2025-11-07T11:09:41-06:00 2024-12-31 208149084 ANASTASI MOORE & MARTIN PLLC 9 S WASHINGTON ST STE 600 SPOKANE WA 99201 990 2024-01-01 920035263 ALASKA PIPE TRADES UA LOCAL 367 HEALTH & WELLNESS TRUST ALAS 2062163476 11724 NE 195TH STREET 300 BOTHELL WA 98011 AARON PLIKAT CHAIRMAN 9075622810 2025-11-06 1 1 STEVEN R COLEMAN CPA P01854803 5093230272 2025-11-06 2024 2025-03-06 01:10:19Z AARON PLIKAT 610 WEST 54TH AVENUE ANCHORAGE AK 99502 17615746 0 X N/A X 1960 AK TO PROVIDE HEALTH AND SECURITY BENEFITS TO QUALIFIED PARTICIPANTS OF THE PLAN. 8 1 0 0 0 0 0 0 10303130 11737357 388905 1449588 0 0 10692035 13186945 0 0 9477475 10511470 0 0 0 0 0 637548 706624 10115023 11218094 577012 1968851 16284946 19251459 3017858 4810917 13267088 14440542 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 8 1 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 AARON PLIKAT CHAIRMAN 1.00 40.00 X X 0 122304 80228 KEVIN CAREY SECRETARY 1.00 40.00 X X 0 0 0 EVERETT COLLINS III UNION TRUSTEE 1.00 40.00 X 0 112298 84535 PETE NOLFI UNION TRUSTEE 1.00 X 0 0 0 BRADLEY AUSTIN UNION TRUSTEE 1.00 40.00 X 0 79112 33000 BILL GOODALE MANAGEMENT TRUSTEE 1.00 40.00 X 0 0 0 BRYAN HUWE MANAGEMENT TRUSTEE 1.00 40.00 X 0 0 0 STEVE COX MANAGEMENT TRUSTEE (OUTGOING) 1.00 40.00 X 0 0 0 0 313714 197763 0 0 1 0 ZENITH AMERICAN SOLUTIONS INC 11724 NORTHEAST 195TH STREET SUITE BOTHELL WA 98011 THIRD PARTY ADMINISTRATOR 236012 AETNA INC 151 FARMINGTON AVENUE HARTFORD CT 06156 CLAIMS PROCESSING 136342 PARKER SMITH FEEK INC 3700 CENTERPOINT DR STE 102 ANCHORAGE AK 99503 CONSULTING FEES 103856 3 EMPLOYERS CONTRIBUTIONS 900099 11702989 11702989 SELF-PAY CONTRIBUTIONS 900099 34368 34368 11737357 427497 427497 5450892 4428801 1022091 1022091 1022091 13186945 11737357 0 1449588 10511470 195121 32967 50527 56428 253415 101103 6537 10526 11218094 764110 962927 2165654 3194295 1232288 1722086 17147 23088 12105747 13349063 16284946 19251459 57067 230917 791 0 2960000 4580000 3017858 4810917 X 0 0 0 0 13267088 14440542 13267088 14440542 16284946 19251459 X 1968851 -245397 -550000 X X 0 1 X 1 0 0 CLAIMS PAYABLE AND ESTIMATED CLAIMS INCURRED BUT NOT REPORTED 2050000 LIABILITY FOR ACCUMULATED ELIGIBILITY CREDITS 2530000 4580000 X 12885120 -245397 -245397 13130517 56428 56428 13186945 10091666 0 10091666 56428 1070000 1126428 11218094 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) BUT HAS SINCE BEEN AMENDED. THERE HAVE BEEN NO FEDERAL OR STATE INCOME TAXES RECORDED IN 2024 AND 2023 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. MANAGEMENT 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. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024, 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 1,070,000. 0 0 0 AARON PLIKAT CHAIRMAN 0 122304 0 0 0 0 0 60046 0 20182 0 202532 0 0 EVERETT COLLINS III UNION TRUSTEE 0 112298 0 0 0 0 0 62776 0 21759 0 196833 0 0 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 THE 990 IS REVIEWED AND APPROVED BY THE SIGNING TRUSTEE AND THIRD-PARTY ADMINISTRATOR BEFORE FILING. 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 XI, LINE 9: CHANGE IN LIABILITY FOR ACCUMULATED ELIGIBILITY CREDITS -550,000. 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. 367 JOINT APPRENTICE COMMITTEE CONTRIBUTING EMPLOYER 0 ALASKA PIPE TRADES ASSOCIATION CONTRIBUTING EMPLOYER 0 ALASKA PIPE TRADES LOCAL 375 H&W CONTRIBUTING EMPLOYER 0 AZ PIPE TRADES-UA LOCAL 469 PL CONTRIBUTING EMPLOYER 0 LOCAL 286 HW CONTRIBUTING EMPLOYER 0 LOCAL 533 HW CONTRIBUTING EMPLOYER 0 LOCAL UNION 598 PLUMBING & PIPEFITTING CONTRIBUTING EMPLOYER 0 NW OHIO PLUM & PIPE LOCAL 50 CONTRIBUTING EMPLOYER 0 NW PLMBG & PIPE IND H&W TRUST CONTRIBUTING EMPLOYER 0 PIPE IND H&W FUND OF COLORADO CONTRIBUTING EMPLOYER 0 PIPE TRADES IND LOCAL 136 157 CONTRIBUTING EMPLOYER 0 PIPEFITTERS LOCAL 636 CONTRIBUTING EMPLOYER 0 PLBRS & PIPEFITRS LOCAL 502 H&W CONTRIBUTING EMPLOYER 0 PLUMBERS & PIPEFITTERS LOCAL 333 CONTRIBUTING EMPLOYER 0 PLUMBERS & PIPEFITTERS LOCAL 430 H&W CONTRIBUTING EMPLOYER 0 PLUMBERS & PIPEFITTERS LOCAL 562 CONTRIBUTING EMPLOYER 0 PLUMBERS & PIPEFITTERS LOCAL 572 CONTRIBUTING EMPLOYER 0 PLUMBERS & STEAMFITTERS LOCAL 440 CONTRIBUTING EMPLOYER 0 PLUMBERS LOCAL 357 H&W CONTRIBUTING EMPLOYER 0 SEATTLE AREA PLUMBING & PIPEFITTING H&W CONTRIBUTING EMPLOYER 0 TEXAS PIPE TRADES HEALTH BENEF CONTRIBUTING EMPLOYER 0 UA LOCAL 262 CONTRIBUTING EMPLOYER 0 UA LOCAL 290 PLUMBERS & STEAMF CONTRIBUTING EMPLOYER 0 UA LOCAL 333 CONTRIBUTING EMPLOYER 0 UA LOCAL 367 CONTRIBUTING EMPLOYER 0 UA LOCAL 675 H&W CONTRIBUTING EMPLOYER 0 ALASKA INTEGRATED SERVICES CONTRIBUTING EMPLOYER N/A 0 0 ALASKA ON POINT SERVICE COMPANY CONTRIBUTING EMPLOYER N/A 0 0 ALASKA PENINSULA PLUMBING & ME CONTRIBUTING EMPLOYER N/A 0 0 ARCTIC CHILL & HEATING SOLUTIO CONTRIBUTING EMPLOYER N/A 0 0 ASRC FEDERAL FIELD SERVICES CONTRIBUTING EMPLOYER N/A 0 0 FLOW STAR PLUMBING & HEATING CONTRIBUTING EMPLOYER N/A 0 0 FULL TILT MECHANICAL & CONSTRUCTION LLC CONTRIBUTING EMPLOYER N/A 0 0 LIVING WATERS PLUMBING & MECHA CONTRIBUTING EMPLOYER N/A 0 0 MAINLINE MECHANICAL LLC CONTRIBUTING EMPLOYER N/A 0 0 PATRICK MECHANICAL LLC CONTRIBUTING EMPLOYER N/A 0 0 SERVICE 1 HVAC LLC CONTRIBUTING EMPLOYER N/A 0 0 ALASKA MECHANICAL INC CONTRIBUTING EMPLOYER N/A 0 ARCTIC REFRIGERATION & AIR CON CONTRIBUTING EMPLOYER N/A 0 BERING INDUSTRIAL CONTRACTORS CONTRIBUTING EMPLOYER N/A 0 CENTRAL PLUMBING & HEATING CONTRIBUTING EMPLOYER N/A 0 COLOMBO SALES & ENGINEERING INC CONTRIBUTING EMPLOYER N/A 0 COOL AIR MECHANICAL INC CONTRIBUTING EMPLOYER N/A 0 HASKELL CORPORATION CONTRIBUTING EMPLOYER N/A 0 INTERNATIONAL MECHANICAL CONTRIBUTING EMPLOYER N/A 0 IP MECHANICAL CONSTRUCTION CONTRIBUTING EMPLOYER N/A 0 JAFFA CONSTRUCTION INC CONTRIBUTING EMPLOYER N/A 0 KETCHIKAN MECHANICAL INC CONTRIBUTING EMPLOYER N/A 0 MANTECH MECHANICAL INC CONTRIBUTING EMPLOYER N/A 0 MECHANICAL BUILDERS INC CONTRIBUTING EMPLOYER N/A 0 MECHANICAL CONSTRUCTION & CONS CONTRIBUTING EMPLOYER N/A 0 NORCOAST MECHANICAL CONTRIBUTING EMPLOYER N/A 0 NORTHERN REF SERV INC CONTRIBUTING EMPLOYER N/A 0 PENINSULA PLUMBING CONTRIBUTING EMPLOYER N/A 0 PINNACLE MECHANICAL INC CONTRIBUTING EMPLOYER N/A 0 REFRIGERATION UNLIMITED INC CONTRIBUTING EMPLOYER N/A 0 SCHMOLCK MECHANICAL CONTRIBUTING EMPLOYER N/A 0 SHEET METAL INC CONTRIBUTING EMPLOYER N/A 0 SILVER MOUNTAIN CONSTRUCTION CONTRIBUTING EMPLOYER N/A 0 SUPERIOR MECHANICAL SERVICES CONTRIBUTING EMPLOYER N/A 0 SUPERIOR PLUMBING & HEATING CONTRIBUTING EMPLOYER N/A 0 TRANE CONTRIBUTING EMPLOYER N/A 0 WELDIN CONSTRUCTION INC CONTRIBUTING EMPLOYER N/A 0 WESTWARD SEAFOODS CONTRIBUTING EMPLOYER N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1