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OREGON TEAMSTER EMPLOYERS TRUST: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
OREGON TEAMSTER EMPLOYERS TRUST (EIN 93-6021475)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-10-13
IRS object ID
202032879349301738
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)
Return2020-10-13T16:28:23-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN522385296PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LINDQUIST LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15000 EXECUTIVE PARKWAY SUITE 400AddressLine1Txt
CitySAN RAMONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94583ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN936021475EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OREGON TEAMSTER EMPLOYERS TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOREGBusinessNameControlTxt
Phone5032825581PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4148AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP972084148ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHEN S ERDMANNPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5032825581PhoneNum
Signature2020-10-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES N BROWNINGPreparerPersonNm
PTINP01451906PTIN
Phone9252779100PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.7.226.66IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-10-13IPDt
IP Tm14:26:54IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD85FB602DC4FA66F28A631CB81EF53DF59ECABFAAtSubmissionCreationDeviceId
At Submission Filing Device IdD85FB602DC4FA66F28A631CB81EF53DF59ECABFAAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSTEPHEN S ERDMANNPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4148AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP972084148ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$358,448,223GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1957FormationYr
Legal Domicile StateORLegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
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$194,246,816PYProgramServiceRevenueAmt
CY Program Service Revenue$205,074,263CYProgramServiceRevenueAmt
PY Investment Income$852,537PYInvestmentIncomeAmt
CY Investment Income$4,191,895CYInvestmentIncomeAmt
PY Other Revenue$111,869PYOtherRevenueAmt
CY Other Revenue$42,248CYOtherRevenueAmt
PY Total Revenue$195,211,222PYTotalRevenueAmt
CY Total Revenue$209,308,406CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$178,987,131PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$182,540,789CYBenefitsPaidToMembersAmt
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$7,759,960PYOtherExpensesAmt
CY Other Expenses$8,079,924CYOtherExpensesAmt
PY Total Expenses$186,747,091PYTotalExpensesAmt
CY Total Expenses$190,620,713CYTotalExpensesAmt
PY Revenues Less Expenses$8,464,131PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$18,687,693CYRevenuesLessExpensesAmt
Total Assets BOY$100,839,235TotalAssetsBOYAmt
Total Assets EOY$119,583,907TotalAssetsEOYAmt
Total Liabilities BOY$34,720,374TotalLiabilitiesBOYAmt
Total Liabilities EOY$33,167,949TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$66,118,861NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$86,415,958NetAssetsOrFundBalancesEOYAmt
MissionPROVIDE HEALTH, DENTAL, VISION, LIFE INSURANCE AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescPROVIDED HEALTH, DENTAL, VISION, LIFE INSURANCE AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WILLIAM C EARHART CO INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5032825581PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112029 NE GLEN WIDING DRAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97220ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DAN RATTY
TRUSTEE1.00Yes (X)$0$0$0
STEVE PICKLE
TRUSTEE - PAST1.00Yes (X)$0$0$0
STEVE KONOPA
TRUSTEE1.00Yes (X)$0$0$0
THOMAS WATT
TRUSTEE3.50Yes (X)$0$0$0
STEPHEN ERDMANN
TRUSTEE3.50Yes (X)$0$0$0
COLIN JACKSON
TRUSTEE1.00Yes (X)$0$0$0
ADAM WINSTON
TRUSTEE1.00Yes (X)$0$0$0
JERRY D'AMBROSIO
TRUSTEE1.00Yes (X)$0$0$0
MARK DAVISON
TRUSTEE1.00Yes (X)$0$0$0
KENNETH JOHNSON
TRUSTEE1.00Yes (X)$0$0$0
SEAN HAMMOND
TRUSTEE1.00Yes (X)$0$0$0
WALTER LACHAPELLE
TRUSTEE1.00Yes (X)$0$0$0
LESLIE SLOY
TRUSTEE1.00Yes (X)$0$0$0
SEE SCHEDULE O FOR COMPENSATION
PAID BY RELATED ORGANIZATIONS0.00Yes (X)$0$1$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
REGENCE BLUE CROSS BLUE SHIELD
100 SW MARKET STREETPORTLANDOR972015702CLAIMS ADMINISTRATION$5,780,403
WILLIAM C EARHART CO INC
12029 NE GLENN WIDING DRPORTLANDOR97220THIRD PARTY ADMINISTRATIVE FEES$1,175,681
LOOMIS SAYLES & COMPANY LP
555 CALIFORNIA STREET SUITE 3300SAN FRANCISCOCA94104INVESTMENT MANAGEMENT$215,656
LINDQUIST LLP
5000 EXECUTIVE PARKWAYSAN RAMONCA94583AUDIT AND ACCOUNTING FEES$147,060
MILLIMAN INC
1301 5TH AVE STE 3800SEATTLEWA98101ACTUARIAL SERVICES$137,290
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K8CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$190,059,906$190,059,906
PARTICIPANT CONTRIBUTIONS900099$7,500,800$7,500,800
PRESCRIPTION & VISION REBATES900099$6,421,258$6,421,258
HRA CONTRIBUTIONS900099$1,038,058$1,038,058
EXPERIENCE REFUND900099$45,569$45,569

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,672TotalRevenueColumnAmt
Related Or Exempt Func Income$8,672RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$205,074,263TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,430,871TotalRevenueColumnAmt
Exclusion$2,430,871ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$150,900,841SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$149,139,817SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,761,024SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,761,024TotalRevenueColumnAmt
Exclusion$1,761,024ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$42,248TotalRevenueColumnAmt
Related Or Exempt Func Income$42,248RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$42,248OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$209,308,406TotalRevenueColumnAmt
Related Or Exempt Func Income$205,116,511RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$4,191,895ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$182,540,789TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$1,107,197TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$128,025TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$147,060TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$241,705TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$6,090,175TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$237,150TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$59,376TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$69,236TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$190,620,713TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,148,584BOYAmt
EOY$5,491,998EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$24,876,345BOYAmt
EOY$19,968,379EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$11,145BOYAmt
EOY$11,149EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$72,803,161BOYAmt
EOY$94,112,381EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$100,839,235BOYAmt
EOY$119,583,907EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$942,534BOYAmt
EOY$1,015,432EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$573,130BOYAmt
EOY$405,281EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$33,204,710BOYAmt
EOY$31,747,236EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$34,720,374BOYAmt
EOY$33,167,949EOYAmt
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$66,118,861BOYAmt
EOY$86,415,958EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$66,118,861BOYAmt
EOY$86,415,958EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$100,839,235BOYAmt
EOY$119,583,907EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$18,687,693ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,609,404NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
CLAIMS PAYABLE AND IBNR$15,005,000
PREMIUMS PAYABLE$1,708,236
ACCUMULATED ELIGIBILITY CREDITS$15,034,000
FieldValueIRS element (for citing)
Total Liability$31,747,236TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$210,676,105TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,609,404NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,609,404RevenueNotReportedAmt
Revenue Subtotal$209,066,701RevenueSubtotalAmt
Investment Expenses Not Incld$241,705InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$241,705RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$209,308,406TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$190,625,657TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$190,625,657ExpensesSubtotalAmt
Investment Expenses Not Incld2$241,705InvestmentExpensesNotIncld2Amt
Other Expenses Not Included-$246,649OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt-$4,944ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$190,620,713TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2019, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2016.
PART XII, LINE 4B - OTHER ADJUSTMENTS:CHANGE IN BENEFIT OBLIGATIONS

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3THE PLAN HAS CONTRACTED WITH WILLIAM C. EARHART CO., INC TO PROVIDE DAY-TO-DAY ADMINISTRATIVE SERVICES TO THE ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PROVIDED TO THE GOVERNING BODY FOR THEIR REVIEW AND COMMENTS PRIOR TO FILING THE RETURN WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CANY TRUSTEE OR SERVICE PROVIDER AUTHORIZED TO CONDUCT TRANSACTIONS ON BEHALF OF THE TRUST WHO HAS REASON TO BELIEVE THAT A PROPOSED TRANSACTION MIGHT CONSTITUTE A PROHIBITED TRANSACTION WITH A PARTY IN INTEREST SHOULD CONSULT WITH TRUST COUNSEL AND TAKE WHATEVER ADDITIONAL ACTION MAY BE APPROPRIATE TO ENSURE THAT THE PROPOSED TRANSACTION IS APPROPRIATE. ANY FIDUCIARY WHOSE PARTICIPATION IN A DECISION MAY RESULT IN A NON-EXEMPTED PROHIBITED TRANSACTION UNDER SECTION 406 OF ERISA SHALL RECUSE HIMSELF OR HERSELF FROM DISCUSSION OR VOTING ON SUCH DECISION. THE TRUST OFFICE SHALL ANNUALLY DISTRIBUTE A PARTY-IN-INTEREST QUESTIONNAIRE TO PLAN FIDUCIARIES IN CONJUNCTION WITH THE ANNUAL AUDIT.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, 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 INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE THIRD-PARTY ADMINISTRATOR, THE WILLIAM C. EARHART CO.
FORM 990, PART XII, LINE 2C:THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSIGHT OF THE ANNUAL AUDIT AND FOR SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
JOINT COUNCIL OF TEAMSTERS NO 37
1872 NE 162ND AVENUEPORTLANDOR97230930196193LABOR ORGANIZATIONOR501(C)(5)0
INT'L BROTHERHOOD OF TEAMSTERS UNION LOCAL NO 962
4480 ROGUE VALLEY HGWYCENTRAL POINTOR97502930236781LABOR ORGANIZATIONOR501(C)(5)0
GENERAL TEAMSTERS LOCAL 483
225 N 16TH STREETBOISEID83702820171930LABOR ORGANIZATIONID501(C)(5)0
INTL BROTHERHOOD OF TEAMSTERS LOCAL 324
2686 PORTLAND ROAD NESALEMOR97303930196206LABOR ORGANIZATIONOR501(C)(5)0
DAIRY BAKERY & FOOD PROCESSORS IND TECH & AUTO LOCAL NO 305
1870 NE 162ND AVENUEPORTLANDOR97230930151383LABOR ORGANIZATIONOR501(C)(5)0
INTL BROTHERHOOD OF TEAMSTERS LOCAL 223
1230 NE 106TH AVENUEPORTLANDOR97220930179776LABOR ORGANIZATIONOR501(C)(5)0
GENERAL TEAMSTERS AUTO TRUCK DRIVERS & HELPERS LOCAL NO 162
1850 NE 162ND AVENUEPORTLANDOR97230930196219LABOR ORGANIZATIONOR501(C)(5)0
LINE DRIVERS LOCAL PICKUP & DELIVERY LOCAL UNION NO 81
1874 NE 162ND AVENUEPORTLANDOR97230930438697LABOR ORGANIZATIONOR501(C)(5)0
CHAUFFEURS TEAMSTERS & HELPERS LOCAL 58
2212 NE ANDRESEN ROADVANCOUVERWA98661910436963LABOR ORGANIZATIONWA501(C)(5)0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS:FormAndLineReferenceDesc
ExplanationEXPLANATION: THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF DECEMBER 31, 2019, THERE ARE APPROXIMATELY 192 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (DISREGARDED ENTITY, TAX EXEMPT ORGANIZATION,PARTNERSHIP, TAXABLE CORPORATION OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT THE NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. ALBERTSON'S LLC ALLIED WASTE INDUSTRIES ALPENROSE DAIRY ALSCO AMERICAN INDUSTRIAL ARAMARK CLEAN ROOM ARAMARK UNIFORM SERVICES B & B LEASING BAY VALLEY FOODS BIMBO BAKERIES USA, INC BLACK BUTTE RANCH FIRE BLACK BUTTE RANCH POLICE BLISS SANITARY SEVICE INC BROTHERS PIPELINE CORP CAL PORTLAND CAPITOL DISPOSAL & RECYLE CARPENTERS UNION L.146 CARPENTERS,UNION,L1503 CHEMTRADE SOLUTIONS LLC CHRISTENSEN ELECTRIC CO CITY OF ASTORIA CITY OF CASTLE ROCK CITY OF CAVE JUNCTION CITY OF CENTRAL POINT CITY OF CLATSKANIE-PUBLIC CITY OF CORVALLIS-POLICE CITY OF EAGLE POINT CITY OF FAIRVIEW CITY OF GRANTS PASS CITY OF INDEPENDENCE CITY OF JACKSONVILLE CITY OF KALAMA CITY OF KELSO CITY OF KLAMATH FALLS CITY OF LEBANON CITY OF MCMINNVILLE CITY OF MOLALLA CITY OF NORTH BEND CITY OF PHOENIX CITY OF RAINIER CITY OF RAINIER PUB WORKS CITY OF RIDGEFIELD CITY OF ROGUE RIVER CITY OF SHADY COVE CITY OF TALENT CITY OF TILLAMOOK-POLICE CITY OF WOODLAND CLACKAMAS GARBAGE CO INC CLATSOP DISTRIBUTING CO CLEAN WATER SERVICES COLUMBIA FRUIT & PRODUCE CONWAY CONSTRUCTION COPELAND PAVING COMPANY COPELAND SAND & GRAVEL COUNTY OF COOS COUNTY OF TILLAMOOK COWLITZ COUNTY AUDITOR CURRY COUNTY ROAD DEPT CURRY COUNTY SHERIFFS DAIMLER TRUCKS N. AMERICA DARLING INTERNATIONAL INC DAY & ZIMMERMANN NPS DHL EXPRESS DOUGLAS COUNTY ECO SERVICES OPERATIONS ECSO EMERALD FRUIT & PRODUCE FARMER BROTHER CO FARMER BROTHERS COMPANY FRED MEYER - DIST TRUCK FRED MEYER PERSONNEL FRED MEYER-BAKERY ENGINEE FRED MEYER-DIVISION KROGE GARBARINO DISPOSAL SERV GREAT WESTERN MALTING CO GRESHAM SANITARY SERVICE HANGING H COMPANIES, LLC HILLSBORO GARB DISP INC INDUSTRIAL EXPORT CO JOHNSON ROCK PROD INC JT COUNCIL TEAMSTERS #37 KELLER DROP BOX INC / KLAMATH CO EMERGENCY COMM KLAMATH COUNTY SERGEANTS L C HALLS TRUCK LINES LA GRAND INDUSTRIAL SUPP LAKE COUNTY LAKE DISTRICT HOSPITAL LAKE MERWIN CAMPER HIDEWA LAKESIDE INDUSTRIES LARSENS CREAMERY LEE & EASTES TANK LINES LINDE GAS USA LLC LOY CLARK PIPELINE LTM - COAST DIVISION LTM INC LTM INC, WAS BEAVER STATE LYRICAL FOODS II MATHESON TRI-GAS INC. MAVERICK WELDING SUPPLIES MERCY FLIGHTS INC MESSER NORTH AMERICA INC MICHELS CORPORATION MONDELEZ GLOBAL, LLC MORROW COUNTY MULTNOMAH COUNTY DROP BOX MUTUAL MATERIALS CO NELSON TRUCKING COMPANY NORPAC SERVICES INC NU STAR ENERGY NW ADMINISTRATORS INC OCEAN BEACH HOSPITAL OCL FOUNDRY & ABRASIVE CO OREGON MAINLINE PAVING OREGON NURSES ASSOCIATION OREGON TRANSFER OREGON TRANSFER CO PENDLETON SANITARY SERVIC PERFECT FIT-MCDONALD INC PORTLAND BEVERAGE CO PORTLAND HOSPITAL SERVICE PRAXAIR INCORPORATED PRIDE DISPOSAL COMPANY PURINA ANIMAL NUTRITION RECOLOGY WESTERN OREGON REDDAWAY TRUCK LINE INC RESOURCE MGMT SERVICE RIVERSIDE READY MIX RIVERVIEW ABBEY ROGERS ADMINISTRATION INC ROSSMAN SANITARY SERVICES RUAN TRANSPORT CORP SAFEWAY EMPLOYEE SERV CTR SALEM BRAKE & WHEEL INC SANIPAC INC SHRED NORTHWEST LLC SMART & FINAL SNELSON COMPANIES INC SPICERS PAPER INC SUNSET GARBAGE SUPERVALU PACIFIC REGION SWATCO SANITARY SERVICE SYSCO PORTLAND, INC TEAMSTER LOCAL 962 TEAMSTERS COUNCIL #37 CU TEAMSTERS DENTAL CLINIC TEAMSTERS LOCAL 162 TEAMSTERS LOCAL 223 TEAMSTERS LOCAL 305 TEAMSTERS LOCAL 324 TEAMSTERS LOCAL 483 TEAMSTERS LOCAL 58 TEAMSTERS LOCAL 81 TELEIOS INC THE HERTZ CORPORATION TILLAMOOK COUNTY TILLAMOOK COUNTY CREAMERY TOWN OF LAKEVIEW-GENERAL TOWN OF LAKEVIEW-POLICE TOYOTA LOGISTICS SERVICES TOYOTA MOTOR SALES, USA TP FREIGHT LINES INC U S TRANSFER CO INC UNITED PARCEL SERVICE UNITED PARCEL SERVICE INC UNITED STATES BAKERY UNITED WAREHOUSE UNIVAR USA INC US FOOD SERVICE VAN DUSEN BEVERAGES INC VEND WEST SERVICES INC VENTURA FOODS VENTURA FOODS, LLC VERITIV OPERATING COMPANY WAIVER OF PREMIUM WALKER GARBAGE SERV INC WASHINGTON CO DROP BOX WASTE CONNECTIONS OF OR WASTE CONNECTIONS OF WA WASTE MANAGEMENT WASTE MANAGEMENT OF OR WESTCO PRODUCTS COMPANY WESTFARM FOOD (DARIGOLD) WESTFARM FOODS (DARIGOLD) WILHELM TRUCKING WILLIAM C EARHART COMPANY WILLIAMS BAKERY WINCO FOODS LLC-WOODBURN WOODLAND TRUCK LINE INC WYMORE TRANSFER CO YAMHILL COUNTY YRC INC.ExplanationTxt