2025-11-11T11:09:51-06:00 2024-12-31 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON ROAD STE 400 SAN RAMON CA 94583 990 2024-01-01 463907102 Oregon Homecare Workers Benefit Trust % MAGNACARE OREG 2068592642 525 NE OREGON STREET PORTLAND OR 97232 MELISSA UNGER CHAIR 2068592642 2025-11-17 true true ALBERT LEECH P01797541 9252779100 2024 2025-03-06 01:10:19Z MELISSA UNGER 525 NE OREGON STREET PORTLAND OR 97232 35978160 false X www.orhomecaretrust.org X 2013 OR PROVIDE HEALTH AND RELATED BENEFITS TO PARTICIPANTS. 6 5 0 0 0 0 0 0 26874992 34979426 3895 47327 495564 951407 27374451 35978160 0 0 26126316 25220979 0 0 0 0 0 5419199 5867598 31545515 31088577 -4171064 4889583 19315203 24002553 16604400 16067689 2710803 7934864 X TO PROVIDE DENTAL, VISION, EMPLOYEE ASSISTANCE PROGRAM AND PAID TIME OFF BENEFITS TO ELIGIBLE PARTICIPANTS. false false PROVIDED DENTAL, VISION, EMPLOYEE ASSISTANCE PROGRAM AND PAID TIME OFF BENEFITS TO ELIGIBLE PARTICIPANTS. false false false false false false false false false false false false false 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 false false true false false true 11532 0 true 0 false false false false false false false false X 6 5 false true false false false false false true true false false true true true true true true false false false X MAGNACARE 2068592642 525 NE OREGON STREET PORTLAND OR 97232 Melissa Unger CHAIR 1.0 40.0 X X 0 0 0 Joy'e Willman SECRETARY 1.0 0.0 X X 0 0 0 ANGELA JELLEY TRUSTEE 1.0 0.0 X 0 0 0 CRISTAL DEJARNAC TRUSTEE 1.0 0.0 X 0 0 0 CRISTINA AVILES TRUSTEE 1.0 0.0 X 0 0 0 JOSEFINA RIGGS TRUSTEE 1.0 0.0 X 0 0 0 VANESSA HERRIOTT TRUSTEE (until 03/2024) 1.0 0.0 X 0 0 0 REBECCA SANDOVAL SECRETARY (until 04/2024) 1.0 0.0 X 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 Magnacare 1600 Stewart Avenue Suite 200 WESTBURY NY 11590 Administrator 2736867 Rise Partnership 525 NE Oregon St PORTLAND OR 97232 Contract Service 3035291 2 0 STATE OF OREGON - MED/DENT/EA 900099 34960116 34960116 PARTICIPANT CONTRIBUTIONS 900099 19310 19310 34979426 47327 47327 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 UTILIZATION SUBSIDY 900099 951407 951407 951407 35978160 35930833 0 47327 0 0 0 25220979 0 0 0 0 0 0 2733177 67641 52340 0 0 0 2583666 0 383993 0 0 0 7497 0 0 0 0 0 39284 31088577 19015203 23702553 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 300000 300000 0 0 0 0 0 0 19315203 24002553 295298 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 16309102 16067689 16604400 16067689 X 0 0 0 0 2710803 7934864 2710803 7934864 19315203 24002553 X 4889583 334478 X X false false false 0 ACCUMULATED ELIGIBILITY CREDIT 16067689 16067689 FORM 990, PART VI, SECTION A, LINE 3: THE TRUST HAS CONTRACTED WITH MAGNACARE AND RISE PARTNERSHIP. TO PROVIDE DAY-TO-DAY ADMINISTRATIVE SERVICES TO THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B: THE BOARD OF TRUSTEES ARE EACH PROVIDED A COPY OF FORM 990. THE FORM 990 IS REVIEWED BY MAGNACARE'S MANAGEMENT AND BY THE TRUST DIRECTOR PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C: ALL MEMBERS OF THE BOARD OF TRUSTEES ARE COVERED BY THE CONFLICT-OF-INTEREST POLICY. IF AND WHEN A POTENTIAL CONFLICT OF INTEREST IS DISCLOSED, THE BOARD OF TRUSTEES WILL REVIEW THE MATTER AND DETERMINE THE APPROPRIATE ACTION, IF ANY. FORM 990, PART VI, SECTION B, LINE 15: THE TRUST DOES NOT HAVE EMPLOYEES; THEREFORE, THERE ARE NO COMPENSATION REVIEW PROCEDURES. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTERST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST BUT NOT TO THE GENERAL PUBLIC. FORM 990, PART VII: MELISSA UNGER SERVES AS THE CHAIR OF THE ORGANIZATION. MELISSA IS ALSO ON THE BOARD OF DIRECTORS OF RISE PARTNERSHIP. WHICH PROVIDES CERTAIN ADMINISTRATIVE SERVICES TO THE ORGANIZATION. MELISSA IS NOT COMPENSATED BY EITHER THE ORGANIZATION OR RISE PARTNERSHIP. AND REFRAINS FROM VOTING ON THE CONTRACT WITH RISE PARTNERSHIP. FORM 990, PART VII, 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 TRUST'S THIRD-PARTY ADMINISTRATOR, MAGNACARE. FORM 990, PART VII, LINE 1: THE ORGANIZATION USES THE MODIFIED CASH BASIS OF ACCOUNTING. FORM 990, PART XI, LINE 8: In connection with our financial reporting transition from accrual basis to modified cash basis of accounting, we have made prior period adjustments to ensure consistency and accuracy across reporting years. Specifically, we revisited and corrected the beginning net asset reconciliations for each year dating back to 2022. These corrections were necessary to align our opening balances with the modified cash basis of accounting methodology. Additionally, we revised certain annual adjustments to eliminate year-end accruals that are not applicable under the modified cash basis of accounting. These changes have been consistently applied and carried forward through the 2023 and 2024 reporting periods to maintain comparability and integrity in our financial statements. These adjustments do not reflect changes in underlying financial activity, but rather a reclassification to conform with the modified cash basis of accounting. Oregon Homecare Workers Supplemental Tru 12121 Harbour Reach Drive St 105 Mukilteo WA 98275 463915049 HEALTH BEN. OR 501(C)(5) N/A NA false SERVICE EMPLOYEES INTERNATIONAL UNION 50 1730 COMMERCIAL STREET SE SALEM OR 97302 930323147 LABOR ORG. OR 501(C)(5) N/A NA false SEIU 503 TRAINING PARTNERSHIP 525 NE OREGON STREET PORTLAND OR 97232 836554307 TRAINING OR 501(C)(3) N/A NA false FORUM BUILDING LLC 525 NE OREGON STREET PORTLAND OR 97232 833926364 BUILDING CORP OR 501(C)(2) N/A NA false RISE PARTNERSHIP 525 NE Oregon Street Portland OR 97232 883573790 Membership an OR 501(C)(3) LINE 2 na false false false false false false false false false false false true false false false false false false RISE PARTNERSHIP M 3035291 ACTUAL FEES