ALASKA CARPENTERS HEALTH AND WELFARE: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ALASKA CARPENTERS HEALTH AND WELFARE (EIN 92-6002106)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-04
- IRS object ID
- 201403089349301615
- Schema version
- 2013v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-04T15:21:32-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 EXECUTIVE PARKWAY SUITE 400 | AddressLine1 |
| City | SAN RAMON | City |
| State | CA | State |
| ZIP Code | 94583 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 926002106 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALASKA CARPENTERS HEALTH & WELFARE TRUST FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALAS | BusinessNameControlTxt |
| Phone | 2064417574 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 34203 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98124 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT HANSEN | PersonNm |
| Person Title | CO-CHAIRMAN - TRUSTEE | PersonTitleTxt |
| Phone | 2064417574 | PhoneNum |
| Signature | 2014-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHLEEN D HAAB | PreparerPersonNm |
| PTIN | P01068129 | PTIN |
| Phone | 9252779100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN ENG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 34203 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98124 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,428,004 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1956 | FormationYr |
| Legal Domicile State | AK | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | 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 | $15,014,114 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $15,116,046 | CYProgramServiceRevenueAmt |
| PY Investment Income | $610,147 | PYInvestmentIncomeAmt |
| CY Investment Income | $223,025 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $15,624,261 | PYTotalRevenueAmt |
| CY Total Revenue | $15,339,071 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $12,417,393 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $11,973,265 | 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 | $879,834 | PYOtherExpensesAmt |
| CY Other Expenses | $861,263 | CYOtherExpensesAmt |
| PY Total Expenses | $13,297,227 | PYTotalExpensesAmt |
| CY Total Expenses | $12,834,528 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,327,034 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,504,543 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,419,525 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,729,168 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,706,103 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,701,933 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,713,422 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,027,235 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS 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 | Yes (1) | 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 | 287 | 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 | 8 | 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 | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | 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 | WELFARE & PENSION ADMIN SERVICE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2064417574 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2815 SECOND AVENUE | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98121 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| JOHN PALMATIER | |||||
| CO-CHAIRMAN - TRUSTEE - PAST | 1.20 | Yes (X) | $0 | $0 | $0 |
| BERT BELL | |||||
| TRUSTEE | 1.20 | Yes (X) | $0 | $0 | $0 |
| JOHN ENG | |||||
| CO-CHAIRMAN - TRUSTEE | 1.20 | Yes (X) | $0 | $0 | $0 |
| ROBBY CAPPS | |||||
| TRUSTEE | 1.20 | Yes (X) | $0 | $0 | $0 |
| STEVE ABEL | |||||
| TRUSTEE | 1.20 | Yes (X) | $0 | $0 | $0 |
| E SCOTT HANSEN | |||||
| CO-CHAIRMAN - TRUSTEE | 1.20 | Yes (X) | $0 | $0 | $0 |
| JOHN MACKINNON | |||||
| ALTERNATE TRUSTEE | 1.20 | Yes (X) | $0 | $0 | $0 |
| LAIRD GRANTHAM | |||||
| TRUSTEE | 1.20 | Yes (X) | $0 | $0 | $0 |
| IDONNA PIEPER-NELSON | |||||
| TRUSTEE - PAST | 1.20 | Yes (X) | $0 | $0 | $0 |
| DOUG TWEEDY | |||||
| TRUSTEE | 1.20 | Yes (X) | $0 | $0 | $0 |
| JERRY AUVIL | |||||
| ALTERNATE TRUSTEE | 1.20 | Yes (X) | $0 | $0 | $0 |
| JED SHANDY | |||||
| TRUSTEE | 1.20 | Yes (X) | $0 | $0 | $0 |
| SEE SCHEDULE O FOR | |||||
| COMPENSATION PAID BY RELATED ORG | 1.20 | Yes (X) | $0 | $1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1 | 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 (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WELFARE & PENSION ADMINISTRATION SERVICE | |||||
| 2815 2ND AVENUE SUITE 300 | SEATTLE | WA | 98121 | ADMINISTRATION | $385,012 |
| PREMERA BLUE CROSS | |||||
| 7001 220TH ST SW | MOUNTLAKE TERRACE | WA | 98043 | CLAIMS ADMINISTRATION | $200,829 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $14,152,374 | $14,152,374 |
| EMPLOYEE CONTRIBUTIONS | 900099 | $704,449 | $704,449 |
| STOP LOSS INCOME | 900099 | $212,579 | $212,579 |
| OTHER INCOME | 900099 | $46,644 | $46,644 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $15,116,046 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $223,025 | TotalRevenueColumnAmt |
| Exclusion | $223,025 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,088,933 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,088,933 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,339,071 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,116,046 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $223,025 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,973,265 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,688 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,514 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,514 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,715 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,289 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,818 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,525 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,010 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,190 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,834,528 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,292 | BOYAmt |
| EOY | $174,266 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,548,654 | BOYAmt |
| EOY | $1,684,020 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,845 | BOYAmt |
| EOY | $13,345 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $663,806 | BOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,941,928 | BOYAmt |
| EOY | $20,857,537 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,419,525 | BOYAmt |
| EOY | $22,729,168 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,803 | BOYAmt |
| EOY | $1,913,933 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,543,300 | BOYAmt |
| EOY | $7,788,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,706,103 | BOYAmt |
| EOY | $9,701,933 | 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 | $10,713,422 | BOYAmt |
| EOY | $13,027,235 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,713,422 | BOYAmt |
| EOY | $13,027,235 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,419,525 | BOYAmt |
| EOY | $22,729,168 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,504,543 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$190,730 | 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 Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| FEDERATED GOVERNMENT OBLIGATIONS FUND (INSTITUTIONAL) | $4,066,219 | F |
| VANGUARD ST BOND INDEX (INSTITUTIONAL) | $16,791,318 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $20,857,537 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCUMULATED ELIGIBILITY CREDITS | $5,563,000 |
| CLAIMS PAYABLE AND IBNR | $2,225,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,788,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,115,626 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$190,730 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$190,730 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,306,356 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $32,715 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $32,715 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,339,071 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,557,113 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,557,113 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $32,715 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $244,700 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $277,415 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,834,528 | 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 MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABIILTY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2013, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2010. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CHANGE IN BENEFIT OBLIGATIONS |
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 WELFARE & PENSION ADMINISTRATION SERVICE, INC. TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE BOARD OF TRUSTEES (GOVERNING BODY) DOES NOT HAVE COMMITTEES THAT ACT ON ITS BEHALF. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE SIGNING TRUSTEE WILL REVIEW THE FORM 990 PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL MEMBERS OF THE BOARD OF TRUSTEES ARE COVERED BY THE CONFLICT-OF-INTEREST POLICY. IF AND WHEN A POTENTIAL CONFLICT OF INTEREST IS DISCLOSED, THE BOARD OF TRUSTEES WILL INVOLVE THE TRUST'S ATTORNEY TO EVALUATE IF THE MATTER WOULD LIKELY PREVENT AN UNBIASED OR OBJECTIVE DECISION BY A TRUSTEE. AS APPROPRIATE, DISCIPLINARY OR CORRECTIVE ACTION WILL BE TAKEN. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART VII, SECTION A, LINE 1A: | TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE THIRD-PARTY ADMINISTRATOR, WELFARE & PENSION ADMINISTRATION SERVICE, 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ALASKA CARPENTERS DEFINED CONTRIBUTION TRUST FUND | ||||||||||
| 2815 SECOND AVENUE SUITE 300 | SEATTLE | WA | 98124 | 926003157 | PENSION BENEFITS | AK | 501(A) | N/A | N/A | 0 |
| SOUTHERN ALASKA CARPENTERS RETIREMENT FUND | ||||||||||
| 2815 SECOND AVENUE SUITE 300 | SEATTLE | WA | 98124 | 920120866 | RETIREMENT BENEFITS | AK | 501(A) | N/A | N/A | 0 |
| UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA LOCAL UNION NO 2247 | ||||||||||
| PO BOX 21154 | JUNEAU | AK | 998021154 | 920010799 | LABOR UNION | AK | 501(C ) | N/A | N/A | 0 |
| U B OF CARPENTERS AND JOINERS OF AMERICA AND MILLWRIGHTS LOCAL 1501 | ||||||||||
| 407 DENALI ST STE 101 | ANCHORAGE | AK | 995012646 | 201069181 | LABOR UNION | AK | 501(C ) | N/A | N/A | 0 |
| PILEDRIVERS AND DIVERS LOCAL 2520 | ||||||||||
| 525 E 8TH AVE | ANCHORAGE | AK | 99501 | 920020902 | LABOR UNION | AK | 501(C ) | N/A | N/A | 0 |
| UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA LOCAL UNION NO 1243 | ||||||||||
| 25 TIMBERLAND DRIVE | FAIRBANKS | AK | 99701 | 920013107 | LABOR UNION | AK | 501(C ) | N/A | N/A | 0 |
| UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA LOCAL UNION NO 1281 | ||||||||||
| 407 DENALI STREET | ANCHORAGE | AK | 99501 | 920009581 | LABOR UNION | AK | 501(C ) | 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 | Yes (1) | 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, RELATED ORGANIZATIONS: | FormAndLineReferenceDesc |
| Explanation | THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF DECEMBER 31, 2013, THERE ARE APPROXIMATELY 141 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 ENTITY, TAX EXEMPT ORGANIZATION, PARTNERSHIP, TAXABLE CORPORATION OR 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. A - 1 INDUSTRIAL A I C INC AATCA ACCURATE FRAMING SYST ADMIRALTY CONSTRUCTION AK APPRENTICE & AK BRICKLAYERS PENSION AK CARPENTERS TRNG AK CARPS LOCAL 1243 AK CARPS LOCAL 1281 AK CARPS LOCAL 2520 AK PILEDRIVERS 2520 AK PROFESSIONAL CONST ALASKA COMMERCIAL ALASKA FRONTIER CONST ALASKA PROFESSIONAL ALASKA STONE & ALASKA WORKS ALCAN GENERAL INC ALEUT GLOBAL SOLUTIONS AMERICAN MARINE AMERICAN MECHANICAL ARETE CONSTRUCTION ARETE CONSTRUCTION INC ARNELL ICM CO ASRC MCGRAW BEK INC BEK OF ALASKA BELARDE CUSTOM BLAZY CONSTRUCTION INC BOREALIS CONST CO BRADSHAW & ASSOC, INC. BRECHAN ENTERPRISES BRISTOL DESIGN BLD SVC BUCHER GLASS INC CARLSON MASONRY INC CATALYST MARINE CB&I FEDERAL SERV LLC CHRISTENSEN CITY OF FAIRBANKS CLARION COMPANY CML SPECIALTIES INC COHO CONTRACTORS LLC COLD CLIMATE HOUSING CORNERSTONE CONST D.B. MASONRY DAVIS CONST & ENG INC DAVIS CONSTRUCTORS DAVIS CONSTRUCTORS INC DAWSON CONSTRUCTION CO DRESSER-RAND E & D DRILLING E J BARTELLS ELITE ACOUSTICS ELITE ACOUSTICS & INT. EVER ELECTRIC INC EXCEL CONSTRUCTION INC F & W CONSTRUCTION CO FAIRBANKS PIPELINE FAR NORTH FISCHETTI ENTERPRISES G & S MGMT SERVICE INC G B C INC GHEMM CO INC GIBSON DOOR & MILLWORK GLOBAL DIVING & SALVG GLOBAL DIVING & SALVG. GOLD DUST ACOUSTICS GOLIATH CONSTRUCTION GRAFF CONTRACTING LLC GREG JONES AND HAMILTON CONSTRUCTION HARRI PLBG & HTG INC HARRIS SAND AND GRAVEL HARTMAN CONST & EQUIP HASKELL CORP HECTOR'S WELDING INC HICKEL CONSTR & ENG HOPKINS BROTHERS CONST ISEC INC JACKSON DEAN CONST JAFFA CONSTRUCTION JGC INC JOHNSON RIVER KC CORPORATION KEN BRADY CONST CO INC KICC-ALCAN GENERAL JV KIEWIT BUILDING GROUP KIEWIT INFRASTRUCT. W. K'S CONSTRUCTION INC LINDQUIST PAINTING MKB CONSTRUCTORS MOWAT CONSTRUCTION COM NAES POWER CONTRACTORS NAES POWER CONTRACTRS NANUQ INC. NEESER CONSTR INC NORCON INC NORTH PACIFIC ERECTORS NORTHLAND CONCRETE NORTHWEST UNDERWATER ONEX INC ORION MARINE GROUP OVERHEAD DOOR CO OF PACIFIC NW REGIONAL PACIFIC PARTITION PACIFIC PILE & MARINE PCG LLC PCL CONST SERVICE INC PRIMUS SOLUTIONS INC R & R SCAFFOLDING RECIP ADJUSTMENT REYNOLDS GENERAL ROADRUNNER FENCE ROGER HICKEL CONTRACT RUSKIN CONSTRUCTION S R BALES CONSTR INC. S.T. COTTER TURBINE SAFWAY SERVICES INC SAFWAY SERVICES LLC SANDSTROM & SONS INC SBH SERVICES INC SCIENTIFIC ENVIRONMENT SEANA CABINETS INC SMITH MASONRY INC SNC-LAVALIN SOCKEYE CONSTRUCTION SOUTHEAST PARTITIONS SWALLING CONST CO INC TESTER DRILLING TILLY & CO TOLOVANA CONSTRUCTION TREE TO TRIM TRIPLETTE CONSTRUCTION TUNISTA CONSTRUCTION UNIT COMPANY WELDIN CONST INC WESTERN MARINE CONST WESTERN PARTITIONS WINSOR CONSTR INC WOODS CONSTRUCTION INC | ExplanationTxt |