2014-06-18T18:02:39-05:00 2013-11-30 542189926 Henningfield & Associates Inc 27913 Smyth Drive Valencia CA 91355 990 2012-12-01 866052021 SOUTHWESTERN TEAMSTERS' SECURITY FUND SOUT 6022493582 2400 W DUNLAP AVENUE PHOENIX AZ 85021 FRANK MENDOZA 6022493582 2014-06-11 1 RANDY D HENNINGFIELD P01364367 6612953363 2012 2015-11-30 17:44:51Z ANDREW MARSHALL 1450 S 27 AVENUE PHOENIX AZ 85009 33731498 0 X N/A X 1950 AZ HEALTH & WELFARE BENEFITS PROVIDED TO MEMBERS WHO ARE COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN UNION AND EMPLOYERS. 5 5 0 0 0 0 0 0 26951938 26544494 387153 511693 0 0 27339091 27056187 0 0 25421669 23066938 32178 36064 0 0 0 2346223 2420102 27800070 25523104 -460979 1533083 12529284 15152365 3076097 4366573 9453187 10785792 HEALTH & WELFARE BENEFITS PROVIDED TO MEMBERS WHO ARE COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN UNION AND EMPLOYERS. 0 0 23066938 HEALTH & WELFARE BENEFITS PROVIDED TO MEMBERS WHO ARE COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN UNION AND EMPLOYERS. 23066938 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 2068 0 1 0 0 0 0 0 0 0 X 5 5 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AZ X SOUTHWEST SERVICE ADMINISTRATORS 6022493582 2400 W DUNLAP AVENUE 250 PHOENIZ AZ 85021 X STUART MARCUS 4.00 X 0 0 0 DOUGLAS RUYGROK 4.00 X 0 0 0 ANDREW MARSHALL 4.00 X 0 0 0 FRANK MENDOZA 4.00 X 0 0 0 KARLA SCHUMANN 4.00 X 0 0 0 0 0 0 0 0 0 0 SOUTHWEST SERVICE ADMINISTRATORS 2400 W DUNLAP AVE STE 250 PHOENIX AZ 85021 CONTRACT ADMINISTRATOR 778460 BLUE CROSS BLUE SHIELD 2400 W DUNLAP AVE STE 250 PHOENIX AZ 85021 COST CONTAINMENT FEES 433272 PATIENTS CARE PARTNERSHIPS LLC 2400 W DUNLAP AVE STE 250 PHOENIX AZ 85021 OTHER INSURANCE WRAP UP FEES 430459 PRESCRIPTION SOLUTIONS 2400 W DUNLAP AVE STE 250 PHOENIX AZ 85021 ADMINISTRATION - PRESCRIPTION 125931 MINES AND ASSOCIATES 10367 W CENTENNIAL RD STE 100 LITTLETON CO 80127 COST CONTAINMENT FEES 123753 5 EMPLOYER CONTRIB 480000 25834338 25834338 PARTICIPANT CONTRIB 480000 710116 710116 LITIGATION SETTLEMENT 480000 40 40 26544494 329780 329780 6857224 6675311 181913 181913 181913 27056187 26544494 0 511693 23066938 23066938 36064 36064 778460 778460 84261 84261 24195 24195 31959 31959 93139 93139 9698 9698 14230 14230 COST CONTAINMENT FEES 1092800 1092800 ADMINISTRATION - RX 125931 125931 CONSULTANTS 92147 92147 ADMINISTRATION - VISION 25788 25788 47494 47494 25523104 23066938 2456166 0 484412 675150 667309 2649980 155210 1075194 11602 9533 11210751 10742508 12529284 15152365 144097 1194873 2932000 3171700 3076097 4366573 X 0 0 0 0 9453187 10785792 9453187 10785792 12529284 15152365 1533083 -200478 0 X 0 1 X 1 0 0 CLAIMS PAYABLE AND IBNR 3171700 3171700 26823750 -200478 -200478 27024228 31959 31959 27056187 25251445 0 25251445 31959 239700 271659 25523104 Part XII, Line 4b - Other Adjustments: CHANGES IN CLAIMS PAYABLE AND IBNR Form 990, Part VI, Section A, line 3 THE TRUSTEES HAVE CONTRACTED WITH A THIRD PARTY ADMINISTRATOR TO PERFORM THE EVERYDAY ADMINISTRATION OF THE FUND. Form 990, Part VI, Section B, line 11 A COPY OF FORM 990 WAS PRESENTED TO THE TRUSTEES FOR REVIEW AND SIGNATURES. Form 990, Part VI, Section B, line 12c MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY IS APPROVED ANNUALLY AT BOARD OF TRUSTEES MEETING. Form 990, Part VI, Section C, line 19 SUMMARY ANNUAL REPORTS ARE PROVIDED TO ALL PARTICIPANTS ANNUALLY. SPDS ARE AVAILABLE VIA WEBSITE AND FROM THE ADMINISTRATOR UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC BY REQUEST OF THE DOL OR ADMINISTRATION. Contact Addresses for Officers, Directors, Etc Form 990, Part VII STUART MARCUS - 20227 N 27TH AVENUE, PHOENIX, AZ 85027. DOUGLAS RUYGROK - 618 MICHILLINDA AVENUE, ARCADIA, CA XXX-XX-XXXX. ANDREW MARSHALL - 1450 S. 27 AVENUE, PHOENIX, AZ 85009. FRANK MENDOZA - 1450 S. 27 AVENUE, PHOENIX, AZ 85009. KARLA SCHUMANN - 1450 S. 27 AVENUE, PHOENIX, AZ 85009. ALLIANCE BEVERAGE DISTRIBUTING CO LLC 1115 N 47TH AVE PHOENIX AZ 85043 860933201 SALES AND DISTRIBUTION OF ALCOHOLIC BEVERAGES AZ C 0 ARIZONA STATE AFL-CIO 3117 N 16TH STREET STE 200 PHOENIX AZ 85016 866053031 LABOR MOVEMENT AZ C 0 ATLAS LOGISTICS GROUP RETAIL SERVICES 500 W 99TH AVENUE TOLLESON AZ 85353 271976487 WAREHOUSING AZ C 0 BAKER COMMODITIES INC 3602 W ELWOOD STREET PHOENIX AZ 85009 952137748 RECYCLING AZ C 0 CALIPORTLAND COMPANY 2400 N CENTRAL AVE STE 301 PHOENIX AZ 85004 950597220 CONTRETE, SAND AND GRAVEL PRODUCTION AZ C 0 CALMAT CO VULCAN MATERIALS 500 N BRAND BLVD STE 500 GLENDALE CA 91203 950645790 CONSTRUCTION MATERIALS AL C 0 CENTURY MATERIALS INC 100 S PRICE ROAD TEMPE AZ 85281 860431562 TRANSPORTATION & EQUIPMENT MAINTENANCE FOR CONSTRUCTION AZ C 0 THE HERTZ CORPORATION 225 BRAE BLVD PARK RIDGE NJ 07656 131938568 RENTAL OF PASSENGER VEHICLES NJ C 0 INTERSTATE BRANDS 12 E ARMOUR BLVD KANSAS CITY MO 64111 440296705 FOOD MANUFACTURER TX C 0 KELLOGG COMPANY ONE KELLOGG SQUARE BATTLE CREEK MI 49017 380710690 MANUFACTURING MI C 0 MARTENS HEAVY EQUIPMENT REPAIR LLC 4385 N BAKER DRIVE KINGMAN AZ 86409 274369965 REPAIR, SERVICE AND TRANSPORT - TRUCKS AND HEAVY EQUIPMENT AZ S 0 MISSION LINEN SUPPLY 702 E MONTECITO ST SANTA BARABARA CA 93103 951942549 TEXTILE RENTAL SERVICE CA S 0 CLINTON CAMPBELL CONTR INC PHOENIX BRICK YARD 1814 S 7TH AVE PHOENIX AZ 85007 860010120 CLAY BRICK DISTRIBUTOR AZ C 0 RELIANCE STEEL & ALUMINUM CO 350 S GRAND AVE STE 5100 LOS ANGELES CA 90071 951142616 METAL DISTRIBUTOR CA C 0 RUAN TRANSPORT CORPORATION 666 GRAND AVE DES MOINES IA 50309 420619339 TRANSPORTATION - HAULING OF GOODS IA C 0 SAFEWAY INC 5918 STONERIDGE MALL ROAD PLEASANTON CA 94588 943019135 RETAIL CA C 0 EARTHGRAINS BAKING COMPANIES INC SARA LEE BAKERY 225 STEWART ROAD HANOVER TWP PA 18706 710051040 MANUFACTURING PA C 0 SMITH PIPE AND STEEL COMPANY 735 N 19TH AVE PHOENIX AZ 85009 860351813 STEEL SERVICE CENTER AZ C 0 STAKER AND PARSON CO 2350 SO 1900 WEST OGDEN UT 84401 870674587 CONSTRUCTION, CONCRETE, PAVING UT C 0 PROFESSIONAL TRANSIT MANAGEMENT OF TICSON INC SUN TRAN 3920 N SUN TRAN BLVD TUCSON AZ 85705 311654328 CITY BUSY SYSTEM AZ C 0 SYSCO ARIZONA INC 611 SO 80TH AVE TOLLESON AZ 85353 760254397 WHOLESALE FOOD DISTRIBUTOR AZ C 0 T PAC A DIVISION OF KIEWIT WESTERN 12720 I STREET OMAHA NE 68137 470640264 CONSTRUCTION NE C 0 UNITED DAIRYMEN OF ARIZONA 2008 S HARDTY DR TEMPE AZ 85282 860098125 TRANSPORTATION AND MANUFACTURING OF DAIRY PRODUCTS AZ C 0 VEOLIA TRANSPORTATION SERVICES 2225 N LOWER BUCKEYE ROAD PHOENIX AZ 85009 521493194 CITY BUSY SYSTEM AZ C 0 YOUNG'S MARKET CO OF ARIZONA 624 N 44TH AVE PHOENIX AZ 85043 452501820 WINE AND SPIRITS DISTRIBUTION AZ C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0