ATA 2014 Annual Convention and Meeting Program

S P E C I A L E D I T I O N

ATA 76th ANNUAL CONVENTION & MEETINGHilton Sandestin Beach Golf Resort & Spa

Destin, Fla. • April 24-26, 2014

Welcome Message..................................................................................................................2Convention Agenda.................................................................................................................4Welcome Reception................................................................................................................6Business Meeting.....................................................................................................................8Annual Membership Meeting.............................................................................................12Convention Sponsors...........................................................................................................14Driver of the Year....................................................................................................................16Convention Golf Tournament.............................................................................................20Pool Sponsors.........................................................................................................................20Chairman’s Dinner .................................................................................................................22H. Chester Webb Award ....................................................................................................24ATA Workers’ Comp Annual Report.................................................................................26

OFFICERS

Chairman . . . . . . . . . . . . . . . . . . .Kevin SavoyVice Chairman . . . . . . . . . . . .Wayne WatkinsTreasurer . . . . . . . . . . . . . .Bruce MacDonald Immediate Past Chairman . . . . . . .Jack Brim

ATA BOARD OF DIRECTORS

Dennis Bailey, Robert Barnett, AubreyBaugh, Rhonda Bees, Joe Black, Gary Bond, Ray Brock, Greg Brown, Will Bruser,Mike Callahan, Dan Carmichael, FennChurch, Mark Coffman, Jeff Coleman, JohnCollier, Rodger Collins, Driscoll Colquett,Brent Cook, Gail Cooper, Al Cox, Jerry Davis, Ranny Davis, Joe Donald, EdmundDoss, Mack Dove, Russ Elrod, Dean Flint,Jack Fricks, Terry Kilpatrick, Jason King, Mark Knotts, Jerry Kocan, Drew Linn, Jeff McGrady, Barry McGriff, Tom McLeod,Buck Moore, E.H. Moore, Jr., Ross Neely, Jr.,Tommy Neely, George Overstreet, Butch Owens, Clay Palm, Jim Pickens, Mike Pursley, David Rouse, Bill Scruggs,Danny Smith, Harold Sorrells, Ronnie Stephenson, Paul Storey, James Suttles, Bill Ward, Scott White, David Wildberger,Skip Williams, T.J. Willings, Keith Wise.

ATA STAFF

J. Frank Filgo, CAE, President & CEO Tim Frazier, CDS, Dir. of Safety & Member Services

Jane Nixon, Executive Assistant Lynn Thornton, BookkeeperFord Boswell, Director of CommunicationsBrandie Norcross, Administrative Assistant

ATA WCSIF STAFF

Kimble Coaker, CEO & Fund AdministratorDon Boatright, COOTodd Hager, Director of ClaimsRick Hunter, LSP, CDS, Director of Loss Control

Debra Calhoun, Office ManagerScott Hunter, MS, CDS, Loss Control EngineerDuane Calhoun, CDS, Loss Control EngineerKimberly Best, Payroll/Audit CoordinatorKim Campbell, Underwriting CoordinatorKatie Edwards, Accounting SpecialistKim Sims, Administrative Assistant

Published quarterly by the AlabamaTrucking Assn., P.O. Box 242337, Mont gomery, AL 36124-2337.

ADVERTISING RATES: Quoted upon request.

TRUCKER

334-834-3983 • www.alabamatrucking.org

ALABAMA

ALABAMA TRUCKER • 2014 Convention Special Edition 1

to the Alabama Trucking Association’s 76th Annual Convention & Membership Meeting

Welcome...Dear Conventioneer,

We once again find ourselves surrounded by our friendsand colleagues at one of the top resorts on the Gulf Coast,prepared to conduct the business of this importantAssociation.

During our time here, we will discuss solutions for someof the obstacles that face our industry; learn more aboutthe services this Association provides; congratulate thoseamong us who have gone the extra mile in doing their jobsprofessionally and safely; and honor those who have servedthis Association through the years with excellent leadershipand unwavering support.

It’s not supposed to be all work, however. There will beample time to relax and enjoy the surrounding attractions —the beach, the spa, the golf course, shopping outlets, andthe company of friends and colleagues.

For the past year, it has been my responsibility to makesure it’s going to a great event. Spearheading the planningcommittee has been a truly rewarding experience for me,and one that I hope will result in a great meeting for us all.This Association deserves no less.

I want to thank Convention Finance Committee ChairmanJoe Black of McGriff Tire Co. for his and his committee’shard work in securing nearly $215,000 in sponsorshipsfunds. His team did a great job that will allow us to gain themost from our time together.

I’d like to applaud these men and women for their out-standing efforts. This year’s Convention Finance Committeemembers are: ATA Chairman Kevin Savoy, GreenbushLogistics, Inc.; Gary Bond, BancorpSouth EquipmentFinance; Leigh Breal, Ward International Trucks; Jack Brim,B.R. Williams Trucking, Inc.; Fenn Church, ChurchTransportation & Logistics, Inc.; Mark Coffman, CoffmanInternational, Inc.; John Collier, Transport Trailer Center;Rodger Collins, Industrial Warehouse Services, Inc.; and

Steve Stinson, Mid State Thermo King.I also applaud Mr. Savoy for an outstanding term as this

Association’s highest elected official. This time last year, heheld the same responsibility of planning for this annualmeeting. There’s so much more than meets the eye whenplanning for an event of this scale, and his advice and guid-ance was a blessing.

Frank and his staff also worked extremely hard, overlook-ing no detail to ensure that you enjoy and maximize yourtime here this weekend. Each of them, Jane, Lynn, Brandie,Tim and Ford, offer a wealth of experience and expertise tomake it all flow smoothly as possible. A well-organized teamis hard to beat.

But our greatest appreciation is for the 107 ATA memberfirms that pledged financial support for this year’s ATAAnnual Meeting & Convention. Their support of this and ourmany other events and programs is why the AlabamaTrucking Association is among the leading trade associa-tion in Alabama, and beyond. As you look through thepages of this booklet, please make note of these business-es and their contribution to your Alabama TruckingAssociation.

I look forward to visiting with you this weekend. If youhave suggestions as to how we can improve our meeting,please let me or an ATA staff member know.

Wayne WatkinsWayne Watkins2014 Convention ChairmanWatkins Trucking Co.Birmingham, Ala.

2 ALABAMA TRUCKER • 2014 Convention Special Edition


THURSDAY – APRIL 24th

2:00-5:00 P.M. Open Registration Emerald Registration Booth

5:00-7:00 P.M. ATA Welcome Reception Sunset DeckRum Runners Dueling Pianos

FRIDAY – APRIL 25th

8:00 A.M.-5:00 P.M. Registration Emerald Registration Booth

8:30-11:00 A.M. Business Meeting & Breakfast Emerald Ballroom

Keynote Speakers:

Ken Gronbach, nationally recognized expert and futuristin the field of Demography and Generational Marketing

Jim Morris, retired major league baseball legend thatinspired the movie “The Rookie”

1:00-4:00 P.M. Poolside Cabana Poolside

5:00-7:00 P.M. ATA Workers’ Comp Fund Reception Emerald ballroom

SATURDAY – APRIL 26th

8:00-11:00 A.M. Registration Emerald Registration Booth

8:00-9:00 A.M. Board Meeting Emerald ballroom(Directors & Special Guests only)

9:00-11:00 A.M. Annual Meetings & Breakfast Emerald ballroomATA Workers’ Comp Fund MeetingATA Membership MeetingKeynote Speaker: Jeff Mason, Executive Vice PresidentCommunications & Public AffairsAmerican Trucking Associations

11:30 A.M. Golfer’s Lunch Baytowne Course

12:00-5:00 P.M. Golf Tournament Baytowne Course

1:00-4:30 P.M. Poolside Cabana Poolside

6:30-7:00 P.M. Chairman’s Reception Emerald Foyer

7:00-9:00 P.M. Chairman’s Dinner Emerald BallroomHonoring Kevin Savoy, COBEntertainment: Richie McDonald(Lead singer for the country music group Lonestar)


2014 CONVENTION AGENDAHilton Sandestin Beach Golf Resort & Spa

Destin, Fla. � April 24-26, 2014


WELCOME RECEPTIONThursday � 5:00-7:00 p.m. � Sunset Deck

Dress is casual.

Join your friends, family and colleagues on the Sunset Deck(near the hotel pool, overlooking the beach) as we kickoff

ATA’s Annual Convention & Meeting. It’s an evening of music,food, beverages and great company. Entertainment is provid-ed by Rum Runners Dueling Pianos. A full bar is provided withheavy hors d’oeuvres, deserts and other edibles. Don’t leaveearly, as all guests are eligible to win awesome door prizesand gift certificates. Afterward, the evening is yours to enjoy.

Hospitality Reception provided by Act II Level Sponsors

Rum Runners Dueling Pianos appear courtesy ofDoor Prizes provided by



BUSINESS MEETING & BREAKFASTFriday � 8:30-11:00 a.m. � Emerald Ballroom

Breakfast is sponsored bySpeakers appear thanks to our ACT I Level Sponsors

Our 76th Annual Meeting starts off with a working breakfast in the Emerald Ballroom where attendees willhear two great presenters.

First up is Ken Gronbach, a gifted speaker, author, and nationally recognized expert and futurist in the fieldof demography and generational marketing. He brings his brand of wit, humor and clear communication tomake the science of shifting demography come alive with real life examples that make it relevant to today’sculture, business climate and economy.Mr. Gronbach has authored several books on the social and demographic changes that lie ahead for busi-

ness owners. His perspective is macro, delivering the big picture for his audience. He explains how demogra-phers are able to forecast markets, societal phenomena, and economics with uncanny accuracy because theycount people, not money or things. His research also explains how the effects of an aging workforce will change the way employers will hire in

the coming years, and demonstrates why other world economies, such as The European Union, EasternEurope, The Middle East, Asia and Africa are all facing serious damaging individual demographic issues withno apparent remedy. He forecasts a large scale exodus and brain drain from these countries and regions tothe two continents of the Americas. This will drive the economy of the Americas to levels never seen before.

A fter a brief intermission, is Jim Morris, who at the age of 35 got a second chance at his dream of playingbaseball professionally. He’d gotten his first shot at the Big Leagues, just out of college, as a pitcher, but

nagging injuries and the rigors of life in general derailed him. He retired, married, began raising a family,became a high school science teacher and baseball coach, and was generally a contented man.During a particularly lousy season, Morris lectured his demoralized team about pursuing their dreams and

about becoming winners. The team upped the ante and challenged him to pursue his own dreams aboutbaseball. They knew how hard he threw a baseball and believed he had a chance. So the bet was on: If his high school team won the district championship, something they had never done,

then Morris would try out for a major league baseball team. Miraculously, the team held up their end of the bet, and Morris went to an open tryout for the Majors, where

he threw 12 consecutive pitches at 98 MPH to the amazement of scouts in attendance. That tryout eventuallyled to a pro contract to play baseball again at an age when most are retiring. His uplifting story, which Disney Studios made into a major production movie in 2002, shows how overcom-

ing adversity in the pursuit of your dreams is the stuff great leaders are made of, whether it’s in business, onthe battlefield, in your community, or just simply raising great kids. Mr. Morris story will enthrall and inspire attendees.

Jim Morris

Ken Gronbach

Door Prizes courtesy of




New Truck Sales

Used Truck Sales

Freightliner SelecTrucks

Parts (ask about our daily delivery)

Service

Body and Collision Repair

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ATA & ATA WORKERS’ COMP FUNDMEMBERSHIP MEETING & BREAKFAST

Saturday � 9-11:00 a.m. � Emerald Ballroom

Dress is business casual.

Saturday morning’s Membership Meeting will focus on the general affairsand current business of the Alabama Trucking Association and the ATA

Workers’ Comp Fund. Both groups will hold separate meetings with all conven-tion attendees and guests invited to attend.

Featured speaker for the breakfast is Jeff Mason, Executive Vice-President,Communications and Public Affairs for the American Trucking Associations inWashington D.C.

Mason serves as publisher of the leading industry weekly tabloid, TransportTopics, and is responsible for all external communications, branding, image andoutreach, and public affairs activities and serves on the executive leadershipteam for National ATA.

Prior to joining ATA Mason was a partner with Randall Publishing Co. (nowRandall Reilly) based in Tuscaloosa, Ala., spearheading that company’s multi-platform Trucking Media Div., including several print, digital and event brandsand was instrumental in the acquisition, development and strategic growth ofthe Randall-Reilly products serving the fleet and owner-operator markets.

Outside of his duties for the National ATA, Mason is active in the truckingindustry, serving as past president of the AlliedCommittee for the Trucking Industry (ACT I), theAmerican Trucking Associations’ Communications andImage Policy Committee, National ATA’s Chairman’sMarketing Council. He also served on the TruckloadCarriers Association Board of Directors.

Jeff MasonExecutive Vice-President,

Communications and Public Affairs forthe American Trucking Association

Breakfast provided by the following sponsors

Ladies Door Prizes provided by Door Prizes provided by



CONGRATULATIONSALABAMA DRIVER OF THE YEAR

GEORGE JONESLongtime Evergreen Transport, Inc. employee George Jones is this year’s the

Alabama Trucking Association’s Driver of the Year honor for his commit-ment to industry safety and professionalism in a career that has spanned fivedecades.

Despite sharing the name of the late country music great whose reputationfor occasionally missing a day’s work was legendary, Jones has an exemplarywork ethic and a passion for his profession that is nothing short of inspiring. In42 years, Jones has logged more than 4 million miles in his career with only oneminor accident. But even more impressive is the fact that he has been with hiscurrent employer his entire 40-plus years behind the wheel of a commercialtruck. He has worked for Evergreen founder Walter Poole, since he started hiscareer as a young man in the early 1970s.

He’s an active driver safety trainer for his company and was instrumental inhelping develop the fleet’s current training program. He is also participated inthe state’s Department of Public Safety’s Targeting Aggressive Cars and Trucks(TACT) program.

Driver of the Year First Runner Up is Homer Kuykendall, Charles G. LawsonTrucking, Inc. in Montgomery.Southland International TrucksInc. sponsored the Driver of theYear Award.

From left, ATA Chairman Kevin Savoy, ATA Driverof the Year George Jones, and award sponsorSouthland International Truck's Drew Linn

ATTENDANCE HAS ITS PRIVELEDGES:ATA CONVENTION DOOR PRIZES!!

ATTENDANCE HAS ITS PRIVELEDGES: ATA CONVENTION DOOR PRIZES!!

More than $8,000 in cash and door prizes will be awarded to attendees at all major events thisweekend, but you must be present to win. You badge serves as your drawing ticket. Prizes toinclude, but not limited to, Macintosh products, including MacBook, iPad Mini, iPod, portable speak-ers, golf equipment, HD TV, digital camcorder, digital camera, and much, much more.

Door prizes compliments of Comdata (Thursday Evening), Industrial Warehouse Services, Inc.(Friday’s Business Meeting), Carrier Transicold South (Saturday’s Membership Meetings), PilotFlying J (Ladies Door Prizes)


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For assistance with deliveries and solutions to your needs, please contact J & M Tank Lines, Inc.

ProudAct I Level

Sponsor


Proud Act II Level Sponsorof the

Alabama TruckingAssociation

76th Annual Convention& Meeting


Join us for our convention golf tournament at the Baytowne Golf Club at Sandestin. Thisnationally ranked course gives guests the best of both worlds: challenging golf in a beautiful

setting, with landing areas that invite players to unleash the river and greens that reward a strate-gically placed approach shot. The 18-hole course features 6,805 yards of golf from the longesttees for a Par 71. The course rating is 73.4 and it has a slope rating of 127 on Bermuda grass.Tom Jackson, who designed the course, calls every hole at the Baytowne Golf Club a favorite“because each one has a personality all its own.”

If you have not registered to play, be aware that space is very limited. Please stop by theConvention Registration Booth for more information. Teams will be assigned prior to play.

ATA CONVENTION GOLF TOURNAMENTBaytowne Course � Sandestin, Fla.

Lunch served: 11:30 a.m. � Shotgun start: 12:00 p.m.

Golf Prizes compliments ofGolfers Lunch compliments of

Golf not your thing? Rather lounge by the pool, soak in the sun, read a book,take a nap, relax, and maybe enjoy a drink (…or two)? Well, thanks to PGT

Trucking and TAB Bank, you’re covered. Join your friends and other attendees forfree beverages by the pool Friday and Saturday afternoon beginning at 1 p.m.

CONVENTION POOL HOSPITALITYFriday, April 24, 1:00 to 4:00 p.m. and Saturday, April 25, 1:00 to 4:30 p.m.

Poolside Hospitality compliments of


CHAIRMAN’S RECEPTION & DINNERSaturday � 6:30 p.m. until � Emerald Ballroom

A dinner jacket is suggested; cocktail dress for ladies.

Wrapping this year’s Convention is a reception and dinner to honor current ATAChairman of the Board Kevin Savoy, Vice President of Logistics for Greenbush

Logistics — a subsidiary of Great Southern Wood, Inc. in Abbeville, Ala. At the start of his term, Chairman Savoy outlined a 10-point plan to improve the

Association’s overall standing as the state’s preeminent voice for the trucking indus-try. His agenda has included initiatives to bolster member numbers, increase existingmembership involvement in ATA events and special projects — especially amongtrucking firms; and fortify and improve the industry’s public image for economicdevelopment, and industry safety and professionalism.

During the program, we also recognize this year’s Alabama Truck Driver of theYear, longtime Evergreen Transport, Inc. employee George Jones, who was chosenby ATA’s Safety and Maintenance Management Council for his commitment to indus-try safety and professionalism in a career that has spanned five decades (Read moreof his accomplishments on page 16).

Another highlight of this event is the announcement of this year’s winner of the H.Chester Webb Award, which is this Association’s highest honor for a member. Lastyear’s winner Bill Scruggs of Southland International Trucks will announce the winner.

Afterwards we have really special treat that you won’t want to miss. RichieMcDonald lead singer and songwriter for Lonestar one of country music’s preemi-nent groups, will perform an intimate acoustic set just for us.

McDonald has long been one of music’s most accomplished and wide-ranging tal-ents. Recognized as one of country’s best singers, he has been the face and voicefor Lonestar for more than 20 years. A polished and engaging entertainer, he isamong the industry’s most successful songwriters, penning some of the era’s mostmemorable songs and earned a mantle full of awards and nominations. You will notwant to miss this private performance.

Kevin SavoyATA Chairman of the Board

Greenbush Logistics

George JonesAlabama Truck Driver of the Year

Evergreen Transport, Inc.

Richie McDonaldLead Singer for Lonestar

Dinner Wine courtesy of:

Reception and Dinner provided by our Act II sponsors:

Richie McDonald’s apperance made possible by:


PRESENTATION OF THE

H. CHESTER WEBB AWARD

During the Chairman’s Dinner � April 26th

The H. Chester Webb Award recognizes distinguished service by an individual from the state’s trucking industry, for their

outstanding record of service to the industry, the Alabama Trucking Association and to their community.


Jack Cole ..............................................1958

M.C. Hines ........................................1959

W.B. Baxley ......................................1960

Jones J. Dunham..............................1961

A.E. Houk ..........................................1962

Cecil Floyd........................................1963

B.E. Sullivan......................................1964

Leroy Osborne, Sr...........................1965

Claude N. Knox................................1966

P.H Taylor .........................................1967

T.K. Dorsey........................................1968

Howard E. Durden .........................1969

P.C. White .........................................1970

Sam N. Cole ....................................1971

Clarence Levi ...................................1972

William Sellers, Jr.............................1973

B.A. Real ............................................1974

J.H. Dove ...........................................1975

Wilson Hiller......................................1976

E.C. Mitchem ....................................1977

Glenn McClendon ...........................1978

J.T. Fowler ..........................................1979

W.D. Biggs .......................................1980

Douglas W. Lambert, Sr. ...............1981

S. Earl Dove......................................1982

Jule Beasley......................................1983

Ross Neely, Jr. .................................1984

Robert R. MacDonald.....................1985

James I. Ritchie ................................1986

Dempsey Boyd ................................1987

Walter Poole.....................................1988

G. Mack Dove ..................................1989

G. Raymond McClendon...............1990

Sybil Dove.........................................1991

E.H. Moore, Jr...................................1992

Robert P. Layman ............................1993

Whit Riley..........................................1994

Don Johnston ...................................1995

Terry Cross .......................................1996

Jerry Davis .........................................1997

Kurt Michel .......................................1998

Doug Cook .......................................1999

Bill Watson ......................................2000

Hubert Rogers .................................2001

Bruce MacDonald ...........................2002

Ken Adams ......................................2003

Barry McGriff....................................2004

Ronnie Stephenson ........................2005

James Suttles ...................................2006

Jack Fricks.........................................2007

Harold Sorrells.................................2008

Drew Linn ..........................................2009

Gene Vonderau................................2010

Thomas J. Willings...........................2011

Buck Moore ......................................2012

Bill Scruggs ......................................2013


April 4, 2014

Alabama Trucking Association

Workers’ Compensation Fund Members

Dear Ladies and Gentlemen:

Enclosed you will find a copy

of the Summarized Audited Financial Statements of the Alabama Trucking Association

Workers’ Compensation Fund for the year

ended December 31, 2013. The Auditors conducted their aud

it in accor-

dance with U.S. generally accepted auditin

g standards. Those standa

rds require the Auditors to pla

n and perform

the audit to obtain reasona

ble assurance about whether the fin

ancial statements are free

of material misstatement.

Upon the completion of all necessary exam

ination of the evidence sup

porting the amounts include

d in these finan-

cial statements and assessing the acc

ounting principles used and

significant estimates made by management, the

Auditors determined that their

audit provided a reasonab

le basis for issuing their op

inion. Their opinion conclud

ed

that these financial statements present

fairly, in all material respects, the financi

al position of the Alabama Trucking

Association Workers’ Compensation Self Insurance Fund as of December 31, 2013.

These financial statements reflect th

e Fund has accumulated total p

rofits, net of distributions, o

f $16,104,686 set

aside for future retrospectiv

e credits to be refunded as

directed by State Requirements of the Alabama Department

of Labor. The total amount of retros

pective credits previously d

istributed back to participat

ing members, since incep-

tion of the Fund, is $54,342,334. In addition, t

he Fund will distribute back $4,046,594 on January 1

, 2014 to

respective participating members with their 2014 calendar yea

r renewals.

This report includes the ove

rall operations of the Fund w

hich consists of both our A

labama and Cross Border pro-

grams. The claims losses reflected in the C

onsolidated Statement of Income and Deductions inc

ludes loss reserves

which are required to pay inc

urred but not reported (IBNR) losses as de

termined by the Fund’s independ

ent

Actuarial firm. In our reserving practices,

the Board of Trustees maintains a ver

y conservative approach so

that the

Fund is protected from the effects o

f irregular occurring claims losses. After having made these yea

r-end adjust-

ments, the combined overall

operating profit for the year

ended December 31, 2013 is $2,916,812. With the con-

clusion of the 2013 calendar yea

r, the Board of Trustees is pleased

to report that we have contin

ued our long

standing profitable operatin

g performance. The Board wishes to emphasize that its primary goals still

remain to pro-

tect the financial integrity of

the Fund while returning profits to part

icipating members.

In closing, we always wish to take the opportunity t

o reinforce our program goals where we believe the

best

approach to curbing increas

es in your company’s operat

ing expenses is to strive to

maximize your company’s

emphasis on your claims handling pro

cedures and loss control. T

o support you in obtaining t

his goal, Todd Hager,

Director of Claims, is available to respond to

any claims related questions you may have, and

Rick Hunter, Director

of Loss Control, and Loss Control Engineers, Duane Calhoun and S

cott Hunter are available to you w

orking in the

field. In addition, our website (www.atacompfund.org) an

d library of written and digital media is dedica

ted to provid-

ing resource information for your

loss control and safety pro

gram efforts. We encourage you to take ad

vantage of

these resources at no cost

to you, and to remember to always Work Safe / Work Smart.

We hope this information will assist you i

n evaluating the strength a

nd quality of our program.

Respectfully,

Kimble E. Coaker, CPA

CEO and Administrator

BEAU WICKSCHAIRMANFund Member TrusteePresident, Southeast LogisticsP. O. Box 1309Tuscaloosa, AL 35403Term: April 2013 – April 2016(205) 759-1818Fax: (205) 349-3104

RUSTY SPROUSEVICE-CHAIRMANFund Member TrusteeCFO, B & G Supply Company, Inc. P. O. Box 748Albertville, AL 35950Term: April 2011 – April 2014(256) 878-2928Fax: (256) 878-1527

KEN ADAMSFund Member TrusteeCEO, Southern Cal Transport, Inc.148 41st Avenue WestBirmingham, AL 35207Term: April 2013 – April 2016(205) 323-0004Fax: (205) 323-0003

CARL CARSONFund Member TrusteePresident, Carl Carson Truck Center, Inc.

P. O. Box 320680Birmingham, AL 35232-0680Term: April 2011– April 2014(205) 592-9966Fax: (205) 592-8005

DREW LINNFund Member TrusteePresident, Southland InternationalTrucks, Inc.

P. O. Box 578Birmingham, AL 35201-0578Term: April 2012 – April 2015(205) 942-6226Fax: (205) 942-6311

BRUCE MACDONALDFund Member TrusteePresident, Transport RefrigerationSales & Service

500 Daniel Payne DriveBirmingham, AL 35214Term: April 2012 – April 2015(205) 328-7278Fax: (205) 328-6769

TRUSTEES


BALANCE SHEET

December 31, 2013

ASSETS

Assets:

Cash $ 2,465,672.67

Prepaid Expenses and Deposits 351,084.28

Accounts Receivable (net of allowance) 1,235,275.11

Certificates of Deposit and Investments 68,177,778.94

Deferred Tax Asset (net of liability) 1,502,227.04

Building and Fixed Assets (net of depreciation) 1,546,972.49

Total Assets $ 75,279,010.53

Liabilities:

Accounts Payable and Escrow $ 2,637,216.26

Unearned Contributions 2,973,123.84

Total Liabilities $ 5,610,340.10

Reserves:

Reserves for Aggregate Losses $ 6,086,650.38

Actuarial Reserves for Claim Losses 49,769,083.46

Total Reserves 55,855,733.84

Members’ Equity:

Unrealized Gain/(Loss) on Investments $ (2,291,749.84)

Retrospective Refund to Members 16,104,686.43

Total Members’ Equity 13,812,936.59

Total Liabilities, Reserves and Members’ Equity $ 75,279,010.53

CONSOLIDATED STATEMENT OF INCOME AND DEDUCTIONS

For the Year Ended December 31, 2013

Income:Contributions $ 34,369,885.00Cross Border Premium 8,366,753.00Investments and Gain/(Loss) on Sale 3,645,742.04Other 293,828.74

Total Income $ 46,676,208.78

Deductions:Claim Losses (net of reinsurance) $ 32,910,663.52Total Claim Losses $ 32,910,663.52

Operating Expenses:Administrative $ 1,976,266.12Cross Border Admin. Fees 2,435,611.51Brokerage Expenses 2,589,806.75Claims Service Fee 1,262,616.16Excess Loss Insurance 1,388,512.54Professional Services 627,765.07Royalties 565,667.75Total Operating Expenses 10,846,245.90

Total Deductions 43,756,909.42

Excess Income Before Income Taxes $ 2,919,299.36

Provision for Income Taxes (deferred) 2,487.45

Excess Income $ 2,916,811.91

Prior Years’ Excess Income 67,530,208.68

Excess Income Before Retrospective Refund Distribution $ 70,447,020.59

Retrospective Refund Distributed to Members _54,342,334.16

Excess Income Held for Future Retrospective Refund $ 16,104,686.43

SHANE McMINNFund Member TrusteeCFO, R.E. Garrison Trucking, Inc.P. O. Box 890Cullman, AL 35056Term: April 2013 – April 2015(256) 737-1709Fax: (256) 737-1708

SCOTT SMITHFund Member TrusteeVice President, P & S

Transportation, Inc.P. O. Box 8250Ensley, AL 35218Term: April 2011 – April 2014(205) 296-9588Fax: (205) 326-8901

STEVE TUCKERFund Member TrusteePresident, Barnett Transportation, Inc.1547 51st AvenueTuscaloosa, AL 35401Term: April 2013 – April 2016(205) 759-5113Fax: (205) 759-2707

FRANK FILGOEx-OfficioPresident and CEO, AL TruckingAssociation

P. O. Box 2339, Montgomery, AL36102-2339

Term: July 2013 – July 2014(334) 834-3983Fax: (334) 262-6504

JACK BRIMEx-OfficioVice President of OperationsBR Williams Trucking, Inc.P. O. Box 3310Oxford, AL 36203Term: July 2013 – July 2014(256) 241-0150Fax: (256) 831-8059

KEVIN SAVOYEx-OfficioVice President/LogisticsGreenbush Logistics, Inc.P.O. Drawer 638Abbeville, AL 36310Term: July 2013 – July 2014(334) 585-2291Fax: (334) 585-3581

WAYNE WATKINSEx-OfficioPresident, Watkins Trucking Co., Inc.4712 Richard Arrington Jr. Blvd.Birmingham, AL 35212Term: July 2013 – July 2014(800) 633-8238Fax: (205) 595-7847

ALABAMA TRUCKER • 2014 Convention Special Edition IBC3

OBC4 ALABAMA TRUCKER • 2014 Convention Special Edition

Documents

ATA 2014 Annual Convention and Meeting Program