2016-10-18T14:45:33-05:00 2015-12-31 BDO USA LLP 32125 SOLON ROAD SOLON OH 44139 990 2015-01-01 341388262 VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION % JANIS L BAIR VOLU 2162618414 26301 CURTISS-WRIGHT PARKWAY Suite RICHMOND HTS OH 44143 JOHN T GRIGSBY JR OFFICER 2162618414 2016-05-10 true Kenneth L Levine P00036481 4402488787 2015 2017-02-10 21:41:12Z JOHN T GRIGSBY JR 26301 CURTISS-WRIGHT PARKWAY105 RICHMOND HTS OH 44143 10321251 false X N/A X 1983 OH TO PROVIDE HEALTH AND DEATH BENEFITS TO RETIREES OF WHITE MOTOR CORPORATION. 5 4 0 1 0 0 0 337816 244685 2101811 1682074 0 0 2439627 1926759 0 0 3223821 2960974 54336 62364 0 0 0 491938 496217 3770095 3519555 -1330468 -1592796 21071467 17893389 54937 74837 21016530 17818552 TO PROVIDE HEALTH BENEFITS AND DEATH BENEFITS TO RETIREES OF WHITE MOTOR CORPORATION. false false TO PROVIDE HEALTH BENEFITS AND DEATH BENEFITS false false false false false false false false false false false false false false true true false false false false false false false false false false false false false false false false false false false false false false false false false false false true 4 0 0 false false false false false false X 5 4 false false false false false false false true false false false false false false false false false false X JANIS L BAIR 2162618414 26301 CURTISS-WRIGHT PARKWAY 105 RICHMOND HTS OH 44143 JOHN T GRIGSBY JR BENEFITS COMMITTEE CHAIR 2.0 0.0 X X 24130 0 0 RICHARD LICHTENSTEIN BENEFITS COMMITTEE MEMBER 1.0 0.0 X 12000 0 0 RENEE TURNER BAILEY BENEFITS COMMITTEE MEMBER 1.0 0.0 X 0 0 0 CHESTER MUSIEL BENEFITS COMMITTEE MEMBER 1.0 0.0 X 8842 0 0 DORIS RERICHA BENEFITS COMMITTEE MEMBER 1.0 0.0 X 8842 0 0 WELLS FARGO BANK TRUSTEE 1.0 0.0 X 57074 0 0 110888 0 0 0 false false false MILLIMAN ONE PENNSYLVANIA PLAZA 38TH FL NEW YORK NY 10119 ACTUARIAL SERVICES 137994 BENEFITS ADMINISTRATIVE SERVICES 26301 CURTISS-WRIGHT PARKWAY 105 RICHMOND HTS OH 44143 CONTRACT ADMIN. 119137 2 0 PARTICIPANT CONTRIBUTIONS 525100 24402 24402 CMS SUBSIDY 525100 220283 220283 244685 102491 102491 0 0 0 0 0 9974075 8394492 1579583 1579583 1579583 0 0 0 0 1926759 244685 1682074 0 0 0 2960974 62364 0 0 0 0 0 0 24326 45865 0 0 57074 359801 0 0 0 0 0 0 0 0 0 0 0 9151 3519555 197359 243517 1115871 522468 0 0 1061 5676 0 0 0 0 0 0 0 0 72430 79294 0 19684746 17042434 0 0 0 0 0 0 0 0 21071467 17893389 45968 67413 0 0 8969 7424 0 0 0 0 0 0 0 0 0 0 0 0 54937 74837 X 0 0 0 0 21016530 17818552 21016530 17818552 21071467 17893389 -1592796 -1605182 X false true X true false 0 0 X 321577 -1605182 -1605182 1926759 1926759 3519555 3519555 3519555 SCH D, 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 BE THE TAX AUTHORITIES. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2015 AND 2014, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF 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 PERIOD IN PROGRESS. PART VI, SECTION A, LINE 8B: THE ORGANIZATION DOES NOT HAVE SEPARATE COMMITTEES. 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. PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990 PART IX LINE 11G DESCRIPTION:ACTUARIAL AND CONSULTING TOTAL FEES:204903 FORM 990 PART IX LINE 11G DESCRIPTION:BENEFITS ADMINISTRATION TOTAL FEES:119137 FORM 990 PART IX LINE 11G DESCRIPTION:CDS ADMINISTRATORS TOTAL FEES:35761