2025-11-14T13:37:13-06:00 2024-12-31 WITHUMSMITHBROWNPC 1800 TYSONS BLVD SUITE 800 TYSONS VA 22102 990 2024-01-01 320584293 ALPA RETIREE HEALTH PLAN FOR JETBLUE PILOTS VEBA TRUST % CDS ADMINISTRATORS INC ALPA 7036894132 7950 JONES BRANCH DRIVE Suite 400S MCLEAN VA 22102 DAN WHITE ASST. DIRECTOR, REP 7036894132 2025-11-14 true true RICHARD RUVELSON P00234075 3012726000 2024 2025-03-06 01:10:19Z DAN WHITE 7950 JONES BRANCH DRIVE 400S MCLEAN VA 22102 55295723 false X N/A X 2019 VA ESTABLISHED UNDER A COLLECTIVE BARGAINING AGREEMENT TO PAY BENEFITS TO ELIGIBLE RETIREES OF JETBLUE AIRWAYS CORP AND THEIR DEPENDENTS FOR MEDICAL EXPENSES. 3 0 0 0 0 0 0 0 14324192 14601686 1386531 4937448 0 0 15710723 19539134 0 0 185064 443544 0 0 0 0 0 318002 295854 503066 739398 15207657 18799736 51691325 70850741 28009 35254 51663316 70815487 X HOLDING OF NOTIONAL ACCOUNTS IN PROVIDING THE REIMBURSEMENT OF ELIGIBLE MEDICAL EXPENSES INCURRED BY ELIGIBLE PILOTS AND THEIR ELIGIBLE BENEFICIARIES AFTER TERMINATION OF EMPLOYMENT WITH JETBLUE. false false HOLDING OF NOTIONAL ACCOUNTS IN PROVIDING THE REIMBURSEMENT OF ELIGIBLE MEDICAL EXPENSES INCURRED BY ELIGIBLE PILOTS AND THEIR ELIGIBLE BENEFICIARIES AFTER TERMINATION OF EMPLOYMENT WITH JETBLUE. false false false false false false false false false false false false false true true 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 true 0 0 0 false false false false false false false false X 3 0 false false false false false true true true false false false true true false true true true false false false X CDS ADMINISTRATORS INC 8666946477 60 BLVD OF THE ALLIES 5TH FL PITTSBURGH PA 15222 X DAN WHITE ASSISTANT DIR, REPRESENTATION 5.0 35.0 X 0 372544 87287 CATHERINE POWERS Asst Direc, Rep. (Thru 03/24) 5.0 35.0 X 0 154106 38142 THE NORTHERN TRUST COMPANY TRUSTEE 1.0 2.0 X 15000 0 0 MICHAEL RILEY BOARD MEMBER 5.0 0.0 X 0 0 0 CHARLES PUCCIARIELLO BOARD MEMBER 5.0 0.0 X 0 0 0 ALEXIS SCARCELLA BOARD MEMBER 5.0 0.0 X 0 0 0 15000 526650 125429 0 false true false CENTRAL DATA SERVICES 60 BOULEVARD OF THE ALLIES 5TH FLO PITTSBURGH PA 15222 DATA SERVICES 216161 1 0 EMPLOYER CONTRIBUTIONS 525100 14601686 14601686 14601686 1960325 1960325 0 0 0 0 0 38733712 35756589 2977123 2977123 2977123 0 0 0 0 0 0 0 0 0 0 19539134 14601686 0 4937448 X 0 0 0 443544 0 0 0 0 0 0 0 0 31200 0 0 17036 219471 0 10000 0 0 0 0 0 120 0 0 0 18027 739398 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 51647424 70800801 0 0 0 0 0 0 43901 49940 51691325 70850741 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 28009 35254 28009 35254 X 0 0 0 0 51663316 70815487 51663316 70815487 51691325 70850741 18799736 352435 X X false true X true false 0 PENDING TRADE PURCHASES 35254 35254 X 19876569 352435 352435 19524134 15000 15000 19539134 724398 724398 15000 15000 739398 PART X, LINE 2, FIN 48 FOOTNOTE: Management of the Plan evaluates tax positions taken and discloses a tax liability if the Plan has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. The Plan administrator has analyzed the tax positions taken by the Plan, and has concluded that as of December 31, 2024 and 2023, there are no uncertain positions taken or expected to be taken that would require disclosure of a liability in the financial statements. The Plan is subject to routine audits by taxing and regulatory jurisdictions; however, there are currently no audits in progress. In addition, there have been no tax related interest or penalties for the periods presented in these financial statements. false false false DAN WHITE ASSISTANT DIR, REPRESENTATION 0 325513 0 35520 0 11511 0 57768 0 31071 0 461383 0 0 CATHERINE POWERS Asst Direc, Rep. (Thru 03/24) 0 115271 0 33963 0 4872 0 36373 0 1802 0 192281 0 0 PART VI, SECTION A, LINES 1A AND 1B - GOVERNING BODY: THE ADMINISTRATIVE BOARD SHALL CONSIST OF THREE (3) MEMBERS, ALL OF WHOM SHALL BE ACTIVE OR RETIRED PILOTS OF JETBLUE AIRWAYS, PROVIDED THAT NO MORE THAN ONE MEMBER MAY BE A RETIRED JETBLUE PILOT. PART VI, SECTION A, LINE 7A - APPOINTMENT OF GOVERNING BODY: THE PRESIDENT OF THE AIRLINE PILOTS ASSOCIATION INTERNATIONAL HAS THE POWER TO APPOINT AND REMOVE ALL MEMBERS OF THE ADMINISTRATIVE BOARD. PART VI, SECTION A, LINE 7B - DECISION RESERVED TO MEMBERS: AS THE ASSOCIATION IS THE PLAN SPONSOR, THE PRESIDENT OF THE ASSOCIATION SIGNS ANY PLAN DOCUMENTS AND ANY CHANGES TO THE PLAN DOCUMENT. PART VI, SECTION A, LINE 8B - COMMITTEE WITH AUTHORITY TO ACT: THE ORGANIZATION DOES NOT CURRENTLY HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. PART VI, SECTION B, LINE 11B - REVIEW PROCESS OF FORM 990: THE FINAL DRAFT OF THE ORGANIZATION'S FORM 990 IS SENT TO THE VEBA BOARD MEMBERS, DAN WHITE, AND ALPA MANAGEMENT. EACH PERSON REVIEWS THE DRAFT FORM 990 AND IS REQUESTED TO PROVIDE ANY FEEDBACK TO DAN WHITE, WHO IN TURN REPORTS ANY COMMENTS BACK TO THE INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT FIRM ENGAGED BY THE PLAN TO PREPARE THE FORM 990. THE COMMENTS ARE INCORPORATED INTO THE FINAL VERSION OF THE FORM 990 WHICH IS FILED WITH THE INTERNAL REVENUE SERVICE. PART VI, SECTION B, LINE 12C - CONFLICT OF INTEREST POLICY: JETBLUE PILOTS VEBA TRUST HEALTH PLAN FOLLOWS THE CONFLICT OF INTEREST POLICY OF ITS RELATED ORGANIZATION AIRLINE PILOTS ASSOCIATION, INTERNATIONAL ("ALPA") SEEN BELOW. (1) ALPA'S CONFLICT OF INTEREST POLICY IS REVIEWED WITH EMPLOYEES, A WRITTEN COPY IS INCLUDED IN EACH EMPLOYEE NEW HIRE KIT, INCLUDED IN THE EMPLOYEE HANDBOOK AND THE POLICY IS POSTED ON THE EMPLOYEE STAFF CENTER WEBSITE. THE POLICY PROVIDES EXAMPLES OF SOME OF THE RELATIONSHIPS THAT SHOULD BE AVOIDED. THE POLICY REQUIRES THAT ALL EMPLOYEES AVOID CONFLICTS BETWEEN THEIR PERSONAL INTEREST AND THE MEMBERS OF, OR PERSONS REPRESENTED BY ALPA OR THE INTEREST OF ALPA IN DEALING WITH EMPLOYERS OR WITH SUPPLIERS, CUSTOMERS, AND ALL OTHER ORGANIZATIONS OR INDIVIDUALS SEEKING TO DO BUSINESS WITH ALPA. IF A CONFLICT IS REPORTED, DISCOVERED, OR SUSPECTED, IT IS ADDRESSED FIRST BY THE EMPLOYEE'S SUPERVISOR AND, IF NECESSARY, BY THE HUMAN RESOURCES DEPARTMENT, AND IN EITHER CASE, APPROPRIATE MEASURES ARE TAKEN, WHICH CAN INCLUDE TERMINATION FOR VIOLATION OF THE POLICY. (2) IN ACCORDANCE WITH FEDERAL LABOR LAWS, ALPA IS GOVERNED BY OFFICERS ELECTED FROM AMONG THE MEMBERSHIP. ACCORDINGLY, DECISIONS MADE BY ALPA'S GOVERNING BODIES NECESSARILY AFFECT THE OFFICERS WHO MAKE UP THOSE GOVERNING BODIES, JUST AS THOSE DECISIONS AFFECT THE UNION MEMBERS AS A WHOLE. HOWEVER, SECTION 501(A) OF THE LABOR-MANAGEMENT REPORTING AND DISCLOSURE ACT (LMRDA), 29 U.S.C. S501(A), STATES THAT OFFICERS AND OTHER UNION REPRESENTATIVES "OCCUPY POSITIONS OF TRUST" WITH RESPECT TO THE UNION AND SO THAT "IT IS, THEREFORE, THE DUTY OF EACH SUCH PERSON, TAKING INTO ACCOUNT THE SPECIAL PROBLEMS AND FUNCTIONS OF A LABOR ORGANIZATION, TO HOLD ITS MONEY AND PROPERTY SOLELY FOR THE BENEFIT OF THE ORGANIZATION AND ITS MEMBERS AND TO MANAGE, INVEST, AND EXPEND THE SAME IN ACCORDANCE WITH ITS CONSTITUTION AND BYLAWS AND ANY RESOLUTIONS OF THE GOVERNING BODIES ADOPTED THEREUNDER, TO REFRAIN FROM DEALING WITH SUCH ORGANIZATION AS AN ADVERSE PARTY OR ON BEHALF OF AN ADVERSE PARTY IN ANY MATTER CONNECTED WITH HIS DUTIES AND FROM HOLDING OR ACQUIRING ANY PECUNIARY OR PERSONAL INTEREST WHICH CONFLICTS WITH THE INTEREST OF SUCH ORGANIZATION, AND TO ACCOUNT TO THE ORGANIZATION FOR ANY PROFIT RECEIVED BY HIM IN WHATEVER CAPACITY IN CONNECTION WITH TRANSACTIONS CONDUCTED BY HIM OR UNDER HIS DIRECTION ON BEHALF OF THE ORGANIZATION." THE RESPONSIBILITIES IMPOSED BY LMRDA SECTION 501(A) MAY BE ENFORCED BY UNION MEMBERS THROUGH SUITS IN FEDERAL COURT, OR BY THE SECRETARY OF LABOR, AND THOSE RESPONSIBILITIES GOVERN THE UNION'S ACTIONS. (3) IN ACCORDANCE WITH THE ALPA ADMINISTRATIVE MANUAL, SECTION 55, PART 1.L CONTAINS A CONFLICT OF INTEREST PROVISION THAT STATES THAT THE VEBA BOARD AND ALPA STAFF "WILL AT ALL TIMES MAINTAIN ARM'S LENGTH RELATIONSHIPS WITH PLANS AND PLAN SERVICE PROVIDERS". PART VI, SECTION C, LINE 19 - PUBLIC AVAILABILITY OF INFORMATION: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW. PART XII, LINE 1 - METHOD OF ACCOUNTING: THE PLAN'S FINANCIAL STATEMENTS HAVE BEEN PREPARED ON THE MODIFIED CASH BASIS OF ACCOUNTING, A BASIS OF ACCOUNTING OTHER THAN ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. CONSEQUENTLY, REVENUE AND THE RELATED ASSETS ARE RECOGNIZED WHEN RECEIVED RATHER THAN WHEN EARNED, OTHER INTEREST, WHICH IS RECOGNIZED WHEN EARNED, DIVIDENDS, WHICH ARE RECORDED ON THE EX-DIVIDEND DATE AND CHANGES IN FAIR VALUE, WHICH ARE RECOGNIZED IN THE PERIOD THEY OCCUR. EXPENSES AND THEIR RELATED LIABILITIES ARE RECOGNIZED WHEN PAID RATHER THAN WHEN THE OBLIGATION IS INCURRED. THE FINANCIAL STATEMENTS ARE NOT INTENDED TO PRESENT THE PLAN'S NET ASSETS AVAILABLE FOR BENEFITS AND THE CHANGES IN ITS NET ASSETS AVAILABLE FOR BENEFITS IN ACCORDANCE WITH U.S. GAAP. FORM 990 PART IX LINE 11G DESCRIPTION:ADMINISTRATIVE EXPENSE TOTAL FEES:216161 FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING FEES TOTAL FEES:3310 AIR LINE PILOTS ASSOCIATIONS INT'L 7950 JONES BRANCH DRIVE 400S MCLEAN VA 22102 360710830 LABOR UNION VA 501(C)(5) N/A N/A false ALPA EMERGENCY RELIEF FUND INC 7950 JONES BRANCH DRIVE 400S MCLEAN VA 22102 141936814 SUPPORT ALPA VA 501(C)(3) 12-TYPE I ALPA false 1625 MASSACHUSETTS AVE NW CORP 7950 JONES BRANCH DRIVE 400S MCLEAN VA 22102 520946056 RENT PROPERTY VA 501(C)(2) N/A ALPA false AIR LINE PILOTS ASSOCIATION PAC 7950 JONES BRANCH DRIVE 400S MCLEAN VA 22102 521062313 PAC VA 527 N/A ALPA false ALPA PILOT WELFARE BENEFIT PLAN 7950 JONES BRANCH DRIVE 400S MCLEAN VA 22102 541775762 VEBA VA 501(C)(9) N/A ALPA false ALPA RETIREMENT MEDICAL VEBA TRUST 7950 JONES BRANCH DRIVE 400S MCLEAN VA 22102 541587464 VEBA VA 501(C)(9) N/A ALPA false HAWAIIAN PILOTS POST MEDICARE HEALTH 7950 JONES BRANCH DRIVE 400S MCLEAN VA 22102 821580173 VEBA HI 501(C)(9) N/A ALPA false 304 PENNSYLVANIA AVENUE CORP 7950 JONES BRANCH DRIVE 400S MCLEAN VA 22102 611890518 RENT PROPERTY DC 501(C)(2) N/A ALPA false FEDEX PILOTS POST MDCR RTR PM REIM PLAN 7950 JONES BRANCH DRIVE 400S MCLEAN VA 22102 651297729 VEBA VA 501(C)(9) N/A ALPA false KITTY HAWK INSURANCE COMPANY LTD CONTINENTAL BUILDING 25 CHURCH ST HAMILTON BD HM12 CAPTIVE INSUR BD ALPA C CORP false ALPA CANADA INSURANCE TRUST 360 ALBERT STREET SUITE 1210 OTTAWA ONTARIO CA K1R 7X7 VEBA CA NA TRUST false AIR CANADA PILOTS BENEFITS TRUST FUND 5935 AIRPORT ROAD 600 MISSISSAUGA ONTARIO CA L4V 1W5 VEBA CA NA TRUST false ALPA Canada Asset Corp 360 Albert Street Suite 1210 Ottawa Ontario CA K1R 7x7 HOLDING CORP. CA NA C corp false JETBLUE AIRWAYS CORPORATION NA false false false false false false false false false false false false false true true false true false true