AGC-INTERNATIONAL UNION OF OPERATING ENGINEERS: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- AGC-INTERNATIONAL UNION OF OPERATING ENGINEERS (EIN 93-6022485)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-09
- IRS object ID
- 201522829349301302
- Schema version
- 2014v5.0
- 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 | 2015-10-09T16:31:33-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 931015766 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BJORKLUND & MONTPLAISIR CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9020 SW WASHINGTON SQ RD SUITE 46 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 936022485 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGC-IUOE LOCAL 701 H&W TRUST FUND | BusinessNameLine1Txt |
| Business Name Line2 | 701 HEALTH & WELFARE TRUST FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AGC- | BusinessNameControlTxt |
| Phone | 2064417574 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 34203 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981240000 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NELDA WILSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2064417574 | PhoneNum |
| Signature | 2015-10-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD A LAYNE | PreparerPersonNm |
| PTIN | P00359754 | PTIN |
| Phone | 5036436400 | PhoneNum |
| Preparation | 2015-10-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | NELDA WILSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 EAST FIRST STREET | AddressLine1Txt |
| City | GLADSTONE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $31,376,175 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $26,073,833 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $25,622,965 | CYProgramServiceRevenueAmt |
| PY Investment Income | $319,187 | PYInvestmentIncomeAmt |
| CY Investment Income | $765,879 | CYInvestmentIncomeAmt |
| PY Other Revenue | $41,065 | PYOtherRevenueAmt |
| CY Other Revenue | $57,676 | CYOtherRevenueAmt |
| PY Total Revenue | $26,434,085 | PYTotalRevenueAmt |
| CY Total Revenue | $26,446,520 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $20,739,201 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $17,486,625 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,308,617 | PYOtherExpensesAmt |
| CY Other Expenses | $1,581,692 | CYOtherExpensesAmt |
| PY Total Expenses | $22,047,818 | PYTotalExpensesAmt |
| CY Total Expenses | $19,068,317 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,386,267 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,378,203 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $37,758,527 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,691,191 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,341,884 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,145,226 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,416,643 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $31,545,965 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 533 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WELFARE AND PENSION ADMIN | PersonNm |
| Phone | 2064417574 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 34203 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| KYLE IZATT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES M WRIGHT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVE ALEXANDER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TONY STEELMAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ROBIN WICKLANDER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JACK MILLER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NELDA WILSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BOE ELLIS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WELFARE & PENSION ADMIN SERVICES | |||||
| 2815 2ND AVE SUITE 300 | SEATTLE | WA | 98121 | CONRACT ADMIN. | $505,407 |
| PREMERA | |||||
| PO BOX 91080 | SEATTLE | WA | 98111 | CLAIMS ADMIN. | $313,755 |
| MILLIMAN | |||||
| 111 SW 5TH AVENUE SUITE 2900 | PORTLAND | OR | 97204 | ACTUARY | $106,221 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| CONTRIBUTIONS FROM EMPLOYERS | $23,615,918 | $23,615,918 |
