2023-10-14T16:43:31-04:00 2022-12-31 621802605 DANIELS IRWIN & AYLOR 223 MADISON STREET SUITE 112 MADISON TN 371153660 990 2022-01-01 432067325 SOUTHERN OPERATORS HEALTH FUND SOUT 6158590131 PO BOX 1449 GOODLETTSVILLE TN 370701449 TRAVIS SIMMONS CHAIRMAN 6158590131 2023-10-09 true TRAVIS SIMMONS 999009999 false DOUGLAS A IRWIN P01363756 6158686008 2023-10-14 2022 2023-04-26 12:10:37Z TRAVIS SIMMONS 47551796 false X X 2005 TN PROVISION OF BENEFITS TO PLAN PARTICIPANTS. 10 10 66 0 0 33653047 38375462 830010 -3057978 3602349 4245529 38085406 39563013 0 38146895 35949295 26615 20674 0 0 3643422 3791943 41816932 39761912 -3731526 -198899 25716347 25998024 321598 802174 25394749 25195850 THE PROVISION OF BENEFITS TO PLAN PARTICIPANTS. false false THE PROVISION OF HEALTH, DENTAL, VISION, TEMPORARY DISABILITY AND DEATH BENEFITS TO PLAN 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 981 0 true 66 true false false false false false false false false X 10 10 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 JASON BILLINGS TRUSTEE 2.00 X 0 0 0 JEFFREY BRITT TRUSTEE 2.00 X 0 0 0 EDWARD CAINES TRUSTEE 2.00 X 0 0 0 BRIAN COPHAM TRUSTEE 2.00 X 0 0 0 MARK MAHER JR TRUSTEE 2.00 X 0 0 0 KENNETH LOOKINGBILL TRUSTEE 2.00 X 0 0 0 ROBERT G MOODY TRUSTEE 2.00 X 0 0 0 MIKE MORAIN TRUSTEE 2.00 X 0 0 0 TRAVIS SIMMONS CHAIRMAN 2.00 X X 0 0 0 DENNIS K TAYLOR SECRETARY 2.00 X X 0 0 0 false false false BCBS OF GA - ANTHEM 3350 PEACHTREE RD NE ATLANTA GA 30326 PPO 1312753 SOUTHERN BENEFIT ADMINISTRATORS PO BOX 1449 GOODLETTSVILLE TN 370701449 PLAN ADMINISTRA 782120 MORGAN STANLEY ONE TENTH ST STE 600 AUGUSTA GA 30901 INVESTMENT MGMT 107245 3 EMPLOYER CONTRIBUTIONS 36827104 36827104 EMPLOYEE CONTRIBUTIONS 1548358 1548358 38375462 -2978913 -2978913 7909718 7988783 -79065 -79065 -79065 FORMULARY REBATES 3625132 3625132 STOP LOSS REIMBURSEMENTS 549110 549110 CLAIMS REFUNDS 33311 33311 37976 37976 4245529 39563013 42620991 -3057978 35949295 20674 756000 42745 29350 107245 1443475 44360 34460 1274646 PCORI FEE 20811 CREDIT CARD FEES 17335 CYBER LIABILITY INSURANCE 7394 FIDUCIARY LIABILITY INSUR 7013 7109 39761912 0 0 0 889834 5638903 229444 312490 4786302 5643206 79154 86704 19731613 14316721 25716347 25998024 321598 802174 321598 802174 X 25394749 25195850 25394749 25195850 25716347 25998024 -198899 X false true X true false X 39563013 39563013 39563013 39761912 39761912 39761912 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 IUOE LOCAL UNIONS NO. 406, 450, 470, 673 AND 926 AND ANY OTHER LOCAL UNION THAT MAY BECOME A PARTY TO THE AGREEMENT AND DECLARATION OF TRUST. 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. IUOE LOCAL 406 N/A false IUOE LOCAL 406 APPRENTICESHIP N/A false IUOE LOCAL 450 APPR & TRAINING N/A false IUOE LOCAL 450 N/A false IUOE LOCAL 465 N/A false IUOE LOCAL 470 APPR FUND N/A false IUOE LOCAL 470 N/A false IUOE LOCAL 673 N/A false IUOE LOCAL 673 JATC N/A false IUOE LOCAL 926 JATP N/A false IUOE LOCAL 926 N/A false IUOE NATIONAL TRAINING FUND N/A false A CRANE RENTAL N/A false false AAA VALLEY GRAVEL N/A false false ABCO ELECTRICAL N/A false false ACES SALES N/A false false ALLIED POWER SERVICES N/A false false ALLTRADE SOLUTIONS N/A false false AMERICAN CIVIL CONSTRUCTORS N/A false false ATLAS CRANE SERVICES N/A false false AUSTIN CRANE SERVICE N/A false false BHI ENERGY N/A false false BK ALL AMERICAN N/A false false BAKER PILE DRIVING N/A false false BAYOU CONSTRUCTION N/A false false BEEGHLY TREE N/A false false BLUROC N/A false false BOH BROTHERS CONSTRUCTION N/A false false BOSWORTH STEEL ERECTORS N/A false false CENTRAL INUDUSTRIAL N/A false false CHAMPION INDUSTRIAL N/A false false CROSBY CRANE N/A false false D & R CONSTRUCTION CONTRACTING N/A false false DAV AUSTIN EQUIPMENT N/A false false DK CONSTRUCTION N/A false false DEARBORN MIDWEST COMPANY N/A false false DEEP SOUTH CRANE & RIGGING N/A false false DEL SUR SDAC JV N/A false false DYNAMIC CONCRETE PUMPING N/A false false FIVE STAR ENERGY SERVICES N/A false false FULL TILT CRANE SERVICES N/A false false GOLDWATER MIDSTREAM COMPANY N/A false false HUXTED TRENCHLESS N/A false false IDEAL CONTRACTING N/A false false INGLETT & STUBBS N/A false false JAZZ CASINO COMPANY N/A false false KELLER NORTH AMERICA N/A false false LETOURNEAU ENTERPRISES N/A false false MR PITTMAN GROUP N/A false false METCOW N/A false false MIDNIGHT SUN TECHNOLOGIES N/A false false MORROW EQUIPMENT N/A false false MOUNTAIN CRANE SERVICE N/A false false NEWTRON MECHANICAL N/A false false NORTH AMERICAN CRANE & RIGGING N/A false false NORTHWEST CRANE N/A false false OFFSITE INTEGRATED STRUCTURES N/A false false PAE APPLIED TECHNOLOGIES N/A false false PLC TRENCHING N/A false false PRECAST ERECTORS N/A false false PULLMAN POWER N/A false false QUINLAN ENTERPRISES N/A false false RAGNAR BENSION CONSTRUCTION N/A false false RAMPART HYDRO SERVICES N/A false false SAK CONSTRUCTION N/A false false SDAC GOVERNMENT SERVICES N/A false false SAVANNAH RIVER MISSION COMPLETE N/A false false SKY LIMIT EQUIPMENT N/A false false SOUTHEASTERN CRANE SERVICES N/A false false SOUTHWAY CRANE & RIGGING N/A false false STACY AND WITBECK INC N/A false false STATELINE CRANE N/A false false STERETT CRANE & RIGGING N/A false false SUMMIT CIVIL SERVICES N/A false false TAS COMMERCIAL CONCRETE N/A false false TALLAHASSEE CRANES LLC N/A false false TERRY NIX EQUIPMENT N/A false false TRAXX EQUIPMENT N/A false false TURNER INDUSTRIES N/A false false US FUSION N/A false false VIZION CRANE & INDUSTRIAL SUPPORT N/A false false W&W STEEL ERECTORS N/A false false WALBRIDGE EQUIPMENT N/A false false WILLIAM CHARLES CONSTRUCTION N/A false false WILLIAMS CONSTRUCTION N/A false false WILLIAMS PLANT SERVICES N/A false false ASM GLOBAL N/A false ACELEGER WASTEWATER DISPOSAL N/A false ACTION ELECTRIC N/A false AECON-WACHS TECHNICAL SERVICES N/A false AFFORDABLE CRAN CARE N/A false AGRICO SALES N/A false ALLOY MECHANICAL N/A false ALLSTATE CRANE RENTAL N/A false AMERICAN BRIDGE COMPANY N/A false AMES CONSTRUCTION N/A false ARROWALL COMPANY N/A false ASHTON & COMPANY N/A false ATLANTIC PLANT MAINTENANCE N/A false AVOLOTIS N/A false BARNHART CRANE & RIGGING N/A false BECHTEL CONSTRUCTION N/A false BELGER CARTAGE SERVICE N/A false BIGGE CRANE & RIGGING N/A false BOYETTE BROTHERS N/A false BRAGG CRANCE SERVICE N/A false BRANDENBURG INDUSTRIAL N/A false C&W GOVERNMENT SERVICES N/A false CA MURREN & SONS N/A false CE BOURNE & COMPANY N/A false C YOUNG & COMPANY N/A false CBS PILING SOLUTIONS N/A false CR MEYER N/A false CTI & ASSOCIATES N/A false CAPITAL CITY GROUP N/A false CLEVELAND ELECTRIC N/A false COASTAL ERECTION N/A false COASTAL STEEL N/A false COGBURN BROTHERS N/A false COKER CRANE & RIGGING N/A false CONTRACT MANAGEMENT N/A false CORESLAB STRUCTURES N/A false CRYSTAL CLEAR MAINTENANCE N/A false D & D MACHINERY MOVERS N/A false DN TANKS N/A false DAVIS MOTOR CRANE SERVICE N/A false DAY & ZIMMERMANN N/A false DELTA NOOTER N/A false DENNIS TAYLOR & COMPANY N/A false DERR & ISBELL CONSTRUCTION N/A false DUKE & DUKE SERVICES N/A false EDGERTON CONTRACTORS N/A false EVANS GRADING N/A false EXCEL MAINTENANCE N/A false FA WILHELM CONSTRUCTION N/A false FLUOR MAINTENANCE SERVICES N/A false FRATTALONE COMPANIES N/A false GABE'S CONSTRUCTION N/A false GOETTLE EQUIPMENT N/A false GRADE SOUTH N/A false GRIFFIN INDUSTRIAL CONTRACTING N/A false HEATON ERECTING N/A false HI WAY PAVING N/A false HOVLAND N/A false HOYT BRUMM & LINK N/A false HUDDER GRADING & UTILITIES N/A false INDEPENDENCE EXCAVATING N/A false JC CONAWAY & COMPANY N/A false JM WILKERSON CONSTRUCTION N/A false JR JENSEN CONSTRUCTION N/A false JACOBS TECHNOLOGY N/A false JAKES METAL BUILDING ERECTORS N/A false JOHN E GREEN COMPANY N/A false KELLEY EQUIPMENT N/A false KENNEDY'S GRADING & EXCAVATING N/A false L KEELEY CONSTRUCTION N/A false LOU CON CONSTRUCTION N/A false ME&I CONSTRUCTION SERVICES N/A false MJW CONSOLIDATED N/A false MACALJON GROUP N/A false MADDOX ELECTRIC N/A false MALCOLM DRILLING N/A false MAMMOET USA NORTH N/A false MAXIM CRANE WORKS N/A false MCABEE CONSTRUCTION N/A false MICHELS CORPORATION N/A false MID-AMERICA ENERGY SERVICE N/A false MID ATLANTIC STEEL ERECTORS N/A false MIDWEST STEEL N/A false MILLER PIPELINE N/A false MURPHREE BRIDGE N/A false NORTHERN DEWATERING N/A false NORTHERN TREE SERVICE N/A false PARSONS SAVANNAH N/A false PATRIOT ERECTORS N/A false PERFORMANCE CONTRACTING N/A false PIQUA STEEL N/A false PORTUS N/A false POWELL DRILLING N/A false POWER FOUNDATIONS N/A false PRECISION STONE N/A false PRE-CON CONSTRUCTION N/A false REM PIPELINE SERVICES N/A false RMS CRANE N/A false RE-ENGINEERED BUSINESS SOLUTIONS N/A false RENASCENT N/A false ROANOKE VALLEY STEEL N/A false ROCK SOLID STABILIZATION N/A false ROLL-LIFT USA N/A false RUSSO CORPORATION N/A false SNS ERECTORS N/A false SACHS CIVIL N/A false SARENS USA N/A false SAVANNAH RIVER REMEDIATION N/A false SAVANNAH RIVER NUCLEAR SOLUTIONS N/A false SCHNABEL FOUNDATION N/A false SIMS CRANE & EQUIPMENT N/A false SOIL INSTALLERS N/A false SOUTHERN CRANE & MECHANICAL N/A false SUPERIOR RIGGING & ERECTING N/A false THE BECK GROUP N/A false THE BOLDT COMPANY N/A false THE WALT DISNEY COMPANY N/A false TRINITY INDUSTRIAL SERVICES N/A false TWIN CITY TUNNELING N/A false US IRON WORKS N/A false UNION TANK ERECTION N/A false UNITED EXCAVATIONS N/A false VIRGINIA STEEL ERECTORS N/A false VULCAN INDUSTRIAL N/A false WO GRUBB N/A false WW GAY MECHANICAL N/A false WOLVERINE TRUCKING N/A false false false false false false false false false false false false false false false false false false false false