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UNITED ASSOCIATION PLUMBER STMFTR & SHPFTR INDSTRY RETIREE HEALTH TR: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
UNITED ASSOCIATION PLUMBER STMFTR & SHPFTR INDSTRY RETIREE HEALTH TR (EIN 93-1143759)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-08-25
IRS object ID
202022389349301552
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-08-25T14:47:58-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MILLER KAPLAN ARASE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14123 LANKERSHIM BLVDAddressLine1Txt
CityNORTH HOLLYWOODCityNm
State AbbreviationCAStateAbbreviationCd
ZIP916022828ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN931143759EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED ASSOCIATION PLUMBER STMFTR & SHPFTRBusinessNameLine1Txt
Business Name Line2INDUSTRY RETIREE HEALTH TRBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% PATI PIRO-BOSLEYInCareOfNm
Business Name ControlUNITBusinessNameControlTxt
Phone8667962305PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112205 SW Tualatin Rd Ste 200AddressLine1Txt
CityTualatinCityNm
State AbbreviationORStateAbbreviationCd
ZIP97062ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPATI PIRO-BOSLEYPersonNm
Person TitleadministratorPersonTitleTxt
Phone8667962305PhoneNum
Signature2020-08-25SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey GossPreparerPersonNm
PTINP00349311PTIN
Phone8187692010PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.244.147.122IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id95416620202385000006FederalOriginalSubmissionId
Federal Original Submission Id2020-08-25FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id1D553F0CC161CAB4950D5232994D4871B352D586AtSubmissionCreationDeviceId
At Submission Filing Device Id1D553F0CC161CAB4950D5232994D4871B352D586AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-01-07 14:23:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerED GORMLEYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line112205 SW Tualatin Rd Ste 200AddressLine1Txt
CityTualatinCityNm
State AbbreviationORStateAbbreviationCd
ZIP97062ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$56,316,472GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1993FormationYr
Legal Domicile StateORLegalDomicileStateCd
Activity Or MissionTO PROVIDE RETIREE HEALTH BENEFITS TO PARTICIPANTS.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$14,302,413PYProgramServiceRevenueAmt
CY Program Service Revenue$15,726,916CYProgramServiceRevenueAmt
PY Investment Income$8,686,624PYInvestmentIncomeAmt
CY Investment Income$11,015,396CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$22,989,037PYTotalRevenueAmt
CY Total Revenue$26,742,312CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$4,703,259PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$4,804,744CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$561,236PYOtherExpensesAmt
CY Other Expenses$616,179CYOtherExpensesAmt
PY Total Expenses$5,264,495PYTotalExpensesAmt
CY Total Expenses$5,420,923CYTotalExpensesAmt
PY Revenues Less Expenses$17,724,542PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$21,321,389CYRevenuesLessExpensesAmt
Total Assets BOY$146,559,950TotalAssetsBOYAmt
Total Assets EOY$187,358,677TotalAssetsEOYAmt
Total Liabilities BOY$107,277TotalLiabilitiesBOYAmt
Total Liabilities EOY$103,182TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$146,452,673NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$187,255,495NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE RETIREE HEALTH BENEFITS TO PARTICIPANTS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescTO PROVIDE RETIREE HEALTH BENEFITS TO PARTICIPANTS.Desc
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (true)DelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonPATI PIRO-BOSLEYPersonNm
Phone8667962305PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112205 SW TUALATIN RD STE 200AddressLine1Txt
CityTualatinCityNm
State AbbreviationORStateAbbreviationCd
ZIP97062ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ED GORMLEY
TRUSTEE1.00.0Yes (X)$0$0$0
LAURI ROLLINGS
TRUSTEE1.00.0Yes (X)$0$0$0
MIKE ANDERSON
TRUSTEE1.00.0Yes (X)$0$0$0
JON BERRY
TRUSTEE1.00.0Yes (X)$0$0$0
LOU CHRISTIAN
TRUSTEE1.00.0Yes (X)$0$0$0
RUSS HILL
TRUSTEE (FORMER)1.00.0Yes (X)$0$0$0
DENNIS MASK
TRUSTEE (FORMER)1.00.0Yes (X)$0$0$0
MARK WRIGHT
TRUSTEE1.00.0Yes (X)$0$0$0
JOE NEELY
TRUSTEE1.00.0Yes (X)$0$0$0
ERIC DESANTO
TRUSTEE1.00.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ZENITH AMERICAN SOLUTIONS
12205 SW TUALATIN RD STE 200TUALATINOR97062CONTRACT ADMIN$143,728
MELLON INVESTMENT CORP
ONE BOSTON PL 201 WASHINGTON STBOSTONMA02108INVESTMENT MANAGER$132,200
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Total Contributions$0TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescEMPLOYER CONTRIBUTIONSDesc
Business900099BusinessCd
Total Revenue Column$15,726,916TotalRevenueColumnAmt
Related Or Exempt Func Income$15,726,916RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$15,726,916TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,708,902TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$5,708,902ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$34,880,654SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$29,574,160SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$5,306,494SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,306,494TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$5,306,494ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$26,742,312TotalRevenueColumnAmt
Related Or Exempt Func Income$15,726,916RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$11,015,396ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$4,804,744TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$143,728TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$19,123TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$21,316TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$383,489TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$20,041TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$14,779TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$13,703TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,420,923TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$499,230BOYAmt
EOY$551,214EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,189,800BOYAmt
EOY$1,191,362EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$38,789BOYAmt
EOY$38,961EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$144,832,131BOYAmt
EOY$185,577,140EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$146,559,950BOYAmt
EOY$187,358,677EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$86,848BOYAmt
EOY$103,182EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$20,429BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$107,277BOYAmt
EOY$103,182EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$146,452,673BOYAmt
EOY$187,255,495EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$146,452,673BOYAmt
EOY$187,255,495EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$146,559,950BOYAmt
EOY$187,358,677EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$21,321,389ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$19,481,433NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
CY Minus3 Yr Endwmt FundCYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt FundCYMinus4YrEndwmtFundGrp
LandLandGrp
BuildingsBuildingsGrp
Leasehold ImprovementsLeaseholdImprovementsGrp
EquipmentEquipmentGrp
Other Land BuildingsOtherLandBuildingsGrp
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt
Total Liability$0TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$46,223,745TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$19,481,433NetUnrealizedGainsInvstAmt
Revenue Not Reported$19,481,433RevenueNotReportedAmt
Revenue Subtotal$26,742,312RevenueSubtotalAmt
Total Revenue Per Form990$26,742,312TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$5,420,923TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$5,420,923ExpensesSubtotalAmt
Total Expenses Per Form990$5,420,923TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationAccounting 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.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART VI, LINE 11B:FormAndLineReferenceDesc
ExplanationFORM 990 WAS REVIEWED BY THE PLAN ADMINISTRATOR PRIOR TO FILING; ANY UNUSUAL ITEMS OR ITEMS NEEDING TO BE ADDRESSED WILL BE BROUGHT TO THE TRUSTEES' ATTENTION. PART VI, LINE 12C: TRUSTEES ARE REQUIRED TO NOTIFY THE PLAN OF ANY CHANGES IN THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS. PART VI, LINE 19: THE PLAN DOCUMENT, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MAINTAINED IN THE PLANS' OFFICE AND ARE AVAILABLE UPON REQUEST.ExplanationTxt

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
UA UNION LO 290 401K PLAN
12205 SW TUALATIN RD STE 200TUALATINOR97062931143757PENSIONOR501(A)NAfalse
UA UNION LO 290 PENSION PLAN
12205 SW TUALATIN RD STE 200TUALATINOR97062936021114PENSIONOR501(A)NAfalse
UA UNION LO 290 H&W PLAN
12205 SW TUALATIN RD STE 200TUALATINOR97062936021113HEALTHOR501(C)(9)NAfalse
UA UNION LO 290 VACATION AND EDUCATION
12205 SW TUALATIN RD STE 200TUALATINOR97062931255764EDU/VACOR501(C)(9)NAfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1SEE PART VIIBusinessNameLine1Txt

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1SEE PART VIIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1UA LOCAL 290 H&W PLANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypePTransactionTypeTxt
Involved$4,804,744InvolvedAmt
Method Of Amount DeterminationCASH PAIDMethodOfAmountDeterminationTxt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE R - IDENTIFICATION OF RELATED-PARTY ORGANIZATIONS:FormAndLineReferenceDesc
ExplanationA & A DRILLING A.P.C.C.O. ACCURATE CONCRETE CUTTING, Advanced Pneumatic Tubes ADVANCED TECHNOLOGY GROUP AIR PRIDE INC. ALLIANT SYSTEMS LLC ALPINE BUILDING SERVICES I APOLLO MECHANICAL CONT ARB, Inc. Arctic Sheet Metal ASSURANCE PLUMBING, LLC AUBURN MECHANICAL BASELINE INDUSTRIAL BEAVER CONCRETE CUTTING BEDROCK CONCRETE CUTTING Bend Welding & Truck, LLC BETSCHART MECHANICAL BILL BAILEY PLUMBING Blue Water Plbg. & Water Treatment BMWC CONSTRUCTORS, INC BOHEMIA BACKFLOW, INC. BROTHERS PIPELINE CORP BROTHERS PLUMBING, LLC BRYAN MEARS PLUMBING BUILDING ENERGY LLC.COM C.J. HANSEN CO, INC. CAJAC MECHANICAL, LLC CALEDONIA PLUMBING CARD PLUMBING AND HEATING CARR ELECTRICAL TECH. INC. CARRIER BUILDING SERVICES CASCADE ENERGY SOLUTIONS, CASCADE GENERAL INC CBRE CENTRAL WASHINGTON REFRIGE CHAMBERS PLUMBING & HEATIN CHARTER MECHANICAL CHINOOK PLUMBING AND HEATI CHRISTENSON ELECTRIC, INC CLIMATE PROS, LLC COMMERCIAL REFRIGERATION CONSTRUCTION SOLUTIONS, IN CONTROL TECHS NW, LLC COTTAGE GROVE, OR 97424 COUNTRY PLUMBING, INC. CRAIG ANDERSON PLUMBING IN CROWN PLUMBING, INC D & F PLUMBING DAIKIN APPLIED Delta Connects DEMAND PLUMBING, LLC DETEMPLE COMPANY INC DEVCO MECHANICAL DR. HVAC, INC. Eagle Lake Plumbing ELLIS MECHANICAL, LLC ENVIRONMENTAL CONTROL CORP ENVISE F M SHEET METAL FINISH LINE CONCRETE CUTTI G FAB, INC. GENERAL MECHANICAL, INC. GEORGE MORLAN PLUMBING GERAGHTY PLUMBING & MECH, LLC GORMLEY PLUMBING AND HEATI GREEN BOX MECHANICAL GVA NORTHWEST, LLC HARDER MECHANICAL CONTRACT HARVEY & PRICE COMPANY HEINZ MECHANICAL, INDUSTRIES, INC. HERMANSON COMPANY HMS COMMERCIAL SERVICE, INC HOFFMAN MECHANICAL HOOD RIVER PLUMB AND HEAT HOOVER COMMERCIAL REFRIG, INC. IDEAL PLUMBING CO INFRASOURCE SERVICES INNER CITY PLUMBING, INC. J H KELLY J P PLUMBING CO INC JAY JAY'S PLUMBING INC John Burger Heating & AC JOHNSON CONTROLS GWS, LLC JR MERIT, INC K2 MECHANICAL, INC KAUFMANN PLUMBING AND MECH KEY MECHANICAL OF WASHINGT KINETIC SYSTEMS, INC KIRK ERECTORS, INC LONG BUILDING TECHNOLOGIES, INC LOUIS A ROSER COMPANY LOY CLARK PIPELINE M P P PIPING INC M.R. MECHANICAL MACDONALD-MILLER FACILITY MACKIN & LITTLE, INC MAPLESERVICE MCKINSTRY CO MEADOWLARK MECHANICAL, LLC MEI SPECIALTY MACHINERY MOVING METRO MECHANICAL SYSTEMS, LLC MICHELS CORPORATION MICHELS PIPELINE MILL CREEK PLUMBING & MECH MILWAUKIE HEATING & COOLIN MISSION PLUMBING SERVICES MORGAN MILLWRIGHT & MECH S NESS & CAMPBELL CRANE, INC NORCAL MECHANICAL, LLC NORTHWEST CONTROL COMPANY NORTHWEST METAL FAB & PIPE NW INDUSTRIAL MECHANICS, I NW MECHANICAL CONTRACTORS NW MECHANICAL GROUP, LLC OCEAN PARK MECHANICAL, INC OREGON EQUIPMENT SERVICE CORP OTTO PIPE CONSTRUCTION, LL PARAZOO PLUMBING PATTERSON PLUMBING CO PELICAN BAY STATE PRISON PENHALL COMPANY PENINSULA PLUMBING CO. PERFORMANCE CONTRACTING, INC PERMACOLD ENGINEERING, INC PHILLIPS REFRIGERATION PIPE TECH, INC. Platinum Industrial Inc PLUMBING & MECHANICAL CONT PORT OF VANCOUVER USA PORTLAND MECHANICAL CONSTRUCTION, LLC POWER PLUMBING CO PROCESS PIPING FABRICATION PROFESSIONAL MECHANICAL IN PUDDLETOWN PLUMBING, LLC PURE COMMERCIAL PLUMBING RADAR PLUMBING OPERATIONS, INC. REFRIGERATION UNLIMITED, INC. RESOURCE MANAGEMENT ROCKY'S MECHANICAL SERVICE ROSE CITY PLUMBING S F S, INC S-2 INDUSTRIAL SANDPIPER PLUMBING SIEMENS INDUSTRIES SKYLINE PLUMBING, LLC SNELSON COMPANIES, INC SNO VALLEY PROCESS SOLUTIONS SOUTHLAND INDUSTRIES ST HELENS PLUMBING & CONSTRUCTION, LLC Stainless Specialists TABLE ROCK MECHANICAL TELLURIC TEMP-CONTROL MECH SERVICE TEMP-CONTROL MECHANICAL CO THREE ROCKS ELECTRIC TIMBER VALLEY PLUMBING TITTEL ENTERPRISES, INC. TOTAL FACILITY SOLUTIONS, INC TOTAL MECHANICAL INC TRANE - SEATTLE, WA TUTOR-SOLIBA CORP TWIN RIVERS PLUMBING U A LOCAL 290 U A LOCAL 290 TRAINING CTR UNIVERSITY MECHANICAL CONT. USA MECHANICAL, INC VAN ROW MECH, LLC Vigor Marine, LLC WATSON PLUMBING CO WAYNE MAPLES PLUMBING & HE YMC INCExplanationTxt