2024-05-09T19:33:55-05:00 2023-06-30 MILLER KAPLAN ARASE LLP 4123 LANKERSHIM BLVD NORTH HOLLYWOOD CA 916022828 990 2022-07-01 956105499 OPERATING ENGINEERS JOURNEYMAN AND APPRENTICE TRAINING TRUST % MICHAEL B DE CHELLIS OPER 6263561000 100 CORSON ST STE 100 PASADENA CA 91103 David Sikorski Trustee 6263561000 2024-04-29 true David Sikorski 999009999 Liel Shemtov P02007634 8187692010 3 2022 2023-04-26 12:10:37Z X MICHAEL B DE CHELLIS 100 CORSON ST STE 100 PASADENA CA 91103 52409496 false X www.oett.net X 1964 CA SEE SCHEDULE O 12 12 69 0 0 0 184112 1155 19299413 19316548 252337 334660 168252 118050 19904114 19770413 0 0 0 0 8580142 9445322 0 0 0 6971767 7361338 15551909 16806660 4352205 2963753 34939908 38390878 830038 1061427 34109870 37329451 X SEE SCHEDULE O false false SEE SCHEDULE O false false false false false false false false false true false false false true true true false false false false false false false false false false false false true false false false false false false false false false false false true false false true 17 0 true 69 true false false false false false false false false X 12 12 true true false false false false false true true false false true false true true true true false X MICHAEL B DE CHELLIS 6263561000 100 CORSON ST STE 100 PASADENA CA 91103 CHARLES KILLIAN CHIEF FINANCIAL OFFICER - PAST 2.0 38.0 X 0 336021 35405 MICHAEL B DE CHELLIS FUND MANAGER 2.0 38.0 X 0 234343 48135 LARRY HOPKINS DIRECTOR OF TRAINING 40.0 0.0 X 200508 0 58392 EDIK MAGARDOMYAN CHIEF INFORMATION OFFICER 1.0 39.0 X 0 187186 48135 JOSEPH R EHRBAR FUND MANAGER - PAST 2.0 38.0 X 0 195838 35405 DENISE DARWIN DIRECTOR OF IT APPLICATIONS 1.0 39.0 X 0 171093 48135 LONG VOONG DIRECTOR OF IT SECURITY/INFRA. 1.0 39.0 X 0 154613 48135 GEORGE DE VASTO IT MANAGER 1.0 39.0 X 0 146733 48135 RONALD J SIKORSKI TRUSTEE - PAST 1.0 5.0 X 0 0 0 larry davison TRUSTEE - PAST 1.0 5.0 X 0 0 0 dave garbarino TRUSTEE 1.0 5.0 X 0 0 0 SHAWN KINSEY TRUSTEE 1.0 5.0 X 0 0 0 DAVID SIKORSKI TRUSTEE 1.0 5.0 X 0 0 0 PAUL VON BERG TRUSTEE 1.0 2.0 X 0 0 0 MIKE GOMEZ TRUSTEE 1.0 1.0 X 0 0 0 JAMES HULSE TRUSTEE 1.0 1.0 X 0 0 0 JIM RYAN TRUSTEE 1.0 5.0 X 0 0 0 JAIMIE ANGUS TRUSTEE 1.0 5.0 X 0 0 0 CHARLES CHAPMAN TRUSTEE - PAST 1.0 5.0 X 0 0 0 RAY BACA TRUSTEE 1.0 2.0 X 0 0 0 GEORGE BUTOROVICH TRUSTEE 1.0 5.0 X 0 0 0 PERRY HAWKINS TRUSTEE 1.0 5.0 X 0 0 0 John Matich TRUSTEE 1.0 1.0 X 0 0 0 Steve Clark TRUSTEE 1.0 1.0 X 0 0 0 Stanley Howard TRUSTEE 1.0 5.0 X 0 0 0 Ken Hunt TRUSTEE 1.0 5.0 X 0 0 0 Robert Ninteman TRUSTEE 1.0 5.0 X 0 0 0 200508 1425827 369877 38 false true false 0 1155 1155 1155 EMPLOYER CONTRIBUTIONS 900099 18114483 18114483 0 0 APPRENTICESHIP PROGRAM REIMBURSEMENTS 900099 770217 770217 0 0 APPRENTICESHIP PROGRAM GRANT 900099 391724 391724 0 0 COLLECTION AND DELINQUENCY INCOME 900099 30407 30407 0 0 INTEREST ON DELINQUENT CONTRIBUTIONS 900099 9717 9717 0 0 19316548 474705 0 0 474705 0 0 26716 0 0 26716 26716 0 0 26716 32229038 270000 32591755 47328 -362717 222672 -140045 0 0 -140045 0 0 0 0 0 0 0 0 0 MISCELLANEOUS INCOME 900099 16922 16922 0 0 TEXTBOOK AND TOOL INCOME 900099 31653 31653 0 0 REIMB. FROM S.N.O.E.J.A.T.T. 900099 42759 42759 0 0 91334 19770413 19407882 0 361376 0 0 0 0 257929 0 5833531 2006170 873184 474508 0 70582 43252 0 0 44478 44466 135 431430 0 0 697545 367484 0 89620 0 0 2227331 697637 REIMBURSED EXPENSES OEF, INC. 466940 INTL UNION OF OE NATL TR FD 826700 EQUIPMENT EXPENSES 318492 FUEL AND OIL 391801 643445 16806660 0 0 1551018 1234414 0 0 2289259 2507293 0 0 0 0 0 0 0 0 19443 15709 39957569 28314611 11014532 11642958 20065656 22990504 0 0 0 0 0 0 0 0 34939908 38390878 771954 839522 0 0 0 0 0 0 0 0 0 0 0 0 0 0 58084 221905 830038 1061427 X 0 0 0 0 34109870 37329451 34109870 37329451 34939908 38390878 2963753 255828 X false true X true 826489 826489 8779998 6491844 2288154 30070833 21661846 8408987 280249 160921 119328 11642958 0 CHECKING ACCOUNTS-OUTSTANDING ITEMS 127780 EXCHANGES PAYABLE 12969 LEASE LIABILITY 81156 221905 X 19981763 255828 -44478 211350 19770413 19770413 16762182 16762182 44478 44478 16806660 PART X, LINE 2: accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the trust and recognize a tax liability if the trust has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. the trust is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. PART XI, LINE 2D and part xii, line 4b: Investment management fees offset with investment income on audited financial statements and reported on form 990, part IX, line 11f. X X X false false false LARRY HOPKINS DIRECTOR OF TRAINING 199758 0 0 0 750 0 41028 0 17364 0 258900 0 JOSEPH R EHRBAR FUND MANAGER - PAST 0 192392 0 0 0 3446 0 22487 0 12918 0 231243 DENISE DARWIN DIRECTOR OF IT APPLICATIONS 0 171093 0 0 0 0 0 30771 0 17364 0 219228 CHARLES KILLIAN CHIEF FINANCIAL OFFICER - PAST 0 325854 0 0 0 10167 0 22487 0 12918 0 371426 MICHAEL B DE CHELLIS FUND MANAGER 0 218766 0 0 0 15577 0 30771 0 17364 0 282478 EDIK MAGARDOMYAN CHIEF INFORMATION OFFICER 0 187186 0 0 0 0 0 30771 0 17364 0 235321 LONG VOONG DIRECTOR OF IT SECURITY/INFRA. 0 154613 0 0 0 0 0 30771 0 17364 0 202748 GEORGE DE VASTO IT MANAGER 0 146733 0 0 0 0 0 30771 0 17364 0 194868 PART I, LINE 1 AND PART III, LINES 1 AND 4A: TO PROMOTE AND IMPROVE TRAINING AND APPRENTICESHIP IN THE OPERATING ENGINEER CRAFT COVERED BY THE COLLECTIVE BARGAINING AGREEMENTS. PART VI, LINE 2: RONALD SIKORSKI (FATHER) AND DAVID SIKORSKI (SON) ARE UNION TRUSTEES. PART VI, LINE 3: OPERATING ENGINEERS FUNDS, INC. OVERSEES MANAGEMENT DUTIES AND PROVIDES ADMINISTRATIVE SERVICES. PART VI, LINES 6-7: THE VOTING MEMBERS OF THE TRUST CONSISTS OF TWELVE TRUSTEES, SIX "EMPLOYER TRUSTEESSIX TRUSTEES." PART VI, LINE 11B: FORM 990 WAS DISTRIBUTED TO THE RESPONSIBLE TRUST ADMINISTRATORS (INCLUDES MEMBERS OF THE BOARD OF TRUSTEES) AND WAS REVIEWED BEFORE IT WAS FILED. PART VI, LINES 15A-15B: SALARIES OF THE DIRECTOR OF TRAINING AND OTHER EMPLOYEES ARE REVIEWED BY THE BOARD OF TRUSTEES AND ARE COMPARABLE TO SALARIES OF SIMILAR POSITIONS. THE TRUST ALSO SHARES COMMON TRUSTEES WITH THE OPERATING ENGINEERS FUNDS, INC. (A RELATED ORGANIZATION) WHICH PAYS THE SALARIES TO CERTAIN EMPLOYEES AND IS REIMBURSED BY THE TRUST FOR ITS ALLOCABLE SHARE. THE BOARD OF TRUSTEES OF THE OPERATING ENGINEERS FUNDS, INC. REVIEWS THE SALARIES OF EMPLOYEES TO COMPARABLE SALARIES OF SIMILAR POSITIONS. PART VI, LINE 19: THE TRUST'S GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR INSPECTION UPON REQUEST. ADDITIONALLY, COPIES OF FINANCIAL STATEMENTS ARE DISTRIBUTED TO THE TRUSTEES ON A REGULAR BASIS. OPERATING ENGINEERS PENSION TRUST 100 CORSON ST STE 100 PASADENA CA 91103 956032478 PENSION TR CA 501(A) N/A N/A false OPERATING ENGINEERS H&W FUND 100 CORSON ST STE 100 PASADENA CA 91103 956034886 H & W TR CA 501(C)(9) N/A N/A false OPER ENG VACATION-HOLIDAY SAVINGS TRuST 100 CORSON ST STE 100 PASADENA CA 91103 956067144 VACATION TR CA 501(C)(9) N/A N/A false OPER ENG LO 12 DEFINED CONTRIBUTION TR 100 CORSON ST STE 100 PASADENA CA 91103 830984282 PENSION TR CA 401(A) N/A NA false see supplemental information na OPERATING ENGINEERS FUNDS INC 100 CORSON ST STE 100 PASADENA CA 91103 952694167 PROVIDE ADMIN CA NA C CORP false see supplemental information na false false false false false false false false false false false false true true true true true true false PART III, LINE 1 AND PART IV, LINE 2: THE TRUST HAS ONE THOUSAND TWENTY-EIGHT CONTRIBUTING EMPLOYERS WHOSE INFORMATION IS AVAILABLE AT THE ADMINISTRATIVE OFFICE.