2026-04-21T15:23:44-05:00 2025-06-30 630962807 WAY RAY SHELTON & CO PC 216 MCFARLAND CIR N TUSCALOOSA AL 35406 990 2024-07-01 636053187 Mechanical Contractors UA Local 119 Welfare Plan MECH 2514785412 1717 Old Shell Road Mobile AL 36604 MJ Burnett Jr Trustee 2514785412 2026-04-11 1 0 Cindy T Savage CPA P00747787 2053455860 2026-04-11 2024 2025-03-06 01:10:19Z MJ Burnett Jr 1717 Old Shell Road Mobile AL 36604 3417460 0 X N/A X 1965 AL Welfare Plan for Union Employees 6 6 0 0 0 0 0 0 2878313 3215903 164605 201557 0 0 3042918 3417460 0 0 2195646 3170034 0 0 0 0 0 424285 675001 2619931 3845035 422987 -427575 5206613 4779135 21322 5516 5185291 4773619 WELFARE PLAN FOR UNION EMPLOYEES 0 0 3845035 3417460 Provide medical benefits to members of Local 119. 3845035 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 0 0 0 1 0 0 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 1 1 1 1 1 0 0 0 X Alabama Administrators 2514785412 1717 Old Shell Road Mobile AL 36604 Mark J Burnett Jr Trustee 2.00 X 0 0 0 Steve Ridgeway Trustee 2.00 X 0 0 0 Colin O'Shea Trustee 2.00 X 0 0 0 J Bradley Donaghey Trustee 2.00 X 0 0 0 Bob Clapper Trustee 2.00 X 0 0 0 Kenneth W Todd Trustee 2.00 X 0 0 0 0 0 0 0 0 0 0 0 Insurance Benefits 525100 3215903 3215903 3215903 201557 201557 3417460 3417460 0 0 3170034 3170034 84600 84600 9590 9590 4641 4641 295270 295270 6014 6014 761 761 266130 266130 Actuary 4500 4500 Trustee loss of time 1601 1601 Dues & subscriptions 1275 1275 Reciprocity fees 619 619 3845035 3745585 99450 0 4736287 4345752 469606 432718 720 665 5206613 4779135 21322 5516 21322 5516 X 0 0 0 0 5185291 4773619 5185291 4773619 5206613 4779135 -427575 15903 0 X 0 1 X 0 0 0 X 3433363 15903 15903 3417460 0 3417460 3845035 0 3845035 0 3845035 Part X, Line 2: The Plan has received an exemption letter from the IRS dated March 31, 1965 that the VEBA trust established under the Plan was in compliance with the applicable requirements of the Provisions of section 501(c)(9) of the internal revenue code. The Plan and the VEBA trust are required to operate in conformity with the Internal Revenue Code to maintain the tax-exempt status of the Plan. The plan administrator believes that the Plan is being operated in compliance with the applicable requirements of the Internal Revenue Code and, therefore, believes that the related trust was tax-exempt as of the financial statement date. 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. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Form 990, Part VI, Section B, line 11b Business manager reviews before return is filed. Form 990, Part VI, Section B, line 12c Board constantly monitors conflicts of interest. Form 990, Part VI, Section C, line 19 Governing documents, conflict of interest policy, and financial statements are available upon request.