2021-11-08T17:32:46-06:00 2020-12-31 208149084 ANASTASI MOORE & MARTIN PLLC 9 S WASHINGTON ST STE 600 SPOKANE WA 99201 990 2020-01-01 920035263 ALASKA PIPE TRADES UA LOCAL 367 HEALTH ALAS 2062163476 11724 NE 195TH STREET NO 300 BOTHELL WA 98011 AARON PLIKAT CHAIRMAN 9075622810 2021-11-04 1 AARON PLIKAT 999009999 PAUL ANASTASI CPA P00395796 5093230272 2021-11-04 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z AARON PLIKAT 610 WEST 54TH AVENUE ANCHORAGE AK 99502 12598978 0 X N/A X 1960 AK TO PROVIDE HEALTH AND SECURITY BENEFITS TO QUALIFIED PARTICIPANTS OF THE PLAN. 8 1 0 1 0 0 0 0 9952242 9743436 251752 88389 0 0 10203994 9831825 0 0 6879365 7849787 30788 0 0 0 0 661460 539442 7571613 8389229 2632381 1442596 14931707 17147748 3520340 3248654 11411367 13899094 TO PROVIDE HEALTH AND SECURITY BENEFITS TO QUALIFIED PARTICIPANTS OF THE PLAN. 0 0 TO PROVIDE HEALTH AND SECURITY BENEFITS TO QUALIFIED PARTICIPANTS OF 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 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 106822 63000 EVERETT COLLINS III UNION TRUSTEE 1.00 40.00 X 0 98955 63000 GENE BAY UNION TRUSTEE 1.00 40.00 X 0 90207 70000 JIM RAFTER SECRETARY 1.00 40.00 X X 0 0 0 PETE NOLFI UNION TRUSTEE 1.00 0.00 X 0 0 0 KEVIN CAREY MANAGEMENT TRUSTEE 1.00 40.00 X 0 0 0 BRIAN MILLER MANAGEMENT TRUSTEE 1.00 40.00 X 0 0 0 BILL GOODALE MANAGEMENT TRUSTEE 1.00 40.00 X 0 0 0 0 295984 196000 0 0 1 0 ZENITH AMERICAN SOLUTIONS INC 11724 NORTHEAST 195TH STREET SUITE BOTHELL WA 98011 THIRD PARTY ADMINISTRATOR 169491 AETNA INC 151 FARMINGTON AVENUE HARTFORD CT 06156 CLAIMS PROCESSING 116842 2 EMPLOYERS CONTRIBUTIONS 900099 9676807 9676807 SELF-PAY CONTRIBUTIONS 900099 66629 66629 9743436 177039 177039 2678503 2767153 -88650 -88650 -88650 9831825 9743436 0 88389 7849787 155630 24007 18500 54007 217360 56977 1185 11776 8389229 5989961 5212048 1258953 1506794 10778 22098 7672015 10406808 14931707 17147748 79518 110558 10822 8096 3430000 3130000 3520340 3248654 X 0 0 0 0 11411367 13899094 11411367 13899094 14931707 17147748 1442596 1045131 0 X X 0 1 X 1 0 0 CLAIMS PAYABLE AND ESTIMATED CLAIMS INCURRED BUT NOT REPORTED 1400000 LIABILITY FOR ACCUMULATED ELIGIBILITY CREDITS 1730000 3130000 X 10822949 1045131 1045131 9777818 54007 54007 9831825 8635222 0 8635222 54007 -300000 -245993 8389229 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. 0 0 0 AARON PLIKAT CHAIRMAN 0 106822 0 0 0 0 0 45000 0 18000 0 169822 0 0 EVERETT COLLINS III UNION TRUSTEE 0 98955 0 0 0 0 0 45000 0 18000 0 161955 0 0 GENE BAY UNION TRUSTEE 0 90207 0 0 0 0 0 49000 0 21000 0 160207 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 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. LOCAL UNION 598 PLUMBING & PIP CONTRIBUTING EMPLOYER 0 OHIO STATE PL LCL 168 189 495 CONTRIBUTING EMPLOYER 0 PLUMBERS & PIPEFITTERS LOCAL 3 CONTRIBUTING EMPLOYER 0 PLMBRS & STMFTRS LOCAL 400 CONTRIBUTING EMPLOYER 0 PLUMBERS & PIPEFITTERS LOC NO CONTRIBUTING EMPLOYER 0 LOCAL 553 CONTRIBUTING EMPLOYER 0 MONROE PLUMBERS & PIPEFITTERS CONTRIBUTING EMPLOYER 0 PLUMBERS & STEAMFITTERS LOCAL CONTRIBUTING EMPLOYER 0 PIPE TRADES IND LOCAL 136 157 CONTRIBUTING EMPLOYER 0 AZ PIPE TRADES-UA LOCAL 469 PL CONTRIBUTING EMPLOYER 0 PIPE TRADES SRVCS MN FRINGE BE CONTRIBUTING EMPLOYER 0 PIPEFITTERS LOCAL 636 CONTRIBUTING EMPLOYER 0 UA LOCAL 350 HEALTH & WELFARE CONTRIBUTING EMPLOYER 0 UA LOCAL 262 CONTRIBUTING EMPLOYER 0 367 JOINT APPRENTICE COMMITTEE CONTRIBUTING EMPLOYER 0 UA LOCAL 290 PLUMBERS & STEAMF CONTRIBUTING EMPLOYER 0 UA LOCAL 367 CONTRIBUTING EMPLOYER 0 STEAMFITTERS LU 449 CONTRIBUTING EMPLOYER 0 LOCAL 262 RECIPROCITY IN CONTRIBUTING EMPLOYER 0 FAIRBANKS P&P HLTH & WELFARE L CONTRIBUTING EMPLOYER 0 MUNICIPALITY OF ANCHORAGE CONTRIBUTING EMPLOYER 0 ATLANTA PLUMBER & STEAMFITTERS CONTRIBUTING EMPLOYER N/A 0 0 SILVER MOUNTAIN CONSTRUCTION CONTRIBUTING EMPLOYER N/A 0 0 ALASKA INTEGRATED SERVICES CONTRIBUTING EMPLOYER N/A 0 0 ALASKA ON POINT SERVICE COMPAN CONTRIBUTING EMPLOYER N/A 0 0 SERVICE 1 HVAC LLC CONTRIBUTING EMPLOYER N/A 0 0 LIVING WATERS PLUMBING & MECHA CONTRIBUTING EMPLOYER N/A 0 0 LAST FRONTIER MECHANICAL LLC CONTRIBUTING EMPLOYER N/A 0 0 MAIN LINE MECHANICAL LLC CONTRIBUTING EMPLOYER N/A 0 0 ARCTIC CHILL & HEATING SOLUTIO CONTRIBUTING EMPLOYER N/A 0 0 SR BALES CONSTRCUTION INC CONTRIBUTING EMPLOYER N/A 0 JAFFA CONSTRUCTION - SEWARD CONTRIBUTING EMPLOYER N/A 0 REFRIGERATION UNLIMITED INC LO CONTRIBUTING EMPLOYER N/A 0 WELDIN CONSTRUCTION INC CONTRIBUTING EMPLOYER N/A 0 HOUSTON CONTRACTING CO CONTRIBUTING EMPLOYER N/A 0 NORTHERN REF SERV INC CONTRIBUTING EMPLOYER N/A 0 JACKS PLUMBING & HEATING CONTRIBUTING EMPLOYER N/A 0 HONEYWELL INC CONTRIBUTING EMPLOYER N/A 0 TIMBERLINE PLUMBING & HEATING CONTRIBUTING EMPLOYER N/A 0 LONG BUILDING TECHNOLOGIES INC CONTRIBUTING EMPLOYER N/A 0 INTERNATIONAL MECHANICAL CONTRIBUTING EMPLOYER N/A 0 MANTECH MECHANICAL INC CONTRIBUTING EMPLOYER N/A 0 TRANE CONTRIBUTING EMPLOYER N/A 0 H & L SERVICES INC CONTRIBUTING EMPLOYER N/A 0 TCI CONSTRUCTION COMPANY INC CONTRIBUTING EMPLOYER N/A 0 WESTWARD SEAFOODS CONTRIBUTING EMPLOYER N/A 0 BEHRENDS MECHANICAL CONTRIBUTING EMPLOYER N/A 0 INSIDE PASSAGE MECHANICAL CONTRIBUTING EMPLOYER N/A 0 PENINSULA PLUMBING CONTRIBUTING EMPLOYER N/A 0 CENTRAL PLUMBING & HEATING CONTRIBUTING EMPLOYER N/A 0 MECHANICAL BUILDERS INC CONTRIBUTING EMPLOYER N/A 0 HARRI PLUMBING & HEATING CONTRIBUTING EMPLOYER N/A 0 MANTECH MECHANICAL CONTRIBUTING EMPLOYER N/A 0 SUPERIOR PLUMBING & HEATING CONTRIBUTING EMPLOYER N/A 0 SHEET METAL INC CONTRIBUTING EMPLOYER N/A 0 REFRIGERATION UNLIMITED INC CONTRIBUTING EMPLOYER N/A 0 PINNACLE MECHANICAL INC CONTRIBUTING EMPLOYER N/A 0 KETCHIKAN MECHANICAL INC CONTRIBUTING EMPLOYER N/A 0 NORCOAST MECHANICAL CONTRIBUTING EMPLOYER N/A 0 BERING INDUSTRIAL CONTRACTORS CONTRIBUTING EMPLOYER N/A 0 ALASKA MECHANICAL INC CONTRIBUTING EMPLOYER N/A 0 ARCTIC REFRIGERATION & AIR CON CONTRIBUTING EMPLOYER N/A 0 WOLF CREEK FEDERAL SERVICES CONTRIBUTING EMPLOYER N/A 0 COOL AIR MECHANICAL INC CONTRIBUTING EMPLOYER N/A 0 MECHANICAL CONSTRUCTION & CONS CONTRIBUTING EMPLOYER N/A 0 SCHMOLCK MECHANICAL CONTRIBUTING EMPLOYER N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1