2014-10-24T09:39:06-05:00 2013-12-31 208078757 SALTER & COMPANY LLC 4600 EAST-WEST HIGHWAY SUITE 300 BETHESDA MD 208143415 990 2013-01-01 526047277 PLUMBERS & STEAMFITTERS UNION LOCAL NO 10 HEALTH & WELFARE PLUM 6158590131 PO BOX 1449 GOODLETTSVILLE TN 37070 STUART WATERS TRUSTEE 4108729500 2014-10-24 1 PETER P OSMAN CPA P00366693 3018307400 2014-10-21 X 2013 2015-11-30 17:44:51Z STUART WATERS 701 STOCKTON ST RICHMOND VA 23224 4508850 0 X N/A X 1963 VA TO PROVIDE MEDICAL, DENTAL AND OTHER WELFARE BENEFITS TO UNION MEMBERSHIP IN ACCORDANCE WITH COLLECTIVELY BARGAINED AGREEMENTS. 6 0 0 0 0 0 0 0 4294858 3488557 3323 285419 0 0 4298181 3773976 0 0 3706287 3599485 0 0 0 0 0 434577 472815 4140864 4072300 157317 -298324 8985009 8863607 9278 63659 8975731 8799948 TO PROVIDE HEALTH CARE, LIFE INSURANCE, PRESCRIPTION DRUGS, DISABILITY AND WEEKLY ACCIDENT & SICKNESS BENEFITS ADMINISTERED UNDER A COLLECTIVELY BARGAINED AGREEMENT TO MEMBERS OF PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10. 0 0 TO PROVIDE HEALTH CARE, LIFE INSURANCE, PRESCRIPTION DRUGS, DISABILITY AND WEEKLY ACCIDENT & SICKNESS BENEFITS ADMINISTERED UNDER A COLLECTIVELY BARGAINED AGREEMENT TO MEMBERS OF PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10. 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 118 0 1 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 X SOUTHERN BENEFIT ADMINISTRATORS 6158590131 PO BOX 1449 GOODLETTSVILLE TN 37070 STUART WATERS UNION TRUSTEE 5.00 40.00 X 0 81411 0 STEVE MARTIN UNION TRUSTEE 5.00 40.00 X 0 65582 0 NEALE KELLEY UNION TRUSTEE 5.00 40.00 X 0 0 0 ROYDEN GOODSON EMPLOYER TRUSTEE 5.00 40.00 X 0 0 0 MICHAEL PANTELE EMPLOYER TRUSTEE 5.00 40.00 X 0 0 0 RENEE ROBERTS EMPLOYER TRUSTEE 5.00 40.00 X 0 0 0 WAYNE CASTLEBERRY UNION TRUSTEE 5.00 40.00 X 0 0 0 0 146993 0 0 0 0 0 ANTHEM HEALTH HMO 2221 EDWARD HOLLAND DR RICHMOND VA 23230 INSURANCE 920829 CVS CAREMARK 695 GEORGE WASHINGTON HWY LINCOLN RI 02865 PRESCRIPTIONS 561085 SOUTHERN BENEFIT ADMINISTRATORS PO BOX 1449 GOODLETTSVILLE TN 37070 TPA 265333 3 EMPLOYER CONTRIBUTIONS 525100 2070231 2070231 RECIPROCAL INCOME 525100 683106 683106 RETIREE SELF-PAY CONTRIBUTIONS 525100 622289 622289 EMPLOYEE CONTRIBUTIONS 525100 112931 112931 3488557 71 71 1020222 734874 285348 285348 285348 3773976 3488557 0 285419 3599485 165600 38854 11282 15286 9000 6844 7538 4429 RICHMOND OFFICE 91837 NETWORK ACCESS FEES 82024 UTILIZATION REVIEW 24980 BANK FEES 8830 6311 4072300 -19017 -14453 563697 298236 359761 347452 3451 3451 2162 6300 8074955 8222621 8985009 8863607 9278 63659 9278 63659 X 8975731 8799948 0 0 0 0 8975731 8799948 8985009 8863607 -298324 122541 0 X X 0 1 X 1 0 0 COMMON COLLECTIVE TRUSTS 8222621 F 8222621 X 3881231 122541 122541 3758690 15286 15286 3773976 4057014 0 4057014 15286 15286 4072300 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, 2013. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2010. VARIOUS CASH ADVANCE FOR MEETING EXPENSES X 3451 0 1 1 3451 FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE RETURN IS PROVIDED TO THE BOARD BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 990 IS AVAILABLE UPON REQUEST. PART XI, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. PLUMBERS & STEAMFITTERS UNION LO NO 10 INDIVIDUAL ACCOUNT PLAN PO BOX 1449 GOODLETTSVILLE TN 37070 541739199 PENSION FUND VA 401(A) 0 PLUMBERS & STEAMFITTERS UNION LO NO 10 JATC PO BOX 1449 GOODLETTSVILLE TN 37070 237411075 APPRENTICE AND TRAINING FUND VA 501(C)(3) 0 OHIO PLUMBERS LOCAL 495 5 HOT METAL STREET SUITE 200 PITTSBURGH PA 15203 SERVICE MEMBERS PA 501(C)(5) 0 PLUMBERS & STEAMFITTERS LOCAL 10 701 STOCKTON ST RICHMOND VA 23224 540403430 SERVICE MEMBERS VA 501(C)(5) 0 BOARD OF TRUSTEES - PLUMBERS AND STEAMFITTERS UNION LOCAL NO 10 HEALTH FD PO BOX 1449 GOODLETTSVILLE TN 37070 526047277 PLAN SPONSOR VA 501(C)(9) 0 JOHNSON MECHANICAL SERVICE OF VA LLC MECHANICAL SOLUTIONS LLC ARMISTEAD MECHANICAL INC BOWEN ENGINEERING CORP CARRIER CORP CHEWNING & WILMER INC COMMERCIAL MECH SER INC CRAFTCORPS INC D&D MECHANICAL INC DAY & ZIMMERMANN DOMINION ENERGY MGMT HONEYWELL INC INDUSTRIAL MECHANICAL INC JONES LANG LASALLE AMERICAS JOHNSON CONTROLS MILLER PIPELINE CORP PCI ENERGY SERVICES PEPCO GOVT SERVICES PRECISION INDUSTRIES INC R S HARRITAN & CO INC SIEMENS INDUSTRY INC SOMERSET STEEL ERECTION CO SWISSLOG TRANSLOGIC CORP TOTAL FACILITY SOLUTIONS VIRGINIA PIPE TRADES WARWICK PLUMBING & HTG WE BOWERS WEATHER CONTROL INC WILSON MECHANICAL SERVICE 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0