2026-01-23T12:23:46-06:00 2025-08-31 921092242 ROYLE VAZQUEZ LLP PO BOX 1143 BROOMFIELD CO 80038 990 2024-09-01 736105865 INT'L UNION OF OPERATING ENGINEERS LOCAL 627 TRAINING FUND OF OKLAHOMA INTL 4058487400 9412 N ROBINSON AVE OKLAHOMA CITY OK 73114 GARNER DOLLAR TRUSTEE 4058487400 2026-01-23 1 0 NOLAN ROYLE CPA P03055450 7203296845 2026-01-23 2024 2025-03-06 01:10:19Z GARNER DOLLAR 9412 N ROBINSON AVE OKLAHOMA CITY OK 73114 963697 0 X WWW.IUOELOCAL627.ORG/APPRENTICESHIP X 1965 OK PROVIDE AND SUPPORT THE EDUCATION AND TRAINING OF MEMBERS IN THE OPERATING ENGINEER INDUSTRY. 6 6 10 0 0 0 0 0 686764 938171 5268 16243 200 9283 692232 963697 0 0 0 0 411844 469110 0 0 0 371749 423109 783593 892219 -91361 71478 2615571 2691413 10065 14429 2605506 2676984 PROVIDE AND SUPPORT THE EDUCATION AND TRAINING OF MEMBERS IN THE OPERATING ENGINEER INDUSTRY. 0 0 802860 947454 PROVIDE AND SUPPORT THE EDUCATION AND TRAINING OF MEMBERS IN THE OPERATING ENGINEER INDUSTRY. 802860 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 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 2 0 1 10 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X BOARD OF TRUSTEES 4058487400 9412 N ROBINSON AVE OKLAHOMA CITY OK 73114 CODY SUDIK CHAIRMAN, MANAGEMENT TRUSTEE 1.00 X 0 0 0 JUSTIN EVANS SECRETARY, LABOR TRUSTEE 1.00 1.00 X 0 0 0 DAVE BENNETT MANAGEMENT TRUSTEE 1.00 X 0 0 0 MICHAEL STARK LABOR TRUSTEE 1.00 1.00 X 0 0 0 MATT THOMAS MANAGEMENT TRUSTEE 1.00 1.00 X 0 0 0 GARNER DOLLAR LABOR TRUSTEE 1.00 X 0 0 0 JEREMY LANE TRAINING DIRECTOR 50.00 X 105603 0 53993 105603 0 53993 1 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 938171 938171 938171 16243 16243 REFUNDS AND REIMBURSEM 900099 9123 9123 160 160 9283 963697 947454 0 16243 309320 309320 95867 95867 40323 40323 23600 23600 589 589 9321 9321 29116 29116 29210 29210 17605 17605 39801 39801 161247 161247 50333 50333 TRAINING EXPENSES 83965 83965 1922 1922 892219 802860 89359 0 11055 38468 620174 746495 3261796 1355346 1984342 1906450 2615571 2691413 10065 14429 10065 14429 X 0 0 0 0 2605506 2676984 2605506 2676984 2615571 2691413 71478 0 X X 0 1 X 1 0 X 541932 686764 938171 2166867 541932 686764 938171 2166867 0 0 0 2166867 6362 16120 16243 38725 6362 16120 16243 38725 100 200 9283 9583 548394 703084 963697 2215175 0.97820 0.98180 0.01750 0.01800 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISC - 2022 AMOUNT: $ 100. 2023 AMOUNT: $ 200. 2024 AMOUNT: $ 160. REFUNDS AND REIMBURSEMENTS - 2024 AMOUNT: $ 9,123. 41318 41318 1790198 518876 1271322 59257 59257 0 1342884 758798 584085 28139 18415 9725 1906450 X 963697 0 963697 0 963697 892219 0 892219 0 892219 PART X, LINE 2: THE PLAN IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE TRUSTEES BELIEVE THE PLAN, INCLUDING AMENDMENTS SUBSEQUENT TO THE IRS DETERMINATION, IS CURRENTLY DESIGNED AND OPERATED IN COMPLIANCE WITH THE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, THEY BELIEVE THAT THE PLAN WAS TAX EXEMPT AS OF THE FINANCIAL STATEMENT DATE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 0 0 0 0 0 0 0 0 JEREMY LANE TRAINING DIRECTOR 105603 0 0 0 0 0 38988 0 15005 0 159596 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES MONITOR AND ENFORCE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AS REQUIRED BY ERISA ALONG WITH THE ASSISTANCE OF THE FUND'S PROFESSIONALS. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 IS MADE AVAILABLE FOR INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 1: NO CHANGE IN ACCOUNTING METHOD FROM THE PRIOR YEAR. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS. THERE HAVE BEEN NO CHANGES FROM THE PREVIOUS YEAR. OKLAHOMA OPERATING ENGINEERS WELFARE PLAN 909 S MERIDIAN AVE 580 OKLAHOMA CITY OK 73108 730790052 PROVIDE HEALTH AND WELFARE BENEFITS. OK 501(C)(9) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0