2013-10-24T15:33:15-05:00 2012-12-31 BOND BEEBE PC 4600 EAST-WEST HIGHWAY SUITE 900 BETHESDA MD 208143423 990 2012-01-01 530227042 BAKERY AND CONFECTIONERY UNION AND INDUSTRY INTERNATIONAL HEALTH BENEFITS FUND % ROBERT J BERGIN BAKE 3014683750 10401 CONNECTICUT AVE Suite KENSINGTON MD 208953960 ROBERT BERGIN 3014683750 2013-10-04 true SCOTT PRICE 3012726000 2012 2016-03-07 17:11:31Z ROBERT J BERGIN 10401 CONNECTICUT AVENUE KENSINGTON MD 208953960 290268796 false X BCTRUSTFUNDS.ORG X 1953 NY THE FUND OPERATES AS A TRUST TO PROVIDE CERTAIN HEALTH BENEFITS TO LOCAL UNION EMPLOYEES, FUND OFFICE EMPLOYEES AND COVERED EMPLOYEES OF PARTICIPATING EMPLOYERS UNDER COLLECTIVELY BARGAINED AGREEMENTS. 11 0 48 0 0 0 0 38344489 37369180 9994622 9832500 0 0 48339111 47201680 0 0 39024800 40742282 2475483 2341879 0 0 0 2526019 2603501 44026302 45687662 4312809 1514018 243373508 253433939 2786991 3965910 240586517 249468029 THE ORGANIZATION IS THE TRUST FOR THE BAKERY AND CONFECTIONERY UNION AND INDUSTRY INTERNATIONAL HEALTH BENEFITS PLAN, A COLLECTIVELY BARGAINED WELFARE BENEFIT PLAN SERVING THE UNION MEMBERS OF THE BAKERY AND CONFECTIONERY INDUSTRY. false false FUNDED HEALTH, DISABILITY, AND DEATH BENEFITS FOR MEMBERS, WHICH NUMBERED approximately 12,800 AS OF DECEMBER 31, 2012. false false false false false false false false false true false false false true true true false false false false false false false false false false false false true false false false false true false false false false false false true false false true 4647 0 true 48 true false false false false false false X 11 0 false false false false false true false true false true false false false false true false false false NY X ROBERT J BERGIN 3014683720 10401 CONNECTICUT AVE KENSINGTON MD 208953960 X FRANK HURT 1.0 39.0 X X 0 296477 11265 DAVID B DURKEE 1.0 39.0 X 0 236986 80756 STEVEN V BERTELLI 1.0 39.0 X 0 159766 67398 ANTHONY L JOHNSON 1.0 39.0 X 0 67248 57345 ART MONTMINY 1.0 39.0 X 0 158212 67247 ROBERT OAKLEY 1.0 39.0 X 0 163092 18620 RANDY D ROARK 1.0 39.0 X 0 158120 67331 THOMAS G KIRCHNER 1.0 39.0 X 0 0 LOU MINELLA 1.0 39.0 X X 0 0 JON MCPHERSON 1.0 39.0 X 0 0 JOHN WAGNER 1.0 39.0 X 0 0 DAN CRAIG 1.0 39.0 X 0 0 JAMES RIVERS 1.0 39.0 X 0 123220 -6862 ROBERT J BERGIN 8.0 32.0 X 44519 178075 74590 STEVEN BROCK 8.0 32.0 X 25276 101104 52016 HILTON BRAKE 14.0 26.0 X 46971 87231 65954 MICHAEL KIDD 14.0 26.0 X 40964 76076 65476 157730 1805607 621136 0 false true false PNC - FINANCIAL SERVICES TWO HOPKINS PLAZA BALTIMORE MD 21203 CUSTODIAL SERVICES 294229 BOND BEEBE 4600 EAST-WEST HWY SUITE 900 BETHESDA MD 208143423 ACCOUNTING SERVICES 288015 THE SEGAL COMPANY ONE PARK AVENUE 8TH FLOOR NEW YORK NY 100165895 ACTUARY SERVICES 283595 CAPARIO 4415 SOLUTIONS CENTER CHICAGO IL 606774404 MEDICAL REIMBURSEMNT 168643 4 0 EMPLOYERS CONTRIBUTIONS 525100 24519698 24519698 PARTICIPANTS COBRA CONTRIBUTIONS 525100 154955 154955 RETIREES CONTRIBUTIONS 525100 12694527 12694527 37369180 7564207 7564207 0 0 0 0 0 245335409 243067116 2268293 2268293 2268293 0 0 0 0 47201680 37369180 9832500 0 0 0 40742282 84566 0 1355121 496940 293400 111852 0 114531 288015 0 0 294229 283595 0 567684 0 0 347710 0 0 28636 0 0 257356 39517 MEDICAL CLAIMS PROCESS/REVIEW 193275 ALLOCATED ADMINISTRATION 149400 MEMBERSHIP FEES 12500 HEALTH CARE AUDITING 11547 15506 45687662 X 219948 54186 7187053 6467366 0 0 2401133 1612016 0 0 0 0 0 0 0 0 102835 73629 7354390 6666253 569817 688137 231341177 241167154 0 0 0 0 0 0 1551545 3371451 243373508 253433939 285245 302951 0 0 678666 606615 0 0 0 0 0 0 0 0 0 0 1823080 3056344 2786991 3965910 X 0 0 0 0 240586517 249468029 240586517 249468029 243373508 253433939 X 1514018 7250432 117062 X false true X true false 1193298 1141989 51309 5952135 5321852 630283 208957 202412 6545 688137 0 CASH COLLATERAL OBLIGATION 2152900 NET UNFUNDED PENSION LIABILITY 819489 DUE TO PENSION FUND 83955 3056344 X 54157883 7250432 7250432 46907451 294229 294229 47201680 45393433 45393433 294229 294229 45687662 FIN 48 FOOTNOTE PART X, LINE 2 Accounting principles generally accepted in the United States of America require management to evaluate income tax positions taken and accrue an income tax liability if the Fund has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Management has evaluated the income tax positions taken and concluded that as of December 31, 2012, there are no uncertain positions taken or expected to be taken that would require accrual of a liability in the consolidated financial statements. The Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes that the Fund is no longer subject to income tax examinations for years prior to 2009. false false false ROBERT J BERGIN 40730 162920 3789 15155 17606 45954 2206 8824 64331 232853 0 0 FRANK HURT 0 210672 85805 0 -370 0 11635 0 307742 0 0 DAVID B DURKEE 0 196627 40359 0 69239 0 11517 0 317742 0 0 STEVEN V BERTELLI 0 137638 22128 0 55906 0 11492 0 227164 0 0 ART MONTMINY 0 137638 20574 0 55755 0 11492 0 225459 0 0 ROBERT OAKLEY 0 142638 20454 0 7128 0 11492 0 181712 0 0 RANDY D ROARK 0 137638 20482 0 55839 0 11492 0 225451 0 0 HILTON BRAKE 44671 82960 2300 4271 15214 39709 3861 7170 66046 134110 0 0 STEVEN BROCK 23985 95939 1291 5165 11353 29633 2206 8824 38835 139561 0 0 MICHAEL KIDD 40964 76076 15081 39364 3861 7170 59906 122610 0 0 DEFERRED COMPENSATION PART II, COLUMN C THE AMOUNTS IN THIS COLUMN ONLY REPRESENT THE ANNUAL INCREASE (DECREASE) IN ACTUARIAL VALUE OF A QUALIFIED DEFINED BENEFIT PLAN, AS CALCULATED BY THE PLAN ACTUARY. KATIE CHARPENTIER SEE PART V 49503 WAGES false RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION PART IV, LINE 1(B) FAMILY MEMBER OF ROBERT J BERGIN, EXECUTIVE DIRECTOR REVIEW PROCESS OF FORM 990 PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES HAS DELEGATED THE RESPONSIBILITY TO REVIEW THE FORM 990 PRIOR TO FILING TO THE MANAGER OF ADMINISTRATIVE SERVICES AND THE EXECUTIVE DIRECTOR. SELECTION OF TRUSTEES PART VI, SECTION A, LINE 7A THE TRUSTEES ARE APPOINTED BY THE UNION AND EMPLOYERS, WHO PARTICIPATE IN THE HEALTH BENEFIT PLAN. EACH GROUP HAS THE RIGHT TO SELECT UP TO EIGHT TRUSTEES TO SERVE ON THE BOARD. PUBLIC AVAILABILITY OF GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS PART VI, SECTION C, LINE 19 THE BENEFIT PLAN DOES MAKE ITS PLAN DOCUMENT, TRUST DOCUMENT AND SUMMARY PLAN DESCRIPTION AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. OTHER COMMITTEES PART VI, SECTION A, LINE 8B THE BENEFIT PLAN HAS NO OTHER COMMITTEE THAT CAN ACT ON THE BEHALF OF THE GOVERNING BODY. MAILING ADDRESSES FOR TRUSTEES DIFFERENT FROM FUND ADDRESS PART VI, SECTION A, LINE 11 LIST OF TRUSTEES THAT ARE REACHED AT AN ADDRESS DIFFERENT FROM THE TRUST: ------------------------------------------------------------------------- James Rivers International Vice President, BCTGM International Union 155 Forest Hall Place, Fayetteville, GA 30214 Art Montminy International Vice President, BCTGM International Union PO Box 628, Douglas, MA 01516 Robert Oakley International Vice President, BCTGM International Union 706 Stelwood Road, Philadelphia, PA 19115 Randy D. Roark International Vice President, BCTGM International Union 12506 37th Ave Court, N.W., Gig Harbor, WA 98332 Dan Craig Vice President, Labor & Employee Relations, Bimbo Bakeries USA 3500 Lacey Road, Downers Grove, IL 60515 Jon McPherson Vice President, Director - Corporate Logistics, The Kroger Company 1014 Vine Street, Cincinnati, OH 45202 Lou Minella Vice President, Senior VP Labor Relations, Bimbo Bakeries USA 255 Business Center Drive, #200, Horsham, PA 19044 John Wagner Vice President of Labor Relations, The Kroger Company 1014 Vine Street, Cincinnati, OH 45202 NONCASH OUTLAYS INCLUDED IN COMPENSATION PART VII, SECTION A, COLUMN E & F $496,402 OF COLUMN F REPRESENT AMOUNTS CALCULATED BY THE PLAN ACTUARY AS TO THE INCREASE IN ACTUARIAL VALUE IN DEFINED BENEFITS. THESE AMOUNTS REPORTED ARE NOT ACTUAL OUTLAYS OF COMPENSATION TO THE OFFICERs AND HIGHLY COMPENSATED EMPLOYEES. OTHER CHANGE IN NET ASSETS PART XI, LINE 9 PENSION-RELATED CHANGES OTHER Than Net Periodic Pension COST OF $117,062 b&c union & industry intl pension 10401 CONNECTICUT AVE KENSINGTON MD 20895 526118572 PENSION FUND MD 401(A) NA false BCTGM Local Union 25 3922 Volunteer Drive Chattanooga TN 37416 N/A BCTGM Local Union 26 2201 West 52nd Av Denver CO 80221 N/A BCTGM Local Union 50 85 ORIENT WAY RUTHERFORD NJ 07070 N/A BCTGM Local Union 1 7310 39th Street 200 Lyons IL 60534 N/A BCTGM Local Union 53 85 ORIENT WAY RUTHERFORD NJ 07070 N/A BCTGM Local Union 3 85 ORIENT WAY RUTHERFORD NJ 07070 N/A BCTGM Local Union 4 2615 Winnebago Street Saint Louis MO 63118 N/A BCTGM Local Union 6 5416 Rising Sun Ave Philadelphia PA 19120 N/A BCTGM Local Union 9 5950 6th Ave S Suite 201 Seattle WA 98108 N/A BCTGM Local Union 22 312 Central Ave Ste 590 Minneapolis MN 55414 N/A BCTGM Local Union 36 736 Federal St Ste 1205 Davenport IA 52803 N/A BCTGM Local Union 42 1030 Dill Ave S W Atlanta GA 30310 N/A BCTGM Local Union 57 555 East Rich Street Columbus OH 43215 N/A BCTGM Local Union 65 1414 N Memorial Dr Tulsa OK 74115 N/A BCTGM Local Union 83 6275 Auto Center Drive Buena Park CA 90621 N/A BCTGM Local Union 68 2701 W Patapsco Av Baltimore MD 21230 N/A BCTGM Local Union 85 7125 Governors Circle Sacramento CA 95823 N/A BCTGM Local Union 102 108-15 Crossbay Blvd Ozone Park NY 11471 N/A BCTGM Local Union 103 PO BOX 390865 DELTONA FL 32739 N/A BCTGM Local Union 111 1720 Ocala Street Dallas TX 75218 N/A BCTGM Local Union 116 66 Genesee Street Auburn NY 13021 N/A BCTGM Local Union 118 9602 B Martin L King Hwy Lanham MD 20706 N/A BCTGM Local Union 132 431 S Mapleton St Columbus IN 47201 N/A BCTGM Local Union 149 3305 DIRECTORS ROW Memphis TN 38131 N/A BCTGM Local Union 218 1100 Admiral Blvd 202 Kansas City MO 64106 N/A BCTGM Local Union 253 5725 Dragon Way Ste 201 Cincinnati OH 45227 N/A BCTGM Local Union 280 210 N Fulton Ave Evansville IN 47710 N/A BCTGM Local Union 300 4376 South Archer Ave Chicago IL 60632 N/A BCTGM Local Union 315 8316 Clairemont Mesa Blv Ste 201 San Diego CA 92111 N/A BCTGM Local Union 326 10501 Allen Rd 206 Allen Park MI 48101 N/A BCTGM Local Union 334 94 Auburn Street 200 Portland ME 04103 N/A BCTGM Local Union 348 1 Pleasant St Framingham MA 01701 N/A BCTGM Local Union 358 PO BOX 588 SANDSTON VA 23150 N/A BCTGM Local Union 364 2205 North Lombard St Portland OR 97217 N/A BCTGM Local Union 372B 6433 E Washington St Indianapolis IN 46219 N/A BCTGM Local Union 464 16 W Caracas Av Hershey PA 17033 N/A BCTGM Local Union 492 7521 Verree Road Philadelphia PA 19111 N/A BCTGM Local Union 503 122 Mentor Street Summerville SC 29483 N/A BCTGM Local Union 719 P O Box 1133 Clen Rock NJ 07452 N/A BCTGM Local Union 70 158 36th Street SE Grand Rapids MI 49548 N/A BCTGM Local Union 36G 225 Louisiana Street Buffalo NY 14204 N/A BCTGM INTERNATIONAL UNION 10401 CONNECTICUT AVENUE KENSINGTON MD 20895 N/A Board of Trustees B&C Union and Industr 10401 CONNECTICUT AVE KENSINGTON MD 20895 JOINT BOARD MD N/A false HOSTESS BRANDS INC 12 East Armour Blvd Kansas City MO 64111 BIMBO BAKERIES USA INC 255 Stewart Road Wilkes Barre PA 18706 A B Workers Federal credit union 7521 Verree Road Philadelphia PA 19111 Alpha Baking Co Inc 5001 W Polk Street Chicago IL 60644 Bays Michigan Corp P O Box 1455 Chicago IL 60690 Boehms Candies Inc 255 Northeast Gillman Issaquah WA 98027 Lewis Bros Bakeries Inc 855 Scott Street Murfreesboro TN 37129 Compass Group 7458 Candlewood Road C Hanover MD 21076 Cellone Bakery P O BOX 16288 Pittsburgh PA 15242 East Balt Commissary Inc 1801 W 31st Place Chicago IL 60608 Giant Food Inc P O Box 55888 Boston MA 02205 Gonnella Baking Co 1117 East Wiley Road Schaumburg IL 60173 Haggen Inc P O Box 9704 Bellingham WA 98227 Herman Seekamp Inc 1120 W Fullerton Ave Addison IL 60101 Automatic Rolls of ne 328 Lake Rd Dayville CT 06241 Just Born II 7701 State Road Philadelphia PA 19136 Klostermans Baking Co 4760 Paddock Rd Cincinnati OH 45229 Kroger Co P O Box 1648 Hutchinson KS 67504 Mallet & Co Inc P O Box 474 Carnegie PA 15106 Kellogg Co 235 Porter St Bldg 91-4 Battle Creek MI 49014 New Bakery Co of Ohio 3005 Eastpoint Drive Zanesville OH 43701 Nickles Bakery Inc 26 Main Street Navarre OH 44662 Olson Food P O Box 3488 Lynnwood WA 98046 Ottenbergs Bakery Inc 3330 75th Avenue Hyattsville MD 20785 Richmond Baking Co P O Box 698 Richmond IN 47375 Safeway Stores Inc P O Box 52035 Phoenix AZ 85072 Franz Bakeries Inc P O Box 14769 portland OR 97293 Svenhards Swedish bakery inc 335 Adeline St Oakland CA 94607 Virginia Bakery 1690 Shattuck Ave Berkeley CA 94709 Nestle USA 2501 Beich Rd Bloomington IL 61704 Savor Street Foods Inc P O Box 15053 Reading PA 19612 Perfection Bakeries Inc 350 Pearl Street Fort Wayne IN 46802 Cohens Bakery Inc 1132-1136 Broadway Buffalo NY 14212 The Markets LLC P O Box 9797 Bellingham WA 98227 B & G Foods Inc 1 Bean Pot Circle Portland ME 04103 Sara Lee Corp 3470 Rider Trail South Earth City MO 63045 Beech-Nut Nutrition Corp 100 Hero Drive Amsterdam NY 12010 Tom Cat Bakery Inc 43-05 10th St Long Island City NY 11101 Conagra P O Box 618 Saint Louis MO 63188 Zeregas Sons Inc P O Box 241 Fair Lawn NJ 07410 Del Monte Corporation 243 Urban Street Buffalo NY 14211 Supervalu 2501-1 West Grandview Rd Phoenix AZ 85023 automatic rolls of nj one gourmet lane edison NJ 08837 hartford bakery inc 500 n fulton avenue evansville IN 47710 Conagra po box 212 womelsdorf PA 19567 Grocery Haulers Inc 581 Main Street 5th Fl Woodbridge NJ 07095 Keebler Company One Trade Street Cincinnati OH 45227 Kellogg Co 3700 Victory Drive Columbus GA 31903 Kellogg Sales Co PO Box 3200 Battle Creek MI 49016 Klosterman's Baking Co 508 W Main Street Springfield OH 45504 Lewis Bros Bakeries Inc 500 N Fulton Ave Evansville IN 47710 Ottenbergs Bakers Inc 1413 Progress Way Eldersburg MD 21784 Sara Lee Corp 225 Stewart Road Hanover Township PA 18706 Mondelez Global LLC 221 Swift Road Addison IL 60101 Mondelez Global LLC 17689 East 30th Ave Aurora CO 80011 Mondelez Global LLC 6300 Brook Hollow Pkwy Norcross GA 30071 Mondelez Global LLC 7300 S Kedzie Avenue Chicago IL 60629 Mondelez Global LLC 22-11 Route 208 Fairlawn NJ 07410 Mondelez Global LLC 12000 E Roosevelt Blvd Philadelphia PA 19116 Mondelez Global LLC 100 NE Columbia Blvd Portland OR 97211 Mondelez Global LLC 1400 Murphy Avenue SE Atlanta GA 30310 false false false false false false false false false false false false true true false false false true