2021-02-16T18:32:00-06:00 2020-06-30 410746749 CLIFTONLARSONALLEN LLP 8101 WEST GRANDRIDGE BLVD SUITE 130 KENNEWICK WA 99336 990 2019-07-01 916062784 INLAND EMPIRE ELECTRICAL WORKERS HEALTH AND WELFARE PLAN INLA 5095340600 1322 NORTH POST SPOKANE WA 99201 DAVID CHALLY TRUSTEE 5095340600 2021-02-09 1 EMILY MCCANN P01759947 5097351561 2021-02-09 2019 2022-09-23 18:48:47Z DAVID CHALLY 1322 NORTH POST SPOKANE WA 99201 27517969 0 X N/A X 1965 WA HEALTH AND WELFARE BENEFITS 8 0 43 8 0 0 0 0 25111801 26555348 804411 942854 124228 19767 26040440 27517969 0 0 20820778 23265088 0 0 0 0 0 591501 640441 21412279 23905529 4628161 3612440 34937900 40427984 12259809 13021423 22678091 27406561 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 28 0 43 1 0 0 0 0 0 0 0 0 X 8 0 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 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 TIM MURRAY TRUSTEE 1.00 X 0 0 0 DAVE PETERSON 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 428114 AW REHN & ASSOCIATES 1322 N POST ST SPOKANE WA 99201 ADMINISTRATOR 306437 DELTA DENTAL PO BOX 75983 SEATTLE WA 98175 CLAIMS PROCESSING 106158 3 EMPLOYER CONTRIBUTION 525100 26016599 26016599 EMPLOYEE CONTRIBUTION 525100 538749 538749 26555348 942854 942854 LIQUIDATED DAMAGES 525100 19767 19767 19767 27517969 26575115 0 942854 23265088 319420 20400 15000 47639 112808 51158 31200 12308 21526 ACA FEES 5901 INTERNATIONAL FOUNDATIO 633 2448 23905529 131942 16858 4084042 2466656 0 111140 30721916 37833330 34937900 40427984 223529 308423 12036280 12713000 12259809 13021423 X 0 0 0 0 6826103 11554573 22678091 27406561 34937900 40427984 X 3612440 1768750 -652720 X X 0 1 X 1 0 0 INCURRED BUT NOT REPORTED CLAIMS 2260000 ACCUMULATED ELIGIBILITY CLAIMS 10453000 12713000 X 29239080 1768750 1768750 27470330 47639 47639 27517969 23745248 23152446 23152446 592802 47639 23265088 23312727 23905529 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 2020 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 2D - OTHER ADJUSTMENTS: COST OF BENEFITS PAID PER THE FINANCIALS 23,152,446. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF BENEFITS PAID PER THE 990 23,265,088. 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 6/30/19 9,800,280. ACCUMULATED ELIGIBILITY 6/30/20 -10,453,000. PART XII LINE 2C THE OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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