2013-08-12T14:52:05-05:00 2012-12-31 222831349 LAVINSKYHOROWITZ & POLLARD LLC 6611 WINCHESTER AVE VENTNOR NJ 08406 990 2012-01-01 221538529 SHEET METAL WORKERS LOCAL 27 HEALTH AND WELFARE FUND SHEE 7329191988 PO BOX 847 FARMINGDALE NJ 077270847 JOSEPH W SYKES JR 7329191988 2013-08-12 1 CHRIS A FOUST CPA P01274120 6098234621 X 2012 2016-02-24 21:20:13Z JOSEPH W SYKES JR PO BOX 847 FARMINGDALE NJ 077270847 13272698 0 X HTTP://WWW.SMWLU27.ORG/FUNDS.HTML X 1956 NJ TO PROVIDE HEALTH AND WELFARE BENEFITS FOR ITS MEMBERS. 6 6 2 0 0 0 0 0 11830876 8698368 280969 445456 411239 194217 12523084 9338041 0 0 10612645 11336258 232124 241259 0 0 0 1266744 318543 12111513 11896060 411571 -2558019 10523873 7829533 6482209 5828978 4041664 2000555 TO PROVIDE HEALTH AND WELFARE BENEFITS FOR ITS MEMBERS. 0 0 THE PURPOSE OF THE FUND IS TO PROVIDE HEALTH AND WELFARE BENEFITS SUCH AS MEDICAL CARE, PRESCRIPTION BENEFITS, DENTAL, VISION CARE, LIFE INSURANCE AND DEATH BENEFITS FOR ITS 737 MEMBERS. 0 0 0 0 0 0 0 0 0 1 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 0 0 0 1 6 0 1 2 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 X TRUSTEES 7329191988 322 SQUANKUM YELLOWBROOK RD FARMINGDALE NJ 077270847 X DEBBIE SCHMIDT 0.30 X 0 0 0 ROBERT M JACKSON 0.30 X 0 0 0 RICHARD BONNER 0.30 X 0 0 0 JOSEPH SYKES JR 0.30 X 0 0 0 THOMAS DEBARTOLO 0.30 X 0 0 0 GERRY LYLE 0.30 X 0 0 0 EARL NICODEMUS 0.30 X 0 0 0 0 0 0 0 0 0 0 AETNA LIFE INSURANCE COMPANY 55 LANE ROAD FAIRFIELD NJ 07004 THIRD PARTY ADMINISTRATOR OF MEDICAL BEN 495295 1 EMPLOYER CONTRIBUTIONS 525100 7596583 7596583 PARTICIPANT SELF PAYS 525100 1101785 1101785 8698368 368775 368775 4011338 3934657 76681 76681 76681 ALLOCATED OVERHEAD 525100 118987 118987 NAT. PENSION FUND REIMB 525100 71455 71455 LATE FEES 525100 3775 3775 194217 9338041 9338041 0 0 11336258 125506 54107 51230 10416 13486 41058 17282 1486 16505 5432 50977 8537 3433 11521 INSURANCE ADMINISTRATIO 538850 ADMINISTRATIVE EXPENSE 170025 INCREASE IN ESTIMATED B 120626 CONSULTANT 25400 -706075 11896060 622143 243895 387502 267626 1237889 781855 11443 25824 98382 92245 3202 6137 8147140 6389642 114554 114554 10523873 7829533 87092 77395 6395117 5751583 6482209 5828978 X 0 0 0 0 4041664 2000555 4041664 2000555 10523873 7829533 -2558019 516910 0 X X 0 1 X 1 0 98382 92245 6137 6137 ESTIMATED FUTURE LIABILITIES 4366528 ESTIMATED BENEFIT CLAIMS PAYABLE 1335630 CURRENT BENEFIT CLAIMS PAYABLE 15130 PREMIUMS DUE TO INSURANCE COMPANY 34295 5751583 X 9837669 516910 516910 9320759 17282 17282 9338041 12522312 0 12522312 17282 -643534 -626252 11896060 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2012, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO 2009. PART XII, LINE 4B - OTHER ADJUSTMENTS: NET DECREASE IN PLAN'S BENEFIT OBLIGATIONS FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WILL BE REVIEWED, APPROVED AND SIGNED BY A TRUSTEE PRIOR TO FILING, BUT WILL BE PRESENTED TO THE ENTIRE BOARD OF TRUSTEES AFTER FILING. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE FOR THE PARTICIPANTS OF THE FUND TO REVIEW AT THE FUND OFFICE. CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC FORM 990, PART VII DEBBIE SCHMIDT - P.O. BOX 307, 395 RIDGE RD., DAYTON, NJ 08810. RICHARD BONNER - 708-1 OLD SHORE RD., FORKED RIVER, NJ 08731. GERRY LYLE - P.O. BOX 545, HOWELL, NJ 07731. THE BOARD OF TRUSTEES HAS RESPONSIBILITY FOR OVERSEEING THE AUDIT AND FOR THE SELECTION OF THE INDEPENDENT AUDITOR.