{"success":true,"data":{"_id":936021475,"filings":[{"Organization":{"value":null,"Person":["DAN RATTY","STEVE PICKLE","GREG BAXTER","THOMAS WATT","STEPHEN ERDMANN","COLIN JACKSON","ADAM WINSTON","JERRY D'AMBROSIO","BOB SLEIGHT","KENNETH JOHNSON","CYNTHIA THORNTON","WALTER LACHAPELLE","SEE SCHEDULE O FOR COMPENSATION"],"Title":["TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","PAID BY RELATED ORGANIZATION"],"Hours":[1.0,1.0,1.0,3.5,3.5,1.0,1.0,1.0,1.0,1.0,1.0,1.0,0.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To provide health benefits to participants and their eligible dependents.","year":2016,"name":"OREGON TEAMSTER EMPLOYERS TRUST","phone":5032825581,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"STEPHEN S ERDMANN","year_formation":1957,"state_legal_domicile":"OR","total_volunteers":0,"tax_period_begin":"2016-01-01T00:00:00","tax_period_end":"2016-12-31T00:00:00","address":"PO BOX 4148, PORTLAND, OR, 972084148, USA","city":"PORTLAND","state":"OR","country":"USA","zip_code":972084148},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":12,"Number of independent voting members":4,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":161759124,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":159347693,"Total revenue":{"value":159328743,"EMPLOYER CONTRIBUTIONS":145594313,"PARTICIPANT CONTRIBUTIONS":7031841,"PRESCRIPTION REBATES":5425992,"HRA CONTRIBUTIONS":973777,"MEDICARE PART D SUBSIDY":302820},"Total other revenue":18950,"Unrelated business revenue":0},"Investment income":{"value":2300239,"Investment income total":1898374,"Net investment gain":401865,"Income from invest bond proceeds":0},"Other revenues":{"value":111192,"Other total":111192,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":167396535,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":159184704,"Benefits paid to members Total":159184704},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":8211831,"Management services":895810,"Legal":149276,"Accounting":227695,"Lobbying services":0,"Investment management fees":199929,"Other services":6000893,"Advertising":0,"Office expenses":165233,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":38479,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":71663,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":462853,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":83645488,"Non-interest bearing cash":1515998,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":18473730,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":63655760,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":32356851,"Sum of Total Liabilities":0,"Accounts payable, accrued":1573369,"Grants payable":0,"Deferred, revenue":529609,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":30253873},"Fund balance":{"value":51288637,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.03485065238112937,"percentile":0.3102200082785118},"Liabilities to Assets Ratio":{"score":0.38683319057209636,"percentile":0.16907886004198397},"Operating Reserve Ratio":{"score":0.49968470374849755,"percentile":0.2509450293527481},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.03656049607621325,"percentile":0.5462646678150909},"Asset Growth":{"score":-0.02576556991617178,"percentile":0.2265865431656764},"Independent Voting Board Pct":{"score":0.3333333333333333,"percentile":0.1195815334098785},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.38862233206062946,"percentile":0.1041372230887114}},"source_xml":"201732939349301338_public.xml"},{"Organization":{"value":null,"Person":["DAN RATTY","STEVE PICKLE","GREG BAXTER","JOHN SILVA","TOM WATT","STEPHEN ERDMANN","CARL WOJCIECHOWSKI","JENNIFER MONTGOMERY","ADAM WINSTON","JERRY D'AMBROSIO","BOB SLEIGHT","KENNETH JOHNSON","CYNTHIA THORNTON","SEE SCHEDULE O FOR COMPENSATION"],"Title":["TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE - PAST","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","PAID BY RELATED ORGANIZATION"],"Hours":[1.0,1.0,1.0,1.0,3.5,3.5,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To provide health benefits to participants and their eligible dependents.","year":2014,"name":"OREGON TEAMSTER EMPLOYERS TRUST","phone":5032825581,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"STEPHEN S ERDMANN","year_formation":1957,"state_legal_domicile":"OR","total_volunteers":0,"tax_period_begin":"2014-01-01T00:00:00","tax_period_end":"2014-12-31T00:00:00","address":"PO BOX 4148, PORTLAND, OR, 972084148, USA","city":"PORTLAND","state":"OR","country":"USA","zip_code":972084148},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":12,"Number of independent voting members":3,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":149089629,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":146718078,"Total revenue":{"value":146717000,"EMPLOYER CONTRIBUTIONS":134703940,"PARTICIPANT CONTRIBUTIONS":6793467,"RX & VISION FORMULA REBATES":3865233,"HRA CONTRIBUTIONS":1038084,"MEDICARE PART D SUBSIDY":316276},"Total other revenue":1078,"Unrelated business revenue":0},"Investment income":{"value":2371551,"Investment income total":1970204,"Net investment gain":401347,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":145795654,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":137412794,"Benefits