2012-09-07T15:29:25-05:00 2011-11-30 Henningfield & Associates Inc 27913 Smyth Drive Valencia CA 91355 990 2010-12-01 866052021 SOUTHWESTERN TEAMSTERS' SECURITY FUND SOUT 6022493582 2400 W DUNLAP AVENUE PHOENIX AZ 85021 FRANK MENDOZA 6022493582 2012-07-31 1 RANDY D HENNINGFIELD 6612953363 2010 2016-02-24 21:20:13Z FRANK MENDOZA 1450 S 27 AVENUE PHOENIX AZ 85009 ARCADIA CA 91007 36432600 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 26425980 26389730 533218 608616 0 0 26959198 26998346 0 0 23920804 24156931 45531 36602 0 0 0 2248289 2335461 26214624 26528994 744574 469352 11865813 12542929 2523439 3059757 9342374 9483172 HEALTH & WELFARE BENEFITS PROVIDED TO MEMBERS WHO ARE COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN UNION AND EMPLOYERS. 0 0 24156931 HEALTH & WELFARE BENEFITS PROVIDED TO MEMBERS WHO ARE COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN UNION AND EMPLOYERS. 24156931 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 0 0 0 0 1 2159 0 1 0 0 0 0 0 0 0 X 5 5 0 0 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 813330 BLUE CROSS BLUE SHIELD 2400 W DUNLAP AVE STE 250 PHOENIX AZ 85021 COST CONTAINMENT FEES 458967 PRESCRIPTION SOLUTIONS 2400 W DUNLAP AVE STE 250 PHOENIX AZ 85021 ADMINISTRATION - PRESCRIPTION 135335 MINES AND ASSOCIATES 10367 W CENTENNIAL RD STE 100 LITTLETON CO 80127 COST CONTAINMENT FEES 112655 CORVEL 2400 W DUNLAP AVE STE 250 PHOENIX AZ 85021 COST CONTAINMENT FEES 104376 5 EMPLOYER CONTRIB 480000 25282727 25282727 PARTICIPANT CONTRIB 480000 1081011 1081011 LITIGATION SETTLEMENT 480000 22338 22338 COBRA SUBSIDY REIMBURS 480000 3654 3654 26389730 382401 382401 9660469 9434254 226215 226215 226215 26998346 26389730 0 608616 24156931 24156931 36602 36602 20239 20239 18847 18847 44713 44713 134946 134946 5097 5097 COST CONTAINMENT FEES 997114 997114 CONTRACT ADMINISTRATION 813330 813330 ADMINISTRATION - RX 135335 135335 CONSULTANTS 85990 85990 ADMINISTRATION - VISION 27802 27802 52048 52048 26528994 24156931 2372063 0 80702 255969 1275222 3390697 254463 814143 12618 8372 10242808 8073748 11865813 12542929 73439 88757 2450000 2971000 2523439 3059757 X 0 0 0 0 9342374 9483172 9342374 9483172 11865813 12542929 X 469352 -328554 X 0 1 0 X 0 0 IBNR 2971000 2971000 26998346 26528994 469352 -328554 -328554 140798 26625079 -328554 -328554 26953633 44713 44713 26998346 25963281 0 25963281 44713 521000 565713 26528994 Part XIII, Line 4b - Other Adjustments: CHANGES IN IBNR 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 - 2750 SOUTH PRIEST AVENUE, TEMPE, AZ 85282. 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. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized losses on investments: -328,554.