2019-03-26T15:27:06-05:00 2018-06-30 410746749 CLIFTONLARSONALLEN LLP 601 WEST RIVERSIDE SUITE 700 SPOKANE WA 992010622 990 2017-07-01 916062784 INLAND EMPIRE ELECTRICAL WORKERS HEALTH AND WELFARE PLAN INLA 5095340600 1322 NORTH POST SPOKANE WA 99201 DAVID CHALLY TRUSTEE 5095340600 2019-03-26 1 ANN SWINDELL P01677409 5093636300 2019-03-04 67.137.57.251 2019-03-26 11:59:30 PD P A52F513B8D8172ADA5E5426B2D9DBB033DEB48E6 6A821D0B274B5855642737A0F5B4B79E08AAF2E9 2017 2019-02-21 02:37:17Z DAVID CHALLY 1322 NORTH POST SPOKANE WA 99201 22699833 0 X N/A X 1965 WA HEALTH AND WELFARE BENEFITS 8 8 0 8 0 0 0 0 19414284 22148457 704905 539474 13419 11902 20132608 22699833 0 0 17486665 17786874 0 0 0 0 0 568081 557655 18054746 18344529 2077862 4355304 23875577 28445409 9149560 10385937 14726017 18059472 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 4 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 AW REHN & ASSOCIATES 1322 N POST ST SPOKANE WA 99201 ADMINISTRATOR 315859 AETNA 151 FARMINGTON AVENUE HARTFORD CT 06156 MEDICAL CONSULTANTS 283972 2 EMPLOYER CONTRIBUTION 525100 21731014 21731014 EMPLOYEE CONTRIBUTION 525100 417443 417443 22148457 539474 539474 LIQUIDATED DAMAGES 525100 11902 11902 11902 22699833 22160359 0 539474 17786874 315859 17681 14500 32490 123370 45259 8496 18344529 10045 14532 2632697 2163902 45879 96944 21186956 26170031 23875577 28445409 212560 225937 8937000 10160000 9149560 10385937 X 0 0 0 0 3058881 6392336 14726017 18059472 23875577 28445409 X 4355304 73438 -1095287 X X 0 1 X 1 0 0 INCURRED BUT NOT REPORTED CLAIMS 1892000 ACCUMULATED ELIGIBILITY CLAIMS 8268000 10160000 X 22740781 73438 73438 22667343 32490 32490 22699833 18178797 17653632 17653632 525165 32490 17786874 17819364 18344529 PART X, LINE 2: THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) 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 2018 AND 2017 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 17,653,632. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF BENEFITS PAID PER THE 990 17,786,874. 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 6/30/17 7,213,000. ACCUMULATED ELIGIBILITY 6/30/18 -8,268,000. PREFERRED PROVIDER AND CASE MANAGEMENT FEES -22,291. MANAGED CARE FEES PAYABLE -17,996. PART XII LINE 2C THE OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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