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ALASKA ELECTRICAL HEALTH AND WELFARE FUND: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ALASKA ELECTRICAL HEALTH AND WELFARE FUND (EIN 92-6001972)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-10-30
IRS object ID
202013049349302256
Schema version
2019v5.0
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)
Return2020-10-30T19:00:43-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN926001972EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALASKA ELECTRICAL HEALTH & WELFAREBusinessNameLine1Txt
Business Name Line2FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlALASBusinessNameControlTxt
Phone9072761246PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1701 E TUDOR SUITE 200AddressLine1Txt
CityANCHORAGECityNm
State AbbreviationAKStateAbbreviationCd
ZIP99503ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLARRY BELLPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9072761246PhoneNum
Signature2020-10-30SignatureDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address69.161.29.162IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-10-30IPDt
IP Tm19:00:43IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id63601DE644FDB28A8097CB22FC6C766097FF018AAtSubmissionCreationDeviceId
At Submission Filing Device Id9F6D544022B352F970339CABFA21AC875F51C2EFAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLARRY BELLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1712 WEST 36TH AVENUEAddressLine1Txt
CityANCHORAGECityNm
State AbbreviationAKStateAbbreviationCd
ZIP99503ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$77,469,961GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.AETF.COMWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1961FormationYr
Legal Domicile StateAKLegalDomicileStateCd
Activity Or MissionTO PROVIDE AND MAINTAIN HEALTH AND WELFARE BENEFITSActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee91TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$72,505,382PYProgramServiceRevenueAmt
CY Program Service Revenue$76,987,485CYProgramServiceRevenueAmt
PY Investment Income$304,818PYInvestmentIncomeAmt
CY Investment Income$482,277CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$72,810,200PYTotalRevenueAmt
CY Total Revenue$77,469,762CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$67,579,787PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$71,197,155CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,052,680PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,050,602CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$901,605PYOtherExpensesAmt
CY Other Expenses$836,170CYOtherExpensesAmt
PY Total Expenses$69,534,072PYTotalExpensesAmt
CY Total Expenses$73,083,927CYTotalExpensesAmt
PY Revenues Less Expenses$3,276,128PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$4,385,835CYRevenuesLessExpensesAmt
Total Assets BOY$29,586,507TotalAssetsBOYAmt
Total Assets EOY$35,763,705TotalAssetsEOYAmt
Total Liabilities BOY$28,474,788TotalLiabilitiesBOYAmt
Total Liabilities EOY$30,083,420TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,111,719NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,680,285NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE AND MAINTAIN HEALTH AND WELFARE BENEFITSMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescMEDICAL, DENTAL, VISION, AND PRESCRIPTION CLAIMS PAID FOR PARTICIPANT BENEFITSDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescGROUP INSURANCE PREMIUMS FOR LIFE, AD&D, AND STOP LOSS COVERAGEDesc
FieldValueIRS element (for citing)
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee91EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressYes (true)OfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonGREGORY R STOKESPersonNm
Phone9072761246PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ALASKA ELECTRICAL TRUST FUNDSAddressLine1Txt
Address Line2701 E TUDOR RD STE 200AddressLine2Txt
CityANCHORAGECityNm
State AbbreviationAKStateAbbreviationCd
ZIP99503ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
LARRY BELL
TRUSTEE1.003.00Yes (X)$0$0$0
JESSE HALE
TRUSTEE1.000.00Yes (X)$0$0$0
PAUL LANTZ
TRUSTEE1.000.00Yes (X)$0$0$0
CHUCK PLATT
TRUSTEE1.000.00Yes (X)$0$0$0
DIEDRE WILLIAMS
TRUSTEE1.000.00Yes (X)$0$0$0
KNUTE ANDERSON
TRUSTEE1.002.00Yes (X)$0$0$0
PAMELA CLINE
TRUSTEE1.000.00Yes (X)$0$0$0
DAVE REAVES
TRUSTEE1.003.00Yes (X)$0$0$0
DIANA RUHL
TRUSTEE1.000.00Yes (X)$0$0$0
DOUG TANSY
TRUSTEE1.000.00Yes (X)$0$0$0
GREGORY R STOKES
ADMINISTRATO17.0023.00$88,797$118,453$126,441Yes (X)
CATHERINE LAURIO
CONTROLLER14.0026.00$43,416$83,927$95,112Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$132,213TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$202,380TotReportableCompRltdOrgAmt
Total Other Compensation$221,553TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
AETNA
PO BOX 100615PASADENACA911890615CLAIMS PYR NTWK$708,733
ZENITH AMERICAN SOLUTIONS
18861 90TH AVENUE STE AMOKENAIL60448THIRD PARTY ADM$435,502
HEALTH CARE COST MANAGEMENT COOP
3000 A STREET 300ANCHORAGEAK99503CONTRACT NEGO.$176,797
ZELIS CLAIMS INTEGRITY INC
2 CROSSROADS DRIVEBEDMINSTERNJ07921NETWORK REVIEW$137,829
TELEDOC HEALTH
1945 LAKEPOINTE DRLEWISVILLETX75057TELEMEDICINE MG$130,698
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K6CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$64,453,882$64,453,882
EMPLOYEE CONTRIBUTIONS525100$12,533,603$12,533,603
FieldValueIRS element (for citing)
Total Program Service Revenue$76,987,485TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$482,275TotalRevenueColumnAmt
Exclusion$482,275ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$201SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$199SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2TotalRevenueColumnAmt
Exclusion$2ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$77,469,762TotalRevenueColumnAmt
Related Or Exempt Func Income$76,987,485RelatedOrExemptFuncIncomeAmt
Exclusion$482,277ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$71,197,155TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$118,228TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$501,897TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$152,443TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$230,307TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$47,727TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$62,627TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$51,192TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$65,433TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$147,497TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$206,673TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$56,224TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$136,009TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$4,301TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$33,183TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$23,794TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$40,494TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescOTHER EXPENSESDesc
Total$8,743TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$73,083,927TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,576,115BOYAmt
EOY$2,773,778EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$530,321BOYAmt
EOY$44,236EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,739,515BOYAmt
EOY$5,427,697EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$25,962BOYAmt
EOY$38,729EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$309,525LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$249,068LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$35,767BOYAmt
EOY$60,457EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$22,033,506BOYAmt
EOY$25,727,963EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$645,321BOYAmt
EOY$1,690,845EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$29,586,507BOYAmt
EOY$35,763,705EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$426,666BOYAmt
EOY$504,698EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$28,048,122BOYAmt
EOY$29,578,722EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$28,474,788BOYAmt
EOY$30,083,420EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$1,111,719BOYAmt
EOY$5,680,285EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,111,719BOYAmt
EOY$5,680,285EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$29,586,507BOYAmt
EOY$35,763,705EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$4,385,835ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$182,736NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$5PriorPeriodAdjustmentsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$309,525OtherCostOrOtherBasisAmt
Depreciation$249,068DepreciationAmt
Book Value$60,457BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$60,457TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
EST BENEFITS ON ACCUM ELIGIBILITY$17,167,775
HEALTH CLAIMS PAYABLE & IBNR$12,410,947
FieldValueIRS element (for citing)
Total Liability$29,578,722TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$77,587,065TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$182,736NetUnrealizedGainsInvstAmt
Revenue Not Reported$182,736RevenueNotReportedAmt
Revenue Subtotal$77,404,329RevenueSubtotalAmt
Investment Expenses Not Incld$65,433InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$65,433RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$77,469,762TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$71,487,894TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$71,487,894ExpensesSubtotalAmt
Investment Expenses Not Incld2$65,433InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$1,530,600OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1,596,033ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$73,083,927TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 3, PART XACCOUNTING 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 ORGANIZATION 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, 2019, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 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 YEARS PRIOR TO 2016.
