2018-04-09T19:03:45-05:00 2017-06-30 410746749 CLIFTONLARSONALLEN LLP 601 WEST RIVERSIDE SUITE 700 SPOKANE WA 992010622 990 2016-07-01 916062784 INLAND EMPIRE ELECTRICAL WORKERS HEALTH AND WELFARE PLAN INLA 5095340600 1322 NORTH POST SPOKANE WA 99201 DAVID CHALLY TRUSTEE 5095340600 2018-04-09 1 ANN SWINDELL P01677409 5093636300 2018-02-24 67.137.57.251 2018-04-09 17:02:12 PD P 59F77CAF55642346F007A3584950FC8177DC94A0 34711CE866C7812F6419C49FC34AA771683A6B38 2016 2021-01-29 14:40:06Z DAVID CHALLY 1322 NORTH POST SPOKANE WA 99201 40893945 0 X N/A X 1965 WA HEALTH AND WELFARE BENEFITS 8 8 0 8 0 0 0 0 17552435 19414284 262226 704905 36502 13419 17851163 20132608 0 0 16470690 17486665 0 0 0 0 0 622322 568081 17093012 18054746 758151 2077862 21779107 23875577 8708727 9149560 13070380 14726017 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 TRUSTEE 1.00 X 0 0 0 MITCHELL MURPHY TRUSTEE 1.00 X 0 0 0 GORDON VALLY TRUSTEE 1.00 X 0 0 0 KEN BROWN TRUSTEE 1.00 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 298287 AETNA 151 FARMINGTON AVENUE HARTFORD CT 06156 MEDICAL CONSULTANTS 262155 2 EMPLOYER CONTRIBUTION 525100 19038098 19038098 EMPLOYEE CONTRIBUTION 525100 376186 376186 19414284 643291 643291 20822951 20761337 61614 61614 61614 LIQUIDATED DAMAGES 525100 13419 13419 13419 20132608 19427703 0 704905 17486665 298287 16358 14500 36135 160815 34566 7420 18054746 9445 10045 1472574 2632697 41784 45879 20255304 21186956 21779107 23875577 255727 212560 8453000 8937000 8708727 9149560 X 0 0 0 0 1403244 3058881 13070380 14726017 21779107 23875577 X 2077862 78735 -500960 X X 0 1 X 1 0 0 INCURRED BUT NOT REPORTED CLAIMS 1724000 ACCUMULATED ELIGIBILITY CLAIMS 7213000 8937000 X 20175208 78735 78735 20096473 36135 36135 20132608 18040966 17509020 17509020 531946 36135 17486665 17522800 18054746 PART X, LINE 2: THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE 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 2017 AND 2016 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 17,509,020. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF BENEFITS PAID PER THE 990 17,486,665. 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 6/30/16 6,805,000. ACCUMULATED ELIGIBILITY 6/30/17 -7,213,000. MANAGED CARE FEES PAYABLE 6/30/16 -57,548. PREFERRED PROVIDER AND CASE MANAGEMENT FEES -35,412. PART XII LINE 2C THE OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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