2020-11-09T16:40:08-06:00 2019-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE BETHESDA MD 20814 990 2019-01-01 540556299 TEAMSTERS JOINT COUNCIL NO 83 OF VIRGINIA HEALTH & WELFARE FUND TEAM 8042823131 8814 FARGO ROAD NO 200 RICHMOND VA 232294673 JAMES SMITH TRUSTEE 8042823131 2020-11-06 1 JOSEPH M HERISHEN CPA P00361968 2023319880 2020-11-09 X 38.100.43.98 2020-11-09 17:38:48 ES P A3C8B6A7531A613EF6C0C99A1A809E67D3FF72EF 1F0160B020F94BED843F50CF691077A649148339 2019 2021-04-22 16:20:28Z JAMES SMITH 8814 FARGO ROAD RICHMOND VA 232294673 74276789 0 X WWW.TJC83FUNDS.ORG X 1952 VA 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. 6 0 34 0 0 0 0 0 61152585 65825361 6005968 2716684 61722 48370 67220275 68590415 0 0 54495959 58728851 2382017 2144647 0 0 0 4465113 4417880 61343089 65291378 5877186 3299037 85198938 98022185 1776418 2325762 83422520 95696423 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. 0 0 65172264 65825361 ADMINISTER AND PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND ELIGIBLE DEPENDENTS COVERED BY APPLICABLE COLLECTIVE BARGAINING AND PARTICIPATION AGREEMENTS. 65172264 0 0 0 0 0 0 0 0 0 1 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 1 934 0 1 34 1 0 0 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MELISSA WETZEL TJC 83 OF VA HEALTH & WELFARE FUND 8042823131 8814 FARGO ROAD STE 200 RICHMOND VA 23229 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 0 0 JAMES R SMITH UNION TRUSTEE 1.00 55.00 X 0 111076 47776 JAY BOWERS EMPLOYER TRUSTEE 1.00 X 0 0 0 JAMES WRIGHT UNION TRUSTEE 1.00 50.00 X 0 119066 61589 MELISSA WETZEL EXEC DIRECTOR 28.00 12.00 X 147000 63000 49996 MATTHEW COHN DIRECTOR OF FINANCE 28.00 12.00 X 83929 35970 49996 230929 329112 209357 1 0 1 0 ANTHEM BLUE CROSS BLUE SHIELD 2015 STAPLES MILL RD RICHMOND VA 23230 PPO NETWORK 1852792 BASYS INC 3700 KOPPERS ST STE 400 BALTIMORE MD 21227 SOFTWARE PROGRAMING 426129 EPLAN LLC 22601 NORTH 19TH AVE STE 240 PHOENIX AZ 85027 CLAIMS NEGOTIATOR 221698 HORIZON ACTUARIAL SERVICES 8601 GEORGIA AVE STE 700 SILVER SPRING MD 20910 ACTUARY 180437 MORGAN LEWIS BOCKIUS LLP 1111 PENNSYLVANIA AVE NW WASHINGTON DC 20004 ATTORNEY 179047 5 PARTICIPANT EMPLOYER CONTRIBUTION 525100 63865999 63865999 VOLUNTARY EMPLOYEE CONTRIBUTION 525100 1959362 1959362 65825361 1880700 1880700 170554 122358 48196 48196 48196 6400000 5564016 835984 835984 835984 EMPLOYER INTEREST ASSESMENTS 525100 174 174 174 68590415 68542219 0 48196 58728851 181997 1038286 522236 309734 92394 251503 78505 241472 2811728 122358 370830 47908 144079 55353 ACTUARIAL 180437 OTHER FUND EXPENSES 113707 65291378 4886509 11838916 5691939 4304472 55314 41630 3270843 2656497 710428 614346 13431212 14211556 48098014 65552298 12325522 1458967 85198938 98022185 1776418 2325762 1776418 2325762 X 83422520 95696423 0 0 0 0 83422520 95696423 85198938 98022185 3299037 8974864 0 X X 0 0 0 92370 92370 2843352 2406850 436502 285669 208218 77451 49452 41429 8023 614346 CF DV NON-SL STOCK INDEX FUND 19462897 F LOOMIS SAYLES MSFD NHIT 12963973 F CF DV NSL INT CR BOND INDEX FUND 20434804 F TRINITY LP 12690624 F 65552298 X 77446167 8974864 8974864 68471303 241472 -122360 119112 68590415 65172264 122358 122358 65049906 241472 241472 65291378 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXP RECOGNIZED IN PART VIII -122,360. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXP RECOGNIZED IN PART VIII 122,358. X X 0 0 0 JAMES R SMITH UNION TRUSTEE 0 105976 0 0 0 5100 0 0 0 47776 0 158852 0 0 JAMES WRIGHT UNION TRUSTEE 0 119066 0 0 0 0 0 0 0 61589 0 180655 0 0 MELISSA WETZEL EXEC DIRECTOR 147000 63000 0 0 0 0 0 0 34997 14999 181997 77999 0 0 MATTHEW COHN DIRECTOR OF FINANCE 83929 35970 0 0 0 0 0 0 34997 14999 118926 50969 0 0 FORM 990, PART VI, SECTION B, LINE 11B 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. PART XI, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. TEAMSTERS JOINT COUNCIL NO 83 OF VA PENSION FUND 8814 FARGO ROAD RICHMOND VA 23229 546097996 PENSION FUND VA 401 (A) N/A 1 TEAMSTERS LOCAL 101 105 N MAIN STREET HOPWELL VA 23860 540853998 LOCAL UNION VA 501 (C) (5) N/A 1 TEAMSTERS LOCAL 171 2550 W MAIN STREET SALEM VA 24153 540325986 LOCAL UNION VA 501 (C) (5) N/A 1 TEAMSTERS LOCAL 22 97 BELMONT STREET COLLINSVILLE VA 24078 540719311 LOCAL UNION VA 501 (C) (5) N/A 1 TEAMSTERS LOCAL 29 12 CEDAR PARK LANE VERONA VA 24482 540739139 LOCAL UNION VA 501 (C) (5) N/A 1 TEAMSTERS LOCAL 322 3705 CAROLINA AVE RICHMOND VA 23222 540406217 LOCAL UNION VA 501 (C) (5) N/A 1 TEAMSTERS LOCAL 592 3705 CAROLINA AVE RICHMOND VA 23222 540212118 LOCAL UNION VA 501 (C) (5) N/A 1 TEAMSTERS LOCAL 822 PO BOX 12673 NORFOLK VA 23541 540201728 LOCAL UNION VA 501 (C) (5) N/A 1 TEAMSTERS JT COUNCIL 83 OF VA EXCESS 8814 FARGO ROAD SUITE 200 RICHMOND VA 23229 546459815 EXCESS BENEFITS VA T 1 ABF PO BOX 10048 FORT SMITH AR 72917 710249444 TRUCKING AR C 1 ACME PAPER PO BOX 422 SAVAGE MD 20763 520748849 PACKAGING MD C 1 ALLIED BUILDING 15 E UNION AVE E RUTHORFORD NJ 07073 221729463 BLDG MATERIALS NJ C 1 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 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 VIRGINIA INTERNATIONAL TERMINALS 1431 INTERNATIONAL TERMIAL BLVD NORFOLK VA 23505 541187491 TRUCKING VA 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 PET DAIRY 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 LEIGH VALLEY DAIRY 1433 OAKMONT DRIVE HAGERSTOWN MD 21740 581710028 TRUCKING TX C 0 PET DAIRY MULTI 14760 TRINITY BLVD FORT WORTH TX 76155 043742039 FOOD PROCE TN C 0 RIVER CITY LOGO 13501 EAST BOUNDARY RD MIDLOTHIAN VA 23112 545019920 CLOTHING VA C 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 TJC NO 83 OF VA PENSION FUND Q CASH TJC NO 83 OF VA PENSION FUND R CASH TJC NO 83 OF VA PENSION FUND O CASH