2025-03-14T19:09:18-05:00 2024-04-30 MILLER KAPLAN ARASE LLP 3900 W ALAMEDA AVE STE 2400 BURBANK CA 915054302 990 2023-05-01 876122720 UTAH-IDAHO TEAMSTERS SECURITY FUND % SSA NICK MOWER UTAH 6022493582 C/O SSA 2550 W UNION HILLS DR 290 PHOENIX AZ 85027 Spencer Hogue President 6022493582 2025-03-13 true true Edmond Avaness CPA P00966890 8187692010 2023 2025-03-06 01:10:19Z DAVE ANDERSON 2550 W UNION HILLS DR STE 290 PHOENIX AZ 85027 148927767 false X N/A X 1956 UT SEE SCHEDULE O 8 4 187 0 0 0 0 0 59295397 60939645 355813 -1357550 0 0 59651210 59582095 0 0 54605452 57318562 0 0 0 0 0 2982493 2949421 57587945 60267983 2063265 -685888 68838027 73408211 190513 715826 68647514 72692385 X SEE SCHEDULE O false false SEE SCHEDULE O false false false false false false false false false false true false false true 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 1512 0 true 187 true 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 NICK MOWER 6022493582 2550 W UNION HILLS DR STE 290 PHOENIX AZ 85027 X DAVE 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 VERONICA TERPENING EMPLOYER TRUSTEE 1.0 40.0 X 0 0 0 SPENCER HOGUE 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 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 SOUTHWEST SERVICE ADMINISTRATORS I 2550 W UNION HILLS DR STE 290 PHOENIX AZ 85027 CONTRACT ADMIN. 964341 CIGNA PO BOX 644546 PITTSBURGH PA 15264 ADMIN SUPPORT SVCS 1029058 MILLER KAPLAN ARASE LLP 3900 W ALAMEDA AVE STE 2400 BURBANK CA 91505 AUDIT & ACCOUNTING 148550 SEGAL CONSULTING 333 W 34th St NEW YORK NY 10001 CONSULTING 118912 4 0 EMPLOYER CONTRIBUTIONS 900099 60887312 60887312 0 0 PARTICIPANT CONTRIBUTIONS 900099 52333 52333 0 0 60939645 1843413 0 0 1843413 0 0 0 0 0 86144709 89345672 -3200963 -3200963 0 0 -3200963 0 0 0 0 0 0 0 0 0 0 59582095 60939645 0 -1357550 0 0 0 57318562 0 0 0 0 0 0 1026618 54158 101378 0 0 111465 1338858 0 172125 0 0 0 0 0 13107 0 0 0 25394 BANK CHARGES 89335 PCORI FEES 16983 60267983 158160 0 1426291 85974 0 0 7630236 8600078 0 0 0 0 0 0 0 0 0 0 0 0 59623340 27568260 0 37153899 0 0 0 0 0 0 68838027 73408211 190513 660405 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 55421 190513 715826 X 0 0 0 0 68647514 72692385 68647514 72692385 68838027 73408211 -685888 4730759 X false true X true COMMON COLLECTIVE FUNDS 31241335 F PARTNERSHIP 5912564 F 37153899 0 ACCRUED INVESTMENT PURCHASES 55421 55421 X 64201389 4730759 -111465 4619294 59582095 59582095 60156518 60156518 111465 111465 60267983 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 SECURITY FUND IS A MULTIEMPLOYER WELFARE BENEFIT PLAN PROVIDING MEDICAL-HOSPITAL, DENTAL, PRESCRIPTION, VISION, DISABILITY, LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS. part i, line 5; part v, lines 2a and 2b; part ix, lines 7-10: the plan has no statutory employees, however, forms w-2/w-3 were filed for plan participants who received benefits from the plan. 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 BRITT MILLER JESSICA PRATHER JIM SOUMAS UTAH-IDAHO TEAMSTERS RETIREES' TRUST 2550 W UNION HILLS DR STE 290 PHOENIX AZ 85027 452137944 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 ATT FOR A LIST OF Contr employers N/A SEE ATTACHED LIST OF SEE ATTACHED LIST OF false false false false false false false false false false false false false false false false true true false SCHEDULE R, PARTS II, III AND IV: 12:05 AM PRODUCTIONS, LLC ALSCO BAKER CONCRETE CONSTRUCTION, INC. CHAMPION CONCRETE CHARPS, LLC. CMS PRODUCTIONS COMMUNITY FILMS, LLC CRESTWOOD (PE BEN USA) DEAN FOODS COMPANY #2028 EARTHGRAINS C/O BIMBO BAK EARTHGRAINS MERCHANDISERS ELECTRIC KNIFE PRODUCTIONS EMMERT INTERNATIONAL GENEVA ROCK PRODUCTS GIBBSON & REED-UTAH GENER GRANITE CONSTRUCTION GREAT WESTERN MALTING CO. GREENSKEEPER LANDSCAPE & EXCAVATION HORIZON SERIES, INC. IDAHO ENVIRONMENTAL COALITION LLC KELLY CREEK CONSTRUCTION KIEWIT POWER CONSTRUCTORS 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 MINIM PRODUCTIONS, INC. MONDELEZ INTERNATIONAL NETFLIX PRODUCTIONS, LLC NORTH COUNTRY DIRECTIONAL DRILLING PHENIX OF IDAHO INC PRECISION WEST, LLC PRETTY BIRD RAIL TERMINAL SERVICES/UP SPEARS & ARROWS SUNROC CONSTRUCTION CO IN TEAMSTERS LOCAL #222 TEAMSTERS LOCAL #983 THE CHOSEN TEXAS, LLC THE DIRECTORS BUREAU, LLC THE HERTZ CORPORATION UNITED PARCEL SERVICE - U W W CLYDE - UTAH GENERAL WESTERN CONSTRUCTION YALE CREEK INC