LOCALS 302 AND 612 OF THE INTERNATL UNION OF OPERATING ENGINEERS CONST: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- LOCALS 302 AND 612 OF THE INTERNATL UNION OF OPERATING ENGINEERS CONST (EIN 91-6028570)
- Tax period
- 2009-04-01 to 2010-03-31
- Filed
- 2011-01-14
- IRS object ID
- 201120149349300007
- Schema version
- 2009v1.7
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-01-14T11:25:06-06:00 | Timestamp |
| Tax Period End Date | 2010-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | lindquist llp | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 executive parkway suite 400 | AddressLine1 |
| City | san ramon | City |
| State | CA | State |
| ZIP Code | 94583 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 916028570 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOCALS 302 & 612 INTL UNION OF OP ENG | BusinessNameLine1 |
| Business Name Line2 | CONST IND HEALTH AND SECURITY PLAN | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOCA | NameControl |
| Phone | 2064417574 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 34203 | AddressLine1 |
| City | Seattle | City |
| State | WA | State |
| ZIP Code | 981241203 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | daren konopaski | Name |
| Title | chairman | Title |
| Phone | 2064417574 | Phone |
| Date Signed | 2011-01-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9252779100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Daren Konopaski | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 34203 | AddressLine1 |
| City | Seattle | City |
| State | WA | State |
| ZIP Code | 981241203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 264316881 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | http://www.wpas-inc.com/IUOE302and612 | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1953 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 19 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 107831350 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 101323810 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -4089654 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5837209 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 222363 | OtherRevenuePriorYear |
| Other Revenue Current Year | 189322 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 103964059 | TotalRevenuePriorYear |
| Total Revenue Current Year | 107350341 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 92346427 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 86206229 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4388580 | OtherExpensePriorYear |
| Other Expenses Current Year | 4335652 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 96735007 | TotalExpensesPriorYear |
| Total Expenses Current Year | 90541881 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 7229052 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 16808460 | RevenuesLessExpensesCY |
| Total Assets BOY | 134785545 | TotalAssetsBOY |
| Total Assets EOY | 162749771 | TotalAssetsEOY |
| Total Liabilities BOY | 67626382 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 66362040 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 67159163 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 96387731 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS, THEIR DEPENDENTS, AND RETIREES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS, THEIR DEPENDENTS, AND RETIREES. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 5365 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 19 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 0 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Welfare & Pension Administration Se | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2064417574 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2815 SECOND AVENUE SUITE 300 | AddressLine1 |
| City | seattle | City |
| State | WA | State |
| ZIP Code | 98121 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| richard dickson | |||||
| trustee/secretary | 1.00 | X | 0 | 0 | 0 |
| brett ferullo | |||||
| trustee | 1.00 | X | 0 | 0 | 0 |
| mike tucci | |||||
| trustee | 1.00 | X | 0 | 0 | 0 |
| doug peterson | |||||
| trustee | 1.00 | X | 0 | 0 | 0 |
| mike miller | |||||
| trustee | 1.00 | X | 0 | 0 | 0 |
| Malcolm Auble | |||||
| trustee | 1.00 | X | 0 | 0 | 0 |
| ernest evans | |||||
| trustee | 1.00 | X | 0 | 0 | 0 |
| daren konopaski | |||||
| trustee/CHAIRMAN | 1.00 | X | 0 | 0 | 0 |
| robert peterson | |||||
| trustee | 1.00 | X | 0 | 0 | 0 |
| michael sean jeffries | |||||
| trustee | 1.00 | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Welfare & Pension Administration Service | |||||
| po box 34203 | seattle | WA | 98124 | Administration | 2151122 |
| first choice health | |||||
| 600 university street suite 1400 | seattle | WA | 98101 | ppo network provider | 589725 |
| mercer | |||||
| 1301 fifth avenue suite 1900 | seattle | WA | 98101 | consulting services | 287925 |
| asmed health partnership | |||||
| 3230 w commercial blvd suite 350 | fort lauderdale | FL | 33309 | ppo network provider | 254119 |
| rainier investment management | |||||
| 601 union street suite 2801 | seattle | WA | 98101 | investment manager | 211644 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Employer Contributions | 900099 | 78666037 | 78666037 |
| Participant Contributi | 900099 | 16107808 | 16107808 |
| MEDICARE PART D-DRUG S | 900099 | 2350120 | 2350120 |
| FORMULARY AND OTHER RE | 900099 | 2072501 | 2072501 |
| ARRA COBRA reimburseme | 900099 | 1274467 | 1274467 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 852877 | TotalRevenueColumn |
| Related Or Exempt Function Income | 852877 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 101323810 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4284051 | TotalRevenueColumn |
| Exclusion | $4,284,051 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 158519698 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 156966540 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1553158 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1553158 | TotalRevenueColumn |
| Exclusion | $1,553,158 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| LEGAL FEES COLLECTED | 900099 | 118866 | $118,866 |
| Securities lending inc | 900099 | 62070 | $62,070 |
| SECURITIES LITIGATION | 900099 | 8386 | $8,386 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 189322 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 107350341 | TotalRevenueColumn |
| Related Or Exempt Function Income | 101323810 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $6,026,531 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86206229 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 774914 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 223197 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 155415 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 260940 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2329499 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 534246 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10358 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22880 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24203 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90541881 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2354083 | BOY |
| EOY | 3511148 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8751493 | BOY |
| EOY | 6290609 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10042127 | BOY |
| EOY | 11461461 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23125 | BOY |
| EOY | 6000 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 96469822 | BOY |
| EOY | 124239119 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17144895 | BOY |
| EOY | 17241434 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134785545 | BOY |
| EOY | 162749771 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17282117 | BOY |
| EOY | 18579606 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50344265 | BOY |
| EOY | 47782434 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67626382 | BOY |
| EOY | 66362040 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67159163 | BOY |
| EOY | 96387731 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67159163 | BOY |
| EOY | 96387731 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134785545 | BOY |
| EOY | 162749771 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FAIR VALUE OF COLLATERAL HELD FOR SECURITIES ON LOAN | Description |
| Book Value | 17241434 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 17241434 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCUMULATED ELIGIBILITY CREDITS | $30,541,000 |
| OBLIGATIONS UNDER SECURITIES LENDING AGREEMENT | $17,241,434 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 47782434 | TotalOfAmounts |
| Total Revenue | 107350341 | TotalRevenue |
| Total Expenses | 90541881 | TotalExpenses |
| Excess Or Deficit For Year | 16808460 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 12420108 | NetUnrealizedGLOnInvestments |
| Other | -$1,477,950 | OtherAmount |
| Total Adjustments | 10942158 | TotalAdjustments |
| Excess Or Deficit Per FS | 27750618 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 119509509 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 12420108 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 12420108 | RevenueNotRptdF990 |
| Revenue Subtotal | 107089401 | RevenueSubtotal |
| Investment Expenses Not Included | 260940 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 260940 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 107350341 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 91758891 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 91758891 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 260940 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | -1477950 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | -1217010 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 90541881 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part XI, Line 8 - Other Adjustments: | decrease in Benefit Obligations |
| Part XIII, Line 4b - Other Adjustments: | decrease in Benefit Obligations |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 3 | the plan has contracted with Welfare & Pension Administration Service, Inc to provide day to day administrative services to the PLAN. |
| Form 990, Part VI, Section B, line 11 | A TRUSTEE REVIEWED THE FORM 990 PRIOR TO FILING WITH THE IRS. PRIOR TO FILING THE FORM 990 THE GOVERNING BODY IS NOTIFIED VIA EMAIL THAT A COPY OF THE FORM 990 IS AVAILABLE UPON REQUEST FOR THEIR REVIEW. |
| Form 990, Part VI, Section C, line 19 | the organization does not make its governing documents, conflict of interest policy, and financial statements available to the public. |
| FORM 990, PART XI, LINE 2C: The organization has a board of trustees that assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant. | |
| Form 990, Part V, Line 2a: The plan provides taxable disability benefit payments to eligible participants and reports those benefits on form w-2. These benefits are included on form 990 part IX line 4. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|
| Western WA Operating Engineers - Employers Training Trust | |||||||||
| 16921 vantage highway | ellensburg | WA | 98926 | 916134083 | to provide training benefits | WA | 501(c)3 | 9 | N/A |
| Locals 302 & 612 of the IUOE Retirement Plan | |||||||||
| po box 34203 | seattle | WA | 981241203 | 916028571 | to provide pension benefits | WA | 501(A) | N/A | N/A |
| Locals 302 & 612 of the IUOE DC Plan | |||||||||
| po box 34203 | seattle | WA | 981241203 | 916387291 | to provide pension benefits | WA | 501(A) | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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