TEAMSTERS JOINT COUNCIL-83 OF VIRGINIA HEALTH & WELFARE INSURANC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- TEAMSTERS JOINT COUNCIL-83 OF VIRGINIA HEALTH & WELFARE INSURANC (EIN 54-0556299)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-13
- IRS object ID
- 201313179349302896
- Schema version
- 2012v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-13T13:29:39-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208078757 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALTER & COMPANY LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 EAST-WEST HIGHWAY SUITE 300 | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 208143415 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540556299 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEAMSTERS JOINT COUNCIL NO 83 OF | BusinessNameLine1 |
| Business Name Line2 | VIRGINIA HEALTH & WELFARE FUND | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TEAM | NameControl |
| Phone | 8042823131 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8814 FARGO ROAD NO 200 | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 232294673 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL MCCALL | Name |
| Title | ADMINISTRATOR FOR THE TRUSTEES | Title |
| Phone | 8042823131 | Phone |
| Date Signed | 2013-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH M HERISHEN CPA | Name |
| PTIN | P00361968 | PTIN |
| Phone | 3018307400 | Phone |
| Date Prepared | 2013-11-13 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MICHAEL M MCCALL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8814 FARGO ROAD | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 232294673 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 100586850 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.TJC83FUNDS.ORG | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1952 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 30 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 2561250 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -5998 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 37600700 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 36760231 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1972332 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4317315 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2587229 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2759640 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 42160261 | TotalRevenuePriorYear |
| Total Revenue Current Year | 43837186 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 30710659 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 33738682 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2598076 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2765178 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5746710 | OtherExpensePriorYear |
| Other Expenses Current Year | 5654378 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 39055445 | TotalExpensesPriorYear |
| Total Expenses Current Year | 42158238 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3104816 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1678948 | RevenuesLessExpensesCY |
| Total Assets BOY | 67361260 | TotalAssetsBOY |
| Total Assets EOY | 70047678 | TotalAssetsEOY |
| Total Liabilities BOY | 2017008 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2507234 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 65344252 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 67540444 | NetAssetsOrFundBalancesEOY |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | ADMINISTER AND PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND ELIGIBLE DEPENDENTS COVERED BY APPLICABLE COLLECTIVE BARGAINING AND PARTICIPATION AGREEMENTS. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 899 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 30 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST END ADMINISTRATORS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8042823131 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8814 FARGO ROAD STE 200 | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23229 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (8 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per Week RelatedAverageHoursPerWeekRelated | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| WILLIAM STRICKLAND | ||||||||
| EMPLOYER TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| W ROBERT DAVIDSON | ||||||||
| EMPLOYER TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM A NATIONS | ||||||||
| EMPLOYER TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOHN FARRISH | ||||||||
| UNION TRUSTEE | 1.00 | X | 0 | 111297 | 34976 | 63.00 | ||
| JAMES R SMITH | ||||||||
| UNION TRUSTEE | 1.00 | X | 0 | 98253 | 34976 | 40.00 | ||
| KENNETH CHISM | ||||||||
| UNION TRUSTEE | 1.00 | X | 0 | 104681 | 34976 | 60.00 | ||
| MICHAEL M MCCALL | ||||||||
| EXEC DIRECTOR | 35.00 | 189874 | 0 | 34976 | X | |||
| MATTHEW COHN | ||||||||
| DIRECTOR OF FINANCE | 35.00 | 104978 | 0 | 34976 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 294852 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 314231 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 174880 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| WEST END ADMINISTRATORS | |||||
| 8814 FARGO ROAD | RICHMOND | VA | 23229 | TPA | 2554500 |
| HEALTH CARE SERVICE CORPORATION | |||||
| 300 EAST RANDOLPH | CHICAGO | IL | 60601 | PPO NETWORK | 2034406 |
| SHPS INC (CAREWISE HEALTH) | |||||
| DEPARTMENT 8101 | CAROL STREAM | IL | 60122 | DISEASE MGT | 338641 |
| THE SEGAL COMPANY | |||||
| CHURCH STREET STATION | NEW YORK | NY | 10261 | ACTUARY | 211423 |
| DAVIS & KIRBY | |||||
| 1108 WYTESTONE PLACE | RICHMOND | VA | 23219 | ATTORNEY | 118003 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PARTICIPANT EMPLOYER C | 525100 | 34976861 | 34976861 |
| VOLUNTARY EMPLOYEE CONTRIBUTION | 525100 | 1783370 | 1783370 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 36760231 | TotalProgramServiceRevenue |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 923390 | TotalRevenueColumn |
| Related Or Exempt Function Income | 923390 | RelatedOrExemptFunctionIncome |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 220527 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 92433 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 128094 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 128094 | TotalRevenueColumn |
| Exclusion | $128,094 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 60051156 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 56657231 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3393925 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3393925 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3393925 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| TPA REVENUE | 561000 | 2561250 | 2561250 | |
| EMPLOYER INTEREST ASSESMENTS | 561000 | 59993 | 59993 | |
| EXTRAORDINARY ITEM - BAKERY MERGE | 561000 | 10303 | 10303 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2631546 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 43837186 | TotalRevenueColumn |
| Related Or Exempt Function Income | 41147842 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 2561250 | UnrelatedBusinessRevenue |
| Exclusion | $128,094 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33738682 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 224851 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1503273 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 575083 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 335015 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126956 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2554500 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145850 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101250 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57635 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2503578 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145294 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107124 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83649 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21022 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17891 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 243828 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71435 | Total |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| ACTUARIES | 205968 |
| OTHER EXPENSES | 82970 |
| EMPLOYEE LEASING | -687616 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42158238 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 437325 | BOY |
| EOY | 500797 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5188161 | BOY |
| EOY | 3469786 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3401676 | BOY |
| EOY | 3197136 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52458 | BOY |
| EOY | 61814 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3316703 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1969612 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1500673 | BOY |
| EOY | 1347091 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56780967 | BOY |
| EOY | 61471054 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67361260 | BOY |
| EOY | 70047678 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2017008 | BOY |
| EOY | 2507234 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2017008 | BOY |
| EOY | 2507234 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65344252 | BOY |
| EOY | 67540444 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65344252 | BOY |
| EOY | 67540444 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67361260 | BOY |
| EOY | 70047678 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1678948 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 497612 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 19632 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 92370 | OtherCostOrOtherBasis |
| Book Value | 92370 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2485410 | OtherCostOrOtherBasis |
| Depreciation | 1465521 | Depreciation |
| Book Value | 1019889 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 738923 | OtherCostOrOtherBasis |
| Depreciation | 504091 | Depreciation |
| Book Value | 234832 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1347091 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| CF DV NON-SL STOCK INDEX | 21527498 | F |
| CF DV NSL INT CR BOND INDEX FND | 20133921 | F |
| CF DV NON-SL AGG BOND INDEX FUND | 19809635 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 61471054 | TotalOfBookValueSecurities |
| Tot Revenue Etc Audited Fincl Stmt | 41808346 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 497612 | NetUnrealizedGainsInvestments |
| Other Revenues | 92433 | OtherRevenues |
| Revenue Not Rptd F990 | 590045 | RevenueNotRptdF990 |
| Revenue Subtotal | 41218301 | RevenueSubtotal |
| Investment Expenses Not Included | 57635 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 2561250 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2618885 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 43837186 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 39612154 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 93716 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 93716 | ExpensesNotRptdF990 |
| Expenses Subtotal | 39518438 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 57635 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 2582165 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2639800 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 42158238 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | NET RENTAL INCOME 92,433. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | TPA REVENUE NETTED 2,561,250. EXTRAORDINARY ITEM - BAKERY FUND |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | NONDEDUCTIBLE MEALS AND ENTERTAINMENT 758. BOOK/TAX DEPRECIATION DIFFERENCE 92,433. CHARITABLE EXPENSE 525. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TPA REVENUE NETTED 2,561,250. NET RENTAL INCOME 20,915. |
| P 1 86 14 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MICHAEL M MCCALL | NamePerson |
| Title | EXEC DIRECTOR | Title |
| Base Compensation Filing Org | 189874 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 34976 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 224850 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (6 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| W ROBERT DAVIDSON | |||
| TRUSTEE PENSION, WEA | 1078638 | TRUSTEE REPRESENTS ENTITY (YRC) THAT PAYS INTO THE FUND | 0 |
| KENNETH CHISM | |||
| TRUSTEE PENSION, WEA | TRUSTEE REPRESENTS ENTITY (LOCAL 322) THAT PAYS INTO THE FUND | 0 | |
| WILLIAM A NATIONS | |||
| TRUSTEE PENSION | 1021290 | TRUSTEE REPRESENTS ENTITY (ABF) THAT PAYS INTO THE FUND | 0 |
| JOHN FARRISH | |||
| TRUSTEE PENSION | TRUSTEE REPRESENTS ENTITY (LOCAL 29) THAT PAYS INTO THE FUND | 0 | |
| WILLIAM STRICKLAND | |||
| TRUSTEE PENSION | 24675469 | TRUSTEE REPRESENTS ENTITY (UPS) THAT PAYS INTO THE FUND | 0 |
| JAMES R SMITH | |||
| TRUSTEE PENSION | TRUSTEE REPRESENTS ENTITY (LOCAL 592) THAT PAYS INTO THE FUND | 0 | |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | BEFORE 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 12C | ANNUALLY TRUSTEES AND OTHER INDIVIDUALS COMPLETE A QUESTIONNAIRE REGARDING COMPLIANCE WITH CONFLICTS POLICY | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION 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 19 | THE 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: | NONDEDUCTIBLE MEALS AND ENTERTAINMENT -758. BOOK/TAX DEPRECIATION DIFFERENCE 20,915. CHARITABLE EXPENSE -525. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|
| TEAMSTERS JOINT COUNCIL NO 83 OF VA PENSION FUND | ||||||||
| 8814 FARGO ROAD | RICHMOND | VA | 23229 | 546097996 | PENSION FUND | VA | 401 (A) | 0 |
| TEAMSTERS LOCAL 101 | ||||||||
| 105 N MAIN STREET | HOPWELL | VA | 23860 | 540853998 | LOCAL UNION | VA | 0 | |
| TEAMSTERS LOCAL 171 | ||||||||
| 2550 W MAIN STREET | SALEM | VA | 24153 | 540325986 | LOCAL UNION | VA | 0 | |
| TEAMSTERS LOCAL 22 | ||||||||
| 97 BELMONT STREET | COLLINSVILLE | VA | 24078 | 540719311 | LOCAL UNION | VA | 0 | |
| TEAMSTERS LOCAL 29 | ||||||||
| 12 CEDAR PARK LANE | VERONA | VA | 24482 | 540739139 | LOCAL UNION | VA | 0 | |
| TEAMSTERS LOCAL 322 | ||||||||
| 3705 CAROLINA AVE | RICHMOND | VA | 23222 | 540406217 | LOCAL UNION | VA | 0 | |
| TEAMSTERS LOCAL 592 | ||||||||
| 3705 CAROLINA AVE | RICHMOND | VA | 23222 | 540212118 | LOCAL UNION | VA | 0 | |
| TEAMSTERS LOCAL 822 | ||||||||
| PO BOX 12673 | NORFOLK | VA | 23541 | 540201728 | LOCAL UNION | VA | 0 | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (24 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Type Of EntityTypeOfEntity | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TEAMSTERS JT COUNCIL 83 OF VA EXCESS | ||||||||||||
| 8814 FARGO ROAD SUITE 200 | RICHMOND | VA | 23229 | 546459815 | EXCESS BENEFITS | VA | T | 0 | ||||
| WEST END ADMINISTRATORS INC | ||||||||||||
| 8814 FARGO ROAD SUITE 200 | RICHMOND | VA | 23229 | 263901926 | TPA | VA | C | 1 | TEAMSTERS JOINT COUNCIL NO 83 OF VIRGINIA H&W FUND | 2561250 | 757214 | 0.75000 |
| ABF | ||||||||||||
| PO BOX 10048 | FORT SMITH | AR | 72917 | 710249444 | TRUCKING | AR | C | 0 | ||||
| ACME PAPER | ||||||||||||
| PO BOX 422 | SAVAGE | MD | 20763 | 520748849 | TRUCKING | MD | C | 0 | ||||
| ALLIED BUILDING | ||||||||||||
| 15 E UNION AVE | E RUTHORFORD | NJ | 07073 | 221729463 | BLDG MATERIALS | NJ | C | 0 | ||||
| ARAMARK REFRESHMENTS | ||||||||||||
| 1301 OLIVER HILL ROAD | RICHMOND | VA | 23219 | 231673482 | VENDING | VA | C | 0 | ||||
| ARAMARK UNIFORM | ||||||||||||
| 115 NORTH FIRST STREET | BURBANK | CA | 91502 | 953082883 | LAUNDRY | CA | C | 0 | ||||
| BEINS & AXELROD | ||||||||||||
| 1625 MASSACHUSETTS AVE | WASHINGTON | DC | 20036 | 521713905 | LEGAL | DC | C | 0 | ||||
| INTERSTATE BRANDS | ||||||||||||
| 12 EAST ARMOUR BLVD | KANSAS CITY | MO | 64106 | 440296705 | FOOD PROCE | MO | C | 0 | ||||
| JACK COOPER TRANSPORT | ||||||||||||
| 1100 WALNUT STREET STE 2400 | KANSAS CITY | MO | 64106 | 730493030 | TRUCKING | MO | C | 0 | ||||
| KELLOGG SNACK | ||||||||||||
| 67 W MICHIGAN AVE | BATTLE CREEK | MI | 49016 | 200329186 | VENDING | MI | C | 0 | ||||
| NATIONAL FRUIT | ||||||||||||
| PO BOX 2040 | WINCHESTER | VA | 22604 | 540315385 | FOOD PROCE | VA | C | 0 | ||||
| PCI OF VIRGINIA | ||||||||||||
| 5000 DEEPWATER TERMINAL ROAD | RICHMOND | VA | 23234 | 271311943 | TRUCKING | VA | C | 0 | ||||
| PENSKE TRUCK LEASING | ||||||||||||
| PO BOX 563 | READING | PA | 19603 | 232518618 | TRUCKING | PA | C | 0 | ||||
| PRAXAIR | ||||||||||||
| 175 EAST PARK DRIVE | TONAWANDA | NY | 14150 | 061259050 | TRUCKING | CT | C | 0 | ||||
| SCHWERMAN | ||||||||||||
| PO BOX 1601 | MILWAUKEE | WI | 53201 | 390767397 | TRUCKING | WI | C | 0 | ||||
| SENTINEL | ||||||||||||
| 1301 BELLWOOD ROAD | RICHMOND | VA | 23237 | 510392463 | TRUCKING | VA | C | 0 | ||||
| SHENADOAH'S PRIDE | ||||||||||||
| PO BOX 120 | MT CRAWFORD | VA | 23241 | 742952858 | DAIRY | VA | C | 0 | ||||
| UPS | ||||||||||||
| 100 EAST CAMPUSVIEW DRIVE | COLUMBUS | VA | 43235 | 362407381 | TRUCKING | GA | C | 0 | ||||
| VALLEY MILK | ||||||||||||
| PO BOX 271 | STRASBURG | VA | 22657 | 541959730 | FOOD PROCE | VA | C | 0 | ||||
| VIRGINIA MIRROR | ||||||||||||
| PO BOX 5431 | MARTINSVILLE | VA | 24115 | 540420100 | MIRROR | VA | C | 0 | ||||
| WHITE WAVE FOODS | ||||||||||||
| 6364 SOUTH VALLEY PIKE | MT CRAWFORD | VA | 22841 | 722218815 | FOOD PROCE | CO | C | 0 | ||||
| YRC | ||||||||||||
| 100900 ROE VE | OVERLAND PARK | KS | 66211 | 340492670 | TRUCKING | KS | C | 0 | ||||
| ALLIED SYSTEMS | ||||||||||||
| 2302 PARKLAKE DRIVE | ATLANTA | GA | 30345 | 581710028 | TRUCKING | GA | C | 0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| TJC NO 83 OF VA PENSION FUND | ||
| Q | 80916 | CASH |
| WEST END ADMIN | ||
| A | 112032 | CASH |
| WEST END ADMIN | ||
| Q | 2883604 | CASH |
| WEST END ADMIN | ||
| M | 2554500 | CASH |