TEAMSTERS LOCAL 639 EMPLOYERS HEALTH TRUST: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- TEAMSTERS LOCAL 639 EMPLOYERS HEALTH TRUST (EIN 53-0209136)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-06
- IRS object ID
- 201323109349301817
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-11-06T16:21:38-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208078757 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALTER & COMPANY LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 EAST-WEST HIGHWAY SUITE 300 | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 208143415 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530209136 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEAMSTERS LOCAL 639-EMPLOYERS HEALTH TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TEAM | NameControl |
| Phone | 2026368181 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3130 AMES PLACE NE | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20018 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS RATLIFF | Name |
| Title | TRUSTEE | Title |
| Phone | 2026368181 | Phone |
| Date Signed | 2013-11-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH M HERISHEN CPA | Name |
| PTIN | P00361968 | PTIN |
| Phone | 3018307400 | Phone |
| Date Prepared | 2013-11-06 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | THOMAS RATLIFF | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3130 AMES PLACE NE | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 111053679 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1952 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE HEALTH & WELFARE INSURANCE BENEFITS TO EMPLOYEES (AND THEIR ELIGIBLE DEPENDENTS) OF CONTRIBUTING EMPLOYERS WHO ARE REPRESENTED BY THE PARTICIPATING LOCAL UNION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 44519739 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 43274311 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2718548 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6118789 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 164774 | OtherRevenuePriorYear |
| Other Revenue Current Year | 7086 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 47403061 | TotalRevenuePriorYear |
| Total Revenue Current Year | 49400186 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 28789035 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 32734695 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 24000 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 24000 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2996862 | OtherExpensePriorYear |
| Other Expenses Current Year | 3320507 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 31809897 | TotalExpensesPriorYear |
| Total Expenses Current Year | 36079202 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 15593164 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 13320984 | RevenuesLessExpensesCY |
| Total Assets BOY | 91011322 | TotalAssetsBOY |
| Total Assets EOY | 105525107 | TotalAssetsEOY |
| Total Liabilities BOY | 204519 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 317932 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 90806803 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 105207175 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE COVERAGE FOR HOSPITALIZATION, MEDICAL BENEFITS, MENTAL HEALTH BENEFITS, DISABILITY INCOME, DEATH BENEFITS, PRESCRIPTION DRUGS, DISEASE CASE MANAGEMENT, DENTAL, AND VISION CARE BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | PAYMENT OF MEDICAL AND OTHER BENEFITS TO OR FOR ITS PARTICIPANTS AND THEIR DEPENDENTS. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZENITH AMERICAN SOLUTIONS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2026368181 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3130 AMES PLACE NE | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20018 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (8 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| ERIC D WEISS | ||||||
| CHAIRMAN-EMPLOYER | 2.00 | 2.00 | X | 12000 | 19772 | 0 |
| MICHAEL BULL | ||||||
| TRUSTEE-EMPLOYER | 2.00 | X | 12000 | 0 | 0 | |
| THOMAS RATLIFF | ||||||
| SECRETARY-UNION | 2.00 | 40.00 | X | 0 | 119146 | 31460 |
| FRANK W STEGMAN | ||||||
| TRUSTEE-EMPLOYER | 2.00 | 4.00 | X | 0 | 19772 | 0 |
| ANTHONY SMITH | ||||||
| TRUSTEE-UNION | 2.00 | 40.00 | X | 0 | 102225 | 31460 |
| JOHN GIBSON | ||||||
| TRUSTEE-UNION | 2.00 | 40.00 | X | 0 | 110635 | 31460 |
| PHILIP GILES | ||||||
| TRUSTEE-UNION | 2.00 | 40.00 | X | 0 | 102125 | 31460 |
| RAYMOND HOWARD | ||||||
| TRUSTEE-EMPLOYER | 2.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 24000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 473675 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 125840 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CONTRIBUTIONS-EMPLOYER | 900099 | 43100179 | 43100179 |
| CONTRIBUTIONS-PARTICIPANTS | 900099 | 174132 | 174132 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 43274311 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2478273 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2478273 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 65294009 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 61653493 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3640516 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3640516 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3640516 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| SECURITY LITIGATION PROCEEDS | 900099 | 6166 | 6166 |
| DISTRIBUTION SETTLMENT | 900099 | 920 | 920 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 7086 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 49400186 | TotalRevenueColumn |
| Related Or Exempt Function Income | 49400186 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32734695 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24000 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 968320 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 353559 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84035 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 363259 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122519 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 127641 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12834 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37636 | Total |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| NETWORK PPO FEES | 1057432 |
| MENTAL HEALTH ADMIN. FE | 154287 |
| BANK FEES | 38985 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36079202 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -915095 | BOY |
| EOY | -982202 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14825526 | BOY |
| EOY | 8091204 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5233675 | BOY |
| EOY | 5212338 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70096879 | BOY |
| EOY | 93203767 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1770337 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91011322 | BOY |
| EOY | 105525107 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 204519 | BOY |
| EOY | 317932 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 204519 | BOY |
| EOY | 317932 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90806803 | BOY |
| EOY | 105207175 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90806803 | BOY |
| EOY | 105207175 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91011322 | BOY |
| EOY | 105525107 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 13320984 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1079388 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Tot Revenue Etc Audited Fincl Stmt | 50128815 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1079388 | NetUnrealizedGainsInvestments |
| Other Revenues | -350759 | OtherRevenues |
| Revenue Not Rptd F990 | 728629 | RevenueNotRptdF990 |
| Revenue Subtotal | 49400186 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 49400186 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 35728443 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 35728443 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 350759 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 350759 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 36079202 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART XI, LINE 2D - OTHER ADJUSTMENTS: | Identifier |
| Explanation | INVESTMENT EXPENSES -350,759. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | THOMAS RATLIFF | NamePerson |
| Title | SECRETARY-UNION | Title |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 119146 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 18564 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 12896 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 150606 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 HAS BEEN PROVIDED TO THE FUND'S ADMINISTRATOR TO BE DISTRIBUTED TO THE FUND'S BOARD OF TRUSTEES PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FUND IS SUBJECT TO THE REQUIREMENTS OF THE EMPLOYEE RETIREMENT SECURITY ACT, AS AMENDED ("ERISA") AND THE FIDUCIARY STANDARDS OF ERISA, INCLUDING THE PROHIBITED TRANSACTION PROVISIONS, WHICH CONSTITUTE THE FUND'S CONFLICT OF INTEREST POLICY AND THE BOARD OF TRUSTEES MONITORS AND ENFORCES COMPLIANCE WITH THOSE PROVISIONS AS REQUIRED BY ERISA AND WITH THE ASSISTANCE OF THE FUND'S PROFESSIONALS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION ANNUAL FINANCIAL DISCLOSURE STATEMENTS FORM 5500 IS AVAILABLE FOR PUBLIC INSPECTION AT THE ERISA WEBSITE. THE FUND MAKES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS, BENEFICIARIES, THE SPONSORING UNION, AND CONTRIBUTING EMPLOYERS AS REQUIRED BY ERISA. ERISA DOES NOT REQUIRE THE FUND TO MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC AND THE FUND DOES NOT DO SO. |
| NO CHANGE HAS OCCURRED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|
| TEAMSTERS LOCAL 639 EMPLOYERS PENSION TRUST FUND | ||||||||
| 3130 AMES PLACE NE | WASHINGTON | DC | 20018 | 530237142 | PENSION FUND | DC | 401(A) | 0 |
| TEAMSTERS LOCAL 639 LEGAL SERVICES FUND | ||||||||
| 3130 AMES PLACE NE | WASHINGTON | DC | 20018 | 521096713 | LEGAL SERVICES FUND | DC | 501(C)(9) | 0 |
| TEAMSTERS LOCAL 639 | ||||||||
| 3130 AMES PLACE NE | WASHINGTON | DC | 20018 | 100922930 | LABOR UNION | DC | 501(C)(5) | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (79 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Legal Domicile StateLegalDomicileState | Type Of EntityTypeOfEntity | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|
| 21ST CENTURY (CASUAL) | |||||||
| 350 EAST OGDEN AVENUE | WESTMONT | IL | 60559 | 581820875 | IL | C | 0 |
| ABF FREIGHT SYSTEM INC | |||||||
| PO BOX 10048 | FORT SMITH | AR | 72917 | 710249444 | AR | 0 | |
| ADVANTAGE CONF & EXPO LLC | |||||||
| 5187 RAYNOR AVENUE | LINTHICUM | MD | 21090 | 460463688 | MD | 0 | |
| ALLIANCE EXPOSITION SERVICES | |||||||
| 44880 FALCON PL STE 113 | STERLING | VA | 20166 | 042203836 | VA | 0 | |
| ALUMA SYSTEMS CONCRETE CONSTR | |||||||
| 12650 N FEATHERWOOD DR | HOUSTON | TX | 77034 | 223914524 | TX | 0 | |
| ARATA EXPOSTIONS INC | |||||||
| 15928 TOURNAMENT DRIVE | GAITHERSBURG | MD | 20877 | 520953639 | MD | 0 | |
| ARMSTRONG WOOD PRODUCTS INC | |||||||
| 2500 COLUMBIA AVENUE | LANCASTER | PA | 17604 | 942998971 | PA | 0 | |
| ATLANTIC EXPO SERVICES | |||||||
| 3089 ENGLISH CREEK AVE | EGG HARBOR TNSHP | NJ | 08234 | 223125223 | NJ | 0 | |
| BOILER & FURNACE CLEANERS | |||||||
| 4320 BLADENSBURG ROAD | BRENTWOOD | MD | 20722 | 521593340 | MD | 0 | |
| BREDE WASHINGTON INC | |||||||
| 6801 MIDCITIES AVENUE | BELTSVILLE | MD | 20705 | 954771019 | MD | 0 | |
| BROWNSTONE PRODUCTIONS | |||||||
| 400 SKOKIE BLVD STE 460 | NORTHBROOK | IL | 60062 | 521248980 | IL | 0 | |
| CAST & CREW PRODUCTION SERV | |||||||
| 2300 EMPIRE AVE | BURBANK | CA | 91504 | CA | 0 | ||
| CHAMPION EXPO SERVICE (CASUAL) | |||||||
| 139 CAMPANELLI DRIVE | MIDDLEBORO | MA | 02346 | 042928710 | MA | 0 | |
| CLARK CONSTRUCTION GROUP LLC | |||||||
| 7500 OLD GEORGETOWN ROAD | BETHESDA | MD | 20814 | 562447399 | MD | 0 | |
| COLLINGTON SERVICES LLC | |||||||
| P O BOX 821 | BRATTLEBORO | MD | 07080 | 041140950 | MD | 0 | |
| COVERT AFFAIRS | |||||||
| 2835 N NAOMI | BURBANK | CA | 31504 | CA | 0 | ||
| CRANE RENTAL | |||||||
| 1601 W ST NE | WASHINGTON | DC | 20018 | 530189178 | DC | 0 | |
| DRIVERS CHAUFFEURS | |||||||
| 3100 AMES PLACE NE | WASHINGTON | DC | 20018 | 530059347 | DC | 0 | |
| DULLES TRANSIT PARTNERS | |||||||
| 1595 SPRING HILL ROAD | VIENNA | VA | 22182 | 703288590 | VA | 0 | |
| EL GARDNER | |||||||
| 7529 STANDISH PLACE | ROCKVILLE | MD | 20855 | 541544548 | MD | 0 | |
| EDITORS PRESS INC | |||||||
| 1710 CABIN BRANCH DRIVE | CHEVERLY | MD | 20785 | 522024442 | MD | 0 | |
| ENTERTAINMENT PARTNERS | |||||||
| 2835 NORTH NAOMI STREET | BURBANK | CA | 91504 | 954681915 | CA | 0 | |
| EXTREME MAKEOVERHOME EDITION | |||||||
| 2835 N NAOMI | BURBANK | CA | 91504 | CA | 0 | ||
| FEDERAL FORWARDING COMPANY | |||||||
| 1701 FLORIDA AVENUE NW | WASHINGTON | DC | 20009 | 520799306 | DC | 0 | |
| FREEMAN DECORATING COMPANY | |||||||
| 1600 VICEROY STE 100 | DALLAS | TX | 75235 | 270073479 | TX | 0 | |
| FURLINED LLC (CAPS) | |||||||
| 400 N SKOKIE BLVD STE 460 | NORTHBROOK | IL | 60062 | 274217142 | IL | 0 | |
| GALLIHER & HUGUELY | |||||||
| 5925 BLAIR ROAD | WASHINGTON | DC | 20011 | 520743061 | DC | 0 | |
| GES EXPOSITION SERVICES | |||||||
| PO BOX 400430 | LAS VEGAS | NV | 89140 | 591008863 | NV | 0 | |
| GIANT FOOD (639 DRIVERS) | |||||||
| 1385 HANCOCK STREET | QUINCY | MA | 02169 | 522179343 | MA | 0 | |
| GOV'T CONTRACTING RESOURCES | |||||||
| 315 PAGE ROAD BOX 7 | PINE HURST | NC | 28374 | 541590229 | NC | 0 | |
| HARGROVE INC | |||||||
| NUMBER ONE HARGROVE DRIVE | LANHAM | MD | 20706 | 520697413 | MD | 0 | |
| HOSTESS BRANDS INC | |||||||
| 9801 BLUEGRASS ROAD | PHILADELPHIA | PA | 19114 | 440296705 | PA | 0 | |
| HSI PRODUCTIONS | |||||||
| 2835 N NAOMI | BURBANK | CA | 91504 | 133349566 | CA | 0 | |
| HUTCHINSON INTERNATIONAL CORP | |||||||
| 6601 AMMENDALE ROAD | BELTSVILLE | MD | 20705 | 521846465 | MD | 0 | |
| JJ TAYLOR INC | |||||||
| 5922 FARRINGTON AVENUE | ALEXANDRIA | VA | 22304 | 521846564 | VA | 0 | |
| KRAFT FOODS GLOBAL INC | |||||||
| 8411 VIRGINIA MEADOWS DRI | MANASSAS | VA | 20109 | 363083135 | VA | 0 | |
| L B M INC | |||||||
| P O BOX 926 | DUNN | NC | 28335 | 561486058 | NC | 0 | |
| LAMAR & WALLACE | |||||||
| 7000 OLD LANDOVER ROAD | LANDOVER | MD | 20785 | 530241622 | MD | 0 | |
| LONG BRANCH PRD (CAST & CREW) | |||||||
| 2300 EMPIRE AVE 5TH FLOOR | BURBANK | CA | 91504 | CA | 0 | ||
| MARTIN-BROWER CO (DRIVERS) | |||||||
| 1777 BALLS FORD ROAD | MANASSAS | VA | 20109 | 364221605 | VA | 0 | |
| MARVA MAID | |||||||
| 1805 SOUTH CLUB DRIVE | LANDOVER | MD | 20785 | 364121934 | MD | 0 | |
| MAURICE ELECTRIC SUPPLY COINC | |||||||
| 6500 -A SHERIFF ROAD | LANDOVER | MD | 20785 | 453046539 | MD | 0 | |
| MDVA MILK PRODUCERS | |||||||
| 1985 ISSAC NEWTON SQUARE | RESTON | VA | 20190 | 540629090 | VA | 0 | |
| MERIT CONCRETE CORPORATION | |||||||
| 7529 STANDISH PLACE | ROCKVILLE | MD | 20855 | 541544548 | MD | 0 | |
| METRO MECHANICAL CONTR INC | |||||||
| 5611 LAFAYETTE PLACE | HYATTSVILLE | MD | 20781 | 412241476 | MD | 0 | |
| METROPOLITAN POULTRY | |||||||
| 1920 STANFORD COURT | LANDOVER | MD | 20785 | 530174984 | MD | 0 | |
| NATIONAL EXPO (CASUAL) | |||||||
| 2835 NORTH NAOMI ST | BURBANK | CA | 91504 | 954310830 | CA | 0 | |
| NOLAND COMPANY | |||||||
| 10512 BALLS FORD ROAD | MANASSAS | VA | 20109 | 540320170 | VA | 0 | |
| NPI PRODUCTION SVCS INC | |||||||
| 2550 HOLLYWOOD WAY STE430 | BURBANK | CA | 91505 | CA | 0 | ||
| OTTENBERG'S BAKER'S INC | |||||||
| 3330 75TH AVE | LADOVER | MD | 20785 | 530180972 | MD | 0 | |
| PARK PICTURES LLC | |||||||
| 2187 NORTH | TUCKER | GA | 30084 | 954771019 | GA | 0 | |
| PETRO | |||||||
| 40 CRAGWOOD ROAD | SOUTH PLAINFIELD | NJ | 07080 | 061059668 | NJ | 0 | |
| PIERCE ASSOCIATES INC | |||||||
| 4216 WHEELER AVENUE | ALEXANDRIA | VA | 22304 | 540684110 | VA | 0 | |
| POTOMAC DISPOSAL SERVICES LLC | |||||||
| 9650 HAWKINS DRIVE | MANASSAS | VA | 20109 | 810639877 | VA | 0 | |
| REPUBLIC NAT'L DISTRIBUTING CO | |||||||
| 4235 SHERIFF ROAD NE | WASHINGTON | DC | 20019 | 265543506 | DC | 0 | |
| S FREEDMAN & SONS | |||||||
| 3322 PENNSY DR/POB 1418 | LANDOVER | MD | 20785 | 530216068 | MD | 0 | |
| SAFE HOUSE (ENTRMT PARTNERS) | |||||||
| 2835 NORTH NAOMI ST | BURBANK | CA | 91504 | 954681915 | CA | 0 | |
| SAFEWAY INC | |||||||
| 4551 FORBES BLVD | LANHAM | MD | 20706 | 943019135 | MD | 0 | |
| SECURITY STORAGE | |||||||
| 1701 FLORIDA AVE NW | WASHINGTON | DC | 20009 | 530066100 | DC | 0 | |
| SHENANDOAH'S PRIDE DAIRY | |||||||
| 14760 TRINITY BLVD | FORT WORTH | TX | 76155 | 742952858 | TX | 0 | |
| SHEPARD EXPOSITION SERVICES | |||||||
| 1424 HILLS PLACE NW | ATLANTA | GA | 30318 | 581463468 | GA | 0 | |
| SILVER HILL MATERIALS | |||||||
| 7529 STANDISH PLACE | ROCKVILLE | MD | 20855 | 541544548 | MD | 0 | |
| SPAD FILMS (CAPSLLC) | |||||||
| 400 N SKOKIE BLVD 460 | NORTHBROOK | IL | 60062 | 274217142 | IL | 0 | |
| STAGE 16 PICTURES LLC | |||||||
| 2300 EMPIRE AVE 5TH FLOOR | BURBANK | CA | 91504 | CA | 0 | ||
| STROMBERG SHEET METAL | |||||||
| 6701 DISTRIBUTION DRIVE | BELTSVILLE | MD | 20705 | 530219412 | MD | 0 | |
| SUPER CONCRETE | |||||||
| 7529 STANDISH PLACE | ROCKVILLE | MD | 20855 | 541544548 | MD | 0 | |
| TEDRO & ASSOCIATES INC | |||||||
| 3130 AMES PLACE NE | WASHINGTON | DC | 20018 | 742625368 | DC | 0 | |
| THE FIRM ENTERTAINMENT PARTNER | |||||||
| 2835 NORTH NAOMI STREET | BURBANK | CA | 91504 | CA | 0 | ||
| TOOL OF NORTH AMER (CAPS) | |||||||
| 400 N SKOKIE BLVD STE 460 | NORTHBROOK | IL | 60062 | 274217142 | IL | 0 | |
| TRAX INTERNATIONAL CORPORATION | |||||||
| CODE 239 BLDG 16W | GREENBELT | MD | 20771 | 850277228 | MD | 0 | |
| TWP ENTERPRISES INC | |||||||
| 41 CATOCTIN CIRCLE SE | LEESBURG | VA | 20175 | 522175152 | VA | 0 | |
| UNITED CRANE & RIGGING | |||||||
| 2002 GRAVES COURT | BALTIMORE | MD | 21222 | 453368131 | MD | 0 | |
| UNITED PARCEL SERV-FDR 2079-A | |||||||
| 8325 ARDWICK-ARDMORE ROAD | LANDOVER | MD | 20785 | 362407381 | MD | 0 | |
| VEOLIA TRANSPORTATION | |||||||
| 8401 DARCY ROAD | FORESTVILLE | MD | 20747 | 300006592 | MD | 0 | |
| VISTA CONVENTION SERVICES INC | |||||||
| 6804 DELILAH ROAD | PLEASANTVILLE | NJ | 08232 | 223257066 | NJ | 0 | |
| WASHINGTON WHOLESALE LIQUOR | |||||||
| 2800 V STREET NE | WASHINGTON | DC | 20018 | 522050859 | DC | 0 | |
| WIDE ARK SHOW SERVICES INC | |||||||
| P O BOX 2243 | CORNELIUS | NC | 28031 | 135642032 | NC | 0 | |
| WILLWORK INC | |||||||
| 23 NORFOLK AVE | SOUTH EASTON | MA | 02375 | 043057330 | MA | 0 | |
| YRC WORLDWIDE ENTERPRISE SERV | |||||||
| PO BOX 471 | AKRON | OH | 44309 | 480948788 | OH | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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