2015-03-10T12:51:50-05:00 2014-10-31 135381590 BDO USA LLP 32125 SOLON ROAD SOLON OH 441392284 990 2013-11-01 341778431 NAVISTAR INC RETIREE SUPPLEMENTAL BENEFIT TRUST NAVI 2162618414 26301 CURTISS WRIGHT PARKWAY NO 105 RICHMOND HEIGHTS OH 44143 OFFICER OFFICER 2162618414 2015-02-26 1 KENNETH L LEVINE P00036481 4402488787 2015-02-26 2013 2016-02-25 16:41:14Z DONN J VIOLA 26301 CURTISS WRIGHT PARKWAY NO 105 RICHMOND HEIGHTS OH 44143 989376899 0 X N/A X 1993 OH TO PROVIDE SUPPLEMENTAL HEALTH AND LIFE BENEFITS FOR RETIREES 5 1 0 1 0 0 0 0 120000 120000 18823679 57541047 0 0 18943679 57661047 0 0 42199746 52755864 117350 112250 0 0 0 3293782 3842924 45610878 56711038 -26667199 950009 492858767 494159263 0 0 492858767 494159263 TO PROVIDE SUPPLEMENTAL HEALTH AND LIFE BENEFITS FOR RETIREES 0 0 TO PROVIDE SUPPLEMENTAL HEALTH AND LIFE BENEFITS FOR RETIREES PURSUANT TO THE SETTLEMENT REACHED IN SHY V. NAVISTAR, CASE NO. C-3-92-333 (S.D. OHIO, 1992). 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 0 0 0 0 0 0 0 X 5 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 X BENEFITS ADMINISTRATIVE SERVICES CO 2162618414 26301 CURTISS WRIGHT PARKWAY RICHMOND HEIGHTS OH 44143 DOUGLAS HUNTER COMMITTEE MEMBER 10.00 X 20000 0 0 DONN VIOLA CHAIRMAN 10.00 X X 38600 0 0 MICHAEL LACOUR COMMITTEE MEMBER 10.00 X 28450 0 0 ROBERT SCIOTTI SECRETARY 10.00 X X 0 0 0 WAYNE KRZYSIAK COMMITTEE MEMBER 10.00 X 25200 0 0 112250 0 0 0 0 0 0 MORGAN STANLEY SMITH BARNEY 1585 BROADWAY NEW YORK NY 10036 CONSULTING SERVICES 1339256 COMERICA 1717 MAIN ST DALLAS TX 75201 INVESTMENT MANAGEMENT 739517 GROOM LAW GROUP 1701 PENNSYLVANIA AVE NW WASHINGTON DC 20006 LEGAL AND CONSULTING 681323 SANDS CAPITAL MANAGEMENT 1101 WILSON BLVD 2300 ARLINGTON VA 22209 INVESTMENT MANAGEMENT 173692 SEGAL COMPANY 1300 EAST NINTH ST CLEVELAND OH 44114 CONSULTING SERVICES 167614 6 MISC. CONTRIBUTIONS 525100 120000 120000 120000 11937495 11937495 977319404 931715852 45603552 45603552 45603552 57661047 120000 0 57541047 52755864 112250 76605 299813 7350 1624938 1318363 FOREIGN TAX 221670 TRUSTEE FEES 87164 AGENT FEES 84980 ACTUARIAL FEES 83655 38386 56711038 7997689 18131748 209690343 476027515 275170735 492858767 494159263 0 0 X 687996664 687996664 0 0 -187169929 -193837401 492858767 494159263 492858767 494159263 950009 350487 X 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 COPY OF THE TAX RETURN IS PROVIDED TO A MEMBER OF THE BOARD FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS: INCREASE IN INVESTMENT VALUE, NET OF TRANSFERS AND PRIOR AND CURRENT PENDING PURCHASES