2014-11-07T12:27:42-06:00 2013-12-31 470900880 CALIBRE CPA GROUP PLLC 566 WEST LAKE ST SUITE 300 CHICAGO IL 60661 990 2013-01-01 203804404 SHEET METAL WORKERS' HEALTH PLAN SHEE 7037397250 8403 ARLINGTON BLVD NO 300 FAIRFAX VA 22031 KENNETH COLOMBO CHAIRMAN 7037397250 2014-11-07 1 JOSEPH PIERSON P00189462 3126650037 2013 2015-11-30 17:44:51Z KENNETH COLOMBO 601 NORTH FAIRFAX ST SUITE 500 ALEXANDRIA VA 22314 10926033 0 X N/A X 2006 TN SEE SCHEDULE O.THE PLAN'S MISSION IS TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES. 4 4 0 0 0 0 0 0 7466390 7322995 80331 137821 14478 0 7561199 7460816 0 0 6023440 5637386 0 0 0 0 0 492598 372232 6516038 6009618 1045161 1451198 9027736 10851194 36147 68349 8991589 10782845 THE PLAN'S PRIMARY MISSION IS TO PROVIDE AND MAINTAIN MEDICAL, LIFE, ACCIDENT, SICKNESS, AND RELATED BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES IN THE AMOUNTS AND UNDER THE CONDITIONS AS SPECIFIED IN THE PLAN. 0 0 THE PLAN PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES OF SHEET METAL WORKERS' INTERNATIONAL ASSOCIATION AND OTHER CLASSES OF EMPLOYEES WHO ARE EMPLOYED BY A CONTRIBUTING EMPLOYER, BUT NOT REPRESENTED IN COLLECTIVE BARGAINING BY THE SHEET METAL WORKERS' INTERNATIONAL ASSOCIATION. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 0 0 0 X SOUTHERN BENEFIT ADMINISTRATORS 6158590131 PO BOX 1449 GOODLETTSVILLE TN 370701449 KENNETH COLOMBO CHAIRMAN/TRUSTEE 1.00 X 0 150617 52735 JAMES SHOULDERS TRUSTEE 1.00 X 0 194551 72344 JOSEPH SELLERS JR TRUSTEE 1.00 X 0 401710 66710 MARC LEBLANC TRUSTEE 1.00 X 0 249667 74779 0 996545 266568 0 0 1 0 SOUTHERN BENEFIT ADMINISTRATORS PO BOX 1449 GOODLETTSVILLE TN 370701449 PLAN ADMINISTRATOR 143000 1 EMPLOYER CONTRIBUTIONS 525100 7290325 7290325 MEDICARE RETIREE DRUG SUBISIDIES 525100 32670 32670 7322995 143229 143229 3459809 3465217 -5408 -5408 -5408 7460816 7322995 0 137821 5637386 143890 14382 11960 8720 6838 7620 4590 CLAIMS BENEFIT MANAGEME 107074 DENTAL CLAIMS MANAGEMEN 45417 PRESCRIPTION DRUG MANAG 13491 BANK CHARGES 4410 3840 6009618 389805 314320 6956595 4465486 168292 104339 1489323 5912824 23721 54225 9027736 10851194 12426 14124 23721 54225 36147 68349 X 0 0 0 0 8991589 10782845 8991589 10782845 9027736 10851194 X 1451198 340058 X 0 1 X 1 0 0 MEDICARE DRUG RETIREE SUBSIDY PAYABLE 54225 54225 0 0 0 KENNETH COLOMBO CHAIRMAN/TRUSTEE 0 150617 0 0 0 0 0 52735 0 0 0 203352 0 0 JAMES SHOULDERS TRUSTEE 0 194551 0 0 0 0 0 46104 0 26240 0 266895 0 0 JOSEPH SELLERS JR TRUSTEE 0 401710 0 0 0 0 0 42171 0 24539 0 468420 0 0 MARC LEBLANC TRUSTEE 0 249667 0 0 0 0 0 74779 0 0 0 324446 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE FULL GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTSEES REVIEW AND MONITOR THE CONFLICT OF INTEREST POLICY AS NEEDED AT THEIR QUARTERLY MEETINGS. FORM 990, PART VI, SECTION C, LINE 18 FORMS 990 AND 1023 ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 FORMS 990 AND 1023 ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART XI, LINE 9: UNREALIZED GAIN (LOSS) ON INVESTMENTS 340,058. SHEET METAL WORKERS NATIONAL PENSION 8403 ARLINGTON BOULEVARD FAIRFAX VA 22031 526112463 401 0 INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET METAL & AIR CONDITIONING IND 8403 ARLINGTON BOULEVARD FAIRFAX VA 22031 520914827 501(C)(3) 0 NATIONAL ENERGY MANAGEMENT INSTITUTE COMMITTEE 8403 ARLINGTON BOULEVARD FAIRFAX VA 22031 521311294 501(C)(6) 0 SHEET METAL WORKERS LOCAL UNION & COUNCIL 8403 ARLINGTON BOULEVARD FAIRFAX VA 22031 CA 401 INTERNATIONAL ASSOCIATION OF SHEET METAL AIR RAIL AND TRANSPORTATION WORKER 1750 NEW YORK AVENUE NW WASHINGTON DC 20006 536001972 501(C)(5) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0