NORTHWEST SHEET METAL WORKERS WELFARE FUND: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NORTHWEST SHEET METAL WORKERS WELFARE FUND (EIN 91-0589283)
- Tax period
- 2022-04-01 to 2023-03-31
- Filed
- 2024-02-07
- IRS object ID
- 202440389349301124
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-07T11:36:54-06:00 | ReturnTs |
| Tax Period End | 2023-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 W RIVERSIDE AVE SUITE 700 | AddressLine1Txt |
| City | SPOKANE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910589283 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHWEST SHEET METAL WORKERS | BusinessNameLine1Txt |
| Business Name Line2 | WELFARE FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 5095340600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1322 NORTH POST | AddressLine1Txt |
| City | SPOKANE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KOLBY HANSON | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 5095340600 | PhoneNum |
| Signature | 2024-02-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KOLBY | PersonFirstNm |
| Person Last | HANSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA N RYSSEL CPA | PreparerPersonNm |
| PTIN | P00643670 | PTIN |
| Phone | 5093636300 | PhoneNum |
| Preparation | 2024-02-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KOLBY HANSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1322 NORTH POST | AddressLine1Txt |
| City | SPOKANE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $194,332,366 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | HEALTH AND WELFARE BENEFITS | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 193 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $102,166,516 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $108,139,281 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,764,740 | PYInvestmentIncomeAmt |
| CY Investment Income | $595,586 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $110,931,256 | PYTotalRevenueAmt |
| CY Total Revenue | $108,734,867 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $92,613,394 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $91,941,305 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,235,608 | PYOtherExpensesAmt |
| CY Other Expenses | $2,253,727 | CYOtherExpensesAmt |
| PY Total Expenses | $94,849,002 | PYTotalExpensesAmt |
| CY Total Expenses | $94,195,032 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $16,082,254 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $14,539,835 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $157,951,543 | TotalAssetsBOYAmt |
| Total Assets EOY | $166,896,784 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $50,388,617 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $52,309,831 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $107,562,926 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $114,586,953 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 570 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 193 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID KIMMET | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5095340600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1322 N POST ST | AddressLine1Txt |
| City | SPOKANE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99201 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| KOLBY HANSON | ||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JEFF LINK | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CARL MARCUM | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID HAPPE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RANDY GOLDING | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JULIE MULLER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LANCE DEYETTE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRANDON LEATHAM | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEVIN LEINGANG | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANGELA WHITE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AETNA | |||||
| 151 FARMINGTON AVENUE | HARTFORD | CT | 06156 | PPO FEES | $1,569,219 |
| PAYDHEALTH | |||||
| 4100 ALPHA RD SUITE 500 | DALLAS | TX | 75244 | CONSULTING FEES | $1,506,329 |
| AW REHN AND ASSOCIATES | |||||
| 1322 N POST ST | SPOKANE | WA | 99201 | ADMINISTRATION | $1,208,658 |
| GUARDIAN NURSES | |||||
| PO BOX 224 | FLOURTOWN | PA | 19031 | OTHER SERVICES | $337,200 |
| DELTA DENTAL OF WA | |||||
| PO BOX 75983 | SEATTLE | WA | 98175 | DENTAL CLAIMS ADMINISTRATOR | $327,496 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $92,560,347 | $92,560,347 |
| SUPP. BENEFIT CONTRIBS | 900099 | $8,829,064 | $8,829,064 |
| PARTICIPANT CONTRIBUTI | 900099 | $6,660,037 | $6,660,037 |
| LIQUIDATED DAMAGES | 900099 | $89,833 | $89,833 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $108,139,281 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,976,977 | TotalRevenueColumnAmt |
| Exclusion | $4,976,977 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $81,216,108 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $85,597,499 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$4,381,391 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,381,391 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$4,381,391 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $108,734,867 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $103,757,890 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,976,977 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,941,305 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,329,918 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,921 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,771 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,966 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,696 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,061 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,671 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,411 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,181 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AFFORDABLE CARE ACT FEE | Desc |
| Total | $28,281 | TotalAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $850 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,195,032 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,125,219 | BOYAmt |
| EOY | $21,987,288 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,489,229 | BOYAmt |
| EOY | $10,606,881 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,337,095 | BOYAmt |
| EOY | $134,302,615 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,951,543 | BOYAmt |
| EOY | $166,896,784 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,390 | BOYAmt |
| EOY | $253,326 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,086,227 | BOYAmt |
| EOY | $52,056,505 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,388,617 | BOYAmt |
| EOY | $52,309,831 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,562,926 | BOYAmt |
| EOY | $114,586,953 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,562,926 | BOYAmt |
| EOY | $114,586,953 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,951,543 | BOYAmt |
| EOY | $166,896,784 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $14,539,835 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$7,515,808 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCUMULATED ELIGIBILITY CREDITS | $20,253,477 |
| ESTIMATED LIABILITY FOR INCURRED BUT UNREPORTED CLAIMS | $9,676,000 |
| ESTIMATED LIABILITY FOR EXTENDED MEDICAL COVERAGE | $20,732,591 |
| ESTIMATED LIABILITY FOR SEVERANCE BENEFITS | $716,694 |
| CHECKS IN EXCESS OF DESPOSITS | $677,743 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $52,056,505 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $101,112,093 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$7,515,808 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$7,515,808 | RevenueNotReportedAmt |
| Revenue Subtotal | $108,627,901 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $106,966 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $106,966 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $108,734,867 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $92,030,799 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $92,030,799 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $106,966 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $2,057,267 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,164,233 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $94,195,032 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE PLAN OBTAINED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) ON JUNE 21, 1988, AND THE PLAN SPONSOR BELIEVES THE PLAN, AS AMENDED, CONTINUES TO QUALIFY AND OPERATE AS DESIGNED. 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 PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DECREASE IN ACCUMULATED ELIGIBILITY CREDITS 1,099,025. INCREASE IN ESTIMATED LIABILITY FOR CLAIMS IBNR 168,000. INCREASE IN ESTIMATED LIABILITY FOR EXTENDED MEDICAL COVERAGE 965,560. INCREASE IN ESTIMATED LIABILITY FOR SEVERANCE BENEFITS -175,318. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 FORM 990 IS PRESENTED TO THE BOARD OF TRUSTEES AND LEGAL COUNSEL BEFORE SIGNATURE AND FILING |
| FORM 990, PART VI, SECTION B, LINE 12C | TRUSTEES ARE ASKED ANNUALLY IN WRITING IF ANY CONFLICTS EXIST. ANY CONFLICTS ARE BROUGHT TO THE BOARD OF TRUSTEES FOR RESOLUTION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. A SUMMARY ANNUAL REPORT REQUIRED BY ERISA IS SENT TO THE PARTICIPANTS ANNUALLY. ACCORDING TO THE REGULATIONS OF THE EBSA, PARTICIPANTS CAN REQUEST THE FULL ANNUAL REPORT AND FORM 5500 FROM THE PLAN ADMINISTRATOR. |
| FORM XII, LINE 2C | THE OVERSIGHT PROCESS AND METHOD FOR CHOOSING THE INDEPENDENT AUDITOR HAS NOT CHANGED FROM PRIOR YEARS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (15 entries)
| SE WASHINGTON & NE OREGON JATC |
| SHEET METAL WORKERS LOCAL 103M |
| SHEET METAL WORKERS LOCAL 23A |
| SHEET METAL WORKERS LOCAL 23 JATC |
| SHEET METAL WORKERS LOCAL 55 |
| SHEET METAL WORKERS LOCAL 66S |
| SHEET METAL WORKERS LOCAL 66 MKT RECOVERY |
| WESTERN WASHINGTON SHEET METAL JATC |
| MONTANA STATE SHEET METAL JATC |
| NE WAN IDAHO JATC |
| SW CENTRAL ID JATC |
| SAFWAY - LOCAL 66 |
| SHEET METAL WORKERS LOCAL 55 - MARKET RECOVERY |
| POCATELLO SE IDAHO JATC |
| SM LOCAL #214 LA |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (234 entries)
| 4G PLUMBING & HEATING |
| ABC MECHANICAL INC |
| ACCO-AIR CONDITIONING CO (ACCO ENGINEERED SYSTEMSBELLEVUE MECHANICAL) |
| ACCU DUCT MFG |
| AIR ANDERSON INC |
| AIR CONTROLS - BILLINGS |
| AIR CONTROLS - BOZEMAN |
| AIR HANDLERS INC |
| AIR-OPS LLC |
| AIRTEST COMPANY |
| ALASKA SHEET METAL INC |
| ALL METALS FABRICATION |
| ALL VALLEY SHEET METAL INC |
| ALLIANT SYSTEMS |
| AMERICAN NATIONAL INSULATION INC DBA INSULPRO PROJECTS |
| AMERICOOL HEATING & AC |
| APOLLO SHEET METAL |
| AQUALINE PLUMBING ELECTRICAL & HEATING |
| ARCHITECTURAL SHEET METAL INC |
| ARCTIC CHILL & HEATING SOLUTIONS LLC |
| ARCTIC REFRIGERATION & AIR CONDITIONING |
| ARGO BLOWER & MFG CO |
| ASAP INC (ARROWHEAD HEATING & AIR CONDITIONING) |
| AUBURN MECHANICAL |
| B & B HEATING & AIRCOND INC |
| BALLARD SHEET METAL WORKS |
| BANNER FURNACE & FUEL INC |
| BEHRENDS MECHANICAL INC |
| BEST CONTRACTING SERVICES INC |
| BLUE MOUNTAIN MECHANICAL INC |
| BLYTHE PLUMBING & HEATING INC |
| BRADLEY AIR COMPANY |
| BRENNAN HEATING & COOLING |
| BUTTE TIN SHOP INC |
| BWXT TECHNICAL SERVICES GROUP INC |
| CAPITAL INDUSTRIES |
| CAPITAL SHEET METAL (CAPITAL HEATING & COOLING) |
| CARLSON SHEET METAL WORKS INC |
| CENTRAL HEATING & AIR CONDITIONING |
| CHEHALIS SHEET METAL & ROOFING CO INC |
| CJ HVAC CONSULTING LLC |
| CMI METAL INDUSTRIES INC |
| CODE MECHANICAL INC |
| COLUMBIA SHEET METAL INC |
| COOK'S AUTO REBUILD INC |
| COOL AIR MECHANICAL INC |
| COPPER CITY SHEET METAL |
| CRESCENT MECHANICAL INC |
| CROWN CORR INC |
| DB SOLUTIONS LLC |
| DARK HORSE INDUSTRIAL SERVICES INC |
| DAVE'S SHEET METAL INC |
| DEAMOR ASSOC INC |
| DELTA TECHNOLOGY CORP |
| DENALI HEATING & AC |
| DIVISION 7 METAL WORKS INC |
| ECKSTROM INDUSTRIES |
| EKLUTNA CONSTRUCTION & MAINTENANCE LLC |
| ELITE MECHANICAL SERVICES |
| EMERALD AIRE INC |
| EMPIRE HEATING & COOLING CO |
| ENVIROMECH |
| EPIC AIR HEATING & COOLING LLC |
| EVERGREEN HOUSE |
| EVERGREEN STATE HEAT & AC |
| FARRINGTON AIR QUALITY SERVICES |
| FELLER HEATING |
| FRAWNER CORP |
| GB SYSTEMS |
| GENERAL MECHANICAL |
| GENSCO |
| GEO HEISER BODY CO LLC |
| GLACKEN FABRICATION LLC |
| H & R MECHANICAL SYSTEMS INC |
| HARDIN & SONS INC |
| HARRIS PACIFIC NORTHWEST LLC |
| HASKELL CORPORATION |
| HEADLESS MUMBY BREWING COMPANY |
| HEAT SYSTEMS INC |
| HERMANSON CORPORATION |
| HOBSON FABRICATING CORPORATION |
| HOLADAY-PARKS INC |
| HOLMBERG COMPANY |
| HOOVER COMMERCIAL REFRIGERATION INC |
| HURLIMAN HVAC |
| ICON-BIM LLC |
| INDYNE INC |
| INGERSOLL SHEET METAL LLC |
| INTELLIGENT DESIGN MECHANICAL SOLUTIONS |
| INTERMECH - IFAHO FALLS DIVISION |
| INTERNATIONAL ASSOCIATION OF SMART |
| J&J HAMMER CONSTRUCTION LLC |
| JH KELLY |
| JOHANSEN MECHANICAL INC |
| KENCO CONSTRUCTION INC |
| KETCHIKAN MECHANICAL INC |
| KEY MECHANICAL OF WASHINGTON |
| KMS HEATING |
| KOLLMAR INC |
| KRUEGER SHEET METAL |
| L & L MECHANICAL INC |
| L & M SHEET METAL FABRICATORS |
| LACEY GLASS |
| LAKE UNION DRYDOCK COMPANY |
| LEE FABRICATORS INC |
| LESLIE & CAMPBELL INC |
| LIVING WATER PLUMBING & MECHANICAL LLC |
| LOCKMER SHEET METAL INC |
| LONG BUILDING TECHNOLOGIES INC |
| LYONS HEATING & AIR LLC |
| MACDONALD MILLER CO |
| MACDONALD MILLER FAC |
| MBI CONSTRUCTION SERVICES INC |
| MCCLINTOCK AND TURK |
| MCKINSTRY COMPANY |
| MD EXTERIORS INC |
| MECH TECH SERVICES LLC |
| MERIT MECHANICAL SERVICES INC |
| METAL CREEK MECHANICAL LLC |
| METAL WORKS OF MONTANA |
| METALWORKS LLC |
| MIDWEST HEATING & COOLING |
| MILLER SHEET METAL INC |
| MILLER'S SMITH & LOSLI SHEET METAL INC |
| MORGAN MECHANICAL INC |
| MOSES LAKE SHEET METAL |
| MOUNTAIN COPPER CREATIONS LLP |
| MURPHY CO |
| NAES POWER CONTRACTORS |
| NEUDORFER ENGINEERS INC |
| NOBLE MECHANICAL LLC |
| NORPAC SHEETMETAL |
| NORTHSHORE EXTERIORS INC |
| NORTHSTAR FEDERAL SERVICES INC |
| NORTHWEST REFRIGERATION SERVICES LLC |
| NW MOUNTAIN AIR INC |
| NWSMW ORGANIZATIONAL TRUST |
| OCEAN PARK MECHANICAL INC |
| OLYMPIA SHEET METAL |
| OVERCAST INNOVATIONS |
| PACIFIC BIM SERVICES |
| PACIFIC MECHANICAL SYSTEMS INC |
| PACIFIC SHIP REPAIR & FAB INC |
| PENDLETON HTG & AC |
| PENN AIR CONTROL INC |
| PERFORMANCE SHEET METAL |
| PHOENIX MECHANICAL INC |
| PORT OF SEATTLE |
| PREMIER STAINLESS |
| PRIME METAL PRODUCTS |
| PRO MECHANICAL SERVICES |
| PROSPECTOR PLUMBING & HEATING |
| PSF MECHANICAL INC |
| PSR HVAC & MECHANICAL SERVICES |
| QUEEN CITY SHEET METAL & ROOFING |
| REFRIGERATION & FOOD EQUIP INC |
| REFRIGERATION UNLIMITED INC |
| RELIABLE SHEET METAL COMPANY |
| RGO INC |
| RIGHT ON HEATING & SHEET METAL |
| ROCKY MOUNTAIN MECHANICAL INC |
| RSI |
| S & R SHEET METAL |
| S & S METAL FABRICATION INC |
| SCHMOLCK MECHANICAL CONTR |
| SCOTT & FROM CO INC |
| SERVICE 1 HVAC LLC |
| SHAMROCK HEATING & COOLING |
| SHEET METAL INC |
| SHEET METAL PRODUCTS INC |
| SHIMMICK CONSTRUCTION CO INC |
| SHINN MECHANICAL |
| SKYLINE ELECTRIC |
| SMACNA WESTERN WASHINGTON INC |
| SMK TRI-CITIES INC |
| SOUTHLAND INDUSTRIES |
| SPINFINITY (INFINITY METAL SPINNING LLC) |
| SPOKANE TIN & SHEET IRON WORKS INC |
| STAINLESS SPECIALISTS INC |
| STETNER CONSTRUCTION GROUP |
| STREIMER SHEET METAL |
| STRYKER CONSTRUCTION INC |
| SUNSET AIR INC |
| SUPERIOR GROUP |
| SUPERIOR PLUMBING & HEATING |
| TC SHEET METAL |
| TEMP CONTROL MECH SERVICE |
| THE ARLEDGE GROUP |
| TIM FORCE TIN SHOP INC (CASPER) |
| TINMAN SHEETMETAL HEATING AND COOLING LLC |
| TOTAL ENERGY MANAGEMENT INC |
| TOTAL QUALITY AIR LLC |
| TRI MECHANICAL INC |
| TRI-COUNTY MECHANICAL & ELECTRIC INC (PLUMBING) |
| TRS MECHANICAL INC |
| TRUEPOINT METALWORKS |
| UNIVERSITY MECHANICAL |
| UPTOWN MECHANICAL |
| VANCE HEATING & AIR CONDITIONING |
| VELOCITY BUILDING TECHNOLOGY SERVICES |
| VET FIRST MECHANICAL |
| VIGOR SHIPYARDS |
| VITAL MECHANICAL SERVICE INC |
| VOGTS HEATING AND AIR |
| WADECO INC |
| WASHINGTON STATE BUILDING & CONSTRUCTION TRADES COUNCIL |
| WASTE TREATMENT COMPLETION COMPANY |
| WEST COAST MECHANICAL SOLUTIONS |
| WESTWARD SEAFOOD |
| WILLIAMS MECHANICAL INC |
| WILLIAMS PLANT SERVICES LLC |
| WRIGHTWAY MECHANICAL LLC |
| YMC INC |
| ZION ELECTRIC |
| AMERICAN BIM CONSTRUCTION |
| API CONSTRUCTION |
| AZ HEATING & AIR LLC |
| DIGITAL PREFAB AND CONSTRUCTION LLC |
| DRI-CON ROOFING |
| FREEDOM AIR BALANCE |
| ICON CORPORATION |
| IDAHO ENVIROMENTAL COALITION LLC |
| INSIDE PASSAGE MECHANICAL CONTRACTORS INC |
| INTERNATIONAL TRAINING INSTITUTE OF SMART |
| PRECISION TEST & BALANCE |
| QUICKTIN INC |
| RMR HEATING & COOLING |
| SCHNEIDERHAN BROTHERS |
| SIGNATURE ROOFING |
| TAYLOR PUMP & SHEET METAL LLC |
| TOTAL MECHANICAL INC |
| TRIMBLE MECHANICAL INC |
| TRUSTED COMFORT |
| TWEET GARROT MECHANICAL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |