2025-10-13T19:25:30-04:00 2024-12-31 621802605 DANIELS IRWIN & AYLOR 223 MADISON STREET SUITE 112 MADISON TN 371153660 990 2024-01-01 237040784 PLUMBERS & STEAMFITTERS LOCAL 150 HEALTH AND WELFARE FUND PLUM 6158590131 PO BOX 1449 GOODLETTSVILLE TN 370701449 ROBERT G MOODY CHAIRMAN 6158590131 2025-09-26 true false DOUGLAS A IRWIN P01363756 6158686008 2025-10-13 2024 2025-03-06 01:10:19Z ROBERT G MOODY 10144232 false X X 1968 GA THE PROVISION OF BENEFITS TO PARTICIPANTS. 6 6 0 0 0 8624251 9084421 80319 126166 114802 139564 8819372 9350151 0 9036182 8143900 0 0 0 255570 664644 9291752 8808544 -472380 541607 3823797 4365714 53600 53910 3770197 4311804 THE PROVISION OF BENEFITS TO PARTICIPANTS. false false THE PROVISION OF HEALTH, DENTAL, VISION, TEMPORARY DISABILITY, AND LIFE INSURANCE BENEFITS TO 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 4 0 false 0 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 X SOUTHERN BENEFIT ADMINISTRATORS INC 6158590131 2001 CALDWELL LANE GOODLETTSVILLE TN 37072 X JOHN BECKHAM TRUSTEE 2.00 X 0 0 0 TIM JAMES TRUSTEE 2.00 X 0 0 0 PAUL LOOPER TRUSTEE 2.00 X 0 0 0 ROBERT G MOODY CHAIRMAN 2.00 X X 0 0 0 ELLIOTT ROSS SMITH SECRETARY 2.00 X X 0 0 0 BILL WRIGHT TRUSTEE 2.00 X 0 0 0 false false false SOUTHERN BENEFIT ADMINISTRATORS PO BOX 1449 GOODLETTSVILLE TN 37070 THIRD PARTY ADM 148800 1 EMPLOYER CONTRIBUTIONS 8648769 8648769 EMPLOYEE CONTRIBUTIONS 435652 435652 9084421 126347 126347 793900 794081 -181 -181 -181 FORMULARY REBATES 97830 97830 UNREALIZED GAINS (LOSSES) 20823 20823 MEDICARE RETIREE DRUG SUBSIDY 19854 19854 1057 1057 139564 9350151 9350332 -181 8143900 138000 30982 15250 452149 3613 4524 6627 BANK CHARGES 5507 CREDIT CARD FEES 4539 SECRETARIAL SERVICES 1800 U.A. RECIPROCIRY PROGRAM 1080 573 8808544 0 0 0 406622 505935 1044220 1648206 1354778 1316000 2971 17589 1015206 877984 3823797 4365714 53600 53910 53600 53910 X 3770197 4311804 3770197 4311804 3823797 4365714 541607 X false true X true false X 9350151 9350151 9350151 8808544 8808544 8808544 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 PLUMBERS LOCAL NO. 150 PLUMBERS LOCAL NO. 150 SECRETARY TRUSTEE WORK FOR SAME LOCAL. PLUMBERS LOCAL NO. 150 PLUMBERS LOCAL NO. 150 SECRETARY TRUSTEE WORK FOR SAME LOCAL. PLUMBERS LOCAL NO. 150 PLUMBERS LOCAL NO. 150 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 BOARTD 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. PLUMBERS & STEAMFITTERS LOCAL 150 N/A false CAPITAL ENERGY GROUP N/A false false COPPER SERVICES OF AUGUSTA N/A false false ENERGY SOLUTIONS N/A false false MCT SERVICES N/A false false MAXAIR MECHANICAL N/A false false PCI ENERGY SERVICES N/A false false PROFESSIONAL CONSTRUCTION SERVICES N/A false false SAVANNAH RIVER NUCLEAR SOLUTIONS N/A false false SAVANNAH RIVER REMEDIATION N/A false false SFC CONTRACT SERVICES OF GEORGIA N/A false false 360 INDUSTRIAL SERVICES N/A false A&A CONSTRUCTION SERVICES N/A false AZCO N/A false AECON TECHNICAL SERVICES N/A false ATLANTIC PLANT MAINTENANCE N/A false CONTINENTAL FIELD SYSTEMS N/A false CONTRACT MANAGEMENT N/A false CR MEYER & SONS N/A false DAY & ZIMMERMANN N/A false KIEWIT POWER CONSTRUCTORS N/A false KINETICS SYSTEMS N/A false MANN MECHANICAL N/A false MORGAN PROCESS & MECHANICAL N/A false WALDROP MECHANICAL SERVICES N/A false WATERS MECHANICAL N/A false false false false false false false false false false false false false false false false false false false false