Liabilities / Assets
90th percentile
Higher debt load relative to assets than 90% of similar nonprofits.
990 • Fiscal year 2018 • EIN 23-7153308
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
90th percentile
Higher debt load relative to assets than 90% of similar nonprofits.
Liabilities / Revenue
93rd percentile
Higher debt load relative to revenue than 93% of similar nonprofits.
Net Margin
26th percentile
Higher net margin than 26% of similar nonprofits.
Top Officer Pay
49th percentile
Higher top officer pay than 49% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
43rd percentile
Faster asset growth than 43% of similar nonprofits.
Revenue Growth
59th percentile
Faster revenue growth than 59% of similar nonprofits.
Assets
Up$7,077,851
Up $61,810 (+0.9%) from 2017
Net Assets
Down$2,500,534
Down $192,504 (-7.1%) from 2017
Liabilities
Up$4,577,317
Up $254,314 (+5.9%) from 2017
Revenue
Up$8,112,930
Up $482,004 (+6.3%) from 2017
Expenses
Up$8,305,434
Up $368,886 (+4.6%) from 2017
Net Income
Up-$192,504
Up $113,118 (+37%) from 2017
The provision of benefits to participants.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $5,676,814 | $5,725,763 | ▲ $48,949 |
| Accounts Receivable | $678,688 | $807,072 | ▲ $128,384 |
| Cash and Non-Interest-Bearing Accounts | $651,252 | $535,689 | ▼ $115,563 |
| Prepaid Expenses and Deferred Charges | $9,287 | $9,327 | ▲ $40 |
| Total Assets | $7,016,041 | $7,077,851 | ▲ $61,810 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $4,323,003 | $4,577,317 | ▲ $254,314 |
| Total Liabilities | $4,323,003 | $4,577,317 | ▲ $254,314 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $2,693,038 | $2,500,534 | ▼ $192,504 |
| Total Net Assets Fund Balance | $2,693,038 | $2,500,534 | ▼ $192,504 |
| Total Liabilities and Net Assets / Fund Balance | $7,016,041 | $7,077,851 | ▲ $61,810 |
| Name | Title |
|---|---|
| David Rhea | Chairman |
| Bill Vaughn | Trustee |
| Dustin R Cole | Trustee |
| Jesse Connolly | Trustee |
| Joe Hinely | Trustee |
| John D Taylor | Trustee |
| Keith Hopper | Trustee |
| Tommy H Slaton | Trustee |
| Melvin J Schuster Jr | Secretary |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Southern Benefit Administrators | Administration | 2001 CALDWELL DR, Goodlettsville, TN 37072 | $289,750 |
| Cigna | Ppo | 1111 MARKET ST, Chatttanooga, TN 37402 | $261,111 |
| Line Item | Amount |
|---|---|
| Other Expenses | $838,348 |
| Salaries, Compensation, and Employee Benefits | $10,459 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | $7,456,627 | - | - | $7,456,627 |
| Fees for Services Other | $261,111 | $25,750 | - | $286,861 |
| Fees for Services Management | - | $264,000 | - | $264,000 |
| Insurance | $210,278 | - | - | $210,278 |
| Fees for Services Legal | - | $19,802 | - | $19,802 |
| Fees for Services Accounting | - | $13,500 | - | $13,500 |
| Payroll Taxes | $10,459 | - | - | $10,459 |
| Office Expenses | - | $10,290 | - | $10,290 |
| Conferences and Meetings | - | $6,289 | - | $6,289 |
| All Other Expenses | $664 | $2,087 | - | $2,751 |
| Other Expenses | $2,364 | $7,397 | - | $2,364 |
| Total Functional Expenses | $7,946,242 | $359,192 | $0 | $8,305,434 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $8,305,434 |
| Total Expenses per Audited Statements | $8,305,434 |
| Total Expenses per Form 990 | $8,305,434 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“Operating engineers local 917 operating engineers local 917 chairman trustee work for same local. Operating engineers local 917 operating engineers local 917 chairman trustee work for same local. Operating engineers local 917 operating engineers local 917 trustee trustee work for same local.”
“Southern benefit administrators, inc.”
“The employer trustees are appointed to the board by the employers association and the union trustees are appointed by the union.”
“The form 990 is reviewed and approved by the entire board of trustees. It is then signed and filed.”
“Conflicts of interest are reviewed continually and any issues that arise are handled at regular board meetings.”
“The members of the board of trustees are not compensated in any way. A third party administrator was hired by the board of trustees to manage the fund and was selected, had its qualifications reviewed and compensation determined by competitive comparison by the entire board of trustees.”
“The members of the board of trustees are not compensated in any way. A third party administrator was hired by the board of trustees to manage the fund and was selected, had its qualifications reviewed and compensation determined by competitive comparison by the entire board of trustees.”
“Available upon request. All communications include reference to documents being available upon request.”
“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustainable upon examination by the irs. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 4323003 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 4577317 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 678688 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 807072 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | THE PROVISION OF BENEFITS TO PARTICIPANTS. |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 2087 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 664 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 2751 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BenefitsToMembersGrp/ProgramServicesAmt | 0 | 7456627 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 7456627 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | SOUTHERN BENEFIT ADMINISTRATORS |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 6158590131 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2001 CALDWELL DRIVE |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | GOODLETTSVILLE |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | TN |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 37072 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 651252 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 535689 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 2 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | true |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 6289 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 6289 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 289750 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 261111 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 2001 CALDWELL DR |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | 1111 MARKET ST |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | GOODLETTSVILLE |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | CHATTTANOOGA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | TN |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | TN |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 37072 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 37402 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | SOUTHERN BENEFIT ADMINISTRATORS |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 1 | CIGNA |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | ADMINISTRATION |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | PPO |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 7456627 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | -1051 |
| IRS990/CYOtherExpensesAmt | 0 | 838348 |
| IRS990/CYOtherRevenueAmt | 0 | 248431 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 7865550 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -192504 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 10459 |
| IRS990/CYTotalExpensesAmt | 0 | 8305434 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 8112930 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | true |
| IRS990/Desc | 0 | THE PROVISION OF HEALTH, DENTAL, VISION, TEMPORARY DISABILITY AND DEATH BENEFITS TO PLAN PARTICIPANTS. |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | true |
| IRS990/EmployeeCnt | 0 | 32 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/FamilyOrBusinessRlnInd | 0 | true |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 13500 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 13500 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 19802 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 19802 |
| IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt | 0 | 264000 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 264000 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 25750 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 261111 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 286861 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | DAVID RHEA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | MELVIN J SCHUSTER JR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | JOHN D TAYLOR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | KEITH HOPPER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | TOMMY H SLATON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | DUSTIN R COLE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | JOE HINELY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | JESSE CONNOLLY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | BILL VAUGHN |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | CHAIRMAN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1970 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | -5782 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 9 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 250000 |
| IRS990/GrossReceiptsAmt | 0 | 8368712 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | true |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 9 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 210278 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 210278 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 4731 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 4731 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 5676814 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 5725763 |
| IRS990/IRPDocumentCnt | 0 | 805 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | TN |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 255782 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 3411 |
| IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt | 0 | 3411 |
| IRS990/MissionDesc | 0 | THE PROVISION OF BENEFITS TO PARTICIPANTS. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 2693038 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 2500534 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | -5782 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -5782 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 10290 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 10290 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherExpensesGrp/Desc | 0 | FIDUCIARY LIABILITY INSUR |
| IRS990/OtherExpensesGrp/Desc | 1 | BANK CHARGES |
| IRS990/OtherExpensesGrp/Desc | 2 | PCORI FEE |
| IRS990/OtherExpensesGrp/Desc | 3 | MEDICARE PART D EXPENSES |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 10077 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 7397 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 4739 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 2364 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 10077 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 7397 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 4739 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 2364 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | FORMULARY REBATES |
| IRS990/OtherRevenueMiscGrp/Desc | 1 | CLAIMS REFUNDS |
| IRS990/OtherRevenueMiscGrp/Desc | 2 | SUBROGATION REFUNDS |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 183012 |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 1 | 38406 |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 2 | 23602 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 183012 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 1 | 38406 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 2 | 23602 |
| IRS990/OtherRevenueTotalAmt | 0 | 248431 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 10459 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 10459 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 9287 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 9327 |
| IRS990/PrincipalOfficerNm | 0 | DAVID RHEA |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | EMPLOYEE CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 7300308 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 565242 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 7300308 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 565242 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 7064359 |
| IRS990/PYInvestmentIncomeAmt | 0 | 95757 |
| IRS990/PYOtherExpensesAmt | 0 | 861041 |
| IRS990/PYOtherRevenueAmt | 0 | 413118 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 7122051 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -305622 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 11148 |
| IRS990/PYTotalExpensesAmt | 0 | 7936548 |
| IRS990/PYTotalRevenueAmt | 0 | 7630926 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -192504 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | true |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 8305434 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 8112930 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINABLE UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE D, PAGE 3, PART X |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 8305434 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 8112930 |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | OPERATING ENGINEERS LOCAL 917 OPERATING ENGINEERS LOCAL 917 CHAIRMAN TRUSTEE WORK FOR SAME LOCAL. OPERATING ENGINEERS LOCAL 917 OPERATING ENGINEERS LOCAL 917 CHAIRMAN TRUSTEE WORK FOR SAME LOCAL. OPERATING ENGINEERS LOCAL 917 OPERATING ENGINEERS LOCAL 917 TRUSTEE TRUSTEE WORK FOR SAME LOCAL. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | SOUTHERN BENEFIT ADMINISTRATORS, INC. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE EMPLOYER TRUSTEES ARE APPOINTED TO THE BOARD BY THE EMPLOYERS ASSOCIATION AND THE UNION TRUSTEES ARE APPOINTED BY THE UNION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE FORM 990 IS REVIEWED AND APPROVED BY THE ENTIRE BOARD OF TRUSTEES. IT IS THEN SIGNED AND FILED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | CONFLICTS OF INTEREST ARE REVIEWED CONTINUALLY AND ANY ISSUES THAT ARISE ARE HANDLED AT REGULAR BOARD MEETINGS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | THE MEMBERS OF THE BOARD OF TRUSTEES ARE NOT COMPENSATED IN ANY WAY. A THIRD PARTY ADMINISTRATOR WAS HIRED BY THE BOARD OF TRUSTEES TO MANAGE THE FUND AND WAS SELECTED, HAD ITS QUALIFICATIONS REVIEWED AND COMPENSATION DETERMINED BY COMPETITIVE COMPARISON BY THE ENTIRE BOARD OF TRUSTEES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | THE MEMBERS OF THE BOARD OF TRUSTEES ARE NOT COMPENSATED IN ANY WAY. A THIRD PARTY ADMINISTRATOR WAS HIRED BY THE BOARD OF TRUSTEES TO MANAGE THE FUND AND WAS SELECTED, HAD ITS QUALIFICATIONS REVIEWED AND COMPENSATION DETERMINED BY COMPETITIVE COMPARISON BY THE ENTIRE BOARD OF TRUSTEES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | AVAILABLE UPON REQUEST. ALL COMMUNICATIONS INCLUDE REFERENCE TO DOCUMENTS BEING AVAILABLE UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PAGE 6, PART VI, LINE 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 6, PART VI, LINE 3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 7A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PAGE 6, PART VI, LINE 15A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PAGE 6, PART VI, LINE 15B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | FORM 990, PAGE 6, PART VI, LINE 19 |
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Displayed year
2018 • Form 990Detailed filing. Detailed filing data is available for this year.