2022-10-17T00:03:50-04:00 2021-12-31 621802605 DANIELS IRWIN & AYLOR 223 MADISON STREET SUITE 112 MADISON TN 371153660 990 2021-01-01 526047277 PLUMBERS & STEAMFITTERS UNION LOCAL NO 10 HEALTH & WELFARE FUND PLUM 6158590131 PO BOX 1449 GOODLETTSVILLE TN 370701449 NATHAN DAVENPORT CHAIRMAN 6158590131 2022-09-28 true NATHAN DAVENPORT 999009999 DOUGLAS A IRWIN P01363756 6158686008 2022-10-16 2021 2022-09-23 18:48:47Z NATHAN DAVENPORT 8370571 false X X 1963 VA TO PROVIDE MEDICAL, DENTAL AND OTHER WELFARE BENEFITS TO UNION MEMBERSHIP IN ACCORDANCE WITH COLLECTIVE BARGAINED AGREEMENTS. 6 6 5 0 0 6842914 6978911 1167889 605886 469743 625292 8480546 8210089 0 7030323 6216618 7968 7631 0 0 727691 673370 7765982 6897619 714564 1312470 13395724 14693700 341475 326981 13054249 14366719 X TO PROVIDE HEALTH CARE, DEATH BENEFITS, PRESCRIPTION DRUGS, DISABILITY, AND WEEKLY ACCIDENT & SICKNESS BENEFITS ADMINISTERED UNDER A COLLECTIVELY BARGAINED AGREEMENT TO MEMBERS OF PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10. false false THE PROVISION OF HEALTH, TEMPORARY DISABILITY, DENTAL, VISION 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 185 0 true 5 true false false false false false false false false X 6 6 true true false false false true false true true false false true true true true true true true true false SOUTHERN BENEFIT ADMINISTRATORS 6158590131 2001 CALDWELL DRIVE GOODLETTSVILLE TN 37072 X NATHAN DAVENPORT CHAIRMAN 2.00 X 0 0 0 DAVE DIPERSIO ALTERNATE TR 2.00 X 0 0 0 ROYDEN GOODSON TRUSTEE 2.00 X 0 0 0 WILLIAM DUNN JR TRUSTEE 2.00 X 0 0 0 NEALE KELLEY TRUSTEE 2.00 X 0 0 0 MICHAEL PANTELE CO-CHAIRMAN 2.00 X 0 0 0 false false false SOUTHERN BENEFIT ADMINISTRATORS PO BOX 1449 GOODLETTSVILLE TN 37072 TPA 259260 ANTHEM BCBS OF VA PO BOX 27401 RICHMOND VA 23279 CLAIMS ADMIN. 182353 2 EMPLOYER CONTRIBUTIONS 6248946 6248946 EMPLOYEE CONTRIBUTIONS 729965 729965 6978911 506988 506988 259380 160482 98898 98898 98898 FORMULARY REBATES 559253 559253 SUBROGATION REFUNDS 80000 80000 COBRA SUBSIDY REIMBURSEMENT 10534 10534 -24495 -24495 625292 8210089 7604203 605886 6216618 7631 201600 11697 13700 9380 195003 11323 3629 2055 133294 SALARIES REIMBURSEMENT 51030 EMPLOYEE BENEFITS REIMB. 11735 BANK CHARGES 5547 FIDUCIARY LIABILITY INS. 4379 18998 6897619 0 0 0 592247 928339 574107 931127 2592 10950 12226778 12823284 13395724 14693700 341475 326981 341475 326981 X 13054249 14366719 13054249 14366719 13395724 14693700 1312470 X false true X true false X 8210089 8210089 8210089 6897619 6897619 6897619 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 - ORGANIZATION'S MISSION TO PROVIDE HEALTH CARE, DEATH BENEFITS, PRESCRIPTION DRUGS, DISABILITY, AND WEEKLY ACCIDENT & SICKNESS BENEFITS ADMINISTERED UNDER A COLLECTIVELY BARGAINED AGREEMENT TO MEMBERS OF PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10. FORM 990, PAGE 6, PART VI, LINE 2 P&SF UNION LOCAL NO. 10 P&SF UNION LOCAL NO. 10 CHAIRMAN TRUSTEE WORK FOR SAME LOCAL. P&SF UNION LOCAL NO. 10 P&SF UNION LOCAL NO. 10 CHAIRMAN TRUSTEE WORK FOR SAME LOCAL. P&SF UNION LOCAL NO. 10 P&SF UNION LOCAL NO. 10 TRUSTEE TRUSTEE WORK FOR SAME LOCAL. WARWICK MECHANICAL GROUP WARWICK MECHANICAL GROUP TRUSTEE ALT. TRUSTEE WORK FOR SAME COMPANY. FORM 990, PAGE 6, PART VI, LINE 3 SOUTHERN BENEFIT ADMINISTRATORS, INC. FORM 990, PAGE 6, PART VI, LINE 7A UNION TRUSTEES ARE APPOINTED TO THE BOARD BY PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 IN ACCORDANCE WITH ITS OWN PROCEDURES, WHILE THE MANAGEMENT TRUSTEES ARE APPOINTED BY THE MCAB IN ACCORDANCE WITH ITS OWN PROCEDURES. 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 CONTAIN REFERENCE TO DOCUMENTS BEING AVAILABLE UPON REQUEST. MID-ATLANTIC PIPE TRADES N/A false PLUMBERS & STEAMFITTERS UNION LOCAL N/A false PLUMBERS & STEAMFITTERS UNION LOCAL N/A false ALL ABOUT METAL N/A false false CUSHMAN & WAKEFIELD N/A false false JETT'S SPECIALTY CONTRACTING N/A false false JOHNSON MECHANICAL SERVICE OF VIRGI N/A false false MECHANICAL SOLUTIONS N/A false false PCI ENERGY SERVICES N/A false false PRO-MECHANICAL N/A false false WILSON MECHANICAL SERVICE N/A false false ACTION ELECTRIC COMPANY ' N/A false ATLANTIC CONSTRUCTORS N/A false CFM VR TESCO N/A false CARRIER BUILDING SERVICES N/A false CHEWNING & WILMER N/A false COMMERCIAL MECHANICAL SERVICE N/A false D&D MECHANICAL N/A false DAY & ZIMMERMANN NPS N/A false DUAL-TEMP OF ILLINOIS N/A false ENERFAB N/A false HAVTECH N/A false HIGH PURITY SYSTEMS N/A false HONEYWELL N/A false JOHNSON CONTROLS N/A false KINETIC SYSTEMS N/A false KM KELLY INC N/A false LILJA CORPORATION N/A false LUGAILA MECHANICAL N/A false MILLER PIPELINE N/A false PARAMOUNT MECHANICAL N/A false POOLE AND KENT N/A false PROGRESSIVE MECHANICAL N/A false RS HARRITAN N/A false ROSENDIN ELECTRIC N/A false SIEMENS INDUSTRY N/A false SOUTHLAND INDUSTRIES N/A false WACO INC N/A false WALTER N YODER & SONS N/A false WARWICK PLUMBING & HEATING N/A false false false false false false false false false false false false false false false false false false false false