Civic Intelligence

Operating Engineers Local 501 Security Fund

990 • Fiscal year 2021 • EIN 95-6049026

Oct 01, 2020 to Sep 30, 2021 • Filed on Jul 20, 2022

Organization ProfileWWW.OURBENEFITOFFICE.COM/OELOCAL501/BENEFITS

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

67th percentile

0.12x

Higher debt load relative to assets than 67% of similar nonprofits.

2021 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

77th percentile

0.22x

Higher debt load relative to revenue than 77% of similar nonprofits.

2021 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2021

Net Margin

77th percentile

24%

Higher net margin than 77% of similar nonprofits.

2021 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

33rd percentile

$1

Higher top officer pay than 33% of similar nonprofits.

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

2021 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2021

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

2021 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

77th percentile

18%

Faster revenue growth than 77% of similar nonprofits.

2021 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$104,572,934

Up $12,802,942 (+14%) from 2020

Net Assets

Up

$92,061,017

Up $10,915,855 (+13%) from 2020

Liabilities

Up

$12,511,917

Up $1,887,087 (+18%) from 2020

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin77th percentile

Revenue

Up

$56,458,139

Up $8,471,397 (+18%) from 2020

Expenses

Up

$42,983,128

Up $3,953,874 (+10%) from 2020

Net Income

Up

$13,475,011

Up $4,517,523 (+50%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2021

Assets$104,572,934
Liabilities$12,511,917
Net Assets$92,061,017
Open 2021 Filing

Operations Trend

Revenue Growth77th 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

2021

Revenue$56,458,139
Expenses$42,983,128
Net Income$13,475,011
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Jul 20, 2022
Return Version
2020v4.2
Gross Receipts
$90,935,508
Mission and Program Overview

Mission

To provide health and welfare benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$81,145,162$92,061,017▲ $10,915,855
Investments in Publicly Traded Securities$68,052,209$84,067,568▲ $16,015,359
Cash and Non-Interest-Bearing Accounts$12,150,356$14,421,460▲ $2,271,104
Savings and Temporary Cash Investments$7,046,656$0▼ $7,046,656
Accounts Receivable$4,515,335$6,073,263▲ $1,557,928
Prepaid Expenses and Deferred Charges$5,436$10,643▲ $5,207
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$91,769,992$104,572,934▲ $12,802,942
Liabilities
Other Liabilities$9,524,929$10,795,041▲ $1,270,112
Deferred Revenue$1,093,110$1,663,009▲ $569,899
Accounts Payable and Accrued Expenses$6,791$53,867▲ $47,076
Total Liabilities$10,624,830$12,511,917▲ $1,887,087
Net Assets / Fund Balance
Total Net Assets Fund Balance$81,145,162$92,061,017▲ $10,915,855
Total Liabilities and Net Assets / Fund Balance$91,769,992$104,572,934▲ $12,802,942
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

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

Board Members and Trustees

NameTitle
Edward CurlyChairman
Denise VukojevichVice Chairman
Diego BackAlternate Trustee
Eric FlettAlternate Trustee - Past
Kevin GleasonTrustee
Mike NarezTrustee
THOMAS O'MAHARTrustee
Thomas CrosserTrustee
Will WebsterTrustee
Jeff PalmerAssistant Secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Benesys INCContract Administrator1050 LAKES DR, West Covina, CA 91790$1,025,450
Lindquist LLPAudit600 CITY PARKWAY WEST SUITE 300, Orange, CA 92868$293,580
Anthem Blue Cross Of CaliforniaNetwork Access Fees21555 OXNARD ST, Woodland Hills, CA 91367$204,452
Weinberg Roger & RosenfeldLegal Service800 WILSHIRE BLVD, Los Angeles, CA 90017$180,753
Merrill LynchInvestment Fee200 PARK AVE 13TH FLOOR, New York, NY 10166$115,152
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$48,008,231
Investment Income
$8,435,606
Other Revenue
$14,302
Change in Net Assets
$13,475,011

Audited Revenue Reconciliation

Revenue per Audited Statements
$56,317,781
Revenue Not Reported on Financial Statements
$140,358
Revenue Not Reported on Form 990
$-2,559,156
Total Revenue per Audited Statements
$53,758,625
Total Revenue per Form 990
$56,458,139
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,191,638
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---$40,791,490
Fees for Services Management---$1,005,820
Fees for Services Other---$539,330
Fees for Services Accounting---$226,581
Fees for Service Investment Mgmnt Fees---$140,358
Fees for Services Legal---$126,342
Office Expenses---$103,253
Insurance---$44,397
Other Expenses---$3,303
Conferences and Meetings---$2,254
Total Functional Expenses$0$0$0$42,983,128

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$42,983,128
Expenses per Audited Statements$42,320,570
Total Expenses per Audited Statements$42,320,570
Expenses Not Reported on Financial Statements$662,558
Other Expense Adjustments$522,200
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$6,893,000
Due to Related Plans$2,017,441
Claims Payable and Ibnr$1,884,600
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
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
2022-07-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edward Curly
Formed
1952
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Withumsmithbrown Pc
Address
100 SPECTRUM DRIVE STE 1000, IRVINE, CA 92618
Preparer
Richard G Thiermann
Phone
9252779100
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, 2021, 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 2018.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in benefit obligation”

Raw XML AppendixShowing 400 of 456 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/TitleTxt4TRUSTEE
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IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt06362258
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt040839627
IRS990/GrossReceiptsAmt090935508
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt044397
IRS990/InvestmentIncomeGrp/ExclusionAmt02073348
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02073348
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt068052209
IRS990/InvestmentsPubTradedSecGrp/EOYAmt084067568
IRS990/IRPDocumentCnt0218
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt034477369
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/NetAssetsOrFundBalancesBOYAmt081145162
IRS990/NetAssetsOrFundBalancesEOYAmt092061017
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt06362258
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt06362258
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2559156
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt0103253
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MEMBERSHIP DUES
IRS990/OtherExpensesGrp/TotalAmt03303
IRS990/OtherLiabilitiesGrp/BOYAmt09524929
IRS990/OtherLiabilitiesGrp/EOYAmt010795041
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0SETTLEMENT
IRS990/OtherRevenueMiscGrp/Desc1MISC. REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt014162
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1140
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt014162
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1140
IRS990/OtherRevenueTotalAmt014302
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05436
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010643
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/RelatedOrExemptFuncIncomeAmt043297970
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12438081
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21232983
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31039197
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt043297970
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12438081
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21232983
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31039197
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt036871922
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01902628
IRS990/PYOtherExpensesAmt02157332
IRS990/PYOtherRevenueAmt0264715
IRS990/PYProgramServiceRevenueAmt045819399
IRS990/PYRevenuesLessExpensesAmt08957488
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt039029254
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt047986742
IRS990/ReconcilationRevenueExpnssAmt013475011
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt081145162
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt092061017
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07046656
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0662558
IRS990ScheduleD/ExpensesSubtotalAmt042320570
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0140358
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0140358
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-2559156
IRS990ScheduleD/OtherExpensesNotIncludedAmt0522200
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01884600
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt16893000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt22017441
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE AND IBNR
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCUMULATED ELIGIBILITY CREDITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO RELATED PLANS
IRS990ScheduleD/RevenueNotReportedAmt0-2559156
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0140358
IRS990ScheduleD/RevenueSubtotalAmt056317781
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, 2021, 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 2018.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATION
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt042983128
IRS990ScheduleD/TotalLiabilityAmt010795041
IRS990ScheduleD/TotalRevenuePerForm990Amt056458139
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt053758625
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt042320570
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 HEATH AND WELFARE BENEFITS TO ELGIBILE EMPLOYEES AND THEIR DEPENDENTS. AS OF SEPTEMBER 30, 2021, THERE ARE 124 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 / MANAGERS ABM ENGINEERING SERVICES AEG MANAGEMENT SD, LLC WMB GENERAL CONTRACTORS ALEUT FACILITIES SUPPORT SERV ALSCO INDUSTRIES AMERICOLD LOGISTICS, LLC ANHEUSER BUSCH INC INTERCONTINENTAL LOS ANGELES DOWNTOWN ARIA RESORT & CASINO LLC BELLAGIO RESORT & CASINO AUTO CLUB OF SO. CALIFORNIA BAKER COMMODITIES BALLY SLOT TREASURE ISLAND HOTEL & CASINO BEVERLY WILSHIRE HOTEL BIMBO BAKERIES, USA BRIDGFORD FOODS CORP BROOKFIELD PROPERTIES CORP THERMA, LLC INTERNATIONAL UNION OF OPERATING ENGINEERS, LU 12 CBRE, INC. CENTURY PARK E HOMEOWNERS ASSOCIATION CIRCUS CIRCUS HOTEL & CASINO CITY OF LOS ANGELES CORNER INVESTMENT, LLC/ DBA THE CROMWELL COUNTY OF ORANGE (DENTAL) CUSHFIELD MAINTENANCE WEST CUSHMAN & WAKEFIELD U.S., INC. DARLING DELAWARE CO INC DESERT PALACE/CAESARS PALACE DESERT SPRINGS HOSPITAL DMS FACILITY SERVICES. LLC FLAMINGO HILTON/UNION ADMIN. FOUR SEASONS LV EMPLOYMENT INC G & K SERVICES HANDLERY HOTEL & COUNTRY CLUB HARRAH'S LAS VEGAS LLC DFA DAIRY BRANDS LLC HEARTLAND FARMS (SANTEE DAIRY) JOBSITE HOSPITALITY, LLC. EMCOR (UNIT A) FHR CENTURY PLAZA HOTEL MGMT CO, LLC. HINES/GS PROPERTY, INC. WARNER CENTER ACQUISITIONS PARTNERS LLC SILVERSTEIN PACIFIC MANAGEMENT CORP HYATT WEST HOLLYWOOD HYATT NEWPORTER J&J MAINTENANCE, INC. JOHN HANCOCK LIFE INSURANCE JONES LANG LASALLE AMERICAS KCORP TECHNOLOGY SERVICES, INC. KILROY REALTY CORPORATION L.A. ARENA CO/L.A. LIVE THEATRE (UTILITY) LA LIVE PROPERTIES, LLC (ENG) GEORGE S. HALL, INC. LOS ANGELES ARENA CO (ENG) LOS ANGELES COLD STORAGE PARK MGM NEW YORK NEW YORK HOTEL & CASINO METRO SERVICES GROUP THE MIRAGE HOTEL & CASINO GRAND LAUNDRY MGM GRAND HOTEL & CASINO HARD ROCK HOTEL & CASINO MILLENNIUM BILTMORE HOTEL MUSIC CENTER KING & GEORGE, LLC MISSION SUPPORT AND TEST SERVICES, LLC. NEWCASTLE CORP/ EXCALIBUR HOTEL & CASINO SHEN ZHEN NEW WORLD I, LLC NORTHWIND ALADDIN, LLC OPERATING ENG LOCAL 501 RAVEN SERVICES CORPORATION PACIFIC DESIGN CO YUKON FIRE PROTECTION SERVICES PARAGON SERVICES ENGINEERING PARBALL CORP (BALLY'S LV) PARIS SLOT PARK PLACE ENT/PARIS LAS VEGAS PASADENA HILTON HOTEL PLANET HOLLYWOOD PLAZA HOTEL AND CASINO PRAXAIR DISTRIBUTION INC PRIDE INDUSTRIES, INC. PREVENTATIVE MAINTENANCE SERVICES COMPANY (PMSC) RALPHS GROCERY CO. WALDORF ASTORIA BEVERLY HILLS RAMPARTS, INC/ LUXOR HOTEL & CASINO RIO PROPERTIES, INC. D/B/A RITE AID CORPORATION ROCKVIEW DAIRIES, INC. 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 FLAMINGO LAS VEGAS OPERATI THE JONATHAN CLUB THE KROGER CO THE SIGNATURE AT MGM GRAND THE QUAD RESORT & CASINO THE RIM CORPORATION MANDALAY BAY RESORT & CASINO THE VONS COMPANIES INC/SAFEWAY TISHMAN SPEYER PROPERTIES, L.P. TRICOM MANAGEMENT INC LINEAGE LOGISTICS, LLC VALLEY HOSPITAL MEDICAL CENTER ENWAVE LOS ANGELES, INC. 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. FASHION SHOW MALL, LLC NA HOSPITALITY LLC LOGZONE URBAN JV2, LLC
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R IDENTIFICATION OF RELATED ORGANIZATIONS:
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt091769992
IRS990/TotalAssetsEOYAmt0104572934
IRS990/TotalAssetsGrp/BOYAmt091769992
IRS990/TotalAssetsGrp/EOYAmt0104572934
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt042983128
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010624830
IRS990/TotalLiabilitiesEOYAmt012511917
IRS990/TotalLiabilitiesGrp/BOYAmt010624830
IRS990/TotalLiabilitiesGrp/EOYAmt012511917
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt081145162

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$104,572,934
Liabilities
$12,511,917
Net assets
$92,061,017
Revenue
$56,458,139
Expenses
$42,983,128
Net income
$13,475,011
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