2025-10-28T17:21:48-05:00 2024-12-31 MILLER KAPLAN ARASE LLP 595 MARKET ST STE 920 SAN FRANCISCO CA 941052814 990 2024-01-01 942784001 OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND % ZENITH AMERICAN SOLUTIONS OPER 5106718800 1141 HARBOR BAY PKWY STE 100 ALAMEDA CA 94502 DAN REDING CO-CHAIRMAN 5106718800 2025-10-24 true true Jesse Ward P02011441 4159563600 2024 2025-03-06 01:10:19Z DAN REDING 1141 HARBOR BAY PKWY STE 100 ALAMEDA CA 94502 887257308 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. 23 0 0 0 0 0 0 0 305618719 310791847 33044245 19501846 371252 334985 339034216 330628678 0 0 278116675 378040073 31392 42014 0 0 0 12003748 13586274 290151815 391668361 48882401 -61039683 805216624 822213394 253322063 307103154 551894561 515110240 X 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 23 0 false false false false false false false true false false false true true true true true true false X ZENITH AMERICAN SOLUTIONS 5106718800 595 MARKET ST STE 920 SAN FRANCISCO CA 94105 X KEVIN J ALBANESE TRUSTEE 5.0 0.0 X 0 0 0 FG CROSTHWAITE TRUSTEE(FORMER) 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 48.0 X 0 0 0 BRUCE NOEL TRUSTEE 5.0 48.0 X 0 0 0 DAN REDING CO-CHAIRMAN 5.0 48.0 X 0 0 0 JIM JACOBS TRUSTEE 5.0 48.0 X 0 0 0 NATE TUCKER TRUSTEE 5.0 48.0 X 0 0 0 MICHAEL BATTAINI TRUSTEE 5.0 0.0 X 0 0 0 CHARLIE WARREN TRUSTEE 5.0 48.0 X 0 0 0 DAVID STANTON TRUSTEE 5.0 0.0 X 0 0 0 DAVID HARRISON TRUSTEE 5.0 48.0 X 0 0 0 PATTY DUTRA BRUCE trustee 5.0 0.0 X 0 0 0 FRANK WILLIAMS TRUSTEE(FORMER) 5.0 0.0 X 0 0 0 GARRET UPDIKE TRUSTEE(FORMER) 5.0 0.0 X 0 0 0 BRANDON DEW TRUSTEE 5.0 48.0 X 0 0 0 CHARLES LAVERY TRUSTEE 5.0 48.0 X 0 0 0 JOHN RECTOR TRUSTEE 5.0 48.0 X 0 0 0 JENNA CARLSON TRUSTEE 5.0 0.0 X 0 0 0 JEFF COCHRAN TRUSTEE 5.0 0.0 X 0 0 0 KURTIS FRAILEY TRUSTEE 5.0 0.0 X 0 0 0 DEAN FADEFF TRUSTEE 5.0 48.0 X 0 0 0 0 0 0 0 false false false THE SEGAL COMPANY INC 100 MONTGOMERY ST 5TH FL STE 500 SAN FRANCISCO CA 94104 CONSULTING 402843 CHARTWELL INVESTMENT PARTNERS 1235 WESTLAKES DR STE 400 BERWYN PA 19312 INVESTMENT MGMT 762755 ZENITH AMERICAN SOLUTIONS 1141 HARBOR BAY PKWY STE 100 ALAMEDA CA 94502 CONTRACT ADMIN. 5742358 OPTUM RX 2300 MAIN ST IRVINE CA 92614 PRESCRIPTION ADMIN 660781 MEDEXPERT 1300 HANCOCK ST REDWOOD CITY CA 94063 MEDICAL CONSULTING 461888 5 0 EMPLOYER CONTRIBUTIONS 900099 309642474 309642474 PARTICIPANT CONTRIBUTIONS 900099 1149373 1149373 310791847 25785829 25785829 0 0 0 0 0 550344647 556628630 -6283983 -6283983 -6283983 0 0 0 0 0 0 0 0 0 LIQUIDATED DAMAGES 900099 334985 334985 334985 330628678 311126832 19501846 0 0 0 378040073 0 0 0 0 0 42014 5742358 146973 116950 0 0 1491169 545643 0 279789 0 0 0 0 0 29379 0 0 0 69272 MPSA INC. ADMIN FEES 2235259 PROVIDER ADMINISTRATION FEES 2650392 TPL RECOVERY FEES 183694 PCORI FEES 95396 391668361 X 0 0 68200509 44674600 0 0 53219614 48140136 0 0 0 0 0 0 0 0 5495 36413 0 0 515131667 549098913 168277339 179881332 0 0 0 0 382000 382000 805216624 822213394 1256747 646773 0 0 0 0 0 0 0 0 0 0 0 0 0 0 252065316 306456381 253322063 307103154 X 0 0 0 0 551894561 515110240 551894561 515110240 805216624 822213394 -61039683 24255362 X false true X true LIMITED PARTNERSHIPS 102848684 F COMMON/COLLECTIVE TRUST 77032648 F 179881332 0 BENEFIT OBLIGATIONS 306354866 DUE TO OTHER TRUSTS, NET 101515 306456381 X 354884040 24255362 24255362 330628678 330628678 337370172 337370172 54298189 54298189 391668361 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 3000 CLAYTON RD CONCORD CA 94519 940577785 LABOR UNION CA 501(C)(5) NA false MULTI-PLAN SERVICE AGENCY INC 1141 HARBOR BAY PKWY STE 100 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 PARTS II, III AND IV: The filing organization provides health and welfare benefits to eligible participants and their dependents. The administrative office maintains a database of the contributing employers and sponsoring organizations, including names, addresses and other contact information. The administrative office does not maintain the federal tax classification of each employer. Please contact the administrative office if you have any questions.