STRATEGY STUDIO / PUBLIC DATA EXPLORER

NORTHWEST IRON WORKERS HEALTH & SECURITY TRUST: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
NORTHWEST IRON WORKERS HEALTH & SECURITY TRUST (EIN 91-6068079)
Tax period
2011-07-01 to 2012-06-30
Filed
2013-05-13
IRS object ID
201321339349304717
Schema version
2011v1.5
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

FieldValueIRS element (for citing)
Timestamp2013-05-13T15:06:53-07:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ANASTASI MOORE & MARTIN PLLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1104 S DivisionAddressLine1
CitySpokaneCity
StateWAState
ZIP Code99202ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN916068079EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Northwest Ironworkers Health & SecurityBusinessNameLine1
Business Name Line2TrustBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlNORTNameControl
Phone2064417574Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O Box 34203AddressLine1
CitySeattleCity
StateWAState
ZIP Code98124ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameScott DahlgrenName
TitleChairmanTitle
Date Signed2013-05-13DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NamePaul J Anastasi CPAName
Phone5093230272Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonScott DahlgrenNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1PO Box 34203AddressLine1
CitySeattleCity
StateWAState
ZIP Code98124ZIPCode
FieldValueIRS element (for citing)
Gross Receipts70141891GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
All Affiliates IncludedfalseAllAffiliatesIncluded
Organization501cXOrganization501c
Web SiteN/AWebSite
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation1966YearFormation
State Legal DomicileWAStateLegalDomicile
Activity Or Mission DescriptionHealth benefits for participantsActivityOrMissionDescription
Nbr Voting Members Governing Body16NbrVotingMembersGoverningBody
Nbr Independent Voting Members16NbrIndependentVotingMembers
Total Nbr Employees46TotalNbrEmployees
Total Gross UBI0TotalGrossUBI
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year25358888ProgramServiceRevenuePriorYear
Program Service Revenue CY28075570ProgramServiceRevenueCY
Investment Income Prior Year1509042InvestmentIncomePriorYear
Investment Income Current Year1418492InvestmentIncomeCurrentYear
Other Revenue Prior Year3266OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year26871196TotalRevenuePriorYear
Total Revenue Current Year29494062TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year27676983BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY29322137BenefitsPaidToMembersCY
Salaries Etc Prior Year12008SalariesEtcPriorYear
Salaries Etc Current Year7963SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year2567810OtherExpensePriorYear
Other Expenses Current Year2515913OtherExpensesCurrentYear
Total Expenses Prior Year30256801TotalExpensesPriorYear
Total Expenses Current Year31846013TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-3385605RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-2351951RevenuesLessExpensesCY
Total Assets BOY49464804TotalAssetsBOY
Total Assets EOY44240393TotalAssetsEOY
Total Liabilities BOY18587742TotalLiabilitiesBOY
Total Liabilities EOY17821216TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY30877062NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY26419177NetAssetsOrFundBalancesEOY
Mission DescriptionTo provide health and welfare benefits to eligible participants of the plan.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
DescriptionTo provide health and welfare benefits to eligible participants of the plan.Description
Described In501 C3falseDescribedIn501C3
Schedule B RequiredfalseScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotetrueReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntitytrueDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntitytrueRelatedOrgControlledEntity
Transaction Related EntitytrueTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredfalseScheduleORequired
Number Forms Transmitted With10961376NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingfalseComplianceWithBackupWitholding
Number Of Employees46NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Form990-T FiledfalseForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Form8886 T FiledfalseForm8886TFiled
Non Deductible ContributionsfalseNonDeductibleContributions
Non Deductible DisclosurefalseNonDeductibleDisclosure
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionsfalseTaxableDistributions
Distribution To DonorfalseDistributionToDonor
Filed Lieu1041falseFiledLieu1041
Licensed More Than One StatefalseLicensedMoreThanOneState
Indoor Tanning ServicesfalseIndoorTanningServices
Form720 FiledfalseForm720Filed
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members16NbrVotingGoverningBodyMembers
Number Independent Voting Members16NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiestrueDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteesfalseMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Policies Reference ChaptersfalsePoliciesReferenceChapters
Form990 Provided To Governing BodyfalseForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOfalseCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Written Policy Or ProcedurefalseWrittenPolicyOrProcedure

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonWelfare Pension Admin ServicNamePerson
Telephone Number2064417574TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line12815 Second AvenueAddressLine1
CitySeattleCity
StateWAState
ZIP Code98121ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (16 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
Raymond Tanner
Trustee1.00X000
Steve Pendergrass
Trustee1.00X000
Donnie Patterson
Trustee1.00X000
paul M Carr
Trustee1.00X000
kevin Jensen
Trustee1.00X000
jeff Glockner
Trustee1.00X000
joe bowers
Trustee1.00X000
Ron Piksa
Trustee1.00X000X
Rex D Smith
Trustee1.00X000
Steven LaRue
Trustee1.00X000
Jeff Ilenstine
Trustee1.00X000
Dave Harrison
Trustee1.00X000
Allan Harding
Trustee1.00X000
Dick DeVries
Trustee1.00X000
Ken Carr
Trustee1.00X000
Scott Dahlgren
Chairman1.00X000X
FieldValueIRS element (for citing)
Number Individuals GT100 K0NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (4 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
Welfare and Pension Administration Services
2815 2nd Avenue 300seattleWA98124admin and claim proc746368
The Segal Company
100 Montgomery StreetSan FranciscoCA94104actuary144628
Premera Bluecross
7001 220st SW Bldg 1mountlake terraceWA98043claim processing634986
Envision pharmaceutical Services
2181 East Aurora Rd Suite 201TwinsburgOH44087claim processing134779
FieldValueIRS element (for citing)
Number Of Contractors GT100 K4NumberOfContractorsGT100K
Total Contributions0TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
participants contribution52510054757595475759
Liquidated Damages5251002460424604
Formulary Rebate525100549549
employers contributions5251002254332122543321
Cobra Reimbursement5251003133731337
FieldValueIRS element (for citing)
Total Program Service Revenue28075570TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1166175TotalRevenueColumn
Exclusion$1,166,175ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities40900146Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities40647829Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities252317Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column252317TotalRevenueColumn
Related Or Exempt Function Income252317RelatedOrExemptFunctionIncome

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
FieldValueIRS element (for citing)
Total Other Revenue0TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column29494062TotalRevenueColumn
Related Or Exempt Function Income28327887RelatedOrExemptFunctionIncome
Exclusion$1,166,175ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total0Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total29322137Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total0Total

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total0Total

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total0Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total0Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total7963Total

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total260604Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total76933Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total22802Total

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total103306Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total144628Total

Advertising Advertising

FieldValueIRS element (for citing)
Total0Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total73077Total

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total0Total

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total0Total

Travel Travel

FieldValueIRS element (for citing)
Total24863Total

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total8142Total

Interest Interest

FieldValueIRS element (for citing)
Total0Total

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total0Total

Insurance Insurance

FieldValueIRS element (for citing)
Total78155Total

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotal
Postage and Shipping57304
case management fees141645
drug test program expense144990
claims processing fees1285451

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total94013Total

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total31846013Total
Program Services0ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY466854BOY
EOY440309EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY696455BOY
EOY1181196EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
EOY0EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY702453BOY
EOY274084EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY2020187BOY
EOY2094365EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY19064BOY
EOY20633EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis14872LandBuildingsEquipmentBasis

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY16719BOY
EOY14872EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY41346376BOY
EOY38999794EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY4196696BOY
EOY1215140EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
EOY0EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY49464804BOY
EOY44240393EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY8897831BOY
EOY10268856EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY9689911BOY
EOY7552360EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY18587742BOY
EOY17821216EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY30877062BOY
EOY26419177EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY30877062BOY
EOY26419177EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY49464804BOY
EOY44240393EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-2351951ReconcilationRevenueExpenses
Reconcilation Other Changes-2105934ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit RequiredfalseFederalGrantAuditRequired
Federal Grant Audit PerformedfalseFederalGrantAuditPerformed

Schedule D IRS990ScheduleD

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis14872OtherCostOrOtherBasis
Book Value14872BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings14872TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
Obligation under security lending agreem$1,491,360
Estimated Accumulated eligibility credit$6,061,000
FieldValueIRS element (for citing)
Total Of Amounts7552360TotalOfAmounts
Total Revenue29494062TotalRevenue
Total Expenses31846013TotalExpenses
Excess Or Deficit For Year-2351951ExcessOrDeficitForYear
Net Unrealized GL On Investments-553934NetUnrealizedGLOnInvestments
Other$614,953OtherAmount
Total Adjustments61019TotalAdjustments
Excess Or Deficit Per FS-2290932ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt28836822TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-553934NetUnrealizedGainsInvestments
Revenue Not Rptd F990-553934RevenueNotRptdF990
Revenue Subtotal29390756RevenueSubtotal
Investment Expenses Not Included103306InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt103306RevenueNotRptdOnFinStmt
Total Revenue Per Form99029494062TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt31127754TotExpensesEtcAuditedFinclStmt
Expenses Subtotal31127754ExpensesSubtotal
Investment Expenses Not Included2103306InvestmentExpensesNotIncluded2
Other Expenses Not Included614953OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt718259ExpensesNotRptdOnFinStmt
Total Expenses Per Form99031846013TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Part XPart X : FIN48 FootnoteAccounting 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 administrator has analyzed the tax positions taken by the plan, and has concluded that as of June 30, 2012 and 2011, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. the plan administrator believes it is no longer subject to income tax examinations for years prior to 2008.
Part XIII, Line 4bPart XIII, Line 4b: Other revenue amounts included on 990 but not included in F/Sobligations payable at June 30, 2011 $-4366156 obligations payable at June 30, 2012 $4981109
Part XI, Line 8Part XI, Line 8: Other Changes in Net Assets or Fund Balancesother obligations payable June 30, 2011 $9499000 other obligations payable June 30, 2012 $ -11051000

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Form 990, Part VI, Line 19Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableNo documents available to the public.
Form 990, Part VI, Line 12cForm 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsThe plan's third party administrator sends an annual questionnaire to each trustee regarding conflicts of interest.
Form 990, Part VI, Line 11Form 990, Part VI, Line 11: Form 990 Review ProcessNo review was or will be conducted.
Form 990, Part VI, Line 3Form 990, Part VI, Line 3: Description of Delegated Duties to Management CompanyThe day to day operations of the trust were contracted out to a professional administration company, but the board of trustees retain ultimate responsibility for the operations of the trust.

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI (4 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNA
river city rebar llc
22267 SW 111th avetualatinOR97062371500978rebar installationORN/A
safley steel llc
900 meridian E Ste 19-408miltonWA98354260330998install rebarWAN/A
barclay dean architectural products
17627 128th st NEwoodinvilleWA98072911870701interior finishings for constructionWAN/A
washington state bldg & construction tra
906 columbia st sw 107olympiaWA98501910462125lobbyingWAN/A

Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNAControlled OrgControlledOrgExempt Code SectionExemptCodeSection
seattle bldg & const
p o box 80327seattleWA98108910402265labor org for constyruction tradesWAN/Afalse
pacific nw ironworkers
p o box 33030portlandOR97292916056203ironworker apprenticeship trainingWAN/Afalse
Northwest Ironworkers - Employers
Vacation Plan P O Box 34203SeattleWA98124516029816To provide vacation benefitsWAN/Afalse501 (c) (9)
Northwest Ironworkers Retirement Trust
P o Box 34203SeattleWA98124916123688To provide Retirement BenefitsWAN/Afalse501 (A)
Ironworkers Dist Council of Pacific NW
Field Ironworkers Annuity TR FDPO Box SeattleWA98124To provide Retirement BenefitsWAN/Afalse501 (A)

Form990 Schedule R Part III Form990ScheduleRPartIII (4 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNADisproportionate AllocationsDisproportionateAllocationsGeneral Or Managing PartnerGeneralOrManagingPartnerPrimary ActivityPrimaryActivity
see attached
p o box 1sookaneWA99202119930245WAN/Afalsefalse
superior steel and ironworkers llc
21229 84th ave SouthkentWA98032680624674WAN/Afalsefalsesteel install
mcclean iron works
2102 ross aveeverettWA98201202042334WAN/Afalsefalsesteel fabrication
lampson international llc
p o box 6510kennewickWA99336912079019WAN/Afalsefalserental and lease cranes

Form990 Schedule R Part IV Form990ScheduleRPartIV (46 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNAType Of EntityTypeOfEntityBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
see attached - sch R responses Corporati
p o box 001spokaneWA99202111111111constructionWAN/A
willamette valley steel inc
19255 sw cappen rdsherwoodOR931150601931150601constructionORN/As corp
western rebar inc
2255 ne 194th ave 1portlandOR97230900121677install rebarORN/As corp
triad mechanical inc
1419 ne lombard plportlandOR97211930894841constructionORN/As corp
tri states rebar inc
7208 e indiana avespokaneWA99212911255722reinforcing steel supplyWAN/As corp
sowles co
700 canterbury rdshakopeeMN55379410859908steel erectionMNN/Ac corp
skanska civil
1995 agua mansa rdriversideCA92509264709347constructionCAN/Ac corp
sellen const co inc
p o box 9970seattleWA98109910592890general contractorWAN/As corp
rigging international
1210 marina village 100alamedaCA94501941691525general engineeringCAN/Ac corp
refa erection
p o box 23724tigardOR97281930831741steel erectionORs corpfought & company in
rebar international
2604 meridian ave eedgewoodWA98371911204188install reinforcing steelWAN/Ac corp
rainier steel inc
p o box 1437auburnWA98071911082179furnish & industrialWAN/As corp
rpm steel inc
p o box 1936auburnWA98071911366094installation reinforcing steelWAN/As corp
r2m2 rebar & stressing
2255 ne 194th aveportlandOR97230931288140rebarORN/As corp
pacer steel inc
p o box 252pacificWA98047202166034subcontractorWAN/As corp
omega rigging & machinery moving inc
23810 ne huffman sthillsboroOR97124141891026machinery movingWAN/Ac corp
omega riggers & erectors inc
3705 west valley hwy nauburnWA98001274993691contractorWAN/As corp
northwest tower crane service inc
710 s 226 stdes moinesWA98198911647193erect tower cranesWAN/As corp
northwest steel erection inc
13317 ash wy suite aaeverettWA98204911276962structural steel erectionWAN/As corp
Kiewit General AJV
1000 Kiewit plazaomahaNE68131200079843constructionNEN/Ac corp
j h kelly llc
p o box 2038longviewWA98632911704136mechanical contractorWAN/Ac corp
hamon custodis
p o box 1500somervilleNJ08876223595109constructionNJN/Ac corp
H&L corporation
200 NE victory Suite DGreshamOR97030952209730structural steelORN/Ac corp
general const inc
1000 kiewit plazaomahaNE68131911739609constructionNEN/Ac corp
garco consttruction
p o box 2946spokaneWA99220262160084commercial builderWAN/As corp
farwest steel
2000 henderson aveeugeneOR97403262670364placing reinforcing steelORc corpfarwest steel corp
evergreen erectors inc
p o box 2516lynnwoodWA98036911852844erect structural steelWAN/As corp
the erection co inc Suite D
17415 51ST ave NEarlingtonWA98223911140972steel erectionWAN/As corp
dix corporation
s 4024 grove rdspokaneWA99224910666092industrial contractorWAN/As corp
diamond B constrctors inc
3436 airport drivebellinghamWA98226910595285industrial contractorWAN/As corp
derr & Gruenewald construction co
p o box 219hendersonCO80640000000000steel erectionCON/As corp
dahlgren industrial inc
p o box 3515seattleWA98124912164214industrial general contractorWAN/As corp
cruncher construction
p o box 756bellinghamWA98227912051026install reenforcing steelWAN/As corp
corona stud & deck llc
3015 106th street southlakewoodWA98499274728963steel erectionWAN/As corp
corona steel inc
3015 106th st southlakewoodWA98499911528810steel erectionWAN/As corp
columbia bridge & iron inc
28220 SW boberg rdwilsonvilleOR97070931306444structural steelORN/As corp
coastal steel inc
p o box 741grahamWA98338202046524subcontractor, steel erectionWAN/As corp
cascade steel inc
1085 12th ave NW Ste D-9issaquahWA98027911605304constructionWAN/As corp
carr construction
p o box 8638portlandOR97207930926019construction, steel erectionORN/As corp
Blattner Energy inc
392 county rd 50avonMN56310263774732heavy constructionMNN/Ac corp
bechtel inc hanford
2435 Stevens cntr plrichlandWA99352942452542constructionAZN/AS corp
barhhart crane & rigging
2163 airway blvdmemphisTN38114621269879tennesseeTNN/As corp
Bar-m steel commercial inc
53395 E sylvan DrsandyOR97055680550787rebar installationORN/As corp
Apex steel Inc
14780 NE 95th stRedmondWA98052911705769constructionWAN/AS corp
american ironworks & erectors inc
11016 E montgomery 201spokane valleyWA99206911390341structurol steel erectionWAN/AC corp
alliance indust group
1120 NE 146th st 200VancouverWA98685931314507steel erectorsWAN/AC corp
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeesfalseSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgtrueOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (48 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
willamette valley steel inc
r59509cash
western rebar inc
r104545cash
triad mechanical inc
r63368cash
tri states rebar inc
r156180cash
sowles co
r631944cash
skanska civil
r140397cash
sellen const co inc
r205877cash
rigging international
r53638cash
refa erection
r723425cash
rebar international
r246350cash
rainier steel inc
r130341cash
rpm steel inc
r206828cash
r2m2 rebar & stressing
r666332cash
pacer steel inc
r355476cash
omega rigging & machinery moving inc
r228735cash
omega riggers & erectors inc
r62022cash
northwest tower crane service inc
r71115cash
northwest steel erection inc
r135579cash
Kiewit General AJV
r222131cash
j h kelly llc
r514316cash
hamon custodis
r50772cash
H&L corporation
r74822cash
general const inc
r337189cash
garco consttruction
r516035cash
farwest steel
r214228cash
evergreen erectors inc
r258553s corp
the erection co inc Suite D
r691610cash
dix corporation
r165037cash
diamond B constrctors inc
r69069cash
derr & Gruenewald construction co
r882039cash
dahlgren industrial inc
r86116cash
cruncher construction
r114645cash
corona stud & deck llc
r106891cash
corona steel inc
r420613cash
columbia bridge & iron inc
r257487cash
coastal steel inc
r126282cash
cascade steel inc
r67916cash
carr construction
r765446cash
Blattner Energy inc
r391327cash
bechtel inc hanford
r1675809cash
barhhart crane & rigging
r184595cash
Bar-m steel commercial inc
r55581cash
Apex steel Inc
r540440cash
american ironworks & erectors inc
r350947cash
alliance indust group
r521734cash
superior steel and ironworkers llc
r302327cash
mcclean iron works
r140982cash
lampson international llc
r309615cash