Civic Intelligence

Sheet Metal Workers 16 Health Tr

EIN 93-0757655 • 501(c)9 • Portland, OR

View Organization Page

Profile

To provide medical benefits to participants and their eligible dependents.

PO Box 4148Portland, OR 97208

n/A

Siviq Scores

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

Liabilities / Assets

87th percentile

0.40x

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

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

Liabilities / Revenue

89th percentile

0.45x

Higher debt load relative to revenue than 89% of similar nonprofits.

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

Net Margin

11th percentile

-16%

Higher net margin than 11% of similar nonprofits.

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

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

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

Asset Growth

43rd percentile

5.3%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

77th percentile

18%

Faster revenue growth than 77% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$43,366,585

Up $2,175,569 (+5.3%) from 2023

Liabilities

Up

$17,451,139

Up $8,569,724 (+96%) from 2023

Net Assets

Down

$25,915,446

Down $6,394,155 (-20%) from 2023

Operations
Liabilities / Revenue89th percentileNet Margin11th percentile

Revenue

Up

$38,955,935

Up $6,043,184 (+18%) from 2023

Expenses

Up

$45,265,018

Up $6,782,603 (+18%) from 2023

Net Income

Down

-$6,309,083

Down $739,419 (-13%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$60M$40M$20M$0Assets 2010: $21,880,035Liabilities 2010: $5,577,734Net Assets 2010: $16,302,3012010Assets 2011: $23,041,686Liabilities 2011: $3,804,276Net Assets 2011: $19,237,4102011Assets 2012: $27,387,814Liabilities 2012: $4,598,970Net Assets 2012: $22,788,8442012Assets 2013: $30,414,573Liabilities 2013: $4,792,291Net Assets 2013: $25,622,2822013Assets 2014: $35,632,021Liabilities 2014: $6,689,165Net Assets 2014: $28,942,8562014Assets 2015: $34,678,468Liabilities 2015: $5,788,138Net Assets 2015: $28,890,3302015Assets 2016: $37,382,888Liabilities 2016: $5,036,418Net Assets 2016: $32,346,4702016Assets 2017: $42,205,507Liabilities 2017: $7,579,547Net Assets 2017: $34,625,9602017Assets 2018: $42,398,762Liabilities 2018: $5,847,058Net Assets 2018: $36,551,7042018Assets 2019: $46,978,019Liabilities 2019: $7,822,362Net Assets 2019: $39,155,6572019Assets 2020: $50,053,315Liabilities 2020: $9,012,115Net Assets 2020: $41,041,2002020Assets 2021: $48,597,003Liabilities 2021: $7,455,873Net Assets 2021: $41,141,1302021Assets 2022: $46,044,927Liabilities 2022: $9,602,094Net Assets 2022: $36,442,8332022Assets 2023: $41,191,016Liabilities 2023: $8,881,415Net Assets 2023: $32,309,6012023Assets 2024: $43,366,585Liabilities 2024: $17,451,139Net Assets 2024: $25,915,4462024

Highlighted filing

2024

Assets$43,366,585
Liabilities$17,451,139
Net Assets$25,915,446
Open 2024 Filing

Operations Trend

Revenue Growth77th percentile

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

$60M$40M$20M$0-$20MExpenses 2010: $15,162,7502010Revenue 2011: $16,364,071Expenses 2011: $13,316,636Net Income 2011: $3,047,4352011Expenses 2012: $15,894,1082012Revenue 2013: $19,555,049Expenses 2013: $17,449,284Net Income 2013: $2,105,7652013Revenue 2014: $23,284,367Expenses 2014: $20,357,952Net Income 2014: $2,926,4152014Revenue 2015: $19,721,733Expenses 2015: $19,473,134Net Income 2015: $248,5992015Revenue 2016: $21,997,726Expenses 2016: $18,908,695Net Income 2016: $3,089,0312016Revenue 2017: $25,168,087Expenses 2017: $23,280,167Net Income 2017: $1,887,9202017Revenue 2018: $26,902,429Expenses 2018: $24,521,087Net Income 2018: $2,381,3422018Revenue 2019: $29,413,293Expenses 2019: $28,890,830Net Income 2019: $522,4632019Revenue 2020: $29,475,429Expenses 2020: $28,576,873Net Income 2020: $898,5562020Revenue 2021: $31,256,825Expenses 2021: $30,579,905Net Income 2021: $676,9202021Revenue 2022: $30,490,530Expenses 2022: $32,516,924Net Income 2022: -$2,026,3942022Revenue 2023: $32,912,751Expenses 2023: $38,482,415Net Income 2023: -$5,569,6642023Revenue 2024: $38,955,935Expenses 2024: $45,265,018Net Income 2024: -$6,309,0832024

Highlighted filing

2024

Revenue$38,955,935
Expenses$45,265,018
Net Income-$6,309,083
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
$43,366,585
Liabilities
$17,451,139
Net assets
$25,915,446
Revenue
$38,955,935
Expenses
$45,265,018
Net income
-$6,309,083
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.4$17.5$25.9$39.0$45.3$6.31
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.2$8.88$32.3$32.9$38.5$5.57
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.0$9.60$36.4$30.5$32.5$2.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.6$7.46$41.1$31.3$30.6$0.68
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.1$9.01$41.0$29.5$28.6$0.90
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.0$7.82$39.2$29.4$28.9$0.52
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.4$5.85$36.6$26.9$24.5$2.38
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.2$7.58$34.6$25.2$23.3$1.89
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.4$5.04$32.3$22.0$18.9$3.09
2015Detailed filing. Detailed filing data is available for this year.$34.7$5.79$28.9$19.7$19.5$0.25
2014Detailed filing. Detailed filing data is available for this year.$35.6$6.69$28.9$23.3$20.4$2.93
2013Detailed filing. Detailed filing data is available for this year.$30.4$4.79$25.6$19.6$17.4$2.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.4$4.60$22.8$15.9
2011Summary only. Only limited summary data is available for this year.$23.0$3.80$19.2$16.4$13.3$3.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.9$5.58$16.3$15.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$78,271,766
Mission and Program Overview

Mission

To provide medical benefits to participants and their eligible dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$35,494,130$36,021,930▲ $527,800
Rtn Earn Endowment Incm Other Fnds$32,309,601$25,915,446▼ $6,394,155
Accounts Receivable$3,427,218$3,670,143▲ $242,925
Cash and Non-Interest-Bearing Accounts$1,819,962$3,437,982▲ $1,618,020
Savings and Temporary Cash Investments$426,615$213,439▼ $213,176
Prepaid Expenses and Deferred Charges$23,091$23,091→ $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$41,191,016$43,366,585▲ $2,175,569
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$8,687,359$17,172,585▲ $8,485,226
Accounts Payable and Accrued Expenses$194,056$278,554▲ $84,498
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$8,881,415$17,451,139▲ $8,569,724
Net Assets / Fund Balance
Total Net Assets Fund Balance$32,309,601$25,915,446▼ $6,394,155
Total Liabilities and Net Assets / Fund Balance$41,191,016$43,366,585▲ $2,175,569
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Carol DuncanChair
Chris SchneiderTrustee
Darrin BoyceTrustee
Lance DeyetteTrustee
Luke StuckyTrustee
Mike PeckTrustee
Russ BentonTrustee
Brian NobleSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
The William C Earhart Company INCThird-party AdminPO BOX 4148, Portland, OR 97208$1,072,518
CignaPpo Network121 SW MORRISON STREET, Portland, OR 97204$809,081
Empirx HealthRx Claims Mgmt155 CHESTNUT RIDGE RD, Montvale, NJ 07645$377,458
PaydhealthCost ContainmentPO BOX 840557, Los Angeles, CA 90084$269,704
Moda HealthRx Claims Mgmt601 SW SECOND AVE, Portland, OR 97204$116,458
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$36,187,011
Investment Income
$2,768,924
Other Revenue
$0
Change in Net Assets
$-6,309,083

Audited Revenue Reconciliation

Revenue per Audited Statements
$38,955,935
Revenue Not Reported on Form 990
$-85,072
Total Revenue per Audited Statements
$38,870,863
Total Revenue per Form 990
$38,955,935
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,877,129
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---$43,387,889
Fees for Services Management---$1,072,150
Fees for Services Other---$472,381
Fees for Service Investment Mgmnt Fees---$80,167
Fees for Services Accounting---$71,004
Fees for Services Legal---$61,893
Office Expenses---$59,060
Insurance---$36,684
Conferences and Meetings---$12,137
Other Expenses---$11,653
Total Functional Expenses$0$0$0$45,265,018

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$45,265,018
Expenses per Audited Statements$36,779,792
Total Expenses per Audited Statements$36,779,792
Expenses Not Reported on Financial Statements$8,485,226
Other Expense Adjustments$8,485,226
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
Benefits Payable$17,172,585
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

FORM 990, PART VI LINE 11B:

“The individual signing the return is provided a copy for review prior to signing. They make inquiries of the auditor and attorney, as applicable, with regard to any questions that they have.”

FORM 990, PART VI, LINE 12C:

“Trustees are responsible for complying with the policy and reporting any conflicts or potential conflicts to the other board members, the board also performs an annual conflict of interest review.”

FORM 990, PART VI, LINE 15A:

“Trustees do not receive any compensation.”

FORM 990, PART VI, LINE 15B:

“NO COMPENSATION IS PAID.”

FORM 990, PART VI, LINE 19:

“Documents are made available through the trust's third party administrators upon request.”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers 16 Health Tr
EIN
93-0757655
In Care Of
% WILLIAM C EARHART CO INC
Phone
5032825581
Address
PO BOX 4148, PORTLAND, OR 97208

Signing Officer

Name
Carol Duncan
Title
Trustee
Phone
5032825581
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carol Duncan
Formed
1952
Legal Domicile
Or
Voting Board Members
8
Independent Board Members
8
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 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 - OTHER ADJUSTMENTS:

“Change in benefit obligations.”

Raw XML AppendixShowing 400 of 453 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/BOYAmt0194056
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0278554
IRS990/AccountsReceivableGrp/BOYAmt03427218
IRS990/AccountsReceivableGrp/EOYAmt03670143
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE MEDICAL BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt043387889
IRS990/BooksInCareOfDetail/PersonNm0WILLIAM C EARHART CO INC
IRS990/BooksInCareOfDetail/PhoneNum05032825581
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt012029 NE GLENN WIDING DR
IRS990/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097220
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt01819962
IRS990/CashNonInterestBearingGrp/EOYAmt03437982
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt05
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt012137
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt01072518
IRS990/ContractorCompensationGrp/CompensationAmt1809081
IRS990/ContractorCompensationGrp/CompensationAmt2377458
IRS990/ContractorCompensationGrp/CompensationAmt3269704
IRS990/ContractorCompensationGrp/CompensationAmt4116458
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO BOX 4148
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1121 SW MORRISON STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2155 CHESTNUT RIDGE RD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3PO BOX 840557
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4601 SW SECOND AVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0PORTLAND
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1PORTLAND
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2MONTVALE
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4PORTLAND
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0OR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1OR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2NJ
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4OR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd097208
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd197204
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd207645
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd390084
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd497204
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0THE WILLIAM C EARHART COMPANY INC
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1CIGNA
IRS990/ContractorCompensationGrp/ContractorName/PersonNm2EMPIRX HEALTH
IRS990/ContractorCompensationGrp/ContractorName/PersonNm3PAYDHEALTH
IRS990/ContractorCompensationGrp/ContractorName/PersonNm4MODA HEALTH
IRS990/ContractorCompensationGrp/ServicesDesc0THIRD-PARTY ADMIN
IRS990/ContractorCompensationGrp/ServicesDesc1PPO NETWORK
IRS990/ContractorCompensationGrp/ServicesDesc2RX CLAIMS MGMT
IRS990/ContractorCompensationGrp/ServicesDesc3COST CONTAINMENT
IRS990/ContractorCompensationGrp/ServicesDesc4RX CLAIMS MGMT
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt043387889
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02768924
IRS990/CYOtherExpensesAmt01877129
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt036187011
IRS990/CYRevenuesLessExpensesAmt0-6309083
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt045265018
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt038955935
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0TO PROVIDE MEDICAL BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt071004
IRS990/FeesForServicesLegalGrp/TotalAmt061893
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt01072150
IRS990/FeesForServicesOtherGrp/TotalAmt0472381
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt080167
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
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/PersonNm0RUSS BENTON
IRS990/Form990PartVIISectionAGrp/PersonNm1DARRIN BOYCE
IRS990/Form990PartVIISectionAGrp/PersonNm2LANCE DEYETTE
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IRS990/Form990PartVIISectionAGrp/PersonNm4BRIAN NOBLE
IRS990/Form990PartVIISectionAGrp/PersonNm5MIKE PECK
IRS990/Form990PartVIISectionAGrp/PersonNm6CHRIS SCHNEIDER
IRS990/Form990PartVIISectionAGrp/PersonNm7LUKE STUCKY
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IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
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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/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
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IRS990ScheduleD/TotalLiabilityAmt017172585
IRS990ScheduleD/TotalRevenuePerForm990Amt038955935
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE INDIVIDUAL SIGNING THE RETURN IS PROVIDED A COPY FOR REVIEW PRIOR TO SIGNING. THEY MAKE INQUIRIES OF THE AUDITOR AND ATTORNEY, AS APPLICABLE, WITH REGARD TO ANY QUESTIONS THAT THEY HAVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES ARE RESPONSIBLE FOR COMPLYING WITH THE POLICY AND REPORTING ANY CONFLICTS OR POTENTIAL CONFLICTS TO THE OTHER BOARD MEMBERS, THE BOARD ALSO PERFORMS AN ANNUAL CONFLICT OF INTEREST REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUSTEES DO NOT RECEIVE ANY COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO COMPENSATION IS PAID.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE MADE AVAILABLE THROUGH THE TRUST'S THIRD PARTY ADMINISTRATORS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, LINE 15A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, LINE 15B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, LINE 19:
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt032309601
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