Civic Intelligence

Puget Sound Electrical Workers Healthcare Trust Fund

990 • Fiscal year 2016 • EIN 91-6029124

Aug 01, 2015 to Jul 31, 2016 • Filed on May 11, 2017

Organization ProfileWWWW.PSEWTRUSTS.COM

View Organization Page

PO Box 34203Seattle, WA 98124

(206) 441-7574

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

88th percentile

0.59x

Higher debt load relative to assets than 88% of similar nonprofits.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2016

Liabilities / Revenue

87th percentile

0.34x

Higher debt load relative to revenue than 87% of similar nonprofits.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2016

Net Margin

72nd percentile

11%

Higher net margin than 72% of similar nonprofits.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2016

Top Officer Pay

34th percentile

$1

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2016

Asset Growth

95th percentile

41%

Faster asset growth than 95% of similar nonprofits.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2015 to 2016

Revenue Growth

72nd percentile

11%

Faster revenue growth than 72% of similar nonprofits.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$48,973,881

Up $14,329,103 (+41%) from 2015

Net Assets

Up

$20,085,574

Up $9,706,436 (+94%) from 2015

Liabilities

Up

$28,888,307

Up $4,622,667 (+19%) from 2015

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin72nd percentile

Revenue

Up

$84,981,086

Up $8,144,014 (+11%) from 2015

Expenses

Up

$75,614,918

Up $4,035,286 (+5.6%) from 2015

Net Income

Up

$9,366,168

Up $4,108,728 (+78%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100M$50M$0-$50MAssets 2011: $48,745,208Liabilities 2011: $30,287,478Net Assets 2011: $18,457,7302011Assets 2012: $41,054,046Liabilities 2012: $33,000,045Net Assets 2012: $8,054,0012012Assets 2013: $34,628,179Liabilities 2013: $28,444,274Net Assets 2013: $6,183,9052013Assets 2014: $27,174,820Liabilities 2014: $22,027,268Net Assets 2014: $5,147,5522014Assets 2015: $34,644,778Liabilities 2015: $24,265,640Net Assets 2015: $10,379,1382015Assets 2016: $48,973,881Liabilities 2016: $28,888,307Net Assets 2016: $20,085,5742016Assets 2017: $64,177,777Liabilities 2017: $35,146,708Net Assets 2017: $29,031,0692017Assets 2018: $69,424,310Liabilities 2018: $41,913,002Net Assets 2018: $27,511,3082018Assets 2019: $77,338,717Liabilities 2019: $49,716,966Net Assets 2019: $27,621,7512019Assets 2020: $83,160,928Liabilities 2020: $52,908,352Net Assets 2020: $30,252,5762020Assets 2021: $90,774,829Liabilities 2021: $59,051,295Net Assets 2021: $31,723,5342021Assets 2022: $87,862,147Liabilities 2022: $56,790,769Net Assets 2022: $31,071,3782022Assets 2023: $82,017,887Liabilities 2023: $64,928,532Net Assets 2023: $17,089,3552023Assets 2024: $64,609,122Liabilities 2024: $66,548,741Net Assets 2024: -$1,939,6192024

Highlighted filing

2016

Assets$48,973,881
Liabilities$28,888,307
Net Assets$20,085,574
Open 2016 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150M$100M$50M$0-$50MExpenses 2011: $54,234,3102011Revenue 2012: $52,071,553Expenses 2012: $62,095,093Net Income 2012: -$10,023,5402012Expenses 2013: $58,286,1752013Revenue 2014: $61,686,489Expenses 2014: $62,678,461Net Income 2014: -$991,9722014Revenue 2015: $76,837,072Expenses 2015: $71,579,632Net Income 2015: $5,257,4402015Revenue 2016: $84,981,086Expenses 2016: $75,614,918Net Income 2016: $9,366,1682016Revenue 2017: $95,575,872Expenses 2017: $87,264,721Net Income 2017: $8,311,1512017Revenue 2018: $105,993,921Expenses 2018: $108,023,113Net Income 2018: -$2,029,1922018Revenue 2019: $117,474,947Expenses 2019: $118,152,385Net Income 2019: -$677,4382019Revenue 2020: $116,534,101Expenses 2020: $115,099,038Net Income 2020: $1,435,0632020Revenue 2021: $127,353,041Expenses 2021: $131,979,609Net Income 2021: -$4,626,5682021Revenue 2022: $128,060,108Expenses 2022: $122,564,902Net Income 2022: $5,495,2062022Revenue 2023: $128,577,306Expenses 2023: $143,671,960Net Income 2023: -$15,094,6542023Revenue 2024: $123,329,057Expenses 2024: $136,364,520Net Income 2024: -$13,035,4632024

Highlighted filing

2016

Revenue$84,981,086
Expenses$75,614,918
Net Income$9,366,168
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
May 11, 2017
Return Version
2015v3.0
Gross Receipts
$178,058,992
Mission and Program Overview

Mission

Provide health and vacation benefits to eligible participants and their dependents.

Provide health and vacation benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$16,755,184$26,175,845▲ $9,420,661
Rtn Earn Endowment Incm Other Fnds$10,379,138$20,085,574▲ $9,706,436
Investments Other Securities$9,951,314$14,119,511▲ $4,168,197
Accounts Receivable$7,461,777$7,718,949▲ $257,172
Cash and Non-Interest-Bearing Accounts$454,336$938,708▲ $484,372
Prepaid Expenses and Deferred Charges$22,167$20,868▼ $1,299
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$34,644,778$48,973,881▲ $14,329,103
Liabilities
Other Liabilities$23,313,950$28,012,928▲ $4,698,978
Deferred Revenue$513,468$545,334▲ $31,866
Accounts Payable and Accrued Expenses$438,222$330,045▼ $108,177
Total Liabilities$24,265,640$28,888,307▲ $4,622,667
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,379,138$20,085,574▲ $9,706,436
Total Liabilities and Net Assets / Fund Balance$34,644,778$48,973,881▲ $14,329,103

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$14,119,511--
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleOtherTotal
See Schedule O for CompensationPaid by Related Organizations$1$1

Board Members and Trustees

NameTitle
Janet LewisTrustee/chairman
Jim ToshTrustee
Keith WeirTrustee
Marv NelsonTrustee
Michael BrobergTrustee
Barry ShermanTrustee/secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Welfare & Pension Administration ServiceAdministrative Services, Claims Processi2815 2ND AVE SUITE 300, Seattle, WA 98121$2,093,027
Premera Blue CrossClaims Administration7001 200TH SW, Mountlake Terrace, WA 98043$1,092,908
Ekman Cushing Maxwell PsAttorney220 WEST MERCER STREET, Seattle, WA 98119$209,219
Envision Pharmaceutical ServicesPharmacy Benefit Management1100 INVESTMENT BOULEVARD, El Dorado Hills, CA 95762$175,239
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$84,585,227
Investment Income
$353,668
Other Revenue
$42,191
Change in Net Assets
$9,366,168

Audited Revenue Reconciliation

Revenue per Audited Statements
$84,917,403
Revenue Not Reported on Financial Statements
$63,683
Revenue Not Reported on Form 990
$340,268
Total Revenue per Audited Statements
$85,257,671
Total Revenue per Form 990
$84,981,086
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,662,635
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---$70,952,283
Fees for Services Other---$3,279,190
Fees for Services Management---$803,738
Office Expenses---$227,228
Fees for Services Legal---$162,994
Fees for Services Accounting---$89,153
Fees for Service Investment Mgmnt Fees---$63,683
Insurance---$20,880
Conferences and Meetings---$14,515
Travel---$1,254
Total Functional Expenses$0$0$0$75,614,918

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$75,614,918
Expenses per Audited Statements$72,148,287
Total Expenses per Audited Statements$72,148,287
Expenses Not Reported on Financial Statements$3,466,631
Other Expense Adjustments$3,402,948
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
Accumulated Eligibility Credits$15,471,000
Claims Payable and Incurred But Not Reported$9,860,827
Union Dues Payable$1,443,657
Reciprocity Payable$925,810
Security Transaction Payable$249,978
Checks in Excess of Deposits$61,656
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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

“The plan has contracted with welfare & pension administration service, inc. To provide day-to-day administrative services to the plan.”

Form 990, Part VI, Section B, Line 11

“A trustee reviewed the form 990 prior to filing with the irs. Prior to filing the form 990, the governing body is notified via e-mail that a copy of the form 990 is available upon request for their review.”

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

“The conflict-of-interest policy applies to all persons defined under erisa as parties-in-interest. All parties-in-interest are required to disclose prohibitied transactions to the trustees. If and when a potential conflict of interest is disclosed, the board of trustees will conduct an investigation and issue a report of the findings. If a prohibited transaction has occurred, the trustees will take appropriate action, including reporting such occurrence to the appropriate federal agency and documenting such action in the minutes of the board of trustees meeting.”

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 request.”

Form 990, Part VII, Section A, Line 1A

“Trustees are not compensated by the trust. Compensation paid to trustees employed by other related organizations is reported on the form 990 filed with the internal revenue service by the related tax-exempt organization. If you would like additional information, please contact the third-party administrator, welfare & pension administration service, inc.”

Filing and Contact Details

Filer

Filer Name
Puget Sound Electrical Workers
EIN
91-6029124
Phone
2064417574
Address
PO BOX 34203, SEATTLE, WA 98124

Signing Officer

Name
Janet Lewis
Title
Chairman
Phone
2064417574
Signed
2017-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janet Lewis
Formed
1954
Legal Domicile
Wa
Voting Board Members
6
Independent Board Members
0
Employees
52
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583
Preparer
Todd M Stokes
Phone
9252779100
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The board of trustees assumes responsibility for oversight of the audit of its financial statements and selection of an independent auditor. The process has not changed.”

Form 990, Part V, Line 2A and Pat IX, Line 4

“The plan provides taxable disability payments to eligible participants and reports those benefits on form w-2. These benefits are included on form 990, part ix, line 4.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require management to evaluate the tax positions taken by the plan and to recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. Management has analyzed the tax positions taken by the plan and has concluded that, as of july 31, 2016, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The plan is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan believes it is no longer subject to income tax examinations for the fiscal years prior to 2013.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in benefit obligations 3,402,948.”

Raw XML AppendixShowing 400 of 456 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/BOYAmt0438222
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0330045
IRS990/AccountsReceivableGrp/BOYAmt07461777
IRS990/AccountsReceivableGrp/EOYAmt07718949
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE HEALTH AND VACATION BENEFITS.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt070952283
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0WELFARE & PENSION ADMINISTRATION SE
IRS990/BooksInCareOfDetail/PhoneNum02064417574
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02815 SECOND AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SEATTLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd098121
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0454336
IRS990/CashNonInterestBearingGrp/EOYAmt0938708
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt04
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt014515
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt02093027
IRS990/ContractorCompensationGrp/CompensationAmt11092908
IRS990/ContractorCompensationGrp/CompensationAmt2209219
IRS990/ContractorCompensationGrp/CompensationAmt3175239
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt02815 2ND AVE SUITE 300
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt17001 200TH SW
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2220 WEST MERCER STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt31100 INVESTMENT BOULEVARD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0SEATTLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1MOUNTLAKE TERRACE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2SEATTLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3EL DORADO HILLS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0WA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1WA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2WA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd098121
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd198043
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd298119
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd395762
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0WELFARE & PENSION ADMINISTRATION SERVICE
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1PREMERA BLUE CROSS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2EKMAN CUSHING MAXWELL PS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3ENVISION PHARMACEUTICAL SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATIVE SERVICES, CLAIMS PROCESSI
IRS990/ContractorCompensationGrp/ServicesDesc1CLAIMS ADMINISTRATION
IRS990/ContractorCompensationGrp/ServicesDesc2ATTORNEY
IRS990/ContractorCompensationGrp/ServicesDesc3PHARMACY BENEFIT MANAGEMENT
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt070952283
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0353668
IRS990/CYOtherExpensesAmt04662635
IRS990/CYOtherRevenueAmt042191
IRS990/CYProgramServiceRevenueAmt084585227
IRS990/CYRevenuesLessExpensesAmt09366168
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt075614918
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt084981086
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0513468
IRS990/DeferredRevenueGrp/EOYAmt0545334
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0PROVIDED HEALTH AND VACATION BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS AS SPECIFIED BY THE PLAN.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt052
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt089153
IRS990/FeesForServicesLegalGrp/TotalAmt0162994
IRS990/FeesForServicesManagementGrp/TotalAmt0803738
IRS990/FeesForServicesOtherGrp/TotalAmt03279190
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt063683
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0BARRY SHERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1MARV NELSON
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL BROBERG
IRS990/Form990PartVIISectionAGrp/PersonNm3JANET LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm4KEITH WEIR
IRS990/Form990PartVIISectionAGrp/PersonNm5JIM TOSH
IRS990/Form990PartVIISectionAGrp/PersonNm6SEE SCHEDULE O FOR COMPENSATION
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt61
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE/CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6PAID BY RELATED ORGANIZATIONS
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01954
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-83846
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt092994060
IRS990/GrossReceiptsAmt0178058992
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt020880
IRS990/InvestmentIncomeGrp/ExclusionAmt0437514
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0437514
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt09951314
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt014119511
IRS990/InvestmentsPubTradedSecGrp/BOYAmt016755184
IRS990/InvestmentsPubTradedSecGrp/EOYAmt026175845
IRS990/IRPDocumentCnt02571
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt093077906
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt03938
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt03938
IRS990/MissionDesc0PROVIDE HEALTH AND VACATION BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt010379138
IRS990/NetAssetsOrFundBalancesEOYAmt020085574
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-83846
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-83846
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0340268
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt0227228
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt023313950
IRS990/OtherLiabilitiesGrp/EOYAmt028012928
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0EXPERIENCE RATED REFUND
IRS990/OtherRevenueMiscGrp/Desc1INTEREST ON COLLECTIONS
IRS990/OtherRevenueMiscGrp/Desc2LEGAL FEES COLLECTED
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt016459
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt114895
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt26899
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt016459
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt114895
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt26899
IRS990/OtherRevenueTotalAmt042191
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt022167
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt020868
IRS990/PrincipalOfficerNm0JANET LEWIS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1SELF PAY CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2STOP LOSS REFUNDS
IRS990/ProgramServiceRevenueGrp/Desc3MEDICARE PART D DRUG
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt078098174
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15478817
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2543303
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3464933
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt078098174
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15478817
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2543303
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3464933
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt066949662
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0356322
IRS990/PYOtherExpensesAmt04629970
IRS990/PYOtherRevenueAmt071247
IRS990/PYProgramServiceRevenueAmt076409503
IRS990/PYRevenuesLessExpensesAmt05257440
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt071579632
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt076837072
IRS990/ReconcilationRevenueExpnssAmt09366168
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt010379138
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt020085574
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt03466631
IRS990ScheduleD/ExpensesSubtotalAmt072148287
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt063683
IRS990ScheduleD/InvestmentExpensesNotIncldAmt063683
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0340268
IRS990ScheduleD/OtherExpensesNotIncludedAmt03402948
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt061656
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11443657
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2925810
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt315471000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt49860827
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt5249978
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CHECKS IN EXCESS OF DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1UNION DUES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2RECIPROCITY PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3ACCUMULATED ELIGIBILITY CREDITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4CLAIMS PAYABLE AND INCURRED BUT NOT REPORTED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5SECURITY TRANSACTION PAYABLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt014119511
IRS990ScheduleD/OtherSecuritiesGrp/Desc0FEDERATED GOVERNMENT OBLIGATIONS FUND INSTL SHARES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0340268
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt063683
IRS990ScheduleD/RevenueSubtotalAmt084917403
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF JULY 31, 2016, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2013.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS 3,402,948.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt014119511
IRS990ScheduleD/TotalExpensesPerForm990Amt075614918
IRS990ScheduleD/TotalLiabilityAmt028012928
IRS990ScheduleD/TotalRevenuePerForm990Amt084981086
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt085257671
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt072148287
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN HAS CONTRACTED WITH WELFARE & PENSION ADMINISTRATION SERVICE, INC. TO PROVIDE DAY-TO-DAY ADMINISTRATIVE SERVICES TO THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A TRUSTEE REVIEWED THE FORM 990 PRIOR TO FILING WITH THE IRS. PRIOR TO FILING THE FORM 990, THE GOVERNING BODY IS NOTIFIED VIA E-MAIL THAT A COPY OF THE FORM 990 IS AVAILABLE UPON REQUEST FOR THEIR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT-OF-INTEREST POLICY APPLIES TO ALL PERSONS DEFINED UNDER ERISA AS PARTIES-IN-INTEREST. ALL PARTIES-IN-INTEREST ARE REQUIRED TO DISCLOSE PROHIBITIED TRANSACTIONS TO THE TRUSTEES. IF AND WHEN A POTENTIAL CONFLICT OF INTEREST IS DISCLOSED, THE BOARD OF TRUSTEES WILL CONDUCT AN INVESTIGATION AND ISSUE A REPORT OF THE FINDINGS. IF A PROHIBITED TRANSACTION HAS OCCURRED, THE TRUSTEES WILL TAKE APPROPRIATE ACTION, INCLUDING REPORTING SUCH OCCURRENCE TO THE APPROPRIATE FEDERAL AGENCY AND DOCUMENTING SUCH ACTION IN THE MINUTES OF THE BOARD OF TRUSTEES MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE THIRD-PARTY ADMINISTRATOR, WELFARE & PENSION ADMINISTRATION SERVICE, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. THE PROCESS HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE PLAN PROVIDES TAXABLE DISABILITY PAYMENTS TO ELIGIBLE PARTICIPANTS AND REPORTS THOSE BENEFITS ON FORM W-2. THESE BENEFITS ARE INCLUDED ON FORM 990, PART IX, LINE 4.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII, SECTION A, LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART V, LINE 2A AND PAT IX, LINE 4
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LOCAL 46 IBEW RETIREMENT ANNUITY PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1PUGET SOUND ELECTRICAL WORKERS PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 46
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0916180326
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1916180333
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2910267931
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE PENSION BENEFITS FOR ELIGIBLE EMPLOYEES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PROVIDE PENSION BENEFITS FOR ELIGIBLE EMPLOYEES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2SPONSORING LOCAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 34203
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt12815 SECOND AVENUE SUITE 300
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt219802 62ND AVENUE SOUTH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SEATTLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SEATTLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2KENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd098124
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd198121
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd298032
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTI-EMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF JULY 31, 2016, THERE ARE APPROXIMATELY 203 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. 16 D, LLC AAAC ELECTRIC ADVANCED HEATING &COOLING INC ADVANCED POWER LLC AHEARN ELECTRIC, INC. ALL CITY ELECTRIC INC ALL WIRE ELECTRIC INC ALLIED ELECTRIC SERVICE AMAYA ELECTRIC ANGELES ELECTRIC INC ANM ELECTRIC INC ANZAC ELECTRIC, LLC ARDAGH GLASS, INC. ARTISAN ELECTRIC INC ASAHI ELECTRIC INC ASHFORD ELEC & CONSTR ASTOR ELECTRIC LLC AUBURN ELECTRICAL SVCS AULT ELECTRIC CO INC B&D INDUSTRIES, INC. BEST ELECTRIC INC BEST TECH INC BETSCHART ELECTRIC BOWIE ELECTRIC SERVICE & SUPPLIES INC BOYER ELECTRIC BURKE ELECTRIC LLC CASCADE MACH-ELECT CASCADE SAWING & DRILL CEDAR GROVE COMPOSTING CENTAUR ELECTRIC LLC CETS, INC. CHAIN ELECTRIC HOLDING INC CHAMPION & ASSOCIATES CHERRY CITY ELECTRIC CLINTON & SONS ELEC IN COCHRAN ELECTRIC COLVICO INC CONTROL DYNAMICS COOLING INC COSCO FIRE PROTECTION CRAWFORD ELECTRIC LLC D SQUARE ENERGY LLC DALTON ELECTRIC CO DANARD ELECTRIC INC DBE ELECTRIC INC DELTA ELECTRIC MOTOR SHOP INC DENNIS WEBB ELECT INC DESIGN ELECTRIC, INC DUTTON ELECTRIC CO INC E SQUARED SYSTEMS,LLC EDLEN ELECTRICAL EXHIBITION SERV INC EHW CONSTRUCTORS JV ELCON CORPORATION ELECTRIC WEST INC ELECTRICAL CONST CO ELECTRICAL SERVICE INC ELECTRICAL SYSTEMS ELECTROCOM S&C SYSTEMS EMC ELECTRIC EPIC ELECTRIC INC. EPONYEXPRESS EVERGREEN POWER SYSTEMS INC EVERGREEN TECHNOLOGIES EWING ELECTRIC INC EXCEL ELECTRIC OF TAC E-Z INTERFACE FIRESHIELD, INC FISK ELECTRIC CO FOSS MARITIME FOX ELECTRIC CO. FOY INDUST ELECTR CORP FULLER ELECTRIC INC GB MANCHESTER, INC GENERAL CONSTRUCTION GENESEE FUEL & HEATING GENESIS 3/DBA URBAN E GES EXPOSITION SERVICE G-TEK INC H&M ELECTRIC INC HAMPTON ELECTRIC INC HARRIS ELECTRIC INC HARVEST ELECTRIC LLC HEIL ELECTRIC INC HMT ELECTRIC NORTH INC HOLLSTROM INDUSTRIAL CONTRACTORS HOLMES ELECTRIC CO IBEW INTERNATIONAL IO AGREEMENT W/L46 INSIDE WIREMAN INTEGRITY NETWORKS JH KELLY LLC JOHNSON ELECTRIC CO JUSTICE SYSTEMS KING COUNTY EXECUTIVE SERVICES KING CTY HOUSING AUTH KOLKAY ELECTRIC INC KONECRANES NUCLEAR EQUIPMENT AND SVCS LLC LAKE UNION DRYDOCK CO LAKES ELECTRIC INC LASSEN ELECTRIC SVC LIBERTY ELECTRIC, LLC LINDER ELECTRIC LK COMSTOCK NTL TRNST LOCAL UNION 46 IBEW LONG BUILDING TECHNOLOGIES, INC. MACDONALD MILLER FACILITY SOLUTIONS INC MADSEN ELECTRIC MAIN STREET ELECT INC MARTIN LUTHER KING COUNTY LABOR COUNCIL MASS ELECTRIC CO MB ELECTRIC MCCOY ELECTRIC CO,INC MCKINSTRY CO. LLC MD MARINE ELECT, LTD. METCO, INC MILL PLAIN ELECTRIC MILNE ELECTRIC INC MUZAK LLC NELSON ELECTRIC, INC. NEPPEL ELECTRICAL NETCOM, INC. NETVERSANT SOLUTIONS LLC NORTH SHORE ELECT INC NW UTILITY SVCS., LLC OLYMPIC ELEC CO., INC. ON ELECTRIC GROUP(OEG) O'NEIL ELECTRIC INC PACIFIC COAST ELECTRIC PACIFIC COMM CABLING PACIFIC FISHERMEN SHIPYARD & ELECT LLC PACIFIC SHIP REPAIR & FABRCATION PAYROLL DEPT PORT OF SEATTLE POWERCOM INC PRECISION ELECT GROUP PRIDE ELECTRIC INC PRIME ELECTRIC INC PROGRESSIVE FIRE & SECURITY PSW ELECTRIC PUGET SOUND APPRENTICE TRAINING TRUST PUGET SOUND CHAPTER NECA PUGET SOUND SOLAR LLC R MARTIN ELECTRIC REP ELECTRIC INC ROSSOE ENERGY SYSTEMS RUI REFRIGERATION SARE ELECTRIC INC SASCO ELECTRIC SCHMITT ELECTRIC INC SCHNEIDER ELECTRIC INC SCOTT'S ELECTRIC SERV SEACOM CABLING INC SEAHURST ELECTRIC SEATTLE HOUSING AUTHOR SEATTLE SCHOOL DIST SEATTLE TIMES SEATTLE UNIVERSITY SECURIT
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS:
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt034644778
IRS990/TotalAssetsEOYAmt048973881
IRS990/TotalAssetsGrp/BOYAmt034644778
IRS990/TotalAssetsGrp/EOYAmt048973881
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt052
IRS990/TotalFunctionalExpensesGrp/TotalAmt075614918
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt024265640

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,973,881
Liabilities
$28,888,307
Net assets
$20,085,574
Revenue
$84,981,086
Expenses
$75,614,918
Net income
$9,366,168
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$64.6$66.5$1.94$123$136$13.0
2023Summary only. Only limited summary data is available for this year.$82.0$64.9$17.1$129$144$15.1
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$87.9$56.8$31.1$128$123$5.50
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$90.8$59.1$31.7$127$132$4.63
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$83.2$52.9$30.3$117$115$1.44
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$77.3$49.7$27.6$117$118$0.68
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.4$41.9$27.5$106$108$2.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.2$35.1$29.0$95.6$87.3$8.31
2016Detailed filing. Detailed filing data is available for this year.$49.0$28.9$20.1$85.0$75.6$9.37
2015Detailed filing. Detailed filing data is available for this year.$34.6$24.3$10.4$76.8$71.6$5.26
2014Detailed filing. Detailed filing data is available for this year.$27.2$22.0$5.15$61.7$62.7$0.99
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.6$28.4$6.18$58.3
2012Summary only. Only limited summary data is available for this year.$41.1$33.0$8.05$52.1$62.1$10.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.7$30.3$18.5$54.2