2025-11-10T19:58:32-06:00 2024-12-31 MILLER KAPLAN ARASE LLP 595 MARKET ST STE 920 SAN FRANCISCO CA 941052814 990 2024-01-01 813751949 MULTI-PLAN SERVICES AGENCY INC % ZENITH AMERICAN SOLUTIONS MULT 5107488334 1141 Harbor Bay Pkwy Ste 100 Alameda CA 94502 DAN REDING CO-CEO 5107488334 2025-11-05 true true Michael Quackenbush P01480053 4159563600 2024 2025-03-06 01:10:19Z DAN REDING 1141 HARBOR BAY PKWY STE 100 Alameda CA 94502 7207502 false X N/A X 2016 CA SEE SCHEDULE O 6 3 12 0 0 0 0 0 6745877 6470376 505864 708594 25107 28532 7276848 7207502 0 0 0 0 2184355 2119547 0 0 0 5092493 5087955 7276848 7207502 0 48590184 29975440 47902544 29287800 687640 687640 X SEE SCHEDULE O false false THE CORPORATION IS ORGANIZED AND OPERATED AS A CALIFORNIA NONPROFIT MUTUAL BENEFIT CORPORATION. THE SPECIFIC PURPOSE OF THE CORPORATION IS TO PROVIDE ADMINISTRATIVE SERVICES FOR THE PENSION TRUST FUND FOR OPERATING ENGINEERS AND THE OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND AND OTHER RELATED TRUST FUNDS. NOTWITHSTANDING ANY OF THE ABOVE STATEMENTS OF PURPOSES AND POWERS, THIS CORPORATION SHALL NOT, EXCEPT TO AN INSUBSTANTIAL DEGREE, ENGAGE IN ANY ACTIVITIES OR EXERCISE ANY POWERS THAT ARE NOT IN FURTHERANCE OF THE SPECIFIC PURPOSES OF THIS CORPORATION. NO SUBSTANTIAL PART OF THE ACTIVITIES OF THIS CORPORATION SHALL CONSIST OF CARRYING ON PROPAGANDA, OR OTHERWISE ATTEMPTING TO INFLUENCE LEGISLATION, AND THE CORPORATION SHALL NOT PARTICIPATE OR INTERVENE IN ANY POLITICAL CAMPAIGN (INCLUDING THE PUBLISHING OR DISTRIBUTION OF STATEMENTS) ON BEHALF OF ANY CANDIDATE FOR PUBLIC OFFICE. THE PROPERTY OF THIS CORPORATION IS IRREVOCABLY DEDICATED TO THE SPECIFIC PURPOSES OF THE CORPORATION AND NO PART OF THE NET INCOME OR ASSETS OF THIS CORPORATION SHALL EVER INURE TO THE BENEFIT OF ANY DIRECTOR, OFFICER, OR INDIVIDUAL MEMBER THEREOF OR TO THE BENEFIT OF ANY PRIVATE PERSON. UPON DISSOLUTION OR WINDING UP OF THE CORPORATION, ITS ASSETS REMAINING AFTER PAYMENT, OR PROVISION FOR PAYMENT, OF ALL DEBTS AND LIABILITIES OF THIS CORPORATION SHALL BE DISTRIBUTED TO ONE OR MORE TRUST FUNDS, MUTUAL BENEFIT CORPORATIONS, OR FOUNDATIONS ORGANIZED AND OPERATED EXCLUSIVELY FOR PROVIDING PENSION AND/OR HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND MAINTAINING TAX EXEMPT STATUS UNDER THE PROVISIONS OF THE CODE. false 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 true false false true 0 0 true 12 true false false false false false false false false X 6 3 false false false false true true false true false false false true true true true true true false false false X ZENITH AMERICAN SOLUTIONS 4155467800 1141 HARBOR BAY PKWY STE 100 Alameda CA 94502 X Sonya Brown CORPORATE SECRETARY 40.0 0.0 X 217168 0 72703 Esther Redmon MPSA Supervisor 40.0 0.0 X 144770 0 72703 Sarah Lanphere FBO Supervisor 40.0 0.0 X 132665 0 72703 Corinne Parras Fringe Benefits Field Rep II 40.0 0.0 X 112073 0 72703 Jim Murray Co-Chief Executive Officer 1.0 0.0 X X 0 0 0 THOMAS HOLSMAN Trustee 1.0 0.0 X 0 0 0 Dan Reding Co-Chief Executive Officer 1.0 48.0 X X 0 0 0 Kevin Albanese Trustee 1.0 0.0 X 0 0 0 Justin Diston Trustee 1.0 48.0 X 0 0 0 NATE TUCKER TRUSTEE 1.0 48.0 X 0 0 0 606676 0 290812 4 false true false SALTZMAN JOHNSON LAW CORP 5100-B1 CLAYTON RD STE 373 CONCORD CA 94521 LEGAL COUNSEL 820112 ZENITH AMERICAN SOLUTIONS 1141 HARBOR BAY PKWY STE 100 ALAMEDA CA 94502 ADMINISTRATOR 1544466 MILLER KAPLAN ARASE LLP 595 MARKET ST STE 920 SAN FRANCISCO CA 94105 ACCOUNTANT 1956787 3 0 SERVICE FEES 900099 6470376 6470376 6470376 708594 708594 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NTF SHARED COSTS 900099 9845 9845 BURIAL BENEFITS PROCESSING 900099 18687 18687 28532 7207502 6498908 708594 0 0 0 0 0 0 1417566 369674 239763 92544 1544466 936348 2067458 0 0 0 0 8000 71091 59898 0 123537 7037 0 5457 6218 0 0 32901 DUES AND SUBSCRIPTIONS 31394 STORAGE 111423 DEPRECIATION & AMORTIZATION 18182 MISCELLANEOUS 64545 7207502 37616928 0 10591077 29805554 0 0 125667 47893 0 0 0 0 0 0 0 0 37248 36350 169519 145637 39032 23882 0 0 0 0 0 0 0 0 180232 61761 48590184 29975440 563705 330712 0 0 0 0 0 0 0 0 0 0 0 0 0 0 47338839 28957088 47902544 29287800 X 600000 600000 87640 87640 0 0 687640 687640 48590184 29975440 0 X false true X true 169519 145637 23882 0 23882 0 EMPLOYER CONTRIBUTIONS PAYABLE 28304414 DUE TO PARTICIPATING ENTITIES 322835 WITHDRAWAL LIABILITY PAYABLE 268078 LEASE OBLIGATIONS 61761 28957088 X 7207502 7207502 7207502 7207502 7207502 7207502 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE CORPORATION AND RECOGNIZE A TAX LIABILITY IF THE CORPORATION HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE CORPORATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. X false true X X false false false Sonya Brown CORPORATE SECRETARY 217168 0 0 0 0 0 50364 0 22339 0 289871 0 Esther Redmon MPSA Supervisor 144770 0 0 0 0 0 50364 0 22339 0 217473 0 Sarah Lanphere FBO Supervisor 132665 0 0 0 0 0 50364 0 22339 0 205368 0 Corinne Parras Fringe Benefits Field Rep II 112073 0 0 0 0 0 50364 0 22339 0 184776 0 Part I, Line 1b: THE ORGANIZATION HAS A WRITTEN REIMBURSEMENT POLICY FOR TRAVEL ACCEPTED BY THE BOARD. PART I, LINE 1 AND PART III, LINE 1: THE CORPORATION IS ORGANIZED AND OPERATED AS A CALIFORNIA NONPROFIT MUTUAL BENEFIT CORPORATION. THE SPECIFIC PURPOSE OF THE CORPORATION IS TO PROVIDE ADMINISTRATIVE SERVICES FOR THE PENSION TRUST FUND FOR OPERATING ENGINEERS AND THE OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND AND OTHER RELATED TRUST FUNDS. NOTWITHSTANDING ANY OF THE ABOVE STATEMENTS OF PURPOSES AND POWERS, THIS CORPORATION SHALL NOT, EXCEPT TO AN INSUBSTANTIAL DEGREE, ENGAGE IN ANY ACTIVITIES OR EXERCISE ANY POWERS THAT ARE NOT IN FURTHERANCE OF THE SPECIFIC PURPOSES OF THIS CORPORATION. NO SUBSTANTIAL PART OF THE ACTIVITIES OF THIS CORPORATION SHALL CONSIST OF CARRYING ON PROPAGANDA, OR OTHERWISE ATTEMPTING TO INFLUENCE LEGISLATION, AND THE CORPORATION SHALL NOT PARTICIPATE OR INTERVENE IN ANY POLITICAL CAMPAIGN (INCLUDING THE PUBLISHING OR DISTRIBUTION OF STATEMENTS) ON BEHALF OF ANY CANDIDATE FOR PUBLIC OFFICE. THE PROPERTY OF THIS CORPORATION IS IRREVOCABLY DEDICATED TO THE SPECIFIC PURPOSES OF THE CORPORATION AND NO PART OF THE NET INCOME OR ASSETS OF THIS CORPORATION SHALL EVER INURE TO THE BENEFIT OF ANY DIRECTOR, OFFICER, OR INDIVIDUAL MEMBER THEREOF OR TO THE BENEFIT OF ANY PRIVATE PERSON. UPON DISSOLUTION OR WINDING UP OF THE CORPORATION, ITS ASSETS REMAINING AFTER PAYMENT, OR PROVISION FOR PAYMENT, OF ALL DEBTS AND LIABILITIES OF THIS CORPORATION SHALL BE DISTRIBUTED TO ONE OR MORE TRUST FUNDS, MUTUAL BENEFIT CORPORATIONS, OR FOUNDATIONS ORGANIZED AND OPERATED EXCLUSIVELY FOR PROVIDING PENSION AND/OR HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND MAINTAINING TAX EXEMPT STATUS UNDER THE PROVISIONS OF THE CODE. PART VI, SECTION A - LINE 8B: THE CORPORATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. PART VI, SECTION B - LINE 11B: THE CORPORATION'S CPA PREPARES THE FORM 990 AND PRESENTS IT TO THE CORPORATION AND ITS THIRD PARTY ADMINISTRATOR FOR REVIEW, WHO THEN GIVES IT TO THE CO-CHAIRS FOR THEIR REVIEW AND SIGNATURE. PART VI, SECTION B - LINES 12C, 13 AND 14: THE DIRECTORS FORMALLY ADOPTED THE CONFLICT OF INTEREST, DOCUMENT RETENTION AND WHISTLEBLOWER POLICIES ON DECEMBER 18, 2017. AT LEAST ONCE ANNUALLY, DIRECTORS AND OTHER INDIVIDUALS SUBJECT TO THE CONFLICT OF INTEREST POLICY WILL BE ASKED TO DISCLOSE ANY RELATIONSHIPS OR INTERESTS THAT COULD GIVE RISE TO A CONFLICT. PART VI, SECTION C - LINE 19: THE CORPORATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST. PART VII, SECTION A - LINE 1A: DIRECTORS ARE NOT COMPENSATED BY THE CORPORATION. COMPENSATION PAID TO CERTAIN DIRECTORS EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE IRS BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE THIRD-PARTY ADMINISTRATOR, ZENITH AMERICAN SOLUTIONS. BELOW IS THE RELATED ORGANIZATION THAT PAID COMPENSATION TO CERTAIN DIRECTORS: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL NO. 3 EIN: 94-0577785 OE NORCAL SURVEYORS JAATT 1141 HARBOR BAY PKWY STE 100 ALAMEDA CA 94502 942289979 TRAINING 501(C)(3) false OE Health and Welfare Trust Fund 1141 HARBOR BAY PKWY STE 100 Alameda CA 94502 942784001 Benefits 501(C)(9) false PENSION TRUST FUND OF OPER ENG 1141 HARBOR BAY PKWY STE 100 Alameda CA 94502 946090764 Benefits 401-1(B)(3) false OE PRE-APPRENTICE JAATF 1141 HARBOR BAY PKWY STE 100 Alameda CA 94502 942289979 Training 501(C)(3) false OE Assistance Recovery Program 1141 HARBOR BAY PKWY STE 100 Alameda CA 94502 943042622 Benefits 501(C)(5) false OE Business Development Trust Fund 1141 HARBOR BAY PKWY STE 100 Alameda CA 94502 946676286 Business Dev 501(C)(5) false OE Contract Admin Trust Fund 1141 Harbor Bay Pkwy Ste 100 Alameda CA 94502 943026407 Contract Admn 501(C)(6) false OE Heavy and Highway Trust Fund 1141 Harbor Bay Pkwy Ste 100 Alameda CA 94502 270080889 Constr Fund 501(C)(5) false OE Industry Stabilization Trust Fund 1141 Harbor Bay Pkwy Ste 100 Alameda CA 94502 952036255 Ind Stabil 501(C)(6) false OE Market Preservation TF 1141 Harbor Bay Pkwy Ste 100 Alameda CA 94502 946599237 Mrkt Preserv 501(C)(5) false Pensioned OE H&W TF 1141 HARBOR Bay Pkwy Ste 100 Alameda CA 94502 946096327 Benefits 501(C)(9) false Pensioned OE Public and Misc EE H&W Tf 1141 HARBOR Bay Pkwy Ste 100 Alameda CA 94502 942567865 Benefits 501(C)(9) false OE VACATION HOLIDAY AND SICK 1141 HARBOR BAY PKWY STE 100 Alameda CA 94502 816631261 Benefits 501(C)(9) false Union of Operating Engineers Local No 3 1141 HARBOR BAY PKWY STE 100 Alameda CA 94502 940577785 Labor Union 501(C)(5) false OE PAAJAATF UTAH 1141 HARBOR BAY PKWY STE 100 Alameda CA 94502 941640988 Training 501(C)(3) false Crane Industry LaborMgmt Coop TF 1141 HARBOR BAY PKWY STE 100 Alameda CA 94502 900342641 Labor Coop 501(C)(5) false OPER ENG JAATF HAWAII 1141 HARBOR BAY PKWY STE 100 Alameda CA 94502 941659158 Training 501(C)(5) false OPER ENG JAATF NEVADA 1141 HARBOR BAY PKWY STE 100 Alameda CA 94502 946104798 Training 501(C)(3) false OPER ENG ANNUITY PLAN CALIFORNIA 1141 HARBOR BAY PKWY STE 100 Alameda CA 94502 946090764 Benefits 401(A)27(B) false OPER ENG H&W TRUST FUND HAWAII 1141 HARBOR BAY PKWY STE 100 Alameda CA 94502 946182984 Benefits 501(c)(9) false OPER ENG INDUSTRY STABILIZATION TF - HI 1141 Harbor Bay Pkwy Ste 100 Alameda CA 94502 990262008 INDUSTRY STAB 501(c)(5) false OPER ENG HEALTH & WELFARE TF NEVADA 445 APPLE ST Reno NV 89510 886031750 BENEFITS 501(C)(9) false OPER ENG ANNUITY PLAN HAWAII 1141 HARBOR BAY PKWY STE 100 Alameda CA 94502 942959994 BENEFITS 401-1(B)(3) false false false false false false false false false false false true true false false false true true false false