2013-11-12T15:08:12-08:00 2012-12-31 Lynch & Murray CPAs 32 Bay Avenue Bloomfield NJ 07003 990 2012-01-01 136210566 LOCAL 817 IBT WELFARE FUND LOCA 5163653470 817 OLD CUTTER MILL ROAD GREAT NECK NY 11021 THOMAS J O'DONNELL 2013-11-12 true Kevin P Lynch P01349569 9737432578 2012 2016-02-25 16:41:14Z THOMAS J O'DONNELL 817 OLD CUTTER MILL ROAD GREAT NECK NY 11021 71825775 false false X N/A X 1964 NY TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS 6 3 653 0 0 16818930 17506092 3135030 2989836 5466 1002 19959426 20496930 0 14245692 14419839 387980 406128 0 0 380309 281853 15013981 15107820 4945445 5389110 53500131 58860660 105344 140825 53394787 58719835 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 509 PARTICIPANTS AT DECEMBER 31, 2012. 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 2 0 true 653 true 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 true false false false false false false false false X KATHLEEN KREINBIHL 5163653470 817 OLD CUTTER MILL ROAD GREAT NECK NY 11021 FRANCIS J CONNOLLY JR 2.00 60.00 X 0 222805 85840 NADINE SCHRAMM 2.00 0.00 X 0 0 0 EUGENE W WALTON 2.00 0.00 X 0 0 0 PETER SCHNITZLER 2.00 0.00 X 0 0 0 KEVIN KEEFE 2.00 2.00 X 0 1300 228 THOMAS J O'DONNELL 2.00 60.00 X 0 256019 111318 THOMAS R O'DONNELL 2.00 40.00 X 0 280923 36677 KATHLEEN KREINBIHL 20.00 15.00 X 105226 78757 65137 CHRISTINE HARKERSS 30.00 5.00 X 79732 11913 34094 MARJORIE MARKLIN 30.00 5.00 X 84022 12555 36096 268980 864272 369390 1 false true false STACEY BRAUN ASSOCIATES INC 377 BROADWAY NEW YORK NY 10013 INVESTMENT ADVISOR 129945 AETNA INC 4300 CENTREWAY PLACE ARLINGTON TX 76018 PRESCRIPTION BENEFIT 1529616 AETNA INC 4300 CENTREWAY PLACE ARLINGTON TX 76018 HEALTH BENEFITS 10336325 3 0 RETIREE DRUG SUBSIDY 525100 81074 81074 EMPLOYER CONTRIBUTIONS 525100 17389021 17389021 COBRA CONTRIBUTIONS 525100 35997 35997 17506092 1507816 1507816 0 0 0 52810865 51328845 1482020 1482020 1482020 0 0 0 SECURITIES LITIGATION 900099 1002 1002 1002 20496930 17507094 2989836 0 0 0 14419839 141696 0 177928 30232 35585 20687 0 8444 25725 0 0 143712 31456 0 12589 6913 0 11080 0 0 7209 0 0 13393 18040 REPAIRS & MAINTENANCE 326 TELEPHONE 1228 AUTO EXPENSES 1738 0 15107820 0 0 0 662600 1355696 1023148 3332801 0 2522469 1906506 0 0 0 0 36076 36210 67722 32898 48217 34824 49207621 52194623 0 0 0 0 53500131 58860660 105344 140825 105344 140825 X 53394787 58719835 53394787 58719835 53500131 58860660 5389110 -64062 X false true X false false 26077 9561 16516 41645 23337 18308 34824 X 20289156 -64062 -64062 20353218 143712 143712 20496930 14964108 14964108 143712 143712 15107820 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, 2012, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN. false false false THOMAS R O'DONNELL 280923 12035 24642 317600 THOMAS J O'DONNELL 256019 44701 66617 367337 KATHLEEN KREINBIHL 105226 78757 17626 13204 18844 15463 141696 107424 FRANCIS J CONNOLLY JR 222805 28513 57327 308645 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 11b Form 990, Part VI, Line 11b: 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 (DECEASED) 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. ALSO SEVERAL OF CHRISTINE HARKERSS' CHILDREN WORKED FOR THE FUND PART TIME DURING THE YEAR.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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false C WONDER LLC 840 FIRST AVE KING OF PRUSSIA PA 19406 273227541 VEBA EMPLOYER PA N/A S false BUDD ENTERPRISES PO BOX 2254 NEW YORK NY 10163 132954645 VEBA EMPLOYER NY N/A C false 360 PRODUCTIONSBIG WHITEY PO BOX GLEN HEAD NY 11545 202565677 VEBA EMPLOYER NY N/A C false false false false false false false false false false true true false false true true true false false false CONTRIBUTING EMPLOYERS SCHEDULE R PARTS II,III, IV-WITH REGARD TO CONTRIBUTING EMPLOYERS TO THE VEBA, THE 990 SCHEDULE R REFLECT ALL INFORMATION TO DATE FOR THIS FILING AND THE PLAN IS CONTINUING THE PROCESS OF GATHERING INFORMATION WHICH WILL BE MAINTAINED AT THE PLAN'S OFFICE.