2026-02-06T08:36:20-06:00 2025-04-30 310800053 CLARK SCHAEFER HACKETT & CO 1656 HENTHORNE DR SUITE 400 MAUMEE OH 43537 990 2024-05-01 341398805 SHEET METAL WORKERS LOCAL 33 FRINGE BENE SHEE 2162673344 12515 CORPORATE DRIVE PARMA OH 44130 COREY BEAUBIEN CHAIRMAN 2162673344 2026-02-05 1 1 KRISTI L LEETH P00182413 4198412848 2026-02-05 2024 2025-03-06 01:10:19Z COREY BEAUBIEN 12515 CORPORATE DRIVE PARMA OH 44130 150814 0 X WWW.SMWLU33.ORG X 1983 OH PROVIDING ADMINISTRATIVE SERVICES TO UNION BENEFIT FUNDS 8 8 0 8 0 0 0 0 174895 148982 542 400 1804 1432 177241 150814 0 0 0 0 0 0 0 0 0 231668 144989 231668 144989 -54427 5825 6849005 7035471 6489315 6669956 359690 365515 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 X 8 8 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 ALTERNATE MNGMT TTEE 1.00 X 0 0 0 MICHAEL STEIDEL MANAGEMENT TRUSTEE 1.00 X 0 0 0 JOE STELLA MANAGEMENT TRUSTEE 1.00 X 0 0 0 AARON HALL MANGEMENT TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 ADMINISTRATIVE FEES 525100 113866 113866 ASSESSMENTS COLLECTED 525100 35116 35116 148982 400 400 PRINTING OVERPAYMENT 900099 1432 1432 1432 150814 150414 0 400 108228 11327 9547 417 194 6199 BANK FEES 9018 STORAGE FEES 59 144989 6751308 6925546 85344 109557 12353 368 6849005 7035471 231862 209746 6257453 6460210 6489315 6669956 X 359690 365515 359690 365515 6849005 7035471 5825 0 X 0 1 X 0 0 0 DUE TO OTHER FUNDS 6460210 6460210 149382 0 149382 1432 1432 150814 143557 0 143557 1432 1432 144989 PART XI, LINE 4B - OTHER ADJUSTMENTS: PRINTING OVERPAYMENT 1,432. PART XII, LINE 4B - OTHER ADJUSTMENTS: PRINTING OVERPAYMENT 1,432. 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 DOCUMENTS MADE AVAILABLE AS REQUIRED BY LAW.