2015-11-13T10:05:44-06:00 2014-12-31 208078757 SALTER & COMPANY LLC 4600 EAST-WEST HIGHWAY SUITE 300 BETHESDA MD 208143415 990 2014-01-01 540556299 TEAMSTERS JOINT COUNCIL NO 83 OF VIRGINIA HEALTH & WELFARE FUND TEAM 8042823131 8814 FARGO ROAD NO 200 RICHMOND VA 232294673 KENNETH CHISM TRUSTEE 8042823131 2015-11-12 1 JOSEPH M HERISHEN CPA P00361968 3018307400 2015-11-13 X 2014 2016-03-07 17:11:31Z MICHAEL M MCCALL 8814 FARGO ROAD RICHMOND VA 232294673 67833760 0 X WWW.TJC83FUNDS.ORG X 1952 VA PROVIDE HEALTH & WELFARE BENEFITS TO PARTICIPANTS AND THEIR BENEFICIARIES AS DETERMINED BY THE TRUSTEES, AND SHALL FURTHER PROVIDE THE MEANS FOR DEFRAYING REASONABLE EXPENSES OF THE OPERATION AND ADMINISTRATION OF THE FUND. 6 0 35 0 0 0 0 0 37209343 40277333 1944114 2260641 2560724 58556 41714181 42596530 0 0 35248593 36980147 2790360 2138428 0 0 0 5615354 4360773 43654307 43479348 -1940126 -882818 71979178 73771565 2319402 2357024 69659776 71414541 PROVIDE HEALTH & WELFARE BENEFITS TO PARTICIPANTS AND THEIR BENEFICIARIES AS DETERMINED BY THE TRUSTEES, AND SHALL FURTHER PROVIDE THE MEANS FOR DEFRAYING REASONABLE EXPENSES OF THE OPERATION AND ADMINISTRATION OF THE FUND. 0 0 43479349 ADMINISTER AND PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND ELIGIBLE DEPENDENTS COVERED BY APPLICABLE COLLECTIVE BARGAINING AND PARTICIPATION AGREEMENTS. 43479349 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 841 0 1 35 1 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X TJC 83 OF VA HEALTH & WELFARE FUND 8042823131 8814 FARGO ROAD STE 200 RICHMOND VA 23229 W ROBERT DAVIDSON EMPLOYER TRUSTEE 0.00 0.00 X 0 0 0 WILLIAM A NATIONS EMPLOYER TRUSTEE 0.00 0.00 X 0 0 0 JOHN FARRISH UNION TRUSTEE 1.00 63.00 X 0 118533 39120 JAMES R SMITH UNION TRUSTEE 1.00 40.00 X 0 100986 39130 KENNETH CHISM UNION TRUSTEE 1.00 40.00 X 0 111765 39130 JAY BOWERS UNION TRUSTEE 0.00 0.00 X 0 0 0 MICHAEL M MCCALL EXEC DIRECTOR 32.80 11.00 X 142411 47470 39136 FLORENCE EDBERG DIRECTOR OF PENSION 32.80 11.00 X 78415 26138 29052 MATTHEW COHN DIRECTOR OF FINANCE 32.80 11.00 X 81166 27056 39136 301992 431948 224704 1 0 1 0 ANTHEM BLUE CROSS BLUE SHIELD 2015 STAPLES MILL RD RICHMOND VA 23230 PPO NETWORK 1118917 CAREWEISE HEALTH DEPARTMENT 8101 CAROL STREAM IL 60122 DISEASE MGMT 640464 HEALTH CARE SERVICE CORP 300 E RANDOLPH CHICAGO IL 60601 PPO NETWORK 554755 STEPTOE & JOHNSON LLP 1330 CONNECTICUIT AVE WASHINGTON DC 20036 ATTORNEY 167266 BASYS INC 3700 KOPPERS ST STE 400 BALTIMORE MD 21227 SOFTWARE PROGRAMING 162990 6 PARTICIPANT EMPLOYER CONTRIBUTION 525100 38492673 38492673 VOLUNTARY EMPLOYEE CONTRIBUTION 525100 1784660 1784660 40277333 1465705 1465705 156254 107765 48489 48489 48489 25924401 25129465 794936 794936 794936 EMPLOYER INTEREST ASSESMENTS 525100 10067 10067 10067 42596530 42548041 0 48489 36980147 171763 1171894 468343 229197 97231 281858 68522 93607 2801740 137384 145325 25673 30916 202275 52731 ACA FEES 420886 OTHER EXPENSES 99856 43479348 3398381 4126930 2740595 2901521 73369 82401 3007834 1822308 1269365 1185526 10363414 64497468 55111773 71979178 73771565 2319402 2357024 2319402 2357024 X 69659776 71414541 0 0 0 0 69659776 71414541 71979178 73771565 -882818 2637583 0 X X 0 1 X 1 0 92370 92370 2667669 1745409 922260 247795 76899 170896 1185526 CF DV NON-SL STOCK INDEX FUND 23955542 F CF DV NSL INT CR BOND INDEX FND 20990974 F LOOMIS SAYLES MSFD NHIT 10165257 F 55111773 X 45248271 2637583 2637583 42610688 93607 -107765 -14158 42596530 43493506 0 43493506 93607 -107765 -14158 43479348 PART X, LINE 2: 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 SUSTAINED UPON EXAMINATION. THE PLAN ADMINISTRATOR IS NOT AWARE OF ANY UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS AS OF DECEMBER 31, 2014. PART XI, LINE 4B - OTHER ADJUSTMENTS: NET RENTAL EXPENSE -107,765. PART XII, LINE 2D - OTHER ADJUSTMENTS: NONDEDUCTIBLE MEALS AND ENTERTAINMENT BOOK/TAX DEPRECIATION DIFFERENCE NET RENTAL INCOME PART XII, LINE 4B - OTHER ADJUSTMENTS: NET RENTAL EXPENSE -107,765. X X 0 0 0 JOHN FARRISH UNION TRUSTEE 0 118533 0 0 0 0 0 26235 0 12885 0 157653 0 0 KENNETH CHISM UNION TRUSTEE 0 111765 0 0 0 0 0 26235 0 12895 0 150895 0 0 MICHAEL M MCCALL EXEC DIRECTOR 142411 47470 0 0 0 0 19688 6563 9664 3221 171763 57254 0 0 FORM 990, PART VI, SECTION B, LINE 11 BEFORE THE FILING OF FORM 990, THE ENTIRE DRAFT WAS SENT AS A PDF TO ALL BOARD MEMBERS IN AN EMAIL. COMMENTS AND CORRECTIONS WERE STRONGLY ENCOURAGED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY TRUSTEES AND OTHER INDIVIDUALS COMPLETE A QUESTIONNAIRE REGARDING COMPLIANCE WITH CONFLICTS POLICY FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR TOP OFFICIALS/OFFICERS BY THE CO-CHARIMAN OF THE BOARD OF TRUSTEES BASED ON COMPARATIVE COMPENSATION STUDIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE VIA ITS WEBSITE, CONFLICT OF INTEREST POLICY IS NOT AVAILABLE, FINANCIALS ARE AVAILABLE TO PARTICIPANTS UNDER WRITTEN REQUEST. PART XI, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. TEAMSTERS JOINT COUNCIL NO 83 OF VA PENSION FUND 8814 FARGO ROAD RICHMOND VA 23229 546097996 PENSION FUND VA 401 (A) 0 TEAMSTERS LOCAL 101 105 N MAIN STREET HOPWELL VA 23860 540853998 LOCAL UNION VA 501 (C) (5) 0 TEAMSTERS LOCAL 171 2550 W MAIN STREET SALEM VA 24153 540325986 LOCAL UNION VA 501 (C) (5) 0 TEAMSTERS LOCAL 22 97 BELMONT STREET COLLINSVILLE VA 24078 540719311 LOCAL UNION VA 501 (C) (5) 0 TEAMSTERS LOCAL 29 12 CEDAR PARK LANE VERONA VA 24482 540739139 LOCAL UNION VA 501 (C) (5) 0 TEAMSTERS LOCAL 322 3705 CAROLINA AVE RICHMOND VA 23222 540406217 LOCAL UNION VA 501 (C) (5) 0 TEAMSTERS LOCAL 592 3705 CAROLINA AVE RICHMOND VA 23222 540212118 LOCAL UNION VA 501 (C) (5) 0 TEAMSTERS LOCAL 822 PO BOX 12673 NORFOLK VA 23541 540201728 LOCAL UNION VA 501 (C) (5) 0 TEAMSTERS JT COUNCIL 83 OF VA EXCESS 8814 FARGO ROAD SUITE 200 RICHMOND VA 23229 546459815 EXCESS BENEFITS VA T 0 BOARD OF TRUSTEES OF TEAMSTERS JOINT COUNCIL NO 83 OF VIRGINIA H&W FUND 8814 FARGO ROAD SUITE 200 RICHMOND VA 23229 540556299 PLAN SPONSOR VA TEAMSTERS JOINT COUNCIL NO 83 OF VIRGINIA H&W FUND C 0.75000 1 ABF PO BOX 10048 FORT SMITH AR 72917 710249444 TRUCKING AR C 0 ACME PAPER PO BOX 422 SAVAGE MD 20763 520748849 TRUCKING MD C 0 ALLIED BUILDING 15 E UNION AVE E RUTHORFORD NJ 07073 221729463 BLDG MATERIALS NJ C 0 ARAMARK REFRESHMENTS 1301 OLIVER HILL ROAD RICHMOND VA 23219 231673482 VENDING VA C 0 ARAMARK UNIFORM 115 NORTH FIRST STREET BURBANK CA 91502 953082883 LAUNDRY CA C 0 BEINS & AXELROD 1625 MASSACHUSETTS AVE WASHINGTON DC 20036 521713905 LEGAL DC C 0 JACK COOPER TRANSPORT 1100 WALNUT STREET STE 2400 KANSAS CITY MO 64106 730493030 TRUCKING MO C 0 KELLOGG SNACK 67 W MICHIGAN AVE BATTLE CREEK MI 49016 200329186 VENDING MI C 0 NATIONAL FRUIT PO BOX 2040 WINCHESTER VA 22604 540315385 FOOD PROCE VA C 0 PCI OF VIRGINIA 5000 DEEPWATER TERMINAL ROAD RICHMOND VA 23234 271311943 TRUCKING VA C 0 PRAXAIR 175 EAST PARK DRIVE TONAWANDA NY 14150 061259050 TRUCKING CT C 0 SCHWERMAN PO BOX 1601 MILWAUKEE WI 53201 390767397 TRUCKING WI C 0 SENTINEL 1301 BELLWOOD ROAD RICHMOND VA 23237 510392463 TRUCKING VA C 0 PET DAIRY PO BOX 120 MT CRAWFORD VA 23241 742952858 DAIRY VA C 0 UPS 100 EAST CAMPUSVIEW DRIVE COLUMBUS VA 43235 362407381 TRUCKING GA C 0 VALLEY MILK PO BOX 271 STRASBURG VA 22657 541959730 FOOD PROCE VA C 0 VIRGINIA MIRROR PO BOX 5431 MARTINSVILLE VA 24115 540420100 MIRROR VA C 0 WHITE WAVE FOODS 6364 SOUTH VALLEY PIKE MT CRAWFORD VA 22841 722218815 FOOD PROCE CO C 0 YRC 100900 ROE VE OVERLAND PARK KS 66211 340492670 TRUCKING KS C 0 ALLIED SYSTEMS 2302 PARKLAKE DRIVE ATLANTA GA 30345 581710028 TRUCKING GA C 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 TJC NO 83 OF VA PENSION FUND Q 1027396 CASH