2017-11-14T20:22:05-06:00 2016-12-31 MILLER KAPLAN ARASE LLP TWO EMBARCADERO CTR STE 2280 SAN FRANCISCO CA 941113916 990 2016-01-01 941542942 OP ENG & PARTICIPATING EMP PRE-APPREN APPRENTICE & JOURNEYMAN AFFIRM ACT TRNG % ZENITH AMERICAN SOLUTIONS OPEN 5106718800 1600 HARBOR BAY PKWY STE 200 ALAMEDA CA 94502 DAN REDING trustee 5106718800 2017-11-14 true Catherine Gardner P00350865 4159563600 204.1.171.253 95416620173185000044 2017-11-14 P EFEF038C8C3FBB36EF58C84E4BE5A15DC5CB4839 895BD3731299A8643050337F2A99E55EAEE1AC5E 2016 2021-01-29 14:40:06Z X RUSSELL BURNS 1600 HARBOR BAY PKWY STE 200 ALAMEDA CA 94502 15873476 false X N/A X 1969 CA SEE SCHEDULE O 14 7 52 0 0 512048 585502 10309358 11239370 241237 278338 671502 721408 11734145 12824618 0 0 0 0 5785437 5980382 0 0 0 5864457 8078748 11649894 14059130 84251 -1234512 23142346 23974603 740213 2659828 22402133 21314775 X SEE SCHEDULE O false false 11120884 11960778 TO PROVIDE TRAINING PROGRAMS FOR PRE-APPRENTICES, APPRENTICES, AND JOURNEYMEN COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENT BETWEEN THE UNION AND EMPLOYERS. 11120884 true true false false false false false false false false true false false false true true true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 8 0 true 52 true false false false false false false false false false false X 14 7 false false false false false false false true false false false true true true true true true false false false X ZENITH AMERICAN SOLUTIONS 5106718800 1600 HARBOR BAY PKWY STE 200 ALAMEDA CA 94502 X X RICHARD PIOMBO TRUSTEE 1.0 0.0 X 0 0 0 KEVIN ALBANESE TRUSTEE 1.0 0.0 X 0 0 0 FG CROSTHWAITE TRUSTEE 1.0 0.0 X 0 0 0 ROBERT DOUD TRUSTEE 1.0 0.0 X 0 0 0 THOMAS HOLSMAN TRUSTEE 1.0 0.0 X 0 0 0 JAMES MURRAY TRUSTEE 1.0 0.0 X 0 0 0 RUSSELL BURNS TRUSTEE 1.0 0.0 X 0 0 0 JUSTIN DISTON TRUSTEE 1.0 0.0 X 0 0 0 DAVID HARRISON TRUSTEE 1.0 0.0 X 0 0 0 NATE TUCKER TRUSTEE 1.0 0.0 X 0 0 0 STEVE INGERSOLL TRUSTEE 1.0 0.0 X 0 0 0 DAN REDING TRUSTEE 1.0 0.0 X 0 0 0 JAMES SULLIVAN TRUSTEE 1.0 0.0 X 0 0 0 TOM SQUERI TRUSTEE 1.0 0.0 X 0 0 0 Tammy Castillo DIRECTOR OF APPRENTICESHIP 40.0 0.0 X 131996 0 76024 PATRICK GRISBY SENIOR COORDINATOR 40.0 0.0 X 105732 0 74848 GREGORY GASAWAY GENERAL SUPERINTENDENT 40.0 0.0 X 102545 0 81699 RANDALL MILLER COORDINATOR 40.0 0.0 X 100903 0 71021 MARK FAGUNDES COORDINATOR 40.0 0.0 X 100858 0 71021 542034 0 374613 5 false true false ASSOCIATED THIRD PARTY ADMINISTRATO 1640 S LOOP RD ALAMEDA CA 94502 CONTRACT ADMIN 232485 1 585502 585502 EMPLOYER CONTRIBUTIONS 900099 11239370 11239370 11239370 224512 224512 0 0 0 0 0 2897932 204752 3008253 40605 -110321 164147 53826 53826 0 0 0 0 0 0 0 0 0 INSTRUCTION FEES 900099 234993 234993 TRAINING AND RENTAL INCOME 900099 459033 459033 LIQUIDATED DAMAGES 900099 11540 11540 15842 15842 721408 12824618 11960778 278338 0 0 0 0 0 0 3209001 3209001 0 0 1461715 1461715 0 0 1042188 1042188 0 0 267478 267478 0 0 279978 0 279978 0 64052 0 64052 0 35000 0 35000 0 0 0 30661 0 30661 0 41250 41250 38116 0 38116 0 243774 243774 0 0 39492 0 39492 0 0 167096 167096 0 0 118328 118328 0 0 0 42133 42133 0 0 0 93327 93327 0 0 1425152 1425152 0 0 452763 0 452763 0 WITHDRAWAL LIABILITY EXPENSE 1652064 0 1652064 0 DISPATCH OPERATIONS 878826 878826 0 0 LAND DEVELOPMENT EXPENSES 568448 568448 0 0 TRAINING CENTER MAINTENANCE 379589 379589 0 0 1528699 1223829 304870 14059130 11120884 2938246 0 1021423 1752292 412871 331194 0 0 1880025 2513310 0 0 0 0 0 0 0 0 141255 164009 29465746 14860744 14230129 14605002 5224918 4377071 0 0 0 0 0 