2022-01-12T08:18:34-06:00 2021-03-31 382284921 BENDA GRACE STULZ & COMPANY PC 38800 VAN DYKE AVE STE 100 STERLING HEIGHTS MI 48312 990 2020-04-01 381433000 SHEET METAL WORKERS LOCAL 292 HEALTH FUND SHEE 2488139800 700 TOWER DRIVE TROY MI 48098 PAUL GUALDONI CHAIRMAN 2488139800 2021-12-13 true PAUL GUALDONI 999009999 BRYAN STULZ P00265596 5868836240 2022-01-12 2020 2022-09-23 18:48:47Z SAME AS ABOVE 12814595 false X WWW.SHEET292FRINGE.ORG X 1949 MI THE FUND WAS CREATED, ESTABLISHED AND IS MAINTAINED FOR THE PURPOSE OF PROVIDING LIFE INSURANCE, ACCIDENT, HEALTH, HOSPITALIZATION, SURGICAL, MEDICAL, AND RELATED EXPENSE BENEFITS AND SUCH OTHER WELFARE BENEFITS AS THE BOARD OF TRUSTEES MAY DECIDE FOR PARTICIPANTS AND THEIR DEPENDENTS AND/OR BENEFICIARIES AND DEFRAYING THE REASONABLE EXPENSES OF ADMINISTRATION AND OPERATION OF THE FUND. 6 1 0 2 0 0 11110351 11957160 120745 57134 287 680 11231383 12014974 0 6928614 7340640 0 0 0 294221 310948 7222835 7651588 4008548 4363386 8167035 12410427 2631044 2368588 5535991 10041839 X THE FUND WAS CREATED, ESTABLISHED AND IS MAINTAINED FOR THE PURPOSE OF PROVIDING LIFE INSURANCE, ACCIDENT, HEALTH, HOSPITALIZATION, SURGICAL, MEDICAL, AND RELATED EXPENSE BENEFITS AND SUCH OTHER WELFARE BENEFITS AS THE BOARD OF TRUSTEES MAY DECIDE FOR PARTICIPANTS AND THEIR DEPENDENTS AND/OR BENEFICIARIES AND DEFRAYING THE REASONABLE EXPENSES OF ADMINISTRATION AND OPERATION OF THE FUND. false false TO PROVIDE HOSPITALIZATION, MEDICAL AND OTHER HEALTH CARE BENEFITS TO ELIGIBLE PLAN PARTICIPANTS. false false false false false false false false false false false false false true false true false false false false false false false false false false false false true false false false false false false false false false false false true false false true 3 0 0 false false false false false false false false X 6 1 true false false false false true false true true false false false false false true false false false X BENESYS INC 2488139800 700 TOWER DRIVE SUITE 300 TROY MI 48098 X PAUL GUALDONI CHAIRMAN 1.00 40.00 X 0 147031 80300 ANTHONY LAFOREST TRUSTEE 1.00 40.00 X 0 142631 79858 MICHAEL ASHER SECRETARY 1.00 X 0 0 0 STEVEN BLANCHARD TRUSTEE 1.00 40.00 X 0 0 0 CHARLES GARRY TRUSTEE 1.00 40.00 X 0 0 0 GARRY OLIVER TRUSTEE 1.00 40.00 X 0 0 0 TRACY ROBERTS TRUSTEE 1.00 40.00 X 0 0 0 289662 160158 false true false BENESYS INC 700 TOWER DRIVE SUITE 300 TROY MI 48098 ADMINISTRATIVE 227884 1 EMPLOYER CONTRIBUTIONS 310000 11286571 11286571 PARTICIPANT CONTRIBUTIONS 310000 670589 670589 11957160 66563 66563 790192 799621 -9429 -9429 -9429 OTHER 900099 680 680 680 12014974 11948411 66563 7340640 7340640 204776 204776 17167 17167 22869 22869 26125 26125 8628 8628 12652 12652 421 421 15354 15354 STORAGE 2227 2227 DUES 729 729 7651588 7340640 310948 0 3927052 8853291 84464 37851 1388330 984955 498080 19974 2269109 2514356 8167035 12410427 201044 32588 2430000 2336000 2631044 2368588 X 5535991 10041839 5535991 10041839 8167035 12410427 4363386 142462 X false true X true false INSURANCE RESERVES 2336000 2336000 12131311 142462 142462 11988849 26125 26125 12014974 7625463 7625463 26125 26125 7651588 false false false PAUL GUALDONI CHAIRMAN 147031 80300 227331 ANTHONY LAFOREST TRUSTEE 142631 79858 222489 FORM 990 - ORGANIZATION'S MISSION THE FUND WAS CREATED, ESTABLISHED AND IS MAINTAINED FOR THE PURPOSE OF PROVIDING LIFE INSURANCE, ACCIDENT, HEALTH, HOSPITALIZATION, SURGICAL, MEDICAL, AND RELATED EXPENSE BENEFITS AND SUCH OTHER WELFARE BENEFITS AS THE BOARD OF TRUSTEES MAY DECIDE FOR PARTICIPANTS AND THEIR DEPENDENTS AND/OR BENEFICIARIES AND DEFRAYING THE REASONABLE EXPENSES OF ADMINISTRATION AND OPERATION OF THE FUND. FORM 990, PART VI LINE 2 - FAMILY RELATIONSHIP OR BUSINESS RELATIONSHIP - THE RELATIONSHIP BETWEEN THE TRUSTEES OF THE FUND IS A "BUSINESS RELATIONSHIP". THE FUND IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED. THE FUND, AS A TAFT-HARTLEY TRUST FUND, IS ADMINISTERED BY A BOARD OF TRUSTEES WHICH IS COMPOSED OF AN EQUAL NUMBER OF UNION AND EMPLOYER REPRESENTATIVES. BECAUSE OF THIS ORGANIZATIONAL REQUIREMENT, THERE IS A "BUSINESS RELATIONSHIP" BETWEEN THE TRUSTEES OF THE FUND. LINE 12B - ANNUALLY EACH TRUSTEE MUST ANSWER THE FIDUCIARY LIABILITY INSURANCE RENEWAL QUESTIONAIRE, WHICH CONTAINS QUESTIONS REGARDING POTENTIAL AS WELL AS ACTUAL CONFLICTS OF INTEREST. LINE 15 - THE FUND DID NOT HAVE A CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIALS, OR OTHER OFFICERS OR KEY EMPLOYEES, AS THOSE TERMS ARE DEFINED IN THE INSTRUCTIONS. FORM 990, PAGE 6, PART VI, LINE 7A THE FUND IS A TAFT-HARTLEY FUND AND IS ADMINISTERED BY THE BOARD OF 6 TRUSTEES. THE EMPLOYER ASSOCIATION AND THE LOCAL UNION, WHO ARE THE SETTLORS OF THE FUND, APPOINT THREE TRUSTEES EACH. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS PRESENTED AND APPROVED AT A MEETING OF THE BOARD OF TRUSTEES, SUBJECT TO REVIEW BY AND APPROVAL OF THE FUND LEGAL COUNSEL. IN ADDITION, EACH TRUSTEE IS PROVIDED A COPY OF THE FUND'S FINAL FORM 990 (INCLUDING REQUIRED SCHEDULES), AS ULTIMATELY FILED WITH THE IRS. FORM 990, PAGE 6, PART VI, LINE 19 THE FUND IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED. IT OPERATES IN COMPLIANCE WITH THE REPORTING AND DISCLOSURE REQUIREMENTS OF SUBTITLE B, PART 1 OF ERISA WITH RESPECT TO DISCLOSURE OF ITS GOVERNING DOCUMENTS AND FINANCIAL INFORMATION. IT OPERATES IN COMPLIANCE WITH THE FIDUCIARY RESPONSIBILITY REQUIREMENTS OF SUBTITLE B, PART 4 OF ERISA. FORM 990, PART VII LINE 1A - PAUL GUALDONI AND ANTHONY LAFOREST SERVED AS TRUSTEES OF THE FUND WITHOUT COMPENSATION FROM THE FUND FOR THOSE SERVICES. HOWEVER, THEY WERE COMPENSATED AS EMPLOYEES OF THE SHEET METAL WORKERS' LOCAL UNION NO 292, WHICH IS A CONTRIBUTING EMPLOYER TO THE FUND AND, AS SUCH, A "RELATED ORGAINIZATION" AS THAT TERM IS DEFINED IN THE INSTRUCTIONS. SHEET METAL WORKERS JATC 64 PARK STREET SUITE 200 TROY MI 48083 387057494 APPRENTICE MI 501C3 2 N/A false SMW LOCAL 292 64 PARK STREET SUITE 200 TROY MI 48083 381430703 LOCAL MI 501C5 N/A false SMW LOCAL 292 ANNUITY FUND 700 TOWER DRIVE SUITE 300 TROY MI 48098 383204600 ANNUITY MI 501A N/A false SMW LOCAL 292 PENSION FUND 700 TOWER DRIVE SUITE 300 TROY MI 48098 381659157 PENSION MI 501A N/A false SMW LOCAL 292 SUB FUND 700 TOWER DRIVE SUITE 300 TROY MI 48098 237205462 UNEMP. BEN MI 501C9 N/A false INTERNATIONAL TRAINING INSTITUTE 8403 ARLINGTON BLVD SUITE 300 FAIRFAX VA 22031 520914827 TRAINING VA 501C3 2 N/A false DURR INDUSTRIES INC N/A false GALLAGHER-KAISER CORP N/A false GIFFIN INC N/A false HMW CONTRACTING LLC N/A false false false false false false false false false false false false false false false false false false false true