2025-04-14T14:33:07-05:00 2024-05-31 341463411 BARNES WENDLING CPAS INC 1350 EUCLID AVE SUITE 1400 CLEVELAND OH 441151830 990 2023-06-01 341286578 INTERNATIONAL ASSOCIATION HEATFROST INSULATORS LOCAL #3 ASBE 4404988408 3660 STUTZ DRIVE SUITE 101 CANFIELD OH 444068149 THOMAS E DAKE PRESIDENT 4404988408 2025-04-11 1 1 LAWRENCE D FRIEDMAN CPA MT P00410069 2165669000 2025-04-11 2023 2025-03-06 01:10:19Z THOMAS E DAKE 33 FITCH BLVD AUSTINTOWN OH 44515 4740698 0 X N/A X 1979 OH A VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION FOR A COLLECTIVELY-BARGAINED PLAN THAT PROVIDES WELFARE BENEFITS FOR ITS MEMBERS. 5 5 0 0 0 0 0 0 4083861 4085778 76685 72370 0 0 4160546 4158148 0 0 3133619 3561325 0 0 0 0 0 124284 145355 3257903 3706680 902643 451468 5177250 5836757 296981 188756 4880269 5648001 A VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION FOR A COLLECTIVELY-BARGAINED PLAN THAT PROVIDES WELFARE BENEFITS FOR ITS MEMBERS. 0 0 3561325 WELFARE PLAN OF COLLECTIVELY-BARGAINED EMPLOYER/ EMPLOYEE'S AGREEMENT PROVIDING BENEFITS TO ITS MEMBERS IN THE AREAS OF HEALTH, DENTAL, AND LIFE INSURANCE. 3561325 0 0 0 0 0 0 0 0 0 0 1 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 0 0 0 1 8 0 1 0 0 0 0 0 0 0 0 0 0 0 X 5 5 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 X ASBESTOS WORKERS LOCAL NO 3 3302700453 3660 STUTZ DRIVE SUITE 101 CANFIELD OH 444068149 X THOMAS DAKE TRUSTEE 10.00 X 0 0 0 BRIAN SOMERVILLE TRUSTEE 10.00 X 0 0 0 JAMES GALLAGHER TRUSTEE 10.00 X 0 0 0 THOMAS E DAKE II CHAIRMAN 10.00 X X 0 0 0 CHRISTOPHER SCARL TRUSTEE 10.00 X 0 0 0 GUS HOYAS TRUSTEE 10.00 X 0 0 0 0 0 0 0 0 0 0 0 CONTRIBUTIONS 525100 4085778 4085778 4085778 156441 156441 498479 582550 -84071 -84071 -84071 4158148 4001707 0 156441 3561325 3561325 13868 13868 27022 27022 34349 34349 5107 5107 4671 4671 ADMINISTRATOR FEES 44822 44822 BANK CHARGES 8952 8952 RETIREE PREMIUM REIMBUR 5023 5023 PRINTING AND POSTAGE 1480 1480 61 61 3706680 3561325 145355 0 1636516 1330849 3540734 4505908 5177250 5836757 296981 188756 296981 188756 X 0 0 0 0 4880269 5648001 4880269 5648001 5177250 5836757 451468 316264 0 X X 0 1 X 0 0 0 INVESTMENTS 4505908 F 4505908 X 4440063 316264 316264 4123799 34349 34349 4158148 3672331 0 3672331 34349 34349 3706680 PART X, LINE 2: THE INTERNAL REVENUE SERVICE (IRS) HAS RULED THAT THE FUND AND TRUST ESTABLISHED UNDER THE FUND QUALIFY UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AND THE FUND, THEREFORE, IS NOT SUBJECT TO TAX UNDER PRESENT FEDERAL INCOME TAX LAWS. FUND MANAGEMENT EVALUATES TAX POSITIONS TAKEN BY THE FUND TO DETERMINE WHETHER TO 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. FUND MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AS OF MAY 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 FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FUND MANAGEMENT BELIEVES THE FUND IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2017. FORM 990, PART VI, SECTION A, LINE 2 THOMAS DAKE II IS THOMAS DAKE'S SON. BOTH INDIVIDUALS ARE EMPLOYED BY A CONTRACTOR THAT USES PERSONNEL FROM IAHFIAW LOCAL #3. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES ARE REQUIRED TO REVIEW AND TO SIGN AN ANNUAL DISCLOSURE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFILICT OF INTEREST POLICY, AND FINANCIALS AVAILABLE UPON REQUEST. LINE 990, PART IV, LINE 2 THE FINANCIAL STATEMENTS ARE PRPARED ON A MODIFIED CASH BASIS OF ACCOUNTING.