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TEAMSTERS LOCAL 639 EMPLOYERS HEALTH TRUST: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
TEAMSTERS LOCAL 639 EMPLOYERS HEALTH TRUST (EIN 53-0209136)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-15
IRS object ID
201843199349319169
Schema version
2017v2.3
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)
Return2018-11-15T18:33:38-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN470900880PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CALIBRE CPA GROUP PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17501 WISCONSIN AVENUE SUITE 1200AddressLine1Txt
Address Line2WESTAddressLine2Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN530209136EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOINT BOARD OF TRUSTEES OF THE LOCAL 639BusinessNameLine1Txt
Business Name Line2EMPLOYERS HEALTH TRUST FUND PLANBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlTEAMBusinessNameControlTxt
Phone4108729500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13130 AMES PLACE NEAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20018ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS RATLIFFPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4108729500PhoneNum
Signature2018-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT E HALLBERG CPAPreparerPersonNm
PTINP01081188PTIN
Phone2023319880PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.100.43.98IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-15IPDt
IP Tm19:33:25IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id31A954A32AED5168E1D2D9711EACA06BFDB1B55CAtSubmissionCreationDeviceId
At Submission Filing Device Id9C9577FFC368BC1A918C54DC8B2D99B90FEEC978AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTHOMAS RATLIFFPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13130 AMES PLACE NEAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20018ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$99,637,624GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1952FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH & WELFARE INSURANCE BENEFITS TO EMPLOYEES (AND THEIRELIGIBLE DEPENDENTS) OF CONTRIBUTING EMPLOYERS WHO ARE REPRESENTED BYTHE PARTICIPATING LOCAL UNIONActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$47,099,737PYProgramServiceRevenueAmt
CY Program Service Revenue$46,596,265CYProgramServiceRevenueAmt
PY Investment Income$2,744,565PYInvestmentIncomeAmt
CY Investment Income$5,137,806CYInvestmentIncomeAmt
PY Other Revenue$419PYOtherRevenueAmt
CY Other Revenue$55,352CYOtherRevenueAmt
PY Total Revenue$49,844,721PYTotalRevenueAmt
CY Total Revenue$51,789,423CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$30,394,722PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$37,299,800CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$29,474PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$52,423CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$4,358,798PYOtherExpensesAmt
CY Other Expenses$4,031,919CYOtherExpensesAmt
PY Total Expenses$34,782,994PYTotalExpensesAmt
CY Total Expenses$41,384,142CYTotalExpensesAmt
PY Revenues Less Expenses$15,061,727PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$10,405,281CYRevenuesLessExpensesAmt
Total Assets BOY$162,576,438TotalAssetsBOYAmt
Total Assets EOY$178,893,625TotalAssetsEOYAmt
Total Liabilities BOY$1,062,083TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,098,514TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$161,514,355NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$177,795,111NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE COVERAGE FOR HOSPITALIZATION, MEDICAL BENEFITS, MENTAL HEALTH BENEFITS, DISABILITY INCOME, DEATH BENEFITS, PRESCRIPTION DRUGS, DISEASE CASE MANAGEMENT, DENTAL, AND VISION CARE BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTSMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescPAYMENT OF MEDICAL AND OTHER BENEFITS TO OR FOR ITS PARTICIPANTS AND THEIR DEPENDENTS.Desc
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 Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
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 Document15IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
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 Members8GoverningBodyVotingMembersCnt
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 Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CARDAY ASSOCIATESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4108739020PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17310 COLUMBIA GATEWAY DRIVE SUITE AAddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationMDStateAbbreviationCd
ZIP21046ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ERIC D WEISS
CHAIRMAN-EMPLOYER2.002.00Yes (X)$12,745$0$0
MICHAEL BULL
TRUSTEE-EMPLOYER2.00Yes (X)$13,637$0$0
THOMAS RATLIFF
SECRETARY-UNION2.0040.00Yes (X)$0$138,269$44,035
FRANK W STEGMAN
TRUSTEE-EMPLOYER2.002.00Yes (X)$0$0$0
J ANTHONY SMITH
TRUSTEE-UNION2.0040.00Yes (X)$0$121,464$44,035
JOHN GIBSON
TRUSTEE-UNION2.0040.00Yes (X)$0$129,145$44,035
PHILIP GILES
TRUSTEE-UNION2.00Yes (X)$13,431$0$0
RAYMOND HOWARD
TRUSTEE-EMPLOYER2.00Yes (X)$11,753$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$51,566TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$388,878TotReportableCompRltdOrgAmt
Total Other Compensation$132,105TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CVS CAREMARK INC
ONE CVS DRIVEWOONSOCKETRI02895PRESCRIPTION BENEFIT MANAGEMENT$6,476,280
DENTAL HEALTH CENTERS & ASSOCIATES
1450 MERCANTILE LN 131UPPER MARLBOROMD20774DENTAL CLINIC$2,319,372
CIGNA HEALTHCARE
900 COTTAGE GROVE ROADBLOOMFIELDCT06002CLAIMS PROCESSING$1,161,744
CARDAY ASSOCIATES
7130 COLUMBIA GATEWAY DR ACOLUMBIAMD21046THIRD PARTY ADMINISTRATOR$927,686
MORGAN LEWIS & BROCKIUS
1111 PENNSYLVANIA AVENUEWASHINGTONDC20004LAW FIRM$293,074
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K7CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CONTRIBUTIONS-EMPLOYERS525100$46,444,701$46,444,701
CONTRIBUTIONS-PARTICIPANTS525100$151,564$151,564
FieldValueIRS element (for citing)
Total Program Service Revenue$46,596,265TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,435,715TotalRevenueColumnAmt
Exclusion$4,435,715ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$48,550,292SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$47,848,201SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$702,091SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$702,091TotalRevenueColumnAmt
Exclusion$702,091ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescSECURITY LITIGATION PROCEEDSDesc
Business525100BusinessCd
Total Revenue Column$55,352TotalRevenueColumnAmt
Exclusion$55,352ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$55,352OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$51,789,423TotalRevenueColumnAmt
Related Or Exempt Func Income$46,596,265RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$5,193,158ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$37,299,800TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$52,423TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$895,230TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$515,246TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$48,538TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$742,916TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$165,460TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$77,219TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$6,439TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$48,148TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
NETWORK PPO FEES$1,171,518
TRANSITIONAL REINSURANC$180,252
OONP EXPENSES$115,189
BANK FEES$50,534

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$15,230TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$41,384,142TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY-$1,822,412BOYAmt
EOY$6,354,565EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$20,577,388BOYAmt
EOY$18,708,169EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,642,571BOYAmt
EOY$5,500,827EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$89,010,134BOYAmt
EOY$99,115,025EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$47,074,026BOYAmt
EOY$47,888,732EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,094,731BOYAmt
EOY$1,326,307EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$162,576,438BOYAmt
EOY$178,893,625EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$763,732BOYAmt
EOY$729,554EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$298,351BOYAmt
EOY$368,960EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,062,083BOYAmt
EOY$1,098,514EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$161,514,355BOYAmt
EOY$177,795,111EOYAmt

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$161,514,355BOYAmt
EOY$177,795,111EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$162,576,438BOYAmt
EOY$178,893,625EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$10,405,281ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$5,875,475NetUnrlzdGainsLossesInvstAmt
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

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
LIMITED PARTNERSHIPS$23,700,152F
HEDGE FUNDS$660,694F
REAL ESTATE$23,527,886F
FieldValueIRS element (for citing)
Total Book Value Securities$47,888,732TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO BROKERDesc
Amt$368,960Amt
FieldValueIRS element (for citing)
Total Liability$368,960TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$56,921,982TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$5,875,475NetUnrealizedGainsInvstAmt
Revenue Not Reported$5,875,475RevenueNotReportedAmt
Revenue Subtotal$51,046,507RevenueSubtotalAmt
Investment Expenses Not Incld$742,916InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$742,916RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$51,789,423TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$40,641,226TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$40,641,226ExpensesSubtotalAmt
Investment Expenses Not Incld2$742,916InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$742,916ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$41,384,142TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 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 AS 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, 2017. THE PLAN IS SUBJECT TO ROUTINE AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2014.
PART XII, LINE 4B - OTHER ADJUSTMENTSINVESTMENT EXPENSES 742,916

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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
THOMAS RATLIFF
SECRETARY-UNION$0$138,269$0$0$0$0$0$30,037$0$13,998$0$182,304$0$0
J ANTHONY SMITH
TRUSTEE-UNION$0$121,464$0$0$0$0$0$30,037$0$13,998$0$165,499$0$0
JOHN GIBSON
TRUSTEE-UNION$0$129,145$0$0$0$0$0$30,037$0$13,998$0$173,180$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 HAS BEEN PROVIDED TO THE FUND'S ADMINISTRATOR TO BE DISTRIBUTED TO THE FUND'S BOARD OF TRUSTESS PRIOR TO ITS FILING
FORM 990, PART VI, SECTION B, LINE 12CTHE FUND IS SUBJECT TO THE REQUIREMENTS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT, AS AMENDED 1974 ("ERISA"), INCLUDING THE STATUTE'S FIDUCIARY STANDARDS AND PROHIBITED TRANSACTION PROVISIONS, WHICH TOGETHER CONSTITUTE THE FUND'S CONFLICT OF INTEREST POLICY. THE BOARD OF TRUSTEES, ALONG WITH THE VARIOUS FUND PROFESSIONALS' ASSISTANCE, MONITOR AND ENFORCE THE FUND'S COMPLIANCE WITH ERISA AND ALSO THE INTERNAL REVENUE CODE.
FORM 990, PART VI, SECTION C, LINE 19THE FUND'S ANNUAL FINANCIAL DISCLOSURE STATEMENT, THE FORM 5500, IS AVAILABLE FOR PUBLIC INSPECTION THROUGH CERTAIN WEBSITES, INCLUDING BUT NOT LIMITED TO, THE UNITED STATES DEPARTMENT OF LABOR'S FORM 5500 FILING SEARCH AND FREEERISA. THE FUND MAKES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS, BENEFICIARIES, THE SPONSORING UNION, AND CONTRIBUTING EMPLOYERS AS REQUIRED BY ERISA. ERISA DOES NOT REQUIRE THE FUND TO MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC AND THE FUND DOES NOT DO SO.
FORM 990, PART XII, LINE 2C:THE TRUSTEES EVALUATE AND APPROVE THE INDEPENDENT AUDITOR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
TEAMSTERS LOCAL 639 EMPLOYERS PENSION TRUST FUND
3130 AMES PLACE NEWASHINGTONDC20018PENSION FUNDMD401(A)0
TEAMSTERS LOCAL 639 LEGAL SERVICES FUND
3130 AMES PLACE NEWASHINGTONDC20018LEGAL FUNDMD501(C)(9)0
TEAMSTERS LOCAL UNION 639
3130 AMES PLACE NEWASHINGTONDC20018LABOR UNIONMD501(C)(5)0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (69 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdControlled OrganizationControlledOrganizationInd
ABF FREIGHT
ADVANTAGE CONF & EXPO
ALLIANCE EXPOSITION SERVICES
ALUMA SYSTEMS CONCRETE
ARATA EXPOSITIONS
BOILER & FURNACE
BREDE WASHINGTON
CLARK CONSTRUCTION
COLLINGTON SERVICE
ALBERT M BRIGS COMPANY
CRANE RENTAL
DRIVERS CHAUFFEURS
APCOM POWER
EL GARDNER
EXPO LABOR PROS
FREEMAN DECORATING
GALLIHER & HUGUELY
GES EXPOSITION SERVICE
GIANT FOOD
HUNGRY MAN PRODUCTIONS
HARGROVE INC
HERITAGE EXPO
HUTCHINSON INTERNATIONAL
JJ TAYLOR
LAMAR & WALLACE
LBM
MARTIN-BROWER
MARVA MAID
MDVA MILK PRODUCERS
MERIT CONCRETE
METRO MECHANICAL
METROPOLITAN POULTRY
MONDELEZ INTERNATIONAL
NEXXTSHOW
NOLAND
OTTENBERG'S BAKER
NATIONAL EXPO
PIERCE ASSOCIATES
POTOMAC DISPOSAL SERVICE
S FREEDMAN & SONS
REPUBLIC NATIONAL DISTRIBUTING CO
SAFEWAY STORES
SECURITY STORAGE
SHENANDOAH'S PRIDE
SHEPARD EXPOSITION
SILVER HILL MATERIAL
SILBER HILL AGGREGATES LTD
STROMBERG
SUPER CONCRETE
TRAX INTERNATIONAL
21ST CENTURY
TWP ENTERPRISES
TRAVEL COURTS INC
UPS
WASHINGTON WHOLESALE
YRC WORLDWIDE
JOINT BOARD OF TRUSTEES LOCAL 639 EMPLOYERS HEALTH
3130 AMES PL NEWASHINGTONDC20018530209136PLAN SPONSORMD0
ZENITH AMERICAN SOLUTIONS
SHENANDOAH FLEET MAINTENANCE
PARAMOUNT CONVENTION SERVICES INC
BOURNE 5 PRODUCTIONS
BOARD DAYLIGHT LLC
EMPLOYCO SERVICES LTD
WUW-SACHA
KIEWIT ENERGY COMPANY
RUAN LOGISTICS CORPORATION
SNC-LAVALIN CONSTRUCTION INC
TEXAS EXPOSITION SERVICES
UNIVERSAL TELEVISION
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 Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

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