Civic Intelligence

Western Teamsters Welfare Tr

EIN 91-6033601 • 501(c)9 • Pasadena, CA

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Profile

To provide health and welfare benefits to eligible participants, which include active and casual employees of participating employers and eligible retirees.

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225 S Lake Ave Ste 1200Pasadena, CA 91101

n/A

Siviq Scores

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

Liabilities / Assets

67th percentile

0.10x

Higher debt load relative to assets than 67% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

0.26x

Higher debt load relative to revenue than 82% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Net Margin

15th percentile

-8.2%

Higher net margin than 15% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

501(c)9 • $100M-$250M nonprofits • Source year 2024

Asset Growth

17th percentile

-7.5%

Faster asset growth than 17% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-56%

Faster revenue growth than 2% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$172,349,829

Down $13,966,155 (-7.5%) from 2023

Liabilities

Down

$18,004,061

Down $16,800,547 (-48%) from 2023

Net Assets

Up

$154,345,768

Up $2,834,392 (+1.9%) from 2023

Operations
Liabilities / Revenue82nd percentileNet Margin15th percentile

Revenue

Down

$69,724,414

Down $89,634,043 (-56%) from 2023

Expenses

Down

$75,472,486

Down $74,595,904 (-50%) from 2023

Net Income

Down

-$5,748,072

Down $15,038,139 (-162%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

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

$200M$150M$100M$50M$0Assets 2010: $152,227,522Liabilities 2010: $29,768,714Net Assets 2010: $122,458,8082010Assets 2011: $142,996,251Liabilities 2011: $21,929,428Net Assets 2011: $121,066,8232011Assets 2012: $152,321,093Liabilities 2012: $23,187,195Net Assets 2012: $129,133,8982012Assets 2013: $151,229,017Liabilities 2013: $28,910,187Net Assets 2013: $122,318,8302013Assets 2014: $153,666,759Liabilities 2014: $29,465,133Net Assets 2014: $124,201,6262014Assets 2015: $151,063,306Liabilities 2015: $31,756,541Net Assets 2015: $119,306,7652015Assets 2016: $150,958,752Liabilities 2016: $31,663,139Net Assets 2016: $119,295,6132016Assets 2017: $154,160,924Liabilities 2017: $28,954,290Net Assets 2017: $125,206,6342017Assets 2018: $160,881,598Liabilities 2018: $30,354,490Net Assets 2018: $130,527,1082018Assets 2019: $170,261,868Liabilities 2019: $33,883,010Net Assets 2019: $136,378,8582019Assets 2020: $178,858,273Liabilities 2020: $32,745,108Net Assets 2020: $146,113,1652020Assets 2021: $186,935,579Liabilities 2021: $31,964,267Net Assets 2021: $154,971,3122021Assets 2022: $178,197,091Liabilities 2022: $36,298,487Net Assets 2022: $141,898,6042022Assets 2023: $186,315,984Liabilities 2023: $34,804,608Net Assets 2023: $151,511,3762023Assets 2024: $172,349,829Liabilities 2024: $18,004,061Net Assets 2024: $154,345,7682024

Highlighted filing

2024

Assets$172,349,829
Liabilities$18,004,061
Net Assets$154,345,768
Open 2024 Filing

Operations Trend

Revenue Growth2nd percentile

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

$200M$150M$100M$50M$0-$50MExpenses 2010: $112,835,6102010Expenses 2011: $108,984,4012011Revenue 2012: $113,128,802Expenses 2012: $107,815,176Net Income 2012: $5,313,6262012Revenue 2013: $119,076,751Expenses 2013: $120,262,787Net Income 2013: -$1,186,0362013Revenue 2014: $127,305,331Expenses 2014: $128,040,925Net Income 2014: -$735,5942014Revenue 2015: $133,929,347Expenses 2015: $136,991,590Net Income 2015: -$3,062,2432015Revenue 2016: $140,606,540Expenses 2016: $142,849,297Net Income 2016: -$2,242,7572016Revenue 2017: $144,070,601Expenses 2017: $139,791,614Net Income 2017: $4,278,9872017Revenue 2018: $151,771,524Expenses 2018: $144,860,562Net Income 2018: $6,910,9622018Revenue 2019: $152,082,941Expenses 2019: $152,242,135Net Income 2019: -$159,1942019Revenue 2020: $143,575,091Expenses 2020: $140,145,996Net Income 2020: $3,429,0952020Revenue 2021: $144,629,033Expenses 2021: $142,910,265Net Income 2021: $1,718,7682021Revenue 2022: $161,721,868Expenses 2022: $152,995,625Net Income 2022: $8,726,2432022Revenue 2023: $159,358,457Expenses 2023: $150,068,390Net Income 2023: $9,290,0672023Revenue 2024: $69,724,414Expenses 2024: $75,472,486Net Income 2024: -$5,748,0722024

Highlighted filing

2024

Revenue$69,724,414
Expenses$75,472,486
Net Income-$5,748,072
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
$172,349,829
Liabilities
$18,004,061
Net assets
$154,345,768
Revenue
$69,724,414
Expenses
$75,472,486
Net income
-$5,748,072
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$172$18.0$154$69.7$75.5$5.75
2023Summary only. Only limited summary data is available for this year.$186$34.8$152$159$150$9.29
2022Summary only. Only limited summary data is available for this year.$178$36.3$142$162$153$8.73
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$187$32.0$155$145$143$1.72
2020Summary only. Only limited summary data is available for this year.$179$32.7$146$144$140$3.43
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$170$33.9$136$152$152$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$161$30.4$131$152$145$6.91
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$154$29.0$125$144$140$4.28
2016Summary only. Only limited summary data is available for this year.$151$31.7$119$141$143$2.24
2015Detailed filing. Detailed filing data is available for this year.$151$31.8$119$134$137$3.06
2014Detailed filing. Detailed filing data is available for this year.$154$29.5$124$127$128$0.74
2013Summary only. Only limited summary data is available for this year.$151$28.9$122$119$120$1.19
2012Summary only. Only limited summary data is available for this year.$152$23.2$129$113$108$5.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$143$21.9$121$109
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$152$29.8$122$113
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jul 13, 2025
Return Version
2023v6.0
Gross Receipts
$160,655,239
Mission and Program Overview

Mission

To provide health and welfare benefits to eligible participants, which include active and casual employees of participating employers and eligible retirees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$170,426,098$165,159,712▼ $5,266,386
Rtn Earn Endowment Incm Other Fnds$151,511,376$154,345,768▲ $2,834,392
Accounts Receivable$14,926,298$6,260,815▼ $8,665,483
Savings and Temporary Cash Investments$911,522$856,730▼ $54,792
Prepaid Expenses and Deferred Charges$52,066$72,572▲ $20,506
Cash and Non-Interest-Bearing Accounts$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
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$186,315,984$172,349,829▼ $13,966,155
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$34,027,386$17,219,716▼ $16,807,670
Deferred Revenue$637,032$635,506▼ $1,526
Accounts Payable and Accrued Expenses$140,190$148,839▲ $8,649
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$34,804,608$18,004,061▼ $16,800,547
Net Assets / Fund Balance
Total Net Assets Fund Balance$151,511,376$154,345,768▲ $2,834,392
Total Liabilities and Net Assets / Fund Balance$186,315,984$172,349,829▼ $13,966,155

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$15,411$15,411
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Bob PaffenrothTrustee
Doug RuygrokTrustee
John CoulsonTrustee
Mark BrandtTrustee
Michael SimeoneTrustee
Patrick D KellyTrustee
Pete RokichTrustee
Tom WaltersTrustee
Walter MaestasTrustee
William R DavidsonTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Northwest Administrators INCTpa, Inv Mgr, Audit2323 EASTLAKE AVE E STE 400, Seattle, WA 98102$3,005,192
Anthem Blue CrossPpo Provider11050 OLSON DR STE 110, Rancho Cordova, CA 95670$855,800
Millimanconsulting650 California st 17th fl, San Francisco, CA 94108$211,159
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$60,044,254
Investment Income
$6,101,456
Other Revenue
$3,578,704
Change in Net Assets
$-5,748,072

Audited Revenue Reconciliation

Revenue per Audited Statements
$69,724,414
Revenue Not Reported on Form 990
$8,582,464
Total Revenue per Audited Statements
$78,306,878
Total Revenue per Form 990
$69,724,414
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,982,331
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---$71,490,155
Fees for Services Management---$2,894,843
Fees for Services Other---$301,005
Fees for Service Investment Mgmnt Fees---$249,683
Fees for Services Accounting---$169,231
Conferences and Meetings---$111,295
Fees for Services Legal---$92,920
Office Expenses---$92,254
Insurance---$53,502
Other Expenses---$17,598
Total Functional Expenses$0$0$0$75,472,486

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$92,280,156
Total Expenses per Audited Statements$92,280,156
Total Expenses per Form 990$75,472,486
Expenses Not Reported on Financial Statements$-16,807,670
Other Expense Adjustments$-16,807,670
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
Subject to proxy tax
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$17,219,716
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 11B:

“The administrative office reviews the form 990 and will notify the board of trustees if any unusual or significant items are noted.”

PART VI, LINE 12C:

“The trust has a conflict of interest policy that requires all trustees and service providers to contact the administrative office if any issues arise that could impair their independence.”

PART VI, LINE 19:

“The trust's governing documents, conflict of interest policy and financial statements are maintained at the administrator's office and are available upon request.”

PART VII, SECTION A - COMPENSATION OF OFFICERS:

“The board of trustees serve without compensation. The trust does not maintain the information on compensation from related organizations but believes that such compensation, if any, is appropriately reported on the returns of those organizations.”

Filing and Contact Details

Filer

Filer Name
Western Teamsters Welfare Trust
EIN
91-6033601
In Care Of
% PAUL SANGALANG
Phone
6264636041
Address
225 S LAKE AVE STE 1200, PASADENA, CA 91101

Signing Officer

Name
Bob Paffenroth
Title
Trustee
Phone
6264636041
Signed
2025-07-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bob Paffenroth
Formed
1962
Legal Domicile
Wa
Voting Board Members
10
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
2101 4TH AVE STE 1830, SEATTLE, CA 98121-2345
Preparer
Catalina Kirby
Phone
2065963930
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 trust and recognize a tax liability if the trust has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The trust is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. PART XII, LINE 4B: CHANGE IN BENEFIT OBLIGATIONS.”

Raw XML AppendixShowing 400 of 493 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/BOYAmt0140190
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0148839
IRS990/AccountsReceivableGrp/BOYAmt014926298
IRS990/AccountsReceivableGrp/EOYAmt06260815
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS, WHICH INCLUDE ACTIVE AND CASUAL EMPLOYEES OF PARTICIPATING EMPLOYERS AND ELIGIBLE RETIREES.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt071490155
IRS990/BooksInCareOfDetail/PersonNm0PAUL SANGALANG
IRS990/BooksInCareOfDetail/PhoneNum06264636041
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0225 S LAKE AVE STE 1200
IRS990/BooksInCareOfDetail/USAddress/CityNm0PASADENA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd091101
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt0111295
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt03005192
IRS990/ContractorCompensationGrp/CompensationAmt1855800
IRS990/ContractorCompensationGrp/CompensationAmt2211159
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt02323 EASTLAKE AVE E STE 400
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt111050 OLSON DR STE 110
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2650 California st 17th fl
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0SEATTLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1RANCHO CORDOVA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2SAN FRANCISCO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0WA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd098102
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd195670
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd294108
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0NORTHWEST ADMINISTRATORS INC
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1ANTHEM BLUE CROSS
IRS990/ContractorCompensationGrp/ContractorName/PersonNm2Milliman
IRS990/ContractorCompensationGrp/ServicesDesc0TPA, INV MGR, AUDIT
IRS990/ContractorCompensationGrp/ServicesDesc1PPO PROVIDER
IRS990/ContractorCompensationGrp/ServicesDesc2consulting
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt071490155
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt06101456
IRS990/CYOtherExpensesAmt03982331
IRS990/CYOtherRevenueAmt03578704
IRS990/CYProgramServiceRevenueAmt060044254
IRS990/CYRevenuesLessExpensesAmt0-5748072
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt075472486
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt069724414
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0637032
IRS990/DeferredRevenueGrp/EOYAmt0635506
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS, WHICH INCLUDE ACTIVE AND CASUAL EMPLOYEES OF PARTICIPATING EMPLOYERS AND ELIGIBLE RETIREES.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt0169231
IRS990/FeesForServicesLegalGrp/TotalAmt092920
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt02894843
IRS990/FeesForServicesOtherGrp/TotalAmt0301005
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0249683
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/AverageHoursPerWeekRltdOrgRt80.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.0
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/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
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/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN COULSON
IRS990/Form990PartVIISectionAGrp/PersonNm1WILLIAM R DAVIDSON
IRS990/Form990PartVIISectionAGrp/PersonNm2WALTER MAESTAS
IRS990/Form990PartVIISectionAGrp/PersonNm3PATRICK D KELLY
IRS990/Form990PartVIISectionAGrp/PersonNm4BOB PAFFENROTH
IRS990/Form990PartVIISectionAGrp/PersonNm5TOM WALTERS
IRS990/Form990PartVIISectionAGrp/PersonNm6MICHAEL SIMEONE
IRS990/Form990PartVIISectionAGrp/PersonNm7DOUG RUYGROK
IRS990/Form990PartVIISectionAGrp/PersonNm8Pete Rokich
IRS990/Form990PartVIISectionAGrp/PersonNm9MARK BRANDT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
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IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS, WHICH INCLUDE ACTIVE AND CASUAL EMPLOYEES OF PARTICIPATING EMPLOYERS AND ELIGIBLE RETIREES.
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt017219716
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueNotReportedAmt08582464
IRS990ScheduleD/RevenueSubtotalAmt069724414
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the trust and recognize a tax liability if the trust has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The trust is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. PART XII, LINE 4B: CHANGE IN BENEFIT OBLIGATIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalLiabilityAmt017219716
IRS990ScheduleD/TotalRevenuePerForm990Amt069724414
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ADMINISTRATIVE OFFICE REVIEWS THE FORM 990 AND WILL NOTIFY THE BOARD OF TRUSTEES IF ANY UNUSUAL OR SIGNIFICANT ITEMS ARE NOTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUST HAS A CONFLICT OF INTEREST POLICY THAT REQUIRES ALL TRUSTEES AND SERVICE PROVIDERS TO CONTACT THE ADMINISTRATIVE OFFICE IF ANY ISSUES ARISE THAT COULD IMPAIR THEIR INDEPENDENCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUST'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED AT THE ADMINISTRATOR'S OFFICE AND ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF TRUSTEES SERVE WITHOUT COMPENSATION. THE TRUST DOES NOT MAINTAIN THE INFORMATION ON COMPENSATION FROM RELATED ORGANIZATIONS BUT BELIEVES THAT SUCH COMPENSATION, IF ANY, IS APPROPRIATELY REPORTED ON THE RETURNS OF THOSE ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VII, SECTION A - COMPENSATION OF OFFICERS:
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE PART VII - SUPPLEMENTAL INFORMATION
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE PART VII - SUPP INFO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SEE PART VII - SUPP INFO
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