Civic Intelligence

Labor & Oper Engineers Util H&W

EIN 86-0576428 • 501(c)9 • Phoenix, AZ

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Profile

Major medical, vision, dental, and group life insurance benefits for participants and their dependents.

PO Box 43110Phoenix, AZ 85080

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

92nd percentile

56%

Higher net margin than 92% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

7th percentile

-100%

Faster asset growth than 7% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

21st percentile

-6.5%

Faster revenue growth than 21% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $7,817,668 (-100%) from 2023

Liabilities

Down

$0

Down $2,425,985 (-100%) from 2023

Net Assets

Down

$0

Down $5,391,683 (-100%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin92nd percentile

Revenue

Down

$5,412,271

Down $375,194 (-6.5%) from 2023

Expenses

Down

$2,355,610

Down $2,059,376 (-47%) from 2023

Net Income

Up

$3,056,661

Up $1,684,182 (+123%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth7th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,075,547Liabilities 2010: $1,549,967Net Assets 2010: $1,525,5802010Assets 2011: $3,898,591Liabilities 2011: $1,745,432Net Assets 2011: $2,153,1592011Assets 2012: $5,520,402Liabilities 2012: $1,975,486Net Assets 2012: $3,544,9162012Assets 2013: $5,589,561Liabilities 2013: $2,749,252Net Assets 2013: $2,840,3092013Assets 2014: $5,313,699Liabilities 2014: $2,653,645Net Assets 2014: $2,660,0542014Assets 2015: $6,406,531Liabilities 2015: $2,351,422Net Assets 2015: $4,055,1092015Assets 2016: $6,221,360Liabilities 2016: $3,913,594Net Assets 2016: $2,307,7662016Assets 2017: $5,730,420Liabilities 2017: $4,163,897Net Assets 2017: $1,566,5232017Assets 2018: $6,446,996Liabilities 2018: $3,643,992Net Assets 2018: $2,803,0042018Assets 2019: $7,217,227Liabilities 2019: $4,137,733Net Assets 2019: $3,079,4942019Assets 2020: $6,876,974Liabilities 2020: $2,997,659Net Assets 2020: $3,879,3152020Assets 2021: $6,226,312Liabilities 2021: $2,938,307Net Assets 2021: $3,288,0052021Assets 2022: $6,816,068Liabilities 2022: $2,879,569Net Assets 2022: $3,936,4992022Assets 2023: $7,817,668Liabilities 2023: $2,425,985Net Assets 2023: $5,391,6832023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth21st percentile

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

$10M$5.0M$0-$5.0MRevenue 2010: $3,905,699Expenses 2010: $3,227,675Net Income 2010: $678,0242010Revenue 2011: $5,094,919Expenses 2011: $4,466,645Net Income 2011: $628,2742011Revenue 2012: $5,932,197Expenses 2012: $4,536,201Net Income 2012: $1,395,9962012Revenue 2013: $5,974,490Expenses 2013: $6,667,179Net Income 2013: -$692,6892013Revenue 2014: $5,777,348Expenses 2014: $5,945,612Net Income 2014: -$168,2642014Revenue 2015: $6,460,090Expenses 2015: $5,037,744Net Income 2015: $1,422,3462015Revenue 2016: $7,369,975Expenses 2016: $9,138,999Net Income 2016: -$1,769,0242016Revenue 2017: $7,570,042Expenses 2017: $8,305,592Net Income 2017: -$735,5502017Revenue 2018: $8,857,366Expenses 2018: $7,756,477Net Income 2018: $1,100,8892018Revenue 2019: $8,359,739Expenses 2019: $8,129,369Net Income 2019: $230,3702019Revenue 2020: $6,506,610Expenses 2020: $5,728,195Net Income 2020: $778,4152020Revenue 2021: $5,275,211Expenses 2021: $5,836,022Net Income 2021: -$560,8112021Revenue 2022: $6,282,253Expenses 2022: $5,543,734Net Income 2022: $738,5192022Revenue 2023: $5,787,465Expenses 2023: $4,414,986Net Income 2023: $1,372,4792023Revenue 2024: $5,412,271Expenses 2024: $2,355,610Net Income 2024: $3,056,6612024

Highlighted filing

2024

Revenue$5,412,271
Expenses$2,355,610
Net Income$3,056,661
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$5,412,271
Expenses
$2,355,610
Net income
$3,056,661
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$5.41$2.36$3.06
2023Detailed filing. Detailed filing data is available for this year.$7.82$2.43$5.39$5.79$4.41$1.37
2022Detailed filing. Detailed filing data is available for this year.$6.82$2.88$3.94$6.28$5.54$0.74
2021Detailed filing. Detailed filing data is available for this year.$6.23$2.94$3.29$5.28$5.84$0.56
2020Detailed filing. Detailed filing data is available for this year.$6.88$3.00$3.88$6.51$5.73$0.78
2019Detailed filing. Detailed filing data is available for this year.$7.22$4.14$3.08$8.36$8.13$0.23
2018Summary only. Only limited summary data is available for this year.$6.45$3.64$2.80$8.86$7.76$1.10
2017Summary only. Only limited summary data is available for this year.$5.73$4.16$1.57$7.57$8.31$0.74
2016Summary only. Only limited summary data is available for this year.$6.22$3.91$2.31$7.37$9.14$1.77
2015Summary only. Only limited summary data is available for this year.$6.41$2.35$4.06$6.46$5.04$1.42
2014Summary only. Only limited summary data is available for this year.$5.31$2.65$2.66$5.78$5.95$0.17
2013Summary only. Only limited summary data is available for this year.$5.59$2.75$2.84$5.97$6.67$0.69
2012Summary only. Only limited summary data is available for this year.$5.52$1.98$3.54$5.93$4.54$1.40
2011Summary only. Only limited summary data is available for this year.$3.90$1.75$2.15$5.09$4.47$0.63
2010Summary only. Only limited summary data is available for this year.$3.08$1.55$1.53$3.91$3.23$0.68
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 24, 2025
Return Version
2024v5.2
Gross Receipts
$5,412,271
Mission and Program Overview

Mission

Major medical, vision, dental, and group life insurance benefits for participants and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$5,391,683--
Investments in Publicly Traded Securities$5,167,596$0▼ $5,167,596
Savings and Temporary Cash Investments$1,360,096$0▼ $1,360,096
Accounts Receivable$701,594$0▼ $701,594
Cash and Non-Interest-Bearing Accounts$546,579$0▼ $546,579
Prepaid Expenses and Deferred Charges$21,803$0▼ $21,803
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$7,817,668$0▼ $7,817,668
Other Assets Total$20,000$0▼ $20,000
Liabilities
Other Liabilities$2,411,334--
Accounts Payable and Accrued Expenses$14,651--
Total Liabilities$2,425,985$0▼ $2,425,985
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,391,683$0▼ $5,391,683
Total Liabilities and Net Assets / Fund Balance$7,817,668$0▼ $7,817,668
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Michael DeaChairman
Cavin DonnellTrustee
David GarbarinoTrustee
Jim GarnerTrustee
Matt GodfreyTrustee
Michael LeeTrustee
Perry HawkinsTrustee
Ruben GonzalesTrustee
Theron ConnerTrustee
Camilla Madison-WilsonSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Southwest Service AdministratorContract AdministratPO BOX 43110, Phoenix, AZ 85080-3110$130,313
The Segal CompanyConsultant1230 E WASHINGTON ST STE 501, Tempe, AZ 85281$110,709
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,114,064
Investment Income
$298,207
Other Revenue
$0
Change in Net Assets
$3,056,661

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,406,521
Revenue Not Reported on Financial Statements
$5,750
Revenue Not Reported on Form 990
$22,301
Total Revenue per Audited Statements
$5,428,822
Total Revenue per Form 990
$5,412,271
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$343,418
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---$2,012,192
Fees for Services Management---$130,313
Fees for Services Other---$118,093
Insurance---$21,482
Fees for Services Legal---$18,880
Fees for Services Accounting---$8,623
Office Expenses---$8,307
Fees for Service Investment Mgmnt Fees---$5,750
Other Expenses---$590
Total Functional Expenses$0$0$0$2,355,610

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,761,194
Expenses Not Reported on Form 990$2,411,334
Total Expenses per Form 990$2,355,610
Expenses per Audited Statements$2,349,860
Expenses Not Reported on Financial Statements$5,750
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$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

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

“The Form 990 is reviewed by an individual designated by the board of Trustees before it is signed and filed. The full 990 is then reviewed by the board of trustees at the next regularly scheduled board meeting.”

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

“The trustees review and acknowledge its conflict of interest policy annually. The trustees review all expenses.”

Form 990, Part VI, Section C, Line 19

“The information is provided to individuals upon written request to the board of trustees or the administrative office of the plan.”

Filing and Contact Details

Filer

Filer Name
Labor & Oper Engineers Util H&W
EIN
86-0576428
Phone
6022493582
Address
PO Box 43110, Phoenix, AZ 85080

Signing Officer

Name
Michael Dea
Title
Chairman
Signed
2025-11-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Board of Trustees
Formed
1987
Legal Domicile
Az
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Baldwin Moffitt Behm LLP
Address
3200 N Hayden Rd Ste 323, Scottsdale, AZ 85251
Preparer
Pamela Mullins
Phone
4807369200
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Transfer to IPM Health & Welfare Trust of California = -$8470645”

Part XI

“By an agreement dated December 31,2024, the Fund has agreed to be merged into the IPM Health & Welfare Trust of California (IPM Trust) effective on December 31,2024, and all assets were transferred.”

Financial Statement Notes

Part X : FIN48 Footnote

“Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Fund and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would be sustained upon examination by the IRS. The Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Change in benefit obligations $2411334”

Raw XML AppendixShowing 400 of 498 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/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt05412271
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt021482
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0298207
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0298207
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05167596
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0AZ
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0MAJOR MEDICAL, VISION, DENTAL, AND GROUP LIFE INSURANCE BENEFITS FOR PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt05391683
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt022301
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt08307
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt020000
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-8470645
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Postage and Shipping
IRS990/OtherExpensesGrp/Desc1Bank Fees
IRS990/OtherExpensesGrp/TotalAmt031380
IRS990/OtherExpensesGrp/TotalAmt1590
IRS990/OtherLiabilitiesGrp/BOYAmt02411334
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt021803
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Board of Trustees
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt012446
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15101618
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt012446
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15101618
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt04062226
IRS990/PYInvestmentIncomeAmt0211544
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0352760
IRS990/PYProgramServiceRevenueAmt05575921
IRS990/PYRevenuesLessExpensesAmt01372479
IRS990/PYTotalExpensesAmt04414986
IRS990/PYTotalRevenueAmt05787465
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt03056661
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt05391683
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01360096
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotReportedAmt02411334
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt05750
IRS990ScheduleD/ExpensesSubtotalAmt02349860
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt05750
IRS990ScheduleD/InvestmentExpensesNotIncldAmt05750
IRS990ScheduleD/NetUnrealizedGainsInvstAmt022301
IRS990ScheduleD/OtherExpensesIncludedAmt02411334
IRS990ScheduleD/RevenueNotReportedAmt022301
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt05750
IRS990ScheduleD/RevenueSubtotalAmt05406521
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Fund and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would be sustained upon examination by the IRS. The Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Change in benefit obligations $2411334
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 2d: Other expenses and losses per audited F/S
IRS990ScheduleD/TotalExpensesPerForm990Amt02355610
IRS990ScheduleD/TotalRevenuePerForm990Amt05412271
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05428822
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04761194
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0false
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Investments
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc1Receivables
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc2Deposits
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc3Prepaid Expenses
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc4Cash
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02024-12-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt12024-12-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt22024-12-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt32024-12-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt42024-12-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0956289239
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN1956289239
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN2956289239
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN3956289239
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN4956289239
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt06225938
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt1557354
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt220000
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt339563
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt41629790
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(c)(9)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt1501(c)(9)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt2501(c)(9)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt3501(c)(9)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt4501(c)(9)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0FMV
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt1Book value
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt2Book Value
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt3Book Value
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt4FMV
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt01168 E La Cadena Dr
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt11168 E La Cadena Dr
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt21168 E La Cadena Dr
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt31168 E La Cadena Dr
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt41168 E La Cadena Dr
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0Riverside
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm1Riverside
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm2Riverside
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm3Riverside
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm4Riverside
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd1CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd2CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd3CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd4CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd092507
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd192507
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd292507
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd392507
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd492507
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is reviewed by an individual designated by the board of Trustees before it is signed and filed. The full 990 is then reviewed by the board of trustees at the next regularly scheduled board meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The trustees review and acknowledge its conflict of interest policy annually. The trustees review all expenses.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The information is provided to individuals upon written request to the board of trustees or the administrative office of the plan.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Transfer to IPM Health & Welfare Trust of California = -$8470645
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4By an agreement dated December 31,2024, the Fund has agreed to be merged into the IPM Health & Welfare Trust of California (IPM Trust) effective on December 31,2024, and all assets were transferred.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part XI
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0AZ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1AZ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd2AZ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Construction
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1Construction

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