ALASKA LABORERS CONSTRUCTION INDUSTRY HEALTH & SECURITY FUND: Form 990, tax year 2022
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- Organization
- ALASKA LABORERS CONSTRUCTION INDUSTRY HEALTH & SECURITY FUND (EIN 91-6028565)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-08
- IRS object ID
- 202411299349303066
- 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 | 2024-05-08T13:33:08-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | 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 | 10700 NORTHUP WAY SUITE 200 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 916028565 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALASKA LABORERS CONSTRUCTION INDUSTRY | BusinessNameLine1Txt |
| Business Name Line2 | HEALTH & SECURITY FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALAS | BusinessNameControlTxt |
| Phone | 2064417574 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 34203 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98124 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE GERAGHTY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2064417574 | PhoneNum |
| Signature | 2024-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEVE | PersonFirstNm |
| Person Last | GERAGHTY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | 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 | TODD M STOKES CPA | PreparerPersonNm |
| PTIN | P01451940 | PTIN |
| Phone | 4252506100 | PhoneNum |
| Preparation | 2024-04-24 | 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 | STEVE GERAGHTY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 34203 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $51,267,576 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | AK | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS OF THE PLAN | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 9 | 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 | $19,136,660 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $20,139,865 | CYProgramServiceRevenueAmt |
| PY Investment Income | $336,948 | PYInvestmentIncomeAmt |
| CY Investment Income | $736,398 | CYInvestmentIncomeAmt |
| PY Other Revenue | $79,207 | PYOtherRevenueAmt |
| CY Other Revenue | $32,250 | CYOtherRevenueAmt |
| PY Total Revenue | $19,552,815 | PYTotalRevenueAmt |
| CY Total Revenue | $20,908,513 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $20,524,906 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $20,590,619 | 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 | $1,075,639 | PYOtherExpensesAmt |
| CY Other Expenses | $1,135,360 | CYOtherExpensesAmt |
| PY Total Expenses | $21,600,545 | PYTotalExpensesAmt |
| CY Total Expenses | $21,725,979 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,047,730 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$817,466 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $27,439,869 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,695,775 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,261,546 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,680,700 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,178,323 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,015,075 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE PLAN PROVIDES HEALTH AND & WELFARE BENEFITS TO ELIGIBILE MEMBERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE PLAN PROVIDES HEALTH & WELFARE BENEFITS TO ELIGIBLE MEMBERS. | 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 | Yes (1) | 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 | 218 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1 | 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 | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | 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 | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | 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 | WELFARE & PENSION ADMIN SVC INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2064417574 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7525 SE 24TH STREET SUITE 200 | AddressLine1Txt |
| City | MERCER ISLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| AUGUSTINE MERRICK II | ||||||
| TRUSTEE, CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEVE GERAGHTY | ||||||
| TRUSTEE, SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVE DUCLOS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRANDON CALCATERRA | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JACOB HOWDESHELL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES MURRELL START 422 | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF MILLER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT EICKHOLT END 822 | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TRENTON ENGLISH START 822 | ||||||
| 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 (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LABOR FIRST LLC | |||||
| 1000 MIDLANTIC DRIVE 100 | MOUNT LAUREL | NJ | 08054 | MEDICARE ADMIN SVCS | $922,579 |
| WELFARE & PENSION ADMIN SERVICE INC | |||||
| 7525 24TH STREET SUITE 200 | MERCER ISLAND | WA | 98040 | THIRD-PARTY ADMIN | $642,413 |
| AETNA | |||||
| 610 UNION STREET SUITE 810 | SEATTLE | WA | 98101 | CLAIMS ADMIN | $311,718 |
| ZELIS CLAIMS INTEGRITY | |||||
| 2 CROSSROADS DRIVE | BEDMINSTER | NJ | 07921 | CLAIMS ADMIN | $170,411 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $18,579,826 | $18,579,826 |
| EMPLOYEE CONTRIBUTIONS | 900099 | $1,560,039 | $1,560,039 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $20,139,865 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $298,968 | TotalRevenueColumnAmt |
| Exclusion | $298,968 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,796,493 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,359,063 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $437,430 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $437,430 | TotalRevenueColumnAmt |
| Exclusion | $437,430 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $32,250 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,250 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $32,250 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,908,513 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,172,115 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $736,398 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,590,619 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $553,612 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,958 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,970 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,945 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,284 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,222 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,743 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,974 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,734 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,079 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| ALASKA VACCINE ASSESSME | $103,480 |
| LABORERS HEALTH & SAFET | $40,381 |
| PCORI TAX | $16,978 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,725,979 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,615,885 | BOYAmt |
| EOY | $3,553,774 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,634,165 | BOYAmt |
| EOY | $2,840,248 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,921 | BOYAmt |
| EOY | $13,346 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,913,352 | BOYAmt |
| EOY | $7,256,009 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,263,546 | BOYAmt |
| EOY | $15,032,398 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,439,869 | BOYAmt |
| EOY | $28,695,775 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $333,522 | BOYAmt |
| EOY | $178,528 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,928,024 | BOYAmt |
| EOY | $12,502,172 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,261,546 | BOYAmt |
| EOY | $12,680,700 | 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 | $16,178,323 | BOYAmt |
| EOY | $16,015,075 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,178,323 | BOYAmt |
| EOY | $16,015,075 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,439,869 | BOYAmt |
| EOY | $28,695,775 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$817,466 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $654,218 | 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 Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COLLECTIVE TRUST FUNDS | Desc |
| Book Value | $15,032,398 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $15,032,398 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CLAIMS PAYABLE | $240,072 |
| CLAIMS INCURRED BUT NOT REPORTED | $4,995,100 |
| ACCUMULATED ELIGIBLITY CREDITS | $7,267,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,502,172 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $21,538,786 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $654,218 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $654,218 | RevenueNotReportedAmt |
| Revenue Subtotal | $20,884,568 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $23,945 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $23,945 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $20,908,513 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $20,127,886 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $20,127,886 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $23,945 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,574,148 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,598,093 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $21,725,979 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 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: | CHANGE IN CLAIMS PAYABLE -43,952. CHANGE IN CLAIMS INCURRED BUT NOT REPORTED 1,088,100. CHANGE IN ACCUMULATED ELIGIBILITY CREDITS 530,000. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE DAY TO DAY OPERATION OF THE PLAN IS HANDLED BY A THIRD PARTY ADMINISTRATOR, WELFARE & PENSION ADMINISTRATION SERVICE, INC. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE BOARD BEFORE IT IS SIGNED. |
| FORM 990, PART VI, SECTION B, LINE 12C | TRUSTEES ARE REQUIRED TO FILE ANNUAL STATEMENTS REGARDING CONFLICTS OF INTEREST. IN CONNECTION WITH ANY OR ACTUAL POTENTIAL CONFLICT OF INTEREST, A TRUSTEE SHOULD DISCLOSE THE EXISTENCE AND NATURE OF THE FINANCIAL INTEREST OR BENEFIT INVOLVED INCLUDING DISCLOSURE OF ALL MATERIAL FACTS ATTENDANT TO THE TRANSACTION WITH THE OTHER TRUSTEES AND FUND COUNSEL. AFTER DISCLOSURE AND IN THE CASE OF ANY QUESTIONS ABOUT THE POTENTIAL FOR CONFLICT OF INTEREST OR ANY REMAINING QUESTION BY ANY TRUSTEE, FUND COUNSEL SHALL ADDRESS AND IDENTIFY THE SITUATION AND ITS POTENTIAL FOR PREVENTING AN UNBIASED OR OBJECTIVE DECISION BY THE TRUSTEE, OR THE FUND. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE PLAN PROVIDES ITS DOCUMENTS AND FINANCIAL STATEMENTS UPON REQUEST THROUGH THE PLAN ADMINISTRATOR. |
| FORM 990, PART VII, SECTION A, LINE 6: | TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION BY OTHER RELATED TAX-EXEMPT ORGANIZATIONS IS REPORTED ON FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE PLAN ADMINISTRATOR. |
| FORM 990, PART XII, LINES 2B & 2C: | THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE ANNUAL AUDIT AND HIRING THE AUDITOR. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| LABORERS LOCAL #341 | ||||||||||
| 2501 COMMERCIAL DRIVE | ANCHORAGE | AK | 99501 | 920013258 | LABOR UNION | AK | 501(C)(5) | N/A | N/A | 0 |
| LABORERS LOCAL #942 | ||||||||||
| 2740 DAVIS ROAD | FAIRBANKS | AK | 99709 | 920013113 | LABOR UNION | AK | 501(C)(5) | N/A | N/A | 0 |
| AK LABORERS LEGAL FUND | ||||||||||
| 7525 SE 24TH STREET SUITE 200 | MERCER ISLAND | WA | 98040 | 510234876 | LEGAL BENEFITS | WA | 501(C)(9) | N/A | N/A | 0 |
| AK LABORERS RETIREMENT FUND | ||||||||||
| 7525 SE 24TH STREET SUITE 200 | MERCER ISLAND | WA | 98040 | 916028298 | RETIREMENT BENEFITS | WA | 501(A) | N/A | N/A | 0 |
| AK LABORERS TRAINING FUND | ||||||||||
| 17805 OLD GLENN HIGHWAY | CHUGIAK | AK | 99567 | 926003589 | TRAINING | AK | 501(C)(3) | SCHOOL | N/A | 0 |
| AK DISTRICT COUNCIL OF LABORERS | ||||||||||
| 2501 COMMERCIAL DRIVE | ANCHORAGE | AK | 99501 | 920061646 | VEBA SPONSOR | AK | 501(C)(5) | N/A | N/A | 0 |
| 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | 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 |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| JERMAIN DUNNAGAN & OWENS PC | ||
| M | $69,386 | ACTUAL PAID |
| LABORERS LOCAL #341 | ||
| M | $81,850 | ACTUAL PAID |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS | FormAndLineReferenceDesc |
| Explanation | THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTI-EMPLOYER TRUST THAT PROVIDES LEGAL BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF JUNE 30, 2023, THERE ARE APPROXIMATELY 100 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES, AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (DISREGARDED ENTITY, TAX-EXEMPT ORGANIZATION, PARTNERSHIP, TAXABLE CORPORATION OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATION OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. 1 PRECISION PAINTING A & D DRILL AND ABSOLUTE SERVICES, INC ACME FENCE CO ADMIRALTY CONSTRUCTION AHTNA CONSTRUCTION AK WORKS PARTNERSHIP ALASKA ABATEMENT CORP ALASKA COMMERCIAL ALASKA CONCRETE SAWING ALASKA FRONTIER ALASKA ROAD BORING INC ALASKA STATE DISTRICT AMERICAN LANDSCAPING ANCHORAGE SAND ASEA/AFSCME LOCAL 52 ASRC CIVIL CONST, LLC ASRC EARTHWORKS, LLC ASRC ENERGY SERVICES AURORA ENERGY SOLN LLC AWOS BERING STRAITS BLASTING TECHNOLOGY BRANDSAFWAY SERVICES BRECHAN CONST, INC. BRICE, INC BRISTOL GENERAL CONT. BRISTOL PRIME CARPENTRY BY THE HOUR CARVER CONSTRUCTION CITY OF FAIRBANKS CITY OF WASILLA COLASKA DBA SECON CONDON-JOHNSON & ASSOC CORNERSTONE CONST CO CRUZ CONSTRUCTION, INC CW RESOURCES DAVIS CONSTRUCTORS DCI BUILDERS, LLC DELHUR INDUSTRIES, INC EASTSIDE CARPET CO. EXCLUSIVE PAVING FINISHING EDGE FLOWLINE FRAWNER CORPORATION GHEMM COMPANY, INC. GLACIER STATE CONTRS GMC CONTRACTING, INC GRANITE CONSTRUCTION GREAT NORTHWEST HASKELL CORP HC CONTRACTORS, INC HENRICKSEN CONSTRUCT. HICKEL CONSTRUCTION HOUSTON CONTRACTING HPM INC INDUSTRIAL INSULATION INDYNE, INC. JAFFA CONST INC JERMAIN DUNNAGAN & JIM PSENAK CONST JOHNSON RIVER JP MORGAN ENTERPIRSES KIEWIT BARNARD KIEWIT INFRA WEST CO. L5 SERVICES LEBPCT M.C. RESOURCE MAIN BUILDING MASS EXCAVATION, INC NANUQ INC. NEESER CONST INC NETCENTRIC TECH, LLC NORTH40 CONSTRUCTION ORION MARINE CONT. PAVING PRODUCTS INC PRESTIGE CARE, INC. PROSSER DAGG CONST. PRUHS CONSTRUCTION QAP QAYAQ CONSTRUCTION ROADRUNNER FENCE CO ROGER HICKEL SCARSELLA BROTHERS SILVER MOUNTAIN CONST. SOUTHCENTRAL CONST INC SPERNAK & SON STG PACIFIC SWALLING GENERAL CONT TCC/VALDEZ TLINGIT TRAFFIC UNIT COMPANY VERTEX INSULATION INC WEST COAST CONCRETE WESTMARK HOTELS, INC. WHITE MOUNTAIN CONST. WOLF CREEK SERVICES | ExplanationTxt |