TEAMSTERS JOINT COUNCIL-83 OF VIRGINIA HEALTH & WELFARE INSURANC: Form 990, tax year 2011
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- Organization
- TEAMSTERS JOINT COUNCIL-83 OF VIRGINIA HEALTH & WELFARE INSURANC (EIN 54-0556299)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-13
- IRS object ID
- 201203189349304650
- Schema version
- 2011v1.2
- 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 | 2012-11-13T16:36:07-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540556299 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEAMSTERS JOINT COUNCIL NO 83 OF | BusinessNameLine1 |
| Business Name Line2 | VIRGINIA HEALTH & WELFARE FUND | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TEAM | NameControl |
| Phone | 8042823131 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8814 FARGO ROAD NO 200 | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 232294673 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL MCCALL | Name |
| Title | ADMINISTRATOR FOR THE TRUSTEES | Title |
| Phone | 8042823131 | Phone |
| Date Signed | 2012-11-13 | 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 | 2012-11-13 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MICHAEL M MCCALL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8814 FARGO ROAD | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 232294673 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 67545441 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.TJC83FUNDS.ORG | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1952 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 2399664 | 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 | 35981291 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 37600700 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3726949 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1972332 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2912090 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2587229 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 42620330 | TotalRevenuePriorYear |
| Total Revenue Current Year | 42160261 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 27943647 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 30710659 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2572102 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2598076 | 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 | 5924083 | OtherExpensePriorYear |
| Other Expenses Current Year | 5746710 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 36439832 | TotalExpensesPriorYear |
| Total Expenses Current Year | 39055445 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 6180498 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3104816 | RevenuesLessExpensesCY |
| Total Assets BOY | 62244883 | TotalAssetsBOY |
| Total Assets EOY | 67361260 | TotalAssetsEOY |
| Total Liabilities BOY | 1918453 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2017008 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 60326430 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 65344252 | NetAssetsOrFundBalancesEOY |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 36069812 | Expense |
| Description | ADMINISTER AND PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND ELIGIBLE DEPENDENTS COVERED BY APPLICABLE COLLECTIVE BARGAINING AND PARTICIPATION AGREEMENTS. | Description |
| Total Program Service Expense | 36069812 | TotalProgramServiceExpense |
| 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 | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | 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 | 0 | 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 | 1 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| 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 |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | 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 | 0 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST END ADMINISTRATORS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8042823131 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8814 FARGO ROAD STE 200 | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23229 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (9 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| WILLIAM STRICKLAND | |||||||
| EMPLOYER TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| W ROBERT DAVIDSON | |||||||
| EMPLOYER TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| H JOSEPH AYERS | |||||||
| UNION TRUSTEE | 1.00 | X | 0 | 42585 | 7200 | ||
| WILLIAM A NATIONS | |||||||
| EMPLOYER TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL W HUGHES | |||||||
| UNION TRUSTEE | 1.00 | X | 0 | 68858 | 18000 | ||
| JOHN FARRISH | |||||||
| UNION TRUSTEE | 1.00 | X | 0 | 114071 | 18000 | ||
| JAMES R SMITH | |||||||
| UNION TRUSTEE | 1.00 | X | 0 | 97138 | 18000 | ||
| MICHAEL M MCCALL | |||||||
| EXEC DIRECTOR | 35.00 | 186057 | 0 | 32896 | X | ||
| MATTHEW COHN | |||||||
| DIRECTOR OF FINANCE | 35.00 | 102398 | 0 | 12677 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 288455 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 322652 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 106773 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| WEST END ADMINISTRATORS | |||||
| 8814 FARGO ROAD | RICHMOND | VA | 23229 | TPA | 2362914 |
| HEALTH CARE SERVICE CORPORATION | |||||
| 300 EAST RANDOLPH | CHICAGO | IL | 60601 | PPO NETWORK | 1480819 |
| THE SEGAL COMPANY | |||||
| CHURCH STREET STATION | NEW YORK | NY | 10261 | ACTUARY | 287284 |
| SHPS INC HEALTH INTERNATIONAL | |||||
| DEPARTMENT 8101 | CAROL STREAM | IL | 60122 | DISEASE MGT | 242648 |
| DAVIS & KIRBY | |||||
| 1108 WYTESTONE PLACE | RICHMOND | VA | 23219 | ATTORNEY | 175827 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PARTICIPANT EMPLOYER C | 525100 | 35754781 | 35754781 |
| VOLUNTARY EMPLOYEE CON | 525100 | 1845919 | 1845919 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 37600700 | TotalProgramServiceRevenue |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1416331 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1416331 | RelatedOrExemptFunctionIncome |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 206406 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 108421 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 97985 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 97985 | TotalRevenueColumn |
| Exclusion | $97,985 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 25832760 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 25276759 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 556001 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 556001 | TotalRevenueColumn |
| Related Or Exempt Function Income | 556001 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| TPA REVENUE | 524292 | 2399664 | 2399664 | |
| EMPLOYER INTEREST ASSE | 525990 | 89580 | 89580 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2489244 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 42160261 | TotalRevenueColumn |
| Related Or Exempt Function Income | 39662612 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 2399664 | UnrelatedBusinessRevenue |
| Exclusion | $97,985 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30710659 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 218954 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1420695 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 512102 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 326194 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120131 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2392914 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 215184 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92364 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66500 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2549081 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133091 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 134531 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87897 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28282 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21860 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 274565 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51778 | Total |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| ACTUARIES | 241246 |
| OTHER EXPENSES | 102968 |
| EMPLOYEE LEASING | -645551 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39055445 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 481093 | BOY |
| EOY | 437325 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4606106 | BOY |
| EOY | 5188161 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2765851 | BOY |
| EOY | 3401676 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11531 | BOY |
| EOY | 52458 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3247372 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1746699 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1392541 | BOY |
| EOY | 1500673 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52987761 | BOY |
| EOY | 56780967 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62244883 | BOY |
| EOY | 67361260 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1918453 | BOY |
| EOY | 2017008 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1918453 | BOY |
| EOY | 2017008 | 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 | 0 | BOY |
| EOY | 0 | 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 | 60326430 | BOY |
| EOY | 65344252 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60326430 | BOY |
| EOY | 65344252 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62244883 | BOY |
| EOY | 67361260 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3104816 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1913006 | 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 |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 92370 | InvestmentCostOrOtherBasis |
| Book Value | 92370 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 2435223 | InvestmentCostOrOtherBasis |
| Depreciation | 1318230 | Depreciation |
| Book Value | 1116993 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 719779 | InvestmentCostOrOtherBasis |
| Depreciation | 428469 | Depreciation |
| Book Value | 291310 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1500673 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| SSGA S&P 500 CTF | 19940298 | F |
| PASSIVE BOND MARKET INDEX | 18431927 | F |
| SSGA SHORT TERM GOVT | 18408742 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 56780967 | TotalOfBookValueSecurities |
| Total Revenue | 42160261 | TotalRevenue |
| Total Expenses | 39055445 | TotalExpenses |
| Excess Or Deficit For Year | 3104816 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 492775 | NetUnrealizedGLOnInvestments |
| Other | $1,420,231 | OtherAmount |
| Total Adjustments | 1913006 | TotalAdjustments |
| Excess Or Deficit Per FS | 5017822 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 40295293 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 492775 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 492775 | RevenueNotRptdF990 |
| Revenue Subtotal | 39802518 | RevenueSubtotal |
| Investment Expenses Not Included | 66500 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 2291243 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2357743 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 42160261 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 36701300 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 3598 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 3598 | ExpensesNotRptdF990 |
| Expenses Subtotal | 36697702 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 66500 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 2291243 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2357743 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 39055445 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | NONDEDUCTIBLE MEALS AND ENTERTAINMENT -283. BOOK/TAX DEPRECIATION DIFFERENCE -3,315. EXTRAORDINARY ITEM - BAKERY FUND 1,423,829. TOTAL TO SCHEDULE D, PART XI, LINE 8: 1,420,231. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | NET RENTAL INCOME -108,421. TPA REVENUE NETTED 2,399,664. EXTRAORDINARY ITEM - BAKERY FUND |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | NONDEDUCTIBLE MEALS AND ENTERTAINMENT 283. BOOK/TAX DEPRECIATION DIFFERENCE 3,315. |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | TPA REVENUE NETTED 2,399,664. NET RENTAL INCOME -108,421. |
| P 1 86 14 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| 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 | MICHAEL M MCCALL | NamePerson |
| Base Compensation Filing Org | 186057 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | 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 | 12677 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 20219 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 218953 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 18347 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (7 entries)
| RelationshipRelationship | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|
| JOHN FARRISH | ||
| TRUSTEE PENSION | TRUSTEE BOTH FUNDS | 0 |
| MICHAEL W HUGHES | ||
| TRUSTEE PENSION | TRUSTEE BOTH FUNDS | 0 |
| W ROBERT DAVIDSON | ||
| TRUSTEE PENSION, WEA | TRUSTEE FUNDS, WEA | 0 |
| H JOSEPH AYERS | ||
| TRUSTEE PENSION, WEA | TRUSTEE FUNDS, WEA | 0 |
| WILLIAM A NATIONS | ||
| TRUSTEE PENSION | TRUSTEE FUNDS | 0 |
| LINDSAY MARSHALL | ||
| TRUSTEE PENSION | TRUSTEE BOTH FUNDS | 0 |
| WILLIAM STRICKLAND | ||
| TRUSTEE PENSION | TRUSTEEE BOTH FUNDS | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 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. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 492,775. NONDEDUCTIBLE MEALS AND ENTERTAINMENT -283. BOOK/TAX DEPRECIATION DIFFERENCE -3,315. EXTRAORDINARY ITEM - BAKERY FUND 1,423,829. TOTAL TO FORM 990, PART XI, LINE 5: 1,913,006. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990. PART XII, LINE 2C | THERE HAS BEEN NO CHANGE IN THE OVERSIGHT PROCESS FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEAMSTERS JT COUNCIL NO 83 OF VA PENSION FUND | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8814 FARGO ROAD | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23229 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 546097996 | EIN |
| Primary Activities | PENSION FUND | PrimaryActivities |
| Legal Domicile State | VA | LegalDomicileState |
| Exempt Code Section | 401 (A) | ExemptCodeSection |
| Controlled Org | 0 | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|
| TEAMSTERS JT COUNCIL 83 OF VA EXCESS | |||||||
| 8814 FARGO ROAD SUITE 200 | RICHMOND | VA | 23229 | 546459815 | EXCESS BENEFITS | VA | T |
| WEST END ADMINISTRATORS INC | |||||||
| 8814 FARGO ROAD SUITE 200 | RICHMOND | VA | 23229 | 263901926 | TPA | VA | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | 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 |
| 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 | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType |
|---|
| TJC NO 83 OF VA PENSION FUND |
| O |
| WEST END ADMIN |
| A |
| WEST END ADMIN |
| P |
| WEST END ADMIN |
| L |