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← OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND FOR COLORADO

Form 990 for tax year 2024

Filed by OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND FOR COLORADO.

Totals

Total revenue
$25,483,151
Total expenses
$21,993,392
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$23,185,118
Investment income
$711,418
Other revenue
$1,586,615
Total assets, end of year
$25,621,278
Total liabilities, end of year
$12,693,113
Net assets or fund balances, end of year
$12,928,165
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: Employer Contributions

    total $23,170,732 · related or exempt $23,170,732

  • 2b · Program service revenue: Self Pay Contributions

    total $14,386 · related or exempt $14,386

  • 3 · Investment income

    total $651,321 · related or exempt $651,321

  • 7a · Gross sales of assets other than inventory

    securities $5,973,363

  • 7b · Less cost or other basis and sales expenses

    securities $5,913,266

  • 7c · Gain or loss

    securities $60,097

  • 7d · Net gain or loss

    total $60,097 · related or exempt $60,097

  • 11a · Other revenue: Prescription rebates

    total $1,504,007 · related or exempt $1,504,007

  • 11b · Other revenue: Other Income

    total $82,608 · related or exempt $82,608

  • 11e · Other revenue, total

    $1,586,615

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $20,338,748

  • 11a · Fees: management

    total $588,939

  • 11b · Fees: legal

    total $70,767

  • 11c · Fees: accounting

    total $43,548

  • 11f · Fees: investment management

    total $150,305

  • 11g · Fees: other

    total $482,578

  • 13 · Office expenses

    total $107,151

  • 19 · Conferences, conventions and meetings

    total $4,282

  • 23 · Insurance

    total $28,049

  • 24e · All other expenses

    total $179,025

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,406,005 · end of year $1,355,598

  • 2 · Savings and temporary cash investments

    beginning of year $1,726,587 · end of year $2,169,333

  • 4 · Accounts receivable

    beginning of year $3,791,081 · end of year $4,153,293

  • 9 · Prepaid expenses and deferred charges

    beginning of year $24,002 · end of year $20,368

  • 11 · Investments: publicly traded securities

    beginning of year $16,971,631 · end of year $17,922,686

  • 17 · Accounts payable and accrued expenses

    beginning of year $116,520 · end of year $201,478

  • 25 · Other liabilities

    beginning of year $14,842,511 · end of year $12,491,635

  • 27 · Net assets without donor restrictions

    beginning of year $8,960,275 · end of year $12,928,165

Mission and programs · 2024

Mission

To provide eligible participants health and welfare benefits.

  • To provide eligible participants health and welfare benefits.

As filed on the 2024 return.

Listed in Part VII

  • Jill Hampton

    Co-Chairman

    Total calculated
    $0
    Hours/week
    1

  • Kirk Jordan

    Chairman

    Total calculated
    $0
    Hours/week
    1

  • Keith Swerdfeger

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Christopher Wade

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Kyle Jorgenson

    Trustee

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • Info for Schedule R Part III & V is maintained by the Fund administrator

    N/A · CO

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • Info for Schedule R Part III & V is maintained by the Fund administrator

    N/A · CO

Provenance

Return type
form_990
Tax year
2024
Filed
23 June 2026
IRS schema version
2024v5.5
Source object
202631749349301703

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