2018-10-13T21:28:56-05:00 2017-12-31 621802605 DANIELS IRWIN & AYLOR 223 MADISON STREET SUITE 112 MADISON TN 371153660 990 2017-01-01 620676288 SHEET METAL WORKERS LOCAL NO 4 HEALTH AND WELFARE FUND SHEE 6158590131 PO BOX 1449 GOODLETTSVILLE TN 370701449 JOHN WILLIAMS CHAIRMAN 6158590131 2018-09-17 DOUGLAS A IRWIN P01363756 6158686008 2018-10-13 75.145.51.185 2018-10-13 21:28:56 CD P FC1DB2D7C2A4C4D935F07B7B3EA02570F54DA193 FC1DB2D7C2A4C4D935F07B7B3EA02570F54DA193 2017 2018-06-14 16:35:46Z JOHN WILLIAMS PO BOX 1449 GOODLETTSVILLE TN 370701449 3921093 false X X 1963 TN THE PROVISION OF BENEFITS TO PLAN PARTICIPANTS. 5 5 10 0 0 3126331 3424367 37897 101096 19443 44715 3183671 3570178 0 2846761 2821684 4200 6790 0 0 614183 769186 3465144 3597660 -281473 -27482 2422428 2393403 23155 21612 2399273 2371791 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 254 0 true 10 true 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 WAYNE BENNINGTON TRUSTEE 2.00 X 0 0 0 GORDON JONES SECRETARY 2.00 X 0 0 0 JASON MINK TRUSTEE 2.00 X 0 0 0 DAVID W SINK JR TRUSTEE 2.00 X 0 0 0 JOHN WILLIAMS CHAIRMAN 2.00 X 0 0 0 false false false CIGNA 1111 MARKET STREET CHATTANOOGA TN 37402 PPO 108793 1 EMPLOYER CONTRIBUTIONS 2965505 2965505 EMPLOYEE CONTRIBUTIONS 458862 458862 3424367 102011 102011 350000 350915 -915 -915 -915 STOP LOSS REIMBURSEMENT 40622 40622 CLAIMS REFUNDS 1646 1646 SUBROGATION REFUNDS 1529 1529 918 918 44715 3570178 3468167 102011 2821684 6790 79200 10800 11675 9717 120693 3244 2011 334810 EMPLOYER GROUP WAIVER PLA 178851 TRANSITIONAL REINSURANCE 9324 FIDUCIARY LIABILITY INSUR 5630 PCORI FEE 1620 1611 3597660 0 0 0 140659 309812 1349 641 239535 273364 1141 18756 2039744 1790830 2422428 2393403 23155 21612 23155 21612 X 2399273 2371791 2399273 2371791 2422428 2393403 -27482 X false true X true false X 3570178 3570178 3570178 3597660 3597660 3597660 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. PLAN MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2017, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET). 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 SYSTEMATIC TESTING & BALANCING LLC N/A false false WALKER TECHNICAL RESOURCES LTD N/A false false ALL KRAFT ERECTORS N/A false CS3 N/A false DAMON-MARCUS N/A false MORGAN & THORNBURG N/A false OH HENDRICKS & SON N/A false RALPH JONES SHEET METAL & ROOFING N/A false SOUTH CENTRAL CONTRACTORS N/A false WALKER J WALKER N/A false API GROUP N/A false AIRECON MANUFACTURING N/A false LANDMARK CONSTRUCTION & EMERGENCY S N/A false LYON SHEET METAL N/A false TRIANGLE ENTERPRISES N/A false false false false false false false false false false false false false false false false false false false false