2026-03-13T15:05:55-05:00 2025-04-30 208149084 ANASTASI MOORE & MARTIN PLLC 9 S WASHINGTON ST STE 600 SPOKANE WA 99201 990 2024-05-01 510200917 ALASKA PUBLIC SERVICE EMPLOYEES LOCAL UNION NO 71 TRUST FUND ALAS 9072767611 2510 ARCTIC BLVD ANCHORAGE AK 995032515 WILLIAM MEERS CHAIRMAN 9072767611 2026-03-09 1 1 CHRISTI JONES CPA P01235845 5093230272 2026-03-09 2024 2025-03-06 01:10:19Z WILLIAM MEERS 2510 ARCTIC BLVD ANCHORAGE AK 995032515 45079010 0 X LOCAL71.COM/BENEFITS X 1976 AK TO PROVIDE HEALTH AND WELFARE BENEFITS TO QUALIFIED PARTICIPANTS AS SPECIFIED IN THE PLAN. 5 0 0 5 0 0 0 0 33615643 33873809 1785550 1676799 45674 19402 35446867 35570010 0 0 31245399 30913673 0 0 0 0 0 4386307 4368242 35631706 35281915 -184839 288095 55547844 57421117 7395758 7821758 48152086 49599359 TO PROVIDE HEALTH AND WELFARE BENEFITS TO QUALIFIED PARTICIPANTS OF THE PLAN. 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS TO QUALIFIED PARTICIPANTS AS SPECIFIED IN THE PLAN. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 0 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X ZENITH AMERICAN SOLUTIONS INC 2062824100 11724 NE 195TH STREET SUITE 300 BOTHELL WA 98011 X WILLIAM MEERS CHAIRMAN 1.00 40.00 X X 0 128706 62755 JORDAN ADAMS CHAIRMAN (OUTGOING) 1.00 40.00 X X 0 163740 71371 DESIREE WILSON TRUSTEE 1.00 40.00 X 0 0 0 KRISTINA ROCHE TRUSTEE 1.00 40.00 X 0 0 0 TRACY SMITH TRUSTEE 1.00 40.00 X 0 0 0 MERRILL RICE TRUSTEE 1.00 40.00 X 0 0 0 KYLE PERRY TRUSTEE (OUTGOING) 1.00 40.00 X 0 75608 36526 0 368054 170652 0 0 1 0 ZENITH AMERICAN SOLUTIONS INC 11724 NE 195TH STREET SUITE 300 BOTHELL WA 98011 ADMINISTRATION SERVICES 558160 AETNA INC 600 UNION STREET SUITE 810 SEATTLE WA 98101 CLAIMS ADMIN SERVICES 285582 TRANSCARENT 4700 S SYRACUSE STREET SUITE 900 DENVER CO 80237 CLAIMS ADMIN SERVICES 114857 RENALOGIC 223 W JACKSON BLVD SUITE 604 CHICAGO IL 60606 CLAIMS ADMIN SERVICES 101250 4 EMPLOYER CONTRIBUTIONS 525100 30224602 30224602 EMPLOYEE CONTRIBUTIONS 525100 3639516 3639516 COBRA 525100 9691 9691 33873809 1491998 1491998 9693801 9509000 184801 184801 184801 SUBROGATION SETTLEMENT 525100 19402 19402 19402 35570010 33893211 0 1676799 30913673 940140 65718 30345 141235 138488 162994 12000 26796 42909 1071 45246 PPO & MANAGED CARE FEES 2190456 AETNA ADMIN FEE 430106 AK VACCINE ASSESSMENT 132977 PCORI FEES 7761 35281915 9501730 7152238 8799215 4940997 1260936 1505364 18505 20803 39057 37896 2232 1161 35965226 43800554 55547844 57421117 303001 319846 4757001 7501912 7395758 7821758 X 0 0 0 0 48152086 49599359 48152086 49599359 55547844 57421117 X 288095 1489569 -330391 X 0 1 X 0 0 39057 37896 1161 1161 CLAIMS PAYABLE 1520335 CLAIMS INCURRED BUT NOT REPORTED 5638500 PREMIUMS PAYABLE 40200 DUE TO RELATED PARTY 302877 7501912 X 36918344 1489569 1489569 35428775 141235 141235 35570010 35140680 0 35140680 141235 141235 35281915 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 IRC AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE PLAN OBTAINED ITS LATEST DETERMINATION LETTER ON MARCH 19, 2002, IN WHICH THE INTERNAL REVENUE SERVICE (IRS) STATED THAT THE PLAN, AS DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR AND THE PLAN'S TAX COUNSEL BELIEVE THAT THE PLAN IS DESIGNED AND IS CURRENTLY BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. 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 ORGANIZATION 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 APRIL 30, 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. 0 0 0 JORDAN ADAMS CHAIRMAN (OUTGOING) 0 157990 0 0 0 5750 0 53716 0 17655 0 235111 0 0 WILLIAM MEERS CHAIRMAN 0 123206 0 0 0 5500 0 41890 0 20865 0 191461 0 0 FORM 990, PART VI, SECTION A, LINE 3 ZENITH AMERICAN SOLUTIONS SERVES AS THE THIRD PARTY ADMINISTRATOR OF THE PLAN AND HANDLES DAY TO DAY MANAGEMENT. FORM 990, PART VI, SECTION A, LINE 8B THE GOVERNING BODY HAS NOT DELEGATED BROAD AUTHORITY TO ANY COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE FULL BOARD OF TRUSTEEES FOR REVIEW AND DISCUSSION PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE TRUST ATTONEY OBTAINS WRITTEN RESPONSES FROM TRUSTEES TO DETERMINE ANY ISSUES WITH RESPECT TO CONFLICT OF INTEREST. ANY PERSON THAT IS DETERMINED TO HAVE A CONFLICT OF INTEREST IS EXCLUDED IN THE VOTING PROCESS REGARDING DECISIONS INVOLVING THE TRANSACTION OR RELATED PARTY TRIGERRING THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART VII, SECTION A, LINE 6 TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED TAX-EXEMPT ORGANIZATIONS IS REPORTED ON FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE PLAN ADMINISTRATOR. FORM 990, PART XI, LINE 9: CHANGE IN BENEFIT OBLIGATIONS -330,391. STATE OF ALASKA CONTRIBUTING EMPLOYER AK 0 PUBLIC EMPLOYEES LOCAL 71 2510 ARTIC BLVD ANCHORAGE AK 99503 920047054 UNION AK 501(C)(5) N/A 0 MUNICIPALITY OF ANCHORAGE CONTRIBUTING EMPLOYER AK 0 HAINES BOROUGH CONTRIBUTING EMPLOYER AK 0 ANCHORAGE SCHOOL DISTRICT CONTRIBUTING EMPLOYER AK 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0