2026-05-13T13:35:48-05:00 2025-06-30 208149084 ANASTASI MOORE & MARTIN PLLC 9 S WASHINGTON ST STE 600 SPOKANE WA 99201 990 2024-07-01 936021474 MONTANA TEAMSTERS-CONTRACTORSEMPLOYERS MONT 2063294900 2323 EASTLAKE AVE E 300 SEATTLE WA 98102 JIM SOUMAS CHAIRMAN CHAIRMAN 2063294900 2026-05-13 1 1 CHRISTI JONES CPA P01235845 5093230272 2026-05-13 2024 2025-03-06 01:10:19Z JIM SOUMAS CHAIRMAN 2323 EASTLAKE AVE E 300 SEATTLE WA 98102 64041416 0 X N/A X 1957 MT TO PROVIDE HEALTH AND WELFARE BENEFITS FOR RETIREE PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS. 8 8 0 0 0 0 0 0 30117293 29089638 1143118 1613814 83035 715 31343446 30704167 0 0 26056951 29706058 0 0 0 0 0 2043448 1959910 28100399 31665968 3243047 -961801 45748790 45873938 6603475 6153050 39145315 39720888 X TO PROVIDE AN ENTITY TO WHICH CONTRIBUTIONS FROM PARTICIPATING EMPLOYERS AND EMPLOYEES CAN BE PAID AND THROUGH WHICH THE TRUSTEES CAN CREATE AND ADMINISTER ONE OR MORE EMPLOYEE WELFARE BENEFIT PLANS FOR THE PARTICIPATING EMPLOYEES ON WHOSE BEHALF THE CONTRIBUTIONS HAVE BEEN PAID, AND THEIR ELIGIBLE DEPENDENTS. 0 0 TO PROVIDE AN ENTITY TO WHICH CONTRIBUTIONS FROM PARTICIPATING EMPLOYERS AND EMPLOYEES CAN BE PAID AND THROUGH WHICH THE TRUSTEES CAN CREATE AND ADMINISTER ONE OR MORE EMPLOYEE WELFARE BENEFIT PLANS FOR THE PARTICIPATING EMPLOYEES ON WHOSE BEHALF THE CONTRIBUTIONS HAVE BEEN PAID, AND THEIR ELIGIBLE DEPENDENTS. 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 61 0 1 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X NORTHWEST ADMINISTRATORS INC 2063294900 2323 EASTLAKE AVE E SUITE 300 SEATTLE WA 981023305 X X JIM SOUMAS CHAIRMAN, UNION TRUSTEE 1.00 X X 0 0 0 BRIAN PERSON SECRETARY, EMPLOYER TRUSTEE 1.00 X X 0 0 0 KYLE SCHELLINGER EMPLOYER TRUSTEE 1.00 X 0 0 0 DAVID DEVORE EMPLOYER TRUSTEE 1.00 X 0 0 0 LARRY ORTEGA EMPLOYER TRUSTEE 1.00 X 0 0 0 MIKE WILSON EMPLOYER TRUSTEE (OUTGOING) 1.00 X 0 0 0 DARREN DAVIS UNION TRUSTEE 1.00 X 0 0 0 RAY SCHONSBERG UNION TRUSTEE 1.00 X 0 0 0 ERIN FOLEY UNION TRUSTEE 1.00 X 0 0 0 JIM LARSON UNION TRUSTEE (OUTGOING) 1.00 X 0 0 0 0 0 0 0 0 0 0 NORTHWEST ADMINISTRATORS INC 2323 EASTLAKE AVE E SUITE 300 SEATTLE WA 98102 ADMINISTRATION 1050765 PREMERA BLUE CROSS 7001 220TH STREET SW MOUNTLAKE TERRACE WA 98043 CLAIMS ADMINISTRATION 498938 INNOVATIVE CARE MANAGEMENT INC PO BOX 22386 PORTLAND OR 97269 CASE MANAGEMENT 195099 3 EMPLOYER CONTRIBUTIONS 525100 28001611 28001611 RETIREE SELF-PAYMENTS 525100 1088027 1088027 29089638 1314472 1314472 33636591 33337249 299342 299342 299342 LIQUIDATED DAMAGES AND INTEREST 525100 715 715 715 30704167 29090353 0 1613814 29706058 1560244 28716 94997 118863 52581 29927 31630 6469 BANK FEES 26540 PCORI FEES 9943 31665968 1850893 1711872 2896100 6456545 2454461 1881544 837 35202035 31997997 2114015 2256957 1231286 1568186 45748790 45873938 131049 118945 6472426 6034105 6603475 6153050 X 39145315 39720888 39145315 39720888 45748790 45873938 -961801 1537374 0 X 0 1 X 0 0 0 CLAIMS INCURRED BUT NOT REPORTED 4500000 SELF-FUNDED CLAIMS PAYABLE 1121275 ACCUMULATED ELIGIBILITY CREDITS 235000 PREMIUMS DUE INSURERS 177830 6034105 X 32122678 1537374 1537374 30585304 118863 118863 30704167 31985426 0 31985426 118863 -438321 -319458 31665968 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 INTERNAL REVENUE CODE (IRC), AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE PLAN HAS OBTAINED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) BUT HAS SINCE BEEN AMENDED. HOWEVER, THE PLAN ADMINISTRATOR BELIEVES THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THEREFORE, THEY BELIEVE THAT THE PLAN IS QUALIFIED, AND THE RELATED TRUST IS TAX-EXEMPT AS OF THE FINANCIAL STATEMENT DATE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. 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 ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF JUNE 30, 2025, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A 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. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN CLAIMS AND PREMIUMS PAYABLE -438,321. FORM 990, PART VI, SECTION A, LINE 3 THE DAY-TO-DAY OPERATIONS OF THE TRUST ARE CONTRACTED OUT TO A THIRD-PARTY ADMINISTRATOR, AND CERTAIN SELF-INSURED BENEFITS ARE PROCESSED BY THIRD-PARTY CLAIMS PROCESSORS UNDER ADMINISTRATIVE SERVICE ONLY ARRANGEMENTS. HOWEVER, THE BOARD OF TRUSTEES RETAINS ULTIMATE RESPONSIBILITY AND OVERSIGHT FOR THE OPERATIONS OF THE TRUST. FORM 990, PART VI, SECTION A, LINE 7A THERE WILL BE EIGHT TRUSTEES, FOUR OF WHOM WILL BE EMPLOYER TRUSTEES REPRESENTING THE PARTICIPATING EMPLOYERS AND FOUR OF WHOM WILL BE LABOR ORGANIZATION TRUSTEES REPRESENTING THE PARTICIPATING EMPLOYEES. TWO OF THE FOUR LABOR ORGANIZATION TRUSTEES WILL BE FROM TEAMSTERS LOCAL 190 AND THE OTHER TWO TRUSTEES WILL BE FROM TEAMSTERS LOCAL 2. EACH TRUSTEE WILL SIGN A DOCUMENT ACCEPTING THE APPOINTMENT AS TRUSTEE AND AGREEING TO ABIDE BY THE TERMS AND PROVISIONS OF THE TRUST AGREEMENT. EACH TRUSTEE WILL SERVE UNTIL THE TERMINATION OF APPOINTMENT, RESIGNATION, OR DEATH. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE TRUST'S THIRD-PARTY ADMINISTRATOR, ATTORNEY, AND THE CHAIRMAN AND SECRETARY OF THE BOARD OF TRUSTEES, PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE TRUST REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. TRUSTEES ARE REMINDED OF THEIR DUTY TO DISCLOSE ANY CONFLICT OF WHICH THEY ARE AWARE. A QUESTIONNAIRE IS REQUIRED TO BE FILLED OUT BY TRUSTEES AND SERVICE PROVIDERS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE TRUST'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MAINTAINED AND ARE AVAILABLE TO THE PUBLIC UPON REQUEST THROUGH THE TRUST'S THIRD-PARTY ADMINISTRATOR. FORM 990, PART VII, SECTION A TRUSTEES ARE NOT COMPENSATED BY THE TRUST FOR SERVICES. COMPENSATION PAID TO CERTAIN TRUSTEES WHO ARE EMPLOYED BY RELATED ORGANIZATIONS IS PROPERLY REPORTED ON THE EMPLOYER ANNUAL TAX FILINGS. PLEASE CONTACT THE ADMINISTRATIVE OFFICE IF YOU HAVE ANY QUESTIONS. TEAMSTERS UNION LOCAL #2 3345 HARRISON AVE BUTTE MT 59701 CONTRIBUTING EMPLOYER MT 501(C)(5) 0 TEAMSTERS UNION LOCAL NO 190 PO BOX 50969 BILLINGS MT 59105 CONTRIBUTING EMPLOYER MT 501(C)(5) 0 BUTTE SCHOOL DISTRICT 1 CONTRIBUTING EMPLOYER 0 BUTTE SILVER BOW CONTRIBUTING EMPLOYER 0 CITY OF DEER LODGE CONTRIBUTING EMPLOYER 0 GREENFIELDS IRRIGATION DISTRICT CONTRIBUTING EMPLOYER 0 COP CONSTRUCTION LLC CONTRIBUTING EMPLOYER N/A 0 0 MONDELEZ GLOBAL LLC CONTRIBUTING EMPLOYER N/A 0 0 TALEN MONTANA LLC CONTRIBUTING EMPLOYER N/A 0 0 APPALACHIAN PIPELINE CONTRIBUTING EMPLOYER N/A 0 BERT MOONEY AIRPORT CONTRIBUTING EMPLOYER N/A 0 BROADWATER COUNTY CONTRIBUTING EMPLOYER N/A 0 DARIGOLD INC CONTRIBUTING EMPLOYER N/A 0 DISCOVER MOVING AND STORAGE CONTRIBUTING EMPLOYER N/A 0 JEFFERY CONTRACTING CONTRIBUTING EMPLOYER N/A 0 MAIN BUILDING MAINTENANCE CONTRIBUTING EMPLOYER N/A 0 MCGREE CONTRACTING CO CONTRIBUTING EMPLOYER N/A 0 MICHELS CONSTRUCTION CONTRIBUTING EMPLOYER N/A 0 MISSOULA URBAN TRANSIT CONTRIBUTING EMPLOYER N/A 0 REPUBLIC SERVICES CONTRIBUTING EMPLOYER N/A 0 SCHELLINGER CONST CO CONTRIBUTING EMPLOYER N/A 0 UNITED POSTAL SERVICES CONTRIBUTING EMPLOYER N/A 0 US FOODS INC CONTRIBUTING EMPLOYER N/A 0 WESTERN SUGAR COMPANY CONTRIBUTING EMPLOYER N/A 0 WICKENS CONSTRUCTION CONTRIBUTING EMPLOYER N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1