2024-10-13T13:05:31-04:00 2023-12-31 621802605 DANIELS IRWIN & AYLOR 223 MADISON STREET SUITE 112 MADISON TN 371153660 990 2023-01-01 620588259 IRON WORKERS DISTRICT COUNCIL OF TN VALLEY & VICINITY WELFARE PLAN IRON 6158590131 PO BOX 1449 GOODLETTSVILLE TN 370701449 JACK JARRELL CHAIRMAN 6158590131 2024-10-07 true false DOUGLAS A IRWIN P01363756 6158686008 2024-10-13 2023 2024-10-15 13:58:12Z JACK JARRELL 28125907 false X X 1958 TN PROVIDE HEALTH, DENTAL, VISION, DEATH, AND LIFE INSURANCE BENEFITS TO PARTICIPANTS. 8 8 0 0 0 13943693 13727336 -3800448 5228440 1024067 818432 11167312 19774208 0 9400492 7027797 11794 0 0 1927000 2024381 11327492 9063972 -160180 10710236 42289714 52530696 5693583 5224329 36596131 47306367 PROVIDE HEALTH, DENTAL, VISION, DEATH, AND LIFE INSURANCE BENEFITS TO PARTICIPANTS. false false TO PROVIDE HEALTH, DENTAL, VISION, DEATH, AND LIFE INSURANCE BENEFITS TO PARTICIPANTS. false false false false false false false false false false false false false true 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 false 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 J DAVID BECKLER TRUSTEE 2.00 X 0 0 0 JACEN DAVIDSON TRUSTEE 2.00 X 0 0 0 KEITH HOPPER TRUSTEE 2.00 X 0 0 0 JACK JARRELL CHAIRMAN 2.00 X X 0 0 0 SEAN-PAUL KIMBALL TRUSTEE 2.00 X 0 0 0 JEB MILES TRUSTEE 2.00 X 0 0 0 CHRISTOPHER O'KEEFE TRUSTEE 2.00 X 0 0 0 MICHAEL B PFIEFFER CO-CHAIRMAN 2.00 X X 0 0 0 false false false UMR PO BOX 8022 WAUSAU WI 544028022 PPO 451599 SOUTHERN BENEFIT ADMINISTRATORS PO BOX 1449 GOODLETTSVILLE TN 37070 THRID PARTY ADM 361500 2 EMPLOYER CONTRIBUTIONS 13676728 13676728 EMPLOYEE CONTRIBUTIONS 50608 50608 13727336 5472678 5472678 8107461 8351699 -244238 -244238 -98 -244140 FORMULARY REBATES 760944 760944 SUBROGATION REFUNDS 30288 30288 CLAIMS REFUNDS 24652 24652 2548 2548 818432 19774208 14545670 5228538 7027797 11794 337500 33006 22575 86013 24000 17636 1818 453956 BRAVURA HEALTH & WELLNESS 561341 PREFERRED PROVIDER FEES 451599 PRICE ESTIMATOR TOOL FEES 13899 FIDUCIARY LIABILITY INSUR 6897 14141 9063972 0 0 0 987475 1783571 6038228 1542649 2213325 1917153 6964 8776 33043722 47278547 42289714 52530696 295082 266477 5398501 4957852 5693583 5224329 X 36596131 47306367 36596131 47306367 42289714 52530696 10710236 X false true X true false CLAIMS AND ACCUMULATED ELIGIBILITY 4957852 4957852 X 19774208 19774208 19774208 9063972 9063972 9063972 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 ORGANIZATION 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 PROGRESS. FORM 990, PAGE 6, PART VI, LINE 3 SOUTHERN BENEFIT ADMINISTRATORS, INC. FORM 990, PAGE 6, PART VI, LINE 7A EMPLOYER TRUSTEES ARE APPOINTED BY THE EMPLOYER ASSOCIATION WHILE UNION TRUSTEES ARE APPOINTED BY THE INTERNATIONAL ASSOCIATION OF BRIDGE, STRUCTURAL, ORNAMENTAL, AND REINFORCING IRON WORKERS. 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 DOCUMENTS ARE AVAILABLE UPON REQUEST. ALL COMMUNICATIONS INCLUDE REFERENCE TO DOCUMENTS BEING AVAILABLE UPON REQUEST. IRONWORKERS LOCAL UNION NO 384 N/A false IRONWORKERS LOCAL UNION NO 384 JAC N/A false IRONWORKERS LOCAL UNION NO 477 N/A false IRONWORKERS LOCAL UNION NO 477 JAC N/A false IRONWORKERS LOCAL UNION NO 492 N/A false IRONWORKERS LOCAL UNION NO 492 JAC N/A false IRONWORKERS LOCAL UNION NO 704 N/A false IRONWORKERS LOCAL UNION NO 704 JAC N/A false AES CONTRACTING N/A false false AMERICAN IRON & GLASS N/A false false ARS ALUET REMEDIATION N/A false false BCS CONTRACTORS N/A false false CAREY BROTHERS WELDING AND FAB N/A false false CENTRAL INDUSTRIAL N/A false false CONSOLIDATED NUCLEAR SECURITY N/A false false D2 EXCAVATING N/A false false DERR & ISBELL CONSTRUCTION N/A false false ENERGY SOLUTIONS N/A false false FS STEEL N/A false false FOUNDATION STEEL N/A false false HATFIELD CONSTRUCTION N/A false false HILTON VENTILATION & INDUSTRIAL N/A false false IDEAL CONTRACTING N/A false false INDUSTRIAL FACILITIES SOLUTIONS N/A false false JAKE MARSHALL LLC N/A false false MADDOX INDUSTRIAL CONTRACTING N/A false false MAXIM CRANE N/A false false MCDONOUGH CONSTRUCTION N/A false false MORSEY CONSTRUCTORS N/A false false NATIONAL AEROSPACE SOLUTIONS N/A false false NORTH WIND CONSTRUCTION SERVICES N/A false false PALMER CONTRACTORS N/A false false PHILLIPS CONSTRUCTION N/A false false PHYSICAL SECURITY N/A false false PIONEER CLADDING & GLAZING SYSTEMS N/A false false PREMIUM DOOR & MORE N/A false false ROADWAY SOLUTIONS N/A false false SPECIALTY CONSTRUCTION N/A false false SR INDUSTRIAL N/A false false TURNKEY TECHNICAL SERVICES N/A false false W & W STEEL N/A false false WALBRIDGE EQUIPMENT N/A false false WEST WIND REINFORCING N/A false false WILLIAMS PLANT SERVICES N/A false false AECOM N/A false APTIM N/A false ALL AROUND REMODELING N/A false ALLTECH ENGINEERING N/A false APEX CONSTRUCTION GROUP N/A false ARISTEO N/A false ATLANTIC PLANT MAINTENANCE N/A false AUTOMATIC SYSTEMS N/A false AZCO N/A false B&B STEEL ERECTION N/A false BH CRAIG CONSTRUCTION N/A false BADGERLAND METAL BUILDING ERECTORS N/A false BARNARD CONSTRUCTION N/A false BARNHART CONSTRUCTION N/A false BARTON MALOW N/A false BEN HUR CONSTRUCTION N/A false BEYEL BROTHERS N/A false BOLDT COMPANY N/A false BOSWORTH STEEL ERECTORS N/A false CMF GROUP N/A false CAPITAL CITY GROUP N/A false CATES & PUCKETT CONSTRUCTION N/A false CHAMPION PAINTING N/A false CHUGACH FEDERAL SOLUTIONS N/A false COMMERCIAL CONTRACTING CORPORATION N/A false CR MEYER N/A false CROWN CORR N/A false CTI & ASSOCIATES N/A false CUSTOM INDUSTRIAL CONTRACTORS N/A false DAY & ZIMMERMANN N/A false DEM TEC N/A false DOERFER FIELD SERVICES N/A false DUNCAN MACHINERY MOVERS N/A false ECS N/A false ESG CONSTRUCTION N/A false FENCE BUILDERS N/A false FORT WAYNE REINFORCING N/A false GEIGER BROTHERS N/A false GEM TECHNOLOGIES N/A false GREERS ELECTRIC N/A false GRIFFIN INDUSTRIAL CONTRACTING N/A false G-UB-MK N/A false H&H BROWN N/A false H&R INDUSTRIAL N/A false HARMON N/A false HARRIS REBAR N/A false HARRIS STEEL N/A false HENKELS & MCCOY N/A false IMPULSE ELECTRICAL SYSTEMS N/A false INDUSTRIAL CONSTRUCTION N/A false INDUSTRIAL CONTRACTORS N/A false INDUSTRIAL FIRST N/A false INTERNATIONAL INDUSTRIAL CONTRACTIN N/A false J&J MAINTENANCE N/A false JOHNSON CONTRACTORS N/A false KCI N/A false KLS CONTRACTORS N/A false KING INDUSTRIES N/A false L KEELEY CONSTRUCTION N/A false LE MYERS COMPANY N/A false LG FOX N/A false LEE MACHINERY MOVERS N/A false LESCO DESIGN N/A false LUNDY REBAR N/A false MAHONING & TRUMBULL N/A false MAURY FENCE N/A false MCABEE CONSTRUCTION N/A false MECHANICAL & STRUCTURAL SERVICES N/A false METRO ELEVATOR N/A false MIDEAST MACHINERY MOVERS N/A false MIDWEST STEEL N/A false MULTI STATE INDUSTRIAL N/A false NORRIS & SONS N/A false NORRIS BROTHERS N/A false PAULY JAIL BUILDING N/A false PRECISION STONE SETTING N/A false R&R ERECTORS N/A false RED CEDAR STEEL ERECTORS N/A false SENTRY STEEL SERVICE N/A false SERVICE ELECTRIC COMPANY N/A false SHIMMICK CONSTRUCTION N/A false SIEMENS GENERATION SERVICES N/A false STREET LEGAL INDUSTRIES N/A false THE LONGARC CORPORATION N/A false THE STATE GROUP N/A false TRADE-MARK INDUSTRIAL N/A false USA HOIST N/A false VIKING INDUSTRIAL N/A false WHALEY STEEL CORPORATION N/A false WHITE CONSTRUCTION N/A false WILLIAMS ERECTION N/A false WM S TRIMBLE COMPANY N/A false WOOD BROTHERS N/A false WRIGHT CONTRACTING N/A false false false false false false false false false false false false false false false false false false false false