2024-10-07T12:45:48-05:00 2023-12-31 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2023-01-01 237345994 IATSE NATIONAL VACATION FUND IATS 2125809092 417 FIFTH AVENUE THIRD FLOOR NEW YORK NY 100162204 ANNE J ZEISLER EXECUTIVE DIRECTOR 2125809092 2024-10-07 1 1 CAROL WESTFALL P00539069 6312734778 2023 2024-10-15 13:58:12Z 417 FIFTH AVENUE THIRD FLOOR NEW YORK NY 100162204 4923250 0 X IATSENBF.ORG X 1973 NY TO PROVIDE VACATION BENEFITS TO ELIGIBLE PARTICIPANTS. 4 4 0 0 0 0 0 0 4525427 4814313 22428 108937 0 0 4547855 4923250 0 0 1331894 4204354 0 0 0 0 0 253869 267648 1585763 4472002 2962092 451248 4438756 4890625 29000 29621 4409756 4861004 TO PROVIDE VACATION BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 TO PROVIDE VACATION BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 0 0 0 0 0 0 0 1 0 0 0 0 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 1 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ANNE J ZEISLER 2125809092 417 FIFTH AVENUE THIRD FLOOR NEW YORK NY 100162204 X CHRISTOPHER BROCKMEYER TRUSTEE 1.00 3.00 X 0 0 0 JASON LAKS TRUSTEE 1.00 3.00 X 0 0 0 MICHAEL MILLER JR TRUSTEE 1.00 3.00 X 0 0 0 JAMES B WOOD TRUSTEE 1.00 3.00 X 0 0 0 ANNE J ZEISLER EXECUTIVE DIRECTOR 1.00 39.00 X 0 429188 61983 JOEL SEGAL DIRECTOR OF I.T. 1.00 39.00 X 0 235147 49119 SCOTT TRIVIGNO DIRECTOR OF BENEFITS 1.00 39.00 X 0 251533 50826 ROSALINA ROLDAN DIRECTOR OF FINANCE 1.00 39.00 X 0 221847 47817 MICHAEL FIFE DIRECTOR OF CONTRIBUTIONS 1.00 39.00 X 0 226153 48233 MARGARET RYAN-GROPPO DIRECTOR OF HUMAN RESOURCE 1.00 39.00 X 0 190385 45120 0 1554253 303098 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 711100 4814313 4814313 4814313 108937 108937 4923250 4814313 0 108937 4204354 15493 29000 209221 7991 POSTAGE 4370 PRINTING 1573 4472002 3549105 4027625 709424 437557 313434 127518 180227 185916 0 239527 4438756 4890625 29000 29621 29000 29621 X 0 0 0 0 4409756 4861004 4409756 4861004 4438756 4890625 451248 0 X 0 1 X 1 0 124819 102745 22074 188615 24773 163842 185916 4923250 0 4923250 0 4923250 4472002 0 4472002 0 4472002 X X 0 0 0 ANNE J ZEISLER EXECUTIVE DIRECTOR 0 378223 0 7281 0 43684 0 39782 0 22201 0 491171 0 0 JOEL SEGAL DIRECTOR OF I.T. 0 218546 0 4203 0 12398 0 27019 0 22100 0 284266 0 0 SCOTT TRIVIGNO DIRECTOR OF BENEFITS 0 235000 0 4519 0 12014 0 28726 0 22100 0 302359 0 0 ROSALINA ROLDAN DIRECTOR OF FINANCE 0 206000 0 3962 0 11885 0 25717 0 22100 0 269664 0 0 MICHAEL FIFE DIRECTOR OF CONTRIBUTIONS 0 210000 0 4038 0 12115 0 26133 0 22100 0 274386 0 0 MARGARET RYAN-GROPPO DIRECTOR OF HUMAN RESOURCE 0 180000 0 3462 0 6923 0 23020 0 22100 0 235505 0 0 PART I, LINE 3 THE EXECUTIVE DIRECTOR'S COMPENSATION FROM A RELATED ORGANIZATION IS ESTABLISHED BY A WRITTEN EMPLOYMENT CONTRACT WHICH IS SUBJECT TO APPROVAL BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED IN COORDINATION WITH MANAGEMENT OF THE ORGANIZATION AND WAS REVIEWED WITH THE ORGANIZATION'S BOARD OF TRUSTEES PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C AS REQUIRED BY THE FUND'S POLICY AND BY ERISA, OFFICERS, DIRECTORS, AND KEY EMPLOYEES HAVE A CONTINUOUS OBLIGATION TO REPORT POTENTIAL CONFLICTS OF INTEREST AND VERBALLY CONFIRM THEY ARE NOT AWARE OF ANY CONFLICTS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC. PARTICIPANTS MAY VIEW DOCUMENTS AT THE FUND OFFICE UPON REQUEST TO THE EXTENT REQUIRED BY LAW. FORM 990, PART VII, SECTION A COMPENSATION AND BENEFITS REPORTED IN PART VII, SECTION A, COLUMNS E AND F AND SCHEDULE J, PART II ARE PAID TO INDIVIDUALS LISTED IN THEIR CAPACITY AS DIRECTORS OF AFFILIATED PENSION, ANNUITY, VACATION, WELFARE, AND IATSE STAFF RETIREMENT FUNDS WHERE THEY WORK 40 HOURS PER WEEK. COMPENSATION AND BENEFITS ARE PAID BY THE PENSION FUND WITH REIMBURSEMENTS FROM EACH ENTITY BASED ON THE ESTIMATED BENEFIT RECEIVED. IATSE NATIONAL PENSION FUND 417 FIFTH AVENUE THIRD FLOOR NEW YORK NY 100162204 131849172 TRUST FUND NY 501(A) N/A N/A 0 IATSE ANNUITY FUND 417 FIFTH AVENUE THIRD FLOOR NEW YORK NY 100162204 133088691 TRUST FUND NY 501(A) N/A N/A 0 IATSE NATIONAL HEALTH AND WELFARE FUND 417 FIFTH AVENUE THIRD FLOOR NEW YORK NY 100162204 237333434 TRUST FUND NY 501(C)(9) N/A N/A 0 SEE SCHEDULE R SUPPLEMENTAL INFORMATION SEE SCHEDULE R SUPPLEMENTAL INFORMATION SEE SCHEDULE R SUPPLEMENTAL INFORMATION 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 SCHEDULE R, PART II, III AND IV CERTAIN TRUSTEES LISTED ON FORM 990 PART VII, SECTION A, SERVE AS VOLUNTEERS AND DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION OR ANY RELATED ORGANIZATION IN THEIR CAPACITY AS TRUSTEES OF THIS ORGANIZATION. THE INFORMATION DISCLOSED ON THE ATTACHED SCHEDULE OF RELATED PARTIES IS THAT WHICH WAS AVAILABLE TO THIS ORGANIZATION AT THE TIME OF THIS FILING. SCHEDULE R PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS THEATRICAL WARDROBE LOCAL 764 SCHEDULE R PART III, RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP AMITY ISLAND BROADWAY LP BEAUTIFUL THING NY, LP CINDERS BROADWAY LP EMPIRE STREET 2 BROADWAY LP FISH WITH CHEESE LP GLOBAL SPECTRUM LP D/B/A OAKVIEW GROUP LEOPOLDSTADT BROADWAY, LP LOUIS ON BROADWAY, LP MAMMA MIA 25 TOUR LP MAMMA MIA USA TOUR 2 LP MUNCHKINLAND PRODUCTIONS LP OLD FRIENDS BROADWAY LP PEOPLE NY LP PETER PAN GOES BROADWAY LP SIX ON BROADWAY LP THE PHANTOM COMPANY, LP TOURING GOES WRONG LP TRAIN TIMES BROADWAY LP SCHEDULE R PART IV ATTACHMENT, LIST OF RELATED ORGANIZATIONS 1776 TOURING LLC 36D PRODUCTIONS 88 NOTES LLC ABHANN PRODUCTIONS LTD. ACCENT ON CINCINNATI, INC. ADIRONDACK CIVIC CENTER COALITION AIN'T NO MO' BROADWAY, LLC ALVIN AILEY DANCE FOUNDATION INC[M] AMERICAN REPERTORY THEATRE AMERICAN THEATRE GUILD AMIGOS ON BROADWAY LLC AND PEGGY TOUR LLC ANGELICA TOUR LLC ARATA EXPOSITIONS, INC. ARIA SHOW TECHNOLOGY ARIZONA OPERA COMPANY ARIZONA THEATRE COMPANY ART PAYROLL ASM GLOBAL FKA SMG - AMICA MUTUAL PAVILION ATLANTIC IMAGES & SOUND EVENT SERVICES AUDIO SPECTRUM INC AUDITORIUM THEATRE OF ROOSEVELT UNIVERSITY AUTUMN SMILE US TOUR, LLC AVLD EVENTS, INC BALLET ARIZONA BALLET ARTS FOUNDATION AKA BALLET TUSCON BALLET THEATRE FOUNDATION, INC BALLET TUCSON BBI ENGINEERING INC BEACON THEATRICAL SERVICES, INC. BEAUTIFUL NOISE LLC BEETLEJUICE BROADWAY LLC BEETLEJUICE FIRST NATIONAL TOUR, LLC BEING ALIVE TOUR LLC BLUE SHUTTERS LLC BLUE WATER TECHNOLOGIES BOOK OF MORMON BROADWAY, LLC BOSTON SYMPHONY ORCHESTRA, INC. BROADWAY RHYTHM & RHYME, LLC BROADWAYBOOP LLC BUENA VISTA THEATRICAL GROUP, LTD. BUILD AND DESTROY LLC CAPITAL CONVENTION CONTRACTORS, INC. CAPTUS CREATIVE CASSIDYRIG INC. CHASE CREATIVE UNLIMITED CHILDSPLAY, INC. CHOICE LIVE (FORMERLY UPSTAGE VIDEO) CHRIST IN YOUTH CIRQUE DU SOLEIL HOLDING USA NEWCO, INC CLEARWING PRODUCTIONS, INC. CLETUS KARAMON LIGHTING DESIGN LLC COAST TO COAST PRODUCTION MANAGEMENT COAST TO COAST PRODUCTION SUPPORT, INC. COASTAL INTERNATIONAL HOLDINGS, LLC CONVENTION SERVICES OF THE SOUTHWEST, INC. CREATIVE DAY TECHNOLOGIES CREATIVE LIGHT AND SOUND CREWS UNLIMITED II, INC. DASH DASH DOT LLC DAYS ON BROADWAY INC DELICATE PRODUCTIONS DISNEY THEATRICAL PRODUCTIONS DISNEY THEATRICAL PRODUCTIONS, LTD. DISNEY WORLDWIDE SERVICES, INC DONALD E. MCNABB COMPANY, INC. DOUBTFIRE ON TOUR, LLC DOUBTFIRE PRODUCTION SERVICES, INC. DSP&L, INC. DULUTH TOUR LLC EASE ON DOWN LLC EASTERN LIGHTING DESIGN, INC. EMPLOYCO SERVICES, LTD. EMPLOYCO USA II INC EVENTS UNITED EXCEL DECORATORS FERN EXPOSITION SERVICES LLC FEVER DOG LLC FIND YOUR GRAIL ON BROADWAY LLC FL MANAGEMENT LLC DBA FANTASEE LIGHTING FREEMAN AUDIO VISUAL, LLC FREEMAN DECORATING SERVICES INC FREEMAN EXPOSITIONS, LLC AKA FREEMAN AUDIO VISUAL AKA FREEMA FUNNY GIRL FIRST TOURING LLC FX DESIGN GROUP, LLC GENESIS EXPOSITION SERVICES, LLC GES EXPOSITION SPECIALISTS GET READY TOUR LLC GIANTS IN THE SKY LLC GOLDEN VOICE LLC GOODMAN THEATRE GOODNIGHT OSCAR, LLC GRAND RAPIDS CHRISTIAN SCHOOLS GRAND RAPIDS PUBLIC MUSEUM GUTENBERG PRODUCTION SERVICES CORP HADESTOWN BROADWAY LLC HADESTOWN NORTH AMERICAN TOURING, LLC HAMILTON UPTOWN, LLC HAYSTACK ON BROADWAY LLC HERITAGE TRADESHOW SERVICES HILL VALLEY PRODUCTIONS, LLC HOLLAND CIVIC CENTER PLACE HOMERUN BROADWAY, LLC HUDSON THEATRICAL ASSOCIATES I LOVE COTTON CANDY LLC IOWA STUBBORN LLC ITA AUDIO VISUAL SOLUTIONS JAGGED LITTLE PILL LLC[M] JAGGED LITTLE PILL TOUR, LLC JLQ INC. JOHN S. HYATT AND ASSOCIATES JUICY'S BBQ, LLC JULIET BROADWAY LLC JUNE 12 LLC KBO GROUP KIMBERLY AKIMBO LLC LA JOLLA PLAYHOUSE LA STAGECALL LAKESHORE AUDIOVISUAL INC LANCASTER MANAGEMENT SERVICES LEO AND LUCILLE PRODUCTION SERVICES CORP LEWIS WARD ENTERPRISES LLC LEWIS WARD NORTH AMERICAN TOUR, LLC LIVE NATION (P) LMS22 TOURING LLC LOBERO THEATRE FOUNDATION MAMMA MIA WLP TOURING, LLC M&M PRODUCTIONS USA MAINSTAGE THEATRICAL SUPPLY, INC. MAJOR THEATRE EQUIPMENT CORP MC 2 MEAN GIRLS NATIONAL TOUR LLC MIAMI CITY BALLET MIC CHECK LLC MJP MUSICAL, LLC MML TOURING LLC MODERN DISPLAY SVS., INC MOMENTUM MANAGEMENT MOSS AUDIO INC. MRB MUSICAL LLC MRB TOUR, LLC MUNICIPAL THEATRE ASSOCIATION OF ST. LOUIS MUSIC THEATRE WICHITA INC MVP ARENA NEW JERSEY SYMPHONY ORCHESTRA NEW YORK CITY BALLET NEW YORK PHILHARMONIC NOBODY'S PERFECT LLC NTH DEGREE, INC. O LEVEL INC. OHIO STATE BROADWAY LLC OLD GLOBE THEATRE ONCE UPON A ONE MORE TIME LLC ORLANDO BALLET, INC. PALMETTO SOUND WORKS, LLC PAPER MILL PLAYHOUSE PARAMOUNT CONVENTION SERVICES, INC PENNSYLVANIA BALLET ASSOCIATION PFM LLC DBA THE VETS PHIL BURKE RIGGING, INC. PHILIP TOUR LLC PI BROADWAY LLC PICTURES FROM HOME, LLC PITTSBURGH OPERA POWER PLUS PRODUCTIONS PRESENTATION TECHNOLOGY LLC PRODUCTION PAYROLL, INC. PRODUCTION RESOURCE GROUP, LLC PRODUCTION SUPPORT SERVICES, INC. PROVIDENCE PERFORMING ARTS CENTER PURLIE VICTORIOUS PURPLE TALLY PRODUCTIONS, INC. ROCK LABOR, LLC ROUNDABOUT THEATRE COMPANY RPMXPO RUN JACK BROADWAY PRODUCTION SERVICES CORP RUSH CONCERTS S TODD, LLC SALESMAN BROADWAY, LLC SAN DIEGO SYMPHONY ORCHESTRA SANTA BARBARA CENTER FOR THE PERFORMING ARTS, INC. SAPSIS RIGGING, INC. SD OPERA SEAS PRODUCTIONS SECRET GARDEN LOS ANGELES LLC SHEPARD EXPOSITION SERVICES INC SHO-LINK INCORPORATED SHOW IMAGING, INC SHOW MOTION, INC. SHOWTOWN THEATRICALS, LLC SILVERBACK PRODUCTIONS, LLC SIX ARAGON TOUR LLC SIX BOLEYN TOUR, LLC SMG SMG JACKSONVILLE SO GOOD THEY NAMED IT TWICE, L.P. SOUND FOCUS LLC ST CECILIA STAGE CALL, INC. STAMFORD CENTER FOR THE ARTS, INC. STAMFORD MEDIA CENTER AND PRODUCTIONS LLC STATE THEATRE NEW JERSEY STRANGE LOOP BROADWAY LLC STREAMLINE SHOW SERVICES LLC T3 EXPO, LLC TEXAS EXPOSITION SERVICES, LLC(TEXASXPO) THE CHICAGO LIMITED PARTNERSHIP THE EXPO GROUP, INC THE GRANADA THEATRE THE HARMONY MUSICAL LLC THE JOHN F. KENNEDY CENTER THE KENTUCKY CENTER FOR THE ARTS CORPORATION THE PROUD MARY, LLC THE SHAKESPEARE THEATRE COMPANY THE VILLAGE CRIER INC THEATRICAL RESOURCES, LLC TKMB NATIONAL TOUR, LLC TOPDOG 20TH LLC UNION PAYROLL AGENCY INC[M] UNION TEMPORARY SERVICES INC. UNLIMITED PRODUCTIONS, INC.[M] UNLIMITED PRODUCTIONS, LLC UTP PRODUCTIONS, INC. VARSITY ALL STAR LLC VARSITY BRANDS, INC. WAGNER JOHNSON PRODUCTIONS WATERFALL EVENT DESIGN WICKED, LLC WORTH THE JOURNEYING, LLC YOUNG ARE AT THE GATES YOUR LABOR MANAGEMENT