2024-11-15T08:38:08-06:00 2023-12-31 043728817 TRONCONI SEGARRA & ASSOCIATES LLP 8321 MAIN STREET WILLIAMSVILLE NY 14221 990 2023-01-01 160864434 SHEET METAL WORKERS LOCAL NO 71 INDUSTRY WELFARE TRUST FUND SHEE 7168358836 24 LIBERTY AVENUE BUFFALO NY 14215 TIMOTHY BENES TRUSTEE 7168358836 2024-11-08 1 0 DIANE M STRAKA CPA P00165826 7166331373 2024-11-08 2023 2024-10-15 13:58:12Z TIMOTHY BENES 24 LIBERTY AVENUE BUFFALO NY 14215 7939764 0 X WWW.SMARTLOCAL71.COM X 1962 NY TO PROVIDE MEDICAL AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS OF THE FUND 8 6 18 0 0 0 0 0 5785283 6134832 140841 234578 27762 22426 5953886 6391836 0 0 5109769 5700787 151086 156194 0 0 0 360754 369101 5621609 6226082 332277 165754 7400880 7758491 264059 231576 7136821 7526915 TO PROVIDE MEDICAL AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS OF THE FUND 0 0 THE FUND PROVIDED HEALTH INSURANCE, DENTAL INSURANCE, LIFE INSURANCE, PRESCRIPTION DRUG BENEFITS, DISABILITY, HEALTH EXPENSE REIMBURSEMENTS AND SUPPLEMENTAL UNEMPLOYMENT BENEFITS TO ELIGIBLE PARTICIPANTS OF THE FUND. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 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 7 0 1 18 1 0 0 0 0 0 0 0 0 X 8 6 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X TIMOTHY BENES 7168358836 24 LIBERTY AVENUE BUFFALO NY 14215 ANDREW NOWAK TRUSTEE 3.00 2.00 X 0 0 0 DAVID NIEMAN TRUSTEE 3.00 2.00 X 0 0 0 JEFFREY MEYER TRUSTEE 3.00 2.00 X 5247 0 0 TIMOTHY BENES TRUSTEE 3.00 2.00 X 0 0 0 PAUL CRIST TRUSTEE THRU 12/1/23 3.00 2.00 X 0 0 0 JACK DAFGARD TRUSTEE 3.00 2.00 X 2651 0 0 JOHN EMBOW TRUSTEE 3.00 2.00 X 0 0 0 RICHARD DELOTTO TRUSTEE 3.00 2.00 X 0 0 0 MIKE NELSON TRUSTEE BEG. 12/1/23 3.00 2.00 X 0 0 0 CHARLES HAKE FUNDS ADMINISTRATOR 24.00 16.00 X 115529 0 19185 123427 0 19185 1 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 5175744 5175744 PRESCRIPTION REBATES 900099 469968 469968 STOP LOSS REFUNDS 900099 442511 442511 MEMBER CONTRIBUTIONS 900099 46609 46609 6134832 163888 163888 1618618 1547928 70690 70690 70690 NPF SUBSIDY MEDICARE ADV PREMIUM 900099 20677 20677 OTHER INCOME 900099 1749 1749 22426 6391836 6227948 0 163888 5700787 83528 42894 11557 7639 10576 8721 25760 22975 253651 11584 7236 7900 18660 1152 2303 OTHER EXPENSES 6915 PCORI FEE-ACA 2244 6226082 1130208 1049832 1078947 977549 760701 831220 5861 25942 16786 16594 1344 192 4231411 4693510 192408 180246 7400880 7758491 71651 51330 192408 180246 264059 231576 X 0 0 0 0 7136821 7526915 7136821 7526915 7400880 7758491 165754 224340 0 X 0 1 X 1 0 16786 16594 192 192 OPERATING LEASE OBLIGATION 180246 180246 6593201 224340 224340 6368861 22975 22975 6391836 6203107 0 6203107 22975 22975 6226082 FORM 990, PART VI, SECTION B, LINE 11B THE PRINCIPAL TRUSTEE ALONG WITH ONE OF THE EMPLOYER TRUSTEES REVIEWS AND SIGNS FORM 990 FORM 990, PART VI, SECTION B, LINE 12C SHEET METAL WORKERS LOCAL NO 71 WELFARE TRUST FUND HAS A CONFLICT OF INTEREST POLICY IN WHICH BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST. IN ADDITION, THE BOARD MEMBERS WILL ANNUALLY SIGN A STATEMENT AFFIRMING RECEIPT AND UNDERSTANDING OF THE POLICY AS WELL AS AN AGREEMENT TO COMPLY WITH THE POLICY FORM 990, PART VI, SECTION B, LINE 15 LINE 15A: THE FUND'S ACTIVITIES ARE MANAGED BY THE BOARD OF TRUSTEES. THE TRUSTEE POSITION ITSELF IS AN UNPAID POSITION, HOWEVER, THE TRUSTEES ARE REIMBURSED FOR LOST WAGES WHILE CONDUCTING OFFICIAL FUND BUSINESS. THE FUNDS ADMINISTRATOR'S COMPENSATION WAS DETERMINED AND APPROVED BY THE BOARD OF TRUSTEES BASED ON COMPARATIVE COMPENSATION AND IS DOCUMENTED IN A FORMAL EMPLOYMENT AGREEMENT. LINE 15B: THE FUNDS ADMINISTRATOR'S COMPENSATION PROCESS IS AS EXPLAINED IN THE RESPONSE TO LINE 15A. THE TRUSTEES ARE NOT COMPENSATED. FORM 990, PART VI, SECTION C, LINE 19 THE FUND DOES NOT MAKE ITS GOVERNING DOCUMENTS, POLICIES OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. THEY ARE PROVIDED TO PARTICIPANTS OF THE FUND UPON REQUEST SHEET METAL WORKERS LOCAL UNION NO 71 PENSION PLAN 24 LIBERTY AVENUE BUFFALO NY 14215 166051585 PENSION NY 401A N/A N/A 0 SHEET METAL WORKERS LOCAL UNION NO 71 ANNUITY FUND 24 LIBERTY AVENUE BUFFALO NY 14215 161592883 ANNUITY NY 401A N/A N/A 0 STATE UNIVERSITY OF NY BUFFALO BUFFALO BOARD OF EDUCATION CENTURY ARCHITECTURAL SHEET METAL CROSBY-BROWNLIE INC ELMER W DAVIS INC F & S ENVIRONMENTAL INC GM MECHANICAL HVAC LLC 1 GOERGEN-MACKWIRTH CO INC GROVE ROOFING SERVICES INC J R SWANSON PLUMBING HEATING & COOLING JAMESON ROOFING CO INC JOHN W DANFORTH COMPANY JOSEPH SANDERS & SONS INC KALEIDA HEALTH KALKREUTH ROOFING AND SHEET METAL LEO J ROTH CORP MERZ METAL & MACHINE SHOP MOLLENBERG-BETZ INC NIAGARA CUSTOM FABRICATION OCM CONSTRUCTION INC PROGRESSIVE ROOFING INC QUACKENBUSH ROSECROFT MECHANICAL & PLUMBLING SCHREIBER ROOFING SPRING SHEET METAL & ROOFING LLC SUSQUEHANNA SHEET METAL ERECTION SERVICE THE STATE GROUP INDUSTRIAL (USA) LTD TJV MECHANICAL LLC ULTIMA MECHANICAL LLC UNITED MECHANICAL CONTRACTING WEAVER METAL & ROOFING CO INC WILLETT BUILDERS INC FATHOM TESTING LLC GREAT LAKES ORNAMENTAL IRON INC WEST METAL WORKS 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0