2013-05-09T18:59:21-05:00 2012-10-31 BJORKLUND & MONTPLAISIR CPA'S 9020 SW WASHINGTON SQ RD SUITE 46 PORTLAND OR 97223 990 2011-11-01 936090239 SCHOOL DISTRICT NO 1 HEALTH AND WELFARE TRUST FUND SCHO 8006544411 7600 SW MOHAWK STREET TUALATIN OR 970628121 BELINDA REAGAN 8006544411 2013-04-20 true RICHARD A LAYNE 5036436400 2013-04-18 2011 2016-02-25 16:41:14Z BELINDA REAGAN 7600 SW MOHAWK STREET TUALATIN OR 970628121 70305046 false X SDTRUST.COM X 1972 OR TO PROVIDES MEDICAL, VISION, DENTAL, PRESCRIPTION, SUPPLEMENTAL INCOME, DEATH AND VOLUNTARY ACCIDENT BENEFITS TO PARTICIPANTS ON WHOSE BEHALF THE SCHOOL DISTRICT CONTRIBUTES TO THE PLAN IN ACCORDANCE WITH THE COLLECTIVE BARGAINING AGREEMENTS 12 12 0 0 0 67224514 70065152 199340 186574 948642 53320 68372496 70305046 0 67980165 67544678 0 0 0 1765433 1743455 69745598 69288133 -1373102 1016913 15043937 16569942 8069378 8252306 6974559 8317636 X TO PROVIDES MEDICAL, VISION, DENTAL, PRESCRIPTION, SUPPLEMENTAL INCOME, DEATH AND VOLUNTARY ACCIDENT BENEFITS TO PARTICIPANTS ON WHOSE BEHALF THE SCHOOL DISTRICT CONTRIBUTES TO THE PLAN IN ACCORDANCE WITH THE COLLECTIVE BARGAINING AGREEMENTS false false TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR 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 false true 1790 0 true 0 false false false false false false X 12 12 false false false false false false false true true false false true true true true true true true true false X ASSOCIATED THIRD PARTY ADMINISTRATO 8006544411 7600 SW MOHAWK ST TUALATIN OR 970628121 X LEONARD ANDERSON 2.00 X 0 0 0 LE HUYNH 2.00 X 0 0 0 DAVID WYNDE 2.00 X 0 0 0 PAM BYBEE 2.00 X 0 0 0 MICHELLE RIDDELL 2.00 X 0 0 0 EMMA FORD 2.00 X 0 0 0 BELINDA REAGAN 2.00 X 0 0 0 TERRI BURTON 2.00 X 0 0 0 SCOTT LUCY 2.00 X 0 0 0 BROCK LOGAN 2.00 X X 0 0 0 MARTY PAVLIK 2.00 X 0 0 0 BECKY WRIGHT 2.00 X 0 0 0 JOHN BERKEY 2.00 X 0 0 0 MICHELLE BATTEN 2.00 X 0 0 0 JACK ROY 2.00 X 0 0 0 RUSS PETERSON 2.00 X 0 0 0 GWEN SULLIVAN 2.00 X 0 0 0 PAT CHRISTENSEN 2.00 X 0 0 0 false false false ASSOCIATED THIRD PARTY ADMINISTRATOR 7600 SW MOHAWK STREET TUALATIN OR 970628121 CONTRACT ADMIN 777245 MERCER HUMAN RESOURCE CONSULTING 111 SW COLUMBIA STREET PORTLAND OR 97201 CONSULTANT 398914 INNOVATIVE CARE MANAGEMENT 15 82ND DRIVE SUITE 180 GLADSTONE OR 970272560 CLAIMS REVIEW 142265 3 EMPLOYER CONTRIBUTIONS 66108127 66108127 PARTICIPANT CONTRIBUTIONS 3957025 3957025 70065152 186574 186574 SETTLEMENTS 42691 42691 EXPERIENCE REFUND 10599 10599 MISCELLANEOUS 30 30 53320 70305046 70305046 67544678 777245 44400 19812 398914 103361 67608 26774 CLAIMS COST CONTROL 142265 CLAIMS ADMINISTRATION 130881 BANK CHARGES 32195 69288133 0 0 0 1382454 2612094 5691028 5478424 12976 13333 7957479 8466091 15043937 16569942 92822 75248 52050 307976 7924506 7869082 8069378 8252306 X 6974559 8317636 6974559 8317636 15043937 16569942 1016913 326164 X false true true X false false false false false false false false false false false INSURANCE PREMIUMS PAYABLE 3484481 CLAIMS INCURRED BUT NOT REPORTED 2380090 CLAIMS PAYABLE 2004510 ROUNDING 1 7869082 70305046 69288133 1016913 326164 -55424 270740 1287653 70631210 326164 326164 70305046 70305046 69343557 69343557 -55424 -55424 69288133 RECONCILIATION OF CHANGES - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 8 DECREASE IN BENEFIT OBLIGATIONS -55,424 EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER SCHEDULE D, PAGE 4, PART XIII, LINE 4B DECREASE IN BENEFIT OBLIGATIONS -55,424 ORGANIZATION'S MISSION FORM 990 - ORGANIZATION'S MISSION TO PROVIDES MEDICAL, VISION, DENTAL, PRESCRIPTION, SUPPLEMENTAL INCOME, DEATH AND VOLUNTARY ACCIDENT BENEFITS TO PARTICIPANTS ON WHOSE BEHALF THE SCHOOL DISTRICT CONTRIBUTES TO THE PLAN IN ACCORDANCE WITH THE COLLECTIVE BARGAINING AGREEMENTS ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11B TRUSTEES REVIEW FORM 990 AND ASK QUESTIONS OF THE PREPARER PRIOR TO FILING. ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C TRUSTEES ARE REQUIRED TO NOTIFY THE TRUST OF ANY CHANGES IN THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS. COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A NO COMPENSATION IS PAID COMPENSATION PROCESS FOR OFFICERS FORM 990, PAGE 6, PART VI, LINE 15B NO COMPENSATION IS PAID. GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 THE TRUST DOCUMENT, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED IN THE TRUSTS' OFFICE AND ARE AVAILABLE UPON REQUEST. PORTLAND PUBLIC SCHOOLS 501 NORTH DIXON STREET PORTLAND OR 97227 936000830 PUBLIC SCH OR 501(C) N/A false false false false false false false false false false false false false false false false false false false