Nonprofit · EIN 94-2567865
OPERATING ENGINEERS TR FUND H & W PLAN PUBLIC EMPLOYERS DIVISION
Tax-exempt · BOTHELL, WA 98011
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $20,915,093 | $16,048,851 | $4,866,242 | $25,360,966 | $3,988,622 | $21,372,344 |
| December 31, 2023 | 990 | $18,874,962 | $16,982,905 | $1,892,057 | $23,450,253 | $6,276,466 | $17,173,787 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $19,732,276
- Investment income
- $1,182,817
- Net gain from sales of assets
- $61,974
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $14,448,078
- Compensation of officers, directors and key employees
- $245,251
- Other salaries and wages
- $8,602
- Salaries, compensation and benefits (total)
- $269,812
- Professional fundraising fees
- $0
- Legal fees
- $53,946
- Accounting fees
- $100,971
- Occupancy
- $2,949
- Depreciation
- $7,218
Balance sheet and other
- Total assets, start of year
- $23,450,253
- Total assets, end of year
- $25,360,966
- Total liabilities, end of year
- $3,988,622
- Net assets, end of year
- $21,372,344
- Land, buildings and equipment
- $26,449
- Publicly traded securities
- $7,757,768
- Gross unrelated business income
- $1,182,817
- Gross receipts
- $24,537,909
- Employees
- 1
- Volunteers
- 6
- Year formed
- 1976
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Dan Reding | Chairman Trustee or director, Officer | 1 | $0 | $338,825 | $76,129 |
| Dave Harrison | Trustee Trustee or director | 1 | $0 | $277,554 | $76,129 |
| Michael McCall | Director of Benefits Officer | 40 | $158,195 | $0 | $87,056 |
| Austris Rungis | Co-Chairman Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Tim Neep | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Stacey Cue | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Gregory Ramirez | Trustee Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAN REDING | CHARIMAN Trustee or director, Officer | 1 | $0 | $432,365 | $75,642 |
| DAVE HARRISON | TRUSTEE Trustee or director | 1 | $0 | $260,508 | $75,642 |
| TIM NEEP | DIRECTOR Trustee or director | 1 | $0 | $184,525 | $75,642 |
| MICHAEL MCCALL | DIRECTOR OF BENEFITS Highest-paid employee | 40 | $153,342 | $0 | $91,587 |
| STACEY CUE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| AUSTRIS RUNGIS | CO-CHARIMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GREGORY RAMIREZ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 11724 NE 195TH STREET SUITE 30, BOTHELL, WA 98011-3568
- In care of
- % ZENITH AMERICAN SOLUTIONS
- Principal officer (990 for 2024)
- Dan Reding, 1141 Harbor Bay Parkway 100, Alameda, CA 94502
- Signed the 990
- Dan Reding, Chairman
- Phone
- (510) 671-8800
- Return prepared by
- Eide Bailly LLP
Mission
To provide health and welfare benefits to members covered by a collective bargaining agreement between the Union and Employers and participation agreements between the Fund and Employers.
Program accomplishments
- The organization provided health and welfare benefits to approximately 936 members covered by the collective bargaining agreement between the Union and Employers.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 94-2567865
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $25,360,966
- Income (IRS master file)
- $24,537,909
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $20,915,093 | $16,048,851 | $25,360,966 | XML |
| 990 | December 2023 | $18,874,962 | $16,982,905 | $23,450,253 | XML |
| 990 | December 2022 | $15,830,437 | $14,216,308 | $19,329,047 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-2567865).
Questions about OPERATING ENGINEERS TR FUND H & W PLAN PUBLIC EMPLOYERS DIVISION
- What is the EIN of OPERATING ENGINEERS TR FUND H & W PLAN PUBLIC EMPLOYERS DIVISION?
- The employer identification number (EIN) of OPERATING ENGINEERS TR FUND H & W PLAN PUBLIC EMPLOYERS DIVISION is 94-2567865.
- Is OPERATING ENGINEERS TR FUND H & W PLAN PUBLIC EMPLOYERS DIVISION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1999.
- Are donations to OPERATING ENGINEERS TR FUND H & W PLAN PUBLIC EMPLOYERS DIVISION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OPERATING ENGINEERS TR FUND H & W PLAN PUBLIC EMPLOYERS DIVISION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OPERATING ENGINEERS TR FUND H & W PLAN PUBLIC EMPLOYERS DIVISION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OPERATING ENGINEERS TR FUND H & W PLAN PUBLIC EMPLOYERS DIVISION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of OPERATING ENGINEERS TR FUND H & W PLAN PUBLIC EMPLOYERS DIVISION?
- The 990 for the year ended December 31, 2024 names Dan Reding.
- Who are the officers and directors of OPERATING ENGINEERS TR FUND H & W PLAN PUBLIC EMPLOYERS DIVISION?
- The 990 for the year ended December 31, 2024 lists 7 people; 1 received compensation from the organization.
- How much revenue does OPERATING ENGINEERS TR FUND H & W PLAN PUBLIC EMPLOYERS DIVISION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $20,915,093, expenses of $16,048,851 and total assets of $25,360,966 at year end.
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