ALASKA ELECTRICAL HEALTH AND WELFARE FUND: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
ALASKA ELECTRICAL HEALTH AND WELFARE FUND (EIN 92-6001972)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-10-13
IRS object ID
201702869349301710
Schema version
2016v3.0
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

FieldValueIRS element (for citing)
Return2017-10-13T12:27:30-08:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN926001972EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALASKA ELECTRICAL HEALTH & WELFAREBusinessNameLine1Txt
Business Name Line2FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlALASBusinessNameControlTxt
Phone9072761246PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1701 E TUDOR SUITE 200AddressLine1Txt
CityANCHORAGECityNm
State AbbreviationAKStateAbbreviationCd
ZIP99503ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLARRY BELLPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9072761246PhoneNum
Signature2017-10-13SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparation2017-10-13PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id5B7A1635628DD192D0A83716D3C5BFE23E9507ACAtSubmissionCreationDeviceId
At Submission Filing Device IdB25BF5DC0E28FF63AF9A4738EA0E91AB59801BACAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLARRY BELLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1712 WEST 36TH AVENUEAddressLine1Txt
CityANCHORAGECityNm
State AbbreviationAKStateAbbreviationCd
ZIP99503ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$71,258,932GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.AETF.COMWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1961FormationYr
Legal Domicile StateAKLegalDomicileStateCd
Activity Or MissionTO PROVIDE AND MAINTAIN HEALTH AND WELFARE BENEFITSActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee86TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$70,586,644PYProgramServiceRevenueAmt
CY Program Service Revenue$71,063,506CYProgramServiceRevenueAmt
PY Investment Income$41,266PYInvestmentIncomeAmt
CY Investment Income$77,236CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$70,627,910PYTotalRevenueAmt
CY Total Revenue$71,140,742CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$65,075,957PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$67,037,640CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,085,814PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$998,300CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$776,583PYOtherExpensesAmt
CY Other Expenses$926,320CYOtherExpensesAmt
PY Total Expenses$66,938,354PYTotalExpensesAmt
CY Total Expenses$68,962,260CYTotalExpensesAmt
PY Revenues Less Expenses$3,689,556PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,178,482CYRevenuesLessExpensesAmt
Total Assets BOY$22,728,482TotalAssetsBOYAmt
Total Assets EOY$27,191,244TotalAssetsEOYAmt
Total Liabilities BOY$26,649,567TotalLiabilitiesBOYAmt
Total Liabilities EOY$28,935,241TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$3,921,085NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$1,743,997NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PROVIDE AND MAINTAIN HEALTH AND WELFARE BENEFITSMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescMEDICAL, DENTAL, VISION, AND PRESCRIPTION CLAIMS PAID FOR PARTICIPANT BENEFITSDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescGROUP INSURANCE PREMIUMS FOR LIFE, AD&D, AND STOP LOSS CEVERAGEDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescINCREASE IN ESTIMATED LIABILITY FOR FUTURE BENEFITS BASED ON PARTICIPANTS ACCUMULATED ELIGIBILITY AND LIABILITY FOR CLAIMS PAYABLE AND INCURRED BUT NOT YET REPORTEDDesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
DescFEES FOR OTHER SERVICESDesc
FieldValueIRS element (for citing)
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee86EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressYes (true)OfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnfalseAnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALASKA ELECTRICAL TRUST FUNDSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9072761246PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1701 E TUDOR RD SUITE 200AddressLine1Txt
CityANCHORAGECityNm
State AbbreviationAKStateAbbreviationCd
ZIP99503ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
LARRY BELL
TRUSTEE1.003.00Yes (X)$0$0$0
JESSE HALE
TRUSTEE1.000.00Yes (X)$0$0$0
PAUL LANTZ
TRUSTEE1.000.00Yes (X)$0$0$0
SEAN NELSON
TRUSTEE1.000.00Yes (X)$0$0$0
CHUCK PLATT
TRUSTEE1.000.00Yes (X)$0$0$0
DIEDRE WILLIAMS
TRUSTEE1.000.00Yes (X)$0$0$0
KNUTE ANDERSON
TRUSTEE1.002.00Yes (X)$0$0$0
PAMELA CLINE
TRUSTEE1.000.00Yes (X)$0$0$0
JOHN FERREE
TRUSTEE1.000.00Yes (X)$0$0$0
MIKE HODSDON
TRUSTEE1.003.00Yes (X)$0$0$0
DIANA RUHL
TRUSTEE1.000.00Yes (X)$0$0$0
GREGORY R STOKES
ADMINISTRATO21.0019.00$100,689$89,613$136,218Yes (X)
CATHERINE LAURIO
CONTROLLER15.0025.00$42,066$69,515$77,954Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$142,755TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$159,128TotReportableCompRltdOrgAmt
Total Other Compensation$214,172TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
AETNA
PO BOX 100615PASADENACA911890615CLAIMS PYR NTWK$742,777
ZENITH AMERICAN SOLUTIONS
18861 90TH AVENUE STE AMOKENAIL60448THIRD PARTY ADM$396,874
HEALTH CARE COST MANAGEMENT COOP
3000 A STREET 300ANCHORAGEAK99503CONTRACT NEGO.$174,716
HEALTH FITNESS
1700 WEST 82ND STREETMINNEAPOLISMN55431DISEASE MGMT$146,166
MCKENZIE ROTHWELL BARLOW COUGHRAN
1325 FOURTH AVENUE SUITE 910SEATTLEWA98101LEGAL COUNCIL$105,132
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$60,060,411$60,060,411
EMPLOYEE CONTRIBUTIONS525100$11,003,095$11,003,095
FieldValueIRS element (for citing)
Total Program Service Revenue$71,063,506TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$76,727TotalRevenueColumnAmt
Related Or Exempt Func Income$76,727RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$118,699SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$118,190SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$509SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$509TotalRevenueColumnAmt
Related Or Exempt Func Income$509RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$71,140,742TotalRevenueColumnAmt
Related Or Exempt Func Income$71,140,742RelatedOrExemptFuncIncomeAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$67,037,640TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$134,541TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$501,715TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$130,222TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$183,996TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$47,826TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$131,293TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$89,587TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$49,232TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$149,841TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$273,213TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$35,881TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$89,600TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$5,387TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$28,175TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$19,264TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$47,396TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescOTHER EXPENSESDesc
Total$7,451TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$68,962,260TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,048,488BOYAmt
EOY$810,828EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$67,959BOYAmt
EOY$70,933EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,022,963BOYAmt
EOY$5,054,890EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,331BOYAmt
EOY$5,140EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$279,959LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$198,534LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$35,222BOYAmt
EOY$81,425EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$14,546,453BOYAmt
EOY$19,527,910EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,001,066BOYAmt
EOY$1,640,118EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$22,728,482BOYAmt
EOY$27,191,244EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$934,724BOYAmt
EOY$545,999EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$25,714,843BOYAmt
EOY$28,389,242EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$26,649,567BOYAmt
EOY$28,935,241EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY-$3,921,085BOYAmt
EOY-$1,743,997EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$3,921,085BOYAmt
EOY-$1,743,997EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$22,728,482BOYAmt
EOY$27,191,244EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,178,482ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,394NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$279,959OtherCostOrOtherBasisAmt
Depreciation$198,534DepreciationAmt
Book Value$81,425BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$81,425TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
DUE FROM STOP LOSS CARRIER$1,597,668
OTHER RECEIVABLES$33,424
ACCRUED INTEREST AND DIVIDENDS$9,026
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,640,118TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
EST BENEFITS ON ACCUM ELIGIBILITY$14,596,208
HEALTH CLAIMS PAYABLE & IBNR$13,793,034
FieldValueIRS element (for citing)
Total Liability$28,389,242TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$71,090,116TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$1,394NetUnrealizedGainsInvstAmt
Revenue Not Reported-$1,394RevenueNotReportedAmt
Revenue Subtotal$71,091,510RevenueSubtotalAmt
Investment Expenses Not Incld$49,232InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$49,232RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$71,140,742TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$66,238,629TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$66,238,629ExpensesSubtotalAmt
Investment Expenses Not Incld2$49,232InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$2,674,399OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$2,723,631ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$68,962,260TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 3, PART XU.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION 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 DECEMBER 31, 2016, 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. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2013.
SCHEDULE D, PAGE 4, PART XII, LINE 4BIBNR AND ESTIMATED FUTURE BENEFITS 2,674,399

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredfalseSubstantiationRequiredInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmt
GREGORY R STOKES
ADMINISTRATOR$92,114$81,981$8,575$7,632$60,654$53,982$11,419$10,163$172,762$153,758
CATHERINE LAURIO
CONTROLLER$41,949$69,321$117$194$21,252$35,120$8,136$13,446$71,454$118,081

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE J, PAGE 1, PART I, LINE 1AFormAndLineReferenceDesc
ExplanationTHE FUND'S TRUSTEE EXPENSE REIMBURSEMENT POLICY ALLOWS FOR REIMBURSEMENT NOT TO EXCEED COACH RATE FOR IN-STATE TRAVEL AND FIRST-CLASS RATE FOR OUT- OF-STATE TRAVEL.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 2, PART III, LINE 4DFEES FOR OTHER SERVICES
FORM 990, PAGE 6, PART VI, LINE 2MIKE HODSDON KNUTE ANDERSON TRUSTEE TRUSTEE BUSINESS RELATIONSHIP
FORM 990, PAGE 6, PART VI, LINE 9LARRY BELL 712 WEST 36TH AVENUE ANCHORAGE, AK 99503 JESSE HALE 4011 ARCTIC BLVD., STE 206 ANCHORAGE, AK 99503 PAUL LANTZ 7941 SANDLEWOOD PLACE ANCHORAGE, AK 99507 SEAN NELSON 718 W 53RD AVENUE ANCHORAGE, AK 99518 CHUCK PLATT P.O. BOX 34977 JUNEAU, AK 99803 DIEDRE WILLIAMS 600 TELEPHONE AVENUE MS 15 ANCHORAGE, AK 99503 KNUTE ANDERSON PO BOX 55422 NORTH POLE, AK 99705 PAMELA CLINE 3333 DENALI STREET SUITE 200 ANCHORAGE, AK 99503 JOHN FERREE 2000 AIRPORT WAY FAIRBANKS, AK 99701 MIKE HODSDON 3333 DENALI STREET SUITE 200 ANCHORAGE, AK 99503 DIANA RUHL 3333 DENALI STREET SUITE 200 ANCHORAGE, AK 99503
FORM 990, PAGE 6, PART VI, LINE 11BTHE 990 IS PREPARED AND REVIEWED AT THE DETAIL LEVEL BY THE CONTROLLER AND AN ACCOUNTING STAFF THEN KEY SECTIONS ARE REVIEWED BY KPMG AT THE HIGH LEVEL. KPMG DOES NOT SIGN THE RETURN. IT IS SIGNED BY TWO TRUSTEES OF THE PLAN.
FORM 990, PAGE 6, PART VI, LINE 12CPERIODIC REVIEWS ARE PERFORMED BY THE TRUSTEES - PART VI LINE 12C THE PRACTICES FOR MONITORING PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND FOR DEALING WITH POTENTIAL OR ACTUAL CONFLICTS ARE AS FOLLOWS. INTERESTED PERSON(S), THAT IS PERSON(S) COVERED BY THIS POLICY, ARE DEFINED AS A TRUSTEE(S) WHO HAS DIRECT OR INDIRECT FINANCIAL INTEREST RELATED TO AN ACTUAL OR POTENTIAL TRUST TRANSACTION OR ARRANGEMENT. IN CONNECTION TO AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF FINANCIAL INTEREST AND BE GIVEN AN OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO ANY OTHER TRUSTEES WHO ARE CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS THE INTERESTED PERSON SHALL LEAVE THE MEETING; THE REMAINING TRUSTEES SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. AN INTERESTED PERSON WITH A CONFLICT OF INTEREST MAY NOT BE PRESENT DURING DISCUSSION OF AND VOTE ON THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE CHAIRMAN MAY APPOINT SOMEONE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. IF NOT, THE TRUSTEES SHALL DETERMINE IF THE TRANSACTION OR ARRANGEMENT IS IN THE TRUST BEST INTEREST, AND IF IT IS FAIR OR REASONABLE.
FORM 990, PAGE 6, PART VI, LINE 15AREVIEW IS PERFORMED BY TRUSTEES (MEMBERS OF THE ADMINISTRATIVE COMMITTEE). THE ALASKA CONSUMER PRICE INDEX IS USED TO DETERMINE COMPARABILITY. CONTEMPORANEOUS SUBSTANTIATION TAKES THE FORM OF A MEMO FROM THE ADMINISTRATIVE COMMITTEE. THE POSITIONS FOR WHICH THE DESCRIBED PROCESS IS USED ARE THE ADMINISTRATOR AND THE REAL ESTATE MANAGER, AND THE PROCESS WAS LAST PERFORMED FOR BOTH OF THESE POSITIONS DURING 2015.
FORM 990, PAGE 6, PART VI, LINE 19THE SUMMARY ANNUAL REPORT IS SENT OUT TO ALL MEMBERS/PARTICIPANTS PROVIDING A SUMMARY OF THE YEARS FINANCIAL ACTIVITIES AND NOTIFICATION THAT THE COMPLETE ANNUAL FILING WITH EBSA INCLUDING THE FORM 5500 AND FINANCIAL STATEMENTS IS AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (28 entries)

Direct Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxt
ALASKA AFL-CIO
N/Afalse
ALASKA WORKS PARTNERSHIP INC
N/Afalse
ALASKA CHAPTER NECA INC
N/Afalse712 W 36TH AVEANCHORAGEAK99503920018638EMPR ASSOCAK501C6
ALASKA ELECTRICAL PENSION PLAN
N/Afalse701 E TUDOR SUITE 200ANCHORAGEAK99503926005171PENSIONAK401A
ALASKA ELECTRICAL MONEY PURCHASE
N/Afalse701 E TUDOR SUITE 200ANCHORAGEAK99503926005171PENSIONAK401A
ALASKA ELECTRICAL LEGAL PLAN
N/Afalse701 E TUDOR SUITE 200ANCHORAGEAK99503920058156LEGAL PLANAK501C9
BARROW UTILITIES & ELECTRIC COOP
N/Afalse
CHUGACH ELECTRIC ASSOCIATION
N/Afalse
MUNICIPALITY OF ANCHORAGE ML&P
N/Afalse
MUNICIPALITY OF ANCHORAGE
N/Afalse
CITY OF FAIRBANKS
N/Afalse
NOME JOINT UTILITIES
N/Afalse
CITY OF SEWARD
N/Afalse
COPPER VALLEY ELECTRIC
N/Afalse
COPPER VALLEY TELEPHONE COOP
N/Afalse
CORDOVA ELECTRIC COOPERATIVE INC
N/Afalse
GOLDEN VALLEY ELECTRIC ASSOCIATION
N/Afalse
HOMER ELECTRIC ASSOCIATION INC
N/Afalse
IBEW LOCAL 1547
N/Afalse3333 DENALI STREETANCHORAGEAK99503920013179UNIONAK501C5
ALASKA JOINT ELECTRICAL APPRENTICE
N/Afalse
CITY OF KETCHIKAN & KETCHIKAN PUBLI
N/Afalse
KETCHIKAN GATEWAY BOROUGH
N/Afalse
KODIAK ISLAND BOROUGH
N/Afalse
KODIAK ELECTRIC ASSOCIATION INC
N/Afalse
MATANUSKA ELECTRIC ASSOCIATION
N/Afalse
MATANUSKA TELEPHONE ASSOCIATION
N/Afalse
NAKNEK ELECTRIC ASSOC INC
N/Afalse
SOUTHEAST AK POWER AGENCY (SEAPA)
N/Afalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Direct Controlling NADirectControllingNACdDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
PACIFIC PILE & MARINE
N/Afalsefalse
SHAMBAUGH & SON LP
N/Afalsefalse

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (82 entries)

Business Name Line2RelatedOrganizationName/BusinessNameLine2TxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdEntity TypeEntityTypeTxt
AT & T ALASCOM
0360N/Afalse
ALASKA DIRECTIONAL LLC
0398N/Afalse
ALASKA ELECTRIC LLC
0440N/Afalse
ALASKA ELECTRIC & CONTROL
0447N/Afalse
ALASKA ELECTRICAL LIGHT & POWER CO
0455N/Afalse
ALASKA COMMUNICATIONS SYSTEMS
0671N/Afalse600 TELEPHONE AVE MS 15ANCHORAGEAK99503911921377TELECOMMUNAKC CORP
ALASKA LINEBUILDERS LLC
0725N/Afalse
ALASKA POWER & COMMUNICATIONS SVCS
0733N/Afalse
ALASKA ROAD BORING COMPANY
0740N/Afalse
ALASKA INTEGRATED SERVICES
0748N/Afalse
ALASKA PRIME POWER
0755N/Afalse
ALCAN ELECTRICAL ENGINEERING INC
0845N/Afalse
ALEUT GLOBAL SOLUTIONS LLC
0920N/Afalse
AMEE BAY LLC
1037N/Afalse
ALL WIRE ELECTRIC LLC
1070N/Afalse
ARCTIC ELECTRIC INC
1190N/Afalse
ARCTIC SLOPE TECHNICAL SERVICES INC
1197N/Afalse
ASPLUNDH TREE EXPERT CO
1293N/Afalse
B & B ELECTRIC INC
1437N/Afalse
BLACK & VEATCH
1586N/Afalse
C2C ELECTRIC
1735N/Afalse
CARLOS TREE SERVICE INC
1740N/Afalse
CHATHAM ELECTRIC INC
1840N/AfalsePO BOX 34977JUNEAUAK99803920169545CONTRACTORAKC CORP
CHENEGA COMMERCIAL LEASING
1903N/Afalse
C&B CONSTRUCTION
2190N/Afalse
CITY ELECTRIC INC
2275N/Afalse
CONTROL CONTRACTORS INC
2850N/Afalse
DOYON INDUSTRIAL GROUP
3400N/Afalse
DOYON UTILITIES LLC
3457N/Afalse
EAGLE WOLF ELECTRIC INC
3481N/Afalse
ELECTRIC POWER CONSTRUCTORS INC
3558N/Afalse
EVER ELECTRIC INC
3611N/Afalse
ENDEAVOR ELECTRIC INC
3632N/Afalse
5150 GLOBAL SOLUTIONS
3851N/Afalse
FIRST CITY ELECTRIC INC
3885N/Afalse
FRONTIER DIRECTIONAL DRILLING
4000N/Afalse
FULLFORD ELECTRIC INC
4110N/Afalse303 E VAN HORN RDFAIRBANKSAK99701920099751CONTRACTORAKC CORP
GOLDEN HEART UTILITIES
4416N/Afalse
GMW FIRE PROTECTION INC
4483N/Afalse
GRASLE & ASSOCIATES INC
4680N/Afalse
INDUSTRIAL ENGINEERING LLC
4900N/Afalse
NEW HORIZONS TELECOM INC
4992N/Afalse
HOT WIRE LLC
5045N/Afalse
HOUSTON CONTRACTING CO
5099N/Afalse
INTEGRITY NETWORK INC
5190N/Afalse
JADE ELECTRIC
5496N/Afalse
KACHEMAK ELECTRIC CO INC
5610N/Afalse
LOWERY ELECTRIC
5950N/Afalse
LIBERTY ELECTRIC INC
6173N/Afalse
LOCAL ELECTRIC INC
6179N/Afalse
LIGHTING PROTECTION SYSTEMS
6198N/Afalse
M J ELECTRIC LLC
6206N/Afalse
MAD MAX DRILLING
6328N/Afalse
MICHELS CONSTRUCTION
6616N/Afalse
MOTOR CITY ELECTRIC CO
6670N/Afalse
MORLEY ELECTRIC INC
6760N/Afalse
NAES POWER CONTRACTORS INC
6880N/Afalse
NORCON INC
6998N/Afalse
NORTHERN POWERLINE CONSTRUCTORS INC
7075N/Afalse7941 SANDLEWOOD PLACEANCHORAGEAK99507510562465CONTRACTORAKC CORP
NPC ENERGY SERVICES LLC
7096N/Afalse
PTP MANAGEMENT INC
7400N/Afalse
POWER SOURCE TELECOM INC
7692N/Afalse
ARCTEC ALASKA
7887N/Afalse
RANCO ELECTRIC
7917N/Afalse
ROBINSON BROTHERS CONSTRUCTION
8010N/Afalse
SANDPIPER TELECOM LLC
8140N/Afalse
SAUER ELECTRIC INC
8190N/Afalse
STEELHEAD ELECTRIC COMPANY
8620N/Afalse
STURGEON ELECTRIC COMPANY
8630N/Afalse
SOUND ELECTRIC
8730N/Afalse
SOUTHEAST ELECTRIC LLC
8901N/Afalse
TEC ELECTIC INC
8920N/Afalse
SUPERIOR PLUMBING & HEATING
9012N/Afalse
STAR ELECTRIC INC
9078N/Afalse
TEMPTEL INC
9141N/Afalse
WESTWARD SEAFOODS INC
9378N/Afalse
WOLVERINE SERVICES LLC
9408N/Afalse
WORLD TECHNICAL SERVICES INC
9411N/Afalse
WOLF CREEK FEDERAL SERVICES
9413N/Afalse
WELLS GLOBAL WEST
9415N/Afalse
WIRED AK LLC
9450N/Afalse
YUKON ELECTRIC INC
9581N/Afalse718 W 53RD AVENUEANCHORAGEAK99518920168545CONTRACTORAKC CORP
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

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