2013-11-15T08:19:34-06:00 2012-12-31 SARFINO AND RHOADES LLP 11921 ROCKVILLE PIKE SUITE 501 NORTH BETHESDA MD 208522794 990 2012-01-01 521021473 INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES LOCAL 22 - WELFARE FUND % NATALIA JORDAN INTE 3015931265 11247-C LOCKWOOD DRIVE Suite SILVER SPRING MD 20901 IRVING CLAY 3015931265 2013-11-14 true 3017705500 2012 2016-02-25 16:41:14Z IRVING CLAY 3529081 false X N/A X 1972 MD PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE EMPLOYEES WORKING IN COVERED EMPLOYMENT UNDER THE JURISDICTION OF THEATRICAL STAGE EMPLOYEES, LOCAL 22 AND 772. 6 2 2 0 0 0 2677924 2762584 122228 113546 0 0 2800152 2876130 0 0 2725441 2520818 79682 82490 0 0 0 122369 121252 2927492 2724560 -127340 151570 4360231 4548104 2636056 2647054 1724175 1901050 PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE EMPLOYEES WORKING IN COVERED EMPLOYMENT UNDER THE JURISDICTION OF THEATRICAL STAGE EMPLOYEES, LOCAL 22 AND LOCAL 772. false false 2520818 HEALTH AND WELFARE BENEFITS PAID FOR PARTICIPANTS AND THEIR DEPENDENTS 2520818 false false false false false false false false false true false false false true false 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 true false false true 284 0 true 2 true false false false false false false X 6 2 false false false false false false false true false false true true true true true true false false false X NATALIA JORDAN 3015931265 11247 - C LOCKWOOD DRIVE SILVER SPRING MD 20901 MR DONALD E TILLETT 1.0 40.0 X 0 194642 40875 MR WALTER CAHILL 1.0 X MS LYNNE PRATT 1.0 40.0 X 296552 34373 MR BARRETT NEWMAN 1.0 X MR THOMAS TIMLIN JR 1.0 40.0 X 37906 7582 MR IRVING CLAY 1.0 40.0 X 89624 18839 MR PETER ZIMMERMAN 1.0 40.0 X 126215 32433 0 744939 134102 0 false true false 0 0 CONTRIBUTIONS 2762584 2762584 2762584 90067 90067 0 0 0 0 0 676430 652951 23479 23479 0 0 0 0 2876130 2852651 0 0 0 2520818 2520818 0 0 76992 76992 0 0 5498 5498 0 3750 3750 20950 20950 0 0 575 575 0 0 12059 12059 0 0 8700 8700 0 0 0 0 0 1009 1009 4709 4709 CONSULTANT 26225 26225 ADMINISTRATOR 68251 68251 POSTAGE AND PRINTING 2224 2224 BOOKKEEPER 2684 2684 -29884 -29884 2724560 2520818 203742 0 0 174893 324307 0 0 410883 273254 0 0 0 0 0 0 0 0 9590 9554 37566 32950 979 4616 3763886 3936373 0 0 0 0 0 0 0 0 4360231 4548104 42056 65054 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2594000 2582000 2636056 2647054 X 1724175 1901050 0 0 0 0 1724175 1901050 4360231 4548104 X 151570 25305 X false true X true false false 37566 32950 4616 4616 0 CLAIMS PAYABLE 182000 ACCUM. ELIGIBILITY CREDITS 2400000 2582000 2901435 25305 25305 2876130 2876130 2715549 2715549 9011 9011 2724560 SCHEDULE D PART XIII, LINE 4B INCREASE IN OTHER THAN POST-RETIREMENT BENEFIT OBLIGATIONS MR DONALD E TILLETT 0 194642 0 0 0 0 0 17518 0 23357 0 235517 0 MS LYNNE PRATT 295862 690 17150 17223 330925 MR PETER ZIMMERMAN 125569 0 646 7289 25144 158648 FORM 990 PART VI B, LINE 11A REVIEW OF FORM 990 THE BOARD OF TRUSTEES RECEIVES A COPY OF THE FORM 990, WHICH IS PREPARED BY A CPA FIRM, PRIOR TO FILING WITH IRS. FORM 990 PART VI B, LINES 12A-C AND 13 CONFLICT OF INTEREST POLICY AND WHISTLEBLOWER POLICY THE BOARD OF TRUSTEES ADOPTED WRITTEN CONFLICT OF INTEREST AND WHISTLEBLOWER POLICIES WHICH ARE REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES. FORM 990 PART VI B, LINE 15A PROCESS OF DETERMINING COMPENSATION THE BOARD OF TRUSTEES MEETS ANNUALLY TO DISCUSS AND SET THE COMPENSATION OF THE FUND ADMINISTRATOR WHO IS RESPONSIBLE FOR CARRYING OUT THE DECISIONS OF THE BOARD OF TRUSTEES. FORM 990 PART VI C, LINE 19 AVAILABILITY OF DOCUMENTS TO THE PUBLIC THE BOARD OF TRUSTEES CONSIDERS ALL REQUESTS FOR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS. FORM 990 PART VI SECTION A LINES 1A AND 1B THE GOVERNING BODY CONSISTS OF SEVEN MEMBERS NONE OF WHICH ARE COMPENSATED DIRECTLY BY THE ORGANIZATION. HOWEVER, DUE TO THE NEW REQUIREMENT THAT CONTRIBUTING EMPLOYERS TO A VEBA ARE CONSDERED RELATED PARTIES, FIVE OF THE SEVEN MEMBERS WHO RECEIVE COMPENSATION FROM A CONTRIBUTING EMPLOYER ARE NOT CONSIDERED INDEPENDENT BASED ON THE FORM 990 INSTRUCTIONS. IATSE LOCAL 22 PENSION FUND 11247 LOCKWOOD DRVIE SUITE B SILVER SPRING MD 20901 526152307 PENSION FUND MD 401(A) N/A SEE ATTACHED SCHEDULE NA SEE ATTACHED SCHEDULE NA SEE ATTACHED SCHEDULE NA false true false false false false false false false false true false false false true false false false true IATSE LOCAL 22 PENSION FUND K 8700 CASH PAID IATSE LOCAL 22 PENSION FUND O 33300 CASH RECEIVED IATSE LOCAL 22 PENSION FUND S 172333 CASH RECEIVED see attached schedule b cash received