OMNITRADE HEALTH TR: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- OMNITRADE HEALTH TR (EIN 27-6838771)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-12
- IRS object ID
- 201802859349300000
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-12T00:26:10-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910614823 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHOEDEL & SCHOEDEL CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 422 W RIVERSIDE AVE STE 1420 | AddressLine1Txt |
| City | SPOKANE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 992010395 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 276838771 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Omnitrade Health Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OMNI | BusinessNameControlTxt |
| Phone | 4257717359 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 6 | AddressLine1Txt |
| City | Mukilteo | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 982750006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John B Scates | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 4257717359 | PhoneNum |
| Signature | 2018-10-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT OPPERUD CPA | PreparerPersonNm |
| PTIN | P00542597 | PTIN |
| Phone | 5097472158 | PhoneNum |
| Preparation | 2018-10-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.114.231.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-11 | IPDt |
| IP Tm | 22:25:46 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BD3330E54060A8ABACFA67ECD92C5C02592034B7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BB2AC30269F7780B330423FB8C0571A23705F2F4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | John B Scates | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 6 | AddressLine1Txt |
| City | Mukilteo | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 982750006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $23,065,836 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | http://omnitradebenefits.com | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 2011 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | To provide qualified health and welfare benefits through group insurance arrangements. | ActivityOrMissionDesc |
| Voting Members Governing Body | 1 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $31,021,225 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $23,030,658 | CYProgramServiceRevenueAmt |
| PY Investment Income | $379 | PYInvestmentIncomeAmt |
| CY Investment Income | $449 | CYInvestmentIncomeAmt |
| PY Other Revenue | $69,757 | PYOtherRevenueAmt |
| CY Other Revenue | $34,729 | CYOtherRevenueAmt |
| PY Total Revenue | $31,091,361 | PYTotalRevenueAmt |
| CY Total Revenue | $23,065,836 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $32,527,409 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $21,258,007 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $47,296 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $34,932 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,108,323 | PYOtherExpensesAmt |
| CY Other Expenses | $2,390,791 | CYOtherExpensesAmt |
| PY Total Expenses | $35,683,028 | PYTotalExpensesAmt |
| CY Total Expenses | $23,683,730 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,591,667 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$617,894 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,662,210 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,154,893 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $17,952,683 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,063,260 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$16,290,473 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$16,908,367 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To provide a trust under which eligible employers may make certain welfare benefits available for their participants, through group insurance or otherwise. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | The Trust was established to hold insurance policies through which participating employers can provide programs of health and other insurance benefits under the employee benefit plans they maintain for their employees and dependents. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 26 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 1 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vimly Benefit Solutions Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4257717359 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12121 Harbour Reach Drive Suite 105 | AddressLine1Txt |
| City | Mukilteo | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98275 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John B Scates | PersonNm |
| Title | Trustee | TitleTxt |
| Average Hours Per Week | 3.00 | AverageHoursPerWeekRt |
| Individual Trustee Or Director | Yes (X) | IndividualTrusteeOrDirectorInd |
| Officer | Yes (X) | OfficerInd |
| Reportable Comp From Org | $32,100 | ReportableCompFromOrgAmt |
| Reportable Comp From Rltd Org | $0 | ReportableCompFromRltdOrgAmt |
| Other Compensation | $0 | OtherCompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $32,100 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Wells Fargo Insurance Services USA Inc | |||||
| 999 Third Avenue Suite 4100 | Seattle | WA | 98104 | Consulting manager | $805,305 |
| Benefit Solutions Inc | |||||
| 12121 Harbour Reach Drive Suite 10 | Mukilteo | WA | 982750006 | Contract administrator | $382,264 |
| Armfield Harrison & Thomas Technology | |||||
| 600 University St Suite 1300 | Seattle | WA | 98101 | Insurance broker | $189,726 |
| ABD Insurance & Financial Services Inc | |||||
| 3 Waters Park Drive Suite 100 | San Mateo | CA | 94403 | Consulting manager | $119,326 |
| Davis Wright Tremaine LLP | |||||
| 1201 Third Avenue Suite 2200 | Seattle | WA | 981013045 | Legal counsel | $110,007 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Employer contributions, net | 525100 | $22,749,713 | $22,749,713 |
| Participant contributions, net | 525100 | $280,945 | $280,945 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $23,030,658 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $449 | TotalRevenueColumnAmt |
| Exclusion | $449 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Employer late fees | Desc |
| Business | 525100 | BusinessCd |
| Total Revenue Column | $34,729 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $34,729 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $34,729 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,065,836 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,065,387 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $449 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,258,007 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,932 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $382,264 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,007 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,843 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,862,804 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $611 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $835 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,708 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,048 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,671 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Compliance | Desc |
| Total | $5,000 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,683,730 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,212,014 | BOYAmt |
| EOY | $726,329 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,943 | BOYAmt |
| EOY | $252,340 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,253 | BOYAmt |
| EOY | $176,224 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,662,210 | BOYAmt |
| EOY | $1,154,893 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,300 | BOYAmt |
| EOY | $60,436 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $635,686 | BOYAmt |
| EOY | $336,756 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,241,697 | BOYAmt |
| EOY | $17,666,068 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,952,683 | BOYAmt |
| EOY | $18,063,260 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$16,290,473 | BOYAmt |
| EOY | -$16,908,367 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$16,290,473 | BOYAmt |
| EOY | -$16,908,367 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,662,210 | BOYAmt |
| EOY | $1,154,893 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$617,894 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Premiums due to insurers | $288,484 |
| Contract experience deficits | $17,377,584 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $17,666,068 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $23,065,836 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $23,065,836 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $23,065,836 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $23,259,359 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $17,241,697 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $17,241,697 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,017,662 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $17,666,068 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $17,666,068 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $23,683,730 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part XII, Line 2d - Other Adjustments: | Premiums due insurers at the end of the prior year 498,215. Contract experience deficits at the end of the prior year 16,743,482. |
| Part XII, Line 4b - Other Adjustments: | Premiums due insurers at the end of the current year 288,484. Contract experience deficits at the end of the current year 17,377,584. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 3 | The Trust has contracted with a third-party administrator (Vimly Benefit Solutions, Inc.) to provide bookkeeping and administrative services. |
| Form 990, Part VI, Section A, line 7a | Trustees are appointed by the Trust Administrative Committee. The Trust Administrative Committee may terminate a trustee. In the event of the termination or resignation of a trustee, a successor trustee will be appointed by the Trust Administrative Committee. The Trust Administrative Committee will notify participating employers of the appointment of a successor trustee. The trustee will consent to and accept appointment in writing. |
| Form 990, Part VI, Section B, line 11b | The Form 990 was prepared under the guidance of the Trustee by the independent accounting firm SCHOEDEL & SCHOEDEL, Certified Public Accountants, PLLC. Draft copies of the Trust's financial statements and Form 990 were first provided to the Trust's consultants and advisors, who reviewed the Form 990 for accuracy and completeness. Any questions, concerns or issues raised by the consultants and advisors were addressed and any necessary revisions were made to the Form 990. The revised Form 990 was then provided to the Trustee for his review and approval. Any additional questions, concerns or issues raised by the Trustee were addressed and any necessary revisions were made to the Form 990. The final version of the Form 990 was reviewed, approved and filed by the Trustee. |
| Form 990, Part VI, Section C, line 19 | The Trust's governing documents, financial statements and Form 990 are available to the general public upon written request sent to Vimly Benefit Solutions at: P.O. Box 6, Mukilteo, WA 98275. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| Hope Heart Institute | |||||||||
| Life Science of Washington | |||||||||
| 1551 Eastlake Ave E 300 | Seattle | WA | 98102 | 911453398 | Trade association in the life sciences industry of Washington state. | WA | 501(c)(6) | N/A | 0 |
| CleanTech Alliance Washington | |||||||||
| 1301 Fifth Avenue Suite 2500 | Seattle | WA | 98101 | 320199835 | Trade association in the cleantech industry of Washington state. | WA | 501(c)(6) | N/A | 0 |
| National Bureau of Asian Research | |||||||||
| Northwest Medical Physics Center | |||||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (180 entries)
| 5 Star Quest |
| ABBIOSCI Inc |
| Accium BioSciences Inc |
| Ace Logging Inc |
| Acerta Pharma LLC - Seattle |
| Acucela Inc |
| AirClean Technologies |
| Aldrich & Associates Inc |
| ALSC Architects PS |
| America 1st Roofing & Builders Inc |
| Aortica Corporation |
| Aqueduct Critical Care |
| Arsenal Enterprises |
| Art Primo |
| Arzeda Corporation |
| AstaReal Inc |
| Atossa Genetics Inc |
| Auction Edge Inc |
| Avalyn Pharma Inc |
| B Thompson Company LLC |
| Beat BioTherapeutics Corp |
| Beta Hatch |
| BioPharma Consulting Services Inc |
| BORArchitecture PLLC |
| Bramstedt Sales Inc |
| Burrard Development |
| Calico Energy Services |
| Camp & Associates Inc |
| Cancer Targeted Technology LLC |
| Cardiac Insight Inc |
| Caron Architecture LLC |
| Carus Cruise Inc |
| Cascadia Drug Development Group |
| Chondrex Inc |
| CoCrystal Pharma Inc |
| Code Fellows Holdings Inc |
| Colvos Construction LLC |
| Commercial Sales Inc |
| Copperfin |
| Cowart-Gagnon Inc |
| Cultivar Farms |
| CustomArray Inc |
| DR Smith Company Inc |
| Dayco Heating and AC |
| Diagnos-Techs Inc |
| Diamond Veterinary Associates |
| DSL Northwest |
| Dura-Shine Clean |
| Earth Solutions Northwest LLC |
| Eco Chemical Inc |
| Electronic Business Machines Inc |
| Elmhurst Mutual Power & Light Co |
| Emerald Star Holdings LLC |
| Enertech Search Partners |
| Epigenomics Inc |
| Essential Platform Services Inc |
| Etubics Corporation |
| Evans Electrical Contracting Inc |
| Falkin Associates |
| Foamfanatics LLC |
| Focal Point Marketing LLC |
| General Aerospace |
| Genetic Veterinary Sciences Inc |
| Grava Labs |
| Gray Mold Co |
| Harden Construction Inc |
| Hochstatter Electric Inc |
| Hoylu Inc |
| Hydrocon LLC |
| Hyundai of Everett |
| ICD Inc |
| Icebrg Inc |
| Immune Design Corp |
| Invio Inc |
| Ioline Corporation |
| Jetstream Freight Forwarding |
| Jupiter Laboratory Consultants |
| Keon Research LLC |
| KinDex Pharmaceuticals Inc |
| Kineta Inc |
| Koan AgroScience Inc |
| KPI Therapeutics |
| Krautscheid Farm Consulting LLC |
| LabKey Software |
| Lanzinger Construction |
| Light Sciences Oncology Inc |
| Likewise Inc |
| LiveAreaLabs Inc |
| Lumen Bioscience Inc |
| Lunde Marine Electronics Inc |
| MalarVx Inc |
| Marine Floats |
| MarqMetrix Inc |
| Matrix Genetics LLC |
| McGranahan Architects |
| Micronics Inc |
| Mirabilis Medica Inc |
| Mobilizenet Corporation |
| Montego LLC |
| Nativis Inc |
| NetAcquire Corporation |
| Network Solutions Northwest Inc |
| Nohla Theraputics Inc |
| North Harbor Diesel & Yacht Services |
| Northridge Machine |
| Northwest Contract Services |
| OAC Services Inc |
| O'Bunco Engineering |
| Olympic Mountain Products |
| Orca Pacific Manufacturers Rep LLC |
| ORCA Wave LLC |
| Pacific Coast Canola |
| PAI Life Sciences |
| Pando Capital LLC |
| Paulsen Construction Inc |
| Peninsula Sanitation Services |
| PhenoPath Laboratories |
| Plum Energy |
| Power Studies |
| Precision Image Analysis |
| Presage Biosciences |
| Prodata Systems Inc |
| Project Management Consulting & Assoc |
| Pushpay Inc |
| Raedeke Associates Inc |
| RareCyte Inc |
| RB Engineering Inc |
| RC Pfaff Company Inc |
| Reliable Floor Coverings Inc |
| Restaurant Services Inc |
| Rockport Management Inc |
| Rusty Bradeen Trucking Inc |
| Scoville Public Relations LLC |
| Seabrook Construction |
| Seattle Galvanizing |
| Segal Ranch LLC |
| Shiflett's Inc |
| SiDx Inc |
| Silverback Therapeutics Inc |
| Simcere of America |
| Sixth Ave Studios |
| SM Stemper Architects |
| Soiltest Farm Consulting |
| Sound Decision for Imaging Inc |
| Sound Pharmaceuticals Inc |
| South Sound Steel & Recycling |
| Specter Ops Inc |
| Spectrum Ophthalmics Inc |
| Spencer Trucking LLC |
| S-Ray Incorporated |
| Star Equity Management LLC |
| Sterling Realty Organization Co |
| Supercritical Technologies Inc |
| Systems Interface |
| SystImmune Inc |
| Tasso Inc |
| Teknologize LLC |
| Temporal Defense Systems Inc |
| The Menon Group Inc |
| Thomas James International |
| Tony Lind Paving LLC |
| Top Pod Inc |
| Treinen Associates Inc |
| TRS Mechanical Inc |
| Trung Do's Goldsmith Services Inc |
| TwinStrand Biosciences Inc |
| Uptake Medical Technology |
| URC Ventures Inc |
| Ware Enterprises Inc |
| Water Tectonics Inc |
| Welsh Commissioning Group Inc |
| West Coast Self Storage Group LLC |
| Wheeler Logging |
| Wildlife Computers Inc |
| WISErg Corporation |
| X2Biosystems |
| XL Overhead Construction Inc |
| Zenczak & Partners Architects |
| Zenyx |
| Zymeworks Biopharmaceuticals Inc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
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