STRATEGY STUDIO / PUBLIC DATA EXPLORER

TEAMSTERS LOCAL 631 SECURITY FUND: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
TEAMSTERS LOCAL 631 SECURITY FUND (EIN 88-0231734)
Tax period
2011-05-01 to 2012-04-30
Filed
2013-03-15
IRS object ID
201320749349300417
Schema version
2011v1.2
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)
Timestamp2013-03-15T08:21:50-07:00Timestamp
Tax Period End Date2012-04-30TaxPeriodEndDate

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 Date2011-05-01TaxPeriodBeginDate

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
Phone7025627490Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line17674 WEST LAKE MEAD BLVDAddressLine1
CityLAS VEGASCity
StateNVState
ZIP Code89128ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameTOMMY BLITSCHName
TitleTRUSTEETitle
Phone7025627490Phone
Date Signed2013-03-14DateSigned
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

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 Line17674 WEST LAKE MEAD BLVDAddressLine1
CityLAS VEGASCity
StateNVState
ZIP Code89128ZIPCode
FieldValueIRS element (for citing)
Gross Receipts46528144GrossReceipts
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 Year45625512ProgramServiceRevenuePriorYear
Program Service Revenue CY45604302ProgramServiceRevenueCY
Investment Income Prior Year-869326InvestmentIncomePriorYear
Investment Income Current Year655016InvestmentIncomeCurrentYear
Other Revenue Prior Year825573OtherRevenuePriorYear
Other Revenue Current Year268826OtherRevenueCurrentYear
Total Revenue Prior Year45581759TotalRevenuePriorYear
Total Revenue Current Year46528144TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year48149757BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY52968458BenefitsPaidToMembersCY
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year2468524OtherExpensePriorYear
Other Expenses Current Year2355786OtherExpensesCurrentYear
Total Expenses Prior Year50618281TotalExpensesPriorYear
Total Expenses Current Year55324244TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-5036522RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-8796100RevenuesLessExpensesCY
Total Assets BOY48057766TotalAssetsBOY
Total Assets EOY61919143TotalAssetsEOY
Total Liabilities BOY97304216TotalLiabilitiesBOY
Total Liabilities EOY119672055TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY-49246450NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY-57752912NetAssetsOrFundBalancesEOY
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. APPROXIMATELY 3,813 ACTIVE AND 461 RETIRED PARTICIPANTS.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 With10964NumberFormsTransmittedWith1096
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 Line1NORTHWEST ADMINISTRATORSINCBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number7025627490TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line17674 WEST LAKE MEAD BLVDAddressLine1
CityLAS VEGASCity
StateNVState
ZIP Code89128ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (13 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
JOHN PHILLIPENAS
TRUSTEE2.00X
KEVIN HARDISON
TRUSTEE2.00X
JOHNNY GONZALEZ
TRUSTEE2.00X
WAYNE DEY
TRUSTEE2.00X
TAYLOR ANDREWS
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 VEGASNV89106LEGAL232441
BERRY & CO CPA
7030 SMOKE RANCH RDLAS VEGASNV89128AUDIT AND ACCOUNTING142315
FieldValueIRS element (for citing)
Number Of Contractors GT100 K2NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumn
EMPLOYER CONTRIBUTIONS52510044275958
SELF-PAY CONTRIBUTIONS5251001328344
FieldValueIRS element (for citing)
Total Program Service Revenue45604302TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column655016TotalRevenueColumn
Exclusion$655,016ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
COBRA REFUNDS9000996473664736
ERRP REFUNDS900099110313110313
STOP LOSS RECOVERIES9000999377793777
FieldValueIRS element (for citing)
Total Other Revenue268826TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column46528144TotalRevenueColumn
Related Or Exempt Function Income45873128RelatedOrExemptFunctionIncome
Exclusion$655,016ExclusionAmount

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total52968458Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total265530Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total144875Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total44505Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total255497Total

Insurance Insurance

FieldValueIRS element (for citing)
Total96590Total

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionTotalTotal
ACTUARIAL & CONSULTING FEES232673
ADMINISTRATOR FEES1316116

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total55324244Total

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY139334BOY
EOY128605EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY26991265BOY
EOY15504028EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY3865130BOY
EOY3863505EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY84264BOY
EOY19732EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY16977773BOY
EOY42403273EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY48057766BOY
EOY61919143EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY4335570BOY
EOY4422787EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY92968646BOY
EOY115249268EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY97304216BOY
EOY119672055EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY-49246450BOY
EOY-57752912EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY-49246450BOY
EOY-57752912EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY48057766BOY
EOY61919143EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-8796100ReconcilationRevenueExpenses
Reconcilation Other Changes289638ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule D IRS990ScheduleD

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
ACTUARIALLY CALCULATED POSTRETIREMENT BENEFIT OBLIGATION$108,753,381
ESTIMATED LIABILITY FOR FUTURE COVERAGE FOR ACTIVE PARTICIPANTS$6,244,000
EMPLOYER BOND DEPOSIT$251,887
FieldValueIRS element (for citing)
Total Of Amounts115249268TotalOfAmounts
Total Revenue46528144TotalRevenue
Total Expenses55324244TotalExpenses
Excess Or Deficit For Year-8796100ExcessOrDeficitForYear
Net Unrealized GL On Investments342673NetUnrealizedGLOnInvestments
Other-$22,300,535OtherAmount
Total Adjustments-21957862TotalAdjustments
Excess Or Deficit Per FS-30753962ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt46870817TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments342673NetUnrealizedGainsInvestments
Revenue Not Rptd F990342673RevenueNotRptdF990
Revenue Subtotal46528144RevenueSubtotal
Total Revenue Per Form99046528144TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt33023709TotExpensesEtcAuditedFinclStmt
Expenses Subtotal33023709ExpensesSubtotal
Other Expenses Not Included22300535OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt22300535ExpensesNotRptdOnFinStmt
Total Expenses Per Form99055324244TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifierExplanationExplanation
Pt XI Line 8CHANGE IN INCURRED CLAIMS, PROVISION FOR RETIREE AND FUTURE COVERAGE
Pt XIII Line 4bCHANGE IN INCURRED CLAIMS AND PROVISION FOR FUTURE COVERAGE
PROVISION FOR RETIREE COVERAGE

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

IdentifierIdentifierExplanationExplanation
Pt VI, Line 11aFORM 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
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
SUCH AS EMPLOYER LEGAL STRUCTURE (CORPORATION, PARTNERSHIP, ETC) IS NOT ON
FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED
AS A RESULT, THE CONTRIBUTING EMPLOYERS HAVE NOT BEEN INCLUDED ON SCEHDULE R.