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TEAMSTERS JOINT COUNCIL-83 OF VIRGINIA HEALTH & WELFARE INSURANC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
TEAMSTERS JOINT COUNCIL-83 OF VIRGINIA HEALTH & WELFARE INSURANC (EIN 54-0556299)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-11
IRS object ID
201403159349300815
Schema version
2013v3.0
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)
Return2014-11-11T08:47:13-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN208078757PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SALTER & COMPANY LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14600 EAST-WEST HIGHWAY SUITE 300AddressLine1
CityBETHESDACity
StateMDState
ZIP Code208143415ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN540556299EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TEAMSTERS JOINT COUNCIL NO 83 OFBusinessNameLine1
Business Name Line2VIRGINIA HEALTH & WELFARE FUNDBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlTEAMBusinessNameControlTxt
Phone8042823131PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18814 FARGO ROAD NO 200AddressLine1
CityRICHMONDCity
StateVAState
ZIP Code232294673ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKENNETH CHISMPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8042823131PhoneNum
Signature2014-11-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH M HERISHEN CPAPreparerPersonNm
PTINP00361968PTIN
Phone3018307400PhoneNum
Preparation2014-11-11PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMICHAEL M MCCALLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18814 FARGO ROADAddressLine1
CityRICHMONDCity
StateVAState
ZIP Code232294673ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$44,385,730GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.TJC83FUNDS.ORGWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1952FormationYr
Legal Domicile StateVALegalDomicileStateCd
Activity Or MissionPROVIDE 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.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee34TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$2,524,290TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$170,270NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$36,760,231PYProgramServiceRevenueAmt
CY Program Service Revenue$37,209,343CYProgramServiceRevenueAmt
PY Investment Income$4,317,315PYInvestmentIncomeAmt
CY Investment Income$1,944,114CYInvestmentIncomeAmt
PY Other Revenue$2,759,640PYOtherRevenueAmt
CY Other Revenue$2,560,724CYOtherRevenueAmt
PY Total Revenue$43,837,186PYTotalRevenueAmt
CY Total Revenue$41,714,181CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$33,738,682PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$35,248,593CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,765,178PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,790,360CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$5,654,378PYOtherExpensesAmt
CY Other Expenses$5,615,354CYOtherExpensesAmt
PY Total Expenses$42,158,238PYTotalExpensesAmt
CY Total Expenses$43,654,307CYTotalExpensesAmt
PY Revenues Less Expenses$1,678,948PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,940,126CYRevenuesLessExpensesAmt
Total Assets BOY$70,047,678TotalAssetsBOYAmt
Total Assets EOY$71,979,178TotalAssetsEOYAmt
Total Liabilities BOY$2,507,234TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,319,402TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$67,540,444NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$69,659,776NetAssetsOrFundBalancesEOYAmt
MissionSEE SCHEDULE OMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescADMINISTER AND PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND ELIGIBLE DEPENDENTS COVERED BY APPLICABLE COLLECTIVE BARGAINING AND PARTICIPATION AGREEMENTS.Desc
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 EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
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 RequiredYes (1)ScheduleJRequiredInd
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 Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document906IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee34EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
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 Members0ElectionOfBoardMembersInd
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 PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint VentureYes (1)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (1)WrittenPolicyOrProcedureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL MCCALL - EXECUTIVE DIRECTORBusinessNameLine1
FieldValueIRS element (for citing)
Phone8042823131PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18814 FARGO ROAD STE 200AddressLine1
CityRICHMONDCity
StateVAState
ZIP Code23229ZIPCode

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 CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
WILLIAM STRICKLAND
EMPLOYER TRUSTEE0.000.00Yes (X)$0$0$0
W ROBERT DAVIDSON
EMPLOYER TRUSTEE0.000.00Yes (X)$0$0$0
WILLIAM A NATIONS
EMPLOYER TRUSTEE0.000.00Yes (X)$0$0$0
JOHN FARRISH
UNION TRUSTEE1.0063.00Yes (X)$0$127,726$37,056
JAMES R SMITH
UNION TRUSTEE1.0040.00Yes (X)$0$101,118$37,056
KENNETH CHISM
UNION TRUSTEE1.0060.00Yes (X)$0$107,513$37,056
MICHAEL M MCCALL
EXEC DIRECTOR35.000.00$187,035$0$37,057Yes (X)
MATTHEW COHN
DIRECTOR OF FINANCE35.000.00$105,907$0$37,056Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$292,942TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$336,357TotReportableCompRltdOrgAmt
Total Other Compensation$185,281TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
WEST END ADMINISTRATORS
8814 FARGO ROADRICHMONDVA23229TPA$2,317,500
HEALTH CARE SERVICE CORPORATION
300 EAST RANDOLPHCHICAGOIL60601PPO NETWORK$1,606,928
SHPS INC (CAREWISE HEALTH)
DEPARTMENT 8101CAROL STREAMIL60122DISEASE MGT$459,543
STEPTOE & JOHNSON LLP
1330 CONNECTICUT AVE NWWASHINGTONDC20036ATTORNEY$137,506
DAVIS & KIRBY
1108 WYTESTONE PLACERICHMONDVA23219ATTORNEY$130,869
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K6CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PARTICIPANT EMPLOYER CONTRIBUTION525100$35,586,196$35,586,196
VOLUNTARY EMPLOYEE CONTRIBUTION525100$1,623,147$1,623,147
FieldValueIRS element (for citing)
Total Program Service Revenue$37,209,343TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,337,328TotalRevenueColumnAmt
Exclusion$1,337,328ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$224,354RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$121,814RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$102,540RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$102,540TotalRevenueColumnAmt
Unrelated Business Revenue$102,540UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,001,217SecuritiesAmt
Other$155,304OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,463,458SecuritiesAmt
Other$86,277OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$537,759SecuritiesAmt
Other$69,027OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$606,786TotalRevenueColumnAmt
Exclusion$606,786ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TPA REVENUE561000$2,421,750$2,421,750
EMPLOYER INTEREST ASSESMENTS525100$36,434$36,434
FieldValueIRS element (for citing)
Other Revenue Total$2,458,184OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$41,714,181TotalRevenueColumnAmt
Related Or Exempt Func Income$37,245,777RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$2,524,290UnrelatedBusinessRevenueAmt
Exclusion$1,944,114ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$35,248,593TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$224,092TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,466,015TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$628,233TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$343,428TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$128,592TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$2,415,000TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$289,701TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$113,892TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$52,771TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,515,490TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$141,404TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$127,799TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$85,295TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$32,920TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$14,883TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$196,069TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$52,062TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmt
ACTUARIES$190,572
OTHER EXPENSES$108,260
EMPLOYEE LEASING-$720,764

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$43,654,307TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$500,797BOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,469,786BOYAmt
EOY$3,398,381EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,197,136BOYAmt
EOY$2,740,595EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$61,814BOYAmt
EOY$73,369EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,889,398LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,620,033LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,347,091BOYAmt
EOY$1,269,365EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$61,471,054BOYAmt
EOY$64,497,468EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$70,047,678BOYAmt
EOY$71,979,178EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,507,234BOYAmt
EOY$2,319,402EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,507,234BOYAmt
EOY$2,319,402EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$67,540,444BOYAmt
EOY$69,659,776EOYAmt

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$67,540,444BOYAmt
EOY$69,659,776EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$70,047,678BOYAmt
EOY$71,979,178EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$1,940,126ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,145,114NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$85,656OtherChangesInNetAssetsAmt
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

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$92,370OtherCostOrOtherBasisAmt
Book Value$92,370BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,615,736OtherCostOrOtherBasisAmt
Depreciation$1,620,033DepreciationAmt
Book Value$995,703BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$181,292OtherCostOrOtherBasisAmt
Book Value$181,292BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,269,365TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
CF DV NON-SL STOCK INDEX$25,037,712F
CF DV NSL INT CR BOND INDEX FND$20,088,433F
CF DV NON-SL AGG BOND INDEX FUND$19,371,323F
FieldValueIRS element (for citing)
Total Book Value Securities$64,497,468TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$43,437,561TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$4,145,114NetUnrealizedGainsInvstAmt
Other Revenue$121,814OtherRevenueAmt
Revenue Not Reported$4,266,928RevenueNotReportedAmt
Revenue Subtotal$39,170,633RevenueSubtotalAmt
Investment Expenses Not Incld$52,771InvestmentExpensesNotIncldAmt
Other Revenues Not Included$2,490,777OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$2,543,548RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$41,714,181TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$41,318,229TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$131,693OtherExpensesIncludedAmt
Expenses Not Reported$131,693ExpensesNotReportedAmt
Expenses Subtotal$41,186,536ExpensesSubtotalAmt
Investment Expenses Not Incld2$52,771InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$2,415,000OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$2,467,771ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$43,654,307TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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, 2013.
