SEIU HEALTHCARE NW HEALTH BENEFITS TRUST: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SEIU HEALTHCARE NW HEALTH BENEFITS TRUST (EIN 20-1842198)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-04-23
- IRS object ID
- 202121139349300427
- Schema version
- 2019v5.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-23T12:11:52-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910614823 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHOEDEL & SCHOEDEL CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 422 W RIVERSIDE AVE STE 1420 | AddressLine1Txt |
| City | SPOKANE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 992010395 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201842198 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEIU Healthcare NW Health Benefits Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEIU | BusinessNameControlTxt |
| Phone | 2062547120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 Columbia St No 300 | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Abby Solomon | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 2062953717 | PhoneNum |
| Signature | 2021-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT OPPERUD CPA | PreparerPersonNm |
| PTIN | P00542597 | PTIN |
| Phone | 5097472158 | PhoneNum |
| Preparation | 2021-04-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Sterling Harders | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 Columbia St No 300 | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $279,209,141 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | www.myseiubenefits.org | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | The Trust was established as a result of collective bargaining between the Service Employees International Union, Local 775 (SEIU 775) and various employers or employer representatives signatory thereto to provide health, vision and dental benefits covering qualified employees reported under the collective bargaining agreements. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $251,621,541 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $270,147,055 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,724,817 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,748,544 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,000 | PYOtherRevenueAmt |
| CY Other Revenue | $313,542 | CYOtherRevenueAmt |
| PY Total Revenue | $258,351,358 | PYTotalRevenueAmt |
| CY Total Revenue | $279,209,141 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $185,625,028 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $199,914,269 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $25,642,234 | PYOtherExpensesAmt |
| CY Other Expenses | $29,408,499 | CYOtherExpensesAmt |
| PY Total Expenses | $211,267,262 | PYTotalExpensesAmt |
| CY Total Expenses | $229,322,768 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $47,084,096 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $49,886,373 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $263,161,300 | TotalAssetsBOYAmt |
| Total Assets EOY | $317,269,793 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $21,834,068 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,876,899 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $241,327,232 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $294,392,894 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Trust provides health and welfare benefits pursuant to collective bargaining agreements between various employers and the Trust. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | The Trust was established as a result of collective bargaining between SEIU 775 and various employers or employer representatives signatory thereto to provide health, vision and dental benefits covering qualified employees reported under the collective bargaining agreements. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Clark Nuber PS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4254544919 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4th St 1700 | AddressLine1Txt |
| City | Bellevue | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| Sterling Harders | |||||||
| Labor Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Memo Rivera | |||||||
| Labor Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Brittany Williams | |||||||
| Labor Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Eric Erickson | |||||||
| Employer Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Adam Glickman-Flora | |||||||
| Labor Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Diane Lutz | |||||||
| Employer Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Shaine Truscott | |||||||
| Labor Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Gina Denton | |||||||
| Labor Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Bill Moss | |||||||
| Employer Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mark Robinson | |||||||
| Employer Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Lou McDermott | |||||||
| Employer Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Steven Hill | |||||||
| Employer Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Abby Solomon | |||||||
| Executive Director | 10.00 | $0 | $182,593 | $62,786 | 30.00 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $182,593 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $62,786 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SEIU Training Partnership | |||||
| 215 Columbia Street | Seattle | WA | 98104 | Plan administration | $7,918,700 |
| Kaiser of Washington | |||||
| 601 Union St Suite 3100 | Seattle | WA | 98101 | Claims Adjudication | $6,675,739 |
| Kaiser of Washington Options Inc | |||||
| 601 Union St Suite 3100 | Seattle | WA | 98101 | Claims Adjudication | $4,477,760 |
| Zenith American Solutions | |||||
| 11724 NE 195th Street Suite 300 | Bothell | WA | 98011 | Contract administrator | $1,422,251 |
| GingerIO | |||||
| 332 Pine Street Suite 800 | San Francisco | CA | 94104 | Plan consultant and benefits coordinator | $712,436 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Employer contributions | 525100 | $263,411,430 | $263,411,430 |
| Participant contributions | 525100 | $6,735,625 | $6,735,625 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $270,147,055 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,748,544 | TotalRevenueColumnAmt |
| Exclusion | $8,748,544 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Stop-loss claim refund | 525100 | $297,973 | $297,973 |
| Other Income | 525100 | $15,569 | $15,569 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $313,542 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $279,209,141 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $270,460,597 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,748,544 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,914,269 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,224,621 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,055 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $395,790 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,000 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,667,743 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $786,591 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,587 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,534 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,945 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,173 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,815,673 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACA taxes and fees | Desc |
| Total | $41,787 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,322,768 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $808,772 | BOYAmt |
| EOY | $1,365,057 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,504,959 | BOYAmt |
| EOY | $40,896,342 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,489,921 | BOYAmt |
| EOY | $30,037,643 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,269 | BOYAmt |
| EOY | $263,627 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,775,264 | BOYAmt |
| EOY | $244,350,627 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $443,115 | BOYAmt |
| EOY | $356,497 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $263,161,300 | BOYAmt |
| EOY | $317,269,793 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,765,419 | BOYAmt |
| EOY | $3,023,045 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,068,649 | BOYAmt |
| EOY | $19,853,854 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,834,068 | BOYAmt |
| EOY | $22,876,899 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,327,232 | BOYAmt |
| EOY | $294,392,894 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,327,232 | BOYAmt |
| EOY | $294,392,894 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $263,161,300 | BOYAmt |
| EOY | $317,269,793 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $49,886,373 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,179,289 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Claims payable | $3,853,854 |
| Claims incurred but not reported | $16,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $19,853,854 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $282,388,430 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,179,289 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $3,179,289 | RevenueNotReportedAmt |
| Revenue Subtotal | $279,209,141 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $279,209,141 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $228,537,563 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $19,068,649 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $19,068,649 | ExpensesNotReportedAmt |
| Expenses Subtotal | $209,468,914 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $19,853,854 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $19,853,854 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $229,322,768 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part XII, Line 2d - Other Adjustments: | Prior year benefit claims payable 3,068,649. Prior year claims incurred but not reported 16,000,000. |
| Part XII, Line 4b - Other Adjustments: | Current year benefit claims payable 3,853,854. Current year claims incurred but not reported 16,000,000. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Abby Solomon | PersonNm |
| Title | Executive Director | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $182,593 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $37,853 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $24,933 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $245,379 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 3 | FormAndLineReferenceDesc |
| Explanation | The compensation of the executive director is determined by the Board of Trustees in consultation with an outside compensation consultant if needed. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| SEIU Healthcare NW Training Partnership | |||
| Trustees in common | $7,918,700 | The SEIU Healthcare NW Training Partnership provides certain administrative services to the SEIU Healthcare NW Health Benefits Trust. Payments for these services totaled $7,918,700 for the year. | 0 |
| SEIU Healthcare 775NW | |||
| Common management and governance | $285,988 | SEIU Healthcare 775NW provides a member resource center benefiting the SEIU Healthcare NW Health Benefits Trust. Payments for these services totaled $285,988 for the year. | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | SEIU Healthcare 775NW and the SEIU Healthcare NW Training Partnership are service providers to this trust as well as participating employers. Sterling Harders is a trustee of this trust and serves as the Trust's Chair. Sterling Harders is also the President of SEIU Healthcare 775NW, and a trustee of the SEIU Healthcare NW Training Partnership. Adam Glickman is a trustee of this trust, the Secretary-Treasurer of SEIU Healthcare 775NW, and a trustee of the SEIU Healthcare NW Training Partnership. Shaine Truscott is a trustee of this trust, a trustee of the SEIU Healthcare NW Training Partnership and, and an employee of SEIU Healthcare 775NW. Bill Moss is a trustee of this trust and a trustee of SEIU Healthcare NW Training Partnership. Memo Rivera is a trustee of this trust and Vice President of SEIU Healthcare 775NW. Abby Solomon is the Executive Director of this trust and SEIU Healthcare NW Training Partnership. Brittany Williams is a trustee of this trust and an executive board member of SEIU Healthcare 775NW. |
| Form 990, Part VI, Section A, line 3 | The Trust has contracted with various organizations (Zenith American Solutions, Kaiser of Washington, Delta Dental of Washington, SEIU Healthcare NW Training Partnership, SEIU Healthcare 775NW and Clark Nuber, P.S.) to provide administrative, bookkeeping, claims processing, member communications, and record and book-keeping services. |
| Form 990, Part VI, Section A, line 7a | Any vacancies of Employer Trustees are filled by appointment of the remaining Employer Trustees. The appointment of an Employer Trustee may be terminated, at any time, by the remaining Employer Trustees by such method as is satisfactory to them. Any vacancies of the Labor Trustees are filled by appointment of the president of SEIU Healthcare 775NW according to SEIU Healthcare 775NW's internal rules, procedures, policies or bylaws. The appointment of a Labor Trustee may be terminated, at any time, by the president of SEIU Healthcare 775NW according to SEIU Healthcare 775NW's internal rules, procedures, policies or bylaws. |
| Form 990, Part VI, Section B, line 11b | The Form 990 was prepared by the independent accounting firm SCHOEDEL & SCHOEDEL, Certified Public Accountants, PLLC, from information provided by the third-party administrator and other consultants and advisors. Draft copies of the Trust's financial statements and Form 990 were first provided to the Trust's consultants and advisors, who reviewed the Form 990 for accuracy and completeness. Any questions, concerns or issues raised by the consultants and advisors were addressed and any necessary revisions were made to the Form 990. The revised Form 990 was then provided to the Board of Trustees for its review and approval. Any additional questions, concerns or issues raised by the Board of Trustees were addressed and any necessary revisions were made to the Form 990. The final version of the Form 990 was reviewed and approved for filing by the Board of Trustees. |
| Form 990, Part VI, Section B, line 12c | A copy of the Trust's Conflict of Interest Policy has been distributed to each Trustee and other fiduciaries. At least annually, a fiduciary is obligated to disclose or update to the Board of Trustees a list of relatives as defined in the policy involved in any transaction, as well as the fiduciary's business or other interests in any transaction impacting Trust assets (except for the receipt of benefits under the terms of the trust and plan). Further, any fiduciary who has knowledge of any transaction that may arguably be restricted pursuant to the policy, and that has not been specifically permitted by ERISA Section 408 or Department of Labor administrative exemptions, is obligated to disclose such information to the Board of Trustees. The Board of Trustees investigates any actual or potential conflicts of interest. If the Board of Trustees determines that a conflict exists with respect to a fiduciary, it will prohibit the fiduciary from discussions, votes, or attempts to influence the issue or decision that is impacted. |
| Form 990, Part VI, Section B, line 15 | There are no compensated management officials, officers or key employees of the organization. If the organization had such compensated individuals, policies and procedures would be developed to determine compensation. |
| Form 990, Part VI, Section C, line 19 | The Trust's governing documents, conflict of interest policy, financial statements, and Form 990 are available to the general public upon written request sent to the organization at: 215 Columbia St Ste 300, Seattle, WA 98104. |
| Form 990, Part VII, Section A, Line 1A: | None of the Trustees are compensated by the organization. The Board of Trustees is comprised of twelve individuals, six of whom are representatives of the employers and six of whom are representatives of the union. One or more trustee maybe required or encouraged to serve on this board of trustees. As such their regular compensation may take into consideration services performed by them in regard to the Trust. The Trust does not readily have access to information related to compensation paid by other entities to the Trustees. In their roles as Trustees, all are fiduciaries and understand their obligations under the Trust Agreement and the Trust's policies and procedures, which include a conflict of interest policy. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | EINEIN |
|---|---|---|---|---|---|---|---|---|---|---|
| Coastal CAP | ||||||||||
| 101 E Market St | Aberdeen | WA | 98520 | Home care services | WA | 501(c)(3) | Line 7 | N/A | 0 | |
| Concerned Citizens | ||||||||||
| PO Box 1787 | Forks | WA | 98331 | Home care services | WA | 501(c)(3) | Line 7 | N/A | 0 | 911156809 |
| Korean Women's Association | ||||||||||
| 123 E 96th Street | Tacoma | WA | 98445 | Home care services | WA | 501(c)(3) | Line 11 | N/A | 0 | 911066806 |
| SEIU Healthcare NW Training Partnership | ||||||||||
| 215 Columbia Street Suite 300 | Seattle | WA | 98104 | To provide comprehensive training, support, and career development benefits. | WA | 501(c)(3) | Line 2 | N/A | 0 | 510673005 |
| SEIU Healthcare 775NW | ||||||||||
| 215 Columbia Street | Seattle | WA | 98104 | Local union representing home care and nursing home workers. | WA | 501(c)(5) | N/A | 0 | 810588837 | |
| SEIU 925 Multiemployer Health Benefits Trust | ||||||||||
| PO Box 6 | Mukilteo | WA | 98275 | To provide health benefits for participants | WA | 501(c)(9) | N/A | 0 | ||
| State of Washington - Department of Social and Health Services | ||||||||||
| PO Box 45842 | Olympia | WA | 98504 | To improve safety and health of individuals, families, and communities. | WA | 501(c)(3) | Line 6 | N/A | 0 | |
| CDM Caregiving Services | ||||||||||
| 2300 NE Anderson | Vancouver | WA | 98661 | Home care services | WA | 501(c)(3) | Line 7 | N/A | 0 | 911057994 |
| Working Washington | ||||||||||
| 116 Warren Ave N Suite A | Seattle | WA | 98109 | To build a powerful workers movement | WA | 501(c)(4) | N/A | 0 | 451657758 | |
| Olympic Community Action Programs | ||||||||||
| 823 Commerce Loop | Port Townsend | WA | 82904 | To improve safety and health of individuals, families, and communities. | WA | 501(c)(3) | Line 7 | N/A | 0 | 910814319 |
| Senior Life Resources Northwest | ||||||||||
| 1824 Fowler St | Richland | WA | 99352 | To support in-home care and senior nutrition services | WA | 501(c)(3) | Line 7 | N/A | 0 | 910909913 |
| Behavioral Health Resources | ||||||||||
| 3857 Martin Way E | Olympia | WA | 65268 | To promote mental health and substance use disorder recovery | WA | 501(c)(3) | Line 7 | N/A | 0 | 910666889 |
| Catholic Community Services | ||||||||||
| 1323 Yakima Ave | Tacoma | WA | 98405 | To provide quality integrated services and housing | WA | 501(c)(3) | Line 7 | N/A | 0 | 911585652 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | EINEIN |
|---|---|---|---|---|---|---|---|---|---|
| Addus Health Care | |||||||||
| 6801 Gaylord parkway Suite 110 | Frisco | TX | 75034 | Home care services | TX | N/A | C | 0 | |
| Amicable Healthcare Inc | |||||||||
| 15220-B 32nd Avenue South | SeaTac | WA | 99188 | Home care services | WA | N/A | S | 0 | |
| Catholic Community Services | |||||||||
| 100 23rd Ave S | Seattle | WA | 98144 | Home care services | WA | N/A | S | 0 | |
| Chesterfield Services Inc | |||||||||
| 703 Columbia Street Suite 200 | Seattle | WA | 98104 | Home care services | WA | N/A | C | 0 | 911718148 |
| ResCare of WA | |||||||||
| 805 N Whttington Parkway | Louisville | KY | 40222 | Home care services | WA | N/A | C | 0 | |
| HomeCare Montana | |||||||||
| 82 8th St | Belgrade | MT | 59714 | Home care services | MT | N/A | C | 0 | 471844286 |
| First Choice In-Home Care Inc | |||||||||
| 15015 Main St Suite 209 | Bellevue | WA | 98007 | Home care services | WA | N/A | C | 0 | 912152603 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SEIU Healthcare NW Training Partnership | ||
| M | $7,918,700 | Cost |
| SEIU Healthcare 775NW | ||
| M | $285,988 | Cost |