Civic Intelligence

Oregon Teamster Employers Trust

EIN 93-6021475 • 501(c)9 • Portland, OR

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Profile

Provide health, dental, vision, life insurance and other benefits to eligible participants in this multiemployer plan.

PO Box 4148Portland, OR 97208-4148

n/A

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.18x

Higher debt load relative to assets than 73% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

75th percentile

0.19x

Higher debt load relative to revenue than 75% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Net Margin

53rd percentile

5.7%

Higher net margin than 53% of similar nonprofits.

501(c)9 • $250M-$1B 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 • $250M-$1B nonprofits • Source year 2024

Asset Growth

56th percentile

6.5%

Faster asset growth than 56% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

33rd percentile

3.2%

Faster revenue growth than 33% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$246,492,657

Up $14,946,074 (+6.5%) from 2023

Liabilities

Up

$43,711,638

Up $1,951,539 (+4.7%) from 2023

Net Assets

Up

$202,781,019

Up $12,994,535 (+6.8%) from 2023

Operations
Liabilities / Revenue75th percentileNet Margin53rd percentile

Revenue

Up

$228,515,136

Up $7,062,417 (+3.2%) from 2023

Expenses

Up

$215,452,185

Up $18,314,976 (+9.3%) from 2023

Net Income

Down

$13,062,951

Down $11,252,559 (-46%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

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

$300M$200M$100M$0Assets 2010: $53,537,615Liabilities 2010: $26,859,169Net Assets 2010: $26,678,4462010Assets 2011: $62,838,561Liabilities 2011: $24,635,661Net Assets 2011: $38,202,9002011Assets 2012: $75,462,541Liabilities 2012: $24,684,664Net Assets 2012: $50,777,8772012Assets 2013: $89,566,290Liabilities 2013: $30,346,262Net Assets 2013: $59,220,0282013Assets 2014: $90,293,840Liabilities 2014: $27,477,050Net Assets 2014: $62,816,7902014Assets 2015: $85,570,860Liabilities 2015: $29,056,498Net Assets 2015: $56,514,3622015Assets 2016: $83,645,488Liabilities 2016: $32,356,851Net Assets 2016: $51,288,6372016Assets 2017: $91,807,010Liabilities 2017: $34,086,182Net Assets 2017: $57,720,8282017Assets 2018: $100,839,235Liabilities 2018: $34,720,374Net Assets 2018: $66,118,8612018Assets 2019: $119,583,907Liabilities 2019: $33,167,949Net Assets 2019: $86,415,9582019Assets 2020: $159,752,614Liabilities 2020: $32,215,704Net Assets 2020: $127,536,9102020Assets 2021: $186,860,594Liabilities 2021: $38,284,288Net Assets 2021: $148,576,3062021Assets 2022: $202,883,982Liabilities 2022: $45,497,473Net Assets 2022: $157,386,5092022Assets 2023: $231,546,583Liabilities 2023: $41,760,099Net Assets 2023: $189,786,4842023Assets 2024: $246,492,657Liabilities 2024: $43,711,638Net Assets 2024: $202,781,0192024

Highlighted filing

2024

Assets$246,492,657
Liabilities$43,711,638
Net Assets$202,781,019
Open 2024 Filing

Operations Trend

Revenue Growth33rd percentile

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

$300M$200M$100M$0-$100MExpenses 2010: $150,407,6512010Expenses 2011: $146,886,4862011Expenses 2012: $138,168,5132012Revenue 2013: $144,000,672Expenses 2013: $134,274,847Net Income 2013: $9,725,8252013Revenue 2014: $149,089,629Expenses 2014: $145,795,654Net Income 2014: $3,293,9752014Revenue 2015: $151,208,741Expenses 2015: $156,093,096Net Income 2015: -$4,884,3552015Revenue 2016: $161,759,124Expenses 2016: $167,396,535Net Income 2016: -$5,637,4112016Revenue 2017: $180,028,856Expenses 2017: $173,973,670Net Income 2017: $6,055,1862017Revenue 2018: $195,211,222Expenses 2018: $186,747,091Net Income 2018: $8,464,1312018Revenue 2019: $209,308,406Expenses 2019: $190,620,713Net Income 2019: $18,687,6932019Revenue 2020: $217,825,013Expenses 2020: $179,384,272Net Income 2020: $38,440,7412020Revenue 2021: $221,871,166Expenses 2021: $196,659,771Net Income 2021: $25,211,3952021Revenue 2022: $219,952,619Expenses 2022: $200,902,845Net Income 2022: $19,049,7742022Revenue 2023: $221,452,719Expenses 2023: $197,137,209Net Income 2023: $24,315,5102023Revenue 2024: $228,515,136Expenses 2024: $215,452,185Net Income 2024: $13,062,9512024

