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WESTMARK CREDIT UNION

Company Details

Name: WESTMARK CREDIT UNION
Jurisdiction: Idaho
Legal type: Non-Profit Corporation (D)
Status: Active-Good Standing
Date of registration: 17 Jan 2012 (13 years ago)
Financial Date End: 31 Jan 2026
Entity Number: 583864
Place of Formation: IDAHO
File Number: 583864
Mailing Address: PO BOX 2869 IDAHO FALLS, ID 83403-2869

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WESTMARK CREDIT UNION WELFARE BENEFIT PLAN 2022 820218879 2023-06-14 WESTMARK CREDIT UNION 231
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2022-01-01
Business code 522130
Sponsor’s telephone number 2085232722
Plan sponsor’s mailing address 2520 CHANNING WAY, IDAHO FALLS, ID, 834047515
Plan sponsor’s address 2520 CHANNING WAY, IDAHO FALLS, ID, 834047515

Number of participants as of the end of the plan year

Active participants 231

Signature of

Role Plan administrator
Date 2023-06-14
Name of individual signing TAMMY RIDGWELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-06-14
Name of individual signing TAMMY RIDGWELL
Valid signature Filed with authorized/valid electronic signature
WESTMARK CREDIT UNION WELFARE BENEFIT PLAN 2021 820218879 2022-07-14 WESTMARK CREDIT UNION 223
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2021-01-01
Business code 522130
Sponsor’s telephone number 2085232722
Plan sponsor’s mailing address 2520 CHANNING WAY, IDAHO FALLS, ID, 834047515
Plan sponsor’s address 2520 CHANNING WAY, IDAHO FALLS, ID, 834047515

Number of participants as of the end of the plan year

Active participants 223

Signature of

Role Plan administrator
Date 2022-07-14
Name of individual signing TAMMY RIDGWELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-14
Name of individual signing TAMMY RIDGWELL
Valid signature Filed with authorized/valid electronic signature
WESTMARK CREDIT UNION WELFARE BENEFIT PLAN 2020 820218879 2021-05-14 WESTMARK CREDIT UNION 178
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2020-01-01
Business code 522130
Sponsor’s telephone number 2085232722
Plan sponsor’s mailing address 2520 CHANNING WAY, IDAHO FALLS, ID, 834047515
Plan sponsor’s address 2520 CHANNING WAY, IDAHO FALLS, ID, 834047515

Number of participants as of the end of the plan year

Active participants 178

Signature of

Role Plan administrator
Date 2021-05-14
Name of individual signing TAMMY RIDGWELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-05-14
Name of individual signing TAMMY RIDGWELL
Valid signature Filed with authorized/valid electronic signature
WESTMARK CREDIT UNION WELFARE BENEFIT PLAN 2019 820218879 2020-07-07 WESTMARK CREDIT UNION 178
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2019-01-01
Business code 522130
Sponsor’s telephone number 2085232722
Plan sponsor’s mailing address 2520 CHANNING WAY, IDAHO FALLS, ID, 834047515
Plan sponsor’s address 2520 CHANNING WAY, IDAHO FALLS, ID, 834047515

Number of participants as of the end of the plan year

Active participants 178

Signature of

Role Plan administrator
Date 2020-07-07
Name of individual signing TAMMY RIDGWELL
Valid signature Filed with authorized/valid electronic signature
WESTMARK CREDIT UNION WELFARE BENEFIT PLAN 2018 820218879 2019-07-12 WESTMARK CREDIT UNION 177
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2018-01-01
Business code 522130
Sponsor’s telephone number 2085232722
Plan sponsor’s mailing address 2520 CHANNING WAY, IDAHO FALLS, ID, 834047515
Plan sponsor’s address 2520 CHANNING WAY, IDAHO FALLS, ID, 834047515

Number of participants as of the end of the plan year

Active participants 177

Signature of

Role Plan administrator
Date 2019-07-12
Name of individual signing TAMMY RIDGWELL
Valid signature Filed with authorized/valid electronic signature
WESTMARK CREDIT UNION WELFARE BENEFIT PLAN 2017 820218879 2018-06-28 WESTMARK CREDIT UNION 178
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2017-01-01
Business code 522130
Sponsor’s telephone number 2085232722
Plan sponsor’s mailing address 2520 CHANNING WAY, IDAHO FALLS, ID, 834047515
Plan sponsor’s address 2520 CHANNING WAY, IDAHO FALLS, ID, 834047515

Number of participants as of the end of the plan year

Active participants 178

Signature of

Role Plan administrator
Date 2018-06-28
Name of individual signing TAMMY NELSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-06-28
Name of individual signing TAMMY NELSON
Valid signature Filed with authorized/valid electronic signature
WESTMARK CREDIT UNION WELFARE BENEFIT PLAN 2016 820218879 2017-04-18 WESTMARK CREDIT UNION 168
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2016-01-01
Business code 522130
Sponsor’s telephone number 2085232722
Plan sponsor’s mailing address 2520 CHANNING WAY, IDAHO FALLS, ID, 834047515
Plan sponsor’s address 2520 CHANNING WAY, IDAHO FALLS, ID, 834047515

Number of participants as of the end of the plan year

Active participants 169

Signature of

Role Plan administrator
Date 2017-04-18
Name of individual signing TAMMY NELSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-04-18
Name of individual signing TAMMY NELSON
Valid signature Filed with authorized/valid electronic signature
WESTMARK CREDIT UNION WELFARE BENEFIT PLAN 2015 820218879 2016-07-13 WESTMARK CREDIT UNION 168
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2015-01-01
Business code 522130
Sponsor’s telephone number 2085232722
Plan sponsor’s mailing address PO BOX 2869, IDAHO FALLS, ID, 834032869
Plan sponsor’s address 2520 CHANNING WAY, IDAHO FALLS, ID, 83404

Number of participants as of the end of the plan year

Active participants 171

Signature of

Role Plan administrator
Date 2016-07-13
Name of individual signing TAMMY NELSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-13
Name of individual signing TAMMY NELSON
Valid signature Filed with authorized/valid electronic signature
WESTMARK CREDIT UNION WELFARE BENEFIT PLAN 2014 820218879 2015-08-07 WESTMARK CREDIT UNION 163
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2014-01-01
Business code 522130
Sponsor’s telephone number 2085232722
Plan sponsor’s mailing address P.O. BOX 2869, IDAHO FALLS, ID, 83403
Plan sponsor’s address 2520 CHANNING WAY, IDAHO FALLS, ID, 83404

Number of participants as of the end of the plan year

Active participants 163

Signature of

Role Plan administrator
Date 2015-08-07
Name of individual signing TAMMY NELSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-08-07
Name of individual signing TAMMY NELSON
Valid signature Filed with authorized/valid electronic signature
WESTMARK CREDIT UNION WELFARE BENEFIT PLAN 2014 820218879 2015-07-24 WESTMARK CREDIT UNION 160
Three-digit plan number (PN) 501
Effective date of plan 2014-01-01
Business code 522130
Sponsor’s telephone number 2085232722
Plan sponsor’s mailing address P.O. BOX 2869, IDAHO FALLS, ID, 83403
Plan sponsor’s address 2520 CHANNING WAY, IDAHO FALLS, ID, 83404

Number of participants as of the end of the plan year

Active participants 160

Signature of

Role Plan administrator
Date 2015-07-24
Name of individual signing TAMMY NELSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-07-24
Name of individual signing TAMMY NELSON
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Mike Schenck Agent 2520 CHANNING WAY, IDAHO FALLS, ID 83404

President

Name Role Address Appointed On Resigned On
Rich Leonardson President 1278 NORTH 1150 EAST, SHELLEY, ID 83274 2020-12-18 2024-01-03
Mike A Schenck President 6315 MAGGIE, IDAHO FALLS, ID 83402 2024-01-03 No data

Director

Name Role Address Appointed On Resigned On
Rebecca Adams Director 5744 S. 65 W., IDAHO FALLS, ID 83402 2024-01-03 2024-01-03
Nathan A Stevens Director 4854 E. WIND RIVER DRIVE, IDAHO FALLS, ID 83401 2024-01-03 No data
E Denise Teuscher Director 682 TROY AVENUE, IDAHO FALLS, ID 83402 2024-01-03 2024-01-03
Mike Ehlers Director 1074 EAST 1300 NORTH, SHELLEY, ID 83274 2024-01-03 No data
Will Jenson Director 78 N. 3924 E., RIGBY, ID 83442 2024-01-03 No data

Secretary

Name Role Address Appointed On
Stephen Hammon Secretary 9737 SO. HENRY CREEK ROAD, IDAHO FALLS, ID 83406 2024-01-03

Treasurer

Name Role Address Appointed On
Derik M Nielsen Treasurer 4501 NATURE'S PLACE, IDAHO FALLS, ID 83406 2024-01-03

Filing

Filing Name Filing Number Filing date
Annual Report 0006014348 2024-12-06
Annual Report 0005534384 2024-01-03
Annual Report 0005012341 2022-12-05
Annual Report 0004529082 2021-12-14
Annual Report 0004104055 2020-12-18
Annual Report 0003693959 2019-12-02
Annual Report 0003417398 2019-01-30
Annual Report 0003246871 2017-11-28
Annual Report 0003246870 2016-11-29
Annual Report 0003246869 2015-11-16

OSHA's Inspections within Industry

Inspection Nr Report ID Date Opened Site Address
302584271 1032500 2000-03-06 815 FIRST STREET, IDAHO FALLS, ID, 83402
Inspection Type Complaint
Scope Partial
Safety/Health Health
Close Conference 2000-03-07
Case Closed 2000-03-09

Related Activity

Type Complaint
Activity Nr 76913862
Health Yes

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
82-0218879 Association Unconditional Exemption PO BOX 2869, IDAHO FALLS, ID, 83403-2869 2023-04
In Care of Name % RICH LEONARDSON
Group Exemption Number 0000
Subsection Credit Union, Other Mutual Corp. or Assoc.
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are not deductible.
Foundation All organizations except 501(c)(3)
Tax Period 2023-12
Asset 50,000,000 to greater
Income 50,000,000 to greater
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 1379746743
Income Amount 71501183
Form 990 Revenue Amount 71501183
National Taxonomy of Exempt Entities Public& Societal Benefit: Credit Unions
Sort Name -

Determination Letter

Final Letter(s) FinalLetter_82-0218879_WESTMARKCREDITUNION_02032023_00.pdf

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name WESTMARK CREDIT UNION
EIN 82-0218879
Tax Period 202112
Filing Type E
Return Type 990O
File View File
Organization Name WESTMARK CREDIT UNION
EIN 82-0218879
Tax Period 201912
Filing Type E
Return Type 990O
File View File
Organization Name WESTMARK CREDIT UNION
EIN 82-0218879
Tax Period 201812
Filing Type E
Return Type 990O
File View File
Organization Name WESTMARK CREDIT UNION
EIN 82-0218879
Tax Period 201712
Filing Type E
Return Type 990O
File View File
Organization Name WESTMARK CREDIT UNION
EIN 82-0218879
Tax Period 201612
Filing Type E
Return Type 990O
File View File

Court Cases

Docket Number Nature of Suit Filing Date Disposition
0700092 Other Contract Actions 2007-02-26 remanded to state court
Circuit Ninth Circuit
Origin removed (began in the state court, removed to the district court)
Jurisdiction federal question
Jury Demand Missing
Demanded Amount 0
Termination Class Action Missing
Procedural Progress order decided
Nature Of Judgment Missing
Judgement missing
Arbitration On Termination Missing
Office 4
Filing Date 2007-02-26
Termination Date 2007-05-08
Section 1441
Sub Section PR
Status Terminated

Parties

Name WESTMARK CREDIT UNION
Role Plaintiff
Name JOHNSON
Role Defendant
1100148 Civil Rights Employment 2011-04-07 voluntarily
Circuit Ninth Circuit
Origin original proceeding
Jurisdiction federal question
Jury Demand Plaintiff demands jury
Demanded Amount 0
Termination Class Action Missing
Procedural Progress other
Nature Of Judgment no monetary award
Judgement missing
Arbitration On Termination Missing
Office 4
Filing Date 2011-04-07
Termination Date 2012-08-09
Date Issue Joined 2011-05-03
Section 0621
Status Terminated

Parties

Name MCGIFFIN
Role Plaintiff
Name WESTMARK CREDIT UNION
Role Defendant

Date of last update: 11 Apr 2025

Sources: Idaho Secretary of State