2021-11-10T20:10:03-06:00 2020-12-31 MILLER KAPLAN ARASE LLP 275 BATTERY ST STE 1800 SAN FRANCISCO CA 941113346 990 2020-01-01 813751949 MULTI-PLAN SERVICES AGENCY INC % SONYA BROWN MULT 5107488334 1620 S LOOP RD Alameda CA 94502 DAN REDING CO-CEO 5107488334 2021-11-05 true DAN REDING 999009999 Michael Quackenbush P01480053 4159563600 2 2020 2022-09-23 18:48:47Z SONYA BROWN 1600 HARBOR BAY PKWY STE 200 Alameda CA 94502 7238104 false X N/A 2016 CA SEE SCHEDULE O 4 0 15 0 0 0 0 0 6739946 7211838 -115 49 0 26217 6739831 7238104 0 0 0 0 2236872 2208116 0 0 0 4470358 5029988 6739831 7238104 0 47237387 43213288 46549747 42525648 687640 687640 X SEE SCHEDULE O false false SEE SCHEDULE O false false false false false false false false false true false false false true true true false false false false false false false false false false false false true false false false false false false false false false false false true false false true 0 0 true 15 true false false false false false false false false X 4 0 false false false false true true false true false false false true true true true true true false false false X SONYA BROWN 4155467800 1600 HARBOR BAY PKWY STE 200 Alameda CA 94502 X Mike McCall Executive Director 40.0 0.0 X 215787 0 80472 Sonya Brown Corporate Secretary 40.0 0.0 X 170830 0 78096 Mark McDonald CHIEF FINANCIAL OFCR 40.0 0.0 X 135226 0 81313 Esther Redmon FRINGE BENEFITS FIELD REP 40.0 0.0 X 121893 0 79164 Jim Murray Co-Chief Executive Officer 1.0 0.0 X X 0 0 0 FG Crosthwaite Trustee 1.0 0.0 X 0 0 0 Steve Ingersol Trustee 1.0 0.0 X 0 0 0 Dan Reding Co-Chief Executive Officer 1.0 0.0 X X 0 0 0 Kevin Albanese Trustee 1.0 0.0 X 0 0 0 Justin Diston Trustee 1.0 0.0 X 0 0 0 643736 0 319045 4 false true false SALTZMAN JOHNSON LAW CORP 1141 HARBOR BAY PKWY STE 100 ALAMEDA CA 94502 LAWYER 1024034 ZENITH AMERICAN SOLUTIONS 1600 HARBOR BAY PKWY STE 200 ALAMEDA CA 94502 ADMINISTRATOR 1075907 MILLER KAPLAN ARASE LLP 275 BATTERY ST STE 1800 SAN FRANCISCO CA 94111 ACCOUNTANT 2313721 3 0 SERVICE FEES 900099 7211838 7211838 0 0 7211838 49 0 0 49 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NTF SHARED COSTS 900099 9548 9548 0 0 BURIAL BENEFITS PROCESSING 900099 10914 10914 0 0 MISCELLANEOUS 900099 5755 5755 0 0 26217 7238104 7238055 0 49 0 0 0 0 521844 0 984246 370148 241152 90726 1047132 1127272 2322975 0 0 0 0 17708 183199 37924 0 124331 33463 0 61656 0 0 37398 36930 7238104 35621430 33069040 10589800 8772259 0 0 896297 1244091 0 0 0 0 0 0 0 0 36303 34411 213673 120186 93557 93487 0 0 0 0 0 0 0 0 0 0 47237387 43213288 550540 722397 0 0 0 0 0 0 0 0 0 0 0 0 0 0 45999207 41803251 46549747 42525648 X 600000 600000 87640 87640 0 0 687640 687640 47237387 43213288 0 X false true X true 144926 98333 46593 68747 21853 46894 93487 0 EMPLOYER CONTRIBUTIONS PAYABLE 41266415 DUE TO PARTICIPATING & OTHER 0 ENTITIES 215386 WITHDRAWAL LIABILITY PAYABLE 321450 41803251 X 7238104 7238104 7238104 7238104 7238104 7238104 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE CORPORATION AND RECOGNIZE A TAX LIABILITY IF THE CORPORATION HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE CORPORATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. X false true X X false false false Mark McDonald CHIEF FINANCIAL OFCR 135226 58193 23120 216539 Sonya Brown Corporate Secretary 170830 55442 22654 248926 Mike McCall Executive Director 215787 57553 22919 296259 Esther Redmon FRINGE BENEFITS FIELD REP 121893 56615 22549 201057 Part I, Line 1b: THE ORGANIZATION HAS A WRITTEN REIMBURSEMENT POLICY FOR TRAVEL ACCEPTED BY THE BOARD. PART I, LINE 1 AND PART III, LINES 1 AND 4A: THE CORPORATION IS ORGANIZED AND OPERATED AS A CALIFORNIA NONPROFIT MUTUAL BENEFIT CORPORATION. THE SPECIFIC PURPOSE OF THE CORPORATION IS TO PROVIDE ADMINISTRATIVE SERVICES FOR THE PENSION TRUST FUND FOR OPERATING ENGINEERS AND THE OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND AND OTHER REALTED TRUST FUNDS. NOTWITHSTANDING ANY OF THE ABOVE STATEMENTS OF PURPOSES AND POWERS, THIS CORPORATION SHALL NOT, EXCEPT TO AN INSUBSTANTIAL DEGREE, ENGAGE IN ANY ACTIVITIES OR EXERCISE ANY POWERS THAT ARE NOT IN FURTHERANCE OF THE SPECIFIC PURPOSES OF THIS CORPORATION. NO SUBSTANTIAL PART OF THE ACTIVITIES OF THIS CORPORATION SHALL CONSIST OF CARRYING ON PROPAGANDA, OR OTHERWISE ATTEMPTING TO INFLUENCE LEGISLATION, AND THE CORPORATION SHALL NOT PARTICIPATE OR INTERVENE IN ANY POLITICAL CAMPAIGN (INCLUDING THE PUBLISHING OR DISTRIBUTION OF STATEMENTS) ON BEHALF OF ANY CANDIDATE FOR PUBLIC OFFICE. THE PROPERTY OF THIS CORPORATION IS IRREVOCABLY DEDICATED TO THE SPECIFIC PURPOSES OF THE CORPORATION AND NO PART OF THE NET INCOME OR ASSETS OF THIS CORPORATION SHALL EVER INURE TO THE BENEFIT OF ANY DIRECTOR, OFFICER, OR INDIVIDUAL MEMBER THEREOF OR TO THE BENEFIT OF ANY PRIVATE PERSON. UPON DISSOLUTION OR WINDING UP OF THE CORPORATION, ITS ASSETS REMAINING AFTER PAYMENT, OR PROVISION FOR PAYMENT, OF ALL DEBTS AND LIABILITIES OF THIS CORPORATION SHALL BE DISTRIBUTED TO ONE OR MORE TRUST FUNDS, MUTUAL BENEFIT CORPORATIONS, OR FOUNDATIONS ORGANIZED AND OPERATED EXCLUSIVELY FOR PROVIDING PENSION AND/OR HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND MAINTAINING TAX EXEMPT STATUS UNDER THE PROVISIONS OF THE CODE. PART VI, SECTION A - LINE 8B: THE CORPORATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. PART VI, SECTION B - LINE 11B: THE CORPORATION'S CPA PREPARES THE FORM 990 AND PRESENTS IT TO THE CORPORATION AND ITS THIRD PARTY ADMINISTRATOR FOR REVIEW, WHO THEN GIVES IT TO THE CO-CHAIRS FOR THEIR REVIEW AND SIGNATURE. PART VI, SECTION B - LINES 12C, 13 AND 14: THE DIRECTORS FORMALLY ADOPTED THE CONFLICT OF INTEREST, DOCUMENT RETENTION AND WHISTLEBLOWER POLICIES ON DECEMBER 18, 2017. AT LEAST ONCE ANNUALLY, DIRECTORS AND OTHER INDIVIDUALS SUBJECT TO THE CONFLICT OF INTEREST POLICY WILL BE ASKED TO DISCLOSE ANY RELATIONSHIPS OR INTERESTS THAT COULD GIVE RISE TO A CONFLICT. PART VI, SECTION C - LINE 19: THE CORPORATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST. PART VII, SECTION A - LINE 1A: DIRECTORS ARE NOT COMPENSATED BY THE CORPORATION. COMPENSATION PAID TO DIRECTORS EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE IRS BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE THIRD-PARTY ADMINISTRATOR, ZENITH AMERICAN SOLUTIONS. BELOW IS THE RELATED ORGANIZATION THAT PAID COMPENSATION TO CERTAIN DIRECTORS: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL NO. 3 EIN: 94-0577785 OE NORCAL SURVEYORS JAATT 1600 HARBOR BAY PKWY STE 200 ALAMEDA CA 94502 942289979 TRAINING 501(c)(3) false OE Health and Welfare Trust Fund 1600 HARBOR BAY PKWY STE 200 Alameda CA 94502 942784001 BENEFITS 501(c)(9) false PENSION TRUST FUND OF OPER ENG 1600 HARBOR BAY PKWY STE 200 ALAMEDA CA 94502 946090764 BENEFITS 401-1(B)(3) false OE PRE-APPRENTICE JAATF 1600 HARBOR BAY PKWY STE 200 ALAMEDA CA 94502 942289979 TRAINING 501(c)(3) false OE ASSISTANCE RECOVERY PROGRAM 1600 HARBOR BAY PKWY STE 200 ALAMEDA CA 94502 943042622 BENEFITS false OE BUSINESS DEVELOPMENT TRUST FUND 1600 HARBOR BAY PKWY STE 200 ALAMEDA CA 94502 946676286 BUSINESS DEV 501(c)(5) false OE CONTRACT ADMIN TRUST FUND 1600 HARBOR BAY PKWY STE 200 ALAMEDA CA 94502 943026407 CONTRACT ADMN 501(c)(6) false OE HEAVY AND HIGHWAY TRUST FUND 1600 HARBOR BAY PKWY STE 200 ALAMEDA CA 94502 270080889 CONSTR FUND 501(c)(5) false OE INDUSTRY STABILIZATION TRUST FUND 1600 HARBOR BAY PKWY STE 200 ALAMEDA CA 94502 952036255 IND STABIL 501(c)(6) false OE Market Preservation TF 1600 HARBOR BAY PKWY STE 200 ALAMEDA CA 94502 946599237 MRKT PRESERV 501(c)(5) false PENSIONED OE H&W TF 1600 HARBOR BAY PKWY STE 200 ALAMEDA CA 94502 946096327 BENEFITS 501(c)(9) false PENSIONED OE PUBLIC AND MISC EE H&W TF 1600 HARBOR BAY PKWY STE 200 ALAMEDA CA 94502 942567865 BENEFITS 501(c)(9) false OE VACATION HOLIDAY AND SICK 1600 HARBOR BAY PKWY STE 200 ALAMEDA CA 94502 816631261 BENEFITS 501(c)(9) false Union of Operating Engineers Local No 3 1600 HARBOR BAY PKWY STE 200 ALAMEDA CA 94502 940577785 LABOR UNION 501(c)(5) false OE PAAJAATF UTAH 1600 HARBOR BAY PKWY STE 200 ALAMEDA CA 94502 941640988 TRAINING 501(c)(3) false Crane Industry LaborMgmt Coop TF 1600 HARBOR BAY PKWY STE 200 ALAMEDA CA 94502 900342641 LABOR COOP 501(c)(5) false OPER ENG JAATF HAWAII 1600 HARBOR BAY PKWY STE 200 ALAMEDA CA 94502 941659158 TRAINING 501(c)(5) false OPER ENG JAATF NEVADA 1600 HARBOR BAY PKWY STE 200 ALAMEDA CA 94502 946104798 TRAINING 501(c)(3) false OPER ENG ANNUITY PLAN CALIFORNIA 1600 HARBOR BAY PKWY STE 200 ALAMEDA CA 94502 946090764 BENEFITS 401(a)27(b) false OPER ENG H&W TRUST FUND HAWAII 1600 HARBOR BAY PKWY STE 200 ALAMEDA CA 94502 946182984 BENEFITS 501(c)(9) false OPER ENG INDUSTRY STABILIZATION TF - HI 1600 HARBOR BAY PKWY STE 200 ALAMEDA CA 94502 990262008 INDUSTRY STAB 501(c)(5) false OPER ENG HEALTH & WELFARE TF NEVADA 445 APPLE ST RENO NV 89510 886031750 BENEFITS CA 501(c)(9) false OPER ENG ANNUITY PLAN HAWAII 1600 HARBOR BAY PKWAY STE 200 ALAMEDA CA 94502 942959994 BENEFITS 401-1(B)(3) false false false false false false false false false false false true true false false false true true false false OE NORCAL SURVEYORS JAATF q, l 12500 OE HEALTH AND WELFARE TRUST FUND q, l 2429000 PENSION TRUST FUND FOR OPER ENG q, l 2235000 OE PRE-APPRENTICE JAATF q, l 144000 OE ASSISTANCE RECOVERY PROGRAM q, l 4700 OE BUSINESS DEVELOPMENT TRUST FUND q, l 7000 OE CONTRACT ADMIN TRUST FUND q, l 6000 OE HEAVY AND HIGHWAY TRUST FUND q, l 1500 OE INDUSTRY STABILIZATION TRUST FUND q, l 13600 OE MARKET PRESERVATION TF q, l 10600 PENSIONED OE H&W TF q, l 885000 OE PUBLIC AND MISC EE H&W TF q, l 6000 OE LOCAL UNION NO 3 VAC HOL AND SICK PAY TF q, l 769000 CRANE INDUSTRY LABORMGMT COOP TF q, l 1500 OPER ENG ANNUITY PLAN q, l 137000 OPER ENG LOCAL 3 p 435030 OPER ENG LOCAL 3 BHA k 121702