WESTERN STATES LOCAL UNION TRUST FUND OF THE OFFICE EMPLOYEES INTER: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WESTERN STATES LOCAL UNION TRUST FUND OF THE OFFICE EMPLOYEES INTER (EIN 93-6028906)
- Tax period
- 2022-03-01 to 2023-02-28
- Filed
- 2024-01-16
- IRS object ID
- 202440169349304094
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-01-16T00:26:52-05:00 | ReturnTs |
| Tax Period End | 2023-02-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814693463 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRON CREEK TAX & CONSULTING | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6650 SW REDWOOD LN STE 210 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 936028906 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERN STATES HEALTH AND WELFARE | BusinessNameLine1Txt |
| Business Name Line2 | TRUST FUND OF THE OPEIU TRUSTEES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 5032240048 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5331 S MACADAM AVE STE 258 PMB 116 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972393871 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD BELL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5032240048 | PhoneNum |
| Signature | 2023-12-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MAUREEN | PersonFirstNm |
| Person Last | GOLDBERG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD A LAYNE | PreparerPersonNm |
| PTIN | P00359754 | PTIN |
| Phone | 5036709863 | PhoneNum |
| Preparation | 2024-01-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HOWARD BELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3815 NW COLUMBIA ST | AddressLine1Txt |
| City | VANCOUVER | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,893,977 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Activity Or Mission | TO PROVIDE HEALTH BENEFITS FOR PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,092,078 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $19,495,870 | CYProgramServiceRevenueAmt |
| PY Investment Income | $394,277 | PYInvestmentIncomeAmt |
| CY Investment Income | $368,372 | CYInvestmentIncomeAmt |
| PY Other Revenue | $51,577 | PYOtherRevenueAmt |
| CY Other Revenue | $29,735 | CYOtherRevenueAmt |
| PY Total Revenue | $19,537,932 | PYTotalRevenueAmt |
| CY Total Revenue | $19,893,977 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $18,905,679 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $19,298,984 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $387,133 | PYOtherExpensesAmt |
| CY Other Expenses | $404,323 | CYOtherExpensesAmt |
| PY Total Expenses | $19,292,812 | PYTotalExpensesAmt |
| CY Total Expenses | $19,703,307 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $245,120 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $190,670 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,918,695 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,857,576 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,021,527 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,218,623 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,897,168 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,638,953 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTH BENEFITS FOR PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS. | Desc |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENESYS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5032240048 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5331 S MACADAM AVE STE 258 PMB 116 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972393871 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| HOWARD BELL | ||||||
| TRUSTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DEBI VAN CAMP | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NIKI JORDAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KARYN MORRISON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DARCY NOXON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHEYENNE RUSSELL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENESYS INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5331 SW MACADAM AVE STE 258 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97239 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | ADMINISTRATION | ServicesDesc |
| Compensation | $157,437 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| EMPLOYER CONTRIBUTION | $18,340,583 | $18,340,583 |
| EMPLOYEE CONTRIBUTION | $1,155,287 | $1,155,287 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $19,495,870 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $368,372 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $368,372 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXPERIENCE REFUND | Desc |
| Total Revenue Column | $29,735 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,735 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $29,735 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,893,977 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,893,977 | RelatedOrExemptFuncIncomeAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,298,984 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,408 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,063 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,750 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,453 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,347 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| BANK CHARGES | $35,727 |
| PRINTING | $16,652 |
| MEETINGS AND CONFERENCES | $12,893 |
| POSTAGE AND MAILING | $4,563 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,467 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,703,307 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,781,071 | BOYAmt |
| EOY | $1,839,684 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,312,036 | BOYAmt |
| EOY | $1,478,980 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,247 | BOYAmt |
| EOY | $26,287 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,795,341 | BOYAmt |
| EOY | $13,512,625 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,918,695 | BOYAmt |
| EOY | $16,857,576 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,784 | BOYAmt |
| EOY | $20,895 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,999,743 | BOYAmt |
| EOY | $3,197,728 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,021,527 | BOYAmt |
| EOY | $3,218,623 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,897,168 | BOYAmt |
| EOY | $13,638,953 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,897,168 | BOYAmt |
| EOY | $13,638,953 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,918,695 | BOYAmt |
| EOY | $16,857,576 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $190,670 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,448,885 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFIT OBLIGATION | Desc |
| Amt | $3,197,728 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,197,728 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $18,434,342 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,448,885 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$1,448,885 | RevenueNotReportedAmt |
| Revenue Subtotal | $19,883,227 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $10,750 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $10,750 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $19,893,977 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $19,494,572 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $19,494,572 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $10,750 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $197,985 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $208,735 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $19,703,307 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 4, PART XII, LINE 4B | FormAndLineReferenceDesc |
| Explanation | CHANGE IN BENEFIT LIABILITIES 197,985 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | A COPY OF FORM 990 IS REVIEWED BY TWO TRUSTEES. ANY QUESTIONS RAISED UPON REVIEW ARE RESOLVED PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | LEGAL COUNCEL FOR THE PLAN MONITORS RELATIONSHIPS AND AGREEMENTS WITH SEVICE PROVIDERS TO SEE THAT APPRPRIATE PROTECTIONS ARE IN PLACE AND ADHERED TO. TRANSACTIONS ARE SCRUTANIZED BY TRUSTEES AND LEGAL COUNSEL TO PREVENT POTENTIAL CONFLICTS OF INTEREST. |
| FORM 990, PAGE 6, PART VI, LINE 15A | NO COMPENSATION IS PAID. |
| FORM 990, PAGE 6, PART VI, LINE 15B | NO COMPENSATION IS PAID. |
| FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. ALSO AVAILABLE AT GUIDESTAR.ORG. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (93 entries)
| Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|
| (no name) | |
| N/A | false |
| WEINBERG ROGER ET AL | |
| N/A | false |
| UTAH SHEET METAL EDU & TRAINING TRU | |
| N/A | false |
| UT IRONWKRS LU 27 JATC | |
| N/A | false |
| UNITED TRADES FCU | |
| N/A | false |
| UNITED ASSOC LOCAL 140 | |
| N/A | false |
| UBOC | |
| N/A | false |
| UA LOCAL 290 TRAINING | |
| N/A | false |
| UA LOCAL 290 | |
| N/A | false |
| STUDENTS COOPERATIVE ASSOCIATION | |
| N/A | false |
| STATE BLDG TRADES COUNCIL | |
| N/A | false |
| SPRINKLER FITTERS LU 483 | |
| N/A | false |
| SPOKANE REG LABOR COUNCIL | |
| N/A | false |
| SOUTHERN CA PIPE TRADES | |
| N/A | false |
| SOUTHCOAST ILWU FCU | |
| N/A | false |
| SKAMANIA COUNTY | |
| N/A | false |
| SHEET METAL WORKERS 312 | |
| N/A | false |
| SEIU LOCAL 280 | |
| N/A | false |
| SAN MATEO LABOR COUNCIL | |
| N/A | false |
| SAN FRANCISCO LBR COUNCIL | |
| N/A | false |
| PORTLAND LOCAL 8 FCU | |
| N/A | false |
| PLUMBR & PIPEFTRS LU 761 | |
| N/A | false |
| PLUMBR & PIPEFTRS LU 442 | |
| N/A | false |
| PLUMBERS PIPE & REFRIGE | |
| N/A | false |
| PLUMBERS PIPE & REFRIG | |
| N/A | false |
| PLUMBERS LU 598 JATC | |
| N/A | false |
| PLUMBERS LU 598 | |
| N/A | false |
| PLUMBERS & STEAMFITTERS | |
| N/A | false |
| PLUMBERS & PIPEFTRS 442 | |
| N/A | false |
| PIPENITC | |
| N/A | false |
| PACIFIC NW IRONWORKERS | |
| N/A | false |
| PACIFIC NW CARPENTERS INS | |
| N/A | false |
| PAC NW IRONWORKERS JATC | |
| N/A | false |
| OREGON AFL-CIO | |
| N/A | false |
| OR STATE BLDG & CONST TRD | |
| N/A | false |
| OR FED OF NURSES 5017 | |
| N/A | false |
| OR & SW WA PAINTERS | |
| N/A | false |
| OR & SW WA MASON TRADES | |
| N/A | false |
| OPEIU LOCAL 29 | |
| N/A | false |
| OPEIU LOCAL 11 | |
| N/A | false |
| NW OREGON LABOR COUNCIL | |
| N/A | false |
| NORTHWEST LABOR PRESS | |
| N/A | false |
| NORCAL LMCT | |
| N/A | false |
| NECA-IBEW TRAINING TRUST | |
| N/A | false |
| MACHINISTSBOILERMKRS FCU | |
| N/A | false |
| LUMBERSAWMILL WRKRS 2949 | |
| N/A | false |
| LOWER COLUMBIA LONGSHORE | |
| N/A | false |
| LABORS COMM SERV AG INC | |
| N/A | false |
| LABORERS 483 MUNICIPAL EE | |
| N/A | false |
| IUPAT DIST COUNCIL 5 | |
| N/A | false |
| IRONWORKERS USA FCU | |
| N/A | false |
| IRONWORKERS LOCAL 516 | |
| N/A | false |
| IRONWORKERS LOCAL 29 | |
| N/A | false |
| IRONWORKERS LOCAL 27 | |
| N/A | false |
| IRONWORKERS LOCAL 14 | |
| N/A | false |
| INTER FED OF PROF & TECH | |
| N/A | false |
| ILWU LOCAL UNION 8 | |
| N/A | false |
| ILWU LOCAL 40 | |
| N/A | false |
| IBEW LOCAL 48 | |
| N/A | false |
| IBEW LOCAL 332 | |
| N/A | false |
| IBEW LOCAL 180 | |
| N/A | false |
| IBEW LOCAL 73 | |
| N/A | false |
| IBEW LOCAL 6 | |
| N/A | false |
| IBEW LOCAL 354 FCU | |
| N/A | false |
| IBEW LOCAL 291 | |
| N/A | false |
| IBEW & UNITED WORKERS FCU | |
| N/A | false |
| GREENBOX MECHANICAL | |
| N/A | false |
| FIREFIGHTERS LOCAL 1014 | |
| N/A | false |
| ELEVATORS CONSTRUCTORS | |
| N/A | false |
| ELEVATOR CONSTRUCTORS 8 | |
| N/A | false |
| ELEVATOR CONSTR LU 18 | |
| N/A | false |
| EISB INC | |
| N/A | false |
| DURARD MCKENNA & BORG | |
| N/A | false |
| DISTRICT LODGE W-24IAMW | |
| N/A | false |
| DISTRICT COUNCIL OF IRONWORKERS | |
| N/A | false |
| COMMUNICATION WRKRS 9410 | |
| N/A | false |
| COLUMBIA PAC BLDG TRADES | |
| N/A | false |
| CITY OF VANCOUVER | |
| N/A | false |
| CENTRAL OR CARPENTERS LU | |
| N/A | false |
| CENTRAL OR CARPENTERS LU | |
| N/A | false |
| CEMENT MASONS LOCAL 555 | |
| N/A | false |
| CARPENTERS TRUST FUNDS | |
| N/A | false |
| CARPENTERS INTL TR FUND | |
| N/A | false |
| CALIF FED OF TEACHERS | |
| N/A | false |
| BRICKLAYERS & ALLIED LU 3 | |
| N/A | false |
| BOILERMAKERS LU 11 | |
| N/A | false |
| BERKELEY FED OF TEACHERS | |
| N/A | false |
| BAKERS UNION LOCAL 125 | |
| N/A | false |
| BAKERS LOCAL 114 | |
| N/A | false |
| BAC LOCAL 1 - ORWAIDMT | |
| N/A | false |
| ASSN WESTERN PULPPAPER | |
| N/A | false |
| ASBESTOS WORKERS 36 | |
| N/A | false |
| ARCHDIOCESE OF PORTLAND | |
| N/A | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|
| MANOR MGMT SERVICES INC | |
| N/A | false |
| NW NATURAL GAS | |
| N/A | false |
| NW NATURAL GAS - LIFE | |
| N/A | false |
| WALT DISNEY | |
| N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |