2012-11-15T11:56:09-06:00 2011-12-31 SARFINO AND RHOADES LLP 11921 ROCKVILLE PIKE SUITE 501 NORTH BETHESDA MD 208522794 990 2011-01-01 521021473 INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES LOCAL 22 - WELFARE FUND % NATALIA JORDAN INTE 3015931265 11247-C LOCKWOOD DRIVE SILVER SPRING MD 20901 IRVING CLAY 2012-11-12 true 3017705500 2011 2016-02-24 21:20:13Z NATALIA JORDAN Fund Admin 3374078 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. 7 2 2 0 0 0 2605997 2677924 107551 122228 0 0 2713548 2800152 0 0 2375891 2725441 77189 79682 0 0 0 109357 122369 2562437 2927492 151111 -127340 4059270 4360231 2325001 2636056 1734269 1724175 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 2725441 HEALTH AND WELFARE BENEFITS PAID FOR PARTICIPANTS AND THEIR DEPENDENTS 2725441 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 false true 290 0 true 2 true false false false false false false X 7 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 X 185352 38924 MR WALTER CAHILL 1.0 X 0 0 0 MS LYNNE PRATT 1.0 X 283725 25698 MR BARRETT NEWMAN 1.0 X 0 0 0 MR THOMAS TIMLIN JR 1.0 X 35243 7019 MR IRVING CLAY 1.0 X 91703 19238 MR PETER ZIMMERMAN 1.0 X 126215 32403 0 722238 123282 0 false true false 0 0 CONTRIBUTIONS 2677924 2677924 2677924 105055 105055 0 0 591099 573926 17173 17173 0 0 0 0 2800152 2782979 0 0 0 2725441 2725441 0 0 72775 72775 0 0 6907 6907 0 3750 3750 16100 16100 0 0 575 575 0 0 9586 9586 0 0 8700 8700 0 0 0 0 0 351 351 4410 4410 CONSULTANT 32525 32525 ADMINISTRATOR 64285 64285 POSTAGE AND PRINTING 7791 7791 BOOKKEEPER 2323 2323 -28027 -28027 2927492 2725441 202051 0 0 130606 174893 0 0 308160 410883 0 0 0 0 0 0 0 0 9525 9590 32920 31941 1331 979 3609648 3763886 0 0 0 0 0 0 0 0 4059270 4360231 77001 42056 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2248000 2594000 2325001 2636056 X 1734269 1724175 0 0 0 0 1734269 1724175 4059270 4360231 X -127340 117246 X false true true X false false 32920 31941 979 979 0 CLAIMS PAYABLE 396000 ACCUM. ELIGIBILITY CREDITS 2198000 2594000 2800152 2927492 -127340 117246 117246 -10094 2917398 117246 117246 2800152 2800152 2614562 2614562 312930 312930 2927492 SCHEDULE D PART XIII, LINE 4B INCREASE IN OTHER THAN POST-RETIREMENT BENEFIT OBLIGATIONS MR DONALD E TILLETT 185352 0 0 0 0 185352 0 MS LYNNE PRATT 283061 0 664 0 0 283725 0 MR PETER ZIMMERMAN 125569 0 646 0 0 126215 0 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 true false false false true false false false true IATSE LOCAL 22 PENSION FUND J 8700 CASH PAID IATSE LOCAL 22 PENSION FUND N 31337 CASH RECEIVED IATSE LOCAL 22 PENSION FUND R 166851 CASH RECEIVED see attached schedule b cash received RELATED PARTY INFORMATION SCHEDULE R, PART II, PART III, PART IV AND PART V THE INSTRUCTIONS FOR THE 2011 FORM 990 REQUIRE THE LISTING OF ALL CONTRIBUTING EMPLOYERS TO A VEBA TO BE LISTED ON SCHEDULE R AS A RELATED PARTY. THE TAXFILER HAS ATTEMPTED TO ACCUMULATE THIS INFORMATION BUT WAS UNABLE TO OBTAIN EIN NUMBERS NUMBERS FROM ALL CONTRIBUTING EMPLOYERS AND IS UNABLE TO DETERMINE THE TAX EXEMPTION CODE FOR THE NOT FOR PROFIT ORGANIZATIONS OR TAX TREATMENT FOR ALL ORGANIZATIONS (PARTNERSHIP, C CORP, S CORP, ETC.)