2015-06-18T17:30:18-05:00 2014-09-30 BOND BEEBE PC 4600 EAST-WEST HIGHWAY SUITE 900 BETHESDA MD 208143423 990 2013-10-01 366562520 NATIONAL IAM BENEFIT TRUST FUND % THE FUND NATI 2027858148 1300 Connecticut Ave NW Suite 300 Washington DC 200361703 THOMAS MITCHELL CO-CHAIRMAN 2027858148 2015-06-15 true MARK BUCKBERG P01066025 2027858148 2013 2016-03-07 17:11:31Z Thomas Mitchell 1300 CONNECTICUT AVE NW WASHINGTON DC 20036 72738249 false X www.IAMBTF.org X 1973 DC To provide health, welfare, vision, and dental benefits to eligible participants and their dependents. 6 0 14 0 0 0 0 61761067 67293315 1350256 1654838 876734 1225563 63988057 70173716 0 0 54121821 58852176 1315801 1562674 0 0 0 3669212 4185548 59106834 64600398 4881223 5573318 70244331 77810114 3882684 3888573 66361647 73921541 To provide health, welfare, vision, and dental benefits to eligible participants and their dependents. false false Provided health, welfare, vision, and dental benefits to eligible participants and their dependents. 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 5 0 true 14 true false false false false false false X 6 0 false false true false false false false true true false false true true true true true true false false false X THE FUND 2027858148 1300 CONNECTICUT AVE NW STE 300 WASHINGTON DC 20036 X DORA CERVANTES UNION TRUSTEE 1.0 40.0 X 0 207436 36343 Phil Gruber Union Trustee (former) 1.0 40.0 X 0 215797 37013 Thomas Mitchell Employer Trustee 1.0 40.0 X 0 0 0 William M Muth Employer Trustee 1.0 40.0 X 0 0 0 Alfred Nelson Employer Trustee/CO-CHAIRMAN 1.0 40.0 X 0 0 0 Robert Roach Jr Union Trustee/CO-CHAIRMAN 1.0 40.0 X 0 253522 22183 LYNN TUCKER UNION TRUSTEE 1.0 40.0 X 0 235405 36529 Steve Sleigh Fund Director 5.0 35.0 X 0 459903 63279 Constance DeFrance Managing Director 40.0 0.0 X 166657 0 30059 Steven Lostoski Assistant Managing Director 40.0 0.0 X 145092 0 31154 311749 1372063 256560 2 false true false CIGNA 900 Cottage Grove Road BLOOMFIELD CT 06002 CLAIMS PROCESSING 2346965 Delta Dental ONE Delta Drive MECHANICSBURG PA 17055 CLAIMS PROCESSING 317576 The Segal Company 1920 N Street NW WASHINGTON DC 20036 CONSULTING 252125 3 0 EMPLOYER CONTRIBUTIONS 525100 66509153 66509153 PARTICIPANT CONTRIBUTIONS 525100 784162 784162 67293315 1003371 1003371 0 0 0 0 0 3216000 2564533 651467 651467 651467 0 0 0 STOP LOSS INSURANCE PROCEEDS 525100 1097401 1097401 REIMBURSEMENTS FROM IAM NATL PENSION FD 900099 128162 128162 1225563 70173716 68518878 1654838 0 0 0 58852176 0 0 1108311 120666 250894 82803 0 69552 31461 0 0 5000 3112915 0 119906 40054 0 145419 20637 0 8777 0 0 12152 51180 ACA FEES 369949 SHARED OFFICE EXPENSE 186126 EDUCATION EXPENSE 10282 MISCELLANEOUS EXPENSE 2138 64600398 436234 1322268 0 12291540 0 0 392056 549021 0 0 0 0 0 0 0 0 27468 37233 873488 632243 40383 241245 69348190 63247910 0 0 0 0 0 0 0 120897 70244331 77810114 1546621 1099071 0 0 921870 344953 0 0 0 0 0 0 0 0 0 0 1414193 2444549 3882684 3888573 X 66361647 73921541 0 0 0 0 66361647 73921541 70244331 77810114 5573318 1986576 X X false true X true false 178074 169322 8752 695414 462921 232493 241245 0 OUTSTANDING CHECKS - BENEFIT ACCT. 1960961 TRANSITIONAL REINSURANCE CONTRIB. 483588 2444549 X 72155292 1986576 1986576 70168716 5000 5000 70173716 64595398 64595398 5000 5000 64600398 PART X, LINE 2 - FIN 48 FOOTNOTE - UNCERTAIN TAX LIABILITY: Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the organization 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 September 30, 2014 there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure 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. X false false false DORA CERVANTES UNION TRUSTEE 0 201339 6097 0 8317 0 28026 0 243779 0 0 Phil Gruber Union Trustee (former) 0 199256 16541 0 8890 0 28123 0 252810 0 0 Robert Roach Jr Union Trustee/CO-CHAIRMAN 0 243765 9757 0 9751 0 12432 0 275705 0 0 LYNN TUCKER UNION TRUSTEE 0 222256 13149 0 8890 0 27639 0 271934 0 0 Steve Sleigh Fund Director 0 458355 1548 0 42830 0 20449 0 523182 0 0 Constance DeFrance Managing Director 165264 0 1393 20464 0 9595 0 196716 0 0 0 Steven Lostoski Assistant Managing Director 144678 0 414 10705 0 20449 0 176246 0 0 0 Part VI, Section A, Line 4 - SIGNIFICANT CHANGES TO GOVERNING DOCUMENT: the Trustees amended the Trust Agreement to change the lead union and employer Trustee titles from Secretary and Chairman to Co-Chairmen in various sections of the agreement. Part VI, Section B, Line 11B - REVIEW PROCESS OF FORM 990: The Form 990 was provided to the Fund Office which provided it to the Board of Trustees for their review prior to its filing. Part VI, Section B, Line 12c - Conflict of Interest Policy Compliance: 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. Part VI, Section B, Line 15 - COMPENSATION REVIEW PROCESS: 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. Part VI, Section C, Line 19 - AVAILABILITY OF GOVERNING DOCUMENTS & F/S: Participants can request copies of the documents or review the documents at the fund office. Part XII, Line 2(C) - committee oversight on audit process & selection: The review process is unchanged from the prior year. 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