2024-05-15T17:01:39-05:00 2023-06-30 WITHUMSMITHBROWNPC 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94582 990 2022-07-01 936029224 UMTA TRUST % REBECCA BOTHNE CONTROLLER UMTA 5032358363 1919 NE Pacific Street 200 Portland OR 97232 MARTHA COX TRUSTEE 5032358363 2024-05-14 true MARTHA COX 999009999 JAMES N BROWNING P01451906 9252779100 2 2022 2023-04-26 12:10:37Z MARTHA COX 1919 NE Pacific Street 200 Portland OR 97232 48157585 false X N/A X 1950 OR SEE SCHEDULE O. 2 0 0 0 0 0 0 0 17790069 16767425 2251068 -350779 34964 16434 20076101 16433080 0 0 17840221 14849458 0 0 0 0 0 2572598 2500704 20412819 17350162 -336718 -917082 40189293 38905735 5139239 3077377 35050054 35828358 TO PROVIDE PARTICIPATING EMPLOYER'S EMPLOYEES WITH HEALTH, LIFE, AND DISABILITY BENEFITS. false false PROVIDED DEATH, SICKNESS AND HOSPITALIZATION benefits to covered members. false false false false false false false false false false false false false true true false true false false false false false false false false false false false false false false false false false false false false false false true true false false true 1049 0 true 0 false false false false false false false false X 2 0 false false false false false false false true false false false true true false true true true false false false X REBECCA BOTHNE CONTROLLER 5035952163 1919 NE PACIFIC ST STE 200 PORTLAND OR 97232 Martha Cox Trustee 0.42 0.0 X 0 0 0 John Rudi Trustee 0.3 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 US Benefits Inc 1919 NE Pacific St Ste 100 PORTLAND OR 97232 Claims Admin 944817 UEA Inc 1919 NE Pacific St Ste 200 PORTLAND OR 97232 Contract Admin 707964 The Cigna Group 900 Cottage Grove Road BLOOMFIELD CT 06002 Claims Admin 329735 3 0 EMPLOYER CONTRIBUTIONS 525100 16656984 16656984 PARTICIPANT CONTRIBUTIONS 525100 110441 110441 16767425 951523 951523 0 0 0 0 0 30422203 31724505 -1302302 -1302302 -1302302 0 0 0 0 0 0 0 0 0 0 PROCESSING FEES & FINANCE INC 900099 9623 9623 MISCELLANEOUS INCOME 900099 6811 6811 16434 16433080 16783859 0 -350779 0 0 0 14849458 0 0 0 0 0 0 45000 57675 36300 0 0 110038 2146609 0 0 62559 0 0 15 0 0 0 0 0 28498 MISCELLANEOUS 5132 PCORI FEES 8878 17350162 3574844 3504264 0 0 0 0 558421 701138 0 0 0 0 0 0 0 0 18966 17699 0 0 36037062 34682634 0 0 0 0 0 0 0 0 40189293 38905735 392337 207119 0 0 1411040 1333454 0 0 0 0 0 0 0 0 0 0 3335862 1536804 5139239 3077377 X 0 0 0 0 35050054 35828358 35050054 35828358 40189293 38905735 -917082 1695386 X X false true X true false 0 CLAIMS PAYABLE AND IBNR 1499410 INSURANCE PREMIUMS PAYABLE 37394 1536804 X 18018428 1695386 1695386 16323042 110038 110038 16433080 19039182 19039182 110038 -1799058 -1689020 17350162 Part X, Line 2: Accounting principles generally accepted in the United States of America require Plan management to evaluate 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 June 30, 2023 and 2022, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or assets) or disclosure in the consolidated financial statements. The Plan is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any periods in progress. PART XII, LINE 4B - OTHER ADJUSTMENTS: Changes in benefit obligations: -1,799,058 FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: TO ENABLE THE ASSOCIATION, ITS MEMBERS AND AFFILIATES TO MAKE AVAILABLE TO THEIR INTERESTED EMPLOYEES, OFFICERS AND THEIR DEPENDENTS SUCH GROUP BENEFIT PROGRAMS AS MAY BE ESTABLISHED, REQUIRED OR MAINTAINED PURSUANT TO COLLECTIVE BARGAINING OR OTHERWISE DESIRED FROM TIME TO TIME. FORM 990, PART VI, SECTION A, LINE 8B: THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B: THE DIRECTOR OF OPERATIONS, THE ORGANIZATION'S ACCOUNTANT, AND THE TRUSTEES REVIEW THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C: IF AND WHEN A POTENTIAL CONFLICT OF INTEREST IS DISCLOSED, THE INTERESTED PERSON WILL BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE TRUSTEE, OFFICER OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AN INTERESTED PERSON COVERED UNDER THE POLICY INCLUDES ANY TRUSTEE, OFFICER OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND CONSOLIDATED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR SUCH INFORMATION. FORM 990 PART VII, SECTION A LINE 1A: TRUSTEES ARE NOT COMPENSATED BY THE TRUST. THE TRUSTEES OF THE UMTA TRUST ARE COMPRISED OF EMPLOYEES AMONG THE SUBSCRIBING ENTITIES THAT MAKE UP THE TRUST'S MEMBERSHIP. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT REBECCA BOTHNE, CONTROLLER. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES HAS THE RESPONSIBILITY FOR oversight of the audit and selection OF AN INDEPENDENT AUDITOR. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990 PART IX LINE 11G DESCRIPTION:PLAN ADMINISTRATION TOTAL FEES:1616798 FORM 990 PART IX LINE 11G DESCRIPTION:CONTAINMENT SERVICES TOTAL FEES:388234 FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING/ACTUARIAL TOTAL FEES:115417 FORM 990 PART IX LINE 11G DESCRIPTION:PHARMACY ADMIN TOTAL FEES:26160 UMTA Trust Captive LLC 906 NE 19th Avenue Portland OR 97232 472319691 Captive insur MT 1249551 0 UMTA Trust Retirement Plan for the Employees of the 906 NE 19th Avenue Portland OR 97232 930302009 SEE PART VII OR 501 (A) SEE PART VII false United Metal Trades Association 906 NE 19th Avenue Portland OR 97232 930302009 SEE PART VII OR 501 (C) (6) na false 401(k) Plan of the United Metal Trades A 906 NE 19th Avenue Portland OR 97232 930302009 See Part VII OR 501 (A) See Part VII false UEA Inc 1919 NE Pacific Street Suite 200 Portland OR 97232 930991444 Contract admin OR SEE PART VII C Corp false US Benefits Inc 1919 NE Pacific Street Suite 100 Portland OR 97232 930929070 Claims admini OR SEE PART VII C Corp false false false false false false false false false false false false false true false false false false false false FORM 990, SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS: THE FILING ORGANIZATION IS A MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF JUNE 30, 2023, THERE ARE APPROXIMATELY 35 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 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 II THROUGH IV BY FEDERAL TAX CLASSIFICATION. ALLIED SYSTEMS BOARD OF DIRECTORS COLUMBIA STEEL CASTING DEPENDABLE PATTERN WORKS FOUGHT & COMPANY INC. GTE METAL FABRICATORS HARDER MECHANICAL HOGAN FAB INC IRONWORKERS SHOPMEN MAXCESS INTERNATIONAL OCHOCO MANUFACTURING OREGON AUTO SPRING VIGOR PAUL BRONG MACHINE PEERLESS PATTERN WORKS PENINSULA IRON WORKS PIERCE PACIFIC PORTLAND BOLT & MFG CO. PORTLAND PATTERN WORKS PREMIER GEAR & MACHINE PULL IT CORPORATION RIVER CITY PATTERN ROCKMORE INTERNATIONAL ROEMER ELECTRIC RUAN TRANSPORTATION SMALL PARTS MANUFACTURING THE WESTERN GROUP THOMPSON METAL FAB TOM STEVENS BOILER REPAIR TRI-WAY INDUSTIRES UEA INC. WALTERS & WOLF WILLAMETTE PATTERN WORKS ZIMMERMAN METALS ZINK POWER PART II, CONTINUATION: NAME OF RELATED ORGANIZATION: RETIREMENT PLAN FOR THE EMPLOYEES OF THE UMTA & ITS AFFILIATES PRIMARY ACTIVITY: DEFINED BENEFIT PENSION PLAN DIRECT CONTROLLING ENTITY: UNITED METAL TRADES ASSOCIATION NAME OF RELATED ORGANIZATION: UNITED METAL TRADES ASSOCIATION PRIMARY ACTIVITY: LABOR RELATIONS. NAME OF RELATED ORGANIZATION: 401(K) PLAN OF THE UNITED METAL TRADES ASSOCIATION & ITS AFFILIATES PRIMARY ACTIVITY: DEFINED CONTRIBUTION PENSION PLAN DIRECT CONTROLLING ENTITY: UNITED METAL TRADES ASSOCIATION PART IV, CONTINUATION: NAME OF RELATED ORGANIZATION: UEA, INC. DIRECT CONTROLLING ENTITY: UNITED METAL TRADES ASSOCIATION NAME OF RELATED ORGANIZATION: US BENEFITS INC DIRECT CONTROLLING ENTITY: UNITED METAL TRADES ASSOCIATION