0 231725 231725 23142346 23974603 396745 2132213 0 0 0 0 0 0 0 0 0 0 0 0 0 0 343468 527615 740213 2659828 X 0 0 0 0 22402133 21314775 22402133 21314775 23142346 23974603 -1234512 147154 X false true X true X 7575387 7945862 8807863 11022072 12059865 47411049 0 0 0 0 7575387 7945862 8807863 11022072 12059865 47411049 0 0 0 47411049 923473 479522 526912 387066 224512 2541485 0 923473 479522 526912 387066 224512 2541485 0 0 8498860 8425384 9334775 11409138 12284377 49952534 0.94912 0.92757 0.05088 0.07243 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5354492 5354492 2362845 70219 2292626 2259983 1945585 314398 18634632 12473557 6161075 853794 371383 482411 14605002 0 DUE TO OTHERS 105935 VACATION PAYABLE 148892 DUE TO OPERATING ENGINEERS MPS 272788 527615 X 12971772 147154 147154 12824618 12824618 14059130 14059130 14059130 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. X false false false false false false false false false Tammy Castillo DIRECTOR OF APPRENTICESHIP 131996 0 54327 0 21697 0 208020 0 PATRICK GRISBY SENIOR COORDINATOR 105732 0 53151 0 21697 0 180580 0 GREGORY GASAWAY GENERAL SUPERINTENDENT 102545 0 53330 0 28369 0 184244 0 RANDALL MILLER COORDINATOR 100903 0 49324 0 21697 0 171924 0 MARK FAGUNDES COORDINATOR 100858 0 49324 0 21697 0 171879 0 PART I, lINE 1 AND PART III, LINE 1: TO PROVIDE TRAINING PROGRAMS FOR PRE-APPRENTICES, APPRENTICES AND JOURNEYMAN COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENT BETWEEN THE UNION AND EMPLOYERS. PART VI, SECTION A, LINE 1A: THE LABOR TRUSTEES AND 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 AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. PART VI, SECTION B, LINE 11: THE PLAN'S FORM 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. Operating Engineers Local No. 3, a party to the collective bargaining agreement, is a contributing employer to the Plan. In addition, Local No. 3 provides fringe benefit and collection services to the Plan and is reimbursed by the Plan for salaries and related costs, travel, rental facilities, supplies and data processing at a percentage rate of actual expenses as stated in the Services Agreement between the Plan and Local No. 3. Reimbursements by the Plan were $1,236,634 for the year ended December 31, 2016. FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:MACHINE MAINTENANCE AND REPAIR TOTAL EXPENSES:373964 PROGRAM SERVICES:373964 MANAGEMENT AND GENERAL:FUNDRAISING: FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:EQUIPMENT SUPPLIES TOTAL EXPENSES:131672 PROGRAM SERVICES:131672 MANAGEMENT AND GENERAL:FUNDRAISING: FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:MPSA COLLECTION EXPENSE TOTAL EXPENSES:304870 PROGRAM SERVICES:MANAGEMENT AND GENERAL:304870 FUNDRAISING: FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:OUTSIDE TRAINING EXPENSES TOTAL EXPENSES:112558 PROGRAM SERVICES:112558 MANAGEMENT AND GENERAL:FUNDRAISING: FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:COMPLETION CEREMONIES TOTAL EXPENSES:7767 PROGRAM SERVICES:7767 MANAGEMENT AND GENERAL:FUNDRAISING: FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:MISCELLANEOUS EXPENSES TOTAL EXPENSES:47649 PROGRAM SERVICES:47649 MANAGEMENT AND GENERAL:FUNDRAISING: FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:DIESEL FUEL TOTAL EXPENSES:192411 PROGRAM SERVICES:192411 MANAGEMENT AND GENERAL:FUNDRAISING: FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:DATA PROCESSING TOTAL EXPENSES:357808 PROGRAM SERVICES:357808 MANAGEMENT AND GENERAL:FUNDRAISING: