NORTHWEST SHEET METAL WORKERS WELFARE FUND: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NORTHWEST SHEET METAL WORKERS WELFARE FUND (EIN 91-0589283)
- Tax period
- 2024-04-01 to 2025-03-31
- Filed
- 2026-01-30
- IRS object ID
- 202630309349301413
- Schema version
- 2024v5.5
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-01-30T10:32:07-06:00 | ReturnTs |
| Tax Period End | 2025-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2875 MICHELLE DRIVE 300 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910589283 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHWEST SHEET METAL WORKERS | BusinessNameLine1Txt |
| Business Name Line2 | WELFARE FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 5095340600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1322 N POST ST | AddressLine1Txt |
| City | SPOKANE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KOLBY HANSON | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 5095340600 | PhoneNum |
| Signature | 2026-01-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA N RYSSEL CPA | PreparerPersonNm |
| PTIN | P00643670 | PTIN |
| Phone | 7149781300 | PhoneNum |
| Preparation | 2026-01-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KOLBY HANSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1322 N POST ST | AddressLine1Txt |
| City | SPOKANE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $125,857,610 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 212 | 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 | $114,887,491 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $118,751,793 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,815,559 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,105,817 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $124,703,050 | PYTotalRevenueAmt |
| CY Total Revenue | $125,857,610 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $107,105,439 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $121,852,312 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,394,805 | PYOtherExpensesAmt |
| CY Other Expenses | $2,512,454 | CYOtherExpensesAmt |
| PY Total Expenses | $109,500,244 | PYTotalExpensesAmt |
| CY Total Expenses | $124,364,766 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $15,202,806 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,492,844 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $189,542,011 | TotalAssetsBOYAmt |
| Total Assets EOY | $195,993,675 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $59,163,885 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $61,374,179 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $130,378,126 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $134,619,496 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| 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 | 595 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 212 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | 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 | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AW REHN & ASSOCIATES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5095340600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1322 N POST ST | AddressLine1Txt |
| City | SPOKANE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99201 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| KOLBY HANSON | ||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JEFF LINK | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CARL MARCUM | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID HAPPE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RANDY GOLDING | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JULIE MULLER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LANCE DEYETTE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRANDON LEATHAM | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEVIN LEINGANG | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANGELA WHITE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AETNA | |||||
| 151 FARMINTON AVE | HARTFORD | CT | 06156 | PPO FEES | $1,715,657 |
| AW REHN & ASSOCIATES | |||||
| 1322 N POST ST | SPOKANE | WA | 99201 | ADMINISTRATION | $1,698,674 |
| GREEN LIGHT | |||||
| 17015 N SCOTTSDALE RD STE 350 | SCOTTSDALE | AZ | 85255 | PPO FEES | $682,194 |
| PAYDHEALTH | |||||
| PO BOX 840557 | LOS ANGELES | CA | 90084 | CONSULTING FEES | $593,337 |
| GUARDIAN NURSES | |||||
| PO BOX 224 | FLOURTOWN | PA | 19031 | OTHER SERVICES | $357,176 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $102,061,841 | $102,061,841 |
| SUPPLEMENTAL BENEFIT CONTRIBUTION | 900099 | $9,494,600 | $9,494,600 |
| PARTICIPANT CONTRIBUTIONS | 900099 | $6,966,044 | $6,966,044 |
| LIQUIDATED DAMANGES | 900099 | $229,308 | $229,308 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $118,751,793 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,635,679 | TotalRevenueColumnAmt |
| Exclusion | $6,635,679 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $470,138 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $470,138 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $470,138 | TotalRevenueColumnAmt |
| Exclusion | $470,138 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $125,857,610 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $118,751,793 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,105,817 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,852,312 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,440,432 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,318 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,564 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,196 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,689 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,789 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,541 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,796 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| AFFORDABLE CARE ACT FEE | $31,128 |
| ACCOUNT ANALYSIS FEES | $11,744 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,257 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,364,766 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,978,670 | BOYAmt |
| EOY | $14,227,997 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,683,954 | BOYAmt |
| EOY | $11,658,036 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,879,387 | BOYAmt |
| EOY | $170,107,642 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,542,011 | BOYAmt |
| EOY | $195,993,675 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $266,628 | BOYAmt |
| EOY | $330,727 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,897,257 | BOYAmt |
| EOY | $61,043,452 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,163,885 | BOYAmt |
| EOY | $61,374,179 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
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 | $130,378,126 | BOYAmt |
| EOY | $134,619,496 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,378,126 | BOYAmt |
| EOY | $134,619,496 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,542,011 | BOYAmt |
| EOY | $195,993,675 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,492,844 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,748,526 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCUMULATED ELIGIBILITY CREDITS | $22,475,603 |
| ESTIMATED LIABILITY FOR INCURRED BUT NOT REPORTED CLAIMS | $15,657,000 |
| ESTIMATED LIABILITY FOR EXTENDED MEDICAL COVERAGE | $21,168,203 |
| ESTIMATED LIABILITY FOR SEVERENCE BENEFITS | $466,724 |
| CHECKS IN EXCESS OF DEPOSITS | $1,275,922 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $61,043,452 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $128,504,940 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,748,526 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,748,526 | RevenueNotReportedAmt |
| Revenue Subtotal | $125,756,414 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $101,196 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $101,196 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $125,857,610 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $122,466,926 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $122,466,926 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $101,196 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,796,644 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,897,840 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $124,364,766 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE PLAN OBTAINED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) ON JUNE 21, 1988, AND THE PLAN SPONSOR BELIEVES THE PLAN, AS AMENDED, CONTINUES TO QUALIFY AND OPERATE AS DESIGNED. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INCREASE IN ACCUMULATED ELIGIBILITY CREDITS INCREASE IN ESTIMATED LIABILITY FOR CLAIMS IBNR INCREASE IN ESTIMATED LIABILITY FOR EXTENDED MEDICAL COVERAGE DECREASE IN ESTIMATED LIABILITY FOR SEVERENCE BENEFITS |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE DAY TO DAY OPERATIONS OF THE PLAN ARE MANAGED BY A.W. REHN & ASSOCIATES. |
| FORM 990, PART VI, SECTION B, LINE 11B | 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' GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. A SUMMARY ANNUAL REPORT IS REQUIRED BY ERISA AND IS SENT TO PARTICIPANTS ANNUALLY. ACCORDING TO THE REGULATIONS OF THE EBSA, PARTICIPANTS CAN REQUEST THE FULL ANNUAL REPORT AND FORM 5500 FROM THE PLAN ADMINISTRATOR. |
| PART XII, LINE 2C | THE OVERSIGHT PROCESS AND METHOD FOR CHOOSING THE INDEPENDENT AUDITOR HAS NOT CHANGED FROM PRIOR YEARS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (15 entries)
| SHEET METAL WORKERS LOCAL #103M |
| SHEET METAL WORKERS LOCAL #23 JATC |
| SHEET METAL WORKERS LOCAL #23A |
| SHEET METAL WORKERS LOCAL #55 |
| SHEET METAL WORKERS LOCAL #55 - MARKET RECOVERY |
| SHEET METAL WORKERS LOCAL #66 - MARKET RECOVERY |
| SHEET METAL WORKERS LOCAL #66S |
| NE WA N ID JATC |
| MONTANA STATE SHEET METAL JATC |
| SE WA NE OR JATC |
| SAFWAY- LOCAL 66 |
| POCATELLO SE IDAHO JATC |
| SW CENTRAL ID JATC |
| WESTERN WASHINGTON SHEET METAL JATC |
| POCATELLO SE IDAHO JATC |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (223 entries)
| 4G PLUMBING & HEATING |
| ABC MECHANICAL INC |
| ACCO-AIR CONDITIONING CO (ACCO ENGINEERED SYSTEMSBELLEVUE MECHANICAL) |
| ACCU DUCT MFG |
| ACME HEATING & AIR |
| ADVANCED ENERGY SYSTEMS INC |
| AIR ANDERSON INC |
| AIR CONTROLS - BILLINGS |
| AIR CONTROLS - BOZEMAN |
| AIR HANDLERS INC |
| AIR-OPS LLC |
| AIRTEST COMPANY |
| ALL METALS FABRICATION |
| ALL VALLEY SHEET METAL INC |
| ALLIANT SYSTEMS |
| AMERICAN BIM CONSTRUCTION |
| AMERICAN NATIONAL INSULATION INC DBA INSULPRO PROJECTS |
| AMERICOOL HEATING & AC |
| APE-X MECHANICAL |
| APOLLO SHEET METAL |
| AQUALINE PLUMBING ELECTRICAL & HEATING |
| ARCHITECTURAL SHEET METAL INC |
| ARCTIC CHILL & HEATING SOLUTIONS LLC |
| ARCTIC REFRIGERATION & AIR CONDITIONING |
| ARGO BLOWER & MFG CO |
| ASAP INC (ARROWHEAD HEATING & AIR CONDITIONING) |
| AUBURN MECHANICAL |
| AZ HEATING & AIR LLC |
| B & B HEATING & AIRCOND INC |
| BALLARD SHEET METAL WORKS |
| BANNER FURNACE & FUEL INC |
| BEST CONTRACTING SERVICES INC |
| BG FORD EXTERIORS INC |
| BLUE MOUNTAIN MECHANICAL INC |
| BLYTHE PLUMBING & HEATING INC (BLYTHE MECHANICAL INC) |
| BRADLEY AIR COMPANY |
| BRENNAN HEATING & COOLING |
| BUTTE TIN SHOP INC |
| BWXT TECHNICAL SERVICES GROUP INC |
| C&K UNITED SHEET METAL AND MECHANICAL INC |
| CAPITAL INDUSTRIES |
| CAPITAL SHEET METAL (CAPITAL HEATING & COOLING) |
| CARLSON SHEET METAL WORKS INC |
| CENTRAL HEATING & AIR CONDITIONING |
| CHEHALIS SHEET METAL & ROOFING CO INC |
| CMI METAL INDUSTRIES INC |
| CODE MECHANICAL INC |
| COLUMBIA SHEET METAL INC |
| COOK'S AUTO REBUILD INC |
| COOL AIR MECHANICAL INC |
| COPPER CITY SHEET METAL |
| CRESCENT MECHANICAL INC |
| CROWN CORR INC |
| DB SOLUTIONS LLC |
| DARK HORSE INDUSTRIAL SERVICES INC |
| DAVE'S SHEET METAL INC |
| DAY & ZIMMERMANN |
| DEAD NUTS DETAILING & CAD SERVICES LLC |
| DEAMOR ASSOC INC |
| DELTA TECHNOLOGY CORP |
| DENALI HEATING & AC |
| DIGITAL METAL SOLUTIONS LLC |
| DR CONSTRUCTION & SONS INC |
| DRI-CON ROOFING |
| DURR SYSTEMS INC |
| ECKSTROM INDUSTRIES |
| EKLUTNA CONSTRUCTION & MAINTENANCE LLC |
| ELITE MECHANICAL SERVICES |
| EMCOR SERVICES NORTHWEST (MESA ENERGY SYSTEMS) |
| EMERALD AIRE INC |
| EMPIRE HEATING & COOLING CO |
| EPIC AIR HEATING & COOLING LLC |
| ESTATE DESIGN & CONSTRUCTION INC |
| EVERGREEN HOUSE |
| EVERGREEN STATE HEAT & AC |
| FARRINGTON AIR QUALITY SERVICES |
| FELLER HEATING |
| FISCHER MECHANICAL LLC |
| FRAWNER CORP |
| FREEDOM AIR BALANCE |
| GENERAL MECHANICAL |
| GENSCO |
| GEO HEISER BODY CO LLC |
| GLACKEN FABRICATION LLC |
| H & R MECHANICAL SYSTEMS INC |
| HARANT HEATING AND COOLING |
| HARBOR PACIFIC CONTRACTORS INC |
| HARRIS & HART INC |
| HARRIS MOUNTAIN WEST LLC |
| HARRIS PACIFIC NORTHWEST LLC |
| HASKELL CORPORATION |
| HERMANSON CORPORATION |
| HOBSON FABRICATING CORPORATION |
| HOLADAY-PARKS INC |
| HOLMBERG COMPANY |
| HOOVER COMMERCIAL REFRIGERATION INC |
| ICON-BIM LLC |
| IDAHO ENVIRONMENTAL COALITION LLC |
| INDYNE INC |
| INGERSOLL SHEET METAL LLC |
| INTELLIGENT DESIGN MECHANICAL SOLUTIONS |
| INTERMECH - IDAHO FALLS DIVISION |
| INTERNATIONAL TRAINING INSTITUTE OF SMART |
| IRON ROOTS INDUSTRIES LLC |
| JH KELLY |
| JOHANSEN MECHANICAL INC |
| KENCO CONSTRUCTION INC |
| KETCHIKAN MECHANICAL INC |
| KEY MECHANICAL OF WASHINGTON |
| KMS HEATING |
| KOLLMAR INC |
| KRUEGER SHEET METAL |
| L & L MECHANICAL INC |
| L & M SHEET METAL FABRICATORS |
| LACEY GLASS |
| LAKE UNION DRYDOCK COMPANY |
| LESLIE & CAMPBELL INC |
| LIVING WATER PLUMBING & MECHANICAL LLC |
| LOCKMER SHEET METAL INC |
| LONG BUILDING TECHNOLOGIES INC |
| MACDONALD MILLER CO |
| MACDONALD MILLER FAC |
| MACKIN & LITTLE INC |
| MADDOG CONTRACTING LLC |
| MARZ SERVICES GROUP LLC |
| MBI CONSTRUCTION SERVICES INC |
| MCCLINTOCK AND TURK |
| MCKINSTRY COMPANY |
| MERIT MECHANICAL SERVICES INC |
| METAL CREEK MECHANICAL LLC |
| METAL WORKS OF MONTANA |
| METALWORKS LLC |
| MIDWEST HEATING & COOLING |
| MILLER SHEET METAL INC |
| MILLER'S SMITH & LOSLI SHEET METAL INC |
| MORGAN MECHANICAL INC |
| MOSES LAKE SHEET METAL |
| MTS - MECHANICAL TECHNICAL SERVICES |
| MURPHY CO |
| NAES POWER CONTRACTORS |
| NEUDORFER ENGINEERS INC |
| NORPAC SHEETMETAL |
| NORTHSHORE EXTERIORS INC |
| NORTHWEST REFRIGERATION SERVICES LLC |
| NW MOUNTAIN AIR INC |
| NWSMW ORGANIZATIONAL TRUST |
| OCEAN PARK MECHANICAL INC |
| OLYMPIA SHEET METAL |
| OVERCAST INNOVATIONS |
| PACIFIC BIM SERVICES |
| PACIFIC MECHANICAL SYSTEMS INC |
| PENDLETON HTG & AC |
| PENN AIR CONTROL INC |
| PERFORMANCE SHEET METAL |
| PHOENIX MECHANICAL INC |
| PORT OF SEATTLE |
| PREMIER INDUSTRIAL SUPPORT |
| PREMIER STAINLESS |
| PRO MECHANICAL SERVICES |
| PROSPECTOR PLUMBING & HEATING |
| PSF MECHANICAL INC |
| PSR HVAC & MECHANICAL SERVICES |
| QUEEN CITY SHEET METAL & ROOFING |
| QUICKTIN INC |
| RAINIER METALWORKS |
| REDKEY REFRIG |
| REFRIGERATION & FOOD EQUIP INC |
| REFRIGERATION UNLIMITED INC |
| RELIABLE SHEET METAL COMPANY |
| RMR HEATING & COOLING |
| ROCKY MOUNTAIN MECHANICAL INC |
| RSI |
| S & R SHEET METAL |
| S & S METAL FABRICATION INC |
| SCHMOLCK MECHANICAL CONTR |
| SCHNEIDERHAN BROTHERS |
| SCOTT & FROM CO INC |
| SERVICE 1 HVAC LLC |
| SHEET METAL INC |
| SHEET METAL PRODUCTS INC |
| SHIMMICK CONSTRUCTION CO INC |
| SHINN MECHANICAL |
| SKYLINE ELECTRIC |
| SMACNA WESTERN WASHINGTON INC |
| SMK TRI-CITIES INC |
| SOUTHLAND INDUSTRIES |
| SPINFINITY (INFINITY METAL SPINNING LLC) |
| SPOKANE TIN & SHEET IRON WORKS INC |
| STAINLESS SPECIALISTS INC |
| STREIMER SHEET METAL |
| STRYKER CONSTRUCTION INC |
| SUNSET AIR INC |
| SUPERIOR GROUP |
| T & S MECHANICAL LLC |
| TAYLOR PUMP & SHEET METAL LLC |
| TEMP CONTROL MECH SERVICE |
| THE LYNCH COMPANY INC |
| TIM FORCE TIN SHOP INC (CASPER) |
| TINMAN SHEETMETAL HEATING AND COOLING LLC |
| TOTAL ENERGY MANAGEMENT INC |
| TOTAL MECHANICAL INC |
| TOTAL QUALITY AIR LLC |
| TRAVELING TINKERS CONSTRUCTION LLC DBA MODERN METALIST |
| TRI-COUNTY MECHANICAL & ELECTRIC INC (PLUMBING) |
| TRIMBLE MECHANICAL INC |
| TRS MECHANICAL INC |
| TRUSTED COMFORT |
| TWEET GARROT MECHANICAL |
| UNIVERSITY MECHANICAL (UMCI) |
| UPTOWN MECHANICAL |
| VANCE HEATING & AIR CONDITIONING |
| VELOCITY BUILDING TECHNOLOGY SERVICES |
| VET FIRST MECHANICAL |
| VETS CONSTRUCTION LLC |
| VITAL MECHANICAL SERVICE INC |
| VOGTS HEATING AND AIR |
| WADECO INC |
| WASTE TREATMENT COMPLETION COMPANY |
| WEST COAST MECHANICAL SOLUTIONS |
| WESTWARD SEAFOOD |
| WILLIAMS MECHANICAL INC |
| YMC INC |
| ZIP MECHANICAL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |