2024-03-11T12:10:23-05:00 2023-04-30 MILLER KAPLAN ARASE LLP 4123 LANKERSHIM BLVD NORTH HOLLYWOOD CA 916022828 990 2022-05-01 452137944 Utah-Idaho Teamsters Retirees' Trust % 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 SPENCER HOGUE 2550 W UNION HILLS DR STE 290 PHOENIX AZ 85027 53919175 false X N/A X 2011 UT SEE SCHEDULE O 8 4 0 0 0 0 0 0 15270321 15869024 921847 72120 0 0 16192168 15941144 0 0 4081085 4953844 0 0 0 0 0 643252 715909 4724337 5669753 11467831 10271391 63222367 74085153 5776 6987 63216591 74078166 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 1202 0 true 0 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 CIGNA PO BOX 644546 PITTSBURGH PA 15264 ADMIN SUPPORT SVCS 175433 SOUTHWEST SERVICE ADMINISTRATORS I 2550 W UNION HILLS DR STE 290 PHOENIX AZ 85027 CONTRACT ADMIN. 180729 MORGAN STANLEY 6510 S MILLROCK DR STE 100 HOLLADAY UT 84121 INVESTMENT SERVICES 134130 3 0 EMPLOYER CONTRIBUTIONS 900099 15336952 15336952 0 0 PARTICIPANT CONTRIBUTIONS 900099 532072 532072 0 0 15869024 1110935 0 0 1110935 0 0 0 0 0 36939216 37978031 -1038815 -1038815 0 0 -1038815 0 0 0 0 0 0 0 0 0 0 15941144 15869024 0 72120 0 0 0 4953844 0 0 0 0 0 0 184386 5595 35100 0 0 140941 286681 0 23517 0 0 0 0 0 2362 0 0 0 19503 BANK FEES 15350 PCORI FEES 2474 5669753 1437069 2364580 142824 2545484 0 0 1671270 1929307 0 0 0 0 0 0 0 0 0 0 0 0 59971204 67245782 0 0 0 0 0 0 0 0 63222367 74085153 5776 6987 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5776 6987 X 0 0 0 0 63216591 74078166 63216591 74078166 63222367 74085153 10271391 590184 X false true X true 0 0 X 16390387 590184 -140941 449243 15941144 15941144 5528812 5528812 140941 140941 5669753 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 RETIREES' TRUST IS A MULTIEMPLOYER WELFARE BENEFIT PLAN PROVIDING MEDICAL-HOSPITAL, DENTAL, PRESCRIPTION, VISION AND LIFE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS. 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 SECURITY FUND 2550 W UNION HILLS DR STE 290 PHOENIX AZ 85027 876122720 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 ATTACHED FOR A LIST OF N/A SEE ATTACHED LIST OF CONTRIBUTING EMPLOYERS AF SEE ATTACHED LIST OF NA false false false false false false false false false false false false false false false true false false true SCHEDULE R, PARTS II, III AND IV: 12:05 AM PRODUCTIONS, LLC ALSCO ASSOCIATED PIPELINE CONTRACTORS BIG INDIE HONDO, INC. CRESTWOOD (PE BEN USA) DEAN FOODS COMPANY #2028 EARTHGRAINS C/O BIMBO BAK EARTHGRAINS MERCHANDISERS ELECTRIC KNIFE PRODUCTIONS GENEVA ROCK PRODUCTS GIBBSON & REED-UTAH GENER GONZO GIRL PRODUCTIONS, INC. GREAT WESTERN MALTING CO. HORIZON SERIES, INC. HUNGRY MAN PRODUCTIONS 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. NETFLIX PRODUCTIONS, LLC. PARK PICTURES POCATELLO READY MIX RAIL TERMINAL SERVICES/UP SALTY PICTURES, INC. SHELTER FILMS LLC/DBA/MONUMENT CONT SHOWTIME PICTURES DEVELOPMENT CO. SLOPES PRODUCTION, LLC. SQUARE PLANET MEDIA SUPPLY AND DEMAND TEAMSTERS LOCAL #222 TEAMSTERS LOCAL #983 THE CHOSEN TEXAS, LLC UNITED PARCELL SERVICE-UTAH W W CLYDE - UTAH GENERAL