2024-11-13T09:48:48-06:00 2023-12-31 470900880 CALIBRE CPA GROUP PLLC 462 SEVENTH AVENUE 16TH FLOOR NEW YORK NY 10018 990 2023-01-01 526038508 OPERATING ENGINEERS TRUST FUND OF WASH DC AND VIC C/O ASSOCIATED ADMINISTRTORS OPER 4106837721 911 RIDGEBROOK ROAD SPARKS MD 211529451 JOSHUA VANDYKE TRUSTEE 4106837721 2024-11-05 1 1 JOSEPH M HERISHEN CPA P00361968 2126951300 2024-11-13 X 2023 2024-10-15 13:58:12Z JOSHUA VANDYKE 4546 BRITTANIA WAY SUITLAND MD 20746 38586342 0 X N/A X 1953 MD TO PROVIDE MEDICAL, DENTAL, AND OTHER WELFARE BENEFITS TO UNION MEMBERSHIP IN ACCORDANCE WITH COLLECTIVELY BARGAINED AGREEMENT. 8 8 0 0 0 0 0 0 15851660 17032390 792271 1107490 235140 558998 16879071 18698878 0 0 16547947 14724189 0 0 0 0 0 1446950 1385598 17994897 16109787 -1115826 2589091 36844505 40376019 251076 264177 36593429 40111842 TO PROVIDE HEALTH AND OTHER BENEFITS COVERING ALL PARTICIPANTS IN THE OPERATING ENGINEERING INDUSTRY IN THE GREATER WASHINGTON, DC AREA. 0 0 HEALTH CARE, VISION, PRESCRIPTION DRUGS, DISABILITY AND DEATH BENEFITS ADMINISTERED UNDER A COLLECTIVELY BARGAINED AGREEMENT FOR MEMBERS OF OPERATING ENGINEERS LOCAL NO. 77. 0 0 0 0 0 0 0 0 0 0 1 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 1 0 0 1 543 0 1 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 0 0 0 X ASSOCIATED ADMINISTRATORS LLC 4106836500 911 RIDGEBROOK RD SPARKS MD 21152 JOSHUA VAN DYKE UNION TRUSTEE 1.00 3.00 X X 0 150540 45139 STEVE FAULKNER UNION TRUSTEE 1.00 2.00 X X 0 122512 45484 THOMAS JOHNSON UNION TRUSTEE 1.00 2.00 X X 0 120997 45863 CLIFFORD DENNISON UNION TRUSTEE 1.00 3.00 X 0 2400 0 JOHN KNOWLES EMPLOYER TRUSTEE 1.00 3.00 X 0 0 0 C BURKE EMPLOYER TRUSTEE 1.00 3.00 X 0 0 0 BERRY GILROY UNION TRUSTEE 1.00 2.00 X 0 0 0 BRIAN MAZZELLA EMPLOYER TRUSTEE 1.00 3.00 X 0 0 0 0 396449 136486 0 0 1 0 CAREFIRST OF MARYLAND INC 10455 MILL RUN CIR OWINGS MILL MD 21117 MEDICAL BENEFITS 4398660 CAREMARK INC 2211 SANDERS RD NORTHBROOK IL 60062 PRESCRIPTION BENEFITS 2250471 AETNA HEALTH MANAGEMENT LLC 151 FARMINGTON AVE HARTFORD CT 06156 MEDICAL BENEFITS 1208394 INOVA HEALTH CARE SERVICES 8110 GATEHOUSE RD STE 400W FALLS CHURCH VA 22042 MEDICAL BENEFITS 847602 DELTA DENTAL OF PA 1 DELTAL DR MECHANICSBURG PA 17055 DENTAL INSURANCE 706194 5 EMPLOYER CONTRIBUTIONS 900099 16220910 16220910 PARTICIPANT CONTRIBUTION 900099 811480 811480 17032390 1050089 1050089 19944865 19887464 57401 57401 57401 ADMINISTRATIVE FEE REIMBURSEMENTS 900099 445365 445365 PRESCRIPTION REBATES 900099 110715 110715 LITIGATION PROCEEDS 900099 2918 2918 558998 18698878 17591388 0 1107490 14724189 516764 41839 33285 110469 612996 64931 2381 2933 16109787 1172690 1963121 398411 2319464 1918897 2015660 104794 16636 25199497 27534548 7859790 6304981 190426 221609 36844505 40376019 251076 264177 251076 264177 X 36593429 40111842 36593429 40111842 36844505 40376019 2589091 929322 0 X X 0 1 X 1 0 0 LIMITED PARTNERSHIPS 6304981 F 6304981 X 19517731 929322 929322 18588409 110469 110469 18698878 15999318 0 15999318 110469 110469 16109787 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 RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. 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 JOSHUA VAN DYKE UNION TRUSTEE 0 150540 0 0 0 0 0 0 0 45139 0 195679 0 0 STEVE FAULKNER UNION TRUSTEE 0 122512 0 0 0 0 0 0 0 45484 0 167996 0 0 THOMAS JOHNSON UNION TRUSTEE 0 120997 0 0 0 0 0 0 0 45863 0 166860 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY THE ORGANIZATION PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION IS GOVERNED BY ERISA, WHICH PROHIBITS CONFLICTS OF INTEREST. THE BOARD OF TRUSTEES MONITORS THE ORGANIZATION FOR POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS ANNUAL FINANCIAL DISCLOSURE STATEMENTS FORM 5500 IS AVAILABLE FOR PUBLIC INSPECTION AT THE ERISA WEBSITE. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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