2021-05-12T18:18:53-05:00 2020-06-30 208149084 ANASTASI MOORE & MARTIN PLLC 9 S WASHINGTON ST STE 600 SPOKANE WA 99201 990 2019-07-01 910838639 SEATTLE AREA PLUMBING AND PIPEFITTING INDUSTRY HEALTH TRUST SEAT 2062824100 11724 NE 195TH STREET NO 300 BOTHELL WA 980118242 JEFFREY J OWEN CHAIRMAN 2062824100 2021-05-12 1 PAUL ANASTASI P00395796 5093230272 2021-05-12 2019 2022-09-23 18:48:47Z 11724 NE 195TH STREET NO 300 BOTHELL WA 980118242 92900557 0 X N/A X 1968 WA TO PROVIDE HEALTH AND WELFARE BENEFITS TO QUALIFIED PARTICIPANTS 6 6 0 6 0 0 0 0 71948114 68711437 792625 980149 31950 23144 72772689 69714730 0 0 64627138 62621096 57446 54253 0 0 0 3214255 3986028 67898839 66661377 4873850 3053353 58748079 62622361 30381538 27159701 28366541 35462660 TO PROVIDE HEALTH AND WELFARE BENEFITS TO QUALIFIED PARTICIPANTS 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS TO QUALIFIED PARTICIPANTS 0 0 0 0 0 0 0 0 0 0 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X JEFFERY OWEN 2062824100 11724 NE 195TH STREET BOTHELL WA 98011 X JEFFERY J OWEN CHAIRMAN 1.00 X X 0 0 0 ED KOMMERS SECRETARY 1.00 X X 0 0 0 JERRY BUSH TRUSTEE 1.00 X 0 0 0 MARK WEBSTER TRUSTEE 1.00 X 0 0 0 JOEL CRABTREE TRUSTEE 1.00 X 0 0 0 ED HOLMES TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 ZENITH AMERICAN SOLUTIONS INC 11724 NORTHEAST 195TH STREET BOTHELL WA 98011 THIRD PARTY ADMIN 1344307 KAISER FOUNDATION HEALTH PLAN OF WA 601 UNION STREET SUITE 3100 SEATTLE WA 98101 INSURANCE BENEFITS 599974 AETNA 600 UNIVERSITY STREET SUITE 920 SEATTLE WA 98101 PPO NETWORK 552188 ZELIS CLAIMS INTEGRITY INC 2 CROSSROADS DRIVE BEDMINSTER NJ 07921 COST CONTAINMENT 213290 DELTA DENTAL OF WASHINGTON PO BOX 75983 SEATTLE WA 98175 CLAIMS PROCESSING 151064 6 EMPLOYER CONTRIBUTIONS 230000 43127481 43127481 EMPLOYEE CONTRIBUTIONS 230000 25583956 25583956 68711437 869333 869333 23296643 23185827 110816 110816 110816 LIQUIDATED DAMAGES 900099 23144 23144 23144 69714730 68734581 0 980149 62621096 62621096 54253 54253 2317423 2317423 332973 332973 65732 65732 70088 70088 1000933 1000933 94949 94949 10669 10669 15716 15716 EMPLOYEE ASSISTANCE PRO 77545 77545 66661377 66661377 0 0 20341818 23763600 7675255 6374802 9202 23377 26949859 27761316 3771945 4699266 58748079 62622361 165085 254846 30216453 26904855 30381538 27159701 X 0 0 0 0 28366541 35462660 28366541 35462660 58748079 62622361 X 3053353 764766 3278000 X 0 1 X 0 0 0 MORTGAGE/ASSET-BACKED SECURITIES 4699266 F 4699266 AMOUNTS DUE INSURANCE COMPANIES 175215 AETNA CLAIMS PAYABLE 2097640 CLAIMS INCURRED BUT NOT REPORTED 5569000 ACCUMULATED ELIGIBILITY CREDITS 17331000 VACATION BENEFITS PAYABLE TO PARTICIPANTS 1732000 26904855 X 70409408 764766 764766 69644642 70088 70088 69714730 66624887 0 66624887 70088 -33598 36490 66661377 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC) AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS). MANAGEMENT BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. 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 ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF JUNE 30, 2020 AND 2019, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 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: COST OF BENEFITS PAYABLE AT JUNE 30, 2020 9,573,855. COST OF BENEFITS PAYABLE AT JUNE 30, 2019 -9,607,453. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 TAX RETURN WAS PROVIDED TO THE CHAIRMAN AND SECRETARY FOR THEIR REVIEW BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE PLAN REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE APPLICABLE POLICIES. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PARTICIPANTS AND THE PUBLIC. FORM 990, PART XI, LINE 9: CHANGE IN ACCUMULATED ELIGIBILITY CREDITS 3,278,000. 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