HARRISON ELECTRICAL WORKERS TRUST FUND: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HARRISON ELECTRICAL WORKERS TRUST FUND (EIN 93-6023048)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-12
- IRS object ID
- 201832859349301623
- Schema version
- 2017v2.3
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-12T18:10:01-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 931015766 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BJORKLUND & MONTPLAISIR CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9020 SW WASHINGTON SQ RD SUITE 46 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 936023048 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRISON ELECTRICAL WORKERS TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 5032240048 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5331 SW MACADAM AVE STE 258 PMB 116 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972393871 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY GAUTHIER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5032240048 | PhoneNum |
| Signature | 2018-10-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD A LAYNE | PreparerPersonNm |
| PTIN | P00359754 | PTIN |
| Phone | 5036436400 | PhoneNum |
| Preparation | 2018-10-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.203.59.35 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-12 | IPDt |
| IP Tm | 20:10:01 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DB4B1E074543423735CD570429D626CC3B6B6E83 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DB4B1E074543423735CD570429D626CC3B6B6E83 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | TIMOTHY GAUTHIER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 NE EVERETT | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97232 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $178,595,026 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.HARRISON.BENESYS.COM | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 2 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $100,889,075 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $112,286,196 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,046,288 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,435,772 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,219 | PYOtherRevenueAmt |
| CY Other Revenue | $789 | CYOtherRevenueAmt |
| PY Total Revenue | $106,936,582 | PYTotalRevenueAmt |
| CY Total Revenue | $122,722,757 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $97,794,299 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $103,588,137 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,496,177 | PYOtherExpensesAmt |
| CY Other Expenses | $3,538,989 | CYOtherExpensesAmt |
| PY Total Expenses | $101,290,476 | PYTotalExpensesAmt |
| CY Total Expenses | $107,127,126 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,646,106 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $15,595,631 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $194,551,902 | TotalAssetsBOYAmt |
| Total Assets EOY | $226,928,945 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $55,183,490 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $59,893,019 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $139,368,412 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $167,035,926 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $107,127,126 | ExpenseAmt |
| Desc | PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THIER ELIGIBLE DEPENDENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THIER ELIGIBLE DEPENDENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $107,127,126 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 2 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENESYS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5032240048 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5331 SW MACADAM AVE STE 258 PMB 116 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972393871 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (2 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| TIMOTHY GAUTHIER | ||||||
| TRUSTEE | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GARY YOUNG | ||||||
| TRUSTEE | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BENESYS INC | |||||
| 1220 SW MORRISON SUITE 300 | PORTLAND | OR | 972052222 | CONTRACT ADMIN | $2,526,607 |
| FERGUSON & WELLMAN | |||||
| 888 SW FIFTH AVENUE SUITE 1200 | PORTLAND | OR | 97204 | INVESTMENT MGMT | $411,282 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| EMPLOYER CONTRIBUTIONS | $107,579,736 | $107,579,736 |
| PARTICIPANTS CONTRIBUTIONS | $4,706,460 | $4,706,460 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $112,286,196 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,118,916 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,118,916 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $61,189,125 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $55,872,269 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,316,856 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,316,856 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,316,856 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LITIGATION PROCEEDS | Desc |
| Total Revenue Column | $789 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $789 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $789 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $122,722,757 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $122,722,757 | RelatedOrExemptFuncIncomeAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,588,137 | TotalAmt |
| Program Services | $103,588,137 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,063 | TotalAmt |
| Program Services | $47,063 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,800 | TotalAmt |
| Program Services | $33,800 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,825 | TotalAmt |
| Program Services | $14,825 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| ADMINISTRATION FEE | $1,655,642 | $1,655,642 |
| INVESTMENT FEES | $446,001 | $446,001 |
| ADMINISTRATIVE-FLEX PLAN | $395,010 | $395,010 |
| ADMINISTRATIVE-RETIRED PL | $246,684 | $246,684 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $699,964 | TotalAmt |
| Program Services | $699,964 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,127,126 | TotalAmt |
| Program Services | $107,127,126 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,103,825 | BOYAmt |
| EOY | $7,865,800 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,147,046 | BOYAmt |
| EOY | $2,690,678 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,586,284 | BOYAmt |
| EOY | $11,904,739 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,014 | BOYAmt |
| EOY | $174,686 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,676,733 | BOYAmt |
| EOY | $204,293,042 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,551,902 | BOYAmt |
| EOY | $226,928,945 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $765,316 | BOYAmt |
| EOY | $1,410,317 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,418,174 | BOYAmt |
| EOY | $58,482,702 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,183,490 | BOYAmt |
| EOY | $59,893,019 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,368,412 | BOYAmt |
| EOY | $167,035,926 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,368,412 | BOYAmt |
| EOY | $167,035,926 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,551,902 | BOYAmt |
| EOY | $226,928,945 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $15,595,631 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $12,071,883 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCUMULATED ELIGIBILITY CREDIT | $38,400,000 |
| INCURRED CLAIMS | $14,500,000 |
| PREMIUMS PAYABLE | $5,582,702 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $58,482,702 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $134,348,639 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $12,071,883 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $12,071,883 | RevenueNotReportedAmt |
| Revenue Subtotal | $122,276,756 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $446,001 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $446,001 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $122,722,757 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $102,616,597 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $102,616,597 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $446,001 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $4,064,528 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $4,510,529 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $107,127,126 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 4, PART XII, LINE 4B | FormAndLineReferenceDesc |
| Explanation | CHANGE IN BENEFIT LIABILITIES 4,064,528 | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|
| T GAUTHIER OR - COLUMBIA NECA | ||
| TRUSTEE / TPA | CONTRIBUTION PROCESS | false |
| BENESYS ADMINISTRATORS | ||
| TPA | ADMINISTRATOR | false |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4D | PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THIER ELIGIBLE DEPENDENTS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | FORM 990 IS SENT TO THE GOVERNING BODY (THE BOARD OF TRUSTEES)FOR REVIEW AND APPROVAL BEFORE SIGNING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | IN THE EVENT AN INTERESTED PERSON HAS AN ACTUAL OR PROBABLE CONFLICT OF INTEREST, THE INTERESTED PERSON SHOULD DISCLOSE THAT IT EXSISTS AND ALL MATERIALS FACTS CONCERNING THE ACTUAL OR PROBABLE CONFLICT OF INTEREST TO THE TRUSTEES. IF THE DISINTERESTED TRUSTEES DETERMINE THAT AN ACTUAL OR PROBABLE CONFLICT OF INTEREST IS FOUND TO EXIST, THE TRUSTEES, AFTER EXERCISING DUE DILIGENCE, WILL TAKE ACTION BELIEVED TO BE APPROPRIATE FOR THE CIRCUMSTANCES. |
| FORM 990, PAGE 6, PART VI, LINE 15A | NONE OF THE BOARD OF TRUSTEES ARE COMPENSATED. HOWEVER, THE PLAN'S PROFESSIONAL SERVICE PROVIDERS' COMPENSATION FOR SERVICES RENDERED IS REVIEWED BY THE BOARD OF TRUSTEES AFTER DISCUSSION WITH LEGAL COUNSEL AND OTHER PLAN CONSULTANTS. |
| FORM 990, PAGE 6, PART VI, LINE 15B | SEE COMMENT ABOVE RELATING TO FORM 990, PART VI, LINE 15A |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990 IS AVAILABLE TO THE PUBLIC ON GUIDESTAR.ORG. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (15 entries)
| Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|
| CENTRAL TRAINING TRUST JATC | |
| N/A | false |
| CRATER LAKE TRAINING TRUST JATC | |
| N/A | false |
| IBEW | |
| N/A | false |
| IBEW SJ CASCADE FEDERAL CREDIT UN | |
| N/A | false |
| IBEW 280 | |
| N/A | false |
| IBEW 48 | |
| N/A | false |
| IBEW 932 | |
| N/A | false |
| IBEW FEDERAL CREDIT UNION | |
| N/A | false |
| LOCAL UNION 280 LMCC | |
| N/A | false |
| LOCAL UNION 659 LMCC | |
| N/A | false |
| NECA-IBEW ELECTRICAL TRAINING CENTE | |
| N/A | false |
| OREGON AFL-CIO | |
| N/A | false |
| PORT OF PORTLAND | |
| N/A | false |
| PORT OF VANCOUVER | |
| N/A | false |
| SOUTHWESTERN OR TRAINING TRUST | |
| N/A | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (21 entries)
| Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|
| 4GEN ELECTRIC LLC | ||
| N/A | false | false |
| ABC ELECTRIC | ||
| N/A | false | false |
| ABIQUA ELECTRIC LLC | ||
| N/A | false | false |
| ALAMEDA ELECTRIC LLC | ||
| N/A | false | false |
| BURKE ELECTRIC | ||
| N/A | false | false |
| CAMP CREEK ELECTRIC LLC | ||
| N/A | false | false |
| COOPER ELECTRIC | ||
| N/A | false | false |
| DIRECT ELECTRICAL CONTRACTORS LLC | ||
| N/A | false | false |
| FISHBACK ELECTRIC LLC | ||
| N/A | false | false |
| J H HERRLE & ASSOCIATES | ||
| N/A | false | false |
| J H KELLY LLC | ||
| N/A | false | false |
| LIBERTY ELECTRIC LLC | ||
| N/A | false | false |
| MCKINSTRY CO LLC | ||
| N/A | false | false |
| MCKINSTRY ELECTRICAL LLC | ||
| N/A | false | false |
| PEAK ELECTRIC GROUP LLC | ||
| N/A | false | false |
| POLARIS ELECTRIC LLC | ||
| N/A | false | false |
| THE FIBER GUYS LLC | ||
| N/A | false | false |
| TOM'S ELECTRIC LLC | ||
| N/A | false | false |
| VIGOR FAB LLC | ||
| N/A | false | false |
| WILLPOWER ELECTRIC LLC | ||
| N/A | false | false |
| WIREMAP SYSTEMS LLC | ||
| N/A | false | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (180 entries)
| Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|
| 360 ELECTRIC | |
| N/A | false |
| A&J ELECTRIC INC | |
| N/A | false |
| AB ELECTRIC CO | |
| N/A | false |
| A ELECTRICAL SERVICES INC | |
| N/A | false |
| ABOVEBOARD ELECTRIC INC | |
| N/A | false |
| ACCURATE ELECTRIC OF OREGON INC | |
| N/A | false |
| ACCURATE ELECTRIC UNLIMITED | |
| N/A | false |
| AFFORDABLE ELECTRIC INC | |
| N/A | false |
| AMG FIBER OPTIC TECHNOLOGIES INC | |
| N/A | false |
| ASPEN RIDGE ELECTRIC | |
| N/A | false |
| ASSA ABLOY ENTRANCE SYSTEMS US INC | |
| N/A | false |
| ATLAS ELECTRICAL CONTRACTORS | |
| N/A | false |
| AZTEC ELECTRICAL | |
| N/A | false |
| BADGER ELECTRIC INC | |
| N/A | false |
| BAI ENVIRONMENTAL SERVICES | |
| N/A | false |
| BENTON ELECTRIC INC | |
| N/A | false |
| BEST ELECTRICAL | |
| N/A | false |
| BOGH ELECTRIC | |
| N/A | false |
| BRIGHT SIDE ELEC & LIGHTI | |
| N/A | false |
| BULLERT INDUSTRIAL ELECTRIC | |
| N/A | false |
| BUSACK ELECTRIC | |
| N/A | false |
| CACHE VALLEY ELECTRIC | |
| N/A | false |
| CALZADA ELECTRIC INC | |
| N/A | false |
| CANNON BEACH ELECTRIC CO | |
| N/A | false |
| CAPITOL DATA & COMMUNICATIONS INC | |
| N/A | false |
| CAPITOL ELECTRIC CO INC | |
| N/A | false |
| CARLILE INC | |
| N/A | false |
| CARR ELECTRICAL TECHNOLOGY | |
| N/A | false |
| CHERRY CITY ELECTRIC | |
| N/A | false |
| CHILSON ELECTRIC INC | |
| N/A | false |
| CHRISTENSON ELECTRIC COMPANY | |
| N/A | false |
| CLATSOP ELECTRIC INC | |
| N/A | false |
| COCHRAN ELECTRIC CO INC | |
| N/A | false |
| CODE ELECTRIC INC | |
| N/A | false |
| COLUMBIA RIVER ELECTRIC MAINT | |
| N/A | false |
| COLVICO INC | |
| N/A | false |
| COMMUNICATION ENERGY TECH SOLUTIONS | |
| N/A | false |
| COMMUNICATION TECHNOLOGY SERVICES | |
| N/A | false |
| CONNECTIONS ELECTRIC INC | |
| N/A | false |
| COSCO FIRE PROTECTION | |
| N/A | false |
| CRAFTSMAN ELECTRIC INC | |
| N/A | false |
| CROWN VOLTAGE INC | |
| N/A | false |
| CUPERTINO ELECTRIC INC | |
| N/A | false |
| DAN'S ELECTRIC | |
| N/A | false |
| DAVIS ELECTRIC INC | |
| N/A | false |
| DAY ELECTRIC INC | |
| N/A | false |
| DESIGN ELECTRIC INC | |
| N/A | false |
| DORMA USA INC | |
| N/A | false |
| DYNALECTRIC | |
| N/A | false |
| DYNAMIC POWER INNOVATIONS LLC | |
| N/A | false |
| E C COMPANY | |
| N/A | false |
| EAST CASCADE ELECTRIC | |
| N/A | false |
| EAST SIDE ELECTRIC | |
| N/A | false |
| ELCON CORP | |
| N/A | false |
| ELECTRI-TECH INC | |
| N/A | false |
| ENTERPRISE ELECTRIC INC | |
| N/A | false |
| ENVIRONMENTAL CONTROLS CORP | |
| N/A | false |
| FOX BUSINESS GROUP | |
| N/A | false |
| FOX ELECTRIC CO A CORP OF WASHINGTO | |
| N/A | false |
| GB MANCHESTER | |
| N/A | false |
| GEMCO ELECTRIC | |
| N/A | false |
| GENU N ELECTRICAL CONTRACTING | |
| N/A | false |
| GLOBAL ELECTRIC | |
| N/A | false |
| GREEN BOX PROPERTY CONCEPTS | |
| N/A | false |
| GREEN LIGHT ELECTRIC | |
| N/A | false |
| HEIL ELECTRIC CO | |
| N/A | false |
| HENKELS & MCCOY INC | |
| N/A | false |
| HIRE ELECTRIC INC | |
| N/A | false |
| HOLLSTROM INDUSTRIAL CONTRACTORS | |
| N/A | false |
| HOOPER ELECTRIC | |
| N/A | false |
| HORTON ELECTRIC CO | |
| N/A | false |
| HUGHES ELECTRICAL CONTRACTORS INC | |
| N/A | false |
| HUMMINGBIRD ELECTRICAL SERVICE INC | |
| N/A | false |
| HY-TECH ELECTRIC | |
| N/A | false |
| INDUSTRIAL ELECTRIC SERVICE CO | |
| N/A | false |
| INFINITY ELECTRICAL CONT INC | |
| N/A | false |
| INLAND ELECTRIC INC | |
| N/A | false |
| INTEGRATED ELECTRONIC SYSTEMS INC | |
| N/A | false |
| INTEGRITY NETWORKS | |
| N/A | false |
| INTERSTATE ELECTRIC INC | |
| N/A | false |
| JB NIBLEY INSURANCE INC | |
| N/A | false |
| JGCM INCDBA FARNHAM ELECTRIC CONST | |
| N/A | false |
| JKG ELECTRICAL CONTRACTORS | |
| N/A | false |
| JRA INC | |
| N/A | false |
| JUSTICE SYSTEMS | |
| N/A | false |
| KEY ELECTRICAL CONSTRUCTION INC | |
| N/A | false |
| KYLE ELECTRIC INC | |
| N/A | false |
| L & E ELECTRIC | |
| N/A | false |
| L R BRABHAM INC | |
| N/A | false |
| LADD ELECTRIC INC | |
| N/A | false |
| LAKE ELECTRONIC CONTRACTORS INC | |
| N/A | false |
| LOHNER ELECTRIC CO | |
| N/A | false |
| M & W ELECTRIC INC | |
| N/A | false |
| MAK ELECTRIC GROUP | |
| N/A | false |
| MARCA ELECTRIC INC | |
| N/A | false |
| MASS ELECTRIC | |
| N/A | false |
| MCCOY ELECTRIC INC | |
| N/A | false |
| MEI SPECIALTY MACHINERY MOVING LLC | |
| N/A | false |
| MERIT ELECTRIC OF SPOKANE | |
| N/A | false |
| MIAMI COVE ELECTRIC | |
| N/A | false |
| MICHELS POWER | |
| N/A | false |
| MILL PLAIN ELECTRIC INC | |
| N/A | false |
| MOFFORD ELECTRIC | |
| N/A | false |
| MONTI ELECTRIC INC | |
| N/A | false |
| MORGAN MILL WRIGHT SERVIC | |
| N/A | false |
| MR ELECTRIC OF HILLSBORO | |
| N/A | false |
| NEC NORTHWEST ELEC CONTRACTOR | |
| N/A | false |
| NELSON ELECTRIC SERVICE I | |
| N/A | false |
| NESS & CAMPBELL CRANE INC | |
| N/A | false |
| NORTHERN LIGHTS ELECTRIC | |
| N/A | false |
| NORTHSIDE ELECTRIC INC | |
| N/A | false |
| NORTHWEST DATA TECH | |
| N/A | false |
| NORTHWEST ELECTRICAL CONTRACTING IN | |
| N/A | false |
| OCHSNER ELECTRIC INC | |
| N/A | false |
| OEG INC | |
| N/A | false |
| ONE ELECTRIC | |
| N/A | false |
| ONEILL ELECTRIC INC | |
| N/A | false |
| OREGON PACIFIC-CASCADE CHAPTER NECA | |
| N/A | false |
| OREGON STATE BUILDING AND CONSTRUCT | |
| N/A | false |
| OREGON-COLUMBIA CHAPTER NECA | |
| N/A | false |
| PACIFIC ELECTRICAL CONTRACTORS | |
| N/A | false |
| PERFORMANCE SYS INTEGRATI | |
| N/A | false |
| PLATINUM ELECTRIC | |
| N/A | false |
| PORT OF LONGVIEW | |
| N/A | false |
| POWER CITY ELECTRIC INC | |
| N/A | false |
| POWER COM | |
| N/A | false |
| POWER PLUS ELECTRIC | |
| N/A | false |
| POWER TECHNOLOGY INC | |
| N/A | false |
| PREMIER ELECTRIC INC | |
| N/A | false |
| PROFESSIONAL ELECTRICAL SYSTEMS | |
| N/A | false |
| R P ELECTRIC | |
| N/A | false |
| RG SMITH ELECTRICAL CONTRACTING | |
| N/A | false |
| RED'S ELECTRIC CO INC | |
| N/A | false |
| REESE ELECTRIC | |
| N/A | false |
| RELIANT ELECTRIC OF OREGON | |
| N/A | false |
| RENAUD ELECTRIC CO INC | |
| N/A | false |
| RJ RAMOS ENTERPRISES INC | |
| N/A | false |
| ROBERT LLOYD SHEET METAL INC | |
| N/A | false |
| ROSENDIN ELECTRIC | |
| N/A | false |
| ROUTE 26 FIBER INC | |
| N/A | false |
| S & S ELECTRICAL CONTRACTORS LLC | |
| N/A | false |
| SALEM FIRE ALARM INC | |
| N/A | false |
| SANTIAM ELECTRIC INC | |
| N/A | false |
| SARE ELECTRIC | |
| N/A | false |
| SCHMITT ELECTRIC INC | |
| N/A | false |
| SCOFIELD ELECTRIC | |
| N/A | false |
| SECURECOM INC | |
| N/A | false |
| SECURITY CONNECTIONS PLUS | |
| N/A | false |
| SHAW WEST CO | |
| N/A | false |
| SIGNAL CONSTRUCTION GROUP | |
| N/A | false |
| SIMS ELECTRIC INC | |
| N/A | false |
| SQUIRES ELECTRIC INC | |
| N/A | false |
| STEPHENS ELECTRICAL INC | |
| N/A | false |
| STONER ELECTRIC GROUP INC | |
| N/A | false |
| STURGEON ELECTRIC CO | |
| N/A | false |
| SUMMIT LINE CONSTRUCTION | |
| N/A | false |
| SUPERIOR ELECTRIC | |
| N/A | false |
| SURVEILLANCE SYSTEMS INTEGRATION I | |
| N/A | false |
| TDS ELECTRICAL CONSTRUCTION INC | |
| N/A | false |
| TEAM ELECTRIC COMPANY | |
| N/A | false |
| THOMPSON ELECTRICAL CONSTRUCTORS | |
| N/A | false |
| THREE ROCKS ELECTRIC | |
| N/A | false |
| TICE ELECTRIC CO | |
| N/A | false |
| TRI-STAR ELEC INC | |
| N/A | false |
| TST INC | |
| N/A | false |
| TWIN ELECTRIC INC | |
| N/A | false |
| UNITED GRAIN CORP | |
| N/A | false |
| US WEST CORPORATION | |
| N/A | false |
| VETERANS ELECTRIC | |
| N/A | false |
| VIKING ELECTRIC INC | |
| N/A | false |
| WADSWORTH ELECTRIC | |
| N/A | false |
| WARD'S ELECTRICAL SERVICES LLC | |
| N/A | false |
| WASATCH ELECTRIC COMPANY | |
| N/A | false |
| WELBURN ELECTRIC INC | |
| N/A | false |
| WEST SIDE ELECTRIC | |
| N/A | false |
| WEST-COM TV INC | |
| N/A | false |
| WESTERN STATES ELECTRICAL CONSTRUCT | |
| N/A | false |
| WILSON CONSTRUCTION CO | |
| N/A | false |
| WINEMA ELECTRIC INC | |
| N/A | false |
| ZDI INC | |
| N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |