ALLIED PILOTS ASSOCIATION WELFARE BENEFITS MASTER TRUST: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: ALLIED PILOTS ASSOCIATION WELFARE BENEFITS MASTER TRUST (EIN 75-2589033)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2014-07-31
IRS object ID: 201402129349300535
Schema version: 2013v3.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-07-31T11:08:32-05:00	ReturnTs
Tax Period End	2013-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MONTGOMERY COSCIA GREILICH LLP	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2500 DALLAS PARKWAY SUITE 300	AddressLine1
City	PLANO	City
State	TX	State
ZIP Code	75093	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2013-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	752589033	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Allied Pilots Association	BusinessNameLine1
Business Name Line2	Welfare Benefits Trust	BusinessNameLine2

Field	Value	IRS element (for citing)
In Care Of	% MIKE KNOERR	InCareOfNm
Business Name Control	ALLI	BusinessNameControlTxt
Phone	8173022147	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	14600 Trinity Blvd	AddressLine1
Address Line2	Suite	AddressLine2
City	Fort Worth	City
State	TX	State
ZIP Code	76155	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	PAM TORELL	PersonNm
Person Title	SECRETARY TREASURER	PersonTitleTxt
Phone	9727480300	PhoneNum
Signature	2014-07-30	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	FRANCI SUTER	PreparerPersonNm
Phone	9727480300	PhoneNum

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Gross Receipts	$40,487,855	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	N/A	WebsiteAddressTxt
Type Of Organization Trust	Yes (X)	TypeOfOrganizationTrustInd
Formation	1998	FormationYr
Legal Domicile State	TX	LegalDomicileStateCd
Activity Or Mission	PROVISION OF WELFARE BENEFITS TO MEMBERS OF THE ALLIED PILOTS ASSOCIATION AND THEIR DEPENDENTS	ActivityOrMissionDesc
Voting Members Governing Body	16	VotingMembersGoverningBodyCnt
Voting Members Independent	0	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$11,435,185	PYProgramServiceRevenueAmt
CY Program Service Revenue	$15,769,075	CYProgramServiceRevenueAmt
PY Investment Income	$2,247,296	PYInvestmentIncomeAmt
CY Investment Income	$12,844,948	CYInvestmentIncomeAmt
PY Other Revenue	$2,220	PYOtherRevenueAmt
CY Other Revenue	$5,293	CYOtherRevenueAmt
PY Total Revenue	$13,684,701	PYTotalRevenueAmt
CY Total Revenue	$28,619,316	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$13,208,137	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$11,254,266	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$75,047	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$90,554	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,382,372	PYOtherExpensesAmt
CY Other Expenses	$2,392,180	CYOtherExpensesAmt
PY Total Expenses	$15,665,556	PYTotalExpensesAmt
CY Total Expenses	$13,737,000	CYTotalExpensesAmt
PY Revenues Less Expenses	-$1,980,855	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$14,882,316	CYRevenuesLessExpensesAmt
Total Assets BOY	$65,547,715	TotalAssetsBOYAmt
Total Assets EOY	$80,430,031	TotalAssetsEOYAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$65,547,715	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$80,430,031	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	PROVISION OF WELFARE BENEFITS TO MEMBERS OF THE ALLIED PILOTS ASSOCIATION AND THEIR DEPENDENTS	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$13,737,000	ExpenseAmt
Revenue	$28,619,316	RevenueAmt
Desc	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	Desc
Total Program Service Expenses	$13,737,000	TotalProgramServiceExpensesAmt
Described In Section501c3	false	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	false	TempOrPermanentEndowmentsInd
Report Land Building Equipment	false	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	16	GoverningBodyVotingMembersCnt
Independent Voting Member	0	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	false	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	false	ConflictOfInterestPolicyInd
Whistleblower Policy	false	WhistleblowerPolicyInd
Document Retention Policy	false	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	MIKE KNOERR	PersonNm
Phone	8173022147	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	14600 TRINITY BLVD	AddressLine1
City	FORT WORTH	City
State	TX	State
ZIP Code	76155	ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Institutional TrusteeInstitutionalTrusteeInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd
STATE STREET BANK AND TRUST COMPANY
TRUSTEE	0.0	1.0	Yes (X)	$90,554	$0	$0
PAMELA TORELL
SECRETARY-TRESURER	0.0	1.0		$0			Yes (X)
KEITH WILSON
PRESIDENT	0.0	1.0		$0			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$90,554	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Total Contributions	$0	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	PARTICIPANT CONTRIBUTIONS	Desc
Business	525100	BusinessCd
Total Revenue Column	$15,769,075	TotalRevenueColumnAmt
Related Or Exempt Func Income	$15,769,075	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$15,769,075	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$11,677,952	TotalRevenueColumnAmt
Exclusion	$11,677,952	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$13,035,535	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$11,868,539	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$1,166,996	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,166,996	TotalRevenueColumnAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Business	900099	BusinessCd
Total Revenue Column	$5,293	TotalRevenueColumnAmt
Exclusion	$5,293	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$5,293	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$28,619,316	TotalRevenueColumnAmt
Related Or Exempt Func Income	$15,769,075	RelatedOrExemptFuncIncomeAmt
Exclusion	$11,683,245	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$11,254,266	TotalAmt
Program Services	$11,254,266	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$90,554	TotalAmt
Program Services	$90,554	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$89,641	TotalAmt
Program Services	$89,641	ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$107,114	TotalAmt
Program Services	$107,114	ProgramServicesAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$182,336	TotalAmt
Program Services	$182,336	ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,437,052	TotalAmt
Program Services	$1,437,052	ProgramServicesAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$851	TotalAmt
Program Services	$851	ProgramServicesAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$575,186	TotalAmt
Program Services	$575,186	ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$13,737,000	TotalAmt
Program Services	$13,737,000	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$999,703	BOYAmt
EOY	$3,829,080	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$121,627	BOYAmt
EOY	$142,024	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$64,426,385	BOYAmt
EOY	$76,458,927	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$65,547,715	BOYAmt
EOY	$80,430,031	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$65,547,715	BOYAmt
EOY	$80,430,031	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$65,547,715	BOYAmt
EOY	$80,430,031	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$65,547,715	BOYAmt
EOY	$80,430,031	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$14,882,316	ReconcilationRevenueExpnssAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	false	FSAuditedInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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.
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.
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.
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.
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.
FORM 990, PART XII, LINE 1	HISTORICALLY, ACCRUAL BASIS WAS USED, BUT CASH WAS CHECKED ON LINE 1. ACCRUAL BASIS WAS USED FOR 2012 AND 2013 AMOUNTS.
FORM 990, PART IX, LINE 11G	ACTUARY EXPENSE $390,514 ADMINISTRATOR FEES $967,241 NEW CLAIMS PROCESSOR SETUP FEE $79,296

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	ALLIED PILOTS ASSOCIATION	BusinessNameLine1

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	14600 TRINITY BLVD SUITE 500	AddressLine1
City	FORT WORTH	City
State	TX	State
ZIP Code	76155	ZIPCode

Field	Value	IRS element (for citing)
EIN	131982245	EIN
Primary Activities	LABOR UNION	PrimaryActivitiesTxt
Legal Domicile State	TX	LegalDomicileStateCd
Exempt Code Section	501(C)(5)	ExemptCodeSectionTxt
Public Charity Status	N/A	PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	NA	BusinessNameLine1

Field	Value	IRS element (for citing)
Controlled Organization	false	ControlledOrganizationInd