Civic Intelligence

Alaska Public Service Employees

EIN 51-0200917 • 501(c)9 • Anchorage, AK

Profile

To provide health and welfare benefits to qualified particpants of the plan

2510 Arctic BlvdAnchorage, AK 99503-2515

local71.com/BENEFITS

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

68th percentile

0.14x

Higher debt load relative to assets than 68% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2025

Liabilities / Revenue

77th percentile

0.22x

Higher debt load relative to revenue than 77% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2025

Net Margin

39th percentile

0.8%

Higher net margin than 39% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2025

Top Officer Pay

74th percentile

$235,111

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

501(c)9 • $50M-$100M nonprofits • Source year 2025

Asset Growth

38th percentile

3.4%

Faster asset growth than 38% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2024 to 2025

Revenue Growth

26th percentile

0.3%

Faster revenue growth than 26% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2024 to 2025

Assets

Up

$57,421,117

Up $1,873,273 (+3.4%) from 2024

Liabilities

Up

$7,821,758

Up $2,761,756 (+55%) from 2024

Net Assets

Down

$49,599,359

Down $888,483 (-1.8%) from 2024

Revenue

Up

$35,570,010

Up $123,143 (+0.3%) from 2024

Expenses

Down

$35,281,915

Down $349,791 (-1.0%) from 2024

Net Income

Up

$288,095

Up $472,934 (+256%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2010: $12,306,259Liabilities 2010: $4,528,194Net Assets 2010: $7,778,0652010Assets 2011: $14,832,380Liabilities 2011: $4,336,185Net Assets 2011: $10,496,1952011Assets 2012: $19,531,578Liabilities 2012: $5,881,742Net Assets 2012: $13,649,8362012Assets 2013: $20,322,742Liabilities 2013: $5,772,267Net Assets 2013: $14,550,4752013Assets 2014: $27,124,359Liabilities 2014: $7,237,146Net Assets 2014: $19,887,2132014Assets 2015: $32,350,913Liabilities 2015: $11,075,900Net Assets 2015: $21,275,0132015Assets 2016: $29,479,806Liabilities 2016: $7,381,214Net Assets 2016: $22,098,5922016Assets 2017: $30,006,653Liabilities 2017: $6,301,046Net Assets 2017: $23,705,6072017Assets 2018: $34,448,649Liabilities 2018: $8,576,298Net Assets 2018: $25,872,3512018Assets 2019: $39,768,550Liabilities 2019: $8,047,686Net Assets 2019: $31,720,8642019Assets 2020: $40,528,567Liabilities 2020: $6,220,557Net Assets 2020: $34,308,0102020Assets 2021: $50,243,566Liabilities 2021: $7,262,246Net Assets 2021: $42,981,3202021Assets 2022: $50,903,786Liabilities 2022: $7,203,790Net Assets 2022: $43,699,9962022Assets 2023: $54,887,764Liabilities 2023: $8,903,611Net Assets 2023: $45,984,1532023Assets 2024: $55,547,844Liabilities 2024: $5,060,002Net Assets 2024: $50,487,8422024Assets 2025: $57,421,117Liabilities 2025: $7,821,758Net Assets 2025: $49,599,3592025

Highlighted filing

2025

Assets$57,421,117
Liabilities$7,821,758
Net Assets$49,599,359

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$30M$20M$10M$0-$10MExpenses 2010: $27,493,7642010Expenses 2011: $28,108,2042011Expenses 2012: $29,397,2992012Revenue 2013: $35,417,356Expenses 2013: $34,145,275Net Income 2013: $1,272,0812013Revenue 2014: $37,016,107Expenses 2014: $31,931,381Net Income 2014: $5,084,7262014Revenue 2015: $38,274,170Expenses 2015: $37,032,569Net Income 2015: $1,241,6012015Revenue 2016: $37,135,682Expenses 2016: $35,789,010Net Income 2016: $1,346,6722016Revenue 2017: $37,835,174Expenses 2017: $36,410,619Net Income 2017: $1,424,5552017Revenue 2018: $38,789,968Expenses 2018: $36,269,924Net Income 2018: $2,520,0442018Revenue 2019: $39,457,346Expenses 2019: $34,025,348Net Income 2019: $5,431,9982019Revenue 2020: $37,554,602Expenses 2020: $34,031,845Net Income 2020: $3,522,7572020Revenue 2021: $37,114,395Expenses 2021: $30,761,782Net Income 2021: $6,352,6132021Revenue 2022: $35,793,755Expenses 2022: $32,125,022Net Income 2022: $3,668,7332022Revenue 2023: $34,903,641Expenses 2023: $30,437,905Net Income 2023: $4,465,7362023Revenue 2024: $35,446,867Expenses 2024: $35,631,706Net Income 2024: -$184,8392024Revenue 2025: $35,570,010Expenses 2025: $35,281,915Net Income 2025: $288,0952025

Highlighted filing

2025

Revenue$35,570,010
Expenses$35,281,915
Net Income$288,095

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$57.4$7.82$49.6$35.6$35.3$0.29
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.5$5.06$50.5$35.4$35.6$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.9$8.90$46.0$34.9$30.4$4.47
2022Detailed filing. Detailed filing data is available for this year.$50.9$7.20$43.7$35.8$32.1$3.67
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.2$7.26$43.0$37.1$30.8$6.35
2020Detailed filing. Detailed filing data is available for this year.$40.5$6.22$34.3$37.6$34.0$3.52
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.8$8.05$31.7$39.5$34.0$5.43
2018Detailed filing. Detailed filing data is available for this year.$34.4$8.58$25.9$38.8$36.3$2.52
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.0$6.30$23.7$37.8$36.4$1.42
2016Detailed filing. Detailed filing data is available for this year.$29.5$7.38$22.1$37.1$35.8$1.35
2015Detailed filing. Detailed filing data is available for this year.$32.4$11.1$21.3$38.3$37.0$1.24
2014Detailed filing. Detailed filing data is available for this year.$27.1$7.24$19.9$37.0$31.9$5.08
2013Summary only. Only limited summary data is available for this year.$20.3$5.77$14.6$35.4$34.1$1.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.5$5.88$13.6$29.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.8$4.34$10.5$28.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.3$4.53$7.78$27.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Mar 9, 2026
Return Version
2024v5.5
Gross Receipts
$45,079,010
Mission and Program Overview

Mission

To provide health and welfare benefits to qualified participants of the plan.

To provide health and welfare benefits to qualified participants as specified in the plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$48,152,086$49,599,359▲ $1,447,273
Investments in Publicly Traded Securities$35,965,226$43,800,554▲ $7,835,328
Cash and Non-Interest-Bearing Accounts$9,501,730$7,152,238▼ $2,349,492
Savings and Temporary Cash Investments$8,799,215$4,940,997▼ $3,858,218
Accounts Receivable$1,260,936$1,505,364▲ $244,428
Prepaid Expenses and Deferred Charges$18,505$20,803▲ $2,298
Land, Buildings, and Equipment, Net$2,232$1,161▼ $1,071
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$55,547,844$57,421,117▲ $1,873,273
Liabilities
Other Liabilities$4,757,001$7,501,912▲ $2,744,911
Accounts Payable and Accrued Expenses$303,001$319,846▲ $16,845
Total Liabilities$7,395,758$7,821,758▲ $426,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$48,152,086$49,599,359▲ $1,447,273
Total Liabilities and Net Assets / Fund Balance$55,547,844$57,421,117▲ $1,873,273

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,161$37,896$39,057
Compensation and Service Providers

Employees

NameTitleOtherTotal
Kyle PerryTrustee (outgoing)$112,134$112,134

Board Members and Trustees

NameTitle
William MeersChairman
Jordan AdamsChairman (outgoing)
Desiree WilsonTrustee
Kristina RocheTrustee
Merrill RiceTrustee
Tracy SmithTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Zenith American Solutions INCAdministration Services11724 NE 195TH STREET SUITE 300, Bothell, WA 98011$558,160
Aetna INCClaims Admin Services600 UNION STREET SUITE 810, Seattle, WA 98101$285,582
TranscarentClaims Admin Services4700 S SYRACUSE STREET SUITE 900, Denver, CO 80237$114,857
RenalogicClaims Admin Services223 W JACKSON BLVD SUITE 604, Chicago, IL 60606$101,250
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$33,873,809
Investment Income
$1,676,799
Other Revenue
$19,402
Change in Net Assets
$288,095

Audited Revenue Reconciliation

Revenue per Audited Statements
$35,428,775
Revenue Not Reported on Financial Statements
$141,235
Revenue Not Reported on Form 990
$1,489,569
Total Revenue per Audited Statements
$36,918,344
Total Revenue per Form 990
$35,570,010
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,368,242
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$30,913,673
Fees for Services Management---$940,140
Office Expenses---$162,994
Fees for Service Investment Mgmnt Fees---$141,235
Fees for Services Other---$138,488
Fees for Services Legal---$65,718
Insurance---$45,246
Conferences and Meetings---$42,909
Fees for Services Accounting---$30,345
Travel---$26,796
Occupancy---$12,000
Other Expenses---$7,761
Depreciation Depletion---$1,071
Total Functional Expenses$0$0$0$35,281,915

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$35,281,915
Expenses per Audited Statements$35,140,680
Total Expenses per Audited Statements$35,140,680
Expenses Not Reported on Financial Statements$141,235
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Claims Incurred But Not Reported$5,638,500
Claims Payable$1,520,335
Due to Related Party$302,877
Premiums Payable$40,200
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Zenith american solutions serves as the third party administrator of the plan and handles day to day management.

Form 990, Part VI, Section A, Line 8B

The governing body has not delegated broad authority to any committees.

Form 990, Part VI, Section B, Line 11B

A copy of the form 990 is provided to the full board of trusteees for review and discussion prior to filing.

Form 990, Part VI, Section B, Line 12C

The trust attoney obtains written responses from trustees to determine any issues with respect to conflict of interest. Any person that is determined to have a conflict of interest is excluded in the voting process regarding decisions involving the transaction or related party trigerring the conflict of interest.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon written request.

Form 990, Part VII, Section A, Line 6

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 internal revenue service by the related tax-exempt organization. If you would like additional information, please contact the plan administrator.

Filing and Contact Details

Filer

Filer Name
Alaska Public Service Employees
EIN
51-0200917
Phone
9072767611
Address
2510 ARCTIC BLVD, ANCHORAGE, AK 99503-2515

Signing Officer

Name
William Meers
Title
Chairman
Phone
9072767611
Signed
2026-03-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Meers
Formed
1976
Legal Domicile
Ak
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
5

Preparer

Firm
Anastasi Moore & Martin Pllc
Address
9 S WASHINGTON ST STE 600, SPOKANE, WA 99201
Preparer
Christi Jones CPA
Phone
5093230272
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in benefit obligations -330,391.

Financial Statement Notes

PART X, LINE 2:

The trust established under the plan to hold the plan's assets is qualified pursuant to the appropriate section of the irc and, accordingly, the trust's net investment income is exempt from income taxes. The plan obtained its latest determination letter on march 19, 2002, in which the internal revenue service (irs) stated that the plan, as designed, was in compliance with the applicable requirements of the irc. The plan has been amended since receiving the determination letter. However, the plan administrator and the plan's tax counsel believe that the plan is designed and is currently being operated in compliance with the applicable requirements of the irc. 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 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 april 30, 2025, there are no uncertain positions taken or expected to be taken that would require recognition of the liability (or asset) or disclosure in the financial statements. 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.

Raw XML AppendixShowing 400 of 483 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0303001
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0319846
IRS990/AccountsReceivableGrp/BOYAmt01260936
IRS990/AccountsReceivableGrp/EOYAmt01505364
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO QUALIFIED PARTICIPANTS AS SPECIFIED IN THE PLAN.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BenefitsToMembersGrp/TotalAmt030913673
IRS990/BooksInCareOfDetail/PersonNm0ZENITH AMERICAN SOLUTIONS INC
IRS990/BooksInCareOfDetail/PhoneNum02062824100
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt011724 NE 195TH STREET SUITE 300
IRS990/BooksInCareOfDetail/USAddress/CityNm0BOTHELL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd098011
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt09501730
IRS990/CashNonInterestBearingGrp/EOYAmt07152238
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt04
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt042909
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0558160
IRS990/ContractorCompensationGrp/CompensationAmt1285582
IRS990/ContractorCompensationGrp/CompensationAmt2114857
IRS990/ContractorCompensationGrp/CompensationAmt3101250
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt011724 NE 195TH STREET SUITE 300
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1600 UNION STREET SUITE 810
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt24700 S SYRACUSE STREET SUITE 900
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0BOTHELL
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2DENVER
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3CHICAGO
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1WA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2CO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd098011
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd198101
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd360606
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1AETNA INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2TRANSCARENT
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3RENALOGIC
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATION SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc1CLAIMS ADMIN SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc2CLAIMS ADMIN SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc3CLAIMS ADMIN SERVICES
IRS990/CreditCounselingInd00
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IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01676799
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IRS990/CYTotalExpensesAmt035281915
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt035570010
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/TotalAmt01071
IRS990/Desc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO QUALIFIED PARTICIPANTS AS SPECIFIED IN THE PLAN.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
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IRS990/DonorAdvisedFundInd00
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IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt030345
IRS990/FeesForServicesLegalGrp/TotalAmt065718
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IRS990/FeesForServicesOtherGrp/TotalAmt0138488
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0141235
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt636526
IRS990/Form990PartVIISectionAGrp/PersonNm0WILLIAM MEERS
IRS990/Form990PartVIISectionAGrp/PersonNm1JORDAN ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm2DESIREE WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm3KRISTINA ROCHE
IRS990/Form990PartVIISectionAGrp/PersonNm4TRACY SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm5MERRILL RICE
IRS990/Form990PartVIISectionAGrp/PersonNm6KYLE PERRY
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt675608
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN (OUTGOING)
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE (OUTGOING)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01976
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0184801
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt09693801
IRS990/GrossReceiptsAmt045079010
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/TotalAmt045246
IRS990/InvestmentIncomeGrp/ExclusionAmt01491998
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01491998
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt035965226
IRS990/InvestmentsPubTradedSecGrp/EOYAmt043800554
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt037896
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02232
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01161
IRS990/LandBldgEquipCostOrOtherBssAmt039057
IRS990/LegalDomicileStateCd0AK
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt09509000
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO QUALIFIED PARTICIPANTS OF THE PLAN.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt048152086
IRS990/NetAssetsOrFundBalancesEOYAmt049599359
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0184801
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0184801
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01489569
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt012000
IRS990/OfficeExpensesGrp/TotalAmt0162994
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-330391
IRS990/OtherExpensesGrp/Desc0PPO & MANAGED CARE FEES
IRS990/OtherExpensesGrp/Desc1AETNA ADMIN FEE
IRS990/OtherExpensesGrp/Desc2AK VACCINE ASSESSMENT
IRS990/OtherExpensesGrp/Desc3PCORI FEES
IRS990/OtherExpensesGrp/TotalAmt02190456
IRS990/OtherExpensesGrp/TotalAmt1430106
IRS990/OtherExpensesGrp/TotalAmt2132977
IRS990/OtherExpensesGrp/TotalAmt37761
IRS990/OtherLiabilitiesGrp/BOYAmt04757001
IRS990/OtherLiabilitiesGrp/EOYAmt07501912
IRS990/OtherRevenueMiscGrp/BusinessCd0525100
IRS990/OtherRevenueMiscGrp/Desc0SUBROGATION SETTLEMENT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt019402
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt019402
IRS990/OtherRevenueTotalAmt019402
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt018505
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt020803
IRS990/PrincipalOfficerNm0WILLIAM MEERS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/BusinessCd2525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2COBRA
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt030224602
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13639516
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt29691
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt030224602
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13639516
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt29691
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt031245399
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01785550
IRS990/PYOtherExpensesAmt04386307
IRS990/PYOtherRevenueAmt045674
IRS990/PYProgramServiceRevenueAmt033615643
IRS990/PYRevenuesLessExpensesAmt0-184839
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt035631706
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt035446867
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0288095
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt048152086
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt049599359
IRS990/SavingsAndTempCashInvstGrp/BOYAmt08799215
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04940997
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt01161
IRS990ScheduleD/EquipmentGrp/DepreciationAmt037896
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt039057
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0141235
IRS990ScheduleD/ExpensesSubtotalAmt035140680
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0141235
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0141235
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01489569
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01520335
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt15638500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt240200
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3302877
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CLAIMS INCURRED BUT NOT REPORTED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PREMIUMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3DUE TO RELATED PARTY
IRS990ScheduleD/RevenueNotReportedAmt01489569
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0141235
IRS990ScheduleD/RevenueSubtotalAmt035428775
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS QUALIFIED PURSUANT TO THE APPROPRIATE SECTION OF THE IRC AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE PLAN OBTAINED ITS LATEST DETERMINATION LETTER ON MARCH 19, 2002, IN WHICH THE INTERNAL REVENUE SERVICE (IRS) STATED THAT THE PLAN, AS DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR AND THE PLAN'S TAX COUNSEL BELIEVE THAT THE PLAN IS DESIGNED AND IS CURRENTLY BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. 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 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 APRIL 30, 2025, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF THE LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01161
IRS990ScheduleD/TotalExpensesPerForm990Amt035281915
IRS990ScheduleD/TotalLiabilityAmt07501912
IRS990ScheduleD/TotalRevenuePerForm990Amt035570010
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt036918344
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt035140680
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0157990
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1123206
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt053716
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt141890
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt017655
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt120865
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt05750
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt15500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JORDAN ADAMS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1WILLIAM MEERS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CHAIRMAN (OUTGOING)
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CHAIRMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0235111
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1191461
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ZENITH AMERICAN SOLUTIONS SERVES AS THE THIRD PARTY ADMINISTRATOR OF THE PLAN AND HANDLES DAY TO DAY MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING BODY HAS NOT DELEGATED BROAD AUTHORITY TO ANY COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE FORM 990 IS PROVIDED TO THE FULL BOARD OF TRUSTEEES FOR REVIEW AND DISCUSSION PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUST ATTONEY OBTAINS WRITTEN RESPONSES FROM TRUSTEES TO DETERMINE ANY ISSUES WITH RESPECT TO CONFLICT OF INTEREST. ANY PERSON THAT IS DETERMINED TO HAVE A CONFLICT OF INTEREST IS EXCLUDED IN THE VOTING PROCESS REGARDING DECISIONS INVOLVING THE TRANSACTION OR RELATED PARTY TRIGERRING THE CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRUSTEES 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 INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE PLAN ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CHANGE IN BENEFIT OBLIGATIONS -330,391.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VII, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0STATE OF ALASKA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1PUBLIC EMPLOYEES LOCAL 71
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2MUNICIPALITY OF ANCHORAGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3HAINES BOROUGH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4ANCHORAGE SCHOOL DISTRICT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0920047054
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1AK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2AK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3AK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd4AK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt4CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02510 ARTIC BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ANCHORAGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd099503
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00

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