Highlighted filing

2024

Revenue$228,515,136
Expenses$215,452,185
Net Income$13,062,951
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
$246,492,657
Liabilities
$43,711,638
Net assets
$202,781,019
Revenue
$228,515,136
Expenses
$215,452,185
Net income
$13,062,951
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$246$43.7$203$229$215$13.1
2023Detailed filing. Detailed filing data is available for this year.$232$41.8$190$221$197$24.3
2022Detailed filing. Detailed filing data is available for this year.$203$45.5$157$220$201$19.0
2021Detailed filing. Detailed filing data is available for this year.$187$38.3$149$222$197$25.2
2020Detailed filing. Detailed filing data is available for this year.$160$32.2$128$218$179$38.4
2019Detailed filing. Detailed filing data is available for this year.$120$33.2$86.4$209$191$18.7
2018Detailed filing. Detailed filing data is available for this year.$101$34.7$66.1$195$187$8.46
2017Detailed filing. Detailed filing data is available for this year.$91.8$34.1$57.7$180$174$6.06
2016Detailed filing. Detailed filing data is available for this year.$83.6$32.4$51.3$162$167$5.64
2015Detailed filing. Detailed filing data is available for this year.$85.6$29.1$56.5$151$156$4.88
2014Detailed filing. Detailed filing data is available for this year.$90.3$27.5$62.8$149$146$3.29
2013Detailed filing. Detailed filing data is available for this year.$89.6$30.3$59.2$144$134$9.73
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$75.5$24.7$50.8$138
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$62.8$24.6$38.2$147
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.5$26.9$26.7$150
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 31, 2025
Return Version
2024v5.2
Gross Receipts
$420,935,824
Mission and Program Overview

Mission

Provide health, dental, vision, life insurance and other benefits to eligible participants.

To provide health benefits to participants and their eligible dependents in this multiemployer plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$197,611,804$214,164,807▲ $16,553,003
Rtn Earn Endowment Incm Other Fnds$189,786,484$202,781,019▲ $12,994,535
Accounts Receivable$28,891,242$26,760,986▼ $2,130,256
Cash and Non-Interest-Bearing Accounts$5,023,529$5,534,299▲ $510,770
Prepaid Expenses and Deferred Charges$20,008$32,565▲ $12,557
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$231,546,583$246,492,657▲ $14,946,074
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$39,719,782$41,698,015▲ $1,978,233
Accounts Payable and Accrued Expenses$1,564,745$1,469,598▼ $95,147
Deferred Revenue$475,572$544,025▲ $68,453
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$41,760,099$43,711,638▲ $1,951,539
Net Assets / Fund Balance
Total Net Assets Fund Balance$189,786,484$202,781,019▲ $12,994,535
Total Liabilities and Net Assets / Fund Balance$231,546,583$246,492,657▲ $14,946,074
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Mark DavisonTrustee/chair
Adam WinstonTrustee
Brent BohnTrustee
Chris MuhsTrustee
Colin JacksonTrustee
David SchmidtTrustee
Mark McbrideTrustee
Sean HammondTrustee
Steve KonopaTrustee
Walter LachapelleTrustee
Darel HardenbrookTrustee (eff 01/16/2024)
Leslie SloyTrustee (thru 01/16/2024)
JERRY D'AMBROSIOTrustee/secretary
See Schedule O for CompensationPaid by Related Organizations

Highest Paid Contractors

ContractorServicesLocationCompensation
Regence Blue Cross Blue ShieldClaim Administration100 SW MARKET STREET, Portland, OR 97201-5702$5,829,655
William C Earhart Co INCThird Party Administ12029 NE GLENN WIDING DR, Portland, OR 97220$1,478,076
Loomis Sayles Company LPInvestment Managemen555 CALIFORNIA STREET SUITE 3300, San Francisco, CA 94104$486,863
Express ScriptsClaims Processing100 PARSON POND AVE, Franklin Lakes, NJ 07417$289,345
Withumsmithbrown PCAccounting Services6101 BOLLINGER CANYON RD STE 400, San Ramon, CA 94583$188,107
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$220,289,455
Investment Income
$8,208,125
Other Revenue
$17,556
Change in Net Assets
$13,062,951

Audited Revenue Reconciliation

Revenue per Audited Statements
$227,954,768
Revenue Not Reported on Financial Statements
$560,368
Revenue Not Reported on Form 990
$-68,416
Total Revenue per Audited Statements
$227,886,352
Total Revenue per Form 990
$228,515,136
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,874,984
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---$206,577,201
Fees for Services Other---$6,226,723
Fees for Services Management---$1,476,485
Fees for Service Investment Mgmnt Fees---$560,368
Fees for Services Accounting---$188,107
Fees for Services Legal---$128,412
Office Expenses---$123,545
Insurance---$95,185
Other Expenses---$54,438
Conferences and Meetings---$21,721
Total Functional Expenses$0$0$0$215,452,185

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$215,452,185
Expenses per Audited Statements$212,244,159
Total Expenses per Audited Statements$212,244,159
Expenses Not Reported on Financial Statements$3,208,026
Other Expense Adjustments$2,647,658
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
Claims Payable and Ibnr$23,621,000
Accumulated Eligibility Credits$16,237,000
Premiums Payable$1,705,000
Due to Broker$135,015
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
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

FORM 990, PART VI, SECTION A, LINE 3:

“The plan has contracted with william c. Earhart co., inc to provide day-to-day administrative services to the organization.”

FORM 990, PART VI, SECTION B, LINE 11B:

“The form 990 is provided to the governing body for their review and comments prior to filing the return with the irs.”

FORM 990, PART VI, SECTION B, LINE 12C:

“Any trustee or service provider authorized to conduct transactions on behalf of the trust who has reason to believe that a proposed transaction might constitute a prohibited transaction with a party in interest should consult with trust counsel and take whatever additional action may be appropriate to ensure that the proposed transaction is appropriate. Any fiduciary whose participation in a decision may result in a non-exempted prohibited transaction under section 406 of erisa shall recuse himself or herself from discussion or voting on such decision. The trust office shall annually distribute a party-in-interest questionnaire to plan fiduciaries in conjunction with the annual audit.”

FORM 990, PART VI, SECTION C, LINE 19:

“The organization makes its governing documents, conflict-of-interest policy, and financial statements available to the public upon request.”

FORM 990, PART VII, SECTION A, LINE 1A:

“Trustees are not compensated by the trust. Compensation paid to trustees employed by other related organizations is reported on the form 990 filed with the internal revenue service by the related tax-exempt organization. If you would like additional information, please contact the third-party administrator, the william c. Earhart co.”

Filing and Contact Details

Filer

Filer Name
Oregon Teamster Employers Trust
EIN
93-6021475
In Care Of
% THE WILLIAM C EARHART CO I
Phone
5032825581
Address
PO BOX 4148, PORTLAND, OR 97208-4148

Signing Officer

Name
Mark Davison
Title
Trustee
Phone
5032825581
Signed
2025-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Davison
Formed
1957
Legal Domicile
Or
Voting Board Members
12
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Withumsmithbrownpc
Address
6101 BOLLINGER CANYON RD STE 400, SAN RAMON, CA 94583
Preparer
James Browning
Phone
9252779100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of trustees is responsible for oversight of the annual audit and for selection of the independent accountant. This process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require management to evaluate the tax positions taken by the plan and to recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan has analyzed the tax positions taken by the plan and has concluded that, as of december 31, 2024 and 2023, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The plan is subject to routine audits by the 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 637 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.

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IRS990/AdvertisingGrp/TotalAmt00
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