2018-01-15T15:37:06-06:00 2017-03-31 621802605 DANIELS IRWIN & AYLOR 223 MADISON STREET SUITE 112 MADISON TN 371153660 990 2016-04-01 586066597 SOUTHEASTERN CARP & MW HEALTH PLAN SOUT 6158590131 PO BOX 1449 GOODLETTSVILLE TN 370701449 J KIRK MALONE CHAIRMAN 6158590131 2017-12-20 true DOUGLAS A IRWIN P01363756 6158686008 2018-01-15 FC1DB2D7C2A4C4D935F07B7B3EA02570F54DA193 FC1DB2D7C2A4C4D935F07B7B3EA02570F54DA193 2016 2021-01-29 14:40:06Z X J KIRK MALONE 28976582 false X X 1967 GA PAYMENT OF HEALTH, VISION, DENTAL, TEMPORARY DISABILITY AND LIFE INSURANCE BENEFITS TO PLAN PARTICIPANTS. 6 6 73 0 0 19096963 19842861 135401 377595 476081 19232364 20696537 0 17726207 18764197 19304 0 0 721165 1970756 18447372 20754257 784992 -57720 16465829 16703215 274587 569693 16191242 16133522 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 1634 0 true 73 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 TOM JENKINS SECRETARY 2.00 X 0 0 0 MICHAEL C HAMILTON TRUSTEE 2.00 X 0 0 0 JIMMY GIBBS 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 CIGNA TWO LIBERTY PLACE PHILADELPHIA PA 19192 PPO 760181 SOUTHERN BENEFIT ADMINISTRATORS PO BOX 1449 GOODLETTSVILLE TN 370701449 ADMIN. 538800 2 EMPLOYER CONTRIBUTIONS 19630493 19630493 EMPLOYEE CONTRIBUTIONS 212368 212368 19842861 396752 396752 8260888 8280045 -19157 -19157 -19157 FORMULARY REBATES 336511 336511 SUBROGATION REFUNDS 64664 64664 CLAIMS REFUNDS 62150 62150 12756 12756 476081 20696537 20318942 377595 18764197 19304 517800 33640 36642 34645 783881 21278 373703 TRANSITIONAL REINSURANCE 99640 PRINTING AND MAILING EXPE 34675 BANK CHARGES 10100 PCORI FEE 9759 14993 20754257 0 0 0 1310304 953704 38576 2130334 2495725 931 210 13024260 13215000 16465829 16703215 274587 569693 274587 569693 X 16191242 16133522 16191242 16133522 16465829 16703215 -57720 X false true X true false X 20696537 20696537 20696537 20754257 20754257 20754257 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, 2017, 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 ATACCON LLC N/A false false ADVANTAGE INDUSTRIAL SYSTEMS LLC N/A false false ATLAS INDUSTRIAL CONTRACTORS LLC N/A false false THE BERG GROUP LLC N/A false false CA SOUTH LLC N/A false false CB&I PROJECT SERVICES GROUP LLC N/A false false CONCRETE STRATEGIES LLC N/A false false DANNY'S DRYWALL AND CONSTRUCTION L N/A false false ETHOSENERGY LLC N/A false false HDI POWER & CONTROL LLC N/A false false HARRIS ACQUISITION III LLC N/A false false HUMPHRIES AND COMPANY LLC N/A false false INFINITY HOMESCAPES LLC N/A false false MCT SERVICES LLC N/A false false MARIETTA SILOS LLC N/A false false NATIONAL STEEL CITY LLC N/A false false ODOM CONSTRUCTION SYSTEMS LLC N/A false false PCI ENERGY SERVICES LLC N/A false false POWER PLANT FIELD SERVICES LLC N/A false false SAVANNAH RIVER NUCLEAR SOLUTIONS L N/A false false SAVANNAH RIVER REMEDIATION LLC N/A false false SIMPSON CONSTRUCTION LLC N/A false false TECHNICAL ASSOCIATES SERVICES GROUP N/A false false THE KING'S CARPENTERS LLC N/A false false THE WEITZ COMPANY LLC N/A false false TOPS FIELD SERVICES LLC N/A false false TURBINE PROS LLC N/A false false US MECHANICAL CONTRACTORS LLC N/A false false VULCAN INDUSTRIAL CONTRACTORS LLC N/A false false WILKERSON HEAVYQUIP LLC N/A false false WILLIAMS PLANT SERVICES LLC N/A false false ACTION ELECTRIC N/A false ADVANCED EQUIPMENT N/A false AIRCO INDUSTRIAL SERVICES N/A false ALBERICI CONSTRUCTORS N/A false ALLEN & GRAHAM N/A false ANNING-JOHNSON N/A false ATLANTIC PLANT MAINTENANCE N/A false BR WALDEN CONSTRUCTION N/A false BAGGETT CONSTRUCTION N/A false BAILEY STEPHENS CONTRACTOR SERVICES N/A false BERKEL AND COMPANY CONTRACTORS N/A false BOYKIN ERECTORS N/A false BRADDY ELECTRIC N/A false BRAND ENERGY & INFRASTRUCTURE SERVI N/A false BRUNSWICK BOWLING N/A false CA MURREN & SONS N/A false CR MEYER N/A false CARTER MECHANICAL N/A false CENTRAL ELECTRICAL SYSTEMS N/A false CLEVELAND ELECTRIC N/A false COAST TO COAST MILLWORK INSTALLATIO N/A false COMMERCIAL INTERIOR SYSTEMS N/A false COMMONWEALTH CONSTRUCTORS N/A false CONTRACT MANAGEMENT N/A false CORK-HOWARD CONSTRUCTION COMPANY N/A false CRAFTCORPS 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 DAYBREAK INSULATION N/A false DAY & ZIMMERMAN NPS N/A false DUNCAN MACHINERY MOVERS N/A false ENVIROTECH SERVICES N/A false FABCO INDUSTRIAL SERVICES N/A false FENTON RIGGING & CONTRACTING N/A false FESSLER & BOWMAN N/A false FLUOR N/A false GENESYS N/A false GES EXPOSITION SERVICES N/A false GOEBEL FIXTURE COMPANY N/A false GRADE SOUTH N/A false HAMON CUSTODIS N/A false HARRIS ENVIRONMENTAL SYSTEMS N/A false HERITAGE INDUSTRIAL CONTRACTING N/A false HEWITT INDUSTRIAL CONTRACTORS N/A false INDUSTRIAL TECHNICAL COATINGS N/A false INTEGRITY INSTALLATIONS N/A false INTERIOR INSTALLATIONS N/A false INTERNATIONAL CHIMNEY CORPORATION N/A false INTERNATIONAL INDUSTRIAL CONTRACTIN N/A false J C PENNEY N/A false JM WILKERSON CONSTRUCTION N/A false KCI TECHNOLOGIES N/A false MJW CONSOLIDATED N/A false MOH COMPANY N/A false MACALJON N/A false MACLEAN-RIGGINS N/A false MALONE CONSTRUCTION COMPANY N/A false MCABEE CONSTRUCTION N/A false MIDSOUTH INTERIOR & EXTERIOR N/A false MIRON CONSTRUCTION N/A false MOMENTUM MANAGEMENT N/A false MORGAN MECHANICAL N/A false MULLIS CONTRACTING N/A false O'NEAL SCOGGINS N/A false ONSITE WOODWORK N/A false OT CUSTOM PRODUCTS 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 PRECISION COOLING TOWERS N/A false RICHARD GOETTLE INC N/A false SCHNABEL FOUNDATION COMPANY N/A false SEITHER & CHERRY QUAD CITIES N/A false SHOULDICE INDUSTRIAL MANUFACTURERS N/A false SIEMENS GENERATION SERVICES COMPANY N/A false SPECIALTY MECHANICAL SERVICES N/A false SPECTRA CONTRACT FLOORING N/A false SPORTS SYSTEMS UNLIMITED N/A false STEVE AYERS CONSTRUCTION N/A false STOKES MASONRY N/A false STONE MOUNTAIN ACCESS SYSTEMS N/A false STRATTON TRANSPORT & CONTRACTING N/A false STRUCTOR GROUP N/A false SUPERIOR RIGGING & ERECTING COMPANY N/A false TAB STOREFORCE 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 TRI-CROSSING INSTALLATION SERVICES N/A false UNIFIED BUILDING SYSTEMS N/A false UNION TEMPORARY SERVICES N/A false UNISTRUT CONSTRUCTION N/A false VINTAGE CONSTRUCTORS N/A false WW GAY MECHANICAL CONTRACTOR N/A false WACHS SERVICES N/A false WELCH TARKINGTON N/A false WESTERN INDUSTRIAL CONTRACTORS N/A false WISE SERVICES N/A false false 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