Civic Intelligence

Oregon Essential Workforce Health Care Fund

EIN 32-0674647 • 501(c)9 • Portland, OR

Profile

To provide self-insured health benefits to employees and dependents who satisfy certain plan requirements and are employed by employers that make required contributions to the fund.

525 NE Oregon StPortland, OR 97232

n/A

Siviq Scores

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

Liabilities / Assets

57th percentile

0.04x

Higher debt load relative to assets than 57% of similar nonprofits.

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

Liabilities / Revenue

55th percentile

0.07x

Higher debt load relative to revenue than 55% of similar nonprofits.

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

Net Margin

85th percentile

36%

Higher net margin than 85% of similar nonprofits.

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

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

$100M-$250M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2024

Assets

Up

$102,299,627

Up $22,483,430 (+28%) from 2023

Liabilities

Up

$3,711,631

Up $1,164,391 (+46%) from 2023

Net Assets

Up

$98,587,996

Up $21,319,039 (+28%) from 2023

Revenue

Up

$56,961,089

Up $35,036,474 (+160%) from 2023

Expenses

Up

$36,246,489

Up $12,612,662 (+53%) from 2023

Net Income

Up

$20,714,600

Up $22,423,812 (+1312%) from 2023

Trend Graphs

Balance Sheet Trend

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

$150M$100M$50M$0-$50MAssets 2021: $0Liabilities 2021: $9,781Net Assets 2021: -$9,7812021Assets 2023: $79,816,197Liabilities 2023: $2,547,240Net Assets 2023: $77,268,9572023Assets 2024: $102,299,627Liabilities 2024: $3,711,631Net Assets 2024: $98,587,9962024

Highlighted filing

2024

Assets$102,299,627
Liabilities$3,711,631
Net Assets$98,587,996

Operations Trend

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

$60M$40M$20M$0-$20MRevenue 2021: $0Expenses 2021: $9,781Net Income 2021: -$9,7812021Revenue 2023: $21,924,615Expenses 2023: $23,633,827Net Income 2023: -$1,709,2122023Revenue 2024: $56,961,089Expenses 2024: $36,246,489Net Income 2024: $20,714,6002024

Highlighted filing

2024

Revenue$56,961,089
Expenses$36,246,489
Net Income$20,714,600

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$56,961,089
Mission and Program Overview

Mission

To provide self-insured health benefits to employees and dependents who satisfy certain plan requirements and are employed by employers that make required contributions to the oregon essential workforce health care fund.

To provide self-insured health benefits to employees and dependents who satisfy certain plan requirements and are employed by employers that make required contributions to the fund.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$77,268,957$98,587,996▲ $21,319,039
Investments in Publicly Traded Securities$75,276,831$71,327,011▼ $3,949,820
Accounts Receivable$61,452$18,772,561▲ $18,711,109
Cash and Non-Interest-Bearing Accounts$4,477,914$11,807,952▲ $7,330,038
Prepaid Expenses and Deferred Charges$0$392,103▲ $392,103
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 Other Securities$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
Total Assets$79,816,197$102,299,627▲ $22,483,430
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$2,064,600$3,310,100▲ $1,245,500
Accounts Payable and Accrued Expenses$482,640$401,531▼ $81,109
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$2,547,240$3,711,631▲ $1,164,391
Net Assets / Fund Balance
Total Net Assets Fund Balance$77,268,957$98,587,996▲ $21,319,039
Total Liabilities and Net Assets / Fund Balance$79,816,197$102,299,627▲ $22,483,430
Compensation and Service Providers

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Regence Bluecross Blueshield Of Oreclaims adminPO Box 2597, Portland, OR 97208$967,044
MagnacareAdministration1600 Stewart Ave Ste 200, Westbury, NY 11590$794,387
Milliman INCConsulting500 YGNACIO VALLEY RD STE 498, Walnut Creek, CA 94596$225,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$53,844,443
Investment Income
$3,116,646
Other Revenue
$0
Change in Net Assets
$20,714,600

Audited Revenue Reconciliation

Revenue per Audited Statements
$56,957,631
Revenue Not Reported on Financial Statements
$3,458
Revenue Not Reported on Form 990
$604,439
Total Revenue per Audited Statements
$57,562,070
Total Revenue per Form 990
$56,961,089
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,511,683
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---$33,734,806
Other Expenses---$773,592
Fees for Services Management---$660,520
Fees for Services Other---$562,810
Office Expenses---$244,325
Fees for Services Legal---$98,288
Insurance---$48,699
Fees for Service Investment Mgmnt Fees---$46,791
Information Technology---$30,999
Fees for Services Accounting---$29,500
Travel---$7,334
Occupancy---$6,749
Conferences and Meetings---$1,887
Advertising---$189
Total Functional Expenses$0$0$0$36,246,489

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$36,246,489
Expenses per Audited Statements$35,000,989
Total Expenses per Audited Statements$35,000,989
Expenses Not Reported on Financial Statements$1,245,500
Other Expense Adjustments$1,245,500
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
Subject to proxy tax
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
Benefit Obligations$3,310,100
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
CEO compensation reviewed
Yes
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, SECTION A, LINE 3:

THE PLAN HAS CONTRACTED WITH MagnaCare TO PROVIDE DAY-TO-DAY ADMINISTRATIVE SERVICES TO THE PLAN.

PART VI, LINE 8B:

The plan does not have any committee to act on behalf of the governing body.

PART VI, LINE 11A:

Form 990 was review by the plan director and finance director prior to filing. Any unusual items are brought to the board of trustees attention.

PART VI, LINE 12C:

The conflict-of-interest policy pertains to all trustees and service providers who can influence the actions of the plan. A conflict of interest includes an interest, direct or indirect, of a trustee or service provider to the plan, which may result in the trustee or service provider benefiting financially from a decision made in relation to his or her capacity as a trustee or service provider. Disclosures of possible conflicts of interest are made to either the secretary or chairman of the plan. The trustees determine if a conflict of interest exists. The decision of the trustees, in relation to a conflict of interest is binding and final.

PART VI, LINE 19:

The governing documents, conflict of interest policy and financial statements are available at the plan office upon request.

PART VII, SECTION A:

Compensation paid to trustees employed by not-for-profit organizations is properly reported on the employer's annual tax filings.

Filing and Contact Details

Filer

Filer Name
Oregon Essential Workforce Health Care Fund
EIN
32-0674647
In Care Of
% SARA DUERR
Phone
8333890027
Address
525 NE OREGON ST, PORTLAND, OR 97232

Signing Officer

Name
Melissa Unger
Title
Trustee
Phone
2064417574
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katie Combs
Formed
2021
Legal Domicile
Or
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
2101 4TH AVE STE 1830, SEATTLE, WA 98121-2345
Preparer
Catalina Kirby
Phone
2065963930
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

Accouting 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: change in benefit obligations.

Raw XML AppendixShowing 400 of 446 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/BOYAmt0482640
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0401531
IRS990/AccountsReceivableGrp/BOYAmt061452
IRS990/AccountsReceivableGrp/EOYAmt018772561
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE SELF-INSURED HEALTH BENEFITS TO EMPLOYEES AND DEPENDENTS WHO SATISFY CERTAIN PLAN REQUIREMENTS AND ARE EMPLOYED BY EMPLOYERS THAT MAKE REQUIRED CONTRIBUTIONS TO THE FUND.
IRS990/AdvertisingGrp/TotalAmt0189
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt033734806
IRS990/BooksInCareOfDetail/PersonNm0SARA DUERR
IRS990/BooksInCareOfDetail/PhoneNum05033882442
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0525 NE OREGON ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097232
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt04477914
IRS990/CashNonInterestBearingGrp/EOYAmt011807952
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt01887
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0794387
IRS990/ContractorCompensationGrp/CompensationAmt1225000
IRS990/ContractorCompensationGrp/CompensationAmt2967044
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01600 Stewart Ave Ste 200
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1500 YGNACIO VALLEY RD STE 498
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2PO Box 2597
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0WESTBURY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1WALNUT CREEK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2PORTLAND
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2OR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd011590
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd194596
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd297208
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0MAGNACARE
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1MILLIMAN INC
IRS990/ContractorCompensationGrp/ContractorName/PersonNm2REGENCE BLUECROSS BLUESHIELD OF ORE
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATION
IRS990/ContractorCompensationGrp/ServicesDesc1CONSULTING
IRS990/ContractorCompensationGrp/ServicesDesc2claims admin
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt033734806
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03116646
IRS990/CYOtherExpensesAmt02511683
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt053844443
IRS990/CYRevenuesLessExpensesAmt020714600
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt036246489
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt056961089
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0TO PROVIDE SELF-INSURED HEALTH BENEFITS TO EMPLOYEES AND DEPENDENTS WHO SATISFY CERTAIN PLAN REQUIREMENTS AND ARE EMPLOYED BY EMPLOYERS THAT MAKE REQUIRED CONTRIBUTIONS TO THE FUND.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt029500
IRS990/FeesForServicesLegalGrp/TotalAmt098288
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt0660520
IRS990/FeesForServicesOtherGrp/TotalAmt0562810
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt046791
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.5
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0ANDREW LOOMIS
IRS990/Form990PartVIISectionAGrp/PersonNm1MELISSA UNGER
IRS990/Form990PartVIISectionAGrp/PersonNm2EVAN PASTER
IRS990/Form990PartVIISectionAGrp/PersonNm3SEAN STAUB
IRS990/Form990PartVIISectionAGrp/PersonNm4RYAN DELAMARTER
IRS990/Form990PartVIISectionAGrp/PersonNm5ANDREW LUCAS
IRS990/Form990PartVIISectionAGrp/PersonNm6Sally Cantwell
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02021
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt056961089
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt030999
IRS990/InsuranceGrp/TotalAmt048699
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt03116646
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03116646
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt075276831
IRS990/InvestmentsPubTradedSecGrp/EOYAmt071327011
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE SELF-INSURED HEALTH BENEFITS TO EMPLOYEES AND DEPENDENTS WHO SATISFY CERTAIN PLAN REQUIREMENTS AND ARE EMPLOYED BY EMPLOYERS THAT MAKE REQUIRED CONTRIBUTIONS TO THE FUND.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt077268957
IRS990/NetAssetsOrFundBalancesEOYAmt098587996
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0604439
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt06749
IRS990/OfficeExpensesGrp/TotalAmt0244325
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0RISE PARTNERS
IRS990/OtherExpensesGrp/TotalAmt0773592
IRS990/OtherLiabilitiesGrp/BOYAmt02064600
IRS990/OtherLiabilitiesGrp/EOYAmt03310100
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0392103
IRS990/PrincipalOfficerNm0KATIE COMBS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt053787214
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt157229
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt053787214
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt157229
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt020601152
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02693661
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt03032675
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt019230954
IRS990/PYRevenuesLessExpensesAmt0-1709212
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt023633827
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt021924615
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt020714600
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt077268957
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt098587996
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01245500
IRS990ScheduleD/ExpensesSubtotalAmt035000989
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncldAmt03458
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0604439
IRS990ScheduleD/OtherExpensesNotIncludedAmt01245500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03310100
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueNotReportedAmt0604439
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt03458
IRS990ScheduleD/RevenueSubtotalAmt056957631
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUTING 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: CHANGE IN BENEFIT OBLIGATIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalExpensesPerForm990Amt036246489
IRS990ScheduleD/TotalLiabilityAmt03310100
IRS990ScheduleD/TotalRevenuePerForm990Amt056961089
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt057562070
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt035000989
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN HAS CONTRACTED WITH MagnaCare TO PROVIDE DAY-TO-DAY ADMINISTRATIVE SERVICES TO THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PLAN DOES NOT HAVE ANY COMMITTEE TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 WAS REVIEW BY THE PLAN DIRECTOR AND FINANCE DIRECTOR PRIOR TO FILING. ANY UNUSUAL ITEMS ARE BROUGHT TO THE BOARD OF TRUSTEES ATTENTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT-OF-INTEREST POLICY PERTAINS TO ALL TRUSTEES AND SERVICE PROVIDERS WHO CAN INFLUENCE THE ACTIONS OF THE PLAN. A CONFLICT OF INTEREST INCLUDES AN INTEREST, DIRECT OR INDIRECT, OF A TRUSTEE OR SERVICE PROVIDER TO THE PLAN, WHICH MAY RESULT IN THE TRUSTEE OR SERVICE PROVIDER BENEFITING FINANCIALLY FROM A DECISION MADE IN RELATION TO HIS OR HER CAPACITY AS A TRUSTEE OR SERVICE PROVIDER. DISCLOSURES OF POSSIBLE CONFLICTS OF INTEREST ARE MADE TO EITHER THE SECRETARY OR CHAIRMAN OF THE PLAN. THE TRUSTEES DETERMINE IF A CONFLICT OF INTEREST EXISTS. THE DECISION OF THE TRUSTEES, IN RELATION TO A CONFLICT OF INTEREST IS BINDING AND FINAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE PLAN OFFICE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION PAID TO TRUSTEES EMPLOYED BY NOT-FOR-PROFIT ORGANIZATIONS IS PROPERLY REPORTED ON THE EMPLOYER'S ANNUAL TAX FILINGS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION A, LINE 3:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, LINE 8B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, LINE 11A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VI, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART VII, SECTION A:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SEE SUPPLEMENTAL INFORMATION
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP: THE ADMINISTRATIVE OFFICE DOES NOT CURRENTLY MAINTAIN THIS INFORMATION FOR THE CONTRIBUTING EMPLOYERS. PLEASE CONTACT THE ADMINISTRATIVE OFFICE FOR SPECIFIC QUESTIONS.
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt1IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORPORATION OR TRUST: THE ADMINISTRATIVE OFFICE DOES NOT CURRENTLY MAINTAIN THIS INFORMATION FOR THE CONTRIBUTING EMPLOYERS. PLEASE CONTACT THE ADMINISTRATIVE OFFICE FOR SPECIFIC QUESTIONS.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III:
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc1PART IV:
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt079816197
IRS990/TotalAssetsEOYAmt0102299627
IRS990/TotalAssetsGrp/BOYAmt079816197
IRS990/TotalAssetsGrp/EOYAmt0102299627
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt036246489
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02547240
IRS990/TotalLiabilitiesEOYAmt03711631
IRS990/TotalLiabilitiesGrp/BOYAmt02547240
IRS990/TotalLiabilitiesGrp/EOYAmt03711631
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt077268957
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt098587996
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt053844443
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt03116646
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt053844443
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt056961089
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.