2024-03-07T13:31:45-06:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 2875 MICHELLE DRIVE 300 IRVINE CA 92606 990 2022-07-01 916062784 INLAND EMPIRE ELECTRICAL WORKERS HEALTH AND WELFARE PLAN INLA 5095340600 1322 NORTH POST SPOKANE WA 99201 DAVID CHALLY TRUSTEE 5095340600 2024-02-27 1 DAVID CHALLY 999009999 0 LISA N RYSSEL CPA P00643670 7149781300 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVID CHALLY 1322 NORTH POST SPOKANE WA 99201 36860971 0 X N/A X 1965 WA HEALTH AND WELFARE BENEFITS 8 8 45 8 0 0 0 0 30789263 35623112 663638 1185683 58752 13496 31511653 36822291 0 0 27117586 28345303 0 0 0 0 0 716231 764317 27833817 29109620 3677836 7712671 45570596 53907135 14592448 16881901 30978148 37025234 HEALTH AND WELFARE BENEFITS 0 0 INCOME USED TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN 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 35 0 1 45 1 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 0 1 0 1 1 0 0 1 0 0 0 1 0 0 X AW REHN & ASSOCIATES INC 5095340600 1322 N POST SPOKANE WA 99201 DAVID CHALLY CHAIRMAN 1.00 X X 0 0 0 TRAVIS SWAYZE SECRETARY 1.00 X X 0 0 0 KEN BROWN TRUSTEE 1.00 X 0 0 0 JAMES DANIELS TRUSTEE 1.00 X 0 0 0 MITCHELL MURPHY TRUSTEE 1.00 X 0 0 0 JAMES GLINES TRUSTEE 1.00 X 0 0 0 CHRISTIAN CHALLY TRUSTEE 1.00 X 0 0 0 TODD BRO TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 AETNA 151 FARMINGTON AVE HARTFORD CT 06156 CLAIMS PROCESSING 609333 AW REHN & ASSOCIATES 1322 N POST ST SPOKANE WA 99201 ADMINISTRATOR 355741 DELTA DENTAL PO BOX 75983 SEATTLE WA 98175 CLAIMS PROCESSING 130716 UNITED CLAIMS SOLUTIONS 10835 N 25TH AVE SUITE 105 PHOENIX AZ 85029 CLAIMS PROCESSING 103019 4 EMPLOYER CONTRIBUTION 525100 34916016 34916016 EMPLOYEE CONTRIBUTION 525100 707096 707096 35623112 1185683 1185683 38680 38680 0 LIQUIDATED DAMAGES 525100 13496 13496 13496 36822291 35636608 0 1185683 28345303 371097 27600 64359 50628 91953 78045 31200 13926 26030 ACA FEES 7879 INTERNATIONAL FOUNDATIO 1600 29109620 3573784 3480124 113906 158079 41882906 50268932 45570596 53907135 912168 860912 13680280 16020989 14592448 16881901 X 0 0 0 0 30978148 37025234 30978148 37025234 45570596 53907135 X 7712671 -48876 -1616709 X X 0 1 X 1 0 0 INCURRED BUT NOT REPORTED CLAIMS 3174000 ACCUMULATED ELIGIBILITY CLAIMS 12846989 16020989 X 36722787 -48876 -48876 36771663 50628 50628 36822291 28319992 0 28319992 50628 739000 789628 29109620 PART X, LINE 2: THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE 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 2021 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 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, AND THE PLAN COULD BE SUBJECT TO INCOME TAX IF CERTAIN ISSUES WERE FOUND BY THE IRS THAT COULD RESULT IN THE DISQUALIFICATION OF THE PLAN'S TAX-EXEMPT STATUS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN INCURRED BUT NOT REPORTED CLAIMS AND CLAIMS PAYABLE 739,000. FORM 990, PART VI, SECTION A, LINE 3 THE BOARD OF TRUSTEES HAS HIRED A PROFESSIONAL ADMINISTRATION COMPANY TO OPERATE THE TRUST ON A DAY TO DAY BASIS. THE BOARD OF TRUSTEES RETAINS ULTIMATE RESPONSIBILITY OF THE ACTIONS OF THE PROFESSIONAL ADMINISTRATORS ACTIONS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ARE PARTICIPATING EMPLOYERS AND THE SPONSORING UNION ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B BOARD OF TRUSTEES REVIEW AND APPROVE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 15A THE TRUSTEES ARE UNCOMPENSATED FOR THEIR SERVICE ON THE BOARD OF TRUSTEES. THE TRUSTEES ARE REIMBURSED FOR LOST COMPENSATION FROM THEIR EMPLOYER OR FOR LOST COMPENSABLE LEAVE UTILIZED, IF NOT PAID BY THE EMPLOYER, TO ATTEND TO TRUST BUSINESS, ATTEND TRUST MEETINGS, AND TO ATTEND TRUSTEE EDUCATIONAL TRAINING. THE TRUSTEES ARE ALSO REIMBURSED THE NECESSARY AND REASONABLE COSTS AND EXPENSES THAT THEY INCUR IN THEIR CAPACITY AS A TRUSTEE PURSUANT TO A WRITTEN TRUSTEE EXPENSE REIMBURSEMENT POLICY. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XI, LINE 9: ACCUMULATED ELIGIBILITY 6/30/22 11,230,280. ACCUMULATED ELIGIBILITY 6/30/23 -12,846,989. PART XII LINE 2C THE OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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