2025-12-15T08:32:20-06:00 2025-02-28 842885766 ROMOLO & ASSOCIATES LLC 1700 W LUTHY DRIVE PEORIA IL 61615 990 2024-03-01 370810664 SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST FUND SHEE 8475191880 20 NORTH MARTINGALE SUITE 290 SCHAUMBURG IL 60173 DAVID GAMBER TRUSTEE 8475191880 2025-12-15 1 0 MALLORY J BROWN P01970498 3096822001 2025-12-15 2024 2025-03-06 01:10:19Z DAVID DORFMAN 20 NORTH MARTINGALE SUITE 290 SCHAUMBURG IL 60173 9447373 0 X N/A X 1961 IL PROVIDES MEDICAL CARE COVERAGE FOR MEMBERS OF SHEET METAL WORKERS LOCAL NO. 1 6 6 0 0 0 0 0 0 8166171 8662513 419555 603415 382504 49937 8968230 9315865 0 0 7899087 9219622 0 0 0 0 0 480066 493808 8379153 9713430 589077 -397565 14923813 15093468 644782 1032277 14279031 14061191 THE PLAN PROVIDES HEALTH BENEFITS (HOSPITAL, SURGICAL, MAJOR MEDICAL, RX, SHORT-TERM DISABILITY AND VISION CARE) FOR PARTICIPANTS AND THEIR DEPENDENTS 0 0 PROVIDE HEALTH BENEFITS FOR PARTICIPANTS 0 0 0 0 0 0 0 0 0 0 1 0 0 1 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 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 0 0 0 X GROUP ADMINISTRATORS LTD 8475191880 20 NORTH MARTINGALE SUITE 290 SCHAUMBURG IL 60173 X BRITT EWALT TRUSTEE 0.00 X 0 0 0 BOB HARMS TRUSTEE 0.00 X 0 0 0 DAVE GAMBER TRUSTEE 0.00 X 0 0 0 JOE GENUSA TRUSTEE 0.00 X X 0 0 0 ELIZABETH BLANKENSHIP TRUSTEE 0.00 X 0 0 0 ROBERT MILLER TRUSTEE 0.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 8518744 8518744 PARTICIPANT CONTRIBUTI 900099 143769 143769 8662513 484943 484943 249980 131508 118472 118472 118472 SUBROGATION 900099 45554 45554 COLLECTION FEES 900099 4383 4383 49937 9315865 8712450 0 603415 9219622 196013 31002 46575 14301 111102 7413 4180 14653 BLUE CROSS ADMIN FEES 45913 VISION ADMIN FEES 9448 DENTAL ADMIN FEES 5776 DUES & SUBSCRIPTIONS 4675 2757 9713430 1193933 1244998 168582 357578 1237427 776922 485 10741 10954728 11495028 1368658 1208201 14923813 15093468 257897 345677 386885 686600 644782 1032277 X 14279031 14061191 14279031 14061191 14923813 15093468 -397565 179726 0 X 0 1 X 1 0 0 COMMINGLED FUND 1208201 F 1208201 CLAIMS PAYABLE 686600 686600 X 9481289 179726 179726 9301563 14301 14301 9315864 9399414 0 9399414 14301 299715 314016 9713430 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC), AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE IRS IN OCTOBER 1964, AND THE BOARD OF TRUSTEES BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. THE TOTAL AMOUNTS OF INTEREST AND PENALTIES RECOGNIZED IN THE STATEMENTS OF CHANGES IN NET ASSETS AVAILABLE FOR BENEFITS AND THE TOTAL AMOUNTS OF INTEREST AND PENALTIES RECOGNIZED IN THE STATEMENTS OF NET ASSETS AVAILABLE FOR BENEFITS ARE $0. 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 ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF FEBRUARY 28, 2025 AND FEBRUARY 29, 2024, 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 PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN HAS NEVER HAD UNRELATED BUSINESS INCOME TAX (UBIT) NOR HAS IT FILED THE FORM 990-T. THEREFORE, ALL TAX YEARS ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES RELATED TO UBIT. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN CLAIMS PAYABLE EXPENSE 299,715. FORM 990, PART VI, SECTION A, LINE 3 THE PLAN'S BOARD OF TRUSTEES HAS CONTRACTED GROUP ADMINISTRATORS, LTD TO ACT AS THIRD PARTY ADMINISTRATOR AND CLAIMS PROCESSOR. THEY PERFORM ALL DAY-TO-DAY MANAGERIAL AND ADMINISTRATIVE DUTIES. FORM 990, PART VI, SECTION B, LINE 11B THE TRUSTEE RECEIVES AND REVIEWS THE 990 BEFORE IT IS SIGNED AND FILED. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST BOARD OF TRUSTEES- SEE PAGE 7 FOR INDIVIDUALS SEE PARTS IV AND VII US MECHANICAL SERVICES CONRAD SHEETMETAL EL PRUITT CO J A FRITCH & SONS INC IL CERTIFIED TESTING KREILING ROOFING COMPANY MEISTER HEATING & AC INC MONTEFUSCO HEATING SHEETMETAL WORKERS #1 STANDARD SHEETMETAL WORKS UNION ROOFING CO INC KIMPLING INC RUYLE CORPORATION ILLINOIS MECH SRV & JOHN'S SERVICE & SALES MARSEILLES SHEET METAL CHAPMAN'S MECHANICAL BROCK INDUSTRIAL SERVICE WESTERN SPECIALTY CONTR STERLING COMMERCIAL ROOF ACCURATE HTG & COOLING THERMAL MECH SERVICES ALLIED POWER LLC BPI TESTING INC JD SCHELL DBA ARMSTRONG HEATIN ROOF DOCTORS II CLIMATE TECH HEATING & CO DURR SYSTEMS UNIVERSAL WALL SYS BALANCING SOLUTIONS D&M MECHANICAL ALLIED VENTILATION TRICO MECHANICAL INC TKS INDUSTRIAL THE WALDINGER CORP GARBER HEATING & AC CORDTS HTG & AC INC CRAWFORD HEATING & COOLIN HERMES SERVICE & SALES SOUTHERN AIR TESTBALANCE A & R MECHANICAL FRITCH HEATING & COOLING MASTERS WILLIAM INC SBC HEATING & AC HARDESTY HEATING & COOLIN PIPCO COMPANY LTD SHEET METAL WORKERS JATC ARMOR METAL FAB DIVERSIFIED SHEET METAL MECHANICAL SERVICE INC HENSON ROBINSON CO(PEORIA GP SYSTEMS INC ENTEC SERVICES INC DAVE ROTH MECHANICAL INC DEKALB MECHANICAL HOMETOWN HTG & COOLING CO STANDARD HTG & COOLING (O ILLINOIS CERTIFIED LLC LS MECHANICAL LLC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PARTS II AND IV THIS PLAN IS A VEBA EXEMPT TRUST UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE. PER THE INSTRUCTIONS FOR SCHEDULE R, VEBA TRUSTS ARE ONLY REQUIRED TO LIST THE NAMES OF THE SPONSORING ORGANIZATIONS AND CONTRIBUTING EMPLOYERS ON SCHEDULE R. THE PLAN HAS LISTED ALL SUCH PARTIES IN PARTS II AND IV OF SCHEDULE R. THE PLAN DOES NOT KNOW THE TAX STATUS OF EVERY CONTRIBUTING EMLOYER AND THEREFORE IS UNABLE TO SPLIT UP THE INFORMATION BETWEEN THE VARIOUS SECTIONS OF SCHEDULE R.