United Association Union Local No 290 Plumber STEAMFITTER AND SHIPFITTER industry H&W Plan

Address
12205 SW Tualatin Rd Ste 200
Tualatin, OR 97062
Contact
Phone: +1 (866) 796-7623
Nonprofit
NTEE: Y43 - Voluntary Employees Beneficiary Associations (Non-Government)
EIN: 93-6021113

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
 20172016201520142013
Basic features of the organization
Year of formation1957
Subsection code09
PF filing required0    
Metropolitan statistical area6442
Form of organization
TrustTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$0.00    
Sum of reportable (W2/1099) compensation$0.00$0.00$0.00$0.00$1.00
Number of employees155179192184143
Number of people compensated >$100k00000
Number of volunteers 0000
Number of highly compensated contractors13433
Personnel
Anderson, Mike
TitleTRUSTEE    
Name of key/compensated personMIKE ANDERSON    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.0    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Average hours per week working for related orgs0.0    
Berry, Jon
TitleTRUSTEETRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated personJON BERRYJON BERRYJON BERRYJON BERRYJON BERRY
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.01.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.0    
Compensation, See
Title PAID BY RELATED ORGANIZATIONSPAID BY RELATED ORGANIZATION  
Name of key/compensated person SEE SCHEDULE O FOR COMPENSATIONSEE SCHEDULE O FOR COMPENSATION  
Position of compensated person
Current individual trustee or director TrueTrue  
Average hours per week working for org 0.000.00  
Reportable compensation from org $0.00$0.00  
Other comp, non-reportable, from org and related orgs $0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs  $1.00$1.00  
Edens, Ken
Title    TRUSTEE - PAST
Name of key/compensated person    KEN EDENS
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    1.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
For, See
Title   COMPENSATION PAID BY RELATCOMPENSATION PAID BY RELATED ORG
Name of key/compensated person   SEE SCHEDULE O FORSEE SCHEDULE O FOR
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   1.001.00
Reportable compensation from org   $0.00$1.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $1.00$0.00
Gormley, Ed
TitletrusteeCO-CHAIRMANCO-CHAIRMANCO-CHAIRMANCO-CHAIRMAN
Name of key/compensated personED GORMLEYED GORMLEYED GORMLEYED GORMLEYED GORMLEY
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.01.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.0    
Hill, Russ
TitleTRUSTEETRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated personRUSS HILLRUSS HILLRUSS HILLRUSS HILLRUSS HILL
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.01.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.0    
Mehrens, Bill
TitleTRUSTEETRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated personBILL MEHRENSBILL MEHRENSBILL MEHRENSBILL MEHRENSBILL MEHRENS
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.01.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.0    
Moore, Bill
TitleTRUSTEETRUSTEETRUSTEETRUSTEE 
Name of key/compensated personBILL MOOREBILL MOOREBILL MOOREBILL MOORE 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org1.01.001.001.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Average hours per week working for related orgs0.0    
Shropshire, Al
TitletrusteeCO-CHAIRMANCO-CHAIRMANCO-CHAIRMANCO-CHAIRMAN
Name of key/compensated personAL SHROPSHIREAL SHROPSHIREAL SHROPSHIREAL SHROPSHIREAL SHROPSHIRE
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.01.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.0    
Smith, Dan
Title TRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated person DAN SMITHDAN SMITHDAN SMITHDAN SMITH
Position of compensated person
Current individual trustee or director TrueTrueTrueTrue
Average hours per week working for org 1.001.001.001.00
Reportable compensation from org $0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00$0.00
Wall, Frank
TitleTRUSTEETRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated personFRANK WALLFRANK WALLFRANK WALLFRANK WALLFRANK WALL
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.01.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.0    
Purpose: mission, activities, & accomplishments
Mission or significant activitiesTO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.PROVIDE HEALTH AND WELFARE BENEFITS.PROVIDE HEALTH AND WELFARE BENEFITS.PROVIDE HEALTH AND WELFARE BENEFITS.PROVIDE HEALTH AND WELFARE BENEFITS.
Programs, including revenue & expenses
TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
Program descriptionTO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.PROVIDED HEALTH, DENTAL, VISION, TIME LOSS, LIFE INSURANCE AND AD & D BENEFITS FOR ELIGIBLE PARTICIPANTS.PROVIDED HEALTH, DENTAL, VISION, TIME LOSS, LIFE INSURANCE AND AD & D BENEFITS FOR ELIGIBLE PARTICIPANTS.PROVIDED HEALTH, DENTAL, VISION, TIME LOSS, LIFE INSURANCE AND AD & D BENEFITS FOR ELIGIBLE PARTICIPANTS.PROVIDED HEALTH, DENTAL, VISION, TIME LOSS, LIFE INSURANCE AND AD & D BENEFITS FOR ELIGIBLE PARTICIPANTS.
Financial data
Revenue
Total revenue$66,201,679.00$57,944,949.00$47,489,147.00$51,755,113.00$51,506,775.00
Revenue from contributions (total)$0.00 $0.00$0.00$0.00
Investment income, current yr$2,976,708.00$2,038,085.00$2,544,270.00$1,787,768.00$1,923,371.00
Total revenue from grants, etc., current yr$0.00$0.00$0.00$0.00$0.00
Total unrelated business revenue$0.00$0.00$0.00$0.00$0.00
Other revenue, current yr$5,238,591.00$728,103.00$1,342,722.00$673,751.00$638,288.00
Net unrelated business taxable revenue $0.00$0.00$0.00$0.00
Program service revenue (total)$57,986,380.00$55,178,761.00$43,602,155.00$49,293,594.00$48,945,116.00
Gross receipts$79,880,481.00$59,972,328.00$47,493,532.00$70,977,357.00$71,525,298.00
Other types of revenue
Royalties (total)$0.00    
Miscellaneous revenue (total)$5,238,591.00$728,103.00$1,342,722.00$673,751.00$638,288.00
Net revenue from gaming (total)$0.00    
Income from dividends, interest, and similar investments$1,894,554.00$2,065,464.00$2,544,132.00$2,337,254.00$1,923,371.00
Net rental income$0.00 $0.00$0.00$0.00
Net income from fundraising events$0.00    
Net inventory sales (total)$0.00    
Expense categories (totals)
Total functional expenses: sum of all$51,563,308.00$56,792,425.00$48,666,006.00$54,706,553.00$51,298,165.00
Fees for services
Lobbying fees (total)$0.00    
Legal fees (total)$125,151.00$36,118.00$46,690.00$40,122.00$46,497.00
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
General management fees (total)$591,346.00$630,806.00$973,651.00$909,637.00$852,698.00
Investment management fees (total)$30,489.00$33,544.00$46,845.00$30,054.00$28,437.00
Assets and liabilities
Total assets$91,150,900.00$76,432,436.00$73,186,858.00$78,172,696.00$78,636,891.00
Total assets, beginning of year$76,432,436.00$73,186,858.00$78,172,696.00$78,636,891.00$74,554,348.00
Total liabilities$38,842,843.00$40,054,105.00$37,896,211.00$39,375,242.00$37,307,062.00
Total liabilities, beginning of year$40,054,105.00$37,896,211.00$39,375,242.00$37,307,062.00$32,198,130.00
Pledges & accounts receivable, net$0.00    
Loans & receivables from key persons$0.00    
Net assets$52,308,057.00$36,378,331.00$35,290,647.00$38,797,454.00$41,329,829.00
Net assets, beginning of year$36,378,331.00$35,290,647.00$38,797,454.00$41,329,829.00$42,356,218.00
Other liabilities$37,718,000.00$39,477,000.00$37,526,274.00$38,605,000.00$35,556,000.00
Bond liabilities$0.00    
Intangible assets$0.00    
Other assets$0.00    
Investments: other securities$0.00    
Investments: publicly traded securities$84,075,063.00$60,707,552.00$60,743,963.00$60,531,994.00$58,259,411.00
Cash: non-interest bearing$549,422.00$54,250.00$359,355.00$3,756,369.00$363,495.00
Cash: non-interest bearing, beginning of year$54,250.00$359,355.00$3,756,369.00$363,495.00$497,679.00
Investments -- program-related$0.00    
Escrow or custodial account liability$0.00    
Loans and other payables to key persons$0.00    
Grants payable$0.00    
Inventories for sale or use$0.00    
Other financial variables
Revenue less expenses$14,638,371.00$1,152,524.00-$1,176,859.00-$2,951,440.00$208,610.00
Advertising (total)$0.00    
Savings & temp cash investment$0.00$10,989,147.00$5,847,459.00$8,795,923.00$14,511,732.00
Accounts receivable, net$6,515,113.00$4,673,307.00$6,227,901.00$5,078,716.00$5,493,233.00
Prepaid expenses & deferred charges$11,302.00$8,180.00$8,180.00$9,694.00$9,020.00
Accounts payable & accrued expenses$1,124,843.00$577,105.00$369,937.00$528,468.00$1,492,029.00
Deferred revenue$0.00  $241,774.00$259,033.00
Unsecured notes & loans to unrelated parties$0.00    
Secured mortgages and notes payable$0.00    
Total net assets or fund balances$52,308,057.00$36,378,331.00$35,290,647.00$38,797,454.00$41,329,829.00
Depreciation, depletion, amortization$0.00    
Payment to affiliates$0.00    
Governance and accountability
Number of voting members88887
Number of independent voting members80000
Financial sheets auditedTrueTrueTrueTrueTrue
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2017-01-012016-01-012015-01-012014-01-012013-01-01
Tax year end date2017-12-012016-12-012015-12-012014-12-012013-12-01
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Reason for form submission
Address change  True  
Date e-filing submitted2018-09-282017-12-292017-01-202016-01-132014-11-18
IRS schema version2017v2.32016v3.02015v2.12014v5.02013v3.0
Filing identifier201842189349301159201713149349304101201622879349301327201502789349300985201412799349300861
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