2014-05-09T16:20:13-05:00 2013-12-31 320043599 LEGACY PROFESSIONALS LLP 311 S WACKER DRIVE STE 4000 CHICAGO IL 60606 990 2013-01-01 363668497 CHURCH OF THE BRETHREN BENEFIT TRUST INC CHUR 8476950200 1505 DUNDEE AVENUE ELGIN IL 60120 JOHN MCGOUGH CHIEF FINANCIAL OFFICER 8477425100 2014-05-09 1 CRAIG RESCH P00844633 3123680500 2013 2015-11-30 17:44:51Z NEVIN DULABAUM 1505 DUNDEE AVENUE ELGIN IL 60120 502801713 0 X WWW.BRETHRENBENEFITTRUST.ORG X 1989 IL CHURCH OF THE BRETHREN BENEFIT TRUST HAS A STATED PURPOSE TO SUPPORT THE FINANCIAL WELL-BEING OF THE CHURCH OF THE BRETHREN AND OTHER PERSONS AND GROUPS THAT SHARE SIMILAR VALUES BY OFFERING PROGRAMS THAT PROVIDE RETIREMENT AND MEDICAL BENEFITS TO MINISTERS, MISSIONARIES AND LAY EMPLOYEES OF CERTAIN CHURCHES AND CHURCH RELATED AGENCIES. 12 12 32 15 0 0 0 0 9274334 9398197 14470920 13730516 672036 528533 24417290 23657246 0 0 18963068 18476214 2389888 2147399 0 0 0 2854167 2991009 24207123 23614622 210167 42624 332717078 376017748 2128076 2943876 330589002 373073872 X CHURCH OF THE BRETHREN BENEFIT TRUST HAS A STATED PURPOSE TO SUPPORT THE FINANCIAL WELL-BEING OF THE CHURCH OF THE BRETHREN AND OTHER PERSONS AND GROUPS THAT SHARE SIMILAR VALUES BY OFFERING PROGRAMS THAT PROVIDE RETIREMENT AND MEDICAL BENEFITS TO MINISTERS, MISSIONARIES AND LAY EMPLOYEES OF CERTAIN CHURCHES AND CHURCH RELATED AGENCIES. 0 0 18931524 6896813 PROVIDE RETIREMENT BENEFITS FOR ORDAINED MINISTERS, FOREIGN MISSIONARIES COMMISSIONED BY THE CHURCH, CHURCH RELATED AGENCIES AND LAY EMPLOYEES WHO WORK AT LEAST HALF-TIME FOR A CHURCH. 2013047 2280519 PROVIDE MEDICAL, DENTAL, VISION, LONG TERM DISABILITY AND LIFE INSURANCE TO MINISTERS, MISSIONARIES AND LAY EMPLOYEES OF CERTAIN CHURCH AND CHURCH RELATED AGENCIES. 98733 220865 CHURCH WORKERS ASSISTANCE PLAN - PROVIDES FINANCIAL AID AND EMERGENCY ASSISTANCE TO MEMBERS OF THE CHURCH OF THE BRETHREN AND THEIR FAMILIES. 84829 0 SUPPLEMENTAL INCOME FUND FOR EQUITABLE ANNUITANTS - PROVIDES DISCRETIONARY SUPPLEMENTAL RETIREMENT AID TO CHURCH OF THE BRETHREN INC. EMPLOYEES WHO MEET ELIGIBILITY REQUIREMENTS ESTABLISHED BY THE BOARD OF DIRECTORS. 84829 21128133 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2280 0 1 32 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 1 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X JOHN MCGOUGH 8476950200 1505 DUNDEE AVENUE ELGIN IL 60120 KAREN O CRIM CHAIR 1.00 1.00 X 0 0 0 HARRY RHODES VICE CHAIR 1.00 1.00 X 0 0 0 EUNICE CULP BOARD MEMBER 1.00 1.00 X 0 0 0 CAROL HESS BOARD MEMBER 1.00 1.00 X 0 0 0 ERIC P KABLER BOARD MEMBER 1.00 1.00 X 0 0 0 THOMAS MCCRACKEN BOARD MEMBER 1.00 1.00 X 0 0 0 JERRY PATTERSON BOARD MEMBER 1.00 1.00 X 0 0 0 ANN QUAY DAVIS BOARD MEMBER 1.00 1.00 X 0 0 0 WAYNE SCOTT BOARD MEMBER 1.00 1.00 X 0 0 0 CRAIG H SMITH BOARD MEMBER 1.00 1.00 X 0 0 0 SARA BRENNEMAN BOARD MEMBER 1.00 1.00 X 0 0 0 BETH SOLLENBERGER BOARD MEMBER 1.00 1.00 X 0 0 0 DONNA FORBES STEINER BOARD MEMBER - PAST 1.00 1.00 X 0 0 0 NEVIN DULABAUM PRESIDENT 20.00 20.00 X 139602 0 51284 SCOTT DOUGLAS VICE PRESIDENT 40.00 0.00 X 112114 0 22298 DONNA MARCH SECRETARY 30.00 10.00 X 83271 0 23320 JOHN MCGOUGH TREASURER/CFO 20.00 20.00 X 109596 0 41419 STEVE MASON FOUNDATION DIRECTOR 5.00 35.00 X 105106 0 21998 549689 0 160319 4 0 1 0 HEALTH CARE SERVICE CORPORATION PO BOX 805107 CHICAGO IL 60680 MEDICAL PPO PROVIDER 849520 GROUP ADMINISTRATIVE CONCEPTS PO BOX 805107 TAMPA FL 33623 RETIREE MEDICAL PPO PROVIDER 434428 COOPER WHITE COOPER 201 CALIFORNIA STREET SAN FRANCISCO CA 94111 ATTORNEY 301953 BOSTON COMMON ASSET MANAGEMENT 84 STATE STREET BOSTON MA 02109 INVESTMENT MANAGEMENT 288231 IRIDIAN ASSET MANAGEMENT LLC 276 POST ROAD WEST WESTPORT CT 06880 INVESTMENT MANAGEMENT 276539 12 PENSION CONTRIBUTIONS 525100 6896813 6896813 INSURANCE PREMIUMS 525100 2280519 2280519 CWAP CONTRIBUTIONS 525100 220865 220865 9398197 7063820 7063820 485811163 479144467 6666696 6666696 6666696 SHARED ADMINISTRATIVE EXPENSES AL 900099 526052 526052 MISCELLANEOUS REVENUE 900099 2481 2481 528533 23657246 9398197 0 14259049 18476214 18476214 582905 134412 448493 1040199 447286 592913 109519 47093 62426 313308 134722 178586 101468 37543 63925 181662 67215 114447 56000 56000 1422703 1422703 415876 153874 262002 12552 12552 124075 45908 78167 50123 18546 31577 104654 38722 65932 141405 52320 89085 76839 76839 105468 39023 66445 241477 241477 BANK CHARGES 29567 29567 MISCELLANEOUS 28608 28608 23614622 21128133 2486489 0 1161446 1372615 6422806 8467382 1400631 1037593 318425 293948 966979 679344 350126 287635 305355966 344269673 17707678 20288902 332717078 376017748 208485 212264 107312 0 1812279 2731612 2128076 2943876 X 330589002 373073872 330589002 373073872 332717078 376017748 42624 42442246 0 X X 0 1 X 1 0 X X X 0 0 0 CHURCH OF THE BRETHREN 366108275 501(C)(3) 1 23088570 1 23088570 966979 679344 287635 287635 COMMINGLED INVESTMENT FUNDS 20288902 F 20288902 MEDICAL AND DISABILITY CLAIMS PAYABLE 286228 POST RETIREMENT BENEFIT OBLIGATIONS 1348123 SECURITIES LENDING COLLATERAL DEFICIENCY 1097261 2731612 X 64150737 42442246 42442246 21708491 1422703 526052 1948755 23657246 21665867 0 21665867 1422703 526052 1948755 23614622 PART X, LINE 2: THE ORGANIZATION FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX. THE RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATIONS EXPIRES. PART XI, LINE 4B - OTHER ADJUSTMENTS: REIMBURSED SHARED ADMINISTRATIVE EXPENSES FROM BRETHREN FOUNDATION NET ON FS PART XII, LINE 4B - OTHER ADJUSTMENTS: REIMBURSED SHARED ADMINISTRATIVE EXPENSES FROM BRETHREN FOUNDATION NET ON FS X 0 0 0 0 0 0 0 0 0 NEVIN DULABAUM PRESIDENT 139602 0 0 0 0 0 18041 0 33243 0 190886 0 0 0 JOHN MCGOUGH TREASURER/CFO 109596 0 0 0 0 0 12123 0 29296 0 151015 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION'S BY-LAWS WERE AMENDED TO RESTRICT AUTHORITY OF THE ORGANIZATION'S CURRENT OFFICERS (NON-BOARD MEMBERS) WITH REGARDS TO ELECTION OF ADDITIONAL OFFICERS AS DEEMED NECESSARY. FORM 990, PART VI, SECTION A, LINE 7A ANNUAL CONFERENCE DELEGATES HAVE THE AUTHORITY TO ELECT OR APPOINT BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PROVIDED TO THE ENTIRE BUDGET AND AUDIT REVIEW COMMITTEE FOR ITS REVIEW PRIOR TO FILING THE FORM. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH MEMBER OF THE BOARD IS REQUIRED TO SIGN OFF ON THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE PRESIDENT IS REVIEWED ON AN ANNUAL BASIS BY THE BOARD OF DIRECTORS. FORM 990, 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 XII, LINE 2C THE BOARD OF DIRECTORS, THROUGH ITS BUDGET AND AUDIT REVIEW COMMITTEE, ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE ANNUAL AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. BRETHREN FOUNDATION INC 1505 DUNDEE AVENUE ELGIN IL 60120 363717013 PROVIDES INVESTMENT MANAGEMENT AND DEFERRED GIFTS SERVICING TO MEMBERS IL 501(C)(3) 509(A)(3) 0 CHURCH OF THE BRETHREN 1505 DUNDEE AVENUE ELGIN IL 60120 366108275 AN ANABAPTIST, PIETIST, PROTESTANT CHURCH IL 501(C)(3) 509(A)(1) 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0