BOARD OF TRUSTEES OF NATIONAL IAM B ENEFIT TRUST FUND: Form 990, tax year 2023
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- Organization
- BOARD OF TRUSTEES OF NATIONAL IAM B ENEFIT TRUST FUND (EIN 36-6562520)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-06
- IRS object ID
- 202403119349303870
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-06T16:27:50-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 611436956 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOVAK FRANCELLA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 MONUMENT RD 5TH FLR | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366562520 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL IAM BENEFIT TRUST FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 2027858148 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 M STREET SE 600 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200034595 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | YOLANDA D MONTGOMERY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2027858148 | PhoneNum |
| Signature | 2024-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOUIS VERZELLA CPA | PreparerPersonNm |
| PTIN | P00360279 | PTIN |
| Phone | 6106689400 | PhoneNum |
| Preparation | 2024-11-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | YOLANDA D MONTGOMERY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 M STREET SE 600 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200034595 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $385,055,005 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.IAMBTF.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH, WELFARE, VISION AND DENTAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS ESTABLISHED UNDER A COLLECTIVE BARGAINING AGREEMENT BETWEEN VARIOUS EMPLOYERS AND THE INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS, AFL-CIO AND AFFILIATED IAM LOCAL AND IAM DISTRICT LODGES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 23 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $114,046,214 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $124,421,641 | CYProgramServiceRevenueAmt |
| PY Investment Income | $413,960 | PYInvestmentIncomeAmt |
| CY Investment Income | $989,838 | CYInvestmentIncomeAmt |
| PY Other Revenue | $28,565 | PYOtherRevenueAmt |
| CY Other Revenue | $6,849 | CYOtherRevenueAmt |
| PY Total Revenue | $114,488,739 | PYTotalRevenueAmt |
| CY Total Revenue | $125,418,328 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $102,950,895 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $123,269,833 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,475,860 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,491,881 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,763,891 | PYOtherExpensesAmt |
| CY Other Expenses | $10,454,802 | CYOtherExpensesAmt |
| PY Total Expenses | $112,190,646 | PYTotalExpensesAmt |
| CY Total Expenses | $136,216,516 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,298,093 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$10,798,188 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $101,616,678 | TotalAssetsBOYAmt |
| Total Assets EOY | $95,251,772 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,934,306 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,101,077 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $95,682,372 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $93,150,695 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE HEALTH, WELFARE, VISION AND DENTAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS ESTABLISHED UNDER A COLLECTIVE BARGAINING AGREEMENT BETWEEN VARIOUS EMPLOYERS AND THE INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS, AFL-CIO AND AFFILIATED IAM LOCAL AND IAM DISTRICT LODGES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO PROVIDE HEALTH, WELFARE, VISION AND DENTAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 23 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2027858148 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 M STREET SE 600 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200034595 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DORA CERVANTES | ||||||||
| UNION TRUSTEE/CO-CHAIR | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $310,915 | $119,724 | |
| STEVEN M GALLOWAY | ||||||||
| UNION TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $531,265 | $112,847 | ||
| AMY KEHOE | ||||||||
| EMPLOYER TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS MITCHELL | ||||||||
| EMPLOYER TRUSTEE/CO-CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARIE UNDERWOOD | ||||||||
| EMPLOYER TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICKEY WALLACE | ||||||||
| UNION TRUSTEE (P) | 1.00 | 40.00 | Yes (X) | $0 | $474,713 | $82,054 | ||
| CRAIG MARTIN | ||||||||
| UNION TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES TIERNEY | ||||||||
| EXECUTIVE DIRECTOR (P) | 9.80 | 32.20 | Yes (X) | $29,615 | $247,818 | $30,003 | ||
| YOLANDA D MONTGOMERY | ||||||||
| EXECUTIVE DIRECTOR | 9.80 | 32.20 | Yes (X) | $0 | $145,032 | $23,761 | ||
| KAREN BROWN | ||||||||
| DIRECTOR OF OPERATIONS | 40.00 | $140,694 | $0 | $23,199 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $170,309 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,709,743 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $391,588 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| VITECH SYSTEMS GROUP | |||||
| 401 PARK AVE SOUTH | NEW YORK | NY | 10016 | BENEFIT & ADMIN SOFTWARE | $5,740,225 |
| CIGNA | |||||
| 900 COTTAGE GROVE RD | BLOOMFIELD | CT | 06002 | CLAIMS PROCESSING | $4,382,207 |
| LINEA SOLUTIONS | |||||
| 4551 GLENCOR AVE STE 140 | MARINA DEL REY | CA | 90292 | CONSULTING | $1,227,865 |
| DELTA DENTAL | |||||
| ONE DELTA DRIVE | MECHANICSBURG | PA | 17055 | CLAIMS PROCESSING | $355,286 |
| CAREMARK | |||||
| 1 CVS DRIVE | WOONSOCKET | RI | 02895 | CLAIMS PROCESSING | $339,002 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 525100 | $123,795,517 | $123,795,517 |
| PARTICIPANT CONTRIBUTIONS | 525100 | $626,124 | $626,124 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $124,421,641 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,366,728 | TotalRevenueColumnAmt |
| Exclusion | $1,366,728 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $259,259,787 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $259,636,677 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$376,890 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$376,890 | TotalRevenueColumnAmt |
| Exclusion | -$376,890 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $6,849 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,849 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,849 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $125,418,328 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $124,428,490 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $989,838 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,269,833 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,918 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,747,746 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,266 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $419,073 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,878 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,147 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,262 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,141 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,519,438 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $810,642 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,201,601 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,871 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,122 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,265 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,399 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,537 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| CAPITAL EXPENITURES | $95,856 |
| ACA FEES | $34,200 |
| PERSONAL PROPERTY TAXES | $7,513 |
| LEASE EXPENSE | $6,808 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,216,516 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $5,082,401 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,062,573 | BOYAmt |
| EOY | $2,505,996 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,106,578 | BOYAmt |
| EOY | $749,011 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,560 | BOYAmt |
| EOY | $56,644 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,936,611 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,081,945 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,981,558 | BOYAmt |
| EOY | $10,854,666 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,425,409 | BOYAmt |
| EOY | $76,003,054 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,616,678 | BOYAmt |
| EOY | $95,251,772 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,128,757 | BOYAmt |
| EOY | $791,486 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $228,905 | BOYAmt |
| EOY | $928,895 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,576,644 | BOYAmt |
| EOY | $380,696 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,934,306 | BOYAmt |
| EOY | $2,101,077 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,682,372 | BOYAmt |
| EOY | $93,150,695 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,682,372 | BOYAmt |
| EOY | $93,150,695 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,616,678 | BOYAmt |
| EOY | $95,251,772 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$10,798,188 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $8,266,511 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,936,611 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,081,945 | DepreciationAmt |
| Book Value | $10,854,666 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,854,666 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| COMMON COLLECTIVE TRUST | $19,542,119 | F |
| 103-12 INVESTMENT ENTITIES | $56,460,935 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $76,003,054 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| SELF PAY PREPAID CONTRIBUTIONS | $27,374 |
| DUE TO IAM NATIONAL PENSION FUND | $347,880 |
| DUE TO IAM NATIONAL 401K PLAN | $5,442 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $380,696 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $133,416,698 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $8,266,511 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $8,266,511 | RevenueNotReportedAmt |
| Revenue Subtotal | $125,150,187 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $268,141 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $268,141 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $125,418,328 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $135,948,375 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $135,948,375 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $268,141 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $268,141 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $136,216,516 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND TO RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS EVALUATED THE TAX POSITIONS TAKEN BY THE FUND AND CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIODS. TYPICALLY, FUND TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE FUND. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEVEN M GALLOWAY | ||||||||||||||
| UNION TRUSTEE | $0 | $256,869 | $0 | $0 | $0 | $274,396 | $0 | $86,061 | $0 | $26,786 | $0 | $644,112 | $0 | $0 |
| RICKEY WALLACE | ||||||||||||||
| UNION TRUSTEE (P) | $0 | $205,620 | $0 | $0 | $0 | $269,093 | $0 | $70,311 | $0 | $11,743 | $0 | $556,767 | $0 | $0 |
| DORA CERVANTES | ||||||||||||||
| UNION TRUSTEE/CO-CHAIR | $0 | $284,631 | $0 | $0 | $0 | $26,284 | $0 | $92,538 | $0 | $27,186 | $0 | $430,639 | $0 | $0 |
| JAMES TIERNEY | ||||||||||||||
| EXECUTIVE DIRECTOR (P) | $29,615 | $247,818 | $0 | $0 | $0 | $0 | $0 | $24,475 | $0 | $5,528 | $29,615 | $277,821 | $0 | $0 |
| YOLANDA D MONTGOMERY | ||||||||||||||
| EXECUTIVE DIRECTOR | $0 | $145,032 | $0 | $0 | $0 | $0 | $0 | $13,524 | $0 | $10,237 | $0 | $168,793 | $0 | $0 |
| KAREN BROWN | ||||||||||||||
| DIRECTOR OF OPERATIONS | $140,694 | $0 | $0 | $0 | $0 | $0 | $17,567 | $0 | $5,632 | $0 | $163,893 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | TRUSTEES DORA CERVANTES, RICKEY WALLACE, AND STEVEN M. GALLOWAY HAVE A BUSINESS RELATIONSHIP THROUGH THE GRAND LODGE INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM, ENGAGED BY THE FUND, THAT PROVIDES A DRAFT COPY OF THE RETURN TO THE FUND OFFICE FOR THEIR INTERNAL REVIEW AND COMMENT. A FINAL DRAFT IS THEN FORWARDED TO THE FUND OFFICE, AND IS PROVIDED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL COVERED PERSONS, TRUSTEES AND FUND EMPLOYEES, ARE REQUIRED ON AN ANNUAL BASIS TO AFFIRM IN WRITING THAT THEY HAVE RECEIVED, UNDERSTOOD, AND WILL COMPLY WITH THE FUND'S CODE OF CONDUCT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE SALARY FOR THE FUND DIRECTOR IS DETERMINED BY THE BOARD OF TRUSTEES. ALL OTHER COMPENSATION OF THE NON-BARGAINING UNIT STAFF IS DETERMINED BY THE FUND DIRECTOR. ALL OTHER COMPENSATION OF THE BARGAINING UNIT STAFF IS DETERMINED BY THE COLLECTIVE BARGAINING AGREEMENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | PARTICIPANTS CAN REQUEST COPIES OF DOCUMENTS OR REVIEW DOCUMENTS AT THE FUND OFFICE. |
| FORM 990, PART XII, LINE 2C: | THE REVIEW PROCESS IS UNCHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (38 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| IAM NATIONAL PENSION FUND | ||||||||
| 99 M STREET SE 600 | WASHINGTON | DC | 200033799 | 516031295 | RETIREMENT PLAN | DC | 401(A) | 0 |
| IAM NATIONAL 401K PLAN | ||||||||
| 99 M STREET SE 600 | WASHINGTON | DC | 200033799 | 320443423 | RETIREMENT PLAN | DC | 401(A) | 0 |
| AIR TRANSPORT DISTRICT 142 | ||||||||
| BOROUGH OF BELLWOOD | ||||||||
| CITY OF GREENDALE | ||||||||
| IAM NATIONAL PENSION FUND | ||||||||
| IAM & AW DISTRICT LODGE 1 | ||||||||
| IAM & AW DISTRICT LODGE 112 | ||||||||
| IAM & AW DISTRICT LODGE 131 | ||||||||
| IAM & AW DISTRICT LODGE 15 | ||||||||
| IAM & AW DISTRICT LODGE 166 | ||||||||
| IAM & AW DISTRICT LODGE 171 | ||||||||
| IAM & AW DISTRICT LODGE 1888 | ||||||||
| IAM & AW DISTRICT LODGE 2020 | ||||||||
| IAM & AW DISTRICT LODGE 26 | ||||||||
| IAM & AW DISTRICT LODGE 34 | ||||||||
| IAM & AW DISTRICT LODGE 4 | ||||||||
| IAM & AW DISTRICT LODGE 5 | ||||||||
| IAM & AW DISTRICT LODGE 54 | ||||||||
| IAM & AW DISTRICT LODGE 60 | ||||||||
| IAM & AW DISTRICT LODGE 75 | ||||||||
| IAM & AW DISTRICT LODGE 776 | ||||||||
| IAM & AW DISTRICT LODGE 8 | ||||||||
| IAM & AW DISTRICT LODGE 98 | ||||||||
| IAM & AW GRAND LODGE | ||||||||
| IAM & AW LOCAL LODGE 126 | ||||||||
| IAM & AW LOCAL LODGE 2003 | ||||||||
| IAM & AW LOCAL LODGE 2515 | ||||||||
| IAM & AW LOCAL LODGE 519 | ||||||||
| IAM & AW LOCAL LODGE 65 | ||||||||
| IAM & AW LOCAL LODGE 794 | ||||||||
| IAM & AW LOCAL LODGE 851 | ||||||||
| IAM & AW LOCAL LODGE 933 | ||||||||
| IAM CREST | ||||||||
| NATL FEDERATION OF FEDERAL EMPLOYEES | ||||||||
| TCUIAM TRAINING SERVICES DEPARTMENT | ||||||||
| TENNESSEE VALLEY AUTHORITY (TVA) | ||||||||
| UNION SPORTSMEN'S ALLIANCE | ||||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (164 entries)
| ABM PARKING SERVICES-NASHVILLE AIRPORT |
| AHOLD USA |
| AIR TRANSPORT DISTRICT 142 |
| AKIMA LLC |
| AKRON BRASS COMPANY |
| ALLEN-MITCHELL & CO |
| ALLIED AVIATION-HOUSTON |
| ALLIED AVIATION-NEWARK |
| AMENTUM SERVICES INC |
| ANDERSON GLOBAL INC |
| ARNOLD ENGINEERING |
| ASRC COMMUNICATIONS LTD |
| ASRC COMMUNICATIONS LTD - FL |
| AVIATION TRAINING CONSULTING LLC |
| BALTIMORE TRUCK CENTER INC |
| BARTH INDUSTRIES |
| BCS LIFE SUPPORT |
| BOLANA ENTERPRISES INC |
| BOROUGH OF BELLWOOD |
| BOWHEAD INTEGRATED SUPPORT SERVICES |
| BOWLING TRANSPORTATION INC |
| C MARTIN COMPANY INC |
| CAE USA MISSION SOLUTIONS INC |
| CENTRAL RUBBER COMPANY |
| CHENEGA SECURITY AND SUPPORT SOLUTIONS LLC (CS3) |
| CLARKE FIRE PROTECTION INC |
| CLARKE POWER SERVICES INC |
| CLC INC |
| CNH INDUSTRIAL LLC |
| CREATIVE MANAGEMENT TECHNOLOGY (CMTI) |
| CRESCENT PLASTICS INC |
| CRESLINE PLASTIC PIPE CO |
