2019-10-23T11:44:54-05:00 2018-12-31 522385296 LINDQUIST LLP 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 990 2018-01-01 463907102 OREGON HOMECARE WORKERS BENEFIT TRUST OREG 2068592642 12121 HARBOUR REACH DRIVE NO 105 MUKILTEO WA 98275 MELISSA UNGER CHAIR 2068592642 2019-10-23 1 JAMES BROWNING P01451906 9252779100 66.7.226.66 2019-10-23 09:44:41 PD P D85FB602DC4FA66F28A631CB81EF53DF59ECABFA 92C7F91AD246760067C653CBF66B8BF12B4D5FD1 2018 2020-01-14 16:20:31Z MELISSA UNGER 12121 HARBOUR REACH DRIVE NO 105 MUKILTEO WA 98275 23964150 0 X WWW.ORHOMECARETRUST.ORG X 2013 OR PROVIDE HEALTH AND RELATED BENEFITS TO PARTICIPANTS. 10 8 0 0 0 0 0 0 24776931 23944914 10891 19236 0 0 24787822 23964150 0 0 18872808 19991279 0 0 0 0 0 1246397 1366786 20119205 21358065 4668617 2606085 16301810 19695845 9996000 10783950 6305810 8911895 TO PROVIDE DENTAL, VISION, EMPLOYEE ASSISTANCE PROGRAM AND PAID TIME OFF BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 PROVIDED DENTAL, VISION, EMPLOYEE ASSISTANCE PROGRAM AND PAID TIME OFF BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 2300 0 1 0 0 0 0 0 0 0 0 0 X 10 8 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X VIMLY BENEFIT SOLUTIONS 2068592642 12121 HARBOUR REACH DRIVE NO 105 MUKILTEO WA 98275 BRIAN RUDIGER TRUSTEE 1.00 45.00 X 0 51912 25655 PAUL MCKENNA TRUSTEE 1.00 40.00 X 0 99303 41659 ADAM RIGGS TRUSTEE 1.00 X 0 0 0 GARY FLETCHER TRUSTEE 1.00 X 0 0 0 JOY'E WILLMAN TRUSTEE 1.00 X 0 0 0 REBECCA SANDOVAL TRUSTEE 1.00 X 0 0 0 BOBBIE SOTIN TRUSTEE 1.00 X 0 0 0 TERRY HAYDON TRUSTEE 1.00 X 0 0 0 MALETA CHRISTIAN TRUSTEE 1.00 X 0 0 0 SALLY CUMBERWORTH TRUSTEE 1.00 X 0 0 0 ANNIE SMITH TRUSTEE - PAST 1.00 X 0 0 0 0 151215 67314 0 0 0 0 VIMLY BENEFIT SOLUTIONS 12121 HARBOUR REACH DR STE 105 MUKILTEO WA 98275 ADMINISTRATOR 1018703 1 STATE OF OR CONTRIBUTIONS 900099 22231681 22231681 INSURANCE PREMIUM REBATES 900099 1687580 1687580 PARTICIPANT CONTRIBUTIONS 900099 25653 25653 23944914 19236 19236 23964150 23944914 0 19236 19991279 979943 40417 24733 23362 259263 8312 30756 21358065 16301810 19695845 16301810 19695845 299950 9996000 10484000 9996000 10783950 X 0 0 0 0 6305810 8911895 6305810 8911895 16301810 19695845 2606085 0 X X 0 1 X 1 0 0 ACCUMULATED ELIGIBILITY CREDITS 10484000 10484000 X 23964150 0 23964150 0 23964150 20870065 0 20870065 488000 488000 21358065 PART X, LINE 2: THE TRUST HAS ANALYZED THE TAX POSITIONS TAKEN BY THE TRUST AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2018, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE TRUST BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2015. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS 488,000. FORM 990, PART VI, SECTION A, LINE 3 THE TRUST HAS CONTRACTED WITH VIMLY BENEFIT SOLUTIONS (FORMERLY BENEFIT SOLUTIONS, INC.) TO PROVIDE DAY-TO-DAY ADMINISTRATIVE SERVICES TO THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES WAS PROVIDED A COPY OF FORM 990. THE FORM 990 IS REVIEWED BY VIMLY'S MANAGEMENT AND BY THE TRUST DIRECTOR PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD OF TRUSTEES ARE COVERED BY THE CONFLICT-OF-INTEREST POLICY. IF AND WHEN A POTENTIAL CONFLICT OF INTEREST IS DISCLOSED, THE BOARD OF TRUSTEES WILL REVIEW THE MATTER AND DETERMINE THE APPROPRIATE ACTION, IF ANY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTERST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST BUT NOT TO THE GENERAL PUBLIC. FORM 990, PART XII, LINE 1: THE ORGANIZATION USES THE MODIFIED CASH BASIS OF ACCOUNTING. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE ANNUAL AUDIT AND HIRING THE AUDITOR. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. FORM 990, PART VI, SECTION B,LINE 15: THE TRUST DOES NOT HAVE EMPLOYEES; THEREFORE, THERE ARE NO COMPENSATION REVIEW PROCEDURES. OREGON HOMECARE WORKERS SUPPLEMENTAL TRUST 12121 HARBOUR REACH DRIVE ST 105 MUKILTEO WA 98275 463915049 PROVIDE ASSISTANCE REGARDING HEALTH RELATED BENEFITS TO PARTICIPANTS. OR 501(C)(5) N/A N/A 0 SERVICE EMPLOYEES INTERNATIONAL UNION 503 1730 COMMERCIAL STREET SE SALEM OR 97302 930323147 LABOR ORGANIZATION OR 501(C)(5) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0