2025-12-24T12:31:30-06:00 2025-02-28 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON RD STE 400 SAN RAMON CA 94583 990 2024-03-01 936028906 WESTERN STATES HEALTH AND WELFARE TRUST FUND OF THE OPEIU % BENESYS INC WEST 5032240048 5331 S MACADAM AVE STE 258 PORTLAND OR 972393871 HOWARD BELL TRUSTEE/CO-CHAIR 5032240048 2025-12-23 true true JAMES N BROWNING P01451906 9252779100 2024 2025-03-06 01:10:19Z HOWARD BELL 5331 S MACADAM AVE STE 258 PORTLAND OR 972393871 30685704 false X N/A X TO PROVIDE HEALTH BENEFITS FOR PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS. 6 0 0 0 0 0 0 0 20656724 21210601 418451 984625 42079 0 21117254 22195226 0 0 20534915 21176307 0 0 0 0 0 414700 461421 20949615 21637728 167639 557498 17939100 17947484 3237719 2050506 14701381 15896978 X TO PROVIDE HEALTH BENEFITS FOR PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS. false false TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS. false false false false false false false false false false false false false true false 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 9 0 true 0 false false false false false false false false X 6 0 false true false false false false false true true false false false true true true true true false false false X X BENESYS INC 5032240048 5331 S MACADAM AVE STE 258 PMB 116 PORTLAND OR 972393871 X HOWARD BELL TRUSTEE/CO-CHAIR 1.0 0.0 X X 0 0 0 DARCY NOXON TRUSTEE 1.0 0.0 X 0 0 0 CHEYENNE RUSSELL TRUSTEE 1.0 0.0 X 0 0 0 KARYN MORRISON TRUSTEE 1.0 0.0 X 0 0 0 SARA EDER TRUSTEE/CO-CHAIR 1.0 0.0 X X 0 0 0 SARA SLACK TRUSTEE - EFF. 3/2024 1.0 0.0 X 0 0 0 SEE SCHEDULE O FOR COMPENSATION PAID BY RELATED ORGANIZATIONS 0.0 0.0 X 0 0 0 0 0 0 0 false false false BENESYS INC 5331 SW MACADAM AVE STE 258 PORTLAND OR 97239 ADMINISTRATION 174538 1 0 EMPLOYER CONTRIBUTIONS 900099 20183555 20183555 PARTICIPANT CONTRIBUTIONS 900099 1027046 1027046 21210601 565824 565824 0 0 0 0 0 8909279 8490478 418801 418801 418801 0 0 0 0 0 0 0 0 0 0 22195226 21210601 0 984625 0 0 0 21176307 0 0 0 0 0 0 0 18043 15785 0 0 12750 276210 0 69033 0 0 0 0 0 8846 0 0 0 31849 DOMESTIC PARTNER TAXES 28905 21637728 0 0 1796382 1722763 0 0 1441666 312413 0 0 0 0 0 0 0 0 4844 2971 0 0 14696208 15909337 0 0 0 0 0 0 0 0 17939100 17947484 11839 36640 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3225880 2013866 3237719 2050506 X 0 0 0 0 14701381 15896978 14701381 15896978 17939100 17947484 557498 232780 405319 X X false true X true false 0 CLAIMS PAYABLE AND IBNR 75515 ACCUMULATED ELIGIBILITY CREDITS 1938351 2013866 X 22415256 232780 232780 22182476 12750 12750 22195226 21489890 21489890 12750 135088 147838 21637728 PART X, LINE 2: The Plan has analyzed the tax positions taken by the Plan and has concluded that, as of February 28, 2025, and February 29, 2024, there are no uncertain positions taken or expected to be taken what 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 A THIRD-PARTY ADMINISTRATOR TO PROVIDE DAY-TO-DAY ADMINISTRATIVE SERVICES TO THE ORGANIZATION. FORM 990, PART VI, LINE 11B: A COPY OF FORM 990 IS REVIEWED BY TWO TRUSTEES. ANY QUESTIONS RAISED UPON REVIEW ARE RESOLVED PRIOR TO FILING. FORM 990, PART VI, LINE 12C: LEGAL COUNSEL FOR THE PLAN MONITORS RELATIONSHIPS AND AGREEMENTS WITH SERVICE PROVIDERS TO SEE THAT APPROPRIATE PROTECTIONS ARE IN PLACE AND ADHERED TO. TRANSACTIONS ARE SCRUTANIZED BY TRUSTEES AND LEGAL COUNSEL TO PRESENT POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VIII, 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. FORM 990, PART VI, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABE UPON REQUEST TO THE PUBLIC. 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. SEE PART VII SUPPLEMENTAL INFORMATION N/A false false false false false false false false false false false false false false false false false false false SCHEDULE R, PART II 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 FEBRUARY 28, 2025, THERE ARE 33 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 ORANIZATION, PARTNERSHIP, TAXABLE CORPORATION OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE THIRD-PARTY ADMINISTRATOR 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. ASSN WESTERN PULP/PAPER CITY OF VANCOUVER COLUMBIA PAC BLDG TRADES ELEVATORS CONSTRUCTORS IBEW LOCAL #291 IBEW LOCAL #354 FCU ILWU LOCAL #40 ILWU LOCAL UNION 8 IRONWORKERS LOCAL #14 IRONWORKERS LOCAL #29 IRONWORKERS LOCAL #516 IRONWORKERS USA FCU IUPAT DIST COUNCIL #5 LABORS COMM SERV AG INC LOWER COLUMBIA LONGSHORE LUMBER/SAWMILL WRKRS 2949 MACHINISTS/BOILERMKRS FCU MANOR MGMT SERVICES. INC NORTHWEST LABOR PRESS NW NATURAL GAS NW OREGON LABOR COUNCIL OPEIU LOCAL 11 OR FED OF NURSES 5017 OR STATE BLDG & CONST TRD OREGON AFL-CIO PAC NW IRONWORKERS JATC PACIFIC NW IRONWORKERS PLUMBERS LU 598 PLUMBERS LU 598 JATC SKAMANIA COUNTY SOUTHCOST ILWU FCU U.A. LOCAL #290 U.A. LOCAL #290 TRAINING