2024-09-30T13:52:42-05:00 2023-12-31 208149084 ANASTASI MOORE & MARTIN PLLC 9 S WASHINGTON ST STE 600 SPOKANE WA 99201 990 2023-01-01 910853746 THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST THEA 2064417574 PO BOX 34203 SEATTLE WA 98124 TERRIE FLAMING CHAIRMAN 2064413578 2024-09-23 1 1 PAUL ANASTASI CPA P00395796 5093230272 2024-09-23 2023 2024-10-15 13:58:12Z TERRIE FLAMING PO BOX 34203 SEATTLE WA 98124 3952164 0 X N/A X 1969 WA TO PROVIDE HEALTH, DENTAL, SHORT-TERM DISABILITY, AND LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS COVERING ELIGIBLE PERSONS OF CONTRIBUTING EMPLOYERS. 8 0 0 0 0 0 0 0 2856972 3814849 7933 2877 5295 8223 2870200 3825949 0 0 2605047 1822747 0 0 0 0 0 188230 213583 2793277 2036330 76923 1789619 1366870 3082853 1671781 2124563 -304911 958290 TO PROVIDE HEALTH, DENTAL, SHORT-TERM DISABILITY, AND LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS COVERING ELIGIBLE PERSONS OF CONTRIBUTING EMPLOYERS. 0 0 THE PLAN PROVIDES HEALTH, DENTAL, SHORT-TERM DISABILITY, AND LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS COVERING ELIGIBLE PERSONS OF CONTRIBUTING EMPLOYERS. 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 2 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 0 1 1 1 1 1 0 0 0 X X WELFARE & PENSION ADMINISTRATION SERVICE INC 2064417574 PO BOX 34203 SEATTLE WA 98124 X TERRIE FLAMING CHAIR 1.00 40.00 X X 0 0 0 STEVEN STUDER SECRETARY 1.00 40.00 X X 0 0 0 NATE DWYER EMPLOYER TRUSTEE 1.00 40.00 X 0 0 0 NANCY DEL VILLAR VIVE EMPLOYER TRUSTEE 1.00 40.00 X 0 0 0 ANGELA GIST EMPLOYER TRUSTEE 1.00 40.00 X 0 0 0 MYLOR TRENEER UNION TRUSTEE 1.00 40.00 X 0 0 0 NATHANIAL WHITTEN UNION TRUSTEE 1.00 40.00 X 0 0 0 JENNIFER BACON UNION TRUSTEE 1.00 40.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 3727813 3727813 COBRA AND PARTICIPANT 900099 87036 87036 3814849 7240 7240 121852 126215 -4363 -4363 -4363 LIQUIDATED DAMAGES 900099 8223 8223 8223 3825949 3823072 0 2877 1822747 76164 15566 29208 8595 62000 8579 10066 3405 2036330 816661 2346193 6266 7655 275539 441840 4461 6679 263943 280486 1366870 3082853 13781 12463 1658000 2112100 1671781 2124563 X 0 0 0 0 -304911 958290 -304911 958290 1366870 3082853 X 1789619 15582 -542000 X 0 1 X 1 0 0 PREMIUMS DUE TO INSURERS 482100 ACCUMULATED ELIGIBILITY CREDITS 1630000 2112100 X 3832936 15582 15582 3817354 8595 8595 3825949 2115635 0 2115635 8595 -87900 -79305 2036330 PART X, LINE 2: THE VEBA TRUST FUNDING CERTAIN BENEFITS FOR THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED DECEMBER 31, 1970, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2023 OR 2022 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. 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 PREMIUMS PAYABLE -87,900. FORM 990, PART VI, SECTION A, LINE 3 DAY TO DAY OPERATIONS ARE OUTSOURCED TO A THIRD PARTY ADMINISTRATOR. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED AND APPROVED BY THE SIGNING TRUSTEE AND THIRD-PARTY ADMINISTRATOR BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEE EXPENSES AND ACTIVITIES ARE MONITORED TO ENFORCE COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION C, LINE 18 TRUST PROVIDES FOR PARTICIPANT INSPECTION UPON REQUEST. ALSO AVAILABLE ON GUIDESTAR ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: CHANGE IN ACCUMULATED ELIGIBILITY CREDITS -542,000. ACT THEATRE - KREIELSHEIMER PLACE CONTRIBUTING EMPLOYER 0 ARTS TECH CENTER CONTRIBUTING EMPLOYER 0 ASM GLOBAL TACOMA CONTRIBUTING EMPLOYER 0 CITY OF SEATTLE CONTRIBUTING EMPLOYER 0 CLIMATE PLEDGE ARENA CONTRIBUTING EMPLOYER 0 CORNISH COLLEGE OF THE ARTS CONTRIBUTING EMPLOYER 0 IATSE LOCAL 15 CONTRIBUTING EMPLOYER 0 INTIMAN THEATRE PLAYHOUSE CONTRIBUTING EMPLOYER 0 KEY CITY PUBLIC THEATRE CONTRIBUTING EMPLOYER 0 KIRKLAND PERFORMANCE CENTER CONTRIBUTING EMPLOYER 0 MEANY CENTER FOR THE PERFORMING ARTS CONTRIBUTING EMPLOYER 0 MEYDENBAUER CENTER CONTRIBUTING EMPLOYER 0 MT BAKER THEATRE CONTRIBUTING EMPLOYER 0 PACIFIC NORTHWEST BALLET CONTRIBUTING EMPLOYER 0 SEATTLE CENTER CONTRIBUTING EMPLOYER 0 SEATTLE CHILDREN'S THEATRE CONTRIBUTING EMPLOYER 0 SEATTLE OPERA CONTRIBUTING EMPLOYER 0 SEATTLE REPERTORY THEATRE CONTRIBUTING EMPLOYER 0 SEATTLE SYMPHONY CONTRIBUTING EMPLOYER 0 SEATTLE THEATRE GROUP CONTRIBUTING EMPLOYER 0 SNOQUALMIE VALLEY CONTRIBUTING EMPLOYER 0 TACOMA ARTS LIVE CONTRIBUTING EMPLOYER 0 THE 5TH AVE THEATRE CONTRIBUTING EMPLOYER 0 THE WASHINGTON CENTER FOR PERFORMING ARTS CONTRIBUTING EMPLOYER 0 VILLAGE THEATRE CONTRIBUTING EMPLOYER 0 WESTERN WA THEATRICAL TRAINING TRUST CONTRIBUTING EMPLOYER 0 WOODLAND PARK ZOO CONTRIBUTING EMPLOYER 0 AVALON INFORMATION SERVICES LLC CONTRIBUTING EMPLOYER N/A 0 0 BARNEY MONK LLC CONTRIBUTING EMPLOYER N/A 0 0 DIVERSIFIED SOUND LLC CONTRIBUTING EMPLOYER N/A 0 0 ENCORE PSAV SERVICE CONTRIBUTING EMPLOYER N/A 0 0 FERN EXPO CONTRIBUTING EMPLOYER N/A 0 0 FLYFOOT PRODUCTIONS CONTRIBUTING EMPLOYER N/A 0 0 HMS WORLDWIDE CONTRIBUTING EMPLOYER N/A 0 0 LAKESIDE MGMT GRP CONTRIBUTING EMPLOYER N/A 0 0 LINET HENRY CONTRIBUTING EMPLOYER N/A 0 0 MAXIMUS SERVICELLC CONTRIBUTING EMPLOYER N/A 0 0 OPUS AUDIO LLC CONTRIBUTING EMPLOYER N/A 0 0 PRECISION PRODUCTIONS CONTRIBUTING EMPLOYER N/A 0 0 PURPLE TALLY PRODUCTION CONTRIBUTING EMPLOYER N/A 0 0 REVOLUTION STAGING LLC CONTRIBUTING EMPLOYER N/A 0 0 TES PRODUCTIONS CONTRIBUTING EMPLOYER N/A 0 0 THE LAKESIDE GROUP LLC CONTRIBUTING EMPLOYER N/A 0 0 ACCENT ON CINCINNATI CONTRIBUTING EMPLOYER N/A 0 ACME SCENIC & DISPLAY CONTRIBUTING EMPLOYER N/A 0 BBI ENGINEERING INC CONTRIBUTING EMPLOYER N/A 0 CENTERSTAGE PROD INC CONTRIBUTING EMPLOYER N/A 0 CMC CREW SERVICES INC CONTRIBUTING EMPLOYER N/A 0 FREEMAN CONTRIBUTING EMPLOYER N/A 0 GES EXPO SERVICES CONTRIBUTING EMPLOYER N/A 0 HOLLYWOOD LIGHTING INC CONTRIBUTING EMPLOYER N/A 0 HOLLYWOOD LIGHTS INC CONTRIBUTING EMPLOYER N/A 0 LEVY EXPOSITION SERVICES INC CONTRIBUTING EMPLOYER N/A 0 PNTA - PACIFIC NW THEATRE ASSOCIATES INC CONTRIBUTING EMPLOYER N/A 0 PRODUCTION MANAGEMENT ONE INC CONTRIBUTING EMPLOYER N/A 0 PRODUCTION SUPPORT SERVICES CONTRIBUTING EMPLOYER N/A 0 PROP GALLERY EVENTS CONTRIBUTING EMPLOYER N/A 0 RISE UP PRODUCTIONS CO CONTRIBUTING EMPLOYER N/A 0 TAPROOT THEATRE COMPANY CONTRIBUTING EMPLOYER N/A 0 UPA PRODUCTION SVCS CONTRIBUTING EMPLOYER N/A 0 UTP PRODUCTIONS INC CONTRIBUTING EMPLOYER N/A 0 VARSITY SPIRIT CONTRIBUTING EMPLOYER N/A 0 WESTERN WA FAIR ASSOCIATION CONTRIBUTING EMPLOYER N/A 0 WIRED PRODUCTION GROUP 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