2023-10-26T18:26:15-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2022-01-01 930864012 INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL HEALTH BENEFIT TRUST INLA 5032240048 5608 17TH AVE NW 131 SEATTLE WA 98107 LEE EGLAND CO-CHAIRMAN 5032240048 2023-10-26 1 LEE EGLAND 999009999 0 MICHAEL T MEAD CPA P01893207 4252506100 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LEE EGLAND 5608 17TH AVE NW 131 SEATTLE WA 98107 46999926 0 X OURBENEFITOFFICE.COM/IBU/BENEFITS/HEALTHCARE.ASPX X 1984 WA TO PROVIDE HEALTH AND WELFARE BENEFITS TO QUALIFIED PARTICIPANTS 10 0 39 10 0 0 0 0 29506929 32318985 2181831 1200375 22245 16008 31711005 33535368 0 0 24843048 32660808 0 0 0 0 0 1612594 1679400 26455642 34340208 5255363 -804840 51210144 49082416 11088943 15160543 40121201 33921873 TO PROVIDE HEALTH AND WELFARE BENEFITS TO QUALIFIED PARTICIPANTS. 0 0 DISBURSEMENTS NEEDED 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 1 637 0 1 39 1 0 0 0 0 0 0 0 0 X 10 0 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 X LEE CENTRONE 5032240048 5331 S MACADAM AVE 220 PORTLAND OR 97239 X X LEE EGLAND CO-CHAIR 0.50 X X 0 0 0 JAY UBELHART CO-CHAIR 0.50 X X 0 0 0 MICHAEL ANDERSON TRUSTEE 0.50 X 0 0 0 JOHN SKOW TRUSTEE 0.50 X 0 0 0 MATT HAINLEY TRUSTEE 0.50 X 0 0 0 BRIAN DODGE TRUSTEE 0.50 X 0 0 0 MIKE O'CONNOR TRUSTEE 0.50 X 0 0 0 PETER HART TRUSTEE 0.50 X 0 0 0 PATRICK MURPHY TRUSTEE 0.50 X 0 0 0 ROBERT ESTRADA TRUSTEE 0.50 X 0 0 0 0 0 0 0 0 0 0 BENESYS INC 5331 S MACADAM AVE 220 PORTLAND OR 97205 ADMINISTRATION 760324 PREMERA BLUE CROSS 7001 220TH ST SW BUILDING 1 MOUNTLAKE TERRACE WA 98043 CLAIMS ADMINISTRATION 357847 2 EMPLOYER CONTRIBUTIONS 900099 31946600 31946600 SELF PAY CONTRIBUTIONS 900099 372385 372385 32318985 1009078 1009078 13655855 13464558 191297 191297 191297 OTHER INCOME 900099 16008 16008 16008 33535368 32318985 0 1216383 32660808 1232365 20643 58408 127970 88179 59878 6510 29780 BANK FEES 55667 34340208 5058664 7229942 4591593 6075013 63306 69445 41496581 35689736 0 18280 51210144 49082416 542909 792146 10546034 14368397 11088943 15160543 X 0 0 0 0 40121201 33921873 40121201 33921873 51210144 49082416 -804840 -5394488 0 X X 0 1 X 1 0 0 CLAIMS PAYABLE AND INCURRED BUT NOT REPORTED 5556937 LAG MONTHS ELIGIBILITY COVERAGE 4771810 PARTICIPANTS INDIVIDUAL ACCOUNTS 3434917 PARTICIPANTS SUPPLEMENTAL ACCOUNTS 604733 14368397 X 28012910 -5394488 -5394488 33407398 127970 127970 33535368 29934988 0 29934988 127970 4277250 4405220 34340208 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN'S BOARD OF TRUSTEES 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 BENEFIT OBLIGATIONS 3,822,363. EXPENSES FROM HRA PLAN 454,887. FORM 990, PART VI, SECTION A, LINE 3 THE PLAN USES BENESYS, INC AS THE THIRD-PARTY ADMINISTRATOR, WHO OVERSEES ALL THE DAY TO DAY OPERATIONS. FORM 990, PART VI, SECTION A, LINE 8B THE GOVERNING BODY DID NOT DELEGATE AUTHORITY TO A COMMITTEE TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES REVIEWS A DRAFT OF THE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES ARE REQUIRED TO DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS CONCERNINGS ACTUAL OR PROBABLE CONFLICTS OF INTEREST TO THE BOARD. THE BOARD OF TRUSTEES REVIEW AND UPDATE THE POLICY AS NECESSARY. ANY NEW TRUSTEES ARE PROVIDED A COPY AS PART OF THEIR ORIENTATION REGARDING DUTIES AND RESPONSIBILITIES AS A TRUSTEE. FORM 990, PART VI, SECTION B, LINE 15 THE TRUST DOES NOT HAVE A COMPENSATED CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT OFFICIAL. THE TRUST DOES REGULARLY REVIEW THE COMPENSATION TO ITS SERVICE PROVIDERS DURING THEIR BOARD MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN DOCUMENT, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PARTICPANTS AND PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A, COLUMN (E): TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED TAX-EXEMPT ORGANIZATIONS IS REPORTED ON FORM 990 FILED WITH THE IRS BY RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE PLAN ADMINISTRATOR. FORM 990, PART XII LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED FROM PRIOR YEARS. INLANDBOATMEN'S UNION OF THE PACIFIC MARINE DIVISION OF ILWU 5215 BALLARD AVE NW SEATTLE WA 98107 237302174 501(C)(5) 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 DECEMBER 31, 2022, THERE ARE APPROXIMATELY 22 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. IB1032 - ALASKA NAUTICAL SVCS, LLC IB1150 - BLACK BALL TRANSPORT, INC IB6080 - BLUE AND GOLD FLEET IB1160 - BRIX MARITIME CORP (FOSS) IB1460 - BRUSCO TUG & BARGE INC IB1031 - CONNOLLY-PACIFIC CO IB1290 - CROWLEY MARINE SERVICES IB1090 - DUNLAP TOWING CO. IB1100 - FOSS MARITIME COMPANY IB1340 - GEORGIA PACIFIC IB6040 - GOLDEN GATE BRIDGE & HWY IB1180 - MANSON CONST & ENGINEERIN IB1200 - PROP SF LLC IB1270 - PUGET SOUND PILOTS IB1451 - RED & WHITE FLEET IB1273 - SADDLE MOUNTAIN, INC IB1300 - SAUSE BROS. INC IB1201 - STAX ENGINEERING IB1320 - TIDEWATER BARGE LINES IB1541 - WESTOIL MARINE SERVICES IB6070 - YOUNG BROTHERS