2019-04-01T13:02:45-05:00 2018-07-31 510435869 Needles & Associates LLC 350 Interlocken Blvd STE 360 Broomfield CO 80021 990 2017-08-01 720506999 Iron Workers Welfare Fund IRON 5048311544 2540 Severn Ave No 305 Metairie LA 70001 Herman Adams Trustee 5048311544 2018-12-12 1 Kurt D Needles CPA P00850236 3034304225 2019-04-01 23.24.139.241 2019-04-01 12:01:19 MD P 8ECBBA6E546A1748E43F5658B94A81202B0E3741 8ECBBA6E546A1748E43F5658B94A81202B0E3741 2017 2019-02-21 02:37:17Z Herman Adams 2540 Severn Ave No 305 Metairie LA 70001 4947976 0 X N/A X Health Plan 1958 LA To provide health and welfare benefits to eligible participants. 6 0 0 0 0 0 0 0 3197204 3125850 308260 389703 9368 55970 3514832 3571523 0 0 3760275 3506093 0 0 0 0 0 515957 505499 4276232 4011592 -761400 -440069 9902446 9511480 1718056 1846229 8184390 7665251 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 X 6 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 5048311544 2450 Severn Ave Metairie LA 70001 X James L Savell Jr Union Trustee - Chairman 1.00 X 0 0 0 Mike O'Connor Employer Trustee 1.00 X 0 0 0 Herman Adams Union Trustee 1.00 X 0 0 0 Philip Dozier Employer Trustee - Co-Chairman 1.00 X 0 0 0 Richard Maples Employer Trustee 1.00 X 0 0 0 Colin Branton Union Trustee 1.00 X 0 0 0 0 0 0 0 0 0 0 Connecticut General Life Insurance Compa 101 Yorkshire Blvd Lexington KY 40509 Administrative 194141 Zenith American Solutions 2450 Severn Ave Metairie LA 70001 Administrative 170077 2 Employers' Contributions 525100 2618610 2618610 Reciprocity In 525100 430640 430640 Participants' Contributions 525100 76600 76600 3125850 255082 255082 1511074 1376453 134621 134621 134621 Subrogation 525100 43833 43833 12137 12137 55970 3571523 3181820 0 389703 3506093 170077 26482 30709 29479 195668 25055 CIGNA Savings Program 28029 4011592 28451 129389 482028 811286 488021 628196 8903946 7942609 9902446 9511480 25892 20454 1692164 1825775 1718056 1846229 X 8184390 7665251 8184390 7665251 9902446 9511480 -440069 -79070 0 X 0 1 X 1 0 0 Hour Bank Liability 1450775 Claims Incurred Liability 375000 1825775 X 3492453 -79070 -79070 3571523 0 3571523 3877981 -133611 -133611 4011592 0 4011592 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, 2018 and 2017. 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, 2014. Part XII, Line 2d - Other Adjustments: Change in IBNR -30,000. Change in Hour Bank -103,611. 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 2450 Severn Avenue STE 305 Metairie LA 70001 726032179 Provide pension benefits. LA 401(a) N/A 0 Mid-South Iron Workers Direct Contribution Fund 2450 Severn Avenue STE 305 Metairie LA 70001 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