2025-10-22T13:37:25-05:00 2024-12-31 842885766 ROMOLO & ASSOCIATES LLC 1700 W LUTHY DRIVE PEORIA IL 61615 990 2024-01-01 362525679 SHEET METAL WORKERS LOCAL #91 HEALTH & WELFARE FUND SHEE 3097870695 8124 42ND STREET WEST ROCK ISLAND IL 61201 ERIC MEIRHAEGHE CO-CHAIRMAN 3097870695 2025-10-22 1 0 MALLORY BROWN P01970498 3096822001 2025-10-22 2024 2025-03-06 01:10:19Z ERIC MEIRHAEGHE 8124 42ND STREET WEST ROCK ISLAND IL 61201 24346763 0 X WWW.SMW91.ORG X 1963 IL TO PROVIDE HEALTH, DEATH, LIFE, DENTAL, PRESCRIPTION, AND ACCIDENT BENEFITS FOR LOCAL 91 UNION MEMBERS AND THEIR DEPENDENTS 6 6 3 0 0 0 0 0 11215896 11660960 1453500 1836222 86802 -24444 12756198 13472738 0 0 14518967 13495601 131083 136523 0 0 0 505469 543076 15155519 14175200 -2399321 -702462 44704049 45264189 1687029 1527240 43017020 43736949 TO PROVIDE HEALTH, DEATH, LIFE, DENTAL, PRESCRIPTION, AND ACCIDENT BENEFITS FOR LOCAL 91 UNION MEMBERS AND THEIR DEPENDENTS 0 0 TO PROVIDE HEALTH, DEATH, LIFE, DENTAL, PRESCRIPTION, AND ACCIDENT BENEFITS FOR LOCAL 91 UNION MEMBERS AND THEIR DEPENDENTS 0 0 0 0 0 0 0 0 0 1 0 0 0 1 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 1 253 0 3 1 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 0 0 0 X ERIC MERIHAEGHE 3097870695 8124 42ND STREET WEST ROCK ISLAND IL 61201 X ERIC MEIRHAEGHE CHAIRMAN 4.00 X X 0 0 0 MARC LAIR TRUSTEE 0.00 X 0 0 0 JON GARST-PAST TRUSTEE 0.00 X 0 0 0 TOM GABRILSON TRUSTEE 0.00 X 0 0 0 AL LANDWEHR TRUSTEE 0.00 X 0 0 0 MARK ARNOLD-PAST TRUSTEE 0.00 X 0 0 0 MIKE BREDAR TRUSTEE 0.00 X 0 0 0 DAVID AVERY TRUSTEE 0.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 10697025 10697025 PARTICIPANT CONTRIBUTIONS 900099 963935 963935 11660960 1145009 1145009 11565238 10874025 691213 691213 691213 TRANSITIONAL REINSURANCE REFUND 900099 -24444 -24444 -24444 13472738 11636516 0 1836222 13495601 118906 3577 14040 124315 8091 26773 106617 92285 40579 80953 24000 3393 566 23487 PCORI FEE 7280 CLEARING HOUSE FEES 3000 DUES AND MEMBERSHIPS 1425 MEALS 312 14175200 404402 552242 1457919 1110306 1854320 2371890 18011 47291 308652 305764 1149 2888 40968248 41179572 44704049 45264189 428030 341981 62009 62048 1196990 1123211 1687029 1527240 X 43017020 43736949 43017020 43736949 44704049 45264189 -702462 1422391 0 X 0 1 X 1 0 0 0 308652 305764 2888 0 2888 CLAIMS INCURRED BUT NOT REPORTED 1123211 1123211 X 14788512 1422391 1422391 13366121 106617 106617 13472738 14142362 0 14142362 106617 -73779 32838 14175200 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC), AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE IRS IN SEPTEMBER 1964, AND THE BOARD OF TRUSTEES BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. THE TOTAL AMOUNTS OF INTEREST AND PENALTIES RECOGNIZED IN THE STATEMENTS OF CHANGES IN NET ASSETS AVAILABLE FOR BENEFITS AND THE TOTAL AMOUNTS OF INTEREST AND PENALTIES RECOGNIZED IN THE STATEMENTS OF NET ASSETS AVAILABLE FOR BENEFITS ARE $0. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET)IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 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. THE PLAN HAS NEVER HAD UNRELATED BUSINESS INCOME TAX (UBIT) NOR HAS IT FILED THE FORM 990-T. THEREFORE, ALL TAX YEARS ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES RELATED TO UBIT. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN CLAIMS INCURRED BUT NOT REPORTED -73,779. FORM 990, PART VI, SECTION B, LINE 11B THE AUDITOR PROVIDES THE COMPLETED FORM TO THE CO-CHAIRMAN FOR REVIEW. ONCE THE CHAIRMAN HAS APPROVED THE FORM 8879 IT IS SIGNED AND SENT BACK TO THE AUDITOR, WHO THEN ELECTRONICALLY FILES THE RETURN. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST SEE PART IV SHEETMETAL WORKERS LOCAL #91 ANNUITY FUND 362952946 PROVIDE RETIREMENT BENEFITS TO QUALIFIED PARTICIPANTS IL 401(A) 0 BOARD OF TRUSTEES- SEE PAGE 7 FOR LIST OF INDIVIDUALS SEE PART IV IL BETTENDORF HEATING BORNHOEFT HEATING JL BRADY COMPANY CRAWFORD HEATING & COOLING GABRILSON HEATING & AC JOHNSON CONTRACTING SCHEBLER COMPANY BENBOW JP MECHANICAL SERVICES GEISLER BROS GIESE SHEET METAL ARNOLD REFRIGERATION BROCKWAY COMPANY HALLGREN-SCHILDKNECHT INC RW CARDELLA FRANK MILLARD CO WINGER CONSTRUCTION ILLOWA SHEET METAL SHEET METAL WORKERS #91 OERTEL METAL WORKS TRI-STATE SHEET METAL HORNBUCKLE HEATING & AC TOTAL MAINTENANCE INC CLIMATE ENGINEERS SCHEBLER CO INDUSTRIAL RAGAN MECHANICAL KALE HEATING & AC SHEEDER HEATING EAST MOLINE SHEET METAL TMI HOME WARRANTY WEST RIDGE MECHANICAL PETERSON PLUMBING & HEATING DOUGS HEATING & AC ECONOMICAL ARCHITECTURAL SM WM MASTERS DIXONS HEATING AND AIR BI-STATE SHEET METAL INTEGRATED ENVIRONMENTS TESTING SUPER SKY PRODUCTS CLIMATE TECH HTG & COOLING CROWN CORR INC CRAWFORD NORTH HELM SERVICE INDOOR COMFORT SOLUTIONS J C FAB & WELD KREILING ROOFING MODERN SHEET METAL OLDE TOWN HEATING & AIR THOMPSON TIN LLC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 PARTS II & IV THIS PLAN IS A VEBA EXEMPT UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE. PER THE INSTRUCTIONS FOR SCHEDULE R, VEBA TRUSTS ARE ONLY REQUIRED TO LIST THE NAMES OF THE SPONOSRING ORGANIZATIONS AND CONTRIBUTING EMPLOYERS ON SCHEDULE R. THE PLAN HAS LISTED ALL SUCH PARTIES IN PART IV OF SCHEDULE R. THE PLAN DOES NOT KNOW THE TAXABLE STATUS OF EVERY CONTRIBUTING EMPLOYER AND THEREFORE IS UNABLE TO SPLIT UP THE INFORMATION BETWEEN THE VARIOUS SECTIONS OF SCHEDULE R.