2023-10-10T12:58:00-05:00 2022-12-31 205367494 ALAN ROSS & COMPANY PC 10 HEARTHSTONE COURT SUITE 100 READING PA 19606 990 2022-01-01 232143139 SHEET METAL WORKERS LOCAL #44 WELFARE PLAN SHEE 8005526972 270 NORTH SHERMAN STREET WILKES BARRE PA 187025316 DONALD DUNNE TRUSTEE 5708294634 2023-10-02 1 DONALD DUNNE 999009999 1 ALAN D ROSS CPA P00072435 6107799555 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DONALD DUNNE 270 NORTH SHERMAN STREET WILKES BARRE PA 187025316 5853952 0 X N/A X 1954 PA PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS 6 6 5 0 0 0 0 0 4532797 4801603 43357 27932 0 0 4576154 4829535 0 0 4414186 4820344 2326 2120 0 0 0 463165 525029 4879677 5347493 -303523 -517958 2768441 2216266 235132 419630 2533309 1796636 PROVIDE PAYMENT OF HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS 0 0 5347493 PROVIDE HEALTH AND WELFARE BENEFITS FOR OUR MEMBERS 5347493 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 1 2 0 1 5 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X LAWRENCE C MUSGROVE ASSOCIATES 8005526972 1299 S COLORADO ST SALEM VA 24153 X THOMAS CONNOR TRUSTEE 5.00 X 0 0 0 DONALD DUNNE TRUSTEE 5.00 X 0 0 0 EDWARD FETCHEN TRUSTEE 5.00 X 0 0 0 LORI ESHENAUR TRUSTEE 5.00 X 0 0 0 JEFFREY SCHMUDE TRUSTEE 5.00 X 0 0 0 ROB EVANS TRUSTEE 5.00 X 0 0 0 0 0 0 0 0 0 0 HIGHMARK INC 120 FIFTH AVE PITTSBURGH PA 15222 CLAIMS PROCESSING 173726 1 EMPLOYER CONTRIBUTIONS 230000 4390848 4390848 PARTICIPANT CONTRIBUTIONS 230000 400998 400998 COBRA PREMIUM ASSISTANCE 230000 6512 6512 RECIPROCAL CONTRIBUTIONS 230000 3245 3245 4801603 39037 39037 1013312 1024417 -11105 -11105 -11105 4829535 4801603 0 27932 4820344 2120 32000 10583 12238 4893 213245 1116 1708 RECIPROCAL PAYMENTS 245059 BANK FEES 2666 PCORI TAX 1154 DUES 367 5347493 203556 270956 274919 13996 462135 415274 1559 1730 1818414 1505519 7858 8791 2768441 2216266 235132 419630 235132 419630 X 0 0 0 0 2533309 1796636 2533309 1796636 2768441 2216266 -517958 -218715 0 X 0 1 X 0 0 0 X 4360868 -218715 -218715 4579583 4893 245059 249952 4829535 4919572 0 4919572 4893 423028 427921 5347493 PART X, LINE 2: 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 INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2022, 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 EXAMINATION FOR YEARS PRIOR TO 2020. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECIPROCAL PAYMENTS 245,059. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECIPROCAL PAYMENTS 245,059. CHANGE IN BENEFIT ACCRUAL AMOUNT 177,969. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 IS PRESENTED TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO SIGNING AND SUBMITTING THE FORM TO THE IRS. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE FOR INSPECTION AT THE OFFICE OF THE THIRD PARTY ADMINISTRATOR UPON REQUEST. SHEET METAL WORKERS LOCAL 44 270 NORTH SHERMAN STREET WILKES BARRE PA 18702 240721005 LOCAL UNION 501(C)5 0 AIR BALANCING ENGINEERS 1175 N VINE STREET BERWICK PA 18603 231861329 EMPLOYER CONTRIBUTIONS PA C 318932 0 BILFINGER INDUSTRIAL SERVICES INC PO BOX 32 MEHOOPANY PA 18629 261983340 EMPLOYER CONTRIBUTIONS PA C 237652 0 SCRANTON ELECTRICAL HEATING & COOLING 240 E ELM STREET 2 SCRANTON PA 18505 232466578 EMPLOYER CONTRIBUTIONS PA C 386647 0 MARX SHEET METAL INC PO BOX 890 WILKES BARRE PA 18703 231890465 EMPLOYER CONTRIBUTIONS PA C 734521 0 POWER MECHANICAL CORP PO BOX 1048 WILKES BARRE PA 18703 232300001 EMPLOYER CONTRIBUTIONS PA C 243997 0 FETCHEN SHEET METAL REAR 329 SOUTH MAIN STREET OLD FORGE PA 18518 232646498 EMPLOYER CONTRIBUTIONS PA C 421080 0 JAMES W COX & SONS 502 MOLTKE AVENUE SCRANTON PA 18505 240825814 EMPLOYER CONTRIBUTIONS PA C 155434 0 J&E SHEETMETAL 259 OLD RIVER ROAD WILKES BARRE PA 18702 233025471 EMPLOYER CONTRIBUTIONS PA C 392675 0 SCRANTON SHEET METAL 240 E ELM STREET 2 SCRANTON PA 18505 232611346 EMPLOYER CONTRIBUTIONS PA C 142544 0 PRECISION SHEET METAL 1420 HEART LAKE ROAD SCOTT TWP PA 18433 262664002 EMPLOYER CONTRIBUTIONS PA C 226207 0 MISSION MECHANICAL INC 4818 BIRNERY AVE MOOSIC PA 18507 943435580 EMPLOYER CONTRIBUTIONS PA C 287508 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 AIR BALANCING ENGINEERS S 318932 COLLECTIVE BARGAINING AGREEMENT BILFINGER INDUSTRIAL SERVICES INC S 237652 COLLECTIVE BARGAINING AGREEMENT SCRANTON ELECTRICAL HEATING & COOLING S 386647 COLLECTIVE BARGAINING AGREEMENT MARX SHEET METAL INC S 734521 COLLECTIVE BARGAINING AGREEMENT POWER MECHANICAL CORP S 243997 COLLECTIVE BARGAINING AGREEMENT FETCHEN SHEET METAL S 421080 COLLECTIVE BARGAINING AGREEMENT JAMES W COX & SONS S 155434 COLLECTIVE BARGAINING AGREEMENT J & E SHEETMETAL S 392675 COLLECTIVE BARGAINING AGREEMENT SHEET METAL WORKERS LOCAL 44 S 70474 COLLECTIVE BARGAINING AGREEMENT SCRANTON SHEET METAL S 142544 COLLECTIVE BARGAINING AGREEMENT MISSION MECHANICAL INC S 287508 COLLECTIVE BARGAINING AGREEMENT PRECISION SHEET METAL S 226207 COLLECTIVE BARGAINING AGREEMENT