2014-11-10T07:55:19-06:00 2013-12-31 208078757 SALTER & COMPANY LLC 4600 EAST-WEST HIGHWAY SUITE 300 BETHESDA MD 208143415 990 2013-01-01 530209136 TEAMSTERS LOCAL 639-EMPLOYERS HEALTH TRUST FUND TEAM 2026368181 3130 AMES PLACE NE WASHINGTON DC 20018 THOMAS RATLIFF TRUSTEE 2026368181 2014-11-07 1 JOSEPH M HERISHEN CPA P00361968 3018307400 2014-11-10 X 2013 2015-11-30 17:44:51Z THOMAS RATLIFF 3130 AMES PLACE NE WASHINGTON DC 20018 79407263 0 X N/A X 1952 DC SEE SCHEDULE O 8 0 0 0 0 0 0 0 43274311 41414689 6118789 4791799 7086 325 49400186 46206813 0 0 32734695 34183662 24000 24000 0 0 0 3320507 3344406 36079202 37552068 13320984 8654745 105525107 117588920 317932 134476 105207175 117454444 TO PROVIDE COVERAGE FOR HOSPITALIZATION, MEDICAL BENEFITS, MENTAL HEALTH BENEFITS, DISABILITY INCOME, DEATH BENEFITS, PRESCRIPTION DRUGS, DISEASE CASE MANAGEMENT, DENTAL, AND VISION CARE BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 PAYMENT OF MEDICAL AND OTHER BENEFITS TO OR FOR ITS PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 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 0 0 0 0 0 0 0 0 0 X 8 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 1 0 0 0 X ZENITH AMERICAN SOLUTIONS 2026368181 3130 AMES PLACE NE WASHINGTON DC 20018 ERIC D WEISS CHAIRMAN-EMPLOYER 2.00 2.00 X 12000 20490 0 MICHAEL BULL TRUSTEE-EMPLOYER 2.00 X 12000 0 0 THOMAS RATLIFF SECRETARY-UNION 2.00 40.00 X 0 118823 31938 FRANK W STEGMAN TRUSTEE-EMPLOYER 2.00 2.00 X 0 20490 0 ANTHONY SMITH TRUSTEE-UNION 2.00 40.00 X 0 101848 31938 JOHN GIBSON TRUSTEE-UNION 2.00 40.00 X 0 110336 31938 PHILIP GILES TRUSTEE-UNION 2.00 40.00 X 0 101848 31938 RAYMOND HOWARD TRUSTEE-EMPLOYER 2.00 X 0 0 0 24000 473835 127752 0 0 1 0 CIGNA 900 COTTAGE GROVE ROAD BLOOMFIELD CT 06002 CLAIMS PROCESSING 1038447 ZENITH AMERICAN SOLUTIONS 10440 LITTLE PATUXENT PKWY COLUMBIA MD 21044 THIRD PARTY ADMIN. 932882 MORGAN LEWIS ET AL 1111 PENNSYLVANIA AVENUE NW WASHINGTON DC 20004 LEGAL SERVICES 218789 AMERICAN REALTY ADVISORS 801 N BRAND BLVD GLENDALE CA 91203 INVESTMENT MANAGMENT 160935 MOONEYGREENSAINDONMURPHY&WELCH 1920 L STREET WASHINGTON DC 20036 LEGAL SERVICES 154175 7 CONTRIBUTIONS-EMPLOYERS 525100 41169347 41169347 CONTRIBUTIONS-PARTICIPANTS 525100 245342 245342 41414689 2867952 2867952 35124297 33200450 1923847 1923847 1923847 SECURITY LITIGATION PROCEEDS 900099 325 325 325 46206813 41415014 0 4791799 34183662 24000 932882 372964 48833 394215 138957 190944 4020 30357 NETWORK PPO FEES 1038447 MENTAL HEALTH ADMIN. FE 146355 BANK FEES 37357 PCORI FEE 9075 37552068 -982202 -1248705 8091204 11477047 4536392 4587615 64181138 69354360 29022629 32233808 675946 1184795 105525107 117588920 317932 134476 317932 134476 X 105207175 117454444 0 0 0 0 105207175 117454444 105525107 117588920 8654745 3592524 0 X X 0 1 X 1 0 0 LIMITED PARTNERSHIP 16769413 F REAL ESTATE FUND 15464395 F 32233808 X 49417622 3592524 -381715 3210809 46206813 0 46206813 37170353 0 37170353 381715 381715 37552068 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. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2010. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT EXPENSES -381,715. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES 381,715. 0 0 0 THOMAS RATLIFF SECRETARY-UNION 0 118823 0 0 0 0 0 18564 0 13374 0 150761 0 0 FORM 990, PART I, LINE 1 TO PROVIDE HEALTH & WELFARE INSURANCE BENEFITS TO EMPLOYEES (AND THEIR ELIGIBLE DEPENDENTS) OF CONTRIBUTING EMPLOYERS WHO ARE REPRESENTED BY THE PARTICIPATING LOCAL UNION. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 HAS BEEN PROVIDED TO THE FUND'S ADMINISTRATOR TO BE DISTRIBUTED TO THE FUND'S BOARD OF TRUSTEES PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FUND IS SUBJECT TO THE REQUIREMENTS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT, AS AMENDED 1974 ("ERISA"), INCLUDING THE STATUTE'S FIDUCIARY STANDARDS AND PROHIBITED TRANSACTION PROVISIONS, WHICH TOGETHER CONSTITUTE THE FUND'S CONFLICT OF INTEREST POLICY. THE BOARD OF TRUSTEES, ALONG WITH THE VARIOUS FUND PROFESSIONALS' ASSISTANCE, MONITOR AND ENFORCE THE FUND'S COMPLIANCE WITH ERISA AND ALSO THE INTERNAL REVENUE CODE. FORM 990, PART VI, SECTION C, LINE 19 THE FUND'S ANNUAL FINANCIAL DISCLOSURE STATEMENT, THE FORM 5500, IS AVAILABLE FOR PUBLIC INSPECTION THROUGH CERTAIN WEBSITES, INCLUDING BUT NOT LIMITED TO, THE UNITED STATES DEPARTMENT OF LABOR'S FORM 5500 FILING SEARCH AND FREEERISA. THE FUND MAKES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS, BENEFICIARIES, THE SPONSORING UNION, AND CONTRIBUTING EMPLOYERS AS REQUIRED BY ERISA. ERISA DOES NOT REQUIRE THE FUND TO MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC AND THE FUND DOES NOT DO SO. FORM 990, PART XII, LINE 2C: NO CHANGE HAS OCCURRED FROM THE PRIOR YEAR. TEAMSTERS LOCAL 639 EMPLOYERS PENSION TRUST FUND TEAMSTERS LOCAL 639 LEGAL SERVICES FUND TEAMSTERS LOCAL 639 ABF FREIGHT ADVANTAGE CONF & EXPO ALLIANCE EXPOSITION SERVICES ALUMA SYSTEMS CONCRETE ARATA EXPOSITIONS BOILER & FURNACE BREDE WASHINGTON CLARK CONSTRUCTION COLLINGTON SERVICE COVERT AFFAIRS CRANE RENTAL DRIVERS CHAUFFEURS DULLES TRANSIT PARTNERS EL GARDNER ENTERTAINMENT PARTNERS EXPO LABOR PROS FREEMAN DECORATING GALLIHER & HUGUELY GES EXPOSITION SERVICE GIANT FOOD GMMB GREEN FESTIVALS INC HARGROVE INC HARLAN FILMS LLC HENKLES & MCCOY INC HERITAGE EXPO HUTCHINSON INTERNATIONAL INTERSTATE BRANDS(HOSTESS) JJ TAYLOR LAMAR & WALLACE L B M MARTIN-BROWER MARVA MAID MDVA MILK PRODUCERS MERIT CONCRETE METRO MECHANICAL METROPOLITAN POULTRY MICHELS MONDELEZ INTERNATIONAL NEXXTSHOW NOLAND NPI PRODUCTION SERVICES OTTENBERG'S BAKER PICROW INC (ALPHA HOUSE) PIERCE ASSOCIATES POTOMAC DISPOSAL SERVICE FREEDMAN & SON REPUBLIC NATIONAL DISTRIBUTING CO SAFEWAY STORES SECURITY STORAGE SHEENAN PIPE LINE SHENANDOAH'S PRIDE SHEPARD EXPOSITION SILVER HILL MATERIAL SILVER HILL AGGREGATES LTD SMOKESTACK PRODUCTIONS STROMBERG SUPER CONCRETE THINKFILM INC TRAX INTERNATIONAL 21ST CENTURY TWP ENTERPRISES TRAVEL COURTS INC US PIPELINE INC UPS VEOLIA TRANSPORTATION VISTA CONVENTION SERVICES VITA RAY PRODUCTIONS WASHINGTON WHOLESALE WHITE HOUSE DOWN PRODUCTIONS WOODRIDGE PRODUCTIONS (ET) YRC WORLDWIDE JOINT BOARD OF TRUSTEES LOCAL 639 EMPLOYERS HEALTH 3130 AMES PL NE WASHINGTON DC 20018 530209136 PLAN SPONSOR DC N/A 0 ZENITH AMERICAN SOLUTIONS 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1