2011-09-28T13:57:50-05:00 2010-12-31 CARR RIGGS & INGRAM LLC P O BOX 55765 BIRMINGHAM AL 35255 990 2010-01-01 630373544 RETAIL WHOLESALE & DEPARTMENT STORE INTL UNION & INDUSTRY HEALTH & BENEFIT FUND RETA 2052523586 1901 10TH AVENUE SOUTH BIRMINGHAM AL 352052601 MARK DAVIS 2052523586 2011-09-19 1 BRIAN BARKSDALE 2059337822 2011-09-19 2010 2016-03-07 17:11:31Z MARK DAVIS 1901 10TH AVENUE SOUTH BIRMINGHAM AL 352052601 28110399 0 X N/A X DEFINED BENEFIT HEALTH PLAN 1956 AL PROVIDES HEALTHCARE BENEFITS TO PLAN PARTICIPANTS AND THEIR DEPENDENTS 7 7 21 0 0 0 0 0 28528977 26948350 1284227 1150304 7734 11745 29820938 28110399 0 0 25764442 24609768 663682 677978 0 0 0 1962602 1953252 28390726 27240998 1430212 869401 64899319 71805117 3032249 3134170 61867070 68670947 PROVIDES HEALTHCARE BENEFITS TO PLAN PARTICIPANTS AND THEIR DEPENDENTS. 0 0 PROVIDED HEALTH BENEFITS, INCLUDING DEATH BENEFITS, ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS, DISABILITY BENEFITS, HOSPITALIZATION, SURGICAL AND MEDICAL BENEFITS FOR EMPLOYEES OF THE EMPLOYERS, THEIR FAMILIES AND DEPENDENTS, AS DETERMINED BY THE TRUSTEES. 0 0 0 0 0 0 0 0 0 1 1 0 0 1 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 0 1 14 0 21 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 1 0 0 X MARK DAVIS 2052523586 1901 10TH AVENUE SOUTH BIRMINGHAM AL 352052601 HENRY JENKINS 5.00 X 0 0 0 PAUL HEWITT 5.00 X 0 0 0 DONALD R HOPKINS 5.00 X 0 0 0 LENORE MILLER 5.00 X 0 0 0 STUART APPELBAUM 5.00 X 0 0 0 MARSUE LANCASTER 5.00 X 0 0 0 JACK WURM 5.00 X 0 0 0 MARK DAVIS 40.00 X 79338 79337 36682 79338 79337 36682 0 0 1 0 BLUE CROSS BLUE SHIELD OF ALABAMA 450 RIVERSHASE PARKWAY EAST BIRMINGHAM AL 35298 CLAIMS ADMINISTRATION 634062 AMPS 7433 SPOUT SPRINGS ROAD FLOWERY BRANCH GA 30542 CLAIMS DISCOUNTING, NEGOTIATING, AND MED 190093 SEGAL COMPANY 2018 POWERS FERRY ROAD SUITE 850 ATLANTA GA 30339 ACTUARIAL SERVICES 145791 BENEFIT MANAGEMENT SERVICES PO BOX 1240 MATTHEWS NC 28106 THIRD-PARTY ADMINISTRATION 100893 4 EMPLOYER CONTRIBUTIONS 525100 26424226 26424226 COBRA INCOME 525100 512350 512350 CONVERSION INCOME 525100 11774 11774 26948350 1150304 1150304 LITIGATION PROCEEDS 525100 9030 9030 INTEREST ON DELINQUENT 525100 2715 2715 11745 28110399 28110399 0 0 24609768 77588 349414 61417 154861 34698 208795 67772 131587 197577 118056 16440 27078 20306 24078 14974 74247 BLUE CROSS RETENTION 633937 CLAIMS REVIEW 218606 PRE-NEGOTIATED MEDICAL 98896 PRE-NEGOTIATED FEE 92680 ELECTRONIC CLAIMS PROCE 8223 27240998 965726 738623 11 9043 2145579 2059255 89176 91207 324519 225803 27405 98716 36385938 39290272 25013070 28677469 272414 840532 64899319 71805117 3032249 3002908 0 131262 3032249 3134170 X 0 0 0 0 61867070 68670947 61867070 68670947 64899319 71805117 X 869401 5934476 X 0 1 0 X 0 324519 225803 98716 98716 LIMITED LIABILITY COMPANIES 28677469 F 28677469 DUE TO AFFILIATED FUND 14594 CONTRIBUTIONS PAID IN ADVANCE 116668 131262 28110399 27240998 869401 5934476 5934476 6803877 33913288 5934476 5934476 27978812 131587 131587 28110399 27206738 0 27206738 131587 -97327 34260 27240998 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE FUND ADMINISTRATOR TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. THE FUND IS NOT AWARE OF ANY TAX POSITIONS TAKEN OR ANY UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FUND ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION FOR YEARS PRIOR TO 2007. PART XIII, LINE 4B - OTHER ADJUSTMENTS: BENEFITS PAYABLE AT BEGINNING OF YEAR BENEFITS PAYABLE AT END OF YEAR X X 0 0 0 MARK DAVIS 77588 77587 0 0 1750 1750 10795 10795 7546 7546 97679 97678 0 0 FORM 990, PART VI, SECTION B, LINE 11 NO REVIEW WAS OR WILL BE CONDUCTED BY THE GOVERNING BODY. THE FUND ADMINISTRATOR REVIEWS FORM 990 BEFORE FILING FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR FUND ADMINISTRATOR IS BASED ON COMPENSATION FOR REGIONAL DIRECTORS FORM 990, PART VI, SECTION C, LINE 19 THE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST BY MAIL OR AT ITS OFFICE IN BIRMINGHAM, ALABAMA. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 5,934,476. RWDSIUI PENSION FUND 1901 10TH AVENUE SOUTH BIRMINGHAM AL 352052601 630394267 DEFINED BENEFIT PENSION FUND AL 401(A) 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0