1.00 X 0 0 0 Herman Adams Union Trustee, Chairman 1.00 X 0 0 0 John Gandy Employer Trustee 1.00 X 0 0 0 John Fontenot 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 Michael Richards Union Trustee 1.00 X 0 0 0 Walter Ashford Employer Trustee 1.00 X 0 0 0 0 0 0 0 0 0 0 CIGNA 900 Cottage Grove Road Bloomfield CT 06002 Administrative 264943 Zenith American Solutions 95555 W Sam Houston Pkwy S 400 Houston TX 77099 Administrative 163378 2 Employers' Contributions 525100 3745428 3745428 Reciprocity In 525100 737786 737786 Participants' Contributions 525100 27863 27863 4511077 212441 212441 2229179 2255256 -26077 -26077 -26077 1515 1515 1515 4698956 4512592 -26077 212441 4247836 163378 62212 31695 27613 242483 34969 596 CIGNA Savings Program 52141 4862923 -26440 96514 491780 553313 505043 740420 10083076 9378339 11053459 10768586 166377 65961 2157772 2878437 2324149 2944398 X 8729310 7824188 8729310 7824188 11053459 10768586 -163967 -741155 0 X X 0 1 X 1 0 0 Hour Bank Liability 2125937 Claims Incurred Liability 752500 2878437 X 3957801 -741155 -741155 4698956 0 4698956 4142259 -720665 -720665 4862924 0 4862924 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, 2022 and 2021. 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, 2018. Part XII, Line 2d - Other Adjustments: Change in IBNR -202,500. Change in Hour Bank -518,165. 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. Form 990, Part XII, Line 2c: The organization has not changed its oversight process or selection process during the tax year. 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