2025-05-15T12:09:06-05:00 2024-06-30 208149084 ANASTASI MOORE & MARTIN PLLC 9 S WASHINGTON ST STE 600 SPOKANE WA 99201 990 2023-07-01 910838639 SEATTLE AREA PLUMBING AND PIPEFITTING INDUSTRY HEALTH TRUST SEAT 2062824100 11724 NE 195TH STREET 300 BOTHELL WA 980118242 JEFFREY J OWEN CHAIRMAN 2062824100 2025-05-12 1 1 STEVEN R COLEMAN CPA P01854803 5093230272 2025-05-12 2023 2025-03-06 01:10:19Z 11724 NE 195TH STREET 300 BOTHELL WA 980118242 96057063 0 X N/A X 1968 WA TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS 6 6 242 0 0 0 0 0 77706902 76106412 1008187 1982630 16898 4054 78731987 78093096 0 0 72533558 75076569 35805 76594 0 0 0 6968328 7212380 79537691 82365543 -805704 -4272447 61473525 60160618 35536404 37870832 25937121 22289786 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 0 242 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 SUITE 300 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 JOEL CRABTREE TRUSTEE 1.00 X 0 0 0 MICHAEL KUNKEL TRUSTEE 1.00 X 0 0 0 PAT DAMITIO TRUSTEE 1.00 X 0 0 0 RORY OLSON 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 2095614 KAISER FOUNDATION HEALTH PLAN OF WA 601 UNION STREET SUITE 3100 SEATTLE WA 98101 CLAIMS ADMINISTRATION 1585561 ZENITH AMERICAN SOLUTIONS INC 11724 NORTHEAST 195TH STREET BOTHELL WA 98011 THIRD PARTY ADMIN 1455566 AETNA 600 UNIVERSITY STREET SUITE 920 SEATTLE WA 98101 PPO NETWORK 777088 DELTA DENTAL OF WASHINGTON PO BOX 75983 SEATTLE WA 98175 CLAIMS ADMINISTRATION 192248 6 EMPLOYER CONTRIBUTIONS 230000 48897567 48897567 EMPLOYEE CONTRIBUTIONS 230000 27208845 27208845 76106412 1273689 1273689 18672908 17963967 708941 708941 708941 LIQUIDATED DAMAGES 900099 3968 3968 OTHER INCOME 900099 86 86 4054 78093096 76110466 0 1982630 75076569 76594 5518587 74771 83533 82606 1157169 175257 15881 22188 EMPLOYEE ASSISTANCE PRO 82388 82365543 16874331 13671829 9814126 8836093 23045 5414 30794507 32679990 3967516 4967292 61473525 60160618 747391 468950 34789013 37401882 35536404 37870832 X 0 0 0 0 25937121 22289786 25937121 22289786 61473525 60160618 X -4272447 1314427 -689315 X 0 1 X 0 0 0 MORTGAGE/ASSET-BACKED SECURITIES 4967292 F 4967292 AMOUNTS DUE INSURANCE COMPANIES 119241 AETNA CLAIMS PAYABLE 2997387 CLAIMS INCURRED BUT NOT REPORTED 8675000 ACCUMULATED ELIGIBILITY CREDITS 23453398 VACATION BENEFITS PAYABLE TO PARTICIPANTS 2156856 37401882 X 79324917 1314427 1314427 78010490 82606 82606 78093096 80359383 0 80359383 82606 1923554 2006160 82365543 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, 2024 AND 2023, 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, 2024 13,948,484. COST OF BENEFITS PAYABLE AT JUNE 30, 2023 -12,024,930. 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 -689,315. 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