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← SOUTHERN OPERATORS HEALTH FUND

Form 990 for tax year 2024

Filed by SOUTHERN OPERATORS HEALTH FUND.

Totals

Total revenue
$54,611,671
Total expenses
$50,628,965
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$46,068,847
Investment income
$866,378
Other revenue
$7,676,446
Total assets, end of year
$33,031,796
Total liabilities, end of year
$528,917
Net assets or fund balances, end of year
$32,502,879
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: EMPLOYER CONTRIBUTIONS

    total $44,584,576 · related or exempt $44,584,576

  • 2b · Program service revenue: EMPLOYEE CONTRIBUTIONS

    total $1,484,271 · related or exempt $1,484,271

  • 3 · Investment income

    total $1,235,849 · excluded $1,235,849

  • 7a · Gross sales of assets other than inventory

    securities $6,731,240

  • 7b · Less cost or other basis and sales expenses

    securities $7,100,711

  • 7c · Gain or loss

    securities -$369,471

  • 7d · Net gain or loss

    total -$369,471 · related or exempt $273,228 · excluded -$642,699

  • 11a · Other revenue: FORMULARY REBATES

    total $5,677,274 · related or exempt $5,677,274

  • 11b · Other revenue: STOP LOSS REIMBURSEMENTS

    total $1,735,985 · related or exempt $1,735,985

  • 11c · Other revenue: SUBROGATION REFUNDS

    total $209,014 · related or exempt $209,014

  • 11d · All other revenue

    total $54,173 · related or exempt $54,173

  • 11e · Other revenue, total

    $7,676,446

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $46,515,007

  • 10 · Payroll taxes

    total $16,537

  • 11a · Fees: management

    total $816,000

  • 11b · Fees: legal

    total $57,394

  • 11c · Fees: accounting

    total $31,375

  • 11f · Fees: investment management

    total $118,179

  • 11g · Fees: other

    total $1,192,146

  • 13 · Office expenses

    total $45,190

  • 19 · Conferences, conventions and meetings

    total $30,534

  • 23 · Insurance

    total $1,742,665

  • 24a · Other expenses: PCORI FEE

    total $25,815

  • 24b · Other expenses: CREDIT CARD FEES

    total $18,155

  • 24c · Other expenses: CYBER LIABILITY INSURANCE

    total $8,112

  • 24d · Other expenses: FIDUCIARY LIABILITY INSUR

    total $7,070

  • 24e · All other expenses

    total $4,786

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,858,441 · end of year $6,667,980

  • 2 · Savings and temporary cash investments

    beginning of year $1,500,271 · end of year $282,727

  • 4 · Accounts receivable

    beginning of year $6,936,070 · end of year $7,523,458

  • 9 · Prepaid expenses and deferred charges

    beginning of year $81,610 · end of year $92,379

  • 11 · Investments: publicly traded securities

    beginning of year $17,646,085 · end of year $18,465,252

  • 17 · Accounts payable and accrued expenses

    beginning of year $502,304 · end of year $528,917

  • 27 · Net assets without donor restrictions

    beginning of year $28,520,173 · end of year $32,502,879

Mission and programs · 2024

Mission

THE PROVISION OF BENEFITS TO PLAN PARTICIPANTS.

Activities or mission (Part I)

PROVISION OF BENEFITS TO PLAN PARTICIPANTS.

  • THE PROVISION OF HEALTH, DENTAL, VISION, TEMPORARY DISABILITY AND DEATH BENEFITS TO PLAN PARTICIPANTS.

As filed on the 2024 return.

Listed in Part VII

  • Jason Billings

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Jeffrey Britt

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Edward Caines

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Kyle Coker

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Kenneth Lookingbill

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Butch McAreavy

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Robert Moody

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Mike Morain

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Stephen Rumburg

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Travis Simmons

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • Byron Williams

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • IUOE LOCAL 406

  • IUOE LOCAL 406 APPRENTICESHIP

  • IUOE LOCAL 450 APPR & TRAINING

  • IUOE LOCAL 450

  • IUOE LOCAL 470 APPR FUND

  • IUOE LOCAL 470

  • IUOE LOCAL 673

  • IUOE LOCAL 673 JATC

  • IUOE LOCAL 926 JATP

  • IUOE LOCAL 926

  • IUOE NATIONAL TRAINING FUND

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • A CRANE RENTAL

  • AFFHOLDER

  • ALLIED POWER SERVICES

  • AMERICAN CIVIL CONSTRUCTORS

  • ATLAS CRANE SERVICES

  • AUSTIN CRANE SERVICE

  • BHI ENERGY

  • BAYOU CONSTRUCTION

  • BLOOM GOVERNMENT SOLUTIONS

  • BLUROC

  • BOATS N' HOES MAINTENANCE

  • BOH BROTHERS CONSTRUCTION

  • BOSWORTH STEEL ERECTORS

  • CENTRAL INUDUSTRIAL

  • CHAMPION INDUSTRIAL

  • COASTAL CRANE SERVICES

  • COMPLETE SITEWORK SERVICES

  • CROSBY CRANE

  • D & R CONSTRUCTION CONTRACTING

  • DAV AUSTIN EQUIPMENT

  • DAE SUNG

  • DEARBORN MIDWEST COMPANY

  • DEEP SOUTH CRANE & RIGGING

  • DEL SUR SDAC JV

  • DYNAMIC CONCRETE PUMPING

  • FIVE STAR ENERGY SERVICES

  • FULL TILT CRANE SERVICES

  • HUXTED TRENCHLESS

  • INDUSTRIAL CONSTRUCTION SPECIALISTS

  • INGLETT & STUBBS

  • JAZZ CASINO COMPANY

  • KELLER NORTH AMERICA

  • MCT SERVICES

  • MR PITTMAN GROUP

  • MID-AMERICA MILLING

  • MIDAMERICAN ENERGY

  • MIDNIGHT SUN TECHNOLOGIES

  • MOUNTAIN CRANE SERVICE

  • NATIONAL STEEL CITY

  • NEWTRON MECHANICAL

  • NORTH AMERICAN CRANE & RIGGING

  • NORTHWEST CRANE

  • PAE APPLIED TECHNOLOGIES

  • PCI ENERGY SERVICES

  • PK INDUSTRIAL

  • PS EQUIPMENT

  • PRECAST ERECTORS

  • RAGNAR BENSION CONSTRUCTION

  • RAMPART HYDRO SERVICES

  • SDAC GOVERNMENT SERVICES

  • SAVANNAH RIVER MISSION COMPLETE

  • SOUTHERN LIFTING & HOISTING

  • SOUTHWAY CRANE & RIGGING

  • STATELINE CRANE

  • STERETT CRANE & RIGGING

  • SUMMIT CIVIL SERVICES

  • TAS COMMERCIAL CONCRETE

  • TALLAHASSEE CRANES LLC

  • TERRY NIX EQUIPMENT

  • TI-ZACK CONCRETE

  • TURNER INDUSTRIAL MAINTENANCE

  • TURNER INDUSTRIES GROUP

  • TURNER SPECIALTY SERVICES

  • US FUSION

  • UNISON CONSTRUCTION

  • VIZION CRANE & INDUSTRIAL SUPPORT

  • W&W STEEL ERECTORS

  • WILLIAMS CONSTRUCTION

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • ACE WASTEWATER DISPOSAL

  • API GROUP

  • ASM GLOBAL

  • ACTION ELECTRIC

  • AECON-WACHS TECHNICAL SERVICES

  • AGRICO SALES

  • ALLEN & GRAHAM

  • AMES CONSTRUCTION

  • APCOM POWER

  • ARCH CONSTRUCTION

  • ARISTEO CONSTRUCTION

  • ARROWALL COMPANY

  • ASSOCIATED INDUSTRIAL RIGGERS

  • ATLANTIC CONCRETE CONTRACTORS

  • ATLANTIC PLANT MAINTENANCE

  • AVOLOTIS

  • BARNHART CRANE & RIGGING

  • BECHTEL CONSTRUCTION

  • BELGER CARTAGE SERVICE

  • BOWEN ENGINEERING

  • BOYETTE BROTHERS

  • BRAGG CRANCE SERVICE

  • BRANDENBURG INDUSTRIAL

  • CA MURREN & SONS

  • CBS PILING SOLUTIONS

  • CE BOURNE & COMPANY

  • C YOUNG & COMPANY

  • CR MEYER

  • CTI & ASSOCIATES

  • CAPITAL CITY GROUP

  • CHAMPION SPECIALTY SERVICES

  • CHATTANOOGA BOILER & TANK

  • CHAVES ENTERPRISES

  • CLEVELAND ELECTRIC

  • COASTAL STEEL

  • COGBURN BROTHERS

  • COKER CRANE & RIGGING

  • CONTRACT MANAGEMENT

  • CORESLAB STRUCTURES

  • DN TANKS

  • DAY & ZIMMERMANN

  • DENNIS TAYLOR & COMPANY

  • DON BORNEKE CONSTRUCTION

  • DUNCAN MACHINERY MOVERS

  • EDGERTON CONTRACTORS

  • ERICKSON'S

  • ESCOE INDUSTRIAL

  • EVANS GRADING

  • EXCEL MAINTENANCE

  • FA WILHELM CONSTRUCTION

  • FLUOR MAINTENANCE SERVICES

  • FRATTALONE COMPANIES

  • GEM

  • GALLAGHER-KAISER

  • GOETTLE EQUIPMENT

  • GOSALIA CONCRETE CONSTRUCTORS

  • GRADE SOUTH

  • GRIFFIN INDUSTRIAL CONTRACTING

  • GWINNUP RESTORATION

  • HD HYUNDAI INFRACORE

  • HAYDEN WRECKING

  • HEATON ERECTING

  • HENRY GURTZWEILER INC

  • HI WAY PAVING

  • HOSLER MECHANICAL

  • HUB FOUNDATION

  • HUDDER GRADING & UTILITIES

  • HUGHIE CRANE RENTAL

  • INDEPENDENCE EXCAVATING

  • JC CONAWAY & COMPANY

  • JM WILKERSON CONSTRUCTION

  • JACOBS TECHNOLOGY

  • JAKES METAL BUILDING ERECTORS

  • JONES LANG LASALLE

  • K-ENSOL USA

  • KELLEY EQUIPMENT

  • KENNEDY'S GRADING & EXCAVATING

  • KIEWIT NUCLEAR SOLUTIONS

  • LB&B ASSOCIATES

  • LE MYERS

  • LANDWEHR CONSTRUCTION

  • MAC INDUSTRIAL

  • ME&I CONSTRUCTION SERVICES

  • MMC CONTRACTORS

  • MACALJON GROUP

  • MADDOX ELECTRIC

  • MALCOLM DRILLING

  • MAMMOET USA NORTH

  • MAXIM CRANE WORKS

  • MCABEE CONSTRUCTION

  • MCVAC ENVIRONMENTAL

  • MICHELS CORPORATION

  • MID ATLANTIC STEEL ERECTORS

  • MIDWEST STEEL

  • MILLER PIPELINE

  • MILTON J WOOD COMPANY

  • NAES POWER

  • NICHOLSON CONSTRUCTION

  • NICK KOSTECKI EXCAVATING

  • NORTHEAST REMSCO CONSTRUCTION

  • NORTHERN CLEARING

  • PATRIOT ERECTORS

  • PILE DRIVERS

  • PIQUA STEEL

  • PORTUS

  • POWELL DRILLING

  • PRECISION STONE

  • REM PIPELINE SERVICES

  • RMS CRANE

  • RAITO

  • RE-ENGINEERED BUSINESS SOLUTIONS

  • ROCK SOLID STABILIZATION

  • ROLL-LIFT USA

  • RUSSO CORPORATION

  • SNS ERECTORS

  • SACHS ELECTRIC

  • SARENS USA

  • SAVANNAH RIVER NUCLEAR SOLUTIONS

  • SCHNABEL FOUNDATION

  • SIEMENS GENERATION SERVICES

  • SIMS CRANE & EQUIPMENT

  • SOIL INSTALLERS

  • STACY AND WITBECK INC

  • SUBSURFACE CONSTRUCTORS

  • SUPERIOR RIGGING & ERECTING

  • THE BOLDT COMPANY

  • THE WALT DISNEY COMPANY

  • UNITED EXCAVATIONS

  • UNIVERSAL PIPING

  • VULCAN INDUSTRIAL

  • WO GRUBB

  • WALES CRANE & RIGGING

  • WAYNEHOLDEN

  • WITHERUP CONSTRUCTION

  • WOLVERINE TRUCKING

Provenance

Return type
form_990
Tax year
2024
Filed
22 September 2025
IRS schema version
2024v5.0
Source object
202502859349300510

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