2012-04-03T11:30:49-05:00 2011-10-31 BJORKLUND & MONTPLAISIR CPA'S 9020 SW WASHINGTON SQ RD SUITE 46 PORTLAND OR 97223 990 2010-11-01 936090239 SCHOOL DISTRICT NO 1 HEALTH AND WELFARE TRUST FUND SCHO 8006544411 7600 SW MOHAWK STREET TUALATIN OR 970628121 LEONARD ANDERSON 8006544411 2012-03-31 true RICHARD A LAYNE 5036436400 2012-03-22 2010 2016-02-24 21:20:13Z PATI PIRO-BOSLEY 7600 SW MOHAWK STREET TUALATIN OR 970628121 68372496 false X SDTRUST.COM X 1972 OR 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 65405351 67224514 237512 199340 747106 948642 66389969 68372496 0 65789599 67980165 0 0 0 1782351 1765433 67571950 69745598 -1181981 -1373102 16097462 15043937 7856197 8069378 8241265 6974559 X 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 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 false false false false true 1819 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 X 0 0 0 HANK HARRIS 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 LISA NEWLYN 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 0 0 0 DAVID WINKLER 2.00 X 0 0 0 BECKY WRIGHT 2.00 X 0 0 0 DEE SIMMONS 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 false false false ASSOCIATED THIRD PARTY ADMINISTRATOR 7600 SW MOHAWK STREET TUALATIN OR 970628121 CONTRACT ADMIN 855355 MERCER HUMAN RESOURCE CONSULTING 111 SW COLUMBIA STREET PORTLAND OR 97201 CONSULTANT 325283 INNOVATIVE CARE MANAGEMENT 15 82ND DRIVE SUITE 180 GLADSTONE OR 970272560 CLAIMS REVIEW 101532 3 EMPLOYER CONTRIBUTIONS 63568608 63568608 PARTICIPANT CONTRIBUTIONS 3655906 3655906 67224514 199340 199340 ERRP REFUND 478949 478949 EXPERIENCE REFUND 456959 456959 SETTLEMENTS 12734 12734 948642 68372496 68372496 67980165 855355 44400 32210 325283 108641 104897 26888 CLAIMS ADMINISTRATION 126446 CLAIMS COST CONTROL 101532 BANK CHARGES 37021 WEBSITE MAINTENANCE 2760 69745598 0 0 0 3325605 1382454 5101428 5691028 13913 12976 7656516 7957479 16097462 15043937 54024 92822 257691 52050 7544482 7924506 7856197 8069378 X 8241265 6974559 8241265 6974559 16097462 15043937 -1373102 106396 X false true true X false false false false false false false false false false false INSURANCE PREMIUMS PAYABLE 3292422 CLAIMS INCURRED BUT NOT REPORTED 2772740 CLAIMS PAYABLE 1859344 7924506 68372496 69745598 -1373102 106396 380024 486420 -886682 68478892 106396 106396 68372496 68372496 69365574 69365574 380024 380024 69745598 RECONCILIATION OF CHANGES - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 8 INCREASE IN BENEFIT OBLIGATIONS 380,024 EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER SCHEDULE D, PAGE 4, PART XIII, LINE 4B INCREASE IN BENEFIT OBLIGATIONS 380,024 ORGANIZATION'S MISSION FORM 990 - ORGANIZATION'S MISSION 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.