Pipe Trades Trust of the Northern Rocky

990 • Fiscal year 2019 • EIN 81-6009567

Aug 01, 2018 to Jul 31, 2019 • Filed on Jun 09, 2020

Organization Profile WWW.PIPETRADESTRUST.COM

PO Box 1889Great Falls, MT 59403-1889

(406) 727-2353

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.07x

Higher debt load relative to assets than 61% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

0.07x

Higher debt load relative to revenue than 62% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

21%

Higher net margin than 78% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

$14,994

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

29%

Faster asset growth than 88% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

7.9%

Faster revenue growth than 62% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet

Liabilities / Assets61st percentile

Assets

$19,476,584

Up $4,374,135 (+29%) from 2018

Net Assets

$18,074,722

Up $4,509,276 (+33%) from 2018

Liabilities

Down

$1,401,862

Down $135,141 (-8.8%) from 2018

Revenue And Expenses

Liabilities / Revenue62nd percentile Net Margin78th percentile

Revenue

$19,692,777

Up $1,449,543 (+7.9%) from 2018

Expenses

$15,515,954

Up $1,962,381 (+14%) from 2018

Net Income

Down

$4,176,823

Down $512,838 (-11%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2019

Assets$19,476,584

Liabilities$1,401,862

Net Assets$18,074,722

Open 2019 Filing

Operations Trend

Revenue Growth62nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2019

Revenue$19,692,777

Expenses$15,515,954

Net Income$4,176,823

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Aug 1, 2018 to Jul 31, 2019
Signed: Jun 9, 2020
Return Version: 2018v3.1
Gross Receipts: $19,800,920

Mission and Program Overview

Mission

Provide medical, dental, vision, death and disability benefits to collectively bargained employees.

Provide health and welfare benefits to union members (erisa trust)

Balance Sheet Detail

Line	Beginning	End	Change
Assets
Savings and Temporary Cash Investments	$7,841,840	$10,936,842	▲ $3,095,002
Rtn Earn Endowment Incm Other Fnds	$4,557,401	$9,070,355	▲ $4,512,954
Cap Stk Tr Prin Current Funds	$9,008,045	$9,004,367	▼ $3,678
Investments in Publicly Traded Securities	$5,233,520	$6,659,761	▲ $1,426,241
Accounts Receivable	$1,965,078	$1,823,995	▼ $141,083
Cash and Non-Interest-Bearing Accounts	$14,868	$55,986	▲ $41,118
Prepaid Expenses and Deferred Charges	$47,143	$0	▼ $47,143
Pd in Cap Srpls Land Bldg Eqp Fund	$0	$0	→ $0
Total Assets	$15,102,449	$19,476,584	▲ $4,374,135
Liabilities
Other Liabilities	$1,156,048	$1,088,707	▼ $67,341
Accounts Payable and Accrued Expenses	$380,955	$313,155	▼ $67,800
Total Liabilities	$1,537,003	$1,401,862	▼ $135,141
Net Assets / Fund Balance
Total Net Assets Fund Balance	$13,565,446	$18,074,722	▲ $4,509,276
Total Liabilities and Net Assets / Fund Balance	$15,102,449	$19,476,584	▲ $4,374,135

Compensation and Service Providers

Top Officer Pay59th percentile

Employees

Name	Title	Other	Total
Lindsey Nichols	Plan Admin (since 09/2018)	$14,994	$14,994
Bruce Lahti	Plan Admin (until 09/2018)	$10,156	$10,156

Board Members and Trustees

Name	Title
John Bukovatz	Trustee, Chairman (since 09/2018)
Tim Schrapps	Trustee, Chairman (until 09/2018)
Mark Jones	Trustee, Vice Chairman (since 09/2018)
Con Sullivan	Trustee, Vice Chairman (until 09/2018)
Bradley Blotsky	Trustee
Brandon Shaw	Trustee
Don Halverson	Trustee
Durant Thoen	Trustee
Randy Nelson	Trustee
Scott Dickinson	Trustee
Stan Stevens	Trustee
Steven Carey	Trustee
Jeff Daveau	Trustee (until 09/2018)
Henry Cellmer	Trustee, Secretary (since 09/2018)
Chris Schaff	Trustee, Secretary (until 09/2018)
Shane Berumen	Trustee, Treasurer (since 09/2018)
Kristin Lane	Trustee, Treasurer (until 09/2018)

Highest Paid Contractors

Contractor	Services	Location	Compensation
Blue Cross Blue Shield Of Montana	Claims Admin	560 N PARK AVENUE, Helena, MT 59604	$618,755
Junkermier Clark Campanella Stevens Cp	Trust Office, Hour Bank Administration,	501 PARK DRIVE SOUTH, Great Falls, MT 59405	$180,073

Revenue and Support

Revenue Composition

Contributions and Grants: $0
Program Service Revenue: $18,947,747
Investment Income: $364,061
Other Revenue: $380,969
Change in Net Assets: $4,176,823

Audited Revenue Reconciliation

Revenue per Audited Statements: $19,690,947
Revenue Not Reported on Financial Statements: $1,830
Revenue Not Reported on Form 990: $332,453
Total Revenue per Audited Statements: $20,023,400
Total Revenue per Form 990: $19,692,777

Expenses and Functional Allocation

Major Expense Lines

Line Item	Amount
Other Expenses	$1,163,776
Salaries, Compensation, and Employee Benefits	$9,996
Grants and Similar Amounts Paid	$0
Professional Fundraising Fees	$0
Total Fundraising Expense	$0

Functional Expense Allocation

Line Item	Program	Management	Fundraising	Total
Benefits to Members	-	-	-	$14,342,182
Fees for Services Other	-	-	-	$87,907
Fees for Services Accounting	-	-	-	$74,580
Conferences and Meetings	-	-	-	$24,162
Office Expenses	-	-	-	$10,379
Current Officers, Directors, Trustees, and Key Employees	-	-	-	$9,996
Other Expenses	-	-	-	$8,845
All Other Expenses	-	-	-	$8,261
Insurance	-	-	-	$8,250
Fees for Services Legal	-	-	-	$7,360
Fees for Service Investment Mgmnt Fees	-	-	-	$1,830
Occupancy	-	-	-	$828
Information Technology	-	-	-	$320
Total Functional Expenses	$0	$0	$0	$15,515,954

Audited Expense Reconciliation

Line Item	Amount
Total Expenses per Audited Statements	$15,581,465
Total Expenses per Form 990	$15,515,954
Expenses per Audited Statements	$15,514,124
Expenses Not Reported on Form 990	$67,341
Expenses Not Reported on Financial Statements	$1,830

Fundraising, Events, and Gaming

Fundraising activities: No
Gaming activities: No
Professional fundraiser used: No

Fundraising and Gaming Totals

Line Item	Amount
Professional Fundraising Fees	$0

Political and Lobbying Activity

Political campaign activity: No
Subject to proxy tax: No

Related Organizations and Partnerships

Related Tax-Exempt Organizations

Organization	Location	Activity	Code	Public Charity	Controlled
Ua Local 11-b	Duluth, MN	Labor Union	501(c)(5)	-	No
Ua Local 30	Billings, MT	Labor Union	501(c)(5)	-	No
Ua Local 300	Fargo, ND	Labor Union	501(c)(5)	-	No
Ua Local 41	Butte, MT	Labor Union	501(c)(5)	-	No
Ua Local 459	Missoula, MT	Labor Union	501(c)(5)	-	No

Transactions with Related Organizations

Organization	Type	Method	Amount
Urs Energy & Construction Inc	S	Cash Received	$2,546,103
Bmwc Constructors	S	Cash Received	$768,402
Tri-county Mech & Elec	S	Cash Received	$593,011
4g Plbg & Htg	S	Cash Received	$587,853
Johnson Controls	S	Cash Received	$573,087
Apollo Sheet Metal	S	Cash Received	$563,341
Jacobs Industrial Service	S	Cash Received	$548,359
Weldtech Services	S	Cash Received	$540,508
Air Controls	S	Cash Received	$525,084
Star Service	S	Cash Received	$497,674
Wrigley Mechanical Inc	S	Cash Received	$445,102
Fico	S	Cash Received	$431,614
Industrial Contractors	S	Cash Received	$418,074
Robert Gibb & Sons	S	Cash Received	$376,321
Mowbray & Son	S	Cash Received	$367,621
Jamar Company	S	Cash Received	$360,117
Diamond Plbg & Htg Inc	S	Cash Received	$355,286
Peterson Mechanical Inc	S	Cash Received	$331,902
Corval Constructors	S	Cash Received	$325,638
Stevens Brothers Mechanical	S	Cash Received	$272,784
City Air Mechanical	S	Cash Received	$272,740
August Winter & Sons	S	Cash Received	$268,193
Naes Power Contractors	S	Cash Received	$263,832
Protech Mechanical	S	Cash Received	$263,635
Energy West	S	Cash Received	$251,638
Core Controls Inc	S	Cash Received	$209,078
G&t Plumbing	S	Cash Received	$207,996
Tessiers Inc	S	Cash Received	$159,275
Sentinel Mechanical Inc	S	Cash Received	$151,224
Encode Corp	S	Cash Received	$149,278
Metropolitan Mechanical	S	Cash Received	$146,864
Lockmer Plumbing	S	Cash Received	$142,198
Q3 Contracting	S	Cash Received	$135,007
Map Mechanical Contractors	S	Cash Received	$134,821
Cop Construction	S	Cash Received	$126,895
Ua Local 300	S	Cash Received	$120,944
Inglett & Stubbs	S	Cash Received	$112,235
Tri-valley Drilling	S	Cash Received	$96,678
Cooling & Heating Unltd	S	Cash Received	$89,163
Valley Electrical	S	Cash Received	$87,722
Hertz Plbg & Htg Inc	S	Cash Received	$85,205
Dale Plbg & Htg Inc	S	Cash Received	$80,925
Galle Plumbing	S	Cash Received	$80,031
Power Maintenance Res	S	Cash Received	$79,619
Honeywell	S	Cash Received	$74,802
Alpine Plumbing Heating & Cooling	S	Cash Received	$72,764
Saltenberger Plumbing	S	Cash Received	$62,986
Bassett Mechanical	S	Cash Received	$61,276
Hussmanntaylor Industries	S	Cash Received	$59,259
Precision Mechanical	S	Cash Received	$54,684
Dirk Plumbing & Heating	S	Cash Received	$54,625
Dct Incorporated	S	Cash Received	$49,410
Combustion Service	S	Cash Received	$48,470
Simoneau Sterling	S	Cash Received	$44,350
Daikin Applied	S	Cash Received	$39,139
Burnn Bolier & Mechanical	S	Cash Received	$38,926
Sawer Plumbing & Heating	S	Cash Received	$38,731
Norminn Industrial LLC	S	Cash Received	$36,166
Air Mechanical	S	Cash Received	$35,692
Mickelson Plbg & Htg LLC	S	Cash Received	$35,019
Allied Plumbing LLC	S	Cash Received	$31,605
Leading Edge Mechanical	S	Cash Received	$31,550
Babcock & Wilcox Construction	S	Cash Received	$31,260
Local 41	S	Cash Received	$31,238
Ua Local Union 30	S	Cash Received	$30,918
SHANNON'S INC	S	Cash Received	$29,988
Walts Plbg & Htng	S	Cash Received	$29,214
Steve Howard Plumbing LLC	S	Cash Received	$28,750
Hauser Plumbing & Heating	S	Cash Received	$27,489
Norpac Sheet Metal	S	Cash Received	$25,960
Sundance Plumbing & Htng	S	Cash Received	$25,763
Conditioned Air Systems	S	Cash Received	$25,250
Billings Pipe	S	Cash Received	$24,663
Svl Service Corporation	S	Cash Received	$20,020
P1 Group Inc	S	Cash Received	$18,585
Bisi	S	Cash Received	$18,246
Minnesota Pipe Trades Association	S	Cash Received	$17,199
Rm Mechanical	S	Cash Received	$16,497
Ed Boland Const Inc	S	Cash Received	$16,464
U A LOCAL UNION #459	S	Cash Received	$16,244
Plumbing Innovations	S	Cash Received	$15,560
Rm Cotton Company	S	Cash Received	$15,288
Ryan Plbg & Htg	S	Cash Received	$14,994
Silverbow Jatc	S	Cash Received	$14,994
Southwest Plbg	S	Cash Received	$14,994
United Association of Journeyman & Mt-wy Pipe Trades Assoc	S	Cash Received	$14,994
Timberline Plumbing	S	Cash Received	$14,112
Hauser Controls LLC	S	Cash Received	$13,745
Y Bar Mechanical	S	Cash Received	$13,340
Western Mt Plumbing	S	Cash Received	$13,230
Bugni Plumbing & Heating	S	Cash Received	$12,495
Phils Plumbing & Heating	S	Cash Received	$12,495
Infrasource	S	Cash Received	$12,285
Kb Plumbing	S	Cash Received	$11,613
High Prarie Plumbing & Heating	S	Cash Received	$11,216
Dnl Serivces	S	Cash Received	$11,025
Peterson Sheet Metal	S	Cash Received	$10,843
Cote Mechanical	S	Cash Received	$8,857
Clark Plumbing	S	Cash Received	$8,747
Nac Mechanical & Electrical Services	S	Cash Received	$7,607
Hanging H Companies LLC	S	Cash Received	$6,891
Mckinstry Co LLC	S	Cash Received	$6,817
Brecke Mechanical Contractors	S	Cash Received	$6,078
Harris Companies	S	Cash Received	$5,189
Climate Makers	S	Cash Received	$4,421
Dkb Inc	S	Cash Received	$4,253
Wolf Creek Welding	S	Cash Received	$2,969
Construction & Turnaround Services	S	Cash Received	$2,911
El Boiler Works	S	Cash Received	$2,589
Overland Mech Svcs	S	Cash Received	$1,341
Aecom	S	Cash Received	$1,139
Rice Lake	S	Cash Received	$1,044
Mmc	S	Cash Received	$728
C R Meyer & Sons	S	Cash Received	$548
Power Source Services Inc	S	Cash Received	$265
Brothers Pipeline Corp	S	Cash Received	$198

Debt and Bond Financing

Other Reported Liabilities

Liability	Amount
Claims Incurred But Not Reported	$1,088,707

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 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: Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The trust engages professional hour bank administration and accounting services. The trust engages professional claims payment and disease management services. The trust engages professional consulting services related to medical benefits and actuarial services.”

Form 990, Part VI, Section A, Line 7A

“Trustees are appointed by union locals and by employer organizations signatory to the various union contracts. Voting representation is equal between labor and employers.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed annually by the board of trustees.”

Form 990, Part VI, Section B, Line 12C

“The trustees are advised of this policy annually and transactions with the trust are reviewed for conflicts of interest by independent auditors.”

Form 990, Part VI, Section C, Line 19

“All governing documents, policies and financial statements are available to the public upon request at the offices of the trust. The trust does maintain a website.”

Filing and Contact Details

Filer

Filer Name: Pipe Trades Trust
EIN: 81-6009567
Phone: 4067272353
Address: PO BOX 1889, GREAT FALLS, MT 59403-1889

Signing Officer

Name: Henry Cellmer
Title: Chairman
Phone: 4064902289
Signed: 2020-06-09
Discuss with paid preparer: Yes

Organization Details

Principal Officer: Henry Cellmer
Formed: 1966
Legal Domicile: Mt
Voting Board Members: 15
Independent Board Members: 15
Employees: 0
Volunteers: 17

Preparer

Firm: Junkermierclarkcampanellastevenspc
Address: P O BOX 989, GREAT FALLS, MT 59403
Preparer: Amanda Boutilier CPA
Phone: 4067612820

Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Return of capital classified as dividends 7,998.”

Financial Statement Notes

PART X, LINE 2:

“Text of footnote 8: tax status referencing uncertain tax positions: trust management evaluates uncertain income tax positions taken by the trust. The financial statement effects of a tax position are recognized when the position is more likely than not, based on the technical merits to be sustained upon examination by the irs. The trust administrator has analyzed the tax position taken by the trust, and has concluded that as of july 31, 2019, there were no uncertain positions taken or expected to be taken. The trust is subject to routine audits by taxing jurisdictions and there are currently no audits in process.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“RETURN OF CAPITAL 7,998.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Adjustment of claims incurred but not reported 67,341.”

Raw XML AppendixShowing 400 of 1,347 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.

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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd	8	X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd	9	X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd	10	X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd	11	X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd	12	X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd	13	X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd	14	X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd	15	X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd	16	X
IRS990/Form990PartVIISectionAGrp/OfficerInd	0	X
IRS990/Form990PartVIISectionAGrp/OfficerInd	1	X
IRS990/Form990PartVIISectionAGrp/OfficerInd	2	X
IRS990/Form990PartVIISectionAGrp/OfficerInd	3	X
IRS990/Form990PartVIISectionAGrp/OfficerInd	4	X
IRS990/Form990PartVIISectionAGrp/OfficerInd	5	X
IRS990/Form990PartVIISectionAGrp/OfficerInd	6	X
IRS990/Form990PartVIISectionAGrp/OfficerInd	7	X
IRS990/Form990PartVIISectionAGrp/OfficerInd	8	X
IRS990/Form990PartVIISectionAGrp/OfficerInd	9	X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt	0	0
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt	1	0
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt	2	0
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt	3	0
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt	4	0
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt	5	0
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt	6	0
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt	7	0
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt	8	0
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt	9	0
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt	10	0
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt	13	0
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt	14	0
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt	15	0
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt	16	0
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt	17	10156
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt	18	14994
IRS990/Form990PartVIISectionAGrp/PersonNm	0	JEFF DAVEAU
IRS990/Form990PartVIISectionAGrp/PersonNm	1	JOHN BUKOVATZ
IRS990/Form990PartVIISectionAGrp/PersonNm	2	DURANT THOEN
IRS990/Form990PartVIISectionAGrp/PersonNm	3	KRISTIN LANE
IRS990/Form990PartVIISectionAGrp/PersonNm	4	HENRY CELLMER
IRS990/Form990PartVIISectionAGrp/PersonNm	5	MARK JONES
IRS990/Form990PartVIISectionAGrp/PersonNm	6	SCOTT DICKINSON
IRS990/Form990PartVIISectionAGrp/PersonNm	7	CHRIS SCHAFF
IRS990/Form990PartVIISectionAGrp/PersonNm	8	SHANE BERUMEN
IRS990/Form990PartVIISectionAGrp/PersonNm	9	BRANDON SHAW
IRS990/Form990PartVIISectionAGrp/PersonNm	10	STAN STEVENS
IRS990/Form990PartVIISectionAGrp/PersonNm	11	TIM SCHRAPPS
IRS990/Form990PartVIISectionAGrp/PersonNm	12	CON SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm	13	RANDY NELSON
IRS990/Form990PartVIISectionAGrp/PersonNm	14	BRADLEY BLOTSKY
IRS990/Form990PartVIISectionAGrp/PersonNm	15	STEVEN CAREY
IRS990/Form990PartVIISectionAGrp/PersonNm	16	DON HALVERSON
IRS990/Form990PartVIISectionAGrp/PersonNm	17	BRUCE LAHTI
IRS990/Form990PartVIISectionAGrp/PersonNm	18	LINDSEY NICHOLS
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt	1	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt	2	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt	3	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt	4	0
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt	6	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt	7	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt	8	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt	9	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt	10	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt	11	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt	12	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt	13	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt	14	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt	15	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt	16	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt	17	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt	18	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt	0	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt	1	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt	2	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt	3	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt	4	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt	5	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt	6	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt	7	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt	8	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt	9	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt	10	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt	11	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt	12	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt	13	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt	14	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt	15	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt	16	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt	17	0
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt	18	0
IRS990/Form990PartVIISectionAGrp/TitleTxt	0	TRUSTEE (UNTIL 09/2018)
IRS990/Form990PartVIISectionAGrp/TitleTxt	1	TRUSTEE, CHAIRMAN (SINCE 09/2018)
IRS990/Form990PartVIISectionAGrp/TitleTxt	2	TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt	3	TRUSTEE, TREASURER (UNTIL 09/2018)
IRS990/Form990PartVIISectionAGrp/TitleTxt	4	TRUSTEE, SECRETARY (SINCE 09/2018)
IRS990/Form990PartVIISectionAGrp/TitleTxt	5	TRUSTEE, VICE CHAIRMAN (SINCE 09/2018)
IRS990/Form990PartVIISectionAGrp/TitleTxt	6	TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt	7	TRUSTEE, SECRETARY (UNTIL 09/2018)
IRS990/Form990PartVIISectionAGrp/TitleTxt	8	TRUSTEE, TREASURER (SINCE 09/2018)
IRS990/Form990PartVIISectionAGrp/TitleTxt	9	TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt	10	TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt	11	TRUSTEE, CHAIRMAN (UNTIL 09/2018)
IRS990/Form990PartVIISectionAGrp/TitleTxt	12	TRUSTEE, VICE CHAIRMAN (UNTIL 09/2018)
IRS990/Form990PartVIISectionAGrp/TitleTxt	13	TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt	14	TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt	15	TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt	16	TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt	17	PLAN ADMIN (UNTIL 09/2018)
IRS990/Form990PartVIISectionAGrp/TitleTxt	18	PLAN ADMIN (SINCE 09/2018)
IRS990/Form990ProvidedToGvrnBodyInd	0	0
IRS990/Form990TFiledInd	0	1
IRS990/FormationYr	0	1966
IRS990/FormerOfcrEmployeesListedInd	0	0
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd	0	X
IRS990/FSAuditedInd	0	1
IRS990/FundraisingActivitiesInd	0	0
IRS990/GainOrLossGrp/SecuritiesAmt	0	-5596
IRS990/GamingActivitiesInd	0	0
IRS990/GoverningBodyVotingMembersCnt	0	15
IRS990/GrantsToIndividualsInd	0	0
IRS990/GrantsToOrganizationsInd	0	0
IRS990/GrantToRelatedPersonInd	0	0
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt	0	102547
IRS990/GrossReceiptsAmt	0	19800920
IRS990/GroupReturnForAffiliatesInd	0	0
IRS990/IncludeFIN48FootnoteInd	0	1
IRS990/IndependentAuditFinclStmtInd	0	1
IRS990/IndependentVotingMemberCnt	0	15
IRS990/IndivRcvdGreaterThan100KCnt	0	0
IRS990/IndoorTanningServicesInd	0	0
IRS990/InfoInScheduleOPartVIInd	0	X
IRS990/InfoInScheduleOPartXIInd	0	X
IRS990/InformationTechnologyGrp/TotalAmt	0	320
IRS990/InsuranceGrp/TotalAmt	0	8250
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt	0	369657
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt	0	369657
IRS990/InvestmentInJointVentureInd	0	0
IRS990/InvestmentsPubTradedSecGrp/BOYAmt	0	5233520
IRS990/InvestmentsPubTradedSecGrp/EOYAmt	0	6659761
IRS990/IRPDocumentCnt	0	3
IRS990/IRPDocumentW2GCnt	0	0
IRS990/LegalDomicileStateCd	0	MT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt	0	108143
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/MissionDesc	0	PROVIDE MEDICAL, DENTAL, VISION, DEATH AND DISABILITY BENEFITS TO COLLECTIVELY BARGAINED EMPLOYEES.
IRS990/MoreThan5000KToIndividualsInd	0	0
IRS990/MoreThan5000KToOrgInd	0	0
IRS990/NetAssetsOrFundBalancesBOYAmt	0	13565446
IRS990/NetAssetsOrFundBalancesEOYAmt	0	18074722
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt	0	-5596
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt	0	-5596
IRS990/NetUnrelatedBusTxblIncmAmt	0	0
IRS990/NetUnrlzdGainsLossesInvstAmt	0	324455
IRS990/NondeductibleContributionsInd	0	0
IRS990/OccupancyGrp/TotalAmt	0	828
IRS990/OfficeExpensesGrp/TotalAmt	0	10379
IRS990/OfficerMailingAddressInd	0	0
IRS990/OperateHospitalInd	0	0
IRS990/Organization501cInd	0	X
IRS990/OrgDoesNotFollowSFAS117Ind	0	X
IRS990/OtherChangesInNetAssetsAmt	0	7998
IRS990/OtherExpensesGrp/Desc	0	CLAIMS ADMINISTRATION
IRS990/OtherExpensesGrp/Desc	1	HOUR BANK ADMINISTRATIO
IRS990/OtherExpensesGrp/Desc	2	COST MANAGEMENT
IRS990/OtherExpensesGrp/Desc	3	WELLNESS SCREENINGS
IRS990/OtherExpensesGrp/TotalAmt	0	726719
IRS990/OtherExpensesGrp/TotalAmt	1	110500
IRS990/OtherExpensesGrp/TotalAmt	2	93835
IRS990/OtherExpensesGrp/TotalAmt	3	8845
IRS990/OtherLiabilitiesGrp/BOYAmt	0	1156048
IRS990/OtherLiabilitiesGrp/EOYAmt	0	1088707
IRS990/OtherRevenueMiscGrp/BusinessCd	0	525100
IRS990/OtherRevenueMiscGrp/Desc	0	REFUNDS AND REBATES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt	0	380969
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt	0	380969
IRS990/OtherRevenueTotalAmt	0	380969
IRS990/PartialLiquidationInd	0	0
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt	0	0
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt	0	0
IRS990/PoliticalCampaignActyInd	0	0
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt	0	47143
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt	0	0
IRS990/PrincipalOfficerNm	0	HENRY CELLMER
IRS990/ProfessionalFundraisingInd	0	0
IRS990/ProgramServiceRevenueGrp/BusinessCd	0	525100
IRS990/ProgramServiceRevenueGrp/BusinessCd	1	525100
IRS990/ProgramServiceRevenueGrp/BusinessCd	2	525100
IRS990/ProgramServiceRevenueGrp/BusinessCd	3	525100
IRS990/ProgramServiceRevenueGrp/Desc	0	EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc	1	EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc	2	MEDICARE ADVANTAGE PREMIUMS COLLE
IRS990/ProgramServiceRevenueGrp/Desc	3	RECIPROCITY AGREEMENTS, NET
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt	0	19243165
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt	1	1213056
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt	2	515378
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt	3	-2023852
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt	0	19243165
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt	1	1213056
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt	2	515378
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt	3	-2023852
IRS990/ProgSrvcAccomActy2Grp/Desc	0	INSURANCE PREMIUMS FOR TRANSPLANT COVERAGE AND SPECIFIC STOP-LOSS COVERAGE
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt	0	985642
IRS990/ProhibitedTaxShelterTransInd	0	0
IRS990/PYBenefitsPaidToMembersAmt	0	12445308
IRS990/PYContributionsGrantsAmt	0	0
IRS990/PYGrantsAndSimilarPaidAmt	0	0
IRS990/PYInvestmentIncomeAmt	0	204790
IRS990/PYOtherExpensesAmt	0	1094360
IRS990/PYOtherRevenueAmt	0	348574
IRS990/PYProgramServiceRevenueAmt	0	17689870
IRS990/PYRevenuesLessExpensesAmt	0	4689661
IRS990/PYSalariesCompEmpBnftPaidAmt	0	13905
IRS990/PYTotalExpensesAmt	0	13553573
IRS990/PYTotalProfFndrsngExpnsAmt	0	0
IRS990/PYTotalRevenueAmt	0	18243234
IRS990/ReconcilationRevenueExpnssAmt	0	4176823
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/RevenueAmt	0	19692777
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt	0	4557401
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt	0	9070355
IRS990/SavingsAndTempCashInvstGrp/BOYAmt	0	7841840
IRS990/SavingsAndTempCashInvstGrp/EOYAmt	0	10936842
IRS990/ScheduleBRequiredInd	0	0
IRS990ScheduleD/ExpensesNotReportedAmt	0	67341
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt	0	1830
IRS990ScheduleD/ExpensesSubtotalAmt	0	15514124
IRS990ScheduleD/FootnoteTextInd	0	X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt	0	1830
IRS990ScheduleD/InvestmentExpensesNotIncldAmt	0	1830
IRS990ScheduleD/NetUnrealizedGainsInvstAmt	0	324455
IRS990ScheduleD/OtherExpensesIncludedAmt	0	67341
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt	0	1088707
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc	0	CLAIMS INCURRED BUT NOT REPORTED
IRS990ScheduleD/OtherRevenueAmt	0	7998
IRS990ScheduleD/RevenueNotReportedAmt	0	332453
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt	0	1830
IRS990ScheduleD/RevenueSubtotalAmt	0	19690947
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt	0	TEXT OF FOOTNOTE 8: TAX STATUS REFERENCING UNCERTAIN TAX POSITIONS: TRUST MANAGEMENT EVALUATES UNCERTAIN INCOME TAX POSITIONS TAKEN BY THE TRUST. THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION ARE RECOGNIZED WHEN THE POSITION IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS TO BE SUSTAINED UPON EXAMINATION BY THE IRS. THE TRUST ADMINISTRATOR HAS ANALYZED THE TAX POSITION TAKEN BY THE TRUST, AND HAS CONCLUDED THAT AS OF JULY 31, 2019, THERE WERE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS AND THERE ARE CURRENTLY NO AUDITS IN PROCESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt	1	RETURN OF CAPITAL 7,998.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt	2	ADJUSTMENT OF CLAIMS INCURRED BUT NOT REPORTED 67,341.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc	0	PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc	1	PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc	2	PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt	0	0
IRS990ScheduleD/TotalExpensesPerForm990Amt	0	15515954
IRS990ScheduleD/TotalLiabilityAmt	0	1088707
IRS990ScheduleD/TotalRevenuePerForm990Amt	0	19692777
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt	0	20023400
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt	0	15581465
IRS990/ScheduleJRequiredInd	0	0
IRS990/ScheduleORequiredInd	0	1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	THE TRUST ENGAGES PROFESSIONAL HOUR BANK ADMINISTRATION AND ACCOUNTING SERVICES. THE TRUST ENGAGES PROFESSIONAL CLAIMS PAYMENT AND DISEASE MANAGEMENT SERVICES. THE TRUST ENGAGES PROFESSIONAL CONSULTING SERVICES RELATED TO MEDICAL BENEFITS AND ACTUARIAL SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	TRUSTEES ARE APPOINTED BY UNION LOCALS AND BY EMPLOYER ORGANIZATIONS SIGNATORY TO THE VARIOUS UNION CONTRACTS. VOTING REPRESENTATION IS EQUAL BETWEEN LABOR AND EMPLOYERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	THE FORM 990 IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	THE TRUSTEES ARE ADVISED OF THIS POLICY ANNUALLY AND TRANSACTIONS WITH THE TRUST ARE REVIEWED FOR CONFLICTS OF INTEREST BY INDEPENDENT AUDITORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE OFFICES OF THE TRUST. THE TRUST DOES MAINTAIN A WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	RETURN OF CAPITAL CLASSIFIED AS DIVIDENDS 7,998.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	5	FORM 990, PART XI, LINE 9:
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing

Assets: $19,476,584
Liabilities: $1,401,862
Net assets: $18,074,722
Revenue: $19,692,777
Expenses: $15,515,954
Net income: $4,176,823

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$28.3	$2.15	$26.2	$19.4	$17.4	$1.99
2023Detailed filing. Detailed filing data is available for this year.	$25.0	$1.55	$23.5	$18.2	$16.8	$1.38
2022Detailed filing. Detailed filing data is available for this year.	$23.8	$1.25	$22.6	$17.2	$15.7	$1.52
2021Detailed filing. Detailed filing data is available for this year.	$23.5	$1.74	$21.7	$18.1	$16.6	$1.50
2020Detailed filing. Detailed filing data is available for this year.	$21.3	$1.44	$19.9	$17.6	$15.9	$1.68
2019Detailed filing. Detailed filing data is available for this year.	$19.5	$1.40	$18.1	$19.7	$15.5	$4.18
2018Detailed filing. Detailed filing data is available for this year.	$15.1	$1.54	$13.6	$18.2	$13.6	$4.69
2017Detailed filing. Detailed filing data is available for this year.	$11.0	$2.11	$8.85	$17.6	$14.6	$2.97
2016Detailed filing. Detailed filing data is available for this year.	$8.48	$2.61	$5.87	$14.9	$17.7	$2.86
2015Detailed filing. Detailed filing data is available for this year.	$10.3	$1.87	$8.43	$15.6	$14.4	$1.24
2014Detailed filing. Detailed filing data is available for this year.	$9.71	$2.41	$7.30	$12.4	$13.3	$0.89
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$10.5	$2.02	$8.45		$11.8
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$10.2	$1.65	$8.54		$11.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$10.4	$1.46	$8.93		$10.6