2021-10-12T23:19:39-05:00 2020-12-31 621802605 DANIELS IRWIN & AYLOR 223 MADISON STREET SUITE 112 MADISON TN 371153660 990 2020-01-01 620676288 SHEET METAL WORKERS LOCAL NO 4 HEALTH AND WELFARE FUND SHEE 6158590131 PO BOX 1449 GOODLETTSVILLE TN 370701449 JOHN WILLIAMS CHAIRMAN 6158590131 2021-09-09 JOHN WILLIAMS 999009999 DOUGLAS A IRWIN P01363756 6158686008 2021-10-12 2020 2022-09-23 18:48:47Z JOHN WILLIAMS PO BOX 1449 GOODLETTSVILLE TN 370701449 4176305 false X X 1963 TN THE PROVISION OF BENEFITS TO PLAN PARTICIPANTS. 6 6 8 0 0 3567344 3614720 184523 185959 19724 375626 3771591 4176305 0 2518962 2961097 6228 2446 0 0 772250 741253 3297440 3704796 474151 471509 3567808 4051468 5741 17892 3562067 4033576 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 50 0 true 8 true false false false false false false false false X 6 6 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 JOHN WILLIAMS CHAIRMAN 2.00 X 0 0 0 GORDON JONES SECRETARY 2.00 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 DAVID W SINK JR TRUSTEE 2.00 X 0 0 0 false false false EMPLOYER CONTRIBUTIONS 3174169 3174169 EMPLOYEE CONTRIBUTIONS 440551 440551 3614720 185959 185959 STOP LOSS REIMBURSEMENT 207731 207731 FORMULARY REBATES 157233 157233 SUBROGATION REFUNDS 6629 6629 4033 4033 375626 4176305 3990346 185959 2961097 2446 79200 10809 12300 10862 91034 4131 393 336729 EMPLOYER GROUP WAIVER PLA 185703 FIDUCIARY LIABILITY INSUR 5712 PCORI FEE 1834 PRESCRIPTION ADMINISTRATI 1052 1494 3704796 0 0 0 351560 485119 1002557 8067 229593 395003 16264 14419 1967834 3148860 3567808 4051468 5741 17892 5741 17892 X 3562067 4033576 3562067 4033576 3567808 4051468 471509 X false true X true false X 4176305 4176305 4176305 3704796 3704796 3704796 SCHEDULE D, PAGE 3, PART X 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 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. 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 ALL KRAFT ERECTORS N/A false CS3 N/A false DAMON-MARCUS N/A false IWR BUILDING SYSTEMS N/A false KIRK & BLUM N/A false LANDMARK CONSTRUCTION & EMERGENCY S N/A false MORGAN & THORNBURG N/A false OH HENDRICKS SHEET METAL N/A false PHILLIPS GENERAL & MECHANICAL N/A false RALPH JONES SHEET METAL & ROOFING N/A false SOUTH CENTRAL CONTRACTORS 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