Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
A For the 2021 calendar year, or tax year beginning 01-01-2022 , and ending 12-31-2022
BCheck if applicable:
CName of organization
SHEET METAL WORKERS LOCAL UNION NO 20
WELFARE AND BENEFIT FUND
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
2828 EAST 45TH STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
INDIANAPOLIS, IN46205
D Employer identification number

35-6028684
E Telephone number

G Gross receipts $ 84,432,180
F Name and address of principal officer:
TRENT TODD
2828 EAST 45TH STREET
INDIANAPOLIS,IN46205
I
Tax-exempt status: ( 5 ) LeftBullet (insert no.) or
J
Website:MediumBullet
N/A
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1954
M State of legal domicile: IN
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: PROVIDE HEALTH BENEFITS
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 14
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 7
5 Total number of individuals employed in calendar year 2021 (Part V, line 2a) ...... 5 82
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
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 0
9 Program service revenue (Part VIII, line 2g) ......... 57,200,735 55,722,139
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 4,629,210 2,467,325
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 224
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 61,829,945 58,189,688
Expenses; 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)..... 58,657,846 54,623,086
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 271,296 302,961
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 612,860 591,941
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 59,542,002 55,517,988
19 Revenue less expenses. Subtract line 18 from line 12....... 2,287,943 2,671,700
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 154,194,573 136,847,179
21 Total liabilities (Part X, line 26)............. 305,316 428,145
22 Net assets or fund balances. Subtract line 21 from line 20..... 153,889,257 136,419,034
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2021)
Form 990 (2021)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: PROVIDE HEALTH BENEFITS
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
TO PROVIDE HEALTH AND WELFARE, LONG-TERM DISABILITY AND DEATH BENEFITS TO MEMBERS AND THEIR DEPENDENTS.
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 expensesMediumBullet  
Form 990 (2021)
Form 990 (2021)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A.....................
1
 
No
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment
List of Attached Documents:
// Content
.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
List of Attached Documents:
// Content
....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment
List of Attached Documents:
// Content
..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment
List of Attached Documents:
// Content
.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment
List of Attached Documents:
// Content
............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment
List of Attached Documents:
// Content
......................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....
21
 
No
Form 990 (2021)
Form 990 (2021)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
 
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
 
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or 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? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
List of Attached Documents:
// Content
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
61
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
82
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. See instructions.
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
 
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2021)
Form 990 (2021)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
14
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
7
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
 
No
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
 
No
14
Did the organization have a written document retention and destruction policy? .........
14
 
No
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
 
No
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
IN
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletSONYA HOWARD2828 EAST 45TH ST   INDIANAPOLIS,IN46205 (317) 549-6005
Form 990 (2021)
Form 990 (2021)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(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
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) CHARLES GRAVES......................................................................
TRUSTEE
 1.00
.................
1.00 		X           0 0 0
(2) JOYCE HUBBARD......................................................................
TRUSTEE
 1.00
.................
1.00 		X           0 0 0
(3) JOSEPH LANSDELL......................................................................
TRUSTEE
 1.00
.................
1.00 		X           0 0 0
(4) HANK MEYERS......................................................................
TRUSTEE
 1.00
.................
1.00 		X           0 0 0
(5) LORI SCHMIDT......................................................................
TRUSTEE
 1.00
.................
1.00 		X           0 0 0
(6) CINDY TRIMPE......................................................................
TRUSTEE
 1.00
.................
1.00 		X           0 0 0
(7) KEVIN NEEDHAM......................................................................
TRUSTEE
 1.00
.................
50.00 		X           0 90,209 68,937
(8) JEFFREY HAMILTON......................................................................
TRUSTEE - PAST
 1.00
.................
50.00 		X           0 60,573 49,186
(9) J SCOTT PARKS......................................................................
TRUSTEE - PAST
 1.00
.................
55.00 		X           0 95,363 59,202
(10) JOHN WRIGHT......................................................................
TRUSTEE
 1.00
.................
50.00 		X           0 83,978 68,388
(11) DARRYL ESTERLINE......................................................................
TRUSTEE
 1.00
.................
50.00 		X           0 89,632 71,020
(12) SHAUN REINOEHL......................................................................
TRUSTEE
 1.00
.................
50.00 		X           0 95,283 63,841
(13) TRENT TODD......................................................................
TRUSTEE
 1.00
.................
55.00 		X           0 116,828 68,726
(14) KREG HOMOKY......................................................................
TRUSTEE - NEW
 1.00
.................
50.00 		X           0 113,449 76,324
(15) TOM LAUBHAN......................................................................
TRUSTEE
 1.00
.................
1.00 		X           0 0 0
(16) ANTHONY YOUNG......................................................................
TRUSTEE - NEW
 1.00
.................
50.00 		X           0 98,393 65,988
(17) HAZEL COMPTON......................................................................
FUND MANAGER - PAST
 30.00
.................
10.00 		    X       61,225 0 21,941
Form 990 (2021)
Form 990 (2021)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(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
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) BRIAN ARMSTRONG........................................................................
FUND MANAGER - NEW
 30.00
.......................10.00 		    X       92,269 0 37,942
























1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 153,494 843,708 651,495
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet0
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
ANTHEM INSURANCE COMPANIES INC

120 MONUMENT CIRCLE
INDIANAPOLIS,IN46204 		PPO NETWORK PROVIDER 1,401,303
NATIONAL EMPLOYEE BENEFITS ADMINISTRATOR

2010 NW 15OTH AVE
PEMBROKE PINES,FL33028 		CLAIMS PROCESSING 394,839
COSTCO HEALTH SOLUTIONS

999 LAKE DRIVE
ISSAQUAH,WA98027 		PHARMACY NETWORK PROVIDER 287,393
HORIZON ACTUARIAL SERVICES LLC

1040 CROWN POINTE PKWY SUITE 560
ATLANTA,GA30338 		BENEFIT CONSULTANT 177,693
DELTA DENTAL PLAN OF INDIANA

225 S EAST ST STE 358
INDIANAPOLIS,IN46202 		DENTAL NETWORK PROVIDER 115,668
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet5
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet  
Program Service RevenueAmt Business Code
2a EMPLOYER CONTRIBUTIONS 900099 46,074,728 46,074,728    
b PARTICIPANT/RETIREE CONTRIBUTIONS 900099 6,663,043 6,663,043    
c PRESCRIPTION DRUG SUBSIDIES/REBAT 900099 2,199,775 2,199,775    
d NATIONAL PENSION FUND SUBSIDY 900099 471,169 471,169    
e SASMI CONTRIBUTIONS 900099 185,250 185,250    
f All other program service revenue. 128,174 128,174    
g Total. Add lines 2a–2f .....MediumBullet 55,722,139
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 3,880,971     3,880,971
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(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).......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   24,828,846 7a
b Less: cost or other basis and sales expenses   26,242,492 7b
c Gain or (loss)   -1,413,646 7c
d Net gain or (loss).........MediumBullet -1,413,646     -1,413,646
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..MediumBullet      
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..MediumBullet        
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..MediumBullet        
Business Code Miscellaneous Revenue
11a MISCELLANEOUS 900099 224     224
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 224
12 Total revenue. See instructions.....MediumBullet 58,189,688 55,722,139 0 2,467,549
Form 990 (2021)
Form 990 (2021)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
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 ....... 54,623,086  
5 Compensation of current officers, directors, trustees, and key employees ........... 160,032      
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........ 89,996      
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 12,157      
9 Other employee benefits ....... 25,310      
10 Payroll taxes ........... 15,466      
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 56,351      
c Accounting ........... 69,457      
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 87,752      
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 177,693      
12 Advertising and promotion ....        
13 Office expenses ....... 31,282      
14 Information technology ...... 45,641      
15 Royalties ..        
16 Occupancy ........... 13,618      
17 Travel ............        
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 50,280      
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 4,005      
23 Insurance ... 30,242      
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 PCORI FEES 23,090      
b INTL FOUNDATION DUES 2,530      
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 55,517,988      
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 MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2021)
Form 990 (2021)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 5,489,837 1 5,996,560
2 Savings and temporary cash investments ......... 4,230,615 2 7,058,869
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 6,337,278 4 6,236,233
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 ...... 78,703 9 80,901
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 436,626
b Less: accumulated depreciation 10b 421,397 5,379 10c 15,229
11 Investments—publicly traded securities . 138,052,761 11 117,459,387
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ...........   15  
16 Total assets. Add lines 1 through 15 (must equal line 33)... 154,194,573 16 136,847,179
Liabilities 17 Accounts payable and accrued expenses ..... 177,684 17 162,584
18 Grants payable ...   18  
19 Deferred revenue ......... 127,632 19 217,189
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 0 25 48,372
26 Total liabilities. Add lines 17 through 25.. 305,316 26 428,145
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet 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 MediumBullet 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 153,889,257 31 136,419,034
32 Total net assets or fund balances ........... 153,889,257 32 136,419,034
33 Total liabilities and net assets/fund balances ........ 154,194,573 33 136,847,179
Form 990 (2021)
Form 990 (2021)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
58,189,688
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
55,517,988
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
2,671,700
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
153,889,257
5
Net unrealized gains (losses) on investments ...............
5
-20,141,923
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
136,419,034
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2021)
Form 990 (2021)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet 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 UNION NO 20
WELFARE AND BENEFIT FUND
Employer identification number

35-6028684
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 ........    
5
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? ............
6
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? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
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.
Held at the End of the 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  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
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)? .............................
9
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.
1a
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.
b
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 $  
2
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:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
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

Schedule D (Form 990) 2021
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
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):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
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?...
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.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
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  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
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 ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Term endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
 
(ii) Related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
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   53,963 53,963 0
d Equipment ....   382,663 367,434 15,229
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 15,229
Schedule D (Form 990) 2021

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)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
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.)Small Bullet  
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.)...........Small Bullet  
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  
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 48,372
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

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 37,960,013
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -20,141,923
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 -20,141,923
3 Subtract line 2e from line 1.................. 3 58,101,936
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 87,752
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c 87,752
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 58,189,688
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 55,430,236
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 55,430,236
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 87,752
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c 87,752
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 55,517,988
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.
Schedule D (Form 990) 2021


Additional Data


Software ID:  
Software Version:  




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
2022
Open to Public Inspection
Name of the organization
SHEET METAL WORKERS LOCAL UNION NO 20
WELFARE AND BENEFIT FUND
Employer identification number

35-6028684
Part I
Questions Regarding Compensation
Yes
No
1a
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.
b
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 .....
1b
 
 
2
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? ....
2
 
 
3
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.
4
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:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
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.
5
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:
a
The organization? ....................
5a
 
 
b
Any related organization? .......................
5b
 
 
If "Yes," on line 5a or 5b, describe in Part III.
6
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:
a
The organization? ..................
6a
 
 
b
Any related organization? ......................
6b
 
 
If "Yes," on line 6a or 6b, describe in Part III.
7
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 ............
7
 
 
8
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 ..........................
8
 
 
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
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
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1KREG HOMOKY
TRUSTEE - NEW 		(i)

(ii)		 0
-------------
113,449 		0
-------------
0 		0
-------------
0 		0
-------------
51,089 		0
-------------
25,235 		0
-------------
189,773 		0
-------------
0
2TRENT TODD
TRUSTEE 		(i)

(ii)		 0
-------------
116,828 		0
-------------
0 		0
-------------
0 		0
-------------
44,308 		0
-------------
24,418 		0
-------------
185,554 		0
-------------
0
3ANTHONY YOUNG
TRUSTEE - NEW 		(i)

(ii)		 0
-------------
98,393 		0
-------------
0 		0
-------------
0 		0
-------------
41,695 		0
-------------
24,293 		0
-------------
164,381 		0
-------------
0
4DARRYL ESTERLINE
TRUSTEE 		(i)

(ii)		 0
-------------
89,632 		0
-------------
0 		0
-------------
0 		0
-------------
46,859 		0
-------------
24,161 		0
-------------
160,652 		0
-------------
0
5KEVIN NEEDHAM
TRUSTEE 		(i)

(ii)		 0
-------------
90,209 		0
-------------
0 		0
-------------
0 		0
-------------
44,630 		0
-------------
24,307 		0
-------------
159,146 		0
-------------
0
6SHAUN REINOEHL
TRUSTEE 		(i)

(ii)		 0
-------------
95,283 		0
-------------
0 		0
-------------
0 		0
-------------
39,740 		0
-------------
24,101 		0
-------------
159,124 		0
-------------
0
7J SCOTT PARKS
TRUSTEE - PAST 		(i)

(ii)		 0
-------------
95,363 		0
-------------
0 		0
-------------
0 		0
-------------
39,342 		0
-------------
19,860 		0
-------------
154,565 		0
-------------
0
8JOHN WRIGHT
TRUSTEE 		(i)

(ii)		 0
-------------
83,978 		0
-------------
0 		0
-------------
0 		0
-------------
44,409 		0
-------------
23,979 		0
-------------
152,366 		0
-------------
0
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
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) 2022

Additional Data


Software ID:  
Software Version:  
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 UNION NO 20
WELFARE AND BENEFIT FUND
Employer identification number

35-6028684
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY FOR ITS REVIEW AND APPROVAL BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12C FUND PERSONNEL HAVE THE CONTINUING RESPONSIBILITY TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS AND TO IMMEDIATELY MAKE SUCH DISCLOSURES. IN ANY DETERMINATION BY THE TRUSTEES OF A CONFLICT OF INTEREST, THE PERSON WITH THE CONFLICT OF INTEREST SHALL BE EXCLUDED FROM THE DISCUSSION AND DETERMINATION OF SUCH CONFLICT. DISCLOSURE OF A CONFLICT OF INTEREST SHOULD BE MADE TO THE FUND MANAGER, WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE TRUSTEES OR A DULY CONSTITUTED COMMITTEE THEREOF. DISCLOSURE INVOLVING TRUSTEES SHOULD BE MADE TO THE CHAIRMAN OF THE BOARD OF TRUSTEES, WHO SHALL BRING THESE MATTERS TO THE TRUSTEES OR A DULY CONSTITUTED COMMITTEE THEREOF. THE TRUSTEES OR A DULY CONSTITUTED COMMITTEE THEREOF SHALL DETERMINE WHETHER A CONFLICT EXISTS AND, IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR AND REASONABLE TO THE FUND. THE DECISION OF THE TRUSTEES OR A DULY CONSTITUTED COMMITTEE THEREOF ON THESE MATTERS WILL REST IN THEIR SOLE DISCRETION, AND THEIR CONCERN SHALL BE THE WELFARE OF THE FUND AND THE ADVANCEMENT OF ITS PURPOSE.
FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
FORM 990, PART V, LINE 2A THE NUMBER OF EMPLOYEES REPORTED ON FORM W-3, TRANSMITTAL OF WAGE AND TAX STATEMENTS, FILED FOR THE CALENDAR YEAR ENDING WITH OR WITHIN THE YEAR COVERED BY THIS RETURN INCLUDES BOTH EMPLOYEES OF THE OFFICE AND PARTICIPANTS OF THE FUND THAT HAVE RECEIVED DISABILITY PAYMENTS DURING THE YEAR.
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:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach 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 UNION NO 20
WELFARE AND BENEFIT FUND
Employer identification number

35-6028684
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?
Yes No
(1)SMART LOCAL UNION NO 20
2828 EAST 45TH STREET

INDIANAPOLIS,IN46205
35-1578996 		LABOR UNION IN 501(C)(5)    
 
No
(2)SMW LOCAL NO 20 INDIANAPOLIS AREA PENSION TRUST FUND
2828 EAST 45TH STREET

INDIANAPOLIS,IN46205
51-0168516 		PROVIDE RETIREMENT BENEFITS TO MEMBERS OR THEIR BENEFICIARIES IN 401(A)    
 
No
(3)SMW LOCAL NO 20 DEFINED CONTRIBUTION PENSION FUND
2828 EAST 45TH STREET

INDIANAPOLIS,IN46205
35-2062343 		PROVIDE RETIREMENT BENEFITS TO MEMBERS OR THEIR BENEFICIARIES IN 401(A)    
 
No
(4)BCRC ADMINISTRATORS
 
 
CONTRIBUTING EMPLOYER IN      
 
No
(5)JOINT APPRENTICE TRAINING FUND
 
 
CONTRIBUTING EMPLOYER IN      
 
No
(6)NORTHERN IN SHEET METAL
 
 
CONTRIBUTING EMPLOYER IN      
 
No
(7)SMACNA OF CENTRAL INDIANA
 
 
CONTRIBUTING EMPLOYER IN      
 
No
(8)SMW LOCAL 20 FCU
 
 
CONTRIBUTING EMPLOYER IN      
 
No
(9)SMW LOCAL 303 FCU
 
 
CONTRIBUTING EMPLOYER IN      
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2021
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



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(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
Yes No Yes No
(1) C & L SHEET METAL LLC

 
 
CONTRIBUTING EMPLOYER IN  
        No     No  
(2) DA DODD LLC

 
 
CONTRIBUTING EMPLOYER IN  
        No     No  
(3) HM WHITE INC

 
 
CONTRIBUTING EMPLOYER MI  
        No     No  
(4) METAL EXTERIOR LLC

 
 
CONTRIBUTING EMPLOYER IN  
        No     No  
(5) NWI HEATING AND AIR SOLUTIONS INC

 
 
CONTRIBUTING EMPLOYER IN  
        No     No  
(6) TECHNICAL BALANCE LLC

 
 
CONTRIBUTING EMPLOYER IN  
        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?
Yes No
(1) A & A PRECISION HEATING

 
 
CONTRIBUTING EMPLOYER IN  
          No
(2) A & R MECHANICAL CONTRACTORS INC

 
 
CONTRIBUTING EMPLOYER IL  
          No
(3) ACE AIR INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(4) ADVANCED MECHANICAL SYSTEMS

 
 
CONTRIBUTING EMPLOYER IN  
          No
(5) AIR COMFORT CORPORATION

 
 
CONTRIBUTING EMPLOYER IL  
          No
(6) AIR FILTER HEATING & COOLING

 
 
CONTRIBUTING EMPLOYER IN  
          No
(7) ALPHA MECHANICAL

 
 
CONTRIBUTING EMPLOYER KY  
          No
(8) AMS MECHANICAL SYSTEMS

 
 
CONTRIBUTING EMPLOYER IL  
          No
(9) APOGEE CONSTRUCTION LLC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(10) ARCHITECTURAL METAL ERECTORS INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(11) ARCHITECTURAL PANEL SYSTEMS INC

 
 
CONTRIBUTING EMPLOYER IL  
          No
(12) ARCTIC ENGINEERING CO

 
 
CONTRIBUTING EMPLOYER IN  
          No
(13) AREA SHEET METAL INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(14) ARNOLD HEATING COOLING AND SHEET METAL

 
 
CONTRIBUTING EMPLOYER IL  
          No
(15) ASSOCIATED ROOFING PROFESSIONALS

 
 
CONTRIBUTING EMPLOYER IN  
          No
(16) B & L SHEET METAL & ROOFING

 
 
CONTRIBUTING EMPLOYER IN  
          No
(17) B & S PLUMBING & HEATING

 
 
CONTRIBUTING EMPLOYER IN  
          No
(18) BA ROMINES

 
 
CONTRIBUTING EMPLOYER IN  
          No
(19) BAYLOR HEATING & AIR CONDITIONING

 
 
CONTRIBUTING EMPLOYER IN  
          No
(20) BHI ENERGY SPECIALTY SERVICES

 
 
CONTRIBUTING EMPLOYER GA  
          No
(21) BLACKMORE & BUCKNER ROOFING

 
 
CONTRIBUTING EMPLOYER IN  
          No
(22) BLEDSOE ENVIRONMENTAL LLC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(23) BLOOMFIELD CORPORATION

 
 
CONTRIBUTING EMPLOYER IN  
          No
(24) BMW CONSTRUCTORS INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(25) BORCHERS SHEET METAL

 
 
CONTRIBUTING EMPLOYER IN  
          No
(26) BRADLEY WILLIAMS INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(27) BRIGHT SHEET METAL

 
 
CONTRIBUTING EMPLOYER IN  
          No
(28) BUDD MECHANICAL

 
 
CONTRIBUTING EMPLOYER IN  
          No
(29) C & C SHEET METAL

 
 
CONTRIBUTING EMPLOYER IN  
          No
(30) C & F FABRICATING

 
 
CONTRIBUTING EMPLOYER IN  
          No
(31) C & K UNITED SHEET METAL AND MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(32) CAMPBELL VENTILATION INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(33) CENTRAL SHEET METAL CO INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(34) CENTRAL STATE CONSTRUCTION

 
 
CONTRIBUTING EMPLOYER IL  
          No
(35) CIRCLE R MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(36) COENEN MECHANICAL LLC

 
 
CONTRIBUTING EMPLOYER WI  
          No
(37) COMMERCIAL AIR

 
 
CONTRIBUTING EMPLOYER IN  
          No
(38) CONTROLLED COMFORT

 
 
CONTRIBUTING EMPLOYER IN  
          No
(39) CORRESSELL HEATING & AC INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(40) CROWN CORR INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(41) CT MECHANICAL LLC

 
 
CONTRIBUTING EMPLOYER IL  
          No
(42) CUTTING EDGE METAL FABRICATORS

 
 
CONTRIBUTING EMPLOYER IN  
          No
(43) D & V PRECISION SHEET METAL INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(44) DALTON CLARK GROUP

 
 
CONTRIBUTING EMPLOYER IN  
          No
(45) DESIGNERS SHEET METAL INC

 
 
CONTRIBUTING EMPLOYER MI  
          No
(46) DIRIG SHEET METAL INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(47) DL INDUSTRIAL INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(48) DMJ INDUSTRIAL CONTRACTOR INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(49) DUDECK RFG & SHEET METAL

 
 
CONTRIBUTING EMPLOYER IN  
          No
(50) DYNAMIC TEST & BALANCE

 
 
CONTRIBUTING EMPLOYER IN  
          No
(51) EC BABILLA INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(52) EAST COAST METAL SYSTEMS

 
 
CONTRIBUTING EMPLOYER WV  
          No
(53) ENCLOSURE SOLUTIONS & FACADES

 
 
CONTRIBUTING EMPLOYER IN  
          No
(54) EVANSVILLE HEATING AND AC LLC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(55) EVANSVILLE SHEET METAL WORKS INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(56) EWING RESIDENTIAL SERVICES

 
 
CONTRIBUTING EMPLOYER IN  
          No
(57) FD RAMSEY & CO INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(58) FLO-TECH INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(59) FOUR SEASONS MECHANICAL

 
 
CONTRIBUTING EMPLOYER IN  
          No
(60) FOUR STAR SHEET METAL

 
 
CONTRIBUTING EMPLOYER KY  
          No
(61) FREITAG-WEINHARDT INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(62) FUSED LLC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(63) FYDEA LLC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(64) GANN MECHANICAL

 
 
CONTRIBUTING EMPLOYER IN  
          No
(65) GANNON METAL FAB & ERECTORS

 
 
CONTRIBUTING EMPLOYER IN  
          No
(66) GATLIN PLUMBING AND HEATING

 
 
CONTRIBUTING EMPLOYER IN  
          No
(67) GIBSON SERVICES

 
 
CONTRIBUTING EMPLOYER IN  
          No
(68) GIFFIN

 
 
CONTRIBUTING EMPLOYER MI  
          No
(69) GLUTH BROTHERS ROOFING CO INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(70) GRAVES SHEET METAL CO

 
 
CONTRIBUTING EMPLOYER IN  
          No
(71) HRC ROOFING & SHEET METAL

 
 
CONTRIBUTING EMPLOYER IN  
          No
(72) HAASE MECHANICAL CONTRACTORS

 
 
CONTRIBUTING EMPLOYER KY  
          No
(73) HAMPTON REFRIGERATION

 
 
CONTRIBUTING EMPLOYER IN  
          No
(74) HD INDUSTRIAL

 
 
CONTRIBUTING EMPLOYER IN  
          No
(75) HENRY C SMITHER ROOFING CO INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(76) HILL MECHANICAL CORP

 
 
CONTRIBUTING EMPLOYER IL  
          No
(77) HILTON VENTILATION & INDUSTRIAL

 
 
CONTRIBUTING EMPLOYER IN  
          No
(78) HINSHAW ROOFING & SHEET METAL CO

 
 
CONTRIBUTING EMPLOYER IN  
          No
(79) HI-TECH SHEET METAL INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(80) HMH CONTRACTORS

 
 
CONTRIBUTING EMPLOYER IN  
          No
(81) ILLIANA SHEET METAL INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(82) INDUSTRIAL CONTRACTORS INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(83) INDUSTRIAL ENTERPRISES

 
 
CONTRIBUTING EMPLOYER MO  
          No
(84) INDY AIR SOLUTIONS

 
 
CONTRIBUTING EMPLOYER IN  
          No
(85) IWR BUILDING SYSTEMS

 
 
CONTRIBUTING EMPLOYER MO  
          No
(86) J & F CHIATTELLO CONSTRUCTION

 
 
CONTRIBUTING EMPLOYER IN  
          No
(87) JE SHEKELL INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(88) JJ WHITE INC

 
 
CONTRIBUTING EMPLOYER PA  
          No
(89) JK ICE VENTURES INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(90) J-N SHEET METAL

 
 
CONTRIBUTING EMPLOYER IN  
          No
(91) JOHN W MCDOUGALL

 
 
CONTRIBUTING EMPLOYER TN  
          No
(92) JTD SPIRAL

 
 
CONTRIBUTING EMPLOYER IN  
          No
(93) KEELEY HEATING & COOLING

 
 
CONTRIBUTING EMPLOYER IN  
          No
(94) KIEWIT POWER CONSTRUCTORS

 
 
CONTRIBUTING EMPLOYER NE  
          No
(95) KNIGHT MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(96) KORELLIS ROOFING

 
 
CONTRIBUTING EMPLOYER IN  
          No
(97) KUEMPEL SERVICE INC

 
 
CONTRIBUTING EMPLOYER OH  
          No
(98) LE JONES - SCHUSTER SHEET METAL CO

 
 
CONTRIBUTING EMPLOYER IN  
          No
(99) L & J HEATING AND AIR

 
 
CONTRIBUTING EMPLOYER IN  
          No
(100) LEHMAN ROOFING INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(101) MAC SHEET METAL

 
 
CONTRIBUTING EMPLOYER IN  
          No
(102) MALL CITY MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER MI  
          No
(103) MAPLE CITY MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(104) MCGUFF ROOFING INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(105) MCINTYRE BROTHERS INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(106) MECHANICAL CONCEPTS INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(107) MECHANICAL TEST & BALANCE

 
 
CONTRIBUTING EMPLOYER IN  
          No
(108) MEDICH & ASSOC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(109) MEL-KAY MECHANICAL

 
 
CONTRIBUTING EMPLOYER IN  
          No
(110) METAL ART INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(111) METAL FABRICATION

 
 
CONTRIBUTING EMPLOYER IN  
          No
(112) MICHIANA SHEET METAL LLC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(113) MIDLAND ENGINEERING CO

 
 
CONTRIBUTING EMPLOYER IN  
          No
(114) MID-STATE CONTRACTING

 
 
CONTRIBUTING EMPLOYER WI  
          No
(115) MIDWEST ASSOCIATES

 
 
CONTRIBUTING EMPLOYER IN  
          No
(116) MIDWEST MECHANICAL SERVICES INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(117) MIDWEST REFRIGERATION CORP

 
 
CONTRIBUTING EMPLOYER IN  
          No
(118) MIDWEST ROOFING & INSULATION

 
 
CONTRIBUTING EMPLOYER IN  
          No
(119) MOORE METAL WORKS LLC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(120) MORRIS SHEET METAL

 
 
CONTRIBUTING EMPLOYER IN  
          No
(121) MORRISON CONSTRUCTION CO

 
 
CONTRIBUTING EMPLOYER IN  
          No
(122) NEW JAC METAL FAB INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(123) NORTHERN INDIANA ENERGY MANAGEMENT INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(124) PCS REFRIGERATION

 
 
CONTRIBUTING EMPLOYER IN  
          No
(125) PEAK MECHANICAL LLC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(126) POYNTER SHEET METAL INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(127) PRECISION SERVICES

 
 
CONTRIBUTING EMPLOYER IN  
          No
(128) PRECON PROJECTS DESIGN AND LAYOUT

 
 
CONTRIBUTING EMPLOYER IN  
          No
(129) PRO PANEL INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(130) PRO-FAB SHEET METAL INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(131) QUALITY MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER IL  
          No
(132) RC METAL WORX LLC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(133) SCHMITT REFRIGERATION INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(134) SIGN CRAFTERS INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(135) SLATILE ROOFING & SHEET METAL CO INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(136) SMC CORP INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(137) SNYDER & LEHNEN

 
 
CONTRIBUTING EMPLOYER IN  
          No
(138) SOUTH TOWN REFRIGERATION

 
 
CONTRIBUTING EMPLOYER IN  
          No
(139) STATE MECHANICAL SERVICE

 
 
CONTRIBUTING EMPLOYER IL  
          No
(140) STERLING INDUSTRIAL LLC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(141) STEVENS ENGINEERS AND CONSTRUCTION INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(142) STI HEATING & AIR CONDITIONING

 
 
CONTRIBUTING EMPLOYER IN  
          No
(143) SYCAMORE ENGINEERING SHEET METAL

 
 
CONTRIBUTING EMPLOYER IN  
          No
(144) TECHNICAL SYSTEMS GROUP

 
 
CONTRIBUTING EMPLOYER IN  
          No
(145) THE CULLOM CORP

 
 
CONTRIBUTING EMPLOYER IN  
          No
(146) TOTAL BALANCE INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(147) TOWN & COUNTRY SHEET METAL

 
 
CONTRIBUTING EMPLOYER IN  
          No
(148) TRIANGLE ENTERPRISES INC

 
 
CONTRIBUTING EMPLOYER KY  
          No
(149) TRIANGLE MECHANICAL SERVICES

 
 
CONTRIBUTING EMPLOYER IL  
          No
(150) TWIN TOWN MECHANICAL

 
 
CONTRIBUTING EMPLOYER IN  
          No
(151) UNIVERSAL WALL SYSTEM

 
 
CONTRIBUTING EMPLOYER MI  
          No
(152) VAN'S INDUSTRIAL INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(153) VIC TRIPPEL PLUMBING & HEATING

 
 
CONTRIBUTING EMPLOYER IN  
          No
(154) VIDIMOS INC

 
 
CONTRIBUTING EMPLOYER IN  
          No
(155) WESTSIDE MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER IL  
          No
(156) WHITED BROTHERS INC

 
 
CONTRIBUTING EMPLOYER IL  
          No
(157) WOOD ROOFING CO INC

 
 
CONTRIBUTING EMPLOYER IA  
          No
Schedule R (Form 990) 2021
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
No
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 .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
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
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) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(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
Yes No Yes No Yes No






























Schedule R (Form 990) 2021
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


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