2015-10-14T16:37:47-05:00 2014-12-31 621802605 DANIELS IRWIN & AYLOR 223 MADISON STREET SUITE 112 MADISON TN 371153660 990 2014-01-01 620676288 SHEET METAL WORKERS LOCAL NO 4 HEALTH AND WELFARE FUND SHEE 6158590131 PO BOX 1449 GOODLETTSVILLE TN 370701449 JOHN WILLIAMS CHAIRMAN 6158590131 2015-10-02 DOUGLAS A IRWIN P01363756 6158686008 2015-10-14 2014 2016-02-25 16:41:14Z 3879002 false X X 1963 TN THE PROVISION OF BENEFITS TO PLAN PARTICIPANTS. 6 6 8 0 0 2628016 2888535 7265 33979 43256 26390 2678537 2948904 0 2236789 2393137 5894 5304 0 0 702880 704397 2945563 3102838 -267026 -153934 3082022 2926957 15187 14056 3066835 2912901 THE PROVISION OF BENEFITS TO PLAN PARTICIPANTS. false false THE PROVISION OF HEALTH, TEMPORARY DISABILITY, DENTAL, VISION, DEATH AND LIFE INSURANCE BENEFITS TO PLAN PARTICIPANTS. false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false true 234 0 true 8 true false false false false false false X 6 6 true true false false false true false true true false false true true true true true true true true false X SOUTHERN BENEFIT ADMINISTRATORS 6158590131 2001 CALDWELL DRIVE GOODLETTSVILLE TN 37072 X WAYNE BENNINGTON TRUSTEE 2.00 X 0 0 0 GORDON JONES SECRETARY 2.00 X 0 0 0 SCOTT DANIEL TRUSTEE 2.00 X 0 0 0 JIMMY CLARK TRUSTEE 2.00 X 0 0 0 DAVID W SINK JR TRUSTEE 2.00 X 0 0 0 JOHN WILLIAMS CHAIRMAN 2.00 X 0 0 0 false false false CIGNA 1111 MARKET STREET CHATTANOOGA TN 37402 PPO 109346 1 EMPLOYER CONTRIBUTIONS 2474463 2474463 EMPLOYEE CONTRIBUTIONS 414072 414072 2888535 78578 78578 885499 930098 -44599 -44599 -44599 MEDICARE RETIREE DRUG SUBSIDI 18925 18925 CLAIMS REFUNDS 6721 6721 LATE PENALTIES 744 744 26390 2948904 2914925 33979 2393137 5304 79200 10804 10275 8137 126112 9286 1723 453064 FIDUCIARY LIABILITY INSUR 5500 BOND EXPENSE 224 DOCUMENT SHREDDING FEES 72 3102838 0 0 0 263645 206774 229631 244910 954 1920 2587792 2473353 3082022 2926957 15187 14056 15187 14056 X 3066835 2912901 3066835 2912901 3082022 2926957 -153934 X false true X true false 2948904 2948904 2948904 3102838 3102838 3102838 FORM 990, PAGE 6, PART VI, LINE 2 SHEET METAL WORKERS L.U. NO, 4 SHEET METAL WORKERS L.U. NO.4 TRUSTEE CHAIRMAN WORK FOR SAME LOCAL. FORM 990, PAGE 6, PART VI, LINE 3 SOUTHERN BENEFIT ADMINISTRATORS, INC. FORM 990, PAGE 6, PART VI, LINE 7A UNION TRUSTEES ARE APPOINTED BY LOCAL UNION NO.4 OF THE SHEET METAL WORKERS INTERNATIONAL ASSOCIATION, AFL-CIO WHILE EMPLOYER TRUSTEES ARE APPOINTED BY THE MECHANICAL CONTRACTORS ASSOCIATION OF MEMPHIS. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE ENTIRE BOARD OF TRUSTEES. IT IS THEN SIGNED AND FILED. FORM 990, PAGE 6, PART VI, LINE 12C CONFLICTS OF INTEREST ARE REVIEWED CONTINUALLY AND ANY ISSUES THAT ARISE ARE HANDLED AT REGULAR BOARD MEETINGS. FORM 990, PAGE 6, PART VI, LINE 15A THE MEMBERS OF THE BOARD OF TRUSTEES ARE NOT COMPENSATED IN ANY WAY. A THIRD PARTY ADMINISTRATOR WAS HIRED BY THE BOARD OF TRUSTEES TO MANAGE THE FUND AND WAS SELECTED, HAD ITS QUALIFICATIONS REVIEWED AND COMPENSATION DETERMINED BY COMPETITIVE COMPARISON BY THE ENTIRE BOARD OF TRUSTEES. FORM 990, PAGE 6, PART VI, LINE 15B THE MEMBERS OF THE BOARD OF TRUSTEES ARE NOT COMPENSATED IN ANY WAY. A THIRD PARTY ADMINISTRATOR WAS HIRED BY THE BOARD OF TRUSTEES TO MANAGE THE FUND AND WAS SELECTED, HAD ITS QUALIFICATIONS REVIEWED AND COMPENSATION DETERMINED BY COMPETITIVE COMPARISON BY THE ENTIRE BOARD OF TRUSTEES. FORM 990, PAGE 6, PART VI, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. ALL COMMUNICATIONS INCLUDE REFERENCE TO DOCUMENTS BEING AVAILABLE UPON REQUEST.