2019-01-16T08:56:04-06:00 2018-03-31 522385296 LINDQUIST LLP 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 990 2017-04-01 916028570 LOCALS 302 & 612 INTL UNION OF OP ENG CONST IND HEALTH AND SECURITY PLAN LOCA 2064417574 PO BOX 34203 SEATTLE WA 981241203 DAREN KONOPASKI CHAIRMAN 2064417574 2019-01-16 1 TODD M STOKES P01451940 9252779100 66.7.226.66 2019-01-16 06:55:52 PS P D85FB602DC4FA66F28A631CB81EF53DF59ECABFA 92C7F91AD246760067C653CBF66B8BF12B4D5FD1 2017 2019-02-21 02:37:17Z DAREN KONOPASKI PO BOX 34203 SEATTLE WA 981241203 356885557 0 X WWW.ENGINEERSTRUST.COM X 1953 WA PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. 11 0 80 0 0 0 0 0 130721711 138834655 6038720 8630781 108260 122767 136868691 147588203 0 0 127793318 135260434 0 0 0 0 0 7239359 7312436 135032677 142572870 1836014 5015333 243008190 256669426 95483394 100431085 147524796 156238341 PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS, THEIR DEPENDENTS, AND RETIREES. 0 0 PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS, THEIR DEPENDENTS, AND RETIREES. 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 2545 0 1 80 1 0 0 0 0 0 0 X 11 0 0 1 0 0 0 0 0 1 1 0 0 0 1 0 0 1 1 0 0 0 X WELFARE & PENSION ADMINISTRATION SE 2064417574 7525 SE 24TH STREET SUITE 200 MERCER ISLAND WA 98040 X BRETT FERULLO TRUSTEE 1.00 X 0 0 0 MIKE TUCCI TRUSTEE 1.00 X 0 0 0 DOUG PETERSON TRUSTEE 1.00 X 0 0 0 MIKE MILLER TRUSTEE 1.00 X 0 0 0 ANDREW LEDBETTER TRUSTEE/SECRETARY 1.00 X 0 0 0 DAREN KONOPASKI TRUSTEE/CHAIRMAN 1.00 X 0 0 0 TODD MICKELSON TRUSTEE 1.00 X 0 0 0 SEAN JEFFRIES TRUSTEE 1.00 X 0 0 0 CURT KOEGEN TRUSTEE 1.00 X 0 0 0 MIKE LEE TRUSTEE 1.00 X 0 0 0 JASON ALWARD TRUSTEE 1.00 X 0 0 0 SEE SCHEDULE O FOR COMPENSATION PAID BY RELATED ORGANIZATION 0.00 X 0 1 0 0 1 0 0 0 0 0 WELFARE & PENSION ADMINISTRATION SERVICE PO BOX 34203 SEATTLE WA 98124 ADMINISTRATION 2676654 PREMERA 7001 220TH ST SW BUILDING 1 MOUNTLAKE TERRACE WA 98043 BENEFIT ADMINISTRATION 1724060 FIRST CHOICE HEALTH 600 UNIVERSITY STREET SUITE 1400 SEATTLE WA 98101 PPO NETWORK PROVIDER 482357 UNITED HEALTHCARE 7525 SE 24TH STREET MERCER ISLAND WA 98040 BENEFIT ADMINISTRATION 264401 ROBERT W BAIRD & CO INC 227 W MONROE STREET STE 1900 CHICAGO IL 60606 INVESTMENT MANAGEMENT 232687 11 EMPLOYER CONTRIBUTIONS 900099 110431518 110431518 PARTICIPANT CONTRIBUTIONS 900099 14635000 14635000 FORMULARY & OTHER REBATES 900099 12659241 12659241 EXPERIENCE RATING REFUND 900099 591192 591192 EGWP SUBSIDY 900099 517704 517704 138834655 6799203 6799203 211128932 209297354 1831578 1831578 1831578 LEGAL FEES COLLECTED 900099 83857 83857 SEC. LITIGATION INC. 900099 37520 37520 SECURITIES LENDING INCOME 900099 1390 1390 122767 147588203 138918512 0 8669691 135260434 813126 260852 107249 474973 4751610 620806 6875 20305 22403 ALASKA VACCINE ASSESSME 190680 PCORI FEE 43557 142572870 8054966 14335939 6463306 4836632 11105364 15913749 6400 6400 189395632 197174233 23270476 24402473 4712046 0 243008190 256669426 2786858 1325519 92696536 99105566 95483394 100431085 X 0 0 0 0 147524796 156238341 147524796 156238341 243008190 256669426 5015333 3698212 0 X X 0 1 X 1 0 0 LIMITED PARTNERSHIP 24402473 F 24402473 ACCUMULATED ELIGIBILITY CREDITS 71572000 CLAIMS PAYABLE AND IBNR 27533566 99105566 X 150811442 3698212 3698212 147113230 474973 474973 147588203 130370970 0 130370970 474973 11726927 12201900 142572870 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF MARCH 31, 2018, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO 2015. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS FORM 990, PART VI, SECTION A, LINE 3 THE PLAN HAS CONTRACTED WITH WELFARE & PENSION ADMINISTRATION SERVICE, INC. TO PROVIDE DAY TO DAY ADMINISTRATIVE SERVICES TO THE PLAN. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WILL BE REVIEWED BY THE TRUST CHAIRMAN FOR ACCURACY AND COMPLETENESS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, VII, SECTION A, LINE 1A TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY THE OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE THIRD-PARTY ADMINISTRATOR, WELFARE & PENSION ADMINISTRATION SERVICE, INC. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED. FORM 990, PART V, LINE 2A THE PLAN PROVIDES TAXABLE DISABILITY BENEFIT PAYMENTS TO ELIGIBLE PARTICIPANTS AND REPORTS THOSE BENEFITS ON FORM W-2. THESE BENEFITS ARE INCLUDED ON FORM 990, PART IX, LINE 4. WESTERN WA OPERATING ENGINEERS - EMPLOYERS TRAINING TRUST 16921 VANTAGE HIGHWAY ELLENSBURG WA 98926 916134083 TO PROVIDE TRAINING BENEFITS WA 501(C)3 9 N/A 0 LOCALS 302 & 612 OF THE IUOE RETIREMENT PLAN PO BOX 34203 SEATTLE WA 981241203 916028571 TO PROVIDE PENSION BENEFITS WA 501(A) N/A N/A 0 INTL UNION OF OPERATING ENGINEERS LOCAL 302 18701 120TH AVENUE NE BOTHELL WA 980119514 910257483 LABOR UNION WA 501(C)5 N/A N/A 0 INTL UNION OF OPERATING ENGINEERS LOCAL 612 1555 SOUTH FAWCETT AVENUE TACOMA WA 98401 910268531 LABOR UNION WA 501(C)5 N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE R, RELATED ORGANIZATIONS: THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF MARCH 31, 2018, THERE ARE APPROXIMATELY 502 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (DISREGARDED ENTITY, TAX EXEMPT ORGANIZATION, PARTNERSHIP, TAXABLE CORPORATION OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT THE NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION 1 ALLIANCE GEOMATICS 800 5TH AVE PARTNERS A & L CONSTRUCTION A MILLICAN CRANE SERV AA ASPHALTING, INC. AAA CONTRACTORS INC AAA VALLEY GRAVEL ABBEY ROAD GROUP ABLE ENGINEERING SVCS ABM ENGINEERING SERV ABM FACILITY SERVICES ABSHER CONSTRUCTION CO ACCURATE ENTERPRISES ACME CONCRETE PAVING ACTIVE CONST INC ADMIRALTY CONSTRUCTION ADP CONSTRUCTION SERV ADVANCED AMERICAN ADVANCED GEOSOLUTIONS ADVANTAGE DIRT AEI WILLIAMS GROUP CO. AGOSTINO CONSTRUCTION AHBL, INC. 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