UNITED ASSOCIATION PLUMBER STMFTR & SHPFTR INDSTRY RETIREE HEALTH TR: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- UNITED ASSOCIATION PLUMBER STMFTR & SHPFTR INDSTRY RETIREE HEALTH TR (EIN 93-1143759)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-10
- IRS object ID
- 201723149349304102
- Schema version
- 2016v3.0
- 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 | 2017-11-10T17:53:23-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 522385296 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDQUIST LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 EXECUTIVE PARKWAY SUITE 400 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94583 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931143759 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED ASSOC UNION LOC NO 290 PLUMBER | BusinessNameLine1Txt |
| Business Name Line2 | STEAMFTTR & SHIPFTTR IND RET HLTH TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 5034862100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12205 SW TUALATIN ROAD NO 200 | AddressLine1Txt |
| City | TUALATIN | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AL SHROPSHIRE | PersonNm |
| Person Title | CO-CHAIRMAN | PersonTitleTxt |
| Phone | 5034862100 | PhoneNum |
| Signature | 2017-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES N BROWNING | PreparerPersonNm |
| PTIN | P01451906 | PTIN |
| Phone | 9252779100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.7.226.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-10 | IPDt |
| IP Tm | 15:53:09 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 72DCDAB48BBD05C01ADC32EAF6F951C821B03640 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AF0F784E429982BC93A0FAF5EDF9664BBECC31B5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | AL SHROPSHIRE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20210 SW TETON ROAD | AddressLine1Txt |
| City | TUALATIN | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $33,749,808 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.UA290BENEFITS.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE RETIREE HEALTH BENEFITS TO PARTICIPANTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,587,806 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,982,612 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,122,061 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,851,618 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $10,709,867 | PYTotalRevenueAmt |
| CY Total Revenue | $12,834,230 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $3,883,528 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $4,262,007 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $532,105 | PYOtherExpensesAmt |
| CY Other Expenses | $477,989 | CYOtherExpensesAmt |
| PY Total Expenses | $4,415,633 | PYTotalExpensesAmt |
| CY Total Expenses | $4,739,996 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,294,234 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,094,234 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $105,642,550 | TotalAssetsBOYAmt |
| Total Assets EOY | $116,849,852 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,287,219 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $48,650 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $103,355,331 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $116,801,202 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE RETIREE HEALTH BENEFITS TO PARTICIPANTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE PLAN PROVIDED HEALTH BENEFITS TO ELIGIBLE RETIREES AND THEIR DEPENDENTS. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZENITH AMERICAN SOLUTIONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5034862100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12205 SW TUALATIN ROAD SUITE 200 | AddressLine1Txt |
| City | TUALATIN | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97062 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| ED GORMLEY | |||||
| CO-CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 |
| FRANK WALL | |||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| DAN SMITH | |||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| JON BERRY | |||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| AL SHROPSHIRE | |||||
| CO-CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 |
| RUSS HILL | |||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| BILL MEHRENS | |||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| BILL MOORE | |||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| SEE SCHEDULE O FOR COMPENSATION | |||||
| PAID BY RELATED ORGANIZATION | 0.00 | Yes (X) | $0 | $1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | |||||
| 12205 SW TUALATIN ROAD SUITE 200 | TUALATIN | OR | 97062 | CONTRACT ADMINISTRATION | $105,490 |
| THE BOSTON COMPANY ASSET MANAGEMENT LLC | |||||
| BNY MELLON CENTER 1 BOSTON PL | BOSTON | MA | 02108 | INVESTMENT MANAGEMENT | $103,639 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EMPLOYER CONTRIBUTIONS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $9,982,612 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,982,612 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,982,612 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,223,489 | TotalRevenueColumnAmt |
| Exclusion | $2,223,489 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,543,707 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,915,578 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $628,129 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $628,129 | TotalRevenueColumnAmt |
| Exclusion | $628,129 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,834,230 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,982,612 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,851,618 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,262,007 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,490 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,257 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,425 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,841 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,000 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,112 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,864 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,739,996 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,699,791 | BOYAmt |
| EOY | $424,391 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,908,289 | BOYAmt |
| EOY | $9,684,255 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $951,958 | BOYAmt |
| EOY | $1,003,290 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,948 | BOYAmt |
| EOY | $6,020 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,805,307 | BOYAmt |
| EOY | $93,279,814 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,270,257 | BOYAmt |
| EOY | $12,452,082 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,642,550 | BOYAmt |
| EOY | $116,849,852 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,885 | BOYAmt |
| EOY | $42,231 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,248,334 | BOYAmt |
| EOY | $6,419 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,287,219 | BOYAmt |
| EOY | $48,650 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,355,331 | BOYAmt |
| EOY | $116,801,202 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,355,331 | BOYAmt |
| EOY | $116,801,202 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,642,550 | BOYAmt |
| EOY | $116,849,852 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $8,094,234 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,351,637 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| WESTERN ASSET US CORE PL | $8,773,493 | F |
| MESIROW REAL ESTATE VALUE FUND | $1,255,647 | F |
| MESIROW REAL ESTATE II, LP | $2,422,942 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $12,452,082 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO BROKER | Desc |
| Amt | $6,419 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,419 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $17,886,026 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,351,637 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $5,351,637 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,534,389 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $299,841 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $299,841 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,834,230 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,440,155 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,440,155 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $299,841 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $299,841 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,739,996 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2016, 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 2013. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE PLAN HAS CONTRACTED WITH ZENITH AMERICAN SOLUTIONS TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE ORGANIZATION'S FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE GOVERNING BODY OF THE ORGANIZATION PRIOR TO ITS FILING WITH THE IRS. ALSO, THE ORGANIZATION'S ATTORNEY AND THE CHAIRMAN OF THE BOARD OF TRUSTEES READ THE FORM 990 FOR COMPLETENESS AND ACCURACY, PRIOR TO FILING THE FORM WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION ADOPTED THEIR CONFLICT OF INTEREST POLICY DURING MARCH 2009. THE POLICY COVERS ALL TRUSTEES AND SERVICE PROVIDERS. THE POLICY PROVIDES FOR AN ANNUAL REVIEW OF PARTY-IN-INTEREST TRANSACTIONS; THE ADMINISTRATOR AND LEGAL COUNSEL ARE TO DISTRIBUTE PARTY-IN-INTEREST INQUIRIES AND REVIEW RESPONSES TO THE INQUIRIES. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| UA UNION LO 290 PLUMBERSTEAMFTTR & SHIPFTTER IND401K PLAN | |||||||||
| 12205 SW TUALATIN RD SUITE 200 | TUALATIN | OR | 97062 | 931143757 | TO PROVIDE RETIREMENT BENEFITS TO PARTICIPATING MEMBERS. | OR | 501(A) | N/A | 0 |
| UA UNION LO 290 PLUMBERSTEAMFTTR & SHIPFTTR INDPENSION PLAN | |||||||||
| 12205 SW TUALATIN RD SUITE 200 | TUALATIN | OR | 97062 | 936021114 | TO PROVIDE PENSION BENEFITS TO ELIGIBLE PARTICIPANTS. | OR | 501(A) | N/A | 0 |
| UA UNION LO 290 PLUMBERSTEAMFTTR & SHIPFTTR INDH&W PLAN | |||||||||
| 12205 SW TUALATIN RD SUITE 200 | TUALATIN | OR | 97062 | 936021113 | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. | OR | 501(C)(9) | N/A | 0 |
| UA UNION LO 290 PLUMBERSTEAMFTTR & SHIPFTTR INDEDSCHVACA | |||||||||
| 12205 SW TUALATIN RD SUITE 200 | TUALATIN | OR | 97062 | 931255764 | TO PROVIDE EDUC. REIMB., VACATION & SCHOLARSHIP BENEFITS TO PARTICIPANTS. | OR | 501(C)(9) | N/A | 0 |
| UNITED ASSOCIATION OF JOURNEYMEN & 290 LOCAL | |||||||||
| 20210 SW TETON AVE | TUALATIN | OR | 97062 | 930895184 | LABOR ORGANIZATION | OR | 501(C)(5) | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS | FormAndLineReferenceDesc |
| Explanation | 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, 2016 THERE ARE APPROXIMATELY 179 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 PART II THROUGH IV BY FEDERAL TAX CLASSIFICATION. A & A DRILLING A.P.C.C.O. ACCURATE CONCRETE CUTTING, ADVANCED PNEUMATIC TUBES ADVANCED TECHNOLOGY GROUP AIR PRIDE INC. ALLIANT SYSTEMS LLC ALLSTARS PLUMBING AND ROOTER ALPINE BUILDING SERVICES I APOLLO MECHANICAL CONT ARCTIC SHEET METAL AUBURN MECHANICAL AUGUST WINTER & SONS, INC. BARRY SMITH CONSTRUCTION BASELINE INDUSTRIAL BEAVER CONCRETE CUTTING BEDROCK CONCRETE CUTTING I BEND WELDING & TRUCK, LLC BILL BAILEY PLUMBING BLUE WATER PLBG. & WATER TREATMENT BMWC CONSTRUCTORS, INC BOHEMIA PLUMBING AND CONST BOILER & COMBUSTION SERVIC BROTHERS PIPELINE CORP BROTHERS PLUMBING, LLC BRYAN MEARS PLUMBING BUILDING ENERGY LLC.COM BURCH CONSTRUCTION C.J. HANSEN CO, INC. CALEDONIA PLUMBING CARD PLUMBING AND HEATING CARR ELECTRICAL TECH. INC. CARRIER BUILDING SERVICES CASCADE ENERGY SOLUTIONS, CASCADE GENERAL INC CASCADE HYDRO AIR OF OREGO CBRE CENTRAL WASHINGTON REFRIGE CHAMBERS PLUMBING & HEATIN CHANDLER PLBG, HTG & REFRI CHARTER MECHANICAL CHINOOK MECHANICAL, LLC CHINOOK PLUMBING AND HEATI CHRISTENSON ELECTRIC, INC COMMERCIAL REFRIGERATION CONSTRUCTION SOLUTIONS, IN CONTROL CONTRACTORS, INC COUNTRY PLUMBING, INC. CRAIG ANDERSON PLUMBING IN CROREY MECHANICAL ENGNR. & CROWN PLUMBING, INC D & F PLUMBING DAIKIN APPLIED DELTA CONNECTS DEMAND PLUMBING, LLC DETEMPLE COMPANY INC DEVCO MECHANICAL DR. HVAC, INC. EAGLE LAKE PLUMBING ENVIRONMENTAL CONTROL CORP F M SHEET METAL FINISH LINE CONCRETE CUTTI FUITEN'S PLUMBING & HEATIN G FAB, INC. GEORGE MORLAN PLUMBING GERAGHTY PLUMBING & MECH, LLC GORMLEY PLUMBING AND HEATI GVA NORTHWEST, LLC HARDER MECHANICAL CONTRACT HARVEY & PRICE COMPANY HEINZ MECHANICAL, INC. HMS COMMERCIAL SERVICE, INC HOFFMAN MECHANICAL HOOD RIVER PLUMB AND HEAT HOODLAND PLUMBING, INC HYBRID TECH IDEAL PLUMBING CO INNER CITY PLUMBING J H KELLY J P PLUMBING CO INC JAY JAY'S PLUMBING INC JOHN BURGER HEATING & AC JOHNSON CONTROLS JONES PLUMBING & HEATING JR MERIT, INC K2 MECHANICAL, INC KAUFMANN PLUMBING AND MECH KENNY PLUMBING CO KEY MECHANICAL OF WASHINGT KINETIC SYSTEMS, INC KIRK ERECTORS, INC LILJA CORPORATION LITCH PLUMBING, INC. LONG BUILDING TECHNOLOGIES, INC LOY CLARK PIPELINE LP & H CONSTRUCTION LYNCH MECH CONST LLC M P P PIPING INC MACDONALD-MILLER FACILITY MACKIN & LITTLE, INC MAPLESERVICE MCKINSTRY CO MEDFORD MECHANICAL INC MEI SPECIALTY MACHINERY MOVING METRO MECHANICAL SYSTEMS, LLC MICHELS CORPORATION MILWAUKIE HEATING & COOLIN MISSION PLUMBING SERVICES MORGAN MILLWRIGHT & MECH S MURRAY COMPANY NESS & CAMPBELL CRANE, INC 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 C 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 & MECH CONTRACTOR PLUMBING & MECHANICAL CONT PORT OF VANCOUVER USA PORTLAND SERVICE PLUMBING POWER PLUMBING CO PROCESS PIPING FABRICATION PROFESSIONAL MECHANICAL IN PROMETERS, INC. PURE COMMERCIAL PLUMBING REFRIGERATION UNLIMITED, INC. ROCKY'S MECHANICAL SERVICE ROSENDIN ELECTRIC, INC. S F S, INC S-2 INDUSTRIAL SANDPIPER PLUMBING SHERRELL PLUMBING & CONST SIEMENS INDUSTRIES SKYLINE PLUMBING, LLC SNELSON COMPANIES, INC SOUTHLAND INDUSTRIES STACEY PLUMBING & MECH STAINLESS SPECIALISTS STEVE'S PLUMBING STIRRETT-JOHNSEN, INC. TABLE ROCK MECHANICAL TEMP-CONTROL MECH SERVICE TEMP-CONTROL MECHANICAL CO THERMOPOWER INDUSTRIES INC TI TECH LLC TIMBER VALLEY PLUMBING TITTEL ENTERPRISES, INC. TOTAL FACILITY SOLUTIONS, INC TOTAL MECHANICAL INC TRANE - SEATTLE, WA TRANE OREGON TRANSLOGIC CORPORATION 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 WEST COAST MECHANICAL CONT ENVISE PRACTICAL PLUMBING CFM / V R TESCO | ExplanationTxt |