TENNESSEE VALLEY OPERATING ENGINEERS HEALTH FUND: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- TENNESSEE VALLEY OPERATING ENGINEERS HEALTH FUND (EIN 23-7153308)
- Tax period
- 2015-11-01 to 2016-10-31
- Filed
- 2017-08-15
- IRS object ID
- 201742279349302214
- Schema version
- 2015v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-15T10:42:05-05:00 | ReturnTs |
| Tax Period End | 2016-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621802605 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIELS IRWIN & AYLOR | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 223 MADISON STREET SUITE 112 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 371153660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237153308 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TENNESSEE VALLEY OPERATING | BusinessNameLine1Txt |
| Business Name Line2 | ENGINEERS HEALTH FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TENN | BusinessNameControlTxt |
| Phone | 6158590131 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1449 | AddressLine1Txt |
| City | GOODLETTSVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 370701449 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID RHEA | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 6158590131 | PhoneNum |
| Signature | 2017-07-27 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUGLAS A IRWIN | PreparerPersonNm |
| PTIN | P01363756 | PTIN |
| Phone | 6158686008 | PhoneNum |
| Preparation | 2017-08-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID RHEA | PrincipalOfficerNm |
| Gross Receipts | $7,620,802 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1970 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | THE PROVISION OF BENEFITS TO PARTICIPANTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 18 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,651,312 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,295,549 | CYProgramServiceRevenueAmt |
| PY Investment Income | $66,839 | PYInvestmentIncomeAmt |
| CY Investment Income | $172,501 | CYInvestmentIncomeAmt |
| PY Other Revenue | $559,455 | PYOtherRevenueAmt |
| CY Other Revenue | $152,752 | CYOtherRevenueAmt |
| PY Total Revenue | $8,277,606 | PYTotalRevenueAmt |
| CY Total Revenue | $7,620,802 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $7,921,158 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $5,669,125 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,850 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,447 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $883,704 | PYOtherExpensesAmt |
| CY Other Expenses | $879,912 | CYOtherExpensesAmt |
| PY Total Expenses | $8,811,712 | PYTotalExpensesAmt |
| CY Total Expenses | $6,554,484 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$534,106 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,066,318 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,194,355 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,858,458 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,262,013 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,859,798 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,932,342 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,998,660 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE PROVISION OF BENEFITS TO PARTICIPANTS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | THE PROVISION OF HEALTH, DENTAL, VISION, TEMPORARY DISABILITY AND DEATH BENEFITS TO PLAN PARTICIPANTS. | Desc |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 773 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 18 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SOUTHERN BENEFIT ADMINISTRATORS | PersonNm |
| Phone | 6158590131 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 CALDWELL DRIVE | AddressLine1Txt |
| City | GOODLETTSVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37072 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| DAVID RHEA | |||||
| CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 |
| MELVIN J SCHUSTER JR | |||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 |
| JOHN D TAYLOR | |||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 |
| KEITH HOPPER | |||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 |
| TOMMY H SLATON | |||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 |
| DUSTIN R COLE | |||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 |
| TOM KRAL | |||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 |
| JOE HINELEY | |||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS | |||||
| 2001 CALDWELL DR | GOODLETTSVILLE | TN | 37072 | ADMINISTRATION | $266,225 |
| CIGNA | |||||
| 1111 MARKET ST | CHATTTANOOGA | TN | 37402 | PPO | $252,465 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| EMPLOYER CONTRIBUTIONS | $6,612,413 | $6,612,413 |
| EMPLOYEE CONTRIBUTIONS | $683,136 | $683,136 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,295,549 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $172,501 | TotalRevenueColumnAmt |
| Exclusion | $172,501 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| FORMULARY REBATES | $107,487 | $107,487 |
| CLAIMS REFUNDS | $24,754 | $24,754 |
| SUBROGATION REFUNDS | $11,023 | $11,023 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,488 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,488 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $152,752 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,620,802 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,448,301 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $172,501 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,669,125 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,447 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,000 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,450 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,700 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,690 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,743 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,443 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,051 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| TRANSITIONAL REINSURANCE | $49,650 |
| FIDUCIARY LIABILITY INSUR | $10,012 |
| BANK CHARGES | $6,015 |
| PCORI FEE | $4,570 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,588 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,554,484 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $522,944 | BOYAmt |
| EOY | $517,391 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $758,081 | BOYAmt |
| EOY | $671,812 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,774 | BOYAmt |
| EOY | $13,198 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,883,556 | BOYAmt |
| EOY | $5,656,057 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,194,355 | BOYAmt |
| EOY | $6,858,458 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,262,013 | BOYAmt |
| EOY | $3,859,798 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,262,013 | BOYAmt |
| EOY | $3,859,798 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,932,342 | BOYAmt |
| EOY | $2,998,660 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,932,342 | BOYAmt |
| EOY | $2,998,660 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,194,355 | BOYAmt |
| EOY | $6,858,458 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,066,318 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Rev Etc Audited Fincl Stmt | $7,620,802 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $7,620,802 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $7,620,802 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,554,484 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $6,554,484 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $6,554,484 | TotalExpensesPerForm990Amt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 2 | OPERATING ENGINEERS LOCAL 917 OPERATING ENGINEERS LOCAL 917 CHAIRMAN TRUSTEE WORK FOR SAME LOCAL. OPERATING ENGINEERS LOCAL 917 OPERATING ENGINEERS LOCAL 917 CHAIRMAN TRUSTEE WORK FOR SAME LOCAL. OPERATING ENGINEERS LOCAL 917 OPERATING ENGINEERS LOCAL 917 TRUSTEE TRUSTEE WORK FOR SAME LOCAL. |
| FORM 990, PAGE 6, PART VI, LINE 3 | SOUTHERN BENEFIT ADMINISTRATORS, INC. |
| FORM 990, PAGE 6, PART VI, LINE 7A | THE EMPLOYER TRUSTEES ARE APPOINTED TO THE BOARD BY THE EMPLOYERS ASSOCIATION AND THE UNION TRUSTEES ARE APPOINTED BY THE UNION. |
| 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 | CONFLICTS 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|
| IUOE JOB CORPS PROGRAM | |
| N/A | false |
| IUOE LOCAL UNION NO 369 | |
| N/A | false |
| IUOE LOCAL UNION NO 917 | |
| N/A | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (36 entries)
| Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|
| AEROSTAR SES LLC | ||
| N/A | false | false |
| ALL CRANE RENTAL OF TN LLC | ||
| N/A | false | false |
| APPALACHIAN PIPELINE CONTRACTORS L | ||
| N/A | false | false |
| ATLAS INDUSTRIAL CONTRACTORS LLC | ||
| N/A | false | false |
| BWXT Y-12 LLC | ||
| N/A | false | false |
| BECHTEL JACOBS LLC | ||
| N/A | false | false |
| C&I CONTRACTORS LLC | ||
| N/A | false | false |
| CJ MAHAN CONSTRUCTION LLC | ||
| N/A | false | false |
| ELLIOTT AMQUIP LLC | ||
| N/A | false | false |
| EMERALDA&H JV LLC | ||
| N/A | false | false |
| ENVIRONMENTAL SPECIALTIES LLC | ||
| N/A | false | false |
| ESG CONSTRUCTION LLC | ||
| N/A | false | false |
| HATFIELD CONSTRUCTION COMPANY LLC | ||
| N/A | false | false |
| JACOBS INDUSTRIAL SERVICES LTD | ||
| N/A | false | false |
| LATA SHARP REMEDIATION LLC | ||
| N/A | false | false |
| LOUDON COUNTY FENCE LLC | ||
| N/A | false | false |
| MCT SERVICES LLC | ||
| N/A | false | false |
| M&W DRILLING LLC | ||
| N/A | false | false |
| MP LAWSON CONSTRUCTION LLC | ||
| N/A | false | false |
| MRL CONSTRUCTORS OF NY LTD | ||
| N/A | false | false |
| MAXIM CRANE WORKS LP | ||
| N/A | false | false |
| MID SOUTH PRESTRESS LLC | ||
| N/A | false | false |
| MORSEY CONSTRUCTORS LLC | ||
| N/A | false | false |
| NATIONAL RESOURCE MANAGEMENT LLC | ||
| N/A | false | false |
| OLDHAM CONSTRUCTION COMPANY LLC | ||
| N/A | false | false |
| OZ DIRECTIONAL DRILLING LLC | ||
| N/A | false | false |
| PALMERTREE CONSTRUCTION COMPANY LL | ||
| N/A | false | false |
| PATTON-TULLY CONSTRUCTION LLC | ||
| N/A | false | false |
| PLATTIN CREEK EXCAVATING LLC | ||
| N/A | false | false |
| RIVER CITY ERECTORS OF TN LLC | ||
| N/A | false | false |
| RSS ROOFING SERVICES AND SOLUTIONS | ||
| N/A | false | false |
| SOUTHERN STEEL CONSTRUCTION LLC | ||
| N/A | false | false |
| SR INDUSTRIAL LLC | ||
| N/A | false | false |
| TELLUS CONSTRUCTION SOLUTIONS LLC | ||
| N/A | false | false |
| WILLIAMS PLANT SERVICES LLC | ||
| N/A | false | false |
| WRAP IT UP LLC | ||
| N/A | false | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (113 entries)
| Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|
| AECOM | |
| N/A | false |
| AIRCO POWER SERVICES | |
| N/A | false |
| ALLTRACK | |
| N/A | false |
| ANGELO IAFRATE CONSTRUCTION | |
| N/A | false |
| ARISTEO CONSTRUCTION | |
| N/A | false |
| B&B STEEL ERECTION | |
| N/A | false |
| BAKER'S CONSTRUCTION SERVICES | |
| N/A | false |
| BARNARD CONSTRUCTION | |
| N/A | false |
| BARNHART CRANE & RIGGING | |
| N/A | false |
| BCS CONTRACTORS | |
| N/A | false |
| BENNETT STEEL | |
| N/A | false |
| BLACKHAWK FOUNDATION COMPANY | |
| N/A | false |
| BOWEN ENGINEERING | |
| N/A | false |
| BRAND ENERGY & INFRASTRUCTURE SERVI | |
| N/A | false |
| BRAND SCAFFOLD | |
| N/A | false |
| BRANDENBURG INDUSTRIAL SERVICE COMP | |
| N/A | false |
| BROADWAY ELECTRIC SERVICE CORPORATI | |
| N/A | false |
| C&C MILLWRIGHT MAINTENANCE | |
| N/A | false |
| CR MEYER & SONS | |
| N/A | false |
| CTI & ASSOCIATES | |
| N/A | false |
| CLAUSS CONSTRUCTION | |
| N/A | false |
| COMMERCIAL CONCRETE SYSTEMS | |
| N/A | false |
| CONTINENTAL CONSTRUCTION COMPANY | |
| N/A | false |
| DSI STRUCTURES | |
| N/A | false |
| DAY & ZIMMERMAN NPS | |
| N/A | false |
| DEARBORN MIDWEST CONVEYOR | |
| N/A | false |
| DRILL TECH DRILLING & SHORING | |
| N/A | false |
| DRYWALL SYSTEMS PLUS | |
| N/A | false |
| DUNCAN MACHINERY MOVERS | |
| N/A | false |
| EAST COAST METAL SYSTEMS | |
| N/A | false |
| EAST TN MECHANICAL CONTRACTORS | |
| N/A | false |
| ELECTRICAL CONTRACTING SERVICE | |
| N/A | false |
| ENERFAB | |
| N/A | false |
| FM SYLVAN | |
| N/A | false |
| FISHER CONTRACTING | |
| N/A | false |
| FOLEY COMPANY | |
| N/A | false |
| FRANK LILL & SON | |
| N/A | false |
| G UB MK CONSTRUCTORS | |
| N/A | false |
| GARNER CONSTRUCTION | |
| N/A | false |
| GEM TECHNOLOGIES | |
| N/A | false |
| GENERAL STEEL CONTRACTORS | |
| N/A | false |
| GERACE CONSTRUCTION | |
| N/A | false |
| GLENN E MITCHELL & COMPANY | |
| N/A | false |
| GROUP STEEL ERECTORS | |
| N/A | false |
| H&T ENTERPRISES | |
| N/A | false |
| HARRISON CONSTRUCTION COMPANY | |
| N/A | false |
| HAYES DRILLING | |
| N/A | false |
| HAYWARD BAKER | |
| N/A | false |
| HELMKAMP CONSTRUCTION | |
| N/A | false |
| HENKELS & MCCOY | |
| N/A | false |
| HICKS & INGLE | |
| N/A | false |
| HOLLAND CONTRACTORS | |
| N/A | false |
| INDUSTRIAL CONTRACTORS | |
| N/A | false |
| INDUSTRIAL CRANE SERVICE | |
| N/A | false |
| INTERNATIONAL INDUSTRIAL | |
| N/A | false |
| JAMES WILSON COMPANY | |
| N/A | false |
| JARROD ROBERTS EXCAVATING | |
| N/A | false |
| JINKS CONCRETE CONTRACTORS | |
| N/A | false |
| JOHN E GREEN COMPANY | |
| N/A | false |
| JOHNSON CONTRACTORS | |
| N/A | false |
| KIEWIT POWER CONSTRUCTORS | |
| N/A | false |
| LAYNE CHRISTENSEN COMPANY | |
| N/A | false |
| L E MYERS COMPANY | |
| N/A | false |
| LILJA CORPORATION | |
| N/A | false |
| MARYLAND ELECTRIC COMPANY | |
| N/A | false |
| MCABEE CONSTRUCTION | |
| N/A | false |
| MCCARTHY BUILDING COMPANIES | |
| N/A | false |
| MCKINNEY DRILLING COMPANY | |
| N/A | false |
| MCMURRY CONSTRUCTION COMPANY | |
| N/A | false |
| MORGAN CORPORATION | |
| N/A | false |
| NATIONAL ENVIRONMENTAL CONTRACTING | |
| N/A | false |
| NICHOLSON CONSTRUCTION | |
| N/A | false |
| NORTH WIND GROUP | |
| N/A | false |
| PALMER CONTRACTORS | |
| N/A | false |
| PERFORMANCE ABATEMENT | |
| N/A | false |
| PHILLIPS & JORDAN | |
| N/A | false |
| PLUMBING CONTRACTORS | |
| N/A | false |
| PRECAST ERECTORS | |
| N/A | false |
| PRECISION STONE SETTING | |
| N/A | false |
| R&R ERECTORS | |
| N/A | false |
| RANASCENT | |
| N/A | false |
| RENTENBACH CONSTRUCTORS | |
| N/A | false |
| RICHARD GOETTLE | |
| N/A | false |
| ROGERS GROUP | |
| N/A | false |
| SBC INSTRUMENT & CONTROL | |
| N/A | false |
| SENTRY STEEL SERVICE COMPANY | |
| N/A | false |
| SEVENSON ENVIRONMENTAL SERVICE | |
| N/A | false |
| SIEMENS GENERATION | |
| N/A | false |
| SIMCO CONSTRUCTION | |
| N/A | false |
| SOUTHERN DEVELOPMENT PARTNERS | |
| N/A | false |
| SOUTHERN MARINE CONSTRUCTION | |
| N/A | false |
| STEIN CONSTRUCTION COMPANY | |
| N/A | false |
| STERCHI STEEL CONSTRUCTORS | |
| N/A | false |
| STERETT CONSTRUCTION | |
| N/A | false |
| STERLING BOILER & MECHANICAL | |
| N/A | false |
| STREET LEGAL INDUSTRIES | |
| N/A | false |
| SUBSURFACE CONTRACTORS | |
| N/A | false |
| TFE | |
| N/A | false |
| TENNESSEE ROOFING | |
| N/A | false |
| TENNESSEE VALLEY INDUSTRIAL | |
| N/A | false |
| THALLE CONSTRUCTION COMPANY | |
| N/A | false |
| THE BOLDT COMPANY | |
| N/A | false |
| THE HARPER COMPANY | |
| N/A | false |
| TOMLIN CONSTRUCTION COMPANY | |
| N/A | false |
| TRANS-ASH | |
| N/A | false |
| TRI-STATE IRONWORKS | |
| N/A | false |
| UNIVERSAL | |
| N/A | false |
| US CRANE & EQUIPMENT | |
| N/A | false |
| VIKING ERECTORS | |
| N/A | false |
| WASHINGTON GROUP INTERNATIONAL | |
| N/A | false |
| WHITAKER CONSTRUCTION | |
| N/A | false |
| WINTER ENVIRONMENTAL | |
| N/A | false |
| WOLVERINE STEEL ERECTORS | |
| N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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