SOUND HEALTH & WELLNESS TRUST: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: SOUND HEALTH & WELLNESS TRUST (EIN 91-6058475)
Tax period: 2018-04-01 to 2019-03-31
Filed: 2020-01-24
IRS object ID: 202010249349301026
Schema version: 2018v3.1
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
Form 990
Schedule D
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-01-24T16:15:22-06:00	ReturnTs
Tax Period End	2019-03-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	522385296	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	LINDQUIST LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	5000 EXECUTIVE PARKWAY SUITE 400	AddressLine1Txt
City	SAN RAMON	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94583	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2018-04-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	916058475	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SOUND HEALTH & WELLNESS TRUST	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SOUN	BusinessNameControlTxt
Phone	2062824100	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	11724 NE 195TH ST NO 300	AddressLine1Txt
City	BOTHELL	CityNm
State Abbreviation	WA	StateAbbreviationCd
ZIP	980113145	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SCOTT KLITZKE POWERS	PersonNm
Person Title	CHAIRMAN	PersonTitleTxt
Phone	4258289202	PhoneNum
Signature	2020-01-24	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	TODD M STOKES	PreparerPersonNm
PTIN	P01451940	PTIN
Phone	9252779100	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	66.7.226.66	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-01-24	IPDt
IP Tm	14:15:08	IPTm
IP Timezone	PS	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	D85FB602DC4FA66F28A631CB81EF53DF59ECABFA	AtSubmissionCreationDeviceId
At Submission Filing Device Id	92C7F91AD246760067C653CBF66B8BF12B4D5FD1	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2020-09-23 17:36:50Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	SCOTT KLITZKE POWERS	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	11724 NE 195TH ST NO 300	AddressLine1Txt
City	BOTHELL	CityNm
State Abbreviation	WA	StateAbbreviationCd
ZIP	980113145	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$337,684,812	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	WWW.SOUNDHEALTHWELLNESS.COM	WebsiteAddressTxt
Type Of Organization Trust	Yes (X)	TypeOfOrganizationTrustInd
Formation	1957	FormationYr
Legal Domicile State	WA	LegalDomicileStateCd
Activity Or Mission	TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.	ActivityOrMissionDesc
Voting Members Governing Body	10	VotingMembersGoverningBodyCnt
Voting Members Independent	0	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	$294,208,350	PYProgramServiceRevenueAmt
CY Program Service Revenue	$298,090,760	CYProgramServiceRevenueAmt
PY Investment Income	$2,790,933	PYInvestmentIncomeAmt
CY Investment Income	$8,207,327	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$296,999,283	PYTotalRevenueAmt
CY Total Revenue	$306,298,087	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$247,586,469	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$249,046,537	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	$24,555,616	PYOtherExpensesAmt
CY Other Expenses	$24,681,269	CYOtherExpensesAmt
PY Total Expenses	$272,142,085	PYTotalExpensesAmt
CY Total Expenses	$273,727,806	CYTotalExpensesAmt
PY Revenues Less Expenses	$24,857,198	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$32,570,281	CYRevenuesLessExpensesAmt
Total Assets BOY	$257,806,616	TotalAssetsBOYAmt
Total Assets EOY	$290,642,174	TotalAssetsEOYAmt
Total Liabilities BOY	$87,597,936	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$76,371,868	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$170,208,680	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$214,270,306	NetAssetsOrFundBalancesEOYAmt
Mission	TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Desc	TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.	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
Temp Or Permanent Endowments	0	TempOrPermanentEndowmentsInd
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	Yes (1)	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 With Officer Ent	0	BusinessRlnWithOfficerEntInd
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	0	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	10	GoverningBodyVotingMembersCnt
Independent Voting Member	0	IndependentVotingMemberCnt
Family Or Business Rln	0	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	0	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	ZENITH AMERICAN SOLUTIONS INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2062824100	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	11724 NE 195TH ST SUITE 300	AddressLine1Txt
City	BOTHELL	CityNm
State Abbreviation	WA	StateAbbreviationCd
ZIP	980113145	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
SCOTT KLITZKE POWERS
TRUSTEE/CHAIRMAN	1.20	Yes (X)	$0	$0	$0
BRENT R BOHN
TRUSTEE	1.20	Yes (X)	$0	$0	$0
JAMES CROWE
TRUSTEE	1.20	Yes (X)	$0	$109,365	$18,575
FRANK JORGENSEN
TRUSTEE	1.20	Yes (X)	$0	$0	$0
TODD CROSBY
TRUSTEE - PAST	1.20	Yes (X)	$0	$156,182	$16,739
EMILIA CONTRERAS
TRUSTEE	1.20	Yes (X)	$0	$111,744	$16,739
JOE MIZRAHI
TRUSTEE	1.20	Yes (X)	$0	$111,509	$16,739
FAYE GUENTHER
TRUSTEE/SECRETARY	1.20	Yes (X)	$0	$143,613	$16,739
YVONNE PETERS
TRUSTEE	1.20	Yes (X)	$0	$0	$0
SEAN HAMMOND
TRUSTEE	1.20	Yes (X)	$0	$0	$0
SARAH CHERIN
TRUSTEE	1.20	Yes (X)	$0	$111,537	$16,739

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$743,950	TotReportableCompRltdOrgAmt
Total Other Compensation	$102,270	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
KAISER FOUNDATION HEALTH PLAN OF WA
320 WESTLAKE AVENUE NORTH STE 100	SEATTLE	WA	98109	HMO ADMINISTRATION	$11,715,087
ZENITH AMERICAN SOLUTIONS INC
11724 NE 195TH ST SUITE 300	BOTHELL	WA	980113145	ADMINISTRATION	$6,744,366
AETNA
601 UNION STREET STE 810	SEATTLE	WA	98101	ADMINISTRATION	$4,227,464
WASHINGTON DENTAL SERVICE
9706 FOURTH AVENUE NE	SEATTLE	WA	98115	DENTAL ADMINISTRATION	$1,886,244
STAYWELL HEALTH MANAGMENT
3000 AMES CROSSING ROAD STE 100	SAINT PAUL	MN	55121	PHARMACY BENEFIT ADMINISTRATION	$520,882

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	15	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS	900099	$277,277,235	$277,277,235
PARTICIPANT CONTRIBUTIONS	900099	$16,581,227	$16,581,227
PRESCRIPTION REBATES	900099	$4,232,298	$4,232,298

Field	Value	IRS element (for citing)
Total Program Service Revenue	$298,090,760	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,294,239	TotalRevenueColumnAmt
Exclusion	$4,294,239	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$35,299,813	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$31,386,725	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$3,913,088	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,913,088	TotalRevenueColumnAmt
Exclusion	$3,913,088	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$306,298,087	TotalRevenueColumnAmt
Related Or Exempt Func Income	$298,090,760	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$8,207,327	ExclusionAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$249,046,537	TotalAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$5,626,375	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$520,664	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$129,060	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$63,614	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$17,257,218	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$860,484	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$28,564	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$69,316	TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt
PCORI TAX	$96,077
NEWSLETTER EXPENSE	$29,897

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$273,727,806	TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$75,628,778	BOYAmt
EOY	$106,428,842	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$27,391,358	BOYAmt
EOY	$25,741,606	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$666,960	BOYAmt
EOY	$126,569	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$137,122,016	BOYAmt
EOY	$148,698,976	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$16,997,504	BOYAmt
EOY	$9,646,181	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$257,806,616	BOYAmt
EOY	$290,642,174	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$393,190	BOYAmt
EOY	$527,210	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$87,204,746	BOYAmt
EOY	$75,844,658	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$87,597,936	BOYAmt
EOY	$76,371,868	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind

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	$170,208,680	BOYAmt
EOY	$214,270,306	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$170,208,680	BOYAmt
EOY	$214,270,306	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$257,806,616	BOYAmt
EOY	$290,642,174	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$32,570,281	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$2,380,545	NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments	$13,871,890	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
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
IBNR AND ESTIMATED CLAIMS PAYABLE	$31,837,658
ACCUMULATED ELIGIBILITY CREDITS	$44,007,000

Field	Value	IRS element (for citing)
Total Liability	$75,844,658	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$303,853,928	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$2,380,545	NetUnrealizedGainsInvstAmt
Revenue Not Reported	-$2,380,545	RevenueNotReportedAmt
Revenue Subtotal	$306,234,473	RevenueSubtotalAmt
Investment Expenses Not Incld	$63,614	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$63,614	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$306,298,087	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$271,152,390	TotExpnsEtcAuditedFinclStmtAmt
Prior Year Adjustments	-$13,871,890	PriorYearAdjustmentsAmt
Expenses Not Reported	-$13,871,890	ExpensesNotReportedAmt
Expenses Subtotal	$285,024,280	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$63,614	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	-$11,360,088	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	-$11,296,474	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$273,727,806	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART X, LINE 2:

ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX ASSET OR LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2016.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

CHANGE IN BENEFIT OBLIGATIONS

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
TODD CROSBY
TRUSTEE - PAST	$0	$0	$0	$0	$0	$156,182	$0	$0	$0	$16,739	$0	$172,921	$0	$0
FAYE GUENTHER
TRUSTEE/SECRETARY	$0	$0	$0	$0	$0	$143,613	$0	$0	$0	$16,739	$0	$160,352	$0	$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3	THE ORGANIZATION HAS CONTRACTED WITH ZENITH AMERICAN SOLUTIONS, INC. TO PROVIDE DAY-TO-DAY ADMINISTRATIVE SERVICES TO THE ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 11B	IN ADDITION TO PROVIDING A COMPLETE COPY OF THIS FORM 990 TO ALL OF THE TRUSTEES OF THE TRUST, THE FORM 990 IS REVIEWED BY THE EXECUTIVE COMMITTEE PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C	THE CONFLICT-OF-INTEREST POLICY PERTAINS TO ALL TRUSTEES AND SERVICE PROVIDERS WHO CAN INFLUENCE THE ACTIONS OF THE TRUST. A CONFLICT OF INTEREST INCLUDES AN INTEREST, DIRECT OR INDIRECT, OF A TRUSTEE OR SERVICE PROVIDER TO A TRUST, WHICH MAY RESULT IN THE TRUSTEE OR SERVICE PROVIDER BENEFITING FINANCIALLY FROM A DECISION MADE IN RELATION TO HIS OR HER CAPACITY AS A TRUSTEE OR SERVICE PROVIDER TO THE TRUST. DISCLOSURES OF POSSIBLE CONFLICTS OF INTEREST ARE MADE TO EITHER THE SECRETARY OR THE CHAIRMAN OF THE TRUST. THE TRUSTEES DETERMINE IF A CONFLICT OF INTEREST EXISTS. THE DECISION OF THE TRUSTEES, IN RELATION TO A CONFLICT OF INTEREST, IS BINDING AND FINAL.
FORM 990, PART VI, SECTION C, LINE 19	UPON REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
FORM 990, PART VII, SECTION A, LINE 1A	TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION REPORTED ON PART VII, SECTION A REPRESENTS COMPENSATION PAID TO THOSE TRUSTEES EMPLOYED BY A LABOR UNION, A RELATED TAX-EXEMPT ORGANIZATION. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE RELATED TAX-EXEMPT ORGANIZATIONS' FORM 990, FILED WITH THE INTERNAL REVENUE SERVICE. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE TRUST'S THIRD-PARTY ADMINISTRATOR, ZENITH AMERICAN SOLUTIONS, INC.
FORM 990, PART XII, LINE 2C:	THE BOARD OF TRUSTEES HAVE RESPONSIBILTY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED
FORM 990, PART V, LINE 1A	THE TRUST DOES NOT ISSUE FORMS 1099 DIRECTLY TO REPORTABLE SERVICE PROVIDERS. RATHER, THE CONTRACT ADMINISTRATOR USES THEIR EMPLOYER IDENTIFICATION NUMBER FOR THE FORMS 1099 ISSUED ON BEHALF OF THE TRUST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Direct Controlling NADirectControllingNACd	Controlled OrganizationControlledOrganizationInd
SOUND RETIREMENT TRUST
11724 NE 195TH STREET SUITE 300	BOTHELL	WA	98011	916069306	TO PROVIDE PENSION BENEFITS	WA	501(A)	N/A	N/A	0
SOUND HEALTH & WELLNESS RETIREE TRUST
11724 NE 195TH STREET SUITE 300	BOTHELL	WA	98011	911950259	TO PROVIDE RETIREE HEALTH AND WELFARE BENEFITS	WA	501(C) 9	N/A	N/A	0
UFCW LOCAL UNION 367
6403 LAKEWOOD DRIVE WEST	TACOMA	WA	98467	910383680	LOCAL UNION	WA	501(C) 5	N/A	N/A	0
UFCW LOCAL UNION 1439
1719 NORTH ATLANTIC STREET	SPOKANE	WA	99205	910487097	LOCAL UNION	WA	501(C) 5	N/A	N/A	0
UFCW LOCAL UNION 21
5030 FIRST AVENUE SOUTH STE 200	SEATTLE	WA	98134	203286319	LOCAL UNION	WA	501(C) 5	N/A	N/A	0
GENERAL TEAMSTERS LOCAL UNION 38
2601 EVERETT AVENUE	EVERETT	WA	98201	910267959	LOCAL UNION	WA	501(C) 5	N/A	N/A	0
ALLIED EMPLOYERS INC
4030 LAKE WASHINGTON BLVD NE STE 20	KIRKLAND	WA	98033	910698183	SPONSORING ASSOCIATION	WA	501(C) 6	N/A	N/A	0

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	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS	FormAndLineReferenceDesc
Explanation	THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF MARCH 31, 2019 THERE ARE APPROXIMATELY 98 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES, AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (DISREGARDED ENTITY, TAX-EXEMPT ORGANIZATION, PARTNERSHIP, TAXABLE CORPORATION OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. ABERDEEN OFFICE EQUIPMENT AFFORDABLE DENTAL CARE BURIEN CLINIC AFFORDABLE ALBERTSON'S COMPANIES ALLIED EMPLOYERS, INC. AHMR, INC ASHLEY HOUSE AVENUE DENTAL CARE BALLARD PLAZA PHARMACY BARTELL DRUG CO BAVARIAN MEAT PRODUCTS BERTS RED APPLE MARKET BLUHER'S DBA FARMHOUSE MKT BORNSTEIN SEAFOOD INC THE MARKETS LLC CAMANO PLAZA MARKET CAP FOODS DBA WEST SEA THFTWY CITY CENTER DRUG CLAUS MEAT MARKET CROWN DRUG COMPANY CORNELL'S VALLEY RX & HOMECARE DON & JOES MEATS DEL TEET FURNITURE BYRNIE UTZ MEN'S HAT STORE EB MANAGEMENT COMPANY EKMAN & THULIN P.S. ELMA & RAYMOND THRIFTWAYS FORKS OUTFITTERS FRANCO THE TAILOR, INC KROGER DBA FRED MEYER GORDONS SELECT GROCERY HARBOR DRUG INC HARBORS HOME HEALTH/HOSPICE HARRISON MEDICAL CENTER HUDSON GROUP ILWU LOCAL #23 JEFFERSON COUNTY JEFFERSON HEALTHCARE JEFFERSON FAMILY PHARMACY KEN'S CORNER RED APPLE KATTERMAN'S SAND POINT PHARM KC FOODS PUGET SOUND LABOR AGENCY KENT VALLEY OPTICAL KROGER DBA FRED MEYER KROGER DBA QFC LABORER'S INTERNATIONAL #252 SANDPOINT CLINIC PHARMACY ABERDEEN HEALTH MART METROPOLITAN MARKETS MID-VALLEY HOSPITAL N MASON SCHOOL DIST #403 NW ADMINISTRATORS OMAK PHARMACY BIMBO BAKERIES USA OSTROM'S DRUG & GIFT ALPINE DENTAL CARE PAYLESS FOODS BALLINGER THRIFTWAY PICK-RITE INC PIERCE CTY CENTRAL LABOR COUNC POULSBO RED APPLE PRAIRIE CENTER RED APPLE MKT KROGER DBA QFC RALPH'S RED APPLE REWARDS DENTAL ROSE & ASSOCIATES, LLC SAAR'S INC RAYMOND PHARMACY SEQUIM SCHOOL DIST #323 SAFEWAY STORES INC SOUTH BEND PHARMACY SOINES DBA RED WING SHOE STORE SOUTHGATE DRUG COMPANY SPANAWAY WATER CO. INC STADIUM THRIFTWAY STERLING DENTAL CARE ST JOSEPH'S MEDICAL CENTER STORMAN'S SUNRISE DENTAL SWAIN'S GENERAL STORE SWANSON'S FOOD PIONEER SELECT MARKET TACOMA LONGSHOREMEN CR UNION HAGGEN INC TOWN & COUNTRY UFCW LOCAL #21 UFCW LOCAL 367 SUPERVALU MEAT WAREHOUSE UNITED WAY OF SKAGIT CO FRANZ FAMILY BAKERIES UWAJIMAYA INC THE VALU DRUG CO ISLAND MKT CO DBA VASHON THRWY VASHON MARKET FRESH IGA WEISFIELD/STERLING INC WOODSIDE/BRASETH GALLERY ZENITH AMERICAN SOLUTIONS	ExplanationTxt