2024-11-01T13:32:40-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2023-01-01 910611843 PLUMBING & PIPEFITTING INDUSTRY STATE OF WASHINGTON HEALTH AND WELFARE FUND PLUM 2064417574 PO BOX 34203 SEATTLE WA 98124 TODD TAYLOR CHAIRMAN 2064417574 2024-10-29 1 0 TODD M STOKES CPA P01451940 4252506100 2024-10-29 2023 2024-10-15 13:58:12Z TODD TAYLOR PO BOX 34203 SEATTLE WA 98124 64599285 0 X WWW.NWPLUMBERSTRUST.COM X 1962 WA TO PROVIDE HEALTH AND WELFARE, DENTAL AND VACATION BENEFITS TO QUALIFIED PARTICIPANTS 8 4 22 8 0 0 0 0 31685085 31722844 461531 861976 15612 31753 32162228 32616573 0 0 27006068 28528795 38283 33071 0 0 0 1252995 1722685 28297346 30284551 3864882 2332022 42547712 46638614 8944549 8745936 33603163 37892678 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 1 288 0 1 22 1 0 0 0 0 0 0 0 0 X 8 4 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 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 6253 0 0 PAUL THIBODAUX SECRETARY 1.00 X X 3787 0 0 KEVIN DOLAN TRUSTEE 1.00 X 8423 0 0 BRETT WIDEMAN TRUSTEE 1.00 X 6594 0 0 JESSE GRAY TRUSTEE 1.00 X 8014 0 0 DAVID NELSON TRUSTEE 1.00 X 0 0 0 PAT ROBERTS TRUSTEE 1.00 X 0 0 0 ROBIN COWPER TRUSTEE 1.00 X 0 0 0 33071 0 0 0 0 0 0 WELFARE & PENSION ADMIN SERVICE INC PO BOX 34203 SEATTLE WA 98124 THIRD PARTY ADMINISTRATOR 801126 PREMERA PO BOX 327 SEATTLE WA 98111 CLAIMS ADMINISTRATOR 335463 RAEL & LETSON DEPT LA 24736 PASADENA CA 98115 ACTUARY 105935 3 EMPLOYER CONTRIBUTIONS 900099 28290094 28290094 PARTICIPANT CONTRIBUTIONS 900099 3432750 3432750 31722844 836480 836480 32008208 31982712 25496 25496 25496 OTHER INCOME 900099 31753 31753 31753 32616573 31754597 0 861976 28528795 33071 1184328 88162 43744 79333 135735 77150 10196 41581 27286 PCORI FEES 11391 CHANGE HEALTHCARE SERVI 11279 DUES AND REGISTRATION F 10400 UARS SERVICE FEE 2100 30284551 8810860 9460636 2127369 1758531 4322587 4669869 68776 31063 27218120 30718515 42547712 46638614 351749 284336 8592800 8461600 8944549 8745936 X 0 0 0 0 33603163 37892678 33603163 37892678 42547712 46638614 2332022 1957493 0 X X 0 1 X 1 0 0 CLAIMS PAYABLE 495300 CLAIMS INCURRED BUT NOT REPORTED 3236300 ACCUMULATED ELIGIBILITY CREDITS 4730000 8461600 X 34494733 1957493 1957493 32537240 79333 79333 32616573 30336418 0 30336418 79333 -131200 -51867 30284551 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 -131,200. 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 ND THEIR DEPENDENTS. AS OF DECEMBER 31, 2023, THERE ARE APPROXIMATELY 98 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. ABLE ONEPLUMBING AND ABOVE PLUMBING& ACCO ENGINEERED ADEPT MECHANICAL AIR ANDERSON,INC ALLIANTSYSTEMS LLC APCCO APOLLO SHEETMETAL,INC AUBURN MECHANICAL,INC BERING INDUSTRIAL BETSCHARTMECHANICAL BLACK LAKEPLUMBING BLYTHE PLUMBING& BMWC CONSTRUCTORS,INC BRAGG INVESTCO INC BRATONIAMECHANICAL C.R. MEYERAND SONS CARR ELECTRICAL CARRIERCOMM. 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