International Brotherhood of Teamsters Supplemental Benefits Trust

Address
25 Louisiana Avenue NW
Washington, DC 200012079
Contact
Website: http://www.teamster.org
Phone: +1 (202) 624-6800
Nonprofit
NTEE: J40 - Labor Unions, Organizations
EIN: 20-0412571

Mission

Coordination and funding of insurance and other programs offered to members of the international brotherhood of teamsters.
 20162015201420132012
Basic features of the organization
Year of formation2003
Metropolitan statistical area8872
Form of organization
TrustTrue
Human resources, including compensation
Summary compensation info
Sum of reportable (W2/1099) compensation$0.00$0.00$0.00$0.00$0.00
Number of employees00000
Number of people compensated >$100k00000
Number of volunteers00000
Number of highly compensated contractors1100 
Personnel
Aloise, Rome
TitleTrusteeTrusteeTRUSTEETRUSTEETRUSTEE
Name of key/compensated personRome A AloiseRome A AloiseROME A ALOISEROME A ALOISEROME A ALOISE
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org2.002.002.002.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Breakdown of reportable comp
Base reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Bonus and incentive reportable compensation$0.00$0.00$0.00$0.00$0.00
Other reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Retirement and other deferred compensation$0.00$0.00$0.00$0.00$0.00
Nontaxable benefits from org$0.00$0.00$0.00$0.00$0.00
Compensation from org previously reported as deferred$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$49,660.00$44,949.00$52,423.00$46,255.00$43,037.00
Sum of all compensation from org$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $176,126.00$175,258.00$163,212.00$139,466.00$127,342.00
Average hours per week working for related orgs40.0040.0040.0040.0040.00
Hall, Ken
TitleChairmanChairmanCHAIRMANCHAIRMANCHAIRMAN
Name of key/compensated personKen HallKen HallKEN HALLKEN HALLKEN HALL
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org2.002.002.002.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Breakdown of reportable comp
Base reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Bonus and incentive reportable compensation$0.00$0.00$0.00$0.00$0.00
Other reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Retirement and other deferred compensation$0.00$0.00$0.00$0.00$0.00
Nontaxable benefits from org$0.00$0.00$0.00$0.00$0.00
Compensation from org previously reported as deferred$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$57,700.00$52,097.00$64,505.00$62,892.00$58,589.00
Sum of all compensation from org$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $278,695.00$277,075.00$274,597.00$266,007.00$242,394.00
Average hours per week working for related orgs40.0040.0040.0040.0040.00
Hamilton, William
TitleTrusteeTrusteeTRUSTEETRUSTEETRUSTEE
Name of key/compensated personWilliam HamiltonWilliam HamiltonWILLIAM HAMILTONWILLIAM HAMILTONWILLIAM HAMILTON
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org2.002.002.002.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$36,862.00$33,161.00$38,044.00$36,099.00$35,107.00
Corresponding comp from related orgs
Reportable compensation from related orgs $94,003.00$93,121.00$92,098.00$89,829.00$87,164.00
Average hours per week working for related orgs40.0040.0040.0040.0040.00
Murphy, John
TitleTrusteeTrusteeTRUSTEETRUSTEETRUSTEE
Name of key/compensated personJohn F MurphyJohn F MurphyJOHN F MURPHYJOHN F MURPHYJOHN F MURPHY
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org2.002.002.002.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Breakdown of reportable comp
Base reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Bonus and incentive reportable compensation$0.00$0.00$0.00$0.00$0.00
Other reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Retirement and other deferred compensation$0.00$0.00$0.00$0.00$0.00
Nontaxable benefits from org$0.00$0.00$0.00$0.00$0.00
Compensation from org previously reported as deferred$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$48,888.00$43,967.00$53,272.00$51,637.00$48,457.00
Sum of all compensation from org$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $178,774.00$177,758.00$176,474.00$174,271.00$162,569.00
Average hours per week working for related orgs40.0040.0040.0040.0040.00
Smith, William
TitleTrusteeTrusteeTRUSTEETRUSTEETRUSTEE
Name of key/compensated personWilliam C Smith IIIWilliam C Smith IIIWILLIAM C SMITH IIIWILLIAM C SMITH IIIWILLIAM C SMITH
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org2.002.002.002.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Breakdown of reportable comp
Base reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Bonus and incentive reportable compensation$0.00$0.00$0.00$0.00$0.00
Other reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Retirement and other deferred compensation$0.00$0.00$0.00$0.00$0.00
Nontaxable benefits from org$0.00$0.00$0.00$0.00$0.00
Compensation from org previously reported as deferred$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$53,230.00$47,732.00$58,080.00$56,689.00$55,132.00
Sum of all compensation from org$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $222,249.00$220,469.00$216,008.00$214,126.00$210,988.00
Average hours per week working for related orgs40.0040.0040.0040.0040.00
Purpose: mission, activities, & accomplishments
Mission or significant activitiesCoordination and funding of insurance and other programs offered to members of IBT.Coordination and funding of insurance and other programs offered to members of IBT.COORDINATION AND FUNDING OF INSURANCE AND OTHER PROGRAMS OFFERED TO MEMBERS OF IBT.COORDINATION AND FUNDING OF INSURANCE AND OTHER PROGRAMS OFFERED TO MEMBERS OF IBT.COORDINATION AND FUNDING OF INSURANCE AND OTHER PROGRAMS OFFERED TO MEMBERS OF IBT.
Programs, including revenue & expenses
Organization serves as a vehicle for the coordination of several credit card, insurance and other programs offered to members of the international brotherhood of teamsters and their families by the third party vendors.
Program descriptionOrganization serves as a vehicle for the coordination of several credit card, insurance and other programs offered to members of the international brotherhood of teamsters and their families by the third party vendors.Organization serves as a vehicle for the coordination of several credit card, insurance and other programs offered to members of the international brotherhood of teamsters and their families by the third party vendors.ORGANIZATION SERVES AS A VEHICLE FOR THE COORDINATION OF SEVERAL CREDIT CARD, INSURANCE AND OTHER PROGRAMS OFFERED TO MEMBERS OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS AND THEIR FAMILIES BY THE THIRD PARTY VENDORS.ORGANIZATION SERVES AS A VEHICLE FOR THE COORDINATION OF SEVERAL CREDIT CARD, INSURANCE AND OTHER PROGRAMS OFFERED TO MEMBERS OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS AND THEIR FAMILIES BY THE THIRD PARTY VENDORS.ORGANIZATION SERVES AS A VEHICLE FOR THE COORDINATION OF SEVERAL CREDIT CARD, INSURANCE AND OTHER PROGRAMS OFFERED TO MEMBERS OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS AND THEIR FAMILIES BY THIRD PARTY VENDORS.
Financial data
Revenue
Total revenue$4,001,924.00$3,984,994.00$4,103,554.00$2,812,632.00$2,863,042.00
Revenue from contributions (total) $0.00$0.00$0.00$0.00
Investment income, current yr$262,129.00$272,148.00$566,102.00$146,067.00$105,297.00
Total revenue from grants, etc., current yr$0.00$0.00$0.00$0.00$0.00
Total unrelated business revenue$0.00$0.00$0.00$0.00$0.00
Other revenue, current yr$0.00$0.00$5,000.00$0.00$12,500.00
Net unrelated business taxable revenue$0.00$0.00$0.00$0.00$0.00
Program service revenue (total)$3,739,795.00$3,712,846.00$3,532,452.00$2,666,565.00$2,745,245.00
Gross receipts$4,002,168.00$6,836,834.00$4,960,611.00$3,854,806.00$2,863,042.00
Other types of revenue
Miscellaneous revenue (total)  $5,000.00 $12,500.00
Income from dividends, interest, and similar investments$262,129.00$273,958.00$87,412.00$88,143.00$105,297.00
Net rental income $0.00$0.00$0.00$0.00
Expense categories (totals)
Total functional expenses: sum of all$950,229.00$1,094,237.00$2,134,086.00$3,013,719.00$2,083,392.00
Fees for services
Legal fees (total)$69,713.00$130,402.00$103,312.00$552,574.00$13,351.00
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
Investment management fees (total)$17,296.00$16,984.00$17,151.00$17,296.00$16,684.00
Assets and liabilities
Total assets$14,680,176.00$11,411,228.00$8,617,039.00$7,143,283.00$7,295,399.00
Total assets, beginning of year$11,411,228.00$8,617,039.00$7,143,283.00$7,295,399.00$6,217,708.00
Total liabilities$237,555.00$284,354.00$235,810.00$355,231.00$486,594.00
Total liabilities, beginning of year$284,354.00$235,810.00$355,231.00$486,594.00$329,990.00
Unrestricted net assets, end of yr$14,442,621.00$11,126,874.00$8,381,229.00$6,788,052.00$6,808,805.00
Net assets$14,442,621.00$11,126,874.00$8,381,229.00$6,788,052.00$6,808,805.00
Net assets, beginning of year$11,126,874.00$8,381,229.00$6,788,052.00$6,808,805.00$5,887,718.00
Other liabilities$205,000.00$242,625.00$196,000.00$258,635.00$332,888.00
Investments: publicly traded securities$13,055,748.00$6,929,995.00$6,804,330.00$5,510,215.00$6,284,418.00
Other financial variables
Revenue less expenses$3,051,695.00$2,890,757.00$1,969,468.00-$201,087.00$779,650.00
Advertising (total)$18,135.00$12,700.00$80,000.00$48,414.00$50,281.00
Savings & temp cash investment$1,085,463.00$3,994,165.00$1,429,064.00$1,391,152.00$744,104.00
Accounts receivable, net$531,465.00$479,568.00$376,145.00$234,416.00$259,377.00
Prepaid expenses & deferred charges$7,500.00$7,500.00$7,500.00$7,500.00$7,500.00
Accounts payable & accrued expenses$32,555.00$41,729.00$39,810.00$96,596.00$153,706.00
Total net assets or fund balances$14,442,621.00$11,126,874.00$8,381,229.00$6,788,052.00$6,808,805.00
Governance and accountability
Number of voting members55555
Number of independent voting members00000
Financial sheets auditedTrueTrueTrueTrueTrue
Audited on both consolidated and separate basisTrue    
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2016-01-012015-01-012014-01-012013-01-012012-01-01
Tax year end date2016-12-012015-12-012014-12-012013-12-012012-12-01
Indicators for schedules (selected)
Grants to domestic org/gov't >$5kTrueTrueTrueTrueTrue
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Date e-filing submitted2017-10-202017-02-212015-07-092014-11-202013-09-23
IRS schema version2016v3.02015v2.12014v5.02013v3.02012v2.1
Filing identifier201741819349300204201633089349300503201531749349300103201422769349300912201342179349300729
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