2025-11-10T18:09:10-06:00 2024-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE STE 1200W BETHESDA MD 20814 990 2024-01-01 526909050 SHEET METAL WORKERS' INTL ASSN STAFF RETIREE HEALTH FUND SHEE 2027835880 1750 NEW YORK AVENUE NW 600 WASHINGTON DC 20006 JOHN DANIEL TRUSTEE 2027835880 2025-11-10 1 1 ERIN CRANMER P01712644 2023319880 2024 2025-03-06 01:10:19Z JOHN DANIEL 1750 NEW YORK AVENUE NW 600 WASHINGTON DC 20006 10797129 0 X N/A X 1997 DC TO PROVIDE POST RETIREMENT HEALTH CARE BENEFITS FOR THE STAFF MEMBERS AND OFFICERS OF THE SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS UNION. 2 0 0 0 0 0 0 0 1280388 1324889 1112387 1773955 670757 601797 3063532 3700641 0 0 1185446 1141045 0 0 0 0 0 109263 105964 1294709 1247009 1768823 2453632 48707666 54306443 34644 16265 48673022 54290178 TO PROVIDE POST RETIREMENT HEALTH CARE BENEFITS FOR THE STAFF MEMBERS AND OFFICERS OF THE SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS UNION. 0 0 THE PLAN PROVIDES POST RETIREMENT HEALTH CARE BENEFITS FOR THE STAFF MEMBERS AND OFFICERS OF THE SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS UNION. 0 0 0 0 0 0 0 0 0 0 1 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 X 2 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X BRIAN BRADLEY 2027835880 1750 NEW YORK AVE NW WASHINGTON DC 20006 JOHN DANIEL TRUSTEE 2.00 40.00 X 0 277606 36286 MICHAEL COLEMAN TRUSTEE 2.00 40.00 X 0 511753 54549 0 789359 90835 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 525100 1000000 1000000 WORKING ASSESSMENTS 525100 324889 324889 1324889 1063360 1063360 7807083 7096488 710595 710595 710595 601797 601797 601797 3700641 1926686 0 1773955 1141045 5300 11250 83001 4299 2114 1247009 4481224 5157844 590343 1063259 33913 3413 3595 5032 26672191 30332824 16926400 17733987 10084 48707666 54306443 19682 10401 14962 5864 34644 16265 X 0 0 0 0 48673022 54290178 48673022 54290178 48707666 54306443 2453632 3163524 0 X X 0 1 X 1 0 0 LIMITED PARTNERSHIPS 17733987 F 17733987 DUE TO SHEET METAL 5864 5864 X 6781164 3163524 3163524 3617640 83001 83001 3700641 1164008 0 1164008 83001 83001 1247009 PART X, LINE 2: THE PLAN ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBED A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE PLAN PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2024, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2021 THROUGH 2023 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE PLAN FILES RETURNS. 0 0 0 MICHAEL COLEMAN TRUSTEE 0 392017 0 0 0 119736 0 29613 0 24936 0 566302 0 0 JOHN DANIEL TRUSTEE 0 214232 0 0 0 63374 0 11350 0 24936 0 313892 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE RETURN WAS REVIEWED BY THE ORGANIZATION PRIOR TO SIGNING AND FILING. FORM 990, PART VI, SECTION C, LINE 18 THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED. INT'L ASSOC OF SHEET METAL AIR RAIL & TRANS WORKERS 1750 NEW YORK AVENUE NW WASHINGTON DC 20006 464039786 LABOR UNION DC 501(C)(5) 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1