2025-11-17T15:43:25-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2024-01-01 930634959 AGC-IUOE LOCAL 701 TRAINING TRUST FUND AGC- 2064417574 PO BOX 34203 SEATTLE WA 98124 JAMES ANDERSON TRUSTEE 2064417574 2025-11-14 1 0 MICHAEL T MEAD CPA P01893207 4252506100 2025-11-11 2024 2025-03-06 01:10:19Z JAMES ANDERSON 555 E FIRST ST GLADSTONE OR 97027 2789548 0 X WWW.OETRAINING.ORG X 1975 WA PROVIDE OCCUPATIONAL TRAINING BENEFITS FOR PARTICIPANTS 8 5 11 8 0 0 0 0 2557522 2547497 59967 229185 0 12866 2617489 2789548 0 0 0 0 1020831 1176576 0 0 0 1275961 1388598 2296792 2565174 320697 224374 9818960 10362977 805536 756565 9013424 9606412 PROVIDE OCCUPATIONAL TRAINING BENEFITS FOR PARTICIPANTS 0 0 2024555 2560363 PROVIDE OCCUPATIONAL TRAINING BENEFITS FOR PARTICIPANTS 2024555 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 9 0 11 1 0 0 0 0 0 0 0 0 0 0 X 8 5 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 X WELFARE AND PENSION ADMIN 2064417574 PO BOX 34203 SEATTLE WA 98124 KYLE IZATT SECRETARY 1.00 X 0 0 0 RYAN MCDONALD VICE SECRETARY 1.00 X 0 0 0 JAKE AUSMUS TRUSTEE 1.00 X 0 0 0 KRIS FIX TRUSTEE 1.00 X 0 0 0 URIAH CHIPMAN TRUSTEE 1.00 X 0 0 0 KIM JOHANSEN TRUSTEE 1.00 X 0 0 0 JAMES ANDERSON CHAIRMAN 1.00 X 0 0 0 SCOTT ANDERSON VICE CHAIRMAN 1.00 X 0 0 0 LONNY LAND TRAINING DIRECTOR 1.00 X 150000 0 35088 CLINT JOHANSEN EMPLOYEE 1.00 X 124309 0 29606 CHARLIE PARDEE EMPLOYEE 1.00 X 103237 0 30820 CHAD OATHOUT EMPLOYEE 1.00 X 101504 0 31867 DAVID SANDERS EMPLOYEE 1.00 X 100738 0 30421 579788 0 157802 5 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 2544697 2544697 OUTSIDE TRAINING 900099 2800 2800 2547497 229185 229185 OTHER INCOME 900099 12866 12866 12866 2789548 2560363 0 229185 185088 185088 706059 529544 176515 94485 70864 23621 102126 76595 25531 88818 66614 22204 14605 14605 11827 11827 28532 28532 58032 43524 14508 62033 62033 125433 94075 31358 8335 8335 364125 273094 91031 122285 91714 30571 EQUIPMENT REPAIR & MAIN 267336 267336 STUDENTS ROOM AND BOARD 226671 226671 TRAINING EXPENSES 66253 66253 ALL OTHER EXPENSES 33131 24848 8283 2565174 2024555 540619 0 1409500 661694 130807 642207 291620 218427 92521 93631 5311865 2975037 2119678 2336828 4270827 5738325 753064 0 750943 671865 9818960 10362977 54593 84700 750943 671865 805536 756565 X 0 0 0 0 9013424 9606412 9013424 9606412 9818960 10362977 224374 368614 0 X 0 1 X 1 0 X 496813 186744 310069 4529591 2625391 1904200 285461 162902 122559 2336828 RIGHT TO USE ASSET 671865 671865 LEASE LIABILITY 671865 671865 3129630 368614 368614 2761016 28532 28532 2789548 2536642 0 2536642 28532 28532 2565174 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 POLICIES ARE POSTED AT UNION HALL AND AT THE TRAINING CENTER. NEW HIRES ARE PROVIDED WITH THE COPY OF THE POLICY BEFORE APPLICATION PROCESS AND AGAIN AFTER JOINING THE PROGRAM. 0 0 0 0 0 0 0 0 0 LONNY LAND TRAINING DIRECTOR 150000 0 0 0 0 0 20592 0 14496 0 185088 0 0 0 CLINT JOHANSEN EMPLOYEE 124309 0 0 0 0 0 15110 0 14496 0 153915 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS DELEGATED THE ADMINISTRATOR OF FUND CONTRIBUTIONS PROCESSING TO A THIRD-PARTY ADMINISTRATOR: WELFARE & PENSION ADMINISTRATION SERVICE, INC. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF FORM 990 IS GIVEN TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING. ANY QUESTIONS THAT THE CHAIRMAN HAS ARE ANSWERED BEFORE THE RETURN IS FINALIZED. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES ARE REQUIRED TO DISCLOSE TO THE BOARD OF TRUSTEES ANY CONCLICT OR POTENTIAL CONFLICT THAT ARISES UPON DISCOVERY. IT IS LEFT UP TO INDIVIDUAL TRUSTEES TO COME FORWARD WITH SUCH INFORMATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST THROUGH THE PLAN ADMINISTRATOR. AGC-IUOE LOCAL 701 TRUST FUNDS PO BOX 85 GLADSTONE OR 97027 936022485 PROVIDE PENSION BENEFITS FOR ELIGIBLE EMPLOYEES OR 501 (C) 0 AGC OF OREGON COLUMBIA CHAPTER 9450 SW COMMERCE CIRCLE 200 WILSONVILLE OR 97070 930115390 JOINT PLAN SPONSOR OR 501 (C) 0 LOCAL 3 PO BOX 5073 LIVERMORE CA 94551 940577785 CA 501 (C) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTI-EMPLOYER TRUST THAT PROVIDES HEALTH BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF DECEMBER 31, 2024, THERE ARE APPROXIMATELY 178 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 (DISREGARDED ENTITY, TAX-EXEMPT ORGANIZATION, PARTNERSHIP, TAXABLE CORPORATION OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATION 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 II THROUGH IV BY FEDERAL TAX CLASSIFICATION. A B UTILITYCONTR INC ACCESS LTDCONST ACTIVE CONSTINC ADVANCED AMERICANCONS ADVANCED EXCAVATING ADVANCED GEOSOLUTIONS AM CRANE RENTAL AMERICAN CIVILCONST AMERICAN IRONWORKS& ANDERSEN STRUCTRSLLC APOLLO INC ARMADILLOBORING,INC. B5X INDUSTRIESLLC BADGER DAYLIGHTING BARNHART CRANE& RIG BIGGE CRANE& RIGG CO BLATTNER ENERGYINC BORSHEIM CRANESERVICE BPW COMPANYLLC BRAGG INVESTMENTCO. 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