2024-07-22T08:04:59-05:00 2023-09-30 WITHUMSMITHBROWNPC 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 990 2022-10-01 930464898 OREGON BAKERS UNION TRUST FUND % WILLIAM C EARHART COMPANY OREG 5032825581 PO BOX 4148 PORTLAND OR 97208 TAYLOR ALMOND TRUSTEE/CHAIR 5032825581 2024-07-11 true TAYLOR ALMOND 999009999 JAMES N BROWNING P01451906 9252779100 3 2022 2023-04-26 12:10:37Z TAYLOR ALMOND PO BOX 4148 PORTLAND OR 97208 35529182 false X N/A X 1952 OR TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE COLLECTIVELY BARGAINED MEMBERS. 6 1 0 0 0 0 0 0 15227693 14999286 -12136 187795 0 0 15215557 15187081 0 0 13925333 12821377 0 0 0 0 0 436010 397735 14361343 13219112 854214 1967969 13464626 15485242 2446248 2327152 11018378 13158090 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE COLLECTIVELY BARGAINED PARTICIPANTS AND THEIR DEPENDENTS. false false PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THIER DEPENDENTS. false false false false false false false false false false false false true true true true false false false false false false false false false false false false false false false false false false false false false false false false true false false true 5 0 true 0 false false false false false false false false X 6 1 false true false false false false false true true false false true true true true true true false false false X WILLIAM C EARHART COMPANY 5032825581 PO BOX 4148 PORTLAND OR 97208 X DARREN HAMANN TRUSTEE/CHAIRMAN 4.0 0.0 X X 0 0 0 SEAN HAMMOND TRUSTEE/SECRETARY 4.0 0.0 X X 0 0 0 TAYLOR ALMOND TRUSTEE 1.0 0.0 X 0 0 0 JERRY D'AMBROSIO TRUSTEE 1.0 0.0 X 0 0 0 JOHN ONTIVEROS TRUSTEE 1.0 0.0 X 0 0 0 ANDREW STERN TRUSTEE 1.0 0.0 X 0 0 0 SEE SCH O FOR COMPENSATION PAID BY RELATED ORGANIZATIONS 0.0 0.0 X 0 0 0 0 0 0 0 false false false William C Earhart Co Inc PO Box 4148 PORTLAND OR 97208 Third Party Admin 129259 1 0 EMPLOYER CONTRIBUTIONS 900099 14749581 14749581 PARTICIPANT CONTRIBUTIONS 900099 249705 249705 14999286 339422 339422 0 0 0 0 0 20190474 20342101 -151627 -151627 -151627 0 0 0 0 0 0 0 0 0 0 15187081 14999286 187795 0 0 0 12821377 0 0 0 0 0 0 181229 19150 41184 0 0 75260 29337 0 17650 1281 0 0 0 0 26794 0 0 0 4705 DUES AND SUBSCRIPTIONS 1145 13219112 3334175 1462562 52658 3126506 0 0 1286312 1211859 0 0 0 0 0 0 0 0 4673 3529 0 0 7494248 7720376 0 0 0 0 0 0 1292560 1960410 13464626 15485242 49602 59863 0 0 19750 19750 0 0 0 0 0 0 0 0 0 0 2376896 2247539 2446248 2327152 X 0 0 0 0 11018378 13158090 11018378 13158090 13464626 15485242 1967969 171743 X X false true X true false ACCRUED INTEREST RECEIVABLE 77166 EXPERIENCE-RATED REFUND 1444510 STABILIZATION RESERVE 438734 1960410 0 PREMIUMS PAYABLE 6539 CLAIMS PAYABLE 25000 ACCUMULATED ELIGIBILITY CREDIT 2216000 2247539 X 15283564 171743 171743 15111821 75260 75260 15187081 13182016 13182016 75260 -38164 37096 13219112 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF SEPTEMBER 30, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS. FORM 990, PART VI, SECTION B, LINE 11B: THE FORM 990 HAS BEEN PROVIDED TO ALL GOVERNING BOARD MEMBERS PRIOR TO FILING. THE FORM IS REVIEWED FOR COMPLETENESS AND ACCURACY BY THE GOVERNING BOARD MEMBERS. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION A, LINE 3: THE TRUST HAS CONTRACTED WITH WILLIAM C. EARHART COMPANY, INC. TO PROVIDE DAY-TO-DAY ADMINISTRATIVE SERVICES FOR THE TRUST. FORM 990, PART VI, SECTION B, LINE 12C: TRUSTEES AND SERVICE PROVIDERS OF THE TRUST ARE EXPECTED TO DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST. AN INFORMAL REVIEW OF POTENTIAL AND ACTUAL CONFLICTS OF INTERESTS MAY BE CONDUCTED IN ACCORDANCE WITH THE ANNUAL AUDIT OF THE TRUST AND THE CONFLICT OF INTEREST POLICY WILL BE DISCUSSED BY THE TRUSTEES FROM TIME TO TIME. FORM 990, PART VII, SECTION A, LINE 1A: TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE THIRD-PARTY ADMINISTRATOR, WILLIAM C. EARHART COMPANY, INC. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES HAS RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. BAKERY TOBACCO & GRAIN AFL-CIO LU #114 7931 NE HALSEY ST STE 205 PORTLAND OR 97213 930117719 LABOR ORG. OR 501 (C) (5) NA false BAKERY TOBACCO & GRAIN AFL-CIO LU #9 N/A BAKERY TOBACCO & GRAIN AFL-CIO LU #364 N/A false false false false false false false false false false false false false false false false false false false SCHEDULE R, PART III THROUGH IV IDENTIFICATION OF RELATED ORGANIZATIONS: THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF SEPTEMBER 30, 2023 THERE ARE APPROXIMATELY 11 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (PARTNERSHIP, TAXABLE CORPORATION OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII BELOW AND NOT ON PARTS III THROUGH IV BY FEDERAL TAX CLASSIFICATION, EXCEPT FOR THOSE LOCAL UNIONS WHICH ARE TAX-EXEMPT ORGANIZATIONS AND ARE LISTED IN PART II WITH THEIR NAME ONLY COMPLETED AS PER THE FILING INSTRUCTIONS OF THE SCHEDULE. BAY STATE MILLING CO. BIMBO BAKERIES USA FRANZ SPRINGFIELD GRAIN CRAFT KROGER-HRSSC ROSAUERS SUPERMARKET, INC SAFEWAY STORES INC SMITH'S COOKIES THE OLSON BAKING CO UNITED STATES BAKERY US BAKERIES OUTLET STORES