FEDEX PILOTS POST-MEDICARE RETIREE PREMIUM REIMBURSEMENT PLAN: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: FEDEX PILOTS POST-MEDICARE RETIREE PREMIUM REIMBURSEMENT PLAN (EIN 65-1297729)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2014-11-07
IRS object ID: 201403119349301020
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 D
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-11-07T11:10:06-06:00	ReturnTs
Tax Period End	2013-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Grant Thornton LLP	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2010 CORPORATE RIDGE SUITE 400	AddressLine1
City	MCLEAN	City
State	VA	State
ZIP Code	22102	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	651297729	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	FEDEX PILOTS POST-MEDICARE	BusinessNameLine1
Business Name Line2	RETIREE HEALTH PLAN	BusinessNameLine2

Field	Value	IRS element (for citing)
In Care Of	% STEVEN HODGSON	InCareOfNm
Business Name Control	FEDE	BusinessNameControlTxt
Phone	7036894132	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	535 HERNDON PARKWAY	AddressLine1
Address Line2	Suite	AddressLine2
City	HERNDON	City
State	VA	State
ZIP Code	20170	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	STEVEN HODGSON	PersonNm
Person Title	MANAGER, ALPA R&I DEPT	PersonTitleTxt
Phone	7036894132	PhoneNum
Signature	2014-11-06	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Mary Torretta	PreparerPersonNm
PTIN	P00847851	PTIN
Phone	7036894132	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)
Principal Officer	STEVEN HODGSON	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	535 HERNDON PARKWAY	AddressLine1
City	HERNDON	City
State	VA	State
ZIP Code	20170	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	$44,491,720	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	N/A	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2007	FormationYr
Legal Domicile State	VA	LegalDomicileStateCd
Activity Or Mission	PROVIDE ELIGIBLE RETIRED PILOTS AND THEIR SPOUSES WITH A REIMBURSEMENT SPOUSES WITH A REIMBURSEMENT OF PREMIUMS PAID TO CERTAIN MEDICARE PLANS AND TO PROVIDE ACCESS TO A POST AGE 65 GROUP DENTAL PLAN.	ActivityOrMissionDesc
Voting Members Governing Body	3	VotingMembersGoverningBodyCnt
Voting Members Independent	3	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$2,529,280	PYProgramServiceRevenueAmt
CY Program Service Revenue	$2,511,504	CYProgramServiceRevenueAmt
PY Investment Income	$2,878,301	PYInvestmentIncomeAmt
CY Investment Income	$7,186,356	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$5,407,581	PYTotalRevenueAmt
CY Total Revenue	$9,697,860	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$766,808	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$738,664	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$38,004	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$25,249	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$515,371	PYOtherExpensesAmt
CY Other Expenses	$643,435	CYOtherExpensesAmt
PY Total Expenses	$1,320,183	PYTotalExpensesAmt
CY Total Expenses	$1,407,348	CYTotalExpensesAmt
PY Revenues Less Expenses	$4,087,398	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$8,290,512	CYRevenuesLessExpensesAmt
Total Assets BOY	$71,649,351	TotalAssetsBOYAmt
Total Assets EOY	$87,898,772	TotalAssetsEOYAmt
Total Liabilities BOY	$151,922	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$4,694,291	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$71,497,429	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$83,204,481	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	See Schedule O.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Desc	PROVIDE A PREMIUM REIMBURSEMENT OF UP TO $1,344 PER PARTICIPANT FOR THE 1/1/2013 PLAN YEAR FOR ELIGIBLE RETIRED PILOTS AND/OR THEIR SPOUSES WHO ARE AGE 65 OR OVER AND WHO PURCHASE A MEDICARE SUPPLEMENT POLICY AND/OR MEDICARE PART D POLICY. THERE WERE APPROXIMATELY 770 PARTICIPANTS AT THE END OF THE 1/1/2013 PLAN YEAR RECEIVING BENEFITS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Desc	PROVIDE ACCESS TO GROUP RETIREE RATES FOR ELIGIBLE RETIRED FEDEX PILOTS AND THEIR SPOUSE WHO CHOOSE TO PURCHASE DENTAL INSURANCE THROUGH METLIFE. THIS IS A CONTRIBUTORY PLAN WITH NO COST TO THE VEBA FOR MAKING THIS BENEFIT AVAILABLE.	Desc

Field	Value	IRS element (for citing)
Described In Section501c3	false	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
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	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	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	Yes (true)	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	5	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
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	3	GoverningBodyVotingMembersCnt
Independent Voting Member	3	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	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	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	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	false	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	STEVEN HODGSON	PersonNm
Phone	7036894114	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	535 HERNDON PARKWAY	AddressLine1
City	HERNDON	City
State	VA	State
ZIP Code	20170	ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Institutional TrusteeInstitutionalTrusteeInd
MIKE BROOME
VEBA BOARD ALTERNATE	5.0	Yes (X)	$8,416	$0	$0
CRAIG DROSSEL
VEBA BOARD ALTERNATE MBR	5.0	Yes (X)	$8,416	$0	$0
AL SMITH
VEBA BOARD MEMBER	5.0	Yes (X)	$8,416	$0	$0
Ken Binder
VEBA Board Chairman	5.0	Yes (X)	$4,149	$16,229	$0
DAVID CHASE
VEBA BOARD ALTERNATE	5.0	Yes (X)	$8,733	$2,644	$0
STEVEN HODGSON
MANAGER, ALPA R&I DEPT	5.0	Yes (X)	$0	$246,595	$45,592	Yes (X)
THE NORTHERN TRUST COMPANY
TRUSTEE	1.0		$188,862	$0	$0		Yes (X)
LEE MOAK
PRESIDENT/ALPA	1.0		$0	$862,140	$56,197	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$226,992	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$1,127,608	TotReportableCompRltdOrgAmt
Total Other Compensation	$101,789	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Field	Value	IRS element (for citing)
Person	NONE	PersonNm

Field	Value	IRS element (for citing)
Contractor Address		ContractorAddress
Services	NONE	ServicesDesc

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Total Contributions	$0	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYEE CONTRIBUTIONS	900099	$230,570	$230,570
EMPLOYER CONTRIBUTIONS	900099	$2,280,934	$2,280,934

Field	Value	IRS element (for citing)
Total Program Service Revenue	$2,511,504	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,877,367	TotalRevenueColumnAmt
Exclusion	$1,877,367	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	$40,102,849	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$34,793,860	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$5,308,989	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,308,989	TotalRevenueColumnAmt
Exclusion	$5,308,989	ExclusionAmt

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

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$9,697,860	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,511,504	RelatedOrExemptFuncIncomeAmt
Exclusion	$7,186,356	ExclusionAmt

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	$738,664	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$25,249	TotalAmt

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	$0	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$29,350	TotalAmt

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	$188,862	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

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

Advertising AdvertisingGrp

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

Office Expenses OfficeExpensesGrp

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

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	$5,687	TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt
PREMIUMS PD BY PARTICIPANTS	$230,570
VEBA ACTUARY/CONSULTANT FEES	$60,975
BOARD MEMBER EXPENSES	$40,532
ADMINISTRATIVE EXPENSES	$87,459

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,407,348	TotalAmt

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	$0	BOYAmt
EOY	$0	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	$137,627	BOYAmt
EOY	$2,931,959	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	$71,511,724	BOYAmt
EOY	$84,966,813	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	$71,649,351	BOYAmt
EOY	$87,898,772	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	$151,922	BOYAmt
EOY	$4,694,291	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$151,922	BOYAmt
EOY	$4,694,291	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$71,497,429	BOYAmt
EOY	$83,204,481	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

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

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

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	$71,497,429	BOYAmt
EOY	$83,204,481	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$71,649,351	BOYAmt
EOY	$87,898,772	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$8,290,512	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$3,416,540	NetUnrlzdGainsLossesInvstAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Other	Yes (X)	MethodOfAccountingOtherInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp
CY Minus3 Yr Endwmt Fund		CYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt Fund		CYMinus4YrEndwmtFundGrp
Land		LandGrp
Buildings		BuildingsGrp
Leasehold Improvements		LeaseholdImprovementsGrp
Equipment		EquipmentGrp
Other Land Buildings		OtherLandBuildingsGrp
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	PENDING TRADE PURCHASES	Desc
Amt	$4,694,291	Amt

Field	Value	IRS element (for citing)
Total Liability	$4,694,291	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$13,114,400	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$3,416,540	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$3,416,540	RevenueNotReportedAmt
Revenue Subtotal	$9,697,860	RevenueSubtotalAmt
Total Revenue Per Form990	$9,697,860	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$1,407,348	TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal	$1,407,348	ExpensesSubtotalAmt
Total Expenses Per Form990	$1,407,348	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule D, Part X, Line 2	FormAndLineReferenceDesc
Explanation	The Air Line Pilots Association Fed Ex Pilots Post-Medicare Retiree Health Plan Trust qualifies under Section 501(c)(9) of the IRC as a VEBA. The VEBA has received an exemption letter from the Internal Revenue Service (IRS) dated August 22, 2008. Accordingly, no provision for income taxes is needed. The Plan and the VEBA trust are required to operate in conformity with the IRC in order to maintain the VEBA's tax-exempt status. The Plan administrator is not aware of any course of action or series of events that has occurred that might adversely affect the VEBA's tax-exempt status. The Plan has been amended since the most recent determination letter was issued; however, the Plan administrator believes that the Plan is currently designed and being operated in compliance with the applicable requirements of the IRC. Accounting principles generally accepted in the United States of America require plan management to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. The plan administrator has analyzed the tax positions taken by the Plan, and has concluded that as of December 31, 2013 and 2012, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan administrator believes it is no longer subject to income tax examinations for years prior to 2010.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LEE MOAK
PRESIDENT/ALPA	$0	$380,093	$0	$0	$0	$482,047	$0	$25,500	$0	$30,697	$0	$918,337	$0	$0
STEVEN HODGSON
MANAGER, ALPA R&I DEPT	$0	$227,941	$0	$8,124	$0	$10,530	$0	$24,928	$0	$20,664	$0	$292,187	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule J, Part I, Line 4b	FormAndLineReferenceDesc
Explanation	Donald L. Moak and Steven Hodgson participate in a supplemental nonqualified retirement plan. The 2013 amounts for this plan was $266,824 and $0, respectively.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Organization's Mission	Form 990, Part III, Line 1 PURSUANT TO THE COLLECTIVE BARGAINING AGREEMENT BETWEEN FEDEX CORPORATION AND THE AIR LINE PILOTS ASSOCIATION, INTERNATIONAL, THE MISSION OF THE FEDEX PILOTS POST-MEDICARE RETIREE HEALTH PLAN IS TO PROVIDE ELIGIBLE RETIRED PILOTS AND THEIR SPOUSES WITH A REIMBURSEMENT OF PREMIUMS PAID TO A MEDICARE SUPPLEMENT HEALTH PLAN AND/OR A MEDICARE PART D PLAN, AND TO PROVIDE ACCESS TO A POST AGE 65 GROUP DENTAL PLAN. THE PREMIUM REIMBURSEMENT RATE IS DETERMINED ANNUALLY BY THE BOARD IN ACCORDANCE WITH THE PLAN DOCUMENT. Governing Body Form 990, Part VI, Section A, Lines 1a and 1b The Board consists of two active pilots one of whom is a regular board member with voting rights, and one of whom is an alternate member who votes if the regular member is not present. The Board also consists of three retired pilot members, two of whom are regular board members with voting rights and one who votes if the one of the regular members is not present.
Members or Stockholders Who May Elect	Form 990, Part VI, Line 7a The president of the Air Line Pilots Association, International, has the power to appoint and remove all members of the Administrative Board.
Decisions Subject to Approval	Form 990, Part VI, Section A, Line 7b AS THE ASSOCIATION IS THE PLAN SPONSOR, THE PRESIDENT OF THE ASSOCIATION SIGNS ANY PLAN DOCUMENTS AND ANY CHANGES TO THE PLAN DOCUMENT.
Committee with authority	Form 990, Part VI, Section A, Line 8b The organization does not have committees with authority to act on behalf of the governing body.
Form 990 Review Process	Form 990, Part VI, SECTION B, Line 11b The final draft of the organization's form 990 is sent to the VEBA Board Members; Steven Hodgson, ALPA management; and Barbara Esplin - consultant who coordinates the audit, 5500 and 990 for the Plan. Each person reviews the draft Form 990 and is requested to provide any feedback to Barbara Esplin, who in turn reports any comments back to Grant Thornton. The comments are incorporated into the final version of the Form 990 which is filed with the IRS.
Conflict of Interest Policy Monitoring & Enforcement	Form 990, Part VI, Section B, Line 12C Fedex Pilots Post-Medicare Retiree Health Plan follows the conflict of interest policy of its related organization Air Line Pilots Association International ("ALPA") seen below. (1) ALPA's conflict of interest policy is reviewed with employees, a written copy is included in each employee new hire kit, included in the employee handbook and the policy is posted on the employee staff center website. The policy provides examples of some of the relationships that should be avoided. The policy requires that all employees avoid conflicts between their personal interest and the members of, or persons represented by, ALPA or the interest of ALPA in dealing with employers or with suppliers, customers, and all other organizations or individuals seeking to do business with ALPA. If a conflict is reported, discovered, or suspected, it is addressed first by the employee's supervisor and, if necessary, by the human resources department, and in either case, appropriate measures are taken, which can include termination for violation of the policy. (2) In accordance with Federal labor laws, ALPA is governed by officers elected from among the membership. Accordingly, decisions made by ALPA's governing bodies necessarily affect the officers who make up those governing bodies, just as those decisions affect the union members as a whole. However, section 501(A) of the Labor-Management Reporting and Disclosure Act (LMRDA), 29 U.S.C. S501(A), states that officers and other union representatives "occupy positions of trust" with respect to the union and so that "[I]t is, therefore, the duty of each such person, taking into account the special problems and functions of a labor organization, to hold its money and property solely for the benefit of the organization and its members and to manage, invest, and expend the same in accordance with its constitution and bylaws and any resolutions of the governing bodies adopted thereunder, to refrain from dealing with such organization as an adverse party or in behalf of an adverse party in any matter connected with his duties and from holding or acquiring any pecuniary or personal interest which conflicts with the interest of such organization, and to account to the organization for any profit received by him in whatever capacity in connection with transactions conducted by him or under his direction on behalf of the organization." The responsibilities imposed by LMRDA section 501(A) may be enforced by union members through suits in federal courts, or by the Secretary of Labor, and those responsibilities govern the union's actions.
Process for Determining Compensation	Form 990, Part VI, SECTION B, Lines 15A AND 15B The Administrative Board of the Organization has set the reasonable compensation rate which is articulated in the organization's VEBA Administrative Board Administrative Manual: 1. Retired Members serving on the Board: will be compensated 6 hours per day at the widebody Captain rate, plus a 7.65% override to offset THE EMPLOYER'S SOCIAL SECURITY MATCH. TRAVEL DAYS WILL BE COMPENSATED AT 1/2 (ONE HALF) OF A FULL DAY RATE. PARTIAL DAYS WILL BE PRORATED. 2. An Administrative Board member who is an active pilot will be compensated via flight pay loss, and the plan will reimburse the Association for the flight pay loss reasonably attributable to the pilot's attendance at the meeting. 3. All VEBA Administrative Board compensation will be approved before payment by the VEBA Administrative Board Chairman or his designee. In no case will a Board Member approve his own compensation. The organization does not compensate its officers directly.
Public availability of information	FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW.
Method of Accounting	Form 990, Part XII, Line 1 The Plans financial statements are prepared on the modified cash basis of accounting, which is consistent with the basis used to prepare the Plans Form 5500. Certain revenue and related assets are recognized when received, and others, such as investment income, are recognized when earned. Certain expenses are recognized when paid rather than when the obligation is incurred. Purchases and sales of securities are recognized as of the date of the trade, and any related receivable or payable pending settlement is reflected in the statements of net assets available for benefits.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Controlled OrganizationControlledOrganizationInd
AIR LINE PIOTS ASSOCIATION
535 HERNDON PARKWAY	HERNDON	VA	20170	360710830	LABOR UNION	VA	501(C)(5)	N/A	NA	false
ALPA Emergency Relief Fund
535 Herndon Parkway	Herndon	VA	20170	141936814	Support ALPA	VA	501(C)(3)	11A	ALPA	false
1625 Massachusetts Ave
535 Herndon Parkway	Herndon	VA	20170	520946056	RENT PROPERTY	VA	501(C)(2)	N/A	ALPA	false
Air Line Pilots Association PAC
535 Herndon Parkway	Herndon	VA	20170	521062313	PAC	VA	527	N/A	ALPA	false
ALPA Pilot Welfare Benefit Plan
535 Herndon Parkway	Herndon	VA	20170	541775762	VEBA	VA	501(C)(9)	N/A	ALPA	false
Retiree Health Plan & Trust for Certain
535 Herndon Parkway	Herndon	VA	20170	541587464	VEBA	VA	501(C)(9)	N/A	ALPA	false

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd	Address Line1ForeignAddress/AddressLine1	CityForeignAddress/City	CountryForeignAddress/Country	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Province Or StateForeignAddress/ProvinceOrState
International Pilots Services
535 Herndon Parkway	Herndon	VA	20170	541867306	CONSULTING	VA	ALPA	C Corp	false
Kitty Hawk Insurance Company Ltd
							ALPA	C Corp	false	41 Cedar Avenue	Hamilton	BD	BD
ALPA CANADA INSURANCE TRUST
					VEBA		ALPA	TRUST	false	360 ALBERT Street suite 1715 K1R	OTTAWA	CA	CA	ONTARIO

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd