UNITED ASSOCIATION UNION LOCAL NO 290 PLUMBER & STEAMFITTER INDUSTRY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- UNITED ASSOCIATION UNION LOCAL NO 290 PLUMBER & STEAMFITTER INDUSTRY (EIN 93-6021113)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-10-13
- IRS object ID
- 201622879349301327
- Schema version
- 2015v2.1
- 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 | 2016-10-13T18:42:57-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 945834346 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 936021113 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED ASSOC LOC NO 290 PLUMBER | BusinessNameLine1Txt |
| Business Name Line2 | STEAMFITTER & SHIPFITTER IND H & W PLAN | 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 | 2016-10-13 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | AL SHROPSHIRE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20210 SW TETON AVENUE | AddressLine1Txt |
| City | TUALATIN | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $47,493,532 | 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 | 1957 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE HEALTH AND WELFARE BENEFITS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 192 | 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 | $49,293,594 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $43,602,155 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,787,768 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,544,270 | CYInvestmentIncomeAmt |
| PY Other Revenue | $673,751 | PYOtherRevenueAmt |
| CY Other Revenue | $1,342,722 | CYOtherRevenueAmt |
| PY Total Revenue | $51,755,113 | PYTotalRevenueAmt |
| CY Total Revenue | $47,489,147 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $52,808,820 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $46,698,882 | 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 | $1,897,733 | PYOtherExpensesAmt |
| CY Other Expenses | $1,967,124 | CYOtherExpensesAmt |
| PY Total Expenses | $54,706,553 | PYTotalExpensesAmt |
| CY Total Expenses | $48,666,006 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,951,440 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,176,859 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $78,172,696 | TotalAssetsBOYAmt |
| Total Assets EOY | $73,186,858 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $39,375,242 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $37,896,211 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $38,797,454 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $35,290,647 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PROVIDED HEALTH, DENTAL, VISION, TIME LOSS, LIFE INSURANCE AND AD & D BENEFITS FOR ELIGIBLE PARTICIPANTS. | 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 | 0 | 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 | 192 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
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 |
| BILL MEHRENS | |||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| BILL MOORE | |||||
| 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 |
| 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 (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ASSOCIATED THIRD PARTY ADMINISTRATORS | |||||
| 7600 SW MOHAWK STREET | TUALATIN | OR | 97062 | CONTRACT ADMINISTRATOR | $848,647 |
| MULTIPLAN VIANT | |||||
| 115 FIFTH AVENUE | NEW YORK | NY | 10003 | PPO PROVIDER | $343,772 |
| ZENITH AMERICAN SOLUTIONS | |||||
| 12205 SW TUALATIN ROAD SUITE 200 | TUALATIN | OR | 97062 | CONTRACT ADMINISTRATOR | $232,421 |
| INNOVATIVE CARE MANAGEMENT INC | |||||
| 12300 SE MALLARD WAY SUITE 265 | MILWAUKIE | OR | 97222 | MEDICAL MANAGEMENT | $168,087 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $35,933,742 | $35,933,742 |
| SUBSIDY FROM OTHER PLAN | 900099 | $3,883,528 | $3,883,528 |
| PARTICIPANT CONTRIBUTIONS | 900099 | $3,519,793 | $3,519,793 |
| MEDICARE-RETIREE DRUG SUBSIDY | 900099 | $265,092 | $265,092 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $43,602,155 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,544,132 | TotalRevenueColumnAmt |
| Exclusion | $2,544,132 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,523 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,385 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $138 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $138 | TotalRevenueColumnAmt |
| Exclusion | $138 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PRESCRIPTION REBATES | 900099 | $740,248 | $740,248 |
| INSURANCE CLAIM PROCEEDS | 900099 | $438,199 | $438,199 |
| MISCELLANEOUS INCOME | 900099 | $147,568 | $147,568 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,707 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,707 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,342,722 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,489,147 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $44,944,877 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,544,270 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,698,882 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $973,651 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,690 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,342 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,845 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $512,770 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,889 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,000 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,383 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,286 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| ACA REINSURANCE FEE | $137,748 |
| MISCELLANEOUS | $2,385 |
| UA RECIPROCITY FEES | $1,135 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,666,006 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,756,369 | BOYAmt |
| EOY | $359,355 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,795,923 | BOYAmt |
| EOY | $5,847,459 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,078,716 | BOYAmt |
| EOY | $6,227,901 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,694 | BOYAmt |
| EOY | $8,180 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,531,994 | BOYAmt |
| EOY | $60,743,963 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,172,696 | BOYAmt |
| EOY | $73,186,858 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $528,468 | BOYAmt |
| EOY | $369,937 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,774 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,605,000 | BOYAmt |
| EOY | $37,526,274 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,375,242 | BOYAmt |
| EOY | $37,896,211 | 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 | $38,797,454 | BOYAmt |
| EOY | $35,290,647 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,797,454 | BOYAmt |
| EOY | $35,290,647 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,172,696 | BOYAmt |
| EOY | $73,186,858 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,176,859 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,329,948 | 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 Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCUMULATED ELIGIBILITY CREDITS | $30,413,000 |
| CLAIMS PAYABLE AND INCURRED BUT NOT REPORTED | $6,200,000 |
| PREMIUMS PAYABLE | $913,274 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $37,526,274 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $45,112,354 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,329,948 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$2,329,948 | RevenueNotReportedAmt |
| Revenue Subtotal | $47,442,302 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $46,845 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $46,845 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $47,489,147 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $49,697,887 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $49,697,887 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $46,845 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$1,078,726 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$1,031,881 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $48,666,006 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2015, 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 YEARS PRIOR TO 2012. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CHANGE IN BENEFIT OBLIGATIONS |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 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 11 | 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 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VII, SECTION A, LINE 1A: | TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE THIRD-PARTY ADMINISTRATOR, ZENITH AMERICAN SOLUTIONS. |
| 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. |
| FORM 990, PART V, LINE 1A: | THE THIRD-PARTY ADMINISTRATOR FILES ONE 1099 ON BEHALF OF ALL THE PLANS THEY ADMINISTER FOR THE VARIOUS INDEPENDENT CONTRACTORS. THEREFORE, THIS QUESTION HAS BEEN ANSWERED ZERO FOR THIS ORGANIZATION. |
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 | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| UA LOCAL 290 401K PLAN | ||||||||||
| 12205 SW TUALATIN RD SUITE 200 | TUALATIN | OR | 97062 | 931143757 | TO PROVIDE RETIREMENT BENEFITS. | OR | 501A | N/A | N/A | 0 |
| UA LOCAL 290 PENSION PLAN | ||||||||||
| 12205 SW TUALATIN RD SUITE 200 | TUALATIN | OR | 97062 | 936021114 | TO PROVIDE PENSION BENEFITS. | OR | 501A | N/A | N/A | 0 |
| UA LOCAL 290 RETIREE HEALTH | ||||||||||
| 12205 SW TUALATIN RD SUITE 200 | TUALATIN | OR | 97062 | 931143759 | TO PROVIDE HEALTH AND WELFARE BENEFITS. | OR | 501(C)(9) | N/A | N/A | 0 |
| UA LOCAL 290 EDUCATION REIMBSCHOLORSHIP & VACATION PLAN | ||||||||||
| 12205 SW TUALATIN RD SUITE 200 | TUALATIN | OR | 97062 | 931255764 | TO PROVIDE VACATION, SCHOLARSHIP AND EDUCATIONAL REIMBURSEMENT BENEFITS. | OR | 501(C)(9) | N/A | N/A | 0 |
| UNITED ASSOCIATION OF JOURNEYMEN & LOCAL 290 | ||||||||||
| 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 | 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, 2015, THERE ARE APPROXIMATELY 175 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 PARTS II THROUGH IV BY FEDERAL TAX CLASSFICATION. A & A DRILLING A.P.C.C.O. ACCURATE CONCRETE CUTTING, INC. ADVANCED TECHNOLOGY GROUP INC AIR PRIDE INC. ALBINA PIPE BENDING CO INC ALLIANT SYSTEMS, LLC ALPINE BUILDING SERVICES INC AM TECHNICAL SOLUTIONS, INC APOLLO MECHANICAL CONTRACTORS ARCTIC SHEET METAL, INC AUBURN MECHANICAL INC BASELINE INDUSTRIAL CONSTRUCTION, INC BEAVER CONCRETE CUTTING BEDROCK CONCRETE CUTTING INC BEND WELDING & TRUCK, LLC BILL BAILEY PLUMBING INC BLUE WATER PLUMBING & WATER TREATMENT, LLC BMWC CONSTRUCTORS, INC BOHEMIA PLUMBING AND CONST BOILER & COMBUSTION SERVICE INC BROTHERS PIPELINE BROTHERS PLUMBING, LLC BRYAN MEARS PLUMBING, LLC BUILDING ENERGY LLC.COM BURCH CONSTRUCTION C.J. HANSEN CO, INC CALEDONIA PLUMBING CARD PLUMBING AND HEATING CO CARR ELECTRICAL TECH, INC CARRIER BUILDING SERVICES CASCADE ENERGY SOLUTIONS, LLC CASCADE GENERAL INC CASCADE HYDRO AIR OF OREGON LLC CENTRAL WASHINGTON REFRIGERATION LLC CHAMBERS PLUMBING & HEATING INC CHANDLER PLBG, HTG & REFRIG CHARTER MECHANICAL CONTRACTORS INC CHINOOK PLUMBING CHINOOOK MECHANICAL, LLC CHRISTENSON ELECTRIC, INC COMMERCIAL PIPING CO; DBA GORMLEY PLUMBING AND HEATING COMMERCIAL REFRIGERATION INC CONSTRUCTION SOLUTIONS, INC COUNTRY PLUMBING INC CRAIG ANDERSON PLUMBING INC CROREY MECHANICAL ENGINEERING & CONSTRUCTION, INC D & F PLUMBING INC DELTA CONNECTS DEMAND PLUMBING, LLC DETEMPLE COMPANY INC DEVCO MECHANICAL DR. HVAC, INC. ENVISE F M SHEET METAL FINISH LINE CONCRETE CUTTING INC. FLUOR MAINTENANCE SERVICES FUITEN MECHANICAL INC., DBA FUITEN'S PLUMBING & HEATING CO. G FAB, LLC GEO. A. MORLAN PLUMBING & APPLIANCE CO., INC. HARDER MECHANICAL CONTRACTORS INC. HARVEY & PRICE COMPANY HEINZ MECHANICAL INC. HEINZ MECHANICAL SERVICE, INC HILL CONSTRUCTION HOFFMAN MECHANICAL HOOD RIVER PLUMBING & HEATING INC. HOODLAND PLUMBING, INC HYBRID TECH IDEAL PLUMBING CO INDUCCO, INC INNER CITY PLUMBING, INC J H KELLY J P PLUMBING CO INC JAY JAY'S PLUMBING INC JOHN BURGER HEATING AND AC JOHNSON CONTROLS GWS, LLC JONES PLUMBING & HEATING INC. JR MERIT, INC K2 MECHANICAL, INC KAUFMANN PLUMBING AND MECHANICAL LLC KENNY PLUMBING CO KEY MECHANICAL CO OF WASHINGTON KINETIC SYSTEMS, INC KIRK ERECTORS, INC. LITCH PLUMBING, INC. LONG BUILDING TECHNOLOGIES, INC LOY CLARK PIPELINE LP&H CONSTRUCTION LYNCH MECHANICAL CONST CO LLC M P P PIPING INC MACDONALD-MILLER FACILITY SOLUTIONS, INC MACKIN & LITTLE, INC MAPLESERVICE INC MCKINSTRY CO LLC MEDFORD MECHANICAL INC MEI SPECIALTY MACHINERY MOVING, LLC METRO MECHANICAL METRO MECHANICAL SYSTEMS, LLC MICHELS CORPORATION MILWAUKIE HEATING & COOLING MISSION PLUMBING SERVICE MORGAN MILLWRIGHT & MECHANICAL SERVICES MORGAN MILLWRIGHT & MECHANICAL SERVICES, INC MURRAY COMPANY NESS & CAMPBELL CRANE, INC. NORTHWEST CONTROL COMPANY INC NORTHWEST METAL FAB & PIPE INC NW INDUSTRIAL MECHANICS, INC NW MECHANICAL CONTRACTORS LLC NW MECHANICAL GROUP, LLC OCEAN PARK MECHANICAL INC OCEAN PARK MECHANICAL, INC. OREGON AIR REPS DBA ENVIRONMENTAL CONTROL CORP OREGON EQUIPMENT SERVICE CORP OTTO PIPE CONSTRUCTION LLC PARAZOO PLUMBING, LLC PATTERSON PLUMBING CO PELICAN BAY STATE PRISON PENHALL COMPANY PENINSULA PLUMBING CO PERFORMANCE CONTRACTING SERVICES PERFORMANCE CONTRACTING, INC PERMACOLD ENGINEERING, INC PHILLIPS REFRIGERATION CO PLATINUM INDUSTRIAL, INC. PLUMBING & MECHANICAL CONTRACTORS ASSN PONDER BURNER CO. PORT OF VANCOUVER USA PORTLAND MECHANICAL CONSTRUCTION, INC DBA PLUMBING & MECHANICAL CONTRACTORS GROUP PORTLAND SERVICE PLUMBING POWER PLUMBING CO PROCESS PIPING FABRICATION, LLC PROFESSIONAL MECHANICAL INC PROMETERS, INC PURE COMMERCIAL PLUMBING RICHARD GIFFORD DBA: EAGLE LAKE PLUMBING RMS ENTERPRISES LLC DBA CROWN PLUMBING ROB'S SUPERIOR PLUMBING, INC ROCKY'S MECHANICAL SERVICE ROSENDIN ELECTRIC, INC S F S, INC DBA SPECIALTY FIRESTOPING SYSTEMS S-2 INDUSTRIAL SANDPIPER PLUMBING SHERRELL PLUMBING & CONSTR, LLC SHERRELL PLUMBING & CONSTRUCTION LLC SIEMENS INDUSTRIES INC SKYLINE PLUMBING, LLC SNELSON COMPANIES, INC STACEY PLUMBING & MECHANICAL CO. STAINLESS SPECIALISTS, INC STEVE'S PLUMBING STIRRETT-JOHNSEN, INC. TEMP-CONTROL MECH SERVICE CORP TEMP-CONTROL MECHANCAL CORP THERMOPOWER INDUSTRIES INC TI TECH LLC TIMBER VALLEY PLUMBING TITTEL ENTERPRISES, INC. TOTAL FACILITY SOLUTIONS, INC. TOTAL MECHANICAL INC 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 & HEATING WEST COAST MECHANICAL CONTRACTORS | ExplanationTxt |