TY 2021 Form 990

(A) Name and business address	(B) Description of services	(C) Compensation
BLUE CROSS BLUE SHIELD 300 EAST RANDOLPH CHICAGO,IL60601	PPO PROVIDER	1,318,641
BRIDGEWAY BENEFIT TECHNOLOGY 3700 KOPPERS STREET SUITE 400 BALTIMORE,MD21227	COMPUTER SOFTWARE	232,263
MORGAN LEWIS & BOKIUS LLP 77 WEST WACKER DRIVE CHICAGO,IL60601	LEGAL	177,033
EXPRESS SCRIPTS INC 1 EXPRESS WAY ST LOUIS,MO63121	RX BENEFIT MANAGER	174,567
THE SEGAL COMPANY CHURCH ST STATION PO BOX 4092 NEW YORK,NY102614095	ACTUARIAL	139,108
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 6

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Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Name of the organization

SHEET METAL WORKERS LOCAL 73
WELFARE FUND

Employer identification number

36-2145881

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (2021)

Schedule B (Form 990) (2021) Page 2

Name of organization SHEET METAL WORKERS LOCAL 73 WELFARE FUND

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)

Schedule B (Form 990) (2021)

Page 3

Name of organization SHEET METAL WORKERS LOCAL 73 WELFARE FUND		Employer identification number 36-2145881

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2021)

Schedule B (Form 990) (2021)

Page 4


Name of organization SHEET METAL WORKERS LOCAL 73 WELFARE FUND			Employer identification number 36-2145881
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (2021)

Additional Data

Software ID:
Software Version:

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SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

SHEET METAL WORKERS LOCAL 73
WELFARE FUND

Employer identification number

36-2145881

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2021

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Term endowment SchDMd Bullet

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements	16,502	11,663	4,839
d	Equipment ....	1,193,009	834,601	358,408
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				363,247

Schedule D (Form 990) 2021

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3) Other (A) NIS HIGH YIELD QP FUND	1,623,040	F
(B) NHIT CORE PLUS FIXED INCOME TRUST	19,656,483	F
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	21,279,523

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	1,939,491
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2021

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	44,744,302
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	-12,077,684
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................			2e	-12,077,684
3	Subtract line 2e from line 1..................			3	56,821,986
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	228,081
b	Other (Describe in Part XIII.) ...........	4b	976,376
c	Add lines 4a and 4b....................			4c	1,204,457
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	58,026,443

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	60,273,232
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................			2e	0
3	Subtract line 2e from line 1...................			3	60,273,232
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	228,081
b	Other (Describe in Part XIII.) ............	4b	976,376
c	Add lines 4a and 4b.....................			4c	1,204,457
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	61,477,689

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART X, LINE 2:	ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	REIMBURSED ADMINISTRATIVE EXPENSES 976,376.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	REIMBURSED ADMINISTRATIVE EXPENSES 976,376.

Schedule D (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

SHEET METAL WORKERS LOCAL 73
WELFARE FUND

Employer identification number

36-2145881

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2021

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1RAYMOND SUGGS TRUSTEE	(i) (ii)	0 ------------- 225,944	0 ------------- 0	0 ------------- 3,547	0 ------------- 106,008	0 ------------- 28,608	0 ------------- 364,107	0 ------------- 0
2DAN AHERN TRUSTEE	(i) (ii)	0 ------------- 194,890	0 ------------- 0	0 ------------- 3,099	0 ------------- 94,273	0 ------------- 28,608	0 ------------- 320,870	0 ------------- 0
3MIKE VITTORIO TRUSTEE	(i) (ii)	0 ------------- 189,701	0 ------------- 0	0 ------------- 3,317	0 ------------- 93,309	0 ------------- 28,608	0 ------------- 314,935	0 ------------- 0
4PATRICK LUDVIGSEN ADMINISTRATOR	(i) (ii)	178,921 ------------- 0	0 ------------- 0	0 ------------- 0	57,878 ------------- 0	30,483 ------------- 0	267,282 ------------- 0	0 ------------- 0
5DONNA PARZYNSKI DIRECTOR OF OPERATIONS	(i) (ii)	123,489 ------------- 0	0 ------------- 0	0 ------------- 0	17,273 ------------- 0	22,583 ------------- 0	163,345 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2021

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation

Schedule J (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

Schedule L
(Form 990)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet

Attach to Form 990 or Form 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

SHEET METAL WORKERS LOCAL 73
WELFARE FUND

Employer identification number

36-2145881

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image

Part II

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e) Original principal amount	(f) Balance due	(g) In default?		(h) Approved by board or committee?		(i) Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e) Original principal amount	(f) Balance due	Yes	No	Yes	No	Yes	No






Total ............... $

Part III

Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of assistance	(d) Type of assistance	(e) Purpose of assistance

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50056A

Schedule L (Form 990) 2021

Page 2

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) SHEET METAL WORKERS INT'L ASSOCIATION LOCAL NO 73	COMMON TRUSTEES / OFFICERS	172,255	OFFICE LEASE		No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation

Schedule L (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Open to Public
Inspection

Name of the organization

SHEET METAL WORKERS LOCAL 73
WELFARE FUND

Employer identification number

36-2145881

Return Reference	Explanation
FORM 990, PART VI, SECTION A, LINE 8B	THERE ARE NO COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES WHO REVIEW AND APPROVE THE RETURN BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12C	COMPLIANCE WITH THE POLICIES ARE REVIEWED AND MONITORED THROUGH DISCUSSION AT THE TRUSTEES' MEETINGS.
FORM 990, PART VI, SECTION B, LINE 15B	THE SALARY OF THE FUND ADMINISTRATOR IS DETERMINED AND APPROVED BY THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION PROVIDES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO PARTICIPANTS AT THE FUND OFFICE UPON THEIR REQUEST.
FORM 990, PART VII, LINE 1A	THE ADMINISTRATOR, DIRECTOR OF OPERATIONS AND ASSISTANT ADMINISTRATOR HOLD THE SAME POSITIONS WITH TWO RELATED ENTITIES. THE REPORTING ORGANIZATION IS REIMBURSED BY THESE ENTITIES FOR THEIR ALLOCATED PORTION OF THEIR SALARY, FRINGE BENEFITS AND PAYROLL TAXES.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

SHEET METAL WORKERS LOCAL 73
WELFARE FUND

Employer identification number

36-2145881

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)SMW LOCAL 73 PENSION FUND 4530 W ROOSEVELT ROAD HILLSIDE,IL60162 51-6126221	PROVIDE PENSION BENEFITS TO MEMBERS	IL	401(A)		N/A		No
(2)SMW LOCAL UNION 73 4550 ROOSEVELT ROAD HILLSIDE,IL60162 36-1764263	ORGANIZE WORKERS FOR ECONOMIC, MORAL AND SOCIAL ADVANCEMENT	IL	501(C)5		N/A		No
(3)SMW LOCAL 73 APR FUND AND JOURNEYMEN'S TRNG FUND 2701 WEST VAN BUREN BELLWOOD,IL60104 36-6127341	PROVIDE FOR SUPPORT, MAINTENANCE AND ADMINISTRATION OF APPR TRAINING PROGRAM	IL	501(C)5		N/A		No
(4)INT'L ASSOC OF SMART LOCAL NO 73 LMCC TRUST FUND 4550 ROOSEVELT ROAD HILLSIDE,IL60162 32-6445729	LABOR MANAGEMENT COOPERATIVE COMMITTEE	IL	501(C)5		N/A		No
(5)SMW LOCAL 73 ANNUITY FUND 4530 W ROOSEVELT ROAD HILLSIDE,IL60162 20-5002115	PROVIDE ANNUITY BENEFITS TO MEMBERS	IL	401(A)		N/A		No
(6)SMACNA GREATER CHICAGO 1415 W 22ND ST STE 1200 OAKBROOK,IL60523 46-4927322	CONTRIBUTING EMPLOYER	IL	501(C)(6)		N/A		No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2021

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) AT MECHANICAL LLC	CONTRIBUTING EMPLOYER						No			No
(2) HAYES MECHANICAL	CONTRIBUTING EMPLOYER						No			No
(3) INTERACTIVE BUILDING SOLUTIONS LLC	CONTRIBUTING EMPLOYER						No			No
(4) NATIONS ROOF NORTH LLC	CONTRIBUTING EMPLOYER						No			No

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No
(1) A & H SHEET METAL INC	CONTRIBUTING EMPLOYER								No
(2) A-1 ROOFING COMPANY	CONTRIBUTING EMPLOYER								No
(3) AARON ENVIRONMENTAL SERVICES	CONTRIBUTING EMPLOYER								No
(4) ADMIRAL HEATING INC	CONTRIBUTING EMPLOYER								No
(5) ADVANCE MECHANICAL SYSTEMS INC	CONTRIBUTING EMPLOYER								No
(6) AERO SERVICE TEST & BALANCING	CONTRIBUTING EMPLOYER								No
(7) AIR COMFORT CORPORATION	CONTRIBUTING EMPLOYER								No
(8) AIR CON REFRIGERATION	CONTRIBUTING EMPLOYER								No
(9) AIR DESIGN SYSTEMS INC	CONTRIBUTING EMPLOYER								No
(10) AIR RITE HTG LATR CORP	CONTRIBUTING EMPLOYER								No
(11) AIR SUPPLY	CONTRIBUTING EMPLOYER								No
(12) ALBERT J WAGNER & SON LLC	CONTRIBUTING EMPLOYER								No
(13) ALL AMERICAN COMM ROOFING INC	CONTRIBUTING EMPLOYER								No
(14) ALL MECHANICAL INDUSTRIES	CONTRIBUTING EMPLOYER								No
(15) ALLOY ARCHITECTURAL SOLUTIONS	CONTRIBUTING EMPLOYER								No
(16) ALLOY WELDING INC	CONTRIBUTING EMPLOYER								No
(17) ALTHOFF INDUSTRIES	CONTRIBUTING EMPLOYER								No
(18) AMBER MECHANICAL CONTRACTORS	CONTRIBUTING EMPLOYER								No
(19) AMERICAN SHEET METAL FABRICAT	CONTRIBUTING EMPLOYER								No
(20) AMS MECHANICAL	CONTRIBUTING EMPLOYER								No
(21) ANCHOR MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(22) ANTHONY ROOFING LTD	CONTRIBUTING EMPLOYER								No
(23) ANY TEMPERATURE INC	CONTRIBUTING EMPLOYER								No
(24) ARCHITECTURAL PANEL SYS INC	CONTRIBUTING EMPLOYER								No
(25) ARCTIC ENGINEERING CO INC	CONTRIBUTING EMPLOYER								No
(26) AREA SHEET METAL INC	CONTRIBUTING EMPLOYER								No
(27) ARNOLD HTG CLG & SHEETMETAL	CONTRIBUTING EMPLOYER								No
(28) ATOMATIC MECHANICAL SERVICES	CONTRIBUTING EMPLOYER								No
(29) B & B SHEET METAL COMPANY INC	CONTRIBUTING EMPLOYER								No
(30) BASSETT MECHANICAL	CONTRIBUTING EMPLOYER								No
(31) BASYS-REMITTER	CONTRIBUTING EMPLOYER								No
(32) BENNETT & BROSSEAU SHEET METAL LLC	CONTRIBUTING EMPLOYER								No
(33) BLACKHAWK HVAC INC	CONTRIBUTING EMPLOYER								No
(34) BOSWELL BUILDING CONTRACTORS	CONTRIBUTING EMPLOYER								No
(35) BUILDERS HEATING INC	CONTRIBUTING EMPLOYER								No
(36) BURKE ROOFING & SHEET METAL	CONTRIBUTING EMPLOYER								No
(37) C ACITELLI HEATING & PIPING	CONTRIBUTING EMPLOYER								No
(38) CEMCO	CONTRIBUTING EMPLOYER								No
(39) CES MECHANICAL SERVICES INC	CONTRIBUTING EMPLOYER								No
(40) CHICAGO PIPE & BOILER COVERING CO	CONTRIBUTING EMPLOYER								No
(41) CHICAGO SWITCHBOARD CO INC	CONTRIBUTING EMPLOYER								No
(42) CLEAT'S MFG CO	CONTRIBUTING EMPLOYER								No
(43) CLIMATE MASTER MECHANICAL CONT	CONTRIBUTING EMPLOYER								No
(44) CLIMATE SERVICE INC	CONTRIBUTING EMPLOYER								No
(45) CLIMATEMP SERVICE GROUP LLC - INACT	CONTRIBUTING EMPLOYER								No
(46) CMC JOINT VENTURE LLC	CONTRIBUTING EMPLOYER								No
(47) COLUMBIA SM WORKS	CONTRIBUTING EMPLOYER								No
(48) COMBINED MECHANICAL INDUSTRIES	CONTRIBUTING EMPLOYER								No
(49) COMBINED ROOFING SERVICES LLC	CONTRIBUTING EMPLOYER								No
(50) COMBINED SERVICES HVAC INC	CONTRIBUTING EMPLOYER								No
(51) COMFORT TEMP INC	CONTRIBUTING EMPLOYER								No
(52) COMMAND VENTILATION GROUP LLC	CONTRIBUTING EMPLOYER								No
(53) COMMERCIAL SPECIALTIES INC	CONTRIBUTING EMPLOYER								No
(54) COMPETITIVE PIPING SYSTEMS INC	CONTRIBUTING EMPLOYER								No
(55) COMPLETE MECHANICAL PIPING LLC	CONTRIBUTING EMPLOYER								No
(56) CONTROLLED ENVIRONMENT	CONTRIBUTING EMPLOYER								No
(57) COOLING EQUIPMENT SERVICE	CONTRIBUTING EMPLOYER								No
(58) COTTAGE SHEET METAL	CONTRIBUTING EMPLOYER								No
(59) CRITICAL ENV PROFESSIONALS	CONTRIBUTING EMPLOYER								No
(60) CROWN CORR CONSTRUCTION	CONTRIBUTING EMPLOYER								No
(61) CROWTHER RFG CO & S M	CONTRIBUTING EMPLOYER								No
(62) CT MECHANICAL	CONTRIBUTING EMPLOYER								No
(63) D & K SHEET METAL INC	CONTRIBUTING EMPLOYER								No
(64) D & P MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(65) DEKALB MECHANICAL	CONTRIBUTING EMPLOYER								No
(66) DEKAYO CORP DBA ORTIZ CONTRACTING	CONTRIBUTING EMPLOYER								No
(67) DELTA HEATING & AIR CONDITION	CONTRIBUTING EMPLOYER								No
(68) DEMCO INC	CONTRIBUTING EMPLOYER								No
(69) DENNING INC	CONTRIBUTING EMPLOYER								No
(70) DES PLAINES GLASS CO	CONTRIBUTING EMPLOYER								No
(71) DOMAIN CORP	CONTRIBUTING EMPLOYER								No
(72) DOORNBOS ACQUISITION LLC	CONTRIBUTING EMPLOYER								No
(73) DUSABLE CONSTRUCTION CO INC	CONTRIBUTING EMPLOYER								No
(74) DYNACOIL INC	CONTRIBUTING EMPLOYER								No
(75) E E INSTALLATIONS INC	CONTRIBUTING EMPLOYER								No
(76) EAST MOLINE SHEET METAL CO	CONTRIBUTING EMPLOYER								No
(77) EDWARDS ENGINEERING INC	CONTRIBUTING EMPLOYER								No
(78) ELENS & MAICHINS ROOFING & SHEE	CONTRIBUTING EMPLOYER								No
(79) EMCOR SERVICES TEAM MECHANICAL	CONTRIBUTING EMPLOYER								No
(80) ENCLOSURE SOLUTIONS & FACADES	CONTRIBUTING EMPLOYER								No
(81) ENGINEERED WALL SYSTEMS MIDWEST LLC	CONTRIBUTING EMPLOYER								No
(82) ENVIROMENT MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(83) ENVIRONMENT MECH SERVICES	CONTRIBUTING EMPLOYER								No
(84) EOS MECHANICAL	CONTRIBUTING EMPLOYER								No
(85) ERICKSON ELECTRICAL	CONTRIBUTING EMPLOYER								No
(86) EXCEL MECHANICAL SERVICES LLC	CONTRIBUTING EMPLOYER								No
(87) EXCELLENCE & QUALITY SHEET	CONTRIBUTING EMPLOYER								No
(88) FAB-RITE SHEET METAL	CONTRIBUTING EMPLOYER								No
(89) FE MORAN INC	CONTRIBUTING EMPLOYER								No
(90) FE MORAN MECHANICAL SERVICES	CONTRIBUTING EMPLOYER								No
(91) FLO TECH MECHANICAL SYSTEMS	CONTRIBUTING EMPLOYER								No
(92) FORECAST HEATING & COOLING INC	CONTRIBUTING EMPLOYER								No
(93) G T MECHANICAL PROJ & DEIGN	CONTRIBUTING EMPLOYER								No
(94) GALAS HEATING AND AIR CONDITIO	CONTRIBUTING EMPLOYER								No
(95) GE MATHIS CO	CONTRIBUTING EMPLOYER								No
(96) GENERAL REFRIG SERVICE CORP	CONTRIBUTING EMPLOYER								No
(97) GHC MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(98) GLASS MANAGEMENT SERVICE DBA	CONTRIBUTING EMPLOYER								No
(99) GREAT LAKES HOTEL SUPPLY	CONTRIBUTING EMPLOYER								No
(100) GROSSE MECHANICAL CONTRACTORS	CONTRIBUTING EMPLOYER								No
(101) GUS BERTHOLD ELEC	CONTRIBUTING EMPLOYER								No
(102) H D INDUSTRIAL INC	CONTRIBUTING EMPLOYER								No
(103) HARDESTY HEATING & COOLING	CONTRIBUTING EMPLOYER								No
(104) HARTWIG PLUMBING & HEATINGINC	CONTRIBUTING EMPLOYER								No
(105) HAYES COMMERCIAL LLC	CONTRIBUTING EMPLOYER								No
(106) HEMINGWAY CHIMNEY LLC	CONTRIBUTING EMPLOYER								No
(107) HENNESSY SHEET METAL INC	CONTRIBUTING EMPLOYER								No
(108) HIGHLAND PARK MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(109) HILL MECHANICAL CORP	CONTRIBUTING EMPLOYER								No
(110) HILL MECHANICAL SERVICES INC	CONTRIBUTING EMPLOYER								No
(111) ICON IDENTITY SOLUTIONS	CONTRIBUTING EMPLOYER								No
(112) INDEPENDANT MECHANICAL INDUSTRI INC	CONTRIBUTING EMPLOYER								No
(113) IN-STALL INC	CONTRIBUTING EMPLOYER								No
(114) INTERIOR CONCEPTS INC	CONTRIBUTING EMPLOYER								No
(115) INTERNATIONAL TEST & BALANCE	CONTRIBUTING EMPLOYER								No
(116) J & A SHEET METAL	CONTRIBUTING EMPLOYER								No
(117) J P HEATING INC	CONTRIBUTING EMPLOYER								No
(118) J2 MECHANICAL LLC	CONTRIBUTING EMPLOYER								No
(119) JADE MECHANICAL SERVICES LLC	CONTRIBUTING EMPLOYER								No
(120) JAS D AHERN CO	CONTRIBUTING EMPLOYER								No
(121) JENSEN PLUMBING &HTG IN	CONTRIBUTING EMPLOYER								No
(122) JOHN J RICKHOFF SHEET METAL CO	CONTRIBUTING EMPLOYER								No
(123) JOHN MAIER CO	CONTRIBUTING EMPLOYER								No
(124) JONES & CLEARY SM CO IN	CONTRIBUTING EMPLOYER								No
(125) KEY WEST METAL INDUSTRIES INC	CONTRIBUTING EMPLOYER								No
(126) KIRBY SHEET METAL WORKS INC	CONTRIBUTING EMPLOYER								No
(127) KNICKERBOCKER SM CO INC	CONTRIBUTING EMPLOYER								No
(128) L MARSHALL INC	CONTRIBUTING EMPLOYER								No
(129) M L RONGO INC	CONTRIBUTING EMPLOYER								No
(130) MW POWELL COMPANY	CONTRIBUTING EMPLOYER								No
(131) MADON SHEET METAL LLC	CONTRIBUTING EMPLOYER								No
(132) MAGIC INSTALLATIONS IN	CONTRIBUTING EMPLOYER								No
(133) MAIER MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(134) MARTIN PETERSEN COMPANYINC	CONTRIBUTING EMPLOYER								No
(135) MAY-AIRE HEATING & COOLINGINC	CONTRIBUTING EMPLOYER								No
(136) MCCAULEY MECHANICAL CONSTRUCT	CONTRIBUTING EMPLOYER								No
(137) MCDONOUGH MECHANICAL SERV INC	CONTRIBUTING EMPLOYER								No
(138) MECHANICAL CONCEPTS OF IL INC	CONTRIBUTING EMPLOYER								No
(139) MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(140) MECHANICAL SOLUTIONS INC	CONTRIBUTING EMPLOYER								No
(141) MECHANICAL TEST & BALANCING	CONTRIBUTING EMPLOYER								No
(142) METAL EDGE	CONTRIBUTING EMPLOYER								No
(143) METAL WORKS OF CHICAGO INC	CONTRIBUTING EMPLOYER								No
(144) METALMASTERROOFMASTER	CONTRIBUTING EMPLOYER								No
(145) MG MECHANICAL CONTRACTING INC	CONTRIBUTING EMPLOYER								No
(146) MIDWEST MECHANICAL HOLDINGS CO	CONTRIBUTING EMPLOYER								No
(147) MK INDUSTRIES INC	CONTRIBUTING EMPLOYER								No
(148) M-K SIGNS INC	CONTRIBUTING EMPLOYER								No
(149) MORTENSON ROOFING	CONTRIBUTING EMPLOYER								No
(150) MURPHY & MILLER INC	CONTRIBUTING EMPLOYER								No
(151) NATIONAL HEAT & POWER CORP	CONTRIBUTING EMPLOYER								No
(152) NORTHERN WEATHERMAKERS HVAC	CONTRIBUTING EMPLOYER								No
(153) OCHOA MECHANICAL GROUP LLC	CONTRIBUTING EMPLOYER								No
(154) OELERICH HVAC INC	CONTRIBUTING EMPLOYER								No
(155) O'HARE ENGINEERING INC	CONTRIBUTING EMPLOYER								No
(156) O'HARE MECHANICAL CONTRACTORS	CONTRIBUTING EMPLOYER								No
(157) P&MMERCURY MECH CORPORATION	CONTRIBUTING EMPLOYER								No
(158) PASQUESI PLUMBING HTG	CONTRIBUTING EMPLOYER								No
(159) PERFECT TEMPERATURE CONTROL	CONTRIBUTING EMPLOYER								No
(160) PETERSON ELECTRICAL PANEL MFG	CONTRIBUTING EMPLOYER								No
(161) PRE-APPRENTICE WELFARE REVERAL	CONTRIBUTING EMPLOYER								No
(162) PRO PRECISION STALLS INC	CONTRIBUTING EMPLOYER								No
(163) PROGRESSIVE DYNAMICS INC	CONTRIBUTING EMPLOYER								No
(164) QUALITY ERECTORS 1 INC	CONTRIBUTING EMPLOYER								No
(165) QUALITY MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(166) QU-BAR INC	CONTRIBUTING EMPLOYER								No
(167) QUICKSILVER MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(168) R B HAYWARD COMPANY	CONTRIBUTING EMPLOYER								No
(169) R J OLMEN CO	CONTRIBUTING EMPLOYER								No
(170) RGH HEATING & COOLING INC	CONTRIBUTING EMPLOYER								No
(171) RAM MECHANICAL SERVICES LLC	CONTRIBUTING EMPLOYER								No
(172) RAPTOR MECHANICAL	CONTRIBUTING EMPLOYER								No
(173) RAVINIA PLUMBING & HEATING	CONTRIBUTING EMPLOYER								No
(174) RD'S HVAC INC	CONTRIBUTING EMPLOYER								No
(175) REYES PROFESSIONAL INSTALLATION INC	CONTRIBUTING EMPLOYER								No
(176) RICE MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(177) ROBERTS ENVIROMENTAL CONTROL	CONTRIBUTING EMPLOYER								No
(178) ROOFS INC	CONTRIBUTING EMPLOYER								No
(179) ROYAL SHEET METAL	CONTRIBUTING EMPLOYER								No
(180) S MECHANICAL	CONTRIBUTING EMPLOYER								No
(181) SCHMIDT STEEL INC	CONTRIBUTING EMPLOYER								No
(182) SEAL TIGHT EXTERIORS INC	CONTRIBUTING EMPLOYER								No
(183) SERVICE MECHANICAL INDUSTRIES	CONTRIBUTING EMPLOYER								No
(184) SHEET METAL WERKS INC	CONTRIBUTING EMPLOYER								No
(185) SHERMAN MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(186) SOUTH CHICAGO HEATING	CONTRIBUTING EMPLOYER								No
(187) SOUTH EASTERN MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(188) SOUTH SUBURBAN HEATING SM	CONTRIBUTING EMPLOYER								No
(189) SOUTH TOWN REFRIGERATION LLC	CONTRIBUTING EMPLOYER								No
(190) SPECIALTY CONSTRUCTION LLC	CONTRIBUTING EMPLOYER								No
(191) STAINLESS EQUIP INSTALL LLC	CONTRIBUTING EMPLOYER								No
(192) STANTON MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(193) STATE MECHANICAL SERVICES LLC	CONTRIBUTING EMPLOYER								No
(194) STEVENS ENGINEERS & CONSTRUCTORS I	CONTRIBUTING EMPLOYER								No
(195) STRAIGHT LINE ERECTORS	CONTRIBUTING EMPLOYER								No
(196) SULLIVAN ROOFING INC	CONTRIBUTING EMPLOYER								No
(197) SUMMIT MECHANICAL GROUP	CONTRIBUTING EMPLOYER								No
(198) SUMMIT SHEET METAL SPECIALIST	CONTRIBUTING EMPLOYER								No
(199) SUN MECHANICAL SYSTEMS INC	CONTRIBUTING EMPLOYER								No
(200) SUN RAY HTG INC	CONTRIBUTING EMPLOYER								No
(201) SUPERIOR SHEET METAL & HEATING INC	CONTRIBUTING EMPLOYER								No
(202) SUPERIOR TEST & BALANCE INC	CONTRIBUTING EMPLOYER								No
(203) SYNERGY MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(204) SYSTEMS MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(205) TAL-MAR CUSTOM METAL FAB	CONTRIBUTING EMPLOYER								No
(206) TEMPCO HEATING & AIR CONDITIONING	CONTRIBUTING EMPLOYER								No
(207) TEMPERATURE SERVICE COMPANY	CONTRIBUTING EMPLOYER								No
(208) THE HEAT ENGINEERING COMPANY	CONTRIBUTING EMPLOYER								No
(209) TISC LLC	CONTRIBUTING EMPLOYER								No
(210) TOTAL TEST & BALANCE INC	CONTRIBUTING EMPLOYER								No
(211) TRIMARK MARLINN LLC	CONTRIBUTING EMPLOYER								No
(212) TUSCHALL ENGINEERING CO INC	CONTRIBUTING EMPLOYER								No
(213) V J KILLIAN COMPANY	CONTRIBUTING EMPLOYER								No
(214) VANS INDUSTRIAL INC	CONTRIBUTING EMPLOYER								No
(215) VENT PRODUCTS CO	CONTRIBUTING EMPLOYER								No
(216) VENTRIC MECHANICAL SYSTEMS INC	CONTRIBUTING EMPLOYER								No
(217) WEO INC	CONTRIBUTING EMPLOYER								No
(218) WESTSIDE MECH DESIGNBUILD	CONTRIBUTING EMPLOYER								No
(219) WHITED BROTHERS INC	CONTRIBUTING EMPLOYER								No
(220) WIESBROOK SHEET METAL	CONTRIBUTING EMPLOYER								No
(221) YOUNA MECHANICAL INC	CONTRIBUTING EMPLOYER								No

Schedule R (Form 990) 2021

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

Yes

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

Yes

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

Yes

r Other transfer of cash or property to related organization(s) ............................

Yes

s Other transfer of cash or property from related organization(s) ............................

Yes

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved

Schedule R (Form 990) 2021

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2021

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) 2021

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: PROVIDE HEALTH BENEFITS
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	6
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	3
5	Total number of individuals employed in calendar year 2021 (Part V, line 2a) ......	5	111
6	Total number of volunteers (estimate if necessary) .............	6	0
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	299,500
9	Program service revenue (Part VIII, line 2g) .........	53,511,240	55,086,060
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	3,462,611	2,639,156
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	60	1,727
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	56,973,911	58,026,443
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	57,632,140	57,956,884
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	1,728,506	1,784,078
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	1,855,267	1,736,727
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	61,215,913	61,477,689
19	Revenue less expenses. Subtract line 18 from line 12.......	-4,242,002	-3,451,246
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	114,741,482	98,200,346
21	Total liabilities (Part X, line 26).............	3,092,134	2,079,928
22	Net assets or fund balances. Subtract line 21 from line 20.....	111,649,348	96,120,418

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	TO PROVIDE HEALTH, DENTAL AND LIFE BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)			(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(1) RAYMOND SUGGS...................................................................... TRUSTEE	3.00 ................. 40.00	X			0	229,491	134,616
(2) MIKE VITTORIO...................................................................... TRUSTEE	3.00 ................. 40.00	X			0	193,018	121,917
(3) DAN AHERN...................................................................... TRUSTEE	3.00 ................. 40.00	X			0	197,989	122,881
(4) JAMES S BILLARD...................................................................... TRUSTEE	3.00 .................	X			0	0	0
(5) WILLIAM BEUKEMA...................................................................... TRUSTEE	3.00 .................	X			0	0	0
(6) TONY ADOLFS...................................................................... TRUSTEE	3.00 .................	X			0	0	0
(7) PATRICK LUDVIGSEN...................................................................... ADMINISTRATOR	30.00 ................. 10.00		X		178,921	0	88,361
(8) DONNA PARZYNSKI...................................................................... DIRECTOR OF OPERATIONS	26.00 ................. 14.00			X	123,489	0	39,856
(9) DIANA MASLANKA...................................................................... WELFARE DEPARTMENT MANAGER	40.00 .................			X	106,694	0	35,994
(10) JAMES FEINBERG...................................................................... ASSISTANT ADMINISTRATOR	35.00 ................. 5.00			X	101,736	0	35,949

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	510,840	620,498	579,574

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e	299,500

f	All other contributions, gifts, grants, and similar amounts not included above		1f

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		299,500

		Business Code
2a	EMPLOYER CONTRIBUTIONS	900099	47,555,726	47,555,726
b	RETIREE CONTRIBUTIONS	900099	4,861,774	4,861,774
c	MEDICARE PT. D REBATES	900099	1,038,527	1,038,527
d	REIMBURSED ADMINISTRAT	900099	976,376	976,376
e	COBRA CONTRIBUTIONS AN	900099	653,657	653,657
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		55,086,060

3 Investment income (including dividends, interest, and othersimilar amounts) ......			1,331,931			1,331,931
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		87,145,023	7a
b	Less: cost or other basis and sales expenses		85,837,798	7b
c	Gain or (loss)		1,307,225	7c
d	Net gain or (loss).........			1,307,225			1,307,225
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a	MISCELLANEOUS INCOME		900099	1,727			1,727
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			1,727
12	Total revenue. See instructions.....			58,026,443	55,086,060	0	2,640,883

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......	57,956,884
5	Compensation of current officers, directors, trustees, and key employees ...........	279,670
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	1,003,290
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	144,287
9	Other employee benefits .......	261,380
10	Payroll taxes ...........	95,451
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	284,689
c	Accounting ...........	125,066
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	228,081
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	182,272
12	Advertising and promotion ....
13	Office expenses .......	208,609
14	Information technology ......	351,503
15	Royalties ..
16	Occupancy ...........	189,580
17	Travel ............
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	8,851
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	98,436
23	Insurance ...	37,933
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	FEES MANDATED BY ACA	21,707
b
c
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	61,477,689
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			4,750,019	1	5,009,262
2	Savings and temporary cash investments .........			2,404,049	2	2,286,322
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			3,583,000	4	3,876,103
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			98,447	9	106,497
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	1,209,511
b	Less: accumulated depreciation	10b	846,264	391,437	10c	363,247
11	Investments—publicly traded securities .			76,541,734	11	62,053,577
12	Investments—other securities. See Part IV, line 11 .....			25,065,985	12	21,279,523
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			1,906,811	15	3,225,815
16	Total assets. Add lines 1 through 15 (must equal line 33)...			114,741,482	16	98,200,346

17	Accounts payable and accrued expenses .....	189,607	17	140,437
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	2,902,527	25	1,939,491
26	Total liabilities. Add lines 17 through 25..	3,092,134	26	2,079,928

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........		27
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....	0	29	0
30	Paid-in or capital surplus, or land, building or equipment fund ...	0	30	0
31	Retained earnings, endowment, accumulated income, or other funds	111,649,348	31	96,120,418
32	Total net assets or fund balances ...........	111,649,348	32	96,120,418
33	Total liabilities and net assets/fund balances ........	114,741,482	33	98,200,346