STRATEGY STUDIO / PUBLIC DATA EXPLORER

ALASKA PIPE TRADES-367 U A HEALTH & SECURITY TRUST: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ALASKA PIPE TRADES-367 U A HEALTH & SECURITY TRUST (EIN 92-0035263)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-08
IRS object ID
202143129349304534
Schema version
2020v4.1
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)
Return2021-11-08T17:32:46-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN920035263EIN

Business Name BusinessName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line111724 NE 195TH STREET NO 300AddressLine1Txt
CityBOTHELLCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98011ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAARON PLIKATPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone9075622810PhoneNum
Signature2021-11-04SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAUL ANASTASI CPAPreparerPersonNm
PTINP00395796PTIN
Phone5093230272PhoneNum
Preparation2021-11-04PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$12,598,978GrossReceiptsAmt
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 Volunteers1TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$9,952,242PYProgramServiceRevenueAmt
CY Program Service Revenue$9,743,436CYProgramServiceRevenueAmt
PY Investment Income$251,752PYInvestmentIncomeAmt
CY Investment Income$88,389CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$10,203,994PYTotalRevenueAmt
CY Total Revenue$9,831,825CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$6,879,365PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$7,849,787CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$30,788PYSalariesCompEmpBnftPaidAmt
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$661,460PYOtherExpensesAmt
CY Other Expenses$539,442CYOtherExpensesAmt
PY Total Expenses$7,571,613PYTotalExpensesAmt
CY Total Expenses$8,389,229CYTotalExpensesAmt
PY Revenues Less Expenses$2,632,381PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,442,596CYRevenuesLessExpensesAmt
Total Assets BOY$14,931,707TotalAssetsBOYAmt
Total Assets EOY$17,147,748TotalAssetsEOYAmt
Total Liabilities BOY$3,520,340TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,248,654TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$11,411,367NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$13,899,094NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH AND SECURITY BENEFITS TO QUALIFIED PARTICIPANTS OF THE PLAN.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH AND SECURITY BENEFITS TO QUALIFIED PARTICIPANTS OF THE PLAN.Desc
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$106,822$63,000
EVERETT COLLINS III
UNION TRUSTEE1.0040.00Yes (X)$0$98,955$63,000
GENE BAY
UNION TRUSTEE1.0040.00Yes (X)$0$90,207$70,000
JIM RAFTER
SECRETARY1.0040.00Yes (X)Yes (X)$0$0$0
PETE NOLFI
UNION TRUSTEE1.000.00Yes (X)$0$0$0
KEVIN CAREY
MANAGEMENT TRUSTEE1.0040.00Yes (X)$0$0$0
BRIAN MILLER
MANAGEMENT TRUSTEE1.0040.00Yes (X)$0$0$0
BILL GOODALE
MANAGEMENT TRUSTEE1.0040.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$295,984TotReportableCompRltdOrgAmt
Total Other Compensation$196,000TotalOtherCompensationAmt
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$169,491
AETNA INC
151 FARMINGTON AVENUEHARTFORDCT06156CLAIMS PROCESSING$116,842
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYERS CONTRIBUTIONS900099$9,676,807$9,676,807
SELF-PAY CONTRIBUTIONS900099$66,629$66,629
FieldValueIRS element (for citing)
Total Program Service Revenue$9,743,436TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$177,039TotalRevenueColumnAmt
Exclusion$177,039ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,678,503SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,767,153SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$88,650SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$88,650TotalRevenueColumnAmt
Exclusion-$88,650ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,831,825TotalRevenueColumnAmt
Related Or Exempt Func Income$9,743,436RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$88,389ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$7,849,787TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$155,630TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$24,007TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$18,500TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$54,007TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$217,360TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$56,977TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,185TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$11,776TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$8,389,229TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,989,961BOYAmt
EOY$5,212,048EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,258,953BOYAmt
EOY$1,506,794EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$10,778BOYAmt
EOY$22,098EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$7,672,015BOYAmt
EOY$10,406,808EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$14,931,707BOYAmt
EOY$17,147,748EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$79,518BOYAmt
EOY$110,558EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$10,822BOYAmt
EOY$8,096EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,430,000BOYAmt
EOY$3,130,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,520,340BOYAmt
EOY$3,248,654EOYAmt
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$11,411,367BOYAmt
EOY$13,899,094EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,411,367BOYAmt
EOY$13,899,094EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,931,707BOYAmt
EOY$17,147,748EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,442,596ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,045,131NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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$1,400,000
LIABILITY FOR ACCUMULATED ELIGIBILITY CREDITS$1,730,000
FieldValueIRS element (for citing)
Total Liability$3,130,000TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$10,822,949TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,045,131NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,045,131RevenueNotReportedAmt
Revenue Subtotal$9,777,818RevenueSubtotalAmt
Investment Expenses Not Incld$54,007InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$54,007RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$9,831,825TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$8,635,222TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$8,635,222ExpensesSubtotalAmt
Investment Expenses Not Incld2$54,007InvestmentExpensesNotIncld2Amt
Other Expenses Not Included-$300,000OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt-$245,993ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$8,389,229TotalExpensesPerForm990Amt

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 2020 AND 2019 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, 2020, 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 -300,000.

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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$106,822$0$0$0$0$0$45,000$0$18,000$0$169,822$0$0
EVERETT COLLINS III
UNION TRUSTEE$0$98,955$0$0$0$0$0$45,000$0$18,000$0$161,955$0$0
GENE BAY
UNION TRUSTEE$0$90,207$0$0$0$0$0$49,000$0$21,000$0$160,207$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 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 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 (21 entries)

Primary ActivitiesPrimaryActivitiesTxtControlled OrganizationControlledOrganizationInd
LOCAL UNION 598 PLUMBING & PIP
CONTRIBUTING EMPLOYER0
OHIO STATE PL LCL 168 189 495
CONTRIBUTING EMPLOYER0
PLUMBERS & PIPEFITTERS LOCAL 3
CONTRIBUTING EMPLOYER0
PLMBRS & STMFTRS LOCAL 400
CONTRIBUTING EMPLOYER0
PLUMBERS & PIPEFITTERS LOC NO
CONTRIBUTING EMPLOYER0
LOCAL 553
CONTRIBUTING EMPLOYER0
MONROE PLUMBERS & PIPEFITTERS
CONTRIBUTING EMPLOYER0
PLUMBERS & STEAMFITTERS LOCAL
CONTRIBUTING EMPLOYER0
PIPE TRADES IND LOCAL 136 157
CONTRIBUTING EMPLOYER0
AZ PIPE TRADES-UA LOCAL 469 PL
CONTRIBUTING EMPLOYER0
PIPE TRADES SRVCS MN FRINGE BE
CONTRIBUTING EMPLOYER0
PIPEFITTERS LOCAL 636
CONTRIBUTING EMPLOYER0
UA LOCAL 350 HEALTH & WELFARE
CONTRIBUTING EMPLOYER0
UA LOCAL 262
CONTRIBUTING EMPLOYER0
367 JOINT APPRENTICE COMMITTEE
CONTRIBUTING EMPLOYER0
UA LOCAL 290 PLUMBERS & STEAMF
CONTRIBUTING EMPLOYER0
UA LOCAL 367
CONTRIBUTING EMPLOYER0
STEAMFITTERS LU 449
CONTRIBUTING EMPLOYER0
LOCAL 262 RECIPROCITY IN
CONTRIBUTING EMPLOYER0
FAIRBANKS P&P HLTH & WELFARE L
CONTRIBUTING EMPLOYER0
MUNICIPALITY OF ANCHORAGE
CONTRIBUTING EMPLOYER0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (9 entries)

Primary ActivitiesPrimaryActivitiesTxtDirect Controlling NADirectControllingNACdDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
ATLANTA PLUMBER & STEAMFITTERS
CONTRIBUTING EMPLOYERN/A00
SILVER MOUNTAIN CONSTRUCTION
CONTRIBUTING EMPLOYERN/A00
ALASKA INTEGRATED SERVICES
CONTRIBUTING EMPLOYERN/A00
ALASKA ON POINT SERVICE COMPAN
CONTRIBUTING EMPLOYERN/A00
SERVICE 1 HVAC LLC
CONTRIBUTING EMPLOYERN/A00
LIVING WATERS PLUMBING & MECHA
CONTRIBUTING EMPLOYERN/A00
LAST FRONTIER MECHANICAL LLC
CONTRIBUTING EMPLOYERN/A00
MAIN LINE MECHANICAL LLC
CONTRIBUTING EMPLOYERN/A00
ARCTIC CHILL & HEATING SOLUTIO
CONTRIBUTING EMPLOYERN/A00

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (36 entries)

Primary ActivitiesPrimaryActivitiesTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
SR BALES CONSTRCUTION INC
CONTRIBUTING EMPLOYERN/A0
JAFFA CONSTRUCTION - SEWARD
CONTRIBUTING EMPLOYERN/A0
REFRIGERATION UNLIMITED INC LO
CONTRIBUTING EMPLOYERN/A0
WELDIN CONSTRUCTION INC
CONTRIBUTING EMPLOYERN/A0
HOUSTON CONTRACTING CO
CONTRIBUTING EMPLOYERN/A0
NORTHERN REF SERV INC
CONTRIBUTING EMPLOYERN/A0
JACKS PLUMBING & HEATING
CONTRIBUTING EMPLOYERN/A0
HONEYWELL INC
CONTRIBUTING EMPLOYERN/A0
TIMBERLINE PLUMBING & HEATING
CONTRIBUTING EMPLOYERN/A0
LONG BUILDING TECHNOLOGIES INC
CONTRIBUTING EMPLOYERN/A0
INTERNATIONAL MECHANICAL
CONTRIBUTING EMPLOYERN/A0
MANTECH MECHANICAL INC
CONTRIBUTING EMPLOYERN/A0
TRANE
CONTRIBUTING EMPLOYERN/A0
H & L SERVICES INC
CONTRIBUTING EMPLOYERN/A0
TCI CONSTRUCTION COMPANY INC
CONTRIBUTING EMPLOYERN/A0
WESTWARD SEAFOODS
CONTRIBUTING EMPLOYERN/A0
BEHRENDS MECHANICAL
CONTRIBUTING EMPLOYERN/A0
INSIDE PASSAGE MECHANICAL
CONTRIBUTING EMPLOYERN/A0
PENINSULA PLUMBING
CONTRIBUTING EMPLOYERN/A0
CENTRAL PLUMBING & HEATING
CONTRIBUTING EMPLOYERN/A0
MECHANICAL BUILDERS INC
CONTRIBUTING EMPLOYERN/A0
HARRI PLUMBING & HEATING
CONTRIBUTING EMPLOYERN/A0
MANTECH MECHANICAL
CONTRIBUTING EMPLOYERN/A0
SUPERIOR PLUMBING & HEATING
CONTRIBUTING EMPLOYERN/A0
SHEET METAL INC
CONTRIBUTING EMPLOYERN/A0
REFRIGERATION UNLIMITED INC
CONTRIBUTING EMPLOYERN/A0
PINNACLE MECHANICAL INC
CONTRIBUTING EMPLOYERN/A0
KETCHIKAN MECHANICAL INC
CONTRIBUTING EMPLOYERN/A0
NORCOAST MECHANICAL
CONTRIBUTING EMPLOYERN/A0
BERING INDUSTRIAL CONTRACTORS
CONTRIBUTING EMPLOYERN/A0
ALASKA MECHANICAL INC
CONTRIBUTING EMPLOYERN/A0
ARCTIC REFRIGERATION & AIR CON
CONTRIBUTING EMPLOYERN/A0
WOLF CREEK FEDERAL SERVICES
CONTRIBUTING EMPLOYERN/A0
COOL AIR MECHANICAL INC
CONTRIBUTING EMPLOYERN/A0
MECHANICAL CONSTRUCTION & CONS
CONTRIBUTING EMPLOYERN/A0
SCHMOLCK MECHANICAL
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