STRATEGY STUDIO / PUBLIC DATA EXPLORER

TEAMSTERS LOCAL 631 SECURITY FUND: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
TEAMSTERS LOCAL 631 SECURITY FUND (EIN 88-0231734)
Tax period
2012-05-01 to 2013-04-30
Filed
2014-03-12
IRS object ID
201400719349300540
Schema version
2012v2.0
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)
Timestamp2014-03-12T16:44:59-07:00Timestamp
Tax Period End Date2013-04-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BERRY & CO CPAS LTDBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line17030 SMOKE RANCH RDAddressLine1
CityLAS VEGASCity
StateNVState
ZIP Code891281202ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-05-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN880231734EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1TEAMSTERS LOCAL 631 SECURITY FUND FOR SOUTHERN NEVADABusinessNameLine1
FieldValueIRS element (for citing)
Name ControlTEAMNameControl
Phone7024152185Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line14240 W FLAMINGO RDAddressLine1
CityLAS VEGASCity
StateNVState
ZIP Code89103ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameTOMMY BLITSCHName
TitleTRUSTEETitle
Phone7024152185Phone
Date Signed2014-03-12DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameDAVID BERRYName
Phone7025150408Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeXAddressChange
Name Of Principal Officer PersonTOMMY BLITSCHNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line14240 W FLAMINGO RD STE 200AddressLine1
CityLAS VEGASCity
StateNVState
ZIP Code89103ZIPCode
FieldValueIRS element (for citing)
Gross Receipts111412714GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteN/AWebSite
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation1988YearFormation
State Legal DomicileNVStateLegalDomicile
Activity Or Mission DescriptionTO PROVIDE MEDICAL,DENTAL,VISION & COUNSELING BENEFITS TO PARTICIPANTSActivityOrMissionDescription
Nbr Voting Members Governing Body8NbrVotingMembersGoverningBody
Nbr Independent Voting Members8NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year45604302ProgramServiceRevenuePriorYear
Program Service Revenue CY47797269ProgramServiceRevenueCY
Investment Income Prior Year655016InvestmentIncomePriorYear
Investment Income Current Year2667059InvestmentIncomeCurrentYear
Other Revenue Prior Year268826OtherRevenuePriorYear
Other Revenue Current Year562780OtherRevenueCurrentYear
Total Revenue Prior Year46528144TotalRevenuePriorYear
Total Revenue Current Year51027108TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year52968458BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY45178471BenefitsPaidToMembersCY
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year2355786OtherExpensePriorYear
Other Expenses Current Year2254845OtherExpensesCurrentYear
Total Expenses Prior Year55324244TotalExpensesPriorYear
Total Expenses Current Year47433316TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-8796100RevenuesLessExpensesPriorYear
Revenues Less Expenses CY3593792RevenuesLessExpensesCY
Total Assets BOY61919143TotalAssetsBOY
Total Assets EOY76805413TotalAssetsEOY
Total Liabilities BOY119672055TotalLiabilitiesBOY
Total Liabilities EOY130232870TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY-57752912NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY-53427457NetAssetsOrFundBalancesEOY
Mission DescriptionTO PROVIDE MEDICAL,DENTAL,VISION & COUNSELINGMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
DescriptionTO PROVIDE MEDICAL,DENTAL,VISION & COUNSELING BENEFITS TO PARTICIPANTS AND THEIR FAMILIES.Description
Described In501 C3falseDescribedIn501C3
Schedule B RequiredfalseScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquipfalseReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetstrueReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members8NbrVotingGoverningBodyMembers
Number Independent Voting Members8NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOfalseCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1BENESYSBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number7024152185TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line14240 W FLAMINGO RD STE 200AddressLine1
CityLAS VEGASCity
StateNVState
ZIP Code89103ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (9 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirector
TOMMY BLITSCH
TRUSTEE2.00X
CHERYL SCHMIT
TRUSTEE2.00X
JAVON JEFFERSON
TRUSTEE2.00X
TIM KOVIAK
TRUSTEE2.00X
CLAY W YOUNG
TRUSTEE2.00X
THOMAS BRODEUR
TRUSTEE2.00X
LAURA CRAIG
TRUSTEE2.00X
DAN O'SHEA
TRUSTEE2.00X
BRENT CONRAD
TRUSTEE2.00X
FieldValueIRS element (for citing)
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (2 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
BROWNSTEIN HYATT FARBER SCHRECK
100 CITY PARKWAY SUITE 1600LAS VEGASNV89106LEGAL251226
BERRY & CO CPA
7030 SMOKE RANCH RDLAS VEGASNV89128AUDIT AND ACCOUNTING147417
FieldValueIRS element (for citing)
Number Of Contractors GT100 K2NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumn
EMPLOYER CONTRIBUTIONS52510046430524
SELF-PAY CONTRIBUTIONS5251001366745
FieldValueIRS element (for citing)
Total Program Service Revenue47797269TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column2412609TotalRevenueColumn
Exclusion$2,412,609ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities60640056Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities60385606Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities254450Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column254450TotalRevenueColumn
Exclusion$254,450ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionSTOP LOSS RECOVERIESDescription
Business Code900099BusinessCode
Total Revenue Column562780TotalRevenueColumn
Related Or Exempt Function Income562780RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue562780TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column51027108TotalRevenueColumn
Related Or Exempt Function Income48360049RelatedOrExemptFunctionIncome
Exclusion$2,667,059ExclusionAmount

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total45178471Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total269197Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total147417Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total63835Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total229711Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total16449Total

Insurance Insurance

FieldValueIRS element (for citing)
Total13452Total

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionTotalTotal
ACTUARIAL & CONSULTING FEES236011
ADMINISTRATOR FEES1278773

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total47433316Total

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY128605BOY
EOY2649285EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY15504028BOY
EOY6052310EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY3863505BOY
EOY4672243EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY19732BOY
EOY2120EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY42403273BOY
EOY63429455EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY61919143BOY
EOY76805413EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY4422787BOY
EOY4918484EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY115249268BOY
EOY125314386EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY119672055BOY
EOY130232870EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY-57752912BOY
EOY-53427457EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY-57752912BOY
EOY-53427457EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY61919143BOY
EOY76805413EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses3593792ReconcilationRevenueExpenses
Reconciliation Unrealized Invest731663ReconciliationUnrealizedInvest
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit CommitteetrueAuditCommittee
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule D IRS990ScheduleD

Other Liabilities OtherLiabilities (4 entries)

DescriptionDescriptionAmountAmount
ACTUARIALLY CALCULATED POSTRETIREMENT BENEFIT OBLIGATION$118,337,815
ESTIMATED LIABILITY FOR FUTURE COVERAGE FOR ACTIVE PARTICIPANTS$6,705,000
EMPLOYER BOND DEPOSIT$265,826
DUE TO OTHER TRUSTS$5,745
FieldValueIRS element (for citing)
Total Of Amounts125314386TotalOfAmounts
Tot Revenue Etc Audited Fincl Stmt51195991TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments731663NetUnrealizedGainsInvestments
Revenue Not Rptd F990731663RevenueNotRptdF990
Revenue Subtotal50464328RevenueSubtotal
Total Revenue Per Form99050464328TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt36438436TotExpensesEtcAuditedFinclStmt
Expenses Subtotal36438436ExpensesSubtotal
Other Expenses Not Included10305757OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt10305757ExpensesNotRptdOnFinStmt
Total Expenses Per Form99046744193TotalExpensesPerForm990

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

IdentifierIdentifierExplanationExplanation
Pt VI, Line 11bFORM 990 WAS PROVIDED TO ALL TRUSTEES FOR REVIEW PRIOR TO FILING
Pt VI, Line 12cTHE BOARD OF TRUSTEES ARE REQUIRED TO DISCLOSE ANY CONFLICTS THAT HAVE ARISEN
Pt VI, Line 19PURSUANT TO ERISA

Schedule R IRS990ScheduleR

FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Dividends Related OrganizationfalseDividendsRelatedOrganization
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeesfalseSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

Form990 Schedule R Part VII Form990ScheduleRPartVII (7 entries)

ExplanationExplanation
SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS. THE FILING ORGANIZATION IS A
TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH & WELFARE BENEFITS
TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE
OF CONTRIBUTING EMPLOYERS HOWEVER, CERTAIN INFORMATION THAT IS REQUIRED TO BE REPORTED ON
SCHEDULE R IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND
AND IT COULD NOT BE REASONABLY OBTAINED. THE CONTRIBUTING EMPLOYERS HAVE NOT
BEEN INCLUDED ON SCHEDULE R.