2011-11-08T10:57:37-06:00 2010-12-31 LINDQUIST LLP 600 CITY PARKWAY WEST SUITE 300 ORANGE CA 92868 990 2010-01-01 366090694 BOILERMAKERS NATIONAL HEALTH & WELFARE FUND BOIL 9133426555 754 MINNESOTA AVENUE KANSAS CITY KS 66101 JOHN T FULTZ 9133426555 2011-11-08 1 7142570100 2010 2016-03-07 17:11:31Z JOHN T FULTZ 754 MINNESOTA AVENUE KANSAS CITY KS 66101 1464421929 0 X WWW.BNF-KC.COM X 1954 KS TO PROVIDE HEALTH AND WELFARE BENEFITS 16 16 0 0 0 0 0 0 317890359 295917540 22711320 33979470 252820 242103 340854499 330139113 0 0 288075654 251645412 7788700 8221071 0 0 0 6469430 7313731 302333784 267180214 38520715 62958899 691184145 728543148 322459905 280092067 368724240 448451081 TO PROVIDE HEALTH AND WELFARE BENEFITS. 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 1 1 0 0 1 0 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 0 0 1 18730 0 1 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 X GLENN MILLS CUSTODIAN OF RECORDS 9139067480 754 MINNESOTA AVE KANSAS CITY KS 661012766 X RONNIE L TRAXLER 1.80 X X 0 0 0 JOHN T FULTZ 1.70 X X 0 0 0 KENENTH E WASILEWSKI 1.70 X 0 0 0 STEVEN R HARBISON 0.70 X 0 0 0 ANTHONY N JACOBS 1.40 X 0 0 0 JIMMY L NELSON 0.30 X 0 0 0 MIKE DOLAN 0.70 X 0 0 0 RANDY B ROBBINS 1.00 X 0 0 0 VAN G STEPHENS 0.40 X 0 0 0 JOHN CAMMUSO 0.70 X 0 0 0 JOSEPH P REYNOLDS 1.60 X 0 0 0 JAMES W BANFORD JR 0.70 X 0 0 0 MARK VANDIVER 0.70 X 0 0 0 MICHAEL J CARROLL 0.60 X 0 0 0 RANDALL W CRUSE 0.70 X 0 0 0 PATRICK M GALLAGHER 2.10 X 0 0 0 RONNIE KECK 0.10 X 0 0 0 FRED MERKLE 0.10 X 0 0 0 LORI JASPERSON 40.00 X 126901 0 34156 126901 0 34156 1 0 1 1 CGLIC-CHATTANOOGA EASC 900 COLLEGE GROVE RD HARTFORD CT 06152 HEALTHCARE NETWORK SERVICES 5649589 ASMED HEALTH PARTNERSHIP 3230 W COMMERCIAL BLVD FORT LAUDERDALE FL 33309 CASE MANAGEMENT 641740 BLAKE & UHLIG PA 753 STATE AVENUE SUITE 475 KANSAS CITY KS 66101 LEGAL 489752 EMDEON BUSINESS SERVICES 3055 LEBANON PIKE SUITE 1000 NASHVILLE TN 37214 BUSINESS SERVICES 482420 THE SEGAL COMPANY 5670 GREENWOOD PLAZA BLVD STE 425 GREENWOOD VILLAGE CO 80111 BUSINESS SERVICES 364040 10 EMPLOYER CONTRIBUTIONS 900099 244525898 244525898 MEMBER & RETIREE CONTR 900099 36446734 36446734 EARLY RETIREE SUBSIDY 900099 5880446 5880446 MEDICARE PART D SUBSID 900099 3964669 3964669 PRESCRIPTION REBATE 900099 3841445 3841445 1258348 1258348 295917540 16394148 16394148 1151868138 1134282816 17585322 17585322 17585322 OTHER INCOME 900099 130918 130918 DELINQ ER CONT INTERES 900099 111185 111185 242103 330139113 296159643 0 33979470 251645412 5733245 984598 998716 504512 560408 134772 2106633 1806509 1323121 796862 334654 80624 54926 339 7991 106892 267180214 79082357 68006544 24034033 26756185 90641 92814 1008770 1008770 7991 0 460406554 489689252 127562569 143998353 691184145 728543148 1196736 1237011 2998494 3189744 318264675 275665312 322459905 280092067 X 0 0 0 0 368724240 448451081 368724240 448451081 691184145 728543148 X 62958899 16767942 X X 0 1 1 X 0 50111 50111 0 6547 6547 0 952112 952112 0 0 COMMON COLLECTIVE TRUSTS 128349644 F POOLED REAL ESTATE FUND 15648709 F 143998353 BENEFIT OBLIGATIONS 205149900 CASH OVERDRAFT 2342411 LIABILITY TO RETURN SECURITIES LENDING 68173001 275665312 330139113 267180214 62958899 16767942 -31796400 -15028458 47930441 344800422 16767942 16767942 328032480 2106633 2106633 330139113 296869981 0 296869981 2106633 -31796400 -29689767 267180214 PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGES IN BENEFIT OBLIGATIONS PART XIII, LINE 4B - OTHER ADJUSTMENTS: CHANGES IN BENEFIT OBLIGATIONS 0 0 0 LORI JASPERSON 126901 0 0 0 0 0 26756 0 7400 0 161057 0 0 0 SUPPLEMENTAL INFORMATION PART III FORM 990, PART VII, LINE 5: THE BOILERMAKER-BLACKSMITH NATIONAL PENSION TRUST (AN UNRELATED ORGANIZATION) PAID LORI JASPERSON BASE COMPENSATION OF $126,901, DEFERRED COMPENSATION OF $26,756 AND NON-TAXABLE BENEFITS OF $7,400. FORM 990, PART VI, SECTION B, LINE 11 COPIES OF FORM 990 WERE PROVIDED TO THE GOVERNING BODY MEMBERS BY EMAIL BEFORE THE FORM 990 WAS FILED. NO REVIEW WAS OR WILL BE CONDUCTED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION DOES NOT REQUIRE ANNUAL DISCLOSURES FOR POTENTIAL CONFLICTS OF INTEREST. HOWEVER, THE ORGANIZATION'S TRUSTEES AND EMPLOYEES HAVE A DUTY TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST IS REVIEWED AND THE AFFECTED TRUSTEE OR EMPLOYEE MUST CEASE PARTICIPATION IN THE DECISION OR TRANSACTION UNTIL IT IS DETERMINED THAT THE AFFECTED TRUSTEE OR EMPLOYEE MAY CONTINUE TO PARTICIPATE IN THE DECISION OR TRANSACTION. THE POTENTIAL OR ACTUAL CONFLICTS OF INTEREST IS ALSO REVIEWED FOR COMPLIANCE WITH ERISA REQUIREMENTS. THE ORGANIZATION DOES REQUIRE FULL DISCLOSURE FOR POTENTIAL CONFLICTS OF INTEREST WHEN CONDUCTING SEARCHES FOR NEW VENDORS AND SERVICE PROVIDERS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 16,767,942. FORM 990, PART XI, LINE 2C: THE FULL BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT, AND FOR THE SELECTION OF THEIR INDEPENDENT ACCOUNTANT. FORM 990, PART V, LINE 2A: THE BOILERMAKER-BLACKSMITH NATIONAL PENSION TRUST (PENSION TRUST), PAYS ALL SALARIES AND OTHER COMPENSATION FOR THE EMPLOYEES OF THE PENSION TRUST, BOILERMAKERS NATIONAL ANNUITY TRUST (ANNUITY), AND THE BOILERMAKERS NATIONAL HEALTH AND WELFARE FUND (THE WELFARE FUND). THE PENSION TRUST AND THE ANNUITY TRUST ARE UNRELATED TO THE WELFARE FUND. A JOINT BOARD OF TRUSTEES HAVE REVIEWED AND APPROVED AN ALLOCATION METHOD TO SHARE THE COMPENSATION RELATED EXPENSES. THE WELFARE FUND REIMBURSES THE UNRELATED PENSION TRUST FOR ITS SHARE OF REPORTABLE SALARIES AND OTHER COMPENSATION. FORM 990, PART VI, SECTION B, LINE 15: THE ORGANIZATION DOES NOT COMPENSATE TOP MANAGEMENT OFFICALS OR KEY EMPLOYEES. THE BOILERMAKER-BLACKSMITH NATIONAL PENSION TRUST (PENSION TRUST), PAYS ALL SALARIES AND OTHER COMPENSATION FOR THE EMPLOYEES OF THE PENSION TRUST, BOILERMAKERS NATIONAL ANNUITY TRUST (ANNUITY), AND THE BOILERMAKERS NATIONAL HEALTH AND WELFARE FUND (THE WELFARE FUND). THE PENSION TRUST AND THE ANNUITY TRUST ARE UNRELATED TO THE WELFARE FUND. A JOINT BOARD OF TRUSTEES HAS REVIEWED AND APPROVED AN ALLOCATION METHOD TO SHARE THE COMPENSATION RELATED EXPENSES. THE WELFARE FUND REIMBURSES THE UNRELATED PENSION TRUST FOR ITS SHARE OF REPORTABLE SALARIES AND OTHER COMPENSATION.