2025-09-24T13:10:53-05:00 2024-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2024-01-01 521466749 SHEET METAL WORKERS NATIONAL HEALTH FUND SHEE 6158590131 2001 CALDWELL DRIVE GOODLETSVILLE TN 37072 BART BLEDSOE TRUSTEE 6158590131 2025-09-24 1 1 JAMES POULOS P01508663 2023319880 2025-09-24 2024 2025-03-06 01:10:19Z BART BLEDSOE 2001 CALDWELL DRIVE GOODLETSVILLE TN 37072 88262867 0 X N/A X 1983 TN TO PROVIDE HEALTH INSURANCE BENEFITS FOR ELIGIBLE PARTICIPANTS 7 6 53 0 0 0 0 0 62079937 71197704 1853185 1316394 0 0 63933122 72514098 0 0 52443510 59701758 0 0 0 0 0 2979468 3183920 55422978 62885678 8510144 9628420 57307376 69051984 328866 226389 56978510 68825595 TO PROVIDE HEALTH INSURANCE BENEFITS FOR ELIGIBLE PARTICIPANTS 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS ALONG WITH SUPPLEMENTAL MEDICARE BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES. 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 3067 0 1 53 1 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X SOUTHERN BENEFITS ADMINISTRATIORS INC 6158590131 2001 CALDWELL DRIVE GOODLETSVILLE TN 37072 MICHAEL COLEMAN TRUSTEE 2.00 40.00 X 0 511753 54549 CHRISTIAN FULLER TRUSTEE 2.00 X 0 0 0 LANCE E FOUT TRUSTEE 2.00 X 0 0 0 BILL KENYON TRUSTEE 2.00 X 0 0 0 BART BLEDSOE TRUSTEE 2.00 X 0 0 0 BRENT BERTRAND TRUSTEE 2.00 X 0 0 0 KEVIN OEDING TRUSTEE 2.00 X 0 0 0 0 511753 54549 0 0 1 0 SOUTHERN BENEFIT ADMINISTRATORS INC 2001 CALDWELL DR GOODLETTSVILLE TN 37072 ADMINISTRATIVE SERVICES AND RELATED EXPE 2350574 1 EMPLOYER CONTRIBUTIONS 900099 37960209 37960209 HUMANA AND UHC CONTRIBUTIONS 900099 18470716 18470716 SMW PLUS CONTRIBUTIONS 900099 11248627 11248627 ALL OTHER CONTRIBUTIONS 900099 2896056 2896056 RETIREE AND COBRA CONTRIBUTIONS 900099 622096 622096 71197704 2453216 2453216 14611947 15748769 -1136822 -1136822 -1136822 72514098 71197704 0 1316394 59701758 80287 35000 20000 39295 328146 59891 45420 ADMINISTRATOR FEES 2310000 ADMINISTRATIVE FEES - O 45110 BANK CHARGES 40574 180197 62885678 6117307 6725842 1008619 3107425 4004445 3841363 15434 11821 46161571 55365533 57307376 69051984 328866 226389 328866 226389 X 0 0 0 0 56978510 68825595 56978510 68825595 57307376 69051984 9628420 2218665 0 X X 0 1 X 1 0 0 X 74712763 2218665 2218665 72494098 20000 20000 72514098 62865678 0 62865678 20000 20000 62885678 PART X, LINE 2: THE PLAN FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING OF UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE TAX RETURN. THE PLAN PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, AND DETERMINED THAT THERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. 0 0 0 MICHAEL COLEMAN TRUSTEE 0 392017 0 0 0 119736 0 29613 0 24936 0 566302 0 0 FORM 990, PART VI, SECTION B, LINE 11B BOARD OF TRUSTEES REVIEW COPY OF FORM BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD OF TRUSTEES MEET QUARTERLY AT THAT TIME REVIEW ALL POLICIES AND ENFORCE THEIR STRICT ADHERENCE TO THEM. FORM 990, PART VI, SECTION C, LINE 19 ALL POLICIES ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: OVERSIGHT PROCESS AND SELECTION PROCESS HAS NOT CHANGED FROM PRIOR YEAR. 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