Civic Intelligence

Bmwe Health & Welfare Plan for Occupationally Disabled Members

EIN 41-2122976 • 501(c)9 • Goodlettsville, TN

View Organization Page

Profile

The provision of benefits to participants.

PO Box 1449Goodlettsville, TN 37070-1449
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

47th percentile

0.01x

Higher debt load relative to revenue than 47% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

93rd percentile

74%

Higher net margin than 93% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

63rd percentile

11%

Faster asset growth than 63% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

34th percentile

0.9%

Faster revenue growth than 34% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$12,121,855

Up $1,157,691 (+11%) from 2023

Liabilities

Down

$22,835

Down $15,378 (-40%) from 2023

Net Assets

Up

$12,099,020

Up $1,173,069 (+11%) from 2023

Operations
Liabilities / Revenue47th percentileNet Margin93rd percentile

Revenue

Up

$1,577,449

Up $14,839 (+0.9%) from 2023

Expenses

Down

$404,380

Down $13,091 (-3.1%) from 2023

Net Income

Up

$1,173,069

Up $27,930 (+2.4%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $5,333,095Liabilities 2011: $1,765Net Assets 2011: $5,331,3302011Assets 2012: $6,161,955Liabilities 2012: $1,862Net Assets 2012: $6,160,0932012Assets 2013: $6,772,748Liabilities 2013: $8,120Net Assets 2013: $6,764,6282013Assets 2014: $7,411,975Liabilities 2014: $4,122Net Assets 2014: $7,407,8532014Assets 2015: $7,140,596Liabilities 2015: $2,281Net Assets 2015: $7,138,3152015Assets 2016: $7,503,164Liabilities 2016: $2,922Net Assets 2016: $7,500,2422016Assets 2017: $8,397,425Liabilities 2017: $2,102Net Assets 2017: $8,395,3232017Assets 2018: $8,024,131Liabilities 2018: $6,448Net Assets 2018: $8,017,6832018Assets 2019: $9,110,826Liabilities 2019: $4,260Net Assets 2019: $9,106,5662019Assets 2020: $9,797,055Liabilities 2020: $1,554Net Assets 2020: $9,795,5012020Assets 2021: $10,530,866Liabilities 2021: $1,712Net Assets 2021: $10,529,1542021Assets 2022: $9,812,398Liabilities 2022: $31,586Net Assets 2022: $9,780,8122022Assets 2023: $10,964,164Liabilities 2023: $38,213Net Assets 2023: $10,925,9512023Assets 2024: $12,121,855Liabilities 2024: $22,835Net Assets 2024: $12,099,0202024

Highlighted filing

2024

Assets$12,121,855
Liabilities$22,835
Net Assets$12,099,020
Open 2024 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2011: $498,2652011Revenue 2012: $1,383,301Expenses 2012: $554,538Net Income 2012: $828,7632012Revenue 2013: $1,244,635Expenses 2013: $641,901Net Income 2013: $602,7342013Revenue 2014: $1,155,057Expenses 2014: $511,832Net Income 2014: $643,2252014Revenue 2015: $1,136,308Expenses 2015: $1,405,846Net Income 2015: -$269,5382015Revenue 2016: $1,404,589Expenses 2016: $1,041,894Net Income 2016: $362,6952016Revenue 2017: $1,438,738Expenses 2017: $543,657Net Income 2017: $895,0812017Revenue 2018: $828,317Expenses 2018: $1,205,957Net Income 2018: -$377,6402018Revenue 2019: $1,664,808Expenses 2019: $575,925Net Income 2019: $1,088,8832019Revenue 2020: $1,353,629Expenses 2020: $664,694Net Income 2020: $688,9352020Revenue 2021: $1,255,062Expenses 2021: $521,409Net Income 2021: $733,6532021Revenue 2022: -$334,357Expenses 2022: $413,985Net Income 2022: -$748,3422022Revenue 2023: $1,562,610Expenses 2023: $417,471Net Income 2023: $1,145,1392023Revenue 2024: $1,577,449Expenses 2024: $404,380Net Income 2024: $1,173,0692024

