TEAMSTERS JOINT COUNCIL-83 OF VIRGINIA HEALTH & WELFARE INSURANC: Form 990, tax year 2021
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- Organization
- TEAMSTERS JOINT COUNCIL-83 OF VIRGINIA HEALTH & WELFARE INSURANC (EIN 54-0556299)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202233159349305628
- Schema version
- 2021v4.2
- 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 | 2022-11-11T14:25:39-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470900880 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIBRE CPA GROUP PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 WISCONSIN AVENUE STE 1200W | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540556299 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEAMSTERS JOINT COUNCIL NO 83 OF | BusinessNameLine1Txt |
| Business Name Line2 | VIRGINIA HEALTH & WELFARE FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TEAM | BusinessNameControlTxt |
| Phone | 8042823131 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8814 FARGO ROAD 200 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 232294673 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES SMITH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8042823131 | PhoneNum |
| Signature | 2022-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | SMITH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH M HERISHEN CPA | PreparerPersonNm |
| PTIN | P00361968 | PTIN |
| Phone | 2023319880 | PhoneNum |
| Preparation | 2022-11-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES SMITH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8814 FARGO ROAD | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 232294673 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $82,674,894 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.TJC83FUNDS.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE HEALTH & WELFARE BENEFITS TO PARTICIPANTS AND THEIR BENEFICIARIES AS DETERMINED BY THE TRUSTEES, AND SHALL FURTHER PROVIDE THE MEANS FOR DEFRAYING REASONABLE EXPENSES OF THE OPERATION AND ADMINISTRATION OF THE FUND. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $74,729,370 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $81,101,896 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,633,430 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,412,115 | CYInvestmentIncomeAmt |
| PY Other Revenue | $70,861 | PYOtherRevenueAmt |
| CY Other Revenue | $42,779 | CYOtherRevenueAmt |
| PY Total Revenue | $76,433,661 | PYTotalRevenueAmt |
| CY Total Revenue | $82,556,790 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $56,414,610 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $69,423,531 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,964,971 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,974,450 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,641,642 | PYOtherExpensesAmt |
| CY Other Expenses | $4,660,205 | CYOtherExpensesAmt |
| PY Total Expenses | $63,021,223 | PYTotalExpensesAmt |
| CY Total Expenses | $76,058,186 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $13,412,438 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,498,604 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $118,877,472 | TotalAssetsBOYAmt |
| Total Assets EOY | $132,877,433 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,409,045 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,543,382 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $117,468,427 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $131,334,051 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE HEALTH & WELFARE BENEFITS TO PARTICIPANTS AND THEIR BENEFICIARIES AS DETERMINED BY THE TRUSTEES, AND SHALL FURTHER PROVIDE THE MEANS FOR DEFRAYING REASONABLE EXPENSES OF THE OPERATION AND ADMINISTRATION OF THE FUND. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $76,058,186 | ExpenseAmt |
| Revenue | $82,517,392 | RevenueAmt |
| Desc | ADMINISTER AND PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND ELIGIBLE DEPENDENTS COVERED BY APPLICABLE COLLECTIVE BARGAINING AND PARTICIPATION AGREEMENTS. | Desc |
| Total Program Service Expenses | $76,058,186 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBIN DONOVICK TJC 83 OF VA HEALTH & WELFARE FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8042823131 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8814 FARGO ROAD STE 200 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23229 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| W ROBERT DAVIDSON | |||||||
| EMPLOYER TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM A NATIONS | |||||||
| EMPLOYER TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN FARRISH | |||||||
| UNION TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES R SMITH | |||||||
| UNION TRUSTEE | 1.00 | Yes (X) | $0 | $105,976 | $63,096 | 55.00 | |
| JAY BOWERS | |||||||
| EMPLOYER TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES WRIGHT | |||||||
| UNION TRUSTEE | 1.00 | Yes (X) | $0 | $124,922 | $53,496 | 50.00 | |
| ROBIN DONOVICK | |||||||
| EXEC DIRECTOR | 28.00 | $154,967 | $0 | $38,298 | 12.00 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $154,967 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $230,898 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $154,890 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ANTHEM BLUE CROSS BLUE SHIELD | |||||
| 2015 STAPLES MILL RD | RICHMOND | VA | 23230 | PPO NETWORK | $1,986,192 |
| AMALGAMATED LIFE INSURANCE CO | |||||
| 333 WESTCHESTER AVE | WHITE PLAINS | NY | 10604 | INSURER | $632,140 |
| BASYS INC | |||||
| 3700 KOPPERS ST STE 400 | BALTIMORE | MD | 21227 | SOFTWARE PROGRAMING | $439,969 |
| EPLAN LLC | |||||
| 22601 NORTH 19TH AVE STE 240 | PHOENIX | AZ | 85027 | CLAIMS NEGOTIATOR | $217,034 |
| MORGAN LEWIS BOCKIUS LLP | |||||
| 1111 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | ATTORNEY | $173,591 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PARTICIPANT EMPLOYER CONTRIBUTION | 525100 | $79,064,495 | $79,064,495 |
| VOLUNTARY EMPLOYEE CONTRIBUTION | 525100 | $2,037,401 | $2,037,401 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $81,101,896 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,412,115 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,412,115 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $157,502 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $118,104 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $39,398 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,398 | TotalRevenueColumnAmt |
| Exclusion | $39,398 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER BUILDING INCOME | Desc |
| Business | 532000 | BusinessCd |
| Total Revenue Column | $3,381 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,381 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,381 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $82,556,790 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $82,517,392 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $39,398 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,423,531 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,829 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $835,383 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $401,359 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $290,092 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,787 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,026 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,968 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,838 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,489 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,965 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $431,744 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,797 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,542 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,434 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| OTHER ADMIN - PPO MEDIC | $2,924,249 |
| DISEASE MANAGEMENT SERV | $113,009 |
| OTHER EXPENSES | $74,144 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,058,186 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,530,676 | BOYAmt |
| EOY | $16,769,054 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,470,592 | BOYAmt |
| EOY | $5,977,389 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,794 | BOYAmt |
| EOY | $37,561 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,366,674 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,917,601 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $518,772 | BOYAmt |
| EOY | $449,073 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,386,939 | BOYAmt |
| EOY | $17,459,340 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,313,511 | BOYAmt |
| EOY | $87,867,816 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,618,188 | BOYAmt |
| EOY | $4,317,200 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,877,472 | BOYAmt |
| EOY | $132,877,433 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,409,045 | BOYAmt |
| EOY | $1,543,382 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,409,045 | BOYAmt |
| EOY | $1,543,382 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,468,427 | BOYAmt |
| EOY | $131,334,051 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,468,427 | BOYAmt |
| EOY | $131,334,051 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,877,472 | BOYAmt |
| EOY | $132,877,433 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,498,604 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,367,020 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $92,370 | OtherCostOrOtherBasisAmt |
| Book Value | $92,370 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,921,061 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,618,075 | DepreciationAmt |
| Book Value | $302,986 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $353,243 | OtherCostOrOtherBasisAmt |
| Depreciation | $299,526 | DepreciationAmt |
| Book Value | $53,717 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $449,073 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CF DV NON-SL STOCK INDEX FUND | $31,430,975 | F |
| LOOMIS SAYLES MSFD NHIT | $18,998,294 | F |
| CF DV NSL INT CR BOND INDEX FUND | $21,652,179 | F |
| TRINITY LP | $15,783,108 | F |
| DREYFUS TREASURY SECURITIES CM | $3,260 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $87,867,816 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $89,783,076 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $7,367,020 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $7,367,020 | RevenueNotReportedAmt |
| Revenue Subtotal | $82,416,056 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $258,838 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$118,104 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $140,734 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $82,556,790 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $75,917,452 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $118,104 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $118,104 | ExpensesNotReportedAmt |
| Expenses Subtotal | $75,799,348 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $258,838 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $258,838 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $76,058,186 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | 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 SUSTAINED UPON EXAMINATION. THE PLAN ADMINISTRATOR IS NOT AWARE OF ANY UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXP RECOGNIZED IN PART VIII -118,104. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXP RECOGNIZED IN PART VIII 118,104. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBIN DONOVICK | ||||||||||||||
| EXEC DIRECTOR | $154,967 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $38,298 | $0 | $193,265 | $0 | $0 | $0 |
| JAMES WRIGHT | ||||||||||||||
| UNION TRUSTEE | $0 | $124,922 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $53,496 | $0 | $178,418 | $0 | $0 |
| JAMES R SMITH | ||||||||||||||
| UNION TRUSTEE | $0 | $105,976 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $63,096 | $0 | $169,072 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | BEFORE THE FILING OF FORM 990, THE ENTIRE DRAFT WAS SENT AS A PDF TO ALL BOARD MEMBERS IN AN EMAIL. COMMENTS AND CORRECTIONS WERE STRONGLY ENCOURAGED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY TRUSTEES AND OTHER INDIVIDUALS COMPLETE A QUESTIONNAIRE REGARDING COMPLIANCE WITH CONFLICTS POLICY |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION PROCESS FOR TOP OFFICIALS/OFFICERS BY THE CO-CHARIMAN OF THE BOARD OF TRUSTEES BASED ON COMPARATIVE COMPENSATION STUDIES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE VIA ITS WEBSITE, CONFLICT OF INTEREST POLICY IS NOT AVAILABLE, FINANCIALS ARE AVAILABLE TO PARTICIPANTS UNDER WRITTEN REQUEST. |
| PART XI, LINE 2C | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| TEAMSTERS JOINT COUNCIL NO 83 OF VA PENSION FUND | |||||||||
| 8814 FARGO ROAD | RICHMOND | VA | 23229 | 546097996 | PENSION FUND | VA | 401 (A) | N/A | Yes (1) |
| TEAMSTERS LOCAL 101 | |||||||||
| 105 N MAIN STREET | HOPWELL | VA | 23860 | 540853998 | LOCAL UNION | VA | 501 (C) (5) | N/A | Yes (1) |
| TEAMSTERS LOCAL 171 | |||||||||
| 2550 W MAIN STREET | SALEM | VA | 24153 | 540325986 | LOCAL UNION | VA | 501 (C) (5) | N/A | Yes (1) |
| TEAMSTERS LOCAL 22 | |||||||||
| 97 BELMONT STREET | COLLINSVILLE | VA | 24078 | 540719311 | LOCAL UNION | VA | 501 (C) (5) | N/A | Yes (1) |
| TEAMSTERS LOCAL 29 | |||||||||
| 12 CEDAR PARK LANE | VERONA | VA | 24482 | 540739139 | LOCAL UNION | VA | 501 (C) (5) | N/A | Yes (1) |
| TEAMSTERS LOCAL 322 | |||||||||
| 3705 CAROLINA AVE | RICHMOND | VA | 23222 | 540406217 | LOCAL UNION | VA | 501 (C) (5) | N/A | Yes (1) |
| TEAMSTERS LOCAL 592 | |||||||||
| 3705 CAROLINA AVE | RICHMOND | VA | 23222 | 540212118 | LOCAL UNION | VA | 501 (C) (5) | N/A | Yes (1) |
| TEAMSTERS LOCAL 822 | |||||||||
| PO BOX 12673 | NORFOLK | VA | 23541 | 540201728 | LOCAL UNION | VA | 501 (C) (5) | N/A | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (23 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| TEAMSTERS JT COUNCIL 83 OF VA EXCESS | ||||||||
| 8814 FARGO ROAD SUITE 200 | RICHMOND | VA | 23229 | 546459815 | EXCESS BENEFITS | VA | T | Yes (1) |
| ABF | ||||||||
| PO BOX 10048 | FORT SMITH | AR | 72917 | 710249444 | TRUCKING | AR | C | Yes (1) |
| ACME PAPER | ||||||||
| PO BOX 422 | SAVAGE | MD | 20763 | 520748849 | PACKAGING | MD | C | Yes (1) |
| ALLIED BUILDING | ||||||||
| 15 E UNION AVE | E RUTHORFORD | NJ | 07073 | 221729463 | BLDG MATERIALS | NJ | C | Yes (1) |
| ARAMARK REFRESHMENTS | ||||||||
| 1301 OLIVER HILL ROAD | RICHMOND | VA | 23219 | 231673482 | VENDING | VA | C | 0 |
| JACK COOPER TRANSPORT | ||||||||
| 1100 WALNUT STREET STE 2400 | KANSAS CITY | MO | 64106 | 730493030 | TRUCKING | MO | C | 0 |
| KELLOGG SNACK | ||||||||
| 67 W MICHIGAN AVE | BATTLE CREEK | MI | 49016 | 200329186 | VENDING | MI | C | 0 |
| NATIONAL FRUIT | ||||||||
| PO BOX 2040 | WINCHESTER | VA | 22604 | 540315385 | FOOD PROCE | VA | C | 0 |
| VIRGINIA INTERNATIONAL TERMINALS | ||||||||
| 1431 INTERNATIONAL TERMIAL BLVD | NORFOLK | VA | 23505 | 541187491 | TRUCKING | VA | C | 0 |
| PRAXAIR | ||||||||
| 175 EAST PARK DRIVE | TONAWANDA | NY | 14150 | 061259050 | TRUCKING | CT | C | 0 |
| SCHWERMAN | ||||||||
| PO BOX 1601 | MILWAUKEE | WI | 53201 | 390767397 | TRUCKING | WI | C | 0 |
| SENTINEL | ||||||||
| 1301 BELLWOOD ROAD | RICHMOND | VA | 23237 | 510392463 | TRUCKING | VA | C | 0 |
| PET DAIRY | ||||||||
| PO BOX 120 | MT CRAWFORD | VA | 23241 | 742952858 | DAIRY | VA | C | 0 |
| UPS | ||||||||
| 100 EAST CAMPUSVIEW DRIVE | COLUMBUS | VA | 43235 | 362407381 | TRUCKING | GA | C | 0 |
| VALLEY MILK | ||||||||
| PO BOX 271 | STRASBURG | VA | 22657 | 541959730 | FOOD PROCE | VA | C | 0 |
| VIRGINIA MIRROR | ||||||||
| PO BOX 5431 | MARTINSVILLE | VA | 24115 | 540420100 | MIRROR | VA | C | 0 |
| WHITE WAVE FOODS | ||||||||
| 6364 SOUTH VALLEY PIKE | MT CRAWFORD | VA | 22841 | 722218815 | FOOD PROCE | CO | C | 0 |
| YRC | ||||||||
| 100900 ROE VE | OVERLAND PARK | KS | 66211 | 340492670 | TRUCKING | KS | C | 0 |
| ALLIED SYSTEMS | ||||||||
| 2302 PARKLAKE DRIVE | ATLANTA | GA | 30345 | 581710028 | TRUCKING | GA | C | 0 |
| LEIGH VALLEY DAIRY | ||||||||
| 1433 OAKMONT DRIVE | HAGERSTOWN | MD | 21740 | 581710028 | TRUCKING | TX | C | 0 |
| PET DAIRY MULTI | ||||||||
| 14760 TRINITY BLVD | FORT WORTH | TX | 76155 | 043742039 | FOOD PROCE | TN | C | 0 |
| RIVER CITY LOGO | ||||||||
| 13501 EAST BOUNDARY RD | MIDLOTHIAN | VA | 23112 | 545019920 | CLOTHING | VA | C | 0 |
| PACKAGING CORPORATION OF AMERICA | ||||||||
| 930 PLEASANT VALLEY RD | HARRISONBURG | VA | 22801 | 364277050 | PACKAGING | VA | C | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|
| TJC NO 83 OF VA PENSION FUND | |
| Q | CASH |
| TJC NO 83 OF VA PENSION FUND | |
| R | CASH |
| TJC NO 83 OF VA PENSION FUND | |
| O | CASH |