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Form 5500

Department of the Treasury
Internal Revenue Service

Department of Labor
Employee Benefits Security
Administration

Pension Benefit Guaranty Corporation  

Annual Return/Report of Employee Benefit Plan

This form is required to be filed for employee benefit plans under sections 104
and 4065 of the Employee Retirement Income Security Act of 1974 (ERISA) and
sections 6047(e), 6057(b), and 6058(a) of the Internal Revenue Code (the Code).

Complete all entries in accordance with
the instructions to the Form 5500.
OMB Nos. 1210 - 0110
1210 - 0089


2016


This Form is Open to Public
Inspection
 Part I       Annual Report Identification Information 
For calendar plan year 2016 or fiscal plan year beginning January 01, 2016 , and ending December 31, 2016
a multiple-employer plan (Filers checking this box must attach a list of participating employer information in accordance with the form instructions)for   a multiemployer plan;
  a single-employer plan;
  a multiple-employer plan;
  a DFE (specify)     
 
This return/report is:   the first return/report;
  an amended return/report;
  the final return/report;
  a short plan year return/report (less than 12 months).
If the plan is a collectively-bargained plan, check here    
Check box if filling under:   Form 5558;   automatic extension;   the DFVC program;
    special extension (enter description)     
 Part II       Basic Plan Information – enter all requested information.
1a  Name of plan

IAM NATIONAL PENSION FUND

1b Three-digit
plan number (PN)
   002   
1c Effective date of plan
January 01, 1991
 
2a  Plan sponsor's name and address, including room or suite number (Employer, if for a single-employer plan)

BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
1300 CONNECTICUT AVENUE, NW
WASHINGTON DC 20036-1711
2b Employer Identification Number (EIN)
51-6031295
2c Sponsor's telephone number
202-785-2658
2d Business code (see instructions)
333510
 
Caution: A penalty for the late or incomplete filing of this return/report will be assessed unless reasonable cause is established.
Under penalties of perjury and other penalties set forth in the instructions, I declare that I have examined this return/report, including accompanying schedules, statements and attachments, as well as the electronic version of this return/report, and to the best of my knowledge and belief, it is true, correct, and complete.

Signature of plan administrator Date Enter name of individual signing as plan administrator
Signature of employer/plan sponsor Date Enter name of individual signing as employer or plan sponsor
Signature of DFE Date Enter name of individual signing as DFE
For Paperwork Reduction Act Notice and OMB Control Numbers, see the instructions for Form 5500. Form 5500 (2016)
v.092308.1
3a  Plan administrator's name and address (if same as plan sponsor, enter"Same")

3b Administrator's EIN
3c Administrator's telephone number
 
 
4    If the name and/or EIN of the plan sponsor has changed since the last return/report filed for this plan, enter the name, EIN and the plan number from the last return/report below:

Sponsor's name

4b EIN
     
4c PN
     
Total number of participants at the beginning of the plan year
 5     283622   
Number of participants as of the end of the plan year unless otherwise stated (welfare plans only complete lines 6a(1), 6a(2), 6b, 6c, and 6d)
 
  a(1)  Total active number of participants at the beginning of the plan year     6a(1)     104062   
  a(2)  Total active number of participants at the end of the plan year     6a(2)       
  b  Retired or separated participants receiving benefits  6b     78818   
  c  Other retired or separated participants entitled to future benefits  6c     87672   
  d  Subtotal. Add lines 6a(2), 6b, and 6c  6d     270626   
  e  Deceased participants whose beneficiaries are receiving or are entitled to receive benefits  6e     19382   
  f  Total. Add lines 6d and 6e  6f     290008   
  g  Number of participants with account balances as of the end of the plan year (only defined contribution plans complete this item)  6g       
  h  Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested  6h     2035   
Enter the total number of employers obligated to contribute to the plan (only multiemployer plans complete this item)
 7     999   
8a  If the plan provides pension benefits, enter the applicable pension feature codes from the List of Plan Characteristics Codes in the instructions:
  b  If the plan provides welfare benefits, enter the applicable welfare feature codes from the List of Plan Characteristics Codes in the instructions:
9a  Plan funding arrangement (check all that apply)
  (1)   Insurance
  (2)   Section 412(e)(3) insurance contracts
  (3)   Trust
  (4)   General assets of the sponsor
9b  Plan benefit arrangement (check all that apply)
  (1)   Insurance
  (2)   Section 412(e)(3) insurance contracts
  (3)   Trust
  (4)   General assets of the sponsor
10 Check all applicable boxes in 10a and 10b to indicate which schedules are attached,and, where indicated, enter the number attached (See instructions)
  a  Pension Schedules
  (1)     R (Retirement Plan Information)
 
  (2)     MB (Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information)- signed by the plan actuary
 
  (3)     SB (Single-Employer Defined Benefit Plan Actuarial Information) - signed by the plan actuary
  b  General Schedules
  (1)     (Financial Information)
 
  (2)     (Financial Information – Small Plan)
  (3)      (Insurance Information)
  (4)     (Service Provider Information)
  (5)     (DFE/Participating Plan Information)
  (6)     (Financial Transaction Schedules)
 Part III  Form M-1 Compliance Information (to be completed by welfare benefit plans)
  11a If the plan provides welfare benefits, was the plan subject to Form M-1 filing requirements during the plan year? (See
instructions and 29 CFR 2520.101-2).....    Yes   No 
If “Yes” is checked, complete lines 11b and 11c.
  11b Is the plan currently in compliance with M-1 filing requirements? (See instructions and 29 CFR 2520.101-2)......  Yes   No 
  11c Enter the Receipt Confirmation Code for the 2016 Form M-1 annual report. If the plan was not required to file the 2016
Form M-1 annual report, enter the Receipt Confirmation Code for the most recent M-1 that was required to be filed under the
Form M-1 filing requirements. (Failure to enter a valid Receipt Confirmation Code will subject the Form 5500 filing to rejection
as incomplete.) Receipt Confirmation Code