PART XI, LINE 2D - OTHER ADJUSTMENTS:NET RENTAL INCOME 121,814.
PART XI, LINE 4B - OTHER ADJUSTMENTS:TPA REVENUE NETTED 2,421,750. GAIN ON SALE OF ASSETS 69,027.
PART XII, LINE 2D - OTHER ADJUSTMENTS:NONDEDUCTIBLE MEALS AND ENTERTAINMENT 545. BOOK/TAX DEPRECIATION DIFFERENCE 9,334. NET RENTAL INCOME 121,814.
PART XII, LINE 4B - OTHER ADJUSTMENTS:TPA REVENUE NETTED 2,415,000.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JOHN FARRISH
UNION TRUSTEE$0$127,726$0$0$0$0$0$23,963$0$13,093$0$164,782$0$0
MICHAEL M MCCALL
EXEC DIRECTOR$187,035$0$0$0$0$0$23,963$0$13,094$0$224,092$0$0$0

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (6 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
W ROBERT DAVIDSON
TRUSTEE PENSION, WEA$1,141,916TRUSTEE REPRESENTS ENTITY (YRC) THAT PAYS INTO THE FUND0
KENNETH CHISM
TRUSTEE PENSION, WEATRUSTEE REPRESENTS ENTITY (LOCAL 322) THAT PAYS INTO THE FUND0
WILLIAM A NATIONS
TRUSTEE PENSION$1,069,975TRUSTEE REPRESENTS ENTITY (ABF) THAT PAYS INTO THE FUND0
JOHN FARRISH
TRUSTEE PENSIONTRUSTEE REPRESENTS ENTITY (LOCAL 29) THAT PAYS INTO THE FUND0
WILLIAM STRICKLAND
TRUSTEE PENSION$24,761,770TRUSTEE REPRESENTS ENTITY (UPS) THAT PAYS INTO THE FUND0
JAMES R SMITH
TRUSTEE PENSIONTRUSTEE REPRESENTS ENTITY (LOCAL 592) THAT PAYS INTO THE FUND0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BEFORE 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 12CANNUALLY TRUSTEES AND OTHER INDIVIDUALS COMPLETE A QUESTIONNAIRE REGARDING COMPLIANCE WITH CONFLICTS POLICY
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION 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 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE VIA ITS WEBSITE, CONFLICT OF INTEREST POLICY IS NOT AVAILABLE, FINANCIALS ARE AVAILABLE TO PARTICIPANTS UNDER WRITTEN REQUEST.
FORM 990, PART XI, LINE 9:NET RENTAL INCOME 121,814. TPA REVENUE NETTED -2,421,750. GAIN ON SALE OF ASSETS -69,027. NONDEDUCTIBLE MEALS AND ENTERTAINMENT -545. NET RENTAL INCOME -121,814. BOOK VS TAX DEPRECIATION -9,334. TPA REVENUE NETTED 2,415,000.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
TEAMSTERS JOINT COUNCIL NO 83 OF VA PENSION FUND
8814 FARGO ROADRICHMONDVA23229546097996PENSION FUNDVA401 (A)0
TEAMSTERS LOCAL 101
105 N MAIN STREETHOPWELLVA23860540853998LOCAL UNIONVA0
TEAMSTERS LOCAL 171
2550 W MAIN STREETSALEMVA24153540325986LOCAL UNIONVA0
TEAMSTERS LOCAL 22
97 BELMONT STREETCOLLINSVILLEVA24078540719311LOCAL UNIONVA0
TEAMSTERS LOCAL 29
12 CEDAR PARK LANEVERONAVA24482540739139LOCAL UNIONVA0
TEAMSTERS LOCAL 322
3705 CAROLINA AVERICHMONDVA23222540406217LOCAL UNIONVA0
TEAMSTERS LOCAL 592
3705 CAROLINA AVERICHMONDVA23222540212118LOCAL UNIONVA0
TEAMSTERS LOCAL 822
PO BOX 12673NORFOLKVA23541540201728LOCAL UNIONVA0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (24 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1OwnershipOwnershipPct
TEAMSTERS JT COUNCIL 83 OF VA EXCESS
8814 FARGO ROAD SUITE 200RICHMONDVA23229546459815EXCESS BENEFITSVAT0
WEST END ADMINISTRATORS INC
8814 FARGO ROAD SUITE 200RICHMONDVA23229263901926TPAVACYes (1)TEAMSTERS JOINT COUNCIL NO 83 OF VIRGINIA H&W FUND0.75000
ABF
PO BOX 10048FORT SMITHAR72917710249444TRUCKINGARC0
ACME PAPER
PO BOX 422SAVAGEMD20763520748849TRUCKINGMDC0
ALLIED BUILDING
15 E UNION AVEE RUTHORFORDNJ07073221729463BLDG MATERIALSNJC0
ARAMARK REFRESHMENTS
1301 OLIVER HILL ROADRICHMONDVA23219231673482VENDINGVAC0
ARAMARK UNIFORM
115 NORTH FIRST STREETBURBANKCA91502953082883LAUNDRYCAC0
BEINS & AXELROD
1625 MASSACHUSETTS AVEWASHINGTONDC20036521713905LEGALDCC0
INTERSTATE BRANDS
12 EAST ARMOUR BLVDKANSAS CITYMO64106440296705FOOD PROCEMOC0
JACK COOPER TRANSPORT
1100 WALNUT STREET STE 2400KANSAS CITYMO64106730493030TRUCKINGMOC0
KELLOGG SNACK
67 W MICHIGAN AVEBATTLE CREEKMI49016200329186VENDINGMIC0
NATIONAL FRUIT
PO BOX 2040WINCHESTERVA22604540315385FOOD PROCEVAC0
PCI OF VIRGINIA
5000 DEEPWATER TERMINAL ROADRICHMONDVA23234271311943TRUCKINGVAC0
PENSKE TRUCK LEASING
PO BOX 563READINGPA19603232518618TRUCKINGPAC0
PRAXAIR
175 EAST PARK DRIVETONAWANDANY14150061259050TRUCKINGCTC0
SCHWERMAN
PO BOX 1601MILWAUKEEWI53201390767397TRUCKINGWIC0
SENTINEL
1301 BELLWOOD ROADRICHMONDVA23237510392463TRUCKINGVAC0
SHENADOAH'S PRIDE
PO BOX 120MT CRAWFORDVA23241742952858DAIRYVAC0
UPS
100 EAST CAMPUSVIEW DRIVECOLUMBUSVA43235362407381TRUCKINGGAC0
VALLEY MILK
PO BOX 271STRASBURGVA22657541959730FOOD PROCEVAC0
VIRGINIA MIRROR
PO BOX 5431MARTINSVILLEVA24115540420100MIRRORVAC0
WHITE WAVE FOODS
6364 SOUTH VALLEY PIKEMT CRAWFORDVA22841722218815FOOD PROCECOC0
YRC
100900 ROE VEOVERLAND PARKKS66211340492670TRUCKINGKSC0
ALLIED SYSTEMS
2302 PARKLAKE DRIVEATLANTAGA30345581710028TRUCKINGGAC0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
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 OrgYes (1)AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
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 OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
TJC NO 83 OF VA PENSION FUND
Q$79,403CASH
WEST END ADMIN
A$114,276CASH
WEST END ADMIN
Q$2,287,562CASH
WEST END ADMIN
M$2,415,000CASH
WEST END ADMIN
H$155,304CASH