2016-10-14T08:46:46-07:00 2015-12-31 Schultheis & Panettieri LLP 210 Marcus Boulevard Hauppauge NY 117883740 990 2015-01-01 237333434 IATSE NATIONAL HEALTH AND WELFARE FUND IATS 2125809092 417 FIFTH AVENUE 3RD FLOOR NEW YORK NY 10016 anne j zeisler Executive Director 2016-10-14 true CAROL WESTFALL P00539069 6312734778 2015 2017-02-10 21:41:12Z 222541872 false false X iatsenbf.org X 1973 NY TO PROVIDE MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 14 14 0 0 0 189015229 216335893 3179404 1298421 3387960 43208 195582593 217677522 0 143819295 162604672 0 0 0 8271069 9443191 152090364 172047863 43492229 45629659 275821612 331044261 16407971 19768322 259413641 311275939 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 11 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 Trustee 1.00 2.00 X 0 0 0 CAROL A LOMBARDINI ESQ Trustee 1.00 2.00 X 0 0 0 DEAN FERRIS THRU 0215 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 0.00 X 0 0 0 SEAN T QUINN Trustee 1.00 2.00 X 0 0 0 JASON LAKS Trustee 1.00 3.00 X 0 0 0 MICHAEL CAMPOLO EFF 0215 Trustee 1.00 2.00 X 0 0 0 ANNE J ZEISLER EXECUTIVE DIRECTOR 26.00 14.00 X 0 331153 36518 RONALD SMITH DIR. OF H.R. 24.00 16.00 X 0 151029 27212 JOEL SEGAL DIR. OF I.T. 24.00 16.00 X 0 173490 28799 MICHAEL FIFE DIR. OF CONTR 18.00 22.00 X 0 171380 28676 john heim DIR. OF finance 20.00 20.00 X 0 185941 29526 SCOTT TRIVIGNO DIR. OF BEN. 24.00 16.00 X 0 158369 27730 1171362 178461 0 false true false EMPIRE BLUE CROSS BLUE SHIELD ONE LIBERTY PLAZA NEW YORK NY 10006 CLAIMS PROCESSING 8000594 PROSKAUER ROSE LLP ELEVEN TIMES SQUARE NEW YORK NY 10036 LEGAL 310521 ADMINISTRATIVE SERVICES ONLY INC 303 MERRICK ROAD SUITE 300 LYNBROOK NY 11563 CLAIMS PROCESSING 266879 DELTA DENTAL OF NEW YORK 1 DELTA DRIVE MECHANICSBURG PA 17055 CLAIMS PROCESSING 443395 THE SEGAL COMPANY 333 WEST 34TH STREET NEW YORK NY 10001 ACTUARIAL CONSULTING 281105 9 0 EMPLOYERS' CONTRIBUTIONS 900099 202365055 202365055 PARTICIPANT CONTRIBUTIONS 900099 13970838 13970838 216335893 1162771 1162771 0 0 0 5000000 4864350 135650 135650 135650 0 0 0 OTHER MISC INCOME 900099 43208 43208 43208 217677522 216379101 1298421 0 0 0 162604672 0 0 0 0 0 0 0 327194 93000 0 0 150331 233103 0 207147 20047 0 0 0 0 0 0 0 618670 0 REIMB ADMINISTRATIVE EXP 7197414 POSTAGE 294616 MERGER EXPENSES 199796 PRINTING 101873 0 172047863 0 0 0 650920 0 13253347 22487595 0 12517457 14414079 0 0 0 0 0 5770239 2984305 1038327 2785934 57142146 71926169 191219415 218473919 0 0 956565 275821612 331044261 907971 216322 3080000 3622000 12420000 15930000 16407971 19768322 X 259413641 311275939 259413641 311275939 275821612 331044261 X 45629659 -3759776 9992415 X false true X true false 5770239 2984305 2785934 2785934 218473919 BENEFIT OBLIGATIONS CURRENTLY PAYABLE 15930000 15930000 213767415 -3759776 -3759776 217527191 150331 150331 217677522 168387532 168387532 150331 3510000 3660331 172047863 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S CHANGE IN BEN. OBLIG. CURRENTLY PAYABLE $3510000 false false false ANNE J ZEISLER EXECUTIVE DIRECTOR 310692 5865 14596 21902 14616 367671 JOEL SEGAL DIR. OF I.T. 167574 3163 2753 14183 14616 202289 john heim DIR. OF finance 178356 3366 4219 14910 14616 215467 MICHAEL FIFE DIR. OF CONTR 165749 3128 2503 14060 14616 200056 RONALD SMITH DIR. OF H.R. 144051 2718 4260 12596 14616 178241 SCOTT TRIVIGNO DIR. OF BEN. 151735 2864 3770 13114 14616 186099 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. Other Changes In Net Assets Or Fund Balances - Other Increases TRANSFER IN OF NET ASSETS FROM MERGER = $9992415 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.