REGIONAL DISTRICT COUNCIL WELFARE PLAN & TRUST: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: REGIONAL DISTRICT COUNCIL WELFARE PLAN & TRUST (EIN 56-2546659)
Tax period: 2023-07-01 to 2024-06-30
Filed: 2025-05-06
IRS object ID: 202521269349302762
Schema version: 2023v6.0
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
Form 990
Schedule D
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-05-06T13:20:31-04:00	ReturnTs
Tax Period End	2024-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WITHUMSMITHBROWNPC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	4600 EAST WEST HWY 900	AddressLine1Txt
City	BETHESDA	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	208143423	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	562546659	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	REGIONAL DISTRICT COUNCIL WELFARE PLAN AND	BusinessNameLine1Txt
Business Name Line2	TRUST	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
In Care Of	% WILLIAM C EARHART CO INC	InCareOfNm
Business Name Control	REGI	BusinessNameControlTxt
Phone	5032825581	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3140 NE BROADWAY STREET	AddressLine1Txt
City	PORTLAND	CityNm
State Abbreviation	OR	StateAbbreviationCd
ZIP	97232	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MICHAEL RELYIN	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	5032825581	PhoneNum
Signature	2025-05-05	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	RICHARD RUVELSON	PreparerPersonNm
PTIN	P00234075	PTIN
Phone	3012726000	PhoneNum

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	MICHAEL RELYIN	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3140 NE BROADWAY STREET	AddressLine1Txt
City	PORTLAND	CityNm
State Abbreviation	OR	StateAbbreviationCd
ZIP	97232	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$8,622,016	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	N/A	WebsiteAddressTxt
Type Of Organization Trust	Yes (X)	TypeOfOrganizationTrustInd
Formation	2005	FormationYr
Legal Domicile State	DC	LegalDomicileStateCd
Activity Or Mission	PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS OF THE REGIONAL DISTRICT COUNCIL OF THE IABSORIW UNDER A COLLECTIVE BARGAINING AGREEMENT.	ActivityOrMissionDesc
Voting Members Governing Body	10	VotingMembersGoverningBodyCnt
Voting Members Independent	1	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	$5,968,567	PYProgramServiceRevenueAmt
CY Program Service Revenue	$5,758,084	CYProgramServiceRevenueAmt
PY Investment Income	$146,604	PYInvestmentIncomeAmt
CY Investment Income	$868,286	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$6,115,171	PYTotalRevenueAmt
CY Total Revenue	$6,626,370	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$1,949,940	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$2,784,348	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	$1,194,766	PYOtherExpensesAmt
CY Other Expenses	$1,347,691	CYOtherExpensesAmt
PY Total Expenses	$3,144,706	PYTotalExpensesAmt
CY Total Expenses	$4,132,039	CYTotalExpensesAmt
PY Revenues Less Expenses	$2,970,465	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$2,494,331	CYRevenuesLessExpensesAmt
Total Assets BOY	$21,420,597	TotalAssetsBOYAmt
Total Assets EOY	$25,389,104	TotalAssetsEOYAmt
Total Liabilities BOY	$75,835	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$78,343	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$21,344,762	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$25,310,761	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE ORGANIZATION IS THE TRUST FOR A WELFARE BENEFIT PLAN THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS OF THE REGIONAL DISTRICT COUNCIL OF THE INTERNATIONAL ASSOCIATION OF BRIDGE, STRUCTURAL, ORNAMENTAL AND REINFORCING IRON WORKERS UNDER A COLLECTIVE BARGAINING AGREEMENT.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Desc	FUNDED HEALTH AND WELFARE BENEFITS FOR ELIGIBLE MEMBERS OF REGIONAL DISTRICT COUNCIL, PURSUANT TO COLLECTIVE BARGAINING AGREEMENTS WITH CONTRACTING EMPLOYERS.	Desc
Described In Section501c3	false	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	false	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	2	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	10	GoverningBodyVotingMembersCnt
Independent Voting Member	1	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	false	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	false	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	WILLIAM C EARHART CO INC	PersonNm
Phone	5032825581	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3140 NE BROADWAY STREET	AddressLine1Txt
City	PORTLAND	CityNm
State Abbreviation	OR	StateAbbreviationCd
ZIP	97232	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd
JOSEPH SIMPSON
UNION TRUSTEE	1.0	39.0	Yes (X)	$0	$117,892	$32,455
DYLAN DALTON
UNION TRUSTEE	1.0	39.0	Yes (X)	$0	$116,915	$20,488
ERNESTO SOTO
UNION TRUSTEE	1.0	39.0	Yes (X)	$0	$105,906	$17,080
JOSE MENDOZA
UNION TRUSTEE	1.0	39.0	Yes (X)	$0	$107,336	$13,147
MICHAEL RELYIN
UNION TRUSTEE/CO-CHAIR	1.0	4.0	Yes (X)	$0	$0	$0	Yes (X)
KEITH SMITH
EMPLOYER TRUSTEE/CO-CHAIR	1.0	39.0	Yes (X)	$0	$0	$0	Yes (X)
ALLAN HARDING
EMPLOYER Trustee	1.0	39.0	Yes (X)	$0	$0	$0
LOUIE LEON
EMPLOYER TRUSTEE	1.0	39.0	Yes (X)	$0	$0	$0
CARY NEWTON
EMPLOYER TRUSTEE	1.0	39.0	Yes (X)	$0	$0	$0
JAMES WHALEY
EMPLOYER TRUSTEE	1.0	39.0	Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$448,049	TotReportableCompRltdOrgAmt
Total Other Compensation	$83,170	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
CIGNA HEALTH AND LIFE INSURANCE COM
900 COTTAGE GROVE ROAD	BLOOMFIELD	CT	06002	PPO NETWORK FEES	$492,256
WILLIAM C EARHART COMPANY INC
3140 NE BROADWAY STREET	PORTLAND	OR	97232	ADMINISTRATOR	$439,364
WITHUMSMITHBROWN
4600 EAST WEST HWY 900	BETHESDA	MD	208143423	ACCOUNTING SERVICES	$120,092
SEGAL
950 THIRD AVENUE 11TH FLOOR	NEW YORK	NY	10022	LEGAL SERVICES	$119,957

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	4	CntrctRcvdGreaterThan100KCnt
Total Contributions	$0	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYERS CONTRIBUTIONS	525100	$5,699,703	$5,699,703
PARTICIPANTS CONTRIBUTIONS	525100	$58,381	$58,381

Field	Value	IRS element (for citing)
Total Program Service Revenue	$5,758,084	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$631,269	TotalRevenueColumnAmt
Exclusion	$631,269	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$2,232,663	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$1,995,646	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$237,017	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$237,017	TotalRevenueColumnAmt
Exclusion	$237,017	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$0	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,626,370	TotalRevenueColumnAmt
Related Or Exempt Func Income	$5,758,084	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$868,286	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$2,784,348	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$34,892	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$120,092	TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$93,214	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,038,402	TotalAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$30,061	TotalAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$12,001	TotalAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$15,573	TotalAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Desc	PCORI FEE	Desc
Total	$3,456	TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,132,039	TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$15,347	BOYAmt
EOY	$49,381	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$2,275,053	BOYAmt
EOY	$2,641,310	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$789,135	BOYAmt
EOY	$616,817	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$17,846,079	BOYAmt
EOY	$21,598,636	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$494,983	BOYAmt
EOY	$482,960	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$21,420,597	BOYAmt
EOY	$25,389,104	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$75,835	BOYAmt
EOY	$78,343	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$75,835	BOYAmt
EOY	$78,343	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$21,344,762	BOYAmt
EOY	$25,310,761	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$21,344,762	BOYAmt
EOY	$25,310,761	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$21,420,597	BOYAmt
EOY	$25,389,104	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$2,494,331	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$1,471,668	NetUnrlzdGainsLossesInvstAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	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	false	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp
CY Minus3 Yr Endwmt Fund		CYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt Fund		CYMinus4YrEndwmtFundGrp
Land		LandGrp
Buildings		BuildingsGrp
Leasehold Improvements		LeaseholdImprovementsGrp
Equipment		EquipmentGrp
Other Land Buildings		OtherLandBuildingsGrp
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt
Total Liability	$0	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$8,004,824	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$1,471,668	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$1,471,668	RevenueNotReportedAmt
Revenue Subtotal	$6,533,156	RevenueSubtotalAmt
Investment Expenses Not Incld	$93,214	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$93,214	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$6,626,370	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$4,038,825	TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal	$4,038,825	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$93,214	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$93,214	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$4,132,039	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART X, LINE 2 - FIN 48 FOOTNOTE:	FormAndLineReferenceDesc
Explanation	Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken and recognize a tax liability if the Plan has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. Management has evaluated the tax positions taken by the Plan and concluded that as of June 30, 2024 and 2023, there are no uncertain positions taken or expected to be taken that would require recognition of a liability in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods. In addition, there have been no tax related interest or penalties for the periods presented in these financial statements.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	JOSEPH SIMPSON	PersonNm
Title	UNION TRUSTEE	TitleTxt
Base Compensation Filing Org	$0	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$108,792	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$0	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$9,100	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$0	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$18,760	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$0	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$15,275	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$0	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$151,927	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART VI, SECTION A, LINE 2	BUSINESS RELATIONSHIPS: TRUSTEES JOSE MENDOZA AND ERNESTO SOTO HAVE A BUSINESS RELATIONSHIP THROUGH THE REGIONAL LOCAL UNION NO. 846 OF THE INTERNATIONAL UNION, RESPECTIVELY. TRUSTEES CARY NEWTON AND ALLAN HARDING HAVE A BUSINESS RELATIONSHIP THROUGH JD STEEL & CO, RESPECTIVELY.
