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← SOUTHERN OPERATORS HEALTH FUND

Form 990 for tax year 2022

Filed by SOUTHERN OPERATORS HEALTH FUND.

Totals

Total revenue
$39,563,013
Total expenses
$39,761,912
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$38,375,462
Investment income
-$3,057,978
Other revenue
$4,245,529
Total assets, end of year
$25,998,024
Total liabilities, end of year
$802,174
Net assets or fund balances, end of year
$25,195,850
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 $36,827,104 · related or exempt $36,827,104

  • 2b · Program service revenue: EMPLOYEE CONTRIBUTIONS

    total $1,548,358 · related or exempt $1,548,358

  • 3 · Investment income

    total -$2,978,913 · excluded -$2,978,913

  • 7a · Gross sales of assets other than inventory

    securities $7,909,718

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

    securities $7,988,783

  • 7c · Gain or loss

    securities -$79,065

  • 7d · Net gain or loss

    total -$79,065 · excluded -$79,065

  • 11a · Other revenue: FORMULARY REBATES

    total $3,625,132 · related or exempt $3,625,132

  • 11b · Other revenue: STOP LOSS REIMBURSEMENTS

    total $549,110 · related or exempt $549,110

  • 11c · Other revenue: CLAIMS REFUNDS

    total $33,311 · related or exempt $33,311

  • 11d · All other revenue

    total $37,976 · related or exempt $37,976

  • 11e · Other revenue, total

    $4,245,529

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $35,949,295

  • 10 · Payroll taxes

    total $20,674

  • 11a · Fees: management

    total $756,000

  • 11b · Fees: legal

    total $42,745

  • 11c · Fees: accounting

    total $29,350

  • 11f · Fees: investment management

    total $107,245

  • 11g · Fees: other

    total $1,443,475

  • 13 · Office expenses

    total $44,360

  • 19 · Conferences, conventions and meetings

    total $34,460

  • 23 · Insurance

    total $1,274,646

  • 24a · Other expenses: PCORI FEE

    total $20,811

  • 24b · Other expenses: CREDIT CARD FEES

    total $17,335

  • 24c · Other expenses: CYBER LIABILITY INSURANCE

    total $7,394

  • 24d · Other expenses: FIDUCIARY LIABILITY INSUR

    total $7,013

  • 24e · All other expenses

    total $7,109

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $889,834 · end of year $5,638,903

  • 2 · Savings and temporary cash investments

    beginning of year $229,444 · end of year $312,490

  • 4 · Accounts receivable

    beginning of year $4,786,302 · end of year $5,643,206

  • 9 · Prepaid expenses and deferred charges

    beginning of year $79,154 · end of year $86,704

  • 11 · Investments: publicly traded securities

    beginning of year $19,731,613 · end of year $14,316,721

  • 17 · Accounts payable and accrued expenses

    beginning of year $321,598 · end of year $802,174

  • 27 · Net assets without donor restrictions

    beginning of year $25,394,749 · end of year $25,195,850

Mission and programs · 2022

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 2022 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

  • Brian Copham

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Mark Maher Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Kenneth Lookingbill

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Robert G Moody

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Mike Morain

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Travis Simmons

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • Dennis K Taylor

    SECRETARY

    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 465

  • 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

  • AAA VALLEY GRAVEL

  • ABCO ELECTRICAL

  • ACES SALES

  • ALLIED POWER SERVICES

  • ALLTRADE SOLUTIONS

  • AMERICAN CIVIL CONSTRUCTORS

  • ATLAS CRANE SERVICES

  • AUSTIN CRANE SERVICE

  • BHI ENERGY

  • BK ALL AMERICAN

  • BAKER PILE DRIVING

  • BAYOU CONSTRUCTION

  • BEEGHLY TREE

  • BLUROC

  • BOH BROTHERS CONSTRUCTION

  • BOSWORTH STEEL ERECTORS

  • CENTRAL INUDUSTRIAL

  • CHAMPION INDUSTRIAL

  • CROSBY CRANE

  • D & R CONSTRUCTION CONTRACTING

  • DAV AUSTIN EQUIPMENT

  • DK CONSTRUCTION

  • DEARBORN MIDWEST COMPANY

  • DEEP SOUTH CRANE & RIGGING

  • DEL SUR SDAC JV

  • DYNAMIC CONCRETE PUMPING

  • FIVE STAR ENERGY SERVICES

  • FULL TILT CRANE SERVICES

  • GOLDWATER MIDSTREAM COMPANY

  • HUXTED TRENCHLESS

  • IDEAL CONTRACTING

  • INGLETT & STUBBS

  • JAZZ CASINO COMPANY

  • KELLER NORTH AMERICA

  • LETOURNEAU ENTERPRISES

  • MR PITTMAN GROUP

  • METCOW

  • MIDNIGHT SUN TECHNOLOGIES

  • MORROW EQUIPMENT

  • MOUNTAIN CRANE SERVICE

  • NEWTRON MECHANICAL

  • NORTH AMERICAN CRANE & RIGGING

  • NORTHWEST CRANE

  • OFFSITE INTEGRATED STRUCTURES

  • PAE APPLIED TECHNOLOGIES

  • PLC TRENCHING

  • PRECAST ERECTORS

  • PULLMAN POWER

  • QUINLAN ENTERPRISES

  • RAGNAR BENSION CONSTRUCTION

  • RAMPART HYDRO SERVICES

  • SAK CONSTRUCTION

  • SDAC GOVERNMENT SERVICES

  • SAVANNAH RIVER MISSION COMPLETE

  • SKY LIMIT EQUIPMENT

  • SOUTHEASTERN CRANE SERVICES

  • SOUTHWAY CRANE & RIGGING

  • STACY AND WITBECK INC

  • STATELINE CRANE

  • STERETT CRANE & RIGGING

  • SUMMIT CIVIL SERVICES

  • TAS COMMERCIAL CONCRETE

  • TALLAHASSEE CRANES LLC

  • TERRY NIX EQUIPMENT

  • TRAXX EQUIPMENT

  • TURNER INDUSTRIES

  • US FUSION

  • VIZION CRANE & INDUSTRIAL SUPPORT

  • W&W STEEL ERECTORS

  • WALBRIDGE EQUIPMENT

  • WILLIAM CHARLES CONSTRUCTION

  • WILLIAMS CONSTRUCTION

  • WILLIAMS PLANT SERVICES

Related corporations and trusts

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

  • ASM GLOBAL

  • ACELEGER WASTEWATER DISPOSAL

  • ACTION ELECTRIC

  • AECON-WACHS TECHNICAL SERVICES

  • AFFORDABLE CRAN CARE

  • AGRICO SALES

  • ALLOY MECHANICAL

  • ALLSTATE CRANE RENTAL

  • AMERICAN BRIDGE COMPANY

  • AMES CONSTRUCTION

  • ARROWALL COMPANY

  • ASHTON & COMPANY

  • ATLANTIC PLANT MAINTENANCE

  • AVOLOTIS

  • BARNHART CRANE & RIGGING

  • BECHTEL CONSTRUCTION

  • BELGER CARTAGE SERVICE

  • BIGGE CRANE & RIGGING

  • BOYETTE BROTHERS

  • BRAGG CRANCE SERVICE

  • BRANDENBURG INDUSTRIAL

  • C&W GOVERNMENT SERVICES

  • CA MURREN & SONS

  • CE BOURNE & COMPANY

  • C YOUNG & COMPANY

  • CBS PILING SOLUTIONS

  • CR MEYER

  • CTI & ASSOCIATES

  • CAPITAL CITY GROUP

  • CLEVELAND ELECTRIC

  • COASTAL ERECTION

  • COASTAL STEEL

  • COGBURN BROTHERS

  • COKER CRANE & RIGGING

  • CONTRACT MANAGEMENT

  • CORESLAB STRUCTURES

  • CRYSTAL CLEAR MAINTENANCE

  • D & D MACHINERY MOVERS

  • DN TANKS

  • DAVIS MOTOR CRANE SERVICE

  • DAY & ZIMMERMANN

  • DELTA NOOTER

  • DENNIS TAYLOR & COMPANY

  • DERR & ISBELL CONSTRUCTION

  • DUKE & DUKE SERVICES

  • EDGERTON CONTRACTORS

  • EVANS GRADING

  • EXCEL MAINTENANCE

  • FA WILHELM CONSTRUCTION

  • FLUOR MAINTENANCE SERVICES

  • FRATTALONE COMPANIES

  • GABE'S CONSTRUCTION

  • GOETTLE EQUIPMENT

  • GRADE SOUTH

  • GRIFFIN INDUSTRIAL CONTRACTING

  • HEATON ERECTING

  • HI WAY PAVING

  • HOVLAND

  • HOYT BRUMM & LINK

  • HUDDER GRADING & UTILITIES

  • INDEPENDENCE EXCAVATING

  • JC CONAWAY & COMPANY

  • JM WILKERSON CONSTRUCTION

  • JR JENSEN CONSTRUCTION

  • JACOBS TECHNOLOGY

  • JAKES METAL BUILDING ERECTORS

  • JOHN E GREEN COMPANY

  • KELLEY EQUIPMENT

  • KENNEDY'S GRADING & EXCAVATING

  • L KEELEY CONSTRUCTION

  • LOU CON CONSTRUCTION

  • ME&I CONSTRUCTION SERVICES

  • MJW CONSOLIDATED

  • MACALJON GROUP

  • MADDOX ELECTRIC

  • MALCOLM DRILLING

  • MAMMOET USA NORTH

  • MAXIM CRANE WORKS

  • MCABEE CONSTRUCTION

  • MICHELS CORPORATION

  • MID-AMERICA ENERGY SERVICE

  • MID ATLANTIC STEEL ERECTORS

  • MIDWEST STEEL

  • MILLER PIPELINE

  • MURPHREE BRIDGE

  • NORTHERN DEWATERING

  • NORTHERN TREE SERVICE

  • PARSONS SAVANNAH

  • PATRIOT ERECTORS

  • PERFORMANCE CONTRACTING

  • PIQUA STEEL

  • PORTUS

  • POWELL DRILLING

  • POWER FOUNDATIONS

  • PRECISION STONE

  • PRE-CON CONSTRUCTION

  • REM PIPELINE SERVICES

  • RMS CRANE

  • RE-ENGINEERED BUSINESS SOLUTIONS

  • RENASCENT

  • ROANOKE VALLEY STEEL

  • ROCK SOLID STABILIZATION

  • ROLL-LIFT USA

  • RUSSO CORPORATION

  • SNS ERECTORS

  • SACHS CIVIL

  • SARENS USA

  • SAVANNAH RIVER REMEDIATION

  • SAVANNAH RIVER NUCLEAR SOLUTIONS

  • SCHNABEL FOUNDATION

  • SIMS CRANE & EQUIPMENT

  • SOIL INSTALLERS

  • SOUTHERN CRANE & MECHANICAL

  • SUPERIOR RIGGING & ERECTING

  • THE BECK GROUP

  • THE BOLDT COMPANY

  • THE WALT DISNEY COMPANY

  • TRINITY INDUSTRIAL SERVICES

  • TWIN CITY TUNNELING

  • US IRON WORKS

  • UNION TANK ERECTION

  • UNITED EXCAVATIONS

  • VIRGINIA STEEL ERECTORS

  • VULCAN INDUSTRIAL

  • WO GRUBB

  • WW GAY MECHANICAL

  • WOLVERINE TRUCKING

Provenance

Return type
form_990
Tax year
2022
Filed
9 October 2023
IRS schema version
2022v5.0
Source object
202322879349300917

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