STRATEGY STUDIO / PUBLIC DATA EXPLORER

SEATTLE AREA PLUMBING & PIPEFITTING: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SEATTLE AREA PLUMBING & PIPEFITTING (EIN 91-0838639)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-14
IRS object ID
202411359349307191
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

FieldValueIRS element (for citing)
Return2024-05-14T14:17:54-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN208149084PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANASTASI MOORE & MARTIN PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19 S WASHINGTON ST STE 600AddressLine1Txt
CitySPOKANECityNm
State AbbreviationWAStateAbbreviationCd
ZIP99201ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN910838639EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SEATTLE AREA PLUMBING AND PIPEFITTINGBusinessNameLine1Txt
Business Name Line2INDUSTRY HEALTH TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSEATBusinessNameControlTxt
Phone2062824100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111724 NE 195TH STREET 300AddressLine1Txt
CityBOTHELLCityNm
State AbbreviationWAStateAbbreviationCd
ZIP980118242ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY J OWENPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone2062824100PhoneNum
Signature2024-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJEFFREYPersonFirstNm
Person LastOWENPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAUL ANASTASI CPAPreparerPersonNm
PTINP00395796PTIN
Phone5093230272PhoneNum
Preparation2024-05-14PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

US Address USAddress

FieldValueIRS element (for citing)
Address Line111724 NE 195TH STREET 300AddressLine1Txt
CityBOTHELLCityNm
State AbbreviationWAStateAbbreviationCd
ZIP980118242ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$104,638,788GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1968FormationYr
Legal Domicile StateWALegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTSActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee168TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$72,376,510PYProgramServiceRevenueAmt
CY Program Service Revenue$77,706,902CYProgramServiceRevenueAmt
PY Investment Income$1,563,586PYInvestmentIncomeAmt
CY Investment Income$1,008,187CYInvestmentIncomeAmt
PY Other Revenue$10,902PYOtherRevenueAmt
CY Other Revenue$16,898CYOtherRevenueAmt
PY Total Revenue$73,950,998PYTotalRevenueAmt
CY Total Revenue$78,731,987CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$69,508,868PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$72,533,558CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$26,141PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$35,805CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$6,563,052PYOtherExpensesAmt
CY Other Expenses$6,968,328CYOtherExpensesAmt
PY Total Expenses$76,098,061PYTotalExpensesAmt
CY Total Expenses$79,537,691CYTotalExpensesAmt
PY Revenues Less Expenses-$2,147,063PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$805,704CYRevenuesLessExpensesAmt
Total Assets BOY$61,334,297TotalAssetsBOYAmt
Total Assets EOY$61,473,525TotalAssetsEOYAmt
Total Liabilities BOY$33,048,771TotalLiabilitiesBOYAmt
Total Liabilities EOY$35,536,404TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$28,285,526NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$25,937,121NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTSMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTSDesc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee168EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEFFERY OWENBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2062824100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111724 NE 195TH STREET SUITE 300AddressLine1Txt
CityBOTHELLCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98011ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JEFFERY J OWEN
CHAIRMAN1.00Yes (X)Yes (X)$0$0$0
ED KOMMERS
SECRETARY1.00Yes (X)Yes (X)$0$0$0
JOEL CRABTREE
TRUSTEE1.00Yes (X)$0$0$0
MICHAEL KUNKEL
TRUSTEE1.00Yes (X)$0$0$0
PAT DAMITIO
TRUSTEE1.00Yes (X)$0$0$0
RORY OLSON
TRUSTEE1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
VERA WHOLE HEALTH
4540 SAND POINT WAY NESEATTLEWA98015CLINIC START UP$2,166,532
ZENITH AMERICAN SOLUTIONS INC
11724 NORTHEAST 195TH STREETBOTHELLWA98011THIRD PARTY ADMIN$1,499,653
KAISER FOUNDATION HEALTH PLAN OF WA
601 UNION STREET SUITE 3100SEATTLEWA98101CLAIMS ADMINISTRATION$1,430,179
AETNA
600 UNIVERSITY STREET SUITE 920SEATTLEWA98101PPO NETWORK$666,338
DELTA DENTAL OF WASHINGTON
PO BOX 75983SEATTLEWA98175CLAIMS ADMINISTRATION$175,247
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS230000$49,670,605$49,670,605
EMPLOYEE CONTRIBUTIONS230000$28,036,297$28,036,297
FieldValueIRS element (for citing)
Total Program Service Revenue$77,706,902TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,089,552TotalRevenueColumnAmt
Exclusion$1,089,552ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$25,825,436SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$25,906,801SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$81,365SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$81,365TotalRevenueColumnAmt
Exclusion-$81,365ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescLIQUIDATED DAMAGESDesc
Business900099BusinessCd
Total Revenue Column$16,898TotalRevenueColumnAmt
Related Or Exempt Func Income$16,898RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$16,898OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$78,731,987TotalRevenueColumnAmt
Related Or Exempt Func Income$77,723,800RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,008,187ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$72,533,558TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$35,805TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$5,317,741TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$84,028TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$55,176TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$57,283TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,041,038TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$140,611TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$10,870TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$159,768TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$20,987TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescEMPLOYEE ASSISTANCE PRODesc
Total$80,826TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$79,537,691TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$20,384,608BOYAmt
EOY$16,874,331EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,868,866BOYAmt
EOY$9,814,126EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$39,259BOYAmt
EOY$23,045EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$29,439,272BOYAmt
EOY$30,794,507EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$3,602,292BOYAmt
EOY$3,967,516EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$61,334,297BOYAmt
EOY$61,473,525EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$153,422BOYAmt
EOY$747,391EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$32,895,349BOYAmt
EOY$34,789,013EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$33,048,771BOYAmt
EOY$35,536,404EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$28,285,526BOYAmt
EOY$25,937,121EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$28,285,526BOYAmt
EOY$25,937,121EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$61,334,297BOYAmt
EOY$61,473,525EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$805,704ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$987,173NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$2,529,874OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescMORTGAGE/ASSET-BACKED SECURITIESDesc
Book Value$3,967,516BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$3,967,516TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
AMOUNTS DUE INSURANCE COMPANIES$122,089
AETNA CLAIMS PAYABLE$1,892,743
CLAIMS INCURRED BUT NOT REPORTED$7,820,000
ACCUMULATED ELIGIBILITY CREDITS$22,764,083
VACATION BENEFITS PAYABLE TO PARTICIPANTS$2,190,098
FieldValueIRS element (for citing)
Total Liability$34,789,013TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$79,661,877TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$987,173NetUnrealizedGainsInvstAmt
Revenue Not Reported$987,173RevenueNotReportedAmt
Revenue Subtotal$78,674,704RevenueSubtotalAmt
Investment Expenses Not Incld$57,283InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$57,283RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$78,731,987TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$80,116,618TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$80,116,618ExpensesSubtotalAmt
Investment Expenses Not Incld2$57,283InvestmentExpensesNotIncld2Amt
Other Expenses Not Included-$636,210OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt-$578,927ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$79,537,691TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC) AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS). MANAGEMENT BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. 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 ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF JUNE 30, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 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:COST OF BENEFITS PAYABLE AT JUNE 30, 2023 12,024,930. COST OF BENEFITS PAYABLE AT JUNE 30, 2022 -12,661,140.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 TAX RETURN WAS PROVIDED TO THE CHAIRMAN AND SECRETARY FOR THEIR REVIEW BEFORE IT WAS FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE PLAN REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE APPLICABLE POLICIES.
FORM 990, PART VI, SECTION C, LINE 19THE PLAN DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PARTICIPANTS AND THE PUBLIC.
FORM 990, PART XI, LINE 9:CHANGE IN ACCUMULATED ELIGIBILITY CREDITS -2,529,874.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (36 entries)

Primary ActivitiesPrimaryActivitiesTxtControlled OrganizationControlledOrganizationInd
ALASKA PIPE TRADES ASSOC
CONTRIBUTING EMPLOYER0
ARIZONA PIPE TRADES
CONTRIBUTING EMPLOYER0
COLORADO PIPE TRADES IND TRUST
CONTRIBUTING EMPLOYER0
INDIANA PIPE TRADES DC PENSION
CONTRIBUTING EMPLOYER0
LOCAL 118 HEALTH & WELFARE FND
CONTRIBUTING EMPLOYER0
LOCAL 118 WISCONSIN PIPE TRADE
CONTRIBUTING EMPLOYER0
LOCAL 189 PLUMBERS & PIPEFITTR
CONTRIBUTING EMPLOYER0
LOCAL 25 PLUMBERS & PIPEFITTER
CONTRIBUTING EMPLOYER0
LOCAL 290 PLUMBERS & PIPEFITTR
CONTRIBUTING EMPLOYER0
LOCAL 322 PLUMBERS & PIPEFITTR
CONTRIBUTING EMPLOYER0
LOCAL 367 AK PIPE TRADES H&W
CONTRIBUTING EMPLOYER0
LOCAL 41 PIPE TRADES TRUST
CONTRIBUTING EMPLOYER0
LOCAL 447 PIPETRADES TRUST
CONTRIBUTING EMPLOYER0
LOCAL 524 PLUMBERS & FITTERS
CONTRIBUTING EMPLOYER0
LOCAL 562 PLUMBERS & PIPEFITTR
CONTRIBUTING EMPLOYER0
LOCAL 597 PLUMBERS & PIPEFITTR
CONTRIBUTING EMPLOYER0
LOCAL 648 IDAHO PIPE TRADES TR
CONTRIBUTING EMPLOYER0
LOCAL 72
CONTRIBUTING EMPLOYER0
LOCAL 798 PIPELINE INDUSTRY
CONTRIBUTING EMPLOYER0
LOCAL 803 CO NEBA INC
CONTRIBUTING EMPLOYER0
LU 598 PLUMBING & PIPEFITTING
CONTRIBUTING EMPLOYER0
MECHANICAL CONTRACTORS ASSOC
CONTRIBUTING EMPLOYER0
N ROCKY MTN PIPETRADES TRUST
CONTRIBUTING EMPLOYER0
NORTHERN CALIF PIPE TRADES
CONTRIBUTING EMPLOYER0
NORTHWEST P&P IND RECIP
CONTRIBUTING EMPLOYER0
OKLAHOMA STATE PIPE TRADES PEN
CONTRIBUTING EMPLOYER0
P & P LOCAL 421 OF CAROLINAS
CONTRIBUTING EMPLOYER0
PACIFIC COAST SHIPYARDS L 32
CONTRIBUTING EMPLOYER0
PLUMBERS & PIPEFITTERS LCL 572
CONTRIBUTING EMPLOYER0
PLUMBERS LOCAL 75 HEALTH FUND
CONTRIBUTING EMPLOYER0
PORT OF SEATTLE
CONTRIBUTING EMPLOYER0
SEATTLE AREA PLBG & PFTG JRN
CONTRIBUTING EMPLOYER0
SOUTHERN CALIFORNIA PIPE TRADE
CONTRIBUTING EMPLOYER0
TEXAS PIPE TRADES H&W FUND
CONTRIBUTING EMPLOYER0
U A LOCAL #32
CONTRIBUTING EMPLOYER0
WASHINGTON STATE ASSN OF UA
CONTRIBUTING EMPLOYER0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (44 entries)

Primary ActivitiesPrimaryActivitiesTxtDirect Controlling NADirectControllingNACdDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
ABOVE PLUMBING AND CONTRACTING
CONTRIBUTING EMPLOYERN/A00
AECON-WACHS
CONTRIBUTING EMPLOYERN/A00
ALLIANT SYSTEMS LLC
CONTRIBUTING EMPLOYERN/A00
ALLSTAR MECHANICAL USA LLC
CONTRIBUTING EMPLOYERN/A00
ALPINE WATER HEATERS
CONTRIBUTING EMPLOYERN/A00
BRATONIA MECHANICAL LLC
CONTRIBUTING EMPLOYERN/A00
CFMVR-TESCO
CONTRIBUTING EMPLOYERN/A00
CLIMATE PROS LLC
CONTRIBUTING EMPLOYERN/A00
DB SOLUTIONS LLC
CONTRIBUTING EMPLOYERN/A00
DIAMOND PLUMBING AND HEATING
CONTRIBUTING EMPLOYERN/A00
EAGLE HARBOR ASSOCIATES LLC
CONTRIBUTING EMPLOYERN/A00
ERICKSON REFRIGERATION LLC
CONTRIBUTING EMPLOYERN/A00
ERIK D PLUMBER LLC
CONTRIBUTING EMPLOYERN/A00
GILBERT PLUMBING
CONTRIBUTING EMPLOYERN/A00
GREAT NORTHERN PLUMBING SRVC
CONTRIBUTING EMPLOYERN/A00
GS MECHANICAL LLC
CONTRIBUTING EMPLOYERN/A00
HAGEN INDUSTRIAL REFRIGERATION
CONTRIBUTING EMPLOYERN/A00
HANGING H COMPANIES LLC
CONTRIBUTING EMPLOYERN/A00
HARRIS PACIFIC NW (DIAMOND B)
CONTRIBUTING EMPLOYERN/A00
HERMANSON COMPANY LLP
CONTRIBUTING EMPLOYERN/A00
HOLLOW LOG PLUMBING
CONTRIBUTING EMPLOYERN/A00
HUNTCO DIRECTIONAL DRILLING
CONTRIBUTING EMPLOYERN/A00
ICON-BIM LLC
CONTRIBUTING EMPLOYERN/A00
INFRASOURCE
CONTRIBUTING EMPLOYERN/A00
J H KELLY LLC
CONTRIBUTING EMPLOYERN/A00
LINDSAY-JOHNSON MECHANICAL
CONTRIBUTING EMPLOYERN/A00
LONGHORN ORGANICS LLC
CONTRIBUTING EMPLOYERN/A00
MOORE SCANNING AND CORING LLC
CONTRIBUTING EMPLOYERN/A00
NW UTILITY SERVICES LLC
CONTRIBUTING EMPLOYERN/A00
PSR
CONTRIBUTING EMPLOYERN/A00
RED LINE MECHANICAL
CONTRIBUTING EMPLOYERN/A00
REFRIGERATION UNLIMITED LLC
CONTRIBUTING EMPLOYERN/A00
RITTER PLUMBING AND MECHANICAL
CONTRIBUTING EMPLOYERN/A00
SCAN-R LLC
CONTRIBUTING EMPLOYERN/A00
SEA-TEMP LLC
CONTRIBUTING EMPLOYERN/A00
SEATTLE'S PLUMBER LLC
CONTRIBUTING EMPLOYERN/A00
SHORELINE CONCRETE SAWING LLC
CONTRIBUTING EMPLOYERN/A00
SJS MECHANICAL
CONTRIBUTING EMPLOYERN/A00
SUPREME PLUMBING LLC
CONTRIBUTING EMPLOYERN/A00
THE SUPPLE PLUMBER
CONTRIBUTING EMPLOYERN/A00
TOTAL PLUMBING SOLUTIONS NW
CONTRIBUTING EMPLOYERN/A00
VASHON PLUMBING SERVICES LLC
CONTRIBUTING EMPLOYERN/A00
VET FIRST CONSTRUCTORS
CONTRIBUTING EMPLOYERN/A00
VIKING PLUMBING AND ROOTER
CONTRIBUTING EMPLOYERN/A00

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (71 entries)

Primary ActivitiesPrimaryActivitiesTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
ACCO ENGINEERED SYSTEMS
CONTRIBUTING EMPLOYERN/A0
ADEPT MECHANICAL SERVICES INC
CONTRIBUTING EMPLOYERN/A0
ADVANCED PNEUMATIC TUBES INC
CONTRIBUTING EMPLOYERN/A0
AFFORDABLE PLUMBING SERVICES
CONTRIBUTING EMPLOYERN/A0
AMERICAN MECHANICAL CORP
CONTRIBUTING EMPLOYERN/A0
APOLLO SHEET METAL INC
CONTRIBUTING EMPLOYERN/A0
AUBURN MECHANICAL INC
CONTRIBUTING EMPLOYERN/A0
BETSCHART MECHANICAL INC
CONTRIBUTING EMPLOYERN/A0
BLYTHE PLUMBING & HEATING
CONTRIBUTING EMPLOYERN/A0
BMWC CONSTRUCTORS INC
CONTRIBUTING EMPLOYERN/A0
BROTHERS PIPELINE CORPORATION
CONTRIBUTING EMPLOYERN/A0
CARRIER BLDG SERVICES
CONTRIBUTING EMPLOYERN/A0
CASCADE SAWING & DRILLING INC
CONTRIBUTING EMPLOYERN/A0
COLD AIR REFRIGERATION
CONTRIBUTING EMPLOYERN/A0
COVINGTON PLUMBING INC
CONTRIBUTING EMPLOYERN/A0
DAIKIN APPLIED AMERICAS
CONTRIBUTING EMPLOYERN/A0
DM KELLY MECHANICAL INC
CONTRIBUTING EMPLOYERN/A0
ENVIROMECH
CONTRIBUTING EMPLOYERN/A0
FLATIRON WEST INC
CONTRIBUTING EMPLOYERN/A0
GENERAL MECHANICAL INC
CONTRIBUTING EMPLOYERN/A0
GEOTILITY CORP
CONTRIBUTING EMPLOYERN/A0
HAWK MECHANICAL CONTRACTR INC
CONTRIBUTING EMPLOYERN/A0
HOLADAY-PARKS INC
CONTRIBUTING EMPLOYERN/A0
HOLMBERG MECHANICAL
CONTRIBUTING EMPLOYERN/A0
HONEYWELL INC
CONTRIBUTING EMPLOYERN/A0
HOOVER COMM REFRIGERATION INC
CONTRIBUTING EMPLOYERN/A0
INTEGRATED SYSTEMS CONTROLS
CONTRIBUTING EMPLOYERN/A0
J R MERIT INC
CONTRIBUTING EMPLOYERN/A0
JOHNSON CONTROLS
CONTRIBUTING EMPLOYERN/A0
JOHNSON CONTROLS INC
CONTRIBUTING EMPLOYERN/A0
JTS PLUMBING AND MECHANICAL
CONTRIBUTING EMPLOYERN/A0
KEY MECHANICAL CO OF WA
CONTRIBUTING EMPLOYERN/A0
LILJA CORP
CONTRIBUTING EMPLOYERN/A0
MACDONALD-MILLER FACILITY SOL
CONTRIBUTING EMPLOYERN/A0
MACKIN & LITTLE INC
CONTRIBUTING EMPLOYERN/A0
MADDEN MECHANICAL INC
CONTRIBUTING EMPLOYERN/A0
MAPLE VALLEY PLBG & PIPEWORKS
CONTRIBUTING EMPLOYERN/A0
MCKINSTRY CO INC
CONTRIBUTING EMPLOYERN/A0
MESA ENERGY SYSTEMS INC
CONTRIBUTING EMPLOYERN/A0
MICHELS UTILITY SERVICES INC
CONTRIBUTING EMPLOYERN/A0
MORGAN MECHANICAL
CONTRIBUTING EMPLOYERN/A0
OCEAN PARK MECHANICAL INC
CONTRIBUTING EMPLOYERN/A0
OGBORN PLUMBING INC
CONTRIBUTING EMPLOYERN/A0
PEASE PIPING INC
CONTRIBUTING EMPLOYERN/A0
PERMACOLD ENGINEERING INC
CONTRIBUTING EMPLOYERN/A0
PINCHIFF MECHANICAL LLC
CONTRIBUTING EMPLOYERN/A0
PRECISION MECHANICAL
CONTRIBUTING EMPLOYERN/A0
PROFESSIONAL PIPING INC
CONTRIBUTING EMPLOYERN/A0
PSF MECHANICAL
CONTRIBUTING EMPLOYERN/A0
SEAKING CO BLDG&CONSTR TRADES
CONTRIBUTING EMPLOYERN/A0
SEATTLE CONCRETE CORE DRILLING
CONTRIBUTING EMPLOYERN/A0
SHINN MECHANICAL INC
CONTRIBUTING EMPLOYERN/A0
SIEMENS BUILDING TECH
CONTRIBUTING EMPLOYERN/A0
SNELSON COMPANIES INC
CONTRIBUTING EMPLOYERN/A0
SNO VALLEY PROCESS SOLUTIONS
CONTRIBUTING EMPLOYERN/A0
SOUND SPECIALIZED SERVICES INC
CONTRIBUTING EMPLOYERN/A0
SOUTHLAND INDUSTRIES (TCM)
CONTRIBUTING EMPLOYERN/A0
SPEER TAPS INC
CONTRIBUTING EMPLOYERN/A0
STATE MECHANICAL CO
CONTRIBUTING EMPLOYERN/A0
STIRRETT JOHNSEN INC
CONTRIBUTING EMPLOYERN/A0
SUNBELT CONTROLS
CONTRIBUTING EMPLOYERN/A0
TRANE COMPANY
CONTRIBUTING EMPLOYERN/A0
TRI MECHANICAL INC
CONTRIBUTING EMPLOYERN/A0
TROTTER & MORTON FACILITY SRV
CONTRIBUTING EMPLOYERN/A0
TRS MECHANICAL INC
CONTRIBUTING EMPLOYERN/A0
UNION SQUARE TENANT SERVICES
CONTRIBUTING EMPLOYERN/A0
UNIVERSITY MECHANICAL
CONTRIBUTING EMPLOYERN/A0
VITAL MECHANICAL INC
CONTRIBUTING EMPLOYERN/A0
WEST COAST MECHANICAL
CONTRIBUTING EMPLOYERN/A0
WESTERN MECHANICAL & CONTROLS
CONTRIBUTING EMPLOYERN/A0
WILLIAMS MECHANICAL INC
CONTRIBUTING EMPLOYERN/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd