Civic Intelligence

Ufcw Local 555-Employers Health Trust

EIN 23-7017278 • 501(c)9 • Tualatin, OR

View Organization Page

12205 SW Tualatin Rd ste 200Tualatin, OR 97062

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

78th percentile

0.24x

Higher debt load relative to assets than 78% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

83rd percentile

0.27x

Higher debt load relative to revenue than 83% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Net Margin

54th percentile

6.5%

Higher net margin than 54% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

26th percentile

-0.0%

Faster revenue growth than 26% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$175,227,853

Up $18,562,100 (+12%) from 2023

Liabilities

Up

$42,433,316

Up $2,426,322 (+6.1%) from 2023

Net Assets

Up

$132,794,537

Up $16,135,778 (+14%) from 2023

Operations
Liabilities / Revenue83rd percentileNet Margin54th percentile

Revenue

Down

$154,826,095

Down $34,140 (-0.0%) from 2023

Expenses

Down

$144,691,249

Down $8,255,418 (-5.4%) from 2023

Net Income

Up

$10,134,846

Up $8,221,278 (+430%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300M$200M$100M$0Assets 2010: $19,854,935Liabilities 2010: $8,285,100Net Assets 2010: $11,569,8352010Assets 2011: $27,210,026Liabilities 2011: $9,265,160Net Assets 2011: $17,944,8662011Assets 2012: $29,582,281Liabilities 2012: $8,813,812Net Assets 2012: $20,768,4692012Assets 2013: $69,304,370Liabilities 2013: $25,737,932Net Assets 2013: $43,566,4382013Assets 2015: $111,239,937Liabilities 2015: $26,119,370Net Assets 2015: $85,120,5672015Assets 2017: $173,724,680Liabilities 2017: $28,034,482Net Assets 2017: $145,690,1982017Assets 2018: $209,460,031Liabilities 2018: $31,282,504Net Assets 2018: $178,177,5272018Assets 2019: $238,470,001Liabilities 2019: $33,975,639Net Assets 2019: $204,494,3622019Assets 2020: $160,650,818Liabilities 2020: $31,480,456Net Assets 2020: $129,170,3622020Assets 2021: $151,793,952Liabilities 2021: $33,883,235Net Assets 2021: $117,910,7172021Assets 2022: $148,467,269Liabilities 2022: $36,660,329Net Assets 2022: $111,806,9402022Assets 2023: $156,665,753Liabilities 2023: $40,006,994Net Assets 2023: $116,658,7592023Assets 2024: $175,227,853Liabilities 2024: $42,433,316Net Assets 2024: $132,794,5372024

Highlighted filing

2024

Assets$175,227,853
Liabilities$42,433,316
Net Assets$132,794,537
Open 2024 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200M$100M$0-$100MExpenses 2010: $32,193,9212010Expenses 2011: $33,883,3992011Expenses 2012: $36,012,9622012Expenses 2013: $35,335,9182013Revenue 2015: $141,667,973Expenses 2015: $117,635,570Net Income 2015: $24,032,4032015Revenue 2017: $155,888,940Expenses 2017: $119,755,925Net Income 2017: $36,133,0152017Revenue 2018: $163,972,564Expenses 2018: $129,692,407Net Income 2018: $34,280,1572018Revenue 2019: $154,912,385Expenses 2019: $137,110,589Net Income 2019: $17,801,7962019Revenue 2020: $53,026,015Expenses 2020: $133,423,403Net Income 2020: -$80,397,3882020Revenue 2021: $133,117,759Expenses 2021: $140,692,450Net Income 2021: -$7,574,6912021Revenue 2022: $139,931,447Expenses 2022: $139,795,441Net Income 2022: $136,0062022Revenue 2023: $154,860,235Expenses 2023: $152,946,667Net Income 2023: $1,913,5682023Revenue 2024: $154,826,095Expenses 2024: $144,691,249Net Income 2024: $10,134,8462024

Highlighted filing

2024

Revenue$154,826,095
Expenses$144,691,249
Net Income$10,134,846
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$175,227,853
Liabilities
$42,433,316
Net assets
$132,794,537
Revenue
$154,826,095
Expenses
$144,691,249
Net income
$10,134,846
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$175$42.4$133$155$145$10.1
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$157$40.0$117$155$153$1.91
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$148$36.7$112$140$140$0.14
2021Detailed filing. Detailed filing data is available for this year.$152$33.9$118$133$141$7.57
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$161$31.5$129$53.0$133$80.4
2019Detailed filing. Detailed filing data is available for this year.$238$34.0$204$155$137$17.8
2018Detailed filing. Detailed filing data is available for this year.$209$31.3$178$164$130$34.3
2017Detailed filing. Detailed filing data is available for this year.$174$28.0$146$156$120$36.1
2015Detailed filing. Detailed filing data is available for this year.$111$26.1$85.1$142$118$24.0
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.3$25.7$43.6$35.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.6$8.81$20.8$36.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.2$9.27$17.9$33.9
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.9$8.29$11.6$32.2
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 12, 2022
Return Version
2020v4.1
Gross Receipts
$249,461,019
Mission and Program Overview

Mission

See Schedule O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$129,170,362$117,910,717▼ $11,259,645
Investments Other Securities$0$75,485,673▲ $75,485,673
Cash and Non-Interest-Bearing Accounts$12,176,587$35,729,921▲ $23,553,334
Investments in Publicly Traded Securities$146,346,237$25,746,749▼ $120,599,488
Accounts Receivable$2,127,994$14,831,609▲ $12,703,615
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$160,650,818$151,793,952▼ $8,856,866
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$31,364,801$33,704,849▲ $2,340,048
Accounts Payable and Accrued Expenses$115,655$178,386▲ $62,731
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$31,480,456$33,883,235▲ $2,402,779
Net Assets / Fund Balance
Total Net Assets Fund Balance$129,170,362$117,910,717▼ $11,259,645
Total Liabilities and Net Assets / Fund Balance$160,650,818$151,793,952▼ $8,856,866
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Esai AldayAlternate Trustee
Ragini GuptaAlternate Trustee
Sharon CarrollAlternate Trustee
Brent Bohntrustee
Dan ClayTrustee
Jim SinclairTrustee
Kyle BrittinghamTrustee
Mike MarshallTrustee
Sandy HumphreyTrustee
Sean HammondTrustee
Teresa PollockTrustee
frank jorgensentrustee
scott powerstrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Zenith American SolutionsContract Admin.12205 SW Tualatin Rd Ste 200, Tualatin, OR 97062$3,393,342
Regence Bluecross BlueshieldPPO ProviderPO Box 1271 M/S Elia, Portland, OR 97027$2,148,073
Innovative Care Management IncClaims ManagementPO BOX 22386, Portland, OR 97269$924,448
The Segal CompanyConsultant180 HOWARD ST STE 110, San Francisco, CA 94105$284,975
Activeradar Sw Holdings INCClaims Administrator11344 COLOMA RD STE 680, Gold River, CA 95670$171,289
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$124,624,469
Investment Income
$8,493,290
Other Revenue
$0
Change in Net Assets
$-7,574,691

Audited Revenue Reconciliation

Revenue per Audited Statements
$133,117,759
Revenue Not Reported on Form 990
$-3,684,954
Total Revenue per Audited Statements
$129,432,805
Total Revenue per Form 990
$133,117,759
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,868,001
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$137,824,449
Fees for Services Management---$1,243,514
Office Expenses---$685,822
Fees for Services Other---$439,814
Fees for Service Investment Mgmnt Fees---$310,781
Insurance---$68,833
Fees for Services Legal---$45,600
Other Expenses---$37,452
Fees for Services Accounting---$36,185
Total Functional Expenses$0$0$0$140,692,450

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$140,692,450
Expenses per Audited Statements$138,352,402
Total Expenses per Audited Statements$138,352,402
Expenses Not Reported on Financial Statements$2,340,048
Other Expense Adjustments$2,340,048
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accumulated Eligibility Credit$21,731,849
Claims Incurred But Not Report$9,748,111
Claims Payable$2,224,889
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

part VI, line 11B:

“FORM 990 WAS reviewed by THE PLAN ADMINISTRATOR PRIOR TO FILING; ANY UNUSUAL ITEMS OR ITEMS NEEDING TO BE ADDRESSED WILL BE BROUGHT TO THE TRUSTEES' ATTENTION.”

part VI, line 12C:

“Trustees are required to notify the plan of any changes in their interests that could give rise to conflicts.”

part VI, line 19:

“The plan document, conflict of interest policy, and financial statements are maintained in the plans' office and are available upon request.”

part VII, section A:

“Trustee compensation and benefits from related tax-exempt organizations is properly reported and available on those organizations' tax filings.”

Filing and Contact Details

Filer

Filer Name
Ufcw Local 555-employers Health Trust
EIN
23-7017278
In Care Of
% PATI PIRO-BOSLEY
Phone
8667967623
Address
12205 SW Tualatin Rd ste 200, TUALATIN, OR 97062

Signing Officer

Name
Pati Piro-bosley
Title
Plan Administrator
Phone
8667967623
Signed
2022-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Clay
Formed
1977
Legal Domicile
Or
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
600 STEWART ST STE 618, SEATTLE, WA 98101-1261
Preparer
Catalina Kirby
Phone
2065963930
Supplemental Narrative

Additional Explanations

part I, line 1 and part III, lines 1 and 4A:

“To provide medical, vision, dental, prescription, supplemental income, life and accidental death and dismembership benefits to participants on whose behalf employers contribute to the plan in accordance with their collective bargaining agreement.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. PART XII, LINE 4B: INCREASE IN BENEFIT OBLIGATIONS”

Raw XML AppendixShowing 400 of 513 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0115655
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0178386
IRS990/AccountsReceivableGrp/BOYAmt02127994
IRS990/AccountsReceivableGrp/EOYAmt014831609
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0See Schedule O
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt0137824449
IRS990/BooksInCareOfDetail/PersonNm0PATI PIRO-BOSLEY
IRS990/BooksInCareOfDetail/PhoneNum08667967623
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt012205 SW TUALATIN RD STE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0TUALATIN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097062
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt012176587
IRS990/CashNonInterestBearingGrp/EOYAmt035729921
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt05
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt02148073
IRS990/ContractorCompensationGrp/CompensationAmt13393342
IRS990/ContractorCompensationGrp/CompensationAmt2924448
IRS990/ContractorCompensationGrp/CompensationAmt3284975
IRS990/ContractorCompensationGrp/CompensationAmt4171289
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO Box 1271 M/S Elia
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt112205 SW Tualatin Rd Ste 200
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2PO BOX 22386
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3180 HOWARD ST STE 110
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt411344 COLOMA RD STE 680
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0PORTLAND
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1TUALATIN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2PORTLAND
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3SAN FRANCISCO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4GOLD RIVER
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0OR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1OR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2OR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd097027
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd297269
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd495670
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0Regence Bluecross Blueshield
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1Zenith American Solutions
IRS990/ContractorCompensationGrp/ContractorName/PersonNm2Innovative Care Management Inc
IRS990/ContractorCompensationGrp/ContractorName/PersonNm3THE SEGAL COMPANY
IRS990/ContractorCompensationGrp/ContractorName/PersonNm4ACTIVERADAR SW HOLDINGS INC
IRS990/ContractorCompensationGrp/ServicesDesc0PPO Provider
IRS990/ContractorCompensationGrp/ServicesDesc1Contract Admin.
IRS990/ContractorCompensationGrp/ServicesDesc2Claims Management
IRS990/ContractorCompensationGrp/ServicesDesc3CONSULTANT
IRS990/ContractorCompensationGrp/ServicesDesc4CLAIMS ADMINISTRATOR
IRS990/CostOfGoodsSoldAmt00
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IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt08493290
IRS990/CYOtherExpensesAmt02868001
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0124624469
IRS990/CYRevenuesLessExpensesAmt0-7574691
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0140692450
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0133117759
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
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IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0see schedule o
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
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IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
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IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt036185
IRS990/FeesForServicesLegalGrp/TotalAmt045600
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt01243514
IRS990/FeesForServicesOtherGrp/TotalAmt0439814
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0310781
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. PART XII, LINE 4B: INCREASE IN BENEFIT OBLIGATIONS
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