2025-01-14T13:59:28-05:00 2024-03-31 MILLER KAPLAN ARASE LLP 2101 4TH AVE STE 1830 SEATTLE WA 981212345 990 2023-04-01 916058475 SOUND HEALTH & WELLNESS TRUST % SHANNON WILLIAMS SOUN 2062824100 11724 NE 195TH ST STE 300 BOTHELL WA 98011 SCOTT KLITZKE POWERS CHAIRMAN 2062824100 2024-12-30 true true Catalina Kirby P02018896 2065963930 2023 2024-10-15 13:58:12Z SCOTT KLITZKE POWERS 11724 NE 195TH ST STE 300 BOTHELL WA 98011 367533647 false X WWW.SOUNDHEALTHWELLNESS.COM X 1957 WA TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 11 0 0 0 0 0 0 0 289721508 289887274 3893048 6137817 311055 0 293925611 296025091 0 0 293764241 304912194 0 0 0 0 0 6194361 6587231 299958602 311499425 -6032991 -15474334 179024146 166213396 87345357 88929315 91678789 77284081 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. false false TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. false false false false false false false false false false false false false true true true false false false false false false false false false false false false false false false false false false false false false false false false true false false true X 0 0 false 0 false false false false false false false false X 11 0 false true false false false false false true true false false true true true true true true false false false X SHANNON WILLIAMS 2062824100 11724 NE 195TH ST STE 300 BOTHELL WA 98011 X SCOTT KLITZKE POWERS TRUSTEE/CHAIRMAN 1.0 0.0 X 0 0 0 BRENT BOHN TRUSTEE 1.0 0.0 X 0 0 0 FAYE GUENTHER TRUSTEE 1.0 0.0 X 0 0 0 JOE MIZRAHI TRUSTEE/SECRETARY 1.0 0.0 X 0 0 0 YVONNE PETERS TRUSTEE 1.0 0.0 X 0 0 0 SEAN HAMMOND TRUSTEE 1.0 0.0 X 0 0 0 SARAH CHERIN TRUSTEE 1.0 0.0 X 0 0 0 SHARON CARROLL TRUSTEE 1.0 0.0 X 0 0 0 SEAN EMBLY TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL HINES TRUSTEE 0.0 1.0 X 0 0 0 ERIC RENNER trustee 1.0 0.0 X 0 0 0 KENDRA VALDEZ trustee 1.0 0.0 X 0 0 0 0 0 0 0 false false false KAISER FOUNDATION HEALTH PLAN OF WA 320 WESTLAKE AVE N STE 100 SEATTLE WA 98109 HMO ADMINISTRATION 17469696 ZENITH AMERICAN SOLUTIONS INC 11724 NE 195TH ST STE 300 BOTHELL WA 98011 ADMINISTRATION 5518490 AETNA 600 UNIVERSITY ST STE 920 SEATLLE WA 98101 ADMINISTRATION 3773987 WASHINGTON DENTAL SERVICE 9706 4TH AVE NE SEATTLE WA 98115 DENTAL ADMIN 1333427 GUARDIAN NURSES HEALTHCARE ADVOCATE PO BOX 224 FLOURTOWN PA 19031 ADMINISTRATION 1431207 5 0 EMPLOYER CONTRIBUTIONS 900099 275655337 275655337 0 0 PARTICIPANT CONTRIBUTIONS 900099 14231937 14231937 0 0 289887274 5225687 0 0 5225687 0 0 0 0 0 72420686 71508556 912130 912130 0 0 912130 0 0 0 0 0 0 0 0 0 0 296025091 289887274 0 6137817 0 0 0 304912194 0 0 0 0 0 0 2735731 761329 160998 0 0 89716 1155343 0 1167811 114750 0 0 0 0 39684 0 0 0 113022 PCORI FEES 113561 MEMBERSHIP DUES 135286 311499425 0 0 28534836 20819177 0 0 27428739 28254295 0 0 0 0 0 0 0 0 219638 626076 0 0 122840933 116513848 0 0 0 0 0 0 0 0 179024146 166213396 345357 529315 0 0 0 0 0 0 0 0 0 0 0 0 0 0 87000000 88400000 87345357 88929315 X 0 0 0 0 91678789 77284081 91678789 77284081 179024146 166213396 -15474334 1079626 X X false true X true 0 BENEFIT OBLIGATIONS 88400000 88400000 X 297104717 1079626 1079626 296025091 296025091 310099425 310099425 1400000 1400000 311499425 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE TRUST AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE TRUST 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 BENEFIT OBLIGATIONS. PART V, LINE 1A: THE TRUST DOES NOT ISSUE FORMS 1099 DIRECTLY TO REPORTABLE SERVICE PROVIDERS. RATHER, THE CONTRACT ADMINISTRATOR USES THEIR EMPLOYER IDENTIFICATION NUMBER FOR THE FORMS 1099 ISSUED ON BEHALF OF THE TRUST. PART VI, SECTION A, LINE 3: THE ORGANIZATION HAS CONTRACTED WITH ZENITH AMERICAN SOLUTIONS, INC. TO PROVIDE DAY-TO-DAY ADMINISTRATIVE SERVICES TO THE ORGANIZATION. PART VI, SECTION B, LINE 11B: IN ADDITION TO PROVIDING A COMPLETE COPY OF THIS FORM 990 TO ALL OF THE TRUSTEES OF THE TRUST, THE FORM 990 IS REVIEWED BY THE EXECUTIVE COMMITTEE PRIOR TO FILING WITH THE IRS. PART VI, SECTION B, LINE 12C: THE CONFLICT-OF-INTEREST POLICY PERTAINS TO ALL TRUSTEES AND SERVICE PROVIDERS WHO CAN INFLUENCE THE ACTIONS OF THE TRUST. A CONFLICT OF INTEREST INCLUDES AN INTEREST, DIRECT OR INDIRECT, OF A TRUSTEE OR SERVICE PROVIDER TO A TRUST, WHICH MAY RESULT IN THE TRUSTEE OR SERVICE PROVIDER BENEFITING FINANCIALLY FROM A DECISION MADE IN RELATION TO HIS OR HER CAPACITY AS A TRUSTEE OR SERVICE PROVIDER TO THE TRUST. DISCLOSURES OF POSSIBLE CONFLICTS OF INTEREST ARE MADE TO EITHER THE SECRETARY OR THE CHAIRMAN OF THE TRUST. THE TRUSTEES DETERMINE IF A CONFLICT OF INTEREST EXISTS. THE DECISION OF THE TRUSTEES, IN RELATION TO A CONFLICT OF INTEREST, IS BINDING AND FINAL. PART VI, SECTION C, LINE 19: UPON REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. PART VII, SECTION A, LINE 1A: TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION REPORTED ON PART VII, SECTION A REPRESENTS COMPENSATION PAID TO THOSE TRUSTEES EMPLOYED BY A LABOR UNION, A RELATED TAX-EXEMPT ORGANIZATION. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE RELATED TAX-EXEMPT ORGANIZATIONS' FORM 990, FILED WITH THE INTERNAL REVENUE SERVICE. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE TRUST'S THIRD-PARTY ADMINISTRATOR, ZENITH AMERICAN SOLUTIONS, INC. PART XII, LINE 2C: THE BOARD OF TRUSTEES HAVE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED. SOUND RETIREMENT TRUST 11724 NE 195TH ST STE 300 BOTHELL WA 98011 916069306 TO PROVIDE PE WA 501(A) N/A NA false UFCW LOCAL UNION 367 6403 LAKEWOOD DR W TACOMA WA 98467 910383680 LOCAL UNION WA 501(c)(5) N/A NA false UFCW LOCAL UNION 1439 1719 N ATLANTIC ST SPOKANE WA 99205 910487097 LOCAL UNION WA 501(c)(5) N/A NA false UFCW LOCAL UNION 3000 5030 FIRST AVE S STE 200 SEATTLE WA 98134 203286319 LOCAL UNION WA 501(c)(5) N/A NA false GENERAL TEAMSTERS LOCAL UNION 38 2601 EVERETT AVE EVERETT WA 98201 910267959 LOCAL UNION WA 501(c)(5) N/A NA false ALLIED EMPLOYERS INC 4030 LAKE WASHINGTON BLVD NE KIRKLAND WA 98033 910698183 SPONSORING AS WA 501(c)(6) N/A NA false SEE PART VII-SUPPLEMENTAL INFO SEE PART VII - SUPPLEMENTAL INFORMATION false false false false false false false false false false false false false false false false false false false PARTS III AND IV - IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP, CORPORATION OR TRUST: THE ADMINISTRATIVE OFFICE DOES NOT MAINTAIN THIS INFORMATION FOR THE TRUST'S CONTRIBUTING EMPLOYERS. PLEASE CONTACT THE ADMINISTRATIVE OFFICE IF YOU HAVE ANY QUESTIONS.