Skip to content
Nonprofiteer
← AGC HEALTH BENEFIT TRUST FUND

Form 990 for tax year 2022

Filed by AGC HEALTH BENEFIT TRUST FUND.

Totals

Total revenue
$7,942,725
Total expenses
$7,980,760
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$7,971,558
Investment income
-$29,274
Other revenue
$441
Total assets, end of year
$1,744,399
Total liabilities, end of year
$152,593
Net assets or fund balances, end of year
$1,591,806
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 $7,943,659 · related or exempt $7,943,659

  • 2b · Program service revenue: PARTICIPANT CONTRIBUTIONS

    total $27,899 · related or exempt $27,899

  • 3 · Investment income

    total $23,495 · excluded $23,495

  • 7a · Gross sales of assets other than inventory

    securities $1,160,426

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

    securities $1,213,195

  • 7c · Gain or loss

    securities -$52,769

  • 7d · Net gain or loss

    total -$52,769 · excluded -$52,769

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $441 · excluded $441

  • 11e · Other revenue, total

    $441

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $7,442,529

  • 11a · Fees: management

    total $507,740

  • 11b · Fees: legal

    total $7,905

  • 11c · Fees: accounting

    total $21,514

  • 11g · Fees: other

    total $243

  • 13 · Office expenses

    total $402

  • 23 · Insurance

    total $427

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $524,582 · end of year $136,279

  • 2 · Savings and temporary cash investments

    end of year $32,710

  • 4 · Accounts receivable

    beginning of year $22,127 · end of year $20,338

  • 9 · Prepaid expenses and deferred charges

    end of year $4,697

  • 11 · Investments: publicly traded securities

    beginning of year $1,170,626 · end of year $1,550,375

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,459 · end of year $4,061

  • 25 · Other liabilities

    beginning of year $96,011 · end of year $148,532

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,617,865 · end of year $1,591,806

Mission and programs · 2022

Mission

THE PURPOSE OF THE TRUST IS TO PROVIDE FOR THE FUNDING OF HEALTH AND WELFARE BENEFITS FROM THE CONTRIBUTIONS OF EMPLOYERS, EMPLOYEES AND ANY PERSONS ELIGIBLE TO MAKE SELF PAYMENTS UNDER THE APPLICABLE LAW.

Activities or mission (Part I)

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.

  • THE PURPOSE OF THE TRUST IS TO PROVIDE FOR THE FUNDING OF HEALTH AND WELFARE BENEFITS FROM THE CONTRIBUTIONS OF EMPLOYERS, EMPLOYEES AND ANY PERSONS ELIGIBLE TO MAKE SELF PAYMENTS UNDER THE APPLICABLE LAW.

As filed on the 2022 return.

Listed in Part VII

  • Leigh Tapani

    TRUSTEE CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • Stacy Lewallen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Roger Silbernagel

    TRUSTEE (THRU 07/2022)

    Total calculated
    $0
    Hours/week
    0.5

  • Jonathan Woolworth

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

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.

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.

  • LANTZ ELECTRIC INC

Related corporations and trusts

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

  • AGC OREGON COLUMBIA CHAPTER

  • ANDERSON POOLWORKS

  • ARC FABRICATION LLC

  • BEGGS CONSTRUCTION INC

  • BENT LLC

  • BRX INC

  • CARTER & COMPANY INC

  • CIVILWORKS NW INC

  • DAVIDSON & DOLAN INC

  • DEWITT CONSTRUCTION INC

  • EFFICIENCY HEATING & COOLING

  • ENTREPRISES USA INC

  • FORESS SIGN & MANUFACTURING LLC

  • GORMLEY PLUMBING & MECHANICAL

  • GROW CONSTRUCTION LLC

  • H & J CONSTRUCTION INC

  • HARDING & DAUGHTERS INC

  • HATCH WESTERN COMPANY INC

  • HENNICK'S HOME CENTER INC

  • HIGH DESERT AGGREGATE & PAVING INC

  • INDUSTRIAL SYSTEMS INC

  • JENSEN DRILLING COMPANY

  • JIMCO ELECTRICAL CONTRACTING

  • JR MERIT INC

  • LAN TEL SERVICES INC

  • LANDIS & LANDIS CONSTRUCTION LLC

  • LARUSSO CONCRETE INC

  • LEGACY CONTRACTING INC

  • MCCORMACK CONSTRUCTION COMPANY

  • MCKENZIE COMMERCIAL CONTRACTORS INC

  • MID-VALLEY COMMERCIAL CONSTRUCTION INC

  • MODOC CONTRACTING CO INC

  • NATURAL STONE DESIGNS INC

  • NORTHCORE USA LLC

  • NORTHWEST MASONRY RESTORATION LLC

  • NW METAL FABRICATORS INC

  • OREGON STATE BRIDGE CONSTRUCTION

  • PACIFIC CREST CONSTRUCTION

  • PACIFICMARK CONSTRUCTION CORP

  • PC ELECTRIC

  • PINE RIDGE INVESTMENT CORPORATION

  • PMG INC ASBESTOS REMOVAL

  • PORTLAND ELECTRICAL CONSTRUCTION INC

  • RA GRAY CONSTRUCTION LLC

  • RAY E WELLS INC

  • RICKENBACH CONSTRUCTION INC

  • RIVER ROOFING INC

  • ROSE CITY CONTRACTING INC

  • SIEGNER & COMPANY

  • SKYLINE CONSTRUCTION

  • SOLID FORM FABRICATION

  • STRAUSS EXCAVATION INC

  • TAPIO CONSTRUCTION INC

  • TNT BUILDERS INC

  • TT & L SHEET METAL INC

  • WEBB INDUSTRIES INC

Provenance

Return type
form_990
Tax year
2022
Filed
7 February 2024
IRS schema version
2022v5.0
Source object
202430459349301023

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.