2020-04-02T20:34:06-05:00 2019-06-30 410746749 CLIFTONLARSONALLEN LLP 101 S CAPITOL BLVD SUITE 1700 BOISE ID 83702 990 2018-07-01 916062784 INLAND EMPIRE ELECTRICAL WORKERS HEALTH AND WELFARE PLAN INLA 5095340600 1322 NORTH POST SPOKANE WA 99201 DAVID CHALLY TRUSTEE 5095340600 2020-03-29 1 ANN SWINDELL P01677409 2083876400 2020-03-29 67.137.57.251 2020-03-29 19:00:09 MD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2018 2020-09-23 17:36:50Z DAVID CHALLY 1322 NORTH POST SPOKANE WA 99201 26040500 0 X N/A X 1965 WA HEALTH AND WELFARE BENEFITS 8 8 0 8 0 0 0 0 22148457 25111801 539474 804411 11902 124288 22699833 26040500 0 0 17786874 20820778 0 0 0 0 0 557655 591501 18344529 21412279 4355304 4628221 28445409 34937900 10385937 12259809 18059472 22678091 HEALTH AND WELFARE BENEFITS 0 0 INCOME USED TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 41 0 1 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 0 1 0 1 1 0 0 1 0 0 0 1 0 0 WA X AW REHN & ASSOCIATES INC 5095340600 1322 N POST SPOKANE WA 99201 X DAVE PETERSON TRUSTEE 1.00 X 0 0 0 DAVID CHALLY TRUSTEE 1.00 X 0 0 0 ANDY DAHLMAN CHAIRMAN 1.00 X X 0 0 0 MITCHELL MURPHY TRUSTEE 1.00 X 0 0 0 GORDON VALLY TRUSTEE 1.00 X 0 0 0 KEN BROWN SECRETARY 1.00 X X 0 0 0 TRAVIS SWAYZE TRUSTEE 1.00 X 0 0 0 TIM MURRAY TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 AETNA 151 FARMINGTON AVENUE HARTFORD CT 06156 MEDICAL CONSULTANTS 436314 AW REHN & ASSOCIATES 1322 N POST ST SPOKANE WA 99201 ADMINISTRATOR 293819 2 EMPLOYER CONTRIBUTION 525100 24663315 24663315 EMPLOYEE CONTRIBUTION 525100 448486 448486 25111801 804411 804411 LIQUIDATED DAMAGES 525100 124288 124288 124288 26040500 25236089 0 804411 20820778 306702 18000 13000 41530 151851 51750 8668 21412279 14532 131942 2163902 4084042 96944 0 26170031 30721916 28445409 34937900 225937 223529 10160000 12036280 10385937 12259809 X 0 0 0 0 2207484 6826103 18059472 22678091 28445409 34937900 X 4628221 1602792 -1612394 X X 0 1 X 1 0 0 INCURRED BUT NOT REPORTED CLAIMS 2236000 ACCUMULATED ELIGIBILITY CLAIMS 9800280 12036280 X 27601762 1602792 1602792 25998970 41530 41530 26040500 21097247 20547276 20547276 549971 41530 20820778 20862308 21412279 PART X, LINE 2: THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)9 OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2019 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND 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 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 2D - OTHER ADJUSTMENTS: COST OF BENEFITS PAID PER THE FINANCIALS 20,547,276. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF BENEFITS PAID PER THE 990 20,820,778. FORM 990, PART VI, SECTION A, LINE 3 THE BOARD OF TRUSTEES HAS HIRED A PROFESSIONAL ADMINISTRATION COMPANY TO OPERATE THE TRUST ON A DAY TO DAY BASIS. THE BOARD OF TRUSTEES RETAINS ULTIMATE RESPONSIBILITY OF THE ACTIONS OF THE PROFESSIONAL ADMINISTRATORS ACTIONS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ARE PARTICIPATING EMPLOYERS AND THE SPONSORING UNION ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B BOARD OF TRUSTEES REVIEW AND APPROVE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 15A THE TRUSTEES ARE UNCOMPENSATED FOR THEIR SERVICE ON THE BOARD OF TRUSTEES. THE TRUSTEES ARE REIMBURSED FOR LOST COMPENSATION FROM THEIR EMPLOYER OR FOR LOST COMPENSABLE LEAVE UTILIZED, IF NOT PAID BY THE EMPLOYER, TO ATTEND TO TRUST BUSINESS, ATTEND TRUST MEETINGS, AND TO ATTEND TRUSTEE EDUCATIONAL TRAINING. THE TRUSTEES ARE ALSO REIMBURSED THE NECESSARY AND REASONABLE COSTS AND EXPENSES THAT THEY INCUR IN THEIR CAPACITY AS A TRUSTEE PURSUANT TO A WRITTEN TRUSTEE EXPENSE REIMBURSEMENT POLICY. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XI, LINE 9: ACCUMULATED ELIGIBILITY 6/30/18 8,268,000. ACCUMULATED ELIGIBILITY 6/30/19 -9,800,280. PREFERRED PROVIDER AND CASE MANAGEMENT FEES -80,114. PART XII LINE 2C THE OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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