2024-10-12T21:16:14-04:00 2023-12-31 621802605 DANIELS IRWIN & AYLOR 223 MADISON STREET SUITE 112 MADISON TN 371153660 990 2023-01-01 412122976 BMWE HEALTH & WELFARE PLAN FOR OCCUPATIONALLY DISABLED MEMBERS BMWE 6158590131 PO BOX 1449 GOODLETTSVILLE TN 370701449 NATHANIEL TRAWICK CHAIRMAN 6158590131 2024-09-12 true false DOUGLAS A IRWIN P01363756 6158686008 2024-10-12 2023 2024-10-15 13:58:12Z NATHANIEL TRAWICK 2541249 false X X 2004 TN PROVISION OF BENEFITS TO PARTICIPANTS. 4 4 0 0 0 708960 752820 -1043495 809257 178 533 -334357 1562610 0 218887 214659 0 0 0 195098 202812 413985 417471 -748342 1145139 9812398 10964164 31586 38213 9780812 10925951 THE PROVISION OF BENEFITS TO PARTICIPANTS. false false THE PROVISION OF HEALTH BENEFITS TO PARTICIPANTS. false false false false false false false false false false false false false false true true false false false false false false false false false false false false false false false false false false false false false false false false true false false true 1 0 true 0 false false false false false false false false X 4 4 false true false false false true false true true false false true true true true true true true true false X SOUTHERN BENEFIT ADMINISTRATORS INC 6158590131 2001 CALDWELL LANE GOODLETTSVILLE TN 37072 X LEN BUCKLEY TRUSTEE 2.00 X 0 0 0 RICKY CHAMBERS SECRETARY 2.00 X X 0 0 0 ANDREW SHELTON TRUSTEE 2.00 X 0 0 0 NATHANIEL TRAWICK CHAIRMAN 2.00 X X 0 0 0 false false false FEDERATED CONTRIBUTIONS 752820 752820 752820 819684 819684 968212 978639 -10427 -10427 -10427 CLAIMS REFUNDS 533 533 533 1562610 1573037 -10427 214659 60000 8950 103225 15737 133 4301 FIDUCIARY LIABILITY INSUR 4929 FOREIGN TAXES WITHHELD 3421 IFEBP MEMBERSHIP DUES 1145 BOND EXPENSE 846 125 417471 0 0 0 361473 559394 55485 94656 178 69 3066 4517 9392196 10305528 9812398 10964164 31586 38213 31586 38213 X 9780812 10925951 9780812 10925951 9812398 10964164 1145139 X false true X true false X 1562610 1562610 1562610 417471 417471 417471 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. 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. ALLIED FEDERATION N/A false NICKEL PLATE - WHEELING & LAKE ERIE N/A false SOUTHERN SYSTEM DIVISION FEDERATION N/A false false false false false false false false false false false false false false false false false false false false