TENNESSEE VALLEY OPERATING ENGINEERS HEALTH FUND: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TENNESSEE VALLEY OPERATING ENGINEERS HEALTH FUND (EIN 23-7153308)
- Tax period
- 2021-11-01 to 2022-10-31
- Filed
- 2023-08-14
- IRS object ID
- 202302269349303125
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-14T19:41:39-04:00 | ReturnTs |
| Tax Period End | 2022-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621802605 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIELS IRWIN & AYLOR | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 223 MADISON STREET SUITE 112 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 371153660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237153308 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TENNESSEE VALLEY OPERATING | BusinessNameLine1Txt |
| Business Name Line2 | ENGINEERS HEALTH FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TENN | BusinessNameControlTxt |
| Phone | 6158590131 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1449 | AddressLine1Txt |
| City | GOODLETTSVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 370701449 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID RHEA | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 6158590131 | PhoneNum |
| Signature | 2023-07-20 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | RHEA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUGLAS A IRWIN | PreparerPersonNm |
| PTIN | P01363756 | PTIN |
| Phone | 6158686008 | PhoneNum |
| Preparation | 2023-08-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID RHEA | PrincipalOfficerNm |
| Gross Receipts | $10,276,609 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1970 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | THE PROVISION OF BENEFITS TO PARTICIPANTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 24 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,450,617 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,842,299 | CYProgramServiceRevenueAmt |
| PY Investment Income | $62,644 | PYInvestmentIncomeAmt |
| CY Investment Income | -$609,923 | CYInvestmentIncomeAmt |
| PY Other Revenue | $131,514 | PYOtherRevenueAmt |
| CY Other Revenue | $44,233 | CYOtherRevenueAmt |
| PY Total Revenue | $9,644,775 | PYTotalRevenueAmt |
| CY Total Revenue | $10,276,609 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $11,260,228 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $6,137,267 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,980 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,954 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $994,944 | PYOtherExpensesAmt |
| CY Other Expenses | $1,151,571 | CYOtherExpensesAmt |
| PY Total Expenses | $12,265,152 | PYTotalExpensesAmt |
| CY Total Expenses | $7,296,792 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,620,377 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,979,817 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,422,061 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,014,745 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,740,295 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,353,162 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,681,766 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,661,583 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE PROVISION OF BENEFITS TO PARTICIPANTS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | THE PROVISION OF HEALTH, DENTAL, VISION, TEMPORARY DISABILITY AND DEATH BENEFITS TO PARTICIPANTS. | Desc |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 28 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 24 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SOUTHERN BENEFIT ADMINISTRATORS | PersonNm |
| Phone | 6158590131 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 CALDWELL DRIVE | AddressLine1Txt |
| City | GOODLETTSVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37072 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| DAVID RHEA | |||||
| CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 |
