2026-03-11T16:59:16-05:00 2025-04-30 MILLER KAPLAN ARASE LLP 3900 W ALAMEDA AVE STE 2400 BURBANK CA 915054302 990 2024-05-01 452137944 Utah-Idaho Teamsters Retirees' Trust % SSA DAVIN MARTINEZ UTAH 6022493582 C/O SSA 2550 W Union Hills Dr 290 Phoenix AZ 85027 Spencer Hogue President 6022493582 2026-03-07 true true Edmond Avaness CPA P00966890 8187692010 2024 2025-03-06 01:10:19Z DAVID ANDERSON 2550 W UNION HILLS DR STE 290 Phoenix AZ 85027 38131115 false X N/A X 2011 UT SEE SCHEDULE O 8 4 0 0 0 0 0 0 15164677 15074650 -623644 4019424 0 0 14541033 19094074 0 0 5606368 5995405 0 0 0 0 0 706165 831108 6312533 6826513 8228500 12267561 88837485 106499084 8937 30199 88828548 106468885 X SEE SCHEDULE O false false SEE SCHEDULE O false false false false false false false false false false true false false false 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 378 0 true 0 false false false false false false false false X 8 4 false false false false false false false true true false false true true true true true true false false false X SSA DAVIN MARTINEZ 6022493582 2550 W UNION HILLS DR STE 290 PHOENIX AZ 85027 X DAVID ANDERSON EMPLOYER TRUSTEE 1.0 40.0 X 0 0 0 TOM CANNON EMPLOYER TRUSTEE 1.0 40.0 X 0 0 0 TIM DIETZ EMPLOYER TRUSTEE 1.0 40.0 X 0 0 0 LARRY ORTEGA EMPLOYER TRUSTEE 1.0 40.0 X 0 0 0 VERONICA TERPENING EMPLOYER TRUSTEE - PAST 1.0 40.0 X 0 0 0 SPENCER HOGUE UNION TRUSTEE 1.0 40.0 X 0 0 0 BOB MENDEZ UNION TRUSTEE 1.0 40.0 X 0 0 0 BRITT MILLER UNION TRUSTEE 1.0 40.0 X 0 0 0 JESSICA PRATHER UNION TRUSTEE - PAST 1.0 40.0 X 0 0 0 JIM SOUMAS UNION TRUSTEE 1.0 40.0 X 0 0 0 0 0 0 0 false false false CIGNA PO BOX 644546 PITTSBURGH PA 15264 ADMIN SUPPORT SVCS 234372 SOUTHWEST SERVICE ADMINISTRATORS I 2550 W UNION HILLS DR STE 290 PHOENIX AZ 85027 CONTRACT ADMIN. 218892 2 0 EMPLOYER CONTRIBUTIONS 900099 14500698 14500698 0 0 PARTICIPANT CONTRIBUTIONS 900099 573952 573952 0 0 15074650 2606616 0 0 2606616 0 0 0 0 0 20449849 19037041 1412808 1412808 0 0 1412808 0 0 0 0 0 0 0 0 0 0 19094074 15074650 0 4019424 0 0 0 5995405 0 0 0 0 0 0 225533 16653 32077 0 0 150134 329191 0 32592 0 0 0 0 0 3779 0 0 0 17959 BANK FEES 20133 PCORI FEES 3057 6826513 1726463 2635024 142381 14551 0 0 1786170 1876607 0 0 0 0 0 0 0 0 0 0 0 0 10442358 10170186 74740113 91802716 0 0 0 0 0 0 88837485 106499084 8937 30199 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8937 30199 X 0 0 0 0 88828548 106468885 88828548 106468885 88837485 106499084 12267561 5372776 X false true X true COMMON COLLECTIVE FUNDS 63525145 F PARTNERSHIPS 28277571 F 91802716 0 0 X 24316716 5372776 -150134 5222642 19094074 19094074 6676379 6676379 150134 150134 6826513 PART X, LINE 2: NO PROVISION FOR FEDERAL OR STATE INCOME TAX IS MADE. THE PLAN HAS RECEIVED TAX-EXEMPT STATUS FROM THE FEDERAL GOVERNMENT UNDER INTERNAL REVENUE CODE SECTION 501(C)(9) AND THE STATE OF UTAH UNDER SECTION 16-6A. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D: INVESTMENT EXPENSES OFFSET WITH INVESTMENT INCOME ON AUDITED FINANCIAL STATEMENTS AND REPORTED ON FORM 990, PART IX, LINE 11F. PART XII, LINE 4B: INVESTMENT EXPENSES OFFSET WITH INVESTMENT INCOME ON AUDITED FINANCIAL STATEMENTS AND REPORTED ON FORM 990, PART IX, LINE 11F. PART I, LINE 1 AND PART III, LINES 1 AND 4a: THE UTAH-IDAHO TEAMSTERS RETIREES' TRUST IS A MULTIEMPLOYER WELFARE BENEFIT PLAN PROVIDING MEDICAL-HOSPITAL, DENTAL, PRESCRIPTION, VISION AND LIFE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS. PART VI, LINE 11B: THE BOARD OF TRUSTEES RETAINS AN INDEPENDENT CPA FIRM TO PERFORM AN ANNUAL AUDIT AND PREPARE THE ANNUAL TAX FORM 990. EACH BOARD MEMBER IS GIVEN A COPY OF THE FORM 990. THE FORM 990 IS REVIEWED BY THE CPA WITH THE BOARD OF TRUSTEES AND ONCE THE TRUSTEES ARE SATISFIED THAT THE RETURN IS COMPLETE AND ACCURATE THEY AUTHORIZE THE CPA TO ELECTRONICALLY FILE IT. PART VI, LINE 12C: TRUSTEES ARE REQUIRED TO NOTIFY THE PLAN OF ANY CHANGES IN THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICT. PART VI, LINES 15A AND 15B: MEMBERS OF THE BOARD OF TRUSTEES RECEIVE NO COMPENSATION. THE PLAN DOES NOT HAVE OTHER OFFICERS OR KEY EMPLOYEES AS DEFINED. PART VI, LINE 19: THE PLAN MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON WRITTEN REQUEST. PART VII, COLUMN E: THE FOLLOWING TRUSTEES RECEIVED COMPENSATION FROM RELATED TAX-EXEMPT ORGANIZATIONS AND SUCH COMPENSATION INFORMATION IS AVAILABLE ON THE RELATED ORGANIZATIONS' FORM 990: SPENCER HOGUE BOB MENDEZ BRITT MILLER JESSICA PRATHER JIM SOUMAS UTAH-IDAHO TEAMSTERS SECURITY FUND 2550 W UNION HILLS DR STE 290 PHOENIX AZ 85027 876122720 EMP. BEN. PL. UT 501(C)(9) N/A NA false UTAH AGC TEAMSTERS APPRENTICE TRUST 2550 W UNION HILLS DR STE 290 PHOENIX AZ 85027 870300921 TRNG PROGRAM UT 501(c)(3) n/a NA false SEE ATTACHED FOR A LIST OF N/A SEE ATTACHED LIST OF CONTRIBUTING EMPLOYERS AF SEE ATTACHED LIST OF NA false false false false false false false false false false false false false false false true false false true SCHEDULE R, PARTS II, III AND IV: CALLING GRACE PRODUCTIONS, LLC CANTINA PRODUCTIONS, LLC COMMUNITY FILMS, LLC DEAN FOODS COMPANY #2028 EARTHGRAINS C/O BIMBO BAK EARTHGRAINS MERCHANDISERS FARM LEAGUE GENEVA ROCK PRODUCTS GIBBSON & REED-UTAH GENER GREAT WESTERN MALTING CO. HORIZON SERIES, INC. LEGENDARY FEATURES PRODUCTIONS, LLC MAGNA WATER DISTRICT MEADOW GOLD DAIRY - BILLI MEADOW GOLD DAIRY - CASPE MEADOW GOLD DAIRY - IDAHO MEADOW GOLD DAIRY - MISSO MEADOW GOLD DAIRY - UTAH MICHELS PIPELINE CONSTRUC MINTED CONTENT, INC. O POSITIVE, LLC PRECISION PIPELINE, LLC PRODCO RAIL TERMINAL SERVICES/UP TEAMSTERS LOCAL #222 TEAMSTERS LOCAL #983 THE CHOSEN TEXAS, LLC UNITED PARCEL SERVICE - U W W CLYDE - UTAH GENERAL