Civic Intelligence

Utah Idaho Teamsters Retirees' Trust

EIN 45-2137944 • 501(c)9 • Phoenix, AZ

Profile

To provide health benefits for retirees via a taft-hartley collectively bargained plan.

C/O SSA 2550 W Union Hills Dr 290Phoenix, AZ 85027

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2025

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2025

Net Margin

93rd percentile

64%

Higher net margin than 93% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2025

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 2025

Asset Growth

87th percentile

20%

Faster asset growth than 87% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Revenue Growth

88th percentile

31%

Faster revenue growth than 88% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Assets

Up

$106,499,084

Up $17,661,599 (+20%) from 2024

Liabilities

Up

$30,199

Up $21,262 (+238%) from 2024

Net Assets

Up

$106,468,885

Up $17,640,337 (+20%) from 2024

Revenue

Up

$19,094,074

Up $4,553,041 (+31%) from 2024

Expenses

Up

$6,826,513

Up $513,980 (+8.1%) from 2024

Net Income

Up

$12,267,561

Up $4,039,061 (+49%) from 2024

Trend Graphs

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2013: $30,539,443Liabilities 2013: $90,062Net Assets 2013: $30,449,3812013Assets 2014: $30,549,198Liabilities 2014: $131,137Net Assets 2014: $30,418,0612014Assets 2015: $32,554,951Liabilities 2015: $48,987Net Assets 2015: $32,505,9642015Assets 2016: $33,214,261Liabilities 2016: $29,402Net Assets 2016: $33,184,8592016Assets 2017: $34,162,969Liabilities 2017: $33,708Net Assets 2017: $34,129,2612017Assets 2018: $36,049,389Liabilities 2018: $556,090Net Assets 2018: $35,493,2992018Assets 2019: $40,024,354Liabilities 2019: $26,982Net Assets 2019: $39,997,3722019Assets 2020: $47,054,117Liabilities 2020: $4,351Net Assets 2020: $47,049,7662020Assets 2021: $56,332,631Liabilities 2021: $601,870Net Assets 2021: $55,730,7612021Assets 2022: $63,222,367Liabilities 2022: $5,776Net Assets 2022: $63,216,5912022Assets 2023: $74,085,153Liabilities 2023: $6,987Net Assets 2023: $74,078,1662023Assets 2024: $88,837,485Liabilities 2024: $8,937Net Assets 2024: $88,828,5482024Assets 2025: $106,499,084Liabilities 2025: $30,199Net Assets 2025: $106,468,8852025

Highlighted filing

2025

Assets$106,499,084
Liabilities$30,199
Net Assets$106,468,885

Operations Trend

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

$20M$15M$10M$5.0M$0Expenses 2013: $2,952,3362013Revenue 2014: $5,122,034Expenses 2014: $4,506,785Net Income 2014: $615,2492014Revenue 2015: $6,628,088Expenses 2015: $4,784,943Net Income 2015: $1,843,1452015Revenue 2016: $6,348,201Expenses 2016: $5,653,740Net Income 2016: $694,4612016Revenue 2017: $6,691,346Expenses 2017: $5,118,847Net Income 2017: $1,572,4992017Revenue 2018: $7,065,214Expenses 2018: $5,163,780Net Income 2018: $1,901,4342018Revenue 2019: $8,905,215Expenses 2019: $5,030,471Net Income 2019: $3,874,7442019Revenue 2020: $11,206,971Expenses 2020: $4,811,082Net Income 2020: $6,395,8892020Revenue 2021: $13,837,637Expenses 2021: $4,996,308Net Income 2021: $8,841,3292021Revenue 2022: $16,192,168Expenses 2022: $4,724,337Net Income 2022: $11,467,8312022Revenue 2023: $15,941,144Expenses 2023: $5,669,753Net Income 2023: $10,271,3912023Revenue 2024: $14,541,033Expenses 2024: $6,312,533Net Income 2024: $8,228,5002024Revenue 2025: $19,094,074Expenses 2025: $6,826,513Net Income 2025: $12,267,5612025

Highlighted filing

2025

Revenue$19,094,074
Expenses$6,826,513
Net Income$12,267,561

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Mar 7, 2026
Return Version
2024v5.2
Gross Receipts
$38,131,115
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$88,828,548$106,468,885▲ $17,640,337
Investments Other Securities$74,740,113$91,802,716▲ $17,062,603
Investments in Publicly Traded Securities$10,442,358$10,170,186▼ $272,172
Cash and Non-Interest-Bearing Accounts$1,726,463$2,635,024▲ $908,561
Accounts Receivable$1,786,170$1,876,607▲ $90,437
Savings and Temporary Cash Investments$142,381$14,551▼ $127,830
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$88,837,485$106,499,084▲ $17,661,599
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$8,937$30,199▲ $21,262
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$8,937$30,199▲ $21,262
Net Assets / Fund Balance
Total Net Assets Fund Balance$88,828,548$106,468,885▲ $17,640,337
Total Liabilities and Net Assets / Fund Balance$88,837,485$106,499,084▲ $17,661,599

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$28,277,571--
Compensation and Service Providers

Board Members and Trustees

NameTitle
David AndersonEmployer Trustee
Larry OrtegaEmployer Trustee
Tim DietzEmployer Trustee
Tom CannonEmployer Trustee
Veronica TerpeningEmployer Trustee - Past
Bob MendezUnion Trustee
Britt MillerUnion Trustee
Jim SoumasUnion Trustee
Spencer HogueUnion Trustee
Jessica PratherUnion Trustee - Past

Highest Paid Contractors

ContractorServicesLocationCompensation
CignaAdmin Support SvcsPO BOX 644546, Pittsburgh, PA 15264$234,372
Southwest Service Administrators IContract Admin.2550 W UNION HILLS DR STE 290, Phoenix, AZ 85027$218,892
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$15,074,650
Investment Income
$4,019,424
Other Revenue
$0
Change in Net Assets
$12,267,561

Audited Revenue Reconciliation

Revenue per Audited Statements
$19,094,074
Revenue Not Reported on Form 990
$5,222,642
Total Revenue per Audited Statements
$24,316,716
Total Revenue per Form 990
$19,094,074
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$831,108
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---$5,995,405
Fees for Services Other---$329,191
Fees for Services Management---$225,533
Fees for Service Investment Mgmnt Fees---$150,134
Office Expenses---$32,592
Fees for Services Accounting---$32,077
Insurance---$17,959
Fees for Services Legal---$16,653
Conferences and Meetings---$3,779
Other Expenses---$3,057
Total Functional Expenses$0$0$0$6,826,513

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,826,513
Expenses per Audited Statements$6,676,379
Total Expenses per Audited Statements$6,676,379
Expenses Not Reported on Financial Statements$150,134
Other Expense Adjustments$150,134
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
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, LINE 11B:

The board of trustees retains an independent cpa firm to perform an annual audit and prepare the annual tax form 990. Each board member is given a copy of the form 990. The form 990 is reviewed by the cpa with the board of trustees and once the trustees are satisfied that the return is complete and accurate they authorize the cpa to electronically file it.

PART VI, LINE 12C:

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

PART VI, LINES 15A AND 15B:

Members of the board of trustees receive no compensation. The plan does not have other officers or key employees as defined.

PART VI, LINE 19:

The plan makes its governing documents, conflict of interest policy and financial statements available to the general public upon written request.

PART VII, COLUMN E:

The following trustees received compensation from related tax-exempt organizations and such compensation information is available on the related organizations' form 990: spencer hogue bob mendez britt miller jessica prather jim soumas

Filing and Contact Details

Filer

Filer Name
Utah-Idaho Teamsters Retirees' Trust
EIN
45-2137944
In Care Of
% SSA DAVIN MARTINEZ
Phone
6022493582
Address
C/O SSA 2550 W Union Hills Dr 290, Phoenix, AZ 85027

Signing Officer

Name
Spencer Hogue
Title
President
Phone
6022493582
Signed
2026-03-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Anderson
Formed
2011
Legal Domicile
Ut
Voting Board Members
8
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
3900 W ALAMEDA AVE STE 2400, BURBANK, CA 91505-4302
Preparer
Edmond Avaness CPA
Phone
8187692010
Supplemental Narrative

Additional Explanations

PART I, LINE 1 AND PART III, LINES 1 AND 4A:

The utah-idaho teamsters retirees' trust is a multiemployer welfare benefit plan providing medical-hospital, dental, prescription, vision and life benefits to participants and their dependents.

Financial Statement Notes

PART X, LINE 2:

No provision for federal or state income tax is made. The plan has received tax-exempt status from the federal government under internal revenue code section 501(c)(9) and the state of utah under section 16-6a. 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 XI, LINE 2D:

Investment expenses offset with investment income on audited financial statements and reported on form 990, part ix, line 11f.

PART XII, LINE 4B:

Investment expenses offset with investment income on audited financial statements and reported on form 990, part ix, line 11f.

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IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt017959
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02606616
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt074740113
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt091802716
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt010442358
IRS990/InvestmentsPubTradedSecGrp/EOYAmt010170186
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt019037041
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IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt088828548
IRS990/NetAssetsOrFundBalancesEOYAmt0106468885
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01412808
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01412808
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt05372776
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt032592
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/Desc1PCORI FEES
IRS990/OtherExpensesGrp/TotalAmt020133
IRS990/OtherExpensesGrp/TotalAmt13057
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
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IRS990/OtherSalariesAndWagesGrp/TotalAmt00
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
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IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0DAVID ANDERSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt014500698
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1573952
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt014500698
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1573952
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt05606368
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-623644
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0706165
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt015164677
IRS990/PYRevenuesLessExpensesAmt08228500
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt06312533
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt014541033
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IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt012267561
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt088828548
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0106468885
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0142381
IRS990/SavingsAndTempCashInvstGrp/EOYAmt014551
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0150134
IRS990ScheduleD/ExpensesSubtotalAmt06676379
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt05372776
IRS990ScheduleD/OtherExpensesNotIncludedAmt0150134
IRS990ScheduleD/OtherRevenueAmt0-150134
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt063525145
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt128277571
IRS990ScheduleD/OtherSecuritiesGrp/Desc0COMMON COLLECTIVE FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1PARTNERSHIPS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt05222642
IRS990ScheduleD/RevenueSubtotalAmt019094074
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0NO PROVISION FOR FEDERAL OR STATE INCOME TAX IS MADE. THE PLAN HAS RECEIVED TAX-EXEMPT STATUS FROM THE FEDERAL GOVERNMENT UNDER INTERNAL REVENUE CODE SECTION 501(C)(9) AND THE STATE OF UTAH UNDER SECTION 16-6A. 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT EXPENSES OFFSET WITH INVESTMENT INCOME ON AUDITED FINANCIAL STATEMENTS AND REPORTED ON FORM 990, PART IX, LINE 11F.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2INVESTMENT EXPENSES OFFSET WITH INVESTMENT INCOME ON AUDITED FINANCIAL STATEMENTS AND REPORTED ON FORM 990, PART IX, LINE 11F.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B:
IRS990ScheduleD/TotalBookValueSecuritiesAmt091802716
IRS990ScheduleD/TotalExpensesPerForm990Amt06826513
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt019094074
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt024316716
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06676379
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE UTAH-IDAHO TEAMSTERS RETIREES' TRUST IS A MULTIEMPLOYER WELFARE BENEFIT PLAN PROVIDING MEDICAL-HOSPITAL, DENTAL, PRESCRIPTION, VISION AND LIFE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES RETAINS AN INDEPENDENT CPA FIRM TO PERFORM AN ANNUAL AUDIT AND PREPARE THE ANNUAL TAX FORM 990. EACH BOARD MEMBER IS GIVEN A COPY OF THE FORM 990. THE FORM 990 IS REVIEWED BY THE CPA WITH THE BOARD OF TRUSTEES AND ONCE THE TRUSTEES ARE SATISFIED THAT THE RETURN IS COMPLETE AND ACCURATE THEY AUTHORIZE THE CPA TO ELECTRONICALLY FILE IT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUSTEES ARE REQUIRED TO NOTIFY THE PLAN OF ANY CHANGES IN THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERS OF THE BOARD OF TRUSTEES RECEIVE NO COMPENSATION. THE PLAN DOES NOT HAVE OTHER OFFICERS OR KEY EMPLOYEES AS DEFINED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PLAN MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FOLLOWING TRUSTEES RECEIVED COMPENSATION FROM RELATED TAX-EXEMPT ORGANIZATIONS AND SUCH COMPENSATION INFORMATION IS AVAILABLE ON THE RELATED ORGANIZATIONS' FORM 990: SPENCER HOGUE BOB MENDEZ BRITT MILLER JESSICA PRATHER JIM SOUMAS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1 AND PART III, LINES 1 AND 4a:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, LINES 15A AND 15B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VI, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART VII, COLUMN E:
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE ATTACHED LIST OF
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ForeignAddress/AddressLine1Txt0CONTRIBUTING EMPLOYERS
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ForeignAddress/CountryCd0AF
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE ATTACHED LIST OF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UTAH-IDAHO TEAMSTERS SECURITY FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1UTAH AGC TEAMSTERS APPRENTICE TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2SEE ATTACHED FOR A LIST OF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0876122720

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