2011-01-17T15:02:55-06:00 2010-03-31 Lockitch Clements & Rice PS 534 Westlake Ave N Ste 300 Seattle WA 98109 990 2009-04-01 910589283 NORTHWEST SHEET METAL WORKERS WELFARE FUND NORT 5095340600 1322 NORTH POST SPOKANE WA 99201 RICK SCHRADER 5095340600 2011-01-17 2066224253 2009 2016-02-24 21:20:13Z RICK SCHRADER 1322 NORTH POST SPOKANE WA 99201 86800378 0 X N/A X 1976 WA HEALTH AND WELFARE BENEFITS 10 10 168 0 0 0 0 62210597 55870082 1190098 1658505 0 63400695 57528587 0 54738217 53202758 0 0 0 1887686 1979687 56625903 55182445 6774792 2346142 59870970 68956607 32745700 31329534 27125270 37627073 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 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 8850 0 1 168 1 0 0 0 0 0 10 10 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X REHN AND ASSOCIATES 5095340600 1322 NORTH POST SPOKANE WA 99201 X RICK SCHRADER X 0 0 0 BARON W DERR X 0 0 0 JERRY KINSLEY X 0 0 0 BRENT MOORE X 0 0 0 TIM KESTER X 0 0 0 JIM RYAN X 0 0 0 JOHN GARRETT X 0 0 0 RANDY FRISBEE X 0 0 0 ERIC MARTINSON X 0 0 0 SHANNON MCENTIRE X 0 0 0 0 0 0 0 0 0 0 AW REHN AND ASSOCIATES 1322 NORTH POST SPOKANE WA 99201 ADMINISTRATION 893606 FIRST CHOICE HEALTH NETWORK 600 UNIVERSITY ST SUITE 1400 SEATTLE WA 98101 CLAIMS 585542 ENVISION RX 2181 E AURORA RD SUITE 201 TWINSBURG OH 44087 RX CLAIMS ADMININISTRATOR 193306 LOCKITCH CLEMENTS & RICE PS 534 WESTLAKE AVE N SUITE 300 SEATTLE WA 98109 AUDITS 167488 RAINIER INVESTMENT MANAGEMENT 601 UNION STREET SUITE 2801 SEATTLE WA 98101 INVESTMENT MANAGER 125336 5 EMPLOYER CONTRIBUTIONS 525100 47295790 47295790 SUPP. BENEFIT CONTRIBS 525100 4069907 4069907 EMPLOYEE CONTRIBUTIONS 525100 4028003 4028003 MEDICARE PART D SUBSID 525100 443700 443700 LIQUIDATED DAMAGES 525100 32682 32682 55870082 1979921 1979921 28950375 29271791 -321416 -321416 -321416 57528587 55870082 0 1658505 53202758 1086912 86859 176488 125336 227838 52307 19971 CONSULTANT FEES 123856 BANK CHARGES 60361 CUSTODIAL BANK FEES 12989 int'L FOUNDATION DUES A 6770 55182445 -1187872 -612941 2852624 1444554 5200419 4929730 53658 53658 52952141 63141606 59870970 68956607 130337 899441 32615363 30430093 32745700 31329534 X 0 0 0 0 27125270 37627073 27125270 37627073 59870970 68956607 X 0 1 1 X 0 0 ACCUMULATED ELIGIBILITY CREDITS 10521205 LIABILITY FOR INCURRED BUT UNREPORTED CLAIMS 7750000 LIABILITY FOR EXTENDED MEDICAL COVERAGE 10429474 LIABILITY FOR SEVERANCE BENEFITS 1729414 30430093 57528587 55182445 2346142 8155661 8155661 10501803 65545923 8155661 8155661 57390262 138325 138325 57528587 57229390 0 57229390 138325 -2185270 -2046945 55182445 Part XIII, Line 4b - Other Adjustments: CHANGE IN HOUR BANK RESERVE: -203795. CHANGE IN IBNR RESERVE: 1657000. CHANGE IN EXTENDED BENEFIT RESERVE: -3722526. CHANGE IN SEVERANCE BENEFITS RESERVE: 84051. Form 990, Part VI, Section A, line 3 THE DAY TO DAY OPERATIONS OF THE PLAN ARE MANAGED BY AW REHN & ASSOCIATES Form 990, Part VI, Section B, line 11 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 ORGANIZATIONS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. A SUMMARY ANNUAL REPORT REQUIRED BY ERISA IS SENT TO THE PARTICIPANTS ANNUALLY. ACCORDING TO THE REGULATIONS OF THE EBSA PARTICIPANTS CAN REQUEST THE FULL ANNUAL REPORT AND FORM 5500 FROM THE PLAN ADMINISTRATOR. Form 990, Part VII Contact Addresses for Officers, Directors, Etc RICK SCHRADER - NORTH 4808 REBECCA, SPOKANE, WA 99217. BARON W. DERR - 1200 WESTLAKE AVE N, SUITE 501, SEATTLE, WA 98109. JERRY KINSLEY - 6214 320TH STREET E, EATONVILLE, WA 98328. BRENT MOORE - 1537 BALDY STE 10, POCATELLO, ID 83201. TIM KESTER - P.O. BOX 5107, MISSOULA, MT 59806. JIM RYAN - 5250 NORTH MONTANA AVENUE, HELENA, MT 59602. JOHN GARRETT - 1317 E 75TH AVE #4, ANCHORAGE, AK 99518. RANDY FRISBEE - 6428 BUSINESS WAY, BOISE, ID 83716. ERIC MARTINSON - 11831 BEVERLY PARK ROAD, B-2, EVERETT, WA 98204. SHANNON MCENTIRE - 1718 W SYLVESTER AVE, PASCO, WA 99031. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. NORTHWEST SHEET METAL WORKERS PENSION PLAN 1220 SW MORRISON SUITE 300 PORTLAND OR 97205 916061344 PROVIDE RETIREMENT BENEFITS TO ELIGIBLE PARTICIPANTS WA 1.401-1(B)(3) NORTHWEST SHEET METAL WORKERS SUPPLEMENTAL PENSION PLAN 1220 SW MORRISON SUITE 300 PORTLAND OR 97205 911702340 PROVIDE RETIREMENT BENEFITS TO ELIGIBLE PARTICIPANTS WA 1.401-1(B)(3) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0