2019-02-12T10:59:47-06:00 2018-06-30 362985770 SELDEN FOX LTD 619 ENTERPRISE DRIVE OAK BROOK IL 605238835 990 2017-07-01 953867553 NATIONAL INSTITUTE OF PENSION ADMINISTRATORS NATI 3126446610 330 N WABASH AVE NO 2000 CHICAGO IL 60611 LAURA RUDZINSKI EXECUTIVE DIRECTOR 3126446610 2019-01-14 1 ROBERT G WUJEK P01367472 6309541400 50.201.115.82 2019-01-14 11:11:57 CS P 846F90749364CC804ED7A8FED8B9859DAA5069A5 DBEF52BAC0A273C55EE2058042DE982C042737B0 2017 2019-02-21 02:37:17Z LAURA RUDZINSKI 330 N WABASH AVE NO 2000 CHICAGO IL 60611 1343253 0 X WWW.NIPA.ORG X 1983 CA IMPROVE THE QUALITY AND EFFICIENCY OF EMPLOYEE BENEFIT PLAN ADMINISTRATION 12 12 0 40 0 0 0 0 1390896 1337499 2125 5433 0 0 1393021 1342932 0 0 0 0 0 0 0 0 0 1284904 1288749 1284904 1288749 108117 54183 1139803 1200123 329317 337651 810486 862472 THE INSTITUTE BRINGS TOGETHER PROFESSIONAL BENEFIT ADMINISTRATORS AND OTHER INTERESTED PARTIES TO ENCOURAGE GREATER DIALOGUE, COOPERATION, AND EDUCATIONAL OPPORTUNITIES TO IMPROVE THE QUALITY AND EFFICIENCY OF PLAN ADMINISTRATION. 0 0 CONFERENCES AND MEETINGS - THE INSTITUTE HOSTS AN ANNUAL FORUM AND EXPO, AS WELL AS AN ANNUAL BUSINESS MANAGEMENT CONFERENCE AND OTHER EDUCATIONAL PROGRAMS THROUGHOUT THE YEAR TO PROVIDE MEMBERS AN OPPORTUNITY TO GATHER AND DISCUSS NEW DEVELOPMENTS IN BENEFIT PLAN ADMINISTRATION AND SHARE IDEAS FOR IMPROVEMENTS. 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 10 0 1 0 0 0 0 0 0 0 X 12 12 0 1 0 0 1 1 1 1 1 0 1 1 0 0 1 1 0 0 0 IL X SMITHBUCKLIN CORPORATION 3123215120 330 NORTH WABASH SUITE 2000 CHICAGO IL 60611 X JOSEPH BURT PRESIDENT 1.00 X X 0 0 0 DARREN HOLSEY PRESIDENT-ELECT 1.00 X X 0 0 0 TRINA GROSS CFO 1.00 X X 0 0 0 MICHELLE MARSH IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 PATRICK M SHELTON EXECUTIVE COMMITTEE MEMBER 1.00 X X 0 0 0 MIKE BOURNE DIRECTOR 1.00 X 0 0 0 EMILY BURR DIRECTOR 1.00 X 0 0 0 KARYN DZURISIN DIRECTOR 1.00 X 0 0 0 MATT KING DIRECTOR 1.00 X 0 0 0 SHAYNA OSBORNE DIRECTOR 1.00 X 0 0 0 ANN SLOTWINSKI DIRECTOR 1.00 X 0 0 0 MICHAEL STUBER DIRECTOR 1.00 X 0 0 0 LAURA RUDZINSKI EXECUTIVE DIRECTOR 20.00 X 0 0 0 0 0 0 0 0 0 0 SMITHBUCKLIN CORPORATION 330 NORTH WABASH SUITE 2000 CHICAGO IL 60611 MANAGEMENT SERVICES 682898 1 CONFERENCES 900099 798388 798388 MEMBERSHIP DUES 900099 419708 419708 DESIGNATION PROGRAMS 900099 79680 79680 EDUCATION PROGRAMS 900099 18205 18205 WEBCASTS 900099 14262 14262 7256 7256 1337499 5433 5433 321 321 0 0 1342932 1337499 0 5433 682898 1399 9000 349 93750 31091 34874 351431 5801 BANK & CREDIT CARD FEES 31707 MISCELLANEOUS OTHER 19556 EDUCATION PROGRAMS 13860 DESIGNATION PROGRAMS 13033 1288749 266177 417475 850000 0 19207 26992 2358 4852 750804 2061 1139803 1200123 67605 133176 238200 204475 23512 0 329317 337651 X 810486 862472 810486 862472 1139803 1200123 54183 -2197 0 X X 0 1 X 1 0 0 1 0 0 X 1340386 -2197 -2197 1342583 349 349 1342932 1288400 0 1288400 349 349 1288749 PART X, LINE 2: THE INSTITUTE FOLLOWS THE FINANCIAL ACCOUNTING STANDARDS BOARD REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS AND HAS DETERMINED THEY ARE NOT REQUIRED TO RECORD A LIABILITY FOR ANY SUCH POSITIONS. FORM 990, PART VI, SECTION A, LINE 3 SMITHBUCKLIN CORPORATION IS A MANAGEMENT COMPANY WHICH MANAGES ALL ASPECTS OF THE INSTITUTE IN ACCORDANCE WITH THE INSTITUTE'S BYLAWS AND POLICIES. OPERATIONS MAY INCLUDE BUT ARE NOT LIMITED TO ADMINISTRATION, MEMBERSHIP, FINANCE AND ACCOUNTING, CONVENTION/TRADESHOW/EVENT PLANNING, EDUCATION, MARKETING AND INFORMATION TECHNOLOGY. SMITHBUCKLIN EMPLOYEES PROVIDE THESE SERVICES. FORM 990, PART VI, SECTION A, LINE 6 THE INSTITUTE HAS ONE CLASS OF MEMBERS THAT ARE STOCKHOLDERS IN THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE INSTITUTE IS A CALIFORNIA NONPROFIT MUTUAL BENEFIT CORPORATION. IT'S MEMBER STOCKHOLDERS WHO ARE RESPONSIBLE FOR ELECTING THE INSTITUTE'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B IN ADDITION TO ELECTING THE INSTITUTE'S BOARD OF DIRECTORS, MEMBERS HAVE THE RIGHT TO VOTE ON CERTAIN CHANGES TO THE INSTITUTE'S BYLAWS, AS WELL AS THE DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION, ON ANY MERGER, OR ON ANY ELECTION TO DISSOLVE THE CORPORATION IN ADDITION TO ANY OTHER RIGHTS AFFORDED MEMBERS UNDER THE CALIFORNIA NONPROFIT MUTUAL BENEFIT CORPORATION LAW. IN ADDITION, SHOULD THE CORPORATION BE DISSOLVED, THOSE MEMBERS IN GOOD STANDING ARE ENTITLED TO A PRO-RATA DISTRIBUTION OF ALL ASSETS, EXCLUSIVE OF THOSE HELD IN CHARITABLE TRUST, REMAINING AFTER THE PROVISION FOR ANY OBLIGATIONS OR DEBTS OF THE CORPORATION OR AS OTHERWISE REQUIRED UNDER APPLICABLE LAW. FORM 990, PART VI, SECTION B, LINE 11B THE INSTITUTE'S 990 IS PREPARED BY INDEPENDENT ACCOUNTANTS AND REVIEWED BY THE INSTITUTE'S MANAGEMENT PRIOR TO FILING. HOWEVER, IT IS NOT REVIEWED BY THE INSTITUTE'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE INSTITUTE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENT ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE INSTITUTE'S BOARD OF DIRECTORS IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. NATIONAL INSTITUTE OF PENSION ADMINISTRATORS EDUCATIONAL FDN 330 N WABASH SUITE 2000 CHICAGO IL 60611 330398062 EDUCATION CA 501(C)(3) LINE 10 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0