2024-05-08T13:33:08-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2022-07-01 916028565 ALASKA LABORERS CONSTRUCTION INDUSTRY HEALTH & SECURITY FUND ALAS 2064417574 PO BOX 34203 SEATTLE WA 98124 STEVE GERAGHTY TRUSTEE 2064417574 2024-05-07 1 STEVE GERAGHTY 999009999 0 TODD M STOKES CPA P01451940 4252506100 2024-04-24 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z STEVE GERAGHTY PO BOX 34203 SEATTLE WA 98124 51267576 0 X N/A X 1953 AK TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS OF THE PLAN 8 0 1 9 0 0 0 0 19136660 20139865 336948 736398 79207 32250 19552815 20908513 0 0 20524906 20590619 0 0 0 0 0 1075639 1135360 21600545 21725979 -2047730 -817466 27439869 28695775 11261546 12680700 16178323 16015075 THE PLAN PROVIDES HEALTH AND & WELFARE BENEFITS TO ELIGIBILE MEMBERS. 0 0 THE PLAN PROVIDES HEALTH & WELFARE BENEFITS TO ELIGIBLE MEMBERS. 0 0 0 0 0 0 0 0 0 0 1 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 1 218 0 1 1 1 0 0 0 0 0 0 0 0 X 8 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X WELFARE & PENSION ADMIN SVC INC 2064417574 7525 SE 24TH STREET SUITE 200 MERCER ISLAND WA 98040 X X AUGUSTINE MERRICK II TRUSTEE, CHAIRMAN 1.00 X X 0 0 0 STEVE GERAGHTY TRUSTEE, SECRETARY 1.00 X X 0 0 0 DAVE DUCLOS TRUSTEE 1.00 X 0 0 0 BRANDON CALCATERRA TRUSTEE 1.00 X 0 0 0 JACOB HOWDESHELL TRUSTEE 1.00 X 0 0 0 JAMES MURRELL START 422 TRUSTEE 1.00 X 0 0 0 JEFF MILLER TRUSTEE 1.00 X 0 0 0 SCOTT EICKHOLT END 822 TRUSTEE 1.00 X 0 0 0 TRENTON ENGLISH START 822 TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 LABOR FIRST LLC 1000 MIDLANTIC DRIVE 100 MOUNT LAUREL NJ 08054 MEDICARE ADMIN SVCS 922579 WELFARE & PENSION ADMIN SERVICE INC 7525 24TH STREET SUITE 200 MERCER ISLAND WA 98040 THIRD-PARTY ADMIN 642413 AETNA 610 UNION STREET SUITE 810 SEATTLE WA 98101 CLAIMS ADMIN 311718 ZELIS CLAIMS INTEGRITY 2 CROSSROADS DRIVE BEDMINSTER NJ 07921 CLAIMS ADMIN 170411 4 EMPLOYER CONTRIBUTIONS 900099 18579826 18579826 EMPLOYEE CONTRIBUTIONS 900099 1560039 1560039 20139865 298968 298968 30796493 30359063 437430 437430 437430 OTHER INCOME 900099 32250 32250 32250 20908513 20172115 0 736398 20590619 553612 58958 43970 23945 182284 56222 7743 11974 2734 33079 ALASKA VACCINE ASSESSME 103480 LABORERS HEALTH & SAFET 40381 PCORI TAX 16978 21725979 1615885 3553774 2634165 2840248 12921 13346 6913352 7256009 16263546 15032398 27439869 28695775 333522 178528 10928024 12502172 11261546 12680700 X 0 0 0 0 16178323 16015075 16178323 16015075 27439869 28695775 -817466 654218 0 X X 0 1 X 1 0 0 COLLECTIVE TRUST FUNDS 15032398 F 15032398 CLAIMS PAYABLE 240072 CLAIMS INCURRED BUT NOT REPORTED 4995100 ACCUMULATED ELIGIBLITY CREDITS 7267000 12502172 X 21538786 654218 654218 20884568 23945 23945 20908513 20127886 0 20127886 23945 1574148 1598093 21725979 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. 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. 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 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 JERMAIN DUNNAGAN & OWENS PC M 69386 ACTUAL PAID LABORERS LOCAL #341 M 81850 ACTUAL PAID SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS 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