Liabilities / Assets
61st percentile
Higher debt load relative to assets than 61% of similar nonprofits.
990 • Fiscal year 2025 • EIN 73-0790052
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
61st percentile
Higher debt load relative to assets than 61% of similar nonprofits.
Liabilities / Revenue
85th percentile
Higher debt load relative to revenue than 85% of similar nonprofits.
Net Margin
71st percentile
Higher net margin than 71% of similar nonprofits.
Top Officer Pay
39th percentile
Higher top officer pay than 39% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
58th percentile
Faster asset growth than 58% of similar nonprofits.
Revenue Growth
77th percentile
Faster revenue growth than 77% of similar nonprofits.
Assets
Up$30,220,259
Up $2,304,340 (+8.3%) from 2024
Net Assets
Up$26,802,125
Up $2,024,972 (+8.2%) from 2024
Liabilities
Up$3,418,134
Up $279,368 (+8.9%) from 2024
Revenue
Up$9,503,059
Up $1,025,477 (+12%) from 2024
Expenses
Up$8,372,722
Up $290,229 (+3.6%) from 2024
Net Income
Up$1,130,337
Up $735,248 (+186%) from 2024
Multiemployer health and welfare plan designed to provide benefits for eligible participants and beneficiaries as specified in the plan document.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $25,622,581 | $27,380,615 | ▲ $1,758,034 |
| Rtn Earn Endowment Incm Other Fnds | $24,777,153 | $26,802,125 | ▲ $2,024,972 |
| Accounts Receivable | $1,789,866 | $1,907,515 | ▲ $117,649 |
| Savings and Temporary Cash Investments | $503,472 | $932,129 | ▲ $428,657 |
| Cash and Non-Interest-Bearing Accounts | - | $0 | - |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $27,915,919 | $30,220,259 | ▲ $2,304,340 |
| Liabilities | |||
| Other Liabilities | $3,071,510 | $3,388,647 | ▲ $317,137 |
| Accounts Payable and Accrued Expenses | $67,256 | $29,487 | ▼ $37,769 |
| Total Liabilities | $3,138,766 | $3,418,134 | ▲ $279,368 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $24,777,153 | $26,802,125 | ▲ $2,024,972 |
| Total Liabilities and Net Assets / Fund Balance | $27,915,919 | $30,220,259 | ▲ $2,304,340 |
| Name | Title |
|---|---|
| Mark Little | Employer Trustee |
| Matt Thomas | Employer Trustee |
| Justin Evans | Union Trustee |
| Michael Stark Jr | Union Trustee |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Zenith American Solutions INC | Third Party Administrator | 909 SOUTH MERIDIAN AVE STE 580, Oklahoma City, OK 73108 | $221,921 |
| Blue Cross Blue Shield Of Illinois | Health Claims Administrator | 300 E RANDOLF ST, Chicago, IL 60601 | $173,736 |
| Line Item | Amount |
|---|---|
| Other Expenses | $705,815 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $7,666,907 |
| Fees for Services Other | - | - | - | $318,544 |
| Fees for Services Management | - | - | - | $210,123 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $61,285 |
| Fees for Services Legal | - | - | - | $49,134 |
| Fees for Services Accounting | - | - | - | $31,905 |
| Insurance | - | - | - | $18,964 |
| Office Expenses | - | - | - | $15,665 |
| Conferences and Meetings | - | - | - | $169 |
| All Other Expenses | - | - | - | $26 |
| Total Functional Expenses | $0 | $0 | $0 | $8,372,722 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $8,372,722 |
| Expenses per Audited Statements | $8,311,437 |
| Total Expenses per Audited Statements | $8,026,134 |
| Expenses Not Reported on Financial Statements | $61,285 |
| Expenses Not Reported on Form 990 | $-285,303 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Accumulated Eligibility | $2,421,919 |
| Incurred But Unreported Claims | $898,000 |
| Reciprocal Contributions Payable | $68,728 |
“Form 990 is provided to the trustees prior to filing.”
“The trustees monitor and enforce compliance with the conflict of interest policy as required by erisa, with the assistance of the fund's professionals.”
“The organization makes its governing documents, policies, and financial statements available upon request.”
“The organization's board of trustees is responsible for overseeing the financial statement audit, and the selection of the independent auditor that performs the audit. No change from the prior year.”
“The trust established under the plan to hold the plan's assets is qualified pursuant to section 501(c)(9) of the internal revenue code (irc) as a tax-exempt organization. The plan has obtained a favorable determination letter from the internal revenue service and the plan sponsor believes that the plan, as amended, continues to qualify and to operate in accordance with applicable provisions of the irc. Therefore, no provision for income taxes has been included in the plan's financial statements. Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken an uncertain position that, more likely than not, would not be sustained upon examination by taxing authorities. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”
“Change in benefit obligations”
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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 67256 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 29487 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 1789866 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 1907515 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | MULTIEMPLOYER HEALTH AND WELFARE PLAN DESIGNED TO PROVIDE BENEFITS FOR ELIGIBLE PARTICIPANTS AND BENEFICIARIES AS SPECIFIED IN THE PLAN DOCUMENT. |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 26 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 7666907 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | BOARD OF TRUSTEES |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 4056822323 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 909 SOUTH MERIDIAN AVENUE STE 580 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | OKLAHOMA CITY |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OK |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 73108 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 0 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 2 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 169 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 221921 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 173736 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 909 SOUTH MERIDIAN AVE STE 580 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | 300 E RANDOLF ST |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | OKLAHOMA CITY |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | CHICAGO |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | OK |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | IL |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 73108 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 60601 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | ZENITH AMERICAN SOLUTIONS INC |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 1 | BLUE CROSS BLUE SHIELD OF ILLINOIS |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | THIRD PARTY ADMINISTRATOR |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | HEALTH CLAIMS ADMINISTRATOR |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 7666907 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 1438457 |
| IRS990/CYOtherExpensesAmt | 0 | 705815 |
| IRS990/CYOtherRevenueAmt | 0 | 1133 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 8063469 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 1130337 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 8372722 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 9503059 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | MULTIEMPLOYER HEALTH AND WELFARE PLAN DESIGNED TO PROVIDE BENEFITS FOR ELIGIBLE PARTICIPANTS AND BENEFICIARIES AS SPECIFIED IN THE PLAN DOCUMENT. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 31905 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 49134 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 210123 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 318544 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 61285 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | MICHAEL STARK JR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | JUSTIN EVANS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | MATT THOMAS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | MARK LITTLE |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | UNION TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | UNION TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | EMPLOYER TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | EMPLOYER TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1969 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 327505 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 4 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 2368813 |
| IRS990/GrossReceiptsAmt | 0 | 11544367 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 4 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InsuranceGrp/TotalAmt | 0 | 18964 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 1110952 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 1110952 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 25622581 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 27380615 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | OK |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 2041308 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1133 |
| IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt | 0 | 1133 |
| IRS990/MissionDesc | 0 | MULTIEMPLOYER HEALTH AND WELFARE PLAN DESIGNED TO PROVIDE BENEFITS FOR ELIGIBLE PARTICIPANTS AND BENEFICIARIES AS SPECIFIED IN THE PLAN DOCUMENT. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 24777153 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 26802125 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 327505 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 327505 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 894635 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 15665 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 3071510 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 3388647 |
| IRS990/OtherRevenueTotalAmt | 0 | 1133 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | MICHAEL STARK JR |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | PARTICIPANT CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 7983146 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 80323 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 7983146 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 80323 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 7537897 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 1320388 |
| IRS990/PYOtherExpensesAmt | 0 | 544596 |
| IRS990/PYOtherRevenueAmt | 0 | 24647 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 7132547 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 395089 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 8082493 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 8477582 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 1130337 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 24777153 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 26802125 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 503472 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 932129 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | -285303 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 61285 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 8311437 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 61285 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 61285 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 894634 |
| IRS990ScheduleD/OtherExpensesIncludedAmt | 0 | -285303 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 2421919 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 898000 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 2 | 68728 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | ACCUMULATED ELIGIBILITY |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | INCURRED BUT UNREPORTED CLAIMS |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 2 | RECIPROCAL CONTRIBUTIONS PAYABLE |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 894634 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 61285 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 9441774 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC) AS A TAX-EXEMPT ORGANIZATION. THE PLAN HAS OBTAINED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE AND THE PLAN SPONSOR BELIEVES THAT THE PLAN, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | CHANGE IN BENEFIT OBLIGATIONS |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | PART XII, LINE 2D - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 8372722 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 3388647 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 9503059 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 10336408 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 8026134 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | FORM 990 IS PROVIDED TO THE TRUSTEES PRIOR TO FILING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE TRUSTEES MONITOR AND ENFORCE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AS REQUIRED BY ERISA, WITH THE ASSISTANCE OF THE FUND'S PROFESSIONALS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE ORGANIZATION'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT, AND THE SELECTION OF THE INDEPENDENT AUDITOR THAT PERFORMS THE AUDIT. NO CHANGE FROM THE PRIOR YEAR. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART XII, LINE 2C: |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 0 | 000000000 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 0 | CONTRIBUTING EMPLOYERS (MAINTAINED BY PLAN ADMINISTRATOR) |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt | 0 | N/A |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm | 0 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd | 0 | OK |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd | 0 | 73108 |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN | 0 | 000000000 |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt | 0 | CONTRIBUTING EMPLOYERS (MAINTAINED BY PLAN ADMINISTRATOR) |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt | 0 | N/A |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm | 0 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd | 0 | OK |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd | 0 | 73108 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 0 |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 27915919 |
| IRS990/TotalAssetsEOYAmt | 0 | 30220259 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 27915919 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 30220259 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 8372722 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 3138766 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 3418134 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 3138766 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 3418134 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 24777153 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 26802125 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 8063469 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 1438457 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 8064602 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 9503059 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 27915919 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 30220259 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 909 SOUTH MERIDIAN AVE |
| IRS990/USAddress/CityNm | 0 | OKLAHOMA |
| IRS990/USAddress/StateAbbreviationCd | 0 | OK |
| IRS990/USAddress/ZIPCd | 0 | 73108 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 4 |
| IRS990/VotingMembersIndependentCnt | 0 | 4 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 1 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | MICHAEL STARK JR |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4056822323 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2026-04-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | OKLAHOMA OPERATING ENGINEERS |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | WELFARE PLAN |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | OKLA |
| ReturnHeader/Filer/EIN | 0 | 730790052 |
| ReturnHeader/Filer/PhoneNum | 0 | 4056822323 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 909 SOUTH MERIDIAN AVENUE 580 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | OKLAHOMA CITY |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OK |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 73108 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 0 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 921092242 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | ROYLE VAZQUEZ LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | PO BOX 1143 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BROOMFIELD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 80038 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7203296845 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2026-04-21 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | NOLAN ROYLE CPA |
| ReturnHeader/ReturnTs | 0 | 2026-04-21T14:26:08-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-09-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-08-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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Displayed year
2025 • Form 990Detailed filing. Detailed filing data is available for this year.