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SOUTHEASTERN CARP & MW HEALTH PLAN: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
SOUTHEASTERN CARP & MW HEALTH PLAN (EIN 58-6066597)
Tax period
2018-04-01 to 2019-03-31
Filed
2020-01-14
IRS object ID
202040149349301459
Schema version
2018v3.2
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

FieldValueIRS element (for citing)
Return2020-01-14T16:15:24-06:00ReturnTs
Tax Period End2019-03-31TaxPeriodEndDt

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 Begin2018-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN586066597EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOUTHEASTERN CARP & MW HEALTH PLANBusinessNameLine1Txt
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
Signature2019-10-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOUGLAS A IRWINPreparerPersonNm
PTINP01363756PTIN
Phone6158686008PhoneNum
Preparation2020-01-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address75.145.51.185IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-01-14IPDt
IP Tm16:15:24IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdFC1DB2D7C2A4C4D935F07B7B3EA02570F54DA193AtSubmissionCreationDeviceId
At Submission Filing Device IdC0D75F29C6C625235E48E448B155F49833ED8073AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJ KIRK MALONEPrincipalOfficerNm
Gross Receipts$34,577,397GrossReceiptsAmt
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 Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee87TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$21,500,916PYProgramServiceRevenueAmt
CY Program Service Revenue$24,718,249CYProgramServiceRevenueAmt
PY Investment Income$337,703PYInvestmentIncomeAmt
CY Investment Income$671,391CYInvestmentIncomeAmt
PY Other Revenue$891,919PYOtherRevenueAmt
CY Other Revenue$867,357CYOtherRevenueAmt
PY Total Revenue$22,730,538PYTotalRevenueAmt
CY Total Revenue$26,256,997CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$17,513,678PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$18,702,917CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$21,619PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$22,010CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,186,471PYOtherExpensesAmt
CY Other Expenses$2,042,109CYOtherExpensesAmt
PY Total Expenses$19,721,768PYTotalExpensesAmt
CY Total Expenses$20,767,036CYTotalExpensesAmt
PY Revenues Less Expenses$3,008,770PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$5,489,961CYRevenuesLessExpensesAmt
Total Assets BOY$19,578,948TotalAssetsBOYAmt
Total Assets EOY$25,129,718TotalAssetsEOYAmt
Total Liabilities BOY$436,656TotalLiabilitiesBOYAmt
Total Liabilities EOY$497,465TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$19,142,292NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$24,632,253NetAssetsOrFundBalancesEOYAmt
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
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
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 With Officer EntfalseBusinessRlnWithOfficerEntInd
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 Document487IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee87EmployeeCnt
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 Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
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 (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
J KIRK MALONE
CHAIRMAN2.00Yes (X)$0$0$0
THOMAS H JENKINS
SECRETARY2.00Yes (X)$0$0$0
MICHAEL C HAMILTON
TRUSTEE2.00Yes (X)$0$0$0
LARRY PHILLIPS
TRUSTEE2.00Yes (X)$0$0$0
ROBERT MOODY
TRUSTEE2.00Yes (X)$0$0$0
DAVID W TANKERSLEY
TRUSTEE2.00Yes (X)$0$0$0
DAN MORRIS
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$823,919
SOUTHERN BENEFIT ADMINISTRATORS
PO BOX 1449GOODLETTSVILLETN370701449ADMIN.$573,152
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS$24,558,263$24,558,263
EMPLOYEE CONTRIBUTIONS$159,986$159,986
FieldValueIRS element (for citing)
Total Program Service Revenue$24,718,249TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$709,973TotalRevenueColumnAmt
Exclusion$709,973ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$8,281,818SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$8,320,400SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$38,582SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$38,582TotalRevenueColumnAmt
Exclusion-$38,582ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
STOP LOSS REIMBURSEMENTS$420,111$420,111
FORMULARY REBATES$354,346$354,346
SUBROGATION REFUNDS$69,718$69,718

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,182TotalRevenueColumnAmt
Related Or Exempt Func Income$23,182RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$867,357OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$26,256,997TotalRevenueColumnAmt
Related Or Exempt Func Income$25,585,606RelatedOrExemptFuncIncomeAmt
Exclusion$671,391ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$18,702,917TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$22,010TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$552,000TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$28,550TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$25,900TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$45,277TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$871,706TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$14,234TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$426,117TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
PRINTING AND MAILING EXPE$52,441
PCORI FEE$12,622
FIDUCIARY LIABILITY INSUR$8,990
BANK CHARGES$3,255

