2025-05-23T12:24:54-05:00 2024-07-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2023-08-01 911363505 MACHINISTS HEALTH AND WELFARE TRUST FUND MACH 2064417574 PO BOX 34203 SEATTLE WA 98124 ART BOULTON CHAIRMAN 2064417574 2025-05-21 1 0 MICHAEL T MEAD CPA P01893207 4252506100 2025-05-21 2023 2025-03-06 01:10:19Z ART BOULTON PO BOX 34203 SEATTLE WA 98124 36952950 0 X N/A X 1988 WA TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN. 6 1 0 6 0 0 0 0 26111833 27440684 809950 1621911 0 0 26921783 29062595 0 0 24857660 24249344 0 0 0 0 0 1676394 1772239 26534054 26021583 387729 3041012 51287389 55731483 7967271 7386941 43320118 48344542 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN. 0 0 TO PROVIDE HEALTH AND 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 7 0 1 0 0 0 0 0 0 0 0 0 X 6 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X HEIDI CAMPBELL WELFARE AND PENSION ADMINISTRATION 2064417574 7525 SE 24TH SUITE 200 MERCER ISLAND WA 98040 X X ART BOULTON CHAIRMAN 1.00 X X 0 0 0 DALE SCHIFFLER TRUSTEE 1.00 X 0 0 0 MIKE WILSON SECRETARY 1.00 X X 0 0 0 ZAC COLLINS TRUSTEE 1.00 X 0 0 0 LEAURI MOORE START 223 TRUSTEE 1.00 X 0 0 0 BETH BERGEON START 623 TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 REGENCE BLUESHIELD 333 GILKEY ROAD BURLINGTON VA 98233 CLAIMS ADMINISTRATION 985358 WELFARE & PENSION ADMINISTRATION SERVICE 7525 SE 24TH ST 200 MERCER ISLAND WA 98040 THIRD PARTY ADMINISTRATION 281039 2 CONTRIBUTIONS 900099 27204435 27204435 SELF-PAY CONTRIBUTIONS 900099 236249 236249 27440684 1707756 1707756 7804510 7890355 -85845 -85845 -85845 29062595 27440684 0 1621911 24249344 1301778 57400 47041 87198 233973 11268 8599 24982 26021583 3227203 2850898 2598488 2816233 7515 23278 45454183 50041074 51287389 55731483 26431 36799 7940840 7350142 7967271 7386941 X 0 0 0 0 43320118 48344542 43320118 48344542 51287389 55731483 3041012 1983412 0 X X 0 1 X 1 0 0 INCURRED BUT NOT YET REPORTED CLAIMS 2359900 PREMIUMS PAYABLE 89642 ALASKA MACHINISTS PREMIUM LIABILITY 417200 LAG MONTHS ELIGIBILITY COVERAGE 4327400 CLAIMS PAYABLE 156000 7350142 X 30964612 1983412 1983412 28981200 81395 81395 29062595 26530886 0 26530886 81395 -590698 -509303 26021583 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 ELIGIBILITY FOR FUTURE BENEFITS - ALASKA GROUP -61,800. CHANGE IN LAG MONTHS ELIGIBILITY COVERAGE 180,400. CHANGE IN PREMIUMS PAYABLE 89,202. CHANGE IN CLAIMS PAYABLE -637,200. CHANGE IN INCURRED BUT NOT REPORTED CLAIMS -161,300. 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. FORM 990, PART VI, SECTION A, LINE 3 THE DAY TO DAY OPERATIONS OF THE PLAN ARE MANAGED BY WELFARE & PENSION ADMINISTRATION SERVICE, INC., A THIRD PARTY ADMINISTRATOR. FORM 990, PART VI, SECTION A, LINE 8B THE BOARD OF TRUSTEES HAVE NOT DELEGATED AND GOVERNANCE AUTHORITY TO COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B REVIEWED BY THE GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH POLICY. ANY POTENTIAL CONFLICTS OF INTEREST BROUGHT TO THE BOARD OF TRUSTEES WILL BE REVIEWED, AND A DECISION WILL BE MADE ON WHETHER THE IDENTIFIED CONFLICT IS DEEMED A CONFLICT OF INTEREST. THE INTERESTED MEMBER WILL BE EXCLUDED FROM VOTING AUTHORITY ON ANY DECISIONS RELATING TO THE ASSOCIATED PARTY TO THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. PLAN PARTICIPANTS HAVE THE RIGHT TO CERTAIN FINANCIAL INFORMATION AND NOTICES AS PROVIDED BY ERISA. FORM 990, PART VII, SECTION A, LINE 6 TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED TAX-EXEMPT ORGANIZATIONS IS REPORTED ON FORM 990 TO BE FILED WITH THE IRS BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE PLAN ADMINISTRATOR. FORM 990, PART XII, LINES 2B & 2C THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE ANNUAL AUDIT AND HIRING THE AUDITOR. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. AEROSPACE DISTRICT 751 BUTTE-SILVER BOW CITY OF BLAINE CITY OF FERNDALE COMMUNITY TRANSIT IAM & AW LL 568 IAM DISTRICT 160 KITSAP TRANSIT MACHINISTS INSTITUTE PORT OF SEATTLE PTE LOCAL 17 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 HEALTH BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF JULY 31, 2024, THERE ARE APPROXIMATELY 62 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. ACROWOOD CORP. AEROSPACE DISTRICT ALASKA GENERAL SEAFOOD AMERICAN PRESIDENT ARDAGH GROUP AUSTIN MAC, INC. BARNARD IGLITZIN BELSHAW BROTHERS INC BIG B'S TRUCK REPAIR BLADE CHEVROLET BUTTE-SILVERBOW CADMAN INC CASCADE MACHINERY & CITY OF BLAINE CITY OF FERNDALE CITY TRANSFER INC CLEANSCAPES COMMERCIAL BRAKE & COMMUNITY TRANSIT CON GLOBAL INDUSTRIES DISTRIBUTION TRK CO EDMONDS AUTOMOTIVE EDWARDS EQUIPMENT CO FEDERAL MARINE AND FIRST TRANSIT FRANZ FAMILY BAKERIES HARBOR LAND 2C, LLC HARBOR MACHINE & HOGLAND TRANSFER CO HUSKY TERMINAL I.A.M. DISTRICT 160 INDUSTRIAL REPAIR JERRY SMITH CHEVROLET JONES STEVE DORING CO KITSAP TRANSIT LEE & EASTES TANK LINE MACHINISTS INSTITUTE MARINE MECHANICAL INC MARKEY MACHINERY CO MARKS GOLF CARS & MCDOWELL NORTHWEST INC MOBILE ONE TRAILER MONARCH MACHINE & MONTIGODEL RAY CORP MW TRAILER REPAIR LLC PACIFICA MARINE INC PACIFIC PROPELLER INTL PORT OF SEATTLE PRECISION EQUIPMENT PTE LOCAL 17 RABANCO LTD RESOURCE MGMT ASSOC. SEA-STAR STEVE DORING SEATTLE TIMES SSA TERMINALS, LLC STREICH BROS INC TOTE SERVICES LLC TRAINING CONNECTIONS TRUCK CARE LLC UPS -BENEFITS DEPT VAUGHAN COMPANY, INC WESTERN PNEUMATIC