2024-03-11T12:11:11-05:00 2023-04-30 MILLER KAPLAN ARASE LLP 4123 LANKERSHIM BLVD NORTH HOLLYWOOD CA 916022828 990 2022-05-01 876122720 UTAH-IDAHO TEAMSTERS SECURITY FUND % SSA NICK MOWER UTAH 6022493582 C/O SSA 2550 W UNION HILLS DR 290 PHOENIX AZ 85027 Spencer Hogue President 6022493582 2024-03-08 true Spencer Hogue 999009999 Edmond Avaness CPA P00966890 8187692010 2 2022 2023-04-26 12:10:37Z DAVE ANDERSON 2550 W UNION HILLS DR STE 290 PHOENIX AZ 85027 87875479 false X N/A X 1956 UT SEE SCHEDULE O 8 4 187 0 0 0 0 0 61583994 59295397 850635 355813 41753 0 62476382 59651210 0 0 49745112 54605452 0 0 0 0 0 2982100 2982493 52727212 57587945 9749170 2063265 66405330 68838027 180041 190513 66225289 68647514 X SEE SCHEDULE O false false SEE SCHEDULE O false false false false false false false false false false false false false false true true false false false false false false false false false false false false false false false false false false false false false false false false true false false true 3191 0 true 187 true false false false false false false false false X 8 4 false false false false false false false true true false false true true true true true true false false false X SSA NICK MOWER 6022493582 2550 W UNION HILLS DR STE 290 PHOENIX AZ 85027 X DAVE ANDERSON EMPLOYER TRUSTEE 1.0 40.0 X 0 0 0 TOM CANNON EMPLOYER TRUSTEE 1.0 40.0 X 0 0 0 TIM DIETZ EMPLOYER TRUSTEE 1.0 40.0 X 0 0 0 CHRIS ROWLAND EMPLOYER TRUSTEE 1.0 40.0 X 0 0 0 VERONICA TERPENING EMPLOYER TRUSTEE 1.0 40.0 X 0 0 0 SPENCER HOGUE UNION TRUSTEE 1.0 40.0 X 0 0 0 BRITT MILLER UNION TRUSTEE 1.0 40.0 X 0 0 0 JESSICA PRATHER UNION TRUSTEE 1.0 40.0 X 0 0 0 JIM STONE UNION TRUSTEE 1.0 40.0 X 0 0 0 JIM SOUMAS UNION TRUSTEE 1.0 40.0 X 0 0 0 0 0 0 0 false false false SOUTHWEST SERVICE ADMINISTRATORS I 2550 W UNION HILLS DR STE 290 PHOENIX AZ 85027 CONTRACT ADMIN. 987753 CIGNA PO BOX 644546 PITTSBURGH PA 15264 ADMIN SUPPORT SVCS 861107 MORGAN STANLEY 6510 S MILLROCK DR STE 100 HOLLADAY UT 84121 INVESTMENT SERVICES 129919 MILLER KAPLAN ARASE LLP 4123 LANKERSHIM BLVD NORTH HOLLYWOOD CA 91602 AUDIT & ACCOUNTING 146930 SEGAL CONSULTING 333 W 34th St NEW YORK NY 10001 CONSULTING 189002 5 0 EMPLOYER CONTRIBUTIONS 900099 59255743 59255743 0 0 PARTICIPANT CONTRIBUTIONS 900099 39654 39654 0 0 59295397 927243 0 0 927243 0 0 0 0 0 27652839 28224269 -571430 -571430 0 0 -571430 0 0 0 0 0 0 0 0 0 0 59651210 59295397 0 355813 0 0 0 54605452 0 0 0 0 0 0 992801 32020 123000 0 0 145731 1393144 0 174492 0 0 0 0 0 10519 0 0 0 17639 BANK CHARGES 77887 PCORI FEES 15260 57587945 1137077 158160 111751 1426291 0 0 7187204 7630236 0 0 0 0 0 0 0 0 0 0 0 0 57969298 59623340 0 0 0 0 0 0 0 0 66405330 68838027 180041 190513 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 180041 190513 X 0 0 0 0 66225289 68647514 66225289 68647514 66405330 68838027 2063265 358960 X false true X true 0 0 X 59864439 358960 -145731 213229 59651210 59651210 57442214 57442214 145731 145731 57587945 PART X, LINE 2: NO PROVISION FOR FEDERAL OR STATE INCOME TAX IS MADE. THE PLAN HAS RECEIVED TAX-EXEMPT STATUS FROM THE FEDERAL GOVERNMENT UNDER INTERNAL REVENUE CODE SECTION 501(C)(9) AND THE STATE OF UTAH UNDER SECTION 16-6A. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D: INVESTMENT EXPENSES OFFSET WITH INVESTMENT INCOME ON AUDITED FINANCIAL STATEMENTS AND REPORTED ON FORM 990, PART IX, LINE 11F. PART XII, LINE 4B: INVESTMENT EXPENSES OFFSET WITH INVESTMENT INCOME ON AUDITED FINANCIAL STATEMENTS AND REPORTED ON FORM 990, PART IX, LINE 11F. PART I, LINE 1 AND PART III, LINES 1 AND 4a: THE UTAH-IDAHO TEAMSTERS SECURITY FUND IS A MULTIEMPLOYER WELFARE BENEFIT PLAN PROVIDING MEDICAL-HOSPITAL, DENTAL, PRESCRIPTION, VISION, DISABILITY, LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS. part i, line 5; part v, lines 2a and 2b; part ix, lines 7-10: the plan has no statutory employees, however, forms w-2/w-3 were filed for plan participants who received benefits from the plan. PART VI, LINE 11B: THE BOARD OF TRUSTEES RETAINS AN INDEPENDENT CPA FIRM TO PERFORM AN ANNUAL AUDIT AND PREPARE THE ANNUAL TAX FORM 990. EACH BOARD MEMBER IS GIVEN A COPY OF THE FORM 990. THE FORM 990 IS REVIEWED BY THE CPA WITH THE BOARD OF TRUSTEES AND ONCE THE TRUSTEES ARE SATISFIED THAT THE RETURN IS COMPLETE AND ACCURATE THEY AUTHORIZE THE CPA TO ELECTRONICALLY FILE IT. PART VI, LINE 12C: TRUSTEES ARE REQUIRED TO NOTIFY THE PLAN OF ANY CHANGES IN THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICT. PART VI, LINES 15A AND 15B: MEMBERS OF THE BOARD OF TRUSTEES RECEIVE NO COMPENSATION. THE PLAN DOES NOT HAVE OTHER OFFICERS OR KEY EMPLOYEES AS DEFINED. PART VI, LINE 19: THE PLAN MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON WRITTEN REQUEST. PART VII, COLUMN E: THE FOLLOWING TRUSTEES RECEIVED COMPENSATION FROM RELATED TAX-EXEMPT ORGANIZATIONS AND SUCH COMPENSATION INFORMATION IS AVAILABLE ON THE RELATED ORGANIZATIONS' FORM 990: SPENCER HOGUE BRITT MILLER JESSICA PRATHER JIM STONE JIM SOUMAS UTAH-IDAHO TEAMSTERS RETIREES' TRUST 2550 W UNION HILLS DR STE 290 PHOENIX AZ 85027 452137944 EMP. BEN. PL. UT 501(C)(9) N/A NA false UTAH AGC TEAMSTERS APPRENTICE TRUST 2550 W UNION HILLS DR STE 290 PHOENIX AZ 85027 870300921 TRNG PROGRAM UT 501(C)(3) N/A NA false SEE ATT FOR A LIST OF Contr employers N/A SEE ATTACHED LIST OF SEE ATTACHED LIST OF false false false false false false false false false false false false false false false false true true false SCHEDULE R, PARTS II, III AND IV: 12:05 AM PRODUCTIONS, LLC ALSCO ASSOCIATED PIPELINE CONTRACTORS BAKER CONCRETE CONSTRUCTION, INC. BFC Diversified LLC BIG INDIE HONDO, INC. CHAMPION CONCRETE CHARPS, LLC CRESTWOOD (PE BEN USA) DALE HUFFAKER TRUCK AND BACKHOE LLC DEAN FOODS COMPANY #2028 EAGLE ROCK TIMBER INC EARTHGRAINS C/O BIMBO BAK EARTHGRAINS MERCHANDISERS ELECTRIC KNIFE PRODUCTIONS GENEVA ROCK PRODUCTS GIBBSON & REED-UTAH GENER GONZO GIRL PRODUCTIONS, INC. GRANITE CONSTRUCTION GREAT WESTERN MALTING CO. HORIZON SERIES, INC. HUNGRY MAN PRODUCTIONS IDAHO ENVIRONMENTAL COALITION LLC IDAHO MATERIALS AND CONSTRUCTION KELLY CREEK CONSTRUCTION KIEWIT POWER CONSTRUCTORS MAGNA WATER DISTRICT MEADOW GOLD DAIRY - BILLI MEADOW GOLD DAIRY - CASPE MEADOW GOLD DAIRY - IDAHO MEADOW GOLD DAIRY - MISSO MEADOW GOLD DAIRY - UTAH MINIM PRODUCTIONS, INC. MONDELEZ INTERNATIONAL NETFLIX PRODUCTIONS, LLC. PARK PICTURES PHENIX OF IDAHO INC POCATELLO READY MIX RAIL TERMINAL SERVICES/UP RAIL TERMINAL SERVICES/UP SALTY PICTURES, INC. SHELTER FILMS LLC/DBA/MONUMENT CONT SHOWTIME PICTURES DEVELOPMENT CO. SLOPES PRODUCTION, LLC. SQUARE PLANET MEDIA SUNROC CONSTRUCTION CO IN SUPPLY AND DEMAND TEAMSTERS LOCAL #222 TEAMSTERS LOCAL #983 THE CHOSEN TEXAS, LLC THE HERTZ CORPORATION UNITED PARCELL SERVICE-UTAH W W CLYDE - UTAH GENERAL WESTERN CONSTRUCTION YALE CREEK INC