2026-04-26T16:05:16-07:00 2025-06-30 464370753 Baldwin Moffitt Behm LLP 3200 N Hayden Rd Ste 323 Scottsdale AZ 85251 990 2024-07-01 876119330 Utah Sheet Metal Welfare Fund UTAH 8012663271 5251 Green Street Suite 200 Murray UT 84123 GARRETT YATES Chairman 2026-04-26 true true Robert H Baldwin P00815972 4807369200 2024 2025-03-06 01:10:19Z GARRETT YATES 5251 Green Street Suite 200 Murray UT 841232995 37668357 false X N/A X 1954 UT THIS TRUST FUND IS A COLLECTIVELY BARGAINED TAFT-HARTLEY MULTIEMPLOYER HEALTH AND WELFARE PLAN. IT PROVIDES HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND BENEFICIARIES WHO ARE ELIGIBLE UNDER THE TERMS OF THE TRUST AGREEMENT. 8 6 0 6 0 0 14974345 16664256 522642 1240134 251 0 15497238 17904390 0 12870065 16945970 5542 15451 0 0 1307053 1678590 14182660 18640011 1314578 -735621 22874386 22164635 470239 353613 22404147 21811022 THIS TRUST FUND IS A COLLECTIVELY BARGAINED TAFT-HARTLEY MULTIEMPLOYER HEALTH AND WELFARE PLAN. IT PROVIDES HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND BENEFICIARIES WHO ARE ELIGIBLE UNDER THE TERMS OF THE TRUST AGREEMENT. false false TO PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND BENEFICIARIES WHO ARE ELIGIBLE UNDER THE TERMS OF THE TRUST AGREEMENT. false false false false false false false false false false false false false true true 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 true false false true 5 0 true 0 false false false false false false false false X 8 6 false true false false false false false true true false false true true true true true true false false false X SOUTHWEST SERVICE ADMINISTRATO 8012932433 5251 GREEN STREET SUITE 200 MURRAY UT 84123 X STEPHEN RICHARDS Chairman 1.00 0.00 X X 0 0 0 TONY ERICKSEN CO-CHAIRMAN 1.00 0.00 X X 0 0 0 Cody Leamaster Trustee 1.00 0.00 X 0 0 0 WILL MATTHEWS Trustee 1.00 0.00 X 0 0 0 GARRETT YATES Chairman 1.00 0.00 X 0 0 0 CHASE DEEDS Trustee 1.00 0.00 X 0 0 0 Melvin Price Trustee 1.00 0.00 X 0 0 0 Rich Marker Trustee 1.00 0.00 X 0 0 0 0 false false false SOUTHWEST SERVICE ADMINISTRATORS 5251 GREEN STREET SUITE 200 MURRAY UT 84123 ADMINISTRATIVE 294073 CIGNA HEALTH AND LIFE INSURANCE COMPANY 900 COTTAGE GROVE ROAD BLOOMFIELD CT 06002 CLAIMS ADMIN 667317 SPENCER FANE 1700 LINCOLN ST STE 2000 DENVER CO 80203 LEGAL 112858 3 0 EMPLOYEE CONTRIBUTIONS 525100 187995 187995 EMPLOYER CONTRIBUTIONS 525100 16476261 16476261 16664256 461207 461207 0 0 0 20542894 19763967 778927 778927 778927 0 0 0 0 17904390 17443183 461207 0 0 0 16945970 0 0 0 0 0 15451 294073 114972 18639 0 0 75915 86728 0 0 0 0 0 0 0 0 0 0 0 27299 Medical Review 853670 Counseling & family resources 67448 Printing and Publications 45261 Bank Fees 34520 60065 18640011 0 0 0 3329754 1242954 113685 168884 0 1533756 2088539 0 0 0 0 43439 42647 0 17853752 18621611 0 0 0 0 22874386 22164635 91061 55603 379178 298010 470239 353613 X 22404147 21811022 22404147 21811022 22874386 22164635 -735621 142496 X false true X true false Due to Broker for Securities Purchased 78371 Overdrawn Bank Balance 219639 298010 X 17970971 142496 142496 17828475 75915 75915 17904390 18564096 18564096 75915 75915 18640011 Part X : FIN48 Footnote 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 THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JUNE 30, 2024 AND 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. Form 990, Part VI, Section A, Line 3 THE TRUST'S MANAGEMENT DUTIES, INCLUDING ACCOUNTING FUNCTIONS AND PAYMENTS OF BENEFITS TO ITS MEMBERS, ARE PROVIDED BY A THIRD PART ADMINISTRATOR, SOUTHWEST SERVICE ADMINISTRATORS. Form 990, Part VI, Section B, Line 11b THE BOARD OF TRUSTEES RETAINS AN INDEPENDENT CPA FIRM TO PERFORM AN ANNUAL AUDIT AND PREPARE THE ANNUAL TAX FORM 990. THE 990 IS REVIEWED BY THE BOARD OF TRUSTEES AND ONCE THE TRUSTEES ARE SATISFIED THAT THE RETURN IS COMPLETE AND ACCURATE, THEY AUTHORIZE THE CPA TO ELECTRONICALLY FILE IT. Form 990, Part VI, Section B, Line 12c THE TRUSTEES ATTEST IN WRITING THAT THEY DO NO HAVE ANY CONFLICTS OF INTEREST OR DECLARE TO THE BOARD WHAT THE POTENTIAL CONFLICT IS SO THE TRUSTEES CAN REVIEW THE POTENTIAL CONFLICT. Form 990, Part VI, Section C, Line 19 THE TRUST WILL PROVIDE A COPY OF ANY DOCUMENT WHICH IS OPEN FOR PUBLIC INSPECTION ONCE THEY RECEIVE A REQUEST. SHEET METAL WORKERS LOCAL 312 2261 S REDWOOD RD STE 16 SALT LAKE CITY UT 84119 870184029 LABOR UNION UT 501(C)(5) N/A false UTAH SHEET METAL PENSION TRUST 5251 GREEN STREET STE 200 MURRAY UT 84123 876156446 PENSION PLAN UT 501(C)(9) N/A false various See Attached murray UT 84123 contractor UT N/A false false false false false false false false false false false false false false false false false false false false