Liabilities / Assets
84th percentile
Higher debt load relative to assets than 84% of similar nonprofits.
990 • Fiscal year 2017 • EIN 91-0630779
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
84th percentile
Higher debt load relative to assets than 84% of similar nonprofits.
Liabilities / Revenue
86th percentile
Higher debt load relative to revenue than 86% of similar nonprofits.
Net Margin
24th percentile
Higher net margin than 24% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
22nd percentile
Faster asset growth than 22% of similar nonprofits.
Revenue Growth
92nd percentile
Faster revenue growth than 92% of similar nonprofits.
Assets
Down$847,986
Down $70,139 (-7.6%) from 2016
Net Assets
Down$515,023
Down $61,691 (-11%) from 2016
Liabilities
Down$332,963
Down $8,448 (-2.5%) from 2016
Revenue
Up$1,259,463
Up $462,038 (+58%) from 2016
Expenses
Up$1,338,428
Up $138,764 (+12%) from 2016
Net Income
Up-$78,965
Up $323,274 (+80%) from 2016
To provide high quality, affordable employee benefits programs to participating trust employers.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $576,714 | $515,023 | ▼ $61,691 |
| Investments in Publicly Traded Securities | $411,542 | $428,816 | ▲ $17,274 |
| Savings and Temporary Cash Investments | $435,263 | $369,638 | ▼ $65,625 |
| Accounts Receivable | $58,551 | $37,825 | ▼ $20,726 |
| Prepaid Expenses and Deferred Charges | $12,769 | $11,707 | ▼ $1,062 |
| Cash and Non-Interest-Bearing Accounts | - | $0 | - |
| Other Notes and Loans Receivable, Net | - | $0 | - |
| Pledges and Grants Receivable | - | $0 | - |
| Receivable From Disqualified Prsn | - | $0 | - |
| Receivables From Officers Etc | - | $0 | - |
| Investments Other Securities | - | $0 | - |
| Investments Program Related | - | $0 | - |
| Land, Buildings, and Equipment, Net | - | $0 | - |
| Intangible Assets | - | $0 | - |
| Inventories for Sale or Use | - | $0 | - |
| Total Assets | $918,125 | $847,986 | ▼ $70,139 |
| Other Assets Total | - | $0 | - |
| Liabilities | |||
| Other Liabilities | $332,749 | $312,677 | ▼ $20,072 |
| Accounts Payable and Accrued Expenses | $8,662 | $20,286 | ▲ $11,624 |
| Total Liabilities | $341,411 | $332,963 | ▼ $8,448 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $576,714 | $515,023 | ▼ $61,691 |
| Total Liabilities and Net Assets / Fund Balance | $918,125 | $847,986 | ▼ $70,139 |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Gary Lamarche | Trustee | PT | $45,888 | $45,888 |
| Line Item | Amount |
|---|---|
| Other Expenses | $204,568 |
| Salaries, Compensation, and Employee Benefits | $45,888 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $1,087,972 |
| Fees for Services Other | - | - | - | $104,792 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $45,888 |
| Fees for Services Legal | - | - | - | $45,888 |
| Fees for Services Management | - | - | - | $22,518 |
| Insurance | - | - | - | $14,596 |
| Fees for Services Accounting | - | - | - | $13,441 |
| Office Expenses | - | - | - | $3,333 |
| Total Functional Expenses | $0 | $0 | $0 | $1,338,428 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $1,338,428 |
| Expenses per Audited Statements | $1,335,606 |
| Total Expenses per Audited Statements | $1,335,606 |
| Expenses Not Reported on Financial Statements | $2,822 |
| Other Expense Adjustments | $2,822 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Receivables from Disqualified Persons | - | $0 | - |
| Receivables from Officers, Directors, Trustees, and Key Employees | - | $0 | - |
| Liability | Amount |
|---|---|
| Cash held for medical premiums | $265,556 |
| Premiums Payable | $47,121 |
“The trust has contracted with benefit solutions, inc. To provide administrative services for the plan.”
“A copy of the trust's form 990 was provided to each voting member of the governing body of the trust prior to its filing with the irs. Prior to filing the form 990 with the irs, the organization's trustee reviewed the form 990 for accuracy and completeness.”
“The conflict of interest policy covers all persons defined under erisa as parties-in-interest. All parties-in-interest have a duty to disclose the existence or occurrence of a prohibited transaction as defined by erisa to the trustee by way of correspondence to the administrative agent. Also, in conjunction with the annual audit, the independent auditor has a duty to contact in writing all parties-in-interest inquiring of their knowledge or suspicion of any alleged prohibited transaction. All responses are required to be confirmed in writing to the auditor. The auditor is required to report by way of separate correspondence to the trustee any allegations of prohibited transaction(s). Upon receipt of information alleging a prohibited transaction, the trustee or such designated dis-interested advisor is required to immediately undertake an investigation and report. The investigation is to include a review of all applicable facts and documents, the specific provisions of erisa alleged to have been violated, and any applicable exemptions from prohibited transactions.”
“No other documents are available to the public.”
“The Plan obtained its latest tax exemption letter dated January 4, 1978, in which the Internal Revenue Service (IRS) stated the Plan qualified under section 501(c)(9) of the Internal Revenue Code (IRC) and, therefore, is not subject to tax under present income tax laws. The Plan has been amended since receiving the exemption letter. The Plan's administrator believes that the Plan is currently designed and being operated in compliance with the applicable requirements of the IRC. They believe that the Plan was qualified and the related trust was tax-exempt as of the financial statement date; therefore, no provision for income tax has been included in the Plan's financial statements.Accounting principles generally accepted in the United States of American 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 December 31, 2017 and 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.”
“benefit obligations at 12/31/2016 $-44299 benefit obligations at 12/31/2017 $47121”
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/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 8662 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 20286 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 58551 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 37825 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | TO PROVIDE HIGH QUALITY, AFFORDABLE EMPLOYEE BENEFITS PROGRAMS TO PARTICIPATING TRUST EMPLOYERS. |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 0 |
| IRS990/AllAffiliatesIncludedInd | 0 | false |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 0 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 1087972 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | Benefit Solutions Inc |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 4257717359 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 12121 Harbour Reach Drive |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Mukilteo |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 98275 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 0 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 45888 |
| IRS990/CompDisqualPersonsGrp/TotalAmt | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 1087972 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 26664 |
| IRS990/CYOtherExpensesAmt | 0 | 204568 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 1232799 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -78965 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 45888 |
| IRS990/CYTotalExpensesAmt | 0 | 1338428 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 1259463 |
| IRS990/DAFExcessBusinessHoldingsInd | 0 | false |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | true |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 0 |
| IRS990/Desc | 0 | PROVIDED DENTAL, VISION, LIFE INSURANCE AND AD&D BENEFITS FOR ELIGIBLE PARTICIPANTS. |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DistributionToDonorInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | false |
| IRS990/EscrowAccountInd | 0 | false |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 13441 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 45888 |
| IRS990/FeesForServicesLobbyingGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 22518 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 104792 |
| IRS990/FeesForServicesProfFundraising/TotalAmt | 0 | 0 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 0 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignGrantsGrp/TotalAmt | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 8.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | GARY LAMARCHE |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 45888 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Trustee |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/Form990TFiledInd | 0 | false |
| IRS990/FormationYr | 0 | 1953 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 1 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 1259463 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | true |
| IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 0 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 0 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 14596 |
| IRS990/IntangibleAssetsGrp/EOYAmt | 0 | 0 |
| IRS990/InterestGrp/TotalAmt | 0 | 0 |
| IRS990/InventoriesForSaleOrUseGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 26664 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 26664 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 411542 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 428816 |
| IRS990/InvestTaxExemptBondsInd | 0 | false |
| IRS990/IRPDocumentCnt | 0 | 7 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | WA |
| IRS990/LicensedMoreThanOneStateInd | 0 | false |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | TO PROVIDE HIGH QUALITY, AFFORDABLE EMPLOYEE BENEFITS PROGRAMS TO PARTICIPATING TRUST EMPLOYERS. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 576714 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 515023 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 17274 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/TotalAmt | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 3333 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OnBehalfOfIssuerInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OrgFiledInLieuOfForm1041Ind | 0 | false |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 0 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 332749 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 312677 |
| IRS990/OtherRevenueTotalAmt | 0 | 0 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 0 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 12769 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 11707 |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | Employee contributions |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | Employer contributions |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 10194 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 1222605 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 10194 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 1222605 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 1014459 |
| IRS990/PYInvestmentIncomeAmt | 0 | 49687 |
| IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt | 0 | 0 |
| IRS990/PYOtherExpensesAmt | 0 | 185205 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 747738 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -402239 |
| IRS990/PYTotalExpensesAmt | 0 | 1199664 |
| IRS990/PYTotalRevenueAmt | 0 | 797425 |
| IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt | 0 | 0 |
| IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -78965 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RoyaltiesGrp/TotalAmt | 0 | 0 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 576714 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 515023 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 435263 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 369638 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 2822 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 1335606 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 17274 |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | 2822 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 265556 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 47121 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | Cash held for medical premiums |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | Premiums Payable |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 17274 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 1259463 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | The Plan obtained its latest tax exemption letter dated January 4, 1978, in which the Internal Revenue Service (IRS) stated the Plan qualified under section 501(c)(9) of the Internal Revenue Code (IRC) and, therefore, is not subject to tax under present income tax laws. The Plan has been amended since receiving the exemption letter. The Plan's administrator believes that the Plan is currently designed and being operated in compliance with the applicable requirements of the IRC. They believe that the Plan was qualified and the related trust was tax-exempt as of the financial statement date; therefore, no provision for income tax has been included in the Plan's financial statements.Accounting principles generally accepted in the United States of American 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 December 31, 2017 and 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. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | benefit obligations at 12/31/2016 $-44299 benefit obligations at 12/31/2017 $47121 |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part X : FIN48 Footnote |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 1338428 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 312677 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 1259463 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 1276737 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 1335606 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE TRUST HAS CONTRACTED WITH BENEFIT SOLUTIONS, INC. TO PROVIDE ADMINISTRATIVE SERVICES FOR THE PLAN. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | A COPY OF THE TRUST'S FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE GOVERNING BODY OF THE TRUST PRIOR TO ITS FILING WITH THE IRS. PRIOR TO FILING THE FORM 990 WITH THE IRS, THE ORGANIZATION'S TRUSTEE REVIEWED THE FORM 990 FOR ACCURACY AND COMPLETENESS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE CONFLICT OF INTEREST POLICY COVERS ALL PERSONS DEFINED UNDER ERISA AS PARTIES-IN-INTEREST. ALL PARTIES-IN-INTEREST HAVE A DUTY TO DISCLOSE THE EXISTENCE OR OCCURRENCE OF A PROHIBITED TRANSACTION AS DEFINED BY ERISA TO THE TRUSTEE BY WAY OF CORRESPONDENCE TO THE ADMINISTRATIVE AGENT. ALSO, IN CONJUNCTION WITH THE ANNUAL AUDIT, THE INDEPENDENT AUDITOR HAS A DUTY TO CONTACT IN WRITING ALL PARTIES-IN-INTEREST INQUIRING OF THEIR KNOWLEDGE OR SUSPICION OF ANY ALLEGED PROHIBITED TRANSACTION. ALL RESPONSES ARE REQUIRED TO BE CONFIRMED IN WRITING TO THE AUDITOR. THE AUDITOR IS REQUIRED TO REPORT BY WAY OF SEPARATE CORRESPONDENCE TO THE TRUSTEE ANY ALLEGATIONS OF PROHIBITED TRANSACTION(S). UPON RECEIPT OF INFORMATION ALLEGING A PROHIBITED TRANSACTION, THE TRUSTEE OR SUCH DESIGNATED DIS-INTERESTED ADVISOR IS REQUIRED TO IMMEDIATELY UNDERTAKE AN INVESTIGATION AND REPORT. THE INVESTIGATION IS TO INCLUDE A REVIEW OF ALL APPLICABLE FACTS AND DOCUMENTS, THE SPECIFIC PROVISIONS OF ERISA ALLEGED TO HAVE BEEN VIOLATED, AND ANY APPLICABLE EXEMPTIONS FROM PROHIBITED TRANSACTIONS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | No other documents are available to the public. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Line 11b: Form 990 Review Process |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/TaxableDistributionsInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 918125 |
| IRS990/TotalAssetsEOYAmt | 0 | 847986 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 918125 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 847986 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalContributionsAmt | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 1338428 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 341411 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 332963 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 341411 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 332963 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 576714 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 515023 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 1232799 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 45888 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 26664 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1232799 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 1259463 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 918125 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 847986 |
| IRS990/TravelGrp/TotalAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 1 |
| IRS990/VotingMembersIndependentCnt | 0 | 0 |
| IRS990/WebsiteAddressTxt | 0 | WWW.EVERGREENSECURITYTRUST.COM |
| IRS990/WhistleblowerPolicyInd | 0 | true |
| ReturnHeader/BuildTS | 0 | 2018-06-14 16:35:46Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | GARY LAMARCHE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Trustee |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-08-02 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | EVERGREEN SECURITY TRUST |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | EVER |
| ReturnHeader/Filer/EIN | 0 | 910630779 |
| ReturnHeader/Filer/PhoneNum | 0 | 4257717359 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 12121 HARBOUR REACH DRIVE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | MUKILTEO |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | WA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 98275 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 208149084 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | ANASTASI MOORE & MARTIN PLLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 9 South Washington St STE 600 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Spokane |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 992013709 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5093230272 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Paul J Anastasi CPA |
| ReturnHeader/ReturnTs | 0 | 2018-08-02T12:12:33-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-12-31 |
| ReturnHeader/TaxYr | 0 | 2017 |
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Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.