STRATEGY STUDIO / PUBLIC DATA EXPLORER

TEAMSTERS HEALTH & WELFARE FUND OF PHILADELPHIA & VICINITY: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
TEAMSTERS HEALTH & WELFARE FUND OF PHILADELPHIA & VICINITY (EIN 23-1392600)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-02
IRS object ID
201533069349300538
Schema version
2014v5.0
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)
Return2015-11-02T11:19:00-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN231392600EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TEAMSTERS HEALTH & WELFARE FUND OF PHILADELPHIABusinessNameLine1Txt
Business Name Line2& VICINITYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlTEAMBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line16981 NORTH PARK DRIVEAddressLine1Txt
CityPENNSAUKENCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08109ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonADAM GARNERPersonNm
Person TitleADMINISTRATORPersonTitleTxt
Phone8563822400PhoneNum
Signature2015-10-28SignatureDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerADAM GARNERPrincipalOfficerNm
Gross Receipts$150,253,880GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Formation1951FormationYr
Legal Domicile StateNJLegalDomicileStateCd
Activity Or MissionFUNDING ARRANGEMENT FOR MULTI-EMPLOYER WELFARE PLANActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$102,127,524PYProgramServiceRevenueAmt
CY Program Service Revenue$106,388,870CYProgramServiceRevenueAmt
PY Investment Income$5,410,274PYInvestmentIncomeAmt
CY Investment Income$8,663,314CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$107,537,798PYTotalRevenueAmt
CY Total Revenue$115,052,184CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$96,157,141PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$103,485,251CYBenefitsPaidToMembersAmt
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$7,550,730PYOtherExpensesAmt
CY Other Expenses$7,999,103CYOtherExpensesAmt
PY Total Expenses$103,717,471PYTotalExpensesAmt
CY Total Expenses$111,493,954CYTotalExpensesAmt
PY Revenues Less Expenses$3,820,327PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,558,230CYRevenuesLessExpensesAmt
Total Assets BOY$85,810,874TotalAssetsBOYAmt
Total Assets EOY$85,517,161TotalAssetsEOYAmt
Total Liabilities BOY$1,467,237TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,302,896TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$84,343,637NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$83,214,265NetAssetsOrFundBalancesEOYAmt
MissionFUNDING ARRANGEMENT FOR MULTI-EMPLOYER WELFARE PLANMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
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
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntYes (true)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document904IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Employment Tax Returns FiledfalseEmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Form8886 T FiledfalseForm8886TFiledInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Nondeductible Contri DisclfalseNondeductibleContriDisclInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Quid Pro Quo Contri DisclfalseQuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Org Filed In Lieu Of Form1041falseOrgFiledInLieuOfForm1041Ind
Licensed More Than One StatefalseLicensedMoreThanOneStateInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Form720 FiledfalseForm720FiledInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Policies Reference ChaptersfalsePoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnfalseAnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcfalseRegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonADAM H GARNERPersonNm
Phone8563822400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16981 N PARK DR STE 400AddressLine1Txt
Address Line2SUITE 400AddressLine2Txt
CityPENNSAUKENCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08109ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 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 JR
EMPLOYER TRUSTEE139Yes (X)$0$0$0
TOM VENTURA
EMPLOYER TRUSTEE139Yes (X)$0$0$0
WILLIAM HAMILTON
UNION TRUSTEE139Yes (X)$0$132,222$0
HOWARD WELLS
UNION TRUSTEE139Yes (X)$0$139,550$0
ROBERT BRYAN JR
UNION TRUSTEE139Yes (X)$0$101,353$0
WILLIAM J EINHORN
ADMINISTRATOR2025$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$9,600TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$373,125TotReportableCompRltdOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ADMINISTRATIVE SVC PROFESSIONALS
6981 N PARK DRPENNSAUKENNJ08109ADMINISTATIVE SERVICES$2,947,000
HORIZON HEALTHCARE
3 PENN PLAZANEWARKNJ07105CLAIMS ADMINISTRATOR$1,535,894
AETNA INC
151 FARMINGTON AVEHARTFORDCT06156CLAIMS ADMINISTRATOR$901,256
HEALTHCARE STRATEGIES INC
PO BOX 37039BALTIMOREMD21297CASE MANAGEMENT$405,703
TOTAL CARE NETWORK
1341 N DELAWARE AVEPHILADELPHIAPA19125CLAIMS ADMINISTRATOR$265,907
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K6CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$105,157,505$105,157,505
COBRA525100$1,231,365$1,231,365
FieldValueIRS element (for citing)
Total Program Service Revenue$106,388,870TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,924,919TotalRevenueColumnAmt
Exclusion$1,924,919ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$41,940,091SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$35,201,696SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$6,738,395SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,738,395TotalRevenueColumnAmt
Exclusion$6,738,395ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$115,052,184TotalRevenueColumnAmt
Related Or Exempt Func Income$106,388,870RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$8,663,314ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$103,485,251TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

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

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$75,856TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$62,000TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$198,336TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$6,290,708TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$125,095TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$41,312TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$11,493TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,387TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescACA EXCISE FEESDesc
Total$1,188,916TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$111,493,954TotalAmt
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$3,815,998BOYAmt
EOY$3,513,225EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,407,474BOYAmt
EOY$7,538,437EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,546BOYAmt
EOY$2,521EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$73,386,137BOYAmt
EOY$73,144,244EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,198,719BOYAmt
EOY$1,318,734EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$85,810,874BOYAmt
EOY$85,517,161EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$744,237BOYAmt
EOY$1,450,273EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$723,000BOYAmt
EOY$852,623EOYAmt

Other Liabilities OtherLiabilitiesGrp

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

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,467,237BOYAmt
EOY$2,302,896EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$84,343,637BOYAmt
EOY$83,214,265EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$84,343,637BOYAmt
EOY$83,214,265EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$85,810,874BOYAmt
EOY$85,517,161EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$3,558,230ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$4,687,602NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd
Federal Grant Audit PerformedfalseFederalGrantAuditPerformedInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$110,166,246TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$4,687,602NetUnrealizedGainsInvstAmt
Revenue Not Reported-$4,687,602RevenueNotReportedAmt
Revenue Subtotal$114,853,848RevenueSubtotalAmt
Investment Expenses Not Incld$198,336InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$198,336RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$115,052,184TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$111,295,618TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$111,295,618ExpensesSubtotalAmt
Investment Expenses Not Incld2$198,336InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$198,336ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$111,493,954TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X LINE 2ACCOUNTING 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
PART X LINE 2 CONTINUEDSUSTAINED 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 2014 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD
PART X LINE 2 CONTINUEDREQUIRE 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 PERIODS.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonADMINISTRATIVE SVC PROFESSIONALSPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionSEE PART VRelationshipDescriptionTxt
Transaction$2,947,000TransactionAmt
TransactionADMIN SERVICESTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV LINE 1 COLUMN (B)HOWARD 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 IS THE ADMINISTRATOR OF THE TEAMSTERS HEALTH & WELFARE FUND AND
PART IV LINE 1 COLUMN (B) CONTALSO SERVES AS THE PRESIDENT OF THE ADMINISTRATIVE SERVICE PROFESSIONALS INC.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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.
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.
PART VI SECTION C LINE 19UPON RECEIPT OF WRITTEN REQUEST TO THE FUND ADMINISTRATOR DOCUMENTS POLICIES AND FINANCIAL STATEMENTS ARE FOWARDED TO THE REQUESTOR. FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE WEBSITE.
PART X LINE 11 COLUMN BMUTUAL FUNDS 73144244 FMV

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
TEAMSTERS PENSION TRUST FUND
6981 N PARK DRIVEPENNSAUKENNJ08109231511735SPONSOR OF DEFINED BENEFIT PROGRAMNJ401 (A)NABOARD OF TRUSTEESfalse
TEAMSTERS JOINT COUNCIL 53
falseN/A
TEAMSTERS LOCAL 107
falseN/A
TEAMSTERS LOCAL 312
falseN/A
TEAMSTERS LOCAL 326
falseN/A
TEAMSTERS LOCAL 331
falseN/A
TEAMSTERS LOCAL 384
falseN/A
TEAMSTERS LOCAL 500
falseN/A
TEAMSTERS LOCAL 623
falseN/A
TEAMSTERS LOCAL 628
falseN/A
TEAMSTERS LOCAL 676
falseN/A
TEAMSTERS LOCAL 929
falseN/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (305 entries)

EINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
ADMINISTRATIVE SERVICE PROFESSIONALS
204056745ADMINISTRATIVENJTH&W FUNDC CORP$3,819,859$98,132.72000false
A P CONSTRUCTION CO
falseN/A
A PENZA INC
falseN/A
AP CONSTRUCTION INC
falseN/A
AVASSALLO INC
falseN/A
ABC CONSTRUCTION CO INC
falseN/A
ABC STUDIOS
falseN/A
ABF FREIGHT SYSTEM INC
falseN/A
ACCOMMODATION MOLLEN INC
falseN/A
ACCORDIAN FILMS LLC
falseN/A
ACES LLC
falseN/A
ACME MARKETS INC
falseN/A
ACTION SUPPLY CO INC
falseN/A
ADVANCE TRANSPORTATION INC
falseN/A
AGB TRUCKING LLC
falseN/A
AICP - O POSITIVE
falseN/A
AL KLIESH TRUCKING LLC
falseN/A
ALAN MC ILVAIN COMPANY
falseN/A
ALLEGHENY IRON & METAL CO
falseN/A
AMPM NORTH AMERICA INC
falseN/A
ANONYMOUS CONTENT
falseN/A
APG INTERNATIONAL INC
falseN/A
APPLESACK TRUCKING INC
falseN/A
ARAMARK CORPORATION
falseN/A
ARAMARK UNIFORM SERVICES
falseN/A
ARROW LEASING & SANITARY SER
falseN/A
ASHKHA TRUCKING LLC
falseN/A
ASP PERSONNEL SERVICES INC
falseN/A
AUNT KITTY'S FOODS INC
falseN/A
BRS PRODUCE CO
falseN/A
BELL SUPPLY COMPANY
falseN/A
BELLA TRUCKING CORP
falseN/A
BENSALEM PARK - OUTRIDERS
falseN/A
BENSALEM PARK MAINTENANCE
falseN/A
BILLY BOY TRUCKING INC
falseN/A
BRANDYWINE 5 PA INC
falseN/A
BRANDYWINE CONSTRUCTION CO
falseN/A
BRIDGE ST FILMS - LEHIGH V
falseN/A
BRIDGE STREET FILMS - LOTTO
falseN/A
BRIGHTLINE EQUIPMENT RENTALS
falseN/A
BUCKLEY & COMPANY INC
falseN/A
C ABBONIZIO CONTRACTOR
falseN/A
C BROWN INC
falseN/A
CW DUNNETT & CO
falseN/A
CAMDEN IRON & METAL INC
falseN/A
CANADA DRY DISTRIBUTING CO
falseN/A
CARUSONE CONSTRUCTION INC
falseN/A
CASE PAPER COMPANY INC
falseN/A
CBI SERVICES INC
falseN/A
CE MASON LU592 HW&PEN
falseN/A
CEMENT MASONS LU592
falseN/A
CHARLES JACQUIN
falseN/A
CHARLES RITTER INC
falseN/A
CLEAR SOUND INC
falseN/A
CMS PRODUCTIONS
falseN/A
COLLOTTI & SONS INC
falseN/A
COLONIAL PRODUCE LLC
falseN/A
COMMERCE CONSTRUCTION
falseN/A
COMPETITOR GROUP
falseN/A
CONGOLEUM CORPKOGUT
falseN/A
COONEY BROTHERS INC
falseN/A
COOSEMAN'S PHILADELPHIA INC
falseN/A
CORNELL & COMPANY INC
falseN/A
COURIER POST
falseN/A
CPC MEDICAL PRODUCTS LLC
falseN/A
CREED PRODUCTIONS LLC
falseN/A
CROWLEY TRUCKING INC
falseN/A
D SABATELLI INC
falseN/A
DANELLA CONSTRUCTION CORP
falseN/A
D'ANGELO BROS INC
falseN/A
DANIELS AND SONS LIMITED
falseN/A
DARLING INTERNATIONAL INC
falseN/A
DAVID M CAMPBELL INC
falseN/A
DAY & ZIMMERMAN NPS
falseN/A
DB TRUCKING INC
falseN/A
DE PAUL CONCRETE CO
falseN/A
DELAWARE SHIP SUPPLY CO
falseN/A
DELAWARE VALLEY STEEL
falseN/A
DEVAULT GROUP INC
falseN/A
DHL EXPRESS (USA) INC
falseN/A
DHL(AEI) CO ASKPAYROLL
falseN/A
DIOCESE OF CAMDEN CEMETERIES
falseN/A
DIRECTORZ
falseN/A
DIXONDAVIS MEDIA GROUP
falseN/A
DOMINICK LOLLI & SON LLC
falseN/A
DOWNS BROTHERS HAULING INC
falseN/A
DRISCOLL CONSTRUCTION CO INC
falseN/A
DRY ICE CORPORATION
falseN/A
DUMP UR LOAD EXPRESS INC
falseN/A
E A DAGES INC
falseN/A
E W KEAN CO INC
falseN/A
EP HENRY CORP (VINELAND)
falseN/A
EARLE M JORGENSEN CO
falseN/A
ELLIOTT LEWIS CONV (MAINT)
falseN/A
ELLIOTT-LEWIS CONVENTION SVS
falseN/A
ESM PRODUCTIONS INC
falseN/A
EURAMAX INTERNATIONALBERGER
falseN/A
F C HAAB CO INC
falseN/A
FERGUSON ENTERPRISES INC
falseN/A
FESSENDEN HALL INC
falseN/A
FIRST PHILA LABOR SERVICES
falseN/A
FORREST THEATRE
falseN/A
FOUNDATION STRUCTURES INC
falseN/A
FOX LOGISTICAL STAFFING INC
falseN/A
FRB PRODUCTIONS INC
falseN/A
FREEMAN AUDIO VISUAL SOLUT
falseN/A
FREEMAN DECORATING COMPANY
falseN/A
FURLINED LLC
falseN/A
G & G PRODUCE INC
falseN/A
GK PRODUCE INC
falseN/A
GALLO WINE SALES OF NJ INC
falseN/A
GARDEN STATE FARMS
falseN/A
GENERAL ASPHALT PAVING CO
falseN/A
GENERAL EXPOSITION SERVICES
falseN/A
GEORGE F KEMPF SUPPLY CO
falseN/A
GEORGE L WELLS MEAT COMPANY
falseN/A
GEORGE YOUNG COMPANY
falseN/A
GEPPERT BROTHERS INC
falseN/A
GES-GLOBAL EXP SPECIALISTS
falseN/A
GLASGOW INC
falseN/A
GLOUCESTER TERMINALS LLC
falseN/A
GRAEBELEASTERN MOVERS INC
falseN/A
GREGGO AND FERRARA INC
falseN/A
GROUND PENETRATION & RESTOR
falseN/A
GROVE SUPPLY INC
falseN/A
H T SWEENEY & SON INC
falseN/A
HAINES & KIBBLEHOUSE INC
falseN/A
HAKE RIGGING - DIV OF BARNHA
falseN/A
HAMADA INC
falseN/A
HANSON AGGREGATES BMC INC
falseN/A
HARGROVE INC
falseN/A
HATZEL & BUEHLER INC
falseN/A
HEAVY EQUIPMENT RENTALS INC
falseN/A
HEITKAMP INC
falseN/A
HENKELS & MC COY INC
falseN/A
HERMAN GOLDNER CO INC
falseN/A
HIGHWAY SAFETY PROTECTION CO
falseN/A
HUNTER BROTHERS INC
falseN/A
IACONELLI CONTRACTING INC
falseN/A
J & P CONTRACTING CO
falseN/A
J AMBROGI FOODS (DRIVERS)
falseN/A
J FLETCHER CREAMER & SON
falseN/A
J J WHITE INC
falseN/A
JG NASCON INC
falseN/A
JJ MALONEY CO INC
falseN/A
JACK COOPER TRANSPORT CO INC
falseN/A
JAMES D MORRISSEY INC
falseN/A
JAMES J ANDERSON CO INC
falseN/A
JAMISON FARMS PRODUCTIONS
falseN/A
JAY GRESS INC
falseN/A
JDM MATERIALS INC
falseN/A
JESSE PITT COMPANY
falseN/A
JOHN CURRY INC
falseN/A
JOHN J DOUGHERTY & SON INC
falseN/A
JOHN VENA INC
falseN/A
JONES MOTOR - ALLEGHENY DIV
falseN/A
JPC GROUP INC
falseN/A
JUPITER PCC INC
falseN/A
KALECK BROTHERS INC
falseN/A
KEHOE CONSTRUCTION
falseN/A
KEVIN RYDER INC
falseN/A
KIMMEL CENTER INC
falseN/A
KISSIN FRESH MEATS INC
falseN/A
KLINE CONSTRUCTION CO INC
falseN/A
KLINGHOFFER BROTHERS INC
falseN/A
KRAMER BEVERAGE CO
falseN/A
L CRUZ DEVELOPMENT LLC
falseN/A
LEXA CONCRETE LLC
falseN/A
LIBERTY TRANSPORT
falseN/A
LIMBACH COMPANY LLC
falseN/A
LINCOLN WAY ELECTRIC INC
falseN/A
LINDENMEYR MUNROE
falseN/A
LIVE NATION WORLDWIDE INC
falseN/A
LOUIS P CANUSO INC
falseN/A
M LEVIN & COMPANY
falseN/A
M BUONO BEEF COMPANY
falseN/A
ML RUBERTON CONSTR CO INC
falseN/A
MADISON CONCRETE CONST
falseN/A
MAJOR MOTION PICTURE PROD
falseN/A
MANN CENTER FOR THE PERFORM
falseN/A
MARANO TRUCK LINES INC
falseN/A
MATRIX NORTH AMERICAN CONST
falseN/A
MECO TRUCKING COMPANY
falseN/A
MEGA CONSTRUCTION CO
falseN/A
MENA CONSTRUCTION INC
falseN/A
MERCK & COMPANY
falseN/A
METAL ALLIANCE INC
falseN/A
METRO READY MIX & SUPPLY
falseN/A
METROPOLITAN EXPOSITION SVC
falseN/A
MICHEL'S PIPELINE CONSTR
falseN/A
MINISCALCO CONSTRUCTION LLC
falseN/A
MORRIS IRON & STEEL CO
falseN/A
MOULTON LADDER & SUPPLY CO
falseN/A
N K S DISTRIBUTORS INC
falseN/A
NARDELLA INC
falseN/A
NELLO CONSTRUCTION CO
falseN/A
NEW DEAL LUMBER COMPANY INC
falseN/A
NEW PENN MOTOR EXPRESS
falseN/A
NORTH AMERICAN PRODUCE CO
falseN/A
NORTHEAST METAL TRADERS
falseN/A
NOVICK BROTHERS
falseN/A
OPERA PHILADELPHIA
falseN/A
OTIS EASTERN SERVICES INC
falseN/A
P DIMARCO & CO INC
falseN/A
PARAMOUNT CONVENTION SVS
falseN/A
PAUL GIORDANO & SONS INC
falseN/A
PENN LINE SERVICE INC
falseN/A
PENN WHSE AND DISTRIBUTION
falseN/A
PENNA WELDING SUPPLY CO
falseN/A
PENSKE TRUCK LEASNG
falseN/A
PETROLEUM HEATING OIL & SERV
falseN/A
PETRONGOLO CONTRACTORS INC
falseN/A
PHILA ORCHESTRA ASSOCIATION
falseN/A
PHILLIPS ENTERPRISE INC
falseN/A
PHILLY AUTO LABOR SVC
falseN/A
PHILLY PRODUCE LLC
falseN/A
PINTO BROTHERS INC
falseN/A
PIPE LINE TECHNOLOGY INC
falseN/A
PJP TRUCKING (PENN JERSEY)
falseN/A
PLUMBERS UNION 690 IND FUNDS
falseN/A
PORT AUTHORITY TRANSIT
falseN/A
PRECAST SERVICES INC
falseN/A
PROCACCI BROTHERS
falseN/A
PRODUCE INTERCHANGE INC
falseN/A
PROJECTION VIDEO SALES OF PA
falseN/A
PROJECTION VIDEO SERVICES
falseN/A
PROOF PRODUCTIONS INC
falseN/A
QUAKER CITY PRODUCE CO
falseN/A
RE PIERSON CONSTRUCTION CO
falseN/A
RAILROAD CONSTRUCTION OF SJ
falseN/A
RASCAL FILMS
falseN/A
REGIONAL PRODUCE CO - MAINT
falseN/A
REPUBLIC SERVICE GROUP OF PA
falseN/A
REPUBLIC SERVICES OF NJ
falseN/A
ROAD SAFETY SYSTEMS LLC
falseN/A
ROBERT T WINZINGER INC
falseN/A
ROCK CANYON INC
falseN/A
ROYAL PETROLEUM CORPORATION
falseN/A
RUPP'S HAULING
falseN/A
RYECO LLC
falseN/A
S D RICHMAN & SONS INC
falseN/A
SAFWAY SERVICES LLC
falseN/A
SARDO & SONS WAREHOUSING INC
falseN/A
SCHAGRIN GAS COMPANY
falseN/A
SERAVALLI INC
falseN/A
SEVENSON ENVIRONMENTAL SERV
falseN/A
SHELLHORN & HILL INC (DRVS)
falseN/A
SHEPARD EXPOSITION SERVICES
falseN/A
SHO-AIDS INC
falseN/A
SHORE TRANSPORT INC
falseN/A
SIX GUNS LOGISTICS LLC
falseN/A
SJA CONSTRUCTION INC
falseN/A
SMITH EDWARDS DUNLAP
falseN/A
SOURCE INTERLINK
falseN/A
SOUTH STATE INC
falseN/A
STANDARD DISTRIBUTING CO
falseN/A
STANDARD WHSE & DIST CO
falseN/A
STEA BROS INC
falseN/A
STECH TRANSPORTATION
falseN/A
SUPERIOR SCAFFOLD SERVICES
falseN/A
SWIPES HEAVY HAULING LLC
falseN/A
SYKES SCHOLTZ COLLINS LUMBER
falseN/A
SYSCO PHILADELPHIA LLC
falseN/A
SYSTEM FREIGHT
falseN/A
TAGUE LUMBER COMPANY
falseN/A
TANNER INDUSTRIES INC
falseN/A
TAZZER HAULING LLC
falseN/A
TEDDAN PRODUCE CO
falseN/A
THACKRAY CRANE RENTAL INC
falseN/A
THE ARTISTS COMPANY
falseN/A
THE HILLIS GROUP LLC
falseN/A
THE NAPP-GRECCO COMPANY
falseN/A
THE NYLEVE BRIDGE CORP
falseN/A
THOMAS COLACE CO
falseN/A
TMK - PHILA INC
falseN/A
TONY DEPAUL & SON
falseN/A
TRANS CARGO LLC
falseN/A
TRANSERVICE LOGISTICS-LIQUID
falseN/A
UNISOURCE WORLDWIDE INC
falseN/A
UNITED DISTR OF DELAWARE
falseN/A
UNITED PARCEL SERVICE
falseN/A
UNITED STATES ROOFING CORP
falseN/A
UNLIMITED PRODUCTIONS INC
falseN/A
UPA PRODUCTION SERVICES
falseN/A
US FOODS INC
falseN/A
UTILITY LINE SERVICES INC
falseN/A
VALLEY SEEDING COMPANY INC
falseN/A
VERITIV CORPORATION
falseN/A
VISION TECHNICAL GROUP
falseN/A
VISTA CONVENTION SERVICES
falseN/A
VISUAL SOUND INC
falseN/A
VITO'S HAULING LLC
falseN/A
VOLPE DEDICATED INC
falseN/A
VOLPE EXPRESS INC
falseN/A
WE RYAN COMPANY INC
falseN/A
WARREN DISTRIBUTING CO SOUTH
falseN/A
WASTE MANAGEMENT OF NJ
falseN/A
WEINSTEIN SUPPLY CO
falseN/A
WEST LUMBER BUILDING & SUPP
falseN/A
WICK & BROTHER INC
falseN/A
WILLIAM BETZ JR INC
falseN/A
WM MAC MILLAN CO-DRVS
falseN/A
WYNDHAM HISTORIC DISTRICT
falseN/A
XTL INC
falseN/A
YRC WORLDWIDE INC
falseN/A
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1ADMINISTRATIVE SERVICE PROFESSIONALS INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeMTransactionTypeTxt
Involved$2,947,000InvolvedAmt
Method Of Amount DeterminationRATE PER MEMBERMethodOfAmountDeterminationTxt