2014-11-14T09:39:19-06:00 2013-12-31 341945695 SS&G INC 32125 SOLON ROAD SOLON OH 441392284 990 2013-01-01 341388262 VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION VOLU 2162618414 26301 CURTISS-WRIGHT PARKWAY NO 105 RICHMOND HTS OH 44143 JOHN T GRIGSBY JR CHAIRMAN 2162618414 2014-10-07 1 KENNETH L LEVINE P00036481 4402488787 2014-10-07 2013 2015-11-30 17:44:51Z JOHN T GRIGSBY JR 26301 CURTISS-WRIGHT PARKWAY NO 105 RICHMOND HTS OH 44143 17600719 0 X N/A X VBA 1983 OH TO PROVIDE HEALTH AND DEATH BENEFITS TO RETIREES OF WHITE MOTOR CORPORATION. 5 4 0 1 0 0 0 0 344199 171847 1224993 2473431 0 0 1569192 2645278 0 0 3084482 3330070 47515 48840 0 0 0 438555 460816 3570552 3839726 -2001360 -1194448 22423829 22945386 56029 83234 22367800 22862152 TO PROVIDE HEALTH BENEFITS AND DEATH BENEFITS TO RETIREES OF WHITE MOTOR CORPORATION. 0 0 TO PROVIDE HEALTH BENEFITS AND DEATH BENEFITS 0 0 0 0 0 0 0 0 0 0 1 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 0 0 0 1 4 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 X JANIS L BAIR 2162618414 26301 CURTISS-WRIGHT PARKWAY 105 RICHMOND HTS OH 44143 JOHN T GRIGSBY JR BENEFITS COMMITTEE CHAIR 2.00 X X 22720 0 0 DONALD LONGNECKER BENEFITS COMMITTEE MEMBER 1.00 X 8580 0 0 RENEE TURNER BAILEY BENEFITS COMMITTEE MEMBER 1.00 X 0 0 0 CHESTER MUSIEL BENEFITS COMMITTEE MEMBER 1.00 X 7800 0 0 DORIS RERICHA BENEFITS COMMITTEE MEMBER 1.00 X 7800 0 0 WELLS FARGO BANK TRUSTEE 1.00 X 69896 0 0 116796 0 0 0 0 0 0 MILLIMAN ONE PENNSYLVANIA PLAZA 38TH FL NEW YORK NY 10119 ACTUARIAL SERVICES 130135 BENEFITS ADMINISTRATIVE SERVICES 26301 CURTISS-WRIGHT PARKWAY 105 RICHMOND HTS OH 44143 CONTRACT ADMINISTRATION 110764 2 CMS SUBSIDY 525100 140689 140689 PARTICIPANT CONTRIBUTIONS 525100 31158 31158 171847 135236 135236 17293636 14955441 2338195 2338195 2338195 2645278 171847 0 2473431 3330070 48840 24127 39200 69896 320170 7423 3839726 243616 238833 683503 2514252 3089 51776 83409 48645 2283876 2909466 19126336 17182414 22423829 22945386 43920 69946 12109 13288 56029 83234 X 0 0 0 0 22367800 22862152 22367800 22862152 22423829 22945386 -1194448 1688800 0 X X 0 1 X 1 0 0 BLACKROCK EQUITY INDEX FUND CLUSS B 8293934 F BLACKROCK GLOBAL INVESTMENT EXTENDED EQUITY 4860585 F MONTGOMERY U.S.CORE FIXED INCOME FUND 4027895 F 17182414 X 4334078 1688800 1688800 2645278 0 2645278 3839726 0 3839726 0 3839726 PART X, LINE 2: THE TRUST FUNDING THE PLAN HAS RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE DATED JANUARY 22, 1992, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (THE CODE) AS A VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION. THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE CODE TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE CODE AND, THEREFORE, BELIEVES THE RELATED TRUST IS TAX EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2013 AND 2012, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2010. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE SEPARATE COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT OF THE RETURN IS PROVIDED TO THE CHAIR OF THE BENEFITS COMMITTEE FOR REVIEW AND COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST. FORM 990, PART XII, LINE 2C THE AUDIT OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.