2019-11-08T12:29:13-06:00 2018-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE BETHESDA MD 20814 990 2018-01-01 540556299 TEAMSTERS JOINT COUNCIL NO 83 OF VIRGINIA HEALTH & WELFARE FUND TEAM 8042823131 8814 FARGO ROAD NO 200 RICHMOND VA 232294673 WILLIAM NATIONS TRUSTEE 8042823131 2019-10-29 1 JOSEPH M HERISHEN CPA P00361968 2023319880 2019-11-08 X 38.100.43.98 2019-11-08 13:28:55 ES P AAC600C6407F438ED9881BB94AB08BDC6703F2AD 1F0160B020F94BED843F50CF691077A649148339 2018 2020-03-31 21:24:44Z WILLIAM A NATIONS 8814 FARGO ROAD RICHMOND VA 232294673 83080151 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 32 0 0 0 0 0 55733229 61152585 1497833 6005968 35206 61722 57266268 67220275 0 0 44456185 54495959 2130743 2382017 0 0 0 3781230 4465113 50368158 61343089 6898110 5877186 86546676 85198938 1848572 1776418 84698104 83422520 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 61019529 61152585 ADMINISTER AND PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND ELIGIBLE DEPENDENTS COVERED BY APPLICABLE COLLECTIVE BARGAINING AND PARTICIPATION AGREEMENTS. 61019529 0 0 0 0 0 0 0 0 0 1 1 0 1 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 1 913 0 1 32 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 0.00 0.00 X 0 0 0 WILLIAM A NATIONS EMPLOYER TRUSTEE 0.00 0.00 X 0 0 0 JOHN FARRISH UNION TRUSTEE 1.00 63.00 X 0 141239 46576 JAMES R SMITH UNION TRUSTEE 1.00 55.00 X 0 110976 47776 JAY BOWERS EMPLOYER TRUSTEE 0.00 0.00 X 0 0 0 JAMES WRIGHT UNION TRUSTEE 1.00 49.00 X 0 118874 43352 MICHAEL M MCCALL EXEC DIRECTOR 30.60 13.15 X 137592 58968 46576 MELISSA WETZEL EXEC DIRECTOR 30.60 13.15 X 126404 54173 38515 MATTHEW COHN DIRECTOR OF FINANCE 30.60 13.15 X 92820 39780 46576 356816 524010 269371 2 0 1 0 ANTHEM BLUE CROSS BLUE SHIELD 2015 STAPLES MILL RD RICHMOND VA 23230 PPO NETWORK 1711756 HINES & ASSOCIATES 14 NORTH RIVERSIDE AVENUE ST CHARLES IL 60174 DISEASE MGMT 477672 BASYS INC 3700 KOPPERS ST STE 400 BALTIMORE MD 21227 SOFTWARE PROGRAMING 252076 EPLAN LLC 22601 NORTH 19TH AVE STE 240 PHOENIX AZ 85027 CLAIMS NEGOTIATOR 157166 HORIZON ACTUARIAL SERVICES 8601 GEORGIA AVE STE 700 SILVER SPRING MD 20910 ACTUARY 143175 7 PARTICIPANT EMPLOYER CONTRIBUTION 525100 59152969 59152969 VOLUNTARY EMPLOYEE CONTRIBUTION 525100 1999616 1999616 61152585 1732373 1732373 182535 133471 49064 49064 49064 20000000 15726405 4273595 4273595 4273595 EMPLOYER INTEREST ASSESMENTS 525100 12658 12658 12658 67220275 67171211 0 49064 54495959 153365 170195 1075464 555291 321610 106092 218899 69110 124235 3169509 135242 310371 1294 24561 9794 187047 54989 OTHER EXPENSES 160062 61343089 8243983 4886509 4634734 5691939 44976 55314 3222846 2512418 852197 710428 13200022 13431212 59570764 48098014 0 12325522 86546676 85198938 1848572 1776418 1848572 1776418 X 84698104 83422520 0 0 0 0 84698104 83422520 86546676 85198938 5877186 -7152770 0 X X 0 1 X 1 0 92370 92370 2843351 2283754 559597 287125 228664 58461 710428 CF DV NON-SL STOCK INDEX FUND 16207226 F LOOMIS SAYLES MSFD NHIT 11706826 F CF DV NSL INT CR BOND INDEX FUND 20183962 F 48098014 SUBSCRIPTION REC FOR INVESTMENT 10000000 STOP LOSS AND PRESCRIPTION REBATES 2325522 12325522 X 59943270 -7152770 -7152770 67096040 124235 124235 67220275 61218854 0 61218854 124235 124235 61343089 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 AS OF DECEMBER 31, 2016. X X 0 0 0 JOHN FARRISH UNION TRUSTEE 0 141239 0 0 0 0 0 29619 0 16957 0 187815 0 0 JAMES R SMITH UNION TRUSTEE 0 110976 0 0 0 0 0 29619 0 18157 0 158752 0 0 JAMES WRIGHT UNION TRUSTEE 0 118874 0 0 0 0 0 29619 0 13733 0 162226 0 0 MICHAEL M MCCALL EXEC DIRECTOR 137592 58968 0 0 0 0 20733 8886 11870 5087 170195 72941 0 0 MELISSA WETZEL EXEC DIRECTOR 126404 54173 0 0 0 0 17145 7348 9815 4207 153364 65728 0 0 MATTHEW COHN DIRECTOR OF FINANCE 82320 35280 10500 4500 0 0 20733 8886 11870 5087 125423 53753 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 812831 CASH TJC NO 83 OF VA PENSION FUND R 99236 CASH TJC NO 83 OF VA PENSION FUND O 600198 CASH