| CURTO-LIGONIER FOUNDRY |
| CYMSTAR SERVICES LLC |
| DAIRY CONVEYOR CORPORATION |
| DELAWARE RESOURCE GROUP - DOVER |
| DELAWARE RESOURCE GROUP - JPATS |
| DELAWARE RESOURCE GROUP - MOODY AFB |
| DELAWARE RESOURCE GROUP - T38 |
| DELAWARE RESOURCE GROUP - TUCSON AZ |
| DELAWARE RESOURCE GROUP III |
| DELAWARE RESOURCE GROUP-MOUNTAIN HOME |
| DELAWARE RESOURCE GROUP-SEYMOUR JOHNSON |
| DELAWARE RESOURCE GROUP-TRAVIS |
| DELAWARE RESOURCES GROUP - SHAW AFB |
| DELAWARE RESOURCES GROUP - HILL |
| DELAWARE RESOURCES GROUP - NELLIS |
| DENMAR SERVICES INC-FORT RUCKER |
| DIRECT VIZ SOLUTIONS LLC |
| DIVERSE TECHNOLOGY KORPS INC |
| DIVERSIFIED SERVICE CONTRACTING INC |
| DREIS & KRUMP MFG CO |
| DYNCORP INTERNATIONAL LLC - CONROE |
| DYNCORP INTERNATIONAL LLC - NIAGARA FALLS |
| DYNCORP INTERNATIONAL LLC EL PASO |
| DYNCORP INTERNATIONAL LLC- FARMINGDALE NY |
| E & J TRUCK SERVICES INC |
| EBERHARD MFG |
| ELECTRIC MOTOR SERVICES |
| ERICA LANE ENTERPRISES INC |
| FELINS USA INC |
| FIDELITY TECHNOLOGIES CORPORATION - CHERRY POINT |
| FIDELITY TECHNOLOGIES CORPORATION - NEW RIVER |
| FINKL STEEL |
| FIRST VEHICLE SERVICES |
| FIVE RIVERS SERVICES |
| FLINT & WALLING INC |
| FORMTEK INC |
| FRANK MILLARD AND COMPANY |
| GARDNER MFG |
| GEMINI TECH SERVICES LLC |
| GEN 4 SERVICES LLC |
| GERRESHEIMER GLASS |
| GLENMOOR COMPANY |
| GOLDBELT C6 |
| HENRY PRATT COMPANYLLC |
| JACOBS TECHNOLOGY INC |
| KELLOGGS SNACKS |
| KENNA HOMES COOPERATIVE CORP |
| KING AEROSPACE |
| KIRA GOVERNMENT SERVICES |
| KOPPERS INDUSTRIES INC |
| L-3 TECHNOLOGIES VERTEX AEROSPACE |
| LB&B ASSOCIATES INC |
| LUKAYVA INC |
| M1 SUPPORT SERVICES |
| M1 SUPPORT SERVICES-FORT RUCKER |
| M-B COMPANIES |
| MCGEE AIR SERVICES - EVERETT |
| MCGEE AIR SERVICES - LOS ANGELES |
| MCGEE AIR SERVICES - OAKLAND |
| MCGEE AIR SERVICES - PHOENIX |
| MCGEE AIR SERVICES - PORTLAND |
| MCGEE AIR SERVICES - SAN JOSE |
| MCGEE AIR SERVICES - SEATTLE |
| MCTEAGUEHIGBEE |
| MELGAR FACILITY MAINTENANCE |
| METRO PROFESSIONAL SERVICES |
| MONTAGUE MACHINE CO 'B' |
| MOUNT JOY WIRE CO |
| NATIONAL IAM BENEFIT TRUST FUND |
| NATIONAL RIVET MFG CO |
| NATL FEDERATION OF FEDERAL EMPLOYEES |
| NAVIGATOR INTERNATIONAL LLC |
| NEKOOSA CORPORATION |
| NELOGIS |
| NORCO |
| NUK USA |
| ORSA TECHNOLOGIES |
| PAE APPLIED TECHNOLOGIES |
| PAE AVIATION AND TECH SVCS-TYNDALL AFB |
| PAE AVIATION AND TECHNICAL SERVICES LLC SOFTWARE |
| PAE JOHNSON SPACE CENTER |
| PAE-SGT PARTNERS (PSP) |
| PINNACLE SOLUTIONS |
| PRECISION MARSHALL STEEL |
| PRESSED METAL CORP |
| ROTHE ENTERPRISES INC |
| RYESON CORP |
| S&K TECHNOLOGIES INC |
| SA-TECHINC |
| SATELLITE SERVICES INC (SSI) |
| SC JONES SERVICES |
| SILGAN CONTAINERS CORP (ROCHELLE) |
| SILGAN WHITE CAP |
| SKOOKUM CONTRACT SERVICES |
| SKYQUEST AVIATION LLC |
| SODEXO-MAINE MARITIME ACADEMY |
| SOLUTION ONE INDUSTRIES INC |
| SONNEBORN LLC |
| SONORAN TECHNOLOGY & PROFESSIONAL SVCS |
| SOUTHWEST RANGE SERVICES LLC |
| STA CONTRACTING INC |
| STANDARD HORSE NAIL |
| SUPERIOR-LIDGERWOOD-MUNDY |
| SYSTEM DYNAMICS INTERNATIONAL INC (SDI) |
| SYSTEMS APPLICATION AND TECHNOLOGIES INC |
| T & H SERVICES LLC |
| T SQUARE LOGISTICS SERVICES CORP |
| TCUIAM TRAINING SERVICES DEPARTMENT |
| TECHSYSTEMS |
| TECNOCAP LLC |
| TENNESSEE VALLEY AUTHORITY (TVA) |
| THE GEO GROUP INC - BROOKS |
| THE GEO GROUP INC - COASTAL |
| THE GEO GROUP INC - HIDALGO |
| TIVOLY INC |
| TK&K SERVICES LLC |
| TOWERS IN WESTCHESTER PARK |
| TRIANGLE PACKAGE MACHINERY COMPANY |
| TRIUS INC |
| UNION ELECTRIC STEEL CORPORATION |
| UNION MACHINE & TOOL WORKS INC |
| UNION SPORTSMEN'S ALLIANCE |
| VALIANT GLOBAL DEFENSE SERVICES INC - NAS WHIDBEY |
| VAUGHN MANUFACTURING CO |
| VILLAGE OF NORTHFIELD |
| VISHAY INTERTECHNOLOGY INC |
| WALSINGHAM GROUP INC |
| WELD TOOLING CORPORATION |
| WICHITA CLUTCH |
| WOLF CREEK FEDERAL SERVICES |
| WYMAN GORDON COMPANY |
| ZIA ENGINEERING & ENVIRONMENTAL CONSULTANTS LLC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| IAM NATIONAL PENSION FUND | ||
| N | $1,595,001 | CASH BASIS |
| IAM NATIONAL PENSION FUND | ||
| O | $69,266 | CASH BASIS |