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,017TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$20,767,036TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,811,026BOYAmt
EOY$2,249,007EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$37,315BOYAmt
EOY$86,905EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,710,187BOYAmt
EOY$3,761,373EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,950BOYAmt
EOY$10,129EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$15,018,470BOYAmt
EOY$19,022,304EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$19,578,948BOYAmt
EOY$25,129,718EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$436,656BOYAmt
EOY$497,465EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$436,656BOYAmt
EOY$497,465EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$19,142,292BOYAmt
EOY$24,632,253EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,142,292BOYAmt
EOY$24,632,253EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,578,948BOYAmt
EOY$25,129,718EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$5,489,961ReconcilationRevenueExpnssAmt
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$26,256,997TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$26,256,997RevenueSubtotalAmt
Total Revenue Per Form990$26,256,997TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$20,767,036TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$20,767,036ExpensesSubtotalAmt
Total Expenses Per Form990$20,767,036TotalExpensesPerForm990Amt

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 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.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 (6 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

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (23 entries)

Direct Controlling NADirectControllingNACdDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
ATACCON LLC
N/Afalsefalse
ADVANTAGE INDUSTRIAL SYSTEMS LLC
N/Afalsefalse
THE BERG GROUP LLC
N/Afalsefalse
CB&I PROJECT SERVICES GROUP LLC
N/Afalsefalse
COMPOSITE COOLING SOLUTIONS LP
N/Afalsefalse
DANNY'S DRYWALL AND CONSTRUCTION L
N/Afalsefalse
ETHOSENERGY LLC
N/Afalsefalse
HUMPHRIES AND COMPANY LLC
N/Afalsefalse
ICON INDUSTRIAL SERVICES LLC
N/Afalsefalse
MCT SERVICES LLC
N/Afalsefalse
NATIONAL STEEL CITY LLC
N/Afalsefalse
ODOM CONSTRUCTION SYSTEMS LLC
N/Afalsefalse
PCI ENERGY SERVICES LLC
N/Afalsefalse
POWER PLANT FIELD SERVICES LLC
N/Afalsefalse
SAVANNAH RIVER NUCLEAR SOLUTIONS L
N/Afalsefalse
SAVANNAH RIVER REMEDIATION LLC
N/Afalsefalse
THE KING'S CARPENTERS LLC
N/Afalsefalse
TOPS FIELD SERVICES 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 (121 entries)

