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← WESTERN STATES LOCAL UNION TRUST FUND OF THE OFFICE EMPLOYEES INTER

Form 990 for tax year 2022

Filed by WESTERN STATES LOCAL UNION TRUST FUND OF THE OFFICE EMPLOYEES INTER.

Totals

Total revenue
$19,893,977
Total expenses
$19,703,307
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$19,495,870
Investment income
$368,372
Other revenue
$29,735
Total assets, end of year
$16,857,576
Total liabilities, end of year
$3,218,623
Net assets or fund balances, end of year
$13,638,953
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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 CONTRIBUTION

    total $18,340,583 · related or exempt $18,340,583

  • 2b · Program service revenue: EMPLOYEE CONTRIBUTION

    total $1,155,287 · related or exempt $1,155,287

  • 3 · Investment income

    total $368,372 · related or exempt $368,372

  • 11a · Other revenue: EXPERIENCE REFUND

    total $29,735 · related or exempt $29,735

  • 11e · Other revenue, total

    $29,735

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $19,298,984

  • 11b · Fees: legal

    total $20,408

  • 11c · Fees: accounting

    total $21,063

  • 11f · Fees: investment management

    total $10,750

  • 11g · Fees: other

    total $247,453

  • 23 · Insurance

    total $29,347

  • 24a · Other expenses: BANK CHARGES

    total $35,727

  • 24b · Other expenses: PRINTING

    total $16,652

  • 24c · Other expenses: MEETINGS AND CONFERENCES

    total $12,893

  • 24d · Other expenses: POSTAGE AND MAILING

    total $4,563

  • 24e · All other expenses

    total $5,467

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,781,071 · end of year $1,839,684

  • 4 · Accounts receivable

    beginning of year $1,312,036 · end of year $1,478,980

  • 9 · Prepaid expenses and deferred charges

    beginning of year $30,247 · end of year $26,287

  • 11 · Investments: publicly traded securities

    beginning of year $14,795,341 · end of year $13,512,625

  • 17 · Accounts payable and accrued expenses

    beginning of year $21,784 · end of year $20,895

  • 25 · Other liabilities

    beginning of year $2,999,743 · end of year $3,197,728

  • 31 · Retained earnings, endowment or other funds

    beginning of year $14,897,168 · end of year $13,638,953

Mission and programs · 2022

Mission

TO PROVIDE HEALTH BENEFITS FOR PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS.

  • TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS.

As filed on the 2022 return.

Listed in Part VII

  • Howard Bell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Debi Van Camp

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Niki Jordan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Karyn Morrison

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Darcy Noxon

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Cheyenne Russell

    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.

  • WEINBERG ROGER ET AL

  • UTAH SHEET METAL EDU & TRAINING TRU

  • UT IRONWKRS LU 27 JATC

  • UNITED TRADES FCU

  • UNITED ASSOC LOCAL 140

  • UBOC

  • UA LOCAL 290 TRAINING

  • UA LOCAL 290

  • STUDENTS COOPERATIVE ASSOCIATION

  • STATE BLDG TRADES COUNCIL

  • SPRINKLER FITTERS LU 483

  • SPOKANE REG LABOR COUNCIL

  • SOUTHERN CA PIPE TRADES

  • SOUTHCOAST ILWU FCU

  • SKAMANIA COUNTY

  • SHEET METAL WORKERS 312

  • SEIU LOCAL 280

  • SAN MATEO LABOR COUNCIL

  • SAN FRANCISCO LBR COUNCIL

  • PORTLAND LOCAL 8 FCU

  • PLUMBR & PIPEFTRS LU 761

  • PLUMBR & PIPEFTRS LU 442

  • PLUMBERS PIPE & REFRIGE

  • PLUMBERS PIPE & REFRIG

  • PLUMBERS LU 598 JATC

  • PLUMBERS LU 598

  • PLUMBERS & STEAMFITTERS

  • PLUMBERS & PIPEFTRS 442

  • PIPENITC

  • PACIFIC NW IRONWORKERS

  • PACIFIC NW CARPENTERS INS

  • PAC NW IRONWORKERS JATC

  • OREGON AFL-CIO

  • OR STATE BLDG & CONST TRD

  • OR FED OF NURSES 5017

  • OR & SW WA PAINTERS

  • OR & SW WA MASON TRADES

  • OPEIU LOCAL 29

  • OPEIU LOCAL 11

  • NW OREGON LABOR COUNCIL

  • NORTHWEST LABOR PRESS

  • NORCAL LMCT

  • NECA-IBEW TRAINING TRUST

  • MACHINISTSBOILERMKRS FCU

  • LUMBERSAWMILL WRKRS 2949

  • LOWER COLUMBIA LONGSHORE

  • LABORS COMM SERV AG INC

  • LABORERS 483 MUNICIPAL EE

  • IUPAT DIST COUNCIL 5

  • IRONWORKERS USA FCU

  • IRONWORKERS LOCAL 516

  • IRONWORKERS LOCAL 29

  • IRONWORKERS LOCAL 27

  • IRONWORKERS LOCAL 14

  • INTER FED OF PROF & TECH

  • ILWU LOCAL UNION 8

  • ILWU LOCAL 40

  • IBEW LOCAL 48

  • IBEW LOCAL 332

  • IBEW LOCAL 180

  • IBEW LOCAL 73

  • IBEW LOCAL 6

  • IBEW LOCAL 354 FCU

  • IBEW LOCAL 291

  • IBEW & UNITED WORKERS FCU

  • GREENBOX MECHANICAL

  • FIREFIGHTERS LOCAL 1014

  • ELEVATORS CONSTRUCTORS

  • ELEVATOR CONSTRUCTORS 8

  • ELEVATOR CONSTR LU 18

  • EISB INC

  • DURARD MCKENNA & BORG

  • DISTRICT LODGE W-24IAMW

  • DISTRICT COUNCIL OF IRONWORKERS

  • COMMUNICATION WRKRS 9410

  • COLUMBIA PAC BLDG TRADES

  • CITY OF VANCOUVER

  • CENTRAL OR CARPENTERS LU

  • CENTRAL OR CARPENTERS LU

  • CEMENT MASONS LOCAL 555

  • CARPENTERS TRUST FUNDS

  • CARPENTERS INTL TR FUND

  • CALIF FED OF TEACHERS

  • BRICKLAYERS & ALLIED LU 3

  • BOILERMAKERS LU 11

  • BERKELEY FED OF TEACHERS

  • BAKERS UNION LOCAL 125

  • BAKERS LOCAL 114

  • BAC LOCAL 1 - ORWAIDMT

  • ASSN WESTERN PULPPAPER

  • ASBESTOS WORKERS 36

  • ARCHDIOCESE OF PORTLAND

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 corporations and trusts

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

  • MANOR MGMT SERVICES INC

  • NW NATURAL GAS

  • NW NATURAL GAS - LIFE

  • WALT DISNEY

Provenance

Return type
form_990
Tax year
2022
Filed
14 December 2023
IRS schema version
2022v5.0
Source object
202440169349304094

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