2017-04-18T09:37:29-05:00 2016-05-31 381357951 PLANTE & MORAN PLLC 2601 Cambridge Ct Ste 500 Auburn Hills MI 48326 990 2015-06-01 237165969 SHEET METAL WORKERS LOCAL No 80 INSURANCE TRUST FUND SHEE 2488139800 700 Tower Drive TROY MI 480983446 MARK SABA CHAIRMAN 2488139800 2017-04-14 1 LYNNE HUISMANN P00053811 2483757100 2017-04-14 2015 2021-01-29 14:40:06Z 700 Tower Drive TROY MI 480983446 20466676 0 X HTTP://WWW.SHEET80.ORG X 1964 MI PROVIDE HEALTH, LIFE, DENTAL, VISION, ORTHODONTIC, HEARING, PHARMACEUTICAL, AND WEEKLY DISABILITY. 8 1 0 0 0 0 0 0 16447488 16612112 1638502 236104 0 0 18085990 16848216 0 0 14073731 14905116 0 0 0 0 0 1382617 1381064 15456348 16286180 2629642 562036 16940967 17949817 4271299 4736531 12669668 13213286 COLLECTION OF EMPLOYER CONTRIBUTIONS AND DISBURSEMENTS OF HEALTH AND WELFARE BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WHICH IS THE EXEMPT PURPOSE OF THE FUND. 0 0 COLLECTION OF EMPLOYER CONTRIBUTIONS AND DISBURSEMENTS OF HEALTH AND WELFARE BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WHICH IS THE EXEMPT PURPOSE OF THE FUND. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 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 X 58 0 1 0 0 0 0 0 0 0 X 8 1 0 0 1 0 0 1 0 1 1 0 0 1 0 0 0 0 0 0 X BENESYS INC 2488139800 700 TOWER DRIVE STE 300 TROY MI 48098 X MR MARK SABA CHAIRMAN 0.50 40.00 X X 0 85311 48178 MR ANTHONY ASHER SECRETARY 0.50 40.00 X X 0 0 0 MR ERIC MCPHERSON TRUSTEE 0.50 40.00 X 0 75333 55178 MR DAVID KARL TRUSTEE 0.50 40.00 X 0 0 0 MR KEITH TRELFA TRUSTEE 0.50 40.00 X 0 0 0 MR NICK SERAPHINOFF TRUSTEE 0.50 40.00 X 0 0 0 MS STACY HUFFMAN TRUSTEE 0.50 40.00 X 0 541 0 MR RICK MEAD TRUSTEE 0.50 40.00 X 0 0 0 0 161185 103356 0 0 0 0 BENESYS INC 700 TOWER DRIVE SUITE 300 TROY MI 48098 ADMINISTRATIVE 482225 HEALTH ALLIANCE PLAN 2850 WEST GRAND BLVD DETROIT MI 48202 CLAIMS ADMINISTRATION 192980 MORGAN STANLEY 34901 WOODWARD AVE SUITE 300 BIRMINGHAM MI 48009 FINANCIAL ADVISING 103876 3 EMPLOYER CONTRIBUTIONS 230000 14607388 14607388 EMPLOYEE CONTRIBUTIONS 900099 2004724 2004724 16612112 349493 349493 3505071 3618460 -113389 -113389 -113389 16848216 16612112 0 236104 14905116 611170 40640 39525 103902 295928 49576 4224 2467 8032 COST OF COLLECTION 95023 CLAIMS TAX EXPENSE 79267 BANK CHARGES AND FEES 33240 EMPLOYEE ASSISTANCE SER 15600 2470 16286180 2851303 3577966 111416 77222 1174371 1157283 6631 280079 12599490 12854772 197756 2495 16940967 17949817 209993 246720 4061306 4489811 4271299 4736531 X 0 0 0 0 12669668 13213286 12669668 13213286 16940967 17949817 562036 -18418 0 X X 0 1 X 1 0 0 DEFERRED SELF-PAY REVENUE 21811 BENEFIT CLAIMS PAYABLE 4468000 4489811 16725896 -18418 -18418 16744314 103902 103902 16848216 15752278 0 15752278 103902 430000 533902 16286180 Part XII, Line 4b - Other Adjustments: INCREASE IN BENEFIT OBLIGATION PAYABLE 430,000. FORM 990, PART V, LINE 7: THE FUND MAY NOT RECEIVE DEDUCTIBLE CONTRIBUTIONS UNDER SECTION 170(C)THEREFORE, LINES 7A THROUGH 7H ARE NOT APPLICABLE. Form 990, Part VI, Section A, line 4 THE BOARD OF TRUSTEES ADOPTED AN AMENDMENT TO THE PLAN THAT REFLECTED UPDATES TO DENTAL EXPENSE BENEFITS, VISION EXPENSE BENEFITS, AND BENEFIT PROCESSING AND ADMINISTRATION. Form 990, Part VI, Section A, line 7a THE FUND IS ADMINISTERED BY A BOARD OF EIGHT TRUSTEES, COMPRISED OF FOUR UNION TRUSTEES AND FOUR EMPLOYER TRUSTEES. THE UNION TRUSTEES ARE ELECTED BY THE LOCAL UNION MEMBERSHIP, EITHER DIRECTLY INTO A TRUSTEE POSITION OR INTO AN OFFICE POSITION OF THE LOCAL UNION FROM WHICH HE HOLDS HIS FUND TRUSTEESHIP EX OFFICIO. Form 990, Part VI, Section B, line 11 THE FORM 990 IS PROVIDED TO EACH TRUSTEE BEFORE IT IS FILED WITH THE IRS. IN ADDITION, IT IS PRESENTED AND APPROVED BY THE FULL BOARD OF TRUSTEES AT A MEETING, SUBJECT TO REVIEW BY, AND APPROVAL OF, THE FUND'S LEGAL COUNSEL. Form 990, Part VI, Line 12b: EACH TRUSTEE MUST ANNUALLY ANSWER THE FIDUCIARY LIABILITY INSURANCE RENEWAL QUESTIONNAIRE, WHICH CONTAINS QUESTIONS REGARDING POTENTIAL AND ACTUAL CONFLICTS OF INTEREST. Form 990, Part VI, Section B, line 15 THE FUND DID NOT HAVE ANY EMPLOYEES THAT MET THE DEFINITIONS IN THE PLAN YEAR. IF THE FUND DID HAVE EMPLOYEES THAT MET THE LISTED DEFINITIONS, THEN ANY COMPENSATION WOULD HAVE BEEN ESTABLISHED IN ACCORDANCE WITH THE PROCESS DESCRIBED IN PART VI, LINE 15A OF FORM 990. Form 990, Part VI, Section C, line 18 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. Form 990, Part VI, Section C, 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. THE FUND DOES NOT HAVE A CONFLICT OF INTEREST POLICY. FORM 990, PART VII, LINE 1A: THE TRUSTEES OF THE FUND SERVE WITHOUT COMPENSATION FROM THE FUND, BUT SOME ARE COMPENSATED AS EMPLOYEES OF ENTITIES THAT ARE CONSIDERED RELATED ORGANIZATIONS TO THE FUND FOR PURPOSES OF FORM 990. FORM 990, PART XII, LINE 2C: THE PROCESS THE BOARD OF TRUSTEES PERFORMS, WHO ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, HAS NOT CHANGED FROM PRIOR YEAR. CITY OF DETROIT SMACNA of DETROIT 3221 W BIG BEAVER SUITE 305 TROY MI 480842896 381810154 ADVANCEMENT OF THE SHEET METAL TRADE ASSOCIATION MI 501(C)(6) 0 SHEET METAL WORKERS LOCAL UNION NO 80 APPRENTICESHIP FUND 32700 DEQUINDRE WARREN MI 48092 381795378 TO PROVIDE APPRENTICESHIP TRAINING TO ELIGIBLE MEMBERS MI 501(c)(3) Line 2 0 SHEET METAL WORKERS LOCAL UNION NO 80 ANNUITY FUND 700 TOWER DRIVE SUITE 300 TROY MI 480982808 382941426 TO provide retirement benefits for members MI 501 (A) 0 SHEET METAL WORKERS LOCAL UNION NO 80 PENSION FUND 700 TOWER DRIVE SUITE 300 TROY MI 480982808 386105633 TO provide retirement benefits for members MI 501 (A) 0 SHEET METAL WORKERS LOCAL UNION NO80 SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND 700 TOWER DRIVE SUITE 300 TROY MI 480982808 386112387 TO PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS FOR MEMBERS MI 501(c)(9) 0 SHEET METAL WORKERS LOCAL 80 INT'L ASSOCIATION 17100 WEST 12 MILE ROAD SECOND FLOO SOUTHFIELD MI 48076 381720794 ADVANCEMENT OF THE SHEET METAL WORKERS MI 501(c)(5) 0 CEI MICHIGAN LLC CLIMATE TECHNOLOGY CMR MECHANICAL LLC CONQUEST MANUFACTURING LLC CONQUEST MECHANICAL DESIGN LLC ENVIRONMENTAL TESTING SERVICES FECTEAU AIR SYSTEMS LLC H M WHITE LLC MEP MECHANICAL SERVICES LLC SDI EXTERIOR SYSTEMS LLC SUMMIT ROOFING LLC A-1 SPECIALTY SERVICES ABSOLUT BALANCING CO INC AERODYNAMICS INSPECTING COMPANY AIR SOLUTIONS INC AIRFLOW TESTING INC ALLIANCE AIR CONDITIONING & HEATING ALLIED VENTILATION INC AMERICAN MECHANICAL ANN ARBOR ROOFING COMPANY APPLEGATE INC BARMATIC INSPECTING COMPANY BARON MECHANICAL CONTRACTORS BEST IMPRESSIONS INC BLOOM ROOFING SYSTEMS INC BOMAR CONTRACTING BRINES REFRIGERATION INC BRINKER TEAM CONSTRUCTION CO BUMLER MECHANICAL INC CASS CDP ENVIRONMENTAL INC CHRISTENDETROIT CONDOR METAL ROOFING & SIDING CONTI MECHANICAL INC CORPORATE ROOFING COMPANY CRANE ROOFING INC CROWN CORR INC CSE MORSE CURBS & DAMPER DANBOISE MECHANICAL DE-CAL INC DEE CRAMER INC DETROIT CORNICE & SLATE CO INC E W ENSROTH COMPANY ECKER MECHANICAL CONTRACTORS ENVIRO-AIRE INC ERV EHLERS COMPANY EXTERIOR METALS INC FORCED AIR SYSTEMS INC GOYETTE MECHANICAL GREAT LAKES HOTEL SUPPLY COMPANY GREAT LAKES MECHANICAL GREAT LAKES MTL PANEL SYS INC HALEY MECHANICAL INC HERITAGE MECHANICAL HUTZEL PLUMBING & HEATING COMPANY INTERNATIONAL TEST & BALANCE J & J METAL PRODUCTS JD CANDLER ROOFING CO INC JOHNSON CONTROLS INC KASL ENTERPRISES INC LADUKE CORPORATION LIBERTY SHEET METAL LIMBACH COMPANY LONG MECHANICAL LYON MECHANICAL INC MW MORSS ROOFING MACOMB HEATING & COOLING MARTINEZ MECHANICAL INC MCM STAINLESS FABRICATING INC MCSHANE MECHANICAL CONTRACTING MECHANICAL DESIGN & INSTALLATION MECHANICAL SHEET METAL METRO AIR INC METRO ENVIRONMENTAL INC MJ MECHANICAL INC MOTOR CITY VENTILATION INC MW METALS NEWTON & CRANE INC NORTH ROOFING (GORDON) NORTH STAR REFRIGERATION PARTLAN-LABADIE SHEET METAL CO QUALITY ROOFING & SHEET METAL RE LEGGETTE COMPANY RW MEAD & SONS INC RENE VANASSCHE & SONS COMPANY ROBERTSON-MORRISON INC ROYAL ROOFING COMPANY INC ROYAL-WEST ROOFING & SHEET MTL S & M SHEET METAL LTD S & Z SHEETMETAL INC SANI-VAC SERVICE INC SCHENA ROOFING & SHEET METAL SCHREIBER CORPORATION SET DUCT MANUFACTURING INC SYSTEMP CORP T F BECK TEMPCO MECHANICAL CONTRACTORS UNIVERSAL WALL SYSTEMS INC VENTCON INC VENTILATION SYSTEMS INC VM SYSTEMS INC WJ O'NEIL COMPANY WEBB MECHANICAL & ELECTRICAL WITT MECHANICAL INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1