2025-05-07T07:23:22-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2023-07-01 237158640 IBEW HEALTH AND WELFARE TRUST OF SOUTHWEST WASHINGTON HEALTH CARE IBEW 5095340600 1322 N POST ST SPOKANE WA 99201 TIMOTHY O'DONNELL TRUSTEE 5095340600 2025-05-05 1 0 TODD M STOKES CPA P01451940 4252506100 2025-05-05 2023 2025-03-06 01:10:19Z TIMOTHY O'DONNELL 1322 N POST ST SPOKANE WA 99201 16011926 0 X N/A X 1972 WA TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS PURSUANT TO COLLECTIVE BARGAINING AGREEMENTS. 8 0 11 9 0 0 0 0 12006524 12894401 757281 1060485 19814 36399 12783619 13991285 0 0 9173467 10958201 0 0 0 0 0 891916 845710 10065383 11803911 2718236 2187374 30340771 34595273 5466565 6540692 24874206 28054581 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS PERSUANT TO COLLECTIVE BARGAINING AGREEMENTS. 0 0 11803911 PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS, AND RETIREES. 11803911 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 6 0 1 11 1 0 0 0 0 0 0 0 0 X 8 0 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X REHN & ASSOCIATES 5095340600 1322 N POST STREET SPOKANE WA 99201 X X TIMOTHY K O'DONNELL SR CHAIRMAN 1.00 40.00 X X 0 0 0 PETE BUTLER START 723 SECRETARY 1.00 40.00 X X 0 0 0 CLINT BRYSON TRUSTEE 1.00 40.00 X 0 0 0 KEN JENNINGS TRUSTEE 1.00 40.00 X 0 0 0 JACK KNOTTINGHAM TRUSTEE 1.00 40.00 X 0 0 0 STEVE DOYLE TRUSTEE 1.00 40.00 X 0 0 0 TRAVIS SHARP TRUSTEE 1.00 40.00 X 0 0 0 UBIE STAGG TRUSTEE 1.00 40.00 X 0 0 0 NICOLE HITE END 723 TRUSTEE 1.00 0.00 X 0 0 0 0 0 0 0 0 0 0 AETNA 151 FARMINGTON AVE HARTFORD CT 06156 CLAIMS ADMINISTRATOR 267240 REHN & ASSOCIATES 1322 N POST ST SPOKANE WA 99201 THIRD-PARTY ADMINISTRATOR 200938 SEGAL 333 W 34TH ST STE 2 NEW YORK NY 10001 CONSULTING 104070 WITHUM SMITHBROWN PC 506 CARNEGIE CENTER STE 400 PRINCETON NJ 08540 PAYROLL AUDITOR 103332 4 EMPLOYER CONTRIBUTIONS 900099 11451797 11451797 STOP-LOSS RECOVERIES 900099 740691 740691 PARTICIPANT CONTRIBUTIONS 900099 543307 543307 PRESCRIPTION REBATES 900099 158606 158606 12894401 1060485 1060485 2020641 2020641 0 OTHER INCOME 900099 36399 36399 36399 13991285 12930800 0 1060485 X 10958201 189128 49274 80052 31958 424909 42334 6890 12994 PCORI TAX 7848 COST-CONTAINMENT SERVIC 323 11803911 5277052 5286517 1497525 1924059 120448 68013 23445746 27316684 30340771 34595273 336185 357554 5130380 6183138 5466565 6540692 X 0 0 0 0 24874206 28054581 24874206 28054581 30340771 34595273 2187374 993001 0 X X 0 1 X 1 0 0 ACCUMULATED ELIGIBILITY CREDITS 5022859 CLAIMS PAYABLE AND INCURRED BUT NOT REPORTED 1160279 6183138 X 14952328 993001 993001 13959327 31958 31958 13991285 10719195 0 10719195 31958 1052758 1084716 11803911 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 AND INCURRED BUT NOT REPORTED 163,792. CHANGE IN ACCUMULATED ELIGIBILITY CREDITS 888,966. FORM 990, PART VI, SECTION A, LINE 3 THE PLAN HAS CONTRACTED WITH REHN & ASSOCIATES TO PROVIDE DAY-TO-DAY ADMINISTRATIVE SERVICES TO THE PLAN. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES THAT ACT ON BEHALF OF THE GOVERNING BODY. 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 THE CONFLICT OF INTEREST POLICY COVERS TRUSTEES (THE GOVERNING BODY). ALL FIDUCIARIES MUST REPORT CONFLICT OF INTEREST VIOLATIONS OR SUSPECTED VIOLATIONS TO THE TRUST ADMINISTRATOR AND/OR THE TRUST LEGAL COUNSEL. IF AND WHEN A POTENTIAL CONFLICT OF INTEREST IS DISCLOSED, THE BOARD OF TRUSTEES WILL INVOLVE THE TRUST'S ATTORNEY TO EVALUATE IF THE MATTER WOULD LIKELY PREVENT AN UNBIASED OR OBJECTIVE DECISION BY A TRUSTEE, AND APPROPRIATE DISCIPLINARY OR CORRECTIVE ACTION WILL BE TAKEN. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. 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 IX, LINE 4 THE PLAN PROVIDES TAXABLE TIME LOSS BENEFITS TO ELIGIBLE PARTICIPANTS AND REPORTS THOSE BENEFITS ON FORM W-2. THESE BENEFITS ARE INCLUDED ON FORM 990, PART IX, LINE 4. FORM 990, PART XII, LINES 2B & 2C: THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED. IBEW LOCAL 76 3049 SOUTH 36TH STREET TACOMA WA 98409 910268091 LABOR UNION WA 501(C)(5) N/A N/A 0 RETIREMENT PLAN OF THE IBEW LOCAL 76 1322 N POST ST SPOKANE WA 99201 916243526 RETIREMENT WA 501(A) N/A N/A 0 SOUTHWEST WASHINGTON ELECTRICAL JATC 3001 SOUTH 36TH STREET TACOMA WA 98409 916087265 TRAINING WA 501(C)(3) 2 N/A 0 NECA SOUTHWEST WASHINGTON CHAPTER 3815 100TH ST SW LAKEWOOD WA 98499 910670392 VEBA SPONSOR WA 501(C)(5) N/A N/A 0 LOCAL 76 IBEW-NECA MARKETING TRUST FUND 3815 100TH ST SW LAKEWOOD WA 98499 911549421 IMPROVE LABOR WA 501(C)(5) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTI-EMPLOYER TRUST THAT PROVIDES HEALTH BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF JUNE 30, 2024, THERE ARE APPROXIMATELY 122 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. ACCURATE ELECTRIC UNLIMITED, INC AFFORDABLE ELECTRIC INC ALLIED ELECTRIC SERVICE, INC AMAYA ELECTRIC ARTISAN ELECTRIC ASHFORD ELECTRIC AULT ELECTRIC SERVICIES, LLC BARIN GROUP, LLC BES ELECTRICAL SERVICES, LLC BETSCHART ELECTRIC COMPANY, INC BLUECORE POWER, LLC BOYER ELECTRIC COMPANY, INC. 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