| CONTRIBUTIONS FROM PARTICIPAN | $2,007,047 | $2,007,047 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $25,622,965 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $801,651 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $801,651 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,893,883 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,929,655 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$35,772 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$35,772 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$35,772 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXPERIENCE RATING REFUND | Desc |
| Total Revenue Column | $57,676 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $57,676 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $57,676 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,446,520 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,446,520 | RelatedOrExemptFuncIncomeAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,486,625 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,381 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,500 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,336 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,088,024 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,467 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,274 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,869 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| TRANSITIONAL REINSURANCE | $201,841 |
| PCORI TAX | $7,000 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,068,317 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,196,203 | BOYAmt |
| EOY | $2,700,774 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,758,014 | BOYAmt |
| EOY | $5,485,997 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,376,827 | BOYAmt |
| EOY | $2,146,819 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,500 | BOYAmt |
| EOY | $1,500 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,454,897 | BOYAmt |
| EOY | $24,601,253 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,971,086 | BOYAmt |
| EOY | $8,754,848 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,758,527 | BOYAmt |
| EOY | $43,691,191 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,595,884 | BOYAmt |
| EOY | $3,906,226 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,746,000 | BOYAmt |
| EOY | $8,239,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,341,884 | BOYAmt |
| EOY | $12,145,226 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,416,643 | BOYAmt |
| EOY | $31,545,965 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,416,643 | BOYAmt |
| EOY | $31,545,965 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,758,527 | BOYAmt |
| EOY | $43,691,191 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,378,203 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$248,881 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| BLUE ROCK CAPITAL FUND LP | $8,754,848 | F |
| BLUE ROCK MARKET NEUTRAL FUND LLC | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $8,754,848 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCUMULATED ELIGIBILITY CREDITS | $5,333,000 |
| CLAIMS INCURED BUT NOT PAID | $2,906,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,239,000 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $26,132,303 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$248,881 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$248,881 | RevenueNotReportedAmt |
| Revenue Subtotal | $26,381,184 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $65,336 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $65,336 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $26,446,520 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $20,463,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $20,463,000 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $65,336 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$1,460,019 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$1,394,683 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $19,068,317 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 4, PART XII, LINE 4B | FormAndLineReferenceDesc |
| Explanation | CHANGE IN BENEFIT LIABILITIES -1,460,019 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4D | TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS |
| FORM 990, PAGE 6, PART VI, LINE 11B | TRUSTEES REVIEW FORM 990 AND MAKE INQUIRIES OF THE PREPARER, ATTORNEY AND THIRD PARTY ADMINISTRATOR PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | UNDER THE POLICY ALL TRUSTEES ARE REQUIRED TO DISCLOSE ANY CONFLICT OR POTENTIAL CONFLICT OF INTEREST. IT IS LEFT UP TO THE INDIVIDUAL TRUSTEE TO COME FORTH AND REPORT SUCH ITEMS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | NO COMPENSATION IS PAID TO TRUSTEES. |
| FORM 990, PAGE 6, PART VI, LINE 15B | NO COMPENSATION IS PAID TO TRUSTEES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990 CAN BE FOUND AT GUIDESTAR.ORG |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (10 entries)
| Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|
| IUOE LOCAL 701 | |
| N/A | false |
| IUOE PIPELINE | |
| N/A | false |
| IUOE-LOCAL 701 | |
| N/A | false |
| IUOE-LOCAL 701-OFFICE | |
| N/A | false |
| KLAMATH COUNTY HR | |
| N/A | false |
| PORT OF VANCOUVER | |
| N/A | false |
| WHEELER COUNTY | |
| N/A | false |
| 006 TRAINING T TNG | |
| N/A | false |
| OET TRAINING TRUST | |
| N/A | false |
| CENTRAL PENSION FUND | |
| N/A | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (12 entries)
| Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|
| AM CRANE SERVICE LLC | ||
| N/A | false | false |
| COLUMBIA SQUARE | ||
| N/A | false | false |
| CRC ENTERPRISES LLC | ||
| N/A | false | false |
| K BARRIER LLC | ||
| N/A | false | false |
| LAMPSON INTRNATNL LLC | ||
| N/A | false | false |
| METRO INDUSTRIAL CONT | ||
| N/A | false | false |
| OREGON MAINLINE PAVING | ||
| N/A | false | false |
| PARRISH EXCAVATING INC | ||
| N/A | false | false |
| PUBLIC SERVICE BUILDIN | ||
| N/A | false | false |
| RAIMORE CONSTRUCTION | ||
| N/A | false | false |
| STACY WITBECKMOWAT JV | ||
| N/A | false | false |
| WESTCOAST RESOURCES | ||
| N/A | false | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (237 entries)
| Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|
| 2G INC | |
| N/A | false |
| A B UTILITY CONTR INC | |
| N/A | false |
| ABM FACILITY SERV INC | |
| N/A | false |
| ADVANCED AMERICAN CONS | |
| N/A | false |
| ADVANCED EXCAVATING | |
| N/A | false |
| ADVANCED GEOSOLUTIONS | |
| N/A | false |
| ALTON E SULLIVAN CNSTR | |
| N/A | false |
| AM CRANE SERVICE LLC | |
| N/A | false |
| AMERICAN CONSTRUCTION | |
| N/A | false |
| AMERICAN IRONWORKERS & | |
| N/A | false |
| ANDERSEN STRUCTRS LLC | |
| N/A | false |
| APOLLO INC | |
| N/A | false |
| ARAMARK UNIFORM SERVS | |
| N/A | false |
| AXIS CRANE INC | |
| N/A | false |
| AXIS CRANE LLC | |
| N/A | false |
| BANZER CONSTRUCTION CO | |
| N/A | false |
| BARNHART CRANE & RIG | |
| N/A | false |
| BEST CONST CONTROL & | |
| N/A | false |
| BLATTNER ENERGY INC | |
| N/A | false |
| BOB BARKER TRUCKIN INC | |
| N/A | false |
| BROTHERS PIPELINE CORP | |
| N/A | false |
| BROTHERTON CORPORATION | |
| N/A | false |
| BRUNDAGE BONE CONCRETE | |
| N/A | false |
| CALBAG METALS COMPANY | |
| N/A | false |
| CAMPBELL CRANE & RIGG | |
| N/A | false |
| CANBY SAND & GRAVEL | |
| N/A | false |
| CAPITAL CONCRETE CONST | |
| N/A | false |
| CARTER & COMPANY INC | |
| N/A | false |
| CASCADE TOWER &RIGGING | |
| N/A | false |
| CHRIS JOHNSON CRN SER | |
| N/A | false |
| CHRISTENSON ELECTRIC | |
| N/A | false |
| COFFMAN EXCAVATING INC | |
| N/A | false |
| COLUMBIA BRIDGE & IRON | |
| N/A | false |
| COLUMBIA RIVER CONTRAC | |
| N/A | false |
| COLUMBIA SQUARE | |
| N/A | false |
| CONDON-JOHNSON & ASSOC | |
| N/A | false |
| COPELAND GRANTS PASS | |
| N/A | false |
| COPELAND PAVING | |
| N/A | false |
| CORAL CONSTRUCTION CO | |
| N/A | false |
| COVANTA ENERGY CORP | |
| N/A | false |
| CRC ENTERPROSES LLC | |
| N/A | false |
| DAHLREN INDUSTRIAL | |
| N/A | false |
| DAY & ZIMMERMAN NPS | |
| N/A | false |
| DBE ELECTRIC INC | |
| N/A | false |
| DELHUR INDUSTRIES INC | |
| N/A | false |
| DELTA BUILDING SERVICE | |
| N/A | false |
| DERR & GRUENEWALD CON | |
| N/A | false |
| DEWITT CONSTRUCTION | |
| N/A | false |
| DIRT & AGGREGATE INTRC | |
| N/A | false |
| DON MORIN INC DBA DMI | |
| N/A | false |
| DONALD B MURPHY | |
| N/A | false |
| DRILL TECH DRILLING & | |
| N/A | false |
| ELTING NORTHWEST | |
| N/A | false |
| EUGENEEGGE S&G | |
| N/A | false |
| EXTREME EXCAVATION INC | |
| N/A | false |
| FORSLUND CONSTRUCT INC | |
| N/A | false |
| GALLAGHER ASPHALT | |
| N/A | false |
| GONZALES BORING & TUNN | |
| N/A | false |
| GOODFELLOW BROS INC | |
| N/A | false |
| GRANITE CONSTRUCTION CO | |
| N/A | false |
| GREAT WESTERN MALTING | |
| N/A | false |
| H & J CONSTRUCTION | |
| N/A | false |
| HAAG & SHAW EXCAVATION | |
| N/A | false |
| HARDER MECHANICAL CONT | |
| N/A | false |
| HARMON INC | |
| N/A | false |
| HAYWARD-BAKER INC | |
| N/A | false |
| HGC INC | |
| N/A | false |
| HOFFMAN STRUCTURES INC | |
| N/A | false |
| INTERSTATE CRANE RNTL | |
| N/A | false |
| J LEVIN EXCAVATION LLC | |
| N/A | false |
| JAMMIE'S ENVIRONMENTAL | |
| N/A | false |
| JE DUNN CONST CO | |
| N/A | false |
| JEFF CARTER CONST INC | |
| N/A | false |
| JENSEN DRILLING CO | |
| N/A | false |
| JH KELLY LLC | |
| N/A | false |
| JOHNSON ROCK PRODUCTS | |
| N/A | false |
| JUST BUCKET EXCAVATING | |
| N/A | false |
| K BARRIER LLC | |
| N/A | false |
| K F JACOBSEN & CO INC | |
| N/A | false |
| KIEWIT INFRASTRUCTURE | |
| N/A | false |
| KINNAN ENGINEERING INC | |
| N/A | false |
| KLB INC | |
| N/A | false |
| L NOVAK ENT INC | |
| N/A | false |
| LAKESIDE INDUSTRIES | |
| N/A | false |
| LAMPSON INTERNATIONAL | |
| N/A | false |
| LASKEY-CLIFTON CORP | |
| N/A | false |
| LEGACY CONTRACTING | |
| N/A | false |
| LOY CLARK PIPELINE CO | |
| N/A | false |
| LTM COAST | |
| N/A | false |
| LTM KLAMATH FALLS | |
| N/A | false |
| LTM MEDFORD | |
| N/A | false |
| LTM ROSEBURG | |
| N/A | false |
| MADISON INC | |
| N/A | false |
| MALCOLM DRILLING CO | |
| N/A | false |
| MANOR MANAGEMENT SERV | |
| N/A | false |
| MARION CONSTRUCTION CO | |
| N/A | false |
| MARLEY COOLINGMCT SER | |
| N/A | false |
| MAX J KUNEY COMPANY | |
| N/A | false |
| MCDONALD EXCAVATING | |
| N/A | false |
| MD CONSTRUCTION | |
| N/A | false |
| MEKO CONSTRUCTION INC | |
| N/A | false |
| METRO INDUSTRIAL CONT | |
| N/A | false |
| MICHELS PIPELINE | |
| N/A | false |
| MING SURVEYORS INC | |
| N/A | false |
| MJ HUGHES CONST INC | |
| N/A | false |
| MOORE EXCAVATION INC | |
| N/A | false |
| MORGAN MILLWRIGHT | |
| N/A | false |
| MOUNTAIN CASCADE INC | |
| N/A | false |
| MOUNTAIN CRANE SERVICE | |
| N/A | false |
| MOWAT CONSTRUCTION CO | |
| N/A | false |
| NATT MCDOUGALL CO | |
| N/A | false |
| NESS & CAMPBELL CRANE | |
| N/A | false |
| NORPAC FOODS INC | |
| N/A | false |
| NORTHWEST BORING CO | |
| N/A | false |
| NORTHWEST CASCADE INC | |
| N/A | false |
| NW DEMO & DISMANTLING | |
| N/A | false |
| NW METAL FAB &PIPE INC | |
| N/A | false |
| OLDHAM CRANE SERV INC | |
| N/A | false |
| OPERATING ENG L 3 FCU | |
| N/A | false |
| OREGON MAINLINE PAVING | |
| N/A | false |
| PACIFIC FOUNDATION INC | |
| N/A | false |
| PACIFIC RIM CONSTRUCTION | |
| N/A | false |
| PARKER EXC & UNDERGRND | |
| N/A | false |
| PARKER NW PAVING CO | |
| N/A | false |
| PENHALL COMPANY | |
| N/A | false |
| PORT OF LONGVIEW | |
| N/A | false |
| PORT OF PORTLAND | |
| N/A | false |
| PORT OF VANCOUVER | |
| N/A | false |
| PORTLAND HILTON HOTEL | |
| N/A | false |
| PORTLAND HOSPITAL SERV | |
| N/A | false |
| PRIDE BUILDING SERVICE | |
| N/A | false |
| PROVIDENCE HEALTH SYST | |
| N/A | false |
| R&R GENERAL CONT INC | |
| N/A | false |
| RAIMORE CONSTRUCTION | |
| N/A | false |
| RALPH CONCRETE PUMPING | |
| N/A | false |
| RANES EXCAVATING | |
| N/A | false |
| RAWHIDE EXCAVATING INC | |
| N/A | false |
| RDF BUILDERS CO | |
| N/A | false |
| RESOURCE MANAGEMENT ASSOCIATION | |
| N/A | false |
| RHINE DEMOLITION LLC | |
| N/A | false |
| RIO UNDERGROUND CONST | |
| N/A | false |
| ROCKFORD CORPORATION | |
| N/A | false |
| ROGERS ADMINISTRAT INC | |
| N/A | false |
| ROGNLIN'S INC | |
| N/A | false |
| ROSS ISLAND SAND & | |
| N/A | false |
| S&B JAMES CONST CO | |
| N/A | false |
| SANTANA CRANE INC | |
| N/A | false |
| SCARSELLA BROS INC | |
| N/A | false |
| SCHEFFLER NORTHWEST | |
| N/A | false |
| SCHEFFLER NW INC | |
| N/A | false |
| SCHNITZER STEEL PRODS | |
| N/A | false |
| SCOTT PARTNEY CONSTRUCTION | |
| N/A | false |
| SELBY BRIDGE COMPANY | |
| N/A | false |
| SICKLESTEEL CRANES INC | |
| N/A | false |
| SKAAR CONSTRUCTION INC | |
| N/A | false |
| SKANSKA USA OREGON DIV | |
| N/A | false |
| SO OR CONCRETE PUMPING | |
| N/A | false |
| SOUNDWELD INC | |
| N/A | false |
| SSC CONSTRUCTION INC | |
| N/A | false |
| STACY & WITBECK | |
| N/A | false |
| STACY WITBECKMOWAT JV | |
| N/A | false |
| STAR CONSTRUCTION SERV | |
| N/A | false |
| SUNDOWN ELECTRIC CO | |
| N/A | false |
| SWAGGART BROTHERS INC | |
| N/A | false |
| TBH & ASSOCIATES LLC | |
| N/A | false |
| TERRY LEE EXCAVATING | |
| N/A | false |
| THE HDD COMPANY INC | |
| N/A | false |
| TILLAMOOK COUNTY CREAM | |
| N/A | false |
| TITAN UTILITIES LLC | |
| N/A | false |
| TOTAL SYSTEMS SERV INC | |
| N/A | false |
| TRI-STATE CONSTRCT INC | |
| N/A | false |
| TURNER CONSTRUCTION CO | |
| N/A | false |
| UNION COUNTY ROAD DEPT | |
| N/A | false |
| VEMCO CRANE & RIGGING | |
| N/A | false |
| WARD HENSHAW CONST CO | |
| N/A | false |
| WEITMAN EXCAVATION LLC | |
| N/A | false |
| WESTCOAST RESOURCES | |
| N/A | false |
| WHEELER COUNTY | |
| N/A | false |
| WHITE BUFFALO CONSTR | |
| N/A | false |
| WILDISH CONST (BUILD) | |
| N/A | false |
| WILDISH CONST COMPANY | |
| N/A | false |
| WILDISH PAVING CO | |
| N/A | false |
| WILDISH STANDARD PAVNG | |
| N/A | false |
| WPAS INC | |
| N/A | false |
| ABACUS PROJECT MGMT | |
| N/A | false |
| ACS CONSTRUCTION LLC | |
| N/A | false |
| ALASKA CONTINENTAL | |
| N/A | false |
| WEST COAST CONTRACTORS INC | |
| N/A | false |
| VALE OREGON IRRIGATION | |
| N/A | false |
| UNITED STATES BAKERY | |
| N/A | false |
| SNYDERS BAKERY | |
| N/A | false |
| SNELL CRANE SERV INC | |
| N/A | false |
| SNELL CRANE | |
| N/A | false |
| SERVICE LINEN LAUNDRY | |
| N/A | false |
| SELF PAY | |
| N/A | false |
| SAMARITAN RESOURCE LLC | |
| N/A | false |
| RHODES CRANE & RIGGING | |
| N/A | false |
| R F STEARNS INC | |
| N/A | false |
| Q3 CONTRACTING INC | |
| N/A | false |
| PSF INDUSTRIES INC | |
| N/A | false |
| PSF INDUSTRIAL INC | |
| N/A | false |
| PROVIDENCE HOOD RIVER | |
| N/A | false |
| PIVETTA BROTHERS INC | |
| N/A | false |
| PETERSEN BROTHERS INC | |
| N/A | false |
| PENDLETON ELECTRIC | |
| N/A | false |
| PARRISH EXCAVATING INC | |
| N/A | false |
| P R WORTH INC | |
| N/A | false |
| O'NEILL ELECTRIC INC | |
| N/A | false |
| OMEGA INDUST CONT INC | |
| N/A | false |
| NW LINE BUILDERS LLC | |
| N/A | false |
| NORTHWEST LININGS & | |
| N/A | false |
| MICHELS DIRECTIONAL CROSSING | |
| N/A | false |
| MAXIM CRANE WORKS | |
| N/A | false |
| M A MORTENSON COMPANY | |
| N/A | false |
| LUCHT'S CONCRETE PUMPN | |
| N/A | false |
| KULCHIN FOUNDATION | |
| N/A | false |
| KIRK ERECTORS INC | |
| N/A | false |
| INFRASOURCE CONST LLC | |
| N/A | false |
| FRANK COLUCCIO CONST | |
| N/A | false |
| EUGENE SAND CONST INC | |
| N/A | false |
| ENGINEERED HEAVY SERV | |
| N/A | false |
| EMMERT INTERNATIONAL | |
| N/A | false |
| EMANUEL HOSPITAL | |
| N/A | false |
| ELDER DEMOLITION INC | |
| N/A | false |
| DYK INC | |
| N/A | false |
| DUNCAN CRANE SERVICE | |
| N/A | false |
| DIXON MARINE SERVICES | |
| N/A | false |
| DIAMOND FRUIT GROWERS | |
| N/A | false |
| DEMCO INC | |
| N/A | false |
| DARIGOLD INC | |
| N/A | false |
| CROSS COUNTRY HDI INC | |
| N/A | false |
| CONWAY CONSTRUCTION CO | |
| N/A | false |
| CASCADE GENERAL INC | |
| N/A | false |
| BPW COMPANY LLC | |
| N/A | false |
| BECHO INC | |
| N/A | false |
| ASH GROVE CEMENT | |
| N/A | false |
| ALSCO-AMERICAN LINEN | |
| N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |