2024-11-15T15:09:28-06:00 2023-12-31 382157642 MANER COSTERISAN PC 2425 E GRAND RIVER SUITE 1 LANSING MI 489123291 990 2023-01-01 386099712 SHEET METAL WORKERS LOCAL 7 ZONE 1 HEALTH AND WELFARE PLAN SHEE 2488139800 700 TOWER DR STE 300 PO BOX 1156 TROY MI 480991218 DANETTE SEARS ADMINISTRATOR 2488139800 2024-11-15 1 1 AMBER RATHBUN CPA P01786612 5173237500 2024-11-14 2023 2024-10-15 13:58:12Z DANETTE SEARS 700 TOWER DR STE 300 PO BOX 1156 TROY MI 480991218 10014809 0 X N/A X 2002 MI TO PROVIDE MEDICAL AND OTHER BENEFITS FOR MEMBERS OF THIS EMPLOYEES' BENEFICIARY ASSOCIATION. 9 9 14 11 4060 0 0 0 8395291 10010749 300 4060 0 0 8395591 10014809 0 0 7805628 8311071 63227 39507 0 0 0 577946 619733 8446801 8970311 -51210 1044498 6700606 7745104 0 0 6700606 7745104 TO PROVIDE MEDICAL AND OTHER BENEFITS FOR MEMBERS OF THIS EMPLOYEES' BENEFICIARY ASSOCIATION. 0 0 PROVIDED MEDICAL AND RELATED BENEFITS FOR 937 MEMBERS AND 1,112 OF THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 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 1 0 0 1 357 0 1 14 1 1 1 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 X DANETTE SEARS 2488139800 700 TOWER DRIVE SUITE 300 TROY MI 480991218 JERRY O'BRIEN TRUSTEE 0.50 X 1190 0 0 MICHAEL ALVARADO TRUSTEE 0.50 X 1068 0 0 JAMES CALLAHAN TRUSTEE (ENDED 5/23) 0.50 X 0 0 0 VANCE SAUNDERS II TRUSTEE 0.50 X 0 0 0 BRETT WALTERS TRUSTEE 0.50 X 0 0 0 PAUL BURCHFIELD TRUSTEE 0.50 X 0 0 0 NICK ZYGADLO TRUSTEE 0.50 X 0 0 0 SAMUAL FULLER ALTERNATE TRUSTEE 0.50 X 0 0 0 ERIC FARRINGTON CO-CHAIR 0.50 X X 0 0 0 DAVID HERDER CO-CHAIR 0.50 X X 0 0 0 DANETTE SEARS ADMINISTRATOR 0.50 X 0 0 0 2258 0 0 0 0 0 0 BRONSON METHODIST HOSPITAL 601 JOHN ST KALAMAZOO MI 49007 MEDICAL SERVICES 1279681 WA FOOTE MEMORIAL HOSPITAL INC 400 HINCKLEY BLVD STE 100 JACKSON MI 49203 MEDICAL SERVICES 324376 REGENTS OF THE UNIVERSITY OF MICHIGAN 325 EAST EISENHOWER ANN ARBOR MI 48108 MEDICAL SERVICES 293995 SPECTRUM HEALTH HOSPITALS PO BOX 2127 GRAND RAPIDS MI 49501 MEDICAL SERVICES 176054 BORGESS MEDICAL CENTER PO BOX 19008 BELFAST ME 04915 MEDICAL SERVICES 168534 9 EMPLOYER CONTRIBUTIONS 900099 9271980 9271980 PRESCRIPTION DRUG REBATES 900099 379707 379707 MEMBER SELF-PAYMENTS 900099 359062 359062 10010749 4060 4060 10014809 10010749 4060 0 8311071 2258 34442 2807 13827 32370 26407 2050 3533 4755 25077 ADMINISTRATIVE FEES 488089 PRINTING & POSTAGE 18770 MICHIGAN CLAIMS TAX 4855 8970311 6700606 7745104 6700606 7745104 0 0 X 0 0 0 0 6700606 7745104 6700606 7745104 6700606 7745104 1044498 0 X X 0 1 X 1 0 0 X 10014809 0 10014809 0 10014809 8970311 0 8970311 0 8970311 PART X, LINE 2: THE MODIFIED CASH BASIS OF ACCOUNTING REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS RECEIVED BY THE PLAN ADMINISTRATOR AND LEGAL COUNSEL WHO REVIEW THE RETURN FOR ACCURACY. UPON THEIR APPROVAL, THE 990 IS MADE AVAILABLE TO THE TRUSTEES IN ELECTRONIC FORMAT. AFTER ANY CONCERNS PRESENTED BY THE TRUSTEES ARE ADDRESSED, THE ADMINISTRATOR SIGNS THE RETURN. FORM 990, PART VI, SECTION C, LINE 19 ALL INFORMATION IS MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 1 SHEET METAL WORKERS LOCAL 7, ZONE 1 HEALTH AND WELFARE PLAN USES THE MODIFIED CASH METHOD FOR THE ACCOUNTING METHOD. SHEET METAL WORKERS LOCAL 7 ZONE 1 PENSION PLAN 700 TOWER DR STE 300 TROY MI 48098 386234066 TO PROVIDE PENSION BENEFITS MI 401(A) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0