paid to members Total":137412794},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":8382860,"Management services":843600,"Legal":126164,"Accounting":202697,"Lobbying services":0,"Investment management fees":205801,"Other services":6739872,"Advertising":0,"Office expenses":136981,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":44637,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":83108,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":90293840,"Non-interest bearing cash":4594602,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":13572244,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":72126994,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":27477050,"Sum of Total Liabilities":0,"Accounts payable, accrued":1957035,"Grants payable":0,"Deferred, revenue":504587,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":25015428},"Fund balance":{"value":62816790,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.022093924453994048,"percentile":0.4577856020334731},"Liabilities to Assets Ratio":{"score":0.3043070269245388,"percentile":0.1999684956401899},"Operating Reserve Ratio":{"score":0.6193177747259874,"percentile":0.2986296796509641},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":0.25,"percentile":0.1137084678960904},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.42272368908722757,"percentile":0.15999934405024574}},"source_xml":"201512829349300421_public.xml"},{"Organization":{"value":null,"Person":["DAN RATTY","STEVE PICKLE","STEVE KONOPA","THOMAS WATT","STEPHEN ERDMANN","COLIN JACKSON","ADAM WINSTON","JERRY D'AMBROSIO","MARK DAVISON","KENNETH JOHNSON","SEAN HAMMOND","WALTER LACHAPELLE","LESLIE SLOY","SEE SCHEDULE O FOR COMPENSATION"],"Title":["TRUSTEE","TRUSTEE - PAST","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","PAID BY RELATED ORGANIZATIONS"],"Hours":[1.0,1.0,1.0,3.5,3.5,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,0.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To provide health benefits to participants and their eligible dependents.","year":2019,"name":"OREGON TEAMSTER EMPLOYERS TRUST","phone":5032825581,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"STEPHEN S ERDMANN","year_formation":1957,"state_legal_domicile":"OR","total_volunteers":0,"tax_period_begin":"2019-01-01T00:00:00","tax_period_end":"2019-12-31T00:00:00","address":"PO BOX 4148, PORTLAND, OR, 972084148, USA","city":"PORTLAND","state":"OR","country":"USA","zip_code":972084148},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":12,"Number of independent voting members":4,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":209308406,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":205074263,"Total revenue":{"value":205065591,"EMPLOYER CONTRIBUTIONS":190059906,"PARTICIPANT CONTRIBUTIONS":7500800,"PRESCRIPTION & VISION REBATES":6421258,"HRA CONTRIBUTIONS":1038058,"EXPERIENCE REFUND":45569},"Total other revenue":8672,"Unrelated business revenue":0},"Investment income":{"value":4191895,"Investment income total":2430871,"Net investment gain":1761024,"Income from invest bond proceeds":0},"Other revenues":{"value":42248,"Other total":42248,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":190620713,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":182540789,"Benefits paid to members Total":182540789},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":8079924,"Management services":1107197,"Legal":128025,"Accounting":147060,"Lobbying services":0,"Investment management fees":241705,"Other services":6090175,"Advertising":0,"Office expenses":237150,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":59376,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":69236,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":119583907,"Non-interest bearing cash":5491998,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":19968379,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":11149,"Land, building, equipment":0,"Investments publicly traded":94112381,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":33167949,"Sum of Total Liabilities":0,"Accounts payable, accrued":1015432,"Grants payable":0,"Deferred, revenue":405281,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":31747236},"Fund balance":{"value":86415958,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.08928305058135123,"percentile":0.6042543235455182},"Liabilities to Assets Ratio":{"score":0.27736130916010293,"percentile":0.21165419602020868},"Operating Reserve Ratio":{"score":0.6273395221221316,"percentile":0.3017040943087256},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.06655987159991085,"percentile":0.6697569411490009},"Asset Growth":{"score":0.04437419257387454,"percentile":0.5047584309527768},"Independent Voting Board Pct":{"score":0.3333333333333333,"percentile":0.1195815334098785},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.48536879018440127,"percentile":0.28681622987679145}},"source_xml":"202032879349301738_public.xml"},{"Organization":{"value":null,"Person":["MARK DAVISON","JERRY D'AMBROSIO","STEVE KONOPA","COLIN JACKSON","ADAM WINSTON","SEAN HAMMOND","WALTER LACHAPELLE","LESLIE SLOY","CHRIS MUHS","DAVID SCHMIDT","BRENT BOHN","MARK MCBRIDE","DAREL HARDENBROOK","SEE SCHEDULE O FOR COMPENSATION"],"Title":["TRUSTEE/CHAIR","TRUSTEE/SECRETARY","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE (THRU 01/16/2024)","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE (EFF 01/16/2024)","PAID BY RELATED ORGANIZATIONS"],"Hours":[1.0,1.0,1.0,1.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To provide health benefits to participants and their eligible dependents in this multiemployer plan.","year":2024,"name":"OREGON TEAMSTER EMPLOYERS TRUST","phone":5032825581,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"MARK DAVISON","year_formation":1957,"state_legal_domicile":"OR","total_volunteers":0,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"PO BOX 4148, PORTLAND, OR, 972084148, USA","city":"PORTLAND","state":"OR","country":"USA","zip_code":972084148},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":12,"Number of independent voting members":2,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":228515136,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":220289455,"Total revenue":{"value":220289455,"EMPLOYER CONTRIBUTIONS":196333674,"PRESCRIPTION & VISION REBATES":11459390,"HRA CONTRIBUTIONS":6338644,"PARTICIPANT CONTRIBUTIONS":6113550,"EXPERIENCE REFUND":44197},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":8208125,"Investment income total":8835217,"Net investment gain":-627092,"Income from invest bond proceeds":0},"Other revenues":{"value":17556,"Other total":17556,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":215452185,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":206577201,"Benefits paid to members Total":206577201},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":8874984,"Management services":1476485,"Legal":128412,"Accounting":188107,"Lobbying services":0,"Investment management fees":560368,"Other services":6226723,"Advertising":0,"Office expenses":123545,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":21721,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":95185,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":54438,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":246492657,"Non-interest bearing cash":5534299,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":26760986,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":32565,"Land, building, equipment":0,"Investments publicly traded":214164807,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":43711638,"Sum of Total Liabilities":0,"Accounts payable, accrued":1469598,"Grants payable":0,"Deferred, revenue":544025,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":41698015},"Fund balance":{"value":202781019,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.05716448909537441,"percentile":0.5406769018311571},"Liabilities to Assets Ratio":{"score":0.1773344428673995,"percentile":0.2649737887003817},"Operating Reserve Ratio":{"score":1.1440712796669943,"percentile":0.4618887168193904},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.0451904122137678,"percentile":0.5857293599313074},"Asset Growth":{"score":0.11577785092025028,"percentile":0.7192473871034396},"Independent Voting Board Pct":{"score":0.16666666666666666,"percentile":0.11048718332230269},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.4913744359262347,"percentile":0.30083055637938133}},"source_xml":"202533079349300938_public.xml"},{"Organization":{"value":null,"Person":["DAN RATTY","STEVE PICKLE","GREG BAXTER","JOHN SILVA","TOM WATT","STEPHEN ERDMANN","JENNIFER MONTGOMERY","ADAM WINSTON","JERRY D'AMBROSIO","BOB SLEIGHT","KENNETH JOHNSON","CYNTHIA THORNTON","WALTER LACHAPELLE","COLIN JACKSON","SEE SCHEDULE O FOR COMPENSATION"],"Title":["TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE - PAST","TRUSTEE","TRUSTEE","TRUSTEE - PAST","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","PAID BY RELATED ORGANIZATION"],"Hours":[1.0,1.0,1.0,1.0,3.5,3.5,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,0.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To provide health benefits to participants and their eligible dependents.","year":2015,"name":"OREGON TEAMSTER EMPLOYERS TRUST","phone":5032825581,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"STEPHEN S ERDMANN","year_formation":1957,"state_legal_domicile":"OR","total_volunteers":0,"tax_period_begin":"2015-01-01T00:00:00","tax_period_end":"2015-12-31T00:00:00","address":"PO BOX 4148, PORTLAND, OR, 972084148, USA","city":"PORTLAND","state":"OR","country":"USA","zip_code":972084148},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":12,"Number of independent voting members":4,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":151208741,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":149225400,"Total revenue":{"value":149215671,"EMPLOYER CONTRIBUTIONS":136084725,"PARTICIPANT CONTRIBUTIONS":6483177,"PRESCRIPTION REBATES":4892175,"HRA CONTRIBUTIONS":895123,"MEDICARE PART D SUBSIDY":860471},"Total other revenue":9729,"Unrelated business revenue":0},"Investment income":{"value":1983341,"Investment income total":2057379,"Net investment gain":-74038,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":156093096,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":147844992,"Benefits paid to members Total":147844992},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":8248104,"Management services":855716,"Legal":134815,"Accounting":134133,"Lobbying services":0,"Investment management fees":217479,"Other services":5749808,"Advertising":0,"Office expenses":277590,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":41333,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":85139,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":752091,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":85570860,"Non-interest bearing cash":5054385,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":14552538,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":65963937,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":29056498,"Sum of Total Liabilities":0,"Accounts payable, accrued":1775466,"Grants payable":0,"Deferred, revenue":498341,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":26782691},"Fund balance":{"value":56514362,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.03230206777530143,"percentile":0.3147623881651928},"Liabilities to Assets Ratio":{"score":0.33956066352494296,"percentile":0.18596257495087942},"Operating Reserve Ratio":{"score":0.5482040025652384,"percentile":0.27083424695433284},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.02433519426764823,"percentile":0.48664487964363573},"Asset Growth":{"score":-0.022578919665710472,"percentile":0.23726970778229503},"Independent Voting Board Pct":{"score":0.3333333333333333,"percentile":0.1195815334098785},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.38633510377481695,"percentile":0.1008212770901749}},"source_xml":"201603019349300910_public.xml"},{"Organization":{"value":null,"Person":["DAN RATTY","STEVE PICKLE","GREG BAXTER","THOMAS WATT","STEPHEN ERDMANN","COLIN JACKSON","ADAM WINSTON","JERRY D'AMBROSIO","BOB SLEIGHT","KENNETH JOHNSON","CYNTHIA THORNTON","WALTER LACHAPELLE","SEE SCHEDULE O FOR COMPENSATION"],"Title":["TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","PAID BY RELATED ORGANIZATIONS"],"Hours":[1.0,1.0,1.0,3.5,3.5,1.0,1.0,1.0,1.0,1.0,1.0,1.0,0.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To provide health benefits to participants and their eligible dependents.","year":2017,"name":"OREGON TEAMSTER EMPLOYERS TRUST","phone":5032825581,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"STEPHEN S ERDMANN","year_formation":1957,"state_legal_domicile":"OR","total_volunteers":0,"tax_period_begin":"2017-01-01T00:00:00","tax_period_end":"2017-12-31T00:00:00","address":"PO BOX 4148, PORTLAND, OR, 972084148, USA","city":"PORTLAND","state":"OR","country":"USA","zip_code":972084148},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":12,"Number of independent voting members":4,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":180028856,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":178458447,"Total revenue":{"value":178429807,"EMPLOYER CONTRIBUTIONS":162598148,"PRESCRIPTION REBATES":7549262,"PARTICIPANT CONTRIBUTIONS":6923710,"HRA CONTRIBUTIONS":980434,"MEDICARE PART D SUBSIDY":378253},"Total other revenue":28640,"Unrelated business revenue":0},"Investment income":{"value":1463773,"Investment income total":1786995,"Net investment gain":-323222,"Income from invest bond proceeds":0},"Other revenues":{"value":106636,"Other total":106636,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":173973670,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":166397187,"Benefits paid to members Total":166397187},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":7576483,"Management services":951417,"Legal":155371,"Accounting":187864,"Lobbying services":0,"Investment management fees":193632,"Other services":5734821,"Advertising":0,"Office expenses":237246,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":36195,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":79937,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":91807010,"Non-interest bearing cash":3580437,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":18825782,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":69400791,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":34086182,"Sum of Total Liabilities":0,"Accounts payable, accrued":1131155,"Grants payable":0,"Deferred, revenue":568261,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":32386766},"Fund balance":{"value":57720828,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.03363453023330882,"percentile":0.48679076010474703},"Liabilities to Assets Ratio":{"score":0.3712808204950798,"percentile":0.1744290705353529},"Operating Reserve Ratio":{"score":0.5277063477479093,"percentile":0.26248828123184337},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.053890892883867,"percentile":0.6223389497490237},"Asset Growth":{"score":-0.0024574655878244187,"percentile":0.308939009377242},"Independent Voting Board Pct":{"score":0.3333333333333333,"percentile":0.1195815334098785},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.4386674677377647,"percentile":0.18933729676306796}},"source_xml":"201832849349301958_public.xml"},{"Organization":{"value":null,"Person":["STEVE KONOPA","Colin Jackson","ADAM WINSTON","jerry D'Ambrosio","Mark Davison","Sean Hammond","Walter LaChapelle","Leslie Sloy","CHRIS MUHS","DAVID SCHMIDT","BRENT BOHN","MARK MCBRIDE","SEE SCHEDULE O FOR COMPENSATION"],"Title":["trustee","trustee","TRUSTEE","Trustee/SECRETARY","Trustee/chair","Trustee","Trustee","Trustee","TRustee","TRustee","TRUSTEE - EFF 1/4/2022","TRUSTEE - EFF 1/5/2022","PAID BY RELATED ORGANIZATIONS"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,0.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To provide health benefits to participants and their eligible dependents in this multiemployer plan.","year":2022,"name":"OREGON TEAMSTER EMPLOYERS TRUST","phone":5032825581,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"MARK DAVISON","year_formation":1957,"state_legal_domicile":"OR","total_volunteers":0,"tax_period_begin":"2022-01-01T00:00:00","tax_period_end":"2022-12-31T00:00:00","address":"PO BOX 4148, PORTLAND, OR, 972084148, USA","city":"PORTLAND","state":"OR","country":"USA","zip_code":972084148},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":12,"Number of independent voting members":2,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":219952619,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":222595149,"Total revenue":{"value":222595149,"Employer Contributions":208604091,"Participant Contributions":5432369,"Prescription & Vision Rebates":7512256,"HRA Contributions":1039377,"Experience Refund":7056},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":-2642530,"Investment income total":3456165,"Net investment gain":-6098695,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":200902845,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":192584428,"Benefits paid to members Total":192584428},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":8318417,"Management services":1316756,"Legal":121165,"Accounting":68942,"Lobbying services":0,"Investment management fees":428806,"Other services":6087529,"Advertising":0,"Office expenses":185149,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":20806,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":89264,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":202883982,"Non-interest bearing cash":8151500,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":21973924,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":29778,"Land, building, equipment":0,"Investments publicly traded":172728780,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":45497473,"Sum of Total Liabilities":0,"Accounts payable, accrued":1473651,"Grants payable":0,"Deferred, revenue":490289,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":43533533},"Fund balance":{"value":157386509,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.08660853454079581,"percentile":0.5993974743405875},"Liabilities to Assets Ratio":{"score":0.22425364758465752,"percentile":0.23761087977870748},"Operating Reserve Ratio":{"score":1.009861169462284,"percentile":0.42651385062907987},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.056055562831741304,"percentile":0.6309554905845737},"Asset Growth":{"score":0.10666281728416213,"percentile":0.6989924097804575},"Independent Voting Board Pct":{"score":0.16666666666666666,"percentile":0.11048718332230269},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5024098208688047,"percentile":0.327492514073422}},"source_xml":"202313139349305786_public.xml"},{"Organization":{"value":null,"Person":["DAN RATTY","STEVE KONOPA","THOMAS WATT","STEPHEN ERDMANN","COLIN JACKSON","ADAM WINSTON","JERRY D'AMBROSIO","MARK DAVISON","KENNETH JOHNSON","SEAN HAMMOND","WALTER LACHAPELLE","LESLIE SLOY","CHRIS MUHS","DAVID SCHMIDT","DEBORAH OSTENDORP","SEE SCHEDULE O FOR COMPENSATION"],"Title":["TRUSTEE - PAST","TRUSTEE","TRUSTEE - PAST","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE - PAST","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","PAID BY RELATED ORGANIZATIONS"],"Hours":[1.0,1.0,3.5,3.5,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,0.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To provide health benefits to participants and their eligible dependents.","year":2020,"name":"OREGON TEAMSTER EMPLOYERS TRUST","phone":5032825581,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"STEPHEN S ERDMANN","year_formation":1957,"state_legal_domicile":"OR","total_volunteers":0,"tax_period_begin":"2020-01-01T00:00:00","tax_period_end":"2020-12-31T00:00:00","address":"PO BOX 4148, PORTLAND, OR, 972084148, USA","city":"PORTLAND","state":"OR","country":"USA","zip_code":972084148},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":12,"Number of independent voting members":3,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":217825013,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":212449337,"Total revenue":{"value":212351017,"EMPLOYER CONTRIBUTIONS":199604718,"PRESCRIPTION & VISION REBATES":6135622,"PARTICIPANT CONTRIBUTIONS":5451964,"HRA CONTRIBUTIONS":1058789,"EXPERIENCE REFUND":99924},"Total other revenue":98320,"Unrelated business revenue":0},"Investment income":{"value":5241872,"Investment income total":2314838,"Net investment gain":2927034,"Income from invest bond proceeds":0},"Other revenues":{"value":133804,"Other total":133804,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":179384272,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":171409102,"Benefits paid to members Total":171409102},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":7975170,"Management services":1223850,"Legal":120319,"Accounting":195483,"Lobbying services":0,"Investment management fees":322058,"Other services":5724282,"Advertising":0,"Office expenses":296868,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":17545,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":74765,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":159752614,"Non-interest bearing cash":10992342,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":20507319,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":12743,"Land, building, equipment":0,"Investments publicly traded":128240210,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":32215704,"Sum of Total Liabilities":0,"Accounts payable, accrued":1049746,"Grants payable":0,"Deferred, revenue":437606,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":30728352},"Fund balance":{"value":127536910,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.1764753297638963,"percentile":0.7311984338082845},"Liabilities to Assets Ratio":{"score":0.20165994905097454,"percentile":0.25008664723146734},"Operating Reserve Ratio":{"score":0.8905608736980017,"percentile":0.3914871877159219},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.0654656876549738,"percentile":0.6659737486250127},"Asset Growth":{"score":0.08023564044510567,"percentile":0.6294042295855672},"Independent Voting Board Pct":{"score":0.25,"percentile":0.1137084678960904},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.526663341803192,"percentile":0.3913230246563113}},"source_xml":"202113139349306001_public.xml"},{"Organization":{"value":null,"Person":["DAN RATTY","STEVE PICKLE","GREG BAXTER","JOHN SILVA","TOM WATT","STEPHEN ERDMANN","CARL WOJCIECHOWSKI","JENNIFER MONTGOMERY","ADAM WINSTON","JERRY D'AMBROSIO","BOB SLEIGHT","KENNETH JOHNSON","SEE SCHED O FOR COMPENSATION"],"Title":["TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","PAID BY RELATED ORGANIZATION"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To provide health benefits to participants and their eligible dependents.","year":2013,"name":"OREGON TEAMSTER EMPLOYERS TRUST","phone":5032825581,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"STEPHEN S ERDMANN","year_formation":1957,"state_legal_domicile":"OR","total_volunteers":0,"tax_period_begin":"2013-01-01T00:00:00","tax_period_end":"2013-12-31T00:00:00","address":"PO BOX 4148, PORTLAND, OR, 972084148, USA","city":"PORTLAND","state":"OR","country":"USA","zip_code":972084148},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":12,"Number of independent voting members":3,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":144000672,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":142948112,"Total revenue":{"value":142916580,"EMPLOYER CONTRIBUTIONS":132569950,"PARTICIPANT CONTRIBUTIONS":7325890,"RX & VISION FORMULA REBATES":2131502,"MEDICARE PART D SUBSIDY":456418,"HRA CONTRIBUTIONS":432820},"Total other revenue":31532,"Unrelated business revenue":0},"Investment income":{"value":1052560,"Investment income total":1621878,"Net investment gain":-569318,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":134274847,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":127299107,"Benefits paid to members Total":127299107},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":6975740,"Management services":773957,"Legal":159630,"Accounting":190789,"Lobbying services":0,"Investment management fees":142016,"Other services":5515907,"Advertising":0,"Office expenses":103651,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":28427,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":61363,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":89566290,"Non-interest bearing cash":3467326,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":12438391,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":73660573,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":30346262,"Sum of Total Liabilities":0,"Accounts payable, accrued":768524,"Grants payable":0,"Deferred, revenue":557235,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":29020503},"Fund balance":{"value":59220028,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.06754013620158661,"percentile":0.562327390889031},"Liabilities to Assets Ratio":{"score":0.3388134308119718,"percentile":0.18625037485681697},"Operating Reserve Ratio":{"score":0.6670369916712696,"percentile":0.3165553783664113},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":0.25,"percentile":0.1137084678960904},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.4483553781597073,"percentile":0.20800386690379516}},"source_xml":"201402839349301110_public.xml"},{"Organization":{"value":null,"Person":["STEVE KONOPA","COLIN JACKSON","ADAM WINSTON","JERRY D'AMBROSIO","MARK DAVISON","SEAN HAMMOND","WALTER LACHAPELLE","LESLIE SLOY","CHRIS MUHS","DAVID SCHMIDT","BRENT BOHN","MARK MCBRIDE","SEE SCHEDULE O FOR COMPENSATION"],"Title":["TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE/SECRETARY","TRUSTEE/CHAIR","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","PAID BY RELATED ORGANIZATIONS"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To provide health benefits to participants and their eligible dependents in this multiemployer plan.","year":2023,"name":"OREGON TEAMSTER EMPLOYERS TRUST","phone":5032825581,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"MARK DAVISON","year_formation":1957,"state_legal_domicile":"OR","total_volunteers":0,"tax_period_begin":"2023-01-01T00:00:00","tax_period_end":"2023-12-31T00:00:00","address":"PO BOX 4148, PORTLAND, OR, 972084148, USA","city":"PORTLAND","state":"OR","country":"USA","zip_code":972084148},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":12,"Number of independent voting members":2,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":221452719,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":219124077,"Total revenue":{"value":219124077,"EMPLOYER CONTRIBUTIONS":201941934,"PARTICIPANT CONTRIBUTIONS":6287364,"PRESCRIPTION & VISION REBATES":9591721,"HRA CONTRIBUTIONS":1290551,"EXPERIENCE REFUND":12507},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":2288436,"Investment income total":6382753,"Net investment gain":-4094317,"Income from invest bond proceeds":0},"Other revenues":{"value":40206,"Other total":40206,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":197137209,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":188651154,"Benefits paid to members Total":188651154},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":8486055,"Management services":1397955,"Legal":180545,"Accounting":229196,"Lobbying services":0,"Investment management fees":486585,"Other services":5898852,"Advertising":0,"Office expenses":112911,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":20929,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":105326,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":53756,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":231546583,"Non-interest bearing cash":5023529,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":28891242,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":20008,"Land, building, equipment":0,"Investments publicly traded":197611804,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":41760099,"Sum of Total Liabilities":0,"Accounts payable, accrued":1564745,"Grants payable":0,"Deferred, revenue":475572,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":39719782},"Fund balance":{"value":189786484,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.10980000656483246,"percentile":0.6396293704968269},"Liabilities to Assets Ratio":{"score":0.18035290548856858,"percentile":0.26304931886672794},"Operating Reserve Ratio":{"score":1.1745453036214994,"percentile":0.4694218714097221},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.04933060934245873,"percentile":0.6034806603074988},"Asset Growth":{"score":0.11618802521750422,"percentile":0.7201069746303927},"Independent Voting Board Pct":{"score":0.16666666666666666,"percentile":0.11048718332230269},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5134896198517378,"percentile":0.3562763092347126}},"source_xml":"202443109349303109_public.xml"},{"Organization":{"value":null,"Person":["DAN RATTY","STEVE PICKLE","GREG BAXTER","THOMAS WATT","STEPHEN ERDMANN","COLIN JACKSON","ADAM WINSTON","JERRY D'AMBROSIO","BOB SLEIGHT","KENNETH JOHNSON","CYNTHIA THORNTON","WALTER LACHAPELLE","MARK DAVISON","SEAN HAMMOND","LESLIE SLOY","SEE SCHEDULE O FOR COMPENSATION"],"Title":["TRUSTEE","TRUSTEE","TRUSTEE - PAST","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE - PAST","TRUSTEE","TRUSTEE - PAST","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","PAID BY RELATED ORGANIZATION"],"Hours":[1.0,1.0,1.0,3.5,3.5,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,0.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To provide health benefits to participants and their eligible dependents.","year":2018,"name":"OREGON TEAMSTER EMPLOYERS TRUST","phone":5032825581,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"STEPHEN S ERDMANN","year_formation":1957,"state_legal_domicile":"OR","total_volunteers":0,"tax_period_begin":"2018-01-01T00:00:00","tax_period_end":"2018-12-31T00:00:00","address":"PO BOX 4148, PORTLAND, OR, 972084148, USA","city":"PORTLAND","state":"OR","country":"USA","zip_code":972084148},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":12,"Number of independent voting members":4,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":195211222,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":194246816,"Total revenue":{"value":194198297,"EMPLOYER CONTRIBUTIONS":177069224,"PRESCRIPTION REBATES":7507565,"PARTICIPANT CONTRIBUTIONS":7443633,"MEDICARE PART D SUBSIDY":1199950,"HRA CONTRIBUTIONS":977925},"Total other revenue":48519,"Unrelated business revenue":0},"Investment income":{"value":852537,"Investment income total":2127622,"Net investment gain":-1275085,"Income from invest bond proceeds":0},"Other revenues":{"value":111869,"Other total":111869,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":186747091,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":178987131,"Benefits paid to members Total":178987131},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":7759960,"Management services":1082113,"Legal":108466,"Accounting":122055,"Lobbying services":0,"Investment management fees":197369,"Other services":5769057,"Advertising":0,"Office expenses":357768,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":58436,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":64696,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":100839235,"Non-interest bearing cash":3148584,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":24876345,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":11145,"Land, building, equipment":0,"Investments publicly traded":72803161,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":34720374,"Sum of Total Liabilities":0,"Accounts payable, accrued":942534,"Grants payable":0,"Deferred, revenue":573130,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":33204710},"Fund balance":{"value":66118861,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.0433588341555487,"percentile":0.5098953895292518},"Liabilities to Assets Ratio":{"score":0.3443141352668929,"percentile":0.18414728472567035},"Operating Reserve Ratio":{"score":0.5399775410691672,"percentile":0.2675235875890894},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.0627892662220175,"percentile":0.6563619255114505},"Asset Growth":{"score":0.01866390645860249,"percentile":0.3982320981645591},"Independent Voting Board Pct":{"score":0.3333333333333333,"percentile":0.1195815334098785},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.4538539516596498,"percentile":0.2189344296226909}},"source_xml":"201943049349301554_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["MARK DAVISON","JERRY D'AMBROSIO","STEVE KONOPA","COLIN JACKSON","ADAM WINSTON","SEAN HAMMOND","WALTER LACHAPELLE","LESLIE SLOY","CHRIS MUHS","DAVID SCHMIDT","BRENT BOHN","MARK MCBRIDE","DAREL HARDENBROOK","SEE SCHEDULE O FOR COMPENSATION"],"Title":["TRUSTEE/CHAIR","TRUSTEE/SECRETARY","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE (THRU 01/16/2024)","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE (EFF 01/16/2024)","PAID BY RELATED ORGANIZATIONS"],"Hours":[1.0,1.0,1.0,1.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To provide health benefits to participants and their eligible dependents in this multiemployer plan.","year":2024,"name":"OREGON TEAMSTER EMPLOYERS TRUST","phone":5032825581,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"MARK DAVISON","year_formation":1957,"state_legal_domicile":"OR","total_volunteers":0,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"PO BOX 4148, PORTLAND, OR, 972084148, USA","city":"PORTLAND","state":"OR","country":"USA","zip_code":972084148},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":12,"Number of independent voting members":2,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":228515136,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":220289455,"Total revenue":{"value":220289455,"EMPLOYER CONTRIBUTIONS":196333674,"PRESCRIPTION & VISION REBATES":11459390,"HRA CONTRIBUTIONS":6338644,"PARTICIPANT CONTRIBUTIONS":6113550,"EXPERIENCE REFUND":44197},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":8208125,"Investment income total":8835217,"Net investment gain":-627092,"Income from invest bond proceeds":0},"Other revenues":{"value":17556,"Other total":17556,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":215452185,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":206577201,"Benefits paid to members Total":206577201},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":8874984,"Management services":1476485,"Legal":128412,"Accounting":188107,"Lobbying services":0,"Investment management fees":560368,"Other services":6226723,"Advertising":0,"Office expenses":123545,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":21721,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":95185,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":54438,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":246492657,"Non-interest bearing cash":5534299,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":26760986,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":32565,"Land, building, equipment":0,"Investments publicly traded":214164807,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":43711638,"Sum of Total Liabilities":0,"Accounts payable, accrued":1469598,"Grants payable":0,"Deferred, revenue":544025,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":41698015},"Fund balance":{"value":202781019,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.05716448909537441,"percentile":0.5406769018311571},"Liabilities to Assets Ratio":{"score":0.1773344428673995,"percentile":0.2649737887003817},"Operating Reserve Ratio":{"score":1.1440712796669943,"percentile":0.4618887168193904},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.0451904122137678,"percentile":0.5857293599313074},"Asset Growth":{"score":0.11577785092025028,"percentile":0.7192473871034396},"Independent Voting Board Pct":{"score":0.16666666666666666,"percentile":0.11048718332230269},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.4913744359262347,"percentile":0.30083055637938133}},"source_xml":"202533079349300938_public.xml"},"sector":"","donation_categories":[],"zakat_policy":null},"error":null}