STRATEGY STUDIO / PUBLIC DATA EXPLORER

ALASKA PIPE TRADES-367 U A HEALTH & SECURITY TRUST: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ALASKA PIPE TRADES-367 U A HEALTH & SECURITY TRUST (EIN 92-0035263)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202343199349329099
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-15T18:57:56-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN208149084PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANASTASI MOORE & MARTIN PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19 S WASHINGTON ST STE 600AddressLine1Txt
CitySPOKANECityNm
State AbbreviationWAStateAbbreviationCd
ZIP99201ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN920035263EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALASKA PIPE TRADES UA LOCAL 367 HEALTHBusinessNameLine1Txt
Business Name Line2& WELLNESS TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlALASBusinessNameControlTxt
Phone2062163476PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111724 NE 195TH STREET 300AddressLine1Txt
CityBOTHELLCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98011ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAARON PLIKATPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone9075622810PhoneNum
Signature2023-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstAARONPersonFirstNm
Person LastPLIKATPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAUL ANASTASI CPAPreparerPersonNm
PTINP00395796PTIN
Phone5093230272PhoneNum
Preparation2023-11-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerAARON PLIKATPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1610 WEST 54TH AVENUEAddressLine1Txt
CityANCHORAGECityNm
State AbbreviationAKStateAbbreviationCd
ZIP99502ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$11,218,007GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1960FormationYr
Legal Domicile StateAKLegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH AND SECURITY BENEFITS TO QUALIFIED PARTICIPANTS OF THE PLAN.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent1VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$9,246,290PYProgramServiceRevenueAmt
CY Program Service Revenue$9,720,280CYProgramServiceRevenueAmt
PY Investment Income$417,917PYInvestmentIncomeAmt
CY Investment Income$249,857CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$9,664,207PYTotalRevenueAmt
CY Total Revenue$9,970,137CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$8,375,865PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$10,611,792CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$579,748PYOtherExpensesAmt
CY Other Expenses$587,744CYOtherExpensesAmt
PY Total Expenses$8,955,613PYTotalExpensesAmt
CY Total Expenses$11,199,536CYTotalExpensesAmt
PY Revenues Less Expenses$708,594PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,229,399CYRevenuesLessExpensesAmt
Total Assets BOY$18,949,881TotalAssetsBOYAmt
Total Assets EOY$15,487,653TotalAssetsEOYAmt
Total Liabilities BOY$3,639,953TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,978,546TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$15,309,928NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$11,509,107NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH AND SECURITY BENEFITS TO QUALIFIED PARTICIPANTS OF THE PLAN.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$11,199,536ExpenseAmt
DescTO PROVIDE HEALTH AND SECURITY BENEFITS TO QUALIFIED PARTICIPANTS OF THE PLAN.Desc
Total Program Service Expenses$11,199,536TotalProgramServiceExpensesAmt
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member1IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ZENITH AMERICAN SOLUTIONS INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2062163476PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111724 NORTHEAST 195TH STREETAddressLine1Txt
CityBOTHELLCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98011ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
AARON PLIKAT
CHAIRMAN1.0040.00Yes (X)Yes (X)$0$111,316$59,000
EVERETT COLLINS III
UNION TRUSTEE1.0040.00Yes (X)$0$101,467$59,000
PETE NOLFI
UNION TRUSTEE1.00Yes (X)$0$0$0
KEVIN CAREY
SECRETARY1.0040.00Yes (X)Yes (X)$0$0$0
BILL GOODALE
MANAGEMENT TRUSTEE1.0040.00Yes (X)$0$0$0
BRADLEY AUSTIN
UNION TRUSTEE1.0040.00Yes (X)$0$68,778$39,106
STEVE COX
MANAGEMENT TRUSTEE1.0040.00Yes (X)$0$0$0
BRIAN ULZ
MANAGEMENT TRUSTEE1.0040.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$281,561TotReportableCompRltdOrgAmt
Total Other Compensation$157,106TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ZENITH AMERICAN SOLUTIONS INC
11724 NORTHEAST 195TH STREET SUITEBOTHELLWA98011THIRD PARTY ADMINISTRATOR$191,880
AETNA INC
151 FARMINGTON AVENUEHARTFORDCT06156CLAIMS PROCESSING$112,300
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYERS CONTRIBUTIONS900099$9,647,600$9,647,600
SELF-PAY CONTRIBUTIONS900099$72,680$72,680
FieldValueIRS element (for citing)
Total Program Service Revenue$9,720,280TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$265,054TotalRevenueColumnAmt
Exclusion$265,054ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,232,673SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,247,870SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$15,197SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$15,197TotalRevenueColumnAmt
Related Or Exempt Func Income-$15,197RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,970,137TotalRevenueColumnAmt
Related Or Exempt Func Income$9,705,083RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$265,054ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$10,611,792TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$174,276TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$40,256TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$30,166TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$54,651TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$225,398TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$39,363TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$7,690TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$15,944TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$11,199,536TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,735,706BOYAmt
EOY$497,490EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,668,268BOYAmt
EOY$2,950,189EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,342,858BOYAmt
EOY$926,707EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$22,843BOYAmt
EOY$25,715EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$13,180,206BOYAmt
EOY$11,087,552EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$18,949,881BOYAmt
EOY$15,487,653EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$55,643BOYAmt
EOY$125,365EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$4,310BOYAmt
EOY$3,181EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,580,000BOYAmt
EOY$3,850,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,639,953BOYAmt
EOY$3,978,546EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$15,309,928BOYAmt
EOY$11,509,107EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,309,928BOYAmt
EOY$11,509,107EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$18,949,881BOYAmt
EOY$15,487,653EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$1,229,399ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,981,422NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$590,000OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
CLAIMS PAYABLE AND ESTIMATED CLAIMS INCURRED BUT NOT REPORTED$1,600,000
LIABILITY FOR ACCUMULATED ELIGIBILITY CREDITS$2,250,000
FieldValueIRS element (for citing)
Total Liability$3,850,000TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$7,934,064TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$1,981,422NetUnrealizedGainsInvstAmt
Revenue Not Reported-$1,981,422RevenueNotReportedAmt
Revenue Subtotal$9,915,486RevenueSubtotalAmt
Investment Expenses Not Incld$54,651InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$54,651RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$9,970,137TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$11,464,885TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$11,464,885ExpensesSubtotalAmt
Investment Expenses Not Incld2$54,651InvestmentExpensesNotIncld2Amt
Other Expenses Not Included-$320,000OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt-$265,349ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$11,199,536TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED OCTOBER 5, 1976, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC) BUT HAS SINCE BEEN AMENDED. THERE HAVE BEEN NO FEDERAL OR STATE INCOME TAXES RECORDED IN 2022 AND 2021 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND THE 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 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 CLAIMS PAYABLE AND ESTIMATED CLAIMS INCURRED BUT NOT REPORTED -320,000.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
AARON PLIKAT
CHAIRMAN$0$111,316$0$0$0$0$0$24,000$0$35,000$0$170,316$0$0
EVERETT COLLINS III
UNION TRUSTEE$0$101,467$0$0$0$0$0$24,000$0$35,000$0$160,467$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3THE DAY TO DAY OPERATIONS OF THE TRUST WERE PERFORMED BY A PROFESSIONAL MANAGEMENT COMPANY
FORM 990, PART VI, SECTION B, LINE 11BTHE 990 IS REVIEWED AND APPROVED BY THE SIGNING TRUSTEE AND THIRD-PARTY ADMINISTRATOR BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION MONITORS EXPENSES AND ACTIVITIES OF MEMBERS OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION C, LINE 19PLAN INFORMATION IS MADE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9:CHANGE IN LIABILITY FOR ACCUMULATED ELIGIBILITY CREDITS -590,000.
FORM 990, PART XII, LINE 2CAUDITED FINANCIALS ARE REVIEWED BY THE CLIENT MANAGER, AND TRUSTEES, AS WELL AS THE TRUST ACCOUNTING SUPERVISOR, MANAGER AND OR DIRECTOR. THE OVERSIGHT PROCESS AND SELECTION PROCESS DID NOT CHANGE DURING THE TAX YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (28 entries)

Primary ActivitiesPrimaryActivitiesTxtControlled OrganizationControlledOrganizationInd
367 JOINT APPRENTICE COMMITTEE
CONTRIBUTING EMPLOYER0
AZ PIPE TRADES-UA LOCAL 469 PL
CONTRIBUTING EMPLOYER0
FAIRBANKS P&P HLTH & WELFARE L
CONTRIBUTING EMPLOYER0
JACKSONVILLE PLUMBERS & PIPE L
CONTRIBUTING EMPLOYER0
LOCAL 262 RECIPROCITY IN
CONTRIBUTING EMPLOYER0
LOCAL 367 RECIPROCITY IN
CONTRIBUTING EMPLOYER0
LOCAL 455 HEALTH & WELFARE
CONTRIBUTING EMPLOYER0
LOCAL 553
CONTRIBUTING EMPLOYER0
MONROE PLUMBERS & PIPEFITTERS
CONTRIBUTING EMPLOYER0
MUNICIPALITY OF ANCHORAGE
CONTRIBUTING EMPLOYER0
N CA PIPE TRADES TRUST FUND
CONTRIBUTING EMPLOYER0
NW PLMG & PIPE IND H&W TRUST
CONTRIBUTING EMPLOYER0
OHIO STATE PL LCL 168 189 495
CONTRIBUTING EMPLOYER0
PIPE IND H&W FUND OF COLORADO
CONTRIBUTING EMPLOYER0
PIPE TRADES IND LOCAL 136 157
CONTRIBUTING EMPLOYER0
PIPEFITTERS LOCAL 636
CONTRIBUTING EMPLOYER0
PLUMBERS & PIPEFITTERS LOC NO
CONTRIBUTING EMPLOYER0
PLUMBERS & PIPEFITTERS LOCAL 3
CONTRIBUTING EMPLOYER0
PLUMBERS & PIPEFITTERS LOCAL 5
CONTRIBUTING EMPLOYER0
PLUMBERS & STEAMFITTERS LOCAL
CONTRIBUTING EMPLOYER0
PLUMBERS & STEAMFITTERS UA LOC
CONTRIBUTING EMPLOYER0
TEXAS PIPE TRADES HEALTH BENEF
CONTRIBUTING EMPLOYER0
UA LOCAL 262
CONTRIBUTING EMPLOYER0
UA LOCAL 290 PLUMBERS & STEAMF
CONTRIBUTING EMPLOYER0
UA LOCAL 350 HEALTH & WELFARE
CONTRIBUTING EMPLOYER0
UA LOCAL 367
CONTRIBUTING EMPLOYER0
UA LOCAL 43 PLUMBERS & STEAMFI
CONTRIBUTING EMPLOYER0
UA LOCAL 91 PLUMBERS & STEAMFI
CONTRIBUTING EMPLOYER0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (8 entries)

Primary ActivitiesPrimaryActivitiesTxtDirect Controlling NADirectControllingNACdDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
ALASKA INTEGRATED SERVICES
CONTRIBUTING EMPLOYERN/A00
ALASKA ON POINT SERVICE COMPANY
CONTRIBUTING EMPLOYERN/A00
ARCTIC CHILL & HEATING SOLUTIO
CONTRIBUTING EMPLOYERN/A00
LIVING WATERS PLUMBING & MECHA
CONTRIBUTING EMPLOYERN/A00
MAIN LINE MECHANICAL LLC
CONTRIBUTING EMPLOYERN/A00
PACIFIC PILE & MARINE
CONTRIBUTING EMPLOYERN/A00
SERVICE 1 HVAC LLC
CONTRIBUTING EMPLOYERN/A00
SILVER MOUNTAIN CONSYTRUCTION
CONTRIBUTING EMPLOYER00

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (35 entries)

Primary ActivitiesPrimaryActivitiesTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
ALASKA MECHANICAL INC
CONTRIBUTING EMPLOYERN/A0
ARCTIC REFRIGERATION & AIR CON
CONTRIBUTING EMPLOYERN/A0
BEHRENDS MECHANICAL
CONTRIBUTING EMPLOYERN/A0
BERING INDUSTRIAL CONTRACTORS
CONTRIBUTING EMPLOYERN/A0
CENTRAL PLUMBING & HEATING
CONTRIBUTING EMPLOYERN/A0
COLOMBO SALES & ENGINEERING INC
CONTRIBUTING EMPLOYERN/A0
COOL AIR MECHANICAL INC
CONTRIBUTING EMPLOYERN/A0
H & L SERVICES INC
CONTRIBUTING EMPLOYERN/A0
HARRI PLUMBING & HEATING
CONTRIBUTING EMPLOYERN/A0
HOUSTON CONTRACTING CO
CONTRIBUTING EMPLOYERN/A0
INSIDE PASSAGE MECHANICAL
CONTRIBUTING EMPLOYERN/A0
INTERNATIONAL MECHANICAL
CONTRIBUTING EMPLOYERN/A0
JACKS PLUMBING & HEATING
CONTRIBUTING EMPLOYERN/A0
JAFFA CONSTRUCTION - SEWARD
CONTRIBUTING EMPLOYERN/A0
KETCHIKAN MECHANICAL INC
CONTRIBUTING EMPLOYERN/A0
LONG BUILDING TECHNOLOGIES INC
CONTRIBUTING EMPLOYERN/A0
MANTECH MECHANICAL
CONTRIBUTING EMPLOYERN/A0
MANTECH MECHANICAL INC
CONTRIBUTING EMPLOYERN/A0
MECHANICAL BUILDERS INC
CONTRIBUTING EMPLOYERN/A0
MECHANICAL CONSTRUCTION & CONS
CONTRIBUTING EMPLOYERN/A0
NORCOAST MECHANICAL
CONTRIBUTING EMPLOYERN/A0
NORTHERN REF SERV INC
CONTRIBUTING EMPLOYERN/A0
PENINSULA PLUMBING
CONTRIBUTING EMPLOYERN/A0
PINNACLE MECHANICAL INC
CONTRIBUTING EMPLOYERN/A0
REFRIGERATION UNLIMITED INC
CONTRIBUTING EMPLOYERN/A0
REFRIGERATION UNLIMITED INC LO
CONTRIBUTING EMPLOYERN/A0
SCHMOLCK MECHANICAL
CONTRIBUTING EMPLOYERN/A0
SHEET METAL INC
CONTRIBUTING EMPLOYERN/A0
SR BALES CONSTRUCTION INC
CONTRIBUTING EMPLOYERN/A0
SUPERIOR MECHANICL SERVICES
CONTRIBUTING EMPLOYERN/A0
SUPERIOR PLUMBING & HEATING
CONTRIBUTING EMPLOYERN/A0
TIMBERLINE PLUMBING & HEATING
CONTRIBUTING EMPLOYERN/A0
TRANE
CONTRIBUTING EMPLOYERN/A0
WELDIN CONSTRUCTION INC
CONTRIBUTING EMPLOYERN/A0
WESTWARD SEAFOODS
CONTRIBUTING EMPLOYERN/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd