RETIREES WELFARE TRUST: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RETIREES WELFARE TRUST (EIN 91-6065367)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-30
- IRS object ID
- 202023049349301872
- 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 | 2020-10-30T15:06:51-05:00 | 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 | 916065367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RETIREE'S WELFARE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RETI | BusinessNameControlTxt |
| Phone | 2063294900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2323 EASTLAKE AVE E | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOE TESSIER | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 2063294900 | PhoneNum |
| Signature | 2020-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL ANASTASI | PreparerPersonNm |
| PTIN | P00395796 | PTIN |
| Phone | 5093230272 | PhoneNum |
| Preparation | 2020-10-28 | 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 | 2020-10-30 | IPDt |
| IP Tm | 14:51:37 | 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 | JOE TESSIER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2323 EASTLAKE AVE E | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $51,457,750 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1964 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH BENEFITS FOR RETIRED EMPLOYEES WHO MEET THE ELIGIBILITY RULES IN EFFECT WHEN THEY RETIRE AND/OR QUALIFIED MEMBERS OF THEIR FAMILY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 6 | 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 | $31,158,607 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $41,110,946 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,104,415 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,359,326 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $32,263,022 | PYTotalRevenueAmt |
| CY Total Revenue | $42,470,272 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $27,003,562 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $26,994,923 | 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 | $3,307,365 | PYOtherExpensesAmt |
| CY Other Expenses | $3,514,288 | CYOtherExpensesAmt |
| PY Total Expenses | $30,310,927 | PYTotalExpensesAmt |
| CY Total Expenses | $30,509,211 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,952,095 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $11,961,061 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $66,484,264 | TotalAssetsBOYAmt |
| Total Assets EOY | $80,896,989 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,114,410 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,772,131 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $61,369,854 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $76,124,858 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTH BENEFITS FOR RETIRED EMPLOYEES WHO MEET THE ELIGIBILITY RULES IN EFFECT WHEN THEY RETIRE AND/OR QUALIFIED MEMBERS OF THEIR FAMILY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE TRUST PROVIDES HEALTH BENEFITS FOR RETIRED PARTICIPANTS AND THEIR SPOUSES AND 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 |
| 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 | 1465 | 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 |
| 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 | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | 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 | NORTHWEST ADMINISTRATORS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2067263253 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2323 EASTLAKE AVE E | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981023305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 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 |
|---|---|---|---|---|---|---|---|
| ANTHOYNY DECOSMO | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RANDY ZEILER | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN C CHANDLER | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TED BUNSTINE | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOE TESSIER | |||||||
| CHAIRMAN | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BRIAN PERSON | |||||||
| 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 |
|---|---|---|---|---|---|
| NORTHWEST ADMINISTRATORS INC | |||||
| 2323 EASTLAKE AVENUE E | SEATTLE | WA | 981023393 | ADMINISTRATIVE SERVICES | $2,906,537 |
| PREMERA BLUE CROSS | |||||
| 7001 220TH STREET SW MS 103 | MOUNTLAKE TERRACE | WA | 98043 | PPO NETWORK | $287,793 |
| 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 |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $23,299,929 | $23,299,929 |
| RETIREE SELF-PAYMENTS | 900099 | $17,811,017 | $17,811,017 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $41,110,946 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,346,804 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,346,804 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,000,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,987,478 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,522 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,522 | TotalRevenueColumnAmt |
| Exclusion | $12,522 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,470,272 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $42,457,750 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,522 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,994,923 | TotalAmt |
| Program Services | $26,994,923 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,762,991 | TotalAmt |
| Program Services | $2,762,991 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,973 | TotalAmt |
| Program Services | $9,973 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,563 | TotalAmt |
| Program Services | $51,563 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,124 | TotalAmt |
| Program Services | $153,124 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $496,415 | TotalAmt |
| Program Services | $496,415 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,180 | TotalAmt |
| Program Services | $21,180 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,572 | TotalAmt |
| Program Services | $3,572 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,478 | TotalAmt |
| Program Services | $14,478 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ADMINISTRATIVE EX | Desc |
| Total | $992 | TotalAmt |
| Program Services | $992 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,509,211 | TotalAmt |
| Program Services | $30,509,211 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,893,082 | BOYAmt |
| EOY | $8,152,765 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,161,245 | BOYAmt |
| EOY | $2,266,991 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,280 | BOYAmt |
| EOY | $12,307 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,417,657 | BOYAmt |
| EOY | $70,464,926 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,484,264 | BOYAmt |
| EOY | $80,896,989 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,614,410 | BOYAmt |
| EOY | $2,122,131 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,500,000 | BOYAmt |
| EOY | $2,650,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,114,410 | BOYAmt |
| EOY | $4,772,131 | 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 | $61,369,854 | BOYAmt |
| EOY | $76,124,858 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,369,854 | BOYAmt |
| EOY | $76,124,858 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,484,264 | BOYAmt |
| EOY | $80,896,989 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $11,961,061 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,793,943 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLAIMS INCURRED BUT NOT REPORTED | Desc |
| Amt | $2,650,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,650,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $45,111,091 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,793,943 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,793,943 | RevenueNotReportedAmt |
| Revenue Subtotal | $42,317,148 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $153,124 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $153,124 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $42,470,272 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $30,197,436 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $30,197,436 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $153,124 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $158,651 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $311,775 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $30,509,211 | 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 IS QUALIFIED PURSUANT TO THE APPROPRIATE SECTION OF THE INTERNAL REVENUE CODE (IRC) AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE PLAN HAS OBTAINED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS), BUT HAS SINCE BEEN AMENDED. HOWEVER, THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THEREFORE, THEY BELIEVE THAT THE PLAN IS QUALIFIED, AND THE RELATED TRUST IS TAX-EXEMPT AS OF THE FINANCIAL STATEMENT DATE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. 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: | TOTAL OBLIGATIONS OTHER THAN POSTRETIREMENT BENEFIT OBLIGATIONS CY 2,927,177. TOTAL OBLIGATIONS OTHER THAN POSTRETIREMENT BENEFIT OBLIGATIONS PY -2,768,526. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE BOARD OF TRUSTEES HAS SELECTED A PROFESSIONAL THIRD PARTY ADMINISTRATOR TO RUN THE DAY TO DAY OPERATIONS OF THE TRUST. THE BOARD OF TRUSTEES RETAINS ULTIMATE RESPONSIBILITY FOR THE ACTIONS OF THE THIRD PARTY ADMINISTRATOR. |
| FORM 990, PART VI, SECTION B, LINE 11B | NO REVIEW WAS OR WILL BE CONDUCTED. |
| FORM 990, PART VI, SECTION B, LINE 12C | MANAGEMENT MONITORS POLICY FOR CONFLICTS OF INTEREST BY REVIEWING ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | EXAMINE WITHOUT CHARGE AT THE PLAN ADMINISTRATOR'S OFFICE AND AT UNION HALLS OF ALL PLAN DOCUMENTS INCLUDING INSURANCE CONTRACTS, COLLECTIVE BARGAINING AGREEMENTS, AND COPIES OF ALL DOCUMENTS FILED WITH THE U.S. DEPARTMENT OF LABOR, SUCH AS ANNUAL REPORTS AND PLAN DESCRIPTION. OBTAIN COPIES OF ALL PLAN DOCUMENTS AND OTHER PLAN INFORMATION UPON A WRITTEN REQUEST TO THE PLAN ADMINISTRATOR. THE ADMINISTRATOR MAY MAKE A REASONABLE CHARGE FOR THE COPIES. RECEIVE A SUMMARY OF THE PLAN'S ANNUAL FINANCIAL REPORT. THE PLAN ADMINISTRATOR IS REQUIRED BY LAW TO FURNISH EACH PARTICIPANT WITH A COPY OF THIS SUMMARY FINANCIAL REPORT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Legal Domicile StateLegalDomicileStateCd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|
| GRAYS HARBOR COUNTY | ||||||
| 102 W BROADWAY | MONTESANO | WA | 98563 | 916001320 | WA | 0 |
| MONROE CITY OF - SERGEANTS & LIEUTENANTS | ||||||
| 806 WEST MAIN ST | MONROE | WA | 98272 | 916001464 | WA | 0 |
| PORT OF SEATTLE | ||||||
| 2711 ALASKAN WAY | SEATTLE | WA | 98121 | 916001025 | WA | 0 |
| PORT TOWNSEND CITY OF - GENERAL EMPLOYEES | ||||||
| 250 MADISON STREET | PORT TOWNSEND | WA | 98368 | 916001024 | WA | 0 |
| WASHINGTON TEAMSTERS WELFARE TRUST | ||||||
| 2345 EASTLAKE AVE E | SEATTLE | WA | 98102 | 916034673 | WA | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (38 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Legal Domicile StateLegalDomicileStateCd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|
| ALLIED WASTE | ||||||
| 501 MONSTER RD SW | RENTON | WA | 98057 | 650716904 | WA | 0 |
| ANHEUSER-BUSCH SALES OF WASHINGTON INC | ||||||
| 3215 LIND AVE SW | RENTON | WA | 98057 | 455087500 | WA | 0 |
| ARAMARK UNIFORM SERVICES | ||||||
| 7810 S 228TH ST | KENT | WA | 98032 | 953082883 | WA | 0 |
| BIMBO BAKERIES USA | ||||||
| 25838 104TH AVE SE | KENT | WA | 98030 | 752491201 | WA | 0 |
| CADMAN INC | ||||||
| 18816 NE 80TH ST | REDMOND | WA | 98052 | 910162302 | WA | 0 |
| CLEANSCAPES INC | ||||||
| 7303 8TH AVE S | SEATTLE | WA | 98108 | 911852894 | WA | 0 |
| COCA COLA REFRESHMENTS USA INC | ||||||
| 1110 112TH AVE NE STE 300 | BELLEVEUE | WA | 98004 | 580503352 | WA | 0 |
| DARIGOLD INC | ||||||
| 4058 RAINIER AVE S | SEATTLE | WA | 98118 | 910730043 | WA | 0 |
| DEL MONTE CORPORATION | ||||||
| 49 E 3RD AVE | TOPPENISH | WA | 98948 | 463991361 | WA | 0 |
| DHL EXPRESS | ||||||
| 4450 E MARGINAL WAY S | SEATTLE | WA | 98134 | 943380425 | WA | 0 |
| FOOD SERVICES OF AMERICA | ||||||
| 1001 SHUKSAN WAY | EVERETT | WA | 98203 | 410826179 | WA | 0 |
| GARY MERLINO CONSTRUCTION | ||||||
| 9125 10TH AVE S | SEATTLE | WA | 98108 | 911296882 | WA | 0 |
| GLACIER NORTHWEST INC | ||||||
| 5975 E MARGINAL WAY S | SEATTLE | WA | 98134 | 911518360 | WA | 0 |
| GOLDEN STATE FOODS | ||||||
| 1409 PUYALLUP ST | SUMNER | WA | 98390 | 952670074 | WA | 0 |
| HOGLAND TRANSFER CO | ||||||
| 6605 HARDESON RD | EVERETT | WA | 98203 | 910712520 | WA | 0 |
| HOS BROTHERS CONSTRUCTION | ||||||
| 7733 W BOSTIAN RD | WOODINVILLE | WA | 98072 | 910791022 | WA | 0 |
| HUTTIG BUILDING PRODUCTS INC | ||||||
| 525 C ST NW | AUBURN | WA | 98001 | 431908841 | WA | 0 |
| ICON MATERIALS | ||||||
| 4040 KERSEY WAY SE | EVERETT | WA | 98092 | 911272258 | WA | 0 |
| LAKESIDE INDUSTRIES | ||||||
| 6505 226TH PL SE 200 | ISSAQUAH | WA | 98027 | 910751657 | WA | 0 |
| MILNE FRUIT PRODUCTS INC | ||||||
| 804 BENNETT AVE | PROSSER | WA | 99350 | 910938042 | WA | 0 |
| NW CONSTRUCTION INC | ||||||
| 2353 130TH AVE NE 100 | BELLEVEUE | WA | 98005 | 911487252 | WA | 0 |
| OCEAN SPRAY CRANBERRIES | ||||||
| 1480 WA-105 | ABERDEEN | WA | 98520 | 041215610 | WA | 0 |
| OMA CONSTRUCTION INC | ||||||
| 22412 SE 231ST ST | MAPLE VALLEY | WA | 98038 | 911912492 | WA | 0 |
| PEIRONE PRODUCE COMPANY | ||||||
| 9818 W HALLETT RD | SPOKANE | WA | 99224 | WA | ||
| PENINSULA TRUCK LINES INC | ||||||
| 1001 N HAVANA ST | SPOKANE | WA | 99202 | 910583906 | WA | 0 |
| PIERCE COUNTY REFUSE CO | ||||||
| 4111 192ND ST E | TACOMA | WA | 98446 | WA | ||
| SAFEWAY INC | ||||||
| 5918 STONERIDGE MALL RD | PLEASANTON | CA | 94588 | 943019135 | CA | 0 |
| SHASTA BEVERAGE | ||||||
| 1227 ANDOVER PARK E | TUKWILA | WA | 98188 | 942977421 | WA | 0 |
| SUPERVALU HR SHARED SERVICES | ||||||
| 1525 E D ST | TACOMA | WA | 98421 | 430781167 | WA | 0 |
| SYSCO FOOD SERVICES OF SEATTLE INC | ||||||
| 22820 54TH AVE S | KENT | WA | 98032 | 760254395 | WA | 0 |
| SYSCO FOOD SVCS OF SPOKANE | ||||||
| 300 N BAUGH WAY | POST FALLS | ID | 83854 | 331082518 | ID | 0 |
| THE BOEING COMPANY | ||||||
| 7701 14TH AVE S | SEATTLE | WA | 98108 | 910425694 | WA | 0 |
| UNITED PARCEL SERVICE | ||||||
| 4455 7TH AVE S | SEATTLE | WA | 98108 | 362407381 | WA | 0 |
| UNITED STATES BAKERY | ||||||
| 340 NE 11TH AVE | PORTLAND | OR | 97232 | 930302130 | OR | 0 |
| URM GROCERY CO | ||||||
| 7511 N FREYA ST | SPOKANE | WA | 99217 | 910447070 | WA | 0 |
| US FOODS | ||||||
| 9399 WEST HIGGINS ROAD SUITE 100 | ROSEMONT | IL | 60018 | 363642294 | IL | 0 |
| USFREDDAWAY | ||||||
| 7720 SW MOHAWK ST BLDG H | TUALATIN | OR | 97062 | 930262830 | OR | 0 |
| WASTE MANAGEMENT INC | ||||||
| 1021 MAIN ST | HOUSTON | TX | 77002 | 363846342 | TX | 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 | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| TRANSACTIONS WITH RELATED TAX-EXEMPT ORGANIZATIONS | ||
| S | $595,621 | CASH |
| TRANSACTIONS WITH RELATED CORPORATIONS | ||
| S | $18,734,192 | CASH |