2024-11-15T16:23:44-06:00 2022-12-31 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON RD SUITE 400 SAN RAMON CA 94583 990 2022-01-01 463907102 Oregon Homecare Workers Benefit Trust % MAGNACARE OREG 2068592642 525 NE Oregon Street Portland OR 97232 MELISSA UNGER CHAIR 2068592642 2024-11-15 true ALBERT LEECH P01797541 9252779100 2024-11-15 2022 2024-10-15 13:58:12Z X MELISSA UNGER 525 NE Oregon Street Portland OR 97232 24442254 false X www.orhomecaretrust.org X 2013 OR PROVIDE HEALTH AND RELATED BENEFITS TO PARTICIPANTS. 7 6 0 0 0 0 0 0 27416536 24301883 20919 20371 0 120000 27437455 24442254 0 0 22972676 22508049 0 0 0 0 0 3725557 3668947 26698233 26176996 739222 -1734742 23469609 21481867 13122000 14600000 10347609 6881867 TO PROVIDE DENTAL, VISION, EMPLOYEE ASSISTANCE PROGRAM AND PAID TIME OFF BENEFITS TO ELIGIBLE PARTICIPANTS. false false PROVIDED DENTAL, VISION, EMPLOYEE ASSISTANCE PROGRAM AND PAID TIME OFF BENEFITS TO ELIGIBLE PARTICIPANTS. false false false false false false false false false false false false false true true false false false false false false false false false false false false false false false false false false false false false false false false false true false false true 12418 0 true 0 false false false false false false false false X 7 6 false true false false false false false true true false false true true true true true true false false false X MAGNACARE 2068592642 525 NE OREGON STREET Portland OR 97232 X Melissa Unger CHAIR 1.0 40.0 X X 0 0 0 Rebecca Sandoval Trustee 1.0 0.0 X 0 0 0 Joy'e Willman TRUSTEE 1.0 0.0 X 0 0 0 ANGELA JELLEY TRUSTEE 1.0 0.0 X 0 0 0 CRISTAL DEJARNAC TRUSTEE 1.0 0.0 X 0 0 0 CRISTINA AVILES TRUSTEE 1.0 0.0 X 0 0 0 MALLORY HAGEL Trustee 1.0 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 Rise Partnership Inc 525 NE Oregon St Portland OR 97232 Contract Service 2598699 VIMLY BENEFIT SOLUTIONS 12121 Harbour Reach Dr Ste 105 Mukilteo WA 98275 Administrator 1063738 2 0 PARTICIPANT CONTRIBUTIONS 900099 22579 22579 State of Oregon - Med/Dent/EA 900099 23922474 23922474 Insurance Premium Rebates 900099 356830 356830 24301883 20371 20371 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 UTILIZATION SUBSIDY 900099 120000 120000 120000 24442254 24421883 20371 0 0 0 22508049 0 0 0 0 0 0 992750 39841 22540 0 0 0 2460114 0 131105 0 0 0 0 0 0 0 0 0 22597 26176996 129800 -1531973 23039809 22713840 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 300000 300000 0 0 0 0 0 0 23469609 21481867 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 13122000 14600000 13122000 14600000 X 0 0 0 0 10347609 6881867 10347609 6881867 23469609 21481867 -1734742 -1731000 X X false false false 0 ACCUMULATED ELIGIBILITY CREDITS 14600000 14600000 X FORM 990, SCHEDULE D, PART X, LINE 2: THE TRUST HAS ANALYZED THE TAX POSITIONS TAKEN BY THE TRUST AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE TRUST BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2019. FORM 990, PART VI, SECTION A, LINE 3: THE TRUST HAS CONTRACTED WITH MAGNACARE AND RISE PARTNERSHIP INC. TO PROVIDE DAY-TO-DAY ADMINISTRATIVE SERVICES TO THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B: THE BOARD OF TRUSTEES WAS PROVIDED A COPY OF FORM 990. THE FORM 990 IS REVIEWED BY MANAGEMENT AND BY THE TRUST DIRECTOR PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C: ALL MEMBERS OF THE BOARD OF TRUSTEES ARE COVERED BY THE CONFLICT-OF-INTEREST POLICY. IF AND WHEN A POTENTIAL CONFLICT OF INTEREST IS DISCLOSED, THE BOARD OF TRUSTEES WILL REVIEW THE MATTER AND DETERMINE THE APPROPRIATE ACTION, IF ANY. FORM 990, PART VI, SECTION B, LINE 15: THE TRUST DOES NOT HAVE EMPLOYEES; THEREFORE, THERE ARE NO COMPENSATION REVIEW PROCEDURES. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTERST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST BUT NOT TO THE GENERAL PUBLIC. FORM 990, PART VII: MELISSA UNGER SERVES AS THE CHAIR OF THE ORGANIZATION. MELISSA IS ALSO ON THE BOARD OF DIRECTORS OF RISE PARTNERSHIP, INC. WHICH PROVIDES CERTAIN ADMINISTRATIVE SERVICES TO THE ORGANIZATION. MELISSA IS NOT COMPENSATED BY EITHER THE ORGANIZATION OR RISE PARTNERSHIP, INC. AND REFRAINS FROM VOTING ON THE CONTRACT WITH RISE PARTNERSHIP, INC. FORM 990, PART VII, LINE 1A: TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE TRUST'S THIRD-PARTY ADMINISTRATOR, MagnaCare. FORM 990, PART VII, LINE 1: THE ORGANIZATION USES THE MODIFIED CASH BASIS OF ACCOUNTING. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE ANNUAL AUDIT AND HIRING THE AUDITOR. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. Oregon Homecare Workers Supplemental Tru 12121 Harbour Reach Drive St 105 Mukilteo WA 98275 463915049 HEALTH BEN. OR 501(C)(5) N/A NA false SERVICE EMPLOYEES INTERNATIONAL UNION 50 1730 COMMERCIAL STREET SE SALEM OR 97302 930323147 LABOR ORG. OR 501(C)(5) N/A NA false SEIU 503 TRAINING PARTNERSHIP 525 NE OREGON STREET PORTLAND OR 97232 836554307 TRAINING OR 501(C)(3) N/A NA false FORUM BUILDING LLC 525 NE OREGON STREET PORTLAND OR 97232 833926364 BUILDING CORP OR 501(C)(2) N/A NA false RISE Partnership Inc 525 NE Oregon Street Portland OR 97232 834080074 Membership and Co OR NA Corp 7235233 2123781 0.33333 false false false false false false false false false false false false false true false false false false false false RISE PARTNERSHIP INC M 2598699 ACTUAL FEES