SHEET METAL WORKERS LOCAL UNION 4 HEALTH & WELFARE FUND: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SHEET METAL WORKERS LOCAL UNION 4 HEALTH & WELFARE FUND (EIN 62-0676288)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-10-16
IRS object ID
202312899349302721
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-10-16T16:25:15-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN621802605PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DANIELS IRWIN & AYLORBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1223 MADISON STREET SUITE 112AddressLine1Txt
CityMADISONCityNm
State AbbreviationTNStateAbbreviationCd
ZIP371153660ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN620676288EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHEET METAL WORKERS LOCAL NO 4BusinessNameLine1Txt
Business Name Line2HEALTH AND WELFARE FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSHEEBusinessNameControlTxt
Phone6158590131PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1449AddressLine1Txt
CityGOODLETTSVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP370701449ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMIKE THORNEPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone6158590131PhoneNum
Signature2023-09-29SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMIKEPersonFirstNm
Person LastTHORNEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOUGLAS A IRWINPreparerPersonNm
PTINP01363756PTIN
Phone6158686008PhoneNum
Preparation2023-10-16PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMIKE THORNEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1449AddressLine1Txt
CityGOODLETTSVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP370701449ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,292,865GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1963FormationYr
Legal Domicile StateTNLegalDomicileStateCd
Activity Or MissionTHE PROVISION OF BENEFITS TO PLAN PARTICIPANTS.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee7TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$3,404,342PYProgramServiceRevenueAmt
CY Program Service Revenue$3,411,155CYProgramServiceRevenueAmt
PY Investment Income$71,142PYInvestmentIncomeAmt
CY Investment Income-$350,062CYInvestmentIncomeAmt
PY Other Revenue$394,050PYOtherRevenueAmt
CY Other Revenue$231,772CYOtherRevenueAmt
PY Total Revenue$3,869,534PYTotalRevenueAmt
CY Total Revenue$3,292,865CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$3,084,355PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$2,930,504CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,665PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$5,136CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$723,016PYOtherExpensesAmt
CY Other Expenses$609,172CYOtherExpensesAmt
PY Total Expenses$3,810,036PYTotalExpensesAmt
CY Total Expenses$3,544,812CYTotalExpensesAmt
PY Revenues Less Expenses$59,498PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$251,947CYRevenuesLessExpensesAmt
Total Assets BOY$4,104,621TotalAssetsBOYAmt
Total Assets EOY$3,848,734TotalAssetsEOYAmt
Total Liabilities BOY$11,547TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,607TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,093,074NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,841,127NetAssetsOrFundBalancesEOYAmt
MissionTHE PROVISION OF BENEFITS TO PLAN PARTICIPANTS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescTHE PROVISION OF HEALTH, TEMPORARY DISABILITY, DENTAL, VISION, DEATH AND LIFE INSURANCE BENEFITS TO PLAN PARTICIPANTS.Desc
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document38IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee7EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (true)DelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSOUTHERN BENEFIT ADMINISTRATORSPersonNm
Phone6158590131PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12001 CALDWELL DRIVEAddressLine1Txt
CityGOODLETTSVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37072ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MIKE THORNE
CHAIRMAN2.00Yes (X)Yes (X)$0$0$0
DAVID W SINK JR
SECRETARY2.00Yes (X)Yes (X)$0$0$0
LAMAR HEGWOOD
TRUSTEE2.00Yes (X)$0$0$0
JASON MINK
TRUSTEE2.00Yes (X)$0$0$0
TOMMY RIPLEY
TRUSTEE2.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOUTHERN BENEFIT ADMINISTRATORS INCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1449AddressLine1Txt
CityGOODLETTSVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP370701449ZIPCd
FieldValueIRS element (for citing)
ServicesTHIRD PARTY ADMServicesDesc
Compensation$109,000CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS$2,922,254$2,922,254
EMPLOYEE CONTRIBUTIONS$488,901$488,901
FieldValueIRS element (for citing)
Total Program Service Revenue$3,411,155TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column-$350,062TotalRevenueColumnAmt
Exclusion-$350,062ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
FORMULARY REBATES$216,090$216,090
CLAIMS REFUNDS$11,700$11,700
SUBROGATION REFUNDS$3,982$3,982
FieldValueIRS element (for citing)
Other Revenue Total$231,772OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,292,865TotalRevenueColumnAmt
Related Or Exempt Func Income$3,642,927RelatedOrExemptFuncIncomeAmt
Exclusion-$350,062ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$2,930,504TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$5,136TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$96,000TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$10,984TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$11,450TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$12,397TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$106,929TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$19,587TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,684TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$222,206TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
EMPLOYER GROUP WAIVER PLA$115,659
FIDUCIARY LIABILITY INSUR$5,778
CYBER LIABILITY INSURANCE$1,992
PCORI FEE$1,914

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,592TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,544,812TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$584,437BOYAmt
EOY$710,485EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$6,910BOYAmt
EOY$5,841EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$403,460BOYAmt
EOY$374,645EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$14,816BOYAmt
EOY$12,924EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,094,998BOYAmt
EOY$2,744,839EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,104,621BOYAmt
EOY$3,848,734EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$11,547BOYAmt
EOY$7,607EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$11,547BOYAmt
EOY$7,607EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$4,093,074BOYAmt
EOY$3,841,127EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,093,074BOYAmt
EOY$3,841,127EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,104,621BOYAmt
EOY$3,848,734EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$251,947ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$3,292,865TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$3,292,865RevenueSubtotalAmt
Total Revenue Per Form990$3,292,865TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,544,812TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$3,544,812ExpensesSubtotalAmt
Total Expenses Per Form990$3,544,812TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 3, PART XFormAndLineReferenceDesc
ExplanationACCOUNTING PRINCILPLES 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 AEEET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINABLE UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 2SHEET METAL WORKERS L.U. NO, 4 SHEET METAL WORKERS L.U. NO.4 TRUSTEE CHAIRMAN WORK FOR SAME LOCAL. SHEET METAL WORKERS L.U. NO. 4 SHEET METAL WORKERS L.U. NO. 4 TRUSTEE CHAIRMAN WORK FOR SAME LOCAL SHEET METAL WORKERS L.U. NO. 4 SHEET METAL WORKERS L.U. NO. 4 TRUSTEE TRUSTEE WORK FOR SAME LOCAL
FORM 990, PAGE 6, PART VI, LINE 3SOUTHERN BENEFIT ADMINISTRATORS, INC.
FORM 990, PAGE 6, PART VI, LINE 7AUNION TRUSTEES ARE APPOINTED BY LOCAL UNION NO.4 OF THE SHEET METAL WORKERS INTERNATIONAL ASSOCIATION, AFL-CIO WHILE EMPLOYER TRUSTEES ARE APPOINTED BY THE MECHANICAL CONTRACTORS ASSOCIATION OF MEMPHIS.
FORM 990, PAGE 6, PART VI, LINE 11BTHE FORM 990 IS REVIEWED AND APPROVED BY THE ENTIRE BOARD OF TRUSTEES. IT IS THEN SIGNED AND FILED.
FORM 990, PAGE 6, PART VI, LINE 12CCONFLICTS OF INTEREST ARE REVIEWED CONTINUALLY AND ANY ISSUES THAT ARISE ARE HANDLED AT REGULAR BOARD MEETINGS.
FORM 990, PAGE 6, PART VI, LINE 15ATHE MEMBERS OF THE BOARD OF TRUSTEES ARE NOT COMPENSATED IN ANY WAY. A THIRD PARTY ADMINISTRATOR WAS HIRED BY THE BOARD OF TRUSTEES TO MANAGE THE FUND AND WAS SELECTED, HAD ITS QUALIFICATIONS REVIEWED AND COMPENSATION DETERMINED BY COMPETITIVE COMPARISON BY THE ENTIRE BOARD OF TRUSTEES.
FORM 990, PAGE 6, PART VI, LINE 15BTHE MEMBERS OF THE BOARD OF TRUSTEES ARE NOT COMPENSATED IN ANY WAY. A THIRD PARTY ADMINISTRATOR WAS HIRED BY THE BOARD OF TRUSTEES TO MANAGE THE FUND AND WAS SELECTED, HAD ITS QUALIFICATIONS REVIEWED AND COMPENSATION DETERMINED BY COMPETITIVE COMPARISON BY THE ENTIRE BOARD OF TRUSTEES.
FORM 990, PAGE 6, PART VI, LINE 19DOCUMENTS ARE AVAILABLE UPON REQUEST. ALL COMMUNICATIONS INCLUDE REFERENCE TO DOCUMENTS BEING AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1SHEET METAL WORKERS LU NO 4BusinessNameLine1Txt
FieldValueIRS element (for citing)
Direct Controlling NAN/ADirectControllingNACd
Controlled OrganizationfalseControlledOrganizationInd

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1STANDARD SHEET METAL WORKS LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Direct Controlling NAN/ADirectControllingNACd
Disproportionate AllocationsfalseDisproportionateAllocationsInd
General Or Managing PartnerfalseGeneralOrManagingPartnerInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (12 entries)

Direct Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
API INC
N/Afalse
ALL KRAFT ERECTORS
N/Afalse
AMERICAN VENTURE INDUSTRIAL
N/Afalse
CS3
N/Afalse
CROWN CORR
N/Afalse
DAMON-MARCUS
N/Afalse
LANDMARK CONSTRUCTION & EMERGENCY S
N/Afalse
MORGAN & THORNBURG
N/Afalse
OH HENDRICKS SHEET METAL
N/Afalse
RALPH JONES SHEET METAL & ROOFING
N/Afalse
VENTCON
N/Afalse
WALKER J WALKER
N/Afalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

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