2023-10-31T17:41:57-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2022-01-01 910611843 PLUMBING & PIPEFITTING INDUSTRY STATE OF WASHINGTON HEALTH AND WELFARE FUND PLUM 2064417574 PO BOX 34203 SEATTLE WA 98124 TODD TAYLOR CHAIRMAN 2064417574 2023-10-31 1 TODD TAYLOR 999009999 0 TODD M STOKES CPA P01451940 4252506100 2023-10-31 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TODD TAYLOR PO BOX 34203 SEATTLE WA 98124 78357305 0 X WWW.NWPLUMBERSTRUST.COM X 1962 WA TO PROVIDE HEALTH AND WELFARE, DENTAL AND VACATION BENEFITS TO QUALIFIED PARTICIPANTS 8 5 18 8 0 0 0 0 28493132 31685085 1056687 461531 5172 15612 29554991 32162228 0 0 23652265 27006068 14653 38283 0 0 0 1229881 1252995 24896799 28297346 4658192 3864882 39547265 42547712 7553529 8944549 31993736 33603163 TO PROVIDE HEALTH, DENTAL AND VACATION BENEFITS TO QUALIFIED PARTICIPANTS 0 0 DISBURSEMENTS NEEDED TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN. 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 X 38 0 1 18 1 0 0 0 0 0 0 0 0 X 8 5 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 0 0 0 0 X HOLLY GARCIA 2064417574 7525 SE 24TH STREET SUITE 200 MERCER ISLAND WA 98040 X TODD TAYLOR CHAIRMAN 1.00 X X 6824 0 0 PAUL THIBODAUX SECRETARY 1.00 X X 3713 0 0 KEVIN DOLAN TRUSTEE 1.00 X 8254 0 0 BRETT WIDEMAN TRUSTEE 1.00 X 2042 0 0 JESSE GRAY TRUSTEE 1.00 X 3182 0 0 DAVID NELSON TRUSTEE 1.00 X 0 0 0 PAT ROBERTS TRUSTEE 0.50 X 0 0 0 ROBIN COWPER TRUSTEE 0.50 X 0 0 0 24015 0 0 0 0 0 0 WELFARE & PENSION ADMIN SERVICE INC P O BOX 34203 SEATTLE WA 98124 THIRD PARTY ADMINISTRATOR 755502 RAEL & LETSON DEPT LA 24736 PASADENA CA 98115 ACTUARY 110876 BARLOW COUGHRAN MORALES & JOSEPHSON PS 1325 FOURTH AVE SUITE 910 SEATTLE WA 98101 LEGAL COUNSEL 101684 3 EMPLOYER CONTRIBUTIONS 900099 19886697 19886697 PARTICIPANT CONTRIBUTIONS 900099 11798388 11798388 31685085 660938 660938 45995670 46195077 -199407 -199407 -199407 OTHER INCOME 900099 15612 15612 15612 32162228 31700697 0 461531 27006068 24015 14268 727050 101684 59370 77230 111437 88262 9204 24314 31885 PCORI FEES 10635 CHANGE HEALTHCARE SERVI 7515 UARS SERVICE FEE 2275 DUES AND REGISTRATION F 2134 28297346 2054122 8810860 2127369 4012618 4322587 13706 68776 33466819 27218120 39547265 42547712 214391 351749 7339138 8592800 7553529 8944549 X 0 0 0 0 31993736 33603163 31993736 33603163 39547265 42547712 3864882 -2255455 0 X X 0 1 X 1 0 0 CLAIMS PAYABLE 418200 CLAIMS INCURRED BUT NOT REPORTED 3558600 ACCUMULATED ELIGIBILITY CREDITS 4616000 8592800 X 29829543 -2255455 -2255455 32084998 77230 77230 32162228 26966454 0 26966454 77230 1253662 1330892 28297346 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 INTERNAL REVENUE SERVICE. 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 BENEFIT OBLIGATIONS 1,253,662. FORM 990, PART VI, SECTION A, LINE 3 THE PLAN CONTRACTS WELFARE & PENSION ADMINISTRATION SERVICE, INC., AS THE THIRD-PARTY ADMINISTRATOR OF THE PLAN, WHO OVERSEES ALL DAY TO DAY OPERATIONS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PROVIDED TO THE BOARD OF TRUSTEES, BY E-MAIL, FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES ARE REQUIRED TO PROVIDE ANNUAL WRITTEN REPRESENTATIONS REGARDING ANY CONFLICT OF INTERESTS THEY ARE AWARE OF. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN DOCUMENT, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PARTICIPANTS AND PUBLIC UPON REQUEST. FORM 990; PART VII, SECTION A, LINE 6 TRUSTEES ARE NOT COMPENSATED BY THE TRUST. TRUSTEES ARE REIMBURSED FOR WAGES LOST AS A RESULT OF ATTENDING A TRUST MEETING, PROVIDED THAT SUCH REIMBURSEMENT SHALL NOT EXCEED THE MAXIMUM RATE SET FOURTH IN THE THEN-CURRENT COLLECTIVE BARGAINING AGREEMENT COVERING THE PPC JURISDICTION. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED TAX-EXEMPT ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE IRS BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE PLAN ADMINISTRATOR. FORM 990, LINE XII, LINE 2C: THE BOARD OF TRUSTEES ASSUMES OVERSIGHT RESPONSIBILITY FOR THE ANNUAL INDEPENDENT AUDIT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART V, LINE 2A AND PART IX, LINE 4 THE PLAN PROVIDES TAXABLE TIME LOSS BENEFITS TO ELIGIBLE PARTICIPANTS AND REPORTS THOSE BENEFITS ON FORM W-2. THESE BENEFITS ARE INCLUDED ON FORM 990, PART IX, LINE 4. UNITED ASSN PLUMBING & PIPEFITTING INDUSTRY LOCAL 44 3915 E MAIN AVENUE SPOKANE WA 99202 910449325 SPONSORING LOCAL / CONTRIBUTING EMPLOYER WA 501(C)(5) N/A N/A 0 UNITED ASSN JOURNEYMEN & APPR OF PLUMBING & PIPE LOCAL 26 780 CHRYSLER DRIVE BURLINGTON WA 98233 460470876 SPONSORING LOCAL / CONTRIBUTING EMPLOYER WA 501(C)(5) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 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 DECEMBER 31, 2022, THERE ARE APPROXIMATELY 91 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. AARONS APPLIANCE AND PLUMBING LLC ABLE ONE PLUMBING AND MECHANICAL, LLC ACCO ENGINEERED ADEPT MECHANICAL ALLIANT SYSTEMS LLC APCOM POWER, INC APOLLO SHEETMETAL, INC AUBURN MECHANICAL, INC BARIN GROUP BERING INDUSTRIAL CONTRACTORS INC BETSCHART MECHANICAL INC BHI ENERGY BLYTHE PLUMBING & HEATING, INC BRATONIA MECHANICAL C.R. MEYER AND SONS CARRIER COMM. SERVICES COLOMBO SALES & ENGINEERING, INC DIAMOND PLUMBING & HEATING DM KELLY MECHANICAL INC EAGLE HARBOR ASSOC LLC EMMERICKS PLUMBING LLC EVERGREEN STATE SHEET METAL, INC GENERAL CONSTRUCTION GENERAL MECHANICAL INC HANGING H COMPANIES HARDER MECHANICAL CONSTR INC HARRIS PACIFIC NORTHWEST LLC HASKELL CO HAWK MECHANICAL HERITAGE MECHANICAL INC HERMANSON COMPANY LLP HMS COMMERCIAL HOLADAY-PARKS, INC HOLMBERG COMPANY HONEYWELL INC ICONBIM LLC INLAND EMPIRE JATC J.H. KELLY LLC JOHNSON CONTROLS, INC JS TUBING KIEL MECHANICAL L P & H MECHANICAL CO MACDONALD-MILLER MACKIN & LITTLE, INC MADDEN MECHANICAL, INC MC PIPEMASTERS MCABEE CONST,INC MCCLINTOCK & TURK, INC MCKINSTRY CO LLC MCKINSTRY CO, INC MILLS ELECTRIC CO NORTHWEST CONTROL CO NPL CONSTRUCTION CO. PEASE PIPING, INC PERFORMANCE MECHANICAL PERMACOLD ENGINEERING INC PIPEWORKS MECHANICAL PLATINUM INDUSTRIAL PLUMBERS & STEAMFITTRS PORT OF LONGVIEW POWERTEK ELECTRIC INC PRECISION PIPE FABRICATORS INC PROFESSIONAL PIPING PSF MECHANICAL, INC. REDLINE MECHANICAL RIDGECREEK PLUMBING RITTER PLUMBING & MECHANICAL RM MECHANICAL SHINN MECHANICAL, INC SJS MECHANICAL, LLC SKAGIT PLUMBING SNELSON COMPANIES, INC SNO VALLEY PROCESS SOLUTIONS, INC SPECIALTY WELDING AND TURNAROUNDS LLC STATE MECHANICAL CO STIRRETT JOHNSEN, INC SUNSET AIR, INC. TACOMA SCHOOL DIST #10 TOTAL MECHANICAL, INC TRANE OF NW HAWAII U.A. LOCAL 26 JATC UNIVERSITY MECHANICAL UPS INDUSTRIAL SERVICE OF CALIFORNIA, INC WA STATE ASSN OF UA PLUMBERS & PIPEFITTERS WASHINGTON STATE ASSN OF UA WCI PLUMBING, LLC WEST COAST MECHANICAL WESTERN WASHINGTON FAIR ASSOCIATION WILLIAMS MECHANICAL INC