2025-11-13T11:26:47-05:00 2024-12-31 MILLER KAPLAN ARASE LLP 595 MARKET ST STE 920 SAN FRANCISCO CA 941052814 990 2024-01-01 930864012 INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL HEALTH BENEFIT TRUST % MICHAEL JOKELA INLA 5032240048 5608 17TH AVE NW 131 SEATTLE WA 98107 MATT HAINLEY TRUSTEE 5032240048 2025-11-12 true true Macgregor Waite P02007191 4159563600 2024 2025-03-06 01:10:19Z MATT HAINLEY 5608 17TH AVE NW 131 SEATTLE WA 98107 45767127 false X www.IBUBENEFITS.ORG X 1984 WA TO PROVIDE HEALTH AND WELFARE BENEFITS TO QUALIFIED PARTICIPANTS. 10 0 28 0 0 0 0 0 33903285 34955250 803577 1090433 14167 17565 34721029 36063248 0 0 31126229 28283482 0 0 0 0 0 1788867 1982104 32915096 30265586 1805933 5797662 53947148 60644733 15896393 14927261 38050755 45717472 X TO PROVIDE HEALTH AND WELFARE BENEFITS TO QUALIFIED PARTICIPANTS. false false TO PROVIDE HEALTH AND WELFARE BENEFITS TO QUALIFIED PARTICIPANTS. false false false false false false false false false false false false false true true true false false false false false false false false false false false false false false false false false false false false false false false false true false false true 705 0 true 28 true false false false false false false false false X 10 0 false true false false false false false true false false false true true true true false false false false false X MICHAEL JOKELA 5032240048 5331 S MACADAM AVE 220 PORTLAND OR 97239 X MARINA V SECCHITANO Trustee 0.5 0.0 X 0 0 0 ROBBIE ROBISON TRUSTEE 0.5 0.0 X 0 0 0 PALANI SIMON TRUSTEE 0.5 0.0 X 0 0 0 CRIS SOGLIUZZO TRUSTEE 0.5 0.0 X 0 0 0 MATT HAINLEY TRUSTEE 0.5 0.0 X 0 0 0 BRIAN DODGE TRUSTEE 0.5 0.0 X 0 0 0 DAN LOWRY TRUSTEE 0.5 0.0 X 0 0 0 PATRICK MURPHY TRUSTEE 0.5 0.0 X 0 0 0 ROBERT ESTRADA TRUSTEE 0.5 0.0 X 0 0 0 LAURA ROSENBURG TRUSTEE 0.5 0.0 X 0 0 0 0 0 0 0 false false false BENESYS PMB 116 5331 S MACADAM AVE 258 PORTLAND OR 97239 Administration 765867 FERGUSON WELLMAN CAPITAL MANAGEMENT 888 SW 5th Ave PORTLAND OR 97204 INVESTMENT 137638 PREMERA BLUECROSS 7001 220TH ST SW BLDG 1 MOUNTLAKE TERRACE WA 98043 CLAIMS ADMIN 390523 3 0 EMPLOYER CONTRIBUTIONS 900099 34786628 34786628 0 0 PARTICIPANT CONTRIBUTIONS 900099 168622 168622 0 0 34955250 1215662 0 0 1215662 0 0 0 0 0 9578650 9703879 -125229 -125229 0 0 -125229 0 0 0 0 0 0 0 0 0 OTHER INCOME 900099 17565 17565 0 0 17565 36063248 34972815 0 1090433 0 0 0 28283482 0 0 0 0 0 0 1382505 15504 57150 0 0 137638 193606 0 77489 0 0 0 0 0 15721 0 0 0 31889 BANK SERVICE CHARGES 62822 PCORI 7780 30265586 7972894 405362 0 10571489 0 0 5275360 6185941 0 0 0 0 0 0 0 0 49645 43704 0 0 40647911 43438200 0 0 0 0 0 0 1338 37 53947148 60644733 436300 766788 0 0 0 0 0 0 0 0 0 0 0 0 0 0 15460093 14160473 15896393 14927261 X 0 0 0 0 38050755 45717472 38050755 45717472 53947148 60644733 5797662 1869055 X X false true X true 0 BENEFIT OBLIGATIONS 14160473 14160473 X 37794665 1869055 1869055 35925610 137638 137638 36063248 30984944 30984944 137638 -856996 -719358 30265586 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN'S BOARD OF TRUSTEES 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 BE SUSTAINED UPON EXAMINATION BY THE IRS. 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: CHANGE IN BENEFIT OBLIGATIONS. PART VI, LINE 3: THE PLAN USES BENESYS, INC AS THE THIRD-PARTY ADMINSTRATOR, WHO OVERSEES ALL THE DAY TO DAY OPERATIONS. PART VI, LINE 8B: THE GOVERNING BODY DID NOT DELEGATE AUTHORITY TO A COMMITTEE TO ACT ON BEHALF OF THE GOVERNING BODY. PART VI, LINE 11B: THE BOARD OF TRUSTEES REVIEWS A DRAFT OF THE FORM 990 BEFORE IT IS FILED. PART VI, LINE 12C: THE TRUSTEES ARE REQUIRED TO DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS CONCERNINGS ACTUAL OR PROBABLE CONFLICTS OF INTEREST TO THE BOARD. THE BOARD OF TRUSTEES REVIEW AND UPDATE THE POLICY AS NECESSARY. ANY NEW TRUSTEES ARE PROVIDED A COPY AS PART OF THEIR ORIENTATION REGARDING DUTIES AND RESPONSIBILITIES AS A TRUSTEE. PART VI, LINE 15: THE TRUST DOES NOT HAVE A COMPENSATED CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT OFFICIAL. THE TRUST DOES REGULARLY REVIEW THE COMPENSATION TO ITS SERVICE PROVIDERS DURING THEIR BOARD MEETINGS. PART VI, LINE 19: THE PLAN DOCUMENT, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PARTICPANTS AND PUBLIC UPON REQUEST. PART VII, LINE 1A - COLUMN (E): TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED TAX-EXEMPT ORGANIZATIONS IS REPORTED ON FORM 990 FILED WITH THE IRS BY RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE PLAN ADMINISTRATOR. PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED FROM PRIOR YEARS. IBU OF THE PACIFIC MARINE DIV OF ILWU 5215 BALLARD AVE NW SEATTLE WA 98107 237302174 501(C)(5) false false false false false false false false false false false false false false false false false false false false SCHEDULE R - IDENTIFICATION OF RELATED ORGANIZATION: THE FILING ORGANIZATION IS A TAFTHARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF DECEMBER 31, 2024, THERE ARE APPROXIMATELY 24 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES, AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (DISREGARDED ENTITY, TAX-EXEMPT ORGANIZATION, PARTNERSHIP, TAXABLE CORPORATION OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATION OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. IB1032 ALASKA NAUTICAL SVCS, LLC IB1150 BLACK BALL TRANSPORT, INC IB6080 BLUE AND GOLD FLEET IB1160 BRIX MARITIME CORP (FOSS) IB1460 BRUSCO TUG & BARGE INC IB1031 CONNOLLY PACIFIC CO IB1290 CROWLEY MARINE SERVICES IB1090 DUNLAP TOWING CO. IB1100 FOSS MARITIME COMPANY IB1340 GEORGIA PACIFIC IB6040 GOLDEN GATE BRIDGE & HWY IB1180 MANSON CONST & ENGINEERIN IB1200 PROP SF LLC IB1270 PUGET SOUND PILOTS IB1451 RED & WHITE FLEET IB1273 SADDLE MOUNTAIN, INC IB1300 SAUSE BROS. INC IB1201 STAX ENGINEERING IB1320 TIDEWATER BARGE LINES IB1541 WESTOIL MARINE SERVICES IB6070 YOUNG BROTHERS.