2019-08-13T16:14:22-05:00 2018-10-31 621802605 DANIELS IRWIN & AYLOR 223 MADISON STREET SUITE 112 MADISON TN 371153660 990 2017-11-01 237153308 TENNESSEE VALLEY OPERATING ENGINEERS HEALTH FUND TENN 6158590131 PO BOX 1449 GOODLETTSVILLE TN 370701449 DAVID RHEA CHAIRMAN 6158590131 2019-07-11 DOUGLAS A IRWIN P01363756 6158686008 2019-08-13 75.145.51.185 2019-08-13 16:14:22 CD P 7A6D830F47657814617409655E53BB0C40C92621 FC1DB2D7C2A4C4D935F07B7B3EA02570F54DA193 2017 2019-02-21 02:37:17Z DAVID RHEA 8368712 false X X 1970 TN THE PROVISION OF BENEFITS TO PARTICIPANTS. 9 9 32 0 0 7122051 7865550 95757 -1051 413118 248431 7630926 8112930 0 7064359 7456627 11148 10459 0 0 861041 838348 7936548 8305434 -305622 -192504 7016041 7077851 4323003 4577317 2693038 2500534 THE PROVISION OF BENEFITS TO 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 805 0 true 32 true false false false false false false X 9 9 true 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 DAVID RHEA CHAIRMAN 2.00 X 0 0 0 MELVIN J SCHUSTER JR SECRETARY 2.00 X 0 0 0 JOHN D TAYLOR TRUSTEE 2.00 X 0 0 0 KEITH HOPPER TRUSTEE 2.00 X 0 0 0 TOMMY H SLATON TRUSTEE 2.00 X 0 0 0 DUSTIN R COLE TRUSTEE 2.00 X 0 0 0 JOE HINELY TRUSTEE 2.00 X 0 0 0 JESSE CONNOLLY TRUSTEE 2.00 X 0 0 0 BILL VAUGHN TRUSTEE 2.00 X 0 0 0 false false false SOUTHERN BENEFIT ADMINISTRATORS 2001 CALDWELL DR GOODLETTSVILLE TN 37072 ADMINISTRATION 289750 CIGNA 1111 MARKET ST CHATTTANOOGA TN 37402 PPO 261111 2 EMPLOYER CONTRIBUTIONS 7300308 7300308 EMPLOYEE CONTRIBUTIONS 565242 565242 7865550 4731 4731 250000 255782 -5782 -5782 -5782 FORMULARY REBATES 183012 183012 CLAIMS REFUNDS 38406 38406 SUBROGATION REFUNDS 23602 23602 3411 3411 248431 8112930 8113981 -1051 7456627 7456627 10459 10459 264000 264000 19802 19802 13500 13500 286861 261111 25750 10290 10290 6289 6289 210278 210278 FIDUCIARY LIABILITY INSUR 10077 10077 BANK CHARGES 7397 7397 PCORI FEE 4739 4739 MEDICARE PART D EXPENSES 2364 2364 2751 664 2087 8305434 7946242 359192 0 651252 535689 678688 807072 9287 9327 5676814 5725763 7016041 7077851 4323003 4577317 4323003 4577317 X 2693038 2500534 2693038 2500534 7016041 7077851 -192504 X false true X true false X 8112930 8112930 8112930 8305434 8305434 8305434 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 2 OPERATING ENGINEERS LOCAL 917 OPERATING ENGINEERS LOCAL 917 CHAIRMAN TRUSTEE WORK FOR SAME LOCAL. OPERATING ENGINEERS LOCAL 917 OPERATING ENGINEERS LOCAL 917 CHAIRMAN TRUSTEE WORK FOR SAME LOCAL. OPERATING ENGINEERS LOCAL 917 OPERATING ENGINEERS LOCAL 917 TRUSTEE TRUSTEE WORK FOR SAME LOCAL. FORM 990, PAGE 6, PART VI, LINE 3 SOUTHERN BENEFIT ADMINISTRATORS, INC. FORM 990, PAGE 6, PART VI, LINE 7A THE EMPLOYER TRUSTEES ARE APPOINTED TO THE BOARD BY THE EMPLOYERS ASSOCIATION AND THE UNION TRUSTEES ARE APPOINTED BY THE UNION. 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 INCLUDE REFERENCE TO DOCUMENTS BEING AVAILABLE UPON REQUEST. 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