Civic Intelligence

Operating Engineers Local 501 Security Fund

990 • Fiscal year 2018 • EIN 95-6049026

Oct 01, 2017 to Sep 30, 2018 • Filed on Jul 25, 2019

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

72nd percentile

0.18x

Higher debt load relative to assets than 72% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

82nd percentile

0.28x

Higher debt load relative to revenue than 82% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2018

Net Margin

79th percentile

21%

Higher net margin than 79% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

37th percentile

$1

Higher top officer pay than 37% of similar nonprofits.

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

2018 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2018

Asset Growth

91st percentile

23%

Faster asset growth than 91% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

33rd percentile

1.2%

Faster revenue growth than 33% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$71,260,739

Up $13,167,101 (+23%) from 2017

Net Assets

Up

$58,237,604

Up $8,561,443 (+17%) from 2017

Liabilities

Up

$13,023,135

Up $4,605,658 (+55%) from 2017

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin79th percentile

Revenue

Up

$46,175,139

Up $552,472 (+1.2%) from 2017

Expenses

Up

$36,651,271

Up $623,622 (+1.7%) from 2017

Net Income

Down

$9,523,868

Down $71,150 (-0.7%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2018

Assets$71,260,739
Liabilities$13,023,135
Net Assets$58,237,604
Open 2018 Filing

Operations Trend

Revenue Growth33rd 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

2018

Revenue$46,175,139
Expenses$36,651,271
Net Income$9,523,868
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Jul 25, 2019
Return Version
2017v2.3
Gross Receipts
$46,175,139
Mission and Program Overview

Mission

To provide health and welfare benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$49,676,161$58,237,604▲ $8,561,443
Cash and Non-Interest-Bearing Accounts$22,508,621$35,622,756▲ $13,114,135
Investments in Publicly Traded Securities$31,691,800$31,599,017▼ $92,783
Accounts Receivable$3,882,804$4,026,838▲ $144,034
Prepaid Expenses and Deferred Charges$10,413$12,128▲ $1,715
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$58,093,638$71,260,739▲ $13,167,101
Liabilities
Other Liabilities$7,938,946$11,747,558▲ $3,808,612
Deferred Revenue$436,712$1,221,525▲ $784,813
Accounts Payable and Accrued Expenses$41,819$54,052▲ $12,233
Total Liabilities$8,417,477$13,023,135▲ $4,605,658
Net Assets / Fund Balance
Total Net Assets Fund Balance$49,676,161$58,237,604▲ $8,561,443
Total Liabilities and Net Assets / Fund Balance$58,093,638$71,260,739▲ $13,167,101
Compensation and Service Providers
Top Officer Pay37th percentile

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
Mike NarezTrustee
THOMAS O'MAHARTrustee
Thomas CrosserTrustee
Will WebsterTrustee
Jeff PalmerAssistant Secretary
Kevin GleasonSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Benesys INCContract Administrator1050 LAKE DR, West Covina, CA 91790$988,635
Lindquist LLPAudit600 CITY PARKWAY WEST SUITE 300, Orange, CA 92868$315,618
Anthem Blue Cross Of CaliforniaNetwork Access Fees21555 OXNARD ST, Woodland Hills, CA 91367$138,074
MillimanActuary650 CALIFORNIA STREET 17TH FL, San Francisco, CA 94108-2702$125,685
Weinberg Roger & RosenfeldLegal Service800 WILSHIRE BLVD, Los Angeles, CA 90017$116,686
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$45,291,453
Investment Income
$869,643
Other Revenue
$14,043
Change in Net Assets
$9,523,868

Audited Revenue Reconciliation

Revenue per Audited Statements
$46,143,617
Revenue Not Reported on Financial Statements
$31,522
Revenue Not Reported on Form 990
$-962,425
Total Revenue per Audited Statements
$45,181,192
Total Revenue per Form 990
$46,175,139
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,922,033
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---$34,729,238
Fees for Services Management---$950,868
Fees for Services Other---$406,879
Fees for Services Accounting---$223,210
Fees for Services Legal---$171,218
Office Expenses---$85,153
Insurance---$43,452
Fees for Service Investment Mgmnt Fees---$31,522
Conferences and Meetings---$6,315
Other Expenses---$3,416
Total Functional Expenses$0$0$0$36,651,271

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$36,651,271
Expenses per Audited Statements$35,777,849
Total Expenses per Audited Statements$35,777,849
Expenses Not Reported on Financial Statements$873,422
Other Expense Adjustments$841,900
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$5,887,000
Due to Related Plans$3,249,658
Claims Payable and Ibnr$2,610,900
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 11B

“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
2019-07-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edward Curly
Formed
1952
Legal Domicile
CA
Voting Board Members
8
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, 2018, 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 2015.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in benefit obligation”

Raw XML AppendixShowing 400 of 438 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/InvestmentsPubTradedSecGrp/BOYAmt031691800
IRS990/InvestmentsPubTradedSecGrp/EOYAmt031599017
IRS990/IRPDocumentCnt01096
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/NetAssetsOrFundBalancesBOYAmt049676161
IRS990/NetAssetsOrFundBalancesEOYAmt058237604
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-962425
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt085153
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MEMBERSHIP DUES
IRS990/OtherExpensesGrp/TotalAmt03416
IRS990/OtherLiabilitiesGrp/BOYAmt07938946
IRS990/OtherLiabilitiesGrp/EOYAmt011747558
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISC. REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt014043
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt014043
IRS990/OtherRevenueTotalAmt014043
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010413
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012128
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/RelatedOrExemptFuncIncomeAmt041898955
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12349079
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2844545
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3198874
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt041898955
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12349079
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2844545
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3198874
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt034022298
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0742875
IRS990/PYOtherExpensesAmt02005351
IRS990/PYOtherRevenueAmt0500
IRS990/PYProgramServiceRevenueAmt044879292
IRS990/PYRevenuesLessExpensesAmt09595018
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt036027649
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt045622667
IRS990/ReconcilationRevenueExpnssAmt09523868
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt049676161
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt058237604
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0873422
IRS990ScheduleD/ExpensesSubtotalAmt035777849
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt031522
IRS990ScheduleD/InvestmentExpensesNotIncldAmt031522
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-962425
IRS990ScheduleD/OtherExpensesNotIncludedAmt0841900
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02610900
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt15887000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt23249658
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE AND IBNR
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCUMULATED ELIGIBILITY CREDITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO RELATED PLANS
IRS990ScheduleD/RevenueNotReportedAmt0-962425
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt031522
IRS990ScheduleD/RevenueSubtotalAmt046143617
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, 2018, 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 2015.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATION
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt036651271
IRS990ScheduleD/TotalLiabilityAmt011747558
IRS990ScheduleD/TotalRevenuePerForm990Amt046175139
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt045181192
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt035777849
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/ExplanationTxt4TRUSTEES 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/ExplanationTxt5THE 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/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 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VII, SECTION A, LINE 1A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
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, 2018, THERE ARE 89 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 LOGISTICS, LLC AMI-ACEPEX-JV ANHEUSER BUSCH INC INTERCONTINENTAL LOS ANGELES DOWNTOWN AUTO CLUB OF SO. CA-MOBILE THE SERVICE COMPANIES BAKER COMMODITIES BEVERLY WILSHIRE HOTEL BIMBO BAKERIES, USA BRIDGFORD FOODS CORP BROOKFIELD PROPERTIES CORP THE CALIFORNIA CLUB CALIFORNIA DAIRIES, INC. CBRE TECHNICAL SERVICES LLC CENTURY PARK E HOMEOWNERS ASSOCIATION CITY OF LOS ANGELES COUNTY OF ORANGE (DENTAL) CUSHFIELD MAINTENANCE WEST CUSHMAN & WAKEFIELD U.S., INC. DESERT PALACE/CAESARS PALACE DESERT SPRINGS HOSPITAL DMS FACILITY SERVICES, LLC FOUR SEASONS LV EMPLOYMENT INC G & K SERVICES HANDLERY HOTEL & COUNTRY CLUB HEARTLAND FARMS (SANTEE DAIRY) PRISM HOSPITALITY, L.P. HINES/GS PROPERTY, INC. HYATT REGENCY CENTURY PLAZA HT KENNEDY-WILSON PROPERTIES, LTD J&J MAINTENANCE, INC. JOHN HANCOCK LIFE INSURANCE JOINT APPRENTICESHIP COMMITTEE JONES LANG LASALLE AMERICAS KCORP TECHNOLOGY SERVICES INC KILROY REALTY CORPORATION L.A. ARENA CO/L.A. LIVE THEATRE (UTILITY) LA LIVE PROPERTIES (UTILITY) GENERAL GROWTH SERVICES, INC. GEORGE S. HALL, INC. LOS ANGELES ARENA CO (ENG) LOS ANGELES COLD STORAGE METRO SERVICES GROUP MILLENNIUM BILTMORE HOTEL MUSIC CENTER MISSION SUPPORT AND TEST SERVICES, LLC. SHEN ZHEN NEW WORLD I, LLC 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. WALDORF ASTORIA BEVERLY HILLS 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 SERVI-TEK ENGINEERING & FACILITY SOLUTIONS, LLC THE BEVERLY HILTON THE COLBURN SCHOOL THE JONATHAN CLUB THE KROGER CO THE RIM CORPORATION THE VONS COMPANIES INC/SAFEWAY TISHMAN SPEYER PROPERTIES, L.P. TRICOM MANAGEMENT INC LINEAGE LOGISTICS, LLC VALLEY HOSPITAL MEDICAL CENTER VOLKSWAGEN OF AMERICA, INC. W LOS ANGELES WESTWOOD WESTIN BONAVENTURE HOTEL & SUITE WHB BILTMORE, LLC THE LINE HOTEL WILSON 5 SERVICE COMPANY, INC. HGS ENGINEERING, 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/TotalAssetsBOYAmt058093638
IRS990/TotalAssetsEOYAmt071260739
IRS990/TotalAssetsGrp/BOYAmt058093638
IRS990/TotalAssetsGrp/EOYAmt071260739
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt036651271
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08417477
IRS990/TotalLiabilitiesEOYAmt013023135
IRS990/TotalLiabilitiesGrp/BOYAmt08417477
IRS990/TotalLiabilitiesGrp/EOYAmt013023135
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt049676161
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt058237604
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt045291453
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0869643
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt045305496
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt046175139
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt058093638
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt071260739
IRS990/TotReportableCompRltdOrgAmt01
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 990
IRS990/USAddress/CityNm0WEST COVINA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091793
IRS990/VotingMembersGoverningBodyCnt08

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$71,260,739
Liabilities
$13,023,135
Net assets
$58,237,604
Revenue
$46,175,139
Expenses
$36,651,271
Net income
$9,523,868
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