2011-05-13T14:27:03-05:00 2010-09-30 SALTER & COMPANY LLC 4600 east-west highway suite 300 bethesda MD 20814 990 2009-10-01 366562520 national iam benefit trust fund NATI 2027858148 1300 connecticut avenue nw No 300 washington DC 20036 WARREN L MART 3019674537 2011-05-13 1 MICHAEL E WARSHAW CPA 3018307400 X 2009 2016-02-24 21:20:13Z WARREN L MART 9000 Machinists Pl upper marl MD 20772 57370686 0 X WWW.IAMBTF.ORG X 1973 DC PROVIDE VISION, DENTAL, AND HEALTH AND WELFARE BENEFITS. 6 6 17 0 0 0 0 54816475 53955473 1021974 775581 380313 170352 56218762 54901406 0 46214862 42770260 1658794 1776054 0 0 3580259 3806407 51453915 48352721 4764847 6548685 42812806 50784039 2378910 2711086 40433896 48072953 PROVIDE VISION, DENTAL, AND HEALTH AND WELFARE BENEFITS 0 0 PROVIDE VISION, DENTAL, AND HEALTH AND WELFARE BENEFITS 0 0 0 0 0 0 0 0 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 1 0 0 1 2 0 1 17 1 0 0 0 0 0 6 6 0 1 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 DC X THE FUND 2027858148 1300 CONNECTICUT AVE NW STE 300 WASHINGTON DC 20036 WARREN MART 1.00 X 0 0 0 LYNN TUCKER 1.00 X 0 0 0 PHIL GRUBER 1.00 X 0 0 0 ALFRED NELSON 1.00 X 0 0 0 PETE PETERSON 1.00 X 0 0 0 THOMAS MITCHELL 1.00 X 0 0 0 ALAN SKOLNICK 5.00 X 59337 423240 52207 Lori Kuan 40.00 X 183874 0 12910 Steven Lostoski 40.00 X 105669 0 0 Constance DeFrance 40.00 X 110428 0 0 459308 423240 65117 3 0 1 0 The Segal Company 1920 N Street NW Washington DC 20036 Consulting 219039 1 EMPLOYER CONTRIBUTIONS 525100 52818209 52818209 PARTICIPANT CONTR. 525100 1137264 1137264 53955473 891483 891483 2353378 2469280 -115902 -115902 -115902 MERGER INCOME 900099 194650 194650 Stop Loss Ins Proceeds 525100 -24298 -24298 170352 54901406 54009923 0 891483 42770260 57721 1093838 189669 347221 87605 191783 43615 93964 376957 23770 15289 12144 PROVIDER AMINISTRATION 2189714 CONSULTANT FEE 372076 SHARED OFFICE EXPENSE 158487 EDUCATION EXPENSE 113314 SYSTEMS IMPLEMENTATION 97656 117638 48352721 606701 1375439 752647 171976 181607 28919 30120 658426 607339 58284 51087 41194279 49145786 42812806 50784039 1198105 1350391 205689 475194 975116 885501 2378910 2711086 X 40433896 48072953 0 0 0 0 40433896 48072953 42812806 50784039 X 0 1 1 X 0 178074 157275 20799 480352 450064 30288 51087 outstanding checks - benefit account 885501 885501 54901406 48352721 6548685 1090372 1090372 7639057 55986778 1090372 1090372 54896406 5000 5000 54901406 48347721 0 48347721 5000 5000 48352721 X 1 1 X X 0 1 0 ALAN SKOLNICK 59337 423240 0 0 0 0 52207 0 0 0 111544 423240 0 0 Lori Kuan 183874 0 0 0 0 0 12910 0 0 0 196784 0 0 0 Part I, Line 4a Alan Skolnick and Lori Kuan participate in a deferred compensation plan. Form 990, Part VI, Section A, line 3 The Fund has administrative service contracts with Cigna, Delta Dental and Caremark to process claims. Form 990, Part VI, Section B, line 11 The Form 990 was provided to the Fund Office which provided it to the Board of Trustees for their review prior to its filing. Form 990, PART VI, SECTION B, LINE 15: The salary for the Fund Director is determined by the Board of Trustees. All other compensation of the non-bargaining unit staff is determined by the Fund Director. All other compensation of the bargaining unit staff is determined by the collective bargaining agreement. Form 990, Part VI, Section C, line 19 Participants can request copies of the documents or review the documents at the Fund office. IAM National Pension Fund National Pension Plan 1300 Connecticut Avenue NW Washington DC 20036 516031295 Pension Fund DC 401 IAM National 401(K) Plan 1300 Connecticut Avenue NW Washington DC 20036 516031295 Pension Fund DC 401 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 IAM National Pension Fund J 376957 IAM National Pension Fund O 416292