2017-10-31T13:16:09-07:00 2016-12-31 Schultheis & Panettieri LLP 210 Marcus Boulevard Hauppauge NY 117883740 990 2016-01-01 237333434 IATSE NATIONAL HEALTH AND WELFARE FUND IATS 2125809092 417 FIFTH AVENUE 3RD FLOOR NEW YORK NY 10016 anne j zeisler Executive Director 2017-10-31 true CAROL WESTFALL P00539069 6312734778 2016 2021-01-29 14:40:06Z 239399958 false false X iatsenbf.org X 1973 NY TO PROVIDE MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 14 14 0 0 0 216335893 237011905 1298421 1880493 43208 507560 217677522 239399958 0 162604672 180702771 0 0 0 9443191 9870842 172047863 190573613 45629659 48826345 331044261 397323539 19768322 22383654 311275939 374939885 TO PROVIDE MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. false false TO PROVIDE MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. false false false false false false false false false false true true false false true false 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 false false false false false true false false false false true 12 0 true 0 false false false false false false false false false false false false false X 14 14 false false false false false false false true true false false true true false true true true false false false X anne j zeisler 2125809092 417 FIFTH AVENUE 3RD FLOOR NEW YORK NY 100162204 X MATTHEW D LOEB Trustee 1.00 2.00 X 0 0 0 CHRISTOPHER BROCKMEYER Trustee 1.00 3.00 X 0 0 0 BRIAN J LAWLOR Trustee 1.00 2.00 X 0 0 0 JAMES B WOOD Trustee 1.00 3.00 X 0 0 0 WILLIAM E GEARNS JR Trustee 1.00 2.00 X 0 0 0 DANIEL E DITOLLA Trustee 1.00 2.00 X 0 0 0 PATRICIA WHITE Trustee 1.00 2.00 X 0 0 0 HOWARD S WELINSKY THRU 1216 Trustee 1.00 2.00 X 0 0 0 CAROL A LOMBARDINI ESQ Trustee 1.00 2.00 X 0 0 0 PAUL LIBIN Trustee 1.00 2.00 X 0 0 0 MICHAEL F MILLER JR Trustee 1.00 3.00 X 0 0 0 SEAN T QUINN THRU 1216 Trustee 1.00 2.00 X 0 0 0 JASON LAKS Trustee 1.00 3.00 X 0 0 0 MICHAEL CAMPOLO Trustee 1.00 2.00 X 0 0 0 HANK LACHMUND EFF 1216 Trustee 1.00 2.00 X 0 0 0 ROBERT JOHNSON EFF 1216 Trustee 1.00 2.00 X 0 0 0 ANNE J ZEISLER EXECUTIVE DIRECTOR 26.00 14.00 X 0 336209 40168 ronald smith DIR. OF H.R. 24.00 16.00 X 0 152851 29776 JOEL SEGAL DIR. OF I.T. 24.00 16.00 X 0 172884 31621 MICHAEL FIFE DIR. OF CONTR 18.00 22.00 X 0 174020 31477 john heim DIR. OF finance 20.00 20.00 X 0 192651 32831 SCOTT TRIVIGNO DIR. OF BEN. 24.00 16.00 X 0 160857 30379 1189472 196252 0 false true false EMPIRE BLUE CROSS BLUE SHIELD ONE LIBERTY PLAZA NEW YORK NY 10006 CLAIMS PROCESSING 9470320 WELLS FARGO BANK NA 1200 PITTSFORD VICTOR RD PITTSFORD NY 14534 bank 251676 KELLY PRESS INC 1701 CABIN BRANCH DR CHEVERLY MD 20785 printing 203146 DELTA DENTAL OF NEW YORK 1 DELTA DRIVE MECHANICSBURG PA 17055 CLAIMS PROCESSING 464850 THE SEGAL COMPANY 333 WEST 34TH STREET NEW YORK NY 10001 ACTUARIAL CONSULTING 237628 9 0 EMPLOYERS' CONTRIBUTIONS 900099 221957387 221957387 PARTICIPANT CONTRIBUTIONS 900099 15054518 15054518 237011905 1880493 1880493 0 0 0 0 0 0 0 OTHER MISC INCOME 900099 507560 507560 507560 239399958 237519465 1880493 0 0 0 180702771 0 0 0 0 0 0 0 372310 95000 0 0 166671 237253 0 261690 12150 0 0 0 0 0 0 0 405762 0 REIMB ADMINISTRATIVE EXP 7713629 POSTAGE 321398 PRINTING 236389 MERGER EXPENSES 48590 0 190573613 0 0 0 0 22487595 4375053 0 14414079 21780904 0 0 0 0 0 4254849 1705449 2785934 2549400 71926169 90927043 218473919 277691139 0 0 956565 0 331044261 397323539 216322 1388654 3622000 3915000 15930000 17080000 19768322 22383654 X 311275939 374939885 311275939 374939885 331044261 397323539 48826345 14837601 X false true X true false 4254849 1705449 2549400 2549400 277691139 BENEFIT OBLIGATIONS CURRENTLY PAYABLE 17080000 17080000 254070888 14837601 14837601 239233287 166671 166671 239399958 189256942 189256942 166671 1150000 1316671 190573613 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S CHANGE IN BEN. OBLIG. CURRENTLY PAYABLE $1150000 false false false ANNE J ZEISLER EXECUTIVE DIRECTOR 315038 6058 15113 24769 15399 376377 JOEL SEGAL DIR. OF I.T. 169419 3258 207 16222 15399 204505 john heim DIR. OF finance 185038 3558 4055 17432 15399 225482 MICHAEL FIFE DIR. OF CONTR 167575 3222 3223 16078 15399 205497 ronald smith DIR. OF H.R. 145638 2800 4413 14377 15399 182627 SCOTT TRIVIGNO DIR. OF BEN. 153406 2950 4501 14980 15399 191236 Form 990, Part VI, Line 11b: Form 990 Review Process THE FORM 990 WAS PREPARED IN COORDINATION WITH MANAGEMENT OF THE ORGANIZATION AND WAS REVIEWED WITH THE BOARD OF TRUSTEES PRIOR TO SUBMISSION. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts AS REQUIRED BY THE FUND'S POLICY AND BY ERISA, OFFICERS, DIRECTORS, AND KEY EMPLOYEES HAVE A CONTINUOUS OBLIGATION TO REPORT POTENTIAL CONFLICTS OF INTEREST. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available NO DOCUMENTS AVAILABLE TO PUBLIC. PARTICIPANTS MAY VIEW DOCUMENTS AT THE FUND OFFICE UPON REQUEST TO THE EXTENT REQUIRED BY LAW. FORM 990, PART VII, SECTION A COMPENSATION AND BENEFITS REPORTED IN PART VII, SECTION A, COLUMNS E AND F AND SCHEDULE J, PART II ARE PAID TO INDIVIDUALS LISTED IN THEIR CAPACITY AS DIRECTORS OF AFFILIATED PENSION, ANNUITY, VACATION, WELFARE, AND IATSE STAFF RETIREMENT FUNDS WHERE THEY WORK 40 HOURS PER WEEK. COMPENSATION AND BENEFITS ARE PAID BY THE PENSION FUND WITH REIMBURSEMENTS FROM EACH ENTITY BASED ON ESTIMATED BENEFIT RECEIVED. IATSE NATIONAL PENSION FUND 417 FIFTH AVENUE 3RD FLOOR NEW YORK NY 10016 131849172 TRUST FUND NY 501(A) N/A NA false IATSE ANNUITY FUND 417 FIFTH AVENUE 3RD FLOOR NEW YORK NY 10016 133088691 TRUST FUND NY 501(A) N/A NA false IATSE NATIONAL VACATION FUND 417 FIFTH AVENUE 3RD FLOOR NEW YORK NY 10016 237345994 TRUST FUND NY 501(C)(9) N/A NA false false false false false false false false false false false true false false true true true false false false SCHEDULE R, PART II, III AND IV CERTAIN TRUSTEES LISTED ON FORM 990 PART VII, SECTION A, SERVE AS VOLUNTEERS AND DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION OR ANY RELATED ORGANIZATION IN THEIR CAPACITY AS TRUSTEES OF THIS ORGANIZATION.THE INFORMATION DISCLOSED ON THE ATTACHED SCHEDULE OF RELATED PARTIES IS THAT WHICH WAS AVAILABLE TO THIS ORGANIZATION AT THE TIME OF THIS FILING.