2022-04-07T18:11:08-05:00 2021-06-30 410746749 CLIFTONLARSONALLEN LLP 8101 WEST GRANDRIDGE BLVD SUITE 130 KENNEWICK WA 99336 990 2020-07-01 916062784 INLAND EMPIRE ELECTRICAL WORKERS HEALTH AND WELFARE PLAN INLA 5095340600 1322 NORTH POST SPOKANE WA 99201 DAVID CHALLY TRUSTEE 5095340600 2022-04-05 1 DAVID CHALLY XXX-XX-XXXX EMILY MCCANN P01759947 5097351561 2022-04-05 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DAVID CHALLY 1322 NORTH POST SPOKANE WA 99201 39164949 0 X N/A X 1965 WA HEALTH AND WELFARE BENEFITS 8 8 41 8 0 0 0 0 26555348 29295558 942854 2099788 19767 0 27517969 31395346 0 0 23265088 25356764 0 0 0 0 0 640441 705992 23905529 26062756 3612440 5332590 40427984 47847890 13021423 14491049 27406561 33356841 HEALTH AND WELFARE BENEFITS 0 0 INCOME USED 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 32 0 41 1 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 0 1 0 1 1 0 0 1 0 0 0 1 0 0 X AW REHN & ASSOCIATES INC 5095340600 1322 N POST SPOKANE WA 99201 X ANDY DAHLMAN CHAIRMAN 1.00 X X 0 0 0 KEN BROWN SECRETARY 1.00 X X 0 0 0 DAVID CHALLY TRUSTEE 1.00 X 0 0 0 JAMES DANIELS TRUSTEE 1.00 X 0 0 0 MITCHELL MURPHY TRUSTEE 1.00 X 0 0 0 TIM MURRAY TRUSTEE 1.00 X 0 0 0 DAVE PETERSON TRUSTEE 1.00 X 0 0 0 TRAVIS SWAYZE TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 AETNA 151 FARMINGTON AVE HARTFORD CT 06156 CLAIMS PROCESSING 475956 AW REHN & ASSOCIATES 1322 N POST ST SPOKANE WA 99201 ADMINISTRATOR 318294 DELTA DENTAL PO BOX 75983 SEATTLE WA 98175 CLAIMS PROCESSING 100909 3 EMPLOYER CONTRIBUTION 525100 28633044 28633044 EMPLOYEE CONTRIBUTION 525100 662514 662514 29295558 1715672 1715672 8153719 7769603 384116 384116 384116 31395346 29295558 0 2099788 25356764 333661 22400 57891 47059 61217 65071 31200 421 21653 LIQUIDATED DAMAGES 57505 INTERNATIONAL FOUNDATIO 6649 ACA FEES 1265 26062756 16858 0 2466656 3344521 111140 107030 37833330 44396339 40427984 47847890 308423 904523 12713000 13586526 13021423 14491049 X 0 0 0 0 27406561 33356841 27406561 33356841 40427984 47847890 X 5332590 1000216 -382526 X X 0 1 X 1 0 0 INCURRED BUT NOT REPORTED CLAIMS 2751000 ACCUMULATED ELIGIBILITY CLAIMS 10835526 13586526 X 32290998 1000216 -57505 942711 31348287 47059 47059 31395346 25470192 0 25470192 47059 545505 592564 26062756 PART X, LINE 2: THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)9 OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2020 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND 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 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 XI, LINE 2D - OTHER ADJUSTMENTS: LIQUIDATED DAMAGES -57,505. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN INCURRED BUT NOT REPORTED CLAIMS AND CLAIMS PAYABLE 488,000. LIQUIDATED DAMAGES 57,505. FORM 990, PART VI, SECTION A, LINE 3 THE BOARD OF TRUSTEES HAS HIRED A PROFESSIONAL ADMINISTRATION COMPANY TO OPERATE THE TRUST ON A DAY TO DAY BASIS. THE BOARD OF TRUSTEES RETAINS ULTIMATE RESPONSIBILITY OF THE ACTIONS OF THE PROFESSIONAL ADMINISTRATORS ACTIONS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ARE PARTICIPATING EMPLOYERS AND THE SPONSORING UNION ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B BOARD OF TRUSTEES REVIEW AND APPROVE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 15A THE TRUSTEES ARE UNCOMPENSATED FOR THEIR SERVICE ON THE BOARD OF TRUSTEES. THE TRUSTEES ARE REIMBURSED FOR LOST COMPENSATION FROM THEIR EMPLOYER OR FOR LOST COMPENSABLE LEAVE UTILIZED, IF NOT PAID BY THE EMPLOYER, TO ATTEND TO TRUST BUSINESS, ATTEND TRUST MEETINGS, AND TO ATTEND TRUSTEE EDUCATIONAL TRAINING. THE TRUSTEES ARE ALSO REIMBURSED THE NECESSARY AND REASONABLE COSTS AND EXPENSES THAT THEY INCUR IN THEIR CAPACITY AS A TRUSTEE PURSUANT TO A WRITTEN TRUSTEE EXPENSE REIMBURSEMENT POLICY. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XI, LINE 9: ACCUMULATED ELIGIBILITY 6/30/20 10,453,000. ACCUMULATED ELIGIBILITY 6/30/21 -10,835,526. PART XII LINE 2C THE OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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