2024-11-15T17:59:42-06:00 2023-12-31 430831507 ANDERS MINKLER HUBER & HELM LLP 800 MARKET STREET SUITE 500 ST LOUIS MO 631012501 990 2023-01-01 371196886 STEAMFITTERS LOCAL 439 HEALTH & WELFARE FUND STEA 6186246096 1220 DONALD BAILEY DRIVE CASEYVILLE IL 622322086 CHARLIE BAILEY TRUSTEE 6186246096 2024-10-03 1 0 STEPHANIE H JONES P01649363 3146555500 2023 2024-10-15 13:58:12Z CHARLIE BAILEY 1220 DONALD BAILEY DRIVE CASEYVILLE IL 62232 12486595 0 X N/A X 1986 IL PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS. 6 0 0 0 0 0 0 0 2592380 3276102 672458 -50948 92989 105454 3357827 3330608 0 0 2858830 3633364 22400 22964 0 0 0 131850 132504 3013080 3788832 344747 -458224 8120018 8534472 16490 97211 8103528 8437261 NONE 0 0 PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS. 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X CHARLIE BAILEY 6186246096 1120 DONALD BAILEY DRIVE CASEYVILLE IL 622322086 WADE GOLDSCHMIDT TRUSTEE 1.00 X 0 0 0 MARK THOMAS TRUSTEE 1.00 39.00 X 0 116189 72644 CHARLIE BAILEY TRUSTEE 1.00 39.00 X 0 96824 67803 JOE SKILJAN TRUSTEE 1.00 X 0 0 0 JOHN SCHULZ TRUSTEE 1.00 X 0 0 0 BRAD CORRIE TRUSTEE 1.00 X 0 0 0 0 213013 140447 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 541900 3029413 3029413 EMPLOYEE CONTRIBUTIONS 541900 246689 246689 3276102 216031 216031 8889008 9155987 -266979 -266979 -266979 MEDICAL REBATES 541900 65564 65564 MEDICARE SUBSIDY 541900 39886 39886 OTHER INCOME 541900 4 4 105454 3330608 3381556 0 -50948 3633364 21216 1748 20044 23772 21124 24300 4190 ADMINISTRATIVE 35610 MISCELLANEOUS 2457 ERISA BOND 1007 3788832 242087 155228 196805 425667 1103814 512242 6577312 7441335 8120018 8534472 7170 87272 9320 9939 16490 97211 X 0 0 0 0 0 0 8103528 8437261 8120018 8534472 -458224 791957 0 X X 0 1 X 1 0 0 DUE TO RELATED PARTIES 9939 9939 X 4101441 791957 791957 3309484 21124 21124 3330608 3767708 0 3767708 21124 21124 3788832 PART X, LINE 2: IN ACCORDANCE WITH GAAP, MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN 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 DISCLOSURE IN THE FINANCIAL STATEMENTS. MANAGEMENT BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2020 THE PLAN IS ALSO SUBJECT TO ROUTINE AUDITS BY THE DOL, GENERALLY FOR SIX YEARS AFTER THE STATUTORY DUE DATE OF THE ANNUAL INFORMATION RETURN. THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIODS. 0 0 0 MARK THOMAS TRUSTEE 0 116189 0 0 0 0 0 72644 0 0 0 188833 0 0 CHARLIE BAILEY TRUSTEE 0 96824 0 0 0 0 0 67803 0 0 0 164627 0 0 FORM 990, PART VI, SECTION A, LINE 7A ELECTIONS ARE DONE BASED ON THE LOCAL UNION'S BYLAWS AND CONSTITUTION. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO A TRUSTEE PRIOR TO FILING WITH THE IRS. THE TRUSTEE IS ASKED TO REVIEW, APPROVE, AND SIGN THE RETURN PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL PERSONS COVERED BY THIS POLICY SHALL DISCLOSE AND ANNUALLY UPDATE ANY OF HIS/HER INTERESTS OR RELATIONSHIPS CONCERNING WHICH IT CAN BE REASONABLY CONCLUDED COULD GIVE RISE TO ANY CONDUCT PROHIBITED BY THIS POLICY. SUCH DISCLOSURES AND UPDATES SHALL BE DUE BY DECEMBER 31ST OF EACH YEAR. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINES 2C THE PROCESS OF THE BOARD OF TRUSTEES ASSUMING RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT REMAINS UNCHANGED. 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