2013-07-24T17:22:20-05:00 2012-12-31 320043599 LEGACY PROFESSIONALS LLP 311 S WACKER DRIVE STE 4000 CHICAGO IL 60606 990 2012-01-01 363668497 CHURCH OF THE BRETHREN BENEFIT TRUST INC CHUR 8476950200 1505 DUNDEE AVENUE ELGIN IL 60120 JOHN MCGOUGH 8477425100 2013-07-24 1 CRAIG RESCH P00844633 3123680500 2012 2016-02-24 21:20:13Z NEVIN DULABAUM 1505 DUNDEE AVENUE ELGIN IL 60120 280750251 0 X WWW.BRETHRENBENEFITTRUST.ORG X 1989 IL CHURCH OF THE BRETHREN BENEFIT TRUST HAS A STATED PURPOSE TO SUPPORT THE FINANCIAL WELL-BEING OF THE CHURCH OF THE BRETHREN AND OTHER PERSONS AND GROUPS THAT SHARE SIMILAR VALUES BY OFFERING PROGRAMS THAT PROVIDE RETIREMENT AND MEDICAL BENEFITS TO MINISTERS, MISSIONARIES AND LAY EMPLOYEES OF CERTAIN CHURCHES AND CHURCH RELATED AGENCIES. 11 11 42 15 0 0 0 0 9121326 9274334 8042783 14470920 774328 672036 17938437 24417290 0 0 16608134 18963068 2519776 2389888 0 0 0 3174531 2854167 22302441 24207123 -4364004 210167 305030656 332717078 2266406 2128076 302764250 330589002 X CHURCH OF THE BRETHREN BENEFIT TRUST HAS A STATED PURPOSE TO SUPPORT THE FINANCIAL WELL-BEING OF THE CHURCH OF THE BRETHREN AND OTHER PERSONS AND GROUPS THAT SHARE SIMILAR VALUES BY OFFERING PROGRAMS THAT PROVIDE RETIREMENT AND MEDICAL BENEFITS TO MINISTERS, MISSIONARIES AND LAY EMPLOYEES OF CERTAIN CHURCHES AND CHURCH RELATED AGENCIES. 0 0 19628420 6644836 PROVIDE RETIREMENT BENEFITS FOR ORDAINED MINISTERS, FOREIGN MISSIONARIES COMMISSIONED BY THE CHURCH, CHURCH RELATED AGENCIES AND LAY EMPLOYEES WHO WORK AT LEAST HALF-TIME FOR A CHURCH. 2255647 2397093 PROVIDE MEDICAL, DENTAL, VISION, LONG TERM DISABILITY AND LIFE INSURANCE TO MINISTERS, MISSIONARIES AND LAY EMPLOYEES OF CERTAIN CHURCH AND CHURCH RELATED AGENCIES. 149471 232405 CHURCH WORKERS ASSISTANCE PLAN - PROVIDES FINANCIAL AID AND EMERGENCY ASSISTANCE TO MEMBERS OF THE CHURCH OF THE BRETHREN AND THEIR FAMILIES. 96197 SUPPLEMENTAL INCOME FUND FOR EQUITABLE ANNUITANTS - PROVIDES DISCRETIONARY SUPPLEMENTAL RETIREMENT AID TO CHURCH OF THE BRETHREN INC. EMPLOYEES WHO MEET ELIGIBILITY REQUIREMENTS ESTABLISHED BY THE BOARD OF DIRECTORS. 96197 22129735 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 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 0 0 1 0 0 0 1 2373 0 42 1 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X JOHN MCGOUGH 8476950200 1505 DUNDEE AVENUE ELGIN IL 60120 KAREN O CRIM 1.00 1.00 X 0 0 0 ANN QUAY DAVIS 1.00 1.00 X 0 0 0 EUNICE CULP 1.00 1.00 X 0 0 0 CAROL HESS 1.00 1.00 X 0 0 0 ERIC P KABLER 1.00 1.00 X 0 0 0 THOMAS MCCRACKEN 1.00 1.00 X 0 0 0 JERRY PATTERSON 1.00 1.00 X 0 0 0 HARRY RHODES 1.00 1.00 X 0 0 0 WAYNE SCOTT 1.00 1.00 X 0 0 0 CRAIG H SMITH 1.00 1.00 X 0 0 0 DONNA FORBES STEINER 1.00 1.00 X 0 0 0 JOHN WAGGONER 1.00 1.00 X 0 0 0 CAROL ANN GREENWOOD 1.00 1.00 X 0 0 0 JACK GRIM 1.00 1.00 X 0 0 0 MICHAEL LEITER 1.00 1.00 X 0 0 0 NEVIN DULABAUM 20.00 20.00 X 133466 0 49491 SCOTT DOUGLAS 40.00 0.00 X 86540 0 21198 DONNA MARCH 30.00 10.00 X 80876 0 21542 JOHN MCGOUGH 20.00 20.00 X 105303 0 40467 STEVE MASON 5.00 35.00 X 102250 0 22586 508435 0 155284 3 0 1 0 COOPER WHITE COOPER 201 CALIFORNIA STREET 17TH FLOOR SAN FRANCISCO CA 94111 ATTORNEY 349902 BOSTON COMMON ASSET MANAGEMENT LLC 84 STATE STREET SUITE 940 BOSTON MA 02109 INVESTMENT MANAGEMENT 270769 IRIDIAN ASSET MANAGMENT LLC 276 POST ROAD WEST SOUTH SUITE 100 WESTPORT CT 06880 INVESTMENT MANAGEMENT 257597 SEGALL BRYANT HAMILL 10 SOUTH WACKER DRIVE SUITE 3500 CHICAGO IL 60606 INVESTMENT MANAGEMENT 209372 THE NOTTINGHAM COMPANY 1116 SOUTH FRANKLIN ST ROCKY MOUNT NC 27802 INVESTMENT RECORD KEEPER 178802 6 PENSION CONTRIBUTIONS 525100 6644836 6644836 INSURANCE PREMIUMS 525100 2397093 2397093 CWAP CONTRIBUTIONS 525100 232405 232405 9274334 7465599 7465599 263338282 256332961 7005321 7005321 7005321 SHARED ADMINISTRATIVE EXPENSES AL 900099 660015 660015 MISCELLANEOUS REVENUE 900099 12021 12021 672036 24417290 9274334 0 15142956 18963068 18963068 560760 166419 394341 1074079 612225 461854 120971 68953 52018 531200 302784 228416 102878 58640 44238 465417 232709 232708 56000 56000 1352040 1352040 122132 61066 61066 9304 9304 140297 70149 70148 99563 49782 49781 114333 65170 49163 123323 61662 61661 30545 30545 111527 55764 55763 166640 166640 BANK CHARGES 35133 35133 MISCELLANEOUS 27913 27913 24207123 22129735 2077388 0 753667 1161446 18279835 6422806 1631581 1400631 174475 318425 924003 573877 350082 350126 266827462 305355966 17013554 17707678 305030656 332717078 438491 208485 128449 107312 1699466 1812279 2266406 2128076 X 302764250 330589002 302764250 330589002 305030656 332717078 210167 27614585 0 X X 0 1 X 1 0 X X X 0 0 0 CHURCH OF THE BRETHREN 366108275 501(C)(3) 1 1 1 23547108 1 23547108 924003 573877 350126 350126 COMMINGLED INVESTMENT FUNDS 17707678 F 17707678 MEDICAL AND DISABILITY CLAIMS PAYABLE 517205 POST RETIREMENT BENEFIT OBLIGATIONS 1295074 1812279 X 51677332 27614585 1657512 29272097 22405235 1352040 660015 2012055 24417290 23852580 1657512 1657512 22195068 1352040 660015 2012055 24207123 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE ORGANIZATION FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX. THE RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATIONS EXPIRES. PART XI, LINE 2D - OTHER ADJUSTMENTS: PENSION ADMINISTRATIVE FEES CHARGED TO ACCOUNT BALANCES REPORTED GROSS ON FS PART XI, LINE 4B - OTHER ADJUSTMENTS: REIMBURSED SHARED ADMINISTRATIVE EXPENSES FROM BRETHREN FOUNDATION NET ON FS PART XII, LINE 2D - OTHER ADJUSTMENTS: PENSION ADMINISTRATIVE FEES CHARGED TO ACCOUNT BALANCES REPORTED GROSS ON FS PART XII, LINE 4B - OTHER ADJUSTMENTS: REIMBURSED SHARED ADMINISTRATIVE EXPENSES FROM BRETHREN FOUNDATION NET ON FS X 0 0 0 0 0 0 0 0 0 NEVIN DULABAUM 130171 0 1500 0 1795 0 16378 0 33113 0 182957 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A ANNUAL CONFERENCE DELEGATES HAVE THE AUTHORITY TO ELECT OR APPOINT BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PROVIDED TO THE ENTIRE BUDGET AND AUDIT REVIEW COMMITTEE FOR ITS REVIEW PRIOR TO FILING THE FORM. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH MEMBER OF THE BOARD IS REQUIRED TO SIGN OFF ON THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE PRESIDENT IS REVIEWED ON AN ANNUAL BASIS BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE BOARD OF DIRECTORS, THROUGH ITS BUDGET AND AUDIT REVIEW COMMITTEE, ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE ANNUAL AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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