2024-05-09T17:55:55-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2022-07-01 510234876 ALASKA LABORERS CONSTRUCTION INDUSTRY LEGAL SERVICES FUND ALAS 2064417574 PO BOX 34203 SEATTLE WA 98124 STEVE GERAGHTY TRUSTEE 2064417574 2024-05-07 1 STEVE GERAGHTY 999009999 0 TODD M STOKES CPA P01451940 4252506100 2024-04-24 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z STEVE GERAGHTY PO BOX 34203 SEATTLE WA 98124 979791 0 X N/A X 1975 AK TO PROVIDE LEGAL BENEFITS TO ELIGIBLE PARTICIPANTS OF THE PLAN 8 0 0 0 0 0 0 0 502317 520291 337 10614 74 441 502728 531346 0 0 299793 320961 0 0 0 0 0 106513 114749 406306 435710 96422 95636 1477353 1532983 304503 235085 1172850 1297898 TO PROVIDE LEGAL BENEFITS TO ELIGIBLE PARTICIPANTS OF THE PLAN. 0 0 TO PROVIDE LEGAL BENEFITS TO ELIGIBLE PARTICIPANTS OF THE PLAN. 0 0 0 0 0 0 0 0 0 0 1 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 0 0 0 0 0 0 0 0 0 X 8 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X WELFARE & PENSION ADMIN SERVICE 2064417574 7525 SE 24TH STREET SUITE 200 MERCER ISLAND WA 98040 X AUGUSTINE MERRICK II TRUSTEE - CHAIRMAN 1.00 X X 0 0 0 STEVE GERAGHTY TRUSTEE - SECRETARY 1.00 X X 0 0 0 BRANDON CALCATERRA TRUSTEE 1.00 X 0 0 0 JAMES MURRELL TRUSTEE 1.00 X 0 0 0 JEFF MILLER TRUSTEE 1.00 X 0 0 0 SCOTT EICKHOLT TRUSTEE (END 8/23/22) 1.00 X 0 0 0 JACOB HOWDESHELL TRUSTEE 1.00 X 0 0 0 DAVE DUCLOS TRUSTEE 1.00 X 0 0 0 TRENTON ENGLISH TRUSTEE (START 8/23/22) 1.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 361591 361591 RETIREE CONTRIBUTIONS 900099 158700 158700 520291 10533 10533 448526 448445 81 81 81 OTHER INCOME 900099 441 441 441 531346 520732 0 10614 320961 79329 3299 21327 1663 3882 2005 1548 519 60 1117 435710 43010 84715 39666 51391 100 288 297516 270496 1096873 1126093 188 0 1477353 1532983 17023 24885 287480 210200 304503 235085 X 0 0 0 0 1172850 1297898 1172850 1297898 1477353 1532983 95636 29412 0 X X 0 1 X 1 0 0 COLLECTIVE TRUST FUNDS 1126093 F 1126093 ACCUMULATED ELIGIBLITY CREDITS 80200 CLAIMS INCURRED BUT NOT REPORTED 130000 210200 X 558328 29412 29412 528916 2430 2430 531346 436580 0 436580 2430 -3300 -870 435710 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 ACCUMULATED ELIGIBLITY CREDITS 6,700. CHANGE IN CLAIMS INCURRED BUT NOT REPORTED -10,000. FORM 990, PART VI, SECTION A, LINE 3 DAY TO DAY MANAGEMENT AND OPERATION OF THE PLAN ARE HANDLED BY A THIRD PARTY ADMINISTRATOR, WELFARE & PENSION ADMINISTRATION SERVICE, INC. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO ALL PLAN TRUSTEES FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES SHOULD COMPLY WITH THE FOLLOWING PROCEDURES: - AVOID PROMOTING OR PARTICIPATING IN ANY DECISION THAT WILL PERSONALLY AFFECT, BENEFIT, OR IMPACT FAVORABLY ANY TRUSTEE OR A PERSON OR ENTITY RELATED TO ANY TRUSTEE OTHER THAN WHERE THE TRUSTEE WOULD RECEIVE SUCH BENEFIT OR PAYMENT BECAUSE OF HIS OR HER STATUS AS A PARTICIPANT OR BENEFICIARY ON THE SAME BASIS AS OTHER PARTICIPANTS TREATED UNIFORMLY AND CONSISTENTLY IN THAT REGARD. - REFRAIN FROM SOLICITING OR RECEIVING ITEMS OF VALUE OR GIFTS FROM ANY PARTY-IN-INTEREST TO THE PLAN UNDER CIRCUMSTANCES THAT PRESENT THE APPEARANCE OF IMPROPRIETY OR UNDUE INFLUENCE OVER CONSIDERATION OF ANY TRANSACTION OR DECISION BY THE TRUSTEE. -AVOID COMPLETELY THE USE, BENEFIT OR ACCEPTANCE OF ANY PLAN ASSETS FOR PERSONAL GAIN OR FOR PERSONAL USE. - IN CONNECTION WITH ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST, A TRUSTEE SHOULD DISCLOSE THE EXISTENCE AND NATURE OF THE FINANCIAL INTEREST OR BENEFIT INVOLVED INCLUDING DISCLOSURE OF ALL MATERIAL FACT ATTENDANT TO THE TRANSACTION WITH THE OTHER TRUSTEES AND FUND COUNSEL. - AFTER DISCLOSURE AND IN THE CASE OF ANY QUESTION ABOUT THE POTENTIAL FOR CONFLICT OF INTEREST OR ANY REMAINING QUESTION BY ANY TRUSTEE, FUND COUNSEL SHALL ADDRESS AND IDENTIFY THE SITUATION AND ITS POTENTIAL FOR PREVENTING AN UNBIASED OR OBJECTIVE DECISION BY THE TRUSTEE, OR THE FUND. FORM 990, PART VI, SECTION C, LINE 19 PLAN DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST THROUGH THE PLAN ADMINISTRATOR. FORM 990, PART XI, LINE 2C: THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE ANNUAL AUDIT AND THE HIRING OF THE AUDITOR. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. LABORERS LOCAL #341 2501 COMMERCIAL DR ANCHORAGE AK 99501 920013258 LABOR UNION AK 501(C)(5) N/A N/A 0 LABORERS LOCAL #942 2740 DAVIS ROAD FAIRBANKS AK 99709 920013113 LABOR UNION AK 501(C)(5) N/A N/A 0 AK LABORERS HEALTH & SECURITY FUND 7525 SE 24TH STREET SUITE 200 MERCER ISLAND WA 98040 913028565 HEALTH BENEFITS WA 501(C)(9) N/A N/A 0 AK LABORERS RETIREMENT FUND 7525 SE 24TH STREET SUITE 200 MERCER ISLAND WA 98040 916028298 RETIREMENT BENEFITS WA 501(A) N/A N/A 0 AK LABORERS TRAINING FUND 17805 OLD GLENN HIGHWAY CHUGIAK AK 99567 626003589 TRAINING AK 501(C)(3) SCHOOL N/A 0 AK DISTRICT COUNCIL OF LABORERS 2501 COMMERCIAL DR ANCHORAGE AK 99501 920061646 VEBA SPONSOR WA 501(C)(5) N/A N/A 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 LEGAL BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF JUNE 30, 2023, THERE ARE APPROXIMATELY 95 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. 1 PRECISION PAINTING A & D DRILL AND ABSOLUTE SERVICES, INC ACME FENCE CO ADMIRALTY CONSTRUCTION AHTNA CONSTRUCTION AK WORKS PARTNERSHIP ALASKA ABATEMENT CORP ALASKA COMMERCIAL ALASKA CONCRETE SAWING ALASKA ROAD BORING INC ALYESKA LAND SERVICES AMERICAN LANDSCAPING ANCHORAGE SAND ASEA/AFSCME LOCAL 52 ASRC CIVIL CONST, LLC ASRC EARTHWORKS, LLC ASRC ENERGY SERVICES AWOS BERING STRAITS BRANDSAFWAY SERVICES BRECHAN CONST, INC. BRICE, INC BRISTOL GENERAL CONT. BRISTOL PRIME CARPENTRY BY THE HOUR CARVER CONSTRUCTION CITY OF FAIRBANKS COLASKA DBA SECON CONDON-JOHNSON & ASSOC CORNERSTONE CONST CO CRUZ CONSTRUCTION, INC CW RESOURCES DAVIS CONSTRUCTORS DCI BUILDERS, LLC DELHUR INDUSTRIES, INC EASTSIDE CARPET CO. EXCLUSIVE PAVING FAIRBANKS NORTH STAR FINISHING EDGE FLOWLINE FRAWNER CORPORATION GHEMM COMPANY, INC. GLACIER STATE CONTRS GMC CONTRACTING, INC GRANITE CONSTRUCTION GREAT NORTHWEST HASKELL CORP HC CONTRACTORS, INC HENRICKSEN CONSTRUCT. HICKEL CONSTRUCTION HOUSTON CONTRACTING HPM INC INDUSTRIAL INSULATION INDYNE, INC. JAFFA CONST INC JIM PSENAK CONST JOHNSON RIVER JP MORGAN ENTERPRISES KIEWIT BARNARD KIEWIT INFRA WEST CO. L5 SERVICES LEBPCT M.C. RESOURCE MAIN BUILDING MASS EXCAVATION, INC NANUQ INC. NEESER CONST INC NETCENTRIC TECH, LLC NORTH40 CONSTRUCTION ORION MARINE CONT. PAVING PRODUCTS INC PROSSER DAGG CONST. PRUHS CONSTRUCTION QAP QAYAQ CONSTRUCTION ROADRUNNER FENCE CO ROGER HICKEL SCARSELLA BROTHERS SILVER MOUNTAIN CONST. SOUTHCENTRAL CONST INC SPERNAK & SON STG PACIFIC SWALLING GENERAL CONT TCC/VALDEZ TLINGIT TRAFFIC UNIT COMPANY VERTEX INSULATION INC WEST COAST CONCRETE WESTMARK HOTELS, INC. WHITE MOUNTAIN CONST.