2017-03-01T12:44:51-06:00 2016-06-30 410746749 CLIFTONLARSONALLEN LLP 601 WEST RIVERSIDE SUITE 700 SPOKANE WA 992010622 990 2015-07-01 916062784 INLAND EMPIRE ELECTRICAL WORKERS HEALTH AND WELFARE PLAN INLA 5095340600 1322 NORTH POST SPOKANE WA 99201 DAVID CHALLY TRUSTEE 5095340600 2017-02-13 1 ANN SWINDELL P01677409 5093636300 2017-02-01 2015 2021-01-29 14:40:06Z DAVID CHALLY 1322 NORTH POST SPOKANE WA 99201 109964555 0 X N/A X 1965 WA HEALTH AND WELFARE BENEFITS 8 8 0 8 0 0 0 0 16896901 17552435 506301 262226 31240 36502 17434442 17851163 0 0 14640342 16470690 0 0 0 0 0 770363 622322 15410705 17093012 2023737 758151 20643673 21779107 8301251 8708727 12342422 13070380 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 0 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 PETE MARSH 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 281869 AETNA 151 FARMINGTON AVENUE HARTFORD CT 06156 MEDICAL CONSULTANTS 240206 2 EMPLOYER CONTRIBUTION 525100 17171361 17171361 EMPLOYEE CONTRIBUTION 525100 381074 381074 17552435 435764 435764 91939854 92113392 -173538 -173538 -173538 LIQUIDATED DAMAGES 525100 36502 36502 36502 17851163 17588937 0 262226 16470690 281869 15143 14500 44365 202935 56090 7420 17093012 6052 9445 1488981 1472574 36120 41784 19112520 20255304 20643673 21779107 321251 255727 7980000 8453000 8301251 8708727 X 0 0 0 0 1403244 2131202 12342422 13070380 20643673 21779107 X 758151 323124 -353317 X X 0 1 X 1 0 0 INCURRED BUT NOT REPORTED CLAIMS 1648000 ACCUMULATED ELIGIBILITY CREDITS 6805000 8453000 X 18129922 323124 323124 17806798 44365 44365 17851163 16950476 16372519 16372519 577957 44365 16470690 16515055 17093012 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 2016 AND 2015 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 16,372,519. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF BENEFITS PAID PER THE 990 16,470,690. 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 11 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 6/30/15 6,488,000. ACCUMULATED ELIGIBILITY 6/30/16 -6,805,000. MANAGED CARE FEES PAYABLE 6/30/15 -34,892. PREFERRED PROVIDER AND CASE MANAGEMENT FEES -1,425. PART XII LINE 2C THE OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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