2014-08-14T13:31:46-05:00 2013-12-31 381357951 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT SUITE 500 AUBURN HILLS MI 48326 990 2013-01-01 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 2014-08-11 1 LYNNE M HUISMANN P00053811 2483757100 2013 2015-11-30 17:44:51Z X JEANETTE STUMP 60 BOULEVARD OF THE ALLIES NO 5TH PITTSBURGH PA 15222 31189658 0 X N/A X 2005 OH PAYMENT OF CERTAIN WELFARE BENEFITS PURSUANT TO A VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION. 6 3 0 0 0 0 0 0 8261016 2473260 2611692 1394031 0 33797 10872708 3901088 0 0 5657560 6103329 0 0 0 0 0 215332 277687 5872892 6381016 4999816 -2479928 47019810 47381778 0 0 47019810 47381778 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 2,169 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 0 0 0 0 0 0 0 0 0 X 6 3 0 0 0 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 0 0 0 WALTER SANDERS COMMITTEE MEMBER 1.00 X 0 0 0 WILLIAM DAVIS COMMITTEE MEMBER 1.00 X 0 0 0 LISA RIEDEL COMMITTEE MEMBER 1.00 X 0 0 0 THOMAS NOTARO COMMITTEE MEMBER 1.00 X 0 0 0 DANIEL ISALY COMMITTEE MEMBER 1.00 X 0 0 0 PNC BANK NA TRUSTEE 1.00 X 172435 0 0 172435 0 0 0 0 0 0 0 EMPLOYEE CONTRIBUTIONS 900099 2473260 2473260 2473260 1037464 1037464 27645137 27288570 356567 356567 356567 HEALTH PLAN INCOME 900099 33797 33797 33797 3901088 2507057 0 1394031 6103329 172435 42906 16940 8474 36307 TRUSTEE MEETING EXPENSE 625 6381016 1097391 2039328 45922419 45342450 47019810 47381778 0 0 X 47019810 47381778 0 0 0 0 47019810 47381778 47019810 47381778 -2479928 2841896 0 X X 0 1 X 0 0 0 X 7290112 2841896 547128 3389024 3901088 0 3901088 6899986 518970 518970 6381016 0 6381016 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 2010. PART XI, LINE 2D - OTHER ADJUSTMENTS: OPT-OUT BENEFITS 518,970. SELF-INSURED PLAN OPTIONS 28,158. PART XII, LINE 2D - OTHER ADJUSTMENTS: OPT-OUT BENEFITS 518,970. 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. FORM 990, PART VIII AND PART IX: OPT-OUT CONTRIBUTIONS OF $518,970 ARE INCLUDED IN EMPLOYER CONTRIBUTIONS AND AND OPT-OUT BENEFITS OF $518,970 ARE INCLUDED IN BENEFITS PAID TO OR FOR MEMBERS. THESE AMOUNTS ARE PAID OUTSIDE OF THE TRUST AND THEREFORE ARE NOT INCLUDED ON THE RETURN. 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