2021-03-10T18:04:42-06:00 2020-04-30 MILLER KAPLAN ARASE LLP 4123 LANKERSHIM BLVD NORTH HOLLYWOOD CA 916022828 990 2019-05-01 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 secretary 6022493582 2021-03-08 true Edmond Avaness CPA P00966890 8187692010 2019 2022-09-23 18:48:47Z SPENCER HOGUE 2550 W UNION HILLS DR STE 290 PHOENIX AZ 85027 42720830 false X N/A X 2011 UT SEE SCHEDULE O 8 4 0 0 0 0 0 0 8193390 10260149 711825 946822 0 0 8905215 11206971 0 0 4613900 4326211 0 0 0 0 0 416571 484871 5030471 4811082 3874744 6395889 40024354 47054117 26982 4351 39997372 47049766 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 1305 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 BRYAN FLAKE EMPLOYER TRUSTEE 1.0 40.0 X 0 0 0 MATTHEW OGLESBY EMPLOYER TRUSTEE 1.0 40.0 X 0 0 0 MARK SCHAEFER EMPLOYER TRUSTEE 1.0 40.0 X 0 0 0 TERRY BARTLE UNION TRUSTEE 1.0 40.0 X 0 0 0 SPENCER HOGUE UNION TRUSTEE 1.0 40.0 X 0 0 0 JIM JACKETTA UNION TRUSTEE 1.0 0.0 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 0.0 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. 201978 1 0 EMPLOYER CONTRIBUTIONS 900099 9825564 9825564 PARTICIPANT CONTRIBUTIONS 900099 434585 434585 10260149 829560 829560 0 0 0 0 0 31631121 31513859 117262 117262 117262 0 0 0 0 0 0 0 0 0 0 11206971 10260149 0 946822 0 0 0 4326211 0 0 0 0 0 0 192201 7506 17300 0 0 78391 135302 0 23069 0 0 0 0 0 5154 0 0 0 15427 BANK FEES 7589 PCORI FEES 1924 PRESERVATION OF RECORDS 1008 4811082 2300703 2205375 4163094 776328 0 0 2448394 1112574 0 0 0 0 0 0 0 0 0 0 0 0 31112163 42959840 0 0 0 0 0 0 0 0 40024354 47054117 26982 4351 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 26982 4351 X 0 0 0 0 39997372 47049766 39997372 47049766 40024354 47054117 6395889 656505 X false true X true 0 0 X 11863476 656505 656505 11206971 11206971 4811082 4811082 4811082 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 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: TERRY BARTLE SPENCER HOGUE JIM JACKETTA BRITT MILLER JESSICA PRATHER JIM STONE 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 CONTRIBUTING EMPL 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: Bimbo Bakeries Merchandisers Cast & Crew Earthgrains Geneva Rock Products Gibbons & Reed-Utah Great Western Malting Co. Magna Water Improvement District Meadow Gold Dairy - Billings Meadow Gold Dairy - Casper Meadow Gold Dairy - Great Falls Meadow Gold Dairy - Idaho Meadow Gold Dairy - Missoula Meadow Gold Dairy - Utah Pocatello Ready Mix Rail Terminal Services/UPMF Teamsters Local #222 Teamsters Local #983 United Parcel Service - Idaho United Parcel Service - Utah W.W. Clyde-Utah General