2024-10-07T14:29:30-05:00 2023-12-31 341667340 PACKER THOMAS 6601 WESTFORD PLACE SUITE 101 CANFIELD OH 44406 990 2023-01-01 346751847 SHEET METAL AIR RAIL & TRANSPORTATION LOCAL NO 33 YOUNGSTOWN DISTRICT SHEE 3302700453 3660 STUTZ DRIVE SUITE 101 CANFIELD OH 44406 AUTHORIZED OFFICER TRUSTEE 3302700453 2024-10-07 1 0 JOSEPH M CASTOR CPA P01278550 3305339777 2024-10-07 2023 2024-10-15 13:58:12Z ROB BODNAR 3660 STUTZ DRIVE SUITE 101 CANFIELD OH 44406 5599523 0 X N/A X 1976 OH TO PROVIDE PAYMENT OF MEDICAL, ACCIDENT, AND DEATH BENEFITS FOR MEMBERS AND THEIR DEPENDENTS. 6 5 6 0 0 0 0 0 3976794 3832474 183678 598084 110130 49921 4270602 4480479 0 0 3046532 2090617 2542 3805 0 0 0 615596 689031 3664670 2783453 605932 1697026 11493480 13402464 661132 438884 10832348 12963580 TO PROVIDE PAYMENT OF MEDICAL, ACCIDENT, AND DEATH BENEFITS FOR MEMBERS AND THEIR DEPENDENTS. 0 0 PROVIDE MEDICAL, ACCIDENT, AND DEATH BENEFITS FOR MEMBERS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 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 0 0 1 14 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X BENESYS INC 3302700453 3660 STUTZ DRIVE SUITE 101 CANFIELD OH 44406 ROB BODNAR CO-CHAIRMAN 1.00 X 0 0 0 ADAM FROELICH TRUSTEE 1.00 X 0 0 0 JESSE WRIGHT TRUSTEE 1.00 40.00 X 0 88261 0 KEVIN REILLY TRUSTEE 1.00 X 0 0 0 CHRIS STELLATO TRUSTEE 1.00 X 0 0 0 JEREMY SMITH CO-CHAIRMAN 1.00 X 0 0 0 0 88261 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 525100 3544508 3544508 MEMBER CONTRIBUTIONS 525100 287966 287966 3832474 293746 293746 1423382 1119044 304338 304338 304338 STOP LOSS REIMBURSEMENT 525100 49113 49113 OTHER INCOME 525100 808 808 49921 4480479 3882395 0 598084 2090617 3805 43539 11500 6081 156410 9693 1145 452575 BANK CHARGES 7838 MEMBERSHIP DUES 250 2783453 1529214 1479166 160643 33612 309242 287717 1918 1353 9373416 11458115 119047 142501 11493480 13402464 26278 29310 634854 409574 661132 438884 X 10832348 12963580 0 0 0 0 10832348 12963580 11493480 13402464 1697026 434206 0 X X 0 1 X 1 0 0 HEALTH REIMBURSEMENT ACCOUNT 409574 409574 X 4908604 434206 -6081 428125 4480479 0 4480479 2777372 0 2777372 6081 6081 2783453 PART X, LINE 2: THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE IRS DATED OCTOBER 9, 2007, STATING THE PLAN IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 401(A) OF THE IRC. HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN THE FINANCIAL STATEMENTS FOR UNRELATED BUSINESS TAXABLE INCOME. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRS TO MAINTAIN TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR AND THE PLAN'S TAX COUNSEL BELIEVE THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT EXPENSES -6,081. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES 6,081. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY ALL TRUSTEES OF THE BOARD AT THE QUARTERLY MEETING AND IS AUTHORIZED TO BE SIGNED. FORM 990, PART VI, SECTION B, LINE 12C THE FUND DISCUSSES THE CONFLICT OF INTEREST POLICY ANNUALLY AND DISCLOSES ANY CONFLICTS AND SIGNS THE FORM ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS OPEN TO PUBLIC INSPECTION ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE DURING NORMAL BUSINESS HOURS. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES OVERSEES THE AUDIT OF ITS FINANCIAL STATEMENTS AND MAKES THE SELECTION OF THE INDEPENDENT AUDITOR. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SHEET METAL AIR RAIL & TRANSPORTATION WORKERS LOCAL NO 33 12515 CORPORATE DR PARMA OH 44130 341568581 TO PROVIDE UNION REPRESENTATION TO ITS MEMBERS OH 501(C)(5) N/A 0 RENICK BROTHERS THOMPSON MECHANICAL INC EFFICIENCY SPECIALISTS WILLIAM PRICE HEATING TEMA ROOFING SERVICES THOMPSON HEATING & COOLING CLIMATE PROS AIRTEK SYSTEMS WAE BALANCING INC MIGHTY MIKE PHOENIX BALANCE S-J2 MECHANICAL TEMPERATURE TECHNOLOGIES D&G MECHANICALS INC 000 ENTERPRISES WILLIAM KRAMER & SONS SRI ROOFING AND SHEET METAL GEM INCORPORATED BC CONTRACTING LLC VELOCITY TAB SERVICES ROTH BROTHERS INC THORNTON & SON HEATING DE-CAL INC YORK MAHONING COMPANY ENVIRONMENTAL AIR INC W W HEATING & AC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0