2025-11-03T10:01:35-06:00 2024-12-31 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON RD STE 400 SAN RAMON CA 94583 990 2024-01-01 936021475 OREGON TEAMSTER EMPLOYERS TRUST % THE WILLIAM C EARHART CO I OREG 5032825581 PO BOX 4148 PORTLAND OR 972084148 MARK DAVISON TRUSTEE 5032825581 2025-10-31 true true James Browning P01451906 9252779100 2024 2025-03-06 01:10:19Z MARK DAVISON PO BOX 4148 PORTLAND OR 972084148 420935824 false X N/A X 1957 OR TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS IN THIS MULTIEMPLOYER PLAN. 12 2 0 0 0 0 0 0 219124077 220289455 2288436 8208125 40206 17556 221452719 228515136 0 0 188651154 206577201 0 0 0 0 0 8486055 8874984 197137209 215452185 24315510 13062951 231546583 246492657 41760099 43711638 189786484 202781019 X PROVIDE HEALTH, DENTAL, VISION, LIFE INSURANCE AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS IN THIS MULTIEMPLOYER PLAN. false false PROVIDED HEALTH, DENTAL, VISION, LIFE INSURANCE AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS IN THIS MULTIEMPLOYER PLAN. false false false false false false false false false false false 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 4 0 true 0 false false false false false false false false X 12 2 false true false false false false false true true false false true true true true true true false false false X THE WILLIAM C EARHART CO I 5032825581 12029 NE GLEN WIDING DR Portland OR 97220 X MARK DAVISON TRUSTEE/CHAIR 1.0 0.0 X X 0 0 0 JERRY D'AMBROSIO TRUSTEE/SECRETARY 1.0 0.0 X X 0 0 0 STEVE KONOPA TRUSTEE 1.0 0.0 X 0 0 0 COLIN JACKSON TRUSTEE 1.0 0.0 X 0 0 0 ADAM WINSTON TRUSTEE 2.0 0.0 X 0 0 0 SEAN HAMMOND TRUSTEE 1.0 0.0 X 0 0 0 WALTER LACHAPELLE TRUSTEE 1.0 0.0 X 0 0 0 LESLIE SLOY TRUSTEE (THRU 01/16/2024) 1.0 0.0 X 0 0 0 CHRIS MUHS TRUSTEE 1.0 0.0 X 0 0 0 DAVID SCHMIDT TRUSTEE 1.0 0.0 X 0 0 0 BRENT BOHN TRUSTEE 1.0 0.0 X 0 0 0 MARK MCBRIDE TRUSTEE 1.0 0.0 X 0 0 0 DAREL HARDENBROOK TRUSTEE (EFF 01/16/2024) 1.0 0.0 X 0 0 0 SEE SCHEDULE O FOR COMPENSATION PAID BY RELATED ORGANIZATIONS 1.0 0.0 X 0 0 0 0 0 0 0 false false false REGENCE BLUE CROSS BLUE SHIELD 100 SW MARKET STREET PORTLAND OR 972015702 CLAIM ADMINISTRATION 5829655 WILLIAM C EARHART CO INC 12029 NE GLENN WIDING DR PORTLAND OR 97220 THIRD PARTY ADMINIST 1478076 LOOMIS SAYLES COMPANY LP 555 CALIFORNIA STREET SUITE 3300 SAN FRANCISCO CA 94104 INVESTMENT MANAGEMEN 486863 EXPRESS SCRIPTS 100 PARSON POND AVE FRANKLIN LAKES NJ 07417 CLAIMS PROCESSING 289345 WITHUMSMITHBROWN PC 6101 BOLLINGER CANYON RD STE 400 SAN RAMON CA 94583 ACCOUNTING SERVICES 188107 8 0 EMPLOYER CONTRIBUTIONS 900099 196333674 196333674 PRESCRIPTION & VISION REBATES 900099 11459390 11459390 HRA CONTRIBUTIONS 900099 6338644 6338644 PARTICIPANT CONTRIBUTIONS 900099 6113550 6113550 EXPERIENCE REFUND 900099 44197 44197 220289455 8835217 0 0 8835217 0 0 0 0 0 191793596 192420688 -627092 -627092 -627092 0 0 0 0 0 0 0 0 0 SETTLEMENT 900099 17556 17556 17556 228515136 220307011 0 8208125 0 0 0 206577201 0 0 0 0 0 0 1476485 128412 188107 0 0 560368 6226723 0 123545 0 0 0 0 0 21721 0 0 0 95185 PCORI FEES 54438 215452185 X 5023529 5534299 0 0 0 0 28891242 26760986 0 0 0 0 0 0 0 0 20008 32565 0 0 197611804 214164807 0 0 0 0 0 0 0 0 231546583 246492657 1564745 1469598 0 0 475572 544025 0 0 0 0 0 0 0 0 0 0 39719782 41698015 41760099 43711638 X 0 0 0 0 189786484 202781019 189786484 202781019 231546583 246492657 13062951 -68416 X X false true X true false 0 CLAIMS PAYABLE AND IBNR 23621000 ACCUMULATED ELIGIBILITY CREDITS 16237000 PREMIUMS PAYABLE 1705000 DUE TO BROKER 135015 41698015 X 227886352 -68416 -68416 227954768 560368 560368 228515136 212244159 212244159 560368 2647658 3208026 215452185 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. THE PLAN HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2024 AND 2023, 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. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS FORM 990, PART VI, SECTION A, LINE 3: THE PLAN HAS CONTRACTED WITH WILLIAM C. EARHART CO., INC TO PROVIDE DAY-TO-DAY ADMINISTRATIVE SERVICES TO THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B: THE FORM 990 IS PROVIDED TO THE GOVERNING BODY FOR THEIR REVIEW AND COMMENTS PRIOR TO FILING THE RETURN WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C: ANY TRUSTEE OR SERVICE PROVIDER AUTHORIZED TO CONDUCT TRANSACTIONS ON BEHALF OF THE TRUST WHO HAS REASON TO BELIEVE THAT A PROPOSED TRANSACTION MIGHT CONSTITUTE A PROHIBITED TRANSACTION WITH A PARTY IN INTEREST SHOULD CONSULT WITH TRUST COUNSEL AND TAKE WHATEVER ADDITIONAL ACTION MAY BE APPROPRIATE TO ENSURE THAT THE PROPOSED TRANSACTION IS APPROPRIATE. ANY FIDUCIARY WHOSE PARTICIPATION IN A DECISION MAY RESULT IN A NON-EXEMPTED PROHIBITED TRANSACTION UNDER SECTION 406 OF ERISA SHALL RECUSE HIMSELF OR HERSELF FROM DISCUSSION OR VOTING ON SUCH DECISION. THE TRUST OFFICE SHALL ANNUALLY DISTRIBUTE A PARTY-IN-INTEREST QUESTIONNAIRE TO PLAN FIDUCIARIES IN CONJUNCTION WITH THE ANNUAL AUDIT. 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, THE WILLIAM C. EARHART CO. 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. Joint Council of Teamsters No 37 1872 NE 162nd Avenue PORTLAND OR 97230 930196193 LABOR ORG OR 501(C)(5) true Int'l Brotherhood of Teamsters Union Loc 4480 Rogue Valley Hgwy CENTRAL POINT OR 97502 930236781 LABOR ORG OR 501(C)(5) false General Teamsters Local 483 225 N 16th STREET BOISE ID 83702 820171930 LABOR ORG ID 501(C)(5) false INTL Brotherhood of Teamsters Local 324 2686 Portland Road NE SALEM OR 97303 930196206 LABOR ORG OR 501(C)(5) false Dairy Bakery & Food Processors Ind Tech 1870 NE 162nd Avenue PORTLAND OR 97230 930151383 LABOR ORG OR 501(C)(5) false INTL BROTHERHOOD OF TEAMSTERS LOCAL 223 1230 NE 106TH AVENUE PORTLAND OR 97220 930179776 LABOR ORG OR 501(C)(5) false GENERAL TEAMSTERS AUTO TRUCK DRIVERS & H 1850 NE 162ND AVENUE PORTLAND OR 97230 930196219 LABOR ORG OR 501(C)(5) false LINE DRIVERS LOCAL PICKUP & DELIVERY LOC 1874 NE 162ND AVENUE PORTLAND OR 97230 930438697 LABOR ORG OR 501(c)(5) false CHAUFFEURS TEAMSTERS & HELPERS LOCAL 58 2212 NE ANDRESEN ROAD VANCOUVER WA 98661 910436963 LABOR ORG WA 501(C)(5) false false false false false false false false false false false false false false false false false false false false 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, 2024, THERE ARE APPROXIMATELY 144 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 CLASSIFICATION. ALBERTSON'S LLC ALLIED WASTE INDUSTRIES ALPENROSE DAIRY ALSCO AMERICAN INDUSTRIAL B & B LEASING BENTON CO DEPUTY SHERIFFS BIMBO BAKERIES USA, INC BLACK BUTTE RANCH FIRE BLISS SANITARY SERVICE INC BROTHERS PIPELINE CORP CALPORTLAND CAPITOL DISPOSAL & RECYLE CHEMTRADE SOLUTIONS LLC CHRISTENSON ELECTRIC CO CITY OF ASTORIA CITY OF CASTLE ROCK CITY OF CAVE JUNCTION CITY OF CENTRAL POINT CITY OF CLATSKANIE-PUBLIC CITY OF CORVALLIS-POLICE CITY OF EAGLE POINT CITY OF FAIRVIEW CITY OF GRANTS PASS CITY OF INDEPENDENCE CITY OF JACKSONVILLE CITY OF KALAMA CITY OF KLAMATH FALLS CITY OF LA CENTER CITY OF LEBANON CITY OF MCMINNVILLE CITY OF MOLALLA CITY OF NORTH BEND CITY OF PHOENIX CITY OF RAINIER CITY OF RAINIER PUB WORKS CITY OF RIDGEFIELD CITY OF ROGUE RIVER CITY OF SHADY COVE CITY OF TALENT CITY OF TILLAMOOK-POLICE CITY OF WOODLAND CLACKAMAS GARBAGE CO INC CLATSOP DISTRIBUTING CO CLEAN WATER SERVICES COPELAND PAVING COMPANY COUNTY OF COOS COUNTY OF TILLAMOOK COWLITZ COUNTY AUDITOR CURRY COUNTY SHERIFFS DAIMLER TRUCKS N. AMERICA DARLING INTERNATIONAL INC DHL EXPRESS DOUGLAS COUNTY ECO SERVICES OPERATIONS ECSO EMERALD FRUIT & PRODUCE FARMER BROTHER CO FRED MEYER - DIST TRUCK GARBARINO DISPOSAL SERV GREAT WESTERN MALTING CO GRESHAM SANITARY SERVICE HANGING H COMPANIES, LLC HILLSBORO GARB DISP INC INDUSTRIAL EXPORT CO JOHNSON ROCK PROD INC JT COUNCIL TEAMSTERS #37 KELLER DROP BOX INC / KLAMATH CO EMERGENCY COMM LAKE COUNTY LAKE MERWIN CAMPERS HIDEWAY LAKESIDE INDUSTRIES LEE & EASTES TANK LINES LINDE INC LTM INC LYRICAL FOODS II MATHESON TRI-GAS INC. MESSER NORTH AMERICA INC MICHELS PIPELINE INC MONDELEZ GLOBAL, LLC MORROW COUNTY MUTUAL MATERIALS CO NW ADMINISTRATORS INC OCEAN BEACH HOSPITAL OCL FOUNDRY & ABRASIVE CO OLDCASTLE INFRASTRUCTURE OREGON MAINLINE PAVING OREGON NURSES ASSOCIATION PENDLETON SANITARY SERVIC PLANTBASED INNOVATIONS LLC PORTLAND BEVERAGE CO PORTLAND HOSPITAL SERVICE PRIDE DISPOSAL COMPANY PURINA ANIMAL NUTRITION RECOLOGY CLACKAMAS INC RESOURCE MGMT SERVICE RIVERSIDE READY MIX ROGERS ADMINISTRATION INC RUAN TRANSPORT CORP SAFEWAY EMPLOYEE SERV CTR SANIPAC INC SMART & FINAL SPICERS PAPER INC SUNOCO GP LLC SUNSET GARBAGE SWATCO SANITARY SERVICE SYSCO PORTLAND, INC TEAMSTERS COUNCIL #37 CU TEAMSTERS DENTAL CLINIC TEAMSTERS LOCAL 162 TEAMSTERS LOCAL 223 TEAMSTERS LOCAL 305 TEAMSTERS LOCAL 324 TEAMSTERS LOCAL 483 TEAMSTERS LOCAL 58 TEAMSTERS LOCAL 81 THE HERTZ CORPORATION TILLAMOOK COUNTY TILLAMOOK COUNTY CREAMERY TOWN OF LAKEVIEW FIRE TOYOTA LOGISTICS SERVICES TP FREIGHT LINES INC UNITED PARCEL SERVICE INC UNITED STATES BAKERY UNIVAR USA INC US FOOD SERVICE VAN DUSEN BEVERAGES INC VENTURA FOODS LLC VERITIV OPERATING COMPANY VESTIS SERVICES LLC VITRO ELECTRIC COMPANY WALKER GARBAGE SERV INC WASHINGTON CO DROP BOX WASTE CONNECTIONS OF OR WASTE CONNECTIONS OF WA WASTE MANAGEMENT WESTCO PRODUCTS COMPANY WESTFARM FOOD (DARIGOLD) WILLIAM C EARHART COMPANY WILLIAMS BAKERY WINCO FOODS LLC-WOODBURN WOODLAND TRUCK LINE INC WYMORE TRANSFER CO YAMHILL COUNTY