2024-10-25T11:32:13-05:00 2023-12-31 510435869 Needles & Associates LLC 350 Interlocken Blvd STE 360 Broomfield CO 80021 990 2023-01-01 756012126 Southwest Health Benefits Fund SOUT 7136439300 8441 Gulf Freeway 304 Houston TX 77017 William G McCraw Trustee 7136439300 2024-10-25 1 0 Kurt D Needles CPA P00850236 3034304225 2024-10-25 2023 2024-10-15 13:58:12Z William G McCraw 8441 Gulf Freeway 304 Houston TX 77017 2497707 0 X www.swhbf.com X 1952 TX Provide health and welfare benefits to eligible participants. 6 0 0 0 0 0 0 0 4651938 2200096 233260 297611 0 0 4885198 2497707 0 0 1531568 1451722 0 0 0 0 0 292015 315547 1823583 1767269 3061615 730438 8031285 9095133 662716 676715 7368569 8418418 Provide health and welfare benefits to eligible participants. 0 0 Provide health and welfare benefits to eligible participants. 0 0 0 0 0 0 0 0 0 0 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 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X Board of Trustees 7136439300 8441 Gulf Freeway STE 304 Houston TX 77017 X Rick Sutphin Management Trustee 1.00 X 0 0 0 Monroe Norrid Labor Trustee 1.00 X 0 0 0 Kris Comeaux Labor Trustee 1.00 X 0 0 0 Durward Fleming Labor Trustee 1.00 X 0 0 0 William G McCraw Management Trustee 1.00 X 0 0 0 Thomas Kleinmann Labor Trustee 1.00 X 0 0 0 Lacy Wolf Labor Trustee 1.00 X 0 0 0 Diana McClaferty Management Trustee 1.00 X 0 0 0 Glenn Miles Labor Trustee 1.00 X 0 0 0 Rufus Floyd Labor Trustee 1.00 X 0 0 0 Teresa Payne Labor Trustee 1.00 X 0 0 0 Chad Davis Labor Trustee Alt 1.00 X 0 0 0 Paul Little Management Trustee 1.00 X 0 0 0 Jeramy McCoy Labor Trustee 1.00 X 0 0 0 0 0 0 0 0 0 0 0 Employer contributions 525100 2200096 2200096 2200096 297611 297611 2497707 2200096 0 297611 1451722 74121 29243 28656 36230 121734 4356 153 572 9412 8617 2453 1767269 2614404 546203 9753 165266 183109 250601 5224019 8133063 8031285 9095133 33989 23889 628727 652826 662716 676715 X 7368569 8418418 7368569 8418418 8031285 9095133 730438 319411 0 X X 0 1 X 1 0 0 Estimated Hour Bank Liability 456702 Claims Payable - IBNR 196124 652826 X 2817118 319411 319411 2497707 0 2497707 1743172 0 1743172 24097 24097 1767269 Part X, Line 2: The trust funding benefits of the Plan received an exemption letter from the Internal Revenue Service stating that the trust is tax-exempt under the provision of Section 501(c)9 of the Internal Revenue Code. The Plan and the trust are required to operate in conformity with the Internal Revenue Code to maintain the tax-exempt status of the trust. Plan management believes that the Plan is being operated in compliance with the applicable requirements of the Internal Revenue Code. 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 it has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Plan management has evaluated the Plan's tax positions and concluded that the Plan has taken no uncertain tax positions that would require financial statement recognition or disclosure for the years ended December 31, 2023 and 2022. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. With few exceptions, the Plan is no longer subject to tax examinations by tax authorities for years preceding December 31, 2019. Part XII, Line 4b - Other Adjustments: Change in benefit obligations Form 990, Part VI, Section B, line 11b Form 990 was provided to the Trustees for their review prior to filing. Form 990, Part VI, Section B, line 12c The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy during board of trustee meetings. Form 990, Part VI, Section C, line 18 Form 990 is available for public inspection upon public request. Form 990, Part VI, Section C, line 19 The organization makes its governing documents available upon public request. Form 990, Part XII, Line 2c: No changes in process. Info needed for Sch R Part III & IV is maintained by plan administrator Info needed for Sch R Part III & IV is maintained by plan administrator 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0