Direct Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
ACTION ELECTRIC
N/Afalse
AIRCO INDUSTRIAL SERVICES
N/Afalse
ALL ELECTRIC COMPANY
N/Afalse
ALLEN & GRAHAM
N/Afalse
ANNING-JOHNSON
N/Afalse
ASHTON & COMPANY
N/Afalse
ATLANTIC PARKING LOT MAINTENANCE
N/Afalse
ATLANTIC PLANT MAINTENANCE
N/Afalse
AUGUSTA AMERICAN BUILDING COMPANY
N/Afalse
AUTOMATIC SYSTEMS
N/Afalse
BHI ENERGY SPECIALTY SERVICE
N/Afalse
BSE INDUSTRIAL CONTRACTORS
N/Afalse
BAGGETT CONSTRUCTION
N/Afalse
BERKEL AND COMPANY CONTRACTORS
N/Afalse
BLATTNER ENERGY
N/Afalse
BOWEN ENGINEERING
N/Afalse
BOYKIN ERECTORS
N/Afalse
BRAND ENERGY & INFRASTRUCTURE SERVI
N/Afalse
BRUNSWICK BOWLING
N/Afalse
CA MURREN & SONS
N/Afalse
CR MEYER
N/Afalse
CARPET CREATIONS
N/Afalse
CARTER MECHANICAL
N/Afalse
CECIL MALONE CONSTRUCTION COMPANY
N/Afalse
CENTRAL CONVEYOR COMPANY
N/Afalse
CENTRAL ELECTRICAL SYSTEMS
N/Afalse
CLEVELAND ELECTRIC
N/Afalse
COMMONWEALTH CONSTRUCTORS
N/Afalse
CONTRACT MANAGEMENT
N/Afalse
CORK-HOWARD CONSTRUCTION COMPANY
N/Afalse
CREEK CONSTRUCTION OF GEORGIA
N/Afalse
CRESCENT MECHANICAL SYSTEMS
N/Afalse
D2 SQUARED INDUSTRIAL SERVICES
N/Afalse
DN TANKS
N/Afalse
DPS EVANS
N/Afalse
DAVE OSBORNE CONSTRUCTION CONTRACTI
N/Afalse
DAYBREAK INSULATION
N/Afalse
DAY & ZIMMERMAN NPS
N/Afalse
DOOR & HARDWARE INSTALLATION OF IND
N/Afalse
DUNCAN MACHINERY MOVERS
N/Afalse
DURR SYSTEMS
N/Afalse
EPIC INTERIORS
N/Afalse
EVANS GRADING
N/Afalse
FA WILHELM CONSTRUCTION COMPANY
N/Afalse
FABCO INDUSTRIAL SERVICES
N/Afalse
FLUOR
N/Afalse
GENESYS
N/Afalse
GES EXPOSITION SERVICES
N/Afalse
GARNEY COMPANIES
N/Afalse
GILLAM & ASSOCIATES
N/Afalse
GOEBEL FIXTURE COMPANY
N/Afalse
GRADE SOUTH
N/Afalse
HAMON CUSTODIS
N/Afalse
HAYES MECHANICAL
N/Afalse
HAYWARD BAKER
N/Afalse
HERITAGE INDUSTRIAL CONTRACTING
N/Afalse
HEWITT INDUSTRIAL CONTRACTORS
N/Afalse
HOELSCHER INTERIORS
N/Afalse
HYDRATIGHT
N/Afalse
IPC LYDON
N/Afalse
INTERIOR INSTALLATIONS
N/Afalse
J C PENNEY
N/Afalse
JM WILKERSON CONSTRUCTION
N/Afalse
KCI TECHNOLOGIES
N/Afalse
MA MORTENSON COMPANY
N/Afalse
MCT SERVICES
N/Afalse
MOH COMPANY
N/Afalse
MRL CONSTRUCTORS OF NEW YORK
N/Afalse
MACALJON
N/Afalse
MACLEAN-RIGGINS
N/Afalse
MASTER MILLWORK
N/Afalse
MCABEE CONSTRUCTION
N/Afalse
MILTON J WOOD COMPANY
N/Afalse
MORGAN MECHANICAL
N/Afalse
MULLIS CONTRACTING
N/Afalse
NEWELL MACHINERY
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
PISTOL'S INDUSTRIAL SERVICES
N/Afalse
PLATINUM SCAFFOLDING SERVICES
N/Afalse
PLAYER AND COMPANY
N/Afalse
POPHAM MECHANICAL CONTRACTORS
N/Afalse
PRECISION COOLING TOWERS
N/Afalse
RICHARD GOETTLE INC
N/Afalse
RICHMOND COUNTY CONSTRUCTORS
N/Afalse
SCHNABEL FOUNDATION COMPANY
N/Afalse
SEITHER & CHERRY QUAD CITIES
N/Afalse
SIEMENS GENERATION SERVICES COMPANY
N/Afalse
SILMAN CONSTRUCTION
N/Afalse
SKILLED ENERGY FORCES
N/Afalse
SPECIALTY MECHANICAL SERVICES
N/Afalse
STANDARD PRIME CONTRACTORS
N/Afalse
STEPHEN BAILEY CONTRACTOR SERVICES
N/Afalse
STEVE AYERS CONSTRUCTION
N/Afalse
STOKES MASONRY
N/Afalse
STRATTON TRANSPORT & CONTRACTING
N/Afalse
STRUCTOR GROUP
N/Afalse
SUPERIOR RIGGING & ERECTING COMPANY
N/Afalse
TAB STOREFORCE
N/Afalse
THE BECK GROUP
N/Afalse
THE BOLDT COMPANY
N/Afalse
THE JON SMITH GROUP
N/Afalse
THE MECHANICAL SHOP
N/Afalse
THE SELINSKY FORCE
N/Afalse
THOMPSON CONSTRUCTION GROUP
N/Afalse
TOWER EVENTS & SEATING SERVICES
N/Afalse
UMD AUTOMATED SYSTEMS
N/Afalse
UNION TEMPORARY SERVICES
N/Afalse
UNISTRUT CONSTRUCTION
N/Afalse
UNIVERSAL PLANT SERVICES
N/Afalse
VOITH HYDRO
N/Afalse
WW GAY MECHANICAL CONTRACTOR
N/Afalse
WENGER CORPORATION
N/Afalse
WELCH TARKINGTON
N/Afalse
WESTERN INDUSTRIAL CONTRACTORS
N/Afalse
WOLF & COMPANY EXPOSITION SOLUTIONS
N/Afalse
WOODS CONSTRUCTION
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