2014-08-08T10:01:38-05:00 2013-09-30 208078757 SALTER & COMPANY LLC 4600 EAST-WEST HIGHWAY SUITE 300 BETHESDA MD 20814 990 2012-10-01 366562520 NATIONAL IAM BENEFIT TRUST FUND NATI 2027858148 1300 CONNECTICUT AVENUE NW NO 300 WASHINGTON DC 200361703 ROBERT ROACH 2027858148 2014-08-08 1 MICHAEL E WARSHAW CPA P01236267 3018307400 2014-08-06 X 2012 2015-11-30 17:44:51Z ROBERT ROACH 1300 CONNECTICUT AVENUE NW NO 300 WASHINGTON DC 200361703 67368096 0 X WWW.IAMBTF.ORG X 1973 DC TO PROVIDE HEALTH, WELFARE, VISION, AND DENTAL BENEFITS TO ELIGIBLE PART. AND THEIR DEPENDENTS. 6 0 14 0 0 0 0 0 62867865 61761067 1987261 1350256 892064 876734 65747190 63988057 0 0 54379012 54121821 1477037 1315801 0 0 0 3899120 3669212 59755169 59106834 5992021 4881223 63226493 70244331 2512702 3882684 60713791 66361647 TO PROVIDE HEALTH, WELFARE, VISION, AND DENTAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 PROVIDED HEALTH, WELFARE, VISION, AND DENTAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 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 1 0 0 1 5 0 1 14 1 0 0 0 0 0 0 X 6 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 X THE FUND 2027858148 1300 CONNECTICUT AVE NW SUITE 300 WASHINGTON DC 20036 LYNN TUCKER 1.00 40.00 X 0 229547 33035 PHIL GRUBER 1.00 40.00 X 0 233308 33035 ALFRED NELSON 1.00 X 0 0 0 PETE PETERSON 1.00 X 0 0 0 THOMAS MITCHELL 1.00 X 0 0 0 ROBERT ROACH JR 1.00 40.00 X 0 255334 18209 WILLIAM M MUTH 1.00 X 0 0 0 STEVE SLEIGH 5.00 35.00 X 0 449887 52002 STEVEN LOSTOSKI 40.00 X 140989 0 32138 CONSTANCE DEFRANCE 40.00 X 161968 0 21029 302957 1168076 189448 2 0 1 0 CIGNA 900 COTTAGE GROVE ROAD BLOOMFIELD CT 06002 CLAIMS PROCESSING 2179056 THE SEGAL COMPANY 1920 N STREET NW WASHINGTON DC 20036 CONSULTING 354771 DELTA DENTAL ONE DELTA DRIVE MECHANICSBURG PA 17055 CLAIMS PROCESSING 318279 3 EMPLOYER CONTRIBUTIONS 525100 60915680 60915680 PARTICIPANT CONTR. 525100 845387 845387 61761067 1249410 1249410 3480885 3380039 100846 100846 100846 STOP LOSS INS PROCEEDS 525100 876734 876734 876734 63988057 62637801 0 1350256 54121821 913291 95376 238662 68472 91584 35329 2840235 83431 34062 204066 17088 3364 10888 51422 SHARED OFFICE EXPENSE 210832 POSTAGE 39196 BANK CHARGES 15418 EDUCATION EXPENSE 10298 21999 59106834 555715 436234 112655 392056 27760 27468 661134 620751 38880 40383 62491483 69348190 63226493 70244331 1299592 1546621 67714 921870 1145396 1414193 2512702 3882684 X 60713791 66361647 0 0 0 0 60713791 66361647 63226493 70244331 4881223 766633 0 X X 0 1 X 1 0 178074 166311 11763 483060 454440 28620 40383 OUTSTANDING CHECKS - BENEFIT ACCOUNT 1414193 1414193 64749690 766633 766633 63983057 5000 5000 63988057 59101834 0 59101834 5000 5000 59106834 X 0 0 0 LYNN TUCKER 0 229547 0 0 0 0 0 4373 0 28662 0 262582 0 0 PHIL GRUBER 0 233308 0 0 0 0 0 4373 0 28662 0 266343 0 0 ROBERT ROACH JR 0 255334 0 0 0 0 0 4796 0 13413 0 273543 0 0 STEVE SLEIGH 0 449887 0 0 0 0 0 31200 0 20802 0 501889 0 0 STEVEN LOSTOSKI 140989 0 0 0 0 0 11336 0 20802 0 173127 0 0 0 CONSTANCE DEFRANCE 161968 0 0 0 0 0 11336 0 9693 0 182997 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS PROVIDED TO THE FUND OFFICE WHICH PROVIDED IT TO THE BOARD OF TRUSTEES FOR THEIR REVIEW PRIOR TO ITS FILING. THE SALARY FOR THE FUND DIRECTOR IS DETERMINED BY THE BOARD OF TRUSTEES. ALL OTHER COMPENSATION OF THE NON-BARGAINING UNIT STAFF IS DETERMINED BY THE FUND DIRECTOR. ALL OTHER COMPENSATION OF THE BARGAINING UNIT STAFF IS DETERMINED BY THE COLLECTIVE BARGAINING AGREEMENT. FORM 990, PART VI, SECTION C, LINE 19 PARTICIPANTS CAN REQUEST COPIES OF THE DOCUMENTS OR REVIEW THE DOCUMENTS AT THE FUND OFFICE. FORM 990, PART XII, LINE 2(C): THE REVIEW PROCESS IS UNCHANGED FROM PRIOR YEAR. 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BECHTEL CONSTRUCTION (PART OF TVA) PO BOX 7700 GLENDALE HEIGHTS AZ 853127702 942239710 CONTRIBUTING EMPLOYER AZ N/A C 0 DAY & ZIMMERMAN 1324 ELM HILL PIKE NASHVILLE TN 372104509 232499111 CONTRIBUTING EMPLOYER TN N/A C 0 GUBMK CONTRACTORS (PART OF TVA) 1302 TOPSIDE RD LOUISVILLE TN 37764 621623583 CONTRIBUTING EMPLOYER TN N/A C 0 JOHNSON CONTRACTORS PO BOX 3779 MUSCLE SHOALS AL 35622 630646944 CONTRIBUTING EMPLOYER AL N/A C 0 MCTEAGUEHIGBEE PO BOX 5000 TOPSHAM ME 04086 010513645 CONTRIBUTING EMPLOYER ME N/A C 0 NATIONAL IAM BENEFIT TRUST FUND 1300 CONNECTICUT AVE NW WASHINGTON DC 20036 366562520 PLAN SPONSOR DC N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 1 IAM NATIONAL PENSION FUND K 204066 IAM NATIONAL PENSION FUND P 353331