2020-05-07T08:28:53-05:00 2019-06-30 WITHUMSMITHBROWNPC 4600 EAST WEST HWY 900 BETHESDA MD 208143423 990 2018-07-01 136174166 WELFARE FUND OF LOCAL NO ONE IATSE % SCOTT COOL WELF 2122475225 320 WEST 46TH STREET NEW YORK NY 10036 SCOTT COOL DIR. OF FUND ADMIN. 2122475225 2020-05-04 true RICHARD L RUVELSON P00234075 3012726000 209.190.253.84 22006220201285000034 2020-05-07 P 833D9BA5299041826641AEDE5C1773806529F77E EBD8DFBC700724A96E49BF1A406FB658268A8823 2018 2020-11-06 18:47:13Z SCOTT COOL 320 WEST 46TH STREET NEW YORK NY 10036 82820294 false X FUNDONEIATSE.COM X 1965 NY THE FUND'S EXEMPT PURPOSE IS TO PROVIDE INSURANCE COVERAGE FOR MEMBERS EMPLOYED AS THEATRICAL STAGE EMPLOYEES COVERED UNDER A COLLECTIVE BARGAINING AGREEMENT. 6 0 0 0 0 0 0 47903448 50948840 1084595 1469953 2631618 3638357 51619661 56057150 0 0 43734562 48276848 0 0 0 0 0 2942646 3001629 46677208 51278477 4942453 4778673 50907998 55965354 4102256 2795868 46805742 53169486 X SEE SCHEDULE O. false false PROVIDED CERTAIN HEALTH AND WELFARE BENEFITS TO COVERED EMPLOYEES AND THEIR DEPENDENTS UNDER THE PLAN, WHICH COMPRISE OF MEDICAL, PHARMACY AND PARTICIPANT ASSISTANCE BENEFITS. false false false false false false false false false true false false false true true true false false false false false false false false false false false false true false false false false false false false false false false false true false false true 0 0 0 false false false false false false false false X 6 0 true false false false false false false true true false false true true true true true true false false false X SCOTT COOL 2122475225 320 WEST 46TH STREET NEW YORK NY 10036 X CHRISTOPHER BROCKMEYER TRUSTEE 1.7 3.3 X 0 0 0 JAMES J CLAFFEY JR TRUSTEE 5.0 10.0 X 0 299777 86592 ROBERT MCDONOUGH TRUSTEE 5.0 10.0 X 0 250285 76786 SEAN QUINN TRUSTEE 1.7 3.3 X 0 0 0 ROBERT SCORE TRUSTEE 5.0 10.0 X 0 255667 76340 JILL BOYD TRUSTEE 1.7 3.3 X 0 0 0 SCOTT COOL DIR.OF FUND ADMINISTRATION 18.0 22.0 X 0 229623 57918 0 1035352 297636 0 false true false AETNA LIFE INSURANCE COMPANY 151 FARMINGTON AVENUE HARTFORD CT 06156 PLAN ADMINISTRATOR 1422220 SEGAL COMPANY 333 WEST 34TH STREET NEW YORK NY 10001 ACTUARIAL SERVICES 220471 EXPRESS SCRIPTS 1 EXPRESS WAY ST LOUIS MO 63121 PRESCRIPTION SVCS. 120998 3 0 EMPLOYERS CONTRIBUTIONS 525100 46317435 46317435 PARTICIPANTS CONTRIBUTIONS 525100 4192643 4192643 RETIREES CONTRIBUTIONS 525100 438762 438762 50948840 974044 974044 0 0 0 0 0 27259053 26763144 495909 495909 495909 0 0 0 0 0 0 0 0 0 SETTLEMENTS & REBATES 900099 3063622 3063622 SUBSIDIES 900099 524951 524951 EXPENSE REIMBURSEMENTS 900099 49784 49784 3638357 56057150 54587197 1469953 0 0 0 48276848 0 0 0 0 0 0 0 133958 56599 0 0 63709 1832884 0 62964 0 0 0 0 0 0 0 0 7035 12259 ALLOCATED ADMIN EXPENSES 755341 CHEMICAL DEPENDENCE PROGRAM 75000 WELLNESS CENTER 1880 51278477 3548329 3486215 0 0 0 0 6286927 7317855 0 0 0 0 0 0 0 0 236512 11949 338046 167789 126758 170257 40611242 44863131 0 0 0 0 0 0 98230 115947 50907998 55965354 525785 663764 0 0 1384716 1339929 0 0 0 0 0 0 0 0 0 0 2191755 792175 4102256 2795868 X 46805742 53169486 0 0 0 0 46805742 53169486 50907998 55965354 4778673 1585071 X false true X true false 175367 62452 112915 118186 60844 57342 44493 44493 0 170257 0 DUE TO BROKER 792175 792175 X 57528728 1585071 1585071 55943657 63709 49784 113493 56057150 51164984 51164984 63709 49784 113493 51278477 PART X, LINE 2 - FIN 48 FOOTNOTE: Accounting principles generally accepted in the United States of America require management to evaluate income tax positions taken and recognize a tax liability if the organization 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 Plan and concluded that as of June 30, 2019 there are no uncertain positions taken or expected to be taken that would require recognition in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits in progress for any tax periods. In addition, there have been no tax related interest or penalties for the periods presented in these financial statements. PART XI, LINE 4B - REVENUES INCLUDED ON FORM 990, NOT ON FINANCIALS: $49,784 EXPENSE REIMBURSEMENT PART XII, LINE 4B - EXPENSES INCLUDED ON FORM 990, NOT ON FINANCIALS: $49,784 EXPENSE REIMBURSEMENT NETTED AGAINST COSTS false false false JAMES J CLAFFEY JR TRUSTEE 0 299777 0 56685 0 29907 0 386369 0 0 ROBERT MCDONOUGH TRUSTEE 0 250285 0 51191 0 25595 0 327071 0 0 ROBERT SCORE TRUSTEE 0 255667 0 50893 0 25447 0 332007 0 0 SCOTT COOL DIR.OF FUND ADMINISTRATION 0 221623 8000 0 20953 0 40260 0 290836 0 0 SCH J, PART II THE FUND ADMINISTRATOR IS COMPENSATED BY A RELATED ORGANIZATION WHOM ESTABLISHES THE COMPENSATION FOR THE FUND ADMINISTRATOR. PART III, LINE 1 THE FUND'S EXEMPT PURPOSE IS TO PROVIDE MEDICAL, PHARMACY AND PARTICIPANT ASSISTANCE BENEFITS TO PARTICIPANTS (AND THEIR BENEFICIARIES) EMPLOYED PURSUANT TO COLLECTIVE BARGAINING AGREEMENTS BETWEEN THEATRICAL PROTECTIVE UNION LOCAL NO. ONE AND VARIOUS EMPLOYERS. PART VI, SECTION A, LINE 2 BUSINESS RELATIONSHIPS: UNION TRUSTEES JAMES J CLAFFEY JR, ROBERT SCORE, AND ROBERT MCDONOUGH SERVE AS PRESIDENT, SECRETARY, AND TREASURER FOR THE THEATRICAL PROTECTIVE UNION LOCAL NO. ONE, RESPECTIVELY. PART VI, SECTION B, LINE 11B REVIEW PROCESS OF FORM 990: THE FORM 990 IS PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANCY FIRM THAT SUBMITS A DRAFT COPY OF THE FORM 990 TO THE FUND'S GOVERNING BODY AND FUND ADMINISTRATOR. UPON COMPLETION OF THE FORM 990 DRAFT COPY BY THE GOVERNING BODY AND FUND ADMINISTRATOR, ALL QUESTIONS OR COMMENTS ARE DIRECTED BACK TO THE INDEPENDENT CPA FIRM FOR RESPONSE AND APPROPRIATE REVISIONS. A FINAL COPY OF THE FORM 990 IS THEN SUBMITTED BACK TO THE FUND'S GOVERNING BODY AND FUND ADMINISTRATOR FOR FINAL REVIEW AND APPROVAL OF THE ELECTRONIC FILING OF THE RETURN. PART VI, SECTION B, LINE 12C COMPLIANCE AND MONITORING OF CONFLICT OF INTEREST POLICY: THE FUND'S CONFLICT OF INTEREST POLICY IS APPLICABLE TO ALL TRUSTEES, THE DIRECTOR OF FUND ADMINISTRATION AND ANY OTHER EMPLOYEES OF THE FUNDS WHO HAVE A DIRECT OR INDIRECT FINANCIAL INTEREST. ANY COVERED PERSON THAT HAS A CONFLICT OF INTEREST MUST DISCLOSE ITS EXISTENCE SOON AS POSSIBLE TO BE ADDRESSED BY THE BOARD OF TRUSTEES. IF ANY TRUSTEE HAS SUCH A CONFLICT, THEY SHALL DISCLOSE AND NOT TAKE PART IN THE PROCESS OF VOTING WHETHER THE TRANSACTION IS IN THE FUND'S BEST INTEREST. EACH TRUSTEE AND EMPLOYEE SHALL SIGN A STATEMENT WHICH AFFIRMS THEY HAVE RECEIVED A COPY, READ & UNDERSTAND AND AGREES TO COMPLY WITH THE POLICY. COMPLIANCE WITH THE POLICY IS MONITORED AT REGULARLY SCHEDULED TRUSTEE MEETINGS. PART VI, SECTION C, LINE 19 AVAILABILITY OF GOVERNING DOCUMENTS, POLICIES AND FINANCIALS: ALL DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AND BY APPOINTMENT AT THE FUND OFFICE. PART XII, LINE 2C OVERSIGHT OF THE AUDIT OF ITS FINANCIALS AND SELECTION OF AN INDEPENDENT ACCOUNTANT: THERE HAS BEEN NO CHANGE IN THE PROCESS. 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