SOUTHEASTERN CARP & MW HEALTH PLAN: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: SOUTHEASTERN CARP & MW HEALTH PLAN (EIN 58-6066597)
Tax period: 2010-04-01 to 2011-03-31
Filed: 2011-07-18
IRS object ID: 201131999349300423
Schema version: 2010v3.2
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
Form 990
Schedule D
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-07-18T12:11:18-05:00	Timestamp
Tax Period End Date	2011-03-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	J ALLEN BELL JR CPA	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	333 SANDY SPRINGS CIRCLE STE 120	AddressLine1
City	ATLANTA	City
State	GA	State
ZIP Code	30328	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2010-04-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	586066597	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	SOUTHEASTERN CARP & MW HEALTH PLAN	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	SOUT	NameControl
Phone	6158590131	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2001 CALDWELL DRIVE	AddressLine1
City	GOODLETTSVILLE	City
State	TN	State
ZIP Code	37072	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	KIRK MALONE	Name
Title	CHAIRMAN	Title
Phone	6158590131	Phone
Date Signed	2011-06-22	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	J ALLEN BELL JR	Name
Phone	4042557084	Phone
Date Prepared	2011-07-18	DatePrepared
Self Employed	X	SelfEmployed

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	KIRK MALONE	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	2001 CALDWELL DRIVE	AddressLine1
City	GOODLETTSVILLE	City
State	TN	State
ZIP Code	37072	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	19929354	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c	X	Organization501c
Type Of Organization Trust	X	TypeOfOrganizationTrust
Year Formation	1967	YearFormation
State Legal Domicile	GA	StateLegalDomicile
Activity Or Mission Description	PAYMENT OF ELIGIBLE HEALTH, VISION, DENTAL, DISABILITY AND DEATH BENEFIT CLAIMS FOR PLAN'S ELIGIBLE MEMBERS.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	7	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	7	NbrIndependentVotingMembers
Total Nbr Employees	31	TotalNbrEmployees
Total Nbr Volunteers	7	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Current Year	0	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	12088481	ProgramServiceRevenuePriorYear
Program Service Revenue CY	12338565	ProgramServiceRevenueCY
Investment Income Prior Year	695070	InvestmentIncomePriorYear
Investment Income Current Year	505936	InvestmentIncomeCurrentYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	12783551	TotalRevenuePriorYear
Total Revenue Current Year	12844501	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	11046624	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	10556500	BenefitsPaidToMembersCY
Salaries Etc Current Year	0	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	653050	OtherExpensePriorYear
Other Expenses Current Year	700371	OtherExpensesCurrentYear
Total Expenses Prior Year	11699674	TotalExpensesPriorYear
Total Expenses Current Year	11256871	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	1083877	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	1587630	RevenuesLessExpensesCY
Total Assets BOY	19834938	TotalAssetsBOY
Total Assets EOY	21408685	TotalAssetsEOY
Total Liabilities BOY	181926	TotalLiabilitiesBOY
Total Liabilities EOY	161980	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	19653012	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	21246705	NetAssetsOrFundBalancesEOY
Mission Description	PAYMENT OF ELIGIBLE HEALTH, VISION, DENTAL, DISABILITY AND DEATH BENEFIT CLAIMS FOR PLAN'S ELIGIBLE MEMBERS.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	10966500	Expense
Description	PROVIDE HEALTH, VISION, DENTAL, DISABILITY AND DEATH BENEFITS FOR APPROXIMATELY 2000 ELIGIBLE MEMBERS AND THEIR DEPENDENTS.	Description
Total Program Service Expense	10966500	TotalProgramServiceExpense
Described In501 C3	false	DescribedIn501C3
Schedule B Required	false	ScheduleBRequired
Political Activities	false	PoliticalActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	false	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	1524	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	31	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	7	NbrVotingGoverningBodyMembers
Number Independent Voting Members	7	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	true	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	true	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	false	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	false	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	GA	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	JERE T BRASSELL	NamePerson
Telephone Number	6158590131	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	2001 CALDWELL DR	AddressLine1
City	GOODLETTSVILLE	City
State	TN	State
ZIP Code	37072	ZIPCode

Field	Value	IRS element (for citing)
No Listed Persons Compensated	X	NoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (7 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
KIRK MALONE
TRUSTEE	1.00	X	X	0	0	0
JIM WILKERSON
TRUSTEE	1.00	X		0	0	0
LARRY PHILLIPS
TRUSTEE	1.00	X		0	0	0
MICHAEL HAMILTON
TRUSTEE	1.00	X	X	0	0	0
MARK BROWN
TRUSTEE	1.00	X		0	0	0
TOM JENKINS
TRUSTEE	1.00	X		0	0	0
DAVID W TANKERSLEY
TRUSTEE	1.00	X		0	0	0

Field	Value	IRS element (for citing)
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (3 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	Address Line2AddressOfContractor/AddressUS/AddressLine2	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
CIGNA CORPORATION
TWO LIBERTY PLACE	1601 CHESTNUT STREET	PHILADELPHIA	PA	19192	PPO CONSULT	526516
SOUTHERN BENEFIT ADMIN INC
2001 CALDWELL DRIVE		GOODLETTSVILLE	TN	37072	THIRD PARTY ADM	508800
LINCOLN FINANCIAL GROUP
1800 PEMBROOK DR ST 150		ORLANDO	FL	32810	LIFE INS UNDWR	149451

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	3	NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue

Field	Value	IRS element (for citing)
Description	HEALTH BENEFIT COVERAGE REC	Description
Business Code	525100	BusinessCode
Total Revenue Column	12338565	TotalRevenueColumn
Related Or Exempt Function Income	12338565	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	12338565	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	508432	TotalRevenueColumn
Related Or Exempt Function Income	508432	RelatedOrExemptFunctionIncome

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	7082357	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	7084853	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	-2496	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	-2496	TotalRevenueColumn
Related Or Exempt Function Income	-2496	RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	12844501	TotalRevenueColumn
Related Or Exempt Function Income	12844501	RelatedOrExemptFunctionIncome

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	10556500	Total
Program Services	10556500	ProgramServices

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	493800	Total
Program Services	380000	ProgramServices
Management And General	113800	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	31611	Total
Management And General	31611	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	31537	Total
Management And General	31537	ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	44600	Total
Management And General	44600	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	21500	Total
Management And General	21500	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	57466	Total
Program Services	30000	ProgramServices
Management And General	27466	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	7566	Total
Management And General	7566	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	12291	Total
Management And General	12291	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	11256871	Total
Program Services	10966500	ProgramServices
Management And General	290371	ManagementAndGeneral
Fundraising	0	Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	2483565	BOY
EOY	1445522	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	1440514	BOY
EOY	1457867	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	23302	BOY
EOY	12491	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	15887557	BOY
EOY	18492805	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	19834938	BOY
EOY	21408685	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	181926	BOY
EOY	161980	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	181926	BOY
EOY	161980	EOY

Field	Value	IRS element (for citing)
Do Not Follow SFAS117	X	DoNotFollowSFAS117

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

Field	Value	IRS element (for citing)
BOY	19653012	BOY
EOY	21246705	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	19653012	BOY
EOY	21246705	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	19834938	BOY
EOY	21408685	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	1587630	ReconcilationRevenueExpenses
Reconcilation Other Changes	6063	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Consolidated	X	FinancialStatementConsolidated
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Disclosed Orgs Legal Control	false	DisclosedOrgsLegalControl
Disclosed For Charitable Purposes	false	DisclosedForCharitablePurposes
Written Policy Monitoring	false	WrittenPolicyMonitoring
Sect170h Requirements Satisfied	false	Sect170hRequirementsSatisfied
Solicited Assets For Sale	false	SolicitedAssetsForSale
Agent Trustee Etc	false	AgentTrusteeEtc
Included On FS	false	IncludedOnFS
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R	false	AreRelatedOrgsListedScheduleR
Total Revenue	12844501	TotalRevenue
Total Expenses	11256871	TotalExpenses
Excess Or Deficit For Year	1587630	ExcessOrDeficitForYear
Net Unrealized GL On Investments	6063	NetUnrealizedGLOnInvestments
Total Adjustments	6063	TotalAdjustments
Excess Or Deficit Per FS	1593693	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	12805964	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	6063	NetUnrealizedGainsInvestments
Revenue Not Rptd F990	6063	RevenueNotRptdF990
Revenue Subtotal	12799901	RevenueSubtotal
Investment Expenses Not Included	44600	InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt	44600	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	12844501	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	11212271	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	11212271	ExpensesSubtotal
Investment Expenses Not Included2	44600	InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt	44600	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	11256871	TotalExpensesPerForm990

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
MANAGEMENT DELEGATED	FORM 990, PAGE 6, PART VI, LINE 3	EMPLOYED A THIRD PARY ADMINISTRATOR: SOUTHERN BENEFIT ADMINISTRATORS, INC., GOODLETTSVILLE, TN
ELECTION OF MEMBERS AND THEIR RIGHTS	FORM 990, PAGE 6, PART VI, LINE 7A	THE MANAGEMENT TRUSTEES SERVE AS TRUSTEES UNTIL THEY RESIGN, DIE OR BECOME INCAPACITATED. A REPLACEMENT OF A MANAGEMENT TRUSTEE IS SELECTED BY THE REMAINING MANAGEMENT TRUSTEES WHEN A VACANCY OCCURS. THE LABOR TRUSTEES SERVE AS TRUSTEES AT THE PLEASURE OF THE SOUTHEASTERN REGIONAL COUNCIL OF THE INTERNATIONAL BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	A COPY OF FORM 990 AND ALL RELATED ATTACHMENTS WERE EMAILED TO ALL TRUSTEES OF ITS GOVERNING BODY IN MID-JUNE, 2011 BEFORE THE RETURN WAS FILED IN JULY, 2011. ALL TRUSTEES WERE REQUESTED TO ASK ANY QUESTIONS OF THE RETURN PREPARER BEFORE THE RETURN WAS FILED AND NO QUESTIONS WERE RECEIVED BY THE RETURN PREPARER BEFORE IT WAS FILED.
ENFORCEMENT OF CONFLICTS POLICY	FORM 990, PAGE 6, PART VI, LINE 12C	WHENEVER A MEMBER OF THE GOVERNING BOARD CONSIDERS ANY ITEM THAT HE DOES OR KNOWS THAT ANOTHER GOVERNING BOARD MEMBER DOES SOMETHING THAT MAY BE A CONFLICT OF INTEREST, HE BRINGS THIS ITEM BEFORE THE FULL BOARD FOR THEM TO DETERMINE IF ANY ACTION IS NECESSARY BY THEM.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND/OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AS REQUIRED BY ERISA.
OTHER CHANGES IN NET ASSETS EXPLANATION	FORM 990, PART XI, LINE 5	THE FUND PREPARES ITS FINANCIAL STATEMENTS UNDER ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. AS SUCH, THE INVESTMENTS ARE ADJUSTED TO MARKET VALUE AT YEAR END. THE 6,063 REPRESENTS THE NET CHANGE IN THE FUND'S INVESTMENTS TO MARKET VALUE AS OF MARCH 31, 2011.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	SE CARP & MW PENSION PLAN	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	2001 CALDWELL DRIVE	AddressLine1
City	GOODLETTSVILLE	City
State	TN	State
ZIP Code	37072	ZIPCode

Field	Value	IRS element (for citing)
EIN	586080306	EIN
Primary Activities	PENSION PL	PrimaryActivities
Legal Domicile State	GA	LegalDomicileState
Exempt Code Section	401	ExemptCodeSection
Direct Controlling Entity NA	N/A	DirectControllingEntityNA
Controlled Org	false	ControlledOrg

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	false	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	false	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	false	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	false	LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	false	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	false	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	false	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	false	PerformOfServicesByOtherOrgs
Sharing Of Facilities	false	SharingOfFacilities
Sharing Of Paid Employees	false	SharingOfPaidEmployees
Reimbursement Paid To Other Org	true	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	false	OtherTransferToOtherOrg
Other Transfer From Other Org	false	OtherTransferFromOtherOrg

SOUTHEASTERN CARP & MW HEALTH PLAN: Form 990, tax year 2010

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990 IRS990

Address Principal Officer US AddressPrincipalOfficerUS

The Books Are In Care Of TheBooksAreInCareOf

Address US AddressUS

Form990 Part VII Section A Form990PartVIISectionA (7 entries)

Contractor Compensation ContractorCompensation (3 entries)

Program Service Revenue ProgramServiceRevenue

Investment Income InvestmentIncome

Gross Amount Sales Assets GrossAmountSalesAssets

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Gain Or Loss GainOrLoss

Net Gain Or Loss Investments NetGainOrLossInvestments

Total Revenue TotalRevenue

Benefits To Members BenefitsToMembers

Fees For Services Management FeesForServicesManagement

Fees For Services Legal FeesForServicesLegal

Fees For Services Accounting FeesForServicesAccounting

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Fees For Services Other FeesForServicesOther

Office Expenses OfficeExpenses

Travel Travel

Insurance Insurance

Total Functional Expenses TotalFunctionalExpenses

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Accounts Receivable AccountsReceivable

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Total Assets TotalAssets

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Total Liabilities TotalLiabilities

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Schedule D IRS990ScheduleD

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

Address US AddressUS

Comments