2025-03-07T17:52:43-06:00 2024-04-30 410746749 CLIFTONLARSONALLEN LLP 2875 MICHELLE DRIVE 300 IRVINE CA 92606 990 2023-05-01 916049498 UNITED FOOD AND COMMERCIAL WORKERS WELFARE TRUST UNIT 5095340600 1322 N POST SPOKANE WA 99201 ERIC RENNER CHAIRMAN 5095340600 2025-02-26 1 0 LISA N RYSSEL CPA P00643670 7149781300 2025-02-26 2023 2025-03-06 01:10:19Z ERIC RENNER 1322 N POST SPOKANE WA 99201 96855023 0 X N/A X 1963 WA PROVIDE A HEALTH AND WELFARE PLAN TO THE UNITED FOOD AND COMMERCIAL WORKERS UNION PURSUANT TO A COLLECTIVE BARGAINING AGREEMENT. 10 6 0 10 0 0 0 0 44646316 44877337 -80480 1003495 0 0 44565836 45880832 0 0 39634188 40036220 0 0 0 0 0 1369206 2357479 41003394 42393699 3562442 3487133 51706017 55937105 5539837 6553282 46166180 49383823 PROVIDE A HEALTH AND WELFARE PLAN TO THE UNITED FOOD AND COMMERCIAL WORKERS UNION PERSUANT TO A COLLECTIVE BARGAINING AGREEMENT. 0 0 THE PLAN PROVIDES HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS. PREMIUMS TO UNDERWRITERS FOR HEALTH AND WELFARE BENEFITS. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 30 0 1 0 0 0 0 0 0 0 0 0 X 10 6 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X AW REHN & ASSOCIATES 5095340600 1322 N POST SPOKANE WA 99201 ERIC RENNER CHAIRMAN 2.00 X X 0 0 0 SCOTT POWERS SECRETARY 2.00 X X 0 0 0 BRENT BOHN TRUSTEE 2.00 X 0 0 0 JEFF HOFSTADER TRUSTEE 2.00 X 0 0 0 SCOTT HABENICHT TRUSTEE 2.00 X 0 0 0 CRAIG CUDE TRUSTEE 2.00 X 0 0 0 FAYE GUENTHER TRUSTEE 2.00 X 0 0 0 YVONNE PETERS TRUSTEE 2.00 X 0 0 0 SEAN HAMMOND TRUSTEE 2.00 X 0 0 0 JOE MIZRAHI TRUSTEE 2.00 X 0 0 0 0 0 0 0 0 0 0 AETNA 151 FARMINGTON AVENUE HARTFORF CT 06156 PPO NETWORK CLAIMS ADMINISTRATOR 864434 A W REHN & ASSOCIATES INC 1322 N POST ST SPOKANE WA 99201 ADMIN AND CLAIMS FEES 371962 DELTA DENTAL 400 FAIRVIEW AVE N STE 800 SEATTLE WA 98109 DENTAL SERVICES 125170 ADVANTRIA 5625 ALPINISTA CIRCLE RENO NV 89511 CLAIM REVIEWS 116336 RAEL & LETSON 601 UNION STREET SUITE 2415 SEATTLE WA 98101 CONSULTING 103059 5 EMPLOYER CONTRIBUTIONS 900099 42131694 42131694 PARTICIPANT CONTRIBUTIONS 900099 2745643 2745643 44877337 1194128 1194128 50783558 50974191 -190633 -190633 -190633 45880832 44877337 0 1003495 40036220 1860145 29945 39728 138672 107788 105592 30331 CONFERENCE 30434 PCORI TAXES 13419 IFEBP DUES 1425 42393699 19134869 10642606 4162311 3955077 9660 12995 28399177 41326427 51706017 55937105 531137 806382 5008700 5746900 5539837 6553282 X 0 0 0 0 46166180 49383823 46166180 49383823 51706017 55937105 X 3487133 468710 -738200 X X 0 1 X 1 0 0 CLAIMS INCURRED BUT NOT REPORTED 5746900 5746900 X 46216087 468710 468710 45747377 133455 133455 45880832 42260244 0 42260244 133455 133455 42393699 PART X, LINE 2: THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED DECEMBER 18, 1989, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME, THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2024 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES TRUST MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE TRUST AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE TRUST HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION A, LINE 3 THE DAY TO DAY OPERATIONS OF THE PLAN ARE MANAGED BY AW REHN & ASSOCIATES FORM 990, PART VI, SECTION B, LINE 11B THE ADMINISTRATOR REVIEWS THE COMPLETED 990 AND TAKES THE FORM TO THE CHAIRMAN FOR REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION C, LINE 18 NO GOVERNMENT DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC; ONLY TO THOSE REQUIRED BY ERISA. FORM 990, PART VI, SECTION C, LINE 19 NO GOVERNMENT DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC; ONLY TO THOSE REQUIRED BY ERISA. FORM 990, PART XI, LINE 9: CHANGE IN INCURRED BUT NOT REPORTED CLAIMS -738,200. PART XII, LINE 2C: THE OVERSIGHT PROCESS AND METHOD OF SELECTING THE INDEPENDENT AUDITOR HAS NOT CHANGED FROM THE PRIOR YEAR. UFCW LOCAL 3000 UNITED WAY OF SPOKANE AW REHN & ASSOCIATES REDSERGE VENTURES THOMPSON DEER PARK COUNTRY CLUB DUZAN FRED MEYERKROGER GENE'S GENE'S NONBARGAINING MARK'S GOLF RIVERLINKS GOLF INC RON'S THRIFT (MANITO SUPER 1 FOODS) ROSAUERSURM SAFEWAY SAFEWAY PORTLAND ABS SAFEWAY PORTLAND DIVISION SAFEWAY SEATTLE ABS SAV MART SIGN WORKS CUSTOM CONCEPTS LLC SPOKANE RENDERING THE MARKETS LLC WINCO FOODS LLC WRAY'S CROWN FOODS LINKEDUNION CORPORATION MARK'S GOLF RAY'S MEATS 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0