2018-08-14T10:12:32-05:00 2017-10-31 621802605 DANIELS IRWIN & AYLOR 223 MADISON STREET SUITE 112 MADISON TN 371153660 990 2016-11-01 237153308 TENNESSEE VALLEY OPERATING ENGINEERS HEALTH FUND TENN 6158590131 PO BOX 1449 GOODLETTSVILLE TN 370701449 DAVID RHEA CHAIRMAN 6158590131 2018-08-01 DOUGLAS A IRWIN P01363756 6158686008 2018-08-14 2016 2022-09-23 18:48:47Z DAVID RHEA 8283258 false X X 1970 TN THE PROVISION OF BENEFITS TO PARTICIPANTS. 7 7 32 0 0 7295549 7122051 172501 95757 152752 413118 7620802 7630926 0 5669125 7064359 5447 11148 0 0 879912 861041 6554484 7936548 1066318 -305622 6858458 7016041 3859798 4323003 2998660 2693038 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 7 7 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 false false false SOUTHERN BENEFIT ADMINISTRATORS 2001 CALDWELL DR GOODLETTSVILLE TN 37072 ADMINISTRATION 286398 CIGNA 1111 MARKET ST CHATTTANOOGA TN 37402 PPO 261299 2 EMPLOYER CONTRIBUTIONS 6495688 6495688 EMPLOYEE CONTRIBUTIONS 626363 626363 7122051 98089 98089 650000 652332 -2332 -2332 -2332 STOP LOSS INS. REIMBURSEMENTS 185116 185116 FORMULARY REBATES 139619 139619 CLAIMS REFUNDS 68417 68417 19966 19966 413118 7630926 7535169 95757 7064359 11148 276000 11147 13200 271049 8348 18837 212191 TRANSITIONAL REINSURANCE 27201 FIDUCIARY LIABILITY INSUR 10082 BANK CHARGES 6141 PCORI FEE 4565 2280 7936548 0 0 0 517391 651252 671812 678688 13198 9287 5656057 5676814 6858458 7016041 3859798 4323003 3859798 4323003 X 2998660 2693038 2998660 2693038 6858458 7016041 -305622 X false true X true false X 7630926 7630926 7630926 7936548 7936548 7936548 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. PLAN MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF OCTOBER 31, 2017, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET). 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. IUOE JOB CORPS PROGRAM N/A false IUOE LOCAL UNION NO 369 N/A false IUOE LOCAL UNION NO 917 N/A false ALL CRANE RENTAL OF TN LLC N/A false false APPALACHIAN PIPELINE CONTRACTORS L N/A false false ATLAS INDUSTRIAL CONTRACTORS LLC N/A false false BECHTEL JACOBS LLC N/A false false C&I CONTRACTORS LLC N/A false false CBI SERVICES LLC N/A false false CNS Y-12 LLC N/A false false CJ MAHAN CONSTRUCTION LLC N/A false false ELLIOTT AMQUIP LLC N/A false false EMERALDA&H JV LLC N/A false false ESG CONSTRUCTION LLC N/A false false HEETER GEOTECHNICAL CONSTRUCTION L N/A false false LATA SHARP REMEDIATION LLC N/A false false MCT SERVICES LLC N/A false false M&W DRILLING LLC N/A false false MRL CONSTRUCTORS OF NY LTD N/A false false MAXIM CRANE WORKS LP N/A false false MID SOUTH PRESTRESS LLC N/A false false MORSEY CONSTRUCTORS LLC N/A false false OLDHAM CONSTRUCTION COMPANY LLC N/A false false PATTON-TULLY CONSTRUCTION LLC N/A false false PLATTIN CREEK EXCAVATING LLC N/A false false RSS ROOFING SERVICES AND SOLUTIONS N/A false false SOUTHERN STEEL CONSTRUCTION LLC N/A false false WILLIAMS PLANT SERVICES LLC N/A false false WRAP IT UP LLC N/A false false AW FARRELL & SON N/A false API GROUP N/A false ARS CONTRACTING N/A false AECOM N/A false AIRCO POWER SERVICES N/A false ANGELO IAFRATE CONSTRUCTION N/A false ARISTEO CONSTRUCTION N/A false ASPLUNDH CONSTRUCTION N/A false B&B STEEL ERECTION N/A false BAKER'S CONSTRUCTION SERVICES N/A false BARNARD CONSTRUCTION N/A false BARNHART CRANE & RIGGING N/A false BARTON MALOW N/A false BIGINCH FABRICATORS N/A false BIGGE CRANE & RIGGING N/A false BLAINE CONSTRUCTION N/A false BRAND SCAFFOLD N/A false BRIESER CONSTRUCTION N/A false BRISTOL ERECTORS N/A false BRANDENBURG INDUSTRIAL SERVICE COMP N/A false BROADWAY ELECTRIC SERVICE CORPORATI N/A false C&C MILLWRIGHT MAINTENANCE N/A false CTI & ASSOCIATES N/A false CHUGACH FEDERAL SOLUTIONS N/A false COMMERCIAL CONCRETE SYSTEMS N/A false CONTINENTAL CONSTRUCTION COMPANY N/A false DAY & ZIMMERMAN NPS N/A false DEMCO INCORPORATED N/A false DRILL TECH DRILLING & SHORING N/A false DUNCAN MACHINERY MOVERS N/A false EAST COAST METAL SYSTEMS N/A false EAST TN MECHANICAL CONTRACTORS N/A false EDGEWATER TECHNICAL ASSOCIATES N/A false ENERFAB N/A false FM SYLVAN N/A false FISHER CONTRACTING N/A false FRANK LILL & SON N/A false G UB MK CONSTRUCTORS N/A false GARNER CONSTRUCTION N/A false GARNEY COMPANIES N/A false GEM TECHNOLOGIES N/A false GENERAL STEEL CONTRACTORS N/A false GLENN E MITCHELL & COMPANY N/A false GROUP STEEL ERECTORS N/A false H&T ENTERPRISES N/A false HARRISON CONSTRUCTION COMPANY N/A false HAYES DRILLING N/A false HAYWARD BAKER N/A false HENKELS & MCCOY N/A false HENRY F TEICHMANN N/A false HICKS & INGLE N/A false HOLLAND CONTRACTORS N/A false INDUSTRIAL CONTRACTORS N/A false INDUSTRIAL CRANE SERVICE N/A false INTERNATIONAL INDUSTRIAL N/A false JAMES WILSON COMPANY N/A false JOHN E GREEN COMPANY N/A false JOHNSON CONTRACTORS N/A false KIEWIT POWER CONSTRUCTORS N/A false LAYNE CHRISTENSEN COMPANY N/A false L E MYERS COMPANY N/A false MARLEY COOLING TOWER N/A false MCABEE CONSTRUCTION N/A false MCCARTHY BUILDING COMPANIES N/A false MCKINNEY DRILLING COMPANY N/A false MID-STATE CONSTUCTION N/A false MORGAN CORPORATION N/A false NKC CONVEYOR INSTALLATION N/A false NATIONAL ENVIRONMENTAL CONTRACTING N/A false NICHOLSON CONSTRUCTION N/A false NORTH AMERICAN DISMANTLING N/A false NORTH WIND GROUP N/A false PALMER CONTRACTORS N/A false PERMA-FIX ENVIRONMENTAL SERVICES N/A false PERFORMANCE ABATEMENT N/A false PETTUS SERVICES N/A false PHILLIPS & JORDAN N/A false PIQUA STEEL COMPANY N/A false PLUMBING CONTRACTORS N/A false PRECISION STONE SETTING N/A false R&R ERECTORS N/A false RANASCENT N/A false RENTENBACH CONSTRUCTORS N/A false RICK'S CRANE SERVICE N/A false RICHARD GOETTLE N/A false ROGERS GROUP N/A false SBC INSTRUMENT & CONTROL N/A false SENTRY STEEL SERVICE COMPANY N/A false SEVENSON ENVIRONMENTAL SERVICE N/A false SIMCO CONSTRUCTION N/A false SOUTHERN DEVELOPMENT PARTNERS N/A false SOUTHERN MARINE CONSTRUCTION N/A false ST LOUIS BRIDGE COMPANY N/A false STERETT CONSTRUCTION N/A false STERLING BOILER & MECHANICAL N/A false STREET LEGAL INDUSTRIES N/A false SUBSURFACE CONTRACTORS N/A false TFE N/A false TENNESSEE ROOFING N/A false TENNESSEE VALLEY INDUSTRIAL N/A false THALLE CONSTRUCTION COMPANY N/A false THE BOLDT COMPANY N/A false THE HARPER COMPANY N/A false THUNDERBIRD STEEL ERECTORS N/A false TITAN STEEL ERECTORS N/A false TOMLIN CONSTRUCTION COMPANY N/A false TRANS-ASH N/A false TRI-STATE IRONWORKS N/A false UNIVERSAL WALL SYSTEMS N/A false VOLUNTEER PAVING & CONCRETE N/A false WASHINGTON GROUP INTERNATIONAL N/A false WATER CONTROL ROOFING N/A false WHITAKER CONSTRUCTION N/A false false false false false false false false false false false false false false false false false false false false