2021-11-12T11:21:44-06:00 2020-12-31 MILLER KAPLAN ARASE LLP 275 BATTERY ST STE 1800 SAN FRANCISCO CA 941113346 990 2020-01-01 942784001 OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND % ZENITH AMERICAN SOLUTIONS OPER 5106718800 1600 HARBOR BAY PKWY STE 200 ALAMEDA CA 94502 DAN REDING CO-CHAIRMAN 5106718800 2021-11-09 true DAN REDING 999009999 Catherine Gardner P00350865 4159563600 3 2020 2022-09-23 18:48:47Z DAN REDING 1600 HARBOR BAY PKWY STE 200 ALAMEDA CA 94502 620379093 false X N/A X 1981 CA TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS PER THE COLLECTIVE BARGAINING AGREEMENT BETWEEN EMPLOYERS AND THE UNION. 22 0 0 0 0 0 0 0 301965317 298554148 32170759 17295431 18749098 13366695 352885174 329216274 0 0 283073402 288744134 20863 23978 0 0 0 8520589 9688851 291614854 298456963 61270320 30759311 643293483 724631780 216911286 234739472 426382197 489892308 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS PER THE COLLECTIVE BARGAINING AGREEMENT BETWEEN EMPLOYERS AND THE UNION. false false TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS PER THE COLLECTIVE BARGAINING AGREEMENT BETWEEN EMPLOYERS AND THE UNION. false false false false false false false false false false true false false true 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 0 0 true 0 false false false false false false false false X 22 0 false false false false false false false true false false false true true true true true true false X ZENITH AMERICAN SOLUTIONS 5106718800 1600 HARBOR BAY PKWY STE 200 ALAMEDA CA 94502 X KEVIN J ALBANESE TRUSTEE 5.0 0.0 X 0 0 0 FG CROSTHWAITE TRUSTEE 5.0 0.0 X 0 0 0 THOMAS HOLSMAN TRUSTEE 5.0 0.0 X 0 0 0 TOM SQUERI TRUSTEE 5.0 0.0 X 0 0 0 JAMES E MURRAY CO-CHAIRMAN 5.0 0.0 X 0 0 0 MARK SWANEY TRUSTEE 5.0 0.0 X 0 0 0 MICHAEL VLAMING TRUSTEE 5.0 0.0 X 0 0 0 JUSTIN DISTON TRUSTEE 5.0 0.0 X 0 0 0 BRUCE NOEL TRUSTEE 5.0 0.0 X 0 0 0 STEVE INGERSOLL TRUSTEE 5.0 0.0 X 0 0 0 DAN REDING CO-CHAIRMAN 5.0 0.0 X 0 0 0 JAMES SULLIVAN TRUSTEE 5.0 0.0 X 0 0 0 NATE TUCKER TRUSTEE 5.0 0.0 X 0 0 0 MICHAEL BATTAINI TRUSTEE 5.0 0.0 X 0 0 0 CHARLIE WARREN TRUSTEE 5.0 0.0 X 0 0 0 BRYAN K FLAKE TRUSTEE 5.0 0.0 X 0 0 0 DAVID STANTON TRUSTEE 5.0 0.0 X 0 0 0 DAVID HARRISON TRUSTEE 5.0 0.0 X 0 0 0 PATTY DUTRA BRUCE trustee 5.0 0.0 X 0 0 0 FRANK WILLIAMS TRUSTEE 5.0 0.0 X 0 0 0 PANE MEATOGA TRUSTEE (FORMER) 5.0 0.0 X 0 0 0 BRANDON DEW TRUSTEE 5.0 0.0 X 0 0 0 CHARLES LAVERY TRUSTEE 5.0 0.0 X 0 0 0 0 0 0 0 false false false INCOME RESEARCH MANAGEMENT 100 FEDERAL ST 30TH FL BOSTON MA 02110 INVESTMENT MGMT 288125 THE SEGAL COMPANY INC 100 MONTGOMERY ST 5TH FL STE 500 SAN FRANCISCO CA 94104 CONSULTING 466737 CHARTWELL INVESTMENT PARTNERS 1235 WESTLAKES DR STE 400 BERWYN PA 19312 INVESTMENT MGMT 514543 ZENITH AMERICAN SOLUTIONS 1600 HARBOR BAY PKWY STE 200 ALAMEDA CA 94502 CONTRACT ADMIN. 3729770 ANTHEM BLUE CROSS 3075 VANDERCAR WAY CINCINNATI OH 45209 CLAIMS PROCESSING 415061 5 0 EMPLOYER CONTRIBUTIONS 900099 297534364 297534364 PARTICIPANT CONTRIBUTIONS 900099 1019784 1019784 298554148 15056105 15056105 0 0 0 0 0 293402145 291162819 2239326 2239326 0 0 0 0 0 0 0 0 0 STOP LOSS REIMBURSEMENTS 900099 5801532 5801532 PRESCRIPTION REBATES 900099 7037002 7037002 LIQUIDATED DAMAGES 900099 523579 523579 4582 4582 13366695 329216274 311920843 15056105 0 0 0 288744134 0 0 0 0 0 23978 3729770 122347 82495 0 0 1051979 523336 0 528959 0 0 0 0 0 7641 0 0 0 66997 MPSA INC. FEES 2439257 PROVIDER ADMINISTRATION FEES 1007777 MISCELLANEOUS 42444 PCORI FEES 85849 298456963 62887706 90267475 69138450 8828348 0 0 35912313 40441720 0 0 0 0 0 0 0 0 6534 8437 0 0 364925383 386659980 110041097 198043820 0 0 0 0 382000 382000 643293483 724631780 385609 704273 0 0 0 0 0 0 0 0 0 0 0 0 0 0 216525677 234035199 216911286 234739472 X 0 0 0 0 426382197 489892308 426382197 489892308 643293483 724631780 30759311 32750800 X false true X true LIMITED PARTNERSHIPS 122864588 F INDEX FUND 75179232 F 198043820 0 BENEFIT OBLIGATIONS 233631358 DUE TO MPSA, INC. 403841 234035199 X 361967074 32750800 32750800 329216274 329216274 281351282 281351282 17105681 17105681 298456963 part x, line 2: 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 XII, 4B: CHANGE IN BENEFIT OBLIGATIONS PART VI, SECTION A, LINE 1A: the labor trustees and the management trustees are the two segments of the governing body. each member of the governing body has the power to vote on all matters, however, the votes within each segment are accumulated and a unit vote is determined based on the majority of votes within each segment. part vi, section a, line 8b: the plan does not have any committees with the authority to act on behalf of the governing body. part vi, section b, line 11b: the plan's 990 is available on the trustee website for review prior to filing. part vi, section b, line 12c: the quarterly board meetings provide an official venue for officers, directors, and trustees to disclose such interests that could give rise to conflict. part vi, section c, line 19: the plan makes its governing documents and financial statements available to participants upon request. on an annual basis, a form 5500 annual return/report of employee benefit plan is filed with the department of labor. the report is available on their website. part vii, section a, line 1a: trustees are not compensated by the trust. compensation paid to trustees 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 trustees: international union of operating engineers local no. 3 ein: 94-0577785 See Supplemental Information N/A INTL UNION OF OPERATING ENG LO UNION 3 1620 S LOOP RD ALAMEDA CA 94502 940577785 LABOR UNION CA 501(C)(5) NA false MULTI-PLAN SERVICE AGENCY INC 1600 HARBOR BAY PKWY STE 200 ALAMEDA CA 94502 813751949 SHARED EXP CA 501(C)(3) 10 NA false see supplemental information na see supplemental information na false false false false false false false false false false false false false false false true false false true 2R Drilling Inc 3B Enterprises, Llc 3-Bar Corporation 4 Point Power Inc. 7M General Engineering, Inc. A & M Excavating A C L Construction Co Inc A M Backhoe A M Stephens Construction Company Inc. A R B Inc A Ruiz Const Co & Assoc Inc A.S. Mobile Mechanical Services A1 Broom Service Inc A-1 Sweeping Service AAA Diesel Repair and Services Inc. Abbett Electric Corp ABC Liovin Drilling, Inc Abercrombie Pipeline Services, LLC ABM GeoConstructors Inc. Absl Construction AC Electric Company Acacia Erosion Control Inc Access Limited Construction Achievement Engineering Corp. Acme Concrete Paving Action Sweeping Services, Inc. Adam Moreno & Sons Inc Admiralty Diesel Services Inc Advanced Geosolutions Inc Advantage Demolition & Grading Inc Aerco Pacific Inc Afelix General Eng Inc dba WestPac Const Agee Construction Corporation Aggregate Engineering, Inc. Aggregate Industries Swr, Inc. AJW Construction Inc Akeff Const Services Inc Akima Construction Services Alb Incorporated ALDRIDGE ELECRTIC INC Alex Sweeney Construction Alimak Group USA, Inc. Alimak Hek Aliquot Assoc Inc All American Construction, Inc All Street Sweeping, Inc. All Valley Surveying, Inc Allen A Waggoner Construction Inc Alliance Roofing Co. Inc. Allied Concrete Pumping Als Landclearing Inc AM Development American Civil Constructors American Concrete Placement, Inc. American Crane Rental American Pavement Systems Inc. American Paving Co Ames Construction Ampco North, Inc Amports Andes Construction Andreini Bros Inc Andrew M Jordan, Inc. Annex Fence Company