Liabilities / Assets
61st percentile
Higher debt load relative to assets than 61% of similar nonprofits.
990 • Fiscal year 2023 • EIN 93-6041903
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
61st percentile
Higher debt load relative to assets than 61% of similar nonprofits.
Liabilities / Revenue
82nd percentile
Higher debt load relative to revenue than 82% of similar nonprofits.
Net Margin
59th percentile
Higher net margin than 59% of similar nonprofits.
Top Officer Pay
44th percentile
Higher top officer pay than 44% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
45th percentile
Faster asset growth than 45% of similar nonprofits.
Revenue Growth
42nd percentile
Faster revenue growth than 42% of similar nonprofits.
Assets
Up$34,706,454
Up $2,244,402 (+6.9%) from 2022
Net Assets
Up$31,722,062
Up $2,638,463 (+9.1%) from 2022
Liabilities
Down$2,984,392
Down $394,061 (-12%) from 2022
Revenue
Up$11,911,048
Up $502,219 (+4.4%) from 2022
Expenses
Down$11,043,413
Down $1,359,746 (-11%) from 2022
Net Income
Up$867,635
Up $1,861,965 (+187%) from 2022
To provide health & welfare benefits to eligible participants as specified in the plan.
Provide health & welfare benefits.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $29,083,599 | $31,722,062 | ▲ $2,638,463 |
| Investments in Publicly Traded Securities | $26,410,347 | $27,277,077 | ▲ $866,730 |
| Investments Other Securities | $4,947,297 | $5,263,759 | ▲ $316,462 |
| Accounts Receivable | $946,985 | $1,040,863 | ▲ $93,878 |
| Cash and Non-Interest-Bearing Accounts | $108,468 | $720,763 | ▲ $612,295 |
| Savings and Temporary Cash Investments | - | $399,283 | - |
| Prepaid Expenses and Deferred Charges | $48,955 | $4,709 | ▼ $44,246 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $32,462,052 | $34,706,454 | ▲ $2,244,402 |
| Liabilities | |||
| Other Liabilities | $3,252,304 | $2,739,124 | ▼ $513,180 |
| Accounts Payable and Accrued Expenses | $87,427 | $217,126 | ▲ $129,699 |
| Deferred Revenue | $38,722 | $28,142 | ▼ $10,580 |
| Total Liabilities | $3,378,453 | $2,984,392 | ▼ $394,061 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $29,083,599 | $31,722,062 | ▲ $2,638,463 |
| Total Liabilities and Net Assets / Fund Balance | $32,462,052 | $34,706,454 | ▲ $2,244,402 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Securities | $5,263,759 | - | - |
| Name | Title |
|---|---|
| Kellye Wise | Mgmt Trustee Co-chair |
| Brandon Bryant | Union Trustee Co-chair |
| Kim Eckroth | Mgmt Trustee |
| Mary Singer | Mgmt Trustee |
| Grady Lowery | Union Trustee |
| Mike Hicks | Union Trustee |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Premera Blue Cross | Claims Payer | 7001 220TH ST SW BLDG 1, Mountlake Terrace, WA 98043 | $440,371 |
| Benesys INC | Third Party Administrator | 5331 S MACADAM AVE 200, Portland, OR 97239 | $161,861 |
| Mercer Health & Benefits | Consulting | 400 WEST MARKET STREET 500, Louisville, KY 40202 | $143,700 |
| Line Item | Amount |
|---|---|
| Other Expenses | $1,183,472 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $9,859,941 |
| Other Expenses | - | - | - | $479,396 |
| Fees for Services Other | - | - | - | $238,700 |
| Fees for Services Management | - | - | - | $161,721 |
| Fees for Services Legal | - | - | - | $87,979 |
| Fees for Services Accounting | - | - | - | $70,114 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $67,161 |
| Insurance | - | - | - | $57,486 |
| Office Expenses | - | - | - | $15,136 |
| Conferences and Meetings | - | - | - | $5,779 |
| Total Functional Expenses | $0 | $0 | $0 | $11,043,413 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $11,489,432 |
| Total Expenses per Audited Statements | $11,489,432 |
| Total Expenses per Form 990 | $11,043,413 |
| Expenses Not Reported on Form 990 | $0 |
| Expenses Not Reported on Financial Statements | $-446,019 |
| Other Expense Adjustments | $-513,180 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Lag Months Eligibility Coverage | $1,510,207 |
| Claims Payable and Incurred But Not Reported | $1,168,038 |
| Amounts Due to Insurance Companies | $60,879 |
“The trust does not have any committees that act on behalf of the board apart from those documented within the full board minutes.”
“The form 990 was provided to the plan's board of trustees before it was filed.”
“The organization requires annual certification from board members and reviews their responses.”
“The plan made its governing documents, conflict of interest policy, and financial statements available to the public.”
“Trustees are not compensated by the trust. Compensation paid to trustees employed by other tax-exempt organizations is reported on form 990 filed with the irs by the related tax-exempt organization. If you would like additional information, please contact the trust administrator.”
“The process and methods used by the board of directors to select the independent audit firm has not changed from the prior year.”
“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”
“Change in benefit obligations -513,180.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 87427 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 217126 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 946985 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 1040863 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | PROVIDE HEALTH & WELFARE BENEFITS. |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 9859941 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | BENESYS INC |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 5032240048 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 5331 S MACADAM AVE SUITE 220 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | PORTLAND |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OR |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 97239 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 108468 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 720763 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 3 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 5779 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 440371 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 161861 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 2 | 143700 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 7001 220TH ST SW BLDG 1 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | 5331 S MACADAM AVE 200 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 2 | 400 WEST MARKET STREET 500 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | MOUNTLAKE TERRACE |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | PORTLAND |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 2 | LOUISVILLE |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | WA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | OR |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 2 | KY |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 98043 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 97239 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 2 | 40202 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | PREMERA BLUE CROSS |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 1 | BENESYS INC |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 2 | MERCER HEALTH & BENEFITS |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | CLAIMS PAYER |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | THIRD PARTY ADMINISTRATOR |
| IRS990/ContractorCompensationGrp/ServicesDesc | 2 | CONSULTING |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 9859941 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 1392221 |
| IRS990/CYOtherExpensesAmt | 0 | 1183472 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 10518827 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 867635 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 11043413 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 11911048 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 38722 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 28142 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 15 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 70114 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 87979 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 161721 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 238700 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 67161 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | KELLYE WISE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | MARY SINGER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | BRANDON BRYANT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | KIM ECKROTH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | MIKE HICKS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | GRADY LOWERY |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | MGMT TRUSTEE CO-CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | MGMT TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | UNION TRUSTEE CO-CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | MGMT TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | UNION TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | UNION TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1967 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 255258 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 6 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 14170837 |
| IRS990/GrossReceiptsAmt | 0 | 25826627 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 0 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InsuranceGrp/TotalAmt | 0 | 57486 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 1136963 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 1136963 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 4947297 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 5263759 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 26410347 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 27277077 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | WA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 13915579 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 0 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 29083599 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 31722062 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 255258 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 255258 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 1770828 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 15136 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | CLAIMS ADMINISTRATION |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 479396 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 3252304 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 2739124 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 48955 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 4709 |
| IRS990/PrincipalOfficerNm | 0 | MARY SINGER |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 3 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | PARTICIPANT CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | LIQUIDATED DAMAGES & INTEREST |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | SECURITIES LITIGATION PROCEEDS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 9986484 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 428141 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 104084 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 3 | 118 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 9986484 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 428141 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 104084 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 118 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 11143810 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 404474 |
| IRS990/PYOtherExpensesAmt | 0 | 1259349 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 11004355 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -994330 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 12403159 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 11408829 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 867635 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 1 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 29083599 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 31722062 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 399283 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | -446019 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 11489432 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 67161 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 67161 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 1770828 |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | -513180 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 60879 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 1168038 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 2 | 1510207 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | AMOUNTS DUE TO INSURANCE COMPANIES |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | CLAIMS PAYABLE AND INCURRED BUT NOT REPORTED |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 2 | LAG MONTHS ELIGIBILITY COVERAGE |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 0 | 5263759 |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | LIMITED PARTNERSHIP |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 0 | F |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 1770828 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 67161 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 11843887 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | CHANGE IN BENEFIT OBLIGATIONS -513,180. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | PART XII, LINE 4B - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalBookValueSecuritiesAmt | 0 | 5263759 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 11043413 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 2739124 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 11911048 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 13614715 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 11489432 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE TRUST DOES NOT HAVE ANY COMMITTEES THAT ACT ON BEHALF OF THE BOARD APART FROM THOSE DOCUMENTED WITHIN THE FULL BOARD MINUTES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE FORM 990 WAS PROVIDED TO THE PLAN'S BOARD OF TRUSTEES BEFORE IT WAS FILED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE ORGANIZATION REQUIRES ANNUAL CERTIFICATION FROM BOARD MEMBERS AND REVIEWS THEIR RESPONSES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE PLAN MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER TAX-EXEMPT ORGANIZATIONS IS REPORTED ON FORM 990 FILED WITH THE IRS BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE TRUST ADMINISTRATOR. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | THE PROCESS AND METHODS USED BY THE BOARD OF DIRECTORS TO SELECT THE INDEPENDENT AUDIT FIRM HAS NOT CHANGED FROM THE PRIOR YEAR. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 8B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VII, SECTION A, LINE 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PART X, LINE 2C: |
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| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd | 0 | N/A |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501(C)(5) |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | SUPPORTING LOCAL |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt | 0 | N/A |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | GLADSTONE |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 97027 |
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| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 0 |
| IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt | 0 | THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTI-EMPLOYER TRUST THAT PROVIDES HEALTH BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF DECEMBER 31, 2023, THERE ARE APPROXIMATELY 19 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 ADMINISTRATION 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. AMENTUM BELL & LUMBER POLE CO BUTTE SCHOOL DISTRICT #1 CASTLE & COLEMAN LOGGING CITY OF INTERNATIONAL FALLS CITY OF REEDSPORT CITY OF WINSTON CLEARWATER PAPER CORPORATION COLLINS PRODUCTS LLC GREEN DIAMOND RESOURCE CO KOONTZ MACHINE & WELDING KOPPERS COMPANY MASON COUNTY CORRECTIONS NW CONTEXT. CONGREGATIONS ROSEBERG FOREST PRODUCTS CO. WEBFOOT TRUCK & EQUIPMENT WEYERHAEUSER WOODWORKERS LOCAL LODGE W12 |
| IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 32462052 |
| IRS990/TotalAssetsEOYAmt | 0 | 34706454 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 32462052 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 34706454 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 15 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 11043413 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 3378453 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 2984392 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 3378453 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 2984392 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 29083599 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 31722062 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 10518827 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 1392221 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 10518827 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 11911048 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 6 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 32462052 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 34706454 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 5331 S MACADAM AVE 220 |
| IRS990/USAddress/CityNm | 0 | PORTLAND |
| IRS990/USAddress/StateAbbreviationCd | 0 | OR |
| IRS990/USAddress/ZIPCd | 0 | 97239 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 6 |
| IRS990/VotingMembersIndependentCnt | 0 | 0 |
| IRS990/WebsiteAddressTxt | 0 | WWW.OURBENEFITOFFICE.COM/NELSON/BENEFITS/ |
| IRS990/WhistleblowerPolicyInd | 0 | 1 |
| ReturnHeader/BuildTS | 0 | 2024-10-15 13:58:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | MARY SINGER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | CO-CHAIR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5032240048 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-11-04 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | THE NELSON TRUST |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | NELS |
| ReturnHeader/Filer/EIN | 0 | 936041903 |
| ReturnHeader/Filer/PhoneNum | 0 | 5032240048 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 5331 S MACADAM AVE 220 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | PORTLAND |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OR |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 97239 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 0 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 410746749 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CLIFTONLARSONALLEN LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 10700 NORTHUP WAY SUITE 200 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BELLEVUE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 980041446 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4252506100 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2024-11-04 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | MICHAEL T MEAD CPA |
| ReturnHeader/ReturnTs | 0 | 2024-11-08T12:47:53-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
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Displayed year
2023 • Form 990Detailed filing. Detailed filing data is available for this year.