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SOUTHEASTERN CARP & MW HEALTH PLAN: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SOUTHEASTERN CARP & MW HEALTH PLAN (EIN 58-6066597)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-10-15
IRS object ID
202302889349300000
Schema version
2022v5.0
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

FieldValueIRS element (for citing)
Return2023-10-15T00:47:52-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN621802605PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DANIELS IRWIN & AYLORBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1223 MADISON STREET SUITE 112AddressLine1Txt
CityMADISONCityNm
State AbbreviationTNStateAbbreviationCd
ZIP371153660ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN586066597EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOUTHEASTERN CARP & MW HEALTH PLANBusinessNameLine1Txt
Business Name Line2CARP & MILLWRIGHTS HEALTH PLANBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSOUTBusinessNameControlTxt
Phone6158590131PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1449AddressLine1Txt
CityGOODLETTSVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP370701449ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJ KIRK MALONEPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone6158590131PhoneNum
Signature2023-10-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJ KIRKPersonFirstNm
Person LastMALONEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOUGLAS A IRWINPreparerPersonNm
PTINP01363756PTIN
Phone6158686008PhoneNum
Preparation2023-10-14PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJ KIRK MALONEPrincipalOfficerNm
Gross Receipts$34,425,824GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1967FormationYr
Legal Domicile StateGALegalDomicileStateCd
Activity Or MissionPAYMENT OF HEALTH, VISION, DENTAL, TEMPORARY DISABILITY AND LIFE INSURANCE BENEFITS TO PLAN PARTICIPANTS.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee54TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$23,508,467PYProgramServiceRevenueAmt
CY Program Service Revenue$22,101,259CYProgramServiceRevenueAmt
PY Investment Income$827,152PYInvestmentIncomeAmt
CY Investment Income-$1,310,189CYInvestmentIncomeAmt
PY Other Revenue$1,340,560PYOtherRevenueAmt
CY Other Revenue$791,290CYOtherRevenueAmt
PY Total Revenue$25,676,179PYTotalRevenueAmt
CY Total Revenue$21,582,360CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$23,303,743PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$21,393,841CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$15,239PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$13,704CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,184,229PYOtherExpensesAmt
CY Other Expenses$2,216,679CYOtherExpensesAmt
PY Total Expenses$25,503,211PYTotalExpensesAmt
CY Total Expenses$23,624,224CYTotalExpensesAmt
PY Revenues Less Expenses$172,968PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$2,041,864CYRevenuesLessExpensesAmt
Total Assets BOY$28,033,589TotalAssetsBOYAmt
Total Assets EOY$26,083,804TotalAssetsEOYAmt
Total Liabilities BOY$366,781TotalLiabilitiesBOYAmt
Total Liabilities EOY$458,860TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$27,666,808NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$25,624,944NetAssetsOrFundBalancesEOYAmt
MissionTHE PROVISION OF BENEFITS TO PARTICIPANTS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescTHE PROVISION OF HEALTH, DENTAL, VISION, TEMPORARY DISABILITY AND LIFE INSURANCE BENEFITS TO PLAN PARTICIPANTS.Desc
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document453IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee54EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (true)DelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSOUTHERN BENEFIT ADMINISTRATORSPersonNm
Phone6158590131PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12001 CALDWELL DRIVEAddressLine1Txt
CityGOODLETTSVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37072ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
THOMAS H JENKINS
SECRETARY2.00Yes (X)Yes (X)$0$0$0
J KIRK MALONE
CHAIRMAN2.00Yes (X)Yes (X)$0$0$0
ROBERT G MOODY
TRUSTEE2.00Yes (X)$0$0$0
DAN MORRIS
TRUSTEE2.00Yes (X)$0$0$0
ROBERT STRICKLAND
TRUSTEE2.00Yes (X)$0$0$0
DAVID W TANKERSLEY
TRUSTEE2.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ANTHEM BLUE CROSS BLUE SHIELD VA
PO BOX 27401RICHMONDVA23279PPO$849,964
SOUTHERN BENEFIT ADMINISTRATORS
PO BOX 1449GOODLETTSVILLETN370701449ADMIN.$633,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS$21,784,432$21,784,432
EMPLOYEE CONTRIBUTIONS$316,827$316,827
FieldValueIRS element (for citing)
Total Program Service Revenue$22,101,259TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,136,363TotalRevenueColumnAmt
Exclusion-$1,136,363ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$12,669,638SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$12,843,464SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$173,826SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$173,826TotalRevenueColumnAmt
Exclusion-$173,826ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
FORMULARY REBATES$498,486$498,486
STOP LOSS INSURANCE REIMBURSE$232,973$232,973
SUBROGATION REFUNDS$43,993$43,993

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,838TotalRevenueColumnAmt
Related Or Exempt Func Income$15,838RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$791,290OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$21,582,360TotalRevenueColumnAmt
Related Or Exempt Func Income$22,892,549RelatedOrExemptFuncIncomeAmt
Exclusion-$1,310,189ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$21,393,841TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$13,704TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$612,000TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$33,451TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$36,888TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$56,234TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$921,954TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$14,213TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$434,377TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
PRINTING AND MAILING EXPE$53,882
PCORI FEE$16,210
CREDIT CARD FEES$9,512
FIDUCIARY LIABILITY INSUR$9,058

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$18,900TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$23,624,224TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,700,184BOYAmt
EOY$945,062EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$166,193BOYAmt
EOY$202,412EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,763,689BOYAmt
EOY$2,592,689EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$4,218BOYAmt
EOY$8,358EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$23,399,305BOYAmt
EOY$22,335,283EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$28,033,589BOYAmt
EOY$26,083,804EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$366,781BOYAmt
EOY$458,860EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$366,781BOYAmt
EOY$458,860EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$27,666,808BOYAmt
EOY$25,624,944EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$27,666,808BOYAmt
EOY$25,624,944EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$28,033,589BOYAmt
EOY$26,083,804EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$2,041,864ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$21,582,360TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$21,582,360RevenueSubtotalAmt
Total Revenue Per Form990$21,582,360TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$23,624,224TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$23,624,224ExpensesSubtotalAmt
Total Expenses Per Form990$23,624,224TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 3, PART XFormAndLineReferenceDesc
ExplanationACCOUNTING 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 TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 3SOUTHERN BENEFIT ADMINISTRATORS, INC.
FORM 990, PAGE 6, PART VI, LINE 7ATHE MANAGEMENT TRUSTEES SERVE AS TRUSTEES UNTIL THEY RESIGN, DIE OR BECOME INCAPACITATED. A REPLACEMENT OF A MANAGEMANT TRUSTEE IS SELECTED BY THE REMAINING MANAGEMENT TRUSTEES WHEN A VACANCY OCCURS. THE LABOR TRUSTEES SERVE AS TRUSTEES AT THE PLEASURE OF THE SOUTHEASTERN REGIONAL COUNCIL OF THE INTERNATIONAL BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA.
FORM 990, PAGE 6, PART VI, LINE 11BTHE 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 12CCONFILCTS OF INTEREST ARE REVIEWED CONTINUALLY AND ANY ISSUES THAT ARISE ARE HANDLED AT REGULAR BOARD MEETINGS.
FORM 990, PAGE 6, PART VI, LINE 15ATHE 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 15BTHE 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 19AVAILABLE UPON REQUEST. ALL COMMUNICATIONS INCLUDE REFERENCE TO DOCUMENTS BEING AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

Direct Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
CARPENTERS LOCAL UNION NO 225
N/Afalse
CARPENTERS LOCAL UNION NO 256
N/Afalse
CARPENTERS LOCAL UNION NO 283
N/Afalse
CARPENTERS LOCAL UNION NO 312
N/Afalse
MILLWRIGHT LOCAL UNION NO 1263
N/Afalse
SOUTHEASTERN CARPENTERS REGIONAL CO
N/Afalse
SOUTHEASTERN CARPENTERS TRAINING TR
N/Afalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (26 entries)

Direct Controlling NADirectControllingNACdDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
ALLOY CRANE & MACHINERY LLC
N/Afalsefalse
BERNWARD CONSULTING ASSOCIATES LLC
N/Afalsefalse
THE BERG GROUP LLC
N/Afalsefalse
BIRD DOG CONSTRUCTION LLC
N/Afalsefalse
DANNY'S DRYWALL AND CONSTRUCTION L
N/Afalsefalse
ETHOSENERGY LLC
N/Afalsefalse
HKI CONSTRUCTION LLC
N/Afalsefalse
HUMPHRIES AND COMPANY LLC
N/Afalsefalse
JCB CONSULTING AND CONTRACTING LLC
N/Afalsefalse
MCT SERVICES LLC
N/Afalsefalse
OCHOA CONSTRUCTION
N/Afalsefalse
PCI ENERGY SERVICES LLC
N/Afalsefalse
PALMER CONTRACTOR LLC
N/Afalsefalse
POWER PLANT FIELD SERVICES LLC
N/Afalsefalse
RICHMOND COUNTY CONSTRUCTORS LLC
N/Afalsefalse
SAVANNAH RIVER MISSION COMPLETE
N/Afalsefalse
SAVANNAH RIVER NUCLEAR SOLUTIONS L
N/Afalsefalse
SAVANNAH RIVER REMEDIATION LLC
N/Afalsefalse
SOUTHWAY CONTRACTING LLC
N/Afalsefalse
TOPS FIELD SERVICES LLC
N/Afalsefalse
THE KING'S CARPENTERS LLC
N/Afalsefalse
TURBINE PROS LLC
N/Afalsefalse
US MECHANICAL CONTRACTORS LLC
N/Afalsefalse
VULCAN INDUSTRIAL CONTRACTORS LLC
N/Afalsefalse
WAYNE'S WORLD REMODELING LLC
N/Afalsefalse
WILLIAMS PLANT SERVICES LLC
N/Afalsefalse

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (133 entries)

Direct Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
ACTION ELECTRIC
N/Afalse
ADVANCED EQUIPMENT
N/Afalse
AECON-WACHS
N/Afalse
AIRCO INDUSTRIAL SERVICES
N/Afalse
AIRCO POWER SERVICES
N/Afalse
ALBERICI CONSTRUCTORS
N/Afalse
ALL ELECTRIC COMPANY
N/Afalse
ALLIED POWER SERVICES
N/Afalse
ALLY RIGGING & ERECTING
N/Afalse
ALLEN & GRAHAM
N/Afalse
ANNING-JOHNSON
N/Afalse
APACHE INDUSTRIAL
N/Afalse
API GROUP
N/Afalse
ASHTON & COMPANY
N/Afalse
ATHLETICA SPORT SYSTEMS
N/Afalse
ATLANTIC CONCRETE CONTRACTORS
N/Afalse
ATLANTIC PARKING LOT MAINTENANCE
N/Afalse
ATLANTIC PLANT MAINTENANCE
N/Afalse
AUTOMATIC SYSTEMS
N/Afalse
AVALOTIS
N/Afalse
BHI ENERGY SPECIALTY SERVICE
N/Afalse
BAGGETT CONSTRUCTION
N/Afalse
BERKEL AND COMPANY CONTRACTORS
N/Afalse
BOYKIN ERECTORS
N/Afalse
BROCK INDUSTRIAL SERVICES
N/Afalse
BRUNSWICK BOWLING
N/Afalse
CA MURREN & SONS
N/Afalse
CCC CONSTRUCTION
N/Afalse
CFMVR-TESCO
N/Afalse
CMF GROUP
N/Afalse
CR MEYER
N/Afalse
CARL WALKER CONSTRUCTION
N/Afalse
CARPET CREATIONS
N/Afalse
CARROLL SMALL REPAIRS
N/Afalse
CENTRAL ELECTRICAL SYSTEMS
N/Afalse
CHAMPION SPECIALTY PAINTING
N/Afalse
CLEVELAND ELECTRIC
N/Afalse
COKER INDUSTRIAL CONTRACTORS
N/Afalse
COLBY ENTERPRISES
N/Afalse
CONTRACT MANAGEMENT
N/Afalse
CORK-HOWARD CONSTRUCTION COMPANY
N/Afalse
COSGROVE CONSTRUCTION
N/Afalse
COUNTRY WAY
N/Afalse
COX CREATIVE PRODUCTS & CONSTRUCTIO
N/Afalse
CRAWFORD BOILER & ENGINEERING
N/Afalse
CREEK CONSTRUCTION OF GEORGIA
N/Afalse
CROWN CORR
N/Afalse
DFH & ASSOCIATES
N/Afalse
DN TANKS
N/Afalse
DAYBREAK INSULATION
N/Afalse
DAY & ZIMMERMAN
N/Afalse
DOOR & HARDWARE INSTALLATION OF IND
N/Afalse
DORAL CORPORATION
N/Afalse
ECKARDT ELECTRIC
N/Afalse
FA WILHELM CONSTRUCTION
N/Afalse
F & H CONTRACTORS
N/Afalse
FABCO INDUSTRIAL SERVICES
N/Afalse
FIRST CHOICE CONCRETE
N/Afalse
FLOORING SYSTEMS
N/Afalse
FLY AND FORM STRUCTURES
N/Afalse
GENESYS
N/Afalse
GLOBAL WRAP ENVIRONMENTAL
N/Afalse
GOEBEL FIXTURE COMPANY
N/Afalse
GRADE SOUTH
N/Afalse
GRADY & ASSOCIATES
N/Afalse
GRIFFIN INDUSTRIAL CONTRACTING
N/Afalse
HARRIS ENVIRONMENTAL
N/Afalse
HENRY F TEICHMANN INC
N/Afalse
HEWITT INDUSTRIAL CONTRACTORS
N/Afalse
HUNTER MODULAR CONSTRUCTION
N/Afalse
HYDRATIGHT
N/Afalse
IPC LYDON
N/Afalse
ICON INDUSTRIAL SERVICES
N/Afalse
INDUSTRIAL AIR & MECHANICAL
N/Afalse
INTERIOR INSTALLATION SERVICE
N/Afalse
J WILLIAMS INDUSTRIAL GROUP
N/Afalse
JM WILKERSON CONSTRUCTION
N/Afalse
JIMMY'S CONSTRUCTION
N/Afalse
KCI TECHNOLOGIES
N/Afalse
LAKEWOOD MANUFACTURING
N/Afalse
LLOYD W AUBRY COMPANY
N/Afalse
M2 REPAIRS & RENOVATION MANAGEMENT
N/Afalse
MHS TECHNICAL SERVICES
N/Afalse
MACALJON
N/Afalse
MCABEE CONSTRUCTION
N/Afalse
MALONE CONSTRUCTION
N/Afalse
MILLWRIGHT AUTOMATION
N/Afalse
MILTON J WOOD COMPANY
N/Afalse
MORGAN MECHANICAL
N/Afalse
MULLIS CONTRACTING
N/Afalse
NEWELL MACHINERY
N/Afalse
O'CONNOR CORPORATION
N/Afalse
O'NEAL SCOGGINS
N/Afalse
ONSITE WOODWORK
N/Afalse
OT CUSTOM PRODUCTS
N/Afalse
OWENS AND PRIDGEN
N/Afalse
PARSONS SAVANNAH CONSTRUCTION
N/Afalse
PERFORMANCE CONTRACTING GROUP
N/Afalse
PIONEER CONSTRUCTION
N/Afalse
PIQUA STEEL COMPANY
N/Afalse
PISTOL'S INDUSTRIAL SERVICES
N/Afalse
PLAYER AND COMPANY
N/Afalse
POETTKER CONSTRUCTION
N/Afalse
POPHAM MECHANICAL CONTRACTORS
N/Afalse
RAM INDUSTRIES
N/Afalse
RMF NOOTER
N/Afalse
RICHARD GOETTLE INC
N/Afalse
RUSSELL CONSTRUCTION COMPANY
N/Afalse
SAVANNAH BLINDS
N/Afalse
SCHNABEL FOUNDATION COMPANY
N/Afalse
SERGENT CONSTRUCTION
N/Afalse
SHOULDICE INDUSTRIAL
N/Afalse
SIEMENS GENERATION SERVICES COMPANY
N/Afalse
SILMAN CONSTRUCTION
N/Afalse
SOUTHERN SHARING SOLUTIONS
N/Afalse
SPECIALTY MECHANICAL SERVICES
N/Afalse
STANDARD PRIME CONTRACTORS
N/Afalse
STEPHEN BAILEY CONTRACTOR SERVICES
N/Afalse
STEVE AYERS CONSTRUCTION
N/Afalse
STRUCTOR GROUP
N/Afalse
SUPERIOR RIGGING & ERECTING COMPANY
N/Afalse
TAB STOREFORCE
N/Afalse
THE BECK GROUP
N/Afalse
THE CADIERA GROUP
N/Afalse
THE MECHANICAL SHOP
N/Afalse
US FUSION SPECIALTY CONSTRUCTION
N/Afalse
UNISTRUT CONSTRUCTION
N/Afalse
UNIVERSAL PLANT SERVICES
N/Afalse
V-LINE SERVICES
N/Afalse
WW GAY MECHANICAL CONTRACTOR
N/Afalse
WENGER CORPORATION
N/Afalse
WELCH TARKINGTON
N/Afalse
WESTERN INDUSTRIAL CONTRACTORS
N/Afalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd