monthly bulletin - tpa...2018/05/05 · no. 1,039 may 2018 128th annual convention june 17th thru...

NO. 1,039 May 2018

128th Annual Convention June 17th thru 21st, 2018 Gatlinburg, Tennessee

BULLETIN MONTHLY

The Gatlinburg Space Needle is a 407 feet tall observation tower in Gatlinburg, Tennessee. The tower has an outdoor observation level that provides a 360 degree view of the Great Smoky Mountains and the city of Gatlinburg.

THE TRAVELERS PROTECTIVE ASSOCIATION OF AMERICA

BENEFIT FUND

Statement of Cash Receipts, Cash Disbursements and Fund Balance

Month ended, April 30, 2018

Fund balance, April 1, 2018 $ 10,658,077.54 Receipts: Interest $ 44,683.34 Dividends 4,263.75 Realized Gain/Loss Bonds (32,458.59 16,488.50 Beginning balance and receipts- to be accounted for 10,674,566.04 Disbursements: Administrative: Employees’ group insurance 1,356.51 Office payroll 5,375.26 Payroll taxes 403.56 Claims: Indemnity, total and partial 16,166.65 Non-disabling medical benefits 1,630.00 Deaths and specific loss 10,000.00 Hospitalization 2,520.00 Advisory fee – quarterly 11,820.21 Insurance departments 5,539.10 Service charge 13.33 54,824.62 Fund balance, April 30, 2018 $ 10,619,741.42

1


EXPENSE FUND



Fund balance, April 1, 2018 $ 2,911,952.38 Receipts: Earned income $ 45,736.74 Dividends 2,255.75 Interest 9,804.83 Realized Gain/Loss – stocks (8,606.45) Board meetings 129.00 Buttons, pins 122.85 Freight 75.71 Insurance departments 870.00 Membership committee 139.10 Office supplies 290.00 Other income 232.77 Postage 233.30 Printing and stationery 168.46 Safety committee 432.00 51,884.06 Beginning balance and receipts - to be accounted for 2,963,836.44 Disbursements: Actuarial expense 3,843.75 Advisory fee – quarterly 2,890.69 Audit expense 18,563.00 Board meetings 1,324.25 Building expense 148.00 Contract labor 3,213.00 Convention expense 1,057.64 Data processing 1,423.00 Document destruction 106.00 Due to Unearned Dues fund 377.37 Employees’ group insurance 4,171.39 Employees’ 401k retirement plan 153.00 Freight 274.37 Insurance other than real estate 1,312.50 Legal expense 360.00 Light, water, fuel 281.46 Magazine 14,731.63 Office payroll 15,977.92 Office supplies 1,244.06 Officers’ salaries 8,100.00 Offsite storage 460.74 Organization business travel 23.43

2

Payroll taxes 2,055.08 Postage 259.33 Service charges 132.48 Service contracts 259.31 Telephone 314.98 83,058.38 Fund balance before non-cash adjustments 2,880,778.06 Non-cash adjustments: Division funds held in escrow (0.00) Fund balance, April 30, 2018 $ 2,880,778.06

3


UNEARNED DUES FUND



Fund balance, April 1, 2018 $ 257,007.80 Receipts: Membership fees $ 121.50 Renewals and surcharge 2,335.29 Advance payments 2,987.89 State Secretaries' refunds a/c deaths, canc., etc. 304.31 Expense fund refunds 377.37 6,126.36 Beginning balance and receipts - to be accounted for 263,134.16 Disbursements: Due divisions and posts (361.89) Dues returned a/c deaths, canc., etc. 538.29 Earned income: Expense fund 45,736.74 45,913.14 Fund balance, April 30, 2018 $ 217,221.02

4


CONTINGENCY FUND



Fund balance, April 1, 2018 $ 630,138.59 Receipts: Interest $ 1,184.90 Dividends 88.13 1,273.03 Fund balance and receipts - to be accounted for 631,411.62 Disbursements: Advisory fee – quarterly 200.53 200.53 Fund balance, April 30, 2018 $ 631,211.09

5


Statement of Assets by Funds Month ended, April 30, 2018

BENEFIT FUND EXPENSE UNEARNED DUES CONTINGENCY TOTAL

Cash $ 745,778.57 $ 240,489.47 $ 92,221.02 $ 44,320.52 $ 1,122,809.58

Statutory Deposits 5,000.00 125,000.00 421,672.98 551,672.98

Bonds 8,103,811.62 2,001,332.60 138,974.64 10,244,118.86

Stocks 1,765,151.23 420,735.21 26,242.95 2,212,129.39

Building 159,883.27 159,883.27

Land 88,000.00 88,000.00

Arizona Escrow (7,810.07) (7,810.07)

Florida Escrow (8,950.24) (8,950.24)

Ore-Wash. Escrow (10,325.14) (10,325.14)

Utah Escrow (2,577.04) (2,577.04)

Fund balance 4/30/2018 $10,619,741.42 $2,880,778.06 $217,221.02 $631,211.09 $14,348,951.59

6

APPLICATIONS SPONSORED BY NATIONAL BOARD OF DIRECTORS May 1, 2017 through April 30, 2018

Wayne L. Wentworth Michigan 27 Linda P. Payseur North Carolina 25 Albert M. Shoemaker, Jr. Missouri 8 Charlene Minor-Harman Tennessee 6 David P. Grossklaus Minnesota 5 E L Reed Missouri 5 William N. Kern, Jr. Pennsylvania 5 Richard L. Martin South Carolina 5 Julia Anne Kupper Texas 5 Carlyle R. Wimbish, Jr. Virginia 5 John J. Chmielewski Michigan 0

2017 – 2018 25 Club Members

Wayne L. Wentworth Michigan 27 Clyde A. Miller Kentucky 25 L. Bailey Bledsoe North Carolina 25 Linda P. Payseur North Carolina 25 Franklin M. Gourley Virginia 25

7

HIGH APPLICATION SPONSORS April 1 to April 30, 2018

Clyde A. Miller Kentucky 17 L. Bailey Bledsoe North Carolina 15 Howard W. Hughes North Carolina 9 Jean Hughes North Carolina 6 Joseph C. Hughes North Carolina 6 Danny Harman Tennessee 6 Charlene Minor-Harman Tennessee 6

POSTS WITH 400 OR MORE MEMBERS

AS OF April 30, 2018

Grand Rapids, MI (A) ........................................... 1,492 Lehigh Valley, PA (L) .............................................. 824 Reading, PA (C) ..................................................... 572 Ionia, MI (I) .......................................................... 561 Owensboro, KY (G) ................................................ 550 Green Bay, WI (I) .................................................. 535 Henderson, KY (C) ................................................. 462 Peoria, IL (E) ........................................................ 426

8

TPA BUILDERS

MEMBERSHIP SPONSORS LISTED BY DIVISIONAS OF APRIL, 2018

CO

ASTUNO JR, ROCCO D (A) 1 LEDERMAN, JOEL H (A) 1

GA

EICKHOFF, RICHARD C (B) 1

IA

VENABLES, WILLIAM KENDRICK (O) 1

IL

BURDETT, GEORGE CURTIS (E) 5 HAMILTON, JANET KAY (E) 2 HAMILTON, NORMAN RODNEY (H) 1 MARANDA, EDWARD ROBERT (QC) 1 SMITH, ROBERT G (E) 1

KS

MEAIRS, WILLIAM ROBERT (A) 1

KY

BELLER, FRANKLIN F (G) 22 CARROLL, EVA KATHERYN (A) 2

9

TPA BUILDERS


KY

FELTY, CHARLOTTE ROBARDS (C) 1 HAGER, BOYCE W (O) 7 JARVIS, SARA DANIELLE (G) 5 MILBURN, HAROLD B (C) 2 MILLER, CLYDE A (G) 25 OATTS, MALCOLM R (J) 2 SHREVE, MELISSA DIANNE (C) 2

LA

MOORE JR, ALFRED JACKSON (F) 5 THEALL, SENA MARIE (F) 1 TRAHAN, BEVERLY B (G) 2 TRAHAN, ELVERSE JOSEPH (G) 2

MI

CASWELL, MICHAEL DUANE (A) 1 HOEY, CHARLES JOHN (A) 1 HUMMEL, BRUCE C (I) 3 KOSTER, MARK ALAN (A) 6 POSSEHN, RONALD L (I) 1 SEYMOUR JR, JAMES A (I) 3 STAVOSKY, LISA JO (A) 1 VAN MANEN, JACK JOHN (A) 5 WENTWORTH, WAYNE L (I) 27WILLIAMSON, BARBARA JEAN (A) 6

MN

GROSSKLAUS, DAVID PAUL (AB) 5 MARANDA, EDWARD C (AB) 5

10

TPA BUILDERS


MO

BLOW JR, STEPHEN JOSEPH (SL) 1 BOLL, DORIS J (SL) 4 BROWN, CRAIG MICHAEL (SL) 5 GARRETT, HOWARD V (C) 3 GARRETT, JUDY KAY (C) 2 KURTZ, DANA MARIE (SL) 6 LANG, JOHN D (SL) 3 LANG, JOHN R (SL) 2 MASTERS, RAYMOND C (D) 5 *O'NEIL, DENNIS (C) 1 REED, ELWOOD LEONARD (K) 5 RIECHARD, JACK (O) 1 SHOEMAKER, PAULA CAROLE (SC) 1 SHOEMAKER JR, ALBERT MARTIN (SC) 8 WHITROCK, ASHLEY LENEA (SC) 2

NC

BLEDSOE, L BAILEY (A) 25BUMGARNER, RAY ATLAS (K) 2 GREEN, WILLIAM IRVIN (H) 7 HENDRIX, TERESA W (A) 6 HUGHES, HOWARD WAYNE (I) 12 HUGHES, JEAN ADAMS (I) 6 HUGHES, JOSEPH CAMERON (J) 6 KNIGHT, DOROTHY WILSON (E) 6 LEE, H HAYWOOD (C) 1 PARKER, WILLIAM E (CC) 2 PAYSEUR, LINDA P (P) 25PEGRAM, HOWARD F (I) 4 PEGRAM, THOMAS R (A) 1 PRICE, ATHA CORBETT (T) 1 STROUD, REGINALD L (V) 1 TESH, BETTY DAVENPORT (CC) 1 TESH III, SAMUEL LEE (CC) 3

11

TPA BUILDERS


NE

DEBUS, BRENT J (M) 1 DEBUS, JUSTIN GENE (M) 1 NELSON, JOSETTE FRANCES (M) 2 PALMISANO, VITO M (A) 1 PURVIANCE, RHONDA LYNN (M) 1 ROCKEY, SARAH K (G) 3 STEFFEN, DAVID A (B) 15

OH

MEIRING, GARY LEE (D) 1

PA

BURKHART, DELORES JUNE (V) 1 DAUGHERTY, PATRICIA K (X) 1 DYSON, KENNETH RAYMOND (F) 1 HERTZOG, NANCY FAYE (C) 4 HERTZOG JR, LEE E (C) 5 *HETTLER, MICHAEL IRA (L) 2 KELLER, DELILAH LORRAINE (C) 5 KERN, GEORGE J (D) 5 KERN, SUZANNE (Q) 1 KERN JR, WILLIAM N (Q) 5 LANDIS, PEGGY LEE (D) 2 LEPORE, JOYCE MARIE (G) 3 MC LAUGHLIN JR, W E (V) 5 MC MACKIN, PATRICIA ANN (G) 1 MC MACKIN JR, LESTER J (G) 2 MEYERS, HARRY O (Q) 10

12

TPA BUILDERS


PA

MILLER, DOLORES JOAN (Q) 5 MILLER, EDWIN SAMUEL (Q) 5 PALENCAR, PATRICIA ANN (L) 5 PEBLEY, JEAN E (V) 1 SCHWARTZ, DONALD DALE (L) 2 STEPHENS, DALE C (L) 2 WILLIAMS, BRUCE L (D) 1 *

RI

BEDARD, RONALD H (A) 1

SC

AYCOCK, KAY SMITH (K) 5 CHRISTENBERRY, MELISSA FAY (K) 1 HELMS, HELEN MARTIN (K) 5 MARTIN, RICHARD LEROY (K) 5 MILLS, ROLLIN WILLIAM (B) 1

TN

HARMAN, ARTHUR DANIEL (B) 6 HARMAN, CHARLENE MINOR (B) 6

TX

CURTIS, JOHN HOYT (P) 15 KUPPER, JULIA ANNE (W) 5 WHITESIDE, BETTY L (J) 5

13

TPA BUILDERS


VA

GOURLEY, FRANKLIN M (I) 25GOURLEY, RUFINIO ALICE (I) 5 JACOBS, GUY THOMAS (L) 1 WARD, CATHERINE ELEANORE (L) 1 WIMBISH JR, CARLYLE R (D) 5

WI

ELLENBECKER, MARY ELLEN R (I) 10 HOEPPNER, DONALD JOHN (B) 3 HOEPPNER, TERRY C (B) 3 NAPARALLA, WAYNE L (I) 10 NIVEN, CAROLINE M (I) 6 REINHOLD JR, HARRY R (D) 1 SCHMITZ, GARY C (I) 7 VOELKER, TIMOTHY RAYBURN (I) 3 YANCY, VELMA M (I) 2

*DECEASED

14

May 1 April 30 Honor Roll2017 2018 Gain Loss Members

Arizona 0 54 48 6 0California 0 99 66 33 0Colorado 0 347 280 67 0Florida 0 74 63 11 0Georgia 0 487 474 13 0Iowa 1 189 177 12 0Illinois 5 1,021 908 113 1Indiana 0 728 652 76 0Kansas 0 54 50 4 0Kentucky 23 2,372 2,175 197 4Louisiana 1 215 210 5 1Maryland 0 89 74 15 0Michigan 4 2,350 2,177 173 4Minnesota 5 326 297 29 2Missouri 16 1,359 1,188 171 5North Carolina 44 2,774 2,594 180 8Nebraska 5 1,033 960 73 1Ohio 0 112 109 3 0Oklahoma 0 138 127 11 0Pennsylvania 2 3,400 3,119 281 9Rhode Island 0 86 79 7 0South Carolina 5 667 610 57 3Tennessee 12 192 174 18 2Texas 3 1,162 1,071 91 3Utah 0 8 6 2 0Virginia 3 1,162 1,033 129 3Washington 0 9 9 Even 0West Virginia 0 0 0 Even 0Wisconsin 10 1,326 1,249 77 4

139 21,833 19,979 0 1,854 5019,979 0

Loss 1,854 1,854

Membership StatisticsMembership

April, 2018

ApplicationsAccepted

15

monthly bulletin - tpa...2018/05/05 · no. 1,039 may 2018 128th annual convention june 17th thru...

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