2026-04-14T08:23:25-05:00 2025-05-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2024-06-01 826030679 IDAHO PIPE TRADES TRUST IDAH 2082881610 575 NORTH RALSTIN STREET A MERIDIAN ID 83642 WILLIAM MAGNUSON CHAIRMAN 2082881610 2026-03-30 1 0 IANN SEEL P03444537 4252506100 2026-03-30 2024 2025-03-06 01:10:19Z WILLIAM MAGNUSON 5998 W GOWEN RD BOISE ID 83709 19746230 0 X N/A X 1967 ID TO PROVIDE H&W BENEFITS. 6 0 27 0 0 0 0 0 10854260 13267177 547218 1201566 0 0 11401478 14468743 0 0 9463708 14804153 0 0 0 0 0 1384639 1501427 10848347 16305580 553131 -1836837 28204358 29642896 6390384 9191680 21813974 20451216 TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS. 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS TO 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 8 0 1 27 1 0 0 0 0 0 0 0 0 X 6 0 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X KIM GOULD 5032421621 PMB 116 5331 S MACADAM AVE STE 258 PORTLAND OR 97239 X WILLIAM MAGNUSON CHAIRMAN 1.00 X X 0 0 0 MARK HOSICK SECRETARY 1.00 X X 0 0 0 MELVIN CROMWELL TRUSTEE 1.00 X 0 0 0 DAVE ANDERSON TRUSTEE 1.00 X 0 0 0 NICK SAUNDERS TRUSTEE 1.00 X 0 0 0 TERESA PAIGE TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 BLUE CROSS OF ID HEALTH SERVICES INC 3000 E PINE ST MERIDIAN ID 83642 CLAIMS ADMINISTRATION 1037994 MILLIMAN 1455 SW BROADWAY 1600 PORTLAND OR 97201 ACTUARY 248538 BENESYS 5331 S MACADAM AVE 220 PORTLAND OR 97239 ADMINISTRATOR 225555 3 EMPLOYER CONTRIBUTIONS 900099 12880475 12880475 SELF-PAY CONTRIBUTIONS 900099 374199 374199 LIQUIDATED DAMAGES 900099 12503 12503 13267177 1293337 1293337 5185716 5277487 -91771 -91771 -91771 14468743 13267177 0 1201566 14804153 1132936 86629 48841 1273 170435 31684 7040 16139 6450 16305580 1517565 1033138 191503 302378 1743332 1894168 90863 92835 24661095 26320377 28204358 29642896 124466 216096 6265918 8975584 6390384 9191680 X 0 0 0 0 21813974 20451216 21813974 20451216 28204358 29642896 -1836837 474079 0 X X 0 1 X 1 0 0 ESTIMATED LIABILITY FOR FUTURE ELIGIBILITY 7250000 CLAIMS PAYABLE AND CLAIMS INCURRED BUT NOT REPORTED 1725584 8975584 X 14941549 474079 474079 14467470 1273 1273 14468743 13594641 0 13594641 1273 2709666 2710939 16305580 PART X, LINE 2: 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: CHANGE IN CLAIMS PAYABLE AND IBNR 549,666. CHANGE IN ESTIMATED LIABILITY FOR FUTURE ELIGIBILITY 2,160,000. FORM 990, PART VI, SECTION A, LINE 3 EFFECTIVE OCTOBER 1, 2015 THE BOARD OF TRUSTEES HIRED BENESYS, INC., A THIRD PARTY ADMINISTRATOR IN PORTLAND, OR TO MANAGE THE DAY TO DAY OPERATIONS OF THE PLAN. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES THAT ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B REVIEWED BY THE GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES AND OTHER FIDUCIARIES MANAGING ITS ASSETS AND MAINTAIN RESPONSIBILITY TO ADMINISTER THE PLAN SHALL AVOID PARTICIPATING IN DECISIONS OR ISSUES THAT CONSTITUTE CONFLICTS OF INTEREST PROHIBITED BY THE EMPLOYEE RETIREMENT INCOME SECURITY ACT AS STATED IN THEIR CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE ON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS AND METHODS FOR SELECTING THE INDEPENDENT AUDITOR HAVE NOT CHANGED FROM PRIOR YEARS. PLUMBERS & PIPEFITTERS LOCAL 648 456 N ARTHUR AVE STE 4 POCATELLO POCATELLO ID 83204 820196579 ID SUPPORTING LOCAL 0 LOCAL UNION 296 575 N RALSTIN ST STE A MERIDIAN ID 83642 820198631 ID SUPPORTING LOCAL 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 SCH R, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTI-EMPLOYER TRUST THAT PROVIDES HEALTH BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF MAY 31, 2025, THERE ARE APPROXIMATELY 39 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES, AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (DISREGARDED ENTITY, TAX-EXEMPT ORGANIZATION, PARTNERSHIP, TAXABLE CORPORATION OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATION OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. PLUMBERS/FITTERS LU 296 PLUMBERS/FITTERS LU 648 ACCO ENGINEERED SYSTEMS ALIAS MANUFACTURING LLC AMERICAN CHILLER SERVICE APPLIED PROCESS COOLING CORP. ATS WELDING BABCOCK & WILCOX CO BARIN GROUP BOTT PLUMBING LLC CARRIER COMMERCIAL SRVS DAIKIN APPLIED AMERICAS ERIC SONNER LLC GEM STATE MECHANICAL INC HARRIS MOUNTAIN WEST, LLC ICON MECHANICAL IDAHO ENVIRONMENTAL COALITION, LLC INTERMECH INC JH KELLY LLC JOHNSON CONTROLS INC JR MERIT INDUSTRIAL CONTR KELLOGG PLUMBING LLC L&L MECHANICAL INC LOUIS A ROSER COMPANY MOUNTAIN STATES PIPE TRADES ASSOCIATION NEHP, INC OCEAN PARK MECHANICAL ORION MECHANICAL & INDUST PAIGE MECHANICAL GROUP PERMA COLD ENGINEERING RAY & SON HTG & A/C INC REFRIGERATION UNLIMITED, INC. RM MECHANICAL SHAMBAUGH & SON (296) SOUTHLAND INDUSTRIES SSC MECHANICAL AND HVAC SERVICES LLC STAINLESS SPECIALISTS INC TRAINING FUND YMC INC