2026-01-30T10:32:07-06:00 2025-03-31 410746749 CLIFTONLARSONALLEN LLP 2875 MICHELLE DRIVE 300 IRVINE CA 92606 990 2024-04-01 910589283 NORTHWEST SHEET METAL WORKERS WELFARE FUND NORT 5095340600 1322 N POST ST SPOKANE WA 99201 KOLBY HANSON CHAIRMAN 5095340600 2026-01-27 1 0 LISA N RYSSEL CPA P00643670 7149781300 2026-01-26 2024 2025-03-06 01:10:19Z KOLBY HANSON 1322 N POST ST SPOKANE WA 99201 125857610 0 X N/A X 1952 WA TO PROVIDE HEALTH AND WELFARE BENEFITS 10 0 212 0 0 0 0 0 114887491 118751793 9815559 7105817 0 0 124703050 125857610 0 0 107105439 121852312 0 0 0 0 0 2394805 2512454 109500244 124364766 15202806 1492844 189542011 195993675 59163885 61374179 130378126 134619496 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN. 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 595 0 1 212 1 0 0 0 0 0 0 0 0 X 10 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X AW REHN & ASSOCIATES 5095340600 1322 N POST ST SPOKANE WA 99201 KOLBY HANSON CHAIRMAN 1.00 X X 0 0 0 JEFF LINK SECRETARY 1.00 X X 0 0 0 CARL MARCUM TRUSTEE 1.00 X 0 0 0 DAVID HAPPE TRUSTEE 1.00 X 0 0 0 RANDY GOLDING TRUSTEE 1.00 X 0 0 0 JULIE MULLER TRUSTEE 1.00 X 0 0 0 LANCE DEYETTE TRUSTEE 1.00 X 0 0 0 BRANDON LEATHAM TRUSTEE 1.00 X 0 0 0 DEVIN LEINGANG TRUSTEE 1.00 X 0 0 0 ANGELA WHITE TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 AETNA 151 FARMINTON AVE HARTFORD CT 06156 PPO FEES 1715657 AW REHN & ASSOCIATES 1322 N POST ST SPOKANE WA 99201 ADMINISTRATION 1698674 GREEN LIGHT 17015 N SCOTTSDALE RD STE 350 SCOTTSDALE AZ 85255 PPO FEES 682194 PAYDHEALTH PO BOX 840557 LOS ANGELES CA 90084 CONSULTING FEES 593337 GUARDIAN NURSES PO BOX 224 FLOURTOWN PA 19031 OTHER SERVICES 357176 12 EMPLOYER CONTRIBUTIONS 900099 102061841 102061841 SUPPLEMENTAL BENEFIT CONTRIBUTION 900099 9494600 9494600 PARTICIPANT CONTRIBUTIONS 900099 6966044 6966044 LIQUIDATED DAMANGES 900099 229308 229308 118751793 6635679 6635679 470138 0 470138 470138 470138 125857610 118751793 0 7105817 121852312 1440432 148318 126564 101196 201689 224789 171541 47796 AFFORDABLE CARE ACT FEE 31128 ACCOUNT ANALYSIS FEES 11744 7257 124364766 33978670 14227997 11683954 11658036 143879387 170107642 189542011 195993675 266628 330727 58897257 61043452 59163885 61374179 X 0 0 0 0 130378126 134619496 130378126 134619496 189542011 195993675 1492844 2748526 0 X X 0 1 X 1 0 0 ACCUMULATED ELIGIBILITY CREDITS 22475603 ESTIMATED LIABILITY FOR INCURRED BUT NOT REPORTED CLAIMS 15657000 ESTIMATED LIABILITY FOR EXTENDED MEDICAL COVERAGE 21168203 ESTIMATED LIABILITY FOR SEVERENCE BENEFITS 466724 CHECKS IN EXCESS OF DEPOSITS 1275922 61043452 X 128504940 2748526 2748526 125756414 101196 101196 125857610 122466926 0 122466926 101196 1796644 1897840 124364766 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 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. 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