2025-03-24T13:48:52-05:00 2024-05-31 310800053 CLARK SCHAEFER HACKETT & CO 10100 INNOVATION DRIVE DAYTON OH 45342 990 2023-06-01 311383887 SHEET METAL WORKERS LOCAL 24 SUPPLEMENTAL UNEMPLOYMENT FUND SHEE 5138727500 2035 READING ROAD CINCINNATI OH 452021415 THOMAS MACEY ADMINISTRATOR 5138727500 2025-03-23 1 1 JANE E PFEIFER P00014949 9372260070 2025-03-23 2023 2025-03-06 01:10:19Z THOMAS MACEY 2035 READING ROAD CINCINNATI OH 452021415 501514 0 X N/A X 1993 OH PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS FOR MEMBERS OF SHEET METAL WORKERS LOCAL 24 6 6 53 7 117614 0 0 0 370583 383900 88403 117614 0 0 458986 501514 0 0 155622 248326 0 0 0 0 0 66737 80239 222359 328565 236627 172949 3346684 3586146 51909 45783 3294775 3540363 TO PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS FOR ELIGIBLE MEMBERS OF SHEET METAL WORKERS LOCAL 24 INCLUDING UNEMPLOYMENT COMPENSATION, HEALTH AND WELFARE PREMIUM PAYMENTS, DEATH BENEFITS, DISABILITY BENEFITS, AND SEPARATION BENEFITS. 0 0 TO PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS FOR ELIGIBLE MEMBERS OF SHEET METAL WORKERS LOCAL 24 INCLUDING UNEMPLOYMENT COMPENSATION, HEALTH AND WELFARE PREMIUM PAYMENTS, DEATH BENEFITS, DISABILITY BENEFITS, AND SEPARATION BENEFITS. 0 0 0 0 0 0 0 0 0 0 1 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 53 1 1 1 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X THOMAS MACEY 5138727500 2035 READING ROAD CINCINNATI OH 45202 JOSH JACOBS TRUSTEE 1.00 X 0 0 0 JEFF MUELLER TRUSTEE 1.00 X 0 0 0 IVAN PENNINGTON TRUSTEE 1.00 X 2789 0 0 BOB POPE TRUSTEE 1.00 X 0 0 0 JOHN KUEMPEL JR CHAIRMAN 1.00 X X 0 0 0 GREG JOHNSON SECRETARY 1.00 X X 0 0 0 2789 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 525100 383900 383900 383900 117614 117614 501514 383900 117614 0 248326 33715 12001 13513 7803 9339 996 CONTRIBUTION PROCESSING 2820 BANK CHARGES 52 328565 184266 200744 109810 151266 3052608 3234136 3346684 3586146 51909 45783 51909 45783 X 0 0 0 0 3294775 3540363 3294775 3540363 3346684 3586146 172949 72639 0 X X 0 1 X 1 0 0 REGISTERED INVESTMENT COMPANIES - MONEY MARKET FUNDS 1198004 F REGISTERED INVESTMENT COMPANIES - FIXED INCOME FUNDS 2036132 F 3234136 X 566350 72639 72639 493711 7803 7803 501514 320762 0 320762 7803 7803 328565 PART X, LINE 2: THE INTERNAL REVENUE SERVICE (IRS) HAS DETERMINED AND INFORMED THE PLAN BY A LETTER DATED DECEMBER 7, 1994, THAT THE PLAN IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2024 OR 2023 FOR UNRELATED BUSINESS TAXABLE INCOME. THE PLAN HAS BEEN AMENDED AND RESTATED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN'S ADMINISTRATOR AND THE PLAN'S TAX COUNSEL BELIEVE THAT THE PLAN IS DESIGNED AND IS CURRENTLY BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE PROVISIONS OF THE IRC AND, THEREFORE, BELIEVE THAT THE PLAN IS QUALIFIED, AND THE RELATED TRUST IS TAX-EXEMPT. FORM 990, PART I, LINE 5 & PART V, LINE 2A: W-2 ISSUED BY THE ORGANIZATION ARE FOR BENEFITS PAID TO MEMBER PARTICIPANTS. THERE ARE NO PAID EMPLOYEES OF THE FUND. FORM 990, PART VI, SECTION A, LINE 7A THE CONTRACTORS ASSOCIATION APPOINTS MANAGEMENT TRUSTEES. THE LOCAL UNION APPOINTS LABOR TRUSTEES, EITHER THROUGH DIRECT ELECTION BY THE MEMBERSHIP OR BY VIRTUE OF POSITION HELD WITHIN THE LOCAL UNION. FORM 990, PART VI, SECTION B, LINE 11B THE ADMINISTRATOR REVIEWS THE FORM 990 AND THEN PROVIDES IT TO THE BOARD OF TRUSTEES PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE PLAN REGULARLY MONITORS COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. THE TRUSTEES ARE ALSO REQUIRED TO COMPLY WITH THE REQUIREMENTS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA), AS WELL AS THE INTERNAL REVENUE CODE (IRC), AND THE ATTENDANT REGULATIONS ADOPTED BY BOTH ERISA AND IRC, WITH RESPECT TO THE NON-EXEMPT PROHIBITED TRANSACTIONS. A MEMBER OF THE PLAN'S LEGAL COUNSEL ATTENDS EACH MEETING OF THE TRUSTEES AND MONITORS ON AN "AS NEEDED" BASIS FOR ANY ACTIVITY THAT MIGHT GIVE RISE TO POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN WILL PROVIDE THE FORM 990 UPON WRITTEN REQUEST. GOVERNING DOCUMENTS ARE NOT PROVIDED TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSIGHT OF THE INDEPENDENT AUDIT. THIS PROCESS IS CONSISTENT WITH THE PRIOR YEAR. SHEET METAL WORKERS INTL ASSOC LOCAL 24 6550 POE AVENUE DAYTON OH 45414 311222567 LABOR UNION OH 501(C)(5) N/A N/A 0 A W FARRELL & SON INC AIRECON MANUFACTURING CLARK'S METAL DESIGNS DALTON ROOFING CO DURO DYNE MIDWEST CORP GAINES MECHANICAL GEILER CO IMBUS ROOFING COMPANY INC JSMS INC KAHOE AIR BALANCE CO LANGDON INC NORTHERN KENTUCKY HEATING & COOLING PECK-HANNAFORD & BRIGGS INC SPRING GROVE SHEET METAL CO TOP NOTCH SHEET METAL LLC WM KRAMER & SON INC ALLOYD INSULATION CO DEBRA-KUEMPEL INC POYNTER SHEET METAL INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0