2024-10-30T10:50:54-05:00 2023-12-31 431305800 UHY ADVISORS MIDWEST INC 4200 UNIVERSITY AVE SUITE 410 WEST DES MOINES IA 50266 990 2023-01-01 426498548 CEDAR RAPIDS SHEET METAL WORKERS LOCAL 263 HEALTH & WELFARE FUND CEDA 3193652810 150 FIRST AVENUE NE 450 CEDAR RAPIDS IA 52401 KEVIN NEUENDORF CHAIRMAN 3193652810 2024-10-28 1 1 MARK A CRONIN P01742902 5152225680 2024-10-28 2023 2024-10-15 13:58:12Z KEVIN NEUENDORF 150 FIRST AVENUE NE 450 CEDAR RAPIDS IA 52401 7745139 0 X N/A X 1992 IA THIS PLAN PROVIDES HEALTH & WELFARE BENEFITS TO ITS ELIGIBLE MEMBERS OF LOCAL 263. 6 0 0 0 0 0 0 0 6441487 7364666 34744 71860 0 0 6476231 7436526 0 0 4383523 5249890 0 0 0 0 0 1409858 1674015 5793381 6923905 682850 512621 3497398 4019517 146815 63789 3350583 3955728 TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE MEMBERS OF LOCAL 263. 0 0 6923905 7364666 TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE MEMBERS OF LOCAL 263. 6923905 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 45 0 0 0 0 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X BENEFITS MANAGEMENT GROUP INC 3193652810 150 FIRST AVENUE NE STE 450 CEDAR RAPIDS IA 52401 X KEVIN NEUENDORF CHAIRMAN 1.00 X X 0 0 0 RANDY SCONYERS SECRETARY - PART-YEAR 1.00 X X 0 0 0 JOHN ILTEN SECRETARY - PART-YEAR 1.00 X X 0 0 0 RUSSELL JAEGER TRUSTEE 1.00 X 0 0 0 CHRIS HALL TRUSTEE 1.00 X 0 0 0 RANDY NOVAK TRUSTEE 1.00 X 0 0 0 VALERIE DERYCKE TRUSTEE 1.00 X 0 0 0 JACOB RAMMELSBERG TRUSTEE - ALTERNATE 1.00 X 0 0 0 KIM BEST TRUSTEE - ALTERNATE 1.00 X 0 0 0 KATE WIERSON TRUSTEE - ALTERNATE 1.00 X 0 0 0 0 0 0 0 0 0 0 BENEFITS MANAGEMENT GROUP INC 150 1ST AVE NE STE 450 CEDAR RAPIDS IA 52401 PLAN ADMINISTRATION 165000 1 EMPLOYER CONTRIBUTIONS 525100 7285391 7285391 EMPLOYEE CONTRIBUTIONS 525100 79275 79275 7364666 49356 49356 331117 308613 22504 22504 22504 7436526 7364666 0 71860 5249890 165000 40000 37325 10260 467221 16152 891660 BOARD OF TRUSTEE EXPENS 16212 INSURANCE & BONDS 10196 EMPLOYEE ASSISTANCE PRO 7134 OTHER EXPENSES 7025 5830 6923905 1467746 1954897 530452 587242 7377 7275 1234243 1327023 257580 143080 3497398 4019517 96565 28453 50250 35336 146815 63789 X 0 0 0 0 3350583 3955728 3350583 3955728 3497398 4019517 512621 92524 0 X 0 1 X 0 0 0 X 7518790 92524 92524 7426266 10260 10260 7436526 6913645 0 6913645 10260 10260 6923905 PART X, LINE 2: GAAP REQUIRES FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE FUND ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 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 A COPY OF FORM 990 IS CIRCULATED TO THE CHAIRMAN OF THE JOINT BOARD OF THE FUNDS AND TO THE THIRD PARTY ADMINISTRATOR FOR REVIEW AND APPROVAL. ANY QUESTIONS ON THE FORM 990 ARE DIRECTED TO THE CHAIRMAN OF THE JOINT BOARD OF TRUSTEES OF THE FUNDS OR TO UHY ADVISORS MIDWEST, INC. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE SIGNS A CONFLICT OF INTEREST POLICY AND IS REQUIRED TO REPORT CONFLICTS TO AN APPROPRIATE INDIVIDUAL BASED ON THEIR POSITION IN THE ORGANIZATION. IF REQUIRED, AN AMENDED CONFLICT OF INTEREST DISCLOSURE AND STATEMENT FORM MAY BE REQUIRED TO BE FILED BY THE TRUSTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. LOCAL 263 CEDAR RAPIDS SHEET METAL WORKERS JOINT APPRENTICE COMMITTEE 500 66TH AVE SW CEDAR RAPIDS IA 52406 510191312 UNION APPRENTICESHIP SCHOOL TRAINING IA 501(C)(3) LINE 2 LOCAL UNION #263 0 INTERNATIONAL ASSOCIATION OF SHEET METAL AIR RAIL & TRANSPORTATION 1211 WILEY BLVD SW CEDAR RAPIDS IA 52404 420519620 DISPATCH MANPOWER & REPRESENT MEMBERS OF LOCAL 263 IA 501(C)(5) N/A N/A 0 CLIMATE ENGINEERS INC D & S SHEETMETAL INC ILTEN'S INC NOVAK HEATING CO INC T & K ROOFING COMPANY INC UNIVERSAL CLIMATE CONTROL INC MODERN SHEET METAL INC THE WALDINGER CORPORATION THE PRULL GROUP INC THE BAKER GROUP ELITE HEATING & AIR CONDITIONING ICON INDUSTRIAL SERVICES LLC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1