2023-02-15T14:59:17-06:00 2022-03-31 MILLER KAPLAN ARASE LLP 600 STEWART ST STE 618 SEATTLE WA 981011261 990 2021-04-01 911950259 SOUND HEALTH & WELLNESS RETIREE TRUST % SHANNON WILLIAMS SOUN 2062824100 11724 NE 195TH ST STE 300 BOTHELL WA 98011 SCOTT KLITZKE POWERS CHAIRMAN 2062824100 2023-02-13 true SCOTT KLITZKE POWERS 999009999 Catalina Kirby P02018896 2065963930 2021 2023-03-07 01:45:13Z SCOTT KLITZKE POWERS 11724 NE 195TH ST STE 300 BOTHELL WA 98011 292388 false X www.soundhealthwellness.com X 1999 WA TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE RETIREES AND THEIR DEPENDENTS. 10 0 0 0 0 0 0 0 29118 27023 24607 9061 0 0 53725 36084 0 0 115930 98877 0 0 0 0 0 150314 140428 266244 239305 -212519 -203221 1950146 1674882 8818 7946 1941328 1666936 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE RETIREES AND THEIR DEPENDENTS. false false PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE RETIREES AND THEIR DEPENDENTS. false false false false false false false false false false false false false false 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 0 0 true 0 false false false false false false false false X 10 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 FRANK JORGENSEN TRUSTEE 1.0 0.0 X 0 0 0 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 JAMES CROWE TRUSTEE 1.0 0.0 X 0 0 0 EMILIA CONTRERAS TRUSTEE 1.0 0.0 X 0 0 0 0 0 0 0 false false false 0 0 EMPLOYER CONTRIBUTIONS 900099 27023 27023 0 0 27023 15365 0 0 15365 0 0 0 0 0 250000 256304 -6304 -6304 0 0 -6304 0 0 0 0 0 0 0 0 0 0 36084 27023 0 9061 0 0 0 98877 0 0 0 0 0 0 79050 28752 10900 0 0 2000 0 0 6133 0 0 0 0 0 0 0 0 0 13593 239305 26555 79418 0 0 0 0 2086 2194 0 0 0 0 0 0 0 0 7212 6451 0 0 1914293 1586819 0 0 0 0 0 0 0 0 1950146 1674882 8818 7946 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8818 7946 X 0 0 0 0 1941328 1666936 1941328 1666936 1950146 1674882 -203221 -71171 X false true X true 0 0 X -35087 -71171 -71171 36084 36084 239305 239305 239305 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN 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 PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART VI, SECTION A, LINE 3: THE TRUST HAS CONTRACTED WITH ZENITH AMERICAN SOLUTIONS, INC. TO PROVIDE ADMINISTRATIVE SERVICES FOR 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 DECISIONS MADE IN RELATION TO HIS OR HER CAPACITY AS A TRUSTEE OR SERVICE PROVIDER TO THE TRUST. DISCLOSURE OF POSSIBLE CONFLICTS OF INTEREST ARE MADE TO EITHER THE SECRETARY OR THE CHAIR 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 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 THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED. SOUND HEALTH & WELLNESS TRUST 11724 NE 195TH ST STE 300 BOTHELL WA 98001 916058475 ACTIVE EMPLOY WA 501(c)(9) N/A NA false SOUND RETIREMENT TRUST 11724 NE 195TH ST STE 300 BOTHELL WA 98011 916069306 RETIREMENT BE WA 501(A) N/A NA false UFCW LOCAL UNION 367 6403 LAKEWOOD DR TACOMA WA 98467 910383680 SPONSORING LO WA 501(C)(5) N/A NA false UFCW LOCAL UNION 1439 1719 N ATLANTIC ST SPOKANE WA 99205 910487097 SPONSORING LO WA 501(c)(5) N/A NA false UFCW LOCAL UNION 21 5030 FIRST AVE S STE 200 SEATTLE WA 98134 203286319 SPONSORING LO WA 501(C)(5) N/A NA false GENERAL TEAMSTERS LOCAL UNION 38 2601 EVERETT AVE EVERETT WA 98201 910267959 SPONSORING LO WA 501(c)(5) N/A NA false ALLIED EMPLOYERS INC 4030 LAKE WASHINGTON BLVD NE KIRKLAND WA 98033 910698183 SPONSORING AC 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 II, III AND IV - IDENTIFICATION OF RELATED TAX-EXEMPT 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.