SOUND HEALTH & WELLNESS RETIREE TRUST: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: SOUND HEALTH & WELLNESS RETIREE TRUST (EIN 91-1950259)
Tax period: 2016-04-01 to 2017-03-31
Filed: 2018-01-11
IRS object ID: 201820119349301032
Schema version: 2016v3.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule D
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-01-11T17:09:49-06:00	ReturnTs
Tax Period End	2017-03-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	522385296	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	LINDQUIST LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	5000 EXECUTIVE PKWY SUITE 400	AddressLine1Txt
City	SAN RAMON	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	945834210	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2016-04-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	911950259	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SOUND HEALTH & WELLNESS RETIREE TRUST	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SOUN	BusinessNameControlTxt
Phone	2062824100	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	201 QUEEN ANNE AVENUE NORTH NO 100	AddressLine1Txt
City	SEATTLE	CityNm
State Abbreviation	WA	StateAbbreviationCd
ZIP	98109	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SCOTT KLITZKE POWERS	PersonNm
Person Title	CHAIRMAN	PersonTitleTxt
Phone	4258289202	PhoneNum
Signature	2018-01-11	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	TODD M STOKES	PreparerPersonNm
PTIN	P01451940	PTIN
Phone	9252779100	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	66.7.226.66	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2018-01-11	IPDt
IP Tm	15:09:39	IPTm
IP Timezone	PS	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	6DD8E3D40C39F05221E97E07BD1CB8F36D910CAE	AtSubmissionCreationDeviceId
At Submission Filing Device Id	AF0F784E429982BC93A0FAF5EDF9664BBECC31B5	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	SCOTT KLITZKE POWERS	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	201 QUEEN ANNE AVENUE NORTH NO 100	AddressLine1Txt
City	SEATTLE	CityNm
State Abbreviation	WA	StateAbbreviationCd
ZIP	98109	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$9,659,597	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	WWW.SOUNDHEALTHWELLNESS.COM	WebsiteAddressTxt
Type Of Organization Trust	Yes (X)	TypeOfOrganizationTrustInd
Formation	1998	FormationYr
Legal Domicile State	WA	LegalDomicileStateCd
Activity Or Mission	TO PROVIDE HEALTH BENEFITS TO ELIGIBLE RETIREES AND THEIR DEPENDENTS	ActivityOrMissionDesc
Voting Members Governing Body	11	VotingMembersGoverningBodyCnt
Voting Members Independent	0	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$2,482,744	PYProgramServiceRevenueAmt
CY Program Service Revenue	$3,651,343	CYProgramServiceRevenueAmt
PY Investment Income	$1,014,285	PYInvestmentIncomeAmt
CY Investment Income	$759,714	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$11,554	CYOtherRevenueAmt
PY Total Revenue	$3,497,029	PYTotalRevenueAmt
CY Total Revenue	$4,422,611	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$5,305,455	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$5,236,516	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$0	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$527,976	PYOtherExpensesAmt
CY Other Expenses	$543,774	CYOtherExpensesAmt
PY Total Expenses	$5,833,431	PYTotalExpensesAmt
CY Total Expenses	$5,780,290	CYTotalExpensesAmt
PY Revenues Less Expenses	-$2,336,402	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$1,357,679	CYRevenuesLessExpensesAmt
Total Assets BOY	$8,680,116	TotalAssetsBOYAmt
Total Assets EOY	$7,431,244	TotalAssetsEOYAmt
Total Liabilities BOY	$1,034,901	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,644,624	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$7,645,215	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$5,786,620	NetAssetsOrFundBalancesEOYAmt
Mission	TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE RETIREES AND THEIR DEPENDENTS	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Desc	PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE RETIREES AND THEIR DEPENDENTS.	Desc
Described In Section501c3	0	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	0	TempOrPermanentEndowmentsInd
Report Land Building Equipment	0	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	11	GoverningBodyVotingMembersCnt
Independent Voting Member	0	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	Yes (1)	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ZENITH AMERICAN SOLUTIONS INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2062824100	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	201 QUEEN ANNE AVE NORTH	AddressLine1Txt
City	SEATTLE	CityNm
State Abbreviation	WA	StateAbbreviationCd
ZIP	981094896	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
SCOTT KLITZKE POWERS
CHAIRMAN	1.00	Yes (X)	$0	$0	$0
BRENT R BOHN
TRUSTEE	1.00	Yes (X)	$0	$0	$0
CINDY THORNTON
TRUSTEE	1.00	Yes (X)	$0	$0	$0
FRANK JORGENSEN
TRUSTEE	1.00	Yes (X)	$0	$0	$0
TODD CROSBY
TRUSTEE	1.00	Yes (X)	$0	$151,066	$16,253
EMILIA CONTRERAS
TRUSTEE	1.00	Yes (X)	$0	$105,780	$15,733
JAMES CROWE
TRUSTEE	1.00	Yes (X)	$0	$105,764	$0
FAYE GUENTHER
SECRETARY	1.00	Yes (X)	$0	$125,026	$16,045
DAVID SCHMITZ
TRUSTEE - PAST	1.00	Yes (X)	$0	$0	$0
RANDY ZEILER
TRUSTEE - PAST	1.00	Yes (X)	$0	$0	$0
RUTH DICK
TRUSTEE - PAST	1.00	Yes (X)	$0	$44,516	$0
YVONNE PETERS
TRUSTEE	1.00	Yes (X)	$0	$0	$0
JOE MIZRAHI
TRUSTEE	1.00	Yes (X)	$0	$100,462	$0
JAMES TO
TRUSTEE	1.00	Yes (X)	$0	$71,678	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$704,292	TotReportableCompRltdOrgAmt
Total Other Compensation	$48,031	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
AETNA
600 UNIVERSITY STREET SUITE 920	SEATTLE	WA	98101	ADMINISTRATION	$141,500
ZENITH AMERICAN SOLUTIONS INC
201 QUEEN ANNE AVENUE NORTH	SEATTLE	WA	981094896	ADMINISTRATION	$131,000

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	2	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RETIREE SELF PAY CONTRIBUTIONS	900099	$2,176,660	$2,176,660
EMPLOYER CONTRIBUTIONS	900099	$1,474,683	$1,474,683

Field	Value	IRS element (for citing)
Total Program Service Revenue	$3,651,343	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$127,111	TotalRevenueColumnAmt
Exclusion	$127,111	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$5,869,589	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$5,236,986	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$632,603	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$632,603	TotalRevenueColumnAmt
Exclusion	$632,603	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	PRESCRIPTION REBATE INCOME	Desc
Business	900099	BusinessCd
Total Revenue Column	$11,554	TotalRevenueColumnAmt
Related Or Exempt Func Income	$11,554	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$11,554	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,422,611	TotalRevenueColumnAmt
Related Or Exempt Func Income	$3,662,897	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$759,714	ExclusionAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$5,236,516	TotalAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$121,227	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$48,929	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$10,650	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$24,382	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$289,630	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$10,878	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$5,436	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$17,708	TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt
TRANSITIONAL REINSURANC	$13,551
PCORI TAX PAYMENT	$1,383

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$5,780,290	TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$2,415,535	BOYAmt
EOY	$2,926,611	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$90,387	BOYAmt
EOY	$198,546	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$18,927	BOYAmt
EOY	$19,134	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$4,864,656	BOYAmt
EOY	$4,286,953	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$1,290,611	BOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$8,680,116	BOYAmt
EOY	$7,431,244	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$30,361	BOYAmt
EOY	$26,578	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$184,500	BOYAmt
EOY	$218,600	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$820,040	BOYAmt
EOY	$1,399,446	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,034,901	BOYAmt
EOY	$1,644,624	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$7,645,215	BOYAmt
EOY	$5,786,620	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$7,645,215	BOYAmt
EOY	$5,786,620	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$8,680,116	BOYAmt
EOY	$7,431,244	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$1,357,679	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$500,916	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$0	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	CLAIMS PAYABLE & IBNR	Desc
Amt	$1,399,446	Amt

Field	Value	IRS element (for citing)
Total Liability	$1,399,446	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$3,897,313	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$500,916	NetUnrealizedGainsInvstAmt
Revenue Not Reported	-$500,916	RevenueNotReportedAmt
Revenue Subtotal	$4,398,229	RevenueSubtotalAmt
Investment Expenses Not Incld	$24,382	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$24,382	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$4,422,611	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$5,176,502	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$5,176,502	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$24,382	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$579,406	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$603,788	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$5,780,290	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART X, LINE 2:

ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX ASSET OR 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. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2014.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

CHANGE IN BENEFIT OBLIGATIONS

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	TODD CROSBY	PersonNm
Title	TRUSTEE	TitleTxt
Base Compensation Filing Org	$0	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$0	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$151,066	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$0	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$0	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$16,253	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$0	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$167,319	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3	THE PLAN HAS CONTRACTED WITH ZENITH AMERICAN SOLUTIONS, INC. TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 11B	IN ADDITION TO PROVIDING A COMPLETE COPY OF THIS FORM 990 TO ALL OF THE TRUSTEES OF THE TRUST, THE FORM 990 IS REVIEWED BY THE EXECUTIVE COMMITTEE PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C	THE CONFLICT-OF-INTEREST POLICY PERTAINS TO ALL TRUSTEES AND SERVICE PROVIDERS WHO CAN INFLUENCE THE ACTIONS OF THE TRUST. A CONFLICT OF INTEREST INCLUDES AN INTEREST, DIRECT OR INDIRECT, OF A TRUSTEE OR SERVICE PROVIDER TO A TRUST, WHICH MAY RESULT IN THE TRUSTEE OR SERVICE PROVIDER BENEFITING FINANCIALLY FROM DECISIONS MADE IN RELATION TO HIS OR HER CAPACITY AS A TRUSTEE OR SERVICE PROVIDER TO THE TRUST. DISCLOSURE OF POSSIBLE CONFLICTS OF INTEREST ARE MADE TO EITHER THE SECRETARY OR THE CHAIR OF THE TRUST. THE TRUSTEES DETERMINE IF A CONFLICT OF INTEREST EXISTS. THE DECISION OF THE TRUSTEES, IN RELATION TO A CONFLICT OF INTEREST, IS BINDING AND FINAL.
FORM 990, PART VI, SECTION C, LINE 19	UPON REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTERST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
FORM 990, PART VII, SECTION A, LINE 1A	TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION REPORTED ON PART VII, SECTION A REPRESENTS COMPENSATION PAID TO THOSE TRUSTEES EMPLOYED BY A LABOR UNION, A RELATED TAX-EXEMPT ORGANIZATION. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER ORGANIZATIONS IS REPORTED ON THE RELATED TAX-EXEMPT ORGANIZATIONS' FORM 990, FILED WITH THE INTERNAL REVENUE SERVICE. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE TRUST'S THIRD-PARTY ADMINISTRATOR, ZENITH AMERICAN SOLUTIONS, INC.
FORM 990, PART XII, LINE 2C:	THE BOARD OF TRUSTEES HAS RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED.
FORM 990, PART V, LINE 1A	THE TRUST DOES NOT ISSUE FORMS 1099 DIRECTLY TO REPORTABLE SERVICE PROVIDERS. RATHER, THE CONTRACT ADMINISTRATOR USES THEIR EMPLOYER IDENTIFICATION NUMBER FOR THE FORMS 1099 ISSUED ON BEHALF OF THE TRUST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Direct Controlling NADirectControllingNACd	Controlled OrganizationControlledOrganizationInd
SOUND HEALTH & WELLNESS TRUST
201 QUEEN ANNE AVE N STE 100	SEATTLE	WA	981094824	916058475	ACTIVE EMPLOYEES WELFARE BENEFITS	WA	501(C) 9	N/A	N/A	0
SOUND RETIREMENT TRUST
201 QUEEN ANNE AVE N STE 100	SEATTLE	WA	981094824	916069306	RETIREMENT BENEFITS	WA	501(A)	N/A	N/A	0
UFCW LOCAL UNION 367
6403 LAKEWOOD DRIVE	TACOMA	WA	984673331	910383680	SPONSORING LOCAL	WA	501(C) 5	N/A	N/A	0
UFCW LOCAL UNION 1439
1719 NORTH ATLANTIC STREET	SPOKANE	WA	992050298	910487097	SPONSORING LOCAL	WA	501(C) 5	N/A	N/A	0
UFCW LOCAL UNION 21
5030 FIRST AVENUE SOUTHSTE 200	SEATTLE	WA	98134	203286319	SPONSORING LOCAL	WA	501(C) 5	N/A	N/A	0
GENERAL TEAMSTERS LOCAL UNION 38
2601 EVERETT AVENUE	EVERETT	WA	98201	910267959	SPONSORING LOCAL	WA	501(C) 5	N/A	N/A	0
ALLIED EMPLOYERS INC
4030 LAKE WASHINGTON BLVD NE STE 20	KIRKLAND	WA	98033	910698183	SPONSORING ASSOCIATION	WA	501(C) 6	N/A	N/A	0

