2023-05-09T15:54:01-05:00 2022-06-30 410746749 CLIFTONLARSONALLEN LLP 2875 MICHELLE DRIVE 300 IRVINE CA 92606 990 2021-07-01 916062784 INLAND EMPIRE ELECTRICAL WORKERS HEALTH AND WELFARE PLAN INLA 5095340600 1322 NORTH POST SPOKANE WA 99201 DAVID CHALLY TRUSTEE 5095340600 2023-05-09 1 DAVID CHALLY 999009999 LISA N RYSSEL CPA P00643670 7149781300 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z DAVID CHALLY 1322 NORTH POST SPOKANE WA 99201 31554779 0 X N/A X 1965 WA HEALTH AND WELFARE BENEFITS 8 8 22 8 0 0 0 0 29295558 30789263 1715672 663638 0 58752 31011230 31511653 0 0 25356764 27117586 0 0 0 0 0 705992 716231 26062756 27833817 4948474 3677836 47847890 45570596 14491049 14592448 33356841 30978148 HEALTH AND WELFARE BENEFITS 0 0 INCOME USED 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 26 0 22 1 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 0 1 0 1 1 0 0 1 0 0 0 1 0 0 X AW REHN & ASSOCIATES INC 5095340600 1322 N POST SPOKANE WA 99201 X ANDY DAHLMAN CHAIRMAN 1.00 X X 0 0 0 KEN BROWN SECRETARY 1.00 X X 0 0 0 CHRISTIAN CHALLY TRUSTEE 1.00 X 0 0 0 DAVID CHALLY TRUSTEE 1.00 X 0 0 0 JAMES DANIELS TRUSTEE 1.00 X 0 0 0 MITCHELL MURPHY TRUSTEE 1.00 X 0 0 0 JAMES GLINES TRUSTEE 1.00 X 0 0 0 TRAVIS SWAYZE TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 AETNA 151 FARMINGTON AVE HARTFORD CT 06156 CLAIMS PROCESSING 536794 AW REHN & ASSOCIATES 1322 N POST ST SPOKANE WA 99201 ADMINISTRATOR 339695 UNITED CLAIMS SOLUTIONS 10835 N 25TH AVE SUITE 105 PHOENIX AZ 85029 CLAIMS PROCESSING 122979 DELTA DENTAL PO BOX 75983 SEATTLE WA 98175 CLAIMS PROCESSING 118300 4 EMPLOYER CONTRIBUTION 525100 30138787 30138787 EMPLOYEE CONTRIBUTION 525100 650476 650476 30789263 663638 663638 43126 43126 0 LIQUIDATED DAMAGES 525100 58752 58752 58752 31511653 30848015 0 663638 27117586 353365 23600 47961 54455 80934 72371 31200 14351 29280 ACA FEES 7404 INTERNATIONAL FOUNDATIO 1310 27833817 0 0 3344521 3573784 107030 113906 44396339 41882906 47847890 45570596 904523 912168 13586526 13680280 14491049 14592448 X 0 0 0 0 33356841 30978148 33356841 30978148 47847890 45570596 X 3677836 -5661775 -394754 X X 0 1 X 1 0 0 INCURRED BUT NOT REPORTED CLAIMS 2450000 ACCUMULATED ELIGIBILITY CLAIMS 11230280 13680280 X 25795423 -5661775 -5661775 31457198 54455 54455 31511653 28064362 0 28064362 54455 -285000 -230545 27833817 PART X, LINE 2: THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE 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 2021 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, AND THE PLAN COULD BE SUBJECT TO INCOME TAX IF CERTAIN ISSUES WERE FOUND BY THE IRS THAT COULD RESULT IN THE DISQUALIFICATION OF THE PLAN'S TAX-EXEMPT STATUS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN INCURRED BUT NOT REPORTED CLAIMS AND CLAIMS PAYABLE -285,000. FORM 990, PART VI, SECTION A, LINE 3 THE BOARD OF TRUSTEES HAS HIRED A PROFESSIONAL ADMINISTRATION COMPANY TO OPERATE THE TRUST ON A DAY TO DAY BASIS. THE BOARD OF TRUSTEES RETAINS ULTIMATE RESPONSIBILITY OF THE ACTIONS OF THE PROFESSIONAL ADMINISTRATORS ACTIONS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ARE PARTICIPATING EMPLOYERS AND THE SPONSORING UNION ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B BOARD OF TRUSTEES REVIEW AND APPROVE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 15A THE TRUSTEES ARE UNCOMPENSATED FOR THEIR SERVICE ON THE BOARD OF TRUSTEES. THE TRUSTEES ARE REIMBURSED FOR LOST COMPENSATION FROM THEIR EMPLOYER OR FOR LOST COMPENSABLE LEAVE UTILIZED, IF NOT PAID BY THE EMPLOYER, TO ATTEND TO TRUST BUSINESS, ATTEND TRUST MEETINGS, AND TO ATTEND TRUSTEE EDUCATIONAL TRAINING. THE TRUSTEES ARE ALSO REIMBURSED THE NECESSARY AND REASONABLE COSTS AND EXPENSES THAT THEY INCUR IN THEIR CAPACITY AS A TRUSTEE PURSUANT TO A WRITTEN TRUSTEE EXPENSE REIMBURSEMENT POLICY. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XI, LINE 9: ACCUMULATED ELIGIBILITY 6/30/21 10,835,526. ACCUMULATED ELIGIBILITY 6/30/22 -11,230,280. PART XII LINE 2C THE OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. IBEW LOCAL #112 IBEW LOCAL #73 INLAND EMPIRE ELECTRICAL TRAINING TRUST LU112 - NECA INLAND EMPIRE CHAPTER NECA AEI ELECTRIC LLC ALPINE ELECTRIC LIGHTING & MAINTENANCE LLC BARIN GROUP BLUECORE POWER LLC CABIN CREEK ELECTRIC CAMP CREEK ELECTRIC LLC COLUMBIA CONTROLS & POWER LLC DR SERVICES LLC ELECTRICAL SOLUTIONS LLC ESCO ELECTRIC HANLEY ENERGY ELECTRICAL LLC INDIAN EYES LLC JH KELLY LLC LEA ELECTRIC MD ELECTRIC LLC MAC'S 3 ELECTRIC MCKINSTRY CO LLC MJ ELECTRIC LLC MOUNTAIN STATES ELECTRICAL CONTRACTORS NW UTILITY OJEDA PALOUSE POWER LLC PAR ELECTRICAL CONTRACTORS RATTLESNAKE MOUNTAIN SERVICES LLC RENEW ENERGY ELECTRICAL LLC ROCK ELECTRIC SASQUATCH ELECTRICAL TKK LLC TOWNSEND CONTROLS VECA ELECTRIC & TECHNOLOGIES LLC WASTE TREATMENT COMPLETION COMPANY WILLIAMS PLANT SERVICES LLC ACCURATE ELECTRIC UNLIMITED ADAPTIVE SOLUTIONS ADVANCED ELECTRIC & ALARM SYSTEMS INC ALUMINUM SERVICES INC AMERICAN ELECTRIC ARC ELECTRIC & LIGHTING CORP AZTECH ELECTRIC INC B & E ELECTRIC BURKE ELECTRIC CARR ELECTRICAL TECHNOLOGY CHERRY CITY ELECTRIC CHEYENNE ELECTRIC INC CHRISTENSON ELECTRIC INC COBURN ELECTRIC INC COCHRAN ELECTRIC CO INC COLUMBIA RIVER ELECTRIC MAINTENANCE COLVICO INC COSCO FIRE PROTECTION CUPERTINO ELECTRIC INC DECKER ELECTRIC DORSH & KAHL CO INC DYNALECTRIC ELCON CORPORATION ELECTRIC CITY INC ELECTRIC SMITH ELECTRICAL CONSTRUCTION (EC) COMPANY EVERGREEN TECHNOLOGIES INC EXCEL ELECTRICAL SERVICES INC FOGG ELECTRIC FOY GROUP CORP GB MANCHESTER GLOBAL ELECTRIC HAGE ELECTRIC & CONSTRUCTION SERVICES INC HIRE ELECTRIC INC HOLADAY-PARKS INC HOLMES ELECTRIC ICC ELECTRIC ILB ELECTRIC INC INLAND ELECTRIC INC INTEGRITY NETWORKS JUSTICE SYSTEM CORP KNOBELS ELECTRIC M&W ELECTRIC INC MAAS ELECTRIC INC MACDONALD-MILLER MADSEN ELECTRIC (CARL T MADSEN) MAGNUM ELECTRIC MBI CONSTRUCTION SERVICES INC MCC MCCOY ELECTRIC INC MICHELS PACIFIC ENERGY INC MILL PLAIN ELECTRIC INC NATIONAL CONDUCTOR CONSTRUCTORS NEWKIRK ELECTRIC ASSOCIATES INC NORTHPOINT ELECTRICAL CONTRACTING INC NW POWER INC OEG INC PATRIOT ELECTRIC & LIGHTING CORP PETERSON ELECTRIC PHASE 2 ELECTRIC PICK ELECTRIC INC POTELCO INC POWER CITY ELECTRIC POWER TECHNOLOGY INC POWERCOM ROSENDIN ELECTRIC ROSS-BRANDT ELECTRIC INC S&C ELECTRIC INC SCHMITT ELECTRIC INC SEA COMM SECURECOM INC SIERRA ELECTRIC SIEVERT ELECTRIC SERVICE & SALES CO SIGNAL CONSTRUCTION GROUP SIMS ELECTRIC INC SKYLINE COMMUNICATIONS STETNER ELECTRIC STONER ELECTRIC INC STURGEON ELECTRIC CO SUNDANCER ELECTRIC INC TEKNON ELECTRICAL SERVICES THE STATE GROUP INDUSTRIAL (USA) LTD THOMPSON ELECTRICAL CONSTRUCTORS TICE ELECTRIC TRANSPORTATION SYSTEMS TRI POWER INC UTILITIES INSTRUMENTATION SERVICES INC VALLEY ELECTRIC VAN ERT ELECTRIC CO INC WELLINGTON ENERGY INC WILSON CONSTRUCTION 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0