Liabilities / Assets
71st percentile
Higher debt load relative to assets than 71% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
71st percentile
Higher debt load relative to assets than 71% of similar nonprofits.
Liabilities / Revenue
81st percentile
Higher debt load relative to revenue than 81% of similar nonprofits.
Net Margin
28th percentile
Higher net margin than 28% of similar nonprofits.
Top Officer Pay
32nd percentile
Higher top officer pay than 32% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
30th percentile
Faster asset growth than 30% of similar nonprofits.
Revenue Growth
52nd percentile
Faster revenue growth than 52% of similar nonprofits.
Assets
Flat$150,958,752
Flat from 2016
Net Assets
Flat$119,295,613
Flat from 2016
Liabilities
Flat$31,663,139
Flat from 2016
Revenue
Flat$140,606,540
Flat from 2016
Expenses
Flat$142,849,297
Flat from 2016
Net Income
Flat-$2,242,757
Flat from 2016
To provide health and welfare benefits to eligible participants, which include active and casual employees of participating employers and eligible retirees.
To provide health and welfare benefits to eligible participants, which eligible participants, which include active and casual employees of participating employers and eligible retirees.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $119,306,765 | $119,295,613 | ▼ $11,152 |
| Investments in Publicly Traded Securities | $108,210,167 | $86,141,585 | ▼ $22,068,582 |
| Investments Other Securities | $25,859,434 | $53,447,911 | ▲ $27,588,477 |
| Accounts Receivable | $9,841,115 | $10,218,636 | ▲ $377,521 |
| Savings and Temporary Cash Investments | $7,152,590 | $1,119,926 | ▼ $6,032,664 |
| Prepaid Expenses and Deferred Charges | $0 | $30,694 | ▲ $30,694 |
| 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 Program Related | $0 | $0 | → $0 |
| Land, Buildings, and Equipment, Net | $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 | $151,063,306 | $150,958,752 | ▼ $104,554 |
| Other Assets Total | $0 | $0 | → $0 |
| Liabilities | |||
| Other Liabilities | $28,356,656 | $29,204,747 | ▲ $848,091 |
| Deferred Revenue | $1,547,611 | $1,666,335 | ▲ $118,724 |
| Accounts Payable and Accrued Expenses | $1,852,274 | $792,057 | ▼ $1,060,217 |
| 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 | $31,756,541 | $31,663,139 | ▼ $93,402 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $119,306,765 | $119,295,613 | ▼ $11,152 |
| Total Liabilities and Net Assets / Fund Balance | $151,063,306 | $150,958,752 | ▼ $104,554 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Securities | $26,329,536 | - | - |
| Name | Title |
|---|---|
| A J Phillips | Trustee |
| Bob Paffenroth | Trustee |
| Doug Ruygrok | Trustee |
| Jim Roberts | Trustee |
| John Coulson | Trustee |
| Justin Holliday | Trustee |
| Michael Simeone | Trustee |
| Patrick D Kelly | Trustee |
| Tom Walters | Trustee |
| Walter Maestas | Trustee |
| William R Davidson | Trustee |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Northwest Administrators INC | Tpa, Inv Mgr, Audit | 2323 EASTLAKE AVE E STE 400, Seattle, WA 98102 | $3,587,468 |
| Anthem Blue Cross | Admin Service Org | 11050 OLSON DR STE 110, Rancho Cordova, CA 95670 | $954,624 |
| Express Scripts INC | Rx Benefit Admin | 225 SUMMIT AVE, Montvale, NJ 07645 | $429,465 |
| Line Item | Amount |
|---|---|
| Other Expenses | $4,653,312 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $138,195,985 |
| Fees for Services Management | - | - | - | $3,542,828 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $209,097 |
| Fees for Services Other | - | - | - | $172,240 |
| Fees for Services Accounting | - | - | - | $126,380 |
| Office Expenses | - | - | - | $123,607 |
| Conferences and Meetings | - | - | - | $108,968 |
| Fees for Services Legal | - | - | - | $92,631 |
| Insurance | - | - | - | $33,696 |
| Other Expenses | - | - | - | $18,175 |
| Total Functional Expenses | $0 | $0 | $0 | $142,849,297 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $142,849,297 |
| Expenses per Audited Statements | $142,001,206 |
| Total Expenses per Audited Statements | $142,001,206 |
| Expenses Not Reported on Financial Statements | $848,091 |
| Other Expense Adjustments | $848,091 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Line Item | Beginning | End | Change |
|---|---|---|---|
| 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 |
| Liability | Amount |
|---|---|
| Benefit Obligations | $29,204,747 |
“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 for no compensation from the trust or their employers for services to the plan and trust. Salaries and wages paid by the trustees' employers for services to their employers are reported on the employers' payroll tax filings and this information is not reported or known to the plan administrator.”
“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. PART XII, LINE 4B: INCREASE IN BENEFIT OBLIGATIONS.”
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/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 1852274 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 792057 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 9841115 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 10218636 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS, WHICH ELIGIBLE PARTICIPANTS, WHICH INCLUDE ACTIVE AND CASUAL EMPLOYEES OF PARTICIPATING EMPLOYERS AND ELIGIBLE RETIREES. |
| IRS990/AddressChangeInd | 0 | X |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 0 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 138195985 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | GARTH FISHER |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 6264636041 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 225 S LAKE AVE STE 1200 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | PASADENA |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 91101 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 0 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 3 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 0 |
| IRS990/CompDisqualPersonsGrp/TotalAmt | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 108968 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 3587468 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 954624 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 2 | 429465 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 2323 EASTLAKE AVE E STE 400 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | 11050 OLSON DR STE 110 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 2 | 225 SUMMIT AVE |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | SEATTLE |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | RANCHO CORDOVA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 2 | MONTVALE |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | WA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | CA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 2 | NJ |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 98102 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 95670 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 2 | 07645 |
| IRS990/ContractorCompensationGrp/ContractorName/PersonNm | 0 | NORTHWEST ADMINISTRATORS INC |
| IRS990/ContractorCompensationGrp/ContractorName/PersonNm | 1 | ANTHEM BLUE CROSS |
| IRS990/ContractorCompensationGrp/ContractorName/PersonNm | 2 | EXPRESS SCRIPTS INC |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | TPA, INV MGR, AUDIT |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | ADMIN SERVICE ORG |
| IRS990/ContractorCompensationGrp/ServicesDesc | 2 | RX BENEFIT ADMIN |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 138195985 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 3279079 |
| IRS990/CYOtherExpensesAmt | 0 | 4653312 |
| IRS990/CYOtherRevenueAmt | 0 | 5213701 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 132113760 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -2242757 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 142849297 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 140606540 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 1547611 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 1666335 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 0 |
| IRS990/Desc | 0 | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS, WHICH INCLUDE ACTIVE AND CASUAL EMPLOYEES OF PARTICIPATING EMPLOYERS AND ELIGIBLE RETIREES. |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EscrowAccountLiabilityGrp/BOYAmt | 0 | 0 |
| IRS990/EscrowAccountLiabilityGrp/EOYAmt | 0 | 0 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 126380 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 92631 |
| IRS990/FeesForServicesLobbyingGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 3542828 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 172240 |
| IRS990/FeesForServicesProfFundraising/TotalAmt | 0 | 0 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 209097 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignGrantsGrp/TotalAmt | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 7 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 8 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 9 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 10 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1.0 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | JOHN COULSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | A J PHILLIPS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | JIM ROBERTS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | WILLIAM R DAVIDSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | JUSTIN HOLLIDAY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | WALTER MAESTAS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | PATRICK D KELLY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | BOB PAFFENROTH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | TOM WALTERS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | MICHAEL SIMEONE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | DOUG RUYGROK |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | false |
| IRS990/FormationYr | 0 | 1962 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | -23822 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 11 |
| IRS990/GrantsPayableGrp/BOYAmt | 0 | 0 |
| IRS990/GrantsPayableGrp/EOYAmt | 0 | 0 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 10912680 |
| IRS990/GrossReceiptsAmt | 0 | 151543042 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | true |
| IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 0 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 0 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 33696 |
| IRS990/IntangibleAssetsGrp/BOYAmt | 0 | 0 |
| IRS990/IntangibleAssetsGrp/EOYAmt | 0 | 0 |
| IRS990/InterestGrp/TotalAmt | 0 | 0 |
| IRS990/InventoriesForSaleOrUseGrp/BOYAmt | 0 | 0 |
| IRS990/InventoriesForSaleOrUseGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 3302901 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 3302901 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 25859434 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 53447911 |
| IRS990/InvestmentsProgramRelatedGrp/BOYAmt | 0 | 0 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 108210167 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 86141585 |
| IRS990/IRPDocumentCnt | 0 | 3101 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | WA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 10936502 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LoansFromOfficersDirectorsGrp/BOYAmt | 0 | 0 |
| IRS990/LoansFromOfficersDirectorsGrp/EOYAmt | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS, WHICH INCLUDE ACTIVE AND CASUAL EMPLOYEES OF PARTICIPATING EMPLOYERS AND ELIGIBLE RETIREES. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt | 0 | 0 |
| IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 119306765 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 119295613 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | -23822 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -23822 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 2231605 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/TotalAmt | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 123607 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 0 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | ACA REINSURANCE & PCORI FEES |
| IRS990/OtherExpensesGrp/Desc | 1 | EDI TRANSACTION EXPENSES |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 225690 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 18175 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 28356656 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 29204747 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 1 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | REFUNDS AND REIMBURSEMENTS |
| IRS990/OtherRevenueMiscGrp/Desc | 1 | MISCELLANEOUS INCOME |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 5176232 |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 1 | 37469 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 5176232 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 1 | 37469 |
| IRS990/OtherRevenueTotalAmt | 0 | 5213701 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 0 |
| IRS990/OthNotesLoansReceivableNetGrp/BOYAmt | 0 | 0 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 30694 |
| IRS990/PrincipalOfficerNm | 0 | Bob Paffenroth |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | RETIREE CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | COBRA |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 114350849 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 17257274 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 505637 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 114350849 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 17257274 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 505637 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 132154541 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 3087186 |
| IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt | 0 | 0 |
| IRS990/PYOtherExpensesAmt | 0 | 4837049 |
| IRS990/PYOtherRevenueAmt | 0 | 3681676 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 127160485 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -3062243 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 136991590 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 133929347 |
| IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt | 0 | 0 |
| IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt | 0 | 0 |
| IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt | 0 | 0 |
| IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -2242757 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | true |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/RentalIncomeOrLossGrp/PersonalAmt | 0 | 0 |
| IRS990/RentalIncomeOrLossGrp/RealAmt | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | true |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RoyaltiesGrp/TotalAmt | 0 | 0 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 119306765 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 119295613 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 7152590 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 1119926 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 848091 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 142001206 |
| IRS990ScheduleD/FederalIncomeTaxLiabilityAmt | 0 | 0 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 2231605 |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | 848091 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 29204747 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | BENEFIT OBLIGATIONS |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 0 | 27118375 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 1 | 26329536 |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | LIMITED PARTNERSHIP |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 1 | COMMON/COLLECTIVE TRUST |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 0 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 1 | F |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 2231605 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 140606540 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | 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. PART XII, LINE 4B: INCREASE IN BENEFIT OBLIGATIONS. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/TotalBookValueSecuritiesAmt | 0 | 53447911 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 142849297 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 29204747 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 140606540 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 142838145 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 142001206 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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 FOR NO COMPENSATION FROM THE TRUST OR THEIR EMPLOYERS FOR SERVICES TO THE PLAN AND TRUST. SALARIES AND WAGES PAID BY THE TRUSTEES' EMPLOYERS FOR SERVICES TO THEIR EMPLOYERS ARE REPORTED ON THE EMPLOYERS' PAYROLL TAX FILINGS AND THIS INFORMATION IS NOT REPORTED OR KNOWN TO THE PLAN ADMINISTRATOR. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART VI, LINE 11B: |
| IRS990ScheduleR/AssetExchangeInd | 0 | false |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | false |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | false |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | false |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | false |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | false |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 0 | SEE PART VII - SUPPLEMENTAL INFORMATION |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt | 0 | SEE PART VII - SUPP INFO |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | SEE PART VII - SUPP INFO |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | false |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | false |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | false |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | false |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | false |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | false |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | false |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | false |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | false |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | false |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | false |
| IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt | 0 | TAXABLE AS A PARTNERSHIP, CORPORATION OR TRUST: THE FOLLOWING ORGANIZATIONS MADE CONTRIBUTIONS TO THE PLAN DURING THE FISCAL YEAR-ENDED AUGUST 31, 2016: ABF FREIGHT SYSTEM ABF SYSTEMS INC. ACTIVE USA INC. AIrBORNE EXPRESS #45 ARKANSAS BEST FREIGHT B.L. TRANSPORT FREIGHT CATASTROPHIC PACIFIC MOTOR TRUCKING SAFEWAY STORES, INC. TEAMSTER JOINT COUNCIL TEAMSTER LOCAL #455 TRANSERVICE LOGISTIC UNITED PARCEL SERVICE UPS CARTAGE SERVICES USF REDDAWAY YELLOW FREIGHT SYS I YRC FREIGHT YRC INC |
| IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PARTS II, III AND IV - IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS, |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | true |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | false |
| IRS990/SchoolOperatingInd | 0 | false |
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Displayed year
2016 • Form 990Detailed filing. Detailed filing data is available for this year.