2020-12-15T18:31:01-06:00 2020-01-31 510435869 Needles & Associates LLC 350 Interlocken Blvd STE 360 Broomfield CO 80021 990 2019-02-01 736098088 SHEET METAL WORKERS LOCAL 270 WELFARE FUND SHEE 9185872388 1863 NORTH 10TH EAST AVENUE TULSA OK 74116 Joshua Craig Chairman 9185872388 2020-12-15 1 Kurt D Needles CPA P00850236 3034304225 2020-12-15 23.24.139.241 2020-12-15 17:25:56 MS P F48160A868A297B8ADC61727E7B5881F6F437E8D 8194432BB8C053795966120F8A797969BBAE10F5 2019 2022-01-07 14:23:13Z Joshua Craig 1863 NORTH 10TH EAST AVENUE TULSA OK 74116 4476129 0 X N/A X 1969 OK PROVIDE HEALTH BENEFITS TO ELIGIBLE MEMBERS. 6 0 6 0 0 0 3768088 0 76984 3612079 0 96706 0 -14 3845072 3708771 0 0 2263316 2667822 0 0 0 0 0 781099 617858 3044415 3285680 800657 423091 3331786 3509865 404683 2170143 2927103 1339722 PROVIDE HEALTH BENEFITS TO ELIGIBLE MEMBERS. 0 0 PROVIDE HEALTH BENEFITS TO ELIGIBLE MEMBERS. 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 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 4 0 1 6 1 0 0 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X BOARD OF TRUSTEES 9185872388 1863 NORTH 105TH EAST AVENUE TULSA OK 74116 X Leyston Godwin President 1.00 X 0 0 0 Michael Tidwell Co-Chairman 1.00 X 0 0 0 Joshua Craig Chairman 1.00 X 0 0 0 Russell Lynch Trustee 1.00 X 0 0 0 Terry Coleman Trustee 1.00 X 0 0 0 Dan Owens Trustee 1.00 X 0 0 0 0 0 0 0 0 0 0 Blue Cross Blue Shield 225 North Michigan Ave Chicago IL 60601 PPO/ Access Fees 357399 1 Employer contributions 525100 3523809 3523809 Employee contributions 525100 80175 80175 Net reciprocity 525100 8095 8095 3612079 71364 71364 792700 767358 25342 25342 25342 Misc. 525100 -14 -14 -14 3708771 3612065 0 96706 X 2667822 2667822 88937 88937 16181 16181 11250 11250 21367 21367 430876 430876 7580 7580 5925 5925 6000 6000 560 560 2723 2723 6742 6742 Health fair expense 17324 17324 2393 2393 3285680 2667822 617858 0 490365 226178 443952 483751 293810 286392 259 23727 16024 10426 7703 2441263 64578 3331786 3509865 404683 20533 0 2149610 404683 2170143 X 2927103 1339722 2927103 1339722 3331786 3509865 423091 139138 -2149610 0 X 0 1 X 1 0 23727 16024 7703 7703 CIBNR 489286 Hour Bank 1660324 2149610 X 3847909 139138 139138 3708771 0 3708771 3285680 0 3285680 0 3285680 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 January 31, 2020 and 2019. 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 January 31, 2016. Form 990, Part VI, Section B, line 11b Form 990 is presented to the Board of Trustees for review prior to filing. Form 990, Part VI, Section B, line 12c During Bard of Trustee meetings, Trustees discuss and enforce compliance with the conflict of interest policy. Form 990, Part VI, Section C, line 18 The Form 990 is available for public inspection upon request. Form 990, Part VI, Section C, line 19 Governing documents are available to the public upon request. Form 990, Part IX, line 11g Network/claims admin/access fees: Program service expenses 0. Management and general expenses 364,885. Fundraising expenses 0. Total expenses 364,885. PPACA fees: Program service expenses 0. Management and general expenses 5,074. Fundraising expenses 0. Total expenses 5,074. Consulting fees: Program service expenses 0. Management and general expenses 60,917. Fundraising expenses 0. Total expenses 60,917. Contact fund administrator for info needed for Sch R Part III & IV N/A NA OK 74116 000000000 N/A OK 0 0 Contact fund administrator for info needed for Sch R Part III & IV N/A NA OK 74116 000000000 N/A OK 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0