2025-11-12T10:29:57-06:00 2024-12-31 470900880 CALIBRE CPA GROUP PLLC 462 SEVENTH AVENUE 16TH FLOOR NEW YORK NY 10018 990 2024-01-01 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 2025-11-06 1 0 JOSEPH M HERISHEN CPA P00361968 2126951300 2025-11-12 X 2024 2025-03-06 01:10:19Z JOSHUA VANDYKE 4546 BRITTANIA WAY SUITLAND MD 20746 47596662 0 X N/A X 1953 MD TO PROVIDE MEDICAL, DENTAL, AND OTHER WELFARE BENEFITS TO UNION MEMBERSHIP IN ACCORDANCE WITH COLLECTIVELY BARGAINED AGREEMENT. 10 10 0 0 0 0 0 0 17032390 17225479 1107490 1361299 558998 23872 18698878 18610650 0 0 14724189 16480891 0 0 0 0 0 1385598 1424398 16109787 17905289 2589091 705361 40376019 42077080 264177 350227 40111842 41726853 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 0 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 1 463 0 1 0 0 0 0 0 0 0 0 0 X 10 10 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 155036 54176 STEVE FAULKNER UNION TRUSTEE 1.00 2.00 X X 0 135288 68926 JOSE VENTURA UNION TRUSTEE 1.00 2.00 X X 0 130563 46376 RAY 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 RICHARD MAZZELLA EMPLOYER TRUSTEE 1.00 32.00 X 0 0 0 BRANDON HORNE EMPLOYER TRUSTEE 1.00 3.00 X 0 0 0 0 423287 169478 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 16443634 16443634 PARTICIPANT CONTRIBUTION 900099 781845 781845 17225479 1261300 1261300 29086011 28986012 99999 99999 99999 PRESCRIPTION REBATES 900099 21918 21918 LITIGATION PROCEEDS 900099 1954 1954 23872 18610650 17249351 0 1361299 16480891 532266 31820 33609 152573 624410 45121 1723 2876 17905289 1963121 1674294 2319464 1511560 2015660 1671933 16636 130615 27534548 31113429 6304981 5749820 221609 225429 40376019 42077080 264177 350227 264177 350227 X 40111842 41726853 40111842 41726853 40376019 42077080 705361 909650 0 X X 0 1 X 1 0 0 LIMITED PARTNERSHIPS 5749820 F 5749820 X 19367727 909650 909650 18458077 152573 152573 18610650 17752716 0 17752716 152573 152573 17905289 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 155036 0 0 0 0 0 0 0 54176 0 209212 0 0 STEVE FAULKNER UNION TRUSTEE 0 135288 0 0 0 0 0 0 0 68926 0 204214 0 0 JOSE VENTURA UNION TRUSTEE 0 130563 0 0 0 0 0 0 0 46376 0 176939 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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