NORTHWEST SHEET METAL WORKERS WELFARE FUND: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- NORTHWEST SHEET METAL WORKERS WELFARE FUND (EIN 91-0589283)
- Tax period
- 2015-04-01 to 2016-03-31
- Filed
- 2016-12-13
- IRS object ID
- 201613489349300936
- Schema version
- 2015v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-12-13T15:58:00-06:00 | ReturnTs |
| Tax Period End | 2016-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 W RIVERSIDE AVE SUITE 700 | AddressLine1Txt |
| City | SPOKANE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910589283 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHWEST SHEET METAL WORKERS | BusinessNameLine1Txt |
| Business Name Line2 | WELFARE FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 5095340600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1322 NORTH POST | AddressLine1Txt |
| City | SPOKANE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARON DERR | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 5095340600 | PhoneNum |
| Signature | 2016-12-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANN SWINDELL | PreparerPersonNm |
| PTIN | P00060217 | PTIN |
| Phone | 5093636300 | PhoneNum |
| Preparation | 2016-12-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BARON DERR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1322 NORTH POST | AddressLine1Txt |
| City | SPOKANE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $124,871,131 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | HEALTH AND WELFARE BENEFITS | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 166 | TotalEmployeeCnt |
| Total Volunteers | 10 | 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 | $64,754,773 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $72,996,310 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,101,016 | PYInvestmentIncomeAmt |
| CY Investment Income | -$928,944 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $66,855,789 | PYTotalRevenueAmt |
| CY Total Revenue | $72,067,366 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $62,745,809 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $71,486,552 | 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 | $2,391,173 | PYOtherExpensesAmt |
| CY Other Expenses | $2,441,396 | CYOtherExpensesAmt |
| PY Total Expenses | $65,136,982 | PYTotalExpensesAmt |
| CY Total Expenses | $73,927,948 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,718,807 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,860,582 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $67,416,161 | TotalAssetsBOYAmt |
| Total Assets EOY | $68,969,722 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $31,268,953 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,634,825 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $36,147,208 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $34,334,897 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN. | 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 | 0 | 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 | 6313 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 166 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | 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 | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID KIMMET | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5095340600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1322 N POST ST | AddressLine1Txt |
