2017-11-10T17:53:23-06:00 2016-12-31 522385296 LINDQUIST LLP 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 990 2016-01-01 931143759 UNITED ASSOC UNION LOC NO 290 PLUMBER STEAMFTTR & SHIPFTTR IND RET HLTH TRUST UNIT 5034862100 12205 SW TUALATIN ROAD NO 200 TUALATIN OR 97062 AL SHROPSHIRE CO-CHAIRMAN 5034862100 2017-11-10 1 JAMES N BROWNING P01451906 9252779100 66.7.226.66 2017-11-10 15:53:09 PS P 72DCDAB48BBD05C01ADC32EAF6F951C821B03640 AF0F784E429982BC93A0FAF5EDF9664BBECC31B5 2016 2017-02-10 21:41:12Z AL SHROPSHIRE 20210 SW TETON ROAD TUALATIN OR 97062 33749808 0 X WWW.UA290BENEFITS.ORG X 1993 OR TO PROVIDE RETIREE HEALTH BENEFITS TO PARTICIPANTS. 8 0 0 0 0 0 0 0 7587806 9982612 3122061 2851618 0 0 10709867 12834230 0 0 3883528 4262007 0 0 0 0 0 532105 477989 4415633 4739996 6294234 8094234 105642550 116849852 2287219 48650 103355331 116801202 TO PROVIDE RETIREE HEALTH BENEFITS TO PARTICIPANTS. 0 0 THE PLAN PROVIDED HEALTH BENEFITS TO ELIGIBLE RETIREES AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 1 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 1 0 0 0 0 0 0 0 X 8 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ZENITH AMERICAN SOLUTIONS 5034862100 12205 SW TUALATIN ROAD SUITE 200 TUALATIN OR 97062 ED GORMLEY CO-CHAIRMAN 1.00 X 0 0 0 FRANK WALL TRUSTEE 1.00 X 0 0 0 DAN SMITH TRUSTEE 1.00 X 0 0 0 JON BERRY TRUSTEE 1.00 X 0 0 0 AL SHROPSHIRE CO-CHAIRMAN 1.00 X 0 0 0 RUSS HILL TRUSTEE 1.00 X 0 0 0 BILL MEHRENS TRUSTEE 1.00 X 0 0 0 BILL MOORE TRUSTEE 1.00 X 0 0 0 SEE SCHEDULE O FOR COMPENSATION PAID BY RELATED ORGANIZATION 0.00 X 0 1 0 0 1 0 0 0 0 0 ZENITH AMERICAN SOLUTIONS 12205 SW TUALATIN ROAD SUITE 200 TUALATIN OR 97062 CONTRACT ADMINISTRATION 105490 THE BOSTON COMPANY ASSET MANAGEMENT LLC BNY MELLON CENTER 1 BOSTON PL BOSTON MA 02108 INVESTMENT MANAGEMENT 103639 2 EMPLOYER CONTRIBUTIONS 900099 9982612 9982612 9982612 2223489 2223489 21543707 20915578 628129 628129 628129 12834230 9982612 0 2851618 4262007 105490 18257 20425 299841 5000 16112 12864 4739996 1699791 424391 5908289 9684255 951958 1003290 6948 6020 85805307 93279814 11270257 12452082 105642550 116849852 38885 42231 2248334 6419 2287219 48650 X 0 0 0 0 103355331 116801202 103355331 116801202 105642550 116849852 8094234 5351637 0 X X 0 1 X 1 0 0 WESTERN ASSET US CORE PL 8773493 F MESIROW REAL ESTATE VALUE FUND 1255647 F MESIROW REAL ESTATE II, LP 2422942 F 12452082 DUE TO BROKER 6419 6419 X 17886026 5351637 5351637 12534389 299841 299841 12834230 4440155 0 4440155 299841 299841 4739996 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. 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. 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. 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS 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