BETA

OPERATING ENGINEERS TRUST FUND OF WASHINGTON D C & VICINITY: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
OPERATING ENGINEERS TRUST FUND OF WASHINGTON D C & VICINITY (EIN 52-6038508)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-13
IRS object ID
202303179349309610
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-13T15:47:55-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN470900880PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CALIBRE CPA GROUP PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17501 WISCONSIN AVENUE STE 1200WAddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN526038508EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OPERATING ENGINEERS TRUST FUND OF WASHBusinessNameLine1Txt
Business Name Line2DC AND VIC C/O ASSOCIATED ADMINISTRTORSBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlOPERBusinessNameControlTxt
Phone4106837721PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1911 RIDGEBROOK ROADAddressLine1Txt
CitySPARKSCityNm
State AbbreviationMDStateAbbreviationCd
ZIP211529451ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSHUA VANDYKEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4106837721PhoneNum
Signature2023-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOSHUAPersonFirstNm
Person LastVANDYKEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH M HERISHEN CPAPreparerPersonNm
PTINP00361968PTIN
Phone2023319880PhoneNum
Preparation2023-11-13PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOSHUA VANDYKEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14546 BRITTANIA WAYAddressLine1Txt
CitySUITLANDCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20746ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$37,822,106GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1953FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionTO PROVIDE MEDICAL, DENTAL, AND OTHER WELFARE BENEFITS TO UNION MEMBERSHIP IN ACCORDANCE WITH COLLECTIVELY BARGAINED AGREEMENT.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$15,120,848PYProgramServiceRevenueAmt
CY Program Service Revenue$15,851,660CYProgramServiceRevenueAmt
PY Investment Income$2,707,624PYInvestmentIncomeAmt
CY Investment Income$792,271CYInvestmentIncomeAmt
PY Other Revenue$170,885PYOtherRevenueAmt
CY Other Revenue$235,140CYOtherRevenueAmt
PY Total Revenue$17,999,357PYTotalRevenueAmt
CY Total Revenue$16,879,071CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$16,166,756PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$16,547,947CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,614,612PYOtherExpensesAmt
CY Other Expenses$1,446,950CYOtherExpensesAmt
PY Total Expenses$17,781,368PYTotalExpensesAmt
CY Total Expenses$17,994,897CYTotalExpensesAmt
PY Revenues Less Expenses$217,989PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,115,826CYRevenuesLessExpensesAmt
Total Assets BOY$40,754,444TotalAssetsBOYAmt
Total Assets EOY$36,844,505TotalAssetsEOYAmt
Total Liabilities BOY$293,848TotalLiabilitiesBOYAmt
Total Liabilities EOY$251,076TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$40,460,596NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$36,593,429NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH AND OTHER BENEFITS COVERING ALL PARTICIPANTS IN THE OPERATING ENGINEERING INDUSTRY IN THE GREATER WASHINGTON, DC AREA.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescHEALTH 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 Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document747IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ASSOCIATED ADMINISTRATORS LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4106836500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1911 RIDGEBROOK RDAddressLine1Txt
CitySPARKSCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21152ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JOSHUA VAN DYKE
UNION TRUSTEE1.0043.00Yes (X)Yes (X)$0$148,354$42,818
JOHN KNOWLES
EMPLOYER TRUSTEE1.003.00Yes (X)$0$0$0
THOMAS JOHNSON
UNION TRUSTEE1.0042.00Yes (X)$0$118,346$42,825
C BURKE
EMPLOYER TRUSTEE1.003.00Yes (X)$0$0$0
BERRY GILROY
UNION TRUSTEE1.0042.00Yes (X)$0$0$0
BRIAN MAZZELLA
EMPLOYER TRUSTEE1.003.00Yes (X)$0$0$0
STEVE FAULKNER
UNION TRUSTEE1.0042.00Yes (X)$0$124,358$42,825
CLIFFORD DENNISON
UNION TRUSTEE1.0043.00Yes (X)$0$2,400$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$393,458TotReportableCompRltdOrgAmt
Total Other Compensation$128,468TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CAREFIRST OF MARYLAND INC
10455 MILL RUN CIROWINGS MILLMD21117MEDICAL BENEFITS$6,284,077
CAREMARK INC
2211 SANDERS RDNORTHBROOKIL60062PRESCRIPTION BENEFITS$3,269,966
DELTA DENTAL OF PA
1 DELTAL DRMECHANICSBURGPA17055DENTAL INSURANCE$650,921
INOVA HEALTH CARE SERVICES
8110 GATEHOUSE RD STE 400WFALLS CHURCHVA22042MEDICAL BENEFITS$606,410
MEDSTAR WASHINGTON HOSPITAL CENTER INC
13950 BRANDYWINE RD LOWER LOEVELBRANDYWINMD20613MEDICAL BENEFITS$342,722
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K18CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$14,875,851$14,875,851
PARTICIPANT CONTRIBUTION525100$975,809$975,809
FieldValueIRS element (for citing)
Total Program Service Revenue$15,851,660TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,049,657TotalRevenueColumnAmt
Exclusion$1,049,657ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$20,685,649SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$20,943,035SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$257,386SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$257,386TotalRevenueColumnAmt
Related Or Exempt Func Income-$257,386RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PRESCRIPTION REBATES525100$234,178$234,178
LITIGATION PROCEEDS525100$860$860

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$102TotalRevenueColumnAmt
Related Or Exempt Func Income$102RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$235,140OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,879,071TotalRevenueColumnAmt
Related Or Exempt Func Income$15,829,414RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,049,657ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$16,547,947TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$501,711TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$44,806TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$48,546TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$153,392TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$643,287TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$51,616TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$575TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,017TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$17,994,897TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$669,653BOYAmt
EOY$1,172,690EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,257,964BOYAmt
EOY$398,411EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,633,369BOYAmt
EOY$1,918,897EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,236BOYAmt
EOY$104,794EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$28,756,739BOYAmt
EOY$25,199,497EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$8,249,099BOYAmt
EOY$7,859,790EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$182,384BOYAmt
EOY$190,426EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$40,754,444BOYAmt
EOY$36,844,505EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$293,848BOYAmt
EOY$251,076EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$293,848BOYAmt
EOY$251,076EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$40,460,596BOYAmt
EOY$36,593,429EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$40,460,596BOYAmt
EOY$36,593,429EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$40,754,444BOYAmt
EOY$36,844,505EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,115,826ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$2,751,341NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescLIMITED PARTNERSHIPSDesc
Book Value$7,859,790BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$7,859,790TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$13,974,338TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$2,751,341NetUnrealizedGainsInvstAmt
Revenue Not Reported-$2,751,341RevenueNotReportedAmt
Revenue Subtotal$16,725,679RevenueSubtotalAmt
Investment Expenses Not Incld$153,392InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$153,392RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$16,879,071TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$17,841,505TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$17,841,505ExpensesSubtotalAmt
Investment Expenses Not Incld2$153,392InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$153,392ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$17,994,897TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationACCOUNTING 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

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JOSHUA VAN DYKE
UNION TRUSTEE$0$148,354$0$0$0$0$0$28,388$0$14,430$0$191,172$0$0
STEVE FAULKNER
UNION TRUSTEE$0$124,358$0$0$0$0$0$28,395$0$14,430$0$167,183$0$0
THOMAS JOHNSON
UNION TRUSTEE$0$118,346$0$0$0$0$0$28,395$0$14,430$0$161,171$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 WAS REVIEWED BY THE ORGANIZATION PRIOR TO ITS FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE 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 19THE 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 (4 entries)

EINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdControlled OrganizationControlledOrganizationIndExempt Code SectionExemptCodeSectionTxt
OPERATING ENGINEERS LOCAL 77 PENSION FUND
526038506PROVIDING RETIREMENT BENEFITSMD0
OPERATING ENGINEERS LOCAL 77 APPRENTICESHIP FUND
526053812PROVIDING TRAINING BENEFITSMD0
OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN
522241121PROVIDING RETIREMENT BENEFITSMD0
OPERATING ENGINEERS LOCAL 77
530088596ORGANIZING WORKERSMD0501(C)(5)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (160 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdControlled OrganizationControlledOrganizationInd
3 C DRILLING LLC
A&F SITEWORKS LLC
AARON ENTERPRISES
ACCURATE CRANE RENTAL
AGGREGATE INDUSTRIES M
AJAY GLASS
ALL CRANE RENTAL OF PA
ALL MECHANICAL AND PLU
AMERICAN COMBUSTION IN
ANCHOR CONSTRUCTION CO
ANDIS LLC
AUGUST WINTER&SONS INC
BADGER DAYLIGHTING COR
BAI EXCAVATING LLC
BALTIMORE PILE DRIVING
BAREXINC
BARNHART CRANE AND RIG
BEEGHLY TREE
BELTWAY PAVING OF SOUT
BERCO INDUSTRIAL INC
BERKEL & COMPANY CONTR
BRANDENBURG INDUSTRIAL
BRAYMAN CONSTRUCTION C
CAPITOL PAVING OF DC
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
COLE'S WELDING SERVICE
CONSRUCTION SUPPORT SE
COR EQUIPMENT LLC
CRANE RENTAL CO INC
CRANE SERVICE CO INC
CS SERVICES LLC
DELTA RAILROAD JV
DENSIFICATION INC
DGI-MENARD INC
DIESEL DRILLING
DIGMASTERS LLC
DISABILITYSICK CREDIT
DISCOVERY HYDROVAC LLC
DJB CONTRACTING INC
DONEGAL CONSTRUCTION C
DYNAMIC CONCEPTS INC
DYNASTY EQUIPMENT CORP
EAST WEST ERECTION SER
ELLINGSON TRENCHLESS L
EMPLOYER NAME
EUROVIA ATLANTIC COAST
EXTREME STEEL CRANE &
FORT MYER
GEOBUILD LLC
GEOTECHNICAL ENGINEERI
GOETTLE EQUIPMENT CO
GRUMPY'S CONCRETE PUMP
HARDSCAPES CONSTRUCTIO
HOLCIM-MAR INC
HOLLERBACH EQUIPMENT C
HUTCHINSON INTERNATL
I U O E & PIPE LINE EM
I U O E LOCAL 147
IUOE LOCAL 14-14B
INDEPENDENCE EXCAVATIN
INFRASOURCE
INFRASOURCE CONSTRUCTI
INTER UNION LOCAL 77
IUOE EASTERN PA & DEL
IUOE LOC 181320 AND T
IUOE LOC487
IUOE LOCAL 4 PEN FD
IUOE LOCAL 841
JFLETCHER CREAMER & S
JOHN DRIGGS CO INC
JOSEPH B FAY CO
KELLER NORTH AMERICA
KIEWIT INFRASTRUCTURE
KIRILA EARTHWORKSINC
LANE CONSTR
LANE CONSTRUCTION
LANEY GROUP INC
LEONARDO'S GRADALL REN
LOC 302 & 612 IUOE CON
LOC18 - OHIO OPERATIN
LONESTAR WEST SERVICES
LUNDA CONSTRUCTION CO
MAXIM CRANE WORKS
MCCROSSIN FOUNDATION
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
OE H&W FUND FOR COLORA
OE LOCAL 3
OE LOCAL 825
OPENGW & P FD LOCAL
OPER ENGS APPR FUND
OPERATING ENG L324
OPERATING ENGINEERS BE
OTIS MINNESOTA SERVICE
PAUL B MERRITT EXCAVAT
PETILLO INC
POTOMAC YARD CONTRACTO
PRICE GREGORY INTERNAT
RAGNAR BENSON LLC
RAMPART HYDRO SERVICES
RE TRUCKING & PAVING L
RIGHT OF WAY CLEARING&
ROC STEEL LLC
RUSSELL PAVING COINC
RYAN INCORPORATED CENT
S&J SERVICE INC
SAS VENTURES
SAUTTER CRANE RENTAL
SCHNABEL FOUNDATION CO
SECA UNDERGROUND CORPO
SHELLY FOUNDATION INC
SIHJVLANE CONSTRUCTIO
SKANSKA USA CIVIL NE I
SKODA CONTRACTING
SOUTH CAPITAL BRIDGE B
SOUTHERN MD CRANE RENT
SOUTHERN MD HYDRAULICS
SOUTHERN OPERATORS HEA
SOUTHERN RENOVATION LL
TENNESSEE VALLEY OE HE
TRAYLOR SHEA JV
TREVIICOS
TRI STATE SOLUTION OF
TUTOR PERINI
TWIN CITY TUNNELING IN
TYLER GROUP STAFFINGL
U S PIPELINE INC
UNDERPINNING&FOUNDSKA
UNION TANK ERECTION IN
UNITED CRANE & RIGGING
UNITED PIPING
UPSTATE NEW YORK ENGIN
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 RDSPARKSMD21152526038508PLAN SPONSORMD0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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