2023-11-15T19:57:36-06:00 2022-12-31 WITHUMSMITHBROWNPC 5000 EXECUTIVE PKWY STE 400 SAN RAMON CA 94583 990 2022-01-01 926002106 ALASKA Carpenters Health and Welfare TRUST FUND % WELFARE & PENSION ADMIN SERV ALAS 2064417574 PO BOX 34203 SEATTLE WA 98124 Robby Capps CHAIR-TRUSTEE 2064417574 2023-11-15 true Robby Capps 999009999 JESSICA R ROSTER P01317380 9252779100 2023-11-15 2022 2023-04-26 12:10:37Z JOHN ENG PO BOX 34203 SEATTLE WA 98124 14352057 false X n/a X 1956 AK TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS IN A COLLECTIVELY BARGAINED AGREEMENT. 8 0 6 0 0 0 0 0 13645635 13759404 569548 592653 0 0 14215183 14352057 0 0 13639767 14129655 0 0 0 0 0 775004 737300 14414771 14866955 -199588 -514898 29936146 27659975 8083345 8506184 21852801 19153791 TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS false false PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGBILE PARTICPANTS AND THEIR DEPENDENTS. false false false false false false false false false false false false false true true true false false false false false false false false false false false false false false false false false false false false false false false false true false false true X 200 0 true 6 true false false false false false false false false X 8 0 false true false false false false false true false false false true true true true true true false false false X WELFARE PENSION ADMIN SERV 2064417574 7525 SE 24TH ST STE 200 Mercer Island WA 90840 X Robby Capps Co-chair - Trustee 1.2 0.0 X 0 0 0 ARTHUR 'AJ' SUTTON Chair - Trustee 1.2 0.0 X 0 0 0 BERT BELL Trustee 1.2 0.0 X 0 0 0 CHRIS DIMOND Trustee 1.2 0.0 X 0 0 0 JED SHANDY Trustee 1.2 0.0 X 0 0 0 James Gleason Trustee-past 0.0 0.0 X 0 0 0 ANTHONY A PENA Trustee 1.2 0.0 X 0 0 0 MEG NORDALE trustee 1.2 0.0 X 0 0 0 DUSTIN SWATEK ALTERNATE TRUSTEE 1.2 0.0 X 0 0 0 JOHN MACKINNON ALTERNATE TRUSTEE 1.2 0.0 X 0 0 0 DAN LANGFORD Trustee-past 1.2 0.0 X 0 0 0 SEE SCHEDULE O FOR COMPENSATION PAID BY RELATED ORGANIZATIONS 0.0 0.0 X 0 0 0 0 0 0 0 false false false WELFARE PENSION ADMIN SERVICE INC 7525 SE 24th Street STE 200 Mercer Island WA 98040 administration 419867 Premera Blue Cross 7001 220th St SW Mountlake Terrace WA 98043 Claims admin 167874 2 0 Employer contributions 900099 11890193 11890193 STOP LOSS INCOME 900099 670216 670216 FORMULARY REBATES 900099 597007 597007 EMPLOYEE CONTRIBUTIONS 900099 491473 491473 OTHER INCOME 900099 108921 108921 1594 1594 13759404 592653 592653 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14352057 13759404 592653 0 0 0 14129655 0 0 0 0 0 0 403060 38326 46729 0 0 22365 70949 0 37202 8896 0 0 18971 0 26736 0 0 0 16160 AK VACCINE ASSSESSMENT 42722 PCORI TAX 5184 14866955 249010 345475 0 0 0 0 1743627 1472686 0 0 0 0 0 0 0 0 11047 10369 0 0 27932462 25831445 0 0 0 0 0 0 0 0 29936146 27659975 79345 133237 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8004000 8372947 8083345 8506184 X 0 0 0 0 21852801 19153791 21852801 19153791 29936146 27659975 -514898 -2184112 X X false true X true false 0 ACCUMULATED ELIGIBILITY CREDITS 6135000 CLAIMS PAYABLE and IBNR 2237947 8372947 X 12145580 -2184112 -2184112 14329692 22365 22365 14352057 14475643 14475643 22365 368947 391312 14866955 PART X, LINE 2: Accounting principles generally accepted in the United States of America require management to evaluate the tax positions taken by the Plan and to recognize a tax liability if the Plan has taken an uncertain position that, more likely than not, would not be sustained upon examination by the Internal Revenue Service. Management has analyzed the tax positions taken by the Plan and has concluded that, as of December 31, 2022 and 2021, there are no uncertain positions taken, or expected to be taken, that would require recognition of a liability or disclosure in the financial statements. The Plan is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS 368,947 FORM 990, PART VI, SECTION A, LINE 3: THE PLAN HAS CONTRACTED WITH WELFARE & PENSION ADMINSTRATION SERVICE, INC. TO PROVIDE ADMINSTRATIVE SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B: THE BOARD OF TRUSTEES (GOVERNING BODY) DOES NOT HAVE COMMITTEES THAT ACT ON ITS BEHALF. FORM 990, PART VI, SECTION B, LINE 11B: THE SIGNING TRUSTEE REVIEWED THE FORM 990 PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C: ALL MEMBERS OF THE BOARD OF TRUSTEES ARE COVERED BY THE CONFLICT-OF-INTEREST POLICY. IF AND WHEN A POTENTIAL CONFLICT OF INTEREST IS DISCLOSED, THE BOARD OF TRUSTEES WILL INVOLVE THE TRUST'S ATTORNEY TO EVALUATE IF THE MATTER WOULD LIKELY PREVENT AN UNBIASED OR OBJECTIVE DECISION BY A TRUSTEE. AS APPROPRIATE, DISCIPLINARY OR CORRECTIVE ACTION WILL BE TAKEN. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAIABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES HAS RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED. FORM 990, PART V, LINE 2A THE PLAN PROVIDES TAXABLE TIME LOSS PAYMENTS TO ELIGIBLE PARTICIPANTS AND REPORTS THOSE BENEFITS ON FORM W-2. THESE BENEFITS ARE INCLUDED ON FORM 990, PART IX, LINE 4. FORM 990, PART VII, SECTION A, LINE 1A TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO THE TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITONAL INFORMATION, PLEASE CONTACT THE THIRD PARTY ADMINISTRATOR, WELFARE AND PENSION ADMINISTRATION, INC. ALASKA CARPENTERS DEFINED CONTRIBUTION T 7525 SE 24th Street Suite 200 Mercer Island WA 98040 926003157 PENSION AK 501(A) N/A NA false SOUTHERN ALASKA CARPENTERS RETIREMENT FU 7525 SE 24th Street Suite 200 mercer Island WA 98040 920120866 RETIREMENT AK 501(A) N/A NA false United Brotherhood of Carpenters and Joi 25 TimberLAND DRIVE Fairbanks AK 99701 920013107 LABOR UNION AK 501(C)(5) N/A NA false United Brotherhood of Carpenters and Joi 407 DENALI STREET AnCHORAGE AK 99501 920009581 LABOR UNION AK 501(C)(5) N/A NA false PILEDRIVERS AND DIVERS LOCAL 2520 4825 E 8TH AVE ANCHORAGE AK 99501 920020902 LABOR UNION AK 501(C)(5) N/A NA false false false false false false false false false false false false false false false false false false false false SCHEDULE R, RELATED ORGANIZATIONS: THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF DECEMBER 31, 2022, THERE ARE APPROXIMATELY 72 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 ADMINISTRATIVE 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. ADMIRALTY CONSTRUCTION AESI LLC AK CARPS LOCAL 1243 AK CARPS LOCAL 1281 AK CARPS LOCAL 2520 AK PILEDRIVERS 2520 ALASKA CARPENTERS TRNG ALASKA COMMERCIAL CONTRACTORS INC ALASKA GLAZING INC ALASKA WORKS AMERICAN MARINE CORP AMERICAN MECHANICAL ARCTIC SOLAR VENTURES ASRC FEDERAL FIELD SVS BEK OF ALASKA BERING STRAITS NATIVE BLAKE LLC BLAZY CONSTRUCTION INC BRANDSAFWAY SERVICES BRICE, INC. CARIBOU BUILDERS CARVER CONSTRUCTION CERTIFIED REPAIR CITY OF FAIRBANKS COMPASS CONSTRUCTION CORNERSTONE GENERAL CYS ENTERPRISES LLC DAVIS CONST & ENG INC DCI BUILDERS, LLC EKLUTNA CONSTRUCTION ELITE ACOUSTICS & INT. ELITE ACOUSTICS EXCEL CONSTRUCTION INC F & W CONSTRUCTION CO FAR NORTH FISCHETTI ENTERPRISES GHEMM COMPANY, INC. GLOBAL DIVING & SALVGE HAMILTON CONSTRUCTION HARRIS SAND AND GRAVEL HASKELL CORPORATION HENRICKSEN CONSTRUCTOR HICKEL CONSTR & ENG HIGH POINT CONSTRN HPM CONTRACTING INDYNE, INC ISLAND CONTRACTORS INC JAFFA CONSTRUCTION JOHNSON RIVER KC CORPORATION KIEWIT INFRASTRUCTURE MASS EXCAVATION INC NANUQ INC. NEESER CONSTR INC OVERHEAD DOOR CO OF PACIFIC NW REGIONAL PACIFIC PILE & MARINE ROGER HICKEL CONTRACT SIEMENS GENERATION SVC SILVER MOUNTAIN CONSTR SOULE ACOUSTICS SPECTRA, LLC SR BALES CONSTRUCTION SWALLING GENERAL TURNAGAIN MARINE TUTKA LLC TYONEK CONTRACTORS UNIT COMPANY WELDIN CONSTRN, LLC WESTERN MARINE CONST WHITE MOUNTAIN CONST WOODS CONSTRUCTION INC