2026-04-21T12:33:47-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2024-07-01 237089640 ALASKA TROWEL TRADES APPRENTICESHIP AND TRAINING TRUST ALAS 2064417574 PO BOX 93870 SEATTLE WA 981241203 NICK SCOTT TRUST CHAIR 2064417574 2026-04-20 1 0 TODD M STOKES CPA P01451940 4252506100 2026-04-20 2024 2025-03-06 01:10:19Z NICK SCOTT PO BOX 93870 SEATTLE WA 981241203 213800 0 X N/A X 1985 AK TO PROVIDE TRAINING AND RETRAINING FOR CEMENT MASONS AND PLASTERERS PARTICIPATING UNDER THE COLLECTIVE BARGAINING AGREEMENT. 6 0 4 6 0 0 107469 123226 98692 90567 9 7 0 0 206170 213800 0 0 0 0 131048 157653 0 0 0 98517 84853 229565 242506 -23395 -28706 71069 47995 28539 34171 42530 13824 TO PROVIDE TRAINING AND RETRAINING FOR CEMENT MASONS AND PLASTERERS PARTICIPATING UNDER THE COLLECTIVE BARGAINING AGREEMENT. 0 0 242302 0 90567 TO PROVIDE TRAINING AND RETRAINING FOR CEMENT MASONS AND PLASTERERS PARTICIPATING UNDER THE COLLECTIVE BARGAINING AGREEMENT. 242302 0 0 0 0 0 0 0 0 0 1 0 0 0 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 0 0 1 0 0 1 0 0 1 4 1 0 0 0 0 0 0 0 0 0 0 X 6 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 X WELFARE & PENSION ADMINISTRATION SERVICE INC 2064417574 PO BOX 34203 SEATTLE WA 981241203 X NICK SCOTT CHAIRMAN/UNION TRUSTEE 1.00 X X 0 0 0 CALLEN MORTON SECRETARY/ER TRUSTEE 1.00 X X 0 0 0 CHUCK MCHENRY EMPLOYER TRUSTEE 1.00 X 0 0 0 ERIC COFFELT UNION TRUSTEE 1.00 X 0 0 0 FRANK FINN UNION TRUSTEE 1.00 X 28487 0 12642 DON MALONE EMPLOYER TRUSTEE 1.00 X 0 0 0 28487 0 12642 0 0 0 0 0 123226 123226 EMPLOYER CONTRIBUTIONS 900099 90567 90567 90567 7 7 213800 90567 0 7 100064 22942 25860 8787 9380 204 1688 4975 5374 17083 11007 3037 EQUIPMENT MAINTENANCE 24603 TRAINING SCHOOL EXPENSE 7502 242506 58325 35251 1760 1760 42500 31516 10984 10984 71069 47995 28520 34152 19 19 28539 34171 X 0 0 0 0 42530 13824 42530 13824 71069 47995 -28706 0 X 0 0 0 42500 31516 10984 10984 PAYROLL TAXES 19 19 FORM 990, PART VI, SECTION A, LINE 3 THE DAY TO DAY OPERATIONS OF THE TRUST ARE MANAGED BY WELFARE & PENSION ADMINISTRATION SERVICE, INC. FORM 990, PART VI, SECTION A, LINE 8B THE FUND DOES NOT HAVE ANY COMMITTEES TO WHOM THE BOARD HAS DELEGATED BROAD AUTHORITY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY THE BOARD BEFORE FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST THROUGH THE PLAN ADMINISTRATOR. FORM 990 LINE 6, PART VII, SECTION A COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER TAX-EXEMPT ORGANIZATIONS IS REPORTED ON FORM 990 FILED WITH THE IRS BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION PLEASE CONTACT THE PLAN ADMINISTRATOR. OPCMIA LOCAL 528 6362 6TH AVE S SEATTLE WA 98108 910222689 SPONSORING LOCAL UNION WA 501(C)(5) N/A N/A 0 ASSOCIATED GENERAL CONTRACTORS OF ALASKA 8005 SCHOON STREET ANCHORAGE AK 99518 920014686 SPONSORING ORGANIZATION AK 501(C)(6) 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 TRAINING BENEFITS TO ELIGIBLE EMPLOYEES. AS OF JUNE 30, 2025, THERE ARE APPROXIMATELY 17 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. ABOVE & BEYOND AK TROWEL TRADES ALASKA CONCRETE ALASKA FOUNDATION CALIBER CONCRETE CONSTRUCTION COMPASS CONSTRUCTION LLC DENALI CONCRETE INC FINISHING EDGE LLC J+V DRYWALL & PLASTER KDB CONSTRUCTION LL MALONE CONSTRUCTION CO PAVING PRODUCTS INC SWALLING GENERAL CONTRACTORS LLC TRAYLOR BROS, INC WEST COAST CONCRETE RESTORATION, LLC WFP