SOUND HEALTH & WELLNESS TRUST: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- SOUND HEALTH & WELLNESS TRUST (EIN 91-6058475)
- Tax period
- 2009-04-01 to 2010-03-31
- Filed
- 2011-01-27
- IRS object ID
- 201100279349300415
- Schema version
- 2009v1.7
- 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 | 2011-01-27T15:09:57-06:00 | Timestamp |
| Tax Period End Date | 2010-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | lindquist llp | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 executive parkway suite 400 | AddressLine1 |
| City | san ramon | City |
| State | CA | State |
| ZIP Code | 94583 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 916058475 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RETAIL CLERKS WELFARE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RETA | NameControl |
| Phone | 2062824100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 queen anne ave north No 100 | AddressLine1 |
| City | seattle | City |
| State | WA | State |
| ZIP Code | 981094824 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RANDY ZEILER | Name |
| Title | chairman | Title |
| Phone | 2062824100 | Phone |
| Date Signed | 2011-01-27 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9252779100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | randy zeiler | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 queen anne ave north No 100 | AddressLine1 |
| City | seattle | City |
| State | WA | State |
| ZIP Code | 981094824 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 283938187 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | n/a | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1957 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | To PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 4478 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 168280313 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 225874924 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 7882373 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2961312 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 176162686 | TotalRevenuePriorYear |
| Total Revenue Current Year | 228836236 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 212230593 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 220112093 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 18706491 | OtherExpensePriorYear |
| Other Expenses Current Year | 19988849 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 230937084 | TotalExpensesPriorYear |
| Total Expenses Current Year | 240100942 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -54774398 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -11264706 | RevenuesLessExpensesCY |
| Total Assets BOY | 127256166 | TotalAssetsBOY |
| Total Assets EOY | 139837672 | TotalAssetsEOY |
| Total Liabilities BOY | 67008663 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 77590870 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 60247503 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 62246802 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO Provide health and welfare benefits to eligible participants and their dependents. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | ProvideD health and welfare benefits to eligible participants and their dependents. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| 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 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 4478 | 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 |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | 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 | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | 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 | zenith administrators inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2062824100 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 queen anne avenue north | AddressLine1 |
| City | seattle | City |
| State | WA | State |
| ZIP Code | 98109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| Derrick Anderson | |||||
| trustee | 1.00 | X | 0 | 0 | 0 |
| Brent R Bohn | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| frank jorgensen | |||||
| trustee | 1.00 | X | 0 | 0 | 0 |
| scott k powers | |||||
| trustee | 1.00 | X | 0 | 0 | 0 |
| carl wojciechowski | |||||
| trustee | 1.00 | X | 0 | 0 | 0 |
| randy zeiler | |||||
| trustee/chairman | 1.00 | X | 0 | 0 | 0 |
| david blitzstein | |||||
| trustee | 1.00 | X | 0 | 0 | 0 |
| Todd Crosby | |||||
| trustee | 1.00 | X | 0 | 0 | 0 |
| david schmitz | |||||
| trustee | 1.00 | X | 0 | 0 | 0 |
| mike williams | |||||
| trustee | 1.00 | X | 0 | 0 | 0 |
| brenda willis | |||||
| trustee | 1.00 | X | 0 | 0 | 0 |
| diane zahn | |||||
| trustee/secretary | 1.00 | X | 0 | 0 | 0 |
| MIKE HATFIELD | |||||
| TRUSTEE - PAST | 1.00 | X | 0 | 0 | 0 |
| NATHAN HYDE | |||||
| TRUSTEE - PAST | 1.00 | 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 |
|---|---|---|---|---|---|
| zenith administrators inc | |||||
| 201 queen anne avenue north | seattle | WA | 981094896 | administration | 7031832 |
| group health cooperative | |||||
| 320 westlake avenue north suite 10 | seattle | WA | 981095233 | HMO Administration | 5378561 |
| stay well health management | |||||
| 3000 ames crossing road suite 100 | st paul | MN | 55121 | personal health assessment administratio | 1673794 |
| bank of america | |||||
| 201 north tryon street | charlotte | NC | 28202 | HRA Administration & bank service fees | 1284734 |
| MERCER HUMAN RESOURCE CONSULTING | |||||
| 1301 Fifth Avenue Suite 1900 | seattle | WA | 98101 | CONSULTING SERVICES | 1004112 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 16 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Employer Contributions | 900099 | 206687877 | 206687877 |
| Participant Contributi | 900099 | 18027230 | 18027230 |
| PRESCRIPTION REBATES | 900099 | 1159817 | 1159817 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 225874924 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3658233 | TotalRevenueColumn |
| Exclusion | $3,658,233 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 54405030 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 55101951 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -696921 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -696921 | TotalRevenueColumn |
| Exclusion | -$696,921 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 228836236 | TotalRevenueColumn |
| Related Or Exempt Function Income | 225874924 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,961,312 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 220112093 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6511834 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128267 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 161955 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114076 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11902577 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 995170 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8944 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20856 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30946 | Total |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NEWSLETTER EXPENSE | Description |
| Total | 114224 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 240100942 | Total |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 21183441 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14338544 | BOY |
| EOY | 19567504 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 495272 | BOY |
| EOY | 469715 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104873088 | BOY |
| EOY | 85933527 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7549262 | BOY |
| EOY | 12683485 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 127256166 | BOY |
| EOY | 139837672 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 760736 | BOY |
| EOY | 562015 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66247927 | BOY |
| EOY | 77028855 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67008663 | BOY |
| EOY | 77590870 | 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 | 60247503 | BOY |
| EOY | 62246802 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60247503 | BOY |
| EOY | 62246802 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 127256166 | BOY |
| EOY | 139837672 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | limited partnership | Description |
| Book Value | 12683485 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 12683485 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| IBNR and Estimated Claims Payable | $34,000,000 |
| cash overdrafts | $5,436,855 |
| ACCUMULATED ELIGIBILITY CREDITS | $37,592,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 77028855 | TotalOfAmounts |
| Total Revenue | 228836236 | TotalRevenue |
| Total Expenses | 240100942 | TotalExpenses |
| Excess Or Deficit For Year | -11264706 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 13264005 | NetUnrealizedGLOnInvestments |
| Other | $10,156,000 | OtherAmount |
| Total Adjustments | 23420005 | TotalAdjustments |
| Excess Or Deficit Per FS | 12155299 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 241986165 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 13264005 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 13264005 | RevenueNotRptdF990 |
| Revenue Subtotal | 228722160 | RevenueSubtotal |
| Investment Expenses Not Included | 114076 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 114076 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 228836236 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 229830866 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 229830866 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 114076 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 10156000 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 10270076 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 240100942 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part XI, Line 8 - Other Adjustments: | Increase in Benefit ObligationS |
| Part XIII, Line 4b - Other Adjustments: | Increase in Benefit Obligations |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 3 | THE ORGANIZATION HAS CONTRACTED WITH Zenith Administrators, INC. TO PROVIDE DAY TO DAY ADMINISTRATIVE SERVICES TO THE ORGANIZATION. |
| Form 990, Part VI, Section B, line 11 | A TRUSTEE REVIEWED FORM 990 PRIOR TO FILING with the IRS. |
| Form 990, Part VI, Section B, line 12c | The Conflict of Interest Policy pertains to all Trustees and service Providers who can influence the actions of the Trust. A conflict of interest includes an interest, direct or indirect, of a Trustee or service provider to a Trust, which may result in the Trustee or service provider benefiting financially from decision made in relation to his or her capacity as a Trustee of or service provider to the Trust. Disclosure of possible conflicts of interest are made to either the Secretary or the Chair of the Trust. The Trustees determine if a conflict of interest exists. The decision of the Trustees, in relation to a conflict of interest, is binding and final. |
| Form 990, Part VI, Section C, line 19 | UPON REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF INTERST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 2C: The board of trustees assumes responsibilty for oversight of the audit of its financial statements and selection of independent auditors. | |
| Form 990, Part V, Line 2a: The plan pays "Incentive Payments" to participants for accomplishing certain outlined objectives, such as, Tobacco cessation and answering surveys. These payments are taxable benefits and are reported on Forms W-2. | |
| Form 990, Part V, Line 1a: The Trust does not issue Forms 1099 directly to reportable service providers. Rather, the contract administrator uses their employer identification number for the Forms 1099 that they issue on behalf of the Trust. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|
| retail clerks pension trust | |||||||||
| 201 queen anne avenue north | seattle | WA | 98109 | 916069306 | to provide pension benefits | WA | 501(a) | N/A | N/A |
| retail clerks retiree welfare trust | |||||||||
| 201 queen anne avenue north | seattle | WA | 98109 | 911950259 | to provide RETIREE health and welfare benefits | WA | 501(c) 9 | N/A | N/A |
| 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 |
| 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 |