2025-03-25T09:48:52-05:00 2023-04-30 310800053 CLARK SCHAEFER HACKETT & CO 1656 HENTHORNE DR SUITE 400 MAUMEE OH 43537 990 2022-05-01 346746427 SHEET METAL WORKERS UNION LOCAL 33 CLEVELAND DIST - HEALTH BENEFITS FUND SHEE 2162673344 12515 CORPORATE DRIVE PARMA OH 44130 JOE STASTNY JR CHAIRMAN 2162673344 2025-03-24 1 1 KRISTI L LEETH P00182413 4198412848 2025-03-24 2022 2025-03-06 01:10:19Z X JOE STASTNY JR 12515 CORPORATE DRIVE PARMA OH 44130 11997419 0 X WWW.SMWLU33.ORG X 1990 OH TO PROVIDE HEALTH AND WELFARE BENEFITS FOR MEMBERS AND THEIR FAMILIES 6 6 27 0 1050239 0 0 0 9370272 10047284 375862 1050239 442713 779 10188847 11098302 0 0 7615954 7118541 22781 15214 0 0 0 2052065 1962953 9690800 9096708 498047 2001594 24646478 25729886 183340 49856 24463138 25680030 TO PROVIDE HEALTH AND WELFARE BENEFITS FOR MEMBERS AND THEIR FAMILIES 0 0 THE FUND PROVIDES VARIOUS HEALTH AND WELFARE BENEFITS FOR ELIGIBLE MEMBERS AND THEIR FAMILIES 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 0 0 0 1 1 0 1 27 1 1 1 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X BENESYS INC 2489139800 700 TOWER DRIVE SUITE 300 TROY MI 48098 X X JOE STASTNY JR CHAIRMAN 2.00 X 0 0 0 JOHN ANDERSON LABOR TRUSTEE (5/1/22-9/30/22) 1.00 X 0 0 0 HANK STRAHAN LABOR TRUSTEE 1.00 X 0 0 0 THOMAS MARTIN SECRETARY/TREASURER 2.00 X 0 0 0 DON SKALA MANAGEMENT TRUSTEE 1.00 X 0 0 0 MIKE STEIDEL MANAGEMENT TRUSTEE 1.00 X 0 0 0 GARY SCHMITT LABOR TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 BENESYS 700 TOWER DRIVE TROY MI 48098 ADMINISTRATIVE SERVICES 392285 1 X EMPLOYER CONTRIBUTIONS 525100 8755795 8755795 SELF CONTRIBUTIONS 525100 1291489 1291489 10047284 525158 525158 1424198 899117 525081 525081 525081 LITIGATION SETTLEMENTS 525100 603 603 REFUNDS & REIMBURSEMENTS 525100 176 176 779 11098302 10048063 1050239 0 7118541 15214 38511 5500 11353 727581 61899 1527 1116582 9096708 X 2325967 3342573 1462098 1471648 1735241 1563075 19117566 19347805 5606 4785 24646478 25729886 183340 49856 183340 49856 X 24463138 25680030 24463138 25680030 24646478 25729886 2001594 -784702 0 X X 0 1 X 0 0 0 10302247 -784702 -784702 11086949 11353 11353 11098302 9085355 0 9085355 11353 11353 9096708 FORM 990 PART I LINES 12 AND 18 AUDITED FINANCIAL STATEMENTS WERE NOT AVAILABLE AT TIME OF FILING. RETURN IS BEING AMENDED TO REFLECT AUDITED FINANCIAL STATEMENT FIGURES. LINE 12 TOTAL REVENUE DECREASED BY $334,097. LINE 18 TOTAL EXPENSES DECREASED BY $346,908. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY THE AUDITING FIRM. A COPY IS PROVIDED TO ALL TRUSTEE MEMBERS AND REVIEWED AT THE BOARD OF TRUSTEES MEETING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE COMPLETED ANNUALLY BY EACH BOARD MEMBER AND RETURNED TO THE ATTORNEY'S OFFICE FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC. FORM 990 PART XII, LINE 2B AUDITED FINANCIAL STATEMENTS WERE NOT AVAILABLE AT TIME OF FILING. RETURN IS BEING AMENDED TO REFLECT AUDITED FINANCIAL STATEMENT FIGURES. PART XII LINE 2B HAS BEEN UPDATED TO REFLECT AUDITED FINANCIAL STATEMENTS. SCH D PART XI RECONCILIATION OF NET ASSETS HAS BEEN ADDED. FORM 990 PART VIII LINE 7D AUDITED FINANCIAL STATEMENTS WERE NOT AVAILABLE AT TIME OF FILING. RETURN IS BEING AMENDED TO REFLECT AUDITED FINANCIAL STATEMENT FIGURES. NET GAIN AMOUNT ADJUSTED TO THE PROPER CLASSIFICATION OF EXCLUDED FROM TAX UNDER SECTIONS 512-514. FORM 990 PART X LINE 32 AUDITED FINANCIAL STATEMENTS WERE NOT AVAILABLE AT TIME OF FILING. RETURN IS BEING AMENDED TO REFLECT AUDITED FINANCIAL STATEMENT FIGURES. LINE 4 ACCOUNTS RECEIVABLE INCREASED BY $12,811. LINE 32 NET ASSETS INCREASED BY $12,811. FORM 990 PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS PROCESS FROM THE PRIOR YEAR. E-FILING OF THE 990-T WAS NOT AVAILABLE AS OF THE DUE DATE OF THE RETURN