2014-03-13T10:30:20-05:00 2013-08-31 510435869 Needles & Associates LLC 350 Interlocken Blvd STE 220 Broomfield CO 80021 990 2012-09-01 237036156 Operating Engineers HW Fund for Colorado OPER 3034301118 5511 W 56th Ave No 250 Arvada CO 80002 Daniel Owens 3034301118 2014-03-04 Kurt D Needles P00850236 3034304225 2014-03-13 2012 2015-11-30 17:44:51Z Daniel Owens 5511 W 56th Ave No 250 Arvada CO 80002 12656253 0 X N/A X 1967 CO To provide eligible participants health and welfare benefits. 8 8 0 0 0 0 0 0 11321796 11930896 661654 470100 144160 255257 12127610 12656253 0 0 12054648 12235617 0 0 0 0 0 933127 902745 12987775 13138362 -860165 -482109 15909175 15933090 5256502 6309658 10652673 9623432 To provide eligible participants health and welfare benefits. 0 0 10669695 Claims Paid. 523933 Insurance Premiums Paid 1041989 Change in claims payables. 12235617 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 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 X Board of Trustees 3034301118 5511 W 56th Ave Arvada CO 81626 X Kathy Innes 1.00 X 0 0 0 Daniel Owens 1.00 X 0 0 0 Ken Price 1.00 X 0 0 0 Dan Shake 1.00 X 0 0 0 Bill Harris 1.00 X 0 0 0 Everett Hess 1.00 X 0 0 0 0 0 0 0 0 0 0 Zenith American Solutions 5511 W 56th Ave Arvada CO 80002 Administrative 303674 CIGNA 1111 Market St Chattanooga TN 37402 PPO Access / Admin 263263 2 Employer Contributions 525100 11033235 11033235 Self Pay Contributions 525100 897661 897661 11930896 470100 470100 Misc. revenue-Related-990 525100 115332 115332 RDS Subsidy Pmts 525100 85858 85858 Subrogation & LDs 525100 54067 54067 255257 12656253 12186153 0 470100 12235617 12235617 303674 303674 53082 53082 36950 36950 395200 395200 86113 86113 2687 2687 25028 25028 Other expenses-Mngmnt-9 11 11 13138362 12235617 902745 0 1081701 756681 2110484 360564 925004 1370504 27290 18502 11764696 13426839 15909175 15933090 58478 59645 10000 5198024 6240013 5256502 6309658 X 10652673 9623432 10652673 9623432 15909175 15933090 -482109 -547132 0 X 0 1 X 1 0 0 0 0 Claims Payable 106695 Claims IBNR 1534150 Hour Bank Liability 4599168 6240013 X 12109121 -547132 -547132 12656253 0 12656253 12096373 -1041989 -1041989 13138362 0 13138362 Description of Uncertain Tax Positions Under FIN 48: Part X, Line 2: The Trust established under the Fund to hold the Fund's assets is qualified under Section 501(c) (9) of the Internal Revenue Code, and, accordingly, the Trust's net investment income is exempt from income taxes. The Fund has obtained a favorable tax determination letter. The Fund has been amended since receiving the determination letter. Management evaluated the Plans tax positions and concluded that the Plan had maintained its tax exempt status and had taken no uncertain tax positions that required adjustments to the financial statements. Part XII, Line 2d - Other Adjustments: Change in Hour Bank Liability -806,944. Change in IBNR Liability -235,045. Form 990, Part VI, Section B, line 11 A copy of the Form 990 was provided to the Board of Trustees for their review. Form 990, Part VI, Section B, line 12c The Trustees review and assess in all meetings. Form 990, Part VI, Section C, line 19 All governing documents are available to the public upon request. Operating Engineers Local Union #9 990 Kalamath Street Denver CO 80204 840235475 Union CO 501c5 0 Operating Engineers Apprenticeship 990 Kalamath Street Denver CO 80204 846051394 Training CO 501c3 0 Operating Engineers Vacation Fund 990 Kalamath Street Denver CO 80204 237314809 Vacation CO 501c9 0 Operating Engineers Local 9 5511 W 56th Ave STE 250 Arvada CO 80002 841557797 401K Plan CO 401K 0 Information for Schedule R Part III & V is not available N/A NA CO 80002 000000000 N/A CO 0 0 Information for Schedule R Part III & V is not available N/A NA CO 80002 000000000 N/A CO 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0