2015-11-13T13:50:52-06:00 2014-12-31 381357951 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT SUITE 500 AUBURN HILLS MI 48326 990 2014-01-01 830430487 ORMET CORPORATION HOURLY RETIREE BENEFIT TRUST ORME 4122012242 60 BOULEVARD OF THE ALLIES NO 5TH PITTSBURGH PA 15222 JEANETTE STUMP VEBA COMMITTEE MEMBER 4122012242 2015-11-11 1 LYNNE M HUISMANN P00053811 2483757100 2014 2016-04-25 22:37:26Z JEANETTE STUMP 60 BOULEVARD OF THE ALLIES NO 5TH PITTSBURGH PA 15222 19454736 0 X N/A X 2005 OH PAYMENT OF CERTAIN WELFARE BENEFITS PURSUANT TO A VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION. 4 4 0 4 0 0 0 0 2473260 2684933 1394031 1004421 33797 -21837 3901088 3667517 0 0 6103329 6055882 0 0 0 0 0 277687 310836 6381016 6366718 -2479928 -2699201 47381778 46778868 0 0 47381778 46778868 THE PRIMARY EXEMPT PURPOSE FOR THIS VOLUNTARY EMPLOYEES' BENFICIARY ASSOCIATION (VEBA) DURING THE YEAR WAS THE PAYMENT OF SICK, ACCIDENT, OR OTHER BENEFITS TO THE PARTICIPANTS, THEIR DEPENDENTS, OR DESIGNATED BENEFICIARIES. 0 0 VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION WHICH PROVIDES HEALTH AND WELFARE BENEFITS TO APPROXIMATELY 1,948 PARTICIPANTS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 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 0 0 1 69 0 0 0 0 0 0 0 0 X 4 4 0 0 1 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X CENTRAL DATA SERVICES INC 4122012242 60 BOULEVARD OF THE ALLIES FIFTH PITTSBURGH PA 15222 JEANETTE STUMP COMMITTEE MEMBER 1.00 X 1500 0 0 WALTER SANDERS COMMITTEE MEMBER (PART YEAR) 1.00 X 0 0 0 WILLIAM DAVIS COMMITTEE MEMBER (PART YEAR) 1.00 X 0 0 0 LISA RIEDEL COMMITTEE MEMBER (PART YEAR) 1.00 X 0 0 0 THOMAS NOTARO COMMITTEE MEMBER (PART YEAR) 1.00 X 0 0 0 DANIEL ISALY COMMITTEE MEMBER (PART YEAR) 1.00 X 0 0 0 JAMES CARNEY COMMITTEE MEMBER (PART YEAR) 1.00 X 1500 0 0 HOWARD KLINE COMMITTEE MEMBER (PART YEAR) 1.00 X 1500 0 0 NICHOLAS SCHAFER COMMITTEE MEMBER (PART YEAR) 1.00 X 0 0 0 4500 0 0 0 0 0 0 0 EMPLOYEE CONTRIBUTIONS 900099 2684933 2684933 2684933 1009877 1009877 15781763 15787219 -5456 -5456 -5456 HEALTH PLAN INCOME 900099 -21837 -21837 -21837 3667517 2663096 0 1004421 6055882 177801 23536 85799 8382 15318 6366718 2039328 340799 45342450 46438069 47381778 46778868 0 0 X 47381778 46778868 0 0 0 0 47381778 46778868 47381778 46778868 -2699201 2096291 0 X X 0 1 X 0 0 0 X 5763808 2096291 2096291 3667517 0 3667517 6366718 0 6366718 0 6366718 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (THE "CODE") AND, ACCORDINGLY, THE PLAN'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE PLAN HAS OBTAINED A FAVORABLE TAX EXEMPTION LETTER DATED OCTOBER 31, 2006 FROM THE INTERNAL REVENUE SERVICE. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE. IN ACCORDANCE WITH GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, MANAGEMENT EVALUATED THE PLAN'S TAX POSITIONS AND DOES NOT BELIEVE THE PLAN HAS ANY UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE OR ADJUSTMENT TO THE FINANCIAL STATEMENTS. THE PLAN ADMINISTRATOR BELIEVES THE PLAN IS NO LONGER SUBJECT TO TAX EXAMINATIONS FOR YEARS PRIOR TO 2011. FORM 990, PART VI, SECTION A, LINE 4 EFFECTIVE JUNE 2014, THE PLAN'S GOVERNING DOCUMENTS WERE AMENDED, TRANSFERRING SPONSORSHIP OF THE PLAN AND FULL AMENDMENT AUTHORITY TO THE HOURLY VEBA COMMITTEE. THE HOURLY VEBA COMMITTEE WAS ALSO RESTRUCTURED TO CONSIST OF FOUR REPRESENTATIVES, TWO FROM THE UNION AND TWO COMPANY REPRESENTATIVES. FORM 990, PART VI, SECTION B, LINE 11 JEANETTE STUMP, A COMMITTEE MEMBER, AND THE VEBA TRUST ATTORNEY REVIEWED THE FORM 990 BEFORE IT WAS FILED. FORM 990, PART VI, SECTION C, LINE 19 NONE OF THESE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC. FORM 990, PART IV, LINE 12: AUDITED FINANCIAL STATEMENTS: ORMET CORPORATION HOURLY RETIREE BENEFIT TRUST RECEIVES AN AUDIT AS PART OF THE ORMET CORPORATION HOURLY RETIREE GROUP BENEFIT PLAN AND THE PLAN PREPARES ITS FINANCIAL STATEMENTS ON THE CASH BASIS OF ACCOUNTING. FORM 990, PART IV, SECTION B: POLICIES: THE VEBA IS GOVERNED BY A TRUST DOCUMENT. THE PROVISIONS OF THE TRUST CONTROL ITS OPERATIONS AND NONE OF THESE POLICIES ARE DEEMED NECESSARY. ORMET CORPORATION PO BOX 176 HANNIBAL OH 43931 311292006 MANUFACTURING DE N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0