2019-01-15T16:24:47-06:00 2018-03-31 621802605 DANIELS IRWIN & AYLOR 223 MADISON STREET SUITE 112 MADISON TN 371153660 990 2017-04-01 586066597 SOUTHEASTERN CARP & MW HEALTH PLAN SOUT 6158590131 PO BOX 1449 GOODLETTSVILLE TN 370701449 J KIRK MALONE CHAIRMAN 6158590131 2018-12-19 true DOUGLAS A IRWIN P01363756 6158686008 2019-01-15 75.145.51.185 2019-01-15 16:24:47 CS P FC1DB2D7C2A4C4D935F07B7B3EA02570F54DA193 FC1DB2D7C2A4C4D935F07B7B3EA02570F54DA193 2017 2019-02-21 02:37:17Z J KIRK MALONE 28298216 false X X 1967 GA PAYMENT OF HEALTH, VISION, DENTAL, TEMPORARY DISABILITY AND LIFE INSURANCE BENEFITS TO PLAN PARTICIPANTS. 6 6 79 0 0 19842861 21500916 377595 337703 476081 891919 20696537 22730538 0 18764197 17513678 19304 21619 0 0 1970756 2186471 20754257 19721768 -57720 3008770 16703215 19578948 569693 436656 16133522 19142292 THE PROVISION OF BENEFITS TO PARTICIPANTS. false false THE PROVISION OF HEALTH, DENTAL, VISION, TEMPORARY DISABILITY AND LIFE INSURANCE BENEFITS TO PLAN PARTICIPANTS. false false false false false false false false false false false false false false true 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 true false false true 1396 0 true 79 true false false false false false false X 6 6 false true false false false true false true true false false true true true true true true true true false X SOUTHERN BENEFIT ADMINISTRATORS 6158590131 2001 CALDWELL DRIVE GOODLETTSVILLE TN 37072 X J KIRK MALONE CHAIRMAN 2.00 X 0 0 0 THOMAS H JENKINS SECRETARY 2.00 X 0 0 0 MICHAEL C HAMILTON TRUSTEE 2.00 X 0 0 0 LARRY PHILLIPS TRUSTEE 2.00 X 0 0 0 ROBERT MOODY TRUSTEE 2.00 X 0 0 0 DAVID W TANKERSLEY TRUSTEE 2.00 X 0 0 0 false false false ANTHEM BLUE CROSS BLUE SHIELD VA PO BOX 27401 RICHMOND VA 23279 PPO 625865 SOUTHERN BENEFIT ADMINISTRATORS PO BOX 1449 GOODLETTSVILLE TN 370701449 ADMIN. 574190 CIGNA TWO LIBERTY PLACE PHILADELPHIA PA 19192 PPO 384564 3 EMPLOYER CONTRIBUTIONS 21319718 21319718 EMPLOYEE CONTRIBUTIONS 181198 181198 21500916 385112 385112 5520269 5567678 -47409 -47409 -47409 FORMULARY REBATES 315591 315591 STOP LOSS REIMBURSEMENTS 288568 288568 SUBROGATION REFUNDS 137375 137375 150385 150385 891919 22730538 22345426 385112 17513678 21619 552000 36609 25150 34595 1036529 25922 400511 PRINTING AND MAILING EXPE 40597 PCORI FEE 11902 FIDUCIARY LIABILITY INSUR 8933 BANK CHARGES 6888 6835 19721768 0 0 0 953704 1811026 38576 37315 2495725 2710187 210 1950 13215000 15018470 16703215 19578948 569693 436656 569693 436656 X 16133522 19142292 16133522 19142292 16703215 19578948 3008770 X false true X true false X 22730538 22730538 22730538 19721768 19721768 19721768 SCHEDULE D, PAGE 3, PART X 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 SUSTAINABLE UPON EXAMINATION BY THE IRS. PLAN MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF MARCH 31, 2018, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET). THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PAGE 6, PART VI, LINE 3 SOUTHERN BENEFIT ADMINISTRATORS, INC. FORM 990, PAGE 6, PART VI, LINE 7A THE MANAGEMENT TRUSTEES SERVE AS TRUSTEES UNTIL THEY RESIGN, DIE OR BECOME INCAPACITATED. A REPLACEMENT OF A MANAGEMANT TRUSTEE IS SELECTED BY THE REMAINING MANAGEMENT TRUSTEES WHEN A VACANCY OCCURS. THE LABOR TRUSTEES SERVE AS TRUSTEES AT THE PLEASURE OF THE SOUTHEASTERN REGIONAL COUNCIL OF THE INTERNATIONAL BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE ENTIRE BOARD OF TRUSTEES. IT IS THEN SIGNED AND FILED. FORM 990, PAGE 6, PART VI, LINE 12C CONFILCTS OF INTEREST ARE REVIEWED CONTINUALLY AND ANY ISSUES THAT ARISE ARE HANDLED AT REGULAR BOARD MEETINGS. FORM 990, PAGE 6, PART VI, LINE 15A THE MEMBERS OF THE BOARD OF TRUSTEES ARE NOT COMPENSATED IN ANY WAY. A THIRD PARTY ADMINISTRATOR WAS HIRED BY THE BOARD OF TRUSTEES TO MANAGE THE FUND AND WAS SELECTED, HAD ITS QUALIFICATIONS REVIEWED AND COMPENSATION DETERMINED BY COMPETITIVE COMPARISON BY THE ENTIRE BOARD OF TRUSTEES. FORM 990, PAGE 6, PART VI, LINE 15B THE MEMBERS OF THE BOARD OF TRUSTEES ARE NOT COMPENSATED IN ANY WAY. A THIRD PARTY ADMINISTRATOR WAS HIRED BY THE BOARD OF TRUSTEES TO MANAGE THE FUND AND WAS SELECTED, HAD ITS QUALIFICATIONS REVIEWED AND COMPENSATION DETERMINED BY COMPETITIVE COMPARISON BY THE ENTIRE BOARD OF TRUSTEES. FORM 990, PAGE 6, PART VI, LINE 19 AVAILABLE UPON REQUEST. ALL COMMUNICATIONS INCLUDE REFERENCE TO DOCUMENTS BEING AVAILABLE UPON REQUEST. CARPENTERS LOCAL UNION NO 225 N/A false CARPENTERS LOCAL UNION NO 256 N/A false CARPENTERS LOCAL UNION NO 283 N/A false CARPENTERS LOCAL UNION NO 312 N/A false MILLWRIGHTS LOCAL UNION NO 1263 N/A false SOUTHEASTERN CARPENTERS REGIONAL CO N/A false ADVANTAGE INDUSTRIAL SYSTEMS N/A false false ATACCON N/A false false BERG DRYWALL N/A false false BES DESIGNBUILD N/A false false CB&I PROJECT SERVICES GROUP N/A false false CONCRETE STRATEGIES N/A false false D2 SQUARED INDUSTRIAL SERVICES N/A false false DANNY'S DRYWALL & CONSTRUCTION N/A false false ETHOSENERGY N/A false false GRADY & ASSOCIATES N/A false false HARRIS ACQUISITION III N/A false false HUMPHRIES AND COMPANY N/A false false MCT SERVICES N/A false false NATIONAL STEEL CITY N/A false false ODOM CONSTRUCTION SYSTEMS N/A false false PCI ENERGY SERVICES N/A false false POWER PLANT FIELD SERVICES N/A false false RICHMOND COUNTY CONSTRUCTORS N/A false false SAVANNAH RIVER NUCLEAR SOLUTIONS N/A false false SAVANNAH RIVER REMEDIATION N/A false false SIMPSON CONSTRUCTION N/A false false TECHNICAL ASSOCIATES SERVICES GROUP N/A false false THE KING'S CARPENTERS N/A false false TOPS FIELD SERVICES N/A false false TURBINE PROS N/A false false US MECHANICAL CONTRACTORS N/A false false VULCAN INDUSTRIAL CONTRACTORS N/A false false WILLIAMS PLANT SERVICES N/A false false APTIM N/A false ACTION ELECTRIC COMPANY N/A false ADVANCED EQUIPMENT N/A false AIRCO INDUSTRIAL SERVICES N/A false ALLEN & GRAHAM N/A false ANNING-JOHNSON N/A false ATLANTIC PLANT MAINTENANCE N/A false AUTOMATIC SYSTEMS N/A false BR WALDEN CONSTRUCTION N/A false BAGGETT CONSTRUCTION N/A false BERKEL & COMPANY CONTRACTORS N/A false BOYKIN ERECTORS N/A false BRACE INDUSTRIAL SERVICES N/A false BRAND ENERGY & INFRASTRUCTURE SERVI N/A false BROCHSTEINS N/A false BRUNSWICK BOWLING N/A false CA MURREN & SONS N/A false CR MEYER N/A false CANNON SLINE INDUSTRIAL N/A false CARPET CREATIONS N/A false CARSON & COMPANY N/A false CARTER MECHANICAL N/A false CENTRAL CONVEYOR N/A false CENTRAL ELECTRICAL SYSTEMS N/A false CHAMPION PAINTING SPECIALTY SERVICE N/A false CLEVELAND ELECTRIC N/A false COMMONWEALTH CONSTRUCTORS N/A false CONTRACT MANAGEMENT N/A false CORK-HOWARD CONSTRUCTION N/A false COUNTRY WAY N/A false CREEK CONSTRUCTION OF GEORGIA N/A false CRESCENT MECHANICAL SYSTEMS N/A false DPS EVANS N/A false DAVE OSBORNE CONSTRUCTION CONTRACTI N/A false DAY & ZIMMERMAN NPS N/A false DAYBREAK INSULATION N/A false DUNCAN MACHINERY MOVERS N/A false DURR SYSTEMS N/A false FABCO INDUSTRIAL CONSTRUCTION N/A false FLUOR MAINTENANCE SERVICES N/A false GES EXPOSITION SERVICES N/A false GENESYS INDUSTRIAL CORPORATION N/A false GILLAM & ASSOCIATES N/A false GOEBEL FIXTURE COMPANY N/A false GRADE SOUTH N/A false GREGORY CONSTRUCTION N/A false HAMON CUSTODIS N/A false HENRY F TEICHMANN INC N/A false HEWITT INDUSTRIAL CONSTRACTORS N/A false HOELSCHER INTERIORS N/A false HYDRATIGHT N/A false IPC LYDON N/A false INTERNATIONAL CHIMNEY N/A false INTERNATIONAL INDUSTRIAL CONTRACTIN N/A false J C PENNEY CONSTRUCTION SERVICES N/A false JM WILKERSON CONSTRUCTION COMPANY N/A false KCI N/A false LABOR SERVICE MANAGEMENT N/A false MJW CONSOLIDATED N/A false MOH COMPANY N/A false MACALJON N/A false MACLEAN-RIGGINS N/A false MALONE CONSTRUCTION N/A false MASTER MILLWORK N/A false MCABEE CONSTRUCTION N/A false MORGAN MECHANICAL N/A false MULLIS CONTRACTING N/A false NEWELL MACHINERY N/A false OT CUSTOM PRODUCTS N/A false O'NEAL SCOGGINS N/A false ONSITE WOODWORK N/A false OWENS AND PRIDGEN N/A false PARSONS SAVANNAH CONSTRUCTION N/A false PERFORMANCE CONTRACTING GROUP N/A false PISTOL'S INDUSTRIAL SERVICES N/A false PLATINUM SCAFFOLDING SERVICES N/A false PLAYER AND COMPANY N/A false POPHAM MECHANICAL CONTRACTORS N/A false POWER GENERATION SERVICES N/A false PRECISION COOLING TOWERS N/A false RHOADS INDUSTRIES N/A false RICHARD GOETTLE INC N/A false SCHNABEL FOUNDATION COMPANY N/A false SHOULDICE INDUSTRIAL MANUFACTURERS N/A false SIEMENS GENERATION SERVICES COMPANY N/A false SKILLED ENERGY FORCES N/A false SOLID PLATFORMS N/A false SPECIALTY MECHANICAL SERVICES N/A false SPORT SYSTEMS UNLIMITED N/A false STEPHEN BAILEY CONTRACTOR SERVICES N/A false STEVE AYERS CONSTRUCTION N/A false STOKES MASONRY N/A false STOREFORCE N/A false STRATTON TRANSPORT & CONTRACTING N/A false STRUCTOR GROUP N/A false SUPERIOR RIGGING & ERECTING COMPANY N/A false TENNESSEE VALLEY INDUSTRIAL N/A false THE BECK GROUP N/A false THE BOLDT COMPANY N/A false THE MECHANICAL SHOP N/A false THOMPSON CONSTRUCTION GROUP N/A false UMD AUTOMATED SYSTEMS N/A false UNION TEMPORARY SERVICES N/A false UNISTRUT CONSTRUCTION N/A false UNIVERSAL PLANT SERVICES N/A false WW GAY MECHANICAL CONTRACTOR N/A false WELCH TARKINGTON N/A false WENGER CORPORATION N/A false WESTERN INDUSTRIAL CONTRACTORS N/A false WOODS CONSTRUCTION N/A false false false false false false false false false false false false false false false false false false false false