2025-04-11T16:52:41-05:00 2024-05-31 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON RD SUITE 400 SAN RAMON CA 94583 990 2024-01-01 926002106 ALASKA CARPENTERS HEALTH AND WELFARE TRUST FUND % SW CARPENTERS ADMIN CORP ALAS 2133868590 533 S FREMONT AVENUE 7TH FLOOR LOS ANGELES CA 90071 PETE RODRIGUEZ CHAIR-TRUSTEE 2064417574 2025-03-13 true true ALBERT LEECH P01797541 9252779100 2024 2025-03-06 01:10:19Z X X PETE RODRIGUEZ 533 S FREMONT AVENUE 7TH FL LOS ANGELES CA 90071 29671163 false X n/a X 1956 AK TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS IN A COLLECTIVELY BARGAINED AGREEMENT. X 8 0 3 0 0 0 0 0 13792962 5368643 720165 -597419 0 0 14513127 4771224 0 0 13842278 6554036 0 0 0 0 0 801450 459747 14643728 7013783 -130601 -2242559 28880068 0 9165827 0 19714241 0 X TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS false true 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 true false false true false false true X 125 0 true 3 true false false false false false false false false X 8 0 false true true false false false false true false false false false true true true true true false false false X SW CARPENTERS ADMIN CORP 2133868590 533 S FREMONT AVE 7TH FL LOS ANGELES CA 90071 X ROBBY CAPPS CO-CHAIR - TRUSTEE 1.2 0.0 X X 0 0 0 ANTHONY A PENA CO-CHAIR - TRUSTEE 1.2 0.0 X X 0 0 0 ANTONIO ACOSTA TRUSTEE 1.2 0.0 X 0 0 0 BERT BELL TRUSTEE 1.2 0.0 X 0 0 0 DANIEL SHANLEY TRUSTEE 1.2 0.0 X 0 0 0 JED SHANDY TRUSTEE 1.2 0.0 X 0 0 0 MARIO MARTINEZ TRUSTEE 1.2 0.0 X 0 0 0 MEG NORDALE TRUSTEE 1.2 0.0 X 0 0 0 JOHN MACKINNON ALTERNATE TRUSTEE 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 237283 1 0 EMPLOYER CONTRIBUTIONS 900099 4672300 4672300 FORMULARY REBATES 900099 181393 181393 EMPLOYEE CONTRIBUTIONS 900099 171880 171880 STOP LOSS INCOME 900099 167782 167782 OTHER INCOME 900099 141083 141083 34205 34205 5368643 355854 355854 0 0 0 0 0 23946666 24899939 -953273 -953273 -953273 0 0 0 0 0 0 0 0 0 0 4771224 5368643 0 -597419 0 0 0 6554036 0 0 0 0 0 0 204530 25190 64257 0 0 7528 113239 0 8120 4010 0 0 184 0 756 0 0 0 7310 AK VACCINE ASSSESSMENT 24623 7013783 3099869 0 0 0 0 0 1231045 0 0 0 0 0 0 0 0 0 9449 0 0 0 24539705 0 0 0 0 0 0 0 0 0 28880068 0 174886 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8990941 0 9165827 0 X 0 0 0 0 19714241 0 19714241 0 28880068 0 X -2242559 691109 -24140791 X X false true X true false 0 0 X 5454805 691109 691109 4763696 7528 7528 4771224 7060780 7060780 7528 -54525 -46997 7013783 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 MAY 31, 2024 AND DECEMBER 31, 2023, 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 (54,525) VARIOUS ASSETS 2024-05-31 27242886 BOOK VALUE & FMV 956042873 JOINT BD OF TTEES SOUTHWEST CARP H 533 SOUTH FREMONT AVENUE LOS ANGELES CA 90071 501(C)(9) true false false false true false true false SCHEDULE N, PART I THE PLAN MERGE WITH SOUTHWEST CARPENTERS HEALTH AND WELFARE TRUST EFFECTIVE MAY 31, 2024. TOTAL ASSETS OF $27,242,886 WERE TRANSFERRED TO THE TRUST AND CONSISTED OF THE FOLLOWING: INVESTMENTS - AT FAIR VALUE $24,818,433 EMPLOYER CONTRIBUTIONS RECEIVEABLE $ 1,045,045 ACCRUED INTEREST AND DIVIDENDS $ 14,269 PREPAID BENEFITS AND EXPENSES $ 228,108 CASH $ 969 249 ----------- TOTAL $27,242,886 SCHEDULE N, PART I, LINE 2A MEG NORDALE BECAME A TRUSTEE ON THE SOUTHWEST CARPENTERS HEALTH AND WELFARE TRUST AFTER THE MERGER OF THE PLANS. FORM 990, PART III, LINE 3: EFFECTIVE MAY 31, 2024 ALASKA CARPENTERS HEALTH AND WELFARE TRUST FUND MERGED WITH SOUTHWEST CARPENTERS HEALTH AND WELFARE TRUST (THE "MERGED PLAN"). 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 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: A COPY OF FORM 990 WILL BE REVIEWED BY THE FUND ADMINISTRATOR UPON COMPLETION BY THE TAX PREPARER. A REVIEWED VERSION WILL THEN BE SENT TO THE TRUST CHAIRMAN FOR REVIEW PRIOR TO HIS/HER SIGNING OF FORM 990 FOR THE TAX FILING. 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 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. FORM 990, PART XI, LINE 9 EFFECTIVE 5/31/2024, PLAN MERGED INTO THE SOUTHWEST CARPENTERS TRUST HEALTH & WELFARE PLAN. NET ASSETS AVAILABLE FOR BENEFITS TRANSFERRED $27,099,207 NET CLAIMS PAYALBE & INCURRED BUT NOT REPORTED OBLIGATION TRANSFERRED ($ 2,958,416) ------------- NET TRANSFER $24,140,791 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 VI, SECTION A, LINE 4 THE TRUSTEES OF ALASKA CARPENTERS HEALTH AND WELFARE PLAN MERGED WITH SOUTHWEST CARPENTERS HEALTH AND WELFARE TRUST (THE "MERGED PLAN"), EFFECTIVE MAY 31, 2024. 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 825 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 MAY 31, 2024, THERE ARE APPROXIMATELY 64 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. AK CARPS LOCAL 1243 AK CARPS LOCAL 1281 AK CARPS LOCAL 2520 AK PILEDRIVERS 2520 ALASKA CARPENTERS ALASKA COMMERCIAL ALASKA WORKS AMERICAN MARINE CORP AMERICAN MECHANICAL ASRC FEDERAL FIELD SVS BEK OF ALASKA BLAKE LLC BLAZY CONSTRUCTION INC BRANDSAFWAY SERVICES BRICE, INC. CARIBOU BUILDERS CARVER CONSTRUCTION CHENGA CORP CITY OF FAIRBANKS CORNERSTONE GENERAL DAVIS CONST & ENG INC EKLUTNA CONSTRUCTION ELITE ACOUSTICS & INT. EXCEL CONSTRUCTION INC F & W CONSTRUCTION CO FAR NORTH FISHER CONST GROUP INC GHEMM COMPANY, INC. GLOBAL DIVING & SALVG GREYROCK DRILLING HAMILTON CONSTRUCTION HARRIS SAND AND GRAVEL HASKELL CORPORATION HICKEL CONSTR & ENG HPM CONTRACTING INDYNE, INC ISLAND CONTRACTORS INC JOHNSON RIVER KC CORPORATION KIEWIT INFRASTRUCTURE MASS EXCAVATION INC NANUQ INC. NEESER CONSTR INC NORTH STAR TERMINAL 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 STG PACIFIC SWALLING CONST CO INC TURNAGAIN CONST. TURNAGAIN MARINE TUTKA LLC TYONEK CONTRACTORS UNIT COMPANY WARM FRONT LOG HOME WELDIN CONSTRN, LLC WESTERN MARINE CONST WHITE MOUNTAIN CONST