2023-11-15T18:57:56-06:00 2022-12-31 208149084 ANASTASI MOORE & MARTIN PLLC 9 S WASHINGTON ST STE 600 SPOKANE WA 99201 990 2022-01-01 920035263 ALASKA PIPE TRADES UA LOCAL 367 HEALTH & WELLNESS TRUST ALAS 2062163476 11724 NE 195TH STREET 300 BOTHELL WA 98011 AARON PLIKAT CHAIRMAN 9075622810 2023-11-15 1 AARON PLIKAT 999009999 1 PAUL ANASTASI CPA P00395796 5093230272 2023-11-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z AARON PLIKAT 610 WEST 54TH AVENUE ANCHORAGE AK 99502 11218007 0 X N/A X 1960 AK TO PROVIDE HEALTH AND SECURITY BENEFITS TO QUALIFIED PARTICIPANTS OF THE PLAN. 8 1 0 0 0 0 0 0 9246290 9720280 417917 249857 0 0 9664207 9970137 0 0 8375865 10611792 0 0 0 0 0 579748 587744 8955613 11199536 708594 -1229399 18949881 15487653 3639953 3978546 15309928 11509107 TO PROVIDE HEALTH AND SECURITY BENEFITS TO QUALIFIED PARTICIPANTS OF THE PLAN. 0 0 11199536 TO PROVIDE HEALTH AND SECURITY BENEFITS TO QUALIFIED PARTICIPANTS OF THE PLAN. 11199536 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 8 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X ZENITH AMERICAN SOLUTIONS INC 2062163476 11724 NORTHEAST 195TH STREET BOTHELL WA 98011 AARON PLIKAT CHAIRMAN 1.00 40.00 X X 0 111316 59000 EVERETT COLLINS III UNION TRUSTEE 1.00 40.00 X 0 101467 59000 PETE NOLFI UNION TRUSTEE 1.00 X 0 0 0 KEVIN CAREY SECRETARY 1.00 40.00 X X 0 0 0 BILL GOODALE MANAGEMENT TRUSTEE 1.00 40.00 X 0 0 0 BRADLEY AUSTIN UNION TRUSTEE 1.00 40.00 X 0 68778 39106 STEVE COX MANAGEMENT TRUSTEE 1.00 40.00 X 0 0 0 BRIAN ULZ MANAGEMENT TRUSTEE 1.00 40.00 X 0 0 0 0 281561 157106 0 0 1 0 ZENITH AMERICAN SOLUTIONS INC 11724 NORTHEAST 195TH STREET SUITE BOTHELL WA 98011 THIRD PARTY ADMINISTRATOR 191880 AETNA INC 151 FARMINGTON AVENUE HARTFORD CT 06156 CLAIMS PROCESSING 112300 2 EMPLOYERS CONTRIBUTIONS 900099 9647600 9647600 SELF-PAY CONTRIBUTIONS 900099 72680 72680 9720280 265054 265054 1232673 1247870 -15197 -15197 -15197 9970137 9705083 0 265054 10611792 174276 40256 30166 54651 225398 39363 7690 15944 11199536 1735706 497490 2668268 2950189 1342858 926707 22843 25715 13180206 11087552 18949881 15487653 55643 125365 4310 3181 3580000 3850000 3639953 3978546 X 0 0 0 0 15309928 11509107 15309928 11509107 18949881 15487653 X -1229399 -1981422 -590000 X X 0 1 X 1 0 0 CLAIMS PAYABLE AND ESTIMATED CLAIMS INCURRED BUT NOT REPORTED 1600000 LIABILITY FOR ACCUMULATED ELIGIBILITY CREDITS 2250000 3850000 X 7934064 -1981422 -1981422 9915486 54651 54651 9970137 11464885 0 11464885 54651 -320000 -265349 11199536 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. 0 0 0 AARON PLIKAT CHAIRMAN 0 111316 0 0 0 0 0 24000 0 35000 0 170316 0 0 EVERETT COLLINS III UNION TRUSTEE 0 101467 0 0 0 0 0 24000 0 35000 0 160467 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE DAY TO DAY OPERATIONS OF THE TRUST WERE PERFORMED BY A PROFESSIONAL MANAGEMENT COMPANY 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 B, LINE 12C THE ORGANIZATION MONITORS EXPENSES AND ACTIVITIES OF MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION C, LINE 19 PLAN 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 2C AUDITED 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. 367 JOINT APPRENTICE COMMITTEE CONTRIBUTING EMPLOYER 0 AZ PIPE TRADES-UA LOCAL 469 PL CONTRIBUTING EMPLOYER 0 FAIRBANKS P&P HLTH & WELFARE L CONTRIBUTING EMPLOYER 0 JACKSONVILLE PLUMBERS & PIPE L CONTRIBUTING EMPLOYER 0 LOCAL 262 RECIPROCITY IN CONTRIBUTING EMPLOYER 0 LOCAL 367 RECIPROCITY IN CONTRIBUTING EMPLOYER 0 LOCAL 455 HEALTH & WELFARE CONTRIBUTING EMPLOYER 0 LOCAL 553 CONTRIBUTING EMPLOYER 0 MONROE PLUMBERS & PIPEFITTERS CONTRIBUTING EMPLOYER 0 MUNICIPALITY OF ANCHORAGE CONTRIBUTING EMPLOYER 0 N CA PIPE TRADES TRUST FUND CONTRIBUTING EMPLOYER 0 NW PLMG & PIPE IND H&W TRUST CONTRIBUTING EMPLOYER 0 OHIO STATE PL LCL 168 189 495 CONTRIBUTING EMPLOYER 0 PIPE IND H&W FUND OF COLORADO CONTRIBUTING EMPLOYER 0 PIPE TRADES IND LOCAL 136 157 CONTRIBUTING EMPLOYER 0 PIPEFITTERS LOCAL 636 CONTRIBUTING EMPLOYER 0 PLUMBERS & PIPEFITTERS LOC NO CONTRIBUTING EMPLOYER 0 PLUMBERS & PIPEFITTERS LOCAL 3 CONTRIBUTING EMPLOYER 0 PLUMBERS & PIPEFITTERS LOCAL 5 CONTRIBUTING EMPLOYER 0 PLUMBERS & STEAMFITTERS LOCAL CONTRIBUTING EMPLOYER 0 PLUMBERS & STEAMFITTERS UA LOC CONTRIBUTING EMPLOYER 0 TEXAS PIPE TRADES HEALTH BENEF CONTRIBUTING EMPLOYER 0 UA LOCAL 262 CONTRIBUTING EMPLOYER 0 UA LOCAL 290 PLUMBERS & STEAMF CONTRIBUTING EMPLOYER 0 UA LOCAL 350 HEALTH & WELFARE CONTRIBUTING EMPLOYER 0 UA LOCAL 367 CONTRIBUTING EMPLOYER 0 UA LOCAL 43 PLUMBERS & STEAMFI CONTRIBUTING EMPLOYER 0 UA LOCAL 91 PLUMBERS & STEAMFI CONTRIBUTING EMPLOYER 0 ALASKA INTEGRATED SERVICES CONTRIBUTING EMPLOYER N/A 0 0 ALASKA ON POINT SERVICE COMPANY CONTRIBUTING EMPLOYER N/A 0 0 ARCTIC CHILL & HEATING SOLUTIO CONTRIBUTING EMPLOYER N/A 0 0 LIVING WATERS PLUMBING & MECHA CONTRIBUTING EMPLOYER N/A 0 0 MAIN LINE MECHANICAL LLC CONTRIBUTING EMPLOYER N/A 0 0 PACIFIC PILE & MARINE CONTRIBUTING EMPLOYER N/A 0 0 SERVICE 1 HVAC LLC CONTRIBUTING EMPLOYER N/A 0 0 SILVER MOUNTAIN CONSYTRUCTION CONTRIBUTING EMPLOYER 0 0 ALASKA MECHANICAL INC CONTRIBUTING EMPLOYER N/A 0 ARCTIC REFRIGERATION & AIR CON CONTRIBUTING EMPLOYER N/A 0 BEHRENDS MECHANICAL CONTRIBUTING EMPLOYER N/A 0 BERING INDUSTRIAL CONTRACTORS CONTRIBUTING EMPLOYER N/A 0 CENTRAL PLUMBING & HEATING CONTRIBUTING EMPLOYER N/A 0 COLOMBO SALES & ENGINEERING INC CONTRIBUTING EMPLOYER N/A 0 COOL AIR MECHANICAL INC CONTRIBUTING EMPLOYER N/A 0 H & L SERVICES INC CONTRIBUTING EMPLOYER N/A 0 HARRI PLUMBING & HEATING CONTRIBUTING EMPLOYER N/A 0 HOUSTON CONTRACTING CO CONTRIBUTING EMPLOYER N/A 0 INSIDE PASSAGE MECHANICAL CONTRIBUTING EMPLOYER N/A 0 INTERNATIONAL MECHANICAL CONTRIBUTING EMPLOYER N/A 0 JACKS PLUMBING & HEATING CONTRIBUTING EMPLOYER N/A 0 JAFFA CONSTRUCTION - SEWARD CONTRIBUTING EMPLOYER N/A 0 KETCHIKAN MECHANICAL INC CONTRIBUTING EMPLOYER N/A 0 LONG BUILDING TECHNOLOGIES INC CONTRIBUTING EMPLOYER N/A 0 MANTECH MECHANICAL CONTRIBUTING EMPLOYER N/A 0 MANTECH MECHANICAL INC CONTRIBUTING EMPLOYER N/A 0 MECHANICAL BUILDERS INC CONTRIBUTING EMPLOYER N/A 0 MECHANICAL CONSTRUCTION & CONS CONTRIBUTING EMPLOYER N/A 0 NORCOAST MECHANICAL CONTRIBUTING EMPLOYER N/A 0 NORTHERN REF SERV INC CONTRIBUTING EMPLOYER N/A 0 PENINSULA PLUMBING CONTRIBUTING EMPLOYER N/A 0 PINNACLE MECHANICAL INC CONTRIBUTING EMPLOYER N/A 0 REFRIGERATION UNLIMITED INC CONTRIBUTING EMPLOYER N/A 0 REFRIGERATION UNLIMITED INC LO CONTRIBUTING EMPLOYER N/A 0 SCHMOLCK MECHANICAL CONTRIBUTING EMPLOYER N/A 0 SHEET METAL INC CONTRIBUTING EMPLOYER N/A 0 SR BALES CONSTRUCTION INC CONTRIBUTING EMPLOYER N/A 0 SUPERIOR MECHANICL SERVICES CONTRIBUTING EMPLOYER N/A 0 SUPERIOR PLUMBING & HEATING CONTRIBUTING EMPLOYER N/A 0 TIMBERLINE PLUMBING & HEATING CONTRIBUTING EMPLOYER N/A 0 TRANE CONTRIBUTING EMPLOYER N/A 0 WELDIN CONSTRUCTION INC CONTRIBUTING EMPLOYER N/A 0 WESTWARD SEAFOODS CONTRIBUTING EMPLOYER N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1