2023-11-15T21:28:03-06:00 2022-12-31 208149084 ANASTASI MOORE & MARTIN PLLC 9 S WASHINGTON ST STE 600 SPOKANE WA 99201 990 2022-01-01 926003453 ALASKA UFCW HEALTH & WELFARE TRUST ALAS 2064417574 PO BOX 34203 SEATTLE WA 98124 BRENT BOHN SECRETARY 9072581496 2023-11-15 1 BRENT BOHN 999009999 1 PAUL ANASTASI CPA P00395796 5093230272 2023-11-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z GAITHER MARTIN 501 W NORTHERN LIGHTS BLVD SUITE 200 ANCHORAGE AK 99503 44468912 0 X N/A X 1965 AK TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. 6 2 0 0 0 0 0 0 25104788 23772328 255775 299949 149808 212342 25510371 24284619 0 0 19814123 24116510 0 0 0 0 0 1850452 1841167 21664575 25957677 3845796 -1673058 22967086 22138794 6778685 9044469 16188401 13094325 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 25957677 PROVIDE HEALTH AND WELFARE BENEFITS FOR UNION MEMBERS 25957677 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 228 0 1 0 0 0 0 0 0 0 0 0 X 6 2 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 X WELFARE & PENSION ADMINISTRATION SERVICE INC 2064417574 P O BOX 34203 SEATTLE WA 98124 SILVANA TIRBAN CHAIRMAN 1.00 40.00 X X 0 76171 40000 FRANK MUTCHIE UNION TRUSTEE 1.00 40.00 X X 0 99565 40000 DAN CLAY UNION TRUSTEE 1.00 40.00 X 0 213934 19000 BRENT BOHN SECRETARY 1.00 40.00 X X 0 0 0 SCOTT POWERS EMPLOYER TRUSTEE 1.00 40.00 X 0 0 0 SEAN HAMMOND EMPLOYER TRUSTEE 1.00 40.00 X 0 0 0 0 389670 99000 0 0 1 0 LABOR TRUST SERVICES INC 375 W 36TH AVE STE 200 ANCHORAGE AK 99503 CONTRACT ADMINISTRATION 698659 AETNA INC 151 FARMINGTON AVE HARTFORD CT 06156 PPO NETWORK 290664 BEACON OHSS INC 701 E TUDOR RD ANCHORAGE AK 99503 LABORATORY SERVICES 282913 RAEL & LETSON 601 UNION ST STE 2415 SEATTLE WA 98101 CONSULTING SERVICES 121252 4 EMPLOYER CONTRIBUTIONS 900099 21762761 21762761 EMPLOYEE CONTRIBUTIONS 900099 2009567 2009567 23772328 296736 296736 20187506 20184293 3213 3213 3213 FORMULARY REBATES 900099 211998 211998 REFUNDED PROCESSING FEES 900099 344 344 212342 24284619 23987883 0 296736 24116510 24116510 847681 847681 24810 24810 35392 35392 18598 18598 832703 832703 47296 47296 14019 14019 CONFERENCES, CONVENTION 7743 7743 TRAVEL (REIMBURSED) 7049 7049 PCORI TAX 5876 5876 25957677 25957677 0 0 68154 143330 3237564 3176890 2766864 3075781 2753 10039 14992354 13942178 1899397 1790576 22967086 22138794 103694 360156 6674991 8684313 6778685 9044469 X 0 0 0 0 16188401 13094325 16188401 13094325 22967086 22138794 -1673058 -1421018 0 X 0 1 X 0 0 0 103-12 INVESTMENT ENTITY 1790576 C 1790576 BENEFIT OBLIGATIONS 8684313 8684313 X 22845003 -1421018 -1421018 24266021 18598 18598 24284619 23929757 0 23929757 18598 2009322 2027920 25957677 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS QUALIFIED PURSUANT TO THE APPROPRIATE SECTION OF THE INTERNAL REVENUE CODE (IRC), AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE PLAN HAS OBTAINED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) BUT HAS SINCE BEEN AMENDED. HOWEVER, THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THEREFORE, THEY BELIEVE THAT THE PLAN IS QUALIFIED AND THE RELATED TRUST IS TAX-EXEMPT AS OF THE FINANCIAL-STATEMENT DATES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. 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 DECEMBER 31, 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF THE LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 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 PREMIUMS DUE TO INSURERS -114,386. CHANGE IN ESTIMATED CLAIMS INCURRED BUT NOT REPORTED 291,136. CHANGE IN HRA LIABILITY -72,428. ESTIMATED BENEFITS PAYABLE 1,905,000. 0 0 0 DAN CLAY UNION TRUSTEE 0 213934 0 0 0 0 0 8000 0 11000 0 232934 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE BOARD OF TRUSTEES HAS HIRED A PROFESSIONAL THIRD PARTY ADMINISTRATOR TO HANDLE THE DAY TO DAY ACTIVITIES OF THE TRUST. THE BOARD OF TRUSTEES RETAINED ULTIMATE RESPONSIBILITY FOR THE ACTIVITIES OF THE TRUST. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED AND APPROVED BY THE SIGNING TRUSTEE AND THIRD-PARTY ADMINISTRATOR BEFORE FILING. FORM 990, PART VI, SECTION C, LINE 19 PARTICIPANTS IN THE PLAN CAN OBTAIN THESE DOCUMENTS UPON REQUEST THROUGH THE PLAN'S THIRD PARTY ADMINISTRATOR. ALASKA UNITED FOOD & COMMERCIAL WORKERS PENSION FUND PO BOX 34203 SEATTLE WA 981241203 916123694 MULTIEMPLOYER PENSION TRUST WA 501(C)(5) 0 AMERICAN FEDERATION OF LABOR AND CONGRESS OF INDUSTRIAL ORGANIZATIONS - ALA CONTRIBUTING EMPLOYER 0 IRONWORKERS UNION LOCAL 751 CONTRIBUTING EMPLOYER 0 PLUMBERS & STEAM FITTERS LOCAL UNION 262 CONTRIBUTING EMPLOYER 0 SHEET METAL WORKERS UNION CONTRIBUTING EMPLOYER 0 UNITED FOOD AND COMMERCIAL WORKERS UNION LOCAL NO 1496 CONTRIBUTING EMPLOYER 0 PLUMBERS & STEAM FITTERS LOCAL UNION 367 CONTRIBUTING EMPLOYER 0 FIREFIGHTERS UNION CONTRIBUTING EMPLOYER 0 FAIRBANKS DISTRIBUTOR CONTRIBUTING EMPLOYER N/A 0 HAMMER & WIKAN INCORPORATED CONTRIBUTING EMPLOYER N/A 0 LABOR TRUST SERVICES INC CONTRIBUTING EMPLOYER N/A 0 SAFEWAY STORES INC CONTRIBUTING EMPLOYER N/A 0 MARKET BASKET INC CONTRIBUTING EMPLOYER N/A 0 TATSUDA'S SUPERMARKET INC CONTRIBUTING EMPLOYER N/A 0 TONGASS TRADING COMPANY CONTRIBUTING EMPLOYER N/A 0 THE TRADING UNION INC CONTRIBUTING EMPLOYER N/A 0 BEHRENDS MECHANICAL INC CONTRIBUTING EMPLOYER N/A 0 GAVORA INC CONTRIBUTING EMPLOYER N/A 0 FRED MEYER STORES CONTRIBUTING EMPLOYER N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1