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UNITED METAL TRADES ASSOCIATION TRUST: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
UNITED METAL TRADES ASSOCIATION TRUST (EIN 93-6029224)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-02
IRS object ID
202201229349301610
Schema version
2020v4.2
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)
Return2022-05-02T16:10:56-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222027092PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WITHUMSMITH&BROWN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15000 EXECUTIVE PARKWAY SUITE 400AddressLine1Txt
CitySAN RAMONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94583ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN936029224EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UMTA TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUMTABusinessNameControlTxt
Phone5032358363PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11919 NE PACIFIC STREET NO 200AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97232ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARTHA COXPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5032358363PhoneNum
Signature2022-05-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARTHAPersonFirstNm
Person LastCOXPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES N BROWNINGPreparerPersonNm
PTINP01451906PTIN
Phone9252779100PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARTHA COXPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11919 NE PACIFIC ST STE 200AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97232ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$41,791,037GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1950FormationYr
Legal Domicile StateORLegalDomicileStateCd
Activity Or MissionTO ENABLE THE ASSOCIATION, ITS MEMBERS AND AFFILIATES TO MAKE AVAILABLE TO THEIR INTERESTED EMPLOYEES, OFFICERS AND THEIR DEPENDENTS SUCH GROUP BENEFIT PROGRAMS AS MAY BE ESTABLISHED, REQUIRED OR MAINTAINED PURSUANT TO COLLECTIVE BARGAINING OR OTHERWISE DESIRED FROM TIME TO TIME.ActivityOrMissionDesc
Voting Members Governing Body4VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
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$21,247,528PYProgramServiceRevenueAmt
CY Program Service Revenue$19,226,866CYProgramServiceRevenueAmt
PY Investment Income$1,197,619PYInvestmentIncomeAmt
CY Investment Income$2,751,254CYInvestmentIncomeAmt
PY Other Revenue$54,651PYOtherRevenueAmt
CY Other Revenue$53,451CYOtherRevenueAmt
PY Total Revenue$22,499,798PYTotalRevenueAmt
CY Total Revenue$22,031,571CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$19,249,270PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$19,342,406CYBenefitsPaidToMembersAmt
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$2,562,062PYOtherExpensesAmt
CY Other Expenses$2,481,470CYOtherExpensesAmt
PY Total Expenses$21,811,332PYTotalExpensesAmt
CY Total Expenses$21,823,876CYTotalExpensesAmt
PY Revenues Less Expenses$688,466PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$207,695CYRevenuesLessExpensesAmt
Total Assets BOY$44,971,352TotalAssetsBOYAmt
Total Assets EOY$45,622,593TotalAssetsEOYAmt
Total Liabilities BOY$5,252,111TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,075,222TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$39,719,241NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$40,547,371NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE PARTICIPATING EMPLOYER'S EMPLOYEES WITH HEALTH, LIFE, AND DISABILITY BENEFITS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescPROVIDED DEATH, SICKNESS AND HOSPITALIZATION BENEFITS TO COVERED MEMBERS.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 Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
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 Required0ScheduleJRequiredInd
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 EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1018IRPDocumentCnt
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 Members4GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
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 Committees0MinutesOfCommitteesInd
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 Line1REBECCA BOTHNEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5035952163PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11919 NE PACIFIC ST STE 200AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97232ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
WAYNE SEARLE
TRUSTEE0.30Yes (X)$0$0$0
MARTHA COX
TRUSTEE0.42Yes (X)$0$0$0
HERB HILL
TRUSTEE0.30Yes (X)$0$0$0
JOHN RUDI
TRUSTEE0.30Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
US BENEFITS INC
1919 NE PACIFIC ST STE 100PORTLANDOR97232CLAIMS ADMINISTRATION$898,114
UEA INC
1919 NE PACIFIC ST STE 200PORTLANDOR97232CONTRACT ADMINISTRATION$692,565
ZELIS CLAIMS INTEGRITY
2 CROSSROADS DRIVEBEDMINSTERNJ07921CLAIMS EDITING AND COST MANAGEMENT$253,860
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$19,076,935$19,076,935
PARTICIPANT CONTRIBUTIONS900099$149,931$149,931
FieldValueIRS element (for citing)
Total Program Service Revenue$19,226,866TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$923,122TotalRevenueColumnAmt
Exclusion$923,122ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$21,587,598SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$19,759,466SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,828,132SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,828,132TotalRevenueColumnAmt
Exclusion$1,828,132ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MISCELLANEOUS INCOME900099$42,038$42,038
PROCESSING FEES & FINANCE INCOME900099$11,413$11,413
FieldValueIRS element (for citing)
Other Revenue Total$53,451OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$22,031,571TotalRevenueColumnAmt
Related Or Exempt Func Income$19,280,317RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,751,254ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$19,342,406TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$60,000TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$49,348TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$33,800TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$134,708TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,098,098TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$56,743TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,475TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$24,965TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
MISCELLANEOUS$12,478
PCORI FEE$9,855

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$21,823,876TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,732,385BOYAmt
EOY$2,908,318EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$517,702BOYAmt
EOY$629,677EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$18,608BOYAmt
EOY$24,368EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$40,702,657BOYAmt
EOY$42,060,230EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$44,971,352BOYAmt
EOY$45,622,593EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$235,390BOYAmt
EOY$249,536EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,568,511BOYAmt
EOY$1,456,061EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,448,210BOYAmt
EOY$3,369,625EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,252,111BOYAmt
EOY$5,075,222EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

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

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$39,719,241BOYAmt
EOY$40,547,371EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$39,719,241BOYAmt
EOY$40,547,371EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$44,971,352BOYAmt
EOY$45,622,593EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$207,695ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$620,435NetUnrlzdGainsLossesInvstAmt
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)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
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 Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
CLAIMS PAYABLE AND INCURRED BUT NOT REPORTED$3,321,786
INSURANCE PREMIUMS PAYABLE$47,839
FieldValueIRS element (for citing)
Total Liability$3,369,625TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$22,517,298TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$620,435NetUnrealizedGainsInvstAmt
Revenue Not Reported$620,435RevenueNotReportedAmt
Revenue Subtotal$21,896,863RevenueSubtotalAmt
Investment Expenses Not Incld$134,708InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$134,708RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$22,031,571TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$21,767,752TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$21,767,752ExpensesSubtotalAmt
Investment Expenses Not Incld2$134,708InvestmentExpensesNotIncld2Amt
Other Expenses Not Included-$78,584OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$56,124ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$21,823,876TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE PLAN AND TO 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 INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF JUNE 30, 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2018.
PART XII, LINE 4B - OTHER ADJUSTMENTS:CHANGES IN BENEFIT OBLIGATIONS -78,584.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 8BTHERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BTHE DIRECTOR OF OPERATIONS, THE ORGANIZATON'S ACCOUNTANT AND THE TRUSTEES REVIEW THE FORM 990 PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CIF AND WHEN A POTENTIAL CONFLICT OF INTEREST IS DISCLOSED, THE INTERESTED PERSON WILL BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE TRUSTEE, OFFICER OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AN INTERESTED PERSON COVERED UNDER THE POLICY INCLUDES ANY TRUSTEE, OFFICER OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND CONSOLIDATED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR SUCH INFORMATION.
FORM 990, PART IX, LINE 11G, OTHER FEES:PLAN ADMINISTRATION 1,588,404. CLAIMS EDITING AND COST CONTAINMENT 429,944. CONSULTING AND ACTUARIAL 79,750. TOTAL OTHER FEES ON FORM 990, PART IX, LINE 11G, COL A 2,098,098
FORM 990, PART XII, LINE 2C:THE BOARD OF TRUSTEES HAS THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1UMTA TRUST CAPTIVE LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1906 NE 19TH AVENUEAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97232ZIPCd
FieldValueIRS element (for citing)
EIN472319691EIN
Primary ActivitiesCAPTIVE INSURANCEPrimaryActivitiesTxt
Legal Domicile StateMTLegalDomicileStateCd
Total Income$2,407,349TotalIncomeAmt
End Of Year Assets$3,251,158EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1UMTA TRUSTBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
RETIREMENT PLAN FOR THE EMPLOYEES OF THE UMTA & ITS AFFILIATES
906 NE 19TH AVENUEPORTLANDOR97232930302009DEFINED BENEFIT PENSION PLANOR501(A)UNITED METAL TRADES ASSOCIATION0
UNITED METAL TRADES ASSOCIATION
906 NE 19TH AVENUEPORTLANDOR97232930302009LABOR RELATIONSOR501(C)NOT APPLICABLE0
401(K) PLAN OF THE UNITED METAL TRADES ASSN & ITS AFFILIATES
906 NE 19TH AVENUEPORTLANDOR97232930302009DEFINED CONTRIBUTION PENSION PLANOR501(A)UNITED METAL TRADES ASSOCIATION0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
UEA INC
1919 NE PACIFIC STREET SUITE 200PORTLANDOR97232930991444CONTRACT ADMINISTRATIONORUNITED METAL TRADES ASSOCIATIONC0
US BENEFITS INC
1919 NE PACIFIC STREET SUITE 100PORTLANDOR97232930929070CLAIMS ADMINISTRATIONORUNITED METAL TRADES ASSOCIATIONC0
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 OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS:FormAndLineReferenceDesc
ExplanationTHE FILING ORGANIZATION IS A MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF JUNE 30, 2021, THERE ARE APPROXIMATELY 37 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (DISREGARDED ENTITY, TAX EXEMPT ORGANIZATION, PARTNERSHIP, TAXABLE CORPORATION OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. ALLIED SYSTEMS BOARD OF DIRECTORS CANRON WESTERN COLUMBIA STEEL CASTING DEPENDABLE PATTERN WORKS FOUGHT & COMPANY INC. GALVANIZERS COMPANY GMP LOCAL #139 GTE METAL FABRICATORS HARDER MECHANICAL HOGAN FAB INC INTEGRATED POWER SERVICES IRONWORKERS SHOPMEN MAXCESS INTERNATIONAL OCHOCO MANUFACTURING OREGON AUTO SPRING VIGOR PACKAGE CONTAINERS PAUL BRONG MACHINE PEERLESS PATTERN WORKS PENINSULA IRON WORKS PIERCE PACIFIC PORTLAND BOLT & MFG CO. PORTLAND PATTERN WORKS PREMIER GEAR & MACHINE PULL IT CORPORATION RIVER CITY PATTERN ROCKMORE INTERNATIONAL ROEMER ELECTRIC RUAN TRANSPORTATION SMALL PARTS MANUFACTURING THE WESTERN GROUP THOMPSON METAL FAB TOM STEVENS BOILER REPAIR UEA INC. WILLAMETTE PATTERN WORKS ZIMMERMAN METALSExplanationTxt

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