| City | SPOKANE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| BARON W DERR | ||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TIM CARTER | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GREG HAYTER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN CARTER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JULIE MULLER-NEFF | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LOREN WARD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM REYNOLDS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LANCE DEYETTE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BEN MARCINKIEWICZ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN MERK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CIGNA | |||||
| PO BOX 644546 | PITTSURGH | PA | 15264 | PPO NETWORK | $1,171,212 |
| AW REHN AND ASSOCIATES | |||||
| 1322 N POST ST | SPOKANE | WA | 99201 | ADMINISTRATION | $1,065,127 |
| DELTA DENTAL OF WA | |||||
| PO BOX 75983 | SEATTLE | WA | 98175 | DENTAL CLAIMS ADMINISTRATOR | $226,648 |
| ENVISION PHARMACEUTICAL SERVICES | |||||
| 2181 E AURUORA RD STE 201 | TWINSBURG | OH | 44087 | RX CLAIMS ADMINISTRATOR | $115,434 |
| RAINIER INVESTMENT MANAGEMENT | |||||
| 601 UNION ST STE 2801 | SEATTLE | WA | 98101 | INVESTMENT MANAGER | $105,595 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $61,880,272 | $61,880,272 |
| SUPP. BENEFIT CONTRIBS | 900099 | $6,006,606 | $6,006,606 |
| PARTICIPANT CONTRIBUTI | 900099 | $5,062,024 | $5,062,024 |
| LIQUIDATED DAMAGES | 900099 | $47,408 | $47,408 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $72,996,310 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,399,374 | TotalRevenueColumnAmt |
| Exclusion | $1,399,374 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $50,475,447 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $52,803,765 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,328,318 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,328,318 | TotalRevenueColumnAmt |
| Exclusion | -$2,328,318 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $72,067,366 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $72,996,310 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$928,944 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,486,552 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,180,561 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,918 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,264 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,612 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,586 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,652 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,086 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,722 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,726 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| AFFORDABLE CARE ACT FEE | $371,350 |
| ALASKA VACCINE ASSESSME | $44,093 |
| DOMESTIC PARTNER FEES | $23,826 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,927,948 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,786,243 | BOYAmt |
| EOY | $3,879,102 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,565,815 | BOYAmt |
| EOY | $510,888 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,181,551 | BOYAmt |
| EOY | $7,385,793 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,842 | BOYAmt |
| EOY | $72,842 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,809,710 | BOYAmt |
| EOY | $57,121,097 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,416,161 | BOYAmt |
| EOY | $68,969,722 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $377,079 | BOYAmt |
| EOY | $446,286 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,891,874 | BOYAmt |
| EOY | $34,188,539 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,268,953 | BOYAmt |
| EOY | $34,634,825 | 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 | $36,147,208 | BOYAmt |
| EOY | $34,334,897 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,147,208 | BOYAmt |
| EOY | $34,334,897 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,416,161 | BOYAmt |
| EOY | $68,969,722 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,860,582 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $48,271 | 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 (5 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCUMULATED ELIGIBILITY CREDITS | $13,831,979 |
| ESTIMATED LIABILITY FOR INCURRED BUT UNREPORTED CLAIMS | $8,809,000 |
| ESTIMATED LIABILITY FOR EXTENDED MEDICAL COVERAGE | $8,725,711 |
| ESTIMATED LIABILITY FOR SEVERANCE BENEFITS | $1,106,703 |
| ESTIMATED LIABILITY FOR RETIREE SUBSIDY | $1,715,146 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $34,188,539 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $71,977,025 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $48,271 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $48,271 | RevenueNotReportedAmt |
| Revenue Subtotal | $71,928,754 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $138,612 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $138,612 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $72,067,366 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $70,492,671 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $70,492,671 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $138,612 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $3,296,665 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,435,277 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $73,927,948 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE PLAN OBTAINED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) ON JUNE 21, 1988 AND THE PLAN SPONSOR BELIEVES THE PLAN, AS AMENDED, CONTINUES TO QUALIFY AND OPERATE AS DESIGNED. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND REECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN AS 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; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INCRESE IN ACCUMULATED ELIGIBILITY CREDITS 1,841,494. DECREASE IN ESTIMATED LIABILITY FOR CLAIMS IBNR -593,000. INCREASE IN ESTIMATED LIABILITY FOR EXTENDED MEDICAL COVERAGE 1,766,273. DECREASE IN ESTIMATED LIABILITY FOR SEVERANCE BENEFITS -115,861. INCREASE IN ESTIMATED LIABILITY FOR RETIREE SUBSIDY 397,759. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE DAY TO DAY OPERATIONS OF THE PLAN ARE MANAGED BY AW REHN & ASSOCIATES |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PRESENTED TO THE BOARD OF TRUSTEES AND LEGAL COUNSEL BEFORE SIGNATURE AND FILING |
| FORM 990, PART VI, SECTION B, LINE 12C | TRUSTEES ARE ASKED ANNUALLY IN WRITING IF ANY CONFLICTS EXIST. ANY CONFLICTS ARE BROUGHT TO THE BOARD OF TRUSTEES FOR RESOLUTION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. A SUMMARY ANNUAL REPORT REQUIRED BY ERISA IS SENT TO THE PARTICIPANTS ANNUALLY. ACCORDING TO THE REGULATIONS OF THE EBSA, PARTICIPANTS CAN REQUEST THE FULL ANNUAL REPORT AND FORM 5500 FROM THE PLAN ADMINISTRATOR. |
| FORM XII, LINE 2C | THE OVERSIGHT PROCESS AND METHOD FOR CHOOSING THE INDEPENDENT AUDITOR HAS NOT CHANGED FROM PRIOR YEARS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (10 entries)
| PORT OF SEATTLE |
| SE WASHINGTON & NE OREGON JATC |
| SEATTLE SCHOOL DISTRICT #1 |
| SHEET METAL WORKERS LOCAL 103 |
| SHEET METAL WORKERS LOCAL 23 |
| SHEET METAL WORKERS LOCAL 23 JATC |
| SHEET METAL WORKERS LOCAL 55 |
| SHEET METAL WORKERS LOCAL 66 |
| SHEET METAL WORKERS LOCAL 66 MKT RECOVERY |
| WESTERN WASHINGTON SHEET METAL JATC |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (235 entries)
| 4 SEASONS MECHANICAL INC |
| A & R METAL PRODUCTS |
| A & T SHEET METAL |
| ACCO ENGINEERED SYSTEMSAIR CONDITIONING CO |
| ACCU DUCT MANUFACTURING |
| ACCURATE HTG & CLG INC |
| ADVANCED THERMAL SOLUTIONS |
| AIR CONTROLS BILLINGS |
| AIR CONTROLS BOZEMAN INC |
| AIR HANDLERS INC |
| AIRFLOW MECHANICAL INC |
| AIRTEST COMPANY |
| ALASKA INTEGRATED SERVICES AKA WESTERN SHEET METAL & CONTROLS |
| ALASKA SHEET METAL |
| ALEUT GLOBAL SOLUTIONS |
| ALL VALLEY SHEET METAL INC |
| AMERICOOL HEATING & AC |
| ANGELES HEATING INC |
| APOLLO SHEET METAL INC |
| ARCHITECTURAL SHEET METAL INC |
| ARCTIC SHEET METAL INC |
| ARGO BLOWER MFG & CO INC |
| ASAP INC (DBA ARROWHEAD) |
| ASSOCIATED HTG & SM |
| AUBURN MECHANICAL |
| B & B HEATING & AC |
| BALLARD SHEET METAL WORKS INC |
| BANNER FURNACE & FUEL |
| BARRON HEATING & AC INC |
| BECHTEL NATIONAL INC |
| BEHRENDS MECHANICAL INC |
| BILLINGS HEATING & COOLING |
| BLUE MOUNTAIN MECHANICAL INC |
| BNL TECHNICAL SERVICE LLC |
| BRENNAN HEATING & COOLING |
| BUTTE TIN SHOP INC |
| CAPITAL INDUSTRIES |
| CAPITAL SHEET METAL |
| CARLSON SHEET METAL WORKS INC |
| CENTRAL HEATING & AC INC |
| CENTRAL MECHANICAL SERVICES |
| CH2M-WG IDAHO LLC |
| CHAMBERS PLUMBING & HTG |
| CHEHALIS SM & ROOFING CO INC |
| CJ HVAC CONSULTING LLC |
| CODE MECHANICAL INC |
| COOL AIR MECHANICAL INC |
| COOL AIR REFRIGERATION |
| COPPER CITY SHEET METAL & AC |
| CRESCENT MECHANICAL INC |
| CRL SERVICES LLC |
| CROWN CORR INC |
| D J MECHANICAL INC |
| DB SOLUTIONS LLC |
| DAVE'S HEATING & AIR CONDITIONING INC |
| DAVE'S SHEET METAL INC |
| DAY & ZIMMERMAN |
| DEAMOR ASSOCIATES INC |
| DELTA ENGINEERING CORP |
| DELTA TECHNOLOGY CORPORATION |
| DESIGN AIR LTD |
| DIAMOND B CONSTRUCTORS INC |
| DIVERSIFIED METAL PRODUCTS INC |
| DIVISION 7 METAL WORKS INC |
| ECCO HEATING PRODUCTS LTD |
| ECKSTROM INDUSTRIES INC |
| EJ BARTELLS |
| EMERALD AIRE INC |
| EMPIRE HEATING & COOLING INC |
| ENCODE CORPORATION |
| ENHANCED VISIONS |
| ENVIROMECH |
| ERSHIGS INC |
| EVERGREEN STATE HEATING & AC |
| FELLER HEATING & AC |
| GB SYSTEMS INC |
| GENERAL MECHANICAL INC |
| GENSCO |
| GLACKEN FABRICATION |
| GREEN WATER ENERGY LLC |
| GREENE PLUMBING & HEATING |
| H & K SHEETMETAL FABRICATORS INC |
| H & N SHEET METAL |
| H & R MECHANICAL SYSTEMS INC |
| HARDIN & SON'S INC |
| HARRIS & HART INC |
| HASKELL CORPORATION |
| HAWK MECHANICAL CONTRACTORS |
| HEAT SYSTEMS INC |
| HERMANSON CORPORATION |
| HOBSON FABRICATING CORPORATION |
| HOLADAY-PARKS INC |
| HOLMBERG COMPANY |
| HOME ENVIRONMENT SOLUTIONS LLC |
| HURLIMAN HEATING & AIR CONDITIONING INC |
| INDUSTRIAL SERVICES INC |
| INGERSOLL SHEET METAL LLC |
| INLAND AC & HEATING |
| INTERMECH INC |
| J & J HAMMER CONSTRUCTION LLC |
| J W BROWER HEATING & AC |
| JOHANSEN MECHANICAL INC |
| KENCO CONSTRUCTION INC |
| KESSLER BROTHERS CONSTRUCTION INC |
| KETCHIKAN MECHANICAL INC |
| KEY MECHANICAL OF WASHINGTON |
| KOLLMAR SHEET METAL WORKS INC |
| KOLLMAR INC |
| KRUEGER SHEET METAL |
| L & L MECHANICAL INC |
| L & M SM FABRICATORS INC |
| L & R FABRICATION |
| LACEY GLASS INC |
| LAKE UNION DRYDOCK COMPANY |
| LARAMIE HEATING AND SHEETMETAL WORKS INC |
| LEE FABRICATORS INC |
| LESLIE & CAMPBELL INC |
| LIMMER ROOFING INC |
| LONG TECHNOLOGIES INC |
| LYONS HEATING & AIR LLC |
| MACDONALD MILLER ALASKA INC |
| MACDONALD-MILLER FACILITY SOLUTIONS |
| MBI CONSTRUCTION SERVICES INC |
| MCKINSTRY COMPANY LLC |
| MD EXTERIORS INC |
| MERIT MECHANICAL SERVICES INC |
| METAL PRO HVAC FAB |
| METAL WORKS OF MONTANA INC |
| METALWORKS LLC |
| MEYER BROTHERS ROOFING INC |
| MIDWEST HEATING & COOLING |
| MILLER SHEETMETAL INC |
| MILLER'S SMITH & LOSLI |
| MMC MECHANICAL CONTRACTORS INC |
| MONTANA STATE SHEET METAL JATC |
| MORGAN MECHANICAL LLC |
| MOSES LAKE SHEET METAL |
| MOUNTAIN COPPER CREATIONS LLP |
| NAES POWER CONTRACTORS |
| NE WAN IDAHO JATC |
| NEUDORFER ENGINEERS INC |
| NICHOLLS SHEET METAL INC |
| NOBLE MECHANICAL LLC |
| NORPAC SHEET METAL INC |
| NORTHSHORE SHEET METAL |
| NORTHSTAR FEDERAL SERVICES INC |
| NORTHWEST METAL SOLUTIONS LLC |
| NW MOUNTAIN AIR |
| NWSMW ORGANIZATIONAL TRUST |
| OLYMPIA SHEET METAL INC |
| PACIFIC MECHANICAL SYSTEMS INC |
| PACIFIC RAINIER ROOFING INC |
| PACIFIC SHIP REPAIR |
| PCI-PERFORMACE CONTRACTING INC |
| PENDLETON HEATING & AC |
| PERFORMANCE SHEET METAL |
| PETROCHEM INSULATION |
| PHOENIX MECHANICAL INC |
| PINCHIFF MECHANICAL LLC |
| PLUMBING & MECHANICAL CONTRACTORS (PMC) |
| POLAR REFRIGERATION & RESTAURANT EQUIPMENT |
| PREMIER STAINLESS INSTALLATION |
| PRO MECHANICAL SERVICES |
| PSF MECHANICAL INC |
| PSR HVAC & MECHANICAL SERVICES (PUGET SOUND REFIGERATION INC) |
| QUEEN CITY SHEET METAL |
| REFRIGERATION & FOOD EQUIPMENT INC |
| REFRIGERATION UNLIMITED INC |
| RELIABLE SHEET METAL |
| RICKETTS METAL MANUFACTURING |
| RIGHT ON HEATING & SHEET METAL INC |
| ROBERT LLOYD SHEET METAL INC |
| ROCKY MOUNTAIN MECHANICAL INC |
| RSB CONSTRUCTION INC |
| S & R SHEET METAL INC |
| S & S METAL FABRICATION INC |
| SAFWAY |
| SCHMITTS SHEET METAL & ROOFING |
| SCHMOLCK MECHANICAL CONTRACTORS |
| SCOTT & FROM CO INC |
| SERVICE 1 HVAC LLC |
| SHEET METAL INC |
| SHEET METAL PRODUCTS INC |
| SHIMMICK CONSTRUCTION COMPANY INC |
| SHINN MECHANICAL |
| SMACNA WESTERN WASHINGTON INC |
| SMK SERVICE INC |
| SMK TRI-CITIES INC |
| SPOKANE TIN & SHEET IRON WORKERS INC |
| STRAUB HEATING & COOLING LLC |
| STREIMER SHEET METAL |
| SUN-AIR SHEET METAL |
| SUNSET AIR INC |
| SUPERIOR AIR HANDLING |
| SUPERIOR GROUP INC |
| SUPERIOR PLUMBING & HEATING (SUPERIOR MECH) |
| SW CENTRAL IDAHO JATC |
| TACOMA SCHOOL DISTRICT |
| TEMP CONTROL MECHANICAL CORP (TMC) |
| TEMP CONTROL MECHANICAL SERVICE |
| TIM FORCE TIN SHOP INC |
| TIN WORKS INC |
| TINMAN SHEETMETAL HEATING & COOLING LLC |
| TLD MECHANICAL |
| TOTAL ENERGY MANAGEMENT INC |
| TRI MECHANICAL |
| TRI-COUNTY MECHANICAL & ELECTRICAL INC |
| TRUEPOINT METALWORKS & WELDING |
| UNIVERSITY MECHANICAL |
| UPTOWN MECHANICAL |
| URS ENERGY & CONSTRUCTION |
| US ENGINEERING COMPANY |
| US SHEET METAL COMPANY INC |
| V & R SHEETMETAL LLC |
| VALLEY MECHANICAL INC |
| VANCE HEATING & AC |
| VIGOR SHIPYARDS |
| VITAL MECHANICAL SERVICE INC |
| VOGTS HEATING & AIR |
| WADECO INC |
| WESTERN MECHANICAL SYSTEMS INC |
| WESTERN WASHINGTON HEATING & AC |
| WESTWARD SEAFOODS INC |
| WHITE FOX BUILDING SERVICES LLC |
| WILBUR BROTHERS |
| WILLIAMS MECHANICAL INC |
| WILLIAMS PLANT SERVICES LLC |
| Y M C INCORPORATED |
| ZUIDERWEG CONSTRUCTION |
| BEAR PAW AND BALANCE |
| COOKS AUTO REBUILD |
| INTEGRITY STRUCTURS INC |
| INTERMECH INC (LUWA) |
| METAL CREEK MECHANICAL LLC |
| RSI |
| 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 |