2021-11-04T15:04:33-05:00 2020-12-31 320043599 LEGACY PROFESSIONALS LLP 222 INDIANAPOLIS BLVD STE 103 SCHERERVILLE IN 46375 990 2020-01-01 356028684 SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND BENEFIT FUND SHEE 3175496005 2828 EAST 45TH STREET INDIANAPOLIS IN 46205 J SCOTT PARKS TRUSTEE 3175496005 2021-11-04 1 J SCOTT PARKS 999009999 TIMOTHY LAKIS P00841931 2198361065 2021-11-03 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z J SCOTT PARKS 2828 EAST 45TH STREET INDIANAPOLIS IN 46205 134110592 0 X N/A X 1954 IN PROVIDE HEALTH BENEFITS 14 7 67 0 0 0 0 0 55017353 56318651 3934426 4641130 0 0 58951779 60959781 0 0 50558937 50110925 231810 247904 0 0 0 454880 461438 51245627 50820267 7706152 10139514 123786449 143638456 533713 351148 123252736 143287308 PROVIDE HEALTH BENEFITS 0 0 TO PROVIDE HEALTH AND WELFARE, LONG-TERM DISABILITY AND DEATH BENEFITS TO MEMBERS 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 51 0 1 67 1 0 0 0 0 0 0 0 0 0 0 X 14 7 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 IN X HAZEL COMPTON 3175496005 2828 EAST 45TH ST INDIANAPOLIS IN 46205 CHARLES GRAVES TRUSTEE 1.00 1.00 X 0 0 0 JOYCE HUBBARD TRUSTEE 1.00 1.00 X 0 0 0 JOSEPH LANSDELL TRUSTEE 1.00 1.00 X 0 0 0 HANK MEYERS TRUSTEE 1.00 1.00 X 0 0 0 LORI SCHMIDT TRUSTEE 1.00 1.00 X 0 0 0 CINDY TRIMPE TRUSTEE 1.00 1.00 X 0 0 0 KEVIN NEEDHAM TRUSTEE 1.00 45.00 X 0 79686 64290 JEFFREY HAMILTON TRUSTEE 1.00 45.00 X 0 105389 69071 J SCOTT PARKS TRUSTEE 1.00 48.00 X 0 124527 67385 JOHN M WRIGHT TRUSTEE 1.00 45.00 X 0 76032 63066 DARRYL ESTERLINE TRUSTEE 1.00 45.00 X 0 79136 65090 SHAUN REINOEHL TRUSTEE 1.00 45.00 X 0 85205 58778 TRENT TODD TRUSTEE 1.00 45.00 X 0 86559 60409 TRISH NORVELL TRUSTEE 1.00 1.00 X 0 0 0 HAZEL COMPTON FUND MANAGER 30.00 10.00 X 108000 0 40608 108000 636534 488697 1 0 1 0 ANTHEM INSURANCE COMPANIES INC 120 MONUMENT CIRCLE INDIANAPOLIS IN 46204 PPO NETWORK PROVIDER 1306270 ZENITH AMERICAN SOLUTIONS 5420 WEST SOUTHERN AVENUE SUITE 40 INDIANAPOLIS IN 46241 CLAIMS PROCESSING 506689 HORIZON ACTUARIAL SERVICES LLC 1040 CROWN POINTE PKWY SUITE 560 ATLANTA GA 30338 BENEFIT CONSULTANT 110178 DELTA DENTAL PLAN OF INDIANA 225 S EAST ST STE 358 INDIANAPOLIS IN 46202 DENTAL NETWORK PROVIDER 106636 4 EMPLOYER CONTRIBUTIONS 900099 45676395 45676395 PARTICIPANT/RETIREE CONTRIBUTIONS 900099 6577235 6577235 PRESCRIPTION DRUG SUBSIDIES/REBAT 900099 2976720 2976720 NATIONAL PENSION FUND SUBSIDY 900099 465279 465279 RECIPROCAL CONTRIBUTIONS 900099 312551 312551 310471 310471 56318651 3924584 3924584 73867357 73150811 716546 716546 716546 60959781 56318651 0 4641130 50110925 111456 76404 15141 31873 13030 44503 66794 79598 110178 46645 45975 14574 9851 8208 12167 PCORI FEES 20580 INTL FOUNDATION DUES 2365 50820267 6717537 8264465 3576078 3484907 5178493 5921666 78666 68962 421236 408663 20781 12573 108214894 125885883 123786449 143638456 149562 143450 202793 204872 181358 2826 533713 351148 X 0 0 0 0 123252736 143287308 123252736 143287308 123786449 143638456 10139514 9895058 0 X X 0 1 X 1 0 53963 53963 0 367273 354700 12573 12573 RECIPROCAL CONTRIBUTIONS PAYABLE 2826 2826 X 70775241 9895058 9895058 60880183 79598 79598 60959781 50740669 0 50740669 79598 79598 50820267 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN, 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 TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. X 0 0 0 J SCOTT PARKS TRUSTEE 0 124527 0 0 0 0 0 43725 0 23660 0 191912 0 0 JEFFREY HAMILTON TRUSTEE 0 105389 0 0 0 0 0 44786 0 24285 0 174460 0 0 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS PROVIDED TO THE ORGANIZATION'S ENTIRE GOVERNING BODY FOR ITS REVIEW AND APPROVAL BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C FUND PERSONNEL HAVE THE CONTINUING RESPONSIBILITY TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS AND TO IMMEDIATELY MAKE SUCH DISCLOSURES. IN ANY DETERMINATION BY THE TRUSTEES OF A CONFLICT OF INTEREST, THE PERSON WITH THE CONFLICT OF INTEREST SHALL BE EXCLUDED FROM THE DISCUSSION AND DETERMINATION OF SUCH CONFLICT. DISCLOSURE OF A CONFLICT OF INTEREST SHOULD BE MADE TO THE FUND MANAGER, WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE TRUSTEES OR A DULY CONSTITUTED COMMITTEE THEREOF. DISCLOSURE INVOLVING TRUSTEES SHOULD BE MADE TO THE CHAIRMAN OF THE BOARD OF TRUSTEES, WHO SHALL BRING THESE MATTERS TO THE TRUSTEES OR A DULY CONSTITUTED COMMITTEE THEREOF. THE TRUSTEES OR A DULY CONSTITUTED COMMITTEE THEREOF SHALL DETERMINE WHETHER A CONFLICT EXISTS AND, IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR AND REASONABLE TO THE FUND. THE DECISION OF THE TRUSTEES OR A DULY CONSTITUTED COMMITTEE THEREOF ON THESE MATTERS WILL REST IN THEIR SOLE DISCRETION, AND THEIR CONCERN SHALL BE THE WELFARE OF THE FUND AND THE ADVANCEMENT OF ITS PURPOSE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART V, LINE 2A THE NUMBER OF EMPLOYEES REPORTED ON FORM W-3, TRANSMITTAL OF WAGE AND TAX STATEMENTS, FILED FOR THE CALENDAR YEAR ENDING WITH OR WITHIN THE YEAR COVERED BY THIS RETURN INCLUDES BOTH EMPLOYEES OF THE OFFICE AND PARTICIPANTS OF THE FUND THAT HAVE RECEIVED DISABILITY PAYMENTS DURING THE YEAR. SMART LOCAL UNION NO 20 2828 EAST 45TH STREET INDIANAPOLIS IN 46205 351578996 LABOR UNION IN 501(C)(5) 0 SMW LOCAL NO 20 INDIANAPOLIS AREA PENSION TRUST FUND 2828 EAST 45TH STREET INDIANAPOLIS IN 46205 510168516 PROVIDE RETIREMENT BENEFITS TO MEMBERS OR THEIR BENEFICIARIES IN 401(A) 0 SMW LOCAL NO 20 DEFINED CONTRIBUTION PENSION FUND 2828 EAST 45TH STREET INDIANAPOLIS IN 46205 352062343 PROVIDE RETIREMENT BENEFITS TO MEMBERS OR THEIR BENEFICIARIES IN 401(A) 0 BCRC ADMINISTRATORS CONTRIBUTING EMPLOYER IN 0 JOINT APPRENTICE TRAINING FUND CONTRIBUTING EMPLOYER IN 0 NORTHERN IN SHEET METAL CONTRIBUTING EMPLOYER IN 0 SMACNA OF CENTRAL INDIANA CONTRIBUTING EMPLOYER IN 0 SMW LOCAL 20 FCU CONTRIBUTING EMPLOYER IN 0 SMW LOCAL 303 FCU CONTRIBUTING EMPLOYER IN 0 C & L SHEET METAL LLC CONTRIBUTING EMPLOYER IN 0 0 COENEN MECHANICAL LLC CONTRIBUTING EMPLOYER WI 0 0 DA DODD LLC CONTRIBUTING EMPLOYER IN 0 0 HM WHITE INC CONTRIBUTING EMPLOYER MI 0 0 METAL EXTERIOR LLC CONTRIBUTING EMPLOYER IN 0 0 NWI HEATING AND AIR SOLUTIONS INC CONTRIBUTING EMPLOYER IN 0 0 TECHNICAL BALANCE LLC CONTRIBUTING EMPLOYER IN 0 0 TONN & BLANK INC CONTRIBUTING EMPLOYER IN 0 0 A & A PRECISION HEATING CONTRIBUTING EMPLOYER IN 0 AA HUBER & SONS INC CONTRIBUTING EMPLOYER IN 0 ACE AIR INC CONTRIBUTING EMPLOYER IN 0 ADVANCED MECHANICAL SYSTEMS CONTRIBUTING EMPLOYER IN 0 AIR COMFORT CORPORATION CONTRIBUTING EMPLOYER IL 0 AIR FILTER HEATING & COOLING CONTRIBUTING EMPLOYER IN 0 ALPHA MECHANICAL CONTRIBUTING EMPLOYER KY 0 ALUMBAUGH & SON SHEET METAL CONTRIBUTING EMPLOYER IN 0 API INC CONTRIBUTING EMPLOYER MN 0 ARCHITECTURAL METAL ERECTORS INC CONTRIBUTING EMPLOYER IN 0 ARCTIC ENGINEERING CO CONTRIBUTING EMPLOYER IN 0 AREA SHEET METAL INC CONTRIBUTING EMPLOYER IN 0 ASSOCIATED ROOFING PROFESSIONALS CONTRIBUTING EMPLOYER IN 0 B & L SHEET METAL & ROOFING CONTRIBUTING EMPLOYER IN 0 B & R CONSTRUCTION LLC CONTRIBUTING EMPLOYER IN 0 B & S PLUMBING & HEATING CONTRIBUTING EMPLOYER IN 0 B & V MECHANICAL INC CONTRIBUTING EMPLOYER IN 0 BA ROMINES CONTRIBUTING EMPLOYER MI 0 BAIZE CONTRACTING CONTRIBUTING EMPLOYER IN 0 BAYLOR HEATING & AIR CONDITIONING CONTRIBUTING EMPLOYER IN 0 BHI ENERGY SPECIALTY SERVICES CONTRIBUTING EMPLOYER GA 0 BLACKMORE & BUCKNER ROOFING CONTRIBUTING EMPLOYER IN 0 BLEDSOE ENVIRONMENTAL SYSTEM TESTING CONTRIBUTING EMPLOYER IN 0 BLOOMFIELD CORPORATION CONTRIBUTING EMPLOYER IN 0 BMW CONSTRUCTORS INC CONTRIBUTING EMPLOYER IN 0 BORCHERS SHEET METAL CONTRIBUTING EMPLOYER IN 0 BRADLEY WILLIAMS INC CONTRIBUTING EMPLOYER IN 0 BRANDSAFWAY INDUSTRIES CONTRIBUTING EMPLOYER WV 0 BRIGHT SHEET METAL CONTRIBUTING EMPLOYER IN 0 BUDD MECHANICAL CONTRIBUTING EMPLOYER IN 0 C & C SHEET METAL CONTRIBUTING EMPLOYER IN 0 C & F FABRICATING CONTRIBUTING EMPLOYER IN 0 C & K UNITED SHEET METAL AND MECHANICAL INC CONTRIBUTING EMPLOYER IN 0 CAMPBELL VENTILATION INC CONTRIBUTING EMPLOYER IN 0 CENTRAL SHEET METAL CO INC CONTRIBUTING EMPLOYER IN 0 CENTRAL STATE CONSTRUCTION CONTRIBUTING EMPLOYER IL 0 CIRCLE R MECHANICAL INC CONTRIBUTING EMPLOYER IN 0 CLOVER SHEET METAL CONTRIBUTING EMPLOYER IN 0 CONKRIGHT SHEET METAL CO INC CONTRIBUTING EMPLOYER KY 0 CONTROLLED COMFORT CONTRIBUTING EMPLOYER IN 0 CORRESSELL HEATING & AC INC CONTRIBUTING EMPLOYER IN 0 CROWN CORR INC CONTRIBUTING EMPLOYER IN 0 CSL CLIMATE CONTROL CONTRIBUTING EMPLOYER IL 0 D & V PRECISION SHEET METAL INC CONTRIBUTING EMPLOYER IN 0 DALTON CLARK GROUP CONTRIBUTING EMPLOYER IN 0 DAY & ZIMMERMAN INC CONTRIBUTING EMPLOYER PA 0 DELUXE SHEET METAL CONTRIBUTING EMPLOYER IN 0 DESIGNERS SHEET METAL INC CONTRIBUTING EMPLOYER MI 0 DIRIG SHEET METAL INC CONTRIBUTING EMPLOYER IN 0 DL INDUSTRIAL INC CONTRIBUTING EMPLOYER IN 0 DMJ INDUSTRIAL CONTRACTOR INC CONTRIBUTING EMPLOYER IN 0 DUDECK RFG & SHEET METAL CONTRIBUTING EMPLOYER IN 0 DYNAMIC TEST & BALANCE CONTRIBUTING EMPLOYER IN 0 EC BABILLA INC CONTRIBUTING EMPLOYER IN 0 EAST COAST METAL SYSTEMS CONTRIBUTING EMPLOYER WV 0 ELICO HEATING & COOLING CONTRIBUTING EMPLOYER IN 0 ENGINEERED WALL SYSTEM CONTRIBUTING EMPLOYER TN 0 ESB MECHANICAL CONTRIBUTING EMPLOYER KY 0 EVANSVILLE SHEET METAL WORKS INC CONTRIBUTING EMPLOYER IN 0 FD RAMSEY & CO INC CONTRIBUTING EMPLOYER IN 0 FLO-TECH INC CONTRIBUTING EMPLOYER IN 0 FLUOR CONSTRUCTORS CONTRIBUTING EMPLOYER IN 0 FOUR SEASONS MECHANICAL CONTRIBUTING EMPLOYER IN 0 FOUR STAR SHEET METAL CONTRIBUTING EMPLOYER KY 0 GALLAGHER-KAISER CORP CONTRIBUTING EMPLOYER MI 0 GANNON METAL FAB & ERECTORS CONTRIBUTING EMPLOYER IN 0 GATLIN PLUMBING AND HEATING CONTRIBUTING EMPLOYER IN 0 GIBSON SERVICES CONTRIBUTING EMPLOYER IN 0 GLUTH BROTHERS ROOFING CO INC CONTRIBUTING EMPLOYER IN 0 GRAVES SHEET METAL CO CONTRIBUTING EMPLOYER IN 0 GRIBBINS INSULATION CO INC CONTRIBUTING EMPLOYER IN 0 HRC ROOFING & SHEET METAL CONTRIBUTING EMPLOYER IN 0 HAASE MECHANICAL CONTRACTORS CONTRIBUTING EMPLOYER KY 0 HARDESTY HEATING & COOLING CONTRIBUTING EMPLOYER IL 0 HD INDUSTRIAL CONTRIBUTING EMPLOYER IN 0 HENRY C SMITHER ROOFING CO INC CONTRIBUTING EMPLOYER IN 0 HILTON VENTILATION & INDUSTRIAL CONTRIBUTING EMPLOYER IN 0 HINSHAW ROOFING & SHEET METAL CO CONTRIBUTING EMPLOYER IN 0 HI-TECH SHEET METAL INC CONTRIBUTING EMPLOYER IN 0 ILLIANA SHEET METAL INC CONTRIBUTING EMPLOYER IN 0 INDUSTRIAL CONTRACTORS INC CONTRIBUTING EMPLOYER IN 0 INDY AIR SOLUTIONS CONTRIBUTING EMPLOYER IN 0 IWR BUILDING SYSTEMS CONTRIBUTING EMPLOYER MO 0 JE SHEKELL INC CONTRIBUTING EMPLOYER IN 0 JK ICE VENTURES INC CONTRIBUTING EMPLOYER IN 0 J-N SHEET METAL CONTRIBUTING EMPLOYER IN 0 JOHN W MCDOUGALL CONTRIBUTING EMPLOYER TN 0 JTD SPIRAL CONTRIBUTING EMPLOYER IN 0 KIRK & BLUM MFG CO CONTRIBUTING EMPLOYER OH 0 KNIGHT MECHANICAL INC CONTRIBUTING EMPLOYER IN 0 KORELLIS ROOFING CONTRIBUTING EMPLOYER IN 0 KRC ROOFING & SHEET METAL CONTRIBUTING EMPLOYER IN 0 KUEMPEL SERVICE INC CONTRIBUTING EMPLOYER OH 0 LEHMAN ROOFING INC CONTRIBUTING EMPLOYER IN 0 MAC SHEET METAL CONTRIBUTING EMPLOYER IN 0 MALL CITY MECHANICAL INC CONTRIBUTING EMPLOYER MI 0 MAPLE CITY MECHANICAL INC CONTRIBUTING EMPLOYER IN 0 MCGUFF ROOFING INC CONTRIBUTING EMPLOYER IN 0 MCINTYRE BROTHERS INC CONTRIBUTING EMPLOYER IN 0 MECHANICAL CONCEPTS INC CONTRIBUTING EMPLOYER IN 0 MECHANICAL TEST & BALANCE CONTRIBUTING EMPLOYER IN 0 MEDICH & ASSOC CONTRIBUTING EMPLOYER IN 0 MEL-KAY MECHANICAL CONTRIBUTING EMPLOYER IN 0 MERZ AC & HEATING CONTRIBUTING EMPLOYER IL 0 METAL ART INC CONTRIBUTING EMPLOYER IN 0 MICHIANA SHEET METAL LLC CONTRIBUTING EMPLOYER IN 0 MIDLAND ENGINEERING CO CONTRIBUTING EMPLOYER IN 0 MID-STATE CONTRACTING CONTRIBUTING EMPLOYER WI 0 MIDWEST ASSOCIATES CONTRIBUTING EMPLOYER IN 0 MIDWEST MECHANICAL SERVICES INC CONTRIBUTING EMPLOYER IN 0 MIDWEST REFRIGERATION CORP CONTRIBUTING EMPLOYER IN 0 MIDWEST ROOFING & INSULATION CONTRIBUTING EMPLOYER IN 0 MIDWEST ROOFING SHEET METAL CONTRIBUTING EMPLOYER IN 0 MISSOURI BUILDERS SERVICE INC CONTRIBUTING EMPLOYER MO 0 MOORE METAL WORKS LLC CONTRIBUTING EMPLOYER IN 0 MORRIS SHEET METAL CONTRIBUTING EMPLOYER IN 0 MURRAY SHEET METAL CO INC CONTRIBUTING EMPLOYER WV 0 NEW JAC INC CONTRIBUTING EMPLOYER IN 0 NORTHERN INDIANA ENERGY MANAGEMENT INC CONTRIBUTING EMPLOYER IN 0 PEAK MECHANICAL LLC CONTRIBUTING EMPLOYER IN 0 PLATINUM SPECIALTY SERVICES CONTRIBUTING EMPLOYER TX 0 POYNTER SHEET METAL INC CONTRIBUTING EMPLOYER IN 0 PRECON PROJECTS DESIGN AND LAYOUT CONTRIBUTING EMPLOYER IN 0 PRO PANELS CONTRIBUTING EMPLOYER IN 0 PRO-FAB SHEET METAL INC CONTRIBUTING EMPLOYER IN 0 QUALITY MECHANICAL INC CONTRIBUTING EMPLOYER IL 0 RC METAL WORX LLC CONTRIBUTING EMPLOYER IN 0 SATER ELECTRIC INC CONTRIBUTING EMPLOYER IN 0 SCHMITT REFRIGERATION INC CONTRIBUTING EMPLOYER IN 0 SCHUSTER SHEET METAL CONTRIBUTING EMPLOYER IN 0 SENDRA SERVICE CORP CONTRIBUTING EMPLOYER IL 0 SEXSON MECHANICAL CORP CONTRIBUTING EMPLOYER IN 0 SIGN CRAFTERS INC CONTRIBUTING EMPLOYER IN 0 SLATILE ROOFING & SHEET METAL CO INC CONTRIBUTING EMPLOYER IN 0 SMC CORP INC CONTRIBUTING EMPLOYER IN 0 SNYDER & LEHNEN CONTRIBUTING EMPLOYER IN 0 SOUTH TOWN REFRIGERATION CONTRIBUTING EMPLOYER IL 0 STALKERS HEATING & AIR-CONDITIONING CONTRIBUTING EMPLOYER IN 0 STEVENS ENGINEERS AND CONSTRUCTION INC CONTRIBUTING EMPLOYER OH 0 STONE & WEBSTER CONTRIBUTING EMPLOYER MA 0 SYCAMORE ENGINEERING SHEET METAL CONTRIBUTING EMPLOYER IN 0 THE CULLOM CORP CONTRIBUTING EMPLOYER IN 0 THOMAS COMPANY INC CONTRIBUTING EMPLOYER NJ 0 TKS INDUSTRIAL CONTRIBUTING EMPLOYER DE 0 TOTAL BALANCE INC CONTRIBUTING EMPLOYER IN 0 TOWN & COUNTRY SHEET METAL CONTRIBUTING EMPLOYER IN 0 TRIANGLE ENTERPRISES INC CONTRIBUTING EMPLOYER KY 0 TRINITY GROUP INC CONTRIBUTING EMPLOYER IN 0 UNITED AIR WORKS CONTRIBUTING EMPLOYER IN 0 VAN'S INDUSTRIAL INC CONTRIBUTING EMPLOYER IN 0 VIC TRIPPEL PLUMBING & HEATING CONTRIBUTING EMPLOYER IN 0 VIDIMOS INC CONTRIBUTING EMPLOYER IN 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0