2025-05-06T17:49:49-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 2875 MICHELLE DRIVE 300 IRVINE CA 92606 990 2023-07-01 916062784 INLAND EMPIRE ELECTRICAL WORKERS HEALTH AND WELFARE PLAN INLA 5095340600 1322 NORTH POST SPOKANE WA 99201 DAVID CHALLY TRUSTEE 5095340600 2025-04-16 1 0 LISA N RYSSEL CPA P00643670 7149781300 2023 2025-03-06 01:10:19Z DAVID CHALLY 1322 NORTH POST SPOKANE WA 99201 44975237 0 X N/A X 1965 WA HEALTH AND WELFARE BENEFITS 8 1 48 8 0 0 0 0 35623112 39285631 1185683 2453864 13496 39779 36822291 41779274 0 0 28345303 31210434 0 0 0 0 0 764317 801848 29109620 32012282 7712671 9766992 53907135 63891521 16881901 18555109 37025234 45336412 HEALTH AND WELFARE BENEFITS 0 0 INCOME USED TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN 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 35 0 1 48 1 0 0 0 0 0 0 0 0 X 8 1 0 1 0 0 0 1 0 1 1 0 0 1 0 0 0 1 0 0 X AW REHN & ASSOCIATES INC 5095340600 1322 N POST SPOKANE WA 99201 DAVID CHALLY CHAIRMAN 1.00 X X 0 0 0 TRAVIS SWAYZE SECRETARY 1.00 X X 0 0 0 KEN BROWN TRUSTEE 1.00 X 0 0 0 JAMES DANIELS TRUSTEE 1.00 X 0 0 0 MITCHELL MURPHY TRUSTEE 1.00 X 0 0 0 JAMES GLINES TRUSTEE 1.00 X 0 0 0 CHRISTIAN CHALLY TRUSTEE 1.00 X 0 0 0 TODD BRO TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 AETNA 151 FARMINGTON AVE HARTFORD CT 06156 CLAIMS PROCESSING 696597 AW REHN & ASSOCIATES 1322 N POST ST SPOKANE WA 99201 ADMINISTRATOR 462309 2 EMPLOYER CONTRIBUTION 525100 38592438 38592438 EMPLOYEE CONTRIBUTION 525100 693193 693193 39285631 1459040 1459040 4190787 3195963 994824 994824 994824 LIQUIDATED DAMAGES 525100 39779 39779 39779 41779274 39325410 0 2453864 31210434 404614 24900 55943 41183 82319 110805 31200 21739 19107 ACA FEES 8613 DUES 1425 32012282 3480124 3804416 158079 175543 50268932 59911562 53907135 63891521 860912 1131670 16020989 17423439 16881901 18555109 X 0 0 0 0 37025234 45336412 37025234 45336412 53907135 63891521 X 9766992 238636 -1694450 X X 0 1 X 1 0 0 INCURRED BUT NOT REPORTED CLAIMS 2882000 ACCUMULATED ELIGIBILITY CLAIMS 14541439 17423439 X 41976727 238636 238636 41738091 41183 41183 41779274 32252099 0 32252099 41183 -281000 -239817 32012282 PART X, LINE 2: THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2024 OR 2023 FOR UNRELATED BUSINESS TAXABLE INCOME.IN ADDITION, THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLANMANAGEMENT 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, AND THE PLAN COULD BE SUBJECT TO INCOME TAX IF CERTAIN ISSUES WERE FOUND BY THE IRS THAT COULD RESULT IN THE DISQUALIFICATION OF THE PLAN'S TAX-EXEMPT STATUS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN INCURRED BUT NOT REPORTED CLAIMS AND CLAIMS PAYABLE -281,000. FORM 990, PART VI, SECTION A, LINE 3 THE BOARD OF TRUSTEES HAS HIRED A PROFESSIONAL ADMINISTRATION COMPANY TO OPERATE THE TRUST ON A DAY TO DAY BASIS. THE BOARD OF TRUSTEES RETAINS ULTIMATE RESPONSIBILITY OF THE ACTIONS OF THE PROFESSIONAL ADMINISTRATORS ACTIONS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ARE PARTICIPATING EMPLOYERS AND THE SPONSORING UNION ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B BOARD OF TRUSTEES REVIEW AND APPROVE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 15A THE TRUSTEES ARE UNCOMPENSATED FOR THEIR SERVICE ON THE BOARD OF TRUSTEES. THE TRUSTEES ARE REIMBURSED FOR LOST COMPENSATION FROM THEIR EMPLOYER OR FOR LOST COMPENSABLE LEAVE UTILIZED, IF NOT PAID BY THE EMPLOYER, TO ATTEND TO TRUST BUSINESS, ATTEND TRUST MEETINGS, AND TO ATTEND TRUSTEE EDUCATIONAL TRAINING. THE TRUSTEES ARE ALSO REIMBURSED THE NECESSARY AND REASONABLE COSTS AND EXPENSES THAT THEY INCUR IN THEIR CAPACITY AS A TRUSTEE PURSUANT TO A WRITTEN TRUSTEE EXPENSE REIMBURSEMENT POLICY. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XI, LINE 9: ACCUMULATED ELIGIBILITY 6/30/23 12,846,989. ACCUMULATED ELIGIBILITY 6/30/24 -14,541,439. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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