Civic Intelligence

Operating Engineers Local 501 Security Fund

990 • Fiscal year 2013 • EIN 95-6049026

Oct 01, 2012 to Sep 30, 2013 • Filed on Jul 28, 2014

Organization ProfileWWW.OURBENEFITOFFICE.COM/OELOCAL501/BENEFITS

View Organization Page

13191 Crossroads Pkwy North No 20591746
Siviq Scores

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

Liabilities / Assets

91st percentile

0.59x

Higher debt load relative to assets than 91% of similar nonprofits.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

85th percentile

20%

Faster asset growth than 85% of similar nonprofits.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$17,149,639

Up $2,867,198 (+20%) from 2012

Net Assets

Up

$7,070,150

Up $964,016 (+16%) from 2012

Liabilities

Up

$10,079,489

Up $1,903,182 (+23%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$38,965,351

Up $2,950,673 (+8.2%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$150M$100M$50M$0Assets 2010: $14,148,791Liabilities 2010: $8,734,930Net Assets 2010: $5,413,8612010Assets 2011: $14,901,906Liabilities 2011: $9,868,389Net Assets 2011: $5,033,5172011Assets 2012: $14,282,441Liabilities 2012: $8,176,307Net Assets 2012: $6,106,1342012Assets 2013: $17,149,639Liabilities 2013: $10,079,489Net Assets 2013: $7,070,1502013Assets 2014: $23,538,276Liabilities 2014: $8,377,285Net Assets 2014: $15,160,9912014Assets 2015: $34,580,326Liabilities 2015: $8,317,075Net Assets 2015: $26,263,2512015Assets 2016: $49,058,038Liabilities 2016: $8,804,430Net Assets 2016: $40,253,6082016Assets 2017: $58,093,638Liabilities 2017: $8,417,477Net Assets 2017: $49,676,1612017Assets 2018: $71,260,739Liabilities 2018: $13,023,135Net Assets 2018: $58,237,6042018Assets 2019: $80,069,086Liabilities 2019: $10,390,871Net Assets 2019: $69,678,2152019Assets 2020: $91,769,992Liabilities 2020: $10,624,830Net Assets 2020: $81,145,1622020Assets 2021: $104,572,934Liabilities 2021: $12,511,917Net Assets 2021: $92,061,0172021Assets 2022: $102,185,036Liabilities 2022: $13,827,759Net Assets 2022: $88,357,2772022Assets 2023: $114,241,771Liabilities 2023: $16,998,699Net Assets 2023: $97,243,0722023Assets 2024: $130,281,600Liabilities 2024: $17,830,318Net Assets 2024: $112,451,2822024

Highlighted filing

2013

Assets$17,149,639
Liabilities$10,079,489
Net Assets$7,070,150
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80M$60M$40M$20M$0Expenses 2010: $29,572,9262010Expenses 2011: $34,906,4712011Expenses 2012: $36,014,6782012Expenses 2013: $38,965,3512013Revenue 2014: $46,669,646Expenses 2014: $38,221,462Net Income 2014: $8,448,1842014Revenue 2015: $48,024,909Expenses 2015: $36,940,252Net Income 2015: $11,084,6572015Revenue 2016: $48,507,449Expenses 2016: $35,328,969Net Income 2016: $13,178,4802016Revenue 2017: $45,622,667Expenses 2017: $36,027,649Net Income 2017: $9,595,0182017Revenue 2018: $46,175,139Expenses 2018: $36,651,271Net Income 2018: $9,523,8682018Revenue 2019: $49,108,296Expenses 2019: $37,835,619Net Income 2019: $11,272,6772019Revenue 2020: $47,986,742Expenses 2020: $39,029,254Net Income 2020: $8,957,4882020Revenue 2021: $56,458,139Expenses 2021: $42,983,128Net Income 2021: $13,475,0112021Revenue 2022: $56,913,937Expenses 2022: $48,746,090Net Income 2022: $8,167,8472022Revenue 2023: $60,448,238Expenses 2023: $55,555,813Net Income 2023: $4,892,4252023Revenue 2024: $63,748,807Expenses 2024: $59,157,490Net Income 2024: $4,591,3172024

Highlighted filing

2013

Revenue-
Expenses$38,965,351
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2012 to Sep 30, 2013
Signed
Jul 28, 2014
Return Version
2012v2.1
Gross Receipts
$43,577,594
Mission and Program Overview

Mission

To provide health and welfare benefits.

Filing and Contact Details

Filer

EIN
95-6049026
Raw XML AppendixShowing 400 of 411 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReview00
IRS990/AccountsPayableAccruedExpenses/BOY084766
IRS990/AccountsPayableAccruedExpenses/EOY0179744
IRS990/AccountsReceivable/BOY03326286
IRS990/AccountsReceivable/EOY04622517
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0TO PROVIDE HEALTH AND WELFARE BENEFITS.
IRS990/AddressPrincipalOfficerUS/AddressLine1013191 CROSSROADS PKWY NORTH NO 205
IRS990/AddressPrincipalOfficerUS/City0CITY OF INDUSTRY
IRS990/AddressPrincipalOfficerUS/State0CA
IRS990/AddressPrincipalOfficerUS/ZIPCode091746
IRS990/AnnualDisclosureCoveredPersons00
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY036892562
IRS990/BenefitsPaidToMembersPriorYear034091738
IRS990/BenefitsToMembers/Total036892562
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CapStckTrstPrinCurrentFunds/BOY00
IRS990/CapStckTrstPrinCurrentFunds/EOY00
IRS990/CashNonInterestBearing/BOY01863802
IRS990/CashNonInterestBearing/EOY03227563
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ComplianceWithBackupWitholding01
IRS990/ConferencesMeetings/Total0874
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1013191 CROSSROADS PKWY N STE 205
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine112650 N TENAYA WY
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1221555 OXNARD ST
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City0CITY OF INDUSTRY
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City1LAS VEGAS
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City2WOODLAND HILLS
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State0CA
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State1NV
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State2CA
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode091746
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode189128
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode291367
IRS990/ContractorCompensation/Compensation01098958
IRS990/ContractorCompensation/Compensation1140853
IRS990/ContractorCompensation/Compensation2139794
IRS990/ContractorCompensation/DescriptionOfServices0CONTRACT ADMINISTRATOR
IRS990/ContractorCompensation/DescriptionOfServices1COST CONTAINMENT
IRS990/ContractorCompensation/DescriptionOfServices2NETWORK ACCESS FEES
IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine10BENEFIT PROGRAMS ADMIN
IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine11SIERRA HEALTHCARE
IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine12ANTHEM BLUE CROSS OF CALIFORNIA
IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DeferredRevenue/BOY0192493
IRS990/DeferredRevenue/EOY0305351
IRS990/DelegationOfManagementDuties01
IRS990/DescribedIn501C300
IRS990/Description0PROVIDED HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy01
IRS990/DonorAdvisedFunds00
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers00
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesAccounting/Total090090
IRS990/FeesForServicesInvstMgmntFees/Total036686
IRS990/FeesForServicesLegal/Total0127116
IRS990/FeesForServicesManagement/Total01010420
IRS990/FeesForServicesOther/Total0620743
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek05.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek15.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek25.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek35.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek45.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek55.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek65.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek75.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/NamePerson0PAUL BENSI
IRS990/Form990PartVIISectionA/NamePerson1MICHAEL LATHAM
IRS990/Form990PartVIISectionA/NamePerson2MILLIE BISONO
IRS990/Form990PartVIISectionA/NamePerson3WENDY NUTT
IRS990/Form990PartVIISectionA/NamePerson4JESS ATKINSON
IRS990/Form990PartVIISectionA/NamePerson5DENISE VUKOJEVICH
IRS990/Form990PartVIISectionA/NamePerson6EDWARD CURLY
IRS990/Form990PartVIISectionA/NamePerson7THOMAS O'MAHAR
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/Title0CHAIRMAN
IRS990/Form990PartVIISectionA/Title1TRUSTEE
IRS990/Form990PartVIISectionA/Title2TRUSTEE
IRS990/Form990PartVIISectionA/Title3TRUSTEE
IRS990/Form990PartVIISectionA/Title4TRUSTEE
IRS990/Form990PartVIISectionA/Title5TRUSTEE
IRS990/Form990PartVIISectionA/Title6TRUSTEE
IRS990/Form990PartVIISectionA/Title7TRUSTEE
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FSAuditedBasis/FinancialStatementSeparate0X
IRS990/FundraisingActivities00
IRS990/GainOrLoss/Securities0-66705
IRS990/Gaming00
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Securities03549483
IRS990/GrossReceipts043577594
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt01
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXII0X
IRS990/Insurance/Total012221
IRS990/InvestmentIncomeCurrentYear0230147
IRS990/InvestmentIncome/ExclusionAmount0296852
IRS990/InvestmentIncomePriorYear0421916
IRS990/InvestmentIncome/TotalRevenueColumn0296852
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsPubTradedSecurities/BOY08481913
IRS990/InvestmentsPubTradedSecurities/EOY08620474
IRS990/LessCostOthBasisSalesExpenses/Securities03616188
IRS990/LoanToOfficerOrDQP00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees00
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0TO PROVIDE HEALTH AND WELFARE BENEFITS.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0PAUL BENSI
IRS990/NbrIndependentVotingMembers00
IRS990/NbrVotingGoverningBodyMembers07
IRS990/NbrVotingMembersGoverningBody07
IRS990/NetAssetsOrFundBalancesBOY06106134
IRS990/NetAssetsOrFundBalancesEOY07070150
IRS990/NetGainOrLossInvestments/ExclusionAmount0-66705
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0-66705
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109602
IRS990/NumberIndependentVotingMembers00
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K03
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficeExpenses/Total0151077
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c0X
IRS990/OtherExpensePriorYear01922940
IRS990/OtherExpensesCurrentYear02072789
IRS990/OtherExpenses/Description0MEMBERSHIP DUES
IRS990/OtherExpenses/Total019089
IRS990/OtherLiabilities/BOY07899048
IRS990/OtherLiabilities/EOY09594394
IRS990/OtherRevenueCurrentYear0327
IRS990/OtherRevenueMisc/BusinessCode0900099
IRS990/OtherRevenueMisc/Description0OTHER REVENUE
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome0327
IRS990/OtherRevenueMisc/TotalRevenueColumn0327
IRS990/OtherRevenuePriorYear04340
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation00
IRS990/PoliticalActivities00
IRS990/PrepaidExpensesDeferredCharges/BOY03710
IRS990/PrepaidExpensesDeferredCharges/EOY03564
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenue/BusinessCode0900099
IRS990/ProgramServiceRevenue/BusinessCode1900099
IRS990/ProgramServiceRevenue/BusinessCode2900099
IRS990/ProgramServiceRevenue/BusinessCode3900099
IRS990/ProgramServiceRevenue/BusinessCode4900099
IRS990/ProgramServiceRevenueCY039730932
IRS990/ProgramServiceRevenue/Description0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenue/Description1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenue/Description2STOP LOSS REIMBURSEMENT
IRS990/ProgramServiceRevenue/Description3PRESCRIPTION REBATE
IRS990/ProgramServiceRevenue/Description4MEDICARE PART D SUBSIDY
IRS990/ProgramServiceRevenuePriorYear034990155
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome035956228
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome12938738
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome2321465
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome3297776
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome4216725
IRS990/ProgramServiceRevenue/TotalRevenueColumn035956228
IRS990/ProgramServiceRevenue/TotalRevenueColumn12938738
IRS990/ProgramServiceRevenue/TotalRevenueColumn2321465
IRS990/ProgramServiceRevenue/TotalRevenueColumn3297776
IRS990/ProgramServiceRevenue/TotalRevenueColumn4216725
IRS990/ProhibitedTaxShelterTrans00
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses0996055
IRS990/ReconciliationUnrealizedInvest0-32039
IRS990/RegularMonitoringEnforcement00
IRS990/RelatedEntity01
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote01
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities01
IRS990/ReportProgRelInvest00
IRS990/RetainedEarningsEndowmentEtc/BOY06106134
IRS990/RetainedEarningsEndowmentEtc/EOY07070150
IRS990/RevenuesLessExpensesCY0996055
IRS990/RevenuesLessExpensesPriorYear0-598267
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear00
IRS990/SavingsAndTempCashInvestments/BOY0606730
IRS990/SavingsAndTempCashInvestments/EOY0675521
IRS990/ScheduleBRequired00
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt01662686
IRS990ScheduleD/ExpensesSubtotal037302665
IRS990ScheduleD/FootnoteInPartXIII0X
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0PART 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 BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF SEPTEMBER 30, 2013, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO SEPTEMBER 30, 2010.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation1OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART X, LINE 2:
IRS990ScheduleD/InvestmentExpensesNotIncluded036686
IRS990ScheduleD/InvestmentExpensesNotIncluded2036686
IRS990ScheduleD/NetUnrealizedGainsInvestments0-32039
IRS990ScheduleD/OtherExpensesNotIncluded01626000
IRS990ScheduleD/OtherLiabilities/Amount03489000
IRS990ScheduleD/OtherLiabilities/Amount15963000
IRS990ScheduleD/OtherLiabilities/Amount2142394
IRS990ScheduleD/OtherLiabilities/Description0CLAIMS PAYABLE AND IBNR
IRS990ScheduleD/OtherLiabilities/Description1ACCUMULATED ELIGIBILITY CREDITS
IRS990ScheduleD/OtherLiabilities/Description2CONTRIB REC'D ON BEHALF OF PENSION PLAN
IRS990ScheduleD/RevenueNotRptdF9900-32039
IRS990ScheduleD/RevenueNotRptdOnFinStmt036686
IRS990ScheduleD/RevenueSubtotal039924720
IRS990ScheduleD/TotalExpensesPerForm990038965351
IRS990ScheduleD/TotalOfAmounts09594394
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalRevenuePerForm990039961406
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt037302665
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt039892681
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0THE PLAN HAS A CONTRACT WITH BENEFIT PROGRAMS ADMINISTRATION (BPA) TO PROVIDE DAY TO DAY ADMINISTRATIVE SERVICES FOR THE ORGANIZATION.
IRS990ScheduleO/GeneralExplanation/Explanation1THERE ARE NO OTHER COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/GeneralExplanation/Explanation2PRIOR TO FILING, THE FORM 990 IS REVIEWED BY THE FUND MANAGER AND THEN BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/GeneralExplanation/Explanation3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation4FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES ASSUMES RESPONSIBILTY FOR OVERSIGHT OF THE ANNUAL AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THERE HAS BEEN NO CHANGE IN THIS PROCESS FROM PRIOR YEAR.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION C, LINE 19
IRS990/ScheduleORequired01
IRS990ScheduleR/DividendsRelatedOrganization00
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine102405 WEST 3RD STREET
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0LOS ANGELES
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode090057
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA0N/A
IRS990ScheduleR/Form990ScheduleRPartII/EIN0951751526
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(C)(5)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0CA
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL NO 501
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0LABOR UNION
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus0N/A
IRS990ScheduleR/Form990ScheduleRPartVII/Explanation0SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS: THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF SEPTEMBER 30,2013, THERE ARE 107 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. BPCE FOR: PROTECTIVE LININGS DIVISION ABM ENGINEERING SERVICES FOR: 21250 HAWTHORNE BLVD TORRANCE, CA CROWN ENERGY SERVICES INC D/B/A ABLE ENGINEERING SERVICES FOR:655 W BROADWAY SUITE 1460 RIO PROPERTIES, INC. DBA RIO ALL-SUITE HOTEL AND CASINO (FOR: ENGINEERS) HYATT CORPORATION D/B/A HYATT REGENCY CENTURY PLAZA HINES GS PROPERTIES, INC FOR: GOLDEN EAGLE PLAZA NATIONAL SECURITY TECHNOLOGIES, LLC VEOLIA ENERGY LOS ANGELES, INC. FOR: HOLLYWOOD AND HIGHLAND FACILITY HINES INSERESTS LIMITED PARTNERSHIP, A DELAWARE LIMITED PARTNERSHIP FOR: WARNER CENTER ACEPEX MANAGEMENT CORPORATION FOR: FEDERAL COURTHOUSE AND FED BLDG SHERATON OPERATING CORPORATION AS AN AGENT FOR HST LESSEE SOUTH COAST LP DBA THE WSTIN SOUTH COAST PLAZA JONES LANG LASALLE OF AMERICA, INC. FOR: MOBLIE ENGINEERING SVCS SODEXHO, INC. FOR: HOLLYWOOD PREBYTERIAN MEDICAL CENTER PLANT OPERATIONS AND MAINTENANCE CBRE TECHNICAL SERVICES, LLC FOR: MASTER ACCOUNT BROOKFIELD PROPERTIES MANAGEMENT, LLC CORNER INVESTMENT COMPANY, LLC DBA BILL'S GAMBLIN HALL AND SALON PRIDE INDUSTRIES CANCUN VACTION PLAN OWNERS ASSOCIATION SBEHG LAS VEGAS I, LLC DBA SAHARA HOTEL AND CASINO DESERT SPRINGS HOSPITAL AND MEDICAL CENTER HAYNESS BUILDING SERVICES, LLC LA LIVE PROPERTIES, LLC FOR: ENGINEERS ARAMARK UNIFORM & CARRER APPAREL, LLC A DELAWARE CORPORATION FOR: RIVERSIDE-ENGINNERS TRICOM MANAGEMENT, INC. FOR: JOCKEY CONDOMINIUM AQUARIUS LLC D/B/A AQUARIUS CASINO AND RESORT JOHNSON CONTROLS, INC. WESTIN OPERATOR, LLC DBA THE WESTIN LOS ANGELES AIRPORT HILTON GRAND VACATIONS COMPANY, LLC DBA HILTON GRAND VACATIONS CLUB AT THE LAS VEGAS HILTON HILTON PALM SPRINGS RESORT EXLUSIVE MANAGEMENT SERVICES, LP PORTFOLIO LAX, LLC DBA RADISSION HOTEL AT LOS ANGELES INTERNATIONAL AIRPORT RIO PROPERTIES, INC. DBA RIO ALL-SUITE HOTEL AND CASINO (FOR: SLOTS) HARBAUGH LAS VEGAS CORPORATION FOR: UBC INTERNATIONAL TRAINING CENTER METRO ENGINEERING INC BRADY LINEN SERVICES LLC FOR: 1100 FOREMASTER LANE, LAS VEGAS 1 W MAYFLOWER AVE NORTH LAS VEGAS, NV TROPICANA LAS VEGAS, INC. SHEN ZHEN NEW WORLD I, LLC DBA SHERATON UNIVERSAL HOTEL BROUGHTON HOTEL MANAGEMENT LLC D/B/A SPORTSMEN'S LODGE HOTEL KCORP TECHNOLOGY SERVICES INC FOR: CALEXICO/ANDRADE/PTAY MESA ,CA SHEN ZHEN NEW WORLD I, LLC DBA LOS ANGELES MARRIOTT DOWNTOWN ONE PARK BOULEVARD, LLC DBA HILTON SAN DIEGO BAYFRONT THE COLBURN SCHOOL J&J MAINTENANCE, INC D/B/A J&J WORLDWIDE SERVICES AND ENTERPRISE PROFESSIONAL SERVICES SHERATON OPERATING CORPORATION AS AN AGENT FOR HEI/ GC HOLLYWOOD & VINE HOTEL, LLC DBA W HOLLYWOOD HOTEL LOGISTICS & TECHNOLOGY SERVICES, (LTS) FOR: ISSOP - LTS GAINING CONTRACTOR, SAN DIEGO THE RIM CORPORATION, A CALIFORNIA CORPORATION, DBA RIM HOSPITALITY PARAGON SERVICES ENGINEERING, SAN DIEGO SERVIVES, LLC DBA FOR:THREE JOBSITES BREA, IRVINE, AND CULVER CITY CUSHFIELD MAINTENANCE WEST CORP FOR: WELLPOINT BUILDINGS, LOGMET LLC WILSON 5 SERVICE COMPANY, INC. FOR: RONALD REAGAN US FED. BUILDING AND US COURTHOUSE GSA CLOUGHERTY PACKING CO D/B/A FARMER JOHN STREMICKS HERITAGE FOODS, LLC ANHEUSER BUSCH, INC BAKER COMMODITIES, INC OASIS WEST REALTY, LLC DBA THE BEVERLY HILTON BW HOTEL LLC D/B/A BEVERLY WILSHIRE A FOUR SEASON HOTEL WHB BILTMORE, LLC DBA MILLENNI
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg00
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg00
IRS990ScheduleR/OtherTransferFromOtherOrg00
IRS990ScheduleR/OtherTransferToOtherOrg00
IRS990ScheduleR/PerformOfServicesByOtherOrgs00
IRS990ScheduleR/PerformOfServicesForOtherOrgs00
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg00
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties00
IRS990ScheduleR/ReimbursementPaidByOtherOrg00
IRS990ScheduleR/ReimbursementPaidToOtherOrg00
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs00
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs00
IRS990ScheduleR/SaleOfAssetsToOtherOrg00
IRS990ScheduleR/SharingOfFacilities00
IRS990ScheduleR/SharingOfPaidEmployees00
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0CA
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/Terminated00
IRS990/TermOrPermanentEndowments00
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine1013191 CROSSROADS PARKWAY NORTH
IRS990/TheBooksAreInCareOf/AddressUS/City0CITY OF INDUSTRY
IRS990/TheBooksAreInCareOf/AddressUS/State0CA
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode0917463434
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10CHRISTOPHER ESPINOZA - BENEFIT PROGRAMS ADMINISTRATION
IRS990/TheBooksAreInCareOf/TelephoneNumber05624635000
IRS990/TotalAssets/BOY014282441
IRS990/TotalAssetsBOY014282441
IRS990/TotalAssets/EOY017149639
IRS990/TotalAssetsEOY017149639
IRS990/TotalCompGT150K00
IRS990/TotalExpensesCurrentYear038965351
IRS990/TotalExpensesPriorYear036014678
IRS990/TotalFunctionalExpenses/Total038965351
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY08176307
IRS990/TotalLiabilitiesBOY08176307
IRS990/TotalLiabilities/EOY010079489
IRS990/TotalLiabilitiesEOY010079489
IRS990/TotalLiabNetAssetsFundBalances/BOY014282441
IRS990/TotalLiabNetAssetsFundBalances/EOY017149639
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY06106134
IRS990/TotalNetAssetsFundBalances/EOY07070150
IRS990/TotalOtherCompensation00
IRS990/TotalOtherRevenue0327
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceRevenue039730932
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear039961406
IRS990/TotalRevenue/ExclusionAmount0230147
IRS990/TotalRevenuePriorYear035416411
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome039731259
IRS990/TotalRevenue/TotalRevenueColumn039961406
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/Travel/Total04473
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome00
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy01
IRS990/YearFormation01952
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0956049026
ReturnHeader/Filer/Name/BusinessNameLine10OPERATING ENGINEERS LOCAL 501 SECURITY FUND
ReturnHeader/Filer/NameControl0OPER
ReturnHeader/Filer/Phone05624635000
ReturnHeader/Filer/USAddress/AddressLine1013191 CROSSROADS PKWY NORTH NO 205
ReturnHeader/Filer/USAddress/City0CITY OF INDUSTRY
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode091746
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02014-07-28
ReturnHeader/Officer/Name0EDWARD CURLY
ReturnHeader/Officer/Phone05624635000
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0522385296
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10LINDQUIST LLP

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$17,149,639
Liabilities
$10,079,489
Net assets
$7,070,150
Revenue
-
Expenses
$38,965,351
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$130$17.8$112$63.7$59.2$4.59
2023Detailed filing. Detailed filing data is available for this year.$114$17.0$97.2$60.4$55.6$4.89
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$102$13.8$88.4$56.9$48.7$8.17
2021Detailed filing. Detailed filing data is available for this year.$105$12.5$92.1$56.5$43.0$13.5
2020Detailed filing. Detailed filing data is available for this year.$91.8$10.6$81.1$48.0$39.0$8.96
2019Detailed filing. Detailed filing data is available for this year.$80.1$10.4$69.7$49.1$37.8$11.3
2018Detailed filing. Detailed filing data is available for this year.$71.3$13.0$58.2$46.2$36.7$9.52
2017Detailed filing. Detailed filing data is available for this year.$58.1$8.42$49.7$45.6$36.0$9.60
2016Detailed filing. Detailed filing data is available for this year.$49.1$8.80$40.3$48.5$35.3$13.2
2015Detailed filing. Detailed filing data is available for this year.$34.6$8.32$26.3$48.0$36.9$11.1
2014Detailed filing. Detailed filing data is available for this year.$23.5$8.38$15.2$46.7$38.2$8.45
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.1$10.1$7.07$39.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.3$8.18$6.11$36.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.9$9.87$5.03$34.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.1$8.73$5.41$29.6