2016-05-11T21:54:57-05:00 2015-09-30 BOND BEEBE PC 4600 EAST-WEST HIGHWAY SUITE 900 BETHESDA MD 208143423 990 2014-10-01 366562520 NATIONAL IAM BENEFIT TRUST FUND % THE FUND NATI 2027858148 1300 Connecticut Ave NW Ste 300 Washington DC 200361703 JAMES PATRICK TIERNEY III FUND DIRECTOR 2027858148 2016-05-09 true MARK BUCKBERG P01066025 3012726000 2016-05-11 2014 2016-08-17 19:52:53Z JAMES PATRICK TIERNEY III 1300 CONNECTICUT AVE NW WASHINGTON DC 20036 96805105 false X www.IAMBTF.org X 1973 DC To provide health, welfare, vision, and dental benefits to eligible participants and their dependents. 6 0 14 0 0 0 0 67293315 68216574 1654838 2106414 1225563 25853 70173716 70348841 0 0 58852176 59430399 1562674 1624301 0 0 0 4185548 4182696 64600398 65237396 5573318 5111445 77810114 79750630 3888573 2803409 73921541 76947221 TO PROVIDE HEALTH, WELFARE, VISION, AND DENTAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. false false Provided health, welfare, vision, and dental benefits to eligible participants and their dependents. 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 4 0 true 14 true false false false false false false X 6 0 false false true false false false false true true false false true true true true true true false false false X THE FUND 2027858148 1300 CONNECTICUT AVE NW STE 300 WASHINGTON DC 20036 X Dora Cervantes Union Trustee/Co-Chair 1.0 40.0 X 0 222360 45045 James Conigliaro Union Trustee (eff 5/2015) 1.0 40.0 X 0 52414 8469 David Deitly Employer Trustee (eff 1/2015) 1.0 40.0 X 0 0 0 Thomas Mitchell Employer Trustee/Co-Chair 1.0 40.0 X 0 0 0 William M Muth Employer Trustee 1.0 40.0 X 0 0 0 Alfred Nelson Employer Trustee (thru 1/2015) 1.0 40.0 X 0 0 0 Robert Roach Jr Union Trustee (thru 5/2015) 1.0 40.0 X 0 377673 33945 Lynn Tucker Union Trustee 1.0 40.0 X 0 243148 45512 Steve Sleigh Fund Director (Thru 3/2015) 5.0 35.0 X 0 456520 52969 Constance DeFrance Managing Director 40.0 0.0 X 167797 0 35066 Chantel Sheaks Fund Dir.(eff 3/2015)/Counsel 40.0 0.0 X 160759 0 19727 Steven Lostoski Assistant Managing Director 40.0 0.0 X 146017 0 34111 Carla Hill Fund Representative 40.0 0.0 X 101186 0 35566 575759 1352115 310410 4 false true false CIGNA 900 Cottage Grove Road BLOOMFIELD CT 06002 CLAIMS PROCESSING 2284697 The Segal Company 1920 N Street NW WASHINGTON DC 20036 CONSULTING 311207 Delta Dental One Delta Drive MECHANICSBURG PA 17055 CLAIMS PROCESSING 274955 3 0 EMPLOYER CONTRIBUTIONS 525100 67561030 67561030 PARTICIPANT CONTRIBUTIONS 525100 655544 655544 68216574 2062678 2062678 0 0 0 0 0 26500000 26456264 43736 43736 43736 0 0 0 STOP LOSS INSURANCE PROCEEDS 525100 25853 25853 25853 70348841 68242427 2106414 0 0 0 59430399 0 0 1193711 133893 211953 84744 0 20376 75200 0 0 5000 3058882 0 121344 86925 0 154224 13470 0 11539 0 0 14229 53120 ACA FEES 393784 SHARED OFFICE EXPENSE 158294 EDUCATION EXPENSE 12455 MISCELLANEOUS EXPENSE 3854 65237396 1322268 1036727 12291540 7059645 0 0 549021 70281 0 0 0 0 0 0 0 0 37233 48584 884247 502948 241245 381299 63247910 71068239 0 0 0 0 0 0 120897 85855 77810114 79750630 1099071 1076441 0 0 344953 21589 0 0 0 0 0 0 0 0 0 0 2444549 1705379 3888573 2803409 X 73921541 76947221 0 0 0 0 73921541 76947221 77810114 79750630 5111445 -2085765 X false true X true false 178074 172334 5740 706173 330614 375559 381299 0 OUTSTANDING CHECKS - BENEFITS 1281361 TRANSITIONAL REINSURANCE CONTRIBUTION PAYABLE 424018 1705379 X 68258076 -2085765 -2085765 70343841 5000 5000 70348841 65232396 65232396 5000 5000 65237396 PART X, LINE 2 - FIN 48 FOOTNOTE - UNCERTAIN TAX LIABILITY: Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the organization 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 September 30, 2015 there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure 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. X false false false Dora Cervantes Union Trustee/Co-Chair 0 215037 7323 0 17382 0 27663 0 267405 0 0 Robert Roach Jr Union Trustee (thru 5/2015) 0 306231 71442 0 23267 0 10678 0 411618 0 0 Lynn Tucker Union Trustee 0 227622 15526 0 17087 0 28425 0 288660 0 0 Steve Sleigh Fund Director (Thru 3/2015) 0 454972 1548 0 33258 0 19711 0 509489 0 0 Constance DeFrance Managing Director 166404 0 1393 25735 0 9331 0 202863 0 0 0 Chantel Sheaks Fund Dir.(eff 3/2015)/Counsel 160565 0 194 10396 0 9331 0 180486 0 0 0 Steven Lostoski Assistant Managing Director 145603 0 414 14400 0 19711 0 180128 0 0 0 Part VI, Section A, Line 4 - SIGNIFICANT CHANGES TO GOVERNING DOCUMENT: the Trustees amended the Trust Agreement to change the lead union and employer Trustee titles from Secretary and Chairman to Co-Chairmen in various sections of the agreement. Part VI, Section B, Line 11B - REVIEW PROCESS OF FORM 990: The Form 990 was provided to the Fund Office which provided it to the Board of Trustees for their review prior to its filing. Part VI, Section B, Line 12c - Conflict of Interest Policy Compliance: All covered persons, 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. Part VI, Section B, Line 15 - COMPENSATION REVIEW PROCESS: The salary for the Fund Director is determined by the Board of Trustees. All other compensation of the non-bargaining unit staff is determined by the fund director. All other compensation of the bargaining unit staff is determined by the collective bargaining agreement. Part VI, Section C, Line 19 - AVAILABILITY OF GOVERNING DOCUMENTS & F/S: Participants can request copies of the documents or review the documents at the fund office. Part XII, Line 2(C) - committee oversight on audit process & selection: The review process is unchanged from the prior year. 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