CONTRACTORS HEALTH TRUST: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
CONTRACTORS HEALTH TRUST (EIN 84-6067792)
Tax period
2014-03-01 to 2015-02-28
Filed
2016-01-14
IRS object ID
201600149349301215
Schema version
2014v6.0
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)
Return2016-01-14T15:13:46-06:00ReturnTs
Tax Period End2015-02-28TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN461497033PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EKS&H LLLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17979 E TUFTS AVENUE SUITE 400AddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP802372521ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-03-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN846067792EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CONTRACTORS HEALTH TRUSTBusinessNameLine1Txt
Business Name Line2F/K/A COLORADO CONTRACTORS TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCONTBusinessNameControlTxt
Phone3034285586PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 21240AddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80221ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT BROWNPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone3034285586PhoneNum
Signature2016-01-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDORI J EGGETTPreparerPersonNm
PTINP00645252PTIN
Phone3037409400PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerROBERT BROWNPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 21240AddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80221ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$26,375,155GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1968FormationYr
Legal Domicile StateCOLegalDomicileStateCd
Activity Or MissionPROVIDER OF HEALTH AND WELFARE BENEFITSActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Volunteers5TotalVolunteersCnt
Total Gross UBI$246,817TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$156,788NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$19,608,400PYProgramServiceRevenueAmt
CY Program Service Revenue$26,128,338CYProgramServiceRevenueAmt
PY Investment Income$344,830PYInvestmentIncomeAmt
CY Investment Income$246,817CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$19,953,230PYTotalRevenueAmt
CY Total Revenue$26,375,155CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$11,763,044PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$18,680,334CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$311,163PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$369,468CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,726,352PYOtherExpensesAmt
CY Other Expenses$5,388,544CYOtherExpensesAmt
PY Total Expenses$15,800,559PYTotalExpensesAmt
CY Total Expenses$24,438,346CYTotalExpensesAmt
PY Revenues Less Expenses$4,152,671PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,936,809CYRevenuesLessExpensesAmt
Total Assets BOY$14,341,394TotalAssetsBOYAmt
Total Assets EOY$16,526,293TotalAssetsEOYAmt
Total Liabilities BOY$51,584TotalLiabilitiesBOYAmt
Total Liabilities EOY$11,429TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$14,289,810NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$16,514,864NetAssetsOrFundBalancesEOYAmt
MissionPROVIDER OF HEALTH AND WELFARE BENEFITSMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE PLAN PROVIDES HEALTH, LIFE, ACCIDENT, DISABILITY, HOSPITAL, MEDICAL, AND SICKNESS BENEFITS TO QUALIFIED PARTICIPANTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
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 Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (1)BusinessRlnWithOfficerEntInd
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 Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee3EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
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 PrsnYes (1)AnnualDisclosureCoveredPrsnInd
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 Line1ROBERT BROWNBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3034285586PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12380 S TEJON STREETAddressLine1Txt
CityENGLEWOODCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80110ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
STEVE MCWILLIAMS
CHAIRMAN2.00Yes (X)Yes (X)$0$0$0
VON FRANSEN
SECRETARY2.00Yes (X)Yes (X)$0$0$0
DAVID BOWMAN
TRUSTEE2.00Yes (X)$0$0$0
DAVID ALBERTS
TRUSTEE2.00Yes (X)$0$0$0
PEGGY LEDEZMA
TRUSTEE2.00Yes (X)$0$0$0
ROBERT BROWN
EXCECUTIVE DIRECTOR40.00Yes (X)$98,710$0$17,485
FieldValueIRS element (for citing)
Total Reportable Comp From Org$98,710TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$17,485TotalOtherCompensationAmt
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
FRINGE BENEFIT SERVICES
7010 N BROADWAY SUITE 106DENVERCO80221TPA CLAIMS ADMINISTRATOR$639,984
SEGAL CONSULTING
5990 GREENWOOD PLAZA BLVD 118GREENWOOD VILLAGECO80111CONSULTING$123,364
MINES & ASSOCIATES
10367 W CENTENNIAL ROADLITTLETONCO80127EMPLOYEE ASSISTANCE PROGRAMS$112,634
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescEMPLOYER CONTRIBUTIONSDesc
Business900099BusinessCd
Total Revenue Column$26,128,338TotalRevenueColumnAmt
Related Or Exempt Func Income$26,128,338RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$26,128,338TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$234,329TotalRevenueColumnAmt
Unrelated Business Revenue$234,329UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$12,488SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$12,488SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,488TotalRevenueColumnAmt
Unrelated Business Revenue$12,488UnrelatedBusinessRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$26,375,155TotalRevenueColumnAmt
Related Or Exempt Func Income$26,128,338RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$246,817UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$18,680,334TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$116,195TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$197,529TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$30,894TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$24,850TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$61,103TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$27,223TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$64,476TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$776,348TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$34,915TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$92,438TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$30,908TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$22,200TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,444TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$200TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,167,297TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
ADMINISTRATIVE FEES$1,580,591
COMMISSION EXPENSE$384,067
INCOME TAXES$119,595
MISC EXPENSES$14,503

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$11,236TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$24,438,346TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,066,778BOYAmt
EOY$663,410EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$67,362BOYAmt
EOY$898,965EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$831,869BOYAmt
EOY$893,149EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,331BOYAmt
EOY$6,441EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$16,460LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,384LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$5,839BOYAmt
EOY$12,076EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$12,351,215BOYAmt
EOY$14,037,252EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$15,000BOYAmt
EOY$15,000EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$14,341,394BOYAmt
EOY$16,526,293EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$51,584BOYAmt
EOY$11,429EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$51,584BOYAmt
EOY$11,429EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

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$14,289,810BOYAmt
EOY$16,514,864EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,289,810BOYAmt
EOY$16,514,864EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,341,394BOYAmt
EOY$16,526,293EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,936,809ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$288,245NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$16,460OtherCostOrOtherBasisAmt
Depreciation$4,384DepreciationAmt
Book Value$12,076BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$12,076TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$26,663,400TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$288,245NetUnrealizedGainsInvstAmt
Revenue Not Reported$288,245RevenueNotReportedAmt
Revenue Subtotal$26,375,155RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$26,375,155TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$24,438,346TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$24,438,346ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$24,438,346TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationGENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY FEDERAL TAXING AUTHORITIES. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF FEBRUARY 28, 2015 AND 2014, 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 PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2011.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
NEW DESIGN (STEVE MCWILLIAMS)
TRUSTEE$569,776EMPLOYER CONTRIBUTIONS0
BOWMAN CONSTRUCTION SUPPLY (DAVID BOWMAN)
TRUSTEE$160,538EMPLOYER CONTRIBUTIONS0
SAUNDERS CONSTRUCTION (DAVE ALBERTS)
TRUSTEE$1,011,183EMPLOYER CONTRIBUTIONS0
JALAISCO INTERNATIONAL (PEGGY LEDEZMA)
TRUSTEE$549,753EMPLOYER CONTRIBUTIONS0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE L, PART IV, COLUMN DFormAndLineReferenceDesc
ExplanationTHE INTERESTED PERSONS LISTED IN COLUMN A ARE COMPANIES THAT PAID CONTRIBUTIONS TO THE ORGANIZATION FOR THEIR EMPLOYEES' HEALTH BENEFITS. THE AMOUNT OF THE CONTRIBUTIONS ARE IN COLUMN C.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 8BTHE TRUST DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR. A COPY OF THE FORM 990 IS EMAILED TO EACH TRUSTEE AND TO LEGAL COUNSEL BEFORE THE FORM IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD OF TRUSTEES CONDUCTS PERIODIC REVIEWS OF COMPENSATION AND BENEFITS ARRANGEMENTS TO MAKE SURE THEY ARE REASONABLE, CONFORM TO THE TRUSTS WRITTEN POLICIES, AND ARE PROPERLY RECORDED.
FORM 990, PART VI, SECTION C, LINE 19THE TRUST DOES NOT MAKE DOCUMENTS AVAILABLE TO THE PUBLIC.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
ASSOCIATED GENERAL CONTRACTORS
1114 W 7TH AVE STE 200DENVERCO80204840187229MEMBERSHIP ASSOCIATIONCO501(C)(6)N/A0
COLORADO CONTRACTORS ASSOCIATION
6880 S YOSEMITE CT 200CENTENNIALCO80112840171860MEMBERSHIP ASSOCIATIONCO501(C)(6)N/A0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (56 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
SUAREZ MASONRY LLC
386 W MAIN STREET 303NEW CASTLECO81647
ROARING FORK ENGINEERING
0123 EMMA RD SUITE 200BBASALTCO81621
VSE ELECTRICAL LLC
3710 HIGHWAY 82GLENWOOD SPRINGSCO81601
DOUBLE SHOT TRUCKING
380 28 ROADGRAND JUNCTIONCO81501
VEGETATION MANAGEMENT WEST LLC
38700 FRENCH FIELD WAYCRAWFORDCO81415
ALL MOUNTAIN TECHNOLOGIES
27 MAIN STREET SUITE 200EDWARDSCO81632
CASTLE CREEK CAPITAL LLC
270 HEATHER LANEASPENCO81611
ROARING FORK EARTHMOVING LLC
818 INDUSTRY PLACECARBONDALECO81623
WASTE FARMERS
700 N COLORADO BLVD SUITE 417DENVERCO80206
LOBATO CONSTRUCTION LLC
8859 FOX DRIVE SUITE 100THORNTONCO80260
BISHOP & MOHL CPA LLC
1000 DELORES WAY SUITE BCARBONDALECO81623
JR ENGINEERING (WESTRAIN)
7200 S ALTON WAY SUITE C400CENTENNIALCO80112
APC CONSTRUCTION CO LLC
14802 W 44TH AVEGOLDENCO80401
BETONE LLC
PO BOX 1459SILVERTHORNECO80498
M & D CONSTRUCTION LLC
7388 S REVERE PKWY STE 803CENTENNIALCO80112
TRICON 2 LLC
PO BOX 1330CASTLE ROCKCO80104
MARTIN VEJVODA & ASSOC
3443 S GALENA ST STE 200DENVERCO80231
WELLS LOVE & SCOBY
225 CANYON BLVDBOULDERCO80302
AINSWORTH ROCK SALES
PO BOX 16561DENVERCO80216
BECO EQUIPMENT
5555 DAHLIA STREETCOMMERCE CITYCO80022
BLOCKWICK EISENSTEIN KRAHENBUHL LLC
225 CANYON BLVDBOULDERCO80302
BOWMAN CONSTRUCTION SUPPLY
10801 E 54TH AVEDENVERCO80239
BRADLEY BLASTING
PO BOX 465MORRISONCO80465
BRADLEY ENGINEERING
PO BOX 465MORRISONCO80465
COULSON EXCAVATING
3609 N COUNTY RD 13LOVELANDCO80538
DAVE'S WELDING
1417 AIRPORT ROADRIFLECO81650
DEFALCO CONSTRUCTION COMPANY
PO BOX 820LONGMONTCO80502
DENVER INTERNAT'L STEEL PIPE
PO BOX 33147DENVERCO80233
DICK CASEY CONCRETE CO
PO BOX 1815RIFLECO81650
DODSON ENGINEERED PRODUCTS
PO BOX 248GLENWOOD SPRINGSCO81602
DOUGLAS COUNTY ASPHALT CO
PO BOX 422SEDALIACO80135
FRINGE BENEFIT SERVICES
7010 N BROADWAY STE 106DENVERCO80221
GE JOHNSON
25 N CASCADE AVE STE 400COLORADO SPRINGSCO80903
GOULD CONSTRUCTION
PO BOX 130GLENWOOD SPRINGSCO81602
GRAND RIVER CONSTRUCTION
PO BOX 1236GLENWOOD SPRINGSCO81602
J-2 CONTRACTING
PO BOX 129GREELEYCO80632
MYERS & COMPANY
BOX 2560 555 BASALT AVEBASALTCO81621
NEXT LEVEL PHYSICAL THERAPY
251 VIOLET ST UNIT 150GOLDENCO80401
PARKER STEEL COMPANY
10270 S PROGRESS WAYPARKERCO80134
PAUL'S CUSTOM GRINDING
3601 BRIGHTON BOULEVARDDENVERCO80216
PLUM CREEK STRUCTURES
9160 N MOORE ROADLITTLETONCO80125
PRECISION SIDING
7000 N BROADWAY 3-300DENVERCO80221
PREMIER SPECIALTY CONTRACTORS
2311 S PLATTE RIVER DRDENVERCO80223
RIFLE EQUIPMENT
1605 AIRPORT ROADRIFLECO81650
STETTNER MILLER & COHN
1050 17TH ST SUITE 1700DENVERCO80265
WINSLOW CRANE SERVICE
3002 S HURON STREETENGLEWOODCO80110
HYDER CONSTRUCTION
543 SANTE FE DRIVEDENVERCO80204
2MH LLC
995 COWEN DRIVE SUITE 202CARBONDALECO81623
DM NEUMAN
310 19TH STREETGLENWOOD SPRINGSCO81602
DURGIN ELECTRIC LLC
181 N 12TH STREETCARBONDALECO81623
KUERSTEN CONSTRUCTION LLC
PO BOX 1530RIFLECO81650
MR VAC CLEANING & RESTORATION
PO BOX 2006GLENWOOD SPRINGSCO81602
PETER MARTIN INSURANCE
995 COWEN DRIVE SUITE 202CARBONDALECO81623
RA NELSON LLC
51 EAGLE ROAD 2AVONCO81620
SOPRIS ENGINEERING
502 MAIN STREET SUITE A3CARBONDALECO81623
UMBRELLA ROOFING
PO BOX 1717CARBONDALECO81623

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (88 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
SNOWMASS LAWN AND PLANT INC
25 LOWER WOODBRIDGE RDSNOWMASSCO81615
FULLMER'S ACE HARDWARE
820 W TOMICHI AVEGUNNISONCO81230
JOHNSON EXCAVATION INC
261 DOWNHILL DRSTEAMBOAT SPRINGSCO80487
WE ONEIL CONSTRUCTION
229 VALLEJO STREETDENVERCO80223
A OK PLUMBING & HEATING
421 MEADOW COURTBASALTCO80621
ASPEN LEAF CHIROPRACTIC PC
616 E HYMAN AVEASPENCO81611
GALAMBOS ARCHITECTS INC
314 ASPEN AIRPORT BUSINESS CENTERASPENCO81611
HAYS MAGGARD AND HOOD PC
2700 GILSTRAP COURT SUITE 100GLENWOOD SPRINGSCO81601
LITTELL ELECTRIC
111 AABC SUITE KASPENCO80611
S AND S RIFLE INVESTMENTS INC
450 WEST AVENUE 104RIFLECO81650
T & E MARSHALL ENTERPRISES INC
855 FRYING PAN ROADBASALTCO81621
HARRY TEAGUE ARCHITECTS INC
129 EMMA RD SUUITE ABASALTCO81621
ASPEN DIGGER INC
0075 SOPRIS AVECARBONDALECO81623
BISHOP PLUMBING & HEATING INC
5080 COUNTY ROAD 154GLENWOOD SPRINGSCO81601
GERBER BEREND DESIGN BUILD INC
2546 COPPER RIDGE DRIVE SUITE DSTEAMBOAT SPRINGSCO80487
BALENTINE COLLECTION
533 EAST HOPKINS STREETASPENCO81611
NARANJO CIVIL CONSTRUCTORS
1863 2ND AVEGREELEYCO80631
JOBSITE INC
1450 US 50DELTACO81416
ELECTRICAL OUTFITTERS INC
1500 DEVEREUX ROADGLENWOOD SPRINGSCO80601
CALCO CONCRETE PUMPING INC
PO BOX 3775EAGLECO81631
HAPS PLUMBING & HEATING INC
2550 HIGHWAY 82GLENWOOD SPRINGSCO81601
EVANS CHAFFEE CONSTRUCTION GROUP INC
PO BOX 8266AVONCO81620
ABCO CONTRACTING INC
2180 E 74TH PLACEDENVERCO80229
NEW ELECTRIC INC
41199 US 6AVONCO81620
SK PEIGHTAL ENGINEERS LTD
298 PARK AVE 301BASALTCO81621
PACIFIC SHEET METAL
794 INDUSTRY PLACECARBONDALECO81623
TEGRE CORPORATION
1199 MAIN STREET SUITE 101DURANGOCO81301
CLEARWATER CONSTRUCTION
PO BOX 6236SNOWMASS VILLAGECO81615
ROCKY MT FLOOR SYSTEMS DBA BALLENTINE
533 EAST HOPKINS STASPENCO80611
CARTER ELECTRIC INC
1676 COUNTY ROAD 100CARBONDALECO81623
OPEN RANGE SERVICES INC
2970 W 29TH STREETGREELEYCO80631
WESTIAN GROUP INC DBA JR ENGINEERING LLC
7200 S ALTON WAY SUITE C400CENTENNIALCO80112
ADVANCED MOBILE PROPULSION TEST (AMPT)
1334 AIRPORT ROADDURANGOCO81303
ALPINE VALLEY SERVICES
28 WIDGET STREET SUITE 402BASALTCO81621
ASSURED EQUITY MANAGEMENT
1800 GLENARM 900DENVERCO80202
SCHLUMBERGER CONSTRUCTION
314C BUSINESS CENTERASPENCO81611
WEISS & ASSOCIATES PA
450 WEST AVENUE 101RIFLECO81650
DG CONSTRUCTION
2550 COLORADO 82GLENWOOD SPRINGSCO81601
2020 EYECARE
3122 BLAKE AVEGLENWOOD SPRINGSCO80601
C & C PLUMBING AND MECHANICAL
770 LINDBERGH DRGYPSUMCO81637
TRI-STAR CONCTRUCTION
100 CHICKEN HAWK LANEIGNACIOCO81137
O'BRYAN PARTNERSHIP INC
620 MAIN STREET UNIT 8FRISCOCO80443
AC EXCAVATING INC
6897 LEE STREETARVADACO80004
AGGREGATE INDUSTRIES INC
1707 COLE BLVD STE 100GOLDENCO80401
BERICH MASONRY MTN DIV INC
PO BOX 1393ENGLEWOODCO80110
BERICH MASONRY INC
PO BOX 1226ENGLEWOODCO80150
BYERLY & COSYLEON INC
1700 WILDHORSE ROADPUEBLOCO81007
CALABRESE TRUCKING INC
6441 OSCEOLA STREETARVADACO80003
CLEAR CREEK TRUCKING CO
PO BOX 16473DENVERCO80216
CODY FLOORING & TILE INC
1960 W BATES AVEENGLEWOODCO80110
COE CONSTRUCTION INC
2302 EAST 13TH STREETLOVELANDCO80537
CONSTRUCTION CONCEPTS INC
14125 MEAD STREETLONGMONTCO80504
ELDER TRUCKING INC
1156 CR 352RIFLECO81650
H E WHITLOCK INC
4808 DILLON DRPUEBLOCO81008
HAMON CONTRACTORS INC
5670 FRANKLIN STREETDENVERCO80216
HIGH-CON INC
PO BOX 1303BASALTCO81627
IDEAL FENCING CORP
5795 IDEAL DRIVEERIECO80516
IMI INC
3761 NORWOOD DRLITTLETONCO80125
JALISCO INTERNATIONAL INC
6663 COLORADO BLVDCOMMERCE CITYCO80022
JHL CONSTRUCTORS INC
7076 S ALTON WAYCENTENNIALCO80112
LAWRENCE CONSTRUCTION CO
9002 N MOORE ROADLITTLETONCO80125
MASTERWORKS MECHANICAL INC
461 YAMPA AVECRAIGCO81625
METCALF EXCAVATING INC
150 COLUMBINE CTPARACHUTECO81635
MILES RIPPY EXCAVATING INC
1297 COUNTY ROAD 240GLENWOOD SPRINGSCO81601
MOUNTAIN CONSTRUCTORS INC
PO BOX 405PLATTEVILLECO80651
NATIVE EXCAVATING INC
1878 13TH STREETSTEAMBOAT SPRINGSCO80487
NEW DESIGN CONSTRUCTION CO
2350 E 70TH AVEDENVERCO80229
NORTHWEST READY MIX INC
2930 E US HWY 40 STE 2CRAIGCO81625
PAVEOVER INC
6141 HANOVER ROAD NWALBUQUERQUENM87121
PRECISION EXCAVATING INC
PO BOX 790HAYDENCO81639
PROFITOOL INC
6855 S HAVANA STE 600CENTENNIALCO80112
RICE AND RICE INC
8150 RICE LANEFOUNTAINCO80817
RMC CORPORATION
PO BOX 908COLORADO SPRINGSCO80901
SAUNDERS CONSTRUCTION INC
6950 S JORDAN RDCENTENNIALCO80112
SCHMIDT CONSTRUCTION CO
2635 DELTA DRIVECOLORADO SPRINGSCO80910
SCOTT CONTRACTING INC
9600 E 104TH AVENUEHENDERSONCO80640
SOUTHWEST CONTRACTING INC
PO BOX 719CORTEZCO81321
STUTSMAN-GERBAZ INC
30376 HIGHWAY 82SNOWMASSCO81654
SWINERTON & WALBERG CO
12400 HWY 281 N STE 200SAN ANTONIOTX78216
TCC CONTRACTORS INC
PO BOX 2123EAGLECO81631
T LOWELL CONSTRUCTION CO
3211 S I-25CASTLE ROCKCO80104
TLM CONSTRUCTORS INC
PO BOX 505SWINKCO81077
VALLEY ELECTRIC SUPPLY INC
PO BOX 1507GLENWOOD SPRINGSCO81602
WESTERN COMFORT SYSTEMS INC
6525 W 4TH STREETGREELEYCO80634
WESTERN SLOPE AGGREGATE INC
0304 HWY 133CARBONDALECO81623
ZAK DIRT INC
14290 HILLTOP ROADLONGMONTCO80504
EXCAVATION SERVICES INC
PO BOX 1159CARBONDALECO81623
MASTER PETROLEUM COMPANY INC
PO BOX 66SILTCO81652
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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