2021-07-02T12:49:11-05:00 2020-08-31 510435869 Needles & Associates LLC 350 Interlocken Blvd STE 360 Broomfield CO 80021 990 2019-09-01 237036156 Operating Engineers HW Fund for Colorado Trust Fund for Colorado OPER 3034301118 5511 W 56th Ave No 250 Arvada CO 80002 Jerry Dorn Chairperson 3034301118 2021-07-02 1 Kurt D Needles CPA P00850236 3034304225 2021-07-02 2019 2022-09-23 18:48:47Z Jerry Dorn 5511 W 56th Ave No 250 Arvada CO 80002 40639458 0 X N/A X 1967 CO To provide eligible participants health and welfare benefits. 6 0 0 0 0 0 0 0 17903287 19974263 315642 -287564 785377 808635 19004306 20495334 0 0 16499133 19152849 0 0 0 0 0 1252920 1341206 17752053 20494055 1252253 1279 25686967 28281145 9200813 11055309 16486154 17225836 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 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 1 0 0 1 0 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 Arvada CO 81626 X Kathy Innes Trustee 1.00 X 0 0 0 George Fields Trustee 1.00 X 0 0 0 Ken Price Trustee 1.00 X 0 0 0 Kirk Jordan Training Administrator 1.00 X 0 0 0 Jason Thomas Chairman 1.00 X 0 0 0 Jerry Dorn Co-Chairman 1.00 X 0 0 0 0 0 0 0 0 0 0 Zenith American Solutions 5511 W 56th Ave Arvada CO 80002 Administrative 469254 CIGNA 1111 Market St Chattanooga TN 37402 PPO Access / Admin 420173 2 Employer Contributions 525100 19668775 19668775 Self Pay Contributions 525100 305488 305488 19974263 560467 560467 19296093 20144124 -848031 -848031 -848031 Prescription rebates 525100 807864 807864 Liquidated Damages 525100 771 771 808635 20495334 19934867 0 560467 19152849 469254 32051 47290 115502 595880 46317 4177 20861 Misc. 9874 20494055 70853 3057964 4219200 2190600 2337280 2598586 16756 16894 19042878 20417101 25686967 28281145 46534 145679 9154279 10909630 9200813 11055309 X 16486154 17225836 16486154 17225836 25686967 28281145 1279 738403 0 X 0 1 X 1 0 0 Claims Payable 227545 Claims IBNR 3607279 Hour Bank Liability 7074806 10909630 X 21233737 738403 738403 20495334 0 20495334 18738705 -1755350 -1755350 20494055 0 20494055 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 -1,755,350. 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 Operating Engineers Local Union #9 P 1532 Cost