Liabilities / Assets
20th percentile
Tied with the lowest-debt nonprofits in its peer group.
990 • Fiscal year 2017 • EIN 59-0810108
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
20th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
21st percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
69th percentile
Higher net margin than 69% 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
64th percentile
Faster asset growth than 64% of similar nonprofits.
Revenue Growth
40th percentile
Faster revenue growth than 40% of similar nonprofits.
Assets
Up$14,956,121
Up $1,537,625 (+11%) from 2016
Net Assets
Up$14,956,121
Up $1,537,625 (+11%) from 2016
Liabilities
Flat$0
Flat from 2016
Revenue
Up$10,548,646
Up $231,591 (+2.2%) from 2016
Expenses
Up$9,286,426
Up $936,544 (+11%) from 2016
Net Income
Down$1,262,220
Down $704,953 (-36%) from 2016
To provide health care benefits to union members and their dependents.
To provide health care benefits to union members and their dependents
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $11,543,231 | $12,884,456 | ▲ $1,341,225 |
| Savings and Temporary Cash Investments | $1,875,265 | $2,071,665 | ▲ $196,400 |
| Total Assets | $13,418,496 | $14,956,121 | ▲ $1,537,625 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $13,418,496 | $14,956,121 | ▲ $1,537,625 |
| Total Net Assets Fund Balance | $13,418,496 | $14,956,121 | ▲ $1,537,625 |
| Total Liabilities and Net Assets / Fund Balance | $13,418,496 | $14,956,121 | ▲ $1,537,625 |
| Name | Title |
|---|---|
| Michael Wood | Asst Chairman |
| W W Gay | Chairman |
| Alfred Reaux | Trustee |
| Benjamin Clark | Trustee |
| Bennie Craven | Trustee |
| David Boree | Trustee |
| James Hendricks | Trustee |
| Kellen Jordan | Trustee |
| Troy Carver | Trustee |
| Russell Drawdy | Asst Secretary |
| Ronny Andrews | Secretary |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| United Healthcare | Contract Admin | 9900 BREN ROAD E, Minnetonka, MN 55343 | $226,656 |
| Southern Benefit Administrators INC | Contract Admin | 2001 CALDWELL DRIVE, Goodlettsville, TN 37072 | $183,800 |
| Line Item | Amount |
|---|---|
| Other Expenses | $1,140,847 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | $8,145,579 | - | - | $8,145,579 |
| Fees for Services Management | - | $392,856 | - | $392,856 |
| Insurance | - | $303,347 | - | $303,347 |
| Fees for Services Accounting | - | $80,005 | - | $80,005 |
| Fees for Service Investment Mgmnt Fees | - | $43,764 | - | $43,764 |
| Fees for Services Other | - | $41,647 | - | $41,647 |
| Fees for Services Legal | - | $28,696 | - | $28,696 |
| Conferences and Meetings | - | $8,959 | - | $8,959 |
| Office Expenses | - | $8,821 | - | $8,821 |
| Other Expenses | $168,954 | $5,356 | - | $5,356 |
| All Other Expenses | - | $650 | - | $650 |
| Total Functional Expenses | $8,314,533 | $971,893 | $0 | $9,286,426 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $9,286,426 |
| Expenses per Audited Statements | $9,242,662 |
| Total Expenses per Audited Statements | $9,242,662 |
| Expenses Not Reported on Financial Statements | $43,764 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“The board of trustees contracted with southern benefit administrators, inc. To perform day to day management and benefit processing functions during fye 8/31/2017.”
“Form 990 is reviewed in detail by members of the board of trustees before form 990 is approved, signed and filed.”
“All members of the board of trustees are required to disclose at each board meeting their interests that could give rise to conflicts of interest. Any trustee who has a conflict of interest is prohibited from participating in board deliberations and decisions related to transactions where there is a conflict of interest.”
“The organization does not compensate any trustee.”
“No documents are made available to the public.”
“Organization does not have audited financial statements prepared in accordance with gaap. Non-gaap financial statements are audited by independent certified public accountants.”
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 | 0 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | TO PROVIDE HEALTH CARE BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 650 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 650 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/ProgramServicesAmt | 0 | 8145579 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 8145579 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | JAY BRASSELL - SOUTHERN BENEFIT ADMINISTRATORS INC |
| 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 | 370723589 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 2 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 8959 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 8959 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 226656 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 183800 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 9900 BREN ROAD E |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | 2001 CALDWELL DRIVE |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | MINNETONKA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | GOODLETTSVILLE |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | MN |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | TN |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 55343 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 37072 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | UNITED HEALTHCARE |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 1 | SOUTHERN BENEFIT ADMINISTRATORS INC |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | CONTRACT ADMIN |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | CONTRACT ADMIN |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 8145579 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 198376 |
| IRS990/CYOtherExpensesAmt | 0 | 1140847 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 10350270 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 1262220 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 9286426 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 10548646 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 1 |
| IRS990/Desc | 0 | PAYMENTS OF MEDICAL CLAIMS FOR PLAN PARTICIPANTS INCLUDING THEIR DEPENDENTS |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 8145579 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 80005 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 80005 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 28696 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 28696 |
| IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt | 0 | 392856 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 392856 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 41647 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 41647 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 43764 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 43764 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 5.00 |
| 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/AverageHoursPerWeekRt | 9 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 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/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | 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/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | W W GAY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | RONNY ANDREWS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | RUSSELL DRAWDY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | JAMES HENDRICKS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | BENNIE CRAVEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | KELLEN JORDAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | MICHAEL WOOD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | BENJAMIN CLARK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | TROY CARVER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | ALFRED REAUX |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | DAVID BOREE |
| 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/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 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/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | CHAIRMAN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | ASST SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | ASST CHAIRMAN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1957 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | -26235 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 11 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 10420827 |
| IRS990/GrossReceiptsAmt | 0 | 20995708 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 11 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 303347 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 303347 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 224611 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 224611 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 11543231 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 12884456 |
| IRS990/IRPDocumentCnt | 0 | 236 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | FL |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 10447062 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | TO PROVIDE HEALTH CARE BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 13418496 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 14956121 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | -26235 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -26235 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 275405 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 8821 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 8821 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | RECIPROCAL TRANSFERS |
| IRS990/OtherExpensesGrp/Desc | 1 | TRANSITIONAL REINSURANC |
| IRS990/OtherExpensesGrp/Desc | 2 | BANK CHARGES |
| IRS990/OtherExpensesGrp/Desc | 3 | PATIENT-CENTERED OUTCOM |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 47185 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 10607 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 5356 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 168954 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 168954 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 47185 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 10607 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 5356 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | W W GAY |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER AND PARTICIPANT CONTRIBU |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 10350270 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 10350270 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | REMITTANCE OF EMPLOYER CONTRIBUTIONS PAID INTO THE FUND FOR UNION MEMBERS OUTSIDE OF LOCAL UNION #234 BUT WORKING ON A RECIPROCAL BASIS WITHIN THE JURISDICTION OF LOCAL UNION #234 TO THE APPROPRIATE RECIPROCAL UNION BENEFIT FUND |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 168954 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 7006117 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 189563 |
| IRS990/PYOtherExpensesAmt | 0 | 1343765 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 10127492 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 1967173 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 8349882 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 10317055 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 1262220 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 1875265 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 2071665 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 43764 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 9242662 |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 43764 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 43764 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 275405 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 275405 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 43764 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 10504882 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | ORGANIZATION DOES NOT HAVE AUDITED FINANCIAL STATEMENTS PREPARED IN ACCORDANCE WITH GAAP. NON-GAAP FINANCIAL STATEMENTS ARE AUDITED BY INDEPENDENT CERTIFIED PUBLIC ACCOUNTANTS. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990 SCHEDULE D PARTS XI AND XII |
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| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 9286426 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 10548646 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 10780287 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 9242662 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE BOARD OF TRUSTEES CONTRACTED WITH SOUTHERN BENEFIT ADMINISTRATORS, INC. TO PERFORM DAY TO DAY MANAGEMENT AND BENEFIT PROCESSING FUNCTIONS DURING FYE 8/31/2017. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | FORM 990 IS REVIEWED IN DETAIL BY MEMBERS OF THE BOARD OF TRUSTEES BEFORE FORM 990 IS APPROVED, SIGNED AND FILED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ALL MEMBERS OF THE BOARD OF TRUSTEES ARE REQUIRED TO DISCLOSE AT EACH BOARD MEETING THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. ANY TRUSTEE WHO HAS A CONFLICT OF INTEREST IS PROHIBITED FROM PARTICIPATING IN BOARD DELIBERATIONS AND DECISIONS RELATED TO TRANSACTIONS WHERE THERE IS A CONFLICT OF INTEREST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE ORGANIZATION DOES NOT COMPENSATE ANY TRUSTEE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | NO DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION B, LINE 15 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI, SECTION C, LINE 19 |
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| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TempOrPermanentEndowmentsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
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| IRS990/TotalAssetsEOYAmt | 0 | 14956121 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 13418496 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 14956121 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 971893 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 8314533 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 9286426 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 13418496 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 14956121 |
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| IRS990/TotalProgramServiceExpensesAmt | 0 | 8314533 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 10350270 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
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| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 10548646 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
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| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 14956121 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UnrestrictedNetAssetsGrp/BOYAmt | 0 | 13418496 |
| IRS990/UnrestrictedNetAssetsGrp/EOYAmt | 0 | 14956121 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 2001 CALDWELL DRIVE |
| IRS990/USAddress/CityNm | 0 | GOODLETTSVILLE |
| IRS990/USAddress/StateAbbreviationCd | 0 | TN |
| IRS990/USAddress/ZIPCd | 0 | 370723589 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 11 |
| IRS990/VotingMembersIndependentCnt | 0 | 11 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 1 |
| ReturnHeader/BuildTS | 0 | 2018-06-14 16:35:46Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | RONNY E ANDREWS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | SECRETARY |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6158590131 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-06-09 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | JACKSONVILLE PLUMBERS AND PIPEFITTERS |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | HEALTH AND WELFARE FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | JACK |
| ReturnHeader/Filer/EIN | 0 | 590810108 |
| ReturnHeader/Filer/PhoneNum | 0 | 6158590131 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2001 CALDWELL DRIVE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | GOODLETTSVILLE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | TN |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 370723589 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | B5B0047536902586E9826063BDB2BFD826406A89 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 1B0C0A0A868E0506430B9FF2D6E790C8B2767EBA |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 75.148.75.93 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2018-06-09 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | ED |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 15:37:30 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 592892813 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | HANNON & ASSOCIATES |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2700 UNIVERSITY BLVD W SUITE A-2 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | JACKSONVILLE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 322172120 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9047307709 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | CHARLES R SHOFFNER |
| ReturnHeader/ReturnTs | 0 | 2018-06-13T14:10:13-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-09-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-08-31 |
| ReturnHeader/TaxYr | 0 | 2016 |
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Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.