2018-07-30T17:52:04-05:00 2017-11-30 510435869 Needles & Associates LLC 350 Interlocken Blvd STE 360 Broomfield CO 80021 990 2016-12-01 736104291 Mid-South Iron Workers Welfare Fund MID- 4056822323 1300 S Meridian Street No 125 Oklahoma City OK 73108 Walter Ashford Co-Chairman 4056822323 2018-07-24 1 Kurt D Needles CPA P00850236 3034304225 2018-07-30 2016 2022-09-23 18:48:47Z Walter Ashford 1300 S Meridian Street No 125 Oklahoma City OK 73108 3624967 0 X N/A X 1964 OK The Organization is a collectively bargained multiemployer benefit plan that provides health benefits to eligible participants and their dependents. 6 0 0 0 0 0 0 0 3129126 2713801 26645 38166 0 0 3155771 2751967 0 0 2602526 2543887 0 0 0 0 0 398821 354240 3001347 2898127 154424 -146160 3989465 3805432 1290021 1206439 2699444 2598993 To provide health benefits to eligible participants and their dependents. 0 0 To provide health benefits to eligible participants and their dependents. 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 1 1 1 1 0 0 0 X Board of Trustees 4056822323 1300 South Meridian Street Oklahoma City OK 73108 X Michael Richards Union Trustee - Chairman 1.00 X 0 0 0 Chris Cleaver Employer Trustee 1.00 X 0 0 0 Phillip Briant Union Trustee 1.00 X 0 0 0 Walter Ashford Employer Trustee - Co-Chairman 1.00 X 0 0 0 Dave Bennett Employer Trustee 1.00 X 0 0 0 Willie Wright Union 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 113518 Zenith American Solutions 1300 S Meridian Street Oklahoma City OK 73108 Administrative 107409 2 Employers' Contributio 525100 2264864 2264864 Reciprocity In 525100 375989 375989 Employees' Contributio 525100 111020 111020 Reciprocity Out 525100 -38072 -38072 2713801 19382 19382 891784 873000 18784 18784 18784 2751967 2713801 0 38166 2543887 107186 21489 26748 173831 15537 95 7570 Transitional Reinsuranc 1562 Misc. 222 2898127 959890 798459 224442 544731 567679 456595 2237454 2005647 3989465 3805432 38950 27426 1251071 1179013 1290021 1206439 X 2699444 2598993 2699444 2598993 3989465 3805432 -146160 45709 0 X 0 1 X 1 0 0 Hour Bank Liability 660013 Claims Incurred but Not Reported 519000 1179013 X 2797676 45709 45709 2751967 0 2751967 2970185 0 2970185 -72058 -72058 2898127 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 November 30, 2017 and 2016. 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 November 30, 2013. Part XII, Line 4b - Other Adjustments: Change in Hour Bank and IBNR liabilities -72,058. Form 990, Part VI, Section B, line 11b Form 990 was provided to the Trustees prior to filing. Form 990, Part VI, Section B, line 12c During Board 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. Oklahoma Iron Workers Direct Contribution Plan 1300 S Meridian STE 200 Oklahoma City OK 73108 736278639 The Plan provides pension benefits. OK 403(b) 0 Contact fund administrator for info needed for Sch R Part III & IV N/A NA OK 73108 000000000 N/A OK 0 0 Contact fund administrator for info needed for Sch R Part III & IV N/A NA OK 73108 000000000 N/A OK 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0