| MELVIN J SCHUSTER JR | |||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 |
| DUSTIN R COLE | |||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 |
| SHERI CRABTREE | |||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 |
| JAMES P POOL | |||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 |
| KEITH HOPPER | |||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 |
| TOMMY H SLATON | |||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 |
| JOHN D TAYLOR | |||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 |
| BILL VAUGHN | |||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLUECROSS BLUE SHIELD OF TN | |||||
| 1 CAMERON HILL CIRCLE | CHATTTANOOGA | TN | 374020001 | PPO | $439,940 |
| SOUTHERN BENEFIT ADMINISTRATORS | |||||
| 2001 CALDWELL DR | GOODLETTSVILLE | TN | 37072 | ADMINISTRATION | $320,630 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| EMPLOYER CONTRIBUTIONS | $10,349,549 | $10,349,549 |
| EMPLOYEE CONTRIBUTIONS | $492,750 | $492,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,842,299 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$609,923 | TotalRevenueColumnAmt |
| Exclusion | -$609,923 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| EXPERIENCE CREDIT ADV. REFUND | $19,113 | $19,113 |
| COBRA SUBSIDY REIMBURSEMENT | $16,317 | $16,317 |
| LATE PENALTIES | $5,032 | $5,032 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,771 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,771 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $44,233 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,276,609 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,886,532 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | -$609,923 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,137,267 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,954 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,000 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,042 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,300 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472,570 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,400 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,546 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,890 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| FIDUCIARY LIABILITY INSUR | $9,249 |
| CREDIT CARD FEES | $6,648 |
| PCORI FEE | $6,252 |
| CYBER LIABILITY INSURANCE | $4,200 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,474 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,296,792 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $691,446 | BOYAmt |
| EOY | $2,133,079 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,107,957 | BOYAmt |
| EOY | $1,275,681 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,912 | BOYAmt |
| EOY | $10,162 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,605,746 | BOYAmt |
| EOY | $7,595,823 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,422,061 | BOYAmt |
| EOY | $11,014,745 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,740,295 | BOYAmt |
| EOY | $5,353,162 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,740,295 | BOYAmt |
| EOY | $5,353,162 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,681,766 | BOYAmt |
| EOY | $5,661,583 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,681,766 | BOYAmt |
| EOY | $5,661,583 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,422,061 | BOYAmt |
| EOY | $11,014,745 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,979,817 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,276,609 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $10,276,609 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $10,276,609 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,296,792 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $7,296,792 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $7,296,792 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 3, PART X | FormAndLineReferenceDesc |
| Explanation | 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 THET MORE LIKELY THAN WOULD NOT BE SUSTAINABLE UPON EXAMINTAION 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 2 | OPERATING ENGINEERS LOCAL 917 OPERATING ENGINEERS LOCAL 917 CHAIRMAN TRUSTEE WORK FOR SAME LOCAL. OPERATING ENGINEERS LOCAL 917 OPERATING ENGINEERS LOCAL 917 CHAIRMAN TRUSTEE WORK FOR SAME LOCAL. OPERATING ENGINEERS LOCAL 917 OPERATING ENGINEERS LOCAL 917 TRUSTEE TRUSTEE WORK FOR SAME LOCAL. OPERATING ENGINEERS LOCAL 369 OPERATING ENGINEERS LOCAL 369 TRUSTEE TRUSTEE WORK FOR SAME LOCAL. |
| FORM 990, PAGE 6, PART VI, LINE 3 | SOUTHERN BENEFIT ADMINISTRATORS, INC. |
| FORM 990, PAGE 6, PART VI, LINE 7A | THE EMPLOYER TRUSTEES ARE APPOINTED TO THE BOARD BY THE EMPLOYERS ASSOCIATION AND THE UNION TRUSTEES ARE APPOINTED BY THE UNION. |
| 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 COMMUNICATIONS INCLUDE REFERENCE TO DOCUMENTS BEING AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|
| IUOE JOB CORPS PROGRAM | |
| N/A | false |
| IUOE LOCAL UNION NO 369 | |
| N/A | false |
| IUOE LOCAL UNION NO 917 | |
| N/A | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (28 entries)
| Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|
| ARS INTERNATIONAL LLC | ||
| N/A | false | false |
| ALL CRANE RENTAL OF TN LLC | ||
| N/A | false | false |
| APPALACHIAN PIPELINE CONTRACTORS L | ||
| N/A | false | false |
| BES ENTERPRISES | ||
| N/A | false | false |
| BECHTEL JACOBS LLC | ||
| N/A | false | false |
| CJ MAHAN CONSTRUCTION LLC | ||
| N/A | false | false |
| CNS Y-12 | ||
| N/A | false | false |
| CHARPS LLC | ||
| N/A | false | false |
| DEVON INDUSTRIAL | ||
| N/A | false | false |
| ESG CONSTRUCTION LLC | ||
| N/A | false | false |
| ESKOLA | ||
| N/A | false | false |
| FOUR STAR PAVING | ||
| N/A | false | false |
| H & R INDUSTRIAL | ||
| N/A | false | false |
| HATFIELD CONSTRUCTION | ||
| N/A | false | false |
| IDEAL CONTRACTING | ||
| N/A | false | false |
| JAKE MARSHALL LLC | ||
| N/A | false | false |
| MAXIM CRANE WORKS LP | ||
| N/A | false | false |
| MORSEY CONSTRUCTORS LLC | ||
| N/A | false | false |
| PATTON-TULLY CONSTRUCTION LLC | ||
| N/A | false | false |
| PIONEER CLADDING & GLAZING | ||
| N/A | false | false |
| SMC RESIDENTIAL LLC | ||
| N/A | false | false |
| STAR CONCRETE PUMPING LLC | ||
| N/A | false | false |
| TALLAHASSEE CRANES | ||
| N/A | false | false |
| TOMAHAWK CRANE & RIGGING | ||
| N/A | false | false |
| TRISTAR MECHANICAL LLC | ||
| N/A | false | false |
| UNIVERSAL PIPING INDUSTRIES | ||
| N/A | false | false |
| WILLIAMS PLANT SERVICES LLC | ||
| N/A | false | false |
| WM CROOK FIRE PROTECTION | ||
| N/A | false | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (131 entries)
| Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|
| AECOM | |
| N/A | false |
| API | |
| N/A | false |
| AZCO | |
| N/A | false |
| ALLIANCE CONSTRUCTORS | |
| N/A | false |
| ALLTECH ENGINEERING | |
| N/A | false |
| APEX CONSTRUCTION | |
| N/A | false |
| APOLLO MECHANICAL | |
| N/A | false |
| ARISTEO CONSTRUCTION | |
| N/A | false |
| ASPLUNDH CONSTRUCTION | |
| N/A | false |
| ATLANTIC PLANT MAINTENANCE | |
| N/A | false |
| AUTOMATIC SYSTEMS | |
| N/A | false |
| B&B STEEL ERECTION | |
| N/A | false |
| BAKER'S CONSTRUCTION SERVICES | |
| N/A | false |
| BARNARD CONSTRUCTION | |
| N/A | false |
| BARNHART CRANE & RIGGING | |
| N/A | false |
| BARTON MALOW COMPANY | |
| N/A | false |
| BLACKHAWK FOUNDATION | |
| N/A | false |
| BOSWORTH STEEL ERECTORS | |
| N/A | false |
| BOWEN ENGINEERING | |
| N/A | false |
| BRANDENBURG INDUSTRIAL SERVICE COMP | |
| N/A | false |
| BUSH & BURCHETT | |
| N/A | false |
| C&I CONSTRUCTORS | |
| N/A | false |
| CJ MOYNA & SONS | |
| N/A | false |
| CK CRANE SERVICES | |
| N/A | false |
| CTI AND ASSOCIATES | |
| N/A | false |
| CENTRAL CONVEYOR COMPANY | |
| N/A | false |
| CHRISTEN DETROIT | |
| N/A | false |
| CHRISTMAN CONSTRUCTORS | |
| N/A | false |
| CHUGACH FEDERAL SOLUTIONS | |
| N/A | false |
| COMMERCIAL CONTRACTING | |
| N/A | false |
| CONTINENTAL CONSTRUCTION COMPANY | |
| N/A | false |
| CUSHMAN & WAKEFIELD | |
| N/A | false |
| DAY & ZIMMERMAN | |
| N/A | false |
| DEEP SOUTH CRANE & RIGGING | |
| N/A | false |
| DUNN COMPANY | |
| N/A | false |
| DURR SYSTEMS | |
| N/A | false |
| EAST TN MECHANICAL CONTRACTORS | |
| N/A | false |
| ENVIRONMENTAL SPECIALTIES | |
| N/A | false |
| FA WILHELM CONSTRUCTION | |
| N/A | false |
| FISHER CONTRACTING | |
| N/A | false |
| FM SYLVAN | |
| N/A | false |
| FESSLER & BOWMAN | |
| N/A | false |
| FORCE DRILLING | |
| N/A | false |
| FOUNDATION SERVICE | |
| N/A | false |
| G&R MINERAL SERVICES | |
| N/A | false |
| G UB MK CONSTRUCTORS | |
| N/A | false |
| GALLAGHER-KAISER | |
| N/A | false |
| GEIGER BROTHERS | |
| N/A | false |
| GEM TECHNOLOGIES | |
| N/A | false |
| GENERAL STEEL CONTRACTORS | |
| N/A | false |
| GILLEY CRANE | |
| N/A | false |
| GOETTLE EQUIPMENT | |
| N/A | false |
| GRINDER EXCAVATING | |
| N/A | false |
| H&T ENTERPRISES | |
| N/A | false |
| HAMILTON CONTRACTING | |
| N/A | false |
| HARRISON-APAC ATLANTIC | |
| N/A | false |
| HAYES DRILLING | |
| N/A | false |
| HEMMA CONCRETE | |
| N/A | false |
| HENKELS & MCCOY | |
| N/A | false |
| HICKS & INGLE | |
| N/A | false |
| HI-WAY PAVING | |
| N/A | false |
| HUBBARD TRUCKING | |
| N/A | false |
| INDEPENDENCE EXCAVATING | |
| N/A | false |
| INDUSTRIAL CONTRACTORS | |
| N/A | false |
| INDUSTRIAL CRANE SERVICE | |
| N/A | false |
| INSPECTION EXPERTS | |
| N/A | false |
| INTERNATIONAL INDUSTRIAL | |
| N/A | false |
| J&S HAULING | |
| N/A | false |
| JBRENNON CONSTRUCTION | |
| N/A | false |
| JAMES WILSON COMPANY | |
| N/A | false |
| JENKINS MASONRY | |
| N/A | false |
| JOHN E GREEN COMPANY | |
| N/A | false |
| JOHNSON CONTRACTORS | |
| N/A | false |
| KELLER | |
| N/A | false |
| KIEWIT POWER CONSTRUCTORS | |
| N/A | false |
| L KEELEY CONSTRUCTION | |
| N/A | false |
| L E MYERS COMPANY | |
| N/A | false |
| LILJA | |
| N/A | false |
| LUHR BROS INC | |
| N/A | false |
| MT CARMEL STABILIZATION GROUP | |
| N/A | false |
| MAMMOET USA NORTH | |
| N/A | false |
| MCABEE CONSTRUCTION | |
| N/A | false |
| MICHELS | |
| N/A | false |
| MIDWEST STEEL | |
| N/A | false |
| MORRIS-SHEA BRIDGE COMPANY | |
| N/A | false |
| NABCO ELECTRIC | |
| N/A | false |
| NATIONAL AEROSPACE SOLUTIONS | |
| N/A | false |
| NICHOLSON CONSTRUCTION | |
| N/A | false |
| NICK KOSTECKI EXCAVATING | |
| N/A | false |
| NORTH WIND GROUP | |
| N/A | false |
| O'CONNOR CORPORATION | |
| N/A | false |
| PALMER CONTRACTORS | |
| N/A | false |
| PERFORMANCE ABATEMENT | |
| N/A | false |
| PERFORMANCE CONTRACTING | |
| N/A | false |
| PERMA-FIX ENVIRONMENTAL SERVICES | |
| N/A | false |
| PHILLIPS & JORDAN | |
| N/A | false |
| PLUMBING CONTRACTORS | |
| N/A | false |
| PRECISION STONE SETTING | |
| N/A | false |
| PRINCE ERACHEM INC | |
| N/A | false |
| PROPERTY & ENVIRONMENTAL MANAGEMENT | |
| N/A | false |
| R&R ERECTORS | |
| N/A | false |
| R CLARK & SONS CONTRACTING | |
| N/A | false |
| REEVES MECHANIC SHOP | |
| N/A | false |
| RENASCENT | |
| N/A | false |
| RICK'S CRANE SERVICE | |
| N/A | false |
| ROEMER UTILITY SERVICES | |
| N/A | false |
| ROGERS GROUP | |
| N/A | false |
| SARENS NUCLEAR & INDUSTRIAL | |
| N/A | false |
| SENTRY STEEL SERVICE COMPANY | |
| N/A | false |
| SERVICE ELECTRIC | |
| N/A | false |
| SEVENSON ENVIRONMENTAL SERVICE | |
| N/A | false |
| SIMPSON & BROWN | |
| N/A | false |
| SKANSKA | |
| N/A | false |
| SOIL INSTALLERS | |
| N/A | false |
| SOUTHERN MARINE CONSTRUCTION | |
| N/A | false |
| SOUTHERN STEEL & CONCRETE | |
| N/A | false |
| SOUTHERN STEEL CONSTRUCTION | |
| N/A | false |
| SPIRTAS WRECKING | |
| N/A | false |
| STERETT CONSTRUCTION | |
| N/A | false |
| STREET LEGAL INDUSTRIES | |
| N/A | false |
| SUBSURFACE CONSTRUCTORS | |
| N/A | false |
| SUMMERS-TAYLOR | |
| N/A | false |
| TENNESSEE EROSION CONTROL | |
| N/A | false |
| THE BOLDT COMPANY | |
| N/A | false |
| TRANS-ASH | |
| N/A | false |
| TRI-STATE IRONWORKS | |
| N/A | false |
| USW-MENARD | |
| N/A | false |
| UNITED E&C | |
| N/A | false |
| UNIVERSAL WALL SYSTEMS | |
| N/A | false |
| W & T CONTRACTING CORPORATION | |
| N/A | false |
| WRIGHT BROTHERS CONTRACTING | |
| N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |