2020-02-03T13:12:54-06:00 2019-03-31 550810153 HALEY & ASSOCIATES LLC 5000 SUNNYSIDE AVENUE 300 BELTSVILLE MD 20705 990 2018-04-01 526038494 SHEET METAL WORKERS' LOCAL 100 HEALTH BENEFIT PLAN SHEE 5032825581 3140 NE BROADWAY ST PORTLAND OR 97208 RICHARD LABILLE III TRUSTEE 3015688655 2020-02-03 1 MATTHEW T HALEY P00574641 3015955600 2020-01-27 96.241.205.66 2020-02-03 14:12:45 ES P 777D7DB78825553F215455048CB5B97D181024ED B6FD9A9C1EF33D1DEACE1FCE51504B997B1B4BF8 2018 2020-09-23 17:36:50Z RICHARD LABILLE III 4725 SILVER HILL ROAD SUITLAND MD 20746 35751511 0 X N/A X 1950 DC TO PROVIDE HEALTH BENEFITS FOR PARTICIPANTS AND THEIR DEPENDENTS. 10 10 0 0 0 0 0 0 26081958 27301635 356945 318160 433579 282493 26872482 27902288 0 0 20322864 23040243 0 0 0 0 0 908988 928440 21231852 23968683 5640630 3933605 27090205 31366964 756095 590871 26334110 30776093 TO PROVIDE HEALTH BENEFITS FOR PARTICIPANTS AND THEIR DEPENDENTS. 0 0 23968683 27902288 TO PROVIDE HEALTH BENEFITS FOR PARTICIPANTS AND THEIR DEPENDENTS. 23968683 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 1 0 0 1 3 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 1 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 X WILLIAM C EARHART COMPANY INC 5032825581 PO BOX 4148 PORTLAND OR 97208 NORBERT KLUSMANN TRUSTEE 1.00 40.00 X 0 0 0 KATHLEEN BIGELOW TRUSTEE 1.00 X 0 0 0 DALE TRUNNELL TRUSTEE 1.00 X 0 0 0 RICHARD D LABILLE III TRUSTEE 1.00 40.00 X 0 133025 0 GEOFFREY PARKS TRUSTEE 1.00 X 0 0 0 R SCOTT GREGORY TRUSTEE 1.00 X 0 0 0 BERNARD BRILL TRUSTEE 1.00 X 0 0 0 EDWARD WHALEN TRUSTEE 1.00 40.00 X 0 0 0 JOHN DUMLER TRUSTEE 1.00 X 0 0 0 MICHAEL NOBLE TRUSTEE 1.00 40.00 X 0 0 0 0 133025 0 0 0 0 0 CIGNA 900 COTTAGE GROVE ROAD BLOOMFIELD CT 06002 HEALTH COVERAGE 722122 WILLIAM C EARHART CO 3140 NE BROADWAY ST PORTLAND OR 97232 ADMINISTRATOR 683394 FIRST AMERICAN ADMINISTRATORS PO BOX 8504 MASON OH 45040 VISION BENEFITS 167061 3 EMPLOYER CONTR. 900099 24693862 24693862 SELF PAY CONTR. 900099 2607773 2607773 27301635 555617 555617 7611766 7849223 -237457 -237457 -237457 MEDICARE SUBSIDY 900099 282493 282493 282493 27902288 27902288 0 0 23040243 678921 38266 42334 61852 33526 29491 35480 PCORI FEE 8229 PUBLICATIONS 341 23968683 4439199 2630697 23965 19962 2009070 2277849 20617971 26438456 27090205 31366964 756095 590871 756095 590871 X 26334110 30776093 26334110 30776093 27090205 31366964 3933605 508378 0 X 0 1 X 0 0 0 X 28348814 508378 -61852 446526 27902288 0 27902288 23906831 0 23906831 61852 61852 23968683 PART X, LINE 2: THE PLAN HAS ADOPTED THE PROVISIONS OF FASB GUIDANCE ON, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS DETERMINED THAT THE PLAN HAS NO MATERIAL UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION. THE FEDERAL INCOME TAX RETURNS OF THE PLAN FOR 2017, 2016 AND 2015 ARE SUBJECT TO EXAMINATION BY THE IRS AND/OR DOL AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT EXPENSES TAKEN DIRECTLY OFF OF INVESTMENT INCOME -61,852. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES TAKEN DIRECTLY OFF OF INVESTMENT INCOME 61,852. FORM 990, PART VI, SECTION A, LINE 3 THE BOARD OF TRUSTEES CONTRACTS WITH WILLIAM C EARHART AS THE THIRD PARTY ADMINISTRATOR FOR THE PLAN. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PROVIDED FOR REVIEW TO THE ADMINISTRATOR OF THE FUND. FORM 990, PART VI, SECTION C, LINE 18 ORGANIZATION IS A 501(C)9 FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS AND TAX FORMS ARE PROVIDED UPON REQUEST TO THE PLAN OFFICE. SMART LOCAL 100 VACATION PLAN 4725 SILVER HILL ROAD SUITLAND MD 20746 530803417 FUND ESTABLISHED TO PAY VACATION BENEFITS TO UNION MEMBERS MD 501 (C) 5 0 SMART LOCAL 100 PENSION FUND 4725 SILVER HILL ROAD SUITLAND MD 20746 526038495 FUND ESTABLISHED TO ASSIST PENSION DEVELOPMENT OF UNION MEMBERS MD 501 (A) 0 SMART LOCAL 100 APPRENTICE FUNDS 4725 SILVER HILL ROAD SUITLAND MD 20746 520259080 THE TRAINING AND EDUCATION OF APPRENTICE SHEET METAL WORKERS MD 501 (C) 9 0 SMART LOCAL 100 APPRENTICE FUNDS 4725 SILVER HILL ROAD SUITLAND MD 20746 530143440 REPRESENT MEMBERS TO BARGAIN FOR IMPROVED WAGES,AND BENEFITS MD 501 (C) 5 0 SMART LOCAL 100 SCHOLARSHIP FUND 4725 SILVER HILL ROAD SUITLAND MD 20746 526538598 TO AWARD SCHOLARSHIPS TO DEPENDENTS OF UNION MEMBERS MD 501 (C) 3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0