2025-11-14T12:06:17-06:00 2024-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2024-01-01 366562520 NATIONAL IAM BENEFIT TRUST FUND NATI 2027858148 99 M STREET SE 600 WASHINGTON DC 200034595 YOLANDA D MONTGOMERY EXECUTIVE DIRECTOR 2027858148 2025-11-14 1 0 PETER P OSMAN CPA P00366693 2023319880 2025-11-08 X 2024 2025-03-06 01:10:19Z YOLANDA D MONTGOMERY 99 M STREET SE 600 WASHINGTON DC 200034595 144406798 0 X WWW.IAMBTF.ORG X 1973 DC TO PROVIDE HEALTH, WELFARE, VISION AND DENTAL BENEFITS TO ELIGIBILE PARTICIPANTS AND THEIR DEPENDENTS ESTABLISHED UNDER A COLLECTIVE BARGAINING AGREEMENT BETWEEN VARIOUS EMPLOYERS AND THE INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS, AFL-CIO AND AFFILIATED IAM LOCAL AND IAM DISTRICT LODGES. 6 0 19 0 0 0 0 0 124421641 129333326 989838 2038932 6849 9612 125418328 131381870 0 0 123269833 129301612 2491881 3521357 0 0 0 10454802 9276426 136216516 142099395 -10798188 -10717525 95251772 91300744 2101077 3782375 93150695 87518369 X TO PROVIDE HEALTH, WELFARE, VISION AND DENTAL BENEFITS TO ELIGIBILE PARTICIPANTS AND THEIR DEPENDENTS ESTABLISHED UNDER A COLLECTIVE BARGAINING AGREEMENT BETWEEN VARIOUS EMPLOYERS AND THE INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS, AFL-CIO AND AFFILIATED IAM LOCAL AND IAM DISTRICT LODGES. 0 0 TO PROVIDE HEALTH, WELFARE, VISION AND DENTAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 6 0 1 19 1 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X THE ORGANIZATION 2027858148 99 M STREET SE 600 WASHINGTON DC 200034595 DORA H CERANTES CO-CHAIRMAN 1.00 40.00 X 0 312448 113538 SAM CICINELLI TRUSTEE 1.00 40.00 X 0 290070 123464 AMY KEHOE CO-CHAIRMAN 1.00 X 0 0 0 JONATHAN JONES TRUSTEE 1.00 X 0 0 0 THOMAS C MARTIN TRUSTEE 1.00 X 0 286640 114962 YOLANDA D MONTGOMERY EXECUTIVE DIRECTOR 10.00 30.00 X 0 398916 40081 EMILY C NOVAK DIRECTOR 40.00 0.00 X 130330 0 21770 TANIA PETERSON ELIGIBILITY MANAGER 40.00 0.00 X 115312 0 28172 MONICA FAUNTLEROY MANAGER OPERATIONS 40.00 0.00 X 117455 0 29418 363097 1288074 471405 3 0 1 0 CIGNA 900 COTTAGE GROVE RD BLOOMFIELD CT 06002 CLAIMS PROCESSING 4589781 VITECH SYSTEMS GROUP 401 PARK AVE SOUTH NEW YORK NY 10016 BENEFIT & ADMIN SOFTWARE 2804977 LINEA SOLUTIONS INC 4551 GLENCOR AVE STE 140 MARINA DEL REY CA 90292 CONSULTING 715025 CVS CAREMARK 1 CVS DRIVE WOONSOCKET RI 02895 CLAIMS PROCESSING 435319 DELTA DENTAL ONE DELTA DRIVE MECHANICSBURG PA 17055 CLAIMS PROCESSING 370775 11 EMPLOYER CONTRIBUTIONS 525100 128699771 128699771 PARTICIPANT CONTRIBUTIONS 525100 633555 633555 129333326 63860 63860 15000000 13024928 1975072 1975072 1975072 OTHER INCOME 900099 9612 9612 9612 131381870 129342938 0 2038932 129301612 130330 2486098 258434 466255 180240 73399 152419 263749 5355114 374159 1798948 160981 41018 156955 777947 52943 ACA FEES 38460 BUILDING EXPENSES 30334 142099395 5082401 5881348 2505996 263208 749011 4286709 56644 207766 14458280 1859892 10854666 12598388 76003054 68063325 95251772 91300744 791486 1513451 928895 380696 2268924 2101077 3782375 X 93150695 87518369 0 0 0 0 93150695 87518369 95251772 91300744 -10717525 5085199 0 X X 0 1 X 1 0 14458280 1859892 12598388 12598388 SSGA S&P 500 NL FUND 17553472 F IR+M INTERMEDIATE FUND 26898724 F INVESCO BALANCED RISK FUND 23611129 F 68063325 DUE TO AFFILIATED FUNDS 1930978 DEFERRED COMPENSATION 337946 2268924 X 136203320 5085199 5085199 131118121 263749 263749 131381870 141835646 0 141835646 263749 263749 142099395 PART X, LINE 2: 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 IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. X 0 0 0 YOLANDA D MONTGOMERY EXECUTIVE DIRECTOR 0 398916 0 0 0 0 0 15361 0 24720 0 438997 0 0 DORA H CERANTES CO-CHAIRMAN 0 289313 0 0 0 23135 0 95944 0 17594 0 425986 0 0 SAM CICINELLI TRUSTEE 0 270846 0 0 0 19224 0 87478 0 35986 0 413534 0 0 THOMAS C MARTIN TRUSTEE 0 268594 0 0 0 18046 0 87478 0 27484 0 401602 0 0 EMILY C NOVAK DIRECTOR 130330 0 0 0 0 0 15931 0 5839 0 152100 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT RETURN IS PROVIDED TO THE FUND OFFICE AND THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL COVERED PERSON, 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. FORM 990, PART VI, SECTION B, LINE 15A THE SALARY FOR THE FUND DIRECTOR IS DETERMINED BY THE BOARD OF TRUSTEES. PROCESS IS UNDERTAKEN ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 PARTICIPANTS CAN REVIEW COPIES OF DOCUMENTS OR REVIEW DOCUMENTS AT THE FUND OFFICE. PART XII, LINE 2C THE REVIEW PROCESS IS UNCHANGED FROM THE PRIOR YEAR. IAM NATIONAL PENSION FUND 99 M STREET SE 600 WASHINGTON DC 20003 516031295 PENSION FUND DC 501(A) 0 IAM NATIONAL 401K PLAN 99 M STREET SE 600 WASHINGTON DC 20003 320443423 RETIREMENT PLAN DC 401(A) 0 BOARD OF TRUSTEES OF THE NATIONAL IAM BENEFIT TRUST FUND 99 M STREET SE 600 WASHINGTON DC 20003 366562520 PLAN SPONSOR DC 501(C) 0 AIR TRANSPORT DISTRICT 142 IAM CREST IAM DISTRICT 54 IAM DISTRICT 8 IAM DISTRICT 1 IAM DISTRICT 112 IAM DISTRICT 131 IAM DISTRICT 15 IAM DISTRICT 166 IAM DISTRICT 171 IAM DISTRICT 1888 IAM DISTRICT 2020 IAM DISTRICT 243 IAM DISTRICT 26 IAM DISTRICT 34 IAM DISTRICT 34 - KY IAM DISTRICT 4 IAM DISTRICT 5 IAM DISTRICT 60 IAM DISTRICT 75 IAM DISTRICT 776 IAM DISTRICT 98 IAM DISTRICT W2021 IAM LOCAL 126 IAM LOCAL 1458 IAM LOCAL 2003 IAM LOCAL 2515 IAM LOCAL 519 IAM LOCAL 794 IAM LOCAL 933 NATL FEDERATION OF FEDERAL EMPLOYEES TCUIAM TRAINING SERVICES DEPARTMENT TENNESSEE VALLEY AUTHORITY (TVA) A2M CONSULTING LLC ALUTIIQ COMMERCIAL ENTERPRISES LLC AMENTUM SPACEPORT LLC ASRC COMMUNICATIONS LTD ASRC COMMUNICATIONS LTD - FL CNH INDUSTRIAL LLC CYMSTAR SERVICES LLC DIRECT VIZ SOLUTIONS LLC GEMINI TECH SERVICES LLC GEN 4 SERVICES LLC HOSPITAL HOUSEKEEPING SYSTEMS LLC NAVIGATOR INTERNATIONAL LLC NETCENTRIC TECHNOLOGY LLC SKY WARRIOR FLIGHT TRAINING LLC SKYQUEST AVIATION LLC SONNEBORN LLC SOUTHWEST RANGE SERVICES LLC T & H SERVICES LLC TECNOCAP LLC TITAN FACILITY SERVICE LLC TK&K SERVICES LLC VETERAN ENTERPRISE TECHNOLOGIES LLC YULISTA SUPPORT SERVICES LLC ZIA ENGINEERING & ENVIRONMENTAL CONSULTANTS LLC ABM PARKING SERVICES-NASHVILLE AIRPORT ADVANCED SYSTEMS DEVELOPMENT INC AHOLD USA AKIMA LLC AKRON BRASS COMPANY ALLEN-MITCHELL & CO ALLIED AVIATION-HOUSTON ANDERSON GLOBAL INC ARNOLD ENGINEERING AVIATION TRAINING CONSULTING BALTIMORE TRUCK CENTER INC BARTH INDUSTRIES BCS LIFE SUPPORT BOLANA ENTERPRISES INC BOROUGH OF BELLWOOD BOWHEAD INTEGRATED SUPPORT SERVICES C MARTIN COMPANY INC CAE USA MISSION SOLUTIONS INC CARDINAL POINT CENTRAL RUBBER COMPANY CHENEGA SECURITY AND SUPPORT SOLUTIONS LLC (CS3) CLARKE FIRE PROTECTION INC CLARKE POWER SERVICES INC CLC INC COMMUNITY AMBULANCE SERVICE INC CREATIVE MANAGEMENT TECHNOLOGY (CMTI) CRESLINE PLASTIC PIPE CO CREW TRAINING INTERNATIONAL CS VERTICAL CURTO-LIGONIER FOUNDRY DAIRY CONVEYOR CORPORATION DELAWARE RESOURCE GROUP DELAWARE RESOURCE GROUP - DOVER DELAWARE RESOURCE GROUP III-KC 135 WEST DENMAR SERVICES INC-FORT RUCKER DIVERSE TECHNOLOGY KORPS INC DIVERSIFIED SERVICE CONTRACTING INC DREIS & KRUMP MFG CO DYNCORP E & J TRUCK SERVICES INC EBERHARD MFG ELECTRIC MOTOR SERVICES ERICA LANE ENTERPRISES INC FELINS USA INC FIDELITY TECHNOLOGIES CORPORATION - CHERRY POINT FINKL STEEL FIRST VEHICLE SERVICES FIVE RIVERS SERVICES FLINT & WALLING INC FORMTEK INC FRANK MILLARD AND COMPANY GARDNER MFG GOLDBELT C6 JACOBS TECHNOLOGY INC KELLOGGS SNACKS KENNA HOMES COOPERATIVE CORP KING AEROSPACE KIRA GOVERNMENT SERVICES KOPPERS INDUSTRIES INC L-3 TECHNOLOGIES VERTEX AEROSPACE LB&B ASSOCIATES INC LUKAYVA INC LUSA ASSOCIATES INC M1 SUPPORT SERVICES MAINTHIA TECHNOLOGIES (NASA IMOR) M-B COMPANIES MCGEE AIR SERVICES MCTEAGUEHIGBEE MELGAR FACILITY MAINTENANCE METRO PROFESSIONAL SERVICES MIDWEST MATERIALS MONTAGUE MACHINE CO 'B' MOUNT JOY WIRE CO NATIONAL RIVET MFG CO NEKOOSA CORPORATION NELOGIS NUK USA ORSA TECHNOLOGIES PAE AVIATION AND TECHNICAL SERVICES LLC SOFTWARE PAE JOHNSON SPACE CENTER PINNACLE SOLUTIONS PRAETORIAN STANDARD INC PRECISION MARSHALL STEEL PRESSED METAL CORP ROTHE ENTERPRISES INC RYESON CORP S&K TECHNOLOGIES INC SATELLITE SERVICES INC (SSI) SC JONES SERVICES SCIENCE AND TECHNOLOGY CORPORATION SILGAN CONTAINERS CORP (ROCHELLE) SILGAN WHITE CAP SKOOKUM EDUCATIONAL PROGRAMS SODEXO-MAINE MARITIME ACADEMY SOLUTION ONE INDUSTRIES INC SONORAN TECHNOLOGY & PROFESSIONAL SVCS SPIRAL TECHNOLOGY INCORPORATED STA CONTRACTING INC STANDARD HORSE NAIL SUPERIOR-LIDGERWOOD-MUNDY SYNDETIX INCORPORATED SYSTEM DYNAMICS INTERNATIONAL INC (SDI) SYSTEMS APPLICATION AND TECHNOLOGIES INC T SQUARE LOGISTICS SERVICES CORP TECHSYSTEMS TENAX TECHNOLOGIES THE GEO GROUP INC - COASTAL TIVOLY INC TOWERS IN WESTCHESTER PARK TRAX INTERNATIONAL CORPORATION TRIANGLE PACKAGE MACHINERY COMPANY TRIUS INC TRULIFE UNION ELECTRIC STEEL CORPORATION UNION MACHINE & TOOL WORKS INC UNION SPORTSMEN'S ALLIANCE UPTA CAMP EDIBLES VALIANT GLOBAL DEFENSE SERVICES INC - NAS WHIDBEY VAUGHN MANUFACTURING CO VESUVIUS USA VILLAGE OF NORTHFIELD VISHAY INTERTECHNOLOGY INC WALSINGHAM GROUP INC WELD TOOLING CORPORATION WICHITA CLUTCH WOLF CREEK FEDERAL SERVICES WYMAN-GORDON COMPANY 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 IAM NATIONAL PENSION FUND P 1576931 CASH BASIS