2024-10-15T17:54:11-04:00 2023-12-31 621802605 DANIELS IRWIN & AYLOR 223 MADISON STREET SUITE 112 MADISON TN 371153660 990 2023-01-01 726041321 PLUMBERS & STEAMFITTERS LOCAL 247 HEALTH & WELFARE FUND PLUM 6158590131 PO BOX 1449 GOODLETTSVILLE TN 370701449 LARRY GEORGE CHAIRMAN 6158590131 2024-10-10 true false DOUGLAS A IRWIN P01363756 6158686008 2024-10-15 2023 2024-10-15 13:58:12Z LARRY GEORGE 3172192 false X X 1968 LA TO PROVIDE HEALTH, DENTAL, VISION, TEMPORARY DISABILITY, AND LIFE INSURANCE BENEFITS TO PARTICIPANTS. 5 5 17 0 0 2545649 2533979 -26390 636322 3469 1891 2522728 3172192 0 1756404 1809860 0 0 0 534991 505091 2291395 2314951 231333 857241 5987572 6840877 1050614 1046678 4936958 5794199 THE PROVISION OF BENEFITS TO PARTICIPANTS. false false THE PROVISION OF HEALTH, DENTAL, VISION, TEMPORARY DISABILITY, 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 62 0 true 17 true false false false false false false false false X 5 5 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 LARRY GEORGE CHAIRMAN 2.00 X X 0 0 0 CARY PRESTRIDGE SECRETARY 2.00 X X 0 0 0 LAYNE AYMOND TRUSTEE 2.00 X 0 0 0 MIKE MARTIN TRUSTEE 2.00 X 0 0 0 GABRIEL SUMNER TRUSTEE 2.00 X 0 0 0 false false false SOUTHERN BENEFIT ADMINISTRATORS PO BOX 1449 GOODLETTSVILLE TN 370701449 THIRD PARTY ADM 111600 BLUE CROSS BLUE SHIELD OF IL 300 E RANDOLPH ST CHICAGO IL 60601 PREFERRED PROVI 111272 2 EMPLOYER CONTRIBUTIONS 2418123 2418123 EMPLOYEE CONTRIBUTIONS 115856 115856 2533979 636322 636322 STOP LOSS INSURANCE REIMBURSE 997 997 CLAIMS REFUNDS 514 514 LATE PENALTIES 380 380 1891 3172192 2535870 636322 1809860 93600 5903 15650 129272 4968 5190 224329 PAYROLL TAXES PAID ON BEN 6933 DENTAL NETWORK FEES 4363 FIDUCIARY LAIBILITY INSUR 4022 BANK CHARGES 3698 7163 2314951 0 0 0 343622 517434 4252460 4797704 175842 225951 1211643 1292917 4005 6871 5987572 6840877 19303 9216 1031311 1037462 1050614 1046678 X 4936958 5794199 4936958 5794199 5987572 6840877 857241 X false true X true false ACCUMULATED ELIGIBILITY 791181 CLAIMS INCURRED, BUT NOT REPORTED 167205 CLAIMS PAYABLE 79076 1037462 X 3172192 3172192 3172192 2314951 2314951 2314951 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 NO BE SUSTAINABLE UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAKING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PAGE 6, PART VI, LINE 2 PLUMBERS LOCAL 247 PLUMBERS LOCAL 247 CHAIRMAN TRUSTEE WORK FOR SAME LOCAL. FORM 990, PAGE 6, PART VI, LINE 3 SOUTHERN BENEFIT ADMINISTRATORS FORM 990, PAGE 6, PART VI, LINE 7A UNION TRUSTEES ARE APPOINTED TO THE BOARD BY THE UNION AND MANAGEMENT TRUSTEES ARE APPOINTED 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 THEM 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 COMMUNICATIONS CONTAIN REFERENCE TO DOCUMENTS BEING AVAILABLE UPON REQUEST. PLUMBERS & STEAMFITTERS LOCAL 247 N/A false ACA MECHANICALINDUSTRIAL N/A false false GALLO MECHANICAL N/A false false RRAC ENTERPRISES N/A false false ATLANTIC PLANT MAINTENANCE N/A false BILFINGER INDUSTRIAL SERVICE N/A false MORROW PLUMBING COMPANY N/A false RUTLEDGE PLUMBING N/A false UTILITY SYSTEMS SOLUTIONS N/A false false false false false false false false false false false false false false false false false false false false