2024-05-15T16:13:56-05:00 2023-06-30 730941849 BRYAN LITTLE HALEY & KENT PC P O BOX 2306 BARTLESVILLE OK 740052306 990 2022-07-01 736094616 LYLE HUGHART WELFARE FUND LYLE 4058484848 3717 NW 63RD STREET 100 OKLAHOMA CITY OK 73116 JOE A MCKENZIE TRUSTEE 4058484848 2024-05-08 1 JOE MCKENZIE 999009999 0 THAD KENT P00395763 9183361433 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOE A MCKENZIE 4100 N WALNUT OKLAHOMA CITY OK 73105 5172817 0 X N/A X 1956 OK THE TRUST IS A SELF-INSURED WELFARE PLAN ESTABLISHED TO PROVIDE BENEFITS TO QUALIFYING UNION EMPLOYEES OF EMPOYERS THAT HAVE AGREED TO BE BOUND BY THE COLLECTIVE BARGAINING AGREEMENT. 6 6 0 0 0 0 0 0 4383878 4982429 247345 -116437 6244 321 4637467 4866313 0 0 3438514 3702275 0 0 0 0 0 395545 720897 3834059 4423172 803408 443141 8261804 9424378 376 407845 8261428 9016533 TO PROVIDE HEALTH & WELFARE BENEFITS TO QUALIFYING UNION EMPLOYEES OF EMPLOYERS THAT HAVE AGREED TO BE BOUND BY THE COLLECTIVE BARGAINING AGREEMENT. 0 0 MEDICAL AND PRESCRIPTION COVERAGE. 0 0 0 0 0 0 0 0 0 1 0 0 0 0 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 4 0 1 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 OK X COX HOLSTED AND DIMICK PLLC 4058484848 3717 NW 63RD STREET STE 100 OKLAHOMA CITY OK 73116 X JOE A MCKENZIE TRUSTEE 2.00 X 0 0 0 JERRY G HOVARTER TRUSTEE 2.00 X 0 0 0 GARY KIRK TRUSTEE 2.00 X 0 0 0 MICHAEL CLARK TRUSTEE 2.00 X 0 0 0 HANK REAVES TRUSTEE 2.00 X 0 0 0 KYLE BELLMON TRUSTEE 2.00 X 0 0 0 0 0 0 0 0 0 0 0 CONTRIBUTIONS - EMPLOYER 525100 4946511 4946511 CONTRIBUTIONS - SELF PAY 525100 35918 35918 4982429 190067 190067 306504 -306504 -306504 -306504 OTHER INCOME 525100 321 321 321 4866313 4676246 0 190067 X 3702275 673200 294 OTHER ADMINISTRATIVE CO 47403 4423172 290903 291554 3529496 3449149 953 11276 11244 3254 32 4438151 5682690 8261804 9424378 376 407845 376 407845 X 8261428 9016533 8261428 9016533 8261804 9424378 443141 311964 0 X X 0 1 X 1 0 11276 11244 32 32 X 5178277 311964 311964 4866313 0 4866313 4423172 0 4423172 0 4423172 PART X, LINE 2: THE PLAN HAS ADOPTED THE RECOGNITION REQUIREMENTS FOR UNCERTAIN INCOME TAX POSITIONS WITH NO CUMULATIVE EFFECT ADJUSTMENT REQUIRED. INCOME TAX BENEFITS WOULD BE RECOGNIZED FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN ONLY WHEN IT IS DETERMINED THAT THE INCOME TAX POSITION WOULD MORE-THAN-LIKELY-THAN-NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE PLAN HAS ANALYZED TAX POSITIONS TAKEN FOR FILINGS WITH THE INTERNAL REVENUE SERVICE AND THE OKLAHOMA TAX COMMISSION. THE PLAN BELIEVES THAT THE POSITIONS TAKEN ON ITS INCOME TAX FILING WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE PLAN'S FINANCIAL CONDITION, OR ITS RESULTS OF OPERATIONS. ACCORDINGLY, THE PLAN HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS, FOR THE INTEREST AND PENALTIES FOR UNCERTAIN TAX POSITIONS AT JUNE 30, 2023 AND 2022. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISIDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS SENT TO ALL TRUSTEES FOR REVIEW PRIOR TO SIGNING. THE SIGNING DIRECTORS/TRUSTEES REVIEW THE COMPLETED RETURN BEFORE SIGNING. FORM 990, PART VI, SECTION B, LINE 12C TRANSACTIONS AND RECORDS ARE PERIODICALLY REVIEWED TO INSURE THAT THEY HAVE BEEN PROPERLY RECORDED, THAT INVESTMENTS OR PAYMENTS FOR GOODS AND SERVICES FURTHER THE CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE IMFORMATION IS PROVIDED UPON REQUEST. FORM 990, PART IX, LINE 11G ADMINISTRATIVE FEES 34,164. INSURANCE ADMIN FEES 602,648. LEGAL AND AUDIT 36,388. FORM 990, PART XII, LINE 2C: NO CHANGE FROM THE PRIOR YEAR TO THE OVERSIGHT AND SELECTION PROCESS.