2024-10-09T15:03:46-05:00 2023-12-31 205367494 ALAN ROSS & COMPANY PC 10 HEARTHSTONE COURT SUITE 100 READING PA 19606 990 2023-01-01 232143139 SHEET METAL WORKERS LOCAL #44 WELFARE PLAN SHEE 8005526972 270 NORTH SHERMAN STREET WILKES BARRE PA 187025316 DONALD DUNNE TRUSTEE 5708294634 2024-10-09 1 1 ALAN D ROSS CPA P00072435 6107799555 2023 2024-10-15 13:58:12Z DONALD DUNNE 270 NORTH SHERMAN STREET WILKES BARRE PA 187025316 5046372 0 X N/A X 1954 PA PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS 6 6 4 0 0 0 0 0 4801603 4474352 27932 40437 0 0 4829535 4514789 0 0 4820344 3076391 2120 1567 0 0 0 525029 720876 5347493 3798834 -517958 715955 2216266 2685886 419630 95855 1796636 2590031 PROVIDE PAYMENT OF HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS 0 0 3798834 PROVIDE HEALTH AND WELFARE BENEFITS FOR OUR MEMBERS 3798834 0 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 1 0 0 1 2 0 1 4 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X LAWRENCE C MUSGROVE ASSOCIATES 8005526972 1299 S COLORADO ST SALEM VA 24153 X THOMAS CONNOR TRUSTEE 5.00 X 0 0 0 DONALD DUNNE TRUSTEE 5.00 X 0 0 0 EDWARD FETCHEN TRUSTEE 5.00 X 0 0 0 LORI ESHENAUR TRUSTEE 5.00 X 0 0 0 JEFFREY SCHMUDE TRUSTEE 5.00 X 0 0 0 ROB EVANS TRUSTEE 5.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 230000 3980265 3980265 PARTICIPANT CONTRIBUTI 230000 463964 463964 RECIPROCAL CONTRIBUTIO 230000 30123 30123 4474352 38658 38658 533362 531583 1779 1779 1779 4514789 4474352 0 40437 3076391 1567 33000 13050 11998 4797 88413 2989 466552 RECIPROCAL PAYMENTS 96994 BANK FEES 1451 PCORI TAX 1250 DUES 382 3798834 270956 270975 13996 309159 415274 321971 1730 1553 1505519 1770761 8791 11467 2216266 2685886 419630 95855 419630 95855 X 0 0 0 0 1796636 2590031 1796636 2590031 2216266 2685886 715955 77440 0 X 0 1 X 0 0 0 X 4490438 77440 77440 4412998 4797 96994 101791 4514789 4010897 313854 313854 3697043 4797 96994 101791 3798834 PART X, LINE 2: 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 PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023, THERE ARE NO UNCERTAIN 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 ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION FOR YEARS PRIOR TO 2021. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECIPROCAL PAYMENTS 96,994. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFIT ACCRUAL AMOUNT 313,854. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECIPROCAL PAYMENTS 96,994. CHANGE IN BENEFIT ACCRUAL AMOUNT FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 IS PRESENTED TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO SIGNING AND SUBMITTING THE FORM TO THE IRS. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE FOR INSPECTION AT THE OFFICE OF THE THIRD PARTY ADMINISTRATOR UPON REQUEST. SHEET METAL WORKERS LOCAL 44 270 NORTH SHERMAN STREET WILKES BARRE PA 18702 240721005 LOCAL UNION 501(C)5 0 AIR BALANCING ENGINEERS 1175 N VINE STREET BERWICK PA 18603 231861329 EMPLOYER CONTRIBUTIONS PA C 383710 0 BILFINGER INDUSTRIAL SERVICES INC PO BOX 32 MEHOOPANY PA 18629 261983340 EMPLOYER CONTRIBUTIONS PA C 338096 0 FETCHEN SHEET METAL REAR 329 SOUTH MAIN STREET OLD FORGE PA 18518 232646498 EMPLOYER CONTRIBUTIONS PA C 432751 0 J&E SHEETMETAL 259 OLD RIVER ROAD WILKES BARRE PA 18702 233025471 EMPLOYER CONTRIBUTIONS PA C 376095 0 JAMES W COX & SONS 502 MOLTKE AVENUE SCRANTON PA 18505 240825814 EMPLOYER CONTRIBUTIONS PA C 137965 0 LIEBOLD INC 2535 PANTHER VALLEY ROAD POTTSVILLE PA 17901 454771777 EMPLOYER CONTRIBUTIONS PA C 179689 0 MASTER MECHANICAL 3 BANKS AVE MCADOO PA 18237 232127133 EMPLOYER CONTRIBUTIONS PA C 174749 0 MISSION MECHANICAL INC 4818 BIRNERY AVE MOOSIC PA 18507 943435580 EMPLOYER CONTRIBUTIONS PA C 359055 0 POWER MECHANICAL CORP PO BOX 1048 WILKES BARRE PA 18703 232300001 EMPLOYER CONTRIBUTIONS PA C 159692 0 PRECISION SHEET METAL 1420 HEART LAKE ROAD SCOTT TWP PA 18433 262664002 EMPLOYER CONTRIBUTIONS PA C 184365 0 SCRANTON ELECTRICAL HEATING & COOLING 240 E ELM STREET 2 SCRANTON PA 18505 232466578 EMPLOYER CONTRIBUTIONS PA C 447177 0 SCRANTON SHEET METAL 240 E ELM STREET 2 SCRANTON PA 18505 232611346 EMPLOYER CONTRIBUTIONS PA C 98891 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 AIR BALANCING ENGINEERS S 383710 COLLECTIVE BARGAINING AGREEMENT BILFINGER INDUSTRIAL SERVICES INC S 338096 COLLECTIVE BARGAINING AGREEMENT FETCHEN SHEET METAL S 432751 COLLECTIVE BARGAINING AGREEMENT J & E SHEETMETAL S 376095 COLLECTIVE BARGAINING AGREEMENT JAMES W COX & SONS S 137965 COLLECTIVE BARGAINING AGREEMENT LIEBOLD INC S 179689 COLLECTIVE BARGAINING AGREEMENT MASTER MECHANICAL CORPORATION S 174749 COLLECTIVE BARGAINING AGREEMENT MISSION MECHANICAL INC S 359055 COLLECTIVE BARGAINING AGREEMENT POWER MECHANICAL CORP S 159692 COLLECTIVE BARGAINING AGREEMENT PRECISION SHEET METAL S 184365 COLLECTIVE BARGAINING AGREEMENT SCRANTON ELECTRICAL HEATING & COOLING S 447177 COLLECTIVE BARGAINING AGREEMENT SCRANTON SHEET METAL S 98891 COLLECTIVE BARGAINING AGREEMENT SHEET METAL WORKERS LOCAL 44 S 69686 COLLECTIVE BARGAINING AGREEMENT