STRATEGY STUDIO / PUBLIC DATA EXPLORER

TEAMSTERS HEALTH & WELFARE FUND OF PHILADELPHIA & VICINITY: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
TEAMSTERS HEALTH & WELFARE FUND OF PHILADELPHIA & VICINITY (EIN 23-1392600)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-09
IRS object ID
201613149349301761
Schema version
2015v2.1
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)
Return2016-11-09T12:21:52-07:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN231392600EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TEAMSTERS HEALTH & WELFARE FUND OF PHILA & VICBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTEAMBusinessNameControlTxt
Phone8563822400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16981 North Park Drive Suite 400AddressLine1Txt
CityPennsaukenCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08109ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM J EINHORNPersonNm
Person TitleTrusteePersonTitleTxt
Phone8563822400PhoneNum
Signature2016-11-09SignatureDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWilliam J EinhornPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16891 North Park Drive Suite 400AddressLine1Txt
CityPennsaukenCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08109ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$138,411,538GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website Addresswww.teamsterfunds.comWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1951FormationYr
Legal Domicile StateNJLegalDomicileStateCd
Activity Or MissionFunding Arrangement for multi-employer Welfare PlanActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$106,388,870PYProgramServiceRevenueAmt
CY Program Service Revenue$112,904,567CYProgramServiceRevenueAmt
PY Investment Income$8,663,314PYInvestmentIncomeAmt
CY Investment Income$5,061,303CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$115,052,184PYTotalRevenueAmt
CY Total Revenue$117,965,870CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$103,485,251PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$108,328,854CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$9,600PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$9,600CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$7,999,103PYOtherExpensesAmt
CY Other Expenses$7,825,423CYOtherExpensesAmt
PY Total Expenses$111,493,954PYTotalExpensesAmt
CY Total Expenses$116,163,877CYTotalExpensesAmt
PY Revenues Less Expenses$3,558,230PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,801,993CYRevenuesLessExpensesAmt
Total Assets BOY$85,517,161TotalAssetsBOYAmt
Total Assets EOY$81,003,386TotalAssetsEOYAmt
Total Liabilities BOY$2,302,896TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,676,969TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$83,214,265NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$79,326,417NetAssetsOrFundBalancesEOYAmt
MissionFunding arrangement for multi-employer Welfare PlanMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTo provide funded medical benefits, including vision, dental, outpatient services, hospitalization, weekly disability, death, surgery, major medical, prescription drugs and managed care to plan participants and their eligible dependents and beneficiaries.Desc
Total Other Prog Srvc Expense$0TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$0TotalProgramServiceExpensesAmt
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (1)BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document870IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonWilliam J EinhornPersonNm
Phone8563822400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16981 North Park Drive Suite 400AddressLine1Txt
CityPennsaukenCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08109ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
Kenneth Leedy
Employer Trustee139Yes (X)$9,600$0$0
Bob Schaeffer
Employer Trustee139Yes (X)$0$0$0
Tom Ventura
Employer Trustee139Yes (X)$0$0$0
William Hamilton
Union Trustee139Yes (X)$0$136,183$0
Howard Wells
Union Trustee139Yes (X)$0$142,160$0
Robert Bryan Jr
Union Trustee139Yes (X)$0$103,953$0
William J Einhorn
Administrator2025$0$0$0Yes (X)
Adam H Garner
Administrator2025$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$9,600TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$382,296TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Administrative Service Professionals Inc
6981 North Park DrivePennsaukenNJ08109Administrative Services$2,912,000
Horizon Healthcare
3 Penn PlazaNewarkNJ07105Claims Administrator$1,571,695
Aetna Inc
151 Farmington AvenueHartfordCT06156Claims Administrator$930,600
Healthcare Strategies Inc
PO Box 37039BaltimoreMD21297Case Management$508,185
Total Care Networks
1341 N Delaware AvenuePhiladelphiaPA19125Claims Administrator$271,182
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K6CntrctRcvdGreaterThan100KCnt
Total Contributions$0TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Employer Contributions525100$111,705,277$111,705,277$0$0
Cobra525100$1,199,290$1,199,290$0$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$112,904,567TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,622,836TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,622,836ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$23,884,135SecuritiesAmt
Other$0OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$20,445,668SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,438,467SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,438,467TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,438,467ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$117,965,870TotalRevenueColumnAmt
Related Or Exempt Func Income$112,904,567RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$5,061,303ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$108,328,854TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$9,600TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$106,488TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$61,850TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$161,267TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$6,491,171TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$114,887TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$38,994TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$13,300TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,313TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescACA Excise FeesDesc
Total$832,153TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$116,163,877TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XYes (X)InfoInScheduleOPartXInd

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,513,225BOYAmt
EOY$2,930,442EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,538,437BOYAmt
EOY$8,438,442EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,521BOYAmt
EOY$2,473EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$73,144,244BOYAmt
EOY$68,323,048EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,318,734BOYAmt
EOY$1,308,981EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$85,517,161BOYAmt
EOY$81,003,386EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,450,273BOYAmt
EOY$1,083,410EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$852,623BOYAmt
EOY$593,559EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,302,896BOYAmt
EOY$1,676,969EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$83,214,265BOYAmt
EOY$79,326,417EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$83,214,265BOYAmt
EOY$79,326,417EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$85,517,161BOYAmt
EOY$81,003,386EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,801,993ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$5,689,841NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Liability$0TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$112,114,762TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$5,689,841NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants$0RecoveriesPriorYearGrantsAmt
Other Revenue$0OtherRevenueAmt
Revenue Not Reported-$5,689,841RevenueNotReportedAmt
Revenue Subtotal$117,804,603RevenueSubtotalAmt
Investment Expenses Not Incld$161,267InvestmentExpensesNotIncldAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$161,267RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$117,965,870TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$116,002,610TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$0DonatedServicesUseFcltsAmt
Prior Year Adjustments$0PriorYearAdjustmentsAmt
Losses Reported$0LossesReportedAmt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$116,002,610ExpensesSubtotalAmt
Investment Expenses Not Incld2$161,267InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$161,267ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$116,163,877TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule D, Part X, Line 2FormAndLineReferenceDesc
ExplanationAccounting principles generally accepted in the United States of America require management to evaluate tax positions taken and recognize a tax liability if the Fund has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Management has analyzed the tax positions taken by the Fund, and has concluded that as of December 31, 2015, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits in progress for any tax period.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Administrative Service Professionals IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionSee Part VRelationshipDescriptionTxt
Transaction$2,912,000TransactionAmt
Transactionadministrative servicesTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule L, Part IVFormAndLineReferenceDesc
ExplanationHoward Wells and Bob Schaeffer are trustees of the Teamsters Health & Welfare Fund as well as directors of the Administrative Service Professionals Inc. In addition, William J. Einhorn was the Administrator of the Teamsters Health & Welfare Fund and also served as the president of the Administrative Service Professionals Inc. thru August 31, 2015. Adam H. Garner is the Administrator of the Teamsters Health & Welfare Fund and also serves as the president of the Administrative Service Professionals Inc. effective September 1, 2015.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, Line 7aUnion designated trustees are elected by majority vote by the principal officers of the seven locals that originally founded the Fund. Employer designated trustees are appointed by the Transport Employers Association, an association having as it's members individual employers who have collective bargaining relationships with the Fund's participating local unions.
Form 990, Part VI, Section B, Line 11bAfter completion, the Administrator reviews Form 990 before forwarding it to our independent auditors for their review. Once back, it is reviewed by the Fund's Trustees before it is signed.
Form 990, Part VI, Section C, Line 19Upon receipt of written request to the Fund Administrator, documents, policies, and financial statements are forwarded to the requestor. Financial Statements are also available on the website.
Form 990, Part X, Line 11Mutual Funds 68,323,048 FMV

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (13 entries)

Business Name Line2DisregardedEntityName/BusinessNameLine2TxtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
BOARD OF TRUSTEES OF TEAMSTERS
PENSION TRUST FUND6891 N Park DrivePennsaukenNJ08109231511735Sponser of Defined Ben PlanNJ401a0
TEAMSTERS JOINT COUNCIL #53
TEAMSTERS LOCAL 107
TEAMSTERS LOCAL 312
TEAMSTERS LOCAL 326
TEAMSTERS LOCAL 331
TEAMSTERS LOCAL 384
TEAMSTERS LOCAL 463
TEAMSTERS LOCAL 500
TEAMSTERS LOCAL 623
TEAMSTERS LOCAL 628
TEAMSTERS LOCAL 676
TEAMSTERS LOCAL 929

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (353 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
ADMINISTRATIVE SERVICE PROFESSIONALS
6981 N PARK DRIVEPENNSAUKENNJ08109204056745ADMINISTRATIVENJC$3,730,739$79,4850.720
A P CONSTRUCTION CO
A PENZA INC
ACES LLC
AE STONE INC
AP CONSTRUCTION INC
AVASSALLO INC
ABC CONSTRUCTION CO INC
ABF FREIGHT SYSTEM INC
ACCORDIAN FILMS LLC
ACE MOTORS INC
ACME MARKETS INC
ACRA SERVICES INC
ACTION SUPPLY CO INC
ADVANCE TRANSPORTATION INC
AERO FILMS PRODUCTIONS
AGB TRUCKING LLC
AIRGAS EAST INC
AL KLIESH TRUCKING LLC
ALAN MC ILVAIN COMPANY
ALLEGHENY IRON & METAL CO
ALLIED BEVERAGE GROUP LLC
ALLIED ROOFERS SUPPLY-PHILA
AMOROSO BAKING COMPANY
APG INTERNATIONAL INC
APPLESACK TRUCKING INC
ARAMARK UNIFORM SERVICES
ARROW LEASING & SANITARY SER
ARTHUR R HENRY INC
ASP PERSONNEL SERVICES INC
ASSOCIATED PIPE LINE CONTR
ATLANTIC EXPOSITION SERVICES
AUDUBON MUTUAL HOUSING CORP
AUNT KITTY'S FOODS INC
BRS PRODUCE CO
BALFORD FARMS
BANTIVOGLIO METALS INC
BARLOW CHEVROLET INC
BARRETT ASPHALT CORPORATION
BASF CONSTRUCTION CHEMICALS
BELLA TRUCKING CORP
BENSALEM PARK MAINTENANCE
BILLY BOY TRUCKING INC
BOARDWALK BELLE INC
BRANDENBURG INDUSTRIAL SERV
BRANDYWINE CONSTRUCTION CO
BRIDGE STREET FILMS - LOTTO
BRIGHTLINE EQUIPMENT RENTALS
BUCKLEY & COMPANY INC
C ABBONIZIO CONTRACTORS
CW DUNNET & CO
CAMDEN IRON & METAL INC
CARNEYS PT TWSP SEWERAGE AUT
CARUSONE CONSTRUCTION INC
CASE PAPER COMPANY INC
CBI SERVICES INC
CEMENT MASONS LU#592
CHARLES JACQUIN
CHARLES RITTER INC
CHELSEA PICTURES
CLASSIC CARS NISSAN INC
CLEAR SOUND INC
CLOVER FARMS DAIRY
CMS PRODUCTIONS
COLLABORATION FACTORY
COLLECTIVE USA
COLLOTTI & SONS INC
COLONIAL PRODUCE LLC
COMMERCE CONSTRUCTION
COMMONWEALTH ASSOCIATION
CONGOLEUM CORP KOGUT
COONEY BROTHERS INC
COOSEMAN'S PHILADELPHIA INC
CORNELL & COMPANY INC
COURIER POST
CPC MEDICAL PRODUCTS LLC
CRANETOWN MEDIA LLC
CREED PRODUCTIONS LLC
CROWLEY TRUCKING INC
DANELLA LINE SERVICES INC
D'ANGELO BROS INC
DARLING INTERNATIONAL INC
DAVID M CAMPBELL INC
DAY & ZIMMERMAN NPS
DB TRUCKING INC
DE PAUL CONCRETE CO
DELAWARE SHIP SUPPLY CO
DELAWARE VALLEY STEEL
DEPENDABLE DISTRIBUTION SER
DETOUR FILMS
DEVAULT GROUP INC
DHL EXPRESS (USA) INC
DIETZ & WATSON MEAT CO
DIOCESE OF CAMDEN CEMETERIES
DIVERSIFIED SERVICE CONTR
DOUGHTY PROPERTIES LLC
DOWNS BROTHERS HAULING INC
DRISCOLL CONSTRUCTION CO INC
DUMP UR LOAD EXPRESS INC
E W KEAN CO INC
EJ BRENEMAN LP
EDGAR M HERR INC
ELLIOTT LEWIS CONV (MAINT)
ESM PRODUCTIONS INC
EUROMAX INTERNATIONAL BERGER
F C HAAB CO INC
FERGUSON ENTERPRISES INC
FESSENDEN HALL INC
FIRST PHILA LABOR SERVICES
FIZZANO BROTHERS CONCRETE
FLUOR CONSTRUCTORS INT'L INC
FORREST THEATRE
FOUNDATION STRUCTURES INC
FREEMAN DECORATING COMPANY
FRESH EXPRESS-PLANT
FRONT STREET REFRIGERATED-NJ
G & G PRODUCE INC
GABE'S CONSTRUCTION CO INC
GARTNER
GENERAL ASPHALT PAVING CO
GENERAL EXPOSITION SERVICES
GEORGE L WELLS MEAT COMPANY
GEORGE YOUNG COMPANY
GEPPERT BROTHERS INC
GES-GLOBAL EXP SPECIALISTS
GLASGOW INC
GLOUCESTER TERMINALS LLC
GOURMET BAKERY DISTRIBUTORS
GRAEBEL ACQUISITION LLC
GRAYBAR ELECTRIC COMPANY INC
GREGGO AND FERRARA INC
GROCERY HAULERS INC NORRIS
GROUND PENETRATION & RESTOR
GROVE SUPPLY INC
H T SWEENEY & SON INC
HAINES & KIBBLEHOUSE INC
HAKE RIGGING - DIV OF BARNHA
HAMADA INC
HARGROVE INC
HATZEL & BUEHLER INC
HEAVY EQUIPMENT RENTALS INC
HEITKAMP INC
HENKELS & MC COY INC
HERMAN GOLDNER CO INC
HP HOOD LLC
HUDSON NEWS DISTRIBUTORS LLC
HUNTER BROTHERS INC
IACONELLI CONTRACTING INC
INNOVATIVE RECOVERY PRODUCTS
INTERSTATE MEDIA (TERM-FAM)
J AMBROGI FOODS
J D M MATERIALS CO INC
J FLETCHER CREAMER & SON
J J WHITE INC
JDM MATERIALS COMPANY
JG NASCON INC
JJ MALONEY CO INC
JACK COOPER TRANSPORT CO INC
JACKSON INSTALLATION COMPANY
JAMES D MORRISSEY INC
JAMES J ANDERSON CO IN
JDM MATERIALS INC
JERSEY CONSTRUCTION INC
JESSE PITT COMPANY
JMJS COMPANY LLC
JOHN CURRY INC
JOHN J DOUGHERTY & SON INC
JOHN VENA INC
JONASZ PRECAST INC
JONES MOTOR - ALLEGHENY DIV
JOSEPH JINGOLI & SON INC
JPC GROUP INC
JUPITER PCC INC
JYE INC
KW CRUMB PRODUCTIONS LLC
KALECK BROTHERS INC
KEHOE CONSTRUCTION
KEVIN RYDER INC
KIMMEL CENTER INC
KISSIN FRESH MEATS INC
KLINE CONSTRUCTION CO INC
KLINGHOFFER BROTHERS INC
KRAMER BEVERAGE CO
L CRUZ DEVELOPMENT LLC
LAFAYETTE UTILITIES TRUCKING
LEHIGH DAIRIES
LEXA CONCRETE LLC
LIBERTY TRANSPORT
LIMBACH COMPANY LLC
LINCOLN WAY ELECTRIC INC
LINDENMEYR MUNROE
LIVE NATION WORLDWIDE INC
LOCAL 32BJ
LOUIS P CANUSO INC
LOWER SOUTHAMPTON TOWNSHIP
M LEVIN & COMPANY
MCT SERVICES LLC
ML RUBERTON CONSTR CO INC
MADISON CONCRETE CONST
MANN CENTER FOR THE PERFORM
MARANO TRUCK LINES INC
MARTIN-BROWER LLC
MECO TRUCKING COMPANY
MEGA CONSTRUCTION CO
MENA CONSTRUCTION INC
METAL ALLIANCE INC
METRO READY MIX & SUPPLY
MICHEL'S BAKERY INC
MILL CORPORATION
MINISCALCO CONSTRUCTION LLC
MONDELEZ INTERNTL (NABISCO)
MORABITO BAKING COMPANY
MORRIS IRON & STEEL CO
MOULTON LADDER & SUPPLY CO
MS DISTRIBUTION INC
MURPHY VOGEL ASKEW REILLY
NARDELLA INC
NELLO CONSTRUCTION CO
NEP COLD STORAGE INC
NEW DEAL LUMBER COMPANY INC
NEW PENN MOTOR EXPRESS
NGL-MA LLC CO OSTERMAN PR
NORRISTOWN MUNICIPAL WASTE
NORTH AMERICAN PRODUCE CO
NORTHAMPTON BUCKS CNTY MUNIC
NORTHEAST FOODS INC
NORTHEAST METAL TRADERS
NOVICK BROTHERS
OBOMEISTER FILMS LLC
OPERA PHILADELPHIA
OROGRAIN BAKERIES
OTIS EASTERN SERVICES INC
OZ DIRECTIONAL DRILLING LLC
PE KRAMME INC
PALMISANO DELIVERY SERVICE
PAUL GIORDANO & SONS INC
PENN JERSEY BLDG MATERIALS
PENN JERSEY PAPER
PENN WHSE DIST
PENNA WELDING SUPPLY CO
PENNSVILLE SEWAGE AUTHORITY
PENNSYLVANIA JERSEY CONCRETE
PETRONGOLO CONTRACTORS INC
PHILA MEDIA NETWORK
PHILA ORCHESTRA ASSOCIATION
PHILLIPS ENTERPRISE INC
PINTO BROTHERS INC
PJP TRUCKING (PENN JERSEY)
PLUMBERS UNION 690 IND FUNDS
PORT AUTHORITY TRANSIT
PRECAST SERVICES INC
PRICE GREGORY INTERNATIONAL
PROCACCI BROTHERS
PRODUCE INTERCHANGE INC
PROJECTION VIDEO SERVICES
PSAV PRESENTATION SERVICES
Q TRUCKING INC
QUAKER CITY PRODUCE CO
RE PIERSON CONSTRUCTION CO
RALPH CLAYTON & SONS
REDTREE PRODUCTIONS INC
REGIONAL PRODUCE CORP
RELIABLE TIRE COMPANY
REPRISE TRANSPORTATION LLC
RESET CONTENT
ROAD SAFETY SYSTEMS LLC
ROBERT T WINZINGER INC
ROB'S PRODUCE
ROCK CANYON INC
ROYAL PETROLEUM CORPORATION
RUAN TRANSPORT CORPORATION
RUPP'S HAULING
RYECO LLC
S D RICHMAN & SONS INC
SPC INC
SAFWAY SERVICES LLC
SANTA SWEETS INC
SARDO & SONS WAREHOUSING INC
SCHAGRIN GAS COMPANY
SCHOOL EMPLOYEES 1201 H&W
SERAVALLI INC
SEVENSON ENVIRONMENTAL SERV
SHARON HILL BOROUGH
SHEINMAN PROVISION CO
SHELLHORN & HILL INC
SHEPARD EXPOSITION SERVICES
SHO-AIDS INC
SHORE TRANSPORT INC
SIEGFRIED (USA) INC
SIX GUNS LOGISTICS LLC
SJA CONSTRUCTION INC
SMG
SMITH EDWARDS DUNLAP
SOUTH STATE INC
SOUTHEAST DIRECTIONAL DRILLI
SOUTHPORT DISTRIBUTION LLC
SPARKS EXHIBITS & ENVIRON
STANDARD DISTRIBUTING CO
STANDARD WHSE & DIST CO
STANLEY MARVEL INC (DRIVERS)
STECH TRANSPORTATION
STERICYCLE INC
SUBURBAN PROPANE
SUNNY TELEVISION PRODUCTIONS
SUPERIOR SCAFFOLD SERVICES
SUPREME INDUSTRIES
SWIPES HEAVY HAULING LLC
SYSCO PHILADELPHIA LLC
TAGUE LUMBER COMPANY
TALENT SERVICE INTERNATIONAL
TANNER INDUSTRIES INC
TAZZER HAULING LLC
THACKRAY CRANE RENTAL INC
THE HILLIS GROUP LLC
THE NAPP-GRECCO COMPANY
THE NYLEVE BRIDGE CORP
THE TIMES OF TRENTON PUBLISH
THOMAS COLACE CO (DRIVERS)
TMK - PHILA INC
TONY DEPAUL & SON
TOWNSHIP OF SPRINGFIELD
TRADE SHOW ASSOC REBER FRIEL
TRANS CARGO LLC
TRANSERVICE LOGISTICS
TRC TRANSFER STATION
TRI-STATE STAGING
UNITED METAL TRADERS INC
UNITED PARCEL SERVICE
UNITED STATES ROOFING CORP
UNLIMITED PRODUCTIONS INC
UPA PRODUCTION SERVICES
UPPER MORELAND SEWER(UMHJSA)
UPPER PROVIDENCE TOWNSHIP
US FOODS INC
UTILITY LINE SERVICES INC
VENTURA FOODS LLC
VERITIV OPERATING CO
VISION TECHNICAL GROUP
VISTA CONVENTION SERVICES
VISUAL SOUND INC
VITO'S HAULING LLC
VOLPE EXPRESS INC
WE RYAN COMPANY INC
WARREN DISTRIBUTING CO SOUTH
WAWA INC
WEBER DISPLAY & PACKAGING
WEINSTEIN SUPPLY CO
WHEATON INDUSTRIES INC
WICK & BROTHER INC
WILLIAM BETZ JR INC
WM MAC MILLAN CO-DRVS
XTL INC
YRC WORLDWIDE INC
FieldValueIRS element (for citing)
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Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1ADMINISTRATIVE SERVICE PROFESSIONALSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypemTransactionTypeTxt
Involved$2,912,000InvolvedAmt
Method Of Amount DeterminationRate per memberMethodOfAmountDeterminationTxt