2025-11-13T10:55:36-06:00 2024-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE STE 1200W BETHESDA MD 20814 990 2024-01-01 540556299 TEAMSTERS JOINT COUNCIL NO 83 OF VIRGINIA HEALTH & WELFARE FUND TEAM 8042823131 8814 FARGO ROAD 200 RICHMOND VA 232294673 JAMES SMITH TRUSTEE 8042823131 2025-11-06 1 0 JOSEPH M HERISHEN CPA P00361968 2023319880 2025-11-13 X 2024 2025-03-06 01:10:19Z JAMES SMITH 8814 FARGO ROAD RICHMOND VA 232294673 96095863 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 0 0 0 0 0 0 88779789 87153564 1790368 2136973 4806873 6639225 95377030 95929762 0 0 74680072 78148393 1961517 1642565 0 0 0 5380097 5204468 82021686 84995426 13355344 10934336 158466995 179688560 1775744 1922959 156691251 177765601 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 97618082 ADMINISTER AND PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND ELIGIBLE DEPENDENTS COVERED BY APPLICABLE COLLECTIVE BARGAINING AND PARTICIPATION AGREEMENTS. 0 0 0 0 0 0 0 0 0 1 1 0 0 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 1 866 0 0 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 ROBIN DONOVICK TJC 83 OF VA HEALTH & WELFARE FUND 8042823131 8814 FARGO ROAD STE 200 RICHMOND VA 23229 W ROBERT DAVIDSON EMPLOYER TRUSTEE 1.00 X X 0 0 0 WILLIAM A NATIONS EMPLOYER TRUSTEE 1.00 X 0 0 0 JAMES R SMITH UNION TRUSTEE 1.00 55.00 X X 0 105976 59492 ELI BROWN EMPLOYER TRUSTEE 1.00 X 0 0 0 JAMES WRIGHT UNION TRUSTEE 1.00 50.00 X 0 150636 54949 MICHAEL TODD ROBERSTON UNION TRUSTEE 1.00 50.00 X 0 119264 77155 HENRY ROEHNER EXECUTIVE DIRECTOR 28.00 12.00 X 103622 0 31240 103622 375876 222836 1 1 1 0 0 PARTICIPANT EMPLOYER CONTRIBUTION 525100 85483037 85483037 VOLUNTARY EMPLOYEE CONTRIBUTION 525100 1670527 1670527 87153564 2136973 2136973 148308 166101 -17793 -17793 -17793 RX REBATES 524292 6610089 6610089 OTHER BUILDING INCOME 532000 25842 25842 STOP LOSS REIMBURSEMENT 524298 21087 21087 6657018 95929762 95947555 0 -17793 78148393 203367 725760 267241 276322 169875 392834 67268 226502 341939 540395 67392 78189 131629 OTHER ADMIN - PPO MEDIC 2767585 OTHER EXPENSES 480185 DISEASE MANAGEMENT SERV 110550 84995426 43752805 57284750 6850688 5540956 7326 7326 3509513 3151950 395019 357563 16052295 16546244 87953959 97696489 3454903 2255232 158466995 179688560 1775744 1922959 1775744 1922959 X 156691251 177765601 0 0 0 0 156691251 177765601 158466995 179688560 10934336 10140014 0 X X 0 1 X 0 0 92370 92370 3034617 2794302 240315 382526 357648 24878 357563 CF DV NON-SL STOCK INDEX FUND 40627355 F LOOMIS SAYLES MSFD NHIT 19055865 F CF DV NSL INT CR BOND INDEX FUND 21858547 F TRINITY LIMITED PARTNERSHIP 16151088 F DREYFUS TREASURY SECURITIES CM 3634 F 97696489 X 106009375 10140014 10140014 95869361 226502 -166101 60401 95929762 84935025 166101 166101 84768924 226502 226502 84995426 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXP RECOGNIZED IN PART VIII -166,101. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXP RECOGNIZED IN PART VIII 166,101. X X 0 0 0 JAMES WRIGHT UNION TRUSTEE 0 150636 0 0 0 0 0 54949 0 0 0 205585 0 0 MICHAEL TODD ROBERSTON UNION TRUSTEE 0 119264 0 0 0 0 0 77155 0 0 0 196419 0 0 JAMES R SMITH UNION TRUSTEE 0 105976 0 0 0 0 0 59492 0 0 0 165468 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 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 PACKAGING CORPORATION OF AMERICA 930 PLEASANT VALLEY RD HARRISONBURG VA 22801 364277050 PACKAGING 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 659077 SALARY REIMBURSEMENT TIPRF O 4162 BALANCE DUE TJC NO 83 OF VA PENSION FUND Q 471945 ADMIN EXP REIMBURSEMENT