Civic Intelligence

Umta Trust

990 • Fiscal year 2023 • EIN 93-6029224

Jul 01, 2022 to Jun 30, 2023 • Filed on May 14, 2024

Organization ProfileN/A

View Organization Page

1919 NE Pacific Street 200Portland, OR 97232

(503) 235-8363

Siviq Scores

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

Liabilities / Assets

61st percentile

0.08x

Higher debt load relative to assets than 61% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

78th percentile

0.19x

Higher debt load relative to revenue than 78% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2023

Net Margin

20th percentile

-5.6%

Higher net margin than 20% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2023 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2023

Asset Growth

19th percentile

-3.2%

Faster asset growth than 19% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-18%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$38,905,735

Down $1,283,558 (-3.2%) from 2022

Net Assets

Up

$35,828,358

Up $778,304 (+2.2%) from 2022

Liabilities

Down

$3,077,377

Down $2,061,862 (-40%) from 2022

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin20th percentile

Revenue

Down

$16,433,080

Down $3,643,021 (-18%) from 2022

Expenses

Down

$17,350,162

Down $3,062,657 (-15%) from 2022

Net Income

Down

-$917,082

Down $580,364 (-172%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2023

Assets$38,905,735
Liabilities$3,077,377
Net Assets$35,828,358
Open 2023 Filing

Operations Trend

Revenue Growth9th 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

2023

Revenue$16,433,080
Expenses$17,350,162
Net Income-$917,082
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 14, 2024
Return Version
2022v5.0
Gross Receipts
$48,157,585
Mission and Program Overview

Mission

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

SEE SCHEDULE O.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$35,050,054$35,828,358▲ $778,304
Investments in Publicly Traded Securities$36,037,062$34,682,634▼ $1,354,428
Cash and Non-Interest-Bearing Accounts$3,574,844$3,504,264▼ $70,580
Accounts Receivable$558,421$701,138▲ $142,717
Prepaid Expenses and Deferred Charges$18,966$17,699▼ $1,267
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$40,189,293$38,905,735▼ $1,283,558
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$3,335,862$1,536,804▼ $1,799,058
Deferred Revenue$1,411,040$1,333,454▼ $77,586
Accounts Payable and Accrued Expenses$392,337$207,119▼ $185,218
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$5,139,239$3,077,377▼ $2,061,862
Net Assets / Fund Balance
Total Net Assets Fund Balance$35,050,054$35,828,358▲ $778,304
Total Liabilities and Net Assets / Fund Balance$40,189,293$38,905,735▼ $1,283,558
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
John RudiTrustee
Martha CoxTrustee
See Sch O for CompensationPaid by Related Organizations.

Highest Paid Contractors

ContractorServicesLocationCompensation
US Benefits IncClaims Admin1919 NE Pacific St Ste 100, Portland, OR 97232$944,817
UEA IncContract Admin1919 NE Pacific St Ste 200, Portland, OR 97232$707,964
The Cigna GroupClaims Admin900 Cottage Grove Road, Bloomfield, CT 06002$329,735
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$16,767,425
Investment Income
$-350,779
Other Revenue
$16,434
Change in Net Assets
$-917,082

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,323,042
Revenue Not Reported on Financial Statements
$110,038
Revenue Not Reported on Form 990
$1,695,386
Total Revenue per Audited Statements
$18,018,428
Total Revenue per Form 990
$16,433,080
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,500,704
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---$14,849,458
Fees for Services Other---$2,146,609
Fees for Service Investment Mgmnt Fees---$110,038
Information Technology---$62,559
Fees for Services Legal---$57,675
Fees for Services Management---$45,000
Fees for Services Accounting---$36,300
Insurance---$28,498
Other Expenses---$8,878
Travel---$15
Total Functional Expenses$0$0$0$17,350,162

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$19,039,182
Total Expenses per Audited Statements$19,039,182
Total Expenses per Form 990$17,350,162
Expenses Not Reported on Financial Statements$-1,689,020
Other Expense Adjustments$-1,799,058
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$1,499,410
Insurance Premiums Payable$37,394
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 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
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 organization'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.”

FORM 990 PART VII, SECTION A LINE 1A:

“Trustees are not compensated by the trust. The trustees of the umta trust are comprised of employees among the subscribing entities that make up the trust's membership. If you would like additional information, please contact rebecca bothne, controller.”

Filing and Contact Details

Filer

Filer Name
Umta Trust
EIN
93-6029224
In Care Of
% REBECCA BOTHNE CONTROLLER
Phone
5032358363
Address
1919 NE Pacific Street 200, Portland, OR 97232

Signing Officer

Name
Martha Cox
Title
Trustee
Phone
5032358363
Signed
2024-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Martha Cox
Formed
1950
Legal Domicile
Or
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Withumsmithbrownpc
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94582
Preparer
James N Browning
Phone
9252779100
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:

“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.”

