2019-11-12T16:09:37-06:00 2018-12-31 208149084 ANASTASI MOORE & MARTIN PLLC 9 S WASHINGTON STE 600 SPOKANE WA 99201 990 2018-01-01 920035263 ALASKA PIPE TRADES UA 367 HEALTH AND SECURITY PLAN ALAS 2062163476 11724 NORTHEAST 195TH STREET NO 300 BOTHELL WA 98011 AARON PLIKAT CHAIRMAN 9075622810 2019-11-12 1 PAUL J ANASTASI P00395796 5093230272 2019-11-12 209.210.95.36 2019-11-12 16:08:46 PS P 46CAEAA8ACE1A846D2D686457D1D3826578CD455 46CAEAA8ACE1A846D2D686457D1D3826578CD455 2018 2020-03-31 21:24:44Z X AARON PLIKAT 610 WEST 54TH AVENUE ANCHORAGE AK 99502 18620667 0 X N/A X 1960 AK TO PROVIDE HEALTH AND SECURITY BENEFITS TO QUALIFIED PARTICIPANTS OF THE PLAN 8 8 1 8 0 0 0 0 10310920 10367281 212301 489070 0 0 10523221 10856351 0 0 9683111 7510192 85734 88651 0 0 0 607520 551112 10376365 8149955 146856 2706396 10106462 11822605 4391187 3941791 5715275 7880814 TO PROVIDE HEALTH AND SECURITY BENEFITS TO QUALIFIED PARTICIPANTS OF THE PLAN 0 0 TO PROVIDE HEALTH AND SECURITY BENEFITS TO QUALIFIED PARTICIPANTS OF 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 0 0 1 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X ZENITH AMERICAN SOLUTIONS INC 2062163476 11724 NORTHEAST 195TH STREET BOTHELL WA 98011 X AARON PLIKAT CHAIRMAN 0.00 X X 0 0 0 JAMES RAFTER SECRETARY 0.00 X X 0 0 0 CRAIG HATELY UNION TRUSTEE 0.00 X 0 0 0 PETER NOLFI UNION TRUSTEE 0.00 X 0 0 0 GENE BAY UNION TRUSTEE 0.00 X 0 0 0 KEVIN CAREY MANAGEMENT TRUSTEE 0.00 X 0 0 0 PETER ROUNDS MANAGEMENT TRUSTEE 0.00 X 0 0 0 WILLIAM GOODALE MANAGEMENT TRRUSTEE 0.00 X 0 0 0 0 0 0 0 0 0 0 ZENITH AMERICAN SOLUTIONS INC 11724 NORTHEAST 195TH STREET SUITE BOTHELL WA 98011 THIRD PARTY ADMINISTRATOR 160564 AETNA INC 151 FARMINGTON AVENUE HARTFORD CT 06156 CLAIMS PROCESSING 112476 2 EMPLOYERS CONTRIBUTIONS 900099 10217113 10217113 SELF-PAY CONTRIBUTIONS 900099 150168 150168 10367281 170006 170006 8083380 7764316 319064 319064 319064 10856351 10686345 0 170006 7510192 60774 27877 34405 30411 24750 355021 35223 5616 4331 5747 ALASKA VACCINE ASSESSME 49849 MISCELLANEOUS EXPENSE 5759 8149955 4924092 3952046 962626 1117202 0 10140 4219744 6743217 10106462 11822605 366490 120437 5697 31354 4019000 3790000 4391187 3941791 X 5715275 7880814 5715275 7880814 10106462 11822605 X 2706396 -810857 270000 X X 0 1 X 1 0 0 CLAIMS PAYABLE AND ESTIMATED CLAIMS INCURRED BUT NOT REPORTED 2000000 LIABILITY FOR ACCUMULATED ELIGIBILITY CREDITS 1790000 3790000 X 10020744 -810857 -810857 10831601 24750 24750 10856351 8084205 0 8084205 24750 41000 65750 8149955 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED OCTOBER 5, 1976, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). THERE HAVE BEEN NO FEDERAL OR STATE INCOME TAXES RECORDED IN 2018 AND 2017 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND THE 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 ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2018, 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: CHANGE IN CLAIMS PAYABLE AND ESTIMATED CLAIMS INCURRED BUT NOT REPORTED 41,000. FORM 990, PART VI, SECTION A, LINE 3 THE DAY TO DAY OPERATIONS OF THE TRUST WERE PERFORMED BY A PROFESSIONAL MANAGEMENT COMPANY FORM 990, PART VI, SECTION B, LINE 11B NO REVIEW WAS OR WILL BE CONDUCTED FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS EXPENSES AND ACTIVITIES OF MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION C, LINE 19 PLAN INFORMATION IS MADE AVAILABLE UPON REQUEST. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC AARON PLIKAT - 610 WEST 54TH AVENUE, ANCHORAGE, AK 99502. JAMES RAFTER - P.O. BOX 222325, ANCHORAGE, AK 99522. CRAIG HATELY - 610 WEST 54TH AVENUE, ANCHORAGE, AK 99502. PETER NOLFI - 610 WEST 54TH AVENUE, ANCHORAGE, AK 99501. GENE BAY - P.O. BOX 32102, JUNEAU, AK 99803. KEVIN CAREY - 6305 LIBRA PLACE, ANCHORAGE, AK 99518. PETER ROUNDS - P.O. BOX 231149, ANCHORAGE, AK 99523-1149. WILLIAM GOODALE - P.O. BOX 5503, KETCHIKAN, AK 99901. FORM 990, PART XI, LINE 9: CHANGE IN LIABILITY FOR ACCUMULATED ELIGIBILITY CREDITS 270,000. FORM 990, PART XII, LINE 2C AUDITED FINANCIALS ARE REVIEWED BY THE CLIENT MANAGER, AND TRUSTEES, AS WELL AS THE TRUST ACCOUNTING SUPERVISOR, MANAGER AND OR DIRECTOR. THE OVERSIGHT PROCESS AND SELECTION PROCESS DID NOT CHANGE DURING THE TAX YEAR. UA PLUMBERS AND STEAMFITTERS UNION LOCAL 367 JATC 617 WEST POTTER ANCHORAGE AK 99518 AK UA PLUMBERS AND STEAMFITTERS UNION LOCAL 367 610 WEST 54TH AVENUE ANCHORAGE AK 99518 AK ARCTIC AIR ENVIRONMENTAL SERVICES LLC 12101 INDUSTRY WAY ANCHORAGE AK 99515 AK LAST FRONTIER MECHANICAL LLC 6520 TUTTLE PLACE ANCHORAGE AK 99507 AK LIVING WATERS PLUMBING & MECHANICAL LLC 5630 SILVERADO WAY UNIT 9 ANCHORAGE AK 99518 AK SERVICE 1 HVAC LLC 1200 EAST 76TH AVENUE ANCHORAGE AK 99518 AK SOUTHCENTRAL MECHANICAL LLC 2070 EAST BOGARD ROAD ANCHORAGE AK 99654 AK WELDIN CONSTRUCTION LLC 901 EVERGREEN AVENUE SUITE 120 PALMER AK 99645 AK ALASKA INTEGRATED SERVICES INC 383 INDUSTRIAL WAY SUITE 100 ANCHORAGE AK 99501 AK ALASKA MECHANICAL INC 8540 DIMOND D CIRCLE ANCHORAGE AK 99520 AK ARCTIC REFRIGERATION & AIR CONDITIONING INC 500 WEST POTTER DRIVE SUITE 100 ANCHORAGE AK 99518 AK BEHRENDS MECHANICAL INC 1728 ANKA STREET JUNEAU AK 99801 AK BERING INDUSTRIAL CONTRACTORS INC PO BOX 1131 KODIAK AK 99615 AK CENTRAL PLUMBING & HEATING INC 212 EAST INTERNATIONAL AIRPORT ROAD ANCHORAGE AK 99518 AK COOL AIR MECHANICAL INC 6132 NIELSEN WAY ANCHORAGE AK 99518 AK HARRI PLUMBING & HEATING INC 809 WEST 12TH STREET JUNEAU AK 99801 AK HASKELL CORPORATION 1001 MEADOR AVENUE BELLINGHAM WA 98229 WA HONEYWELL INTERNATIONAL INC 4500 BUSINESS PARK BLVD ANCHORAGE AK 99503 AK HOUSTON CONTRACTING COMPANY INC 3900 C STREET SUITE 701 ANCHORAGE AK 99503 AK INSIDE PASSAGE MECHANICAL CONTRACTORS INC 3900 VINTAGE BOULEVARD JUNEAU AK 99801 AK JAFFA CONSTRUCTION INC 222 4TH AVENUE SEWARD AK 99664 AK KETCHIKAN MECHANICAL INC 1220 COPER RIDGE LANE KETCHIKAN AK 99901 AK MANTECH MECHANICAL INC 7401 ARCTIC BOULEVARD ANCHORAGE AK 99518 AK MECHANICAL BUILDERS INC 3305 ARCTDIC BOULEVARD ANCHORAGE AK 99503 AK MECHANICAL CONSTRUCTION & CONSULTING INC 720 WEST 58TH AVENUE ANCHORAGE AK 99518 AK NORCOAST MECHANICAL INC 6136 NACKAY STREET ANCHORAGE AK 99518 AK PENINSULA PLUMBING & HEATING INC 35581 KENAI SPUR HIGHWAY SOLDOTNA AK 99669 AK PINNACLE MECHANICAL INCORPORATED 5821 ARCTIC BOULEVARD SUITE D SOLDOTNA AK 99518 AK REFRIGERATION UNLIMITED INC 4660 GAMBELL STREET ANCHORAGE AK 99503 AK SCHMOLCK MECHANICAL CONTRACTORS INC 949 STEDMAN STREET KETCHIKAN AK 99901 AK SHEET METAL INC 6517 ARCTIC SPUR ROAD ANCHORAGE AK 99518 AK SUPERIOR PLUMBING & HEATING INC 8861 ELIM STREET ANCHORAGE AK 99507 AK WESTWARD SEAFOODS INC CAPTAINS BAY ROAD DUTCH HARBOR AK 99692 AK UA LOCAL 350 HEALTH WELFARE AND VACATION TRUST 1110 GREG STREET NO 200 SPARKS NV 89431 NV WOLF CREEK FEDERAL SERVICES INC 3800 CENTERPOINT DRIVE SUITE 1200 ANCHORAGE AK 99503 AK 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RELATED TAX-EXEMPT ORGANIZATIONS (SEE PART II) S 255116 CASH RELATED PARNERSHIPS (SEE PART III) S 627244 CASH RELATED CORPORATIONS OR TRUSTS (SEE PART IV) S 5231223 CASH