Highlighted filing

2024

Revenue$1,577,449
Expenses$404,380
Net Income$1,173,069
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$12,121,855
Liabilities
$22,835
Net assets
$12,099,020
Revenue
$1,577,449
Expenses
$404,380
Net income
$1,173,069
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.1$0.02$12.1$1.58$0.40$1.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.0$0.04$10.9$1.56$0.42$1.15
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.81$0.03$9.78$0.33$0.41$0.75
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.5$0.00$10.5$1.26$0.52$0.73
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.80$0.00$9.80$1.35$0.66$0.69
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.11$0.00$9.11$1.66$0.58$1.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.02$0.01$8.02$0.83$1.21$0.38
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.40$0.00$8.40$1.44$0.54$0.90
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.50$0.00$7.50$1.40$1.04$0.36
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.14$0.00$7.14$1.14$1.41$0.27
2014Detailed filing. Detailed filing data is available for this year.$7.41$0.00$7.41$1.16$0.51$0.64
2013Detailed filing. Detailed filing data is available for this year.$6.77$0.01$6.76$1.24$0.64$0.60
2012Summary only. Only limited summary data is available for this year.$6.16$0.00$6.16$1.38$0.55$0.83
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.33$0.00$5.33$0.50
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 21, 2025
Return Version
2024v5.0
Gross Receipts
$3,313,248
Mission and Program Overview

Mission

The provision of health benefits to plan participants.

Provision of benefits to participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$10,925,951$12,099,020▲ $1,173,069
Investments in Publicly Traded Securities$10,305,528$11,411,773▲ $1,106,245
Cash and Non-Interest-Bearing Accounts$559,394$616,527▲ $57,133
Savings and Temporary Cash Investments$94,656$89,712▼ $4,944
Prepaid Expenses and Deferred Charges$4,517$3,843▼ $674
Accounts Receivable$69--
Total Assets$10,964,164$12,121,855▲ $1,157,691
Liabilities
Accounts Payable and Accrued Expenses$38,213$22,835▼ $15,378
Total Liabilities$38,213$22,835▼ $15,378
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,925,951$12,099,020▲ $1,173,069
Total Liabilities and Net Assets / Fund Balance$10,964,164$12,121,855▲ $1,157,691
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Nathaniel TrawickChairman
Andrew SheltonTrustee
Len BuckleyTrustee
Ricky ChambersSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$760,824
Investment Income
$816,625
Other Revenue
$0
Change in Net Assets
$1,173,069

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,577,449
Total Revenue per Audited Statements
$1,577,449
Total Revenue per Form 990
$1,577,449
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$210,857
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$193,523
Fees for Service Investment Mgmnt Fees---$114,191
Fees for Services Management---$60,000
Fees for Services Other---$14,762
Fees for Services Accounting---$9,550
Conferences and Meetings---$4,408
Other Expenses---$754
All Other Expenses---$140
Office Expenses---$127
Total Functional Expenses$0$0$0$404,380

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$404,380
Total Expenses per Audited Statements$404,380
Total Expenses per Form 990$404,380
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“Southern benefit administrators, inc.”

Form 990, Page 6, Part VI, Line 7A

“The trustees are appointed by the participating federations.”

Form 990, Page 6, Part VI, Line 11B

“The form 990 is reviewed and approved by the entire board of trustees. It is then signed and filed.”

Form 990, Page 6, Part VI, Line 12C

“Conflicts of interest are reviewed continually and any issues that arise are handled at regular board meetings.”

Form 990, Page 6, Part VI, Line 15A

“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 comparision by the entire board of trustees.”

Form 990, Page 6, Part VI, Line 15B

“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 comparision by the entire board of trustees.”

Form 990, Page 6, Part VI, Line 19

“Available upon request. All communications include reference to documents being available upon request.”

Filing and Contact Details

Filer

Filer Name
Bmwe Health & Welfare Plan for
EIN
41-2122976
Phone
6158590131
Address
PO BOX 1449, GOODLETTSVILLE, TN 37070-1449

Signing Officer

Name
Ricky Chambers
Title
Secretary
Phone
6158590131
Signed
2025-09-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ricky Chambers
Formed
2004
Legal Domicile
Tn
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Daniels Irwin & Aylor
Address
223 MADISON STREET SUITE 112, MADISON, TN 37115-3660
Preparer
Douglas a Irwin
Phone
6158686008
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“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.”

Raw XML Appendix307 raw XML fields

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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt038213
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt022835
IRS990/AccountsReceivableGrp/BOYAmt069
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVISION OF BENEFITS TO PARTICIPANTS.
IRS990/AllOtherExpensesGrp/TotalAmt0140
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt0193523
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SOUTHERN BENEFIT ADMINISTRATORS INC
IRS990/BooksInCareOfDetail/PhoneNum06158590131
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02001 CALDWELL LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0GOODLETTSVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd037072
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0559394
IRS990/CashNonInterestBearingGrp/EOYAmt0616527
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt04408
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt0193523
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0816625
IRS990/CYOtherExpensesAmt0210857
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0760824
IRS990/CYRevenuesLessExpensesAmt01173069
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0404380
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01577449
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/Desc0THE PROVISION OF HEALTH BENEFITS TO PARTICIPANTS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt09550
IRS990/FeesForServicesManagementGrp/TotalAmt060000
IRS990/FeesForServicesOtherGrp/TotalAmt014762
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0114191
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0LEN BUCKLEY
IRS990/Form990PartVIISectionAGrp/PersonNm1RICKY CHAMBERS
IRS990/Form990PartVIISectionAGrp/PersonNm2ANDREW SHELTON
IRS990/Form990PartVIISectionAGrp/PersonNm3NATHANIEL TRAWICK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRMAN
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-68556
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01667243
IRS990/GrossReceiptsAmt03313248
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0885181
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0885181
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt010305528
IRS990/InvestmentsPubTradedSecGrp/EOYAmt011411773
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01735799
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE PROVISION OF BENEFITS TO PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt010925951
IRS990/NetAssetsOrFundBalancesEOYAmt012099020
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-68556
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-68556
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/TotalAmt0127
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0FIDUCIARY LIABILITY INSUR
IRS990/OtherExpensesGrp/Desc1IFEBP MEMBERSHIP DUES
IRS990/OtherExpensesGrp/Desc2FOREIGN TAXES WITHHELD
IRS990/OtherExpensesGrp/Desc3BOND EXPENSE
IRS990/OtherExpensesGrp/TotalAmt04920
IRS990/OtherExpensesGrp/TotalAmt11195
IRS990/OtherExpensesGrp/TotalAmt2810
IRS990/OtherExpensesGrp/TotalAmt3754
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04517
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03843
IRS990/PrincipalOfficerNm0RICKY CHAMBERS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0FEDERATED CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0760824
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0760824
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0214659
IRS990/PYInvestmentIncomeAmt0809257
IRS990/PYOtherExpensesAmt0202812
IRS990/PYOtherRevenueAmt0533
IRS990/PYProgramServiceRevenueAmt0752820
IRS990/PYRevenuesLessExpensesAmt01145139
IRS990/PYTotalExpensesAmt0417471
IRS990/PYTotalRevenueAmt01562610
IRS990/ReconcilationRevenueExpnssAmt01173069
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt010925951
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt012099020
IRS990/SavingsAndTempCashInvstGrp/BOYAmt094656
IRS990/SavingsAndTempCashInvstGrp/EOYAmt089712
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0404380
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueSubtotalAmt01577449
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING 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/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalExpensesPerForm990Amt0404380
IRS990ScheduleD/TotalRevenuePerForm990Amt01577449
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01577449
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0404380
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SOUTHERN BENEFIT ADMINISTRATORS, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEES ARE APPOINTED BY THE PARTICIPATING FEDERATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED AND APPROVED BY THE ENTIRE BOARD OF TRUSTEES. IT IS THEN SIGNED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONFLICTS OF INTEREST ARE REVIEWED CONTINUALLY AND ANY ISSUES THAT ARISE ARE HANDLED AT REGULAR BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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 COMPARISION BY THE ENTIRE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE 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 COMPARISION BY THE ENTIRE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AVAILABLE UPON REQUEST. ALL COMMUNICATIONS INCLUDE REFERENCE TO DOCUMENTS BEING AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2SOUTHERN SYSTEM DIVISION FEDERATION
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0404380
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt038213
IRS990/TotalLiabilitiesEOYAmt022835
IRS990/TotalLiabilitiesGrp/BOYAmt038213
IRS990/TotalLiabilitiesGrp/EOYAmt022835
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt012099020
IRS990/TotalProgramServiceRevenueAmt0760824
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01646005
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01577449
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010964164
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt012121855
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICKY CHAMBERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum06158590131
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BMWE HEALTH & WELFARE PLAN FOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OCCUPATIONALLY DISABLED MEMBERS
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ReturnHeader/Filer/PhoneNum06158590131
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1449
ReturnHeader/Filer/USAddress/CityNm0GOODLETTSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd0370701449
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621802605
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DANIELS IRWIN & AYLOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0223 MADISON STREET SUITE 112
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0371153660
ReturnHeader/PreparerPersonGrp/PhoneNum06158686008
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS A IRWIN
ReturnHeader/ReturnTs02025-10-14T09:18:23-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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