FORM 990, PART XII, LINE 2C:

“THE BOARD OF TRUSTEES HAS THE RESPONSIBILITY FOR oversight of the audit and selection OF AN INDEPENDENT AUDITOR. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.”

Form 990 Part IX Line 11G

“Description:plan administration total fees:1616798”

Form 990 Part IX Line 11G

“Description:containment services total fees:388234”

Form 990 Part IX Line 11G

“Description:consulting/actuarial total fees:115417”

Form 990 Part IX Line 11G

“Description:pharmacy admin total fees:26160”

Financial Statement Notes

Part X, Line 2:

“Accounting principles generally accepted in the United States of America require Plan management to evaluate 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, 2023 and 2022, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or assets) 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 periods in progress.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Changes in benefit obligations: -1,799,058”

Raw XML AppendixShowing 400 of 509 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/NetAssetsOrFundBalancesEOYAmt035828358
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1302302
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1302302
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
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IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OfficeExpensesGrp/TotalAmt00
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IRS990/OtherExpensesGrp/Desc1PCORI FEES
IRS990/OtherExpensesGrp/TotalAmt05132
IRS990/OtherExpensesGrp/TotalAmt18878
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IRS990/OtherLiabilitiesGrp/EOYAmt01536804
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0PROCESSING FEES & FINANCE INC
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt09623
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt16811
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt09623
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt16811
IRS990/OtherRevenueTotalAmt016434
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
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IRS990/PayrollTaxesGrp/TotalAmt00
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017699
IRS990/PrincipalOfficerNm0MARTHA COX
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IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt016656984
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1110441
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt016656984
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1110441
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IRS990/PYBenefitsPaidToMembersAmt017840221
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IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt02572598
IRS990/PYOtherRevenueAmt034964
IRS990/PYProgramServiceRevenueAmt017790069
IRS990/PYRevenuesLessExpensesAmt0-336718
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt020412819
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt020076101
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-917082
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IRS990/RelatedEntityInd0true
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IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt035050054
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt035828358
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IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0110038
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0110038
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01695386
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-1799058
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01499410
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt137394
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE AND IBNR
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1INSURANCE PREMIUMS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt01695386
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0110038
IRS990ScheduleD/RevenueSubtotalAmt016323042
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require Plan management to evaluate 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, 2023 and 2022, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or assets) 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 periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Changes in benefit obligations: -1,799,058
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalExpensesPerForm990Amt017350162
IRS990ScheduleD/TotalLiabilityAmt01536804
IRS990ScheduleD/TotalRevenuePerForm990Amt016433080
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt018018428
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt019039182
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE DIRECTOR OF OPERATIONS, THE ORGANIZATION'S ACCOUNTANT, AND THE TRUSTEES REVIEW THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3IF 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/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND CONSOLIDATED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR SUCH INFORMATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRUSTEES ARE NOT COMPENSATED BY THE TRUST. THE TRUSTEES OF THE UMTA TRUST ARE COMPRISED OF EMPLOYEES AMONG THE SUBSCRIBING ENTITIES THAT MAKE UP THE TRUST'S MEMBERSHIP. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT REBECCA BOTHNE, CONTROLLER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD OF TRUSTEES HAS THE RESPONSIBILITY FOR oversight of the audit and selection OF AN INDEPENDENT AUDITOR. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DESCRIPTION:PLAN ADMINISTRATION TOTAL FEES:1616798
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DESCRIPTION:CONTAINMENT SERVICES TOTAL FEES:388234
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DESCRIPTION:CONSULTING/ACTUARIAL TOTAL FEES:115417
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10DESCRIPTION:PHARMACY ADMIN TOTAL FEES:26160
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990 PART VII, SECTION A LINE 1A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990 PART IX LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990 PART IX LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990 PART IX LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990 PART IX LINE 11G
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0UMTA Trust
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0UMTA Trust Captive LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0472319691
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt00
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0MT
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0Captive insur
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt01249551
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt0906 NE 19th Avenue
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0Portland
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd097232
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0SEE PART VII
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt1SEE PART VII
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0930991444
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1930929070
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C Corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C Corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1OR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Contract admin
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1Claims admini
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
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd197232
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0SEE PART VII
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1na
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2See Part VII
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Retirement Plan for the Employees of the
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1United Metal Trades Association
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2401(k) Plan of the United Metal Trades A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0930302009
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1930302009
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2930302009
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501 (C) (6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501 (A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SEE PART VII
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1SEE PART VII
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2See Part VII
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0906 NE 19th Avenue

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,905,735
Liabilities
$3,077,377
Net assets
$35,828,358
Revenue
$16,433,080
Expenses
$17,350,162
Net income
-$917,082
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
2023Detailed filing. Detailed filing data is available for this year.$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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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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