2013-07-15T19:09:38-05:00 2012-11-30 510435869 Needles & Associates LLC 350 Interlocken Blvd STE 220 Broomfield CO 80021 990 2011-12-01 736104291 Mid-South Iron Workers Welfare Fund MID- 4056822323 1300 S Meridian Street Oklahoma City OK 73108 Tom Lambert 4056822323 2013-06-27 Kurt Needles P00850236 3034304225 2013-07-15 2011 2016-02-24 21:20:13Z Tom Lambert 1300 S Meridian Street Oklahoma City OK 73108 3492681 0 X N/A X 1964 OK To provide health benefits to participants and their dependents. 5 0 0 0 0 0 0 0 2879611 2949407 171183 57611 84396 39089 3135190 3046107 0 0 2033220 3259404 0 0 0 0 0 756469 385242 2789689 3644646 345501 -598539 4520852 4305389 1370423 1737998 3150429 2567391 To provide health benefits to participants and their dependents. 0 0 1924889 Blue Cross Blue Shield claims processed. 441709 RX Claims Paid 269322 Change in hour bank liability. 623484 623484 3259404 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 0 1 0 0 0 0 0 0 0 0 0 0 0 X 5 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 1.00 X 0 0 0 Tom Lambert 1.00 X 0 0 0 Ivan B Williams 1.00 X 0 0 0 Walter Ashford 1.00 X 0 0 0 John Dresher 1.00 X 0 0 0 0 0 0 0 0 0 0 Zenith American Solutions 1300 S Meridian Street Oklahoma City OK 73108 Administrative 135610 Blue Cross Blue Shield 225 North Michigan Ave Chicago IL 60601 PPO/Access Fees 129515 2 Employers' Contributio 525100 2797046 2797046 Reciprocity In 525100 165966 165966 Retiree Contributions 525100 108000 108000 COBRA Contributions 525100 19445 19445 Reciprocity Out 525100 -141050 -141050 2949407 56863 56863 447322 446574 748 748 748 Stop Loss Recoveries 525100 25559 25559 Misc. 525100 13530 13530 39089 3046107 2989244 0 56863 3259404 3259404 130253 130253 27175 27175 27404 27404 169329 169329 24649 24649 1177 1177 4450 4450 Misc. 805 805 3644646 3259404 385242 0 595999 409014 2122476 978596 468998 367368 1333379 2550411 4520852 4305389 263423 116676 1107000 1621322 1370423 1737998 X 3150429 2567391 3150429 2567391 4520852 4305389 X -598539 15501 X 0 1 1 X 0 0 Hour Bank Liability 1026322 Claims Incurred but Not Reported 595000 1621322 3046107 3644646 -598539 15501 15501 -583038 3072768 15501 15501 3057267 -11160 -11160 3046107 3141484 0 3141484 503162 503162 3644646 Description of Uncertain Tax Positions Under FIN 48: Part X: The Internal Revenue Service has determined that the Plan is exempt from federal income tax under Internal Revenue Code Section 501(c)(9). The Plan has been amended since receiving their determination letter. However, the Plans management believes that the Plan is currently designed and being operated in compliance with the applicable requirements of the Internal Revenue Code. Therefore, they believe that the Plan was qualified and the related trust tax-exempt as of the financial statement date. The Funds management reviews and evaluates its tax positions to determine whether or not there are uncertain tax positions that require financial statement recognition. Based on this review, no reserves for uncertain tax positions were required to have been recorded for the year ended November 30, 2012 and 2011. Subrogation recoveries netted with benefits paid on 990, income on FS. Form 990, Part VI, Section B, line 11 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. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 15,501. Oklahoma Iron Workers Direct Contribution Plan 1300 S Meridian STE 200 Oklahoma City OK 73108 736278639 The Plan provides pension benefits. OK 501c9 0 Info not available for Sch R Part III & IV N/A NA OK 73108 000000000 N/A OK 0 0 Info not available 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