2018-03-19T14:51:03-05:00 2017-08-31 510435869 Needles & Associates LLC 350 Interlocken Blvd STE 360 Broomfield CO 80021 990 2016-09-01 237036156 Operating Engineers HW Fund for Colorado Trust Fund for Colorado OPER 3034301118 5511 W 56th Ave No 250 Arvada CO 80002 Kathy Innes Chairperson 3034301118 2018-03-19 1 Kurt D Needles CPA P00850236 3034304225 2018-03-19 23.24.139.241 2018-03-19 13:49:54 MD P E78C7F2926725EF4A64E180137C755E24D413C83 E78C7F2926725EF4A64E180137C755E24D413C83 2016 2021-01-29 14:40:06Z Kathy Innes 5511 W 56th Ave No 250 Arvada CO 80002 18323777 0 X N/A X 1967 CO To provide eligible participants health and welfare benefits. 6 0 0 0 0 0 0 0 13160909 14273161 860474 520661 118398 520299 14139781 15314121 0 0 13687170 13603575 0 0 0 0 0 1118729 1171219 14805899 14774794 -666118 539327 19414517 21402116 7242097 8354351 12172420 13047765 To provide eligible participants health and welfare benefits. 0 0 To provide eligible participants health and welfare benefits. 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 X 6 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 0 0 0 X Board of Trustees 3034301118 5511 W 56th Ave Arvada CO 81626 X Kathy Innes Chairperson 1.00 X 0 0 0 Jerry Dorn Co-Chairman 1.00 X 0 0 0 Ken Price Trustee 1.00 X 0 0 0 Bryan Corley Treasurer 1.00 X 0 0 0 Jason Thomas Secretary 1.00 X 0 0 0 George Fields Trustee 1.00 X 0 0 0 0 0 0 0 0 0 0 Zenith American Solutions 5511 W 56th Ave Arvada CO 80002 Administrative 363082 CIGNA 1111 Market St Chattanooga TN 37402 PPO Access / Admin 294566 2 Employer Contributions 525100 13873526 13873526 Self Pay Contributions 525100 399635 399635 14273161 406836 406836 3123481 3009656 113825 113825 113825 Prescription rebates 525100 498215 498215 Liquidated Damages 525100 22084 22084 520299 15314121 14793460 0 520661 13603575 363082 81155 33293 97574 430379 63302 7978 19751 Transitional reinsuranc 67879 Misc. 6826 14774794 -666867 -351513 3102795 2210549 1408510 1605577 17880 17959 15552199 17919544 19414517 21402116 66007 78098 7176090 8276253 7242097 8354351 X 12172420 13047765 12172420 13047765 19414517 21402116 539327 336018 0 X 0 1 X 1 0 0 Claims Payable 164559 Claims IBNR 3158329 Hour Bank Liability 4953365 8276253 X 15650139 336018 336018 15314121 0 15314121 13674632 -1100162 -1100162 14774794 0 14774794 Part X, Line 2: The Trust established under the Fund to hold the Fund's assets is qualified under Section 501(c)(9) of the Internal Revenue Code, and, accordingly, the Trust's net investment income is exempt from income taxes. The Fund has obtained a favorable tax determination letter. The Fund has been amended since receiving the determination letter. Management evaluated the Plan's tax positions and concluded that the Plan had maintained its tax-exempt status and had taken no uncertain tax positions that required adjustments to the financial statements. Part XII, Line 2d - Other Adjustments: Change in benefit obligations -1,100,162. Form 990, Part VI, Section B, line 11b A copy of the Form 990 was provided to the Board of Trustees for their review. Form 990, Part VI, Section B, line 12c The Trustees review and assess in all meetings. Form 990, Part VI, Section C, line 19 All governing documents are available to the public upon request. Operating Engineers Local Union #9 990 Kalamath Street Denver CO 80204 840235475 Union CO 501c5 0 Operating Engineers Apprenticeship 990 Kalamath Street Denver CO 80204 846051394 Training CO 501c3 0 Info for Schedule R Part III & V is maintained by the Fund administrator N/A NA CO 80002 000000000 N/A CO 0 0 Info for Schedule R Part III & V is maintained by the Fund administrator N/A NA CO 80002 000000000 N/A CO 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Operating Engineers Local Union #9 P 2678