PART VI, SECTION A, LINE 7A	ELECTION OR APPOINTMENT OF GOVERNING BODY MEMBERS: UNION TRUSTEES ARE DESIGNATED BY THE INTERNATIONAL ASSOCIATION OF BRIDGE, STRUCTURAL, ORNAMENTAL AND REINFORCING IRONWORKERS PRESIDENT. EMPLOYER TRUSTEES ARE DESIGNATED BY THE EMPLOYERS WHO ARE A PARTY TO THE COLLECTIVE BARGAINING AGREEMENT WITH THE UNION.
PART VI, SECTION A, LINE 8B	OTHER COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY: THERE ARE NO OTHER COMMITTEES THAT EXIST EXCEPT FOR THE BOARD OF TRUSTEES.
PART VI, SECTION B, LINE 11B	REVIEW PROCESS OF FORM 990: ALL TRUSTEES ARE PROVIDED WITH A COPY OF THE DRAFT FORM 990 FOR THEIR COMMENT PRIOR TO FILING. IF ANY REVISIONS ARE PROPOSED BY THE TRUSTEES, THEN A NEW DRAFT 990 IS PROVIDED PRIOR TO THE RETURN TAX FILING.
PART VI, SECTION C, LINE 19	AVAILABILITY OF GOVERNING DOCUMENTS, POLICIES AND FINANCIALS: THE WELFARE PLAN AND TRUST DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST AND FINANCIAL STATEMENTS AVAIABLE TO THE PUBLIC.
FORM 990 PART IX LINE 11G	DESCRIPTION:PPO NETWORK FEES TOTAL FEES:492256
FORM 990 PART IX LINE 11G	DESCRIPTION:ADMINISTRATIVE FEES TOTAL FEES:412657
FORM 990 PART IX LINE 11G	DESCRIPTION:CONSULTING FEES TOTAL FEES:119957
FORM 990 PART IX LINE 11G	DESCRIPTION:HRA ADMIN FEES TOTAL FEES:13532

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (43 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd	Direct Controlling NADirectControllingNACd
REGIONAL DISTRICT COUNCIL TRAINING TRUST
208 EAST NEW YORK AVE	DELAND	FL	32724	736360524	TRAINING FUND	MO	501(C)(5)	NA	false
REGIONAL DIST COUNCIL RETIREMENT PLAN
3140 NE BROADWAY STREET	PORTLAND	OR	97208	736360525	PENSION FUND	DC	401(A)	NA	false
REBAR INDUSTRY ADVANCEMENT FUND
3140 NE BROADWAY STREET	PORTLAND	OR	97208	352367418	TRADE BOARD	IL	501(C)(6)	NA	false
REGIONAL DIST COUNCIL VACATION TRUST
3140 NE BROADWAY STREET	PORTLAND	OR	97208	020761530	BENEFIT FUND	DC	501(C)(9)	NA	false
BOARD OF TRUSTEES RDC WELFARE TRUST
3140 NE BROADWAY STREET	PORTLAND	OR	97208		PLAN SPONSOR	DC		NA
REGIONAL LOCAL UNION NO 846
								NA
REGIONAL LOCAL UNION NO 847
								NA
REGIONAL DISTRICT COUNCIL
								NA
CA FIELD IRONWORKERS TRUST FUNDS
								NA
INTERMOUNTAIN IW TRUST
								NA
IRON WORKERS LOCAL 25
								NA
IRON WORKERS LOCAL UNION 2
								NA
IW DC TENN VALLEY AND VICNTY
								NA
IW EMPLOYEES BENEFIT CORP
								NA
IW LOCAL 17
								NA
IW LOCAL 549 AND 550 FRINGE
								NA
IW OF SO OHIO AND VICNTY
								NA
IW OF WSTRN PENN BEN PLNS
								NA
IW ST LOUIS DISTRICT COUNCIL
								NA
NORTHWEST IW TRUST FUND
								NA
TRI-STATE IRONWORKERS
								NA
TRI-STATE WEL FUND IW
								NA
TWIN CITIES L512 IW TRUST
								NA
DES MONIES IW BENEFIT FUND 167
										N/A
IOWA IW HVY HWY FUND LOCAL 89
										N/A
SOUTHEASTERN IW HEALTH
										N/A
IRON WORKERS LOCAL 8 WELFARE
										N/A
IRON WORKERS LOCAL 383
										N/A
IW SOUTHERN OHIOPENSAN
										N/A
IRON WORKERS ST LOUIS DI
										N/A
IRONWORKERS DC OF WESTERN NEW YORK
										N/A
IW LOCAL 167
										N/A
IW LOCAL 12
										N/A
IW LOCAL 207 PEN AND ANN FUNDS
										N/A
STRUCTURAL IW LOCAL 1
										N/A
IRON WORKERS L395 TR FUND
										N/A
AFL-AGC BUILD&TRADES
										N/A
INTERMOUNTAIN IRON WORKER
										N/A
IW DIST CNC OF NEW ENGLAND
										N/A
IW DIST COUNCIL SOUTHERN
										N/A
MO-KAN IRON WORKERS TRUST
										N/A
TEXAS IW BENE FND L263
										N/A
UNITED IRONWORKERS INC
										N/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (84 entries)

Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Direct Controlling NADirectControllingNACd
BARTON MALOW COMPANY
NA
BOH BROS CONSTRUCTION
NA
C R MEYER & SONS CO
NA
CA FIELD IRONWORKERS TR
NA
CMC REBAR WEST
NA
DANNY'S CONSTRUCTION
NA
DN TANKS
NA
ELEVATED STRUCTURAL DECKS INC
NA
F A WILHELM CONSTRUCTION CO
	N/A
FORT WAYNE REINFORCING INC
NA
FOUNDATION STEEL LLC
NA
GRIZZLY STEEL INC
NA
HARMON STEEL INC
NA
HARRIS REBAR PLACING LLC
NA
IABSORIW L846
NA
IABSORIW L847
NA
INTERMOUNTAIN IRON WORKER
NA
INTERMOUNTAIN IW TRUST
NA
IOWA IW HVY HWY FND L89
NA
IRON WORKERS L395 TR FUND
NA
IRON WORKERS LOCAL 25
NA
IRON WORKERS LOCAL 383
NA
IRON WORKERS LOCAL 8 WELF
NA
IRON WORKERS ST LOUIS DI
NA
IRONWORKERS DC OF WESTERN NEW YORK
NA
IW DC TENN VALLEY AND VIC
NA
IW DIS OF SOUTHERN OHIO & VIC BENE
NA
IW DIST CNC OF NEW ENGLAN
NA
IW DIST COUNCIL SOUTHERN
NA
IW EMPLOYEES BENE CORP
NA
IW LOCAL 167
NA
IW LOCAL 17
NA
IW LOCAL 550 BENEFITS
NA
IW OF SO OHIO AND VICNTY
NA
IW OF WSTRN PENN BEN PLNS
NA
IW ST LOUIS DIST COUNCIL
NA
IWDC OF TENN VLY - L384
NA
JD STEEL
NA
K & N STEEL
NA
KADILEX CONSTRUCTION INC
NA
KLE CONSTRUCTION CO
NA
KPS REBAR
NA
LUNDY REBAR INC
NA
MICHELS CONSTRUCTION INC
NA
MIDWEST REBAR SERVICES
NA
MO-KAN IRON WORKERS TRUST
NA
MORSEY CONSTRUCTORS
NA
NEXT CENTURY REBAR LLC
NA
NORTHWEST IW TRUST FUND
NA
NORTHWEST STEEL ERECTION INC
NA
PACIFIC ROD IRON LLC
NA
PENN SERVICES LLC
NA
PJR & ASSOCIATES
NA
POST TENSIONING
NA
PULLMAN SST INC
NA
RAE REBAR INC
NA
RDC TRAINING TRUST
NA
REDNOUR STEEL ERECTORS INC
NA
REGER COMPANIES
NA
REGIONAL DIST COUNCIL
NA
RICHMOND COUNTY CONST LLC
NA
ROCKY MOUNTAIN REBAR INC
NA
S N S ERECTORS INC
NA
SI CONTRACTING INC
NA
SOUTH COAST STEEL LLC
NA
SOUTHEASTERN IW HEALTH
NA
STRUCTURAL IW LOCAL 1
NA
SUN COAST REINFORCING LLC
NA
T & S REINFORCING STEEL LLC
NA
TEXAS IW BENE FND L263
NA
THE WHITACRE ENGINEERING CO
NA
TITAN REINFORCING
NA
TRI-STATE IRONWORKERS
NA
TRI-STATE WEL FUND IW
NA
TRITON STEEL LLC
NA
TWIN CITIES L512 IW TRUST
NA
UNITED IRONWORKERS INC
NA
UNITED REBAR EMPIRE JV
NA
UNITED REBAR INC
NA
WEST WIND REINFORCING
NA
WHALEY CONSTRUCTORS LLC
NA
WHALEY STEEL
NA
WOODY'S REBAR
NA
WW JD JV
NA

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd