2025-11-01T13:02:42-05:00 2024-12-31 MILLER KAPLAN ARASE LLP 595 MARKET ST STE 920 SAN FRANCISCO CA 941052814 990 2024-01-01 946096327 OPERATING ENGINEERS UNION 3 PENSIONED HEALTH & WELFARE FUND % ZENITH AMERICAN SOLUTIONS OPER 5106718800 1141 HARBOR BAY PKWY STE 100 ALAMEDA CA 94502 DAN REDING co-chair 5106718800 2025-10-28 true true Jesse Ward P02011441 4159563600 2024 2025-03-06 01:10:19Z DAN REDING 1141 HARBOR BAY PKWY STE 100 ALAMEDA CA 94502 293627829 false X N/A X 1962 CA TO PROVIDE HEALTHCARE BENEFITS DURING RETIREMENT TO ELIGIBLE OPERATING ENGINEERS COVERED BY COLLECTIVE BARGAINING AGREEMENTS. 20 0 0 0 0 0 0 0 117094892 117791030 8448416 7031461 162016 445658 125705324 125268149 0 0 105351325 115185971 0 0 0 0 0 8788653 8273458 114139978 123459429 11565346 1808720 283590262 295309473 11674974 14589515 271915288 280719958 X TO PROVIDE HEALTHCARE BENEFITS DURING RETIREMENT TO ELIGIBLE OPERATING ENGINEERS COVERED BY COLLECTIVE BARGAINING AGREEMENTS. false false TO PROVIDE HEALTHCARE BENEFITS DURING RETIREMENT TO ELIGIBLE OPERATING ENGINEERS COVERED BY COLLECTIVE BARGAINING AGREEMENTS. false false false false false false false false false false true false false true true true false false false false false false false false false false false false false false false false false false false false false false false false true false false true 0 0 true 0 false false false false false false false false X 20 0 false false false false false false false true false false false true true true true true true false X ZENITH AMERICAN SOLUTIONS 5106718800 1141 HARBOR BAY PKWY STE 100 alameda CA 94502 X KEVIN J ALBANESE TRUSTEE 2.0 0.0 X 0 0 0 THOMAS HOLSMAN TRUSTEE 2.0 0.0 X 0 0 0 TOM SQUERI TRUSTEE 2.0 0.0 X 0 0 0 LANCE INOUYE TRUSTEE 2.0 0.0 X 0 0 0 JAMES E MURRAY CO-CHAIRMAN 2.0 0.0 X 0 0 0 JUSTIN DISTON TRUSTEE 2.0 48.0 X 0 0 0 DAVID R STANTON TRUSTEE 2.0 0.0 X 0 0 0 BRUCE NOEL TRUSTEE 2.0 48.0 X 0 0 0 DAN REDING CO-CHAIRMAN 2.0 48.0 X 0 0 0 GARRET UPDIKE TRUSTEE(FORMER) 2.0 0.0 X 0 0 0 NATE TUCKER TRUSTEE 2.0 48.0 X 0 0 0 FG CROSTHWAITE TRUSTEE(FORMER) 2.0 0.0 X 0 0 0 DAVID HARRISON TRUSTEE 2.0 48.0 X 0 0 0 FRANK WILLIAMS TRUSTEE(FORMER) 2.0 0.0 X 0 0 0 PATTY DUTRA BRUCE TRUSTEE 2.0 0.0 X 0 0 0 CHARLES LAVERY TRUSTEE 2.0 48.0 X 0 0 0 BRANDON DEW TRUSTEE 2.0 48.0 X 0 0 0 JOHN RECTOR TRUSTEE 2.0 48.0 X 0 0 0 JIM JACOBS TRUSTEE 2.0 48.0 X 0 0 0 JENNA CARLSON TRUSTEE 2.0 0.0 X 0 0 0 JEFF COCHRAN TRUSTEE 2.0 0.0 X 0 0 0 KURTIS FRAILEY TRUSTEE 2.0 0.0 X 0 0 0 DEAN FADEFF TRUSTEE 2.0 48.0 X 0 0 0 0 0 0 0 false false false ANTHEM BLUE CROSS PO Box 629 WOODLAND HILLS CA 91365 CLAIMS ADMINISTRATOR 1684623 OPTUM RX 2300 MAIN ST IRVINE CA 92614 PRESCRIPTION ADMIN. 599708 ZENITH AMERICAN SOLUTIONS 1141 HARBOR BAY PKWY STE 100 ALAMEDA CA 94502 CONTRACT ADMIN. 3475125 CHARTWELL INVESTMENT PARTNERS 1235 WESTLAKES DR STE 400 BERWYN PA 19312 INVESTMENT MGMT 242610 THE SEGAL COMPANY 180 HOWARD ST STE 1100 SAN FRANCISCO CA 94104 CONSULTING 145421 5 0 EMPLOYER CONTRIBUTIONS 900099 84367959 84367959 0 0 PARTICIPANT CONTRIBUTIONS 900099 33423071 33423071 0 0 117791030 8888186 0 0 8888186 0 0 0 0 0 166502955 168359680 -1856725 -1856725 0 0 -1856725 0 0 0 0 0 0 0 0 0 LIQUIDATED DAMAGES 900099 81010 81010 0 0 OTHER INCOME 900099 364648 364648 0 0 445658 125268149 118236688 0 7031461 0 0 0 115185971 0 0 0 0 0 0 3475125 46018 48900 0 0 533298 220150 0 68829 0 0 0 0 0 195671 0 0 0 56589 PROVIDER ADMINISTRATION FEES 2456188 MPSA INC. ADMIN FEE 800704 ZELIS FEES 363835 PCORI FEES 8151 123459429 X 0 0 25917910 19803569 0 0 31076313 34739825 0 0 0 0 0 0 0 0 2724 46107 0 0 172913110 183241475 53680205 57478497 0 0 0 0 0 0 283590262 295309473 254707 293313 0 0 339901 373194 0 0 0 0 0 0 0 0 0 0 11080366 13923008 11674974 14589515 X 0 0 0 0 271915288 280719958 271915288 280719958 283590262 295309473 1808720 6995950 X false true X true LIMITED PARTNERSHIPS 33760526 F COMMON/COLLECTIVE TRUST 23717971 F 57478497 0 BENEFIT OBLIGATIONS 13864968 DUE TO OTHER TRUSTS 0 DUE TO INVESTMENT PURCHASES NET 58040 13923008 X 132264099 6995950 6995950 125268149 125268149 120645680 120645680 2813749 2813749 123459429 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 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. PART XII, LINE 4B: CHANGE IN BENEFIT OBLIGATIONS. PART VI, SECTION A - LINE 1A: the labor trustees and the 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 11B: THE PLAN'S 990 IS AVAILABLE ON THE TRUSTEE WEBSITE FOR REVIEW PRIOR TO FILING. PART VI, SECTION B - LINE 12C: THE QUARTERLY BOARD MEETING PROVIDES 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. ON AN ANNUAL BASIS, A FORM 5500 ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN IS FILED WITH THE DEPARTMENT OF LABOR. THIS REPORT IS AVAILABLE ON THEIR WEBSITE. PART VII, SECTION A - LINE 1A: TRUSTEES ARE NOT COMPENSATED BY THE PLAN. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE IRS BY THE RELATED TAX-EXEMPT ORGANIZATION. FOR ADDITIONAL INFORMATION, CONTACT THE THIRD-PARTY ADMINISTRATOR, ZENITH AMERICAN SOLUTIONS. BELOW IS THE RELATED ORGANIZATION THAT PAID COMPENSATION TO CERTAIN TRUSTEES: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL UNION NO. 3; EIN 94-0577785. MULTI-PLAN SERVICES AGENCY 1141 HARBOR BAY PKWY STE 100 ALAMEDA CA 94502 813751949 SHARED EXP CA 501(C)(3) 10 NO false PENSION TRUST FUND FOR OPER ENGINEERS 1141 HARBOR BAY PKWY STE 100 ALAMEDA CA 94502 946090764 TRUST FUND CA 410 N/A NO false INT'L UNION OF OPERATING ENG LO UION 3 3000 CLAYTON RD CONCORD CA 94519 940577785 LABOR UNION CA 501(C)(5) NA false SEE SUPPLEMENTAL INFORMATION N/A SEE SUPPLEMENTAL INFORMATION SEE SUPPLEMENTAL INFORMATION false false false false false false false false false false false false false false false true false true true PARTS II, III AND IV: The filing organization provides health and welfare benefits to eligible participants and their dependents. The administrative office maintains a database of the contributing employers and sponsoring organizations, including names, addresses and other contact information. The administrative office does not maintain the federal tax classification of each employer. Please contact the administrative office if you have any questions.