TEAMSTERS JOINT COUNCIL-83 OF VIRGINIA HEALTH & WELFARE INSURANC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
TEAMSTERS JOINT COUNCIL-83 OF VIRGINIA HEALTH & WELFARE INSURANC (EIN 54-0556299)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-14
IRS object ID
201833189349304768
Schema version
2017v2.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-14T11:41:27-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN208078757PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SALTER & COMPANY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14600 EAST-WEST HIGHWAY SUITE 300AddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP208143415ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN540556299EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TEAMSTERS JOINT COUNCIL NO 83 OFBusinessNameLine1Txt
Business Name Line2VIRGINIA HEALTH & WELFARE FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlTEAMBusinessNameControlTxt
Phone8042823131PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18814 FARGO ROAD NO 200AddressLine1Txt
CityRICHMONDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP232294673ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM NATIONSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8042823131PhoneNum
Signature2018-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH M HERISHEN CPAPreparerPersonNm
PTINP00361968PTIN
Phone3018307400PhoneNum
Preparation2018-11-14PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address209.194.229.250IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-14IPDt
IP Tm12:41:13IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdA0FF8DD3CA6A967264B2D222D015CD4D22EBAC53AtSubmissionCreationDeviceId
At Submission Filing Device IdF4CCF7C54A334D5C35552B614EF43FA9A541813DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWILLIAM A NATIONSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18814 FARGO ROADAddressLine1Txt
CityRICHMONDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP232294673ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$57,429,893GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.TJC83FUNDS.ORGWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1952FormationYr
Legal Domicile StateVALegalDomicileStateCd
Activity Or MissionPROVIDE 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.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee38TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$50,533,461PYProgramServiceRevenueAmt
CY Program Service Revenue$55,733,229CYProgramServiceRevenueAmt
PY Investment Income$1,762,319PYInvestmentIncomeAmt
CY Investment Income$1,497,833CYInvestmentIncomeAmt
PY Other Revenue$34,240PYOtherRevenueAmt
CY Other Revenue$35,206CYOtherRevenueAmt
PY Total Revenue$52,330,020PYTotalRevenueAmt
CY Total Revenue$57,266,268CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$44,987,585PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$44,456,185CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,176,941PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,130,743CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,579,618PYOtherExpensesAmt
CY Other Expenses$3,781,230CYOtherExpensesAmt
PY Total Expenses$50,744,144PYTotalExpensesAmt
CY Total Expenses$50,368,158CYTotalExpensesAmt
PY Revenues Less Expenses$1,585,876PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$6,898,110CYRevenuesLessExpensesAmt
Total Assets BOY$73,700,773TotalAssetsBOYAmt
Total Assets EOY$86,546,676TotalAssetsEOYAmt
Total Liabilities BOY$1,425,463TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,848,572TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$72,275,310NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$84,698,104NetAssetsOrFundBalancesEOYAmt
MissionPROVIDE 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$50,201,920ExpenseAmt
Revenue$55,733,229RevenueAmt
DescADMINISTER AND PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND ELIGIBLE DEPENDENTS COVERED BY APPLICABLE COLLECTIVE BARGAINING AND PARTICIPATION AGREEMENTS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$166,238ExpenseAmt
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$166,238TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$50,368,158TotalProgramServiceExpensesAmt
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document873IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee38EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TJC 83 OF VA HEALTH & WELFARE FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8042823131PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18814 FARGO ROAD STE 200AddressLine1Txt
CityRICHMONDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23229ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
W ROBERT DAVIDSON
EMPLOYER TRUSTEE0.00Yes (X)$0$0$0
WILLIAM A NATIONS
EMPLOYER TRUSTEE0.00Yes (X)$0$0$0
JOHN FARRISH
UNION TRUSTEE1.00Yes (X)$0$124,683$45,17663.00
JAMES R SMITH
UNION TRUSTEE1.00Yes (X)$0$110,976$45,17655.00
JAY BOWERS
EMPLOYER TRUSTEE0.00Yes (X)$0$0$0
KENNETH CHISM
UNION TRUSTEE1.00Yes (X)$0$115,558$45,17670.00
MICHAEL M MCCALL
EXEC DIRECTOR30.60$134,614$57,692$45,17613.15Yes (X)
MATTHEW COHN
DIRECTOR OF FINANCE30.60$83,469$35,773$45,17613.15Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$218,083TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$444,682TotReportableCompRltdOrgAmt
Total Other Compensation$225,880TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ANTHEM BLUE CROSS BLUE SHIELD
2015 STAPLES MILL RDRICHMONDVA23230PPO NETWORK$1,547,603
HINES & ASSOCIATES
14 NORTH RIVERSIDE AVENUEST CHARLESIL60174DISEASE MGMT$457,887
BASYS INC
3700 KOPPERS ST STE 400BALTIMOREMD21227SOFTWARE PROGRAMING$236,477
HORIZON ACTUARIAL SERVICES
8601 GEORGIA AVE STE 700SILVER SPRINGMD20910ACTUARY$133,640
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PARTICIPANT EMPLOYER CONTRIBUTION525100$53,718,558$53,718,558
VOLUNTARY EMPLOYEE CONTRIBUTION525100$2,014,671$2,014,671
FieldValueIRS element (for citing)
Total Program Service Revenue$55,733,229TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,497,833TotalRevenueColumnAmt
Related Or Exempt Func Income$1,497,833RelatedOrExemptFuncIncomeAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$171,881RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$163,625RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$8,256RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,256TotalRevenueColumnAmt
Exclusion$8,256ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescEMPLOYER INTEREST ASSESMENTSDesc
Business525100BusinessCd
Total Revenue Column$26,950TotalRevenueColumnAmt
Related Or Exempt Func Income$26,950RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$26,950OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$57,266,268TotalRevenueColumnAmt
Related Or Exempt Func Income$57,258,012RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$8,256ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$44,456,185TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$166,238TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,048,163TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$521,005TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$303,192TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$92,145TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$141,241TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$104,833TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$115,061TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,651,768TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$127,146TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$212,802TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,411TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$24,576TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$15,391TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$177,098TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$45,922TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescOTHER EXPENSESDesc
Total$163,981TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$50,368,158TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,680,936BOYAmt
EOY$8,243,983EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,251,933BOYAmt
EOY$4,634,734EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$37,485BOYAmt
EOY$44,976EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,240,649LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,388,452LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$909,469BOYAmt
EOY$852,197EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$10,833,697BOYAmt
EOY$13,200,022EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$52,987,253BOYAmt
EOY$59,570,764EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$73,700,773BOYAmt
EOY$86,546,676EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,425,463BOYAmt
EOY$1,848,572EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,425,463BOYAmt
EOY$1,848,572EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$72,275,310BOYAmt
EOY$84,698,104EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$72,275,310BOYAmt
EOY$84,698,104EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$73,700,773BOYAmt
EOY$86,546,676EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$6,898,110ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$5,524,684NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$92,370OtherCostOrOtherBasisAmt
Book Value$92,370BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,826,361OtherCostOrOtherBasisAmt
Depreciation$2,140,245DepreciationAmt
Book Value$686,116BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$321,918OtherCostOrOtherBasisAmt
Depreciation$248,207DepreciationAmt
Book Value$73,711BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$852,197TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
CF DV NON-SL STOCK INDEX FUND$27,573,042F
LOOMIS SAYLES MSFD NHIT$11,809,218F
CF DV NSL INT CR BOND INDEX FUND$20,188,504F
FieldValueIRS element (for citing)
Total Book Value Securities$59,570,764TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$62,839,516TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$5,524,684NetUnrealizedGainsInvstAmt
Revenue Not Reported$5,524,684RevenueNotReportedAmt
Revenue Subtotal$57,314,832RevenueSubtotalAmt
Investment Expenses Not Incld$115,061InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$163,625OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$48,564RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$57,266,268TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$50,416,722TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$50,416,722ExpensesSubtotalAmt
Investment Expenses Not Incld2$115,061InvestmentExpensesNotIncld2Amt
Other Expenses Not Included-$163,625OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt-$48,564ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$50,368,158TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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.
PART XI, LINE 4B - OTHER ADJUSTMENTS:NET RENTAL EXPENSE -163,625.
PART XII, LINE 2D - OTHER ADJUSTMENTS:NONDEDUCTIBLE MEALS AND ENTERTAINMENT BOOK/TAX DEPRECIATION DIFFERENCE NET RENTAL INCOME
PART XII, LINE 4B - OTHER ADJUSTMENTS:NET RENTAL EXPENSE -163,625.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JOHN FARRISH
UNION TRUSTEE$0$124,683$0$0$0$0$0$28,779$0$16,397$0$169,859$0$0
JAMES R SMITH
UNION TRUSTEE$0$110,976$0$0$0$0$0$28,779$0$16,397$0$156,152$0$0
KENNETH CHISM
UNION TRUSTEE$0$115,558$0$0$0$0$0$28,779$0$16,397$0$160,734$0$0
MICHAEL M MCCALL
EXEC DIRECTOR$134,614$57,692$0$0$0$0$20,145$8,634$11,478$4,919$166,237$71,245$0$0
MATTHEW COHN
DIRECTOR OF FINANCE$83,469$35,773$0$0$0$0$20,145$8,634$11,478$4,919$115,092$49,326$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BBEFORE 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 12CANNUALLY TRUSTEES AND OTHER INDIVIDUALS COMPLETE A QUESTIONNAIRE REGARDING COMPLIANCE WITH CONFLICTS POLICY
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION 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 19THE 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 2CTHIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
TEAMSTERS JOINT COUNCIL NO 83 OF VA PENSION FUND
8814 FARGO ROADRICHMONDVA23229546097996PENSION FUNDVA401 (A)N/AYes (1)
TEAMSTERS LOCAL 101
105 N MAIN STREETHOPWELLVA23860540853998LOCAL UNIONVA501 (C) (5)N/AYes (1)
TEAMSTERS LOCAL 171
2550 W MAIN STREETSALEMVA24153540325986LOCAL UNIONVA501 (C) (5)N/AYes (1)
TEAMSTERS LOCAL 22
97 BELMONT STREETCOLLINSVILLEVA24078540719311LOCAL UNIONVA501 (C) (5)N/AYes (1)
TEAMSTERS LOCAL 29
12 CEDAR PARK LANEVERONAVA24482540739139LOCAL UNIONVA501 (C) (5)N/AYes (1)
TEAMSTERS LOCAL 322
3705 CAROLINA AVERICHMONDVA23222540406217LOCAL UNIONVA501 (C) (5)N/AYes (1)
TEAMSTERS LOCAL 592
3705 CAROLINA AVERICHMONDVA23222540212118LOCAL UNIONVA501 (C) (5)N/AYes (1)
TEAMSTERS LOCAL 822
PO BOX 12673NORFOLKVA23541540201728LOCAL UNIONVA501 (C) (5)N/AYes (1)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (25 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
TEAMSTERS JT COUNCIL 83 OF VA EXCESS
8814 FARGO ROAD SUITE 200RICHMONDVA23229546459815EXCESS BENEFITSVATYes (1)
TEAMSTERS JOINT COUNCIL NO 83 OF VIRGINIA H&W FUND
8814 FARGO ROAD SUITE 200RICHMONDVA23229540556299ADMINISTRATIVE SERVICESVATYes (1)
ABF
PO BOX 10048FORT SMITHAR72917710249444TRUCKINGARCYes (1)
ACME PAPER
PO BOX 422SAVAGEMD20763520748849PACKAGINGMDCYes (1)
ALLIED BUILDING
15 E UNION AVEE RUTHORFORDNJ07073221729463BLDG MATERIALSNJCYes (1)
ARAMARK REFRESHMENTS
1301 OLIVER HILL ROADRICHMONDVA23219231673482VENDINGVAC0
ARAMARK UNIFORM
115 NORTH FIRST STREETBURBANKCA91502953082883LAUNDRYCAC0
BEINS & AXELROD
1625 MASSACHUSETTS AVEWASHINGTONDC20036521713905LEGALDCC0
JACK COOPER TRANSPORT
1100 WALNUT STREET STE 2400KANSAS CITYMO64106730493030TRUCKINGMOC0
KELLOGG SNACK
67 W MICHIGAN AVEBATTLE CREEKMI49016200329186VENDINGMIC0
NATIONAL FRUIT
PO BOX 2040WINCHESTERVA22604540315385FOOD PROCEVAC0
VIRGINIA INTERNATIONAL TERMINALS
1431 INTERNATIONAL TERMIAL BLVDNORFOLKVA23505541187491TRUCKINGVAC0
PRAXAIR
175 EAST PARK DRIVETONAWANDANY14150061259050TRUCKINGCTC0
SCHWERMAN
PO BOX 1601MILWAUKEEWI53201390767397TRUCKINGWIC0
SENTINEL
1301 BELLWOOD ROADRICHMONDVA23237510392463TRUCKINGVAC0
PET DAIRY
PO BOX 120MT CRAWFORDVA23241742952858DAIRYVAC0
UPS
100 EAST CAMPUSVIEW DRIVECOLUMBUSVA43235362407381TRUCKINGGAC0
VALLEY MILK
PO BOX 271STRASBURGVA22657541959730FOOD PROCEVAC0
VIRGINIA MIRROR
PO BOX 5431MARTINSVILLEVA24115540420100MIRRORVAC0
WHITE WAVE FOODS
6364 SOUTH VALLEY PIKEMT CRAWFORDVA22841722218815FOOD PROCECOC0
YRC
100900 ROE VEOVERLAND PARKKS66211340492670TRUCKINGKSC0
ALLIED SYSTEMS
2302 PARKLAKE DRIVEATLANTAGA30345581710028TRUCKINGGAC0
LEIGH VALLEY DAIRY
1433 OAKMONT DRIVEHAGERSTOWNMD21740581710028TRUCKINGTXC0
PET DAIRY MULTI
14760 TRINITY BLVDFORT WORTHTX76155043742039FOOD PROCETNC0
RIVER CITY LOGO
13501 EAST BOUNDARY RDMIDLOTHIANVA23112545019920CLOTHINGVAC0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
TJC NO 83 OF VA PENSION FUND
Q$768,772CASH
TJC NO 83 OF VA PENSION FUND
R$94,027CASH
TJC NO 83 OF VA PENSION FUND
O$440,056CASH

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