Civic Intelligence

Operating Engineers Local 501 Security Fund

990 • Fiscal year 2016 • EIN 95-6049026

Oct 01, 2015 to Sep 30, 2016 • Filed on Jul 28, 2017

Organization ProfileN/A

View Organization Page

PO Box 990West Covina, CA 91793

(626) 646-1079

Siviq Scores

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

Liabilities / Assets

68th percentile

0.18x

Higher debt load relative to assets than 68% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

73rd percentile

0.18x

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

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Net Margin

87th percentile

27%

Higher net margin than 87% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

95th percentile

42%

Faster asset growth than 95% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

38th percentile

1.0%

Faster revenue growth than 38% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$49,058,038

Up $14,477,712 (+42%) from 2015

Net Assets

Up

$40,253,608

Up $13,990,357 (+53%) from 2015

Liabilities

Up

$8,804,430

Up $487,355 (+5.9%) from 2015

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin87th percentile

Revenue

Up

$48,507,449

Up $482,540 (+1.0%) from 2015

Expenses

Down

$35,328,969

Down $1,611,283 (-4.4%) from 2015

Net Income

Up

$13,178,480

Up $2,093,823 (+19%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth95th 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

2016

Assets$49,058,038
Liabilities$8,804,430
Net Assets$40,253,608
Open 2016 Filing

Operations Trend

Revenue Growth38th percentile

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

2016

Revenue$48,507,449
Expenses$35,328,969
Net Income$13,178,480
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Jul 28, 2017
Return Version
2015v3.0
Gross Receipts
$48,507,449
Mission and Program Overview

Mission

To provide health and welfare benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$26,263,251$40,253,608▲ $13,990,357
Investments in Publicly Traded Securities$20,665,883$31,121,389▲ $10,455,506
Cash and Non-Interest-Bearing Accounts$8,380,325$13,682,712▲ $5,302,387
Accounts Receivable$5,454,836$4,243,172▼ $1,211,664
Prepaid Expenses and Deferred Charges$79,282$10,765▼ $68,517
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$34,580,326$49,058,038▲ $14,477,712
Liabilities
Other Liabilities$7,968,698$8,327,347▲ $358,649
Deferred Revenue$226,779$396,631▲ $169,852
Accounts Payable and Accrued Expenses$121,598$80,452▼ $41,146
Total Liabilities$8,317,075$8,804,430▲ $487,355
Net Assets / Fund Balance
Total Net Assets Fund Balance$26,263,251$40,253,608▲ $13,990,357
Total Liabilities and Net Assets / Fund Balance$34,580,326$49,058,038▲ $14,477,712
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleOtherTotal
See Schedule O for CompensationPaid by Related Organization$1$1

Board Members and Trustees

NameTitle
Edward CurlyChairman
Denise VukojevichVice Chairman
Eric FlettAlternate Trustee
Jeff PalmerAlternate Trustee
Jim JohnsonAlternate Trustee - Past
Kevin GleasonTrustee
Mike NarezTrustee
THOMAS O'MAHARTrustee
Will WebsterTrustee
Mike LathamTrustee - Past
Shelli Lees MahanTrustee-past
Kevin DevineAssistant Secretary
Paul BensiSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Associated Third Party AdministratorsContract Administrator1640 SOUTH LOOP RD, Alameda, CA 94502$224,431
Lindquist LLPAudit600 CITY PARKWAY WEST SUITE 300, Orange, CA 92868$199,571
Anthem Blue Cross Of CaliforniaNetwork Access Fees21555 OXNARD ST, Woodland Hills, CA 91367$149,513
Cornwell & BaldwinLegal Service1017 EAST GRAND AVENUE, Escondido, CA 92025$118,725
MillimanActuary650 CALIFORNIA STREET 17TH FL, San Francisco, CA 94108-2702$100,542
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$47,804,855
Investment Income
$643,617
Other Revenue
$58,977
Change in Net Assets
$13,178,480

Audited Revenue Reconciliation

Revenue per Audited Statements
$48,450,772
Revenue Not Reported on Financial Statements
$56,677
Revenue Not Reported on Form 990
$811,877
Total Revenue per Audited Statements
$49,262,649
Total Revenue per Form 990
$48,507,449
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,215,931
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---$33,113,038
Fees for Services Management---$874,185
Fees for Services Other---$489,128
Fees for Services Accounting---$302,827
Office Expenses---$166,130
Fees for Services Legal---$129,304
Fees for Service Investment Mgmnt Fees---$56,677
Insurance---$39,299
Travel---$13,936
Other Expenses---$7,472
Total Functional Expenses$0$0$0$35,328,969

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$35,328,969
Expenses per Audited Statements$34,877,292
Total Expenses per Audited Statements$34,877,292
Expenses Not Reported on Financial Statements$451,677
Other Expense Adjustments$395,000
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

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

Other Reported Liabilities

LiabilityAmount
Accumulated Eligibility Credits$5,447,000
Claims Payable and Ibnr$2,164,000
Due to Related Plans$716,347
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The plan has a contract with a third-party administrator to provide day to day administrative services for the organization.”

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

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

Form 990, Part VI, Section B, Line 11

“Prior to filing, the form 990 is reviewed by the fund manager and then by the board of trustees.”

Form 990, Part VI, Section C, Line 19

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

Part VII, Section A, Line 1A

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

Filing and Contact Details

Filer

Filer Name
Operating Engineers Local 501 Security
EIN
95-6049026
Phone
6266461079
Address
PO BOX 990, WEST COVINA, CA 91793

Signing Officer

Name
Edward Curly
Title
Chairman
Phone
6266461079
Signed
2017-07-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edward Curly
Formed
1952
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
600 CITY PARKWAY WEST SUITE 300, ORANGE, CA 92868
Preparer
Richard G Thiermann
Phone
7142570100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of trustees assumes responsibility for oversight of the annual audit and selection of an independent accountant. There has been no change in this process from prior year.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require management to evaluate the tax positions taken by the plan and to recognize a tax liability if the plan has taken an uncertain position that more likely than not would 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, 2016, 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 2013.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in benefit obligations”

Raw XML AppendixShowing 400 of 460 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/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE-PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt7ASSISTANT SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11ALTERNATE TRUSTEE - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt13PAID BY RELATED ORGANIZATION
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01952
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt048507449
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt039299
IRS990/InvestmentIncomeGrp/ExclusionAmt0643617
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0643617
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt020665883
IRS990/InvestmentsPubTradedSecGrp/EOYAmt031121389
IRS990/IRPDocumentCnt01052
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt026263251
IRS990/NetAssetsOrFundBalancesEOYAmt040253608
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0811877
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt0166130
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0TRANSITIONAL REINSURANC
IRS990/OtherExpensesGrp/Desc1MEMBERSHIP DUES
IRS990/OtherExpensesGrp/TotalAmt0136973
IRS990/OtherExpensesGrp/TotalAmt17472
IRS990/OtherLiabilitiesGrp/BOYAmt07968698
IRS990/OtherLiabilitiesGrp/EOYAmt08327347
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt058977
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt058977
IRS990/OtherRevenueTotalAmt058977
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt079282
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010765
IRS990/PrincipalOfficerNm0EDWARD CURLY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2PRESCRIPTION REBATE
IRS990/ProgramServiceRevenueGrp/Desc3STOP LOSS REIMBURSEMENT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt043654864
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12579996
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21075309
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3494686
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt043654864
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12579996
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21075309
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3494686
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt034764382
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0331699
IRS990/PYOtherExpensesAmt02175870
IRS990/PYOtherRevenueAmt085579
IRS990/PYProgramServiceRevenueAmt047607631
IRS990/PYRevenuesLessExpensesAmt011084657
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt036940252
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt048024909
IRS990/ReconcilationRevenueExpnssAmt013178480
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt026263251
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt040253608
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0451677
IRS990ScheduleD/ExpensesSubtotalAmt034877292
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt056677
IRS990ScheduleD/InvestmentExpensesNotIncldAmt056677
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0811877
IRS990ScheduleD/OtherExpensesNotIncludedAmt0395000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02164000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt15447000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2716347
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE AND IBNR
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCUMULATED ELIGIBILITY CREDITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO RELATED PLANS
IRS990ScheduleD/RevenueNotReportedAmt0811877
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt056677
IRS990ScheduleD/RevenueSubtotalAmt048450772
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD 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, 2016, 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 2013.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt035328969
IRS990ScheduleD/TotalLiabilityAmt08327347
IRS990ScheduleD/TotalRevenuePerForm990Amt048507449
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt049262649
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt034877292
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN HAS A CONTRACT WITH A THIRD-PARTY ADMINISTRATOR TO PROVIDE DAY TO DAY ADMINISTRATIVE SERVICES FOR THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO OTHER COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR TO FILING, THE FORM 990 IS REVIEWED BY THE FUND MANAGER AND THEN BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE ANNUAL AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THERE HAS BEEN NO CHANGE IN THIS PROCESS FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION. PLEASE CONTACT THE THIRD-PARTY ADMINISTRATOR, BENESYS ADMINISTRATORS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART VII, SECTION A, LINE 1A
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL NO 501
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0951751526
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02405 WEST 3RD STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LOS ANGELES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd090057
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF SEPTEMBER 30, 2016, THERE ARE 90 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. ABLE ENGINEERING SERVICES ABM ENGINEERING SERVICES AEG MANAGEMENT SD LLC ALEUT FACILITIES SUPPORT SERV ALSCO INDUSTRIES AMERICOLD AMI-ACEPEX-JV ANHEUSER BUSCH INC AUTO CLUB OF SO. CALIFORNIA B.P.C.E BAKER COMMODITIES BEVERLY WILSHIRE HOTEL BIG HEART PET BRANDS BIMBO BAKERIES, USA BRIDGFORD FOODS CORP BROOKFIELD PROPERTIES CORP CALIFORNIA CLUB CALIFORNIA DAIRIES, INC. CBRE, INC CENTURY PARK E HOMEOWNERS ASSO CITY OF LOS ANGELES COLONY RESORTS LVH ACQ, LLC COUNTY OF ORANGE(DENTAL) CUSHFIELD MAINTENANCE WEST DARLING DELAWARE CO INC DESERT PALACE/CEASARS PALACE DESERT SPRINGS HOSPITAL DMS FACILITY SERVICES, LLC EXCLUSIVE MANAGEMENT SERVICES FOUR SEASONS LV EMPLOYMENT INC G & K SERVICES GENERAL GROWTH SERVICES, INC. HANDLERY HOTEL & COUNTRY CLUB HARBAUGH LAS VEGAS CORP. HAYNES BUILDING SERVICE HEARTLAND FARMS (SANTEE DAIRY) HINES INTEREST LIMITED PARTNER HYATT NEWPORTER ISS FACILITY SERVICES INC J&J MAINTENANCE, INC JOHN HANCOCK LIFE INSURANCE JOINT APPRENTICESHIP COMMITTEE JONES LANG LASALLE KCORP TECHNOLOGY SERVICES INC KILROY REALTY CORPORATION L.A. ARENA CO/L.A. LIVE THEATR (UTILITY) LA LIVE PROPERTIES (UTILITY) LOS ANGELES ARENA CO (ENG) LOS ANGELES COLD STORAGE METRO SERVICES GROUP MILLENNIUM BILTMORE HOTEL MUSIC CENTER NATIONAL SECURITY TECHNOLOGIES NEW WORLD/NEW AGE HOSPITALY NORTHWIND ALADDIN, LLC OPERATING ENG LOCAL 501 PACIFIC DESIGN CO PARAGON SERVICES ENGINEERING PARBALL CORP-CAESARS ENTR LAUN PASADENA HILTON HOTEL PLAZA HOTEL AND CASINO PRAXAIR DISTRIBUTION INC RALPHS GROCERY CO. RITE AID CORPORATION ROCKVIEW DAIRIES, INC. SAN DIEGO SERVICES, LLC SHERATON UNIVERSAL HOTEL SMG/LB CONVENTION CENTER SO NEVADA OPERATING &MAINT ENG SPORTSMEN'S LODGE HOTEL STREMICKS HERITAGE STUB HUB CENTER THE BEVERLY HILTON THE COLBURN SCHOOL THE JONATHAN CLUB THE KROGER CO THE LINE HOTEL THE RIM CORPORATION THE VONS COMPANIES INC/SAFEWAY THE VONS COMPANIES, SAFEWAY TISHMAN SPEYER PROPERTIES, L.P TRICOM MANAGEMENT INC U.S. GROWERS COLD STORAGE, INC VALLEY HOSPITAL MEDICAL CENTER VOLKSWAGEN OF AMERICA, INC. W LOS ANGELES WESTWOOD WESTGATE LAS VEGAS WESTIN BONAVENTURE HOTEL & STE WHB BILTMORE LLC WILSON 5 SERVICE COMPANY INC
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS:
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt034580326
IRS990/TotalAssetsEOYAmt049058038
IRS990/TotalAssetsGrp/BOYAmt034580326
IRS990/TotalAssetsGrp/EOYAmt049058038
IRS990/TotalCompGreaterThan150KInd00

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,058,038
Liabilities
$8,804,430
Net assets
$40,253,608
Revenue
$48,507,449
Expenses
$35,328,969
Net income
$13,178,480
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