2013-01-29T10:20:53-08:00 2011-12-31 Lynch & Murray CPAs 32 Bay Avenue Bloomfield NJ 07003 990 2011-01-01 136210566 LOCAL 817 IBT WELFARE FUND LOCA 5163653470 127 CUTTER MILL ROAD GREAT NECK NY 11021 THOMAS J O'DONNELL 2013-01-29 true Kevin P Lynch 9737432578 2011 2016-02-25 16:41:14Z THOMAS J O'DONNELL 1 HOLLOW LANE LAKE SUCCESS NY 11042 61848466 false false X N/A X 1964 NY TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS 6 3 635 0 0 12869966 16818930 2210628 3135030 2702 5466 15083296 19959426 0 12351941 14245692 369444 387980 0 0 317229 380309 13038614 15013981 2044682 4945445 48425818 53500131 58422 105344 48367396 53394787 TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS false false THE WELFARE FUND PROVIDES HEALTH & WELFARE BENEFITS, HOLIDAY PAY, VACATION PAY, DEATH BENEFITS, AND DISABILITY BENEFITS TO ELIGIBLE MEMBERS. THERE WERE 518 PARTICIPANTS AT DECEMBER 31, 2011. false false false false false false false false false false true false false false false true true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false true false false false false true 3 0 true 635 true false false false false false false false false false false false false false false false X 6 3 true false false false false true false true false false false false true false false false false false false false false false X KATHLEEN KREINBIHL 5163653470 127 CUTTER MILL ROAD GREAT NECK NY 11021 NADINE SCHRAMM 2.00 X 0 0 0 EUGENE W WALTON 2.00 X 0 0 0 PETER SCHNITZLER 2.00 X 0 0 0 KEVIN KEEFE 2.00 X 0 0 0 THOMAS J O'DONNELL 2.00 X 0 230798 71400 THOMAS R O'DONNELL 2.00 X 0 258572 80357 KATHLEEN KREINBIHL 20.00 X 103024 77719 60048 CHRISTINE HARKERSS 30.00 X 79921 11942 31335 MARJORIE MARKLIN 30.00 X 78502 11731 32047 261447 590762 275187 1 false true false STACEY BRAUN ASSOCIATES INC 377 BROADWAY NEW YORK NY 10013 INVESTMENT FEES 119685 INFORMED RX 320 EXECUTIVE COURT DRIVE LITTLE ROCK AR 72205 PRESCRIPTION BENEFIT 1616374 AETNA INC 4300 CENTREWAY PLACE ARLINGTON TX 76018 PRESCRIPTION BENEFIT 268427 AETNA INC 4300 CENTREWAY PLACE ARLINGTON TX 76018 HEALTH BENEFITS 9907340 4 0 RETIREE DRUG SUBSIDY 525100 78203 78203 FEDERAL ERRP REIMBURSEMEN 525100 48079 48079 EMPLOYER CONTRIBUTIONS 525100 16677273 16677273 COBRA CONTRIBUTIONS 525100 15375 15375 16818930 1446623 1446623 0 0 0 43558067 19380 41869656 19384 1688411 -4 1688407 1688407 0 0 0 SECURITIES LITIGATION 900099 4433 4433 REFUNDS & FEES 900099 1033 1033 5466 19959426 16818930 3140496 0 0 0 14245692 137252 0 171227 27541 32607 19353 0 10021 25200 0 0 133114 111389 0 16615 3828 0 31284 0 0 5073 0 0 11996 18156 MISCELLANEOUS 239 TELEPHONE 2529 REPAIRS & MAINTENANCE 3047 AUTO EXPENSES 7818 0 15013981 0 0 0 193552 662600 3307430 1023148 0 995213 2522469 0 0 0 0 5615 36076 67722 19505 29109 48217 43628356 49207621 0 0 0 266543 0 48425818 53500131 58422 105344 58422 105344 X 48367396 53394787 48367396 53394787 48425818 53500131 X 4945445 81946 X false true false X false false 26077 4346 21731 41645 15159 26486 48217 19959426 15013981 4945445 81946 81946 5027391 19908258 81946 81946 19826312 133114 133114 19959426 14880867 14880867 133114 133114 15013981 Part X Part X : FIN48 Footnote ACCOUNTING PRINCIPLES GRENERALLY ACCEPTED IN THE UNITED STATES REQUIRE MANAGEMENT TO EVALUATE UNCERTAIN TAX POSITIONS TAKEN. THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION ARE RECOGNIZED WHEN THE POSITION IS MORE LIKELY THAN NOT BASED ON THE TECHNICIAL MERITS ,TO BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2011, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN. false false false THOMAS R O'DONNELL 250300 8272 40185 40172 338929 THOMAS J O'DONNELL 223300 7498 35792 35608 302198 KATHLEEN KREINBIHL 100627 75911 2397 1808 14904 11243 19324 14577 137252 103539 Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available THE FUND MAKES IT'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST AT THE FUND OFFICE. ARRANGEMENTS MUST BE MADE DURING NORMAL BUSINESS HOURS. THE FUND ALSO MAILS OUT SUMMARY ANNUAL REPORTS TO ALL MEMBERS AS REQUIRED BY LAW. Form 990, Part VI, Line 11 Form 990, Part VI, Line 11: Form 990 Review Process THE FORM 990 IS REVIEWED BY THE FUND ADMINISTRATOR AND SEVERAL TRUSTEES PRIOR TO FILING. Form 990, Part VI, Line 8 Form 990, Part VI, Line 8 : Explanation of No Contemporaneously Documentation of Meetings NO OTHER COMMITTEES EXIST WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. Form 990, Part VI, Line 2 Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et THOMAS R. O'DONNELL THOMAS R. O'DONNELL AND THOMAS J. O'DONNELL WHO ARE BOTH LISTED IN PART VII AS EMPLOYEE TRUSTEES ARE FATHER & SON.THOMAS J. O'DONNELL THOMAS R. O'DONNELL AND THOMAS J. O'DONNELL WHO ARE BOTH LISTED IN PART VII AS EMPLOYEE TRUSTEES ARE FATHER & SON.CHRISTINE HARKERSS CHRISTINE HARKERSS WHO IS LISTED IN PART VII AS A SUPERVISOR IS THE DAUGHTER OF THOMAS R. O'DONNELL AND THE SISTER OF THOMAS J. O'DONNELL.THE EMPLOYER TRUSTEES ARE EMPLOYED BY COMPANIES THAT HAVE COLLECTIVE BARGAINING AGREEMENTS WITH THEATRICAL TEAMSTERS LOCAL UNION NO. 817 IN WHICH THE EMPLOYEE TRUSTEES ARE OFFICERS. MEMBERS OF THE LOCAL UNION ARE EMPLOYED BY THE EMPLOYER TRUSTEES' COMPANIES AND THE TERMS AND CONDITIONS OF THAT EMPLOYMENT ARE NEGOTIATED BY THE EMPLOYERS AND THE LOCAL UNION IN THE COLLECTIVE BARGAINING PROCESS. 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