NORTHWEST SHEET METAL WORKERS WELFARE FUND: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- NORTHWEST SHEET METAL WORKERS WELFARE FUND (EIN 91-0589283)
- Tax period
- 2012-04-01 to 2013-03-31
- Filed
- 2013-10-31
- IRS object ID
- 201343049349300549
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-10-31T12:46:57-05:00 | Timestamp |
| Tax Period End Date | 2013-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 W RIVERSIDE AVE SUITE 700 | AddressLine1 |
| City | SPOKANE | City |
| State | WA | State |
| ZIP Code | 99201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910589283 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHWEST SHEET METAL WORKERS WELFARE FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NORT | NameControl |
| Phone | 5095340600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1322 NORTH POST | AddressLine1 |
| City | SPOKANE | City |
| State | WA | State |
| ZIP Code | 99201 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICK SCHRADER | Name |
| Title | TRUSTEE | Title |
| Phone | 5095340600 | Phone |
| Date Signed | 2013-10-31 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HARLEY B RECKORD CPA | Name |
| PTIN | P00060217 | PTIN |
| Phone | 5093636300 | Phone |
| Date Prepared | 2013-10-23 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RICK SCHRADER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1322 NORTH POST | AddressLine1 |
| City | SPOKANE | City |
| State | WA | State |
| ZIP Code | 99201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 114836585 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1952 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | HEALTH AND WELFARE BENEFITS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 154 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 53913689 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 56072085 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2996751 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4144650 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 56910440 | TotalRevenuePriorYear |
| Total Revenue Current Year | 60216735 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 56220550 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 57144781 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1861425 | OtherExpensePriorYear |
| Other Expenses Current Year | 1845594 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 58081975 | TotalExpensesPriorYear |
| Total Expenses Current Year | 58990375 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1171535 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1226360 | RevenuesLessExpensesCY |
| Total Assets BOY | 65622734 | TotalAssetsBOY |
| Total Assets EOY | 65570473 | TotalAssetsEOY |
| Total Liabilities BOY | 27824538 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 27958857 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 37798196 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 37611616 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 4814 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 154 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AW REHN AND ASSOCIATES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5095340600 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1322 N POST ST | AddressLine1 |
| City | SPOKANE | City |
| State | WA | State |
| ZIP Code | 99201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| RICK SCHRADER | ||||||
| TRUSTEE | 0.00 | X | X | 0 | 0 | 0 |
| BARON W DERR | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| JERRY KINSLEY | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| BRENT MOORE | ||||||
| TRUSTEE | 0.00 | X | X | 0 | 0 | 0 |
| JIM RYAN | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| DAVE WELTY | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| RANDY FRISBEE | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| ERIC MARTINSON | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| JOHN MERK | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| RIC TENNESON | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| AW REHN AND ASSOCIATES | |||||
| 1322 N POST ST | SPOKANE | WA | 99201 | ADMINISTRATION | 956983 |
| FIRST CHOICE HEALTH NETWORK | |||||
| 600 UNIVERSITY ST STE 1400 | SEATTLE | WA | 98101 | CLAIMS | 493837 |
| ENVISION PHARMACEUTICAL SERVICES | |||||
| 2181 E AURUORA RD STE 201 | TWINSBURG | OH | 44087 | RX CLAIMS ADMINISTRATOR | 130924 |
| RAEL & LETSON | |||||
| 419 OCCIDENTAL AVE S STE 304 | SEATTLE | WA | 98104 | ACTUARIAL CONSULTANT | 100600 |
| RAINIER INVESTMENT MANAGEMENT | |||||
| 601 UNION ST STE 2801 | SEATTLE | WA | 98101 | INVESTMENT MANAGER | 100513 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 525100 | 47555728 | 47555728 |
| PARTICIPANT CONTRIBUTI | 525100 | 4669768 | 4669768 |
| SUPP. BENEFIT CONTRIBS | 525100 | 3838731 | 3838731 |
| LIQUIDATED DAMAGES | 525100 | 7858 | 7858 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 56072085 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1532331 | TotalRevenueColumn |
| Exclusion | $1,532,331 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 57232169 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 54619850 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2612319 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2612319 | TotalRevenueColumn |
| Exclusion | $2,612,319 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 60216735 | TotalRevenueColumn |
| Related Or Exempt Function Income | 56072085 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $4,144,650 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57144781 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1087907 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82837 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56143 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 127062 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145388 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 199608 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70040 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1454 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37294 | Total |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BANK CHARGES | Description |
| Total | 37861 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58990375 | Total |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1783566 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 541075 | BOY |
| EOY | 427468 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4973133 | BOY |
| EOY | 5245624 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53658 | BOY |
| EOY | 72842 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58271302 | BOY |
| EOY | 59824539 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65622734 | BOY |
| EOY | 65570473 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 652188 | BOY |
| EOY | 231799 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27172350 | BOY |
| EOY | 27727058 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27824538 | BOY |
| EOY | 27958857 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37798196 | BOY |
| EOY | 37611616 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37798196 | BOY |
| EOY | 37611616 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65622734 | BOY |
| EOY | 65570473 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 1226360 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -1412940 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (7 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCUMULATED ELIGIBILITY CREDITS | $10,007,016 |
| LIABILITY FOR INCURRED BUT UNREPORTED CLAIMS | $7,725,000 |
| LIABILITY FOR EXTENDED MEDICAL COVERAGE | $8,290,629 |
| LIABILITY FOR SEVERANCE BENEFITS | $1,485,277 |
| RETIREE SUBSIDY RESERVE | $465,113 |
| DISBURSEMENTS IN EXCESS OF CASH BALANCES | $181,038 |
| RETIREE SUBSIDY | -$427,015 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 27727058 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 58645945 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1412940 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -1412940 | RevenueNotRptdF990 |
| Revenue Subtotal | 60058885 | RevenueSubtotal |
| Investment Expenses Not Included | 157850 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 157850 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 60216735 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 58458855 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 58458855 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 157850 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 373670 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 531520 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 58990375 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF MARCH 31, 2013, 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 ANY YEARS PRIOR TO 2010. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CHANGE IN DOLLAR BANK RESERVE 480,508. CHANGE IN IBNR RESERVE 798,000. CHANGE IN EXTENDED BENEFIT RESERVE -760,602. CHANGE IN SEVERANCE BENEFITS RESERVE -182,334. CHANGE IN RETIREE SUBSIDY RESERVE 38,098. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLACKEN FABRICATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Domicile State | WA | LegalDomicileState |
Form990 Schedule R Part II Form990ScheduleRPartII (15 entries)
| SE WASHINGTON & NE OREGON JATC |
| SEATTLE SCHOOL DISTRICK #1 |
| SHEET METAL LU 213 |
| 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 |
| SMACNA WESTERN WASHINGTON INC |
| SW CENTRAL IDAHO JATC |
| TACOMA SCHOOL DISTRICT |
| WESTERN WASHINGTON SHEET METAL JATC |
| MONTANA STATE SHEET METAL JATC |
| PORT OF SEATTLE |
| NE WAN IDAHO JATC |
Form990 Schedule R Part III Form990ScheduleRPartIII (5 entries)
| CRL SERVICES LLC |
| HERMANSON CORPORATION |
| MOUNTAIN COPPER CREATIONS LLP |
| NWSMW ORGANIZATIONAL TRUST |
| STRAUB HEATING & COOLING LLC |
Form990 Schedule R Part IV Form990ScheduleRPartIV (244 entries)
| A & R METAL PRODUCTS |
| ABLITT METAL PRODUCTS INC |
| ACCO ENGINEERED SYSTEMS |
| ACCU DUCT MANUFACTURING |
| ACCURATE HTG & CLG INC |
| ADVANCED AIR SYSTEMS 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 |
| AMERICAN AIR MEASUREMENT LLC |
| AMERICAN ELECTRIC INC |
| AMERICOOL HEATING & AC |
| ANACONDA TIN SHOP |
| ANGELES HEATING INC |
| API INC |
| APOLLO SHEET METAL INC |
| ARCHITECTURAL 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 |
| BASSETT MECHANICAL |
| BECHTEL NATIONAL INC |
| BEHRENDS MECHANICAL INC |
| BELLEVUE MECHANICAL INC |
| BILLINGS HEATING & COOLING |
| BLUE MOUNTAIN MECHANICAL INC |
| 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 |
| COBRA BEC INC |
| CONTROL CONTRACTORS INC |
| COPPER CITY SHEET METAL & AC |
| CRESCENT SHEET METAL INC |
| 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 TECHNOLOGY CORPORATION |
| DESIGN AIR LTD |
| DIAMOND B CONSTRUCTORS INC |
| DIVERSIFIED METAL PRODUCTS INC |
| DIVISION 7 METAL WORKS INC |
| ECKSTROM INDUSTRIES INC |
| EJ BARTELLS |
| EMERALD AIRE INC |
| EMPIRE HEATING & COOLING INC |
| ENCODE CORPORATION |
| ENHANCED VISIONS |
| ENVIROMECH |
| ERSHIGS INC |
| EVERGREEN STATE HEATING & AC |
| F M SHEET METAL INC |
| FELLER HEATING & AC |
| FLUOR FEDERAL SERVICES NWS INC |
| GB SYSTEMS INC |
| GBR DUCTMASTERS INC |
| GENERAL MECHANICAL INC |
| GREENE PLUMBING & HEATING |
| H & K SHEETMETAL FABRICATORS INC |
| H & N SHEET METAL |
| H & R MECHANICAL SYSTEMS INC |
| HARBOR VENTILATION |
| HARDIN & SON'S INC |
| HARRIS & HART INC |
| HASKELL CORPORATION |
| HAWK MECHANICAL CONTRACTORS |
| HEAT SYSTEMS INC |
| HEAVY METAL WORKS |
| HOBSON FABRICATING CORPORATION |
| HOLADAY-PARKS INC |
| HOME ENVIRONMENT SOLUTIONS LLC |
| HURLIMAN HEATING & AIR CONDITIONING INC |
| INDUSTRIAL SERVICES INC |
| INGERSOLL HEATING & SHEET METAL INC |
| INGERSOLL SHEET METAL LLC |
| INLAND AC & HEATING |
| INTERGRATED SYSTEMS |
| INTERMECH INC |
| J W BROWER HEATING & AC |
| JEM CONTRACTORS INC |
| J&A CONTRACTING SERVICES LLC |
| JOHANSEN MECHANICAL INC |
| KENCO CONSTRUCTION INC |
| KESSLER BROTHERS CONSTRUCTION INC |
| KETCHIKAN MECHANICAL INC |
| 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 |
| LAKEBAY MECHANICAL INC |
| LARAMIE HEATING AND SHEETMETAL WORKS INC |
| LEE FABRICATORS INC |
| LESLIE & CAMPBELL INC |
| LIMMER ROOFING INC |
| LYONS HEATING & AIR LLC |
| M & M FABRICATORS INC |
| MBI CONSTRUCTION SERVICES INC |
| MACDONALD MILLER ALASKA INC |
| MACDONALD-MILLER FACILITY SOLUTIONS |
| MBR MECHANICAL INC |
| MCKINSTRY COMPANY LLC |
| MD EXTERIORS INC |
| MECH ONE INC |
| MERIT MECHANICAL SERVICES INC |
| METAL PRO HVAC FAB |
| METAL WORKS OF MONTANA INC |
| METALWORKS LLC |
| MEYER BROTHERS ROOFING INC |
| MPG SHEET METAL |
| MIDWEST HEATING & COOLING |
| MILLER SHEETMETAL INC |
| MILLER'S SMITH & LOSLI |
| MOFFITT MECHANICAL LLC |
| MORGAN MECHANICAL LLC |
| MOSES LAKE SHEET METAL |
| NAES POWER CONTRACTOR - PMRI DIVISION |
| NAES POWER CONTRACTORS |
| NEUDORFER ENGINEERS INC |
| NICHOLLS SHEET METAL INC |
| NOBLE MECHANICAL LLC |
| NORPAC SHEET METAL INC |
| NORTHSHORE SHEET METAL INC |
| NORTHWEST METAL SOLUTIONS LLC |
| NW MOUNTAIN AIR |
| OLYMPIA SHEET METAL INC |
| P1 GROUP |
| PACIFIC MECHANICAL SYSTEMS INC |
| PACIFIC RAINIER ROOFING INC |
| PACIFIC SHEET METAL INC |
| PACIFIC SHIP REPAIR |
| PARSONS CONSTRUCTORS INC |
| PCI-PERFORMACE CONTRACTING INC |
| PENDLETON HEATING & AC |
| PERFORMANCE CANOPY & INSTALLATION |
| PERFORMANCE SHEET METAL |
| PETTUS MECHANICAL & PLUMBING SERVICES |
| PHOENIX MECHANICAL INC |
| PLUMBING & MECHANICAL CONTRACTORS (PMC) |
| POLAR REFRIGERATION & RESTAURANT EQUIPMENT |
| PRECISION AIR BALANCE |
| PREMIER STAINLESS INSTALLATION |
| PRO MECHANICAL SERVICES |
| PROJECT SHEET METAL INC |
| PSF MECHANICAL INC |
| PSR HVAC & MECHANICAL SERVICES (PUGET SOUND REFIGERATION INC) |
| QUEEN CITY SHEET METAL |
| R G O INC |
| R S I |
| RANDOLPH CONSTRUCTION SERVICES INC |
| 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 |
| SCHMITTS SHEET METAL & ROOFING |
| SCHMOLCK MECHANICAL CONTRACTORS |
| SCOTT & FROM CO INC |
| SERVICE ONE HEATING & COOLING INC |
| SHEET METAL INC |
| SHEET METAL PRODUCTS INC |
| SHINN MECHANICAL |
| SMK SERVICE INC |
| SMK TRI-CITIES INC |
| SPOKANE TIN & SHEET IRON WORKERS INC |
| STAINLESS SPECIALISTS INC |
| STREIMER SHEET METAL |
| STRICKER HEATING & COOLING CO |
| SUN-AIR SHEET METAL |
| SUNSET AIR INC |
| SUPERIOR AIR HANDLING |
| SUPERIOR GROUP INC |
| SUPERIOR PLUMBING & HEATING |
| SUSTAINABLEWORKS INC |
| T I NORTHWEST CORP |
| TACOMA ARCHITECTURAL METALS LLC |
| TAKU METAL WORKS |
| TEMP CONTROL MECHANICAL CORP (TMC) |
| TEMP CONTROL MECHANICAL SERVICE |
| THOMPSON RIVER HEATING INC |
| TIM FORCE TIN SHOP INC |
| TIM'S MECHANICAL PLUS |
| TIN WORKS INC |
| TLD MECHANICAL |
| TOTAL ENERGY MANAGEMENT INC |
| TRI MECHANICAL |
| TRI-COUNTY MECHANICAL & ELECTRICAL INC |
| TROTTER & MORTON |
| TRUEPOINT METALWORKS & WELDING |
| UNIVERSITY MECHANICAL |
| UPTOWN MECHANICAL |
| US ENGINEERING COMPANY |
| US SHEET METAL COMPANY INC |
| V & R SHEETMETAL LLC |
| VALLEY MECHANICAL INC |
| VANCE HEATING & AC |
| VANCOUVER ROOFING & SHEET METAL |
| VIGOR SHIPYARDS |
| VITAL MECHANICAL SERVICE INC |
| VOGTS HEATING & AIR |
| WADECO INC |
| WESTERN MECHANICAL SYSTEMS INC |
| WESTERN SHEET METAL & ROOFING |
| WESTERN SHEET METAL 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 |
| YOUNG ELECTRIC |
| ZUIDERWEG CONSTRUCTION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |