Civic Intelligence

Operating Engineers Local 428 Health & Welfare Trust Fund

EIN 86-6025730 • 501(c)9 • Phoenix, AZ

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Profile

To Provide Medical and Insurance benefits for members.

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2550 W Union Hills Dr Ste 290Phoenix, AZ 85027

n/A

Siviq Scores

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

Liabilities / Assets

76th percentile

0.21x

Higher debt load relative to assets than 76% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

91st percentile

0.53x

Higher debt load relative to revenue than 91% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Asset Growth

95th percentile

30%

Faster asset growth than 95% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

43rd percentile

5.8%

Faster revenue growth than 43% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$62,647,528

Up $14,458,882 (+30%) from 2023

Liabilities

Up

$13,002,849

Up $1,347,852 (+12%) from 2023

Net Assets

Up

$49,644,679

Up $13,111,030 (+36%) from 2023

Operations
Liabilities / Revenue91st percentileNet Margin74th percentile

Revenue

Up

$24,539,930

Up $1,335,225 (+5.8%) from 2023

Expenses

Up

$20,195,863

Up $3,019,202 (+18%) from 2023

Net Income

Down

$4,344,067

Down $1,683,977 (-28%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

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

$80M$60M$40M$20M$0Assets 2011: $30,400,827Liabilities 2011: $6,591,701Net Assets 2011: $23,809,1262011Assets 2012: $30,482,818Liabilities 2012: $6,338,572Net Assets 2012: $24,144,2462012Assets 2013: $29,187,467Liabilities 2013: $6,447,256Net Assets 2013: $22,740,2112013Assets 2014: $29,388,061Liabilities 2014: $6,097,130Net Assets 2014: $23,290,9312014Assets 2015: $27,147,580Liabilities 2015: $6,492,506Net Assets 2015: $20,655,0742015Assets 2016: $25,099,330Liabilities 2016: $6,944,552Net Assets 2016: $18,154,7782016Assets 2017: $23,168,303Liabilities 2017: $7,412,738Net Assets 2017: $15,755,5652017Assets 2018: $24,445,034Liabilities 2018: $6,915,764Net Assets 2018: $17,529,2702018Assets 2019: $29,544,067Liabilities 2019: $7,964,935Net Assets 2019: $21,579,1322019Assets 2020: $35,316,676Liabilities 2020: $9,694,257Net Assets 2020: $25,622,4192020Assets 2021: $41,927,461Liabilities 2021: $7,344,677Net Assets 2021: $34,582,7842021Assets 2022: $37,883,672Liabilities 2022: $9,091,025Net Assets 2022: $28,792,6472022Assets 2023: $48,188,646Liabilities 2023: $11,654,997Net Assets 2023: $36,533,6492023Assets 2024: $62,647,528Liabilities 2024: $13,002,849Net Assets 2024: $49,644,6792024

Highlighted filing

2024

Assets$62,647,528
Liabilities$13,002,849
Net Assets$49,644,679
Open 2024 Filing

Operations Trend

Revenue Growth43rd percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $5,651,667Expenses 2011: $12,992,375Net Income 2011: -$7,340,7082011Revenue 2012: $9,406,197Expenses 2012: $11,201,787Net Income 2012: -$1,795,5902012Revenue 2013: $12,441,572Expenses 2013: $12,518,875Net Income 2013: -$77,3032013Revenue 2014: $10,631,812Expenses 2014: $10,766,220Net Income 2014: -$134,4082014Revenue 2015: $10,499,980Expenses 2015: $12,929,897Net Income 2015: -$2,429,9172015Revenue 2016: $9,925,182Expenses 2016: $13,142,182Net Income 2016: -$3,217,0002016Revenue 2017: $11,552,264Expenses 2017: $14,655,542Net Income 2017: -$3,103,2782017Revenue 2018: $14,799,239Expenses 2018: $12,194,890Net Income 2018: $2,604,3492018Revenue 2019: $17,861,954Expenses 2019: $14,923,831Net Income 2019: $2,938,1232019Revenue 2020: $20,638,613Expenses 2020: $17,941,545Net Income 2020: $2,697,0682020Revenue 2021: $19,859,473Expenses 2021: $11,972,516Net Income 2021: $7,886,9572021Revenue 2022: $19,751,569Expenses 2022: $17,093,689Net Income 2022: $2,657,8802022Revenue 2023: $23,204,705Expenses 2023: $17,176,661Net Income 2023: $6,028,0442023Revenue 2024: $24,539,930Expenses 2024: $20,195,863Net Income 2024: $4,344,0672024

Highlighted filing

2024

Revenue$24,539,930
Expenses$20,195,863
Net Income$4,344,067
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$62,647,528
Liabilities
$13,002,849
Net assets
$49,644,679
Revenue
$24,539,930
Expenses
$20,195,863
Net income
$4,344,067
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$62.6$13.0$49.6$24.5$20.2$4.34
2023Summary only. Only limited summary data is available for this year.$48.2$11.7$36.5$23.2$17.2$6.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.9$9.09$28.8$19.8$17.1$2.66
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.9$7.34$34.6$19.9$12.0$7.89
2020Summary only. Only limited summary data is available for this year.$35.3$9.69$25.6$20.6$17.9$2.70
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.5$7.96$21.6$17.9$14.9$2.94
2018Summary only. Only limited summary data is available for this year.$24.4$6.92$17.5$14.8$12.2$2.60
2017Summary only. Only limited summary data is available for this year.$23.2$7.41$15.8$11.6$14.7$3.10
2016Summary only. Only limited summary data is available for this year.$25.1$6.94$18.2$9.93$13.1$3.22
2015Summary only. Only limited summary data is available for this year.$27.1$6.49$20.7$10.5$12.9$2.43
2014Summary only. Only limited summary data is available for this year.$29.4$6.10$23.3$10.6$10.8$0.13
2013Summary only. Only limited summary data is available for this year.$29.2$6.45$22.7$12.4$12.5$0.08
2012Summary only. Only limited summary data is available for this year.$30.5$6.34$24.1$9.41$11.2$1.80
2011Summary only. Only limited summary data is available for this year.$30.4$6.59$23.8$5.65$13.0$7.34
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 14, 2025
Return Version
2023v6.0
Gross Receipts
$68,149,245
Mission and Program Overview

Mission

To Provide Medical and Insurance benefits for members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$41,003,548$49,680,197▲ $8,676,649
Rtn Earn Endowment Incm Other Fnds$36,533,649$49,644,679▲ $13,111,030
Cash and Non-Interest-Bearing Accounts$498,855$2,751,065▲ $2,252,210
Accounts Receivable$2,250,922$1,876,962▼ $373,960
Prepaid Expenses and Deferred Charges$32,308$36,558▲ $4,250
Savings and Temporary Cash Investments-$0-
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$48,188,646$62,647,528▲ $14,458,882
Other Assets Total$4,403,013$8,302,746▲ $3,899,733
Liabilities
Other Liabilities$11,554,315$12,799,619▲ $1,245,304
Accounts Payable and Accrued Expenses$100,682$203,230▲ $102,548
Total Liabilities$11,654,997$13,002,849▲ $1,347,852
Net Assets / Fund Balance
Total Net Assets Fund Balance$36,533,649$49,644,679▲ $13,111,030
Total Liabilities and Net Assets / Fund Balance$48,188,646$62,647,528▲ $14,458,882

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$2,277,986--
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
David MartinChairman
David GarbarinoTrustee
David SikorskiTrustee
Jay StevensTrustee
Perry HawkinsTrustee
Shannon WrightTrustee
Steve CampbellTrustee
Tim DaviesTrustee
Mike LeeSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Southwest Service AdministratorsAdministrator2550 W Union Hills Dr Ste 290, Phoenix, AZ 85027$287,490
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$23,984,924
Investment Income
$555,006
Other Revenue
$0
Change in Net Assets
$4,344,067

Audited Revenue Reconciliation

Revenue per Audited Statements
$24,465,973
Revenue Not Reported on Financial Statements
$73,957
Revenue Not Reported on Form 990
$8,766,963
Total Revenue per Audited Statements
$33,232,936
Total Revenue per Form 990
$24,539,930
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$589,879
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---$19,605,984
Fees for Services Management---$287,490
Fees for Services Other---$106,412
Fees for Service Investment Mgmnt Fees---$73,957
Fees for Services Legal---$42,383
Insurance---$22,690
Fees for Services Accounting---$17,623
Other Expenses---$6,787
All Other Expenses---$4,574
Total Functional Expenses$0$0$0$20,195,863

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$20,195,863
Expenses per Audited Statements$18,565,641
Total Expenses per Audited Statements$18,565,641
Expenses Not Reported on Financial Statements$1,630,222
Other Expense Adjustments$1,556,265
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Liability for Future Eligibility$7,780,900
Claims Payable, Claims Ibnr$4,834,652
Premiums due to insurers$147,674
Due to other funds$36,393
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
No
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
No
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 Trustees designate one person to review the 990 before filing. A copy is then presented to all trustees at the next regularly scheduled board meeting.”

Form 990, Part VI, Section C, Line 19

“These documents are available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
Operating Engineers Local 428 Health &
EIN
86-6025730
Phone
6022493582
Address
2550 W Union Hills Dr Ste 290, Phoenix, AZ 85027

Signing Officer

Name
David Martin
Title
Trustee
Signed
2025-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Board of Trustees
Formed
1959
Legal Domicile
Az
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Baldwin Moffitt Behm LLP
Address
8399 E Indian School Rd 201, Scottsdale, AZ 85251
Preparer
Pamela Mullins
Phone
4807369200
Supplemental Narrative

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 not 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 4B: Other revenue amounts included on 990 but not included in F/S

“Change in benefit obligations $1556265”

Raw XML AppendixShowing 400 of 456 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0203230
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IRS990/AccountsReceivableGrp/EOYAmt01876962
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To provide medical and insurance benefits for members.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/TotalAmt04574
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt019605984
IRS990/BooksInCareOfDetail/PersonNm0Southwest Service Admin
IRS990/BooksInCareOfDetail/PhoneNum06022641804
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02550 W Union Hills Dr Ste 290
IRS990/BooksInCareOfDetail/USAddress/CityNm0Phoenix
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd085027
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IRS990/BusinessRlnWithFamMemInd0false
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IRS990/CollectionsOfArtInd0false
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IRS990/CompensationProcessOtherInd0false
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IRS990/ContractorCompensationGrp/CompensationAmt0287490
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Southwest Service Administrators
IRS990/ContractorCompensationGrp/ServicesDesc0Administrator
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt019605984
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0555006
IRS990/CYOtherExpensesAmt0589879
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt023984924
IRS990/CYRevenuesLessExpensesAmt04344067
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt020195863
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt024539930
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Medical Benefits and Insurance premiums paid for eligible members and their dependents.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
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IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt017623
IRS990/FeesForServicesLegalGrp/TotalAmt042383
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IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt073957
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt03.00
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0David Martin
IRS990/Form990PartVIISectionAGrp/PersonNm1Mike Lee
IRS990/Form990PartVIISectionAGrp/PersonNm2Tim Davies
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IRS990/Form990PartVIISectionAGrp/PersonNm4Steve Campbell
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IRS990/Form990PartVIISectionAGrp/PersonNm7David Garbarino
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt049680197
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IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt043609315
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To Provide Medical and Insurance benefits for members.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt036533649
IRS990/NetAssetsOrFundBalancesEOYAmt049644679
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-1590859
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1590859
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt08766963
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04403013
IRS990/OtherAssetsTotalGrp/EOYAmt08302746
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Postage and Shipping
IRS990/OtherExpensesGrp/Desc1Dues and expenses
IRS990/OtherExpensesGrp/Desc2Taxes
IRS990/OtherExpensesGrp/Desc3Printing and Publications
IRS990/OtherExpensesGrp/TotalAmt09732
IRS990/OtherExpensesGrp/TotalAmt19346
IRS990/OtherExpensesGrp/TotalAmt28885
IRS990/OtherExpensesGrp/TotalAmt36787
IRS990/OtherLiabilitiesGrp/BOYAmt011554315
IRS990/OtherLiabilitiesGrp/EOYAmt012799619
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/BOYAmt032308
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt036558
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IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
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IRS990/ProgramServiceRevenueGrp/Desc1Participant Contributions
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt023914476
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt170448
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt023914476
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt170448
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IRS990/PYBenefitsPaidToMembersAmt016527427
IRS990/PYInvestmentIncomeAmt01339005
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0649234
IRS990/PYProgramServiceRevenueAmt021865700
IRS990/PYRevenuesLessExpensesAmt06028044
IRS990/PYTotalExpensesAmt017176661
IRS990/PYTotalRevenueAmt023204705
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt04344067
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
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IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt036533649
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt049644679
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01630222
IRS990ScheduleD/ExpensesSubtotalAmt018565641
IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/InvestmentExpensesNotIncldAmt073957
IRS990ScheduleD/NetUnrealizedGainsInvstAmt08766963
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0116455
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt16577
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2104240
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt32277986
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Deposits
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DUE FROM OTHER FUNDS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2INTEREST RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3PRESCRIPTION REBATES
IRS990ScheduleD/OtherExpensesNotIncludedAmt01556265
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04834652
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt136393
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt27780900
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3147674
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE, CLAIMS IBNR
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Due to other funds
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2LIABILITY FOR FUTURE ELIGIBILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3Premiums due to insurers
IRS990ScheduleD/RevenueNotReportedAmt08766963
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt073957
IRS990ScheduleD/RevenueSubtotalAmt024465973
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 NOT 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 $1556265
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S
IRS990ScheduleD/TotalBookValueOtherAssetsAmt08302746
IRS990ScheduleD/TotalExpensesPerForm990Amt020195863
IRS990ScheduleD/TotalLiabilityAmt012799619
IRS990ScheduleD/TotalRevenuePerForm990Amt024539930
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt033232936
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt018565641
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Trustees designate one person to review the 990 before filing. A copy is then presented to all trustees at the next regularly scheduled board meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1These documents are available to the public upon written request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0866025730
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0AZ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Construction
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0See Attached Employer Listing
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0See Attached Employer Listing
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Phoenix
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd085027
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Oper Eng LU 428 Vacation Savings
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1OPER ENG LU 428 Annuity Trust Fund
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2Oper Eng LU 428 Pension Trust Fund
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237135778
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1866025732
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2860511407
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501c9
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501c9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Vacation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Defined Contribution
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2Defined Benefit
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02550 W Union Hills Dr Ste 290
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt12550 W Union Hills Dr Ste 290
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt22550 W Union Hills Dr Ste 290
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Phoenix
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1Phoenix
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2Phoenix
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2AZ
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd185027
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
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IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt048188646
IRS990/TotalAssetsEOYAmt062647528
IRS990/TotalAssetsGrp/BOYAmt048188646
IRS990/TotalAssetsGrp/EOYAmt062647528

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