2023-11-15T21:29:37-06:00 2022-12-31 208149084 ANASTASI MOORE & MARTIN PLLC 9 S WASHINGTON ST STE 600 SPOKANE WA 99201 990 2022-01-01 916060872 ASSOCIATED GENERAL CONTRACTORS HEALTH BENEFIT TRUST-ALASKA/WASHINGTON CHAPTERS ASSO 4257717359 12121 HARBOUR REACH DR STE 105 MUKILTEO WA 98275 CHERYL STEWART CHAIRPERSON 4257717359 2023-11-15 1 CHERYL STEWART 999009999 1 PAUL ANASTASI CPA P00395796 5093230272 2023-11-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHERYL STEWART 12121 HARBOUR REACH DR STE 105 MUKILTEO WA 98275 10519538 0 X WWW.AGCHEALTHPLANSNW.COM X 1954 WA TO PROVIDE BENEFITS FOR THE EMPLOYEES OF THE TRUSTS' MEMBERS. 5 4 0 0 0 0 0 0 11923968 10493244 29930 26294 0 0 11953898 10519538 0 0 10964652 9603631 0 0 0 0 0 954688 862350 11919340 10465981 34558 53557 1498330 1377987 139207 126793 1359123 1251194 TO PROVIDE BENEFITS FOR THE EMPLOYEES OF THE TRUSTS' MEMBERS. 0 0 THE PLAN PROVIDES MEDICAL, DENTAL, VISION, LIFE, PRESCRIPTION DRUG, AND ACCIDENTAL DEATH AND DISMEMBERMENT THROUGH GROUP INSURANCE POLICIES FOR ELIGIBLE MEMBERS 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 15 0 1 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X VIMLY BENEFIT SOLUTIONS INC 4257717359 12121 HARBOUR REACH DRIVE MUKILTEO WA 98275 ALICIA SIIRA TRUSTEE 1.00 40.00 X 0 163855 28949 CHERYL STEWART CHAIRPERSON 1.00 X X 0 0 0 SONJA FORSTER SECRETARY-TREASURER 1.00 X X 0 0 0 JANET DALEY TRUSTEE 1.00 X 0 0 0 HAL OPHUS TRUSTEE 1.00 X 0 0 0 0 163855 28949 0 0 1 0 JD FULWILER & INSURANCE INC 5727 SW MACADAM AVE PORTLAND OR 97239 GENERAL AGENT 184151 VIMLY BENEFIT SOLUTIONS INC 12121 HARBOUR REACH DRIVE SUITE 105 MUKILTEO WA 98275 THIRD PARTY ADMIN 128301 2 EMPLOYER CONTRIBUTIONS 900099 10436124 10436124 COBRA CONTRIBUTIONS 900099 57120 57120 10493244 26294 26294 10519538 10493244 0 26294 9603631 315653 2537 11800 524776 614 5945 OTHER EXPENSES 1025 10465981 278827 258053 101559 101711 44080 82142 3937 3777 1069927 932304 1498330 1377987 18443 15308 88378 90483 32386 21002 139207 126793 X 0 0 0 0 1359123 1251194 1359123 1251194 1498330 1377987 X 53557 -163764 2278 X X 0 1 X 1 0 0 PREMIUMS PAYABLE 21002 21002 X 10355774 -163764 -163764 10519538 0 10519538 10475087 0 10475087 -9106 -9106 10465981 PART X, LINE 2: THE PLAN OBTAINED AN EXEMPTION LETTER DATED MARCH 31, 2016, IN WHICH THE INTERNAL REVENUE SERVICE (IRS) STATED THE PLAN QUALIFIED UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC) AND, THEREFORE, IS NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE PLAN'S ADMINISTRATOR BELIEVES THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THEY BELIEVE THAT THE PLAN WAS QUALIFIED, AND THE RELATED TRUST WAS TAX-EXEMPT AS OF THE FINANCIAL STATEMENT DATE; THEREFORE, NO PROVISION FOR INCOME TAX 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 DECEMBER 31, 2022 AND 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF THE 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 PREMIUMS PAYABLE -9,106. 0 0 0 ALICIA SIIRA TRUSTEE 0 163855 0 0 0 0 0 28949 0 0 0 192804 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED AND APPROVED BY THE SIGNING TRUSTEE AND THIRD-PARTY ADMINISTRATOR BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFILCT OF INTEREST POLICY COVERS ALL PERSONS DEFINED UNDER ERISA AS PARTIES-IN-INTEREST. ALL PARTIES-IN-INTEREST HAVE A DUTY TO DISCLOSE THE EXISTENCE OR OCCURRENCE OF A PROHIBITED TRANSACTION AS DEFINED BY ERISA TO THE TRUSTEE BY WAY OF CORRESPONDENCE TO THE ADMINISTRATIVE AGENT. ALSO, IN CONJUNCTION WITH THE ANNUAL AUDIT, THE INDEPENDENT AUDITOR HAS A DUTY TO CONTACT IN WRITING ALL PARTIES-IN-INTEREST INQUIRING OF THEIR KNOWLEDGE OR SUSPICION OF ANY ALLEGED PROHIBITED TRANSACTION. ALL RESPONSES ARE REQUIRED TO BE CONFIRMED IN WRITING TO THE AUDITOR. THE AUDITOR IS REQUIRED TO REPORT BY WAY OF SEPARATE CORRESPONDENCE TO THE TRUSTEE ANY ALLEGATIONS OF PROHIBITED TRANSACTION(S). UPON RECEIPT OF INFORMATION ALLEGING A PROHIBITED TRANSACTION, THE TRUSTEE OR SUCH DESIGNATED DIS-INTERESTED ADVISOR IS REQUIRED TO IMMEDIATELY UNDERTAKE AN INVESTIGATION AND REPORT. THE INVESTIGATION IS TO INCLUDE A REVIEW OF ALL APPLICABLE FACTS AND DOCUMENTS, THE SPECIFIC PROVISIONS OF ERISA ALLEGED TO HAVE BEEN VIOLATED, AND ANY APPLICABLE EXEMPTIONS FROM PROHIBITED TRANSACTIONS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE TO PLAN PARTICIPANTS UPON REQUEST THROUGH THE PLAN'S ADMINISTRATOR. NO OTHER DOCUMENTS ARE AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: CHANGE IN DOLLAR BANK OBLIGATION 2,278. FORM 990, PART XII, LINE 2C NO CHANGE WAS MADE TO THE OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. ASSOCIATED GENERAL CONTRACTORS OF ALASKA CONTRIBUTING EMPLOYER 0 AAA SWEEPING LLC CONTRIBUTING EMPLOYER N/A 0 0 AHORA CONSTRUCTION LLC CONTRIBUTING EMPLOYER N/A 0 0 BECKER BLACKTOP LLC CONTRIBUTING EMPLOYER N/A 0 0 CARMONA CONSTRUCTION LLC CONTRIBUTING EMPLOYER N/A 0 0 CASCADE TRADES LLC CONTRIBUTING EMPLOYER N/A 0 0 CLETE M CONSTRUCTION LLC CONTRIBUTING EMPLOYER N/A 0 0 COLUMBIA BASIN PLUMBING LLC CONTRIBUTING EMPLOYER N/A 0 0 COLUMBIA GENERAL CONTRACTING LLC CONTRIBUTING EMPLOYER N/A 0 0 COMMENCEMENT BAY DEVELOPMENT LLC CONTRIBUTING EMPLOYER N/A 0 0 ELEMENTS RESTORATION CONTRIBUTING EMPLOYER N/A 0 0 FABER LLC CONTRIBUTING EMPLOYER N/A 0 0 GR GENERAL CONSTRUCTION AND REMODELING CONTRIBUTING EMPLOYER N/A 0 0 GUION BROTHERS LANDSCAPE LLC CONTRIBUTING EMPLOYER N/A 0 0 HARKNESS CONSTRUCTION LLC CONTRIBUTING EMPLOYER N/A 0 0 HSR DEVELOPMENT LLC CONTRIBUTING EMPLOYER N/A 0 0 HZA ENGINEERING LLC CONTRIBUTING EMPLOYER N/A 0 0 ILIAMNA LAKE CONTRACTORS LLC CONTRIBUTING EMPLOYER N/A 0 0 INLAND NORTHWEST PRECAST CONTRIBUTING EMPLOYER N/A 0 0 J & J HAMMER CONSTRUCTION LLC CONTRIBUTING EMPLOYER N/A 0 0 JOHNSON RIVER ENTERPRISE LLC CONTRIBUTING EMPLOYER N/A 0 0 LAMB CONTRACTING LLC CONTRIBUTING EMPLOYER N/A 0 0 LEGACY MILL & CABINET NW LLC CONTRIBUTING EMPLOYER N/A 0 0 LEROY NEWTON CONSTRUCTION LLC CONTRIBUTING EMPLOYER N/A 0 0 M & M EXCAVATING LLC CONTRIBUTING EMPLOYER N/A 0 0 MAYOR CONSTRUCTION LLC CONTRIBUTING EMPLOYER N/A 0 0 ML FOX CONSTRUCTION LLC CONTRIBUTING EMPLOYER N/A 0 0 NORTHCOMM LLC CONTRIBUTING EMPLOYER N/A 0 0 NORTHWEST METALS & SALVAGE SERVICE CONTRIBUTING EMPLOYER N/A 0 0 PACIFIC CASCADE TRUCKING CONTRIBUTING EMPLOYER N/A 0 0 PLACE LANDSCAPE ARCHITECTURE CONTRIBUTING EMPLOYER N/A 0 0 PNW LIGHTING SERVICES LLC CONTRIBUTING EMPLOYER N/A 0 0 POMRANING EXCAVATION LLC CONTRIBUTING EMPLOYER N/A 0 0 POWER FIX LLC CONTRIBUTING EMPLOYER N/A 0 0 PREVISION PLUMBING LLC CONTRIBUTING EMPLOYER N/A 0 0 RAMSEY & SONS TRUCKING CONTRIBUTING EMPLOYER N/A 0 0 ROLLING ROCK EXCAVATING CONTRIBUTING EMPLOYER N/A 0 0 STAHL IV CLARK B CONTRIBUTING EMPLOYER N/A 0 0 SUNCREST CONSTRUCTION EXPERTS LLC CONTRIBUTING EMPLOYER N/A 0 0 TW CLARK CONSTRUCTION CONTRIBUTING EMPLOYER N/A 0 0 VIETZKE EXCAVATION COMPANY INC CONTRIBUTING EMPLOYER N/A 0 0 VISION BUILDERS GROUP LLC CONTRIBUTING EMPLOYER N/A 0 0 WASHINGTON MASONRY LLC CONTRIBUTING EMPLOYER N/A 0 0 WASHINGTON STORMWATER LLC CONTRIBUTING EMPLOYER N/A 0 0 WEST SOUND PLUMBING SERVICE CONTRIBUTING EMPLOYER N/A 0 0 AAA FIRE PROTECTION INC CONTRIBUTING EMPLOYER N/A 0 AGEE ELECTRIC INC CONTRIBUTING EMPLOYER N/A 0 AIR FLO HEATING CO INC CONTRIBUTING EMPLOYER N/A 0 ALASKA SIGNS & BARRICADES INC CONTRIBUTING EMPLOYER N/A 0 ART ANDERSON ASSOCIATES INC CONTRIBUTING EMPLOYER N/A 0 BASIN REFRIGERATION AND HEATING INC CONTRIBUTING EMPLOYER N/A 0 BEDDOW ELECTRIC SERVICES CO INC CONTRIBUTING EMPLOYER N/A 0 BLANKENSHIP EQUIPMENT REPAIR INC CONTRIBUTING EMPLOYER N/A 0 CASCADE FIRE PROTECTION CO CONTRIBUTING EMPLOYER N/A 0 COMMERCIAL CONTRACTORS INC CONTRIBUTING EMPLOYER N/A 0 CONSTRUCTION AHEAD INC CONTRIBUTING EMPLOYER N/A 0 CONTOUR ENGINEERING CONTRIBUTING EMPLOYER N/A 0 CUSTOM CONTROLS CORPORATION CONTRIBUTING EMPLOYER N/A 0 DANARD ELECTRIC CONTRIBUTING EMPLOYER N/A 0 DEAMOR ASSOCIATES INC CONTRIBUTING EMPLOYER N/A 0 DENALI MECHANICAL INC CONTRIBUTING EMPLOYER N/A 0 DM BUILDING CONSTRUCTION INC CONTRIBUTING EMPLOYER 0 DOUG JENNINGS CONSTRUCTION INC CONTRIBUTING EMPLOYER N/A 0 DYKEMAN INC CONTRIBUTING EMPLOYER N/A 0 EARL VAN BUSKIRK INC CONTRIBUTING EMPLOYER N/A 0 ESTIMATIONS INC CONTRIBUTING EMPLOYER N/A 0 EVERHART PAINTING LIMITED INC CONTRIBUTING EMPLOYER 0 FABER CONSTRUCTION CORP CONTRIBUTING EMPLOYER N/A 0 FAULKNER WALSH CONSTRUCTORS CONTRIBUTING EMPLOYER N/A 0 GPS ALASKA INC CONTRIBUTING EMPLOYER N/A 0 G2 COMMERCIAL CONSTRUCTION INC CONTRIBUTING EMPLOYER N/A 0 HALME CASCADE GENERAL CONTRACTING COMPANY CONTRIBUTING EMPLOYER N/A 0 INFINITE ELECTRIC CORP CONTRIBUTING EMPLOYER N/A 0 INTEGRITY ENERGY SERVICES CONTRIBUTING EMPLOYER N/A 0 JACOBS & RHODES INC CONTRIBUTING EMPLOYER N/A 0 J & S MASONRY INC CONTRIBUTING EMPLOYER N/A 0 LEWIS CONSTRUCTION & DEVELOPMENT INC CONTRIBUTING EMPLOYER N/A 0 LIVING WATERS LAWN & LANDSCAPE INC CONTRIBUTING EMPLOYER N/A 0 MAPPA INC CONTRIBUTING EMPLOYER N/A 0 MATHIS STRIPING & SNOWPLOWING INC CONTRIBUTING EMPLOYER N/A 0 MCBRIDE CONSTRUCTION RESOURCES INC CONTRIBUTING EMPLOYER N/A 0 MERIT ELECTRIC INC CONTRIBUTING EMPLOYER N/A 0 MGS PASCO INC CONTRIBUTING EMPLOYER N/A 0 MOON SECURITY SERVICES INC CONTRIBUTING EMPLOYER N/A 0 MOUNTAIN INC CONTRIBUTING EMPLOYER N/A 0 NELSON CONSTRUCTION CORP CONTRIBUTING EMPLOYER N/A 0 NORTHBANK CIVIL & MARINE INC CONTRIBUTING EMPLOYER N/A 0 NORTH HILL RESOURCES INC CONTRIBUTING EMPLOYER 0 NORTHWAY CONSTRUCTION INC CONTRIBUTING EMPLOYER N/A 0 NORTHWEST METALS & SALVAGE SERVICE CONTRIBUTING EMPLOYER N/A 0 PDM2 INC CONTRIBUTING EMPLOYER N/A 0 PIPE CONSTRUCTION INC CONTRIBUTING EMPLOYER N/A 0 PROCESS HEATING COMPANY INC CONTRIBUTING EMPLOYER N/A 0 RICK THE PLUMBER & CO INC CONTRIBUTING EMPLOYER N/A 0 RIMMER & ROETER CONSTRUCTION INC CONTRIBUTING EMPLOYER N/A 0 ROBISON PLUMBING SERVICE INC CONTRIBUTING EMPLOYER N/A 0 ROLLING ROCK EXCAVATING CONTRIBUTING EMPLOYER N/A 0 SALINAS CONSTRUCTION INC CONTRIBUTING EMPLOYER N/A 0 SOLUTIONZ INC CONTRIBUTING EMPLOYER N/A 0 SOUND GLASS SALES INC CONTRIBUTING EMPLOYER N/A 0 STANSELL GLASS CONTRIBUTING EMPLOYER N/A 0 STEELCRAFT CONSTRUCTION INC CONTRIBUTING EMPLOYER N/A 0 THE WELDING SHOP INC CONTRIBUTING EMPLOYER N/A 0 TRADE SERVICES NORTHWEST INC CONTRIBUTING EMPLOYER N/A 0 VALLEY STEEL CONSTRUCTORS CONTRIBUTING EMPLOYER N/A 0 VIETZKE EXCAVATION COMPANY INC CONTRIBUTING EMPLOYER N/A 0 WARE ENTERPRISES INC CONTRIBUTING EMPLOYER N/A 0 WESTERN INDUSTRIAL TOOLING INC CONTRIBUTING EMPLOYER N/A 0 ZAK O'BRIEN CONSTRUCTION COMPANY INC CONTRIBUTING EMPLOYER N/A 0 ZIRCONIA INC CONTRIBUTING EMPLOYER N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1