Civic Intelligence

Utah Pipe Trades Welfare Trust Fund

EIN 87-6128290 • 501(c)9 • Pleasanton, CA

Profile

To provide insurance coverage to participants and family members from contributions paid by employers in accordance with plan provisions.

7180 Koll Center Pkwy Ste 200Pleasanton, CA 94566

n/a

Siviq Scores

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

Liabilities / Assets

87th percentile

0.38x

Higher debt load relative to assets than 87% of similar nonprofits.

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

Liabilities / Revenue

92nd percentile

0.51x

Higher debt load relative to revenue than 92% of similar nonprofits.

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

Net Margin

65th percentile

12%

Higher net margin than 65% of similar nonprofits.

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

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

$50M-$100M nonprofits • Source year 2024

Asset Growth

83rd percentile

17%

Faster asset growth than 83% of similar nonprofits.

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

Revenue Growth

51st percentile

7.5%

Faster revenue growth than 51% of similar nonprofits.

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

Assets

Up

$26,928,813

Up $3,975,160 (+17%) from 2023

Liabilities

Down

$10,352,457

Down $285,707 (-2.7%) from 2023

Net Assets

Up

$16,576,356

Up $4,260,867 (+35%) from 2023

Revenue

Up

$20,409,230

Up $1,431,835 (+7.5%) from 2023

Expenses

Down

$17,995,954

Down $1,381,087 (-7.1%) from 2023

Net Income

Up

$2,413,276

Up $2,812,922 (+704%) from 2023

Trend Graphs

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $11,293,027Liabilities 2010: $4,335,415Net Assets 2010: $6,957,6122010Assets 2011: $8,870,602Liabilities 2011: $4,189,226Net Assets 2011: $4,681,3762011Assets 2012: $9,219,566Liabilities 2012: $4,095,586Net Assets 2012: $5,123,9802012Assets 2013: $12,127,985Liabilities 2013: $4,719,645Net Assets 2013: $7,408,3402013Assets 2014: $12,434,524Liabilities 2014: $5,145,756Net Assets 2014: $7,288,7682014Assets 2015: $15,039,107Liabilities 2015: $7,662,682Net Assets 2015: $7,376,4252015Assets 2016: $17,736,635Liabilities 2016: $8,154,209Net Assets 2016: $9,582,4262016Assets 2017: $21,567,896Liabilities 2017: $9,960,036Net Assets 2017: $11,607,8602017Assets 2018: $24,243,528Liabilities 2018: $8,954,040Net Assets 2018: $15,289,4882018Assets 2019: $22,411,672Liabilities 2019: $8,962,725Net Assets 2019: $13,448,9472019Assets 2020: $23,213,478Liabilities 2020: $7,468,835Net Assets 2020: $15,744,6432020Assets 2021: $24,940,306Liabilities 2021: $9,767,691Net Assets 2021: $15,172,6152021Assets 2022: $22,449,155Liabilities 2022: $10,679,589Net Assets 2022: $11,769,5662022Assets 2023: $22,953,653Liabilities 2023: $10,638,164Net Assets 2023: $12,315,4892023Assets 2024: $26,928,813Liabilities 2024: $10,352,457Net Assets 2024: $16,576,3562024

Highlighted filing

2024

Assets$26,928,813
Liabilities$10,352,457
Net Assets$16,576,356

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2010: $13,128,7292010Expenses 2011: $12,847,1862011Expenses 2012: $12,266,4792012Expenses 2013: $13,016,9102013Revenue 2014: $14,682,797Expenses 2014: $14,989,248Net Income 2014: -$306,4512014Revenue 2015: $17,991,346Expenses 2015: $15,482,071Net Income 2015: $2,509,2752015Revenue 2016: $18,526,413Expenses 2016: $16,872,249Net Income 2016: $1,654,1642016Revenue 2017: $21,078,858Expenses 2017: $19,525,308Net Income 2017: $1,553,5502017Revenue 2018: $20,252,907Expenses 2018: $17,046,211Net Income 2018: $3,206,6962018Revenue 2019: $17,740,616Expenses 2019: $19,081,817Net Income 2019: -$1,341,2012019Revenue 2020: $14,862,510Expenses 2020: $12,718,715Net Income 2020: $2,143,7952020Revenue 2021: $17,163,997Expenses 2021: $18,622,517Net Income 2021: -$1,458,5202021Revenue 2022: $19,869,771Expenses 2022: $21,049,830Net Income 2022: -$1,180,0592022Revenue 2023: $18,977,395Expenses 2023: $19,377,041Net Income 2023: -$399,6462023Revenue 2024: $20,409,230Expenses 2024: $17,995,954Net Income 2024: $2,413,2762024

Highlighted filing

2024

Revenue$20,409,230
Expenses$17,995,954
Net Income$2,413,276

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$26.9$10.4$16.6$20.4$18.0$2.41
2023Detailed filing. Detailed filing data is available for this year.$23.0$10.6$12.3$19.0$19.4$0.40
2022Detailed filing. Detailed filing data is available for this year.$22.4$10.7$11.8$19.9$21.0$1.18
2021Detailed filing. Detailed filing data is available for this year.$24.9$9.77$15.2$17.2$18.6$1.46
2020Detailed filing. Detailed filing data is available for this year.$23.2$7.47$15.7$14.9$12.7$2.14
2019Detailed filing. Detailed filing data is available for this year.$22.4$8.96$13.4$17.7$19.1$1.34
2018Detailed filing. Detailed filing data is available for this year.$24.2$8.95$15.3$20.3$17.0$3.21
2017Detailed filing. Detailed filing data is available for this year.$21.6$9.96$11.6$21.1$19.5$1.55
2016Detailed filing. Detailed filing data is available for this year.$17.7$8.15$9.58$18.5$16.9$1.65
2015Detailed filing. Detailed filing data is available for this year.$15.0$7.66$7.38$18.0$15.5$2.51
2014Detailed filing. Detailed filing data is available for this year.$12.4$5.15$7.29$14.7$15.0$0.31
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.1$4.72$7.41$13.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.22$4.10$5.12$12.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.87$4.19$4.68$12.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.3$4.34$6.96$13.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jun 17, 2025
Return Version
2023v6.0
Gross Receipts
$69,597,776
Mission and Program Overview

Mission

To provide insurance coverage to participants and family members from contributions paid by employers in accordance with plan provisions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$17,804,533$23,633,517▲ $5,828,984
Rtn Earn Endowment Incm Other Fnds$12,315,489$16,576,356▲ $4,260,867
Accounts Receivable$1,789,752$1,764,498▼ $25,254
Cash and Non-Interest-Bearing Accounts$3,340,789$1,526,681▼ $1,814,108
Prepaid Expenses and Deferred Charges$18,579$4,117▼ $14,462
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$22,953,653$26,928,813▲ $3,975,160
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$10,458,608$10,048,884▼ $409,724
Accounts Payable and Accrued Expenses$179,556$303,573▲ $124,017
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$10,638,164$10,352,457▼ $285,707
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,315,489$16,576,356▲ $4,260,867
Total Liabilities and Net Assets / Fund Balance$22,953,653$26,928,813▲ $3,975,160
Compensation and Service Providers

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
cigna health and life insurance coadmin fees900 COTTAGE GROVE RD, Bloomfield, CT 06002$742,866
benesys administratorscontract admin.7180 koll center pkwy ste 200, Pleasanton, CA 94566$247,232
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$19,407,572
Investment Income
$1,001,658
Other Revenue
$0
Change in Net Assets
$2,413,276

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,409,230
Revenue Not Reported on Form 990
$1,847,591
Total Revenue per Audited Statements
$22,256,821
Total Revenue per Form 990
$20,409,230
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,605,669
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---$16,390,285
Fees for Services Management---$247,232
Fees for Services Legal---$100,020
Fees for Service Investment Mgmnt Fees---$97,090
Fees for Services Other---$64,253
Fees for Services Accounting---$55,563
Office Expenses---$37,646
Other Expenses---$25,100
Insurance---$16,731
Conferences and Meetings---$4,762
Total Functional Expenses$0$0$0$17,995,954

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$17,995,954
Total Expenses per Audited Statements$17,995,954
Total Expenses per Form 990$17,995,954
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Obligations$10,048,884
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
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, LINE 8:

the plan does not have any committees to act on behalf of the governing board.

PART VI, LINE 11B:

the form 990 is reviewed by the administrative office prior to filing and any unusual items are brought to the board's attention.

PART VI, LINE 12C:

the board of trustees and all professionals are aware of the conflict of interest policy and are to contact legal counsel if any potential conflicts arise.

PART VI, LINE 19:

the governing documents, conflict of interest policy and financial statements are available at the administrative office upon request.

PART VII, SECTION A:

compensation paid to trustees employed by tax-exempt organization is properly reported on the employer's annual tax filings.

Filing and Contact Details

Filer

Filer Name
Utah Pipe Trades Welfare Trust Fund
EIN
87-6128290
In Care Of
% MICHEAL JOKELA
Phone
9253987060
Address
7180 KOLL CENTER PKWY STE 200, PLEASANTON, CA 94566

Signing Officer

Name
Robert Bergman
Title
Chair
Phone
9253987060
Signed
2025-06-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Bergman
Formed
1965
Legal Domicile
Ut
Voting Board Members
8
Independent Board Members
8
Employees
31
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
595 MARKET ST STE 920, SAN FRANCISCO, CA 94105-2814
Preparer
Macgregor Waite
Phone
4159563600
Supplemental Narrative

Financial Statement Notes

part X, line 2:

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

Raw XML AppendixShowing 400 of 470 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0179556
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0303573
IRS990/AccountsReceivableGrp/BOYAmt01789752
IRS990/AccountsReceivableGrp/EOYAmt01764498
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0to provide insurance coverage to participants and family members from contributions paid by employers in accordance with plan provisions.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt016390285
IRS990/BooksInCareOfDetail/PersonNm0MICHEAL JOKELA
IRS990/BooksInCareOfDetail/PhoneNum09253987060
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07180 KOLL CENTER PKWY STE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0PLEASANTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094566
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt03340789
IRS990/CashNonInterestBearingGrp/EOYAmt01526681
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt04762
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0247232
IRS990/ContractorCompensationGrp/CompensationAmt1742866
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt07180 koll center pkwy ste 200
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1900 COTTAGE GROVE RD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0PLEASANTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1BLOOMFIELD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd094566
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd106002
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0benesys administrators
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1cigna health and life insurance co
IRS990/ContractorCompensationGrp/ServicesDesc0contract admin.
IRS990/ContractorCompensationGrp/ServicesDesc1admin fees
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt016390285
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01001658
IRS990/CYOtherExpensesAmt01605669
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt019407572
IRS990/CYRevenuesLessExpensesAmt02413276
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt017995954
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt020409230
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0to provide insurance coverage to participants and family members from contributions paid by employers in accordance with plan provisions.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt031
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt055563
IRS990/FeesForServicesLegalGrp/TotalAmt0100020
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt0247232
IRS990/FeesForServicesOtherGrp/TotalAmt064253
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt097090
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0robert bergman
IRS990/Form990PartVIISectionAGrp/PersonNm1SHAUN FORD
IRS990/Form990PartVIISectionAGrp/PersonNm2brett christiansen
IRS990/Form990PartVIISectionAGrp/PersonNm3jeremy haslem
IRS990/Form990PartVIISectionAGrp/PersonNm4cody weaver
IRS990/Form990PartVIISectionAGrp/PersonNm5jeff adams
IRS990/Form990PartVIISectionAGrp/PersonNm6MIKE BECKSTEAD
IRS990/Form990PartVIISectionAGrp/PersonNm7JEFF JOB
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0279112
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt049467658
IRS990/GrossReceiptsAmt069597776
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt016731
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0722546
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0722546
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt017804533
IRS990/InvestmentsPubTradedSecGrp/EOYAmt023633517
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0UT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt049188546
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE INSURANCE COVERAGE TO PARTICIPANTS AND FAMILY MEMBERS FROM CONTRIBUTIONS PAID BY EMPLOYERS IN ACCORDANCE WITH PLAN PROVISIONS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt012315489
IRS990/NetAssetsOrFundBalancesEOYAmt016576356
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0279112
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0279112
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01847591
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt037646
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0NETWORK & COST CONTAIN. FEES
IRS990/OtherExpensesGrp/Desc1PCORI FEES
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/TotalAmt0950098
IRS990/OtherExpensesGrp/TotalAmt17174
IRS990/OtherExpensesGrp/TotalAmt225100
IRS990/OtherLiabilitiesGrp/BOYAmt010458608
IRS990/OtherLiabilitiesGrp/EOYAmt010048884
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt018579
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04117
IRS990/PrincipalOfficerNm0ROBERT BERGMAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE SELF-PAYS
IRS990/ProgramServiceRevenueGrp/Desc2NON-JOBSITE
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt017745955
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1729622
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2931995
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt017745955
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1729622
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2931995
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt018066685
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0335645
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01310356
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt018641750
IRS990/PYRevenuesLessExpensesAmt0-399646
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt019377041
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt018977395
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt02413276
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt012315489
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt016576356
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt017995954
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01847591
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010048884
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueNotReportedAmt01847591
IRS990ScheduleD/RevenueSubtotalAmt020409230
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0part x, line 2:
IRS990ScheduleD/TotalExpensesPerForm990Amt017995954
IRS990ScheduleD/TotalLiabilityAmt010048884
IRS990ScheduleD/TotalRevenuePerForm990Amt020409230
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt022256821
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt017995954
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0the plan does not have any committees to act on behalf of the governing board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1the form 990 is reviewed by the administrative office prior to filing and any unusual items are brought to the board's attention.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2the board of trustees and all professionals are aware of the conflict of interest policy and are to contact legal counsel if any potential conflicts arise.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3the governing documents, conflict of interest policy and financial statements are available at the administrative office upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4compensation paid to trustees employed by tax-exempt organization is properly reported on the employer's annual tax filings.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, LINE 8:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VII, SECTION A:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0see part vii - supplemental information
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0see part vii - supp info
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0na
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0utah pipe trades pension trust fund
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0516077569
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0401
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0UT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0pension plan
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0n/a
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt07180 Koll Center Pkwy ste 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0pleasanton
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094566
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0true
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0partnership: the administrative office does not currently maintain this information for 46 contributing employers. please contact the administrative office for specific questions. part iv - identification of related organizations taxable as a corporation or trust: the administrative office does not currently maintain this information for 46 contributing employers. please contact the administrative office for specific questions.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0part iii - identification of related organizations taxable as a
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0true
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.