2023-10-16T16:25:15-04:00 2022-12-31 621802605 DANIELS IRWIN & AYLOR 223 MADISON STREET SUITE 112 MADISON TN 371153660 990 2022-01-01 620676288 SHEET METAL WORKERS LOCAL NO 4 HEALTH AND WELFARE FUND SHEE 6158590131 PO BOX 1449 GOODLETTSVILLE TN 370701449 MIKE THORNE CHAIRMAN 6158590131 2023-09-29 MIKE THORNE 999009999 false DOUGLAS A IRWIN P01363756 6158686008 2023-10-16 2022 2023-04-26 12:10:37Z MIKE THORNE PO BOX 1449 GOODLETTSVILLE TN 370701449 3292865 false X X 1963 TN THE PROVISION OF BENEFITS TO PLAN PARTICIPANTS. 5 5 7 0 0 3404342 3411155 71142 -350062 394050 231772 3869534 3292865 0 3084355 2930504 2665 5136 0 0 723016 609172 3810036 3544812 59498 -251947 4104621 3848734 11547 7607 4093074 3841127 THE PROVISION OF BENEFITS TO PLAN PARTICIPANTS. false false THE PROVISION OF HEALTH, TEMPORARY DISABILITY, DENTAL, VISION, DEATH AND LIFE INSURANCE BENEFITS TO PLAN PARTICIPANTS. false false false false false false false false false false false false false false 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 38 0 true 7 true false false false false false false false false X 5 5 true true false false false true false true true false false true true true true true true true true false X SOUTHERN BENEFIT ADMINISTRATORS 6158590131 2001 CALDWELL DRIVE GOODLETTSVILLE TN 37072 X MIKE THORNE CHAIRMAN 2.00 X X 0 0 0 DAVID W SINK JR SECRETARY 2.00 X X 0 0 0 LAMAR HEGWOOD TRUSTEE 2.00 X 0 0 0 JASON MINK TRUSTEE 2.00 X 0 0 0 TOMMY RIPLEY TRUSTEE 2.00 X 0 0 0 false false false SOUTHERN BENEFIT ADMINISTRATORS INC PO BOX 1449 GOODLETTSVILLE TN 370701449 THIRD PARTY ADM 109000 1 EMPLOYER CONTRIBUTIONS 2922254 2922254 EMPLOYEE CONTRIBUTIONS 488901 488901 3411155 -350062 -350062 FORMULARY REBATES 216090 216090 CLAIMS REFUNDS 11700 11700 SUBROGATION REFUNDS 3982 3982 231772 3292865 3642927 -350062 2930504 5136 96000 10984 11450 12397 106929 19587 1684 222206 EMPLOYER GROUP WAIVER PLA 115659 FIDUCIARY LIABILITY INSUR 5778 CYBER LIABILITY INSURANCE 1992 PCORI FEE 1914 2592 3544812 0 0 0 584437 710485 6910 5841 403460 374645 14816 12924 3094998 2744839 4104621 3848734 11547 7607 11547 7607 X 4093074 3841127 4093074 3841127 4104621 3848734 -251947 X false true X true false X 3292865 3292865 3292865 3544812 3544812 3544812 SCHEDULE D, PAGE 3, PART X ACCOUNTING 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. FORM 990, PAGE 6, PART VI, LINE 2 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 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 3 SOUTHERN BENEFIT ADMINISTRATORS, INC. FORM 990, PAGE 6, PART VI, LINE 7A UNION 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 11B THE 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 12C CONFLICTS OF INTEREST ARE REVIEWED CONTINUALLY AND ANY ISSUES THAT ARISE ARE HANDLED AT REGULAR BOARD MEETINGS. FORM 990, PAGE 6, PART VI, LINE 15A THE 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 15B THE 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 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. ALL COMMUNICATIONS INCLUDE REFERENCE TO DOCUMENTS BEING AVAILABLE UPON REQUEST. SHEET METAL WORKERS LU NO 4 N/A false STANDARD SHEET METAL WORKS LLC N/A false false API INC N/A false ALL KRAFT ERECTORS N/A false AMERICAN VENTURE INDUSTRIAL N/A false CS3 N/A false CROWN CORR N/A false DAMON-MARCUS N/A false LANDMARK CONSTRUCTION & EMERGENCY S N/A false MORGAN & THORNBURG N/A false OH HENDRICKS SHEET METAL N/A false RALPH JONES SHEET METAL & ROOFING N/A false VENTCON N/A false WALKER J WALKER N/A false false false false false false false false false false false false false false false false false false false false