2024-03-07T14:51:27-06:00 2023-04-30 310800053 CLARK SCHAEFER HACKETT & CO 1656 HENTHORNE DR SUITE 400 MAUMEE OH 43537 990 2022-05-01 341398805 SHEET METAL WORKERS LOCAL 33 FRINGE BENE SHEE 2162673344 12515 CORPORATE DRIVE PARMA OH 44130 TIM MILLER CHAIRMAN 2162673344 2024-03-05 1 TIM MILLER 999009999 1 KRISTI L LEETH P00182413 4198412848 2024-03-05 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TIM MILLER 12515 CORPORATE DRIVE PARMA OH 44130 160594 0 X WWW.SMWLU33.ORG X 1983 OH PROVIDING ADMINISTRATIVE SERVICES TO UNION BENEFIT FUNDS 7 7 27 0 0 0 0 0 174295 160217 31 377 14664 0 188990 160594 0 0 0 0 0 0 0 0 0 175496 209620 175496 209620 13494 -49026 6652801 6636477 6189658 6222360 463143 414117 PROVIDING ADMINISTRATIVE SERVICES TO UNION BENEFIT FUNDS 0 0 209620 MAINTAIN RECORDS OF ELIGIBILITY OF MEMBERS FOR THE PURPOSE OF PAYING HEALTH AND WELFARE BENEFITS AND PROCESSING CLAIMS FOR SHEET METAL WORKERS LOCAL 33 HEALTH AND WELFARE PLAN, AND ACCUMULATING CREDITS FOR MEMBERS PENSION ACCOUNT. IN ADDITION, THEY PROVIDE MISCELLANEOUS ADMINISTRATIVE SERVICES TO OTHER AFFILIATED BENEFIT PLANS. 209620 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 0 0 0 1 707 0 1 27 1 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X BENESYS INC 2488139800 700 TOWER DRIVE SUITE 300 TROY MI 48098 X TIM MILLER CHAIRMAN 2.00 X 0 0 0 DAVE LARSON LABOR TRUSTEE 1.00 X 0 0 0 JERRY DURIEUX LABOR TRUSTEE 1.00 X 0 0 0 TOM MARTIN SECTRETARY 2.00 X 0 0 0 JOHN SICKLE JR MANAGEMENT TRUSTEE 1.00 X 0 0 0 DON SKALA MANAGEMENT TRUSTEE 1.00 X 0 0 0 AARON HALL MANAGEMENT TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 ADMINISTRATIVE FEES 525100 138246 138246 ASSESSMENTS COLLECTED 525100 21971 21971 160217 377 377 160594 160217 0 377 119315 119315 17799 17799 49729 49729 2844 2844 112 112 10725 10725 BANK FEES 9033 9033 STORAGE FEES 63 63 209620 209620 0 0 6500399 6463831 140434 161452 11968 11194 6652801 6636477 245850 249435 5943808 5972925 6189658 6222360 X 463143 414117 463143 414117 6652801 6636477 -49026 0 X 0 1 X 0 0 0 DUE TO OTHER FUNDS 5972925 5972925 X 160594 0 160594 0 160594 209620 0 209620 0 209620 PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ENTITY AND HAS CONCLUDED THAT, AS OF APRIL 30, 2023, AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURNS ARE REVIEWED BY ALL TRUSTEES IN A REGULARLY SCHEDULED BOARD MEETING WITH THE IR ACCOUNTANT AND ATTORNEY PRESENT AT TIMES, IT MAY REQUIRE THAT THE RETURN BE CIRCULATED BY EMAIL WITH ALL CONCERNS BROUGHT TO THE CHAIR BEFORE THE RETURN IS FINALIZED FORM 990, PART VI, SECTION B, LINE 12C DURING THE FIRST TRUSTEES MEETING OF THE YEAR, THE DISCLOSURE STATEMENT IS DISTRIBUTED TO THE MEMBERS TO READ AND SIGN THE DISCLOSURE STATEMENT. ALL QUESTIONS AND CONCERNS ARE DISCUSSED AT THE MEETING. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST