2012-12-12T14:57:21-06:00 2012-04-30 L M HENDERSON & COMPANY LLP 450 E 96TH ST STE 200 INDIANAPOLIS IN 46240 990 2011-05-01 356259970 IBA GROUP INSURANCE TRUST IBAG 3178794040 8910 PURDUE ROAD ROOM/SUITE 301 INDIANAPOLIS IN 46268 S JOE DEHAVEN 3178794040 2012-11-20 true WILLIAM J BLASER 3175661000 2012-11-20 2011 2016-02-24 21:20:13Z X S JOE DEHAVEN 8910 PURDUE ROAD SUITE 301 INDIANAPOLIS IN 46268 36278731 false X N/A X 1957 IN TO PROVIDE LIFE, ACCIDENT, AND SICKNESS BENEFITS TO ELIGIBLE PARTICIPANTS. 7 7 0 0 0 39663840 35025165 732724 275783 0 40396564 35300948 0 38080310 29977987 0 0 0 2011369 2990223 40091679 32968210 304885 2332738 11162131 13512976 5104343 5316224 6057788 8196752 TO PROVIDE LIFE, ACCIDENT, AND SICKNESS BENEFITS TO ELIGIBLE PARTICIPANTS. false false TO PROVIDE LIFE, ACCIDENT, AND SICKNESS BENEFITS TO ELIGIBLE PARTICIPANTS. false false false false false false false false false false false false false true false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 0 0 0 false false false false false false false false false false false false X 7 7 false true false false false false false true true false false true false false false false false false IN X PRINCIPAL FINANCIAL GROUP 3178794040 8910 PURDUE ROAD SUITE 301 8910 PURDUE ROAD SUITE 301 INDIANAPOLIS IN 46268 X S JOE DEHAVEN 0.50 X 0 0 0 WILLIAM F RITZMANN 0.50 X 0 0 0 JACK A KENWORTHY 0.50 X 0 0 0 DAVID W BLANFORD 0.50 X 0 0 0 ROGER CROMER 0.50 X 0 0 0 MIKE MELLON 0.50 X 0 0 0 MARK FOGT 0.50 X 0 0 0 false false false ANTHEM 3350 PEACHTREE ROAD ATLANTA GA 30326 GEN. PLAN ADMN. 1694392 CAPSTONE BENEFITS GROUP 8910 PURDUE RD SUITE 240 INDIANAPOLIS IN 46268 GEN. PLAN ADMN. 722662 BENEFITSOLVER 1025 ASHWORTH ROAD SUITE 101 WEST DES MOINES IA 50265 GEN. PLAN ADMN. 221713 PRINCIPAL FINANCIAL GROUP 711 HIGH STREET DES MOINES IA 50392 GEN. PLAN ADMN. 125946 OGLETREE DEAKINS 111 MONUMENT CIRCLE SUITE 4600 INDIANAPOLIS IN 46204 LEGAL 107477 5 EMPLOYER CONTRIBUTIONS 525100 34764990 34764990 EMPLOYEE CONTRIBUTIONS 525100 260175 260175 35025165 202974 202974 1050592 977783 72809 72809 72809 35300948 35300948 29977987 107596 18516 30907 40264 ADMINISTRATIVE FEES 2764713 MISCELLANEOUS 28227 32968210 0 0 0 5548321 4515229 1618167 1239687 348296 1705577 2889535 5656305 757812 396178 11162131 13512976 835548 551433 4268795 4764791 5104343 5316224 X 6057788 8196752 6057788 8196752 11162131 13512976 2332738 -193774 X false true true X false false false false false false false false false false false RESERVE FOR INCURRED AND UNREPORTED 3625012 DEPOSITS FOR FUTURE CLAIMS 681997 PREMIUM STABILIZATION RESERVE 288861 CONTRIBUTIONS RECEIVED IN ADVANCE 168921 4764791 35300948 32968210 2332738 216146 -409920 -193774 2138964 35486187 216146 216146 35270041 30907 30907 35300948 32937303 32937303 30907 30907 32968210 RECONCILIATION OF CHANGES - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 8 CURRENT YEAR ACTUARIAL CHANGE IN BENEFIT OBLIGATION -619,639 CURRENT YEAR CHANGE IN CLAIMS PAYABLE 209,719 EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XIII, LINE 2D CURRENT YEAR ACTUARIAL CHANGE IN BENEFIT OBLIGATION 619,639 CURRENT YEAR CHANGE IN CLAIMS PAYABLE -209,719 ADDITIONAL INFORMATION FORM 990, PART VI SECTION B, LINE 12: THE TRUST FUND DOES NOT RETAIN A WRITTEN CONFLICT OF INTEREST POLICY, BUT THE BOARD OF TRUSTEES AND THE TRUST FUND CONFORM WITH ERISA RULES AND REGULATIONS WITH REGARDS TO THE POLICY. SECTION B, LINE 13: THE TRUST FUND DOES NOT RETAIN A WRITTEN WHISTLEBLOWER POLICY, BUT THE BOARD OF TRUSTEES AND THE TRUST FUND CONFORM WITH ERISA RULES AND REGULATIONS WITH REGARDS TO THE POLICY. SECTION B, LINE 14: THE TRUST FUND DOES NOT RETAIN A DOCUMENT RETENTION POLICY, BUT THE BOARD OF TRUSTEES AND THE TRUST FUND CONFORM WITH ERISA RULES AND REGULATIONS WITH REGARDS TO THE POLICY. MANAGEMENT DELEGATED FORM 990, PAGE 6, PART VI, LINE 3 IBA GROUP INSURANCE TRUST DELEGATES ADMINISTRATION SERVICES TO PRINCIPAL FINANCIAL GROUP. ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS REVIEWED ANNUALLY BY THE CHAIRMAN OF THE TRUSTEES AND IS AVAILABLE TO EACH TRUSTEE PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 THE FUND DOES NOT MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. THE TRUST FUND AND THE BOARD OF TRUSTEES CONFORM WITH ERISA RULES AND REGULATIONS RELATING TO THIS MATTER.