2025-03-06T14:29:54-06:00 2024-04-30 310800053 CLARK SCHAEFER HACKETT & CO 1656 HENTHORNE DR SUITE 400 MAUMEE OH 43537 990 2023-05-01 341398805 SHEET METAL WORKERS LOCAL 33 FRINGE BENE SHEE 2162673344 12515 CORPORATE DRIVE PARMA OH 44130 COREY BEAUBIEN CHAIRMAN 2162673344 2025-03-05 1 1 KRISTI L LEETH P00182413 4198412848 2025-03-05 2023 2025-03-06 01:10:19Z COREY BEAUBIEN 12515 CORPORATE DRIVE PARMA OH 44130 177241 0 X WWW.SMWLU33.ORG X 1983 OH PROVIDING ADMINISTRATIVE SERVICES TO UNION BENEFIT FUNDS 7 7 0 0 0 0 0 0 160217 174895 377 542 0 1804 160594 177241 0 0 0 0 0 0 0 0 0 209620 231668 209620 231668 -49026 -54427 6636477 6849005 6222360 6489315 414117 359690 PROVIDING ADMINISTRATIVE SERVICES TO UNION BENEFIT FUNDS 0 0 MAINTAIN RECORDS OF ELIGIBILITY OF MEMBERS FOR THE PURPOSE OF PAYING HEALTH AND WELFARE BENEFITS AND PROCESING CLIAMS 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. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 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 0 0 0 0 0 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 COREY BEAUBIEN 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 SECRETARY 2.00 X 0 0 0 JOHN SICKLE JR MANAGEMENT TRUSTEE 1.00 X 0 0 0 MICHAEL STEIDEL MANAGEMENT TRUSTEE 1.00 X 0 0 0 AARON HALL MANAGEMENT TRUSTEE 1.00 X 0 0 0 JOHN SINDYLA EX-OFFICIO 1.00 X 0 0 0 0 0 0 0 0 0 0 0 ADMINISTRATIVE FEES 525100 124025 124025 ASSESSMENTS COLLECTED 525100 50870 50870 174895 542 542 INSURANCE OVERPAYMENT 900099 1804 1804 1804 177241 176699 0 542 99974 13344 108449 560 305 BANK FEES 8977 STORAGE FEES 59 231668 6463831 6751308 161452 85344 11194 12353 6636477 6849005 249435 231862 5972925 6257453 6222360 6489315 X 414117 359690 414117 359690 6636477 6849005 -54427 0 X 0 1 X 0 0 0 DUE TO OTHER FUNDS 6257453 6257453 175437 0 175437 1804 1804 177241 229864 0 229864 1804 1804 231668 PART XI, LINE 4B - OTHER ADJUSTMENTS: INSURANCE OVERPAYMENT 1,804. PART XII, LINE 4B - OTHER ADJUSTMENTS: INSURANCE OVERPAYMENT 1,804. 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. THE RETURN MAY 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. ALL QUESTIONS AND CONCERNS ARE DISCUSSED AT THE MEETING. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.