2016-11-07T13:43:25-06:00 2015-12-31 208078757 SALTER & COMPANY LLC 4600 EAST-WEST HIGHWAY SUITE 300 BETHESDA MD 208143415 990 2015-01-01 540556299 TEAMSTERS JOINT COUNCIL NO 83 OF VIRGINIA HEALTH & WELFARE FUND TEAM 8042823131 8814 FARGO ROAD NO 200 RICHMOND VA 232294673 WILLIAM NATIONS TRUSTEE 8042823131 2016-11-02 1 JOSEPH M HERISHEN CPA P00361968 3018307400 2016-11-07 X 2015 2017-02-10 21:41:12Z MICHAEL M MCCALL 8814 FARGO ROAD RICHMOND VA 232294673 50147536 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 33 0 0 0 0 0 40277333 44017330 2260641 2531279 58556 43873 42596530 46592482 0 0 36980147 42197941 2138428 2083045 0 0 0 4360773 3583348 43479348 47864334 -882818 -1271852 73771565 69860377 2357024 1781739 71414541 68078638 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 47475415 44017330 ADMINISTER AND PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND ELIGIBLE DEPENDENTS COVERED BY APPLICABLE COLLECTIVE BARGAINING AND PARTICIPATION AGREEMENTS. 388919 388919 47864334 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 1 862 0 1 33 1 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 TJC 83 OF VA HEALTH & WELFARE FUND 8042823131 8814 FARGO ROAD STE 200 RICHMOND VA 23229 W ROBERT DAVIDSON EMPLOYER TRUSTEE 0.00 X 0 0 0 WILLIAM A NATIONS EMPLOYER TRUSTEE 0.00 X 0 0 0 JOHN FARRISH UNION TRUSTEE 1.00 63.00 X 0 122078 41216 JAMES R SMITH UNION TRUSTEE 1.00 40.00 X 0 102869 41216 KENNETH CHISM UNION TRUSTEE 1.00 40.00 X 0 134082 40096 JAY BOWERS UNION TRUSTEE 0.00 X 0 0 0 MICHAEL M MCCALL EXEC DIRECTOR 32.75 11.00 X 142471 47491 41209 MATTHEW COHN DIRECTOR OF FINANCE 32.75 11.00 X 81214 27072 41209 223685 433592 204946 1 0 1 0 ANTHEM BLUE CROSS BLUE SHIELD 2015 STAPLES MILL RD RICHMOND VA 23230 PPO NETWORK 1238147 CAREWISE HEALTH DEPARTMENT 8101 CAROL STREAM IL 60122 DISEASE MGMT 471039 HINES & ASSOCIATES 14 NORTH RIVERSIDE AVENUE ST CHARLES IL 60174 DISEASE MGMT 208720 HORIZON ACTUARIAL SERVICES 8601 GEORGIA AVE STE 700 SILVER SPRING MD 20910 ACTUARY 179994 BASYS INC 3700 KOPPERS ST STE 400 BALTIMORE MD 21227 SOFTWARE PROGRAMING 174970 5 PARTICIPANT EMPLOYER CONTRIBUTION 525100 42136174 42136174 VOLUNTARY EMPLOYEE CONTRIBUTION 525100 1881156 1881156 44017330 1427069 1427069 174456 159264 15192 15192 15192 4500000 3395790 1104210 1104210 1104210 EMPLOYER INTEREST ASSESMENTS 525100 28681 28681 28681 46592482 46577290 0 15192 42197941 173384 1120433 466651 231231 91346 175938 52879 106897 2457560 157213 140151 630 25822 15468 209294 49727 OTHER EXPENSES 191769 47864334 4126930 4127259 2901521 3203844 82401 28860 3086636 2031601 1185526 1055035 10363414 10603746 55111773 50841633 73771565 69860377 2357024 1781739 2357024 1781739 X 71414541 68078638 0 0 0 0 71414541 68078638 73771565 69860377 -1271852 -2064051 0 X X 0 1 X 1 0 92370 92370 2716061 1876215 839846 278205 155386 122819 1055035 CF DV NON-SL STOCK INDEX FUND 40938045 F LOOMIS SAYLES MSFD NHIT 9903588 F 50841633 X 44580798 -2064051 -2064051 46644849 106897 -159264 -52367 46592482 47916701 0 47916701 106897 -159264 -52367 47864334 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, 2014. PART XI, LINE 4B - OTHER ADJUSTMENTS: NET RENTAL EXPENSE -159,264. 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 -159,264. X X 0 0 0 JOHN FARRISH UNION TRUSTEE 0 122078 0 0 0 0 0 27551 0 13665 0 163294 0 0 KENNETH CHISM UNION TRUSTEE 0 134082 0 0 0 0 0 27551 0 12545 0 174178 0 0 MICHAEL M MCCALL EXEC DIRECTOR 142471 47491 0 0 0 0 20663 6881 10249 3416 173383 57788 0 0 FORM 990, PART VI, SECTION B, LINE 11 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 TEAMSTERS JOINT COUNCIL NO 83 OF VIRGINIA H&W FUND 8814 FARGO ROAD SUITE 200 RICHMOND VA 23229 540556299 ADMINISTRATIVE SERVICES 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 ARAMARK UNIFORM 115 NORTH FIRST STREET BURBANK CA 91502 953082883 LAUNDRY CA C 0 BEINS & AXELROD 1625 MASSACHUSETTS AVE WASHINGTON DC 20036 521713905 LEGAL DC 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 PCI OF VIRGINIA 5000 DEEPWATER TERMINAL ROAD RICHMOND VA 23234 271311943 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 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 TJC NO 83 OF VA PENSION FUND Q 921826 CASH