ALASKA PIPE TRADES-367 U A HEALTH & SECURITY TRUST: Form 990, tax year 2019
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- Organization
- ALASKA PIPE TRADES-367 U A HEALTH & SECURITY TRUST (EIN 92-0035263)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-29
- IRS object ID
- 202023039349301807
- Schema version
- 2019v5.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-29T12:41:29-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 208149084 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANASTASI MOORE & MARTIN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 S WASHINGTON ST STE 600 | AddressLine1Txt |
| City | SPOKANE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 920035263 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALASKA PIPE TRADES UA 367 HEALTH AND | BusinessNameLine1Txt |
| Business Name Line2 | SECURITY PLAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALAS | BusinessNameControlTxt |
| Phone | 2062163476 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11724 NE 195TH STREET NO 300 | AddressLine1Txt |
| City | BOTHELL | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98011 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AARON PLIKAT | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 9075622810 | PhoneNum |
| Signature | 2020-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL J ANASTASI | PreparerPersonNm |
| PTIN | P00395796 | PTIN |
| Phone | 5093230272 | PhoneNum |
| Preparation | 2020-10-27 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.141.209.234 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-27 | IPDt |
| IP Tm | 18:44:06 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 46CAEAA8ACE1A846D2D686457D1D3826578CD455 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | AARON PLIKAT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 WEST 54TH AVENUE | AddressLine1Txt |
| City | ANCHORAGE | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 99502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,261,051 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1960 | FormationYr |
| Legal Domicile State | AK | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH AND SECURITY BENEFITS TO QUALIFIED PARTICIPANTS OF THE PLAN | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $33,803 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,367,281 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,952,242 | CYProgramServiceRevenueAmt |
| PY Investment Income | $489,070 | PYInvestmentIncomeAmt |
| CY Investment Income | $251,752 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $10,856,351 | PYTotalRevenueAmt |
| CY Total Revenue | $10,203,994 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $7,510,192 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $6,879,365 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $88,651 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $30,788 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $551,112 | PYOtherExpensesAmt |
| CY Other Expenses | $661,460 | CYOtherExpensesAmt |
| PY Total Expenses | $8,149,955 | PYTotalExpensesAmt |
| CY Total Expenses | $7,571,613 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,706,396 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,632,381 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,822,605 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,931,707 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,941,791 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,520,340 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,880,814 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,411,367 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTH AND SECURITY BENEFITS TO QUALIFIED PARTICIPANTS OF THE PLAN | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO PROVIDE HEALTH AND SECURITY BENEFITS TO QUALIFIED PARTICIPANTS OF THE PLAN | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 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 | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiledInd |
| 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 |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | 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 | 0 | 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 | 2062163476 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11724 NORTHEAST 195TH STREET | AddressLine1Txt |
| City | BOTHELL | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| PETE NOLFI | |||||||
| UNION TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GENE BAY | |||||||
| UNION TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| EVERETT COLLINS III | |||||||
| UNION TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN CAREY | |||||||
| MANAGEMENT TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN MILLER | |||||||
| MANAGEMENT TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BILL GOODALE | |||||||
| MANAGEMENT TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| AARON PLIKAT | |||||||
| CHAIRMAN | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JIM RAFTER | |||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS INC | |||||
| 11724 NORTHEAST 195TH STREET SUITE | BOTHELL | WA | 98011 | THIRD PARTY ADMINISTRATOR | $239,861 |
| AETNA INC | |||||
| 151 FARMINGTON AVENUE | HARTFORD | CT | 06156 | CLAIMS PROCESSING | $114,347 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYERS CONTRIBUTIONS | 900099 | $9,845,141 | $9,845,141 |
| SELF-PAY CONTRIBUTIONS | 900099 | $107,101 | $107,101 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,952,242 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $217,949 | TotalRevenueColumnAmt |
| Exclusion | $217,949 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $90,860 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $57,057 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $33,803 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,803 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $33,803 | UnrelatedBusinessRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,203,994 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,952,242 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $33,803 | UnrelatedBusinessRevenueAmt |
| Exclusion | $217,949 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,879,365 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,081 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,707 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,522 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,911 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,605 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $416,290 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,651 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,427 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,054 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,571,613 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,952,046 | BOYAmt |
| EOY | $5,989,961 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,117,202 | BOYAmt |
| EOY | $1,258,953 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,140 | BOYAmt |
| EOY | $10,778 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,743,217 | BOYAmt |
| EOY | $7,672,015 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,822,605 | BOYAmt |
| EOY | $14,931,707 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,437 | BOYAmt |
| EOY | $79,518 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,354 | BOYAmt |
| EOY | $10,822 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,790,000 | BOYAmt |
| EOY | $3,430,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,941,791 | BOYAmt |
| EOY | $3,520,340 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,880,814 | BOYAmt |
| EOY | $11,411,367 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,880,814 | BOYAmt |
| EOY | $11,411,367 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,822,605 | BOYAmt |
| EOY | $14,931,707 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,632,381 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $838,172 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $60,000 | 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 |
|---|---|
| CLAIMS PAYABLE AND ESTIMATED CLAIMS INCURRED BUT NOT REPORTED | $1,700,000 |
| LIABILITY FOR ACCUMULATED ELIGIBILITY CREDITS | $1,730,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,430,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,985,561 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $838,172 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $838,172 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,147,389 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $56,605 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $56,605 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,203,994 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,815,008 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,815,008 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $56,605 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$300,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$243,395 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,571,613 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 2019 AND 2018 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, 2019, 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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 | NO REVIEW WAS OR WILL BE CONDUCTED |
| 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 XI, LINE 9: | CHANGE IN LIABILITY FOR ACCUMULATED ELIGIBILITY CREDITS 60,000. |
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|
| AZ PIPE TRADES-UA LOCAL 469 PL | ||||
| 3109 N 24TH ST | PHOENIX | AZ | 85016 | AZ |
| FAIRBANKS P&P HLTH & WELFARE L | ||||
| 3980 BOAT ST | FAIRBAKS | AK | 99709 | AK |
| LOCAL UNION 598 PLUMBING & PIP | ||||
| 5331 S MACADAM AVE SUITE 220 | PORTLAND | OR | 97239 | OR |
| STEAMFITTERS LU 449 | ||||
| 1517 WOODRUFF ST | PITTSBURGH | PA | 15220 | PA |
| UA LOCAL 290 PLUMBERS & STEAMF | ||||
| 20210 SW TETON AVE | TUALATIN | OR | 97062 | OR |
| UA LOCAL 367 | ||||
| 610 W 54TH AVE | ANCHORAGE | AK | 99518 | AK |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|
| ARCTIC CHILL & HEATING SOLUTIO | ||||
| 7133 ARCTIC BLVD STE 7 | ANCHORAGE | AK | 99518 | AK |
| CRL SERVICES | ||||
| 6120 A ST | ANCHORAGE | AK | 99518 | AK |
| LAST FRONTIER MECHANICAL LLC | ||||
| 6100 A ST | ANCHORAGE | AK | 99518 | AK |
| LIVING WATERS PLUMBING & MECHA | ||||
| 5630 SILVERADO WAY UNIT 9 | ANCHORAGE | AK | 99518 | AK |
| MAIN LINE MECHANICAL LLC | ||||
| 9138 ARLON ST | ANCHORAGE | AK | 99507 | AK |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|
| ALASKA MECHANICAL INC | ||||
| 8540 DIMOND D CIR | ANCHORAGE | AK | 99515 | AK |
| ARCTIC REFRIGERATION & AIR CON | ||||
| 500 W POTTER DR 100 | ANCHORAGE | AK | 99518 | AK |
| BEHRENDS MECHANICAL | ||||
| 1782 ANKA ST | JUNEAU | AK | 99801 | AK |
| BERING INDUSTRIAL CONTRACTORS | ||||
| 23124 100TH AVE | EDMONDS | WA | 98020 | WA |
| CENTRAL PLUMBING & HEATING | ||||
| 212 E INTERNATIONAL AIRPORT RD | ANCHORAGE | AK | 99518 | AK |
| COOL AIR MECHANICAL INC | ||||
| 6132 NIELSEN WAY | ANCHORAGE | AK | 99518 | AK |
| HARRI PLUMBING & HEATING | ||||
| 809 W 12TH ST | JUNEAU | AK | 99801 | AK |
| HOUSTON CONTRACTING CO | ||||
| 3900 C ST 701 | ANCHORAGE | AK | 99503 | AK |
| INSIDE PASSAGE MECHANICAL | ||||
| 81947 ERIN ST | JUNEAU | AK | 99801 | AK |
| KETCHIKAN MECHANICAL INC | ||||
| 1220 COPPER RIDGE LN | KETCHIKAN | AK | 99901 | AK |
| MANTECH MECHANICAL | ||||
| 7401 ARCTIC BLVD | ANCHORAGE | AK | 99518 | AK |
| MECHANICAL BUILDERS INC | ||||
| 3305 ARCTIC BOULEVARD 201 | ANCHORAGE | AK | 99503 | AK |
| MECHANICAL CONSTRUCTION & CONS | ||||
| 720 W 58TH AVE E | ANCHORAGE | AK | 99518 | AK |
| NORCOAST MECHANICAL | ||||
| 6136 MACKAY ST | ANCHORAGE | AK | 99518 | AK |
| PENINSULA PLUMBING | ||||
| 801 SOUNDVIEW AVE | HOMER | AK | 99603 | AK |
| PINNACLE MECHANICAL INC | ||||
| 5821 ARCTIC BLVD D | ANCHORAGE | AK | 99518 | AK |
| REFRIGERATION UNLIMITED INC | ||||
| 5102 20TH ST E 102 | FIFE | WA | 98424 | WA |
| SCHMOLCK MECHANICAL | ||||
| 949 STEDMAN ST | KETCHIKAN | AK | 99901 | AK |
| SHEET METAL INC | ||||
| 6517 ARCTIC SPUR ROAD | ANCHORAGE | AK | 99518 | AK |
| SUPERIOR PLUMBING & HEATING | ||||
| 11631 23RD AVE SW | BURIEN | WA | 98146 | WA |
| WESTWARD SEAFOODS | ||||
| CAPTAINS BAY ROADPO BOX 920608 | DUTCH HARBOR | AK | 99692 | AK |
| WOLF CREEK FEDERAL SERVICES | ||||
| 3800 CENTERPOINT DRIVE SUITE 1200 | ANCHORAGE | AK | 99503 | AK |
| 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 | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| TRANSACTIONS WITH RELATED TAX-EXEMPT ORGANIZATIONS (SEE PART II) | ||
| S | $593,504 | CASH |
| TRANSACTIONS WITH RELATED PARNERSHIPS (SEE PART III) | ||
| S | $422,666 | CASH |
| TRANSACTIONS WITH RELATED CORPORATIONS OR TRUSTS (SEE PART IV) | ||
| S | $4,987,591 | CASH |