2020-10-12T07:51:33-07:00 2019-12-31 720547750 Murphy Whalen & BroussardLLC 401 Veterans Memorial Boulevard Sui Metairie LA 70005 990 2019-01-01 300285271 IUOE Local 406 Welfare Fund IUOE 2259241311 7651 Airline Highway Baton Rouge LA 70814 Robert S Boh Chairman 2020-10-12 true Thomas J Kerner CPA P00098497 5048371334 2019 2021-04-22 16:20:28Z 7651 Airline Highway Baton Rouge LA 70814 5053362 false X 406wf.org X 2004 LA The organization's primary exempt purpose is to provide Health (medical/Rx) and Welfare (life/AD&D) benefits to participants and their eligible dependents. 4 0 0 0 0 0 98058 91153 0 98058 91153 0 91648 145708 0 0 0 147444 156862 239092 302570 -141034 -211417 4572381 4061087 35300 21244 4537081 4039843 X The organization's primary exempt purpose is to provide Health (medical/Rx) and Welfare (life/AD&D) benefits to participants and their eligible dependents. false true The plan provided HRA benefits to eligible plan participants during the year.The plan provided Health (medical/Rx) and Welfare (life/AD&D) benefits for eligible participants through participation in the Southern Operators Health Fund. false false false false false false false false false true false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false true 5 0 true 0 false false false false false false false false X 4 0 false false true false false false false true true false false true true true true true true true true false X Rouen Caboche 2259241311 7651 Airline Highway Baton Rouge LA 70814 X Robert S Boh Chairman 0.00 0.00 X 0 0 0 Carlos Benoit Trustee 0.00 0.00 X 0 0 0 D Jason Billings Vice Chairman 0.00 0.00 X 0 0 0 Mike Morain Trustee 0.00 0.00 X 0 0 0 0 false false false 0 0 0 95910 95910 0 0 0 4957452 4962209 -4757 -4757 -4757 0 0 0 0 91153 91153 0 0 0 145708 0 0 0 0 0 0 54840 10428 16500 0 0 20000 1688 0 130 35362 0 3069 1501 0 0 0 0 19 7888 Patient Centered Research Fee 4616 Bank Charges 544 Postage and shipping 277 0 302570 0 0 0 54051 98732 136065 284598 0 19827 16602 0 0 0 0 18447 1920 58443 58026 436 417 4343555 3658818 0 0 0 0 4572381 4061087 35300 21244 35300 21244 X 4537081 4039843 4537081 4039843 4572381 4061087 X -211417 -285821 X false true X false false 58443 58026 417 417 91153 91153 91153 302570 302570 302570 Form 990, Part III, Line 3: Ceased Conducting or Significant Changes To Services The Plan ceased paying HRA Claims effective November 30, 2019. Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents The Trust was amended during the year 2019. Amendment Number 3 authorized the Trust for the following purpose:To pay or provide for the payment of health and welfare and related benefits to eligible Employees in accordance with the terms, provisions and conditions of the Welfare Plan to be formulated and agreed upon hereunder by the Trustees, and to pay or provide for other benefits that may be provided by a voluntary employees' beneficiary association consistent with its tax-exempt status under Internal Revenue Code section 501 (c)(9), including but not limited to education benefits or courses (such as apprenticeship training programs). Form 990, Part VI, Line 11b: Form 990 Review Process Before Form 990 is filed, the Trustees are given copies of the Final Return to Review. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts Trustees annually review and monitor compliance with policy. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees Trustees approve compensation of administrator. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available Made available upon request. Other Changes In Net Assets Or Fund Balances - Other Increases Net unrealized gains on securties = $91932 Other Changes In Net Assets Or Fund Balances - Other Decreases Transfers to Southern Operators Health Fund = -$377753