TEAMSTERS JOINT COUNCIL-83 OF VIRGINIA HEALTH & WELFARE INSURANC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
TEAMSTERS JOINT COUNCIL-83 OF VIRGINIA HEALTH & WELFARE INSURANC (EIN 54-0556299)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-09
IRS object ID
201703139349301580
Schema version
2016v3.0
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)
Return2017-11-09T10:45:34-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-11-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH M HERISHEN CPAPreparerPersonNm
PTINP00361968PTIN
Phone3018307400PhoneNum
Preparation2017-11-09PreparationDt
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)
IP2017-11-09IPDt
IP Tm11:45:18IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdB02763FB25E200423D0804E5FE32B08243DF789DAtSubmissionCreationDeviceId
At Submission Filing Device Id00BE48F0AB4807CEECB136980997BAB54CC15B2AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2018-03-14 21:41:22ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMICHAEL M MCCALLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18814 FARGO ROADAddressLine1Txt
CityRICHMONDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP232294673ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$54,111,454GrossReceiptsAmt
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 Employee30TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$44,017,330PYProgramServiceRevenueAmt
CY Program Service Revenue$50,533,461CYProgramServiceRevenueAmt
PY Investment Income$2,531,279PYInvestmentIncomeAmt
CY Investment Income$1,762,319CYInvestmentIncomeAmt
PY Other Revenue$43,873PYOtherRevenueAmt
CY Other Revenue$34,240CYOtherRevenueAmt
PY Total Revenue$46,592,482PYTotalRevenueAmt
CY Total Revenue$52,330,020CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$42,197,941PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$44,987,585CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,083,045PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,176,941CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,583,348PYOtherExpensesAmt
CY Other Expenses$3,579,618CYOtherExpensesAmt
PY Total Expenses$47,864,334PYTotalExpensesAmt
CY Total Expenses$50,744,144CYTotalExpensesAmt
PY Revenues Less Expenses-$1,271,852PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,585,876CYRevenuesLessExpensesAmt
Total Assets BOY$69,860,377TotalAssetsBOYAmt
Total Assets EOY$73,700,773TotalAssetsEOYAmt
Total Liabilities BOY$1,781,739TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,425,463TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$68,078,638NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$72,275,310NetAssetsOrFundBalancesEOYAmt
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$50,455,513ExpenseAmt
Revenue$50,533,461RevenueAmt
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$288,631ExpenseAmt
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$288,631TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$50,744,144TotalProgramServiceExpensesAmt
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 Document842IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee30EmployeeCnt
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$122,890$43,29663.00
JAMES R SMITH
UNION TRUSTEE1.00Yes (X)$0$110,751$43,88155.00
JAY BOWERS
UNION TRUSTEE0.00Yes (X)$0$0$0
KENNETH CHISM
UNION TRUSTEE1.00Yes (X)$0$133,500$43,29670.00
MICHAEL M MCCALL
EXEC DIRECTOR32.75$142,471$47,490$43,29611.00Yes (X)
MATTHEW COHN
DIRECTOR OF FINANCE32.75$81,214$27,072$43,29611.00Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$223,685TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$441,703TotReportableCompRltdOrgAmt
Total Other Compensation$217,065TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
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
ANTHEM BLUE CROSS BLUE SHIELD
2015 STAPLES MILL RDRICHMONDVA23230PPO NETWORK$1,386,922
CAREWISE HEALTH
DEPARTMENT 8101CAROL STREAMIL60122DISEASE MGMT$431,813
HINES & ASSOCIATES
14 NORTH RIVERSIDE AVENUEST CHARLESIL60174DISEASE MGMT$421,886
HORIZON ACTUARIAL SERVICES
8601 GEORGIA AVE STE 700SILVER SPRINGMD20910ACTUARY$242,849
BASYS INC
3700 KOPPERS ST STE 400BALTIMOREMD21227SOFTWARE PROGRAMING$135,533
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PARTICIPANT EMPLOYER CONTRIBUTION525100$48,591,718$48,591,718
VOLUNTARY EMPLOYEE CONTRIBUTION525100$1,941,743$1,941,743
FieldValueIRS element (for citing)
Total Program Service Revenue$50,533,461TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,393,509TotalRevenueColumnAmt
Related Or Exempt Func Income$1,393,509RelatedOrExemptFuncIncomeAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$183,414RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$150,244RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$33,170RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$33,170TotalRevenueColumnAmt
Exclusion$33,170ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,000,000SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,631,190SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$368,810SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$368,810TotalRevenueColumnAmt
Related Or Exempt Func Income$368,810RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescEMPLOYER INTEREST ASSESMENTSDesc
Business525100BusinessCd
Total Revenue Column$1,070TotalRevenueColumnAmt
Related Or Exempt Func Income$1,070RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,070OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$52,330,020TotalRevenueColumnAmt
Related Or Exempt Func Income$52,296,850RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$33,170ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$44,987,585TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$174,944TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,120,850TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$511,333TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$277,250TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$92,564TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$155,688TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$78,841TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$107,737TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,341,823TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$133,198TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$261,647TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,512TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$29,069TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$22,092TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$179,753TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$57,919TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescOTHER EXPENSESDesc
Total$210,339TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$50,744,144TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,127,259BOYAmt
EOY$4,680,936EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,203,844BOYAmt
EOY$4,251,933EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$28,860BOYAmt
EOY$37,485EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,120,823LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,211,354LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,055,035BOYAmt
EOY$909,469EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$10,603,746BOYAmt
EOY$10,833,697EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$50,841,633BOYAmt
EOY$52,987,253EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$69,860,377BOYAmt
EOY$73,700,773EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,781,739BOYAmt
EOY$1,425,463EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,781,739BOYAmt
EOY$1,425,463EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$68,078,638BOYAmt
EOY$72,275,310EOYAmt

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$68,078,638BOYAmt
EOY$72,275,310EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$69,860,377BOYAmt
EOY$73,700,773EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,585,876ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,610,796NetUnrlzdGainsLossesInvstAmt
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$2,729,376OtherCostOrOtherBasisAmt
Depreciation$2,004,414DepreciationAmt
Book Value$724,962BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$299,077OtherCostOrOtherBasisAmt
Depreciation$206,940DepreciationAmt
Book Value$92,137BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$909,469TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
CF DV NON-SL STOCK INDEX FUND$42,116,629F
LOOMIS SAYLES MSFD NHIT$10,870,624F
FieldValueIRS element (for citing)
Total Book Value Securities$52,987,253TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$54,983,323TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$2,610,796DonatedServicesAndUseFcltsAmt
Revenue Not Reported$2,610,796RevenueNotReportedAmt
Revenue Subtotal$52,372,527RevenueSubtotalAmt
Investment Expenses Not Incld$107,737InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$150,244OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$42,507RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$52,330,020TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$50,786,651TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$50,786,651ExpensesSubtotalAmt
Investment Expenses Not Incld2$107,737InvestmentExpensesNotIncld2Amt
Other Expenses Not Included-$150,244OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt-$42,507ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$50,744,144TotalExpensesPerForm990Amt

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 -150,244.
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 -150,244.

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$122,890$0$0$0$0$0$28,071$0$15,225$0$166,186$0$0
JAMES R SMITH
UNION TRUSTEE$0$105,651$0$0$0$5,100$0$28,567$0$15,314$0$154,632$0$0
KENNETH CHISM
UNION TRUSTEE$0$128,400$0$0$0$5,100$0$28,071$0$15,225$0$176,796$0$0
MICHAEL M MCCALL
EXEC DIRECTOR$142,471$47,490$0$0$0$0$21,053$7,018$11,419$3,806$174,943$58,314$0$0
MATTHEW COHN
DIRECTOR OF FINANCE$81,214$27,072$0$0$0$0$21,053$7,018$11,419$3,806$113,686$37,896$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 (22 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
PCI OF VIRGINIA
5000 DEEPWATER TERMINAL ROADRICHMONDVA23234271311943TRUCKINGVAC0
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
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 OrgYes (1)PerformOfServicesForOthOrgInd
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

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1TJC NO 83 OF VA PENSION FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeQTransactionTypeTxt
Involved$1,215,396InvolvedAmt
Method Of Amount DeterminationCASHMethodOfAmountDeterminationTxt

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