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE R, INDENTIFICATION OF RELATED ORGANIZATIONS	FormAndLineReferenceDesc
Explanation	THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH & WELFARE BENEFITS TO ELIGIBLE RETIREES AND THEIR DEPENDENTS. AS OF MARCH 31, 2017 THERE ARE APPROXIMATELY 84 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 TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE 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. ABERDEEN OFFICE EQUIPMENT AFFORDABLE DENTAL CARE ALBERTSONS INC ALBERTSON'S COMPANIES ALLIED EMPLOYERS, INC. AHMR, INC AVENUE DENTAL CARE BAVARIAN MEAT PRODUCTS BERTS RED APPLE MARKET BLUHER'S DBA FARMHOUSE MKT BORNSTEIN SEAFOOD INC THE MARKETS LLC CAMANO PLAZA MARKET CAP FOODS DBA WEST SEA THFTWY CITY CENTER DRUG CLAUS MEAT MARKET CROWN DRUG COMPANY BRIDLE TRAILS RED APPLE MKT THE DENNIS CO DON & JOES MEATS BYRNIE UTZ MEN'S HAT STORE ELMA & RAYMOND THRIFTWAYS FORKS OUTFITTERS FRANCO THE TAILOR, INC KROGER DBA FRED MEYER GORDONS SELECT GROCERY HAGGEN OPERATIONS HOLDING HARBOR DRUG INC HARRISON MEDICAL CENTER ILWU LOCAL #23 JEFFERSON COUNTY JEFFERSON HEALTHCARE J SPRINGER DBA KEN'S CORNER KC FOODS PUGET SOUND LABOR AGENCY KROGER DBA FRED MEYER KROGER DBA QFC KAUFMAN SCROGGS FURNITURE LABORER'S INTERNATIONAL #252 ABERDEEN HEALTH MART METROPOLITAN MARKETS N MASON SCHOOL DIST #403 OMAK PHARMACY BIMBO BAKERIES USA ALPINE DENTAL CARE PAYLESS FOODS BALLINGER THRIFTWAY PICK-RITE INC PIERCE CTY CENTRAL LABOR COUNC POULSBO RED APPLE PRAIRIE CENTER RED APPLE MKT RALPH'S RED APPLE REWARDS DENTAL ROSE & ASSOCIATES, LLC SAAR'S INC RAYMOND PHARMACY SEQUIM SCHOOL DIST #323 SAFEWAY STORES INC SHOP-N-KART SOUTH BEND PHARMACY SOINES DBA RED WING SHOE STORE DBA MARTIN'S SOUTHGATE DRUG SPANAWAY WATER CO. INC STADIUM THRIFTWAY STERLING DENTAL CARE STORMAN'S SUNRISE DENTAL SUPERVALU DBA COUNTY MARKET SWAIN'S INC SWANSON'S FOOD PIONEER SELECT MARKET TACOMA LONGSHOREMEN CR UNION HAGGEN INC TOWN & COUNTRY UFCW LOCAL #21 UFCW LOCAL 367 UNIFIED GROCERS INC UNITED WAY OF SKAGIT CO FRANZ FAMILY BAKERIES UWAJIMAYA INC THE VALU DRUG CO ISLAND MKT CO DBA VASHON THRWY VASHON MARKET FRESH IGA ZENITH AMERICAN SOLUTIONS	ExplanationTxt