2020-05-12T10:14:16-05:00 2019-06-30 208149084 ANASTASI MOORE & MARTIN PLLC 9 S WASHINGTON ST STE 600 SPOKANE WA 99201 990 2018-07-01 910838639 SEATTLE AREA PLUMBING & PIPEFITTING INDUSTRY HEALTH TRUST SEAT 2062824100 11724 NE 195TH STREET NO 300 BOTHELL WA 980118242 JEFFREY J OWEN CHAIRMAN 2062824100 2020-05-08 1 PAUL J ANASTASI CPA P00395796 5093230272 2020-05-08 209.210.95.36 2020-05-08 16:36:21 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 46CAEAA8ACE1A846D2D686457D1D3826578CD455 2018 2021-09-10 13:11:23Z 11724 NE 195TH STREET NO 300 BOTHELL WA 980118242 96659944 0 X N/A X 1968 WA TO PROVIDE HEALTH AND WELFARE BENEFITS TO QUALIFIED PARTICIPANTS 6 6 0 6 0 0 0 0 65859414 71948114 3916926 792625 38592 31950 69814932 72772689 0 0 59412844 64627138 42232 57446 0 0 0 3081433 3214255 62536509 67898839 7278423 4873850 52939130 58748079 24668446 30381538 28270684 28366541 TO PROVIDE HEALTH AND WELFARE BENEFITS TO QUALIFIED PARTICIPANTS 0 0 67898839 TO PROVIDE HEALTH AND WELFARE BENEFITS TO QUALIFIED PARTICIPANTS 67898839 0 0 0 0 0 0 0 0 0 0 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X JEFFERY OWEN 2062824100 11724 NE 195TH STREET BOTHELL WA 98011 X JEFFERY J OWEN CHAIRMAN 1.00 0.00 X X 0 0 0 ED KOMMERS SECRETARY 1.00 0.00 X X 0 0 0 JERRY BUSH TRUSTEE 1.00 0.00 X 0 0 0 MARK WEBSTER TRUSTEE 1.00 0.00 X 0 0 0 JOEL CRABTREE TRUSTEE 1.00 0.00 X 0 0 0 ED HOLMES TRUSTEE 1.00 0.00 X 0 0 0 0 0 0 0 0 0 0 ZENITH AMERICAN SOLUTIONS INC 11724 NORTHEAST 195TH STREET BOTHELL WA 98011 THIRD PARTY ADMIN 1303845 KAISER FOUNDATION HEALTH PLAN OF WA 601 UNION STREET SUITE 3100 SEATTLE WA 98101 INSURANCE BENEFITS 565269 AETNA 600 UNIVERSITY STREET SUITE 920 SEATTLE WA 98101 PPO NETWORK 501613 ZELIS CLAIMS INTEGRITY INC 2 CROSSROADS DRIVE BEDMINSTER NJ 07921 COST CONTAINMENT 215786 DELTA DENTAL OF WASHINGTON PO BOX 75983 SEATTLE WA 98175 CLAIMS PROCESSING 144365 6 EMPLOYER CONTRIBUTIONS 230000 44665857 44665857 EMPLOYEE CONTRIBUTIONS 230000 27282257 27282257 71948114 838004 838004 23841876 23887255 -45379 -45379 -45379 LIQUIDATED DAMAGES 900099 31950 31950 31950 72772689 71934685 0 838004 64627138 64627138 57446 57446 1839962 1839962 39079 39079 37555 37555 65756 65756 1051095 1051095 83891 83891 8211 8211 15594 15594 EMPLOYEE ASSISTANCE PRO 73112 73112 67898839 67898839 0 0 13475886 20341818 10311161 7675255 18740 9202 24812569 26949859 4320774 3771945 52939130 58748079 2715850 165085 460 21952136 30216453 24668446 30381538 X 0 0 0 0 28270684 28366541 28270684 28366541 52939130 58748079 X 4873850 1077007 -5855000 X 0 1 X 0 0 0 MORTGAGE/ASSET-BACKED SECURITIES 3771945 F 3771945 AMOUNTS DUE INSURANCE COMPANIES 211477 AETNA CLAIMS PAYABLE 1835463 CLAIMS INCURRED BUT NOT REPORTED 5504000 ACCUMULATED ELIGIBILITY CREDITS 20609000 VACATION BENEFITS PAYABLE TO PARTICIPANTS 2056513 30216453 X 73783940 1077007 1077007 72706933 65756 65756 72772689 65423766 0 65423766 65756 2409317 2475073 67898839 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC) AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS). MANAGEMENT BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. 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 JUNE 30, 2019 AND 2018, 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. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF BENEFITS PAYABLE AT JUNE 30, 2019 9,607,453. COST OF BENEFITS PAYABLE AT JUNE 30 ,2018 -7,198,136. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 TAX RETURN WAS PROVIDED TO THE CHAIRMAN AND SECRETARY FOR THEIR REVIEW BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE PLAN REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE APPLICABLE POLICIES. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PARTICIPANTS AND PUBLIC FORM 990, PART XI, LINE 9: CHANGE IN ACCUMULATED ELIGIBILITY CREDITS -5,855,000. MECHANICAL CONTRACTORS ASSOCIATION OF AMERICA 1385 PICCARD DRIVE ROCKVILLE MD 20850 MD NORTHERN CALIFORNIA PIPE TRADES TRUST FUNDS 935 DETROIT AVENUE SUITE 242A CONCORD CA 94518 CA N/A NORTHWEST PLUMBING & PIPEFITTING INDUSTRY HEALTH WELFARE & VACATION TRUST 7525 SOUTHEAST 24TH STREET SUITE 20 MERCER ISLAND WA 98040 WA N/A PORT OF SEATTLE PO BOX 1209 SEATTLE WA 98111 WA N/A SEATTLE AREA P&P INDUSTRY JOURNEYMAN & APPRENTICE TRAINING TRUST 595 MONSTER ROAD SOUTHWEST SUITE 10 RENTON WA 98057 WA N/A UA LOCAL 290 PLUMBERS & STEAMFITTERS 20210 SOUTHWEST TETON AVENUE TUALATIN OR 97062 OR N/A UA LOCAL 32 PLUMBERS & PIPEFITTERS 595 MONSTER ROAD SOUTHWEST SUITE 21 RENTON WA 98057 WA N/A UA LOCAL 598 PLUMBERS AND STEAMFITTERS 1328 ROAD 28 PASCO WA 99301 WA N/A UA LOCAL 798 PIPELINERS PO BOX 470798 TULSA OK 74145 OK N/A WASHINGTON STATE ASSOCIATION OF UA PLUMBERS & PIPEFITTERS 7030 TACOMA MALL BOULEVARD TACOMA WA 98409 WA N/A BRATONIA MECHANICAL LLC 17791 FJORD DRIVE NORTHEAST SUITE 2 POULSBO WA 98370 WA N/A EAGLE HARBOR ASSOCIATES LLC 2744 CARPENTER ROAD SOUTHEAST LACY WA 98503 WA N/A ERIK D PLUMBER LLC 6229 NORTHEAST 198TH STREET KENMORE WA 98028 WA N/A GS MECHANICAL LLC 2204 NORTHEAST 28TH STREET RENTON WA 98056 WA N/A HARRIS PACIFIC NORTHWEST LLC 3436 AIRPORT DRIVE BELLINGHAM WA 98226 WA N/A HERMANSON COMPANY LLP 1221 2ND AVENUE NORTH KENT WA 98032 WA N/A JH KELLY LLC 821 3RD AVENUE LONGVIEW WA 98632 WA N/A MCKINSTRY CO LLC 5005 3RD AVENUE SOUTH SEATTLE WA 98134 WA N/A PSR MECHANICAL LLC 3132 NORTHEAST 133RD STREET SEATTLE WA 98125 WA N/A REFRIGERATION UNLIMITED LLC 5102 20TH STREET EAST SUITE 102 FIFE WA 98424 WA N/A RITTER PLUMBING & MECHANICAL LLC 5906 39TH AVENUE SOUTHWEST SEATTLE WA 98136 WA N/A SEATEMP LLC 107 WASHINGTON BOULEVARD AUBURN WA 98001 WA N/A SHORELINE CONCRETE CUTTING AND DRILLING LLC 16001 WALLINGFORD AVENUE NORTH SEATTLE WA 98133 WA N/A SJS MECHANICAL SERVICES LLC 3317 3RD AVENUE SOUTH SEATTLE WA 98134 WA N/A WILLIAMS MECHANICAL INC 3903 SMITH AVENUE EVERETT WA 98201 WA N/A WEST COAST MECHANICAL GROUP 2757 19TH STREET SOUTHEAST SALEM OR 97302 OR N/A VITAL MECHANICAL SERVICE INC 1420 MAPLE AVENUE SOUTHWEST RENTON WA 98057 WA N/A UNIVERSITY MECHANICAL CONTRACTORS INC 11611 49TH PLACE WEST MUKILTEO WA 98275 WA N/A TRUETEMP NORTHWEST INC 1627 45TH STREET EAST SUITE 101 SUMNER WA 98390 WA N/A TRI MECHANICAL INC 1824 130TH AVENUE NORTHEAST SUITE 1 BELLEVEUE WA 98005 WA N/A TRANE COMPANY 10502 EAST MONTGOMERY DRIVE SUITE 1 SPOKANE VALLEY WA 99206 WA N/A STIRRETT-JOHNSEN INC 5555 NORTHWEST WESTAGE ROAD SILVERDALE WA 98383 WA N/A STATE MECHANICAL COMPANY INC 8706 SOUTH 222ND STREET KENT WA 98031 WA N/A SNO VALLEY PROCESS SOLUTIONS INC 2420 38TH STREET EVERETT WA 98201 WA N/A SHINN MECHANICAL INC 18802 80TH AVENUE SOUTH KENT WA 98032 WA N/A SEATTLE CONCRETE CORE DRILLING 25252 156TH AVENUE SOUTHEAST COVINGTON WA 98042 WA N/A REDLINE MECHANICAL 24230 ROBERTS DRIVE BLACK DIAMOND WA 98010 WA Q3 CONTRACTING INC 2300 NORTH FIELD STREET SUITE 1900 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