2024-04-14T17:43:30-04:00 2023-06-30 621802605 DANIELS IRWIN & AYLOR 223 MADISON STREET SUITE 112 MADISON TN 371153660 990 2022-07-01 620717969 PLUMBERS & STEAMFITTERS LOCAL 43 HEALTH & WELFARE FUND PLUM 6158590131 PO BOX 1449 GOODLETTSVILLE TN 370701449 BILL W KING JR CHAIRMAN 6158590131 2024-04-04 true BILL KING JR 999009999 false DOUGLAS A IRWIN P01363756 6158686008 2024-04-14 2022 2023-04-26 12:10:37Z BILL W KING JR 8425067 false X X 1963 TN TO PROVIDE BENEFITS TO PARTICIPANTS. 8 8 0 0 0 7357632 7350504 -720651 397544 547367 440104 7184348 8188152 0 6786316 6022516 0 0 0 821333 901835 7607649 6924351 -423301 1263801 11774666 12492694 646002 100229 11128664 12392465 THE PROVISION OF BENEFITS TO PARTICIPANTS. false false THE PROVISION OF HEALTH, DENTAL AND VISION BENEFITS TO PARTICIPANTS. false false false false false false false false false false false false false false true true false false false false false false false false false false false false false false false false false false false false false false false false true false false true 2 0 true 0 false false false false false false false false X 8 8 true true false false false true false true true false false true true true true true true true true false X SOUTHERN BENEFIT ADMINISTRATORS 6158590131 2001 CALDWELL DRIVE GOODLETTSVILLE TN 37072 X JEFF BAILEY SECRETARY 2.00 X X 0 0 0 BART BLEDSOE TRUSTEE 2.00 X 0 0 0 JOSHUA EWING TRUSTEE 2.00 X 0 0 0 JAN JENNINGS ALTERNATE TR 2.00 X 0 0 0 MATT JOHNSON TRUSTEE 2.00 X 0 0 0 BILL W KING JR CHAIRMAN 2.00 X X 0 0 0 NICHOLAS MAKOUSKE ALTERNATE TR 2.00 X 0 0 0 JOHN T RAULSTON TRUSTEE 2.00 X 0 0 0 false false false BLUE CROSS BLUE SHIELD 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 PREFERRED PROVI 381474 SOUTHERN BENEFIT ADMINISTRATORS INC PO BOX 1449 GOODLETTSVILLE TN 370701449 THIRD PARTY ADM 252000 2 EMPLOYER CONTRIBUTIONS 7263380 7263380 EMPLOYEE CONTRIBUTIONS 87124 87124 7350504 219968 219968 414491 236915 177576 177576 177576 FORMULARY REBATES 428698 428698 SUBROGATION REFUNDS 11326 11326 LATE PENALTIES 80 80 440104 8188152 7790608 397544 6022516 252000 21356 21250 9196 416232 27931 2198 119570 FIDUCIARY LIABILITY INS. 8280 CYBER LIABILITY INSURANCE 7155 PCORI FEE 6779 IFEBP MEMBERSHIP DUES 2668 7220 6924351 0 0 0 1218975 2088947 592480 522902 1362353 830451 20407 12109 8580451 9038285 11774666 12492694 646002 100229 646002 100229 X 11128664 12392465 11128664 12392465 11774666 12492694 1263801 X false true X true false X 8188152 8188152 8188152 6924351 6924351 6924351 SCHEDULE D, PAGE 3, PART X ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGABIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINABLE UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROCESS. FORM 990, PAGE 6, PART VI, LINE 2 PLUMBERS LOCAL 43 HEALTH PLUMBERS LOCAL 43 HEALTH TRUSTEE CHAIRMAN WORK FOR SAME EMPLOYER. PLUMBERS LOCAL 43 PLUMBERS LOCAL 43 TRUSTEE SECRETARY OFFICERS OF SAME LOCAL PLUMBERS LOCAL 43 PLUMBERS LOCAL 43 TRUSTEE SECRETARY OFFICERS OF SAME LOCAL. PLUMBERS