Civic Intelligence

Puget Sound Electrical Workers Healthcare Trust Fund

990 • Fiscal year 2017 • EIN 91-6029124

Aug 01, 2016 to Jul 31, 2017 • Filed on May 15, 2018

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

87th percentile

0.55x

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

2017 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2017

Liabilities / Revenue

87th percentile

0.37x

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

2017 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2017

Net Margin

65th percentile

8.7%

Higher net margin than 65% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2017

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.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2017

Asset Growth

92nd percentile

31%

Faster asset growth than 92% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Revenue Growth

73rd percentile

12%

Faster revenue growth than 73% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$64,177,777

Up $15,203,896 (+31%) from 2016

Net Assets

Up

$29,031,069

Up $8,945,495 (+45%) from 2016

Liabilities

Up

$35,146,708

Up $6,258,401 (+22%) from 2016

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin65th percentile

Revenue

Up

$95,575,872

Up $10,594,786 (+12%) from 2016

Expenses

Up

$87,264,721

Up $11,649,803 (+15%) from 2016

Net Income

Down

$8,311,151

Down $1,055,017 (-11%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2017

Assets$64,177,777
Liabilities$35,146,708
Net Assets$29,031,069
Open 2017 Filing

Operations Trend

Revenue Growth73rd 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

2017

Revenue$95,575,872
Expenses$87,264,721
Net Income$8,311,151
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$185,459,119
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$40,295,356$55,615,401▲ $15,320,045
Rtn Earn Endowment Incm Other Fnds$20,085,574$29,031,069▲ $8,945,495
Accounts Receivable$7,718,949$7,244,431▼ $474,518
Cash and Non-Interest-Bearing Accounts$938,708$1,295,772▲ $357,064
Prepaid Expenses and Deferred Charges$20,868$22,173▲ $1,305
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$48,973,881$64,177,777▲ $15,203,896
Liabilities
Other Liabilities$28,012,928$34,403,488▲ $6,390,560
Deferred Revenue$545,334$596,000▲ $50,666
Accounts Payable and Accrued Expenses$330,045$147,220▼ $182,825
Total Liabilities$28,888,307$35,146,708▲ $6,258,401
Net Assets / Fund Balance
Total Net Assets Fund Balance$20,085,574$29,031,069▲ $8,945,495
Total Liabilities and Net Assets / Fund Balance$48,973,881$64,177,777▲ $15,203,896
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleOtherTotal
See Schedule O for CompensationPaid by Related Organization$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 Processi7525 SE 24TH STREET 200, Mercer Island, WA 98040$2,096,134
Premera Blue CrossClaims Administration7001 200TH SW, Mountlake Terrace, WA 98043$1,230,453
Envision Pharmaceutical ServicesPharmacy Benefit Management1100 INVESTMENT BOULEVARD, El Dorado Hills, CA 95762$189,357
Qualis HealthUtilization Review & Case Management10700 MERIDIAN AVE N 100, Seattle, WA 98133$141,495
Ekman Cushing Maxwell PsAttorney220 WEST MERCER STREET, Seattle, WA 98119$141,465
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$94,898,696
Investment Income
$622,001
Other Revenue
$55,175
Change in Net Assets
$8,311,151

Audited Revenue Reconciliation

Revenue per Audited Statements
$95,500,985
Revenue Not Reported on Financial Statements
$74,887
Revenue Not Reported on Form 990
$634,344
Total Revenue per Audited Statements
$96,135,329
Total Revenue per Form 990
$95,575,872
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,871,119
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---$82,393,602
Fees for Services Other---$3,437,725
Fees for Services Management---$870,549
Office Expenses---$210,563
Fees for Services Legal---$172,005
Fees for Service Investment Mgmnt Fees---$74,887
Fees for Services Accounting---$67,092
Insurance---$20,581
Conferences and Meetings---$16,342
Travel---$1,375
Total Functional Expenses$0$0$0$87,264,721

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$87,264,721
Expenses per Audited Statements$80,925,147
Total Expenses per Audited Statements$80,925,147
Expenses Not Reported on Financial Statements$6,339,574
Other Expense Adjustments$6,264,687
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$17,197,000
Claims Payable and Incurred But Not Reported$14,399,514
Union Dues Payable$1,599,946
Reciprocity Payable$894,420
Checks in Excess of Deposits$164,264
Security Transaction Payable$148,344
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 11B

“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
2018-05-15
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
58
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 Part IX, Line 4

“The plan provides taxable disability payments to eligibile 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, 2017, 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 2014.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in benefit obligations 6,264,687.”

Raw XML AppendixShowing 400 of 464 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt03731
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt03731
IRS990/MissionDesc0PROVIDE HEALTH AND VACATION BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt020085574
IRS990/NetAssetsOrFundBalancesEOYAmt029031069
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-108609
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-108609
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0634344
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt0210563
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt028012928
IRS990/OtherLiabilitiesGrp/EOYAmt034403488
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0EXPERIENCE RATED REFUND
IRS990/OtherRevenueMiscGrp/Desc1LEGAL FEES COLLECTED
IRS990/OtherRevenueMiscGrp/Desc2WITHDRAWAL PENALTY
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt036721
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt110441
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt24282
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt036721
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt110441
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt24282
IRS990/OtherRevenueTotalAmt055175
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt020868
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt022173
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/RelatedOrExemptFuncIncomeAmt087905688
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15453850
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21180655
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3358503
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt087905688
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15453850
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21180655
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3358503
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt070952283
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0353668
IRS990/PYOtherExpensesAmt04662635
IRS990/PYOtherRevenueAmt042191
IRS990/PYProgramServiceRevenueAmt084585227
IRS990/PYRevenuesLessExpensesAmt09366168
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt075614918
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt084981086
IRS990/ReconcilationRevenueExpnssAmt08311151
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt020085574
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt029031069
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt06339574
IRS990ScheduleD/ExpensesSubtotalAmt080925147
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt074887
IRS990ScheduleD/InvestmentExpensesNotIncldAmt074887
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0634344
IRS990ScheduleD/OtherExpensesNotIncludedAmt06264687
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0164264
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11599946
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2894420
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt317197000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt414399514
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt5148344
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/RevenueNotReportedAmt0634344
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt074887
IRS990ScheduleD/RevenueSubtotalAmt095500985
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, 2017, 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 2014.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS 6,264,687.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt087264721
IRS990ScheduleD/TotalLiabilityAmt034403488
IRS990ScheduleD/TotalRevenuePerForm990Amt095575872
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt096135329
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt080925147
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 ELIGIBILE 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 11B
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 PART 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/BusinessNameLine1Txt0PUGET SOUND ELECTRICAL WORKERS 401(K) SAVINGS 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-ENMPLOYER TRUST THAT PROVIDES HEALTH BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF JULY 31, 2017, THERE ARE APPROXIMATELY 200 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. 8TH DIST. LOCAL 354 16 D, LLC A & A ELECTRIC SERVICE AAAC ELECTRIC AC ELECTRIC SERVICE ADVANCED HEATING & COOLING INC ADVANCED POWER LLC AHEARN ELECTRIC, INC ALAMEDA COUNTY ELECTRIC ALASKA ELECTRICAL ALL CITY ELECTRIC INC ALL SPECIALTIES ELECTRIC ALL WIRE ELECTRIC INC ALLIED ELECTRIC SERVICE AMAYA ELECTRIC ANGELES ELECTRIC INC ANM ELECTRIC INC ARC ELECTRIC & LIGHT ARTISAN ELECTRIC INC ASAHI ELECTRIC INC ASHFORD ELEC & CONSTR ASTOR ELECTRIC LLC ATLAS ELECTRICAL CO AULT ELECTRIC CO INC AUTOMATIC DOOR & GARAGE B&D INDUSTRIES, INC BES ELECTRICAL SERVICE BEST ELECTRIC INC BEST TECH INC BETSCHART ELECTRIC BLUECORE POWER, LLC BOWIE ELECTRIC SERVICE & SUPPLIES INC BOYER ELECTRIC BRIDGE ELECTRIC BURKE ELECTRIC LLC BUSACK ELECTRIC INC CASCADE MACH-ELECT CEDAR GROVE COMPOST CENTAUR ELECTRIC LLC CETS, INC. CHAIN ELECTRIC HOLDING INC CHAMPION & ASSOCIATES CHAUDRY LLC CLINTON & SONS ELEC COCHRAN ELECTRIC COLVICO INC CONTROL DYNAMICS COSCO FIRE PROTECTION CRAWFORD ELECTRIC LLC DAKOTAS & WESTERN MN ELECTRICAL INDUSTRY HW FUND DALTON ELECTRIC CO DANARD ELECTRIC INC DBE ELECTRIC INC DUTTON ELECTRIC CO DYNALECTRIC COMPANY E SQUARED SYSTEMS,LLC E-Z INTERFACE EAGLE PIPE & MECHANICAL EDLEN ELECTRICