2023-05-15T13:02:30-05:00 2022-06-30 208149084 ANASTASI MOORE & MARTIN PLLC 9 S WASHINGTON ST STE 600 SPOKANE WA 99201 990 2021-07-01 910838639 SEATTLE AREA PLUMBING AND PIPEFITTING INDUSTRY HEALTH TRUST SEAT 2062824100 11724 NE 195TH STREET 300 BOTHELL WA 980118242 JEFFREY J OWEN CHAIRMAN 2062824100 2023-05-15 1 JEFFREY OWEN 999009999 PAUL ANASTASI CPA P00395796 5093230272 2023-05-15 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z 11724 NE 195TH STREET 300 BOTHELL WA 980118242 98400451 0 X N/A X 1968 WA TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS 6 6 214 0 0 0 0 0 71507494 72376510 1423786 1563586 30569 10902 72961849 73950998 0 0 66552798 69508868 57894 26141 0 0 0 6417394 6563052 73028086 76098061 -66237 -2147063 65745423 61334297 28469971 33048771 37275452 28285526 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS 0 0 0 0 0 0 0 0 0 0 1 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 0 0 214 1 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X JEFFERY OWEN 2062824100 11724 NE 195TH STREET BOTHELL WA 98011 X JEFFERY J OWEN CHAIRMAN 1.00 X X 0 0 0 ED KOMMERS SECRETARY 1.00 X X 0 0 0 JERRY BUSH TRUSTEE (OUTGOING) 1.00 X 0 0 0 MARK WEBSTER TRUSTEE (OUTGOING) 1.00 X 0 0 0 JOEL CRABTREE TRUSTEE 1.00 X 0 0 0 MICHAEL KUNKEL TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 VERA WHOLE HEALTH 4540 SAND POINT WAY NE SEATTLE WA 98015 CLINIC START UP 2520288 KAISER FOUNDATION HEALTH PLAN OF WA 601 UNION STREET SUITE 3100 SEATTLE WA 98101 CLAIMS ADMINISTRATION 1443601 ZENITH AMERICAN SOLUTIONS INC 11724 NORTHEAST 195TH STREET BOTHELL WA 98011 THIRD PARTY ADMIN 1382528 AETNA 600 UNIVERSITY STREET SUITE 920 SEATTLE WA 98101 PPO NETWORK 654818 DELTA DENTAL OF WASHINGTON PO BOX 75983 SEATTLE WA 98175 CLAIMS ADMINISTRATION 168332 6 EMPLOYER CONTRIBUTIONS 230000 45136985 45136985 EMPLOYEE CONTRIBUTIONS 230000 27239525 27239525 72376510 1121819 1121819 24891220 24449453 441767 441767 441767 LIQUIDATED DAMAGES 900099 10902 10902 10902 73950998 72387412 0 1563586 69508868 26141 5173359 88263 65177 72659 945809 113679 9695 15738 EMPLOYEE ASSISTANCE PRO 78673 76098061 20205422 20384608 9483156 7868866 6695 39259 32161289 29439272 3888861 3602292 65745423 61334297 463280 153422 28006691 32895349 28469971 33048771 X 0 0 0 0 37275452 28285526 37275452 28285526 65745423 61334297 X -2147063 -4245244 -2597619 X 0 1 X 0 0 0 MORTGAGE/ASSET-BACKED SECURITIES 3602292 F 3602292 AMOUNTS DUE INSURANCE COMPANIES 200153 AETNA CLAIMS PAYABLE 1835642 CLAIMS INCURRED BUT NOT REPORTED 8606000 ACCUMULATED ELIGIBILITY CREDITS 20234209 VACATION BENEFITS PAYABLE TO PARTICIPANTS 2019345 32895349 X 69633095 -4245244 -4245244 73878339 72659 72659 73950998 73734363 0 73734363 72659 2291039 2363698 76098061 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, 2022 AND 2021, 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, 2022 12,661,140. COST OF BENEFITS PAYABLE AT JUNE 30, 2021 -10,370,101. FORM 990, PART VI, SECTION B, LINE 11B THE 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 12C THE PLAN REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE APPLICABLE POLICIES. FORM 990, PART VI, SECTION C, LINE 19 THE 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 -2,597,619. 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