2015-06-10T15:27:21-05:00 2014-12-31 MONTGOMERY COSCIA GREILICH LLP 2500 DALLAS PARKWAY SUITE 300 PLANO TX 75093 990 2014-01-01 752589033 Allied Pilots Association Welfare Benefits Trust % MIKE KNOERR ALLI 8173022147 14600 Trinity Blvd Suite Fort Worth TX 76155 PAM TORELL SECRETARY TREASURER 8173022147 2015-06-09 true FRANCI SUTER P01224408 8173022147 2014 2016-03-07 17:11:31Z 35267104 false X N/A X 1998 TX PROVISION OF WELFARE BENEFITS TO MEMBERS OF THE ALLIED PILOTS ASSOCIATION AND THEIR DEPENDENTS 22 0 0 0 0 0 15769075 15158615 12844948 7648817 5293 1759 28619316 22809191 0 0 11254266 9315469 90554 90210 0 0 0 2392180 2109125 13737000 11514804 14882316 11294387 80430031 91724418 0 0 80430031 91724418 PROVISION OF WELFARE BENEFITS TO MEMBERS OF THE ALLIED PILOTS ASSOCIATION AND THEIR DEPENDENTS false false 11514804 22809191 WELFARE BENEFITS FOR ALLIED PILOTS ASSOCIATION MEMBERS ("APA"), DEPENDENTS AND STAFF THROUGH THE FOLLOWING BENEFIT PLANS: ALLIED PILOTS ASSOCIATION CATASTROPHIC MAJOR MEDICAL BENEFIT PLAN ALLIED PILOTS ASSOCIATION VOLUNTARY SUPPLEMENTAL MEDICAL AND CUSTODIAL CARE BENEFIT PLAN ALLIED PILOTS ASSOCIATION PILOT OCCUPATIONAL DISABILITY PLAN ALLIED PILOTS ASSOCIATION PILOT MUTUAL AID PLAN ALLIED PILOTS ASSOCIATION RETIREE HEALTH BENEFIT PLAN 11514804 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 false false false false false false false false false false false false true false false false 0 0 0 false false false false false false X 22 0 false false false false false false false true false false false true false false false false false false X X MIKE KNOERR 8173022147 14600 TRINITY BLVD FORT WORTH TX 76155 STATE STREET BANK AND TRUST COMPANY TRUSTEE 0.0 0.0 X 90210 0 0 PAMELA TORELL SECRETARY-TRESURER 0.0 0.0 X 0 0 0 KEITH WILSON PRESIDENT 0.0 0.0 X 0 0 0 90210 0 0 0 false false false 0 0 PARTICIPANT CONTRIBUTIONS 525100 15158615 15158615 15158615 6536982 6536982 0 0 0 0 0 13569748 12457913 1111835 1111835 0 0 0 OTHER INCOME 900099 1759 1759 1759 22809191 15158615 6538741 0 0 0 9315469 9315469 90210 90210 0 0 0 0 0 0 0 0 57173 57173 85947 85947 0 0 234707 234707 1231246 1231246 0 0 0 0 0 0 0 0 0 0 0 500052 500052 11514804 11514804 0 0 0 0 3829080 9159422 0 0 142024 162297 0 0 0 0 0 0 0 0 0 0 0 76458927 82402699 0 0 0 0 0 0 0 0 80430031 91724418 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 80430031 91724418 0 0 0 0 80430031 91724418 80430031 91724418 11294387 X false false false GOVERNING DOCUMENTS FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO PLAN PARTICIPANTS UPON REQUEST AND POSTED ON THE ALLIED PILOTS ASSOCIATION ("APA") WEBSITE. GOVERNANCE, MANAGEMENT AND DISCLOSURE FORM 990, PART VI, SECTION A & B BACKGROUND - ALLIED PILOTS ASSOCIATION ("APA") IS A NON-PROFIT ENTITY DESCRIBED IN CODE SECTION 501(C)(5) THAT ESTABLISHED ALLIED PILOTS ASSOCIATION WELFARE BENEFITS TRUST ("THE ORGANIZATION") AS A QUALIFYING VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE OF 1989. THE TRUST WAS ESTABLISHED TO RECEIVE AND HOLD BENEFIT MEMBER CONTRIBUTIONS AND TO PROVIDE BENEFITS UNDER SAID PLANS AND SUCH OTHER WELFARE BENEFIT PLANS. THE FILING ORGANIZATION INVESTS THE ASSETS OF VARIOUS WELFARE BENEFIT PLANS THAT PROVIDE HEALTH, DISABILITY AND OTHER BENEFITS TO THE MEMBERS OF APA AND THEIR DEPENDENTS. GOVERNING BODY, MANAGEMENT AND POLICIES - ACCORDING TO THE MASTER TRUST AGREEMENT, THE ORGANIZATION SHALL BE ADMINISTERED BY APA. APA HAS THE POWER TO APPOINT AND/OR REMOVE THE TRUSTEE (CURRENTLY STATE STREET BANK AND TRUST COMPANY) AND PERFORM ADMINISTRATIVE DUTIES ON BEHALF OF THE FILING ORGANIZATION. THUS, PER THE INSTRUCTIONS TO FORM 990 AND SCHEDULE R, APA HAS A PARENT RELATIONSHIP WITH THE FILING ORGANIZATION. APA MAINTAINS ITS OWN GOVERNING BODY, BOARD OF DIRECTORS, BYLAWS AND POLICIES, WHICH ARE NOT SPECIFICALLY RELATED TO THE FILING ORGANIZATION. THEREFORE, PORTIONS OF PART VI, SECTIONS A AND B OF FORM 990 ARE NOT APPLICABLE TO THE FILING ORGANIZATION. THE FILING ORGANIZATION HAS NO EMPLOYEES. REVIEW OF FORM 990 FORM 990, PART VI, SECTION B, LINE 11A THE ALLIED PILOTS ASSOCIATION BENEFITS DEPARTMENT REVIEWS FORM 990 AND SUBMITS THE FORM TO THE ALLIED PILOTS ASSOCIATION SECRETARY TREASURER FOR SIGNATURE. COMPENSATION FORM 990, PART VII THE FILING ORGANIZATION HAS NO EMPLOYEES, OFFICERS, DIRECTORS OR KEY EMPLOYEES. THE ORGANIZATION HAS ONE INSTITUTIONAL TRUSTEE APPOINTED THAT IS PAID COMPENSATION FOR THEIR SERVICES. IN ADDITION, ALLIED PILOTS ASSOCIATION FILES FORM 990, AS WELL AS FORM LM-2, WHICH SET FORTH REPORTABLE COMPENSATION FOR ITS EMPLOYEES. GOVERNING BODY AND MANAGEMENT FORM 990, PART VI, SECTION A, LINE 8 CONTEMPORANEOUS DOCUMENTS OF MEETINGS HELD AND ACTIONS TAKEN REGARDING THE FILING ORGANIZATION ARE MAINTAINED BY ALLIED PILOTS ASSOCIATION. OTHER FEES FOR SERVICES FORM 990, PART IX, LINE 11G ACTUARY EXPENSE $259,561 ADMINISTRATOR FEES $773,649 CLAIMS PROCESSOR $175,996 PRINTING FEES $7,739 TRANSITIONAL REINSURANCE FEE $14,301 ALLIED PILOTS ASSOCIATION 14600 TRINITY BLVD SUITE 500 FORT WORTH TX 76155 131982245 LABOR UNION TX 501(C)(5) N/A NA false