2026-02-17T18:15:13-06:00 2025-03-31 208149084 ANASTASI MOORE & MARTIN PLLC 9 S WASHINGTON ST STE 600 SPOKANE WA 99201 990 2024-04-01 811094866 LABORERS AGC TRUST OF MONTANA HEALTH & WELFARE LABO 5095340600 1322 NORTH POST PL SPOKANE WA 99201 RICHARD J MORRISON CHAIRMAN 5095340600 2026-02-11 1 1 CHRISTI JONES CPA P01235845 5093230272 2026-02-11 2024 2025-03-06 01:10:19Z X RICHARD J MORRISON 1322 NORTH POST PL SPOKANE WA 99201 19789714 0 X N/A X 1961 MT PROVIDE PREMIUM AND BENEFIT PAYMENTS AND OTHER RELATED EXPENSES FOR MEDICAL, DENTAL, VISION, ACCIDENTAL DEATH AND DISMEMBERMENT, LIFE INSURANCE, AND TIME LOSS BENEFITS FOR ELIGIBLE PARTICIPANTS. 6 0 9 0 0 0 0 0 10110503 9907544 732012 989424 19172 7070 10861687 10904038 0 0 9275356 10217950 0 0 0 0 0 757149 917578 10032505 11135528 829182 -231490 20048847 19569801 2003689 1776371 18045158 17793430 PROVIDE PREMIUM AND BENEFIT PAYMENTS AND OTHER RELATED EXPENSES FOR MEDICAL, DENTAL, VISION, ACCIDENTAL DEATH AND DISMEMBERMENT, LIFE INSURANCE, AND TIME LOSS BENEFITS FOR ELIGIBLE PARTICIPANTS. 0 0 PROVIDE PREMIUM AND BENEFIT PAYMENTS AND OTHER RELATED EXPENSES FOR MEDICAL, DENTAL, VISION, ACCIDENTAL DEATH AND DISMEMBERMENT, LIFE INSURANCE, AND TIME LOSS BENEFITS FOR ELIGIBLE PARTICIPANTS. 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 0 0 1 9 1 0 0 0 0 0 0 0 0 X 6 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 X AW REHN AND ASSOCIATES 5095345625 1322 NORTH POST PL SPOKANE WA 99201 RICHARD J MORRISON CHAIRMAN, EMPLOYER TRUSTEE 1.00 40.00 X X 0 0 0 CODY MORRITT EMPLOYER TRUSTEE 1.00 40.00 X 0 0 0 NICK PATCH EMPLOYER TRUSTEE (OUTGOING) 1.00 40.00 X 0 0 0 TRACY THOMPSON UNION TRUSTEE 1.00 40.00 X 0 58962 37000 ADAM HAIGHT UNION TRUSTEE 1.00 40.00 X 0 75000 37000 MICKEY MULHOLLAND SECRETARY, UNION TRUSTEE 1.00 40.00 X 0 13111 37000 0 147073 111000 0 0 0 0 ZENITH AMERICAN SOLUTIONS INC 201 WEST NORTH RIVER DRIVE SUITE 4 SPOKANE WA 99201 THIRD PARTY ADMINISTRATOR 282947 PREMERA BLUE CROSS 7001 220TH STREET SOUTHWEST MOUNTLAKE TERRACE WA 98043 NETWORK ACCESS 182912 2 CONTRIBUTIONS, EMPLOYER 525100 9649222 9649222 CONTRIBUTIONS, RETIREES 525100 180753 180753 CONTRIBUTIONS, PARTICIPANTS 525100 77569 77569 9907544 743032 743032 9132068 8885676 246392 246392 246392 PENALTIES AND INTEREST 525100 7070 7070 7070 10904038 9914614 0 989424 10217950 616505 42918 13790 79269 82290 53638 17131 12037 11135528 2033222 231554 687438 2351170 961995 1263261 2410 63211 16323353 15613010 40429 47595 20048847 19569801 40445 22330 1963244 1754041 2003689 1776371 X 0 0 0 0 18045158 17793430 18045158 17793430 20048847 19569801 -231490 -20238 0 X 0 1 X 0 0 0 CLAIMS PAYABLE 681537 CLAIMS INCURRED BUT NOT REPORTED 1072504 1754041 X 10804531 -20238 -20238 10824769 79269 79269 10904038 11265462 0 11265462 79269 -209203 -129934 11135528 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS QUALIFIED PURSUANT TO THE APPROPRIATE SECTION OF THE INTERNAL REVENUE CODE (IRC) AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE PLAN HAS OBTAINED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS), BUT HAS SINCE BEEN AMENDED. HOWEVER, THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THEREFORE, THEY BELIEVE THAT THE PLAN IS QUALIFIED, AND THE RELATED TRUST IS TAX-EXEMPT AS OF THE FINANCIAL STATEMENT DATES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. 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 ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF MARCH 31, 2025, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF THE LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS AND THE PLAN COULD BE SUBJECT TO INCOME TAX IF CERTAIN ISSUES WERE FOUND BY THE IRS THAT COULD RESULT IN THE DISQUALIFICATION OF THE PLAN'S TAX-EXEMPT STATUS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN CLAIMS PAYABLE 218,417. CHANGE IN CLAIMS IBNR -427,620. FORM 990, PART VI, SECTION A, LINE 3 DAY TO DAY TASKS WERE DELEGATED TO A THIRD PARTY ADMINISTRATOR, ZENITH AMERICAN SOLUTIONS, INC. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE CHAIRMAN OF THE BOARD OF TRUSTEES AND THE THIRD-PARTY ADMINISTRATOR PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS THAT ARE AVAILABLE TO PUBLIC WILL BE SENT UPON REQUEST. 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