Inc Anrak Corporation Antigo Const Inc Anvil Builders Anza Eng Corp APB GENERAL ENGINEERING Apco Asphalt Paving Co Apex Civil Engineering & Land Surveying Apex Fence Co Inc Apex Testing Laboratores Inc Appian Engineering Aquamarine Contractors, Inc. Aquatic Designing Inc Arborlift, Inc. Argonaut Constructors Arnaudo Construction Inc. Arrow Construction Arthur & Orum Well Drilling Co Inc A-S PIPELINES CO INC Asbestos Management Group Of Ca Asphalt Dike Con Ind Dba APCO Assistance Recovery Program Assoc Eng Srvng Svcs Inc Associated Crane, Llc Asta Const Co Atlas Peak Const Austerman Inc. Avar Sas Avison Construction Inc Ayala Boring Inc Azco, Inc. Azul Works, Inc. B & C Asphalt Grinding Inc. B J Reess Enterprise Babcock & Wilcox Badger Daylighting Corp Baker-Williams Eng Grp Baldry Bros Drilling Baldwin Con Co Inc Balfour Beatty Infrastructure Inc Barin Group Barnard Bessac JV Barrier Safety Systems, Inc. Barrys Backhoe Svc Bartley Pump PM, LLC Bauman Landscape Bay Area Backhoes Inc. Bay Area Commercial Sweeping Bay Area Hydrovac, LLC Bay Area Lightworks, Inc Bay Cities Paving & Grading Inc Bay Construction Co Bay Engineering Bay Pacific Pipeline Bay Power, LLC Bcp 3d Inc Beals Martin Inc. Bear Electrical Solutions, Inc Becho Inc Bedrock Excavating Inc. Benchmark Engineering Inc Bentancourt Bros Construction, Inc. Berkel & Co Cntrctrs Inc Berkeley Asphalt Co Berkeley Cement Inc. Berkeley Concrete Pump Berlogar Stevens & Associates Bertco Inc. Bertram Drilling Inc Bess Testlab Inc Bestor Engineers Inc Bfi Of California Inc Dba Ox Mountain BHM Construction, Inc. Bigge Crane & Rigging Bill Nelson General Engineering Const. Bkf Bkf Engineers - A Rate Blackwell General Eng Blue Iron Foundation & Shoring Llc Bobs Tractor Repair Inc -Tier I Bockmon & Woody Electric Co Inc Bore One, Inc. Bortolussi & Watkin, Inc. Boswell and Associates Inc. Bowman & Williams -Apprentice Rate BR Welding & Fabrication Brad Dales Excavating Inc Bragg Crane Bragg Crane & Rigging Brambila-Kelley, Inc. Brazo Backhoe Break Away Concrete Cutting Inc. Brelje & Race Engineers Bridgeway Civil Constructors Inc Brightview Landscape Development Broom Service Inc Brosamer & Wall, Inc Brotherton Corporation Broward Builders Inc Brown & Fesler, Inc. Bruce Carone Grdng & Paving Inc Bryant Surveys Inc BTI Services, Inc Bugler Construction Bultena Construction Company Bush Engineering Inc C & D Contractors Inc C Aparicio Cement Contractors Inc C F & T & Available C F Archibald Pav Inc C W Roen Const Co C2r Engineering, Inc CA INTRAJURISDICTIONAL EMPLOYER CA to NV IJ Reversal CA to UT IJ Reversal Cahill Contractors Llc Cal Core, Inc. Cal Crush Corp Cal Crush Roseville Cal Electro Inc Cal Pacific Constructors, Inc. Cal Valley Construction California Caisson & Shoring Inc California Commercial Fence California Compaction Corp California Concrete Pumping Inc. California Const Surveying Inc California Cut & Core, Inc. California Engineering Contrs Inc California Generator Service Corp California Materials Testing Company California Prison Industry Authority (ca California Skateparks California Trenchless Inc California Utility Company California Utility Engineering, Inc. CalMat Company dba Shamrock Materials Cal-Neva Construction Services Inc Cal-Safety Inc Camenzind Dredging Inc Campanella Corp Can Do Backhoe and Dump II, Inc Cano Excavating Company, Inc. Canyon Springs Enterprises Capex Engineering Inc Carlile Macy Inc Carlson Barbee & Gibson Carone & Co Inc Case Pacific Co Castle Concrete Pump Cats 4 U Cattrac Construction Inc Cazadoro Construction, Inc CBI Services Inc Cecal Enterprises Inc. Celik Engineering Corp Cemex Cencal Services Inc Central Concrete Supply Co., Inc Central Concrete Supply Company Inc Central Sweeping Corporation Central Valley Asphalt Central Valley Engineering & Surveying Cggs Backhoe Service Chaudhary & Associates, Inc Cherne Contracting Co. Cinquini & Passarino Inc City Of San Jose Civil Eng Assoc Inc Civil Substations Inc Clark Bros Inc Clauss Construction Clipper International Equip Co Inc Cntrl State Lnd Svys Inc Coast Counties Truck & Equip Co Coast Crane Co & Maxim Crane Works LP Coastwide Environmental Technologies Inc Coffman Specialties Inc Collins Construction Columbia Electric Inc Commercial Power Sweep Inc Community Playgrounds Inc Compass Equipment Inc Compass Equipment Services Of Nv CON QUEST CONTRACTORS INC Conco Pumping Conco West Inc Condon-Johnson & Assoc Consolidated Engineering Labs, Inc Consolidated Security Integration Inc Construction Survey Construction Testing Services Inc Cook Engineering Inc Cooper, Thorne & Assoc Inc. Coral Construction Company Corey Delta Constructors Corrpro Companies, Inc. Co-T Construction, Inc. Coughlin Co Coulter Gradall Country Builders Construction, Inc Cox & Cox Construction Cozart Bros Inc CPA Demolition, Inc. Crane Inspection Agency Cratus Inc Critical Weld Inspections Inc Crystal Creek Aggregate Inc Cs Marine Cnstrctrs Inc Culver Group Inc Custom Crushing Industries Inc CVE DEMOLITION INC D & B Trenching D & D Pipelines Inc. D & J Site Services D & M Equip Co D A Wood Construction, Inc. D D Laster Lndscap Cons D H Blattner & Sons Inc D R Brown Excavation & Paving D S S Company D W Young Const Co Inc D.a.v.e. Sweeping Daleo Inc Danu Inc Darcy & Harty Constr Inc Darren Taylor Construction David Hall Masonry, Inc. David R. Copeland Enterprises David T Price Inc Davies Mobile Equipment Servicing, Inc. Davner Construction & Engineering Dawson-Mauldin LLC De Silva-Gates Cnst Lp Debolt Civil Eng Inc Decker Landscaping, Inc. Dees Burke Engineering Constructors, LLC Dees-Hennessey Inc Dekay Demolition And Clearing Inc Del Monte Electric, Inc Delta Grinding Co, Inc Dba Diablo Grindi Delta Grinding Company, Inc. Delta Surveying Inc Demolition Services And Grading, Inc Dept of Corrections & Rehabilitation Desert Commercial Sweeping Inc Desert Mechanical Inc. Desilva Gates, Oliver Desilva, Gallgher Devaney Engineering, Inc. Devincenzi Concrete Const Dewitt Bros & Co Inc Dielco Crane Service Inc Digital Concrete Scanning Service Dirt & Aggregate Interchange, Inc. Dirt Dynasty, Inc. Dirty Hands Heavy Equipment Repair Discovery Hydrovac Llc Disney Construction Inc Dixon Marine Dk Associates -Apprentice Rate Dk Environmental/mcnabb Construction Inc Dl Equip Co Inc Dlc Equipment Inc D-Line Constructors, Inc Dmc Llc Dmz Builders DN Tanks Don Berry Const Don H Mahaffey Drilling Company Don Lawley Co Inc Don Pridmore & Son Don Tucker & Sons Dorfman Const Co Inc Doyles Work Company DPI INC. Dragados Usa Dragados/Flatiron JV Dragados/Flatiron West/Sukut JV Drill Tech Drilling & Shoring Inc Dunton Construction Co Inc Duran & Venables Gen En Durans Paving Rentals Dutch Construction Inc Dwite C Forbush Inc Dyer Corp dba Dyer All Terrain Excav. Dynamic Generator Service, Inc. Dynomaster Inc/Diesel Master Inc E & Y Sweeping Inc E E Gilbert Const Inc Eagle Rock Industries Eanna Construction Inc. Eanna Construction, Inc. East Construction Company ECAST Engineering Inc. Ecco Equip Corp EDCO Enterprises, Inc Edgecombe Crane, LLC Edward W Scott Elect Co Eirc Krisman's Equipment Service Inc Elco Electric Inc Eldorado Excavation Inc Elite Diesel Service, Inc. Elmer J Freethy Co Emmett's Excavation Grading And Paving Empire Engineering & Construction, Inc. Engel Holdings Inc dba Safway Atlantic Engelke Construction Inc Engeo Inc Enoch Smith Sons Co Epiroc USA, LLC ERA Construction Inc. Ercon Construction Inc Eslick Construction Inc ESP