LOCAL 43 PLUMBERS LOCAL 43 ALTERNATE TR SECRETARY OFFICERS FOR SAME LOCAL. PLUMBERS LOCAL 43 PLUMBERS LOCAL 43 TRUSTEE TRUSTEE OFFICERS FOR SAME LOCAL. PLUMBERS LOCAL 43 PLUMBERS LOCAL 43 TRUSTEE ALTERNATE TR OFFICERS FOR SAME LOCAL. PLUMBERS LOCAL 43 PLUMBERS LOCAL 43 TRUSTEE ALTERNTE TR. OFFICERS FOR SAME LOCAL. FORM 990, PAGE 6, PART VI, LINE 3 SOUTHERN BENEFIT ADMINISTRATORS, INC. FORM 990, PAGE 6, PART VI, LINE 7A THE UNION TRUSTEES ARE SELECTED BY PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 43 WHILE THE EMPLOYER TRUSTEES ARE SELECTED BY THE EMPLOYERS. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE ENTIRE BOARD OF TRUSTEES. IT IS THEN SIGNED AND FILED. FORM 990, PAGE 6, PART VI, LINE 12C CONFLICTS OF INTEREST ARE REVIEWED CONTINUALLY AND ANY ISSUES THAT ARISE ARE HANDLED AT REGULAR BOARD MEETINGS. FORM 990, PAGE 6, PART VI, LINE 15A THE MEMBERS OF THE BOARD OF TRUSTEES ARE NOT COMPENSATED IN ANY WAY. A THIRD PARTY ADMINISTRATOR WAS HIRED BY THE BOARD OF TRUSTEES TO MANAGE THE FUND AND WAS SELECTED, HAD ITS QUALIFICATIONS REVIEWED AND COMPENSATION DETERMINED BY COMPETITIVE COMPARISON BY THE ENTIRE BOARD OF TRUSTEES. FORM 990, PAGE 6, PART VI, LINE 15B THE MEMBERS OF THE BOARD OF TRUSTEES ARE NOT COMPENSATED IN ANY WAY. A THIRD PARTY ADMINISTRATOR WAS HIRED BY THE BOARD OF TRUSTEES TO MANAGE THE FUND AND WAS SELECTED, HAD ITS QUALIFICATIONS REVIEWED AND COMPENSATION DETERMINED BY COMPETITIVE COMPARISON BY THE ENTIRE BOARD OF TRUSTEES. FORM 990, PAGE 6, PART VI, LINE 19 AVAILABLE UPON REQUEST. ALL MAILOUTS AND COMMUNICATIONS INCLUDE REFERENCE TO DOCUMENTS BEING AVAILABLE UPON REQUEST. CHATTANOOGA PIPE TRADES INDUSTRY FU N/A false PLUMBERS & SF 43 JOINT APPRENTICE T N/A false PLUMBERS & SF 43 PENSION FUND N/A false ALLIED MECHANICAL CONSTRUCTORS N/A false false BHI ENERGY SPECIALTY SERVICES N/A false false BRAINROCK PLUMBING N/A false false ICON MECHANICAL N/A false false INDUSTRIAL AIR & MECHANICAL N/A false false JAKE MARSHALL LLC N/A false false MCT SERVICES N/A false false PRAGMATIC PLUMBING N/A false false QUALITY MECHANICAL GROUP N/A false false WILLIAMS PLANT SERVICES N/A false false A & R MECHANICAL N/A false ARC ENERGY SERVICES N/A false ACME INDUSTRIAL PIPING N/A false AECON-WACHS TECHNICAL SERVICE N/A false ASSOCIATED MECHANICAL SYSTEMS N/A false CFMVR-TESCO N/A false CARRIER CORPORATION N/A false CHASE PLUMBING & MECHANICAL N/A false COULTER VALCE SERVICE N/A false DAY & ZIMMERMANN N/A false DUKE HICKS PLUMBING N/A false FM SYLVAN N/A false GD BARRI & ASSOCIATES N/A false G-UB-MK CONSTRUCTORS N/A false HOYT BRUMM & LINK N/A false JOHNSON CONTROLS N/A false KING INDUSTRIES N/A false MCABEE CONSTRUCTION N/A false MICHELS PIPELINE N/A false PIPE TRADE SERVICES N/A false SIEMENS GENERATION SERVICES N/A false TS RAULSTON INC N/A false UNIVERSAL PIPING INDUSTRIES N/A false VIKING INDUSTRIAL N/A false WJ O'NEAL COMPANY N/A false false false false false false false false false false false false false false false false false false false false