2025-05-14T08:27:19-05:00 2024-06-30 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2024-01-01 586066597 SOUTHEASTERN CARP & MW HEALTH PLAN CARP & MILLWRIGHT HEALTH PLAN SOUT 6158590131 PO BOX 1449 GOODLETTSVILLE TN 37070 KAVIN GRIFFIN CHAIRMAN 6158590131 2025-05-14 1 0 ERIN CRANMER P01712644 2023319880 2025-05-05 2024 2025-03-06 01:10:19Z X KAVIN GRIFFIN PO BOX 1449 GOODLETTSVILLE TN 37070 28181636 0 X N/A X 1967 GA PAYMENT OF HEALTH, VISION, DENTAL, TEMPORARY DISABILITY AND LIFE INSURANCE BENEFITS TO PLAN PARTICIPANTS. X 0 0 92 0 0 0 0 0 21203292 11562292 363928 3800049 7618 75376 21574838 15437717 0 0 23321113 12332568 0 0 0 0 0 1743631 878280 25064744 13210848 -3489906 2226869 23813542 0 282386 0 23531156 0 THE PROVISION OF BENEFITS TO PARTICIPANTS 0 0 PAYMENT OF HEALTH, VISION, DENTAL, TEMPORARY DISABILITY AND LIFE INSURANCE BENEFITS TO PLAN PARTICIPANTS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 3 0 1 92 1 0 0 0 0 0 0 0 0 0 0 X 0 0 0 1 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X SOUTHERN BENEFIT ADMINISTRATORS 6158590131 2001 CALDWELL DR GOODLETTSVILLE TN 37072 X THOMAS H JENKINS SECRETARY (THRU 6/30/2024) 2.00 X X 0 0 0 J KIRK MALONE CHAIRMAN (THRU 6/30/2024) 2.00 X X 0 0 0 ROBERT G MOODY TRUSTEE (THRU 6/30/2024) 2.00 X 0 0 0 DAN MORRIS TRUSTEE (THRU 6/30/2024) 2.00 X 0 0 0 ROBERT STRICKLAND TRUSTEE (THRU 6/30/2024) 2.00 X 0 0 0 DAVID W TANKERSLEY TRUSTEE (THRU 6/30/2024) 2.00 X 0 0 0 0 0 0 0 0 0 0 ANTHEM BLUE CROSS BLUE SHIELD VA PO BOX 27401 RICHMOND VA 23279 PPO 417090 SOUTHERN BENEFIT ADMINISTRATORS 2001 CALDWELL DR GOODLETTSVILLE TN 37070 ADMINISTRATION 306000 2 EMPLOYER CONTRIBUTIONS 900099 11419561 11419561 EMPLOYEE CONTRIBUTIONS 900099 142731 142731 11562292 292655 292655 16251313 12743919 3507394 3507394 3507394 STALE CHECKS WRITTEN OFF 900099 65418 65418 LATE CHARGES 900099 9958 9958 75376 15437717 11637668 0 3800049 12332568 306000 36501 31775 11617 10500 22209 8318 33611 PREFERRED SERVICE PROVI 417090 ERISA SERVICE FEES 659 13210848 1204553 0 49965 0 0 1996754 0 0 0 0 0 8024 0 0 20554246 0 0 0 0 0 23813542 0 282386 0 282386 0 X 23531156 0 23531156 0 23813542 0 X 2226869 -2882959 -22875066 X X 0 1 X 1 0 0 X 12543141 -2882959 -2882959 15426100 11617 11617 15437717 13199231 0 13199231 11617 11617 13210848 PART X, LINE 2: THE PLAN IS INTENDED TO QUALIFY UNDER SECTION 501(C) (9) OF THE INTERNAL REVENUE CODE AND,THEREFORE, IS NOT SUBJECT TO INCOME TAX. THE PLAN OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE STATING THAT THE PLAN, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THE PLAN SPONSOR BELIEVES THAT THE PLAN CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION FOR FEDERAL INCOME TAXES HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. AS OF JUNE 30, 2024, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2021 THROUGH 2023 REMAINS OPEN WITH THE U. S. FEDERAL JURISDICTION. CASH 2024-06-30 1375203 BOOK VALUE 746075997 SOUTHERN DISTRICT UBC HEALTH TRUST 2001 CALDWELL DR GOODLETTSVILLE TN 37070 9 ACCOUNTS RECEIVABLE 2024-06-30 2379966 BOOK VALUE 746075997 SOUTHERN DISTRICT UBC HEALTH TRUST 2001 CALDWELL DR GOODLETTSVILLE TN 37070 9 INVESTMENTS 2024-06-30 14132405 FAIR MARKET VALUE 746075997 SOUTHERN DISTRICT UBC HEALTH TRUST 2001 CALDWELL DR GOODLETTSVILLE TN 37070 9 1 0 0 0 0 0 0 0 0 PART 1, LINE 2A THOMAS JENKINS AND DAN MORRIS WILL SERVE IN THE BOARD OF TRUSTEES OF THE SOUTHERN DISTRICT UBC HEALTH TRUST EFFECTIVE JULY 1, 2024. FORM 990, PART VI, SECTION A, LINE 1A AS OF YEAR-END, THE PLAN HAD MERGED INTO ANOTHER PLAN, AND THUS THERE WERE NO BOARD MEMBERS; HOWEVER, THROUGHOUT THE YEAR PRIOR TO MERGER, THERE WERE 6 BOARD MEMBERS AND ALL 6 WERE INDEPENDENT. FORM 990, PART VI, SECTION A, LINE 3 SOUTHERN BENEFIT ADMINISTRATORS, INC. FORM 990, PART VI, SECTION A, LINE 7A THE MANAGMENT TRUSTEES SERVE AS TRUSTEES UNTIL THEY RESIGN, DIE OR BECOME INCAPACITATED. A REPLACEMENT OF A MANAGEMENT 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, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE ENTIRE BOARD OF TRUSTEES. IT IS THEN SIGNED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST ARE REVIEWED CONTINUALLY AND ANY ISSUES THAT ARISE ARE HANDLED AT REGULAR BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 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, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. ALL COMMUNICATIONS INCLUDE REFERENCE TO DOCUMENTS BEING AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER OF ASSETS DUE TO MERGER -22,875,066. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. JT BD OF TRUSTEES OF SOUTHEASTERN CARP & MILLWRIGHTS HEALTH PLAN 2001 CALDWELL DR GOODLETTSVILLE TN 37070 586066597 SPONSORING THE PLAN TN 501(C)(9) 0 ALLOY CRANE & MACHINERY BERG GROUP LLC ETHOSENERGY FIELD SERVICES HUMPHRIES & COMPANY LLC JCB CONSULTING OCHOA CONSTRUCTION PCI ENERGY SERVICES SAVANNAH RIVER MISSION COMPLE SAVANNAH RIVER NUCLEAR SOL TOPS FIELD SERVICES LLC THE KINGS CARPENTERS INC TURBINE PROS LLC USA MECHANICAL CONTRACTORS VULCAN INDUSTRIAL CONTRACTORS 2M CONSTRUCTION AF - OF L-AGC ABS VERTICON INC ACC INDUSTRIAL LLC ACTION ELECTRIC CO INC ADVANCED EQUIPMENT CORPORATIO AECON-WACHS TECHNICAL SERVICE AIRCO INDUSTRIAL SERVICES IN AIRCO POWER SERVICES INC ALL ELECTRIC COMPANY INC ALLEN & GRAHAM INC AMES CONSTRUCTION INC ANNING JOHNSON COMPANY API INCORPORATED ARC-RITE CONTRACTORS INC ARISTEO CONSTRUCTION ATACCONLLC ATLANTIC CONCRETE CONTRACTORS ATLANTIC PARKING LOT MAINT ATLANTIC PLANT MAINTENANCE AUTOMATIC SYSTEMS INC AVALOTIS CORPORATION BAGGETT CONSTRUCTION COMPANY BERKEL & CO CONTRACTORS INC BHI ENERGY SPECIALTY SERVICES BLATTNER ENERGY INC BOWEN ENGINEERING BOYKIN ERECTORS INCORPORATED BRAND ENERGY SERVICES LLC BRUNSWICK BOWLING & BILLARDS C R MEYER & SONS COMPANY CA MURREN & SONS CO CAPITAL ENERGY GROUP LLC CENTRAL ELECTRICAL SYSTEMS CFM V R TESCO LLC CHAMPION INDUSTRIAL LLC CLEVELAND ELECTRIC COMPANY CMF GROUP INC COGBURN BROS INC COLBY ENTERPRISES INC CONSTRUCTION IND OF ROCKFORD CONTRACT MANAGEMENT INC CORK-HOWARD CONSTRUCTION CO COUNTRY WAY CREEK CONSTRUCTION CTI & ASSOCIATES INC CUTTING EDGE CABINETRY DAY & ZIMMERMANN NPS INC DAYBREAK INSULATION COMPANY DN TANKS DPS EVANS INC DUNCAN MACHINERY MOVERS INC ENDURO TECHNICAL SERVICES OF ENERGY SOLUTIONS W PLANT SERV ESCOE INDUSTRIAL MECHANICAL FA WILHELM CONSTRUCTION CO FABCO INDUSTRIAL CONSTRUCTION FIRST CHOICE CONCRETE LLC GENESYS GOEBEL FIXTURE COMPANY GRADE SOUTH INC GRADY & ASSOCIATES GREATER PENNSYLVANIA CARP HC BECK GROUP HEARTLAND HEALTHCARE HEBBARD ELECTRIC INC HEWITT INDUSTRIAL CONTRACTORS ICON INDUSTRIAL SERVICES LLC INDUSTRIAL AIR & MECHANICAL INTERIOR INSTALLATION SERVICE IPC LYDON LLC J & J GENERAL MAINTENANCE JM WILKERSON JBI INTERIORS LLC K C I INC LAKEWOOD MANUFACTURING LILJA CORPORATION MACALJON GROUP MALONE CONSTRUCTION MARLEY COOLING SERVICE (MCT) MCABEE CONSTRUCTION MICHELS CONSTRUCTION INC MICHIGAN REGIONAL COUNCIL OF MILTON J WOOD COMPANY MIRON CONSTRUCTION CO INC MORGAN MECHANICAL CONTRACTORS MULLIS CONTRACTING NCSRC O'NEAL SCOGGINS INC ONSITE WOODWORK CORPORATION OWENS & PRIDGEN INC PERFORMANCE CONTRACTING INC PIONEER CONSTRUCTION INC PISTOL'S INDUSTRIAL SERVICE PLATINUM PAVING & CONCRETE PLAYER & COMPANY POETTKER CONSTRUCTION COMPANY POPHAM MECHANICAL CONTRACTORS PRECISION COOLING TOWERS INC RMF NOOTER RUSSELL CONSTRUCTION COMPANY ST COTTER TURBINE SERVICE SAVANNAH REGIONAL CENTRAL LAB SCHNABEL FOUNDATION COMPANY SENTRY ELECTRICAL GROUP INC SERGEANT CONSTRUCTION INC SHOULDICE INDUSTRIAL MANUFACT SIEMENS GENERATION SERVICES C SILMAN INDUSTRIES SOUTHERN AIR SPECIALIST SOUTHERN SHORING SOLUTIONS SPECIALITY MECHANICAL SVCS STEPHEN BAILEY CONTRACTOR SRV STOKES BOILER DBA CRAWFORD BO STRUCTOR GROUP SUPERIOR RIGGING & THE BOLDT COMPANY THE MECHANICAL SHOP INC THE STATE GROUP INDUSTRIAL US TITAN INDUSTRIAL SERVICES IN TNNC CARP & MW PENSION FUND UNISTRUT CORPORATION V-LINE SERVICES WELCH TARKINGTON INC WENGER CORPORATION WESTERN INDUSTRIAL WOODS CONSTRUCTION 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0