2025-07-08T12:28:38-05:00 2024-08-31 510435869 Needles & Associates LLC 350 Interlocken Blvd STE 360 Broomfield CO 80021 990 2023-09-01 237036156 Operating Engineers HW Fund for Colorado Trust Fund for Colorado OPER 3034301118 5511 W 56th Ave 250 Arvada CO 80002 Kirk Jordan Chairperson 3034301118 2025-07-08 1 0 Kurt D Needles CPA P00850236 3034304225 2025-07-08 2023 2025-03-06 01:10:19Z Kirk Jordan 5511 W 56th Ave 250 Arvada CO 80002 30324118 0 X N/A X 1967 CO To provide eligible participants health and welfare benefits. 6 0 0 0 0 0 0 0 20715180 21130561 401398 83876 1330388 548360 22446966 21762797 0 0 18416372 23830293 0 0 0 0 0 1533551 1557406 19949923 25387699 2497043 -3624902 26170139 23919306 15496778 14959031 10673361 8960275 To provide eligible participants health and welfare benefits. 0 0 To provide eligible participants health and welfare benefits. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 513 0 0 0 0 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 0 0 0 X Board of Trustees 3034301118 5511 W 56th Ave 250 Arvada CO 80002 X Jill Hampton Co-Chairman 1.00 X 0 0 0 Kirk Jordan Chairman 1.00 X 0 0 0 Keith Swerdfeger Trustee 1.00 X 0 0 0 Christopher Wade Trustee 1.00 X 0 0 0 Andy Anderson Trustee 1.00 X 0 0 0 Kyle Jorgenson Trustee 1.00 X 0 0 0 0 0 0 0 0 0 0 Zenith American Solutions 5511 W 56th Ave Arvada CO 80002 Administrative 562914 CIGNA 1111 Market St Chattanooga TN 37402 PPO Access / Admin 426977 2 Employer Contributions 525100 21094488 21094488 Self Pay Contributions 525100 36073 36073 21130561 693874 693874 7951323 8561321 -609998 -609998 -609998 Prescription rebates 525100 528637 528637 19723 19723 548360 21762797 21068923 0 693874 23830293 562914 49047 41179 139174 618532 73064 5210 26806 FICA Tax expense 12620 28860 25387699 2434092 1406005 1981237 1726587 5381729 3791081 19133 24002 16353948 16971631 26170139 23919306 81776 116520 15415002 14842511 15496778 14959031 X 10673361 8960275 10673361 8960275 26170139 23919306 -3624902 1911816 0 X 0 1 X 1 0 0 Claims Payable 134758 Claims IBNR 7365242 Hour Bank Liability 7342511 14842511 X 23674613 1911816 1911816 21762797 0 21762797 25960190 572491 572491 25387699 0 25387699 Part X, Line 2: The Trust established under the Fund to hold the Fund's assets is qualified under Section 501(c) (9) of the Internal Revenue Code, and, accordingly, the Trust's net investment income is exempt from income taxes. The Fund has obtained a favorable tax determination letter. The Fund has been amended since receiving the determination letter. Management evaluated the Plan's tax positions and concluded that the Plan had maintained its tax-exempt status and had taken no uncertain tax positions that required adjustments to the financial statements. Part XII, Line 2d - Other Adjustments: Change in benefit obligations 572,491. Form 990, Part VI, Section B, line 11b A copy of the Form 990 was provided to the Board of Trustees for their review. Form 990, Part VI, Section B, line 12c The Trustees review and assess in all meetings. Form 990, Part VI, Section C, line 19 All governing documents are available to the public upon request. Operating Engineers Local Union #9 990 Kalamath Street Denver CO 80204 840235475 Union CO 501c5 0 Operating Engineers Apprenticeship 990 Kalamath Street Denver CO 80204 846051394 Training CO 501c3 0 Info for Schedule R Part III & V is maintained by the Fund administrator N/A NA CO 80002 000000000 N/A CO 0 0 Info for Schedule R Part III & V is maintained by the Fund administrator N/A NA CO 80002 000000000 N/A CO 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0