2018-05-15T09:35:48-05:00 2017-06-30 WITHUMSMITHBROWNPC 4600 EAST WEST HWY 900 BETHESDA MD 208143423 990 2016-07-01 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 2018-05-14 true RICHARD L RUVELSON P00234075 3012726000 2018-05-14 2016 2022-09-23 18:48:47Z SCOTT COOL 320 WEST 46TH STREET NEW YORK NY 10036 91199165 false X FUNDONIATSE.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 39098504 45396805 1039490 1692429 6270699 2138740 46408693 49227974 0 0 42711842 41778131 0 0 0 0 0 1230532 2853214 43942374 44631345 2466319 4596629 38427003 44848033 5245036 1812248 33181967 43035785 X THE FUND'S EXEMPT PURPOSE IS TO PROVIDE INSURANCE COVERAGE, THAT INCLUDES MEDICAL, PHARMACY AND PARTICIPANT ASSISTANT BENEFITS, FOR MEMBERS EMPLOYED AS THEATRICAL STAGE EMPLOYEES COVERED UNDER A COLLECTIVE BARGAINING AGREEMENT ESTABLISED IN 1965. false false PROVIDED CERTAIN HEALTH AND WELFARE BENEFITS TO COVERED EMPLOYEES AND THEIR DEPENDENTS UNDER THE PLAN, WHICH COMPRISE OF MEDICAL, PHARMACY AND PARTICIPANT ASSISTANT BENEFITS. 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 0 0 0 false false false false false false X 6 0 true false false false false false 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 CHRISTOPHER BROCKMEYER TRUSTEE 1.7 3.3 X 0 0 0 JAMES J CLAFFEY JR TRUSTEE 5.0 10.0 X 0 285695 77138 ANN MARIE HACKETT TRUSTEE 1.7 3.3 X 0 0 0 ROBERT MCDONOUGH TRUSTEE 5.0 10.0 X 0 243026 66443 SEAN QUINN TRUSTEE 1.7 3.3 X 0 0 0 ROBERT SCORE TRUSTEE 5.0 10.0 X 0 247848 66078 SCOTT COOL DIR.OF FUND ADMINISTRATION 18.0 22.0 X 0 211832 71429 0 988401 281088 0 false true false AETNA LIFE INSURANCE COMPANY 151 FARMINGTON AVENUE HARTFORD CT 06156 PLAN ADMINISTRATOR 1277368 SEGAL COMPANY 333 WEST 34TH STREET NEW YORK NY 10001 ACTUARIAL SERVICES 208503 2 0 EMPLOYERS CONTRIBUTIONS 525100 40759521 40759521 PARTICIPANTS CONTRIBUTIONS 525100 4258632 4258632 RETIREEX CONTRIBUTIONS 525100 378652 378652 45396805 684671 684671 0 0 0 0 0 42978949 41971191 1007758 1007758 1007758 0 0 0 0 0 0 0 0 0 SETTLEMENTS & REBATES 900099 1568028 1568028 SUBSIDIES 900099 420712 420712 WELLNESS CENTER REIMBURSEMENTS 900099 150000 150000 2138740 49227974 47535545 1692429 0 0 0 41778131 0 0 0 0 0 0 0 138308 54697 0 0 64784 1543281 0 106817 29125 0 62692 0 0 2328 0 0 7035 92740 ALLOCATED SALARIES & BENEFITS 464919 WELLNESS CENTER COSTS 118649 ACA FEES 92839 CHEMICAL DEPENDENCE PROGRAM 75000 44631345 4125266 3197458 0 0 0 0 5937511 5263915 0 0 0 0 0 0 0 0 11948 11948 287512 153719 140828 133793 28096534 36181023 0 0 0 0 0 0 114916 59896 38427003 44848033 5245036 703460 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1108788 5245036 1812248 X 33181967 43035785 0 0 0 0 33181967 43035785 38427003 44848033 4596629 -83514 5340703 X X false true X true false 175367 48978 126389 67652 60248 7404 44493 44493 0 133793 0 DUE TO BROKER 1038585 DUE TO PENSION FUND 70203 1108788 X 48929676 -83514 -83514 49013190 64784 150000 214784 49227974 44416561 44416561 64784 150000 214784 44631345 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, 2017 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. PART XI, LINE 4B - REVENUES INCLUDED ON FORM 990, NOT ON FINANICALS: $150,000 WELLNESS CENTER REIMBURSEMENT PART XII, LINE 4B - EXPENSES INCLUDED ON FORM 990, NOT ON FINANCIALS: $150,000 WELLNESS CENTER REIMBURSEMENT NETTED AGAINST COSTS false false false JAMES J CLAFFEY JR TRUSTEE 0 285695 0 54282 0 22856 0 362833 0 0 ROBERT MCDONOUGH TRUSTEE 0 243026 0 46756 0 19687 0 309469 0 0 ROBERT SCORE TRUSTEE 0 247848 0 46499 0 19579 0 313926 0 0 SCOTT COOL DIR.OF FUND ADMINISTRATION 0 204832 7000 0 36598 0 34831 0 283261 0 0 SCH J, PART II THE FUND ADMINISTRATOR IS COMPENSATED BY A RELATED ORGANIZATION WHOM ESTABLISHES THE COMPENSATION FOR THE FUND ADMINISTRATOR. PART VI, SECTION A, LINE 2 BUSINESS RELATIONSHIPS: UNION TRUSTEES JAMES J CLAFFEY JR, ROBERT SCORE, AND ROBERT MCDONOUGH SERVE AS PRESIDENT, SECRETARY, AND TREASURER FOR THE THEATRICAL PROTECTIVE UNION LOCAL NO. ONE, RESPECTIVELY. 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 XIII, 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 92nd Street YM-YWHA ADH2 LLC AEG Management Nassau LLC Allegiance Broadway Film LLC American Broadcasting Company American Dream 2017 LLC American Peerless LLC Anastasia Musical LLC Audible Difference Audio Resource Group Autumn Smile Broadway LLC BB Prop Services LLC Big Whitey Productions BJH Lighting Associates Broadway Calls Caps Payroll Carnegie Hall Corporation Cast & Crew Production Payroll CBS Corporation CENTER THEATRE GROUP Chinatown Duplex LLC Circle In The Square City Parks Foundation City University of New York CJ Productions Communications Plus Inc Creative News Group Crew You Inc Dan Cassidy Rigging Designatronix Ind Inc East Coast Staging EndemolUSA Inc Entertainment Partners Equitable Production Group ESM Productions LLC Event Resource Professionals Event Take Over For Cycle For Survival Events United Extreme Reach Crew Services Inc Fox Television Station Frobisher LLC G5 Event Productions LLC George Hudson 2017 LP Global Audio Systems God On Broadway LLC Gotta Dance Broadway LLC Hard Rock Cafe Hudson Scenic Studio Inc Hudson Theatre LLC IMCD LIGHTING It's Possible Productions LLC I've Decided To Tour With You LLC Jazz at Lincoln Center Joyce Theater Foundation Jujamcyn Theatre KCB Events Inc Kierchris Productions Ltd LA JOLLA PLAYHOUSE LA STAGE CALL Lincoln Center Lincoln Center Theater Live Nation NY LLD2016 Limited Partnership Lyric Theatre Maine State Music Theatre Manhattan School of Music Manhattan Theatre Club Metropolitan Opera Michael Murnane Lighting Molloy College Motown The Musical Motown USA Tour LLC National Broadcasting Company Nederlander Organization New Victory Theatre New York Philharmonic North Shore Theatrical Rigging NY City Center Inc NY Shakespeare Festival Paper Mill Playhouse PES Payroll Pier Productions & Entertainment Pook Diemont & OHL inc Port Lighting Systems Premier Exhibitions Inc Premiere Stage Productions PRG SHOWPAY Production Support Services Professional Theatrical Services Repertory Theatre of St Louis Rigging Dynamics Inc Rock of Ages Las Vegas Rotten Tour Limited Liability Co Roundabout Theatre Company Sam Gordon Lighting Design LLC Scharff Weisberg Lighting LLC Second Stage Theatre Showman Fabricators Shubert Organization Shuffle Along SMT JAX Sound Associates Stage Call Inc Stage X Inc Sugar High Theatre Productions Texas Scenic Company Inc The Lighting Design Group The Madison Square Garden Company The MUNY The NY Musical Theatre Festival Theatrical Resources Theatrical Ventures Inc Top Dog Spotlighting Inc Top Knotch Productions Town Hall Foundation Inc United Stage Associates UPA Production Services USAV GROUP INC Vineyard Theatre & Workshop Center Inc VStar Theatrical LLC Waitress LLC Wallis Annenberg For The Performing Arts WNET Worldstage East WPIX Inc false false false false false false false false false false false false false true true true false false false