2025-03-03T12:32:27-06:00 2024-05-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2023-06-01 826030679 IDAHO PIPE TRADES TRUST IDAH 2082881610 575 NORTH RALSTIN STREET A MERIDIAN ID 83642 WILLIAM MAGNUSON CHAIRMAN 2082881610 2025-02-21 1 0 MICHAEL T MEAD CPA P01893207 5038084135 2025-02-21 2023 2025-03-06 01:10:19Z WILLIAM MAGNUSON 5998 W GOWEN RD BOISE ID 83709 20177844 0 X N/A X 1967 ID TO PROVIDE H&W BENEFITS. 6 0 25 0 0 0 0 0 11010482 10854260 844205 547218 0 0 11854687 11401478 0 0 9772721 9463708 0 0 0 0 0 1360326 1384639 11133047 10848347 721640 553131 25974412 28204358 6362274 6390384 19612138 21813974 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 4 0 1 25 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 879902 MILLIMAN 1455 SW BROADWAY 1600 PORTLAND OR 97201 ACTUARY 211275 BENESYS 5331 S MACADAM AVE 220 PORTLAND OR 97239 ADMINISTRATOR 191616 MONDRESS MONACO PARR LOCKWOOD PLLC 2101 FOURTH AVENUE SUITE 2170 SEATTLE WA 98121 PLAN ATTORNEY 124581 4 EMPLOYER CONTRIBUTIONS 900099 10505823 10505823 SELF-PAY CONTRIBUTIONS 900099 334187 334187 LIQUIDATED DAMAGES 900099 12767 12767 EPIPEN CLASS ACTION 900099 1483 1483 10854260 954004 954004 8369580 8776366 -406786 -406786 -406786 11401478 10854260 0 547218 9463708 1027903 71318 13341 1788 227228 13846 5602 643 17474 5496 10848347 2178901 1517565 201732 191503 1019059 1743332 89432 90863 22485288 24661095 25974412 28204358 196382 124466 6165892 6265918 6362274 6390384 X 0 0 0 0 19612138 21813974 19612138 21813974 25974412 28204358 553131 1648705 0 X X 0 1 X 1 0 0 ESTIMATED LIABILITY FOR FUTURE ELIGIBILITY 5090000 CLAIMS PAYABLE AND CLAIMS INCURRED BUT NOT REPORTED 1175918 6265918 X 13048395 1648705 1648705 11399690 1788 1788 11401478 10746533 0 10746533 1788 100026 101814 10848347 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 90,026. CHANGE IN ESTIMATED LIABILITY FOR FUTURE ELIGIBILITY 10,000. 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 SCHEDULE R, IDENTIFICATION OF RELATED 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, 2024, THERE ARE APPROXIMATELY 45 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. BABCOCK & WILCOX CO BARIN GROUP BOTT PLUMBING LLC CARRIER COMMERCIAL SRVS DAIKIN APPLIED AMERICAS EFRIGERATION UNLIMITED, INC GEM STATE MECHANICAL INC GRANT MECHANICAL INC HARRIS MOUNTAIN WEST, LLC IDAHO ENVIRONMENTAL COALITION, LLC INTERMECH INC JH KELLY LLC JOHNSON CONTROLS INC KELLOGG PLUMBING LLC L&L MECHANICAL INC LOCAL 439 HW (HW) LOUIS A ROSER COMPANY MECH TECH SERVICES MOUNTAIN STATES PIPE TRADES ASSOCIATION N.W. OHIO PLUMB & PIPE LCL 50 ORION MECHANICAL & INDUST PAIGE MECHANICAL GROUP PERMA COLD ENGINEERING PIPE TRADES IND HW (HW) PROFESSIONAL CONTRACTORS & ASSOCIATES RAY & SON HTG & A/C INC RIC SONNER LLC RM MECHANICAL S CALIFORNIA PT HW S&S PLUMBING SALTENBERGER PLBG & HTG SHAMBAUGH & SON (296) SOUTHLAND INDUSTRIES SSC MECHANICAL AND HVAC SERVICES LLC TOP NOTCH HEATING AND PLUMBING, LLC TRAINING FUND TS WELDING WISCONSIN PT HW (HW) YMC INC