2020-07-14T14:13:40-05:00 2019-08-31 510435869 Needles & Associates LLC 350 Interlocken Blvd STE 360 Broomfield CO 80021 990 2018-09-01 730790052 Oklahoma Operating Engineers Welfare Plan OKLA 4056822323 1300 South Meridian Street No 125 Oklahoma City OK 73108 Mark Little Chairman 4056822323 2020-07-07 1 Kurt D Needles CPA P00850236 3034304225 2020-07-14 23.24.139.241 2020-07-14 13:12:46 MD P B131DC643218E4936EDB18C0E004AAA77630580D B131DC643218E4936EDB18C0E004AAA77630580D 2018 2020-09-22 18:59:49Z Mark Little 1300 South Meridian Street No 125 Oklahoma City OK 73108 7855581 0 X N/A X 1969 OK Provide health & welfare benefits to eligible participants. 4 0 0 0 0 0 0 0 7661243 6975039 679645 841034 0 0 8340888 7816073 0 0 6765996 5558250 0 0 0 0 0 583090 694643 7349086 6252893 991802 1563180 22239595 23778868 3721727 3580830 18517868 20198038 Provide health & welfare benefits to eligible participants. 0 0 Provide health & welfare benefits to eligible participants. 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 4 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X Board of Trustees 4056822323 1300 South Meridian Street No 125 Oklahoma City OK 73108 X Michael Stark Jr Union Trustee 1.00 X 0 0 0 Alan Farris Union Trustee 1.00 X 0 0 0 Matt Thomas Employer Trustee 1.00 X 0 0 0 Mark Little Employer Trustee 1.00 X 0 0 0 0 0 0 0 0 0 0 Blue Cross Blue Shield 3817 Northwest Expy Oklahoma City OK 73112 Access Fee 226554 Zenith American Solutions 1300 S Meridian STE 125 Oklahoma City OK 73108 Administrative 187391 2 Employers' contributio 525100 4230063 4230063 Reciprocity in 525100 2539798 2539798 Participants' contribu 525100 205178 205178 6975039 843057 843057 37485 39508 -2023 -2023 -2023 7816073 6975039 0 841034 5558250 171183 74489 34931 55485 303221 43705 9338 2291 6252893 1876755 2186031 1599770 1190971 9340 10338 18753730 20391528 22239595 23778868 36011 13274 3685716 3567556 3721727 3580830 X 18517868 20198038 18517868 20198038 22239595 23778868 1563180 116990 0 X 0 1 X 1 0 0 Hour Bank Liability 2697676 Claims Incurred but Not Reported 869880 3567556 X 7933063 116990 116990 7816073 0 7816073 6371053 118160 118160 6252893 0 6252893 Part X, Line 2: The trust funding benefits of the Plan received an exemption letter from the Internal Revenue Service stating that the trust is tax-exempt under the provision of Section 501(c)(9) of the Internal Revenue Code. The Plan and the trust are required to operate in conformity with the Internal Revenue Code to maintain the tax-exempt status of the trust. Plan management believes that the Plan is being operated in compliance with the applicable requirements of the Internal Revenue Code. Accounting principles generally accepted in the United States of America require Plan management to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Plan management has evaluated the Plan's tax positions and concluded that the Plan has taken no uncertain tax positions that would require financial statement recognition or disclosure for the years ended August 31, 2019 and 2018. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. With few exceptions, the Plan is no longer subject to tax examinations by tax authorities for years preceding August 31, 2015. Part XII, Line 2d - Other Adjustments: Change in Benefit Obligations 118,160. Form 990, Part VI, Section B, line 11b Form 990 was provided to the Board of Trustees for their review. Form 990, Part VI, Section B, line 12c Trustees review policies annually. Form 990, Part VI, Section C, line 19 Governing documents are available to the public upon request. Information maintained by administrator N/A NA OK 73108 000000000 N/A 0 Information maintained by administrator N/A NA OK 73108 000000000 N/A OK 0 0 Information maintained by administrator N/A NA OK 73108 000000000 N/A OK 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0