DELTA PILOTS MEDICAL TRUST: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: DELTA PILOTS MEDICAL TRUST (EIN 36-6791917)
Tax period: 2010-07-01 to 2011-06-30
Filed: 2012-04-24
IRS object ID: 201201169349300805
Schema version: 2010v3.4
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule D
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-04-24T08:38:59-07:00	Timestamp
Tax Period End Date	2011-06-30	TaxPeriodEndDate
Return Type	990	ReturnType
Tax Period Begin Date	2010-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	366791917	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	DELTA PILOTS MEDICAL TRUST	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	DELT	NameControl
Phone	4047152600	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1030 Delta Blvd	AddressLine1
Address Line2	Dept 216	AddressLine2
City	Atlanta	City
State	GA	State
ZIP Code	30354	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Robert Kight	Name
Title	VP-Global HR Svcs & Labor Relations	Title
Phone	4047152400	Phone
Date Signed	2012-04-24	DateSigned

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	Robert L Kight	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	1030 Delta Blvd	AddressLine1
Address Line2	Dept 216	AddressLine2
City	Atlanta	City
State	GA	State
ZIP Code	30354	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	41448427	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c	X	Organization501c
Web Site	www.delta.com	WebSite
Type Of Organization Trust	X	TypeOfOrganizationTrust
Year Formation	1984	YearFormation
State Legal Domicile	GA	StateLegalDomicile
Activity Or Mission Description	Disburse payments on behalf of participants related to medical, dental, mental health and prescription drugs.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	10	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	10	NbrIndependentVotingMembers
Total Nbr Employees	0	TotalNbrEmployees
Total Nbr Volunteers	0	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	0	ContributionsGrantsPriorYear
Contributions Grants Current Year	0	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	20424485	ProgramServiceRevenuePriorYear
Program Service Revenue CY	41443049	ProgramServiceRevenueCY
Investment Income Prior Year	53484	InvestmentIncomePriorYear
Investment Income Current Year	5378	InvestmentIncomeCurrentYear
Other Revenue Prior Year	0	OtherRevenuePriorYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	20477969	TotalRevenuePriorYear
Total Revenue Current Year	41448427	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	0	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	27777380	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	37449660	BenefitsPaidToMembersCY
Salaries Etc Prior Year	0	SalariesEtcPriorYear
Salaries Etc Current Year	0	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	1558350	OtherExpensePriorYear
Other Expenses Current Year	1266092	OtherExpensesCurrentYear
Total Expenses Prior Year	29335730	TotalExpensesPriorYear
Total Expenses Current Year	38715752	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-8857761	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	2732675	RevenuesLessExpensesCY
Total Assets BOY	4353219	TotalAssetsBOY
Total Assets EOY	7037695	TotalAssetsEOY
Total Liabilities BOY	3256671	TotalLiabilitiesBOY
Total Liabilities EOY	3208472	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	1096548	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	3829223	NetAssetsOrFundBalancesEOY
Mission Description	Disburse payments on behalf of participants related to medical, dental, mental health and prescription drugs.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	38715752	Expense
Revenue	41448427	Revenue
Description	Health Insurance Program: Medical, mental health, prescription drugs, and dental benefits paid to, or on behalf of participants under the Delta Pilots Medical Plan for the year ended June 30, 2010. The approximate number of participants in the plan as of June 30, 2010 is 9,508. (0 members)	Description
Total Of Other Program Service Exp	0	TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt	0	TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev	0	TotalOfOtherProgramServiceRev
Total Program Service Expense	38715752	TotalProgramServiceExpense
Described In501 C3	0	DescribedIn501C3
Schedule B Required	0	ScheduleBRequired
Political Activities	0	PoliticalActivities
Subject To Proxy Tax	0	SubjectToProxyTax
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	0	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	0	TermOrPermanentEndowments
Report Land Bldg Equip	0	ReportLandBldgEquip
Report Invest Oth Securities	0	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	0	ReportOtherAssets
Report Other Liabilities	1	ReportOtherLiabilities
Report Fin48 Footnote	1	ReportFin48Footnote
Independent Audit Financial Stmt	1	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	1	ConsolidatedAuditFinancialStmt
School	0	School
Foreign Office	0	ForeignOffice
Foreign Activities	0	ForeignActivities
More Than5000 K To Organizations	0	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	0	ProfessionalFundraising
Fundraising Activities	0	FundraisingActivities
Gaming	0	Gaming
Hospital	0	Hospital
Grants To Organizations	0	GrantsToOrganizations
Grants To Individuals	0	GrantsToIndividuals
Schedule J Required	0	ScheduleJRequired
Tax Exempt Bonds	0	TaxExemptBonds
Loan To Officer Or DQP	0	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	0	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	0	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	0	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	0	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	0	RelatedEntity
Related Org Controlled Entity	0	RelatedOrgControlledEntity
Transaction Related Entity	0	TransactionRelatedEntity
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	0	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	0	NumberOfEmployees
Unrelated Business Income	0	UnrelatedBusinessIncome
Foreign Financial Account	0	ForeignFinancialAccount
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	10	NbrVotingGoverningBodyMembers
Number Independent Voting Members	10	NumberIndependentVotingMembers
Family Or Business Relationship	0	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	0	MembersOrStockholders
Election Of Board Members	0	ElectionOfBoardMembers
Decisions Subject To Approval	0	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	0	LocalChapters
Form990 Provided To Governing Body	0	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	0	ConflictOfInterestPolicy
Whistleblower Policy	0	WhistleblowerPolicy
Document Retention Policy	0	DocumentRetentionPolicy
Compensation Process CEO	0	CompensationProcessCEO
Compensation Process Other	0	CompensationProcessOther
Investment In Joint Venture	0	InvestmentInJointVenture
States Where Copy Of Return Is Filed	GA	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	Delta Air Lines Inc	BusinessNameLine1
Business Name Line2	Corporate Benefits Department	BusinessNameLine2

Field	Value	IRS element (for citing)
Telephone Number	4047152600	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	1030 Delta Blvd	AddressLine1
Address Line2	Dept 837	AddressLine2
City	Atlanta	City
State	GA	State
ZIP Code	30354	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (11 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Institutional TrusteeInstitutionalTrustee
Robert L Kight
Chairman Admin Comm, Member Invest Comm	1	X	0	0	0
Paul Jacobson
Chairman Invest Comm	1	X	0	0	0
Christopher M Collins
Member Admin Comm	1	X	0	0	0
Gregory s Tahvonen
Member Admin Comm	1	X	0	0	0
Anthony Charaf
Member Invest Comm	1	X	0	0	0
Sandy P Gordon
Member Invest Comm	1	X	0	0	0
Gail Grimmet
Member Invest Comm	1	X	0	0	0
Kiko Harvey
Member Invest Comm	1	X	0	0	0
Nathaniel Pieper
Member Invest Comm	1	X	0	0	0
Beverly Hord
Member Admin Subcomm	1	X	0	0	0
JP Morgan Chase
Trustee	1		8000	0	0	X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	8000	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	0	TotalOtherCompensation
Number Individuals GT100 K	0	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	0	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources
Number Of Contractors GT100 K	0	NumberOfContractorsGT100K
Total Contributions	0	TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	Unrelated Business RevenueUnrelatedBusinessRevenue	ExclusionExclusionAmount
Employers Contribution	900099	26923519	26923519	0	$0
Employee Contributions	900099	14519530	14519530	0	$0

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Field	Value	IRS element (for citing)
Total Program Service Revenue	41443049	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	5352	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$5,352	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	0	Real
Personal	0	Personal

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	26	Securities
Other	0	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	0	Securities
Other	0	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	26	Securities
Other	0	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	26	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$26	ExclusionAmount

Field	Value	IRS element (for citing)
Total Other Revenue	0	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	41448427	TotalRevenueColumn
Related Or Exempt Function Income	41443049	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$5,378	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	37449660	Total
Program Services	37449660	ProgramServices

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	784666	Total
Program Services	784666	ProgramServices

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	19000	Total
Program Services	19000	ProgramServices

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	462426	Total
Program Services	462426	ProgramServices

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	38715752	Total
Program Services	38715752	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	994306	BOY
EOY	4547927	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	3358913	BOY
EOY	2489768	EOY

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	0	BOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	4353219	BOY
EOY	7037695	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	328912	BOY
EOY	332047	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	2927759	BOY
EOY	2876425	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	3256671	BOY
EOY	3208472	EOY

Field	Value	IRS element (for citing)
Do Not Follow SFAS117	X	DoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

Field	Value	IRS element (for citing)
BOY	1096548	BOY
EOY	3829223	EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1096548	BOY
EOY	3829223	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	4353219	BOY
EOY	7037695	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	2732675	ReconcilationRevenueExpenses
Reconcilation Other Changes	0	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited
Audit Committee	1	AuditCommittee
Financial Statement Separate	X	FinancialStatementSeparate
Federal Grant Audit Required	0	FederalGrantAuditRequired

Schedule D IRS990ScheduleD

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	Benefit Claims Payable	Description
Amount	$2,876,425	Amount

Field	Value	IRS element (for citing)
Total Of Amounts	2876425	TotalOfAmounts
Total Revenue	41448427	TotalRevenue
Total Expenses	38715752	TotalExpenses
Excess Or Deficit For Year	2732675	ExcessOrDeficitForYear
Net Unrealized GL On Investments	0	NetUnrealizedGLOnInvestments
Donated Services And Facilities	0	DonatedServicesAndFacilities
Investment Expenses	0	InvestmentExpenses
Prior Period Adjustments	0	PriorPeriodAdjustments
Other	$0	OtherAmount
Total Adjustments	0	TotalAdjustments
Excess Or Deficit Per FS	2732675	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	41448427	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	0	NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities	0	DonatedSrvcAndUseOfFacilities
Recoveries Of Prior Year Grants	0	RecoveriesOfPriorYearGrants
Other Revenues	0	OtherRevenues
Revenue Not Rptd F990	0	RevenueNotRptdF990
Revenue Subtotal	41448427	RevenueSubtotal
Investment Expenses Not Included	0	InvestmentExpensesNotIncluded
Other Revenues Not Included	0	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	0	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	41448427	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	38715752	TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities	0	DonatedServicesUseOfFacilities
Prior Year Adjustments	0	PriorYearAdjustments
Losses Reported	0	LossesReported
Other Expenses Included	0	OtherExpensesIncluded
Expenses Not Rptd F990	0	ExpensesNotRptdF990
Expenses Subtotal	38715752	ExpensesSubtotal
Investment Expenses Not Included2	0	InvestmentExpensesNotIncluded2
Other Expenses Not Included	0	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	0	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	38715752	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
SchD_P10_S00_L00	Schedule D, Part X	The Other Liability, noted here encompasses the benefit claims payable, which is made up of the IBNR and Insurance Premiums Payable.
SchD_P10_S00_L02	Schedule D, Part X, Line 2	Effective July 1, 2009, the Plan recognizes that tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained upon examination by the taxing authority, based on the technical merits of the position. The Plan is exempt from federal and state income taxes under Section 501(a) of the Internal Revenue Code. Tax years that remain subject to examination by major tax jurisdictions date back to the year ending June 30, 2007. All federal and state income tax positions taken or anticipated to be taken in the income tax returns are attributable to the plan sponsor and not the Plan. As of June 30, 2011, there are no known items which would result in a material accrual related to where the Plan has federal or state attributable tax positions.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
F990_P06_S0B_L11b	Form 990, Part VI, Section B, Line 11b	The Form 990 is completed each year by Delta Air Lines, Inc's Corporate Benefits Department. An Analyst enters all information and gathers the necessary files and schedules for support. The return goes through two levels of managerial review; and then the return is reviewed with the Principal Officer prior to signing the return.
F990_P06_S0C_L19	Form 990, Part VI, Section C, Line 19	The financial statements of the Delta Pilots Medical Trust are made available to the public upon request.