2021-05-11T15:32:43-05:00 2020-06-30 WITHUMSMITHBROWNPC 4600 EAST WEST HWY 900 BETHESDA MD 208143423 990 2019-07-01 136174166 WELFARE FUND OF LOCAL NO ONE IATSE % SCOTT COOL WELF 2122475225 320 WEST 46TH STREET NEW YORK NY 10036 SCOTT COOL DIR. OF FUND ADMIN. 2122475225 2021-05-05 true RICHARD L RUVELSON P00234075 3012726000 2019 2022-09-23 18:48:47Z SCOTT COOL 320 WEST 46TH STREET NEW YORK NY 10036 108484212 false X FUNDONEIATSE.COM X 1965 NY THE FUND'S EXEMPT PURPOSE IS TO PROVIDE INSURANCE COVERAGE FOR MEMBERS EMPLOYED AS THEATRICAL STAGE EMPLOYEES COVERED UNDER A COLLECTIVE BARGAINING AGREEMENT. 6 0 0 0 0 0 0 50948840 41099288 1469953 4695181 3638357 3469551 56057150 49264020 0 0 48276848 47635865 0 0 0 0 0 3001629 3025203 51278477 50661068 4778673 -1397048 55965354 52183043 2795868 2267689 53169486 49915354 X SEE SCHEDULE O. false false PROVIDED CERTAIN HEALTH AND WELFARE BENEFITS TO COVERED EMPLOYEES, INCLUDING ELIGIBLE RETIREES, AND THEIR DEPENDENTS UNDER THE PLAN, WHICH COMPRISE OF MEDICAL, PHARMACY AND PARTICIPANT ASSISTANCE BENEFITS. false false false false false false false false false true false false true false 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 0 0 0 false false false false false false false false X 6 0 true false false false false true false true true false false true true true true true true false false false X SCOTT COOL 2122475225 320 WEST 46TH STREET NEW YORK NY 10036 X JAMES J CLAFFEY JR TRUSTEE/CO-CHAIR 5.0 10.0 X X 0 311291 89205 ROBERT MCDONOUGH TRUSTEE 5.0 10.0 X 0 294722 87487 ROBERT SCORE TRUSTEE 5.0 10.0 X 0 260265 79310 SCOTT COOL DIR.OF FUND ADMINISTRATION 18.0 22.0 X 0 244012 59427 CHRISTOPHER BROCKMEYER TRUSTEE/CO-CHAIR 1.7 3.3 X X 0 0 0 JILL BOYD TRUSTEE 1.7 3.3 X 0 0 0 SEAN QUINN TRUSTEE 1.7 3.3 X 0 0 0 0 1110290 315429 0 false true false AETNA LIFE INSURANCE COMPANY 151 FARMINGTON AVENUE HARTFORD CT 06156 PLAN ADMINISTRATOR 1394874 SEGAL COMPANY 333 WEST 34TH STREET NEW YORK NY 10001 ACTUARIAL SERVICES 172728 EXPRESS SCRIPTS 1 EXPRESS WAY ST LOUIS MO 63121 PRESCRIPTION SVCS. 127328 PROSKAUER ROSE LLP 11 TIMES SQUARE NEW YORK NY 100368299 LEGAL SERVICES 103320 4 0 EMPLOYERS CONTRIBUTIONS 525100 36497984 36497984 PARTICIPANTS CONTRIBUTIONS 525100 4170423 4170423 RETIREES CONTRIBUTIONS 525100 430881 430881 41099288 996683 996683 0 0 0 0 0 62918690 59220192 3698498 3698498 3698498 0 0 0 0 0 0 0 0 0 SETTLEMENTS & REBATES 900099 3073556 3073556 SUBSIDIES 900099 395995 395995 3469551 49264020 44568839 4695181 0 0 0 47635865 0 0 0 0 0 0 0 164381 50161 0 0 66428 1787179 0 74816 0 0 0 0 0 0 0 0 17701 14765 ALLOCATED ADMIN EXPENSES 762497 CHEMICAL DEPENDENCE PROGRAM 75000 EXCISE TAXES 10719 WELLNESS CENTER 1556 50661068 3486215 5004868 0 0 0 0 7317855 4385409 0 0 0 0 0 0 0 0 11949 11949 364314 185491 170257 178823 44863131 36305057 0 0 0 0 0 0 115947 6296937 55965354 52183043 663764 808376 0 0 1339929 1459313 0 0 0 0 0 0 0 0 0 0 792175 0 2795868 2267689 X 53169486 49915354 0 0 53169486 49915354 55965354 52183043 -1397048 -1857084 X false true X true false 175367 69189 106178 144454 71809 72645 44493 44493 0 178823 ACCRUED INTEREST & DIVIDENDS 67456 DUE FROM PENSION FUND 139625 DUE FROM INVESTMENT BROKER 6089856 6296937 0 0 X 47340508 -1857084 -1857084 49197592 66428 66428 49264020 50594640 50594640 66428 66428 50661068 PART X, LINE 2 - FIN 48 FOOTNOTE: Accounting principles generally accepted in the United States of America require management to evaluate income tax positions taken 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 June 30, 2020 there are no uncertain positions taken or expected to be taken that would require recognition 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. In addition, there have been no tax related interest or penalties for the periods presented in these financial statements. false false false JAMES J CLAFFEY JR TRUSTEE/CO-CHAIR 0 311291 0 58143 0 31062 0 400496 0 0 ROBERT MCDONOUGH TRUSTEE 0 294722 0 57436 0 30051 0 382209 0 0 ROBERT SCORE TRUSTEE 0 260265 0 52873 0 26437 0 339575 0 0 SCOTT COOL DIR.OF FUND ADMINISTRATION 0 236012 8000 0 22285 0 39794 0 306091 0 0 SCH J, PART II THE FUND ADMINISTRATOR IS COMPENSATED BY A RELATED ORGANIZATION WHOM ESTABLISHES THE COMPENSATION FOR THE FUND ADMINISTRATOR. PART III, LINE 1 THE FUND'S EXEMPT PURPOSE IS TO PROVIDE MEDICAL, PHARMACY AND PARTICIPANT ASSISTANCE BENEFITS TO PARTICIPANTS (AND THEIR BENEFICIARIES) EMPLOYED AND ELIGIBLE RETIREES PURSUANT TO COLLECTIVE BARGAINING AGREEMENTS BETWEEN THEATRICAL PROTECTIVE UNION LOCAL NO. ONE AND VARIOUS EMPLOYERS. PART VI, SECTION A, LINE 2 BUSINESS RELATIONSHIPS: UNION TRUSTEES JAMES J CLAFFEY JR, ROBERT SCORE, AND ROBERT MCDONOUGH HAVE A BUSINESS RELATIONSHIP THROUGH THE THEATRICAL PROTECTIVE UNION LOCAL NO. ONE. PART VI, SECTION A, LINE 7A MEMBERS, STOCKHOLDERS, OR OTHER PERSONS WHO HAD THE POWER TO ELECT MEMBERS OF THE GOVERNING BODY: ONE EMPLOYER TRUSTEE SHALL BE DESIGNATED JOINTLY BY THE LEAGUE OF AMERICAN THEATRES AND PRODUCERS, INC AND THE SHUBERT THEATRE ORGANIZATION, ONE EMPLOYER TRUSTEE SHALL BE DESIGNATED BY A DULY AUTHORIZED REPRESENTATIVE OF THE METROPOLITAN OPERA ASSOCIATION INC, AND ONE EMPLOYER TRUSTEE SHALL BE DESIGNATED BY THE THREE MAJOR NEW YORK METROPOLITAN AREA TELEVISION NETWORKS, NAMELY, ABC, CBS AND NBC. THE THREE UNION TRUSTEES SHALL BE DESIGNATED BY THE UNION. PART VI, SECTION B, LINE 11B REVIEW PROCESS OF FORM 990: THE FORM 990 IS PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANCY FIRM THAT SUBMITS A DRAFT COPY OF THE FORM 990 TO THE FUND'S GOVERNING BODY AND FUND ADMINISTRATOR. UPON COMPLETION OF THE FORM 990 DRAFT COPY BY THE GOVERNING BODY AND FUND ADMINISTRATOR, ALL QUESTIONS OR COMMENTS ARE DIRECTED BACK TO THE INDEPENDENT CPA FIRM FOR RESPONSE AND APPROPRIATE REVISIONS. A FINAL COPY OF THE FORM 990 IS THEN SUBMITTED BACK TO THE FUND'S GOVERNING BODY AND FUND ADMINISTRATOR FOR FINAL REVIEW AND APPROVAL OF THE ELECTRONIC FILING OF THE RETURN. PART VI, SECTION B, LINE 12C COMPLIANCE AND MONITORING OF CONFLICT OF INTEREST POLICY: THE FUND'S CONFLICT OF INTEREST POLICY IS APPLICABLE TO ALL TRUSTEES, THE DIRECTOR OF FUND ADMINISTRATION AND ANY OTHER EMPLOYEES OF THE FUNDS WHO HAVE A DIRECT OR INDIRECT FINANCIAL INTEREST. ANY COVERED PERSON THAT HAS A CONFLICT OF INTEREST MUST DISCLOSE ITS EXISTENCE SOON AS POSSIBLE TO BE ADDRESSED BY THE BOARD OF TRUSTEES. IF ANY TRUSTEE HAS SUCH A CONFLICT, THEY SHALL DISCLOSE AND NOT TAKE PART IN THE PROCESS OF VOTING WHETHER THE TRANSACTION IS IN THE FUND'S BEST INTEREST. EACH TRUSTEE AND EMPLOYEE SHALL SIGN A STATEMENT WHICH AFFIRMS THEY HAVE RECEIVED A COPY, READ & UNDERSTAND AND AGREES TO COMPLY WITH THE POLICY. COMPLIANCE WITH THE POLICY IS MONITORED AT REGULARLY SCHEDULED TRUSTEE MEETINGS. PART VI, SECTION C, LINE 19 AVAILABILITY OF GOVERNING DOCUMENTS, POLICIES AND FINANCIALS: ALL DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AND BY APPOINTMENT AT THE FUND OFFICE. PART XII, LINE 2C OVERSIGHT OF THE AUDIT OF ITS FINANCIALS AND SELECTION OF AN INDEPENDENT ACCOUNTANT: THERE HAS BEEN NO CHANGE IN THE PROCESS. ANNUITY FUND OF LOCAL NO ONE IATSE 320 WEST 46TH STREET NEW YORK NY 10036 133022965 ANNUITY PLAN NY 501(A) false PENSION FUND OF LOCAL NO ONE IATSE 320 WEST 46TH STREET NEW YORK NY 10036 136414973 PENSION PLAN NY 501(A) false BOARD OF TTEES OF WELFARE FUND OF LOCAL 320 WEST 46TH STREET NEW YORK NY 10036 PLAN SPONSOR NY false THEATRICAL PROTECTIVE UNION LOCAL NO ONE 360 Productions NA 1540 Productions Ltd NA 4 Wall Lighting NA 92nd Street YM-YWHA NA Accent on Cincinnati Inc NA AEG Management Nassau LLC NA Amalgamated Hosting NA American Broadcasting Company NA American Dance Awards NA Anastasia Musical LLC NA Angel Guardians for the Elderly & Autist NA Apollo Theater NA Artista Scenery NA Audio Resource Group NA Autumn Smile Broadway NA AVIDEO LINK NA BB Prop Services LLC NA Beetlejuice Broadway LLC NA Bernhard Link Theatrical NA Bespoke Theatricals NA Bestek Lighting NA BL Productions NA Black Walnut LLC NA BNG Industries NA BNW Rigging Inc NA BOOH NY Plus LLC NA Capitol Enterprises NA CAPS Payroll NA Carnegie Hall Corporation NA Cast & Crew Production Payroll NA CBS Corporation NA CCMD - Koch Theater NA CCR Solutions NA Chelsea Distribution Group NA Circle In The Square NA City Parks Foundation NA City University of New York NA Conde Nast NA Creative News Group NA Crew You Inc NA David Productions NA Designatronix NA Dynamic Productions USA NA East Coast Staging NA Entertainment Partners NA Escape On Tour LLC NA Essay Video LLC NA Event Resource Professionals NA Eventlights Inc NA Extreme Reach Crew Services Inc NA F&D Productions Main NA Falsettos Touring LLC NA Fox Television Station NA Gary A Sequel LLC NA Gimme Dat Money NA Gotham Scenic LLC NA Green League Productions LLC NA GSBMF LLC NA Hamilton Uptown LLC NA Hard Rock Cafe NA Harlem Stage NA Hudson Scenic Studio Inc NA Hudson Theatre LLC NA Hudson Theatrical Assoc NA In Production NA In Residence on Broadway LLC NA JAB II NA Jazz at Lincoln Center NA Joyce Theater Foundation NA JP Morgan Chase NA Jujamcyn Theatre NA King Kong Broadway LLC NA Lamington Creative LLC NA Legacy Scenic Productions NA Lehman Center for Performing Arts NA Lincoln Center NA Lincoln Center Theater NA Live Nation NY NA Long Island Federation of Labor NA Lyric Theatre NA Madison Square Garden NA Magic Space Entertainment NA Manhattan Theatre Club NA Manthattan School of Music NA Metropolitan Opera NA Michael Scricca Design NA Molloy College NA MRB Musical LLC NA Munchkinland Productions LP NA National Broadcasting Company NA National Yiddish Theatre Folksbiene Inc NA Nationwide Expo NA Nederlander Organization NA New Victory Theatre NA New York City Dance Alliance NA New York City LITES NA New York Philharmonic NA New York Stage Show Inc NA NMR Staging NA Northeast Stage NA NY City Center Inc NA NY Shakespeare Festival NA Nyack College NA Pace University NA Pier Productions and Entertainment NA Playstation Theater NA Premiere Stage Productions NA PRG SHOWPAY NA Pro X Event NA Professional Theatrical Services LLC NA Promosa USA NA PSAV National Operations NA PSAV Presentation Services NA Randall Audio Works LLC NA Rigging Dynamics Inc NA ROA OB LLC NA Rob Ross Design Inc NA Roundabout Theatre Company NA Scenic Technologies NA Scharff Weisberg Lighting NA Second Stage Theatre NA Showcall Inc NA Showman Fabricators NA Showtime on the Piers NA Shubert Organization NA Sing Street Broadway LLC NA Silverback Productions NA Something Rotten LLC NA Sound Associates NA St George Theater NA Stage 29 Productions NA Stage Call Inc NA Stageco US Inc NA Strohmeier Lighting Inc NA Tech TV Managers NA Texas Scenic Company Inc NA TH Productions NA The Color Purple On Tour LLC NA The Kaufman Center NA The Lighting Design Group NA The MUNY NA The New Group NA The Once on This Island LLC NA The Shed NYC LLC NA The Yiddler Company LLC NA Theatrical Resources NA Theatrical Ventures Inc NA Thirteen Productions LLC NA Top Dog Spotlighting Inc NA Top Knotch Productions Inc NA Town Hall Foundation Inc NA Training Education & Technology NA United Stage Associates NA Universal Audio Visual Solutions NA Unlimited Productions NA Westchester Community College NA WPIX Inc NA Zambrana Productions NA false false false false false false false false false false false false false true true true false false true