OPERATING ENGINEERS TRUST FUND OF WASHINGTON D C & VICINITY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- OPERATING ENGINEERS TRUST FUND OF WASHINGTON D C & VICINITY (EIN 52-6038508)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202433189349303853
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T09:48:48-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470900880 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIBRE CPA GROUP PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 462 SEVENTH AVENUE 16TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526038508 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPERATING ENGINEERS TRUST FUND OF WASH | BusinessNameLine1Txt |
| Business Name Line2 | DC AND VIC C/O ASSOCIATED ADMINISTRTORS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OPER | BusinessNameControlTxt |
| Phone | 4106837721 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 911 RIDGEBROOK ROAD | AddressLine1Txt |
| City | SPARKS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 211529451 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSHUA VANDYKE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4106837721 | PhoneNum |
| Signature | 2024-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH M HERISHEN CPA | PreparerPersonNm |
| PTIN | P00361968 | PTIN |
| Phone | 2126951300 | PhoneNum |
| Preparation | 2024-11-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOSHUA VANDYKE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4546 BRITTANIA WAY | AddressLine1Txt |
| City | SUITLAND | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $38,586,342 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE MEDICAL, DENTAL, AND OTHER WELFARE BENEFITS TO UNION MEMBERSHIP IN ACCORDANCE WITH COLLECTIVELY BARGAINED AGREEMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $15,851,660 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $17,032,390 | CYProgramServiceRevenueAmt |
| PY Investment Income | $792,271 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,107,490 | CYInvestmentIncomeAmt |
| PY Other Revenue | $235,140 | PYOtherRevenueAmt |
| CY Other Revenue | $558,998 | CYOtherRevenueAmt |
| PY Total Revenue | $16,879,071 | PYTotalRevenueAmt |
| CY Total Revenue | $18,698,878 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $16,547,947 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $14,724,189 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,446,950 | PYOtherExpensesAmt |
| CY Other Expenses | $1,385,598 | CYOtherExpensesAmt |
| PY Total Expenses | $17,994,897 | PYTotalExpensesAmt |
| CY Total Expenses | $16,109,787 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,115,826 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,589,091 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $36,844,505 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,376,019 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $251,076 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $264,177 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $36,593,429 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $40,111,842 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTH AND OTHER BENEFITS COVERING ALL PARTICIPANTS IN THE OPERATING ENGINEERING INDUSTRY IN THE GREATER WASHINGTON, DC AREA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | HEALTH CARE, VISION, PRESCRIPTION DRUGS, DISABILITY AND DEATH BENEFITS ADMINISTERED UNDER A COLLECTIVELY BARGAINED AGREEMENT FOR MEMBERS OF OPERATING ENGINEERS LOCAL NO. 77. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 543 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATED ADMINISTRATORS LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4106836500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 911 RIDGEBROOK RD | AddressLine1Txt |
| City | SPARKS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21152 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| JOSHUA VAN DYKE | |||||||
| UNION TRUSTEE | 1.00 | 3.00 | Yes (X) | Yes (X) | $0 | $150,540 | $45,139 |
| STEVE FAULKNER | |||||||
| UNION TRUSTEE | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $122,512 | $45,484 |
| THOMAS JOHNSON | |||||||
| UNION TRUSTEE | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $120,997 | $45,863 |
| CLIFFORD DENNISON | |||||||
| UNION TRUSTEE | 1.00 | 3.00 | Yes (X) | $0 | $2,400 | $0 | |
| JOHN KNOWLES | |||||||
| EMPLOYER TRUSTEE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| C BURKE | |||||||
| EMPLOYER TRUSTEE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| BERRY GILROY | |||||||
| UNION TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN MAZZELLA | |||||||
| EMPLOYER TRUSTEE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $396,449 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $136,486 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAREFIRST OF MARYLAND INC | |||||
| 10455 MILL RUN CIR | OWINGS MILL | MD | 21117 | MEDICAL BENEFITS | $4,398,660 |
| CAREMARK INC | |||||
| 2211 SANDERS RD | NORTHBROOK | IL | 60062 | PRESCRIPTION BENEFITS | $2,250,471 |
| AETNA HEALTH MANAGEMENT LLC | |||||
| 151 FARMINGTON AVE | HARTFORD | CT | 06156 | MEDICAL BENEFITS | $1,208,394 |
| INOVA HEALTH CARE SERVICES | |||||
| 8110 GATEHOUSE RD STE 400W | FALLS CHURCH | VA | 22042 | MEDICAL BENEFITS | $847,602 |
| DELTA DENTAL OF PA | |||||
| 1 DELTAL DR | MECHANICSBURG | PA | 17055 | DENTAL INSURANCE | $706,194 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $16,220,910 | $16,220,910 |
| PARTICIPANT CONTRIBUTION | 900099 | $811,480 | $811,480 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $17,032,390 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,050,089 | TotalRevenueColumnAmt |
| Exclusion | $1,050,089 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,944,865 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,887,464 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $57,401 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $57,401 | TotalRevenueColumnAmt |
| Exclusion | $57,401 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMINISTRATIVE FEE REIMBURSEMENTS | 900099 | $445,365 | $445,365 |
| PRESCRIPTION REBATES | 900099 | $110,715 | $110,715 |
| LITIGATION PROCEEDS | 900099 | $2,918 | $2,918 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $558,998 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,698,878 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,591,388 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,107,490 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,724,189 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $516,764 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,839 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,285 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,469 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $612,996 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,931 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,381 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,933 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,109,787 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,172,690 | BOYAmt |
| EOY | $1,963,121 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $398,411 | BOYAmt |
| EOY | $2,319,464 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,918,897 | BOYAmt |
| EOY | $2,015,660 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,794 | BOYAmt |
| EOY | $16,636 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,199,497 | BOYAmt |
| EOY | $27,534,548 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,859,790 | BOYAmt |
| EOY | $6,304,981 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,426 | BOYAmt |
| EOY | $221,609 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,844,505 | BOYAmt |
| EOY | $40,376,019 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,076 | BOYAmt |
| EOY | $264,177 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,076 | BOYAmt |
| EOY | $264,177 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,593,429 | BOYAmt |
| EOY | $40,111,842 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,593,429 | BOYAmt |
| EOY | $40,111,842 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,844,505 | BOYAmt |
| EOY | $40,376,019 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,589,091 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $929,322 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIMITED PARTNERSHIPS | Desc |
| Book Value | $6,304,981 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $6,304,981 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $19,517,731 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $929,322 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $929,322 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,588,409 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $110,469 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $110,469 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $18,698,878 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,999,318 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,999,318 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $110,469 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $110,469 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $16,109,787 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOSHUA VAN DYKE | ||||||||||||||
| UNION TRUSTEE | $0 | $150,540 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $45,139 | $0 | $195,679 | $0 | $0 |
| STEVE FAULKNER | ||||||||||||||
| UNION TRUSTEE | $0 | $122,512 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $45,484 | $0 | $167,996 | $0 | $0 |
| THOMAS JOHNSON | ||||||||||||||
| UNION TRUSTEE | $0 | $120,997 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $45,863 | $0 | $166,860 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS REVIEWED BY THE ORGANIZATION PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION IS GOVERNED BY ERISA, WHICH PROHIBITS CONFLICTS OF INTEREST. THE BOARD OF TRUSTEES MONITORS THE ORGANIZATION FOR POTENTIAL CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATIONS ANNUAL FINANCIAL DISCLOSURE STATEMENTS FORM 5500 IS AVAILABLE FOR PUBLIC INSPECTION AT THE ERISA WEBSITE. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|
| OPERATING ENGINEERS LOCAL 77 PENSION FUND | |||
| 526038506 | PROVIDING RETIREMENT BENEFITS | MD | 0 |
| OPERATING ENGINEERS LOCAL 77 APPRENTICESHIP FUND | |||
| 526053812 | PROVIDING TRAINING BENEFITS | MD | 0 |
| OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN | |||
| 522241121 | PROVIDING RETIREMENT BENEFITS | MD | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (146 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|
| 3 C DRILLING LLC | |||||||
| A&F SITEWORKS LLC | |||||||
| ALLCONSTRUCTION IN | |||||||
| AARON ENTERPRISES | |||||||
| ACCURATE CRANE RENTAL | |||||||
| AIW INC | |||||||
| AJAY GLASS | |||||||
| ALL CRANE RENTAL OF PA | |||||||
| ALL MECHANICAL AND PLU | |||||||
| AMERICAN COMBUSTION IN | |||||||
| ANCHOR CONSTRUCTION CO | |||||||
| ANDIS LLC | |||||||
| APEX PIPELINE SERVICES | |||||||
| APPELLATION CONSTRUCTI | |||||||
| AUGUST WINTER&SONS INC | |||||||
| AZCO | |||||||
| B & M CRANE | |||||||
| BADGER DAYLIGHTING COR | |||||||
| BAI EXCAVATING LLC | |||||||
| BALTIMORE PILE DRIVING | |||||||
| BARNHART CRANE AND RIG | |||||||
| BEEGHLY TREE | |||||||
| BELTWAY PAVING OF SOUT | |||||||
| BERKEL & COMPANY CONTR | |||||||
| BOWEN ENGINEERING CORP | |||||||
| BRAYMAN CONSTRUCTION C | |||||||
| CAPITOL PAVING OF DC | |||||||
| CARMEN PALIOTTA CONTRA | |||||||
| CARSON CORPORATION | |||||||
| CASPER COLOSIMO & SON | |||||||
| CELTIC DEMOLITION | |||||||
| CHERRY HILL CONSTRUCTI | |||||||
| CIVIL CONSTRUCTION LL | |||||||
| CLARK CONCRETE CONTRAC | |||||||
| CLARK CONSTRCTN GRP I | |||||||
| CLARK FOUNDATIONS LLC | |||||||
| CLEARSITE INDUSTRIAL | |||||||
| CLEARWATER CONSTRUCTIO | |||||||
| CMR CRANE & RIGGING L | |||||||
| CONSRUCTION SUPPORT SE | |||||||
| COR EQUIPMENT LLC | |||||||
| CRANE RENTAL CO INC | |||||||
| CRANE SERVICE CO INC | |||||||
| CS SERVICES LLC | |||||||
| DAY & ZIMMERMAN NPS IN | |||||||
| DELTA RAILROAD CONSTRU | |||||||
| DELTA RAILROAD JV | |||||||
| DGI-MENARD INC | |||||||
| DIGMASTERS LLC | |||||||
| DISABILITYSICK CREDIT | |||||||
| DJB CONTRACTING INC | |||||||
| DONEGAL CONSTRUCTION C | |||||||
| DYNAMIC CONCEPTS INC | |||||||
| EAST WEST ERECTION SER | |||||||
| ELLINGSON TRENCHLESS L | |||||||
| EMPLOYER NAME | |||||||
| EUROVIA ATLANTIC COAST | |||||||
| EXTREME STEEL CRANE & | |||||||
| FLAT IRON | |||||||
| FORT MYER | |||||||
| G&C EQUIPMENT CORPORAT | |||||||
| GEOBUILD LLC | |||||||
| GOETTLE EQUIPMENT CO | |||||||
| GRUMPY'S CONCRETE PUMP | |||||||
| HENKELS & MCCOY | |||||||
| HOLCIM-MAR INC | |||||||
| HOLLERBACH EQUIPMENT C | |||||||
| HUTCHINSON INTERNATL | |||||||
| HYDRO MOLE LLC | |||||||
| INDEPENDENCE EXCAVATIN | |||||||
| INFRASOURCE | |||||||
| INFRASOURCE CONSTRUCTI | |||||||
| INFRASOURCE-WGL MD&VA | |||||||
| JFLETCHER CREAMER & S | |||||||
| JOHN DRIGGS CO INC | |||||||
| JOSEPH B FAY CO | |||||||
| KELLER NORTH AMERICA | |||||||
| KIEWIT INFRASTRUCTURE | |||||||
| KIRILA EARTHWORKSINC | |||||||
| LANE CONSTR | |||||||
| LANE CONSTRUCTION | |||||||
| LEONARDO'S GRADALL REN | |||||||
| LOCKED AND LOADED TRAN | |||||||
| LUNDA CONSTRUCTION CO | |||||||
| MALCOM DRILLING | |||||||
| MAXIM CRANE WORKS | |||||||
| MCVAC | |||||||
| MEADE ELECTRIC - DCA | |||||||
| METRO CRANE &RIGGING L | |||||||
| MICHELS CONSTRUCTION I | |||||||
| MICHELS CORP | |||||||
| MICHELS TRENCHLESS CRO | |||||||
| MID-ATLANTIC STEEL ERE | |||||||
| MIDLANTIC PILING INC | |||||||
| MIDWEST MOLEINC | |||||||
| MIDWEST OPERATING ENGI | |||||||
| MIGHTY FOUR ENTERPRISE | |||||||
| MILLER PIPELINE CORP | |||||||
| NEW YORK GEOMATICS INC | |||||||
| NICHOLSON CONSTRUCTION | |||||||
| NORAIR ENGINEERING ASS | |||||||
| OTIS MINNESOTA SERVICE | |||||||
| PAUL B MERRITT EXCAVAT | |||||||
| PENN LINE SERVICES | |||||||
| PETILLO INC | |||||||
| POTOMAC YARD CONTRACTO | |||||||
| PRICE GREGORY INTERNAT | |||||||
| RAGNAR BENSON LLC | |||||||
| RAMPART HYDRO SERVICES | |||||||
| RE TRUCKING & PAVING L | |||||||
| ROC STEEL LLC | |||||||
| RUSSELL PAVING COINC | |||||||
| RYAN INCORPORATED CENT | |||||||
| S&J SERVICE INC | |||||||
| SAUTTER CRANE RENTAL | |||||||
| SCHNABEL FOUNDATION CO | |||||||
| SECA UNDERGROUND CORPO | |||||||
| SIHJVLANE CONSTRUCTIO | |||||||
| SKANSKA USA CIVIL NE I | |||||||
| SKODA CONTRACTING | |||||||
| SOMERSET STEEL ERECTIO | |||||||
| SOUTH CAPITAL BRIDGE B | |||||||
| SOUTHERN MD CRANE RENT | |||||||
| SOUTHERN MD HYDRAULICS | |||||||
| SOUTHERN OPERATORS HEA | |||||||
| SOUTHERN RENOVATION LL | |||||||
| STOCKS GENERAL CONTRAC | |||||||
| TALLEY BROTHERS INC | |||||||
| TENNESSEE VALLEY OE HE | |||||||
| TITAN CRANE INC | |||||||
| TRAYLOR SHEA JV | |||||||
| TREVIICOS | |||||||
| TRI STATE SOLUTION OF | |||||||
| TWIN CITY TUNNELING IN | |||||||
| TYLER GROUP STAFFINGL | |||||||
| U S PIPELINE INC | |||||||
| UNION ELECTRIC COMPANY | |||||||
| UNITED CRANE & RIGGING | |||||||
| UPSTATE NEW YORK ENGIN | |||||||
| VALLEY DRILLING | |||||||
| VETRO BUILDING ENVELOP | |||||||
| W O GRUBB EQUIPMENT RE | |||||||
| WILLIAMS EQUIPMENT CO | |||||||
| WMATA 6-KIEWIT INFRAST | |||||||
| WOLVERINE TRUCKING INC | |||||||
| BOARD OF TRUSTEES OPERATING ENGINEERS TRUST FUND OF WASH DC AND VICINITY | |||||||
| 911 RIDGEBROOK RD | SPARKS | MD | 21152 | 526038508 | PLAN SPONSOR | MD | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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