2021-11-15T12:22:22-06:00 2020-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2020-01-01 366562520 NATIONAL IAM BENEFIT TRUST FUND NATI 2027858148 99 M STREET SE NO 600 WASHINGTON DC 200033799 JAMES PATRICK TIERNEY III FUND DIRECTOR 2027858148 2021-11-15 1 JAMES PATRICK TIERNEY III 999009999 LOUIS VERZELLA CPA P00360279 6106689400 2021-11-15 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z JAMES PATRICK TIERNEY III 99 M STREET SE NO 600 WASHINGTON DC 200033799 130766352 0 X WWW.IAMBTF.ORG X 1973 DC TO PROVIDE HEALTH, WELFARE, VISION AND DENTAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS ESTABLISHED UNDER A COLLECTIVE BARGAINING AGREEMENT BEWTEEEN VARIOUS EMPLOYERS AND THE INTERANTIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS, AFL-CIO AND AFFILIATED IAM LOCAL AND IAM DISTRICT LODGES. 6 0 19 0 0 0 0 0 105485860 102771085 4343663 2392497 0 0 109829523 105163582 0 0 99061616 97382235 1949102 2078514 0 0 0 5516192 5991285 106526910 105452034 3302613 -288452 105439184 105862477 2253189 1409246 103185995 104453231 X TO PROVIDE HEALTH, WELFARE, VISION AND DENTAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS ESTABLSIHED 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. 0 0 TO PROVIDE HEALTH, WELFARE, VISION AND DENTAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 3 0 1 19 1 0 0 0 0 0 0 0 0 0 0 X 6 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X THE FUND 2027858148 99 M STREET SE 600 WASHINGTON DC 200033799 DORA CERVANTES UNION TRUSTEE 1.00 40.00 X X 0 254345 113243 JAMES CONIGLIARO UNION TRUSTEE/CO-CHAIR 1.00 40.00 X 0 251036 97921 STEVEN M GALLOWAY UNION TRUSTEE 1.00 40.00 X 0 240750 99046 AMY KEHOE EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 THOMAS MITCHELL EMPLOYER TRUSTEE/CO-CHAIR 1.00 0.00 X 0 0 0 MARIE UNDERWOOD EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 JAMES TIERNEY EXECUTIVE DIRECTOR 9.80 32.20 X 113769 413462 66334 KAREN BROWN DIRECTOR OF OPERATIONS 40.00 0.00 X 153275 0 26040 CARLA HILL ELIGIBILITY MANAGER 40.00 0.00 X 120692 0 34071 387736 1159593 436655 3 0 1 0 CIGNA 900 COTTAGE GROVE RD BLOOMFIELD CT 06002 CLAIMS PROCESSING 3992240 VITCEH SYSTEMS GROUP 401 PARK AVE SOUTH NEW YORK NY 10016 BENEFIT & ADMIN SOFTWARE 1223638 LINEA SOLUTIONS 4551 GLENCOE AVE STE 140 MARINA DEL REY CA 90292 CONSULTING 372545 DELTA DENTAL ONE DELTA DRIVE MECHANICSBURG PA 17055 CLAIMS PROCESSING 328221 HEALTH PLAN SYSTEMS 2025 LINCOLN HWY RTE 27 STE 340 EDISON NJ 08817 ADMINISTRATIVE SOFTWARE 232388 8 EMPLOYER CONTRIBUTIONS 525100 101913336 101913336 PARTICIPANT CONTRIBUTIONS 525100 857749 857749 102771085 2442267 2442267 25553000 25602770 -49770 -49770 -49770 105163582 102771085 0 2392497 97382235 113769 1435798 179807 221534 127606 97973 96692 73750 4822458 144782 258575 125344 5164 406 206379 107005 ACA FEES 28499 RECRUITING 15068 PERSONAL PROPERTY TAXES 9053 BACKGROUND SCREENINGS 137 105452034 1171625 954251 3610725 2171671 999933 2307725 60667 36593 2809490 852397 401289 1957093 99194945 98435144 105439184 105862477 693267 461383 154817 213288 1405105 734575 2253189 1409246 X 103185995 104453231 0 0 0 0 103185995 104453231 105439184 105862477 -288452 1555686 2 0 X X 0 1 X 1 0 2809490 852397 1957093 1957093 SELF PAY PREPAID CONTRIBUTIONS 18239 DUE TO IAM NATIONAL PENSION FUND 716336 734575 X 106645518 1555686 1555686 105089832 73750 73750 105163582 105378284 0 105378284 73750 73750 105452034 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND 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, 2020 AND 2019, 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. X 0 0 0 JAMES TIERNEY EXECUTIVE DIRECTOR 113769 413462 0 0 0 0 0 44096 0 22238 113769 479796 0 0 DORA CERVANTES UNION TRUSTEE 0 244837 0 0 0 9508 0 80919 0 32324 0 367588 0 0 JAMES CONIGLIARO UNION TRUSTEE/CO-CHAIR 0 233635 0 0 0 17401 0 73779 0 24142 0 348957 0 0 STEVEN M GALLOWAY UNION TRUSTEE 0 224639 0 0 0 16111 0 75191 0 23855 0 339796 0 0 KAREN BROWN DIRECTOR OF OPERATIONS 153275 0 0 0 0 0 19057 0 6983 0 179315 0 0 0 CARLA HILL ELIGIBILITY MANAGER 120692 0 0 0 0 0 18079 0 15992 0 154763 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 TRUSTEES DORA CERVANTES, JAMES CONIGLIARO, AND STEVEN M. GALLOWAY HAVE A BUSINESS RELATIONSHIP THROUGH GRAND LODGE INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS, RESPECTIVELY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM, ENGAGED BY THE FUND, WHO 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 WHICH IS THEN 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. 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 GREENWOOOD IAM & AW DISTRICT LODGE 1 IAM & AW DISTRICT LODGE 110 IAM & AW DISTRICT LODGE 15 IAM & AW DISTRICT LODGE 154 IAM & AW DISTRICT LODGE 166 IAM & AW DISTRICT LODGE 171 IAM & AW DISTRICT LODGE 27 IAM & AW DISTRICT LODGE 34 IAM & AW DISTRICT LODGE 37 IAM & AW DISTRICT LODGE 4 IAM & AW DISTRICT LODGE 5 IAM & AW DISTRICT LODGE 54 IAM & AW DISTRICT LODGE 60 IAM & AW DISTRICT LODGE 65 IAM & AW DISTRICT LODGE 73 IAM & AW DISTRICT LODGE 74 IAM & AW DISTRICT LODGE 75 IAM & AW DISTRICT LODGE 776 IAM & AW DISTRICT LODGE 9 IAM & AW DISTRICT LODGE 98 IAM & AW GRAND LODGE IAM & AW LOCAL LODGE 10 IAM & AW LOCAL LODGE 126 IAM & AW LOCAL LODGE 2003 IAM & AW LOCAL LODGE 2515 IAM & AW LOCAL LODGE 2699 IAM & AW LOCAL LODGE 510 IAM & AW LOCAL LODGE 656 IAM & AW LOCAL LODGE 754 IAM & AW LOCAL LODGE 851 IAM & AW LOCAL LODGE 933 IAM & AW DISTRICT LODGE 26 IAM CREST NATIONAL FEDERATION OF EMPLOYEES TCUIAM TRAINING SERVCIES DEPARTMENT TENNESSEE VALLEY AUTHORITY UNION SPORTSMEN'S ALLIANCE CARES OF MISSISSIPPI INC IAM & AW DISTRICT LODGE 112 IAM & AW DISTRICT LODGE 131 ABM PARKING SERVICES-NASHVILLE AIRPORT AERO SIMULATION INC GROUP AHOLD USA ALLEN-MITCHELL & CO ALLIED AVIATION ALUTIIQ COMMERCIAL ENTERPRISES LLC ANDERSON GLOBAL INC ARNOLD ENGINEERING ASRC COMMUNICATION LTD AVT SIMULATION BALTIMORE TRUCK CENTER INC BARTH INDUSTRIES BCS LIFE SUPPORT BOLANA ENTERPRISES INC BOROUGH OF BELLWOOD BOWHEAD INTEGRATED SUPPORT SERVICES BOWLING TRANSPORTATION INC BSH MANAGEMENT SERVICE LLC C MARTIN COMPANY INC CAE USA MISSION SOLUTIONS INC CENTRAL ARMATURE CENTRAL RUBBER COMPANY CHENEGA SECURITY AND SUPPORT SOLUTIONS LLC CITY OF GREENDALE CLARKE FIRE PROTECTION INC CLARKE POWER SERVICES - KROGER WAREHOUSE CLARKE POWER SERVICES INC CLC INC CNH AMERICA LLC COMMERCIAL CUSTODIAL SERVICES (CCS) COVIA CRESCENT PLASTICS INC CRESLINE PLASTIC PIPE COMPANY CREW TRAINING INTERNATIONAL CTC CURTO-LIGONIER FOUNDRY CYMSTAR SERVICES LLC DAIRY CONVEYOR CORPORATION DAYTON SUPERIOR CORP DELAWARE RESOURCE GROUP DENMAR SERVICES INC- FORT RUCKER DIRECTVIZ SOLUTIONS LLS DIVERSE TECHNOLOGY KORPS INC DIVERSIFIED SERVICE CONTRACTING INC DREIS & KRUMP MFG CO DRESSER PIPLINE SOLUTIONS E & J TRUCK SERVICES INC ELECTRIC MOTOR SERVICES ELECTRONIC METROLOGY LABORATORY LLC ERICA LANE ENTERPRISES INC FELINS USA INC FINKL STEEL FIRST VEHICLE SERVICES FLINT & WALLING INC FORMTEK INC FRANK MILLARD AND COMPANY FIVE RIVERS GARDNER MFG GEO GROUP INC THE - BROOKS GEO GROUP INC THE - COASTAL GEO GROUP INC THE - HIDALGO GERRESHEIMER GLASS GLENMOOR COMPANY GOLDBELT FALCON LLC HENRY PRATT COMPANYLLC IAP WORLDWIDE SERVICES INC ILSCO CORPORATION JACOBS TECHNOLOGY INC JOINT VENTURE GLOBAL SOLUTIONS KELLOGGS SNACKS KENNA HOMES COOPERATIVE CORPORATION KING AEROSPACE KIRA GOVERNMENT SERVICES KOPPERS INDUSTRIES INC L-3 COMMUNICATIONSVANCE AFB L-3 DOSS AVIATION INC VANCE AFB LB&B ASSOCIATES INC LUKAYVA INC M1 SUPPORT SERVICES M-B COMPANIES MCGEE AIR SERVICES MCTEAGUEHIGEE MELGAR FACILITY MAINTENANCE MONTAGUE MACHINE CO 'B' MOUNT JOY WIRE CO NATIONAL CONTRACTING SERVICES LLC NATIONAL RIVET MFG COMPANY NATIONAL FEDERATION OF FEDERAL EMPLOYEES NAVIGATOR INTERNATIONAL LLC NEKOOSA CORPORATION NORCO INC NUK USA ORSA TECHNOLOGIES PAE PINNACLE SOLUTIONS PLEXSYS INTERFACE PRODUCTS INC 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 SONNEBORN LLC SONORAN TECHNOLOGY & PROFESSIONAL SERVICES SOUTHWEST RANGE SERVICES LLC SODEXO MAINE MARITIME ACADEMY STANDARD HORSE NAIL SUPERIOR-LIDGERWOOD-MUNDY SUSSEK MACHINE COMPANY LLC SYSTEM DYNAMICS INTERNATIONAL INC (SDI) SYSTEMS APPLICATION AND TECHNOLOGIES INC TCUIAM TRAINING SERVICES DEPARTMENT TECNOCAP LLC TIVOLY INC TOWERS IN WESTCHESTER PARK T SQUARE LOGISTICS SERVICES CORP T& H SERVICES LLC TECHSYSTEMS TENNESSEE VALLEY AUTHORITY TRIANGLE PACKAGE MACHINERY COMPANY TRIUS INC UNION ELECTRIC STEEL CORPORATION UNION MACHINE & TOOL WORKS INC UNION SPORTSMEN'S ALLIANCE VALIANT GLOBAL VAUGHN MANUFACTURING COMPANY VISHAY INTERTECHNOLOGY INC WELD TOOLING CORPORATION WICHITA CLUTCH WOLF CREEK FEDERAL SERVICES WYMAN GORDON COMPANY ZIA ENGINEERING & ENVIRONMENTAL CONSULTANTS LLC 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 IAM NATIONAL PENSION FUND N 1125402 CASH BASIS IAM NATIONAL PENSION FUND O 812462 CASH BASIS