SCHEDULE D, PAGE 4, PART XII, LINE 4BIBNR AND ESTIMATED FUTURE BENEFITS 1,530,600

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredfalseSubstantiationRequiredInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmt
GREGORY R STOKES
ADMINISTRATOR$78,586$104,835$10,211$13,618$43,535$58,063$10,645$14,198$142,977$190,714
CATHERINE LAURIO
CONTROLLER$42,201$81,564$1,215$2,363$23,863$46,406$8,437$16,406$75,716$146,739

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 2DAVE REAVES KNUTE ANDERSON TRUSTEE TRUSTEE BUSINESS RELATIONSHIP
FORM 990, PAGE 6, PART VI, LINE 9LARRY BELL 712 WEST 36TH AVENUE ANCHORAGE, AK 99503 JESSE HALE P.O. BOX 91499 ANCHORAGE, AK 99509 PAUL LANTZ 7941 SANDLEWOOD PLACE ANCHORAGE, AK 99507 CHUCK PLATT P.O. BOX 34977 JUNEAU, AK 99803 DIEDRE WILLIAMS 600 TELEPHONE AVENUE MS 15 ANCHORAGE, AK 99503 KNUTE ANDERSON PO BOX 55422 NORTH POLE, AK 99705 PAMELA CLINE 3333 DENALI STREET SUITE 200 ANCHORAGE, AK 99503 DAVE REAVES 3333 DENALI STREET SUITE 200 ANCHORAGE, AK 99503 DIANA RUHL 3333 DENALI STREET SUITE 200 ANCHORAGE, AK 99503 DOUG TANSY 200 AIRPORT WAY FAIRBANKS, AK 99701
FORM 990, PAGE 6, PART VI, LINE 11BTHE 990 IS PREPARED AND REVIEWED AT THE DETAIL LEVEL BY THE CONTROLLER AND ACCOUNTING STAFF AND PROVIDED TO THE TRUSTEES PRIOR TO FILING. KEY SECTIONS ARE THEN REVIEWED BY CLA AT A HIGH LEVEL. CLA DOES NOT SIGN THE RETURN. IT IS SIGNED BY TWO TRUSTEES OF THE PLAN.
FORM 990, PAGE 6, PART VI, LINE 12CPERIODIC REVIEWS ARE PERFORMED BY THE TRUSTEES. THE PRACTICES FOR MONITORING PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND FOR DEALING WITH POTENTIAL OR ACTUAL CONFLICTS ARE AS FOLLOWS: INTERESTED PERSON(S), THAT IS A PERSON(S) COVERED BY THIS POLICY, ARE DEFINED AS A TRUSTEE(S) WHO HAS DIRECT OR INDIRECT FINANCIAL INTEREST RELATED TO AN ACTUAL OR POTENTIAL TRUST TRANSACTION OR ARRANGEMENT. IN CONNECTION TO AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF FINANCIAL INTEREST AND BE GIVEN AN OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO ANY OTHER TRUSTEES WHO ARE CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS THE INTERESTED PERSON SHALL LEAVE THE MEETING; THE REMAINING TRUSTEES SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. AN INTERESTED PERSON WITH A CONFLICT OF INTEREST MAY NOT BE PRESENT DURING DISCUSSION OF AND VOTE ON THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE CHAIRMAN MAY APPOINT SOMEONE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. IF NOT, THE TRUSTEES SHALL DETERMINE IF THE TRANSACTION OR ARRANGEMENT IS IN THE TRUST'S BEST INTEREST AND IF IT IS FAIR OR REASONABLE.
FORM 990, PAGE 6, PART VI, LINE 15AREVIEW IS PERFORMED BY TRUSTEES (MEMBERS OF THE ADMINISTRATIVE COMMITTEE). THE ALASKA CONSUMER PRICE INDEX IS USED TO DETERMINE COMPARABILITY. CONTEMPORANEOUS SUBSTANTIATION TAKES THE FORM OF A MEMO FROM THE ADMINISTRATIVE COMMITTEE. THE POSITIONS FOR WHICH THE DESCRIBED PROCESS IS USED ARE THE ADMINISTRATOR AND THE REAL ESTATE MANAGER, AND THE PROCESS WAS LAST PERFORMED FOR BOTH OF THESE POSITIONS DURING 2017.
FORM 990, PAGE 6, PART VI, LINE 19THE SUMMARY ANNUAL REPORT IS SENT OUT TO ALL MEMBERS/PARTICIPANTS PROVIDING A SUMMARY OF THE YEAR'S FINANCIAL ACTIVITIES AND NOTIFICATION THAT THE COMPLETE ANNUAL FILING WITH EBSA, INCLUDING THE FORM 5500 AND FINANCIAL STATEMENTS, IS AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (28 entries)

Business Name Line2DisregardedEntityName/BusinessNameLine2TxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxt
ALASKA AFL-CIO
0365N/Afalse
ALASKA WORKS PARTNERSHIP INC
0370N/Afalse
ALASKA CHAPTER NECA INC
0388N/Afalse712 W 36TH AVEANCHORAGEAK99503920018638EMPR ASSOCAK501C6
ALASKA ELECTRICAL PENSION PLAN
0522N/Afalse701 E TUDOR SUITE 200ANCHORAGEAK99503926005171PENSIONAK401A
ALASKA ELECTRICAL MONEY PURCHASE
0522N/Afalse701 E TUDOR SUITE 200ANCHORAGEAK99503926005171PENSIONAK401A
ALASKA ELECTRICAL LEGAL PLAN
0522N/Afalse701 E TUDOR SUITE 200ANCHORAGEAK99503920058156LEGAL PLANAK501C9
BARROW UTILITIES & ELECTRIC COOP
1460N/Afalse
CHUGACH ELECTRIC ASSOCIATION
1886N/Afalse
MUNICIPALITY OF ANCHORAGE ML&P
1950N/Afalse
MUNICIPALITY OF ANCHORAGE
2060N/Afalse
CITY OF FAIRBANKS
2339N/Afalse
NOME JOINT UTILITIES
2360N/Afalse
CITY OF SEWARD
2410N/Afalse
COPPER VALLEY ELECTRIC
2990N/Afalse
COPPER VALLEY TELEPHONE COOP
2991N/Afalse
CORDOVA ELECTRIC COOPERATIVE INC
3055N/Afalse
GOLDEN VALLEY ELECTRIC ASSOCIATION
4515N/Afalse
HOMER ELECTRIC ASSOCIATION INC
5035N/Afalse
IBEW LOCAL 1547
5107N/Afalse3333 DENALI STREETANCHORAGEAK99503920013179UNIONAK501C5
ALASKA JOINT ELECTRICAL APPRENTICE
5593N/Afalse
CITY OF KETCHIKAN & KETCHIKAN PUBLI
5720N/Afalse
KETCHIKAN GATEWAY BOROUGH
5722N/Afalse
KODIAK ISLAND BOROUGH
5828N/Afalse
KODIAK ELECTRIC ASSOCIATION INC
5850N/Afalse
MATANUSKA ELECTRIC ASSOCIATION
6305N/Afalse
MATANUSKA TELEPHONE ASSOCIATION
6308N/Afalse
NAKNEK ELECTRIC ASSOC INC
6890N/Afalse
SOUTHEAST AK POWER AGENCY (SEAPA)
8280N/Afalse

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (82 entries)

Business Name Line2RelatedOrganizationName/BusinessNameLine2TxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdEntity TypeEntityTypeTxt
PRECISION DIRECTIONAL DRILLING
0110N/Afalse
STEW'S ELECTRIC
0113N/Afalse
LITE INDUSTRIES INC
0120N/Afalse
LINEWORKS LLC
0121N/Afalse
TRIBUS SERVICES
0150N/Afalse
SPECTRE ELECTRIC
0160N/Afalse
VIKING CUSTOM BUILDERS INC
0180N/Afalse
PINNACLE TELECOM SERVICES
0200N/Afalse
AHTNA CONSTRUCTION
0250N/Afalse
ALASKA CRANE LTD
0259N/Afalse
CLARK MANAGEMENT
0270N/Afalse
NORTH STAR TERMINAL
0280N/Afalse
A&D DRILLING
0350N/Afalse
AT & T ALASCOM
0360N/Afalse
ALASKA DIRECTIONAL LLC
0398N/Afalse
ALASKA ELECTRIC LLC
0440N/Afalse
ALASKA ELECTRIC & CONTROL
0447N/Afalse
ALASKA ELECTRICAL LIGHT & POWER CO
0455N/Afalse
SOLAR ELECTRIC LLC
0530N/Afalse
ALASKA COMMUNICATIONS SYSTEMS
0671N/Afalse600 TELEPHONE AVE MS 15ANCHORAGEAK99503911921377TELECOMMUNAKC CORP
ALASKA LINEBUILDERS LLC
0725N/Afalse
ALASKA ROAD BORING COMPANY
0740N/Afalse
ALASKA INTEGRATED SERVICES
0748N/Afalse
ALASKA PRIME POWER
0755N/Afalse
ALCAN ELECTRICAL ENGINEERING INC
0845N/AfalsePO BOX 91499ANCHORAGEAK99509CONTRACTORAKC CORP
ALL SEASONS CONSTRUCTION CO
0940N/Afalse
ALL WIRE ELECTRIC LLC
1070N/Afalse
ARCTIC ELECTRIC INC
1190N/Afalse
ARCTIC SLOPE TECHNICAL SERVICES INC
1197N/Afalse
ASPLUNDH TREE EXPERT CO
1293N/Afalse
ATLANTIC PLANT MAINTENANCE
1326N/Afalse
B & B ELECTRIC INC
1437N/Afalse
CARLOS TREE SERVICE INC
1740N/Afalse
CHENEGA COMMERCIAL LEASING
1903N/Afalse
C&B CONSTRUCTION
2190N/Afalse
CHENEGA FACILITIES MANAGEMENT
2200N/Afalse
BERING STRAITS TECHNICAL SERVICES
2202N/Afalse
COCHRAN INC
2430N/Afalse
CONTROL CONTRACTORS INC
2850N/Afalse
DOYON UTILITIES LLC
3457N/Afalse
EAGLE WOLF ELECTRIC INC
3481N/Afalse
ELECTRIC POWER CONSTRUCTORS INC
3558N/Afalse
HOT WIRE LLC
3575N/Afalse
EVER ELECTRIC INC
3611N/Afalse
ENDEAVOR ELECTRIC INC
3632N/Afalse
5150 GLOBAL SOLUTIONS
3851N/Afalse
FIRST CITY ELECTRIC INC
3885N/Afalse
FULLFORD ELECTRIC INC
4110N/Afalse303 E VAN HORN RDFAIRBANKSAK99701920099751CONTRACTORAKC CORP
GENERAL CONSTRUCTORS
4180N/Afalse
GOLDEN HEART UTILITIES
4416N/Afalse
GMW FIRE PROTECTION INC
4483N/Afalse
NEW HORIZONS TELECOM INC
4992N/Afalse
HOUSTON CONTRACTING CO
5099N/Afalse
INTEGRITY NETWORK INC
5190N/Afalse
INDYNA INC
5326N/Afalse
KACHEMAK ELECTRIC CO INC
5610N/Afalse
LOWERY ELECTRIC
5950N/Afalse
LIBERTY ELECTRIC INC
6173N/Afalse
LOCAL ELECTRIC INC
6179N/Afalse
MICHELS CONSTRUCTION
6616N/Afalse
MORLEY ELECTRIC INC
6760N/Afalse
NORTHERN POWERLINE CONSTRUCTORS INC
7075N/Afalse7941 SANDLEWOOD PLACEANCHORAGEAK99507510562465CONTRACTORAKC CORP
NPC ENERGY SERVICES LLC
7096N/Afalse
PTP MANAGEMENT INC
7400N/Afalse
PRICE GREGORY
7686N/Afalse
ARCTEC ALASKA
7887N/Afalse
RANCO ELECTRIC
7918N/Afalse
SANDPIPER TELECOM LLC
8140N/Afalse
SAUER ELECTRIC INC
8190N/Afalse
SHERMAN TECHNOLOGIES LLC
8422N/Afalse
STEELHEAD ELECTRIC COMPANY
8620N/Afalse
STURGEON ELECTRIC COMPANY
8630N/Afalse
SOUTHEAST ELECTRIC LLC
8901N/Afalse
TEC ELECTIC INC
8920N/Afalse
SUPERIOR PLUMBING & HEATING
9012N/Afalse
STAR ELECTRIC INC
9078N/Afalse
TEMPTEL INC
9141N/Afalse
VECA ELECTRIC CO INC
9376N/Afalse
WOLF CREEK FEDERAL SERVICES
9413N/Afalse
WELLS GLOBAL WEST
9415N/Afalse
WIRED AK LLC
9450N/Afalse
YUKON ELECTRIC INC
9581N/Afalse718 W 53RD AVENUEANCHORAGEAK99518920168545CONTRACTORAKC CORP
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd