2013-02-11T14:29:13-06:00 2012-05-31 410746749 CLIFTONLARSONALLEN LLP 3000 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2011-06-01 826030679 IDAHO PIPE TRADES TRUST IDAH 2082881610 575 NO RALSTIN SUITE B MERIDIAN ID 83642 WILLIAM MAGNUSON 2083627816 2013-02-11 1 KENNETH L CLENIN CPA P00006300 4252506100 2013-01-25 2011 2016-03-07 17:11:31Z WILLIAM MAGNUSON 575 NO RALSTIN SUITE B MERIDIAN ID 83642 6311639 0 X N/A X 1967 ID TO PROVIDE H&W BENEFITS. 6 6 6 0 6226359 0 0 0 5884000 6226359 118093 85280 0 0 6002093 6311639 0 0 6588788 4777281 37357 221837 0 0 0 480055 350833 7106200 5349951 -1104107 961688 6351001 6601302 2989555 2294163 3361446 4307139 TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS. 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS. 0 0 0 0 0 0 0 0 0 1 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 0 1 613 0 1 6 1 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 ID X IDAHO PIPE TRADES TRUST 2082881610 575 NO RALSTIN SUITE B MERIDIAN ID 83642 X MICHAEL BREED 1.00 X 0 0 0 WILLIAM MAGNUSON 1.00 X X 0 0 0 MELVIN CROMWELL 1.00 X 0 0 0 MIKE BATTEN 1.00 X 0 0 0 TERESA PAIGE 1.00 X 0 0 0 RODNEY CLAY 1.00 X X 0 0 0 0 0 0 0 0 0 0 MILLIMAN 950 W BANNOCK STREET BOISE ID 83702 CONSULTING 159726 1 EMPLOYER CONTRI. - NET 525100 4298622 4298622 RECIPROCAL CONTRIBUTIO 525100 1110325 1110325 SELF-PAY CONTRIBUTIONS 525100 704354 704354 SPECIAL AGREEMENT 525100 110789 110789 MISCELLANEOUS 525100 2269 2269 6226359 85280 85280 6311639 0 6226359 85280 4777281 157680 22784 28353 13020 82065 15892 178520 44684 7920 4859 294 11955 MISCELLANEOUS 3591 UA RECIPROCAL PROGRAM 735 DUES 318 5349951 96497 57331 377336 792032 137148 67761 507796 868554 0 14518 35372 35372 294 0 5231930 4801106 6351001 6601302 104555 141163 2885000 2153000 2989555 2294163 X 0 0 0 0 3361446 4307139 3361446 4307139 6351001 6601302 X 961688 -15995 X X 0 1 1 X 0 35372 35372 0 0 MUTUAL FUND 4801106 F 4801106 ESTIMATED LIABILITY FOR FUTURE ELIGIBILITY 1625000 CLAIMS INCURRED BUT NOT REPORTED 482000 CLAIMS PAYABLE 46000 2153000 6311639 5349951 961688 -15995 -15995 945693 6294601 -15995 -15995 6310596 1043 1043 6311639 6091802 0 6091802 1043 -742894 -741851 5349951 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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 MAY 31, 2012 AND 2011, 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 2008. PART XIII, LINE 4B - OTHER ADJUSTMENTS: DECREASE IN AMOUNTS DUE INSURANCE COMPANIES -10,894. CHANGE IN CLAIMS PAYABLE AND IBNR -157,000. CHANGE IN ESTIMATED LIABILITY FOR FUTURE ELIGIBILITY -575,000. FORM 990, PART VI, SECTION B, LINE 11 REVIEWED BY THE GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES ARE REQUIRED TO ANNUALLY PROVIDE A WRITTEN STATEMENT THAT THEY ARE NOT AWARE OF ANY CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE ON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS -15,995. TOTAL TO FORM 990, PART XI, LINE 5: -15,995. OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR FORM 990, PART XII, FINANCIAL STATEMENTS AND REPORTING, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR IDAHO PLUMBERS AND PIPEFITTERS PENSION PLAN 575 N RALSTIN ST SUITE B MERIDIAN ID 83642 826010346 PENSION BENEFIT PLAN ID 1.401-1(B)3 0 PLUMBERS & PIPEFITTERS LOCAL 648 456 N ARTHUR SUITE 4 POCATELLO ID 83204 821965790 UNION HIRING HALL ID 501(C)(5) 0 LOCAL UNION 296 575 N RALSTIN ST SUITE A MERIDIAN ID 83642 820198631 UNION ID 501(C)(5) 0 ORION MECHANICAL AND INDUSTRIAL LLC PO BOX 2282 POCATELLO ID 83206 275272203 PIPEFITTING AND IRONWORK ID 0 0 SHOMBAUGH & SON LP 7614 OPPORTUNITY DR FORT WAYNE IN 46825 350965417 MECHANICAL CONTRACTOR IN N/A CH2M - WG IDAHO LLC 1580 SAWTELLE ST IDAHO FALLS ID 83402 050607601 CLEANUP CONTRACTOR ID C ACCO ENGINEERED SYSTEMS 6265 SAN FERNANDO ROAD GLENDALE CA 91201 951625123 HVAC CONTRUCTION CA C ADVANCED PLUMBING & MECHANICAL INC PO BOX 249 RIGBY ID 83442 820527942 PLUMBING SERVICE ID S CARRIER CORPORATION UTC BUILDING ONE FINANCIAL PLAZA HARTFORD CT 06101 060991716 R&D, MANUFACTURING & SALES OF HVAC PRODUCTS DE UNITED TECHNOLOGIES CORP C GEM STATE MECHANICAL INC PO BOX 1427 NAMPA ID 83653 205241174 PLUMBING/MECHANICAL PIPING CONTRACTOR ID S INTERMECH INC 3901 WEST POINT BLVD WINSTON SALEM NC 27103 561273573 MECHANICAL DESIGN - CONSTRUCTION NC EMCOR GROUP INC C JH KELLY LLC 820 THIRD AVE LONGVIEW WA 98632 911704136 MECHANICAL CONTRACTOR WA C JOHNSON CONTROLS 507 E MICHIGAN ST MILWAUKEE WI 53202 390380010 BUILDING EFFICIENCY WI C L&L MECHANICAL INC 556 W HWY 39 BLACKFOOT ID 83221 820460553 PLUMBING, PIPING, DUCTWORK, HVAC ID S PAIGE MECHANICAL GROUP INC PO BOX 170360 BOISE ID 83717 201923844 PLUMBING, PIPFITTING, HVAC SERVICE ID S PERMACOLD ENGINEERING INC 2945 NE ARGYLE ST PORTLAND OR 97211 931128369 PIPEFITTING OR C RM MECHANICAL INC 5993 W GOWON RD BOISE ID 83709 820375073 PLUMBING CONTRACTOR ID S TRANSLOGIC CORP 10825 E 47TH AVE DENVER CO 80239 840911610 PNEUMATIC TUBE MANUFACTURING & INSTALLATION DE C YMC INC 2975 E LANARK ST MERIDIAN ID 83642 820420466 INSTALLATION OF HVAC & PLUMBING SYSTEMS ID C 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0