Civic Intelligence

Umta Trust

990 • Fiscal year 2019 • EIN 93-6029224

Jul 01, 2018 to Jun 30, 2019 • Filed on Apr 10, 2020

Organization ProfileN/A

View Organization Page

1919 NE Pacific Street No 200Portland, OR 97232

(503) 235-8363

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

67th percentile

0.13x

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

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

81st percentile

0.23x

Higher debt load relative to revenue than 81% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Net Margin

20th percentile

-3.5%

Higher net margin than 20% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Asset Growth

31st percentile

3.9%

Faster asset growth than 31% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

45th percentile

3.5%

Faster revenue growth than 45% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$43,298,392

Up $1,632,841 (+3.9%) from 2018

Net Assets

Up

$37,823,369

Up $1,138,417 (+3.1%) from 2018

Liabilities

Up

$5,475,023

Up $494,424 (+9.9%) from 2018

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin20th percentile

Revenue

Up

$23,599,226

Up $808,133 (+3.5%) from 2018

Expenses

Up

$24,415,653

Up $4,346,011 (+22%) from 2018

Net Income

Down

-$816,427

Down $3,537,878 (-130%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2010: $21,629,245Liabilities 2010: $4,951,541Net Assets 2010: $16,677,7042010Assets 2011: $23,781,822Liabilities 2011: $5,560,556Net Assets 2011: $18,221,2662011Assets 2012: $23,702,617Liabilities 2012: $6,336,942Net Assets 2012: $17,365,6752012Assets 2013: $24,457,969Liabilities 2013: $3,871,411Net Assets 2013: $20,586,5582013Assets 2014: $33,132,828Liabilities 2014: $7,900,969Net Assets 2014: $25,231,8592014Assets 2015: $35,105,522Liabilities 2015: $6,577,151Net Assets 2015: $28,528,3712015Assets 2016: $39,735,176Liabilities 2016: $5,626,376Net Assets 2016: $34,108,8002016Assets 2017: $40,280,298Liabilities 2017: $5,557,579Net Assets 2017: $34,722,7192017Assets 2018: $41,665,551Liabilities 2018: $4,980,599Net Assets 2018: $36,684,9522018Assets 2019: $43,298,392Liabilities 2019: $5,475,023Net Assets 2019: $37,823,3692019Assets 2020: $44,971,352Liabilities 2020: $5,252,111Net Assets 2020: $39,719,2412020Assets 2021: $45,622,593Liabilities 2021: $5,075,222Net Assets 2021: $40,547,3712021Assets 2022: $40,189,293Liabilities 2022: $5,139,239Net Assets 2022: $35,050,0542022Assets 2023: $38,905,735Liabilities 2023: $3,077,377Net Assets 2023: $35,828,3582023Assets 2024: $39,895,094Liabilities 2024: $3,273,911Net Assets 2024: $36,621,1832024

Highlighted filing

2019

Assets$43,298,392
Liabilities$5,475,023
Net Assets$37,823,369
Open 2019 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MExpenses 2010: $39,355,1232010Expenses 2011: $42,873,2192011Expenses 2012: $46,219,5902012Expenses 2013: $37,641,8132013Revenue 2014: $37,370,262Expenses 2014: $33,746,867Net Income 2014: $3,623,3952014Revenue 2015: $37,328,667Expenses 2015: $33,114,620Net Income 2015: $4,214,0472015Revenue 2016: $32,692,599Expenses 2016: $27,248,222Net Income 2016: $5,444,3772016Revenue 2017: $27,815,927Expenses 2017: $26,684,988Net Income 2017: $1,130,9392017Revenue 2018: $22,791,093Expenses 2018: $20,069,642Net Income 2018: $2,721,4512018Revenue 2019: $23,599,226Expenses 2019: $24,415,653Net Income 2019: -$816,4272019Revenue 2020: $22,499,798Expenses 2020: $21,811,332Net Income 2020: $688,4662020Revenue 2021: $22,031,571Expenses 2021: $21,823,876Net Income 2021: $207,6952021Revenue 2022: $20,076,101Expenses 2022: $20,412,819Net Income 2022: -$336,7182022Revenue 2023: $16,433,080Expenses 2023: $17,350,162Net Income 2023: -$917,0822023Revenue 2024: $18,005,075Expenses 2024: $18,550,821Net Income 2024: -$545,7462024

Highlighted filing

2019

Revenue$23,599,226
Expenses$24,415,653
Net Income-$816,427
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Apr 10, 2020
Return Version
2018v3.1
Gross Receipts
$44,400,400
Mission and Program Overview

Mission

To provide participating employer's employees with health, life, and disability benefits and wellness and clinical testing programs.

To enable the association, its members and affiliates to make available to their interested employees, officers and their dependents such group benefit programs as may be established, required or maintained pursuant to collective bargaining or otherwise desired from time to time.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$36,684,952$37,823,369▲ $1,138,417
Investments in Publicly Traded Securities$33,323,710$37,510,563▲ $4,186,853
Cash and Non-Interest-Bearing Accounts$7,817,531$5,288,651▼ $2,528,880
Accounts Receivable$507,007$482,788▼ $24,219
Prepaid Expenses and Deferred Charges$17,303$16,390▼ $913
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$41,665,551$43,298,392▲ $1,632,841
Liabilities
Other Liabilities$2,926,994$3,451,943▲ $524,949
Deferred Revenue$1,824,507$1,785,534▼ $38,973
Accounts Payable and Accrued Expenses$229,098$237,546▲ $8,448
Total Liabilities$4,980,599$5,475,023▲ $494,424
Net Assets / Fund Balance
Total Net Assets Fund Balance$36,684,952$37,823,369▲ $1,138,417
Total Liabilities and Net Assets / Fund Balance$41,665,551$43,298,392▲ $1,632,841
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Brandon Trump PastTrustee
John RudiTrustee
Martha CoxTrustee
Mike Eckstein PastTrustee
Wayne SearleTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
US Benefits INCClaims Administration1919 NE PACIFIC ST STE 100, Portland, OR 97232$896,904
Uea INCContract Administration1919 NE PACIFIC ST STE 200, Portland, OR 97232$693,627
Zelis Claims IntegrityClaims Editing And Cost Management2 CROSSROADS DRIVE, Bedminster, NJ 07921$296,937
American Health Holding INCClaims Editing And Cost Management7400 W CAMPUS RD F-510, New Albany, OH 43054$101,504
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$22,615,409
Investment Income
$954,971
Other Revenue
$28,846
Change in Net Assets
$-816,427

Audited Revenue Reconciliation

Revenue per Audited Statements
$23,483,566
Revenue Not Reported on Financial Statements
$115,660
Revenue Not Reported on Form 990
$1,954,844
Total Revenue per Audited Statements
$25,438,410
Total Revenue per Form 990
$23,599,226
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,742,742
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---$21,672,911
Fees for Services Other---$2,375,707
Fees for Service Investment Mgmnt Fees---$115,660
Fees for Services Management---$60,000
Fees for Services Legal---$54,170
Information Technology---$51,786
Fees for Services Accounting---$32,771
Insurance---$18,442
Other Expenses---$9,536
Travel---$7,869
Conferences and Meetings---$3,968
Total Functional Expenses$0$0$0$24,415,653

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$24,415,653
Expenses per Audited Statements$23,775,044
Total Expenses per Audited Statements$23,775,044
Expenses Not Reported on Financial Statements$640,609
Other Expense Adjustments$524,949
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Claims Payable and Incurred But Not Reported$3,395,078
Insurance Premiums Payable$56,865
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“There are no committees with the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The director of operations, the organizaton's accountant and the trustees review the form 990 prior to filing.”

Form 990, Part VI, Section B, Line 12C

“If and when a potential conflict of interest is disclosed, the interested person will be given the opportunity to disclose all material facts to the trustee, officer or member of a committee with governing board delegated powers considering the proposed transaction or arrangement. An interested person covered under the policy includes any trustee, officer or member of a committee with governing board delegated powers. The remaining board or committee members shall decide if a conflict of interest exists.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Umta Trust
EIN
93-6029224
Phone
5032358363
Address
1919 NE PACIFIC STREET NO 200, PORTLAND, OR 97232

Signing Officer

Name
Martha Cox
Title
Trustee
Phone
5032358363
Signed
2020-04-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Martha Cox
Formed
1950
Legal Domicile
Or
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583
Preparer
James N Browning
Phone
9252779100
Supplemental Narrative

Additional Explanations

FOFRM 990, PART IX, LINE 11G, OTHER FEES:

“Plan administration: 1,588,404 pharmacy administration: 91,925 claims editing and cost containment: 627,808 consulting and actuarial: 67,570 total other fees on form 990, part ix, line 11g, col a: 2,375,707”

FORM 990, PART XII, LINE 2C:

“The board of trustees has responsibility for oversight of the audit and selection of an independent auditor. The 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. Management has analyzed the tax positions taken by the plan and has concluded that, as of june 30, 2019, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the consolidated 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. The plan believes it is no longer subject to income tax examinations for the fiscal years prior to 2016.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Changes in benefit obligations 524,949.”

Raw XML AppendixShowing 400 of 450 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/PrincipalOfficerNm0MARTHA COX
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt022461638
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1153771
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt022461638
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1153771
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt017573277
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01379505
IRS990/PYOtherExpensesAmt02496365
IRS990/PYOtherRevenueAmt049799
IRS990/PYProgramServiceRevenueAmt021361789
IRS990/PYRevenuesLessExpensesAmt02721451
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt020069642
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt022791093
IRS990/ReconcilationRevenueExpnssAmt0-816427
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt036684952
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt037823369
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0640609
IRS990ScheduleD/ExpensesSubtotalAmt023775044
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0115660
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0115660
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01954844
IRS990ScheduleD/OtherExpensesNotIncludedAmt0524949
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03395078
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt156865
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE AND INCURRED BUT NOT REPORTED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1INSURANCE PREMIUMS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt01954844
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0115660
IRS990ScheduleD/RevenueSubtotalAmt023483566
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING 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. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF JUNE 30, 2019, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED 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. THE PLAN BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2016.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGES IN BENEFIT OBLIGATIONS 524,949.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt024415653
IRS990ScheduleD/TotalLiabilityAmt03451943
IRS990ScheduleD/TotalRevenuePerForm990Amt023599226
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt025438410
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt023775044
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE DIRECTOR OF OPERATIONS, THE ORGANIZATON'S ACCOUNTANT AND THE TRUSTEES REVIEW THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IF AND WHEN A POTENTIAL CONFLICT OF INTEREST IS DISCLOSED, THE INTERESTED PERSON WILL BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE TRUSTEE, OFFICER OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AN INTERESTED PERSON COVERED UNDER THE POLICY INCLUDES ANY TRUSTEE, OFFICER OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND CONSOLIDATED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR SUCH INFORMATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PLAN ADMINISTRATION: 1,588,404 PHARMACY ADMINISTRATION: 91,925 CLAIMS EDITING AND COST CONTAINMENT: 627,808 CONSULTING AND ACTUARIAL: 67,570 TOTAL OTHER FEES ON FORM 990, PART IX, LINE 11G, COL A: 2,375,707
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF TRUSTEES HAS RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FOFRM 990, PART IX, LINE 11G, OTHER FEES:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0UMTA TRUST
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0UMTA TRUST CAPTIVE LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0472319691
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt02870769
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0MT
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0CAPTIVE INSURANCE
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt02166937
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt0906 NE 19TH AVENUE
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0PORTLAND
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd097232
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0UNITED METAL TRADES ASSOCIATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt1UNITED METAL TRADES ASSOCIATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0930991444
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1930929070
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1OR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CONTRACT ADMINISTRATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1CLAIMS ADMINISTRATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0UEA INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1US BENEFITS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01919 NE PACIFIC STREET SUITE 200
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt11919 NE PACIFIC STREET SUITE 100
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0PORTLAND
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1PORTLAND
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1OR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd097232
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd197232
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0UNITED METAL TRADES ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NOT APPLICABLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2UNITED METAL TRADES ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0RETIREMENT PLAN FOR THE EMPLOYEES OF THE UMTA & ITS AFFILIATES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1UNITED METAL TRADES ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2401(K) PLAN OF THE UNITED METAL TRADES ASSN & ITS AFFILIATES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0930302009
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1930302009
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2930302009
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0DEFINED BENEFIT PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1LABOR RELATIONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2DEFINED CONTRIBUTION PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0906 NE 19TH AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1906 NE 19TH AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2906 NE 19TH AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PORTLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1PORTLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2PORTLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd097232
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd197232
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd297232
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE FILING ORGANIZATION IS A MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF JUNE 30, 2019, THERE ARE APPROXIMATELY 39 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (DISREGARDED ENTITY, TAX EXEMPT ORGANIZATION, PARTNERSHIP, TAXABLE CORPORATION OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. ALLIED SYSTEMS SUPREME GROUP COLUMBIA STEEL CASTING BOARD OF DIRECTORS DEPENDABLE PATTERN WORKS FOUGHT & COMPANY INC. GALVANIZERS COMPANY GMP LOCAL #139 GTE METAL FABRICATORS HARDER MECHANICAL HOGAN FAB INC INTEGRATED POWER SERVICES INTERSTATE MANUFACTURING IRONWORKERS SHOPMEN KACH MACHINE WORKS MAXCESS INTERNATIONAL OCHOCO MANUFACTURING OREGON AUTO SPRING VIGOR WORKS PACKAGE CONTAINERS PAUL BRONG MACHINE PEERLESS PATTERN WORKS PENINSULA IRON WORKS PIERCE PACIFIC PORTLAND BOLT & MFG CO. PORTLAND PATTERN WORKS PREMIER GEAR & MACHINE PULL IT CORPORATION RIVER CITY PATTERN ROCKMORE INTERNATIONAL ROEMER ELECTRIC RUAN TRANSPORTATION SMALL PARTS MANUFACTURING THE WESTERN GROUP THOMPSON METAL FAB TOM STEVENS BOILER REPAIR UEA INC. WILLAMETTE PATTERN WORKS ZIMMERMAN METALS
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS:
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt041665551
IRS990/TotalAssetsEOYAmt043298392
IRS990/TotalAssetsGrp/BOYAmt041665551
IRS990/TotalAssetsGrp/EOYAmt043298392
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt024415653
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04980599
IRS990/TotalLiabilitiesEOYAmt05475023
IRS990/TotalLiabilitiesGrp/BOYAmt04980599
IRS990/TotalLiabilitiesGrp/EOYAmt05475023
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt036684952
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt037823369
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt022615409
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0954971
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt022644255
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt023599226
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,298,392
Liabilities
$5,475,023
Net assets
$37,823,369
Revenue
$23,599,226
Expenses
$24,415,653
Net income
-$816,427
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.9$3.27$36.6$18.0$18.6$0.55
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.9$3.08$35.8$16.4$17.4$0.92
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.2$5.14$35.1$20.1$20.4$0.34
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.6$5.08$40.5$22.0$21.8$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.0$5.25$39.7$22.5$21.8$0.69
2019Detailed filing. Detailed filing data is available for this year.$43.3$5.48$37.8$23.6$24.4$0.82
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.7$4.98$36.7$22.8$20.1$2.72
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.3$5.56$34.7$27.8$26.7$1.13
2016Detailed filing. Detailed filing data is available for this year.$39.7$5.63$34.1$32.7$27.2$5.44
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.1$6.58$28.5$37.3$33.1$4.21
2014Detailed filing. Detailed filing data is available for this year.$33.1$7.90$25.2$37.4$33.7$3.62
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.5$3.87$20.6$37.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.7$6.34$17.4$46.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.8$5.56$18.2$42.9
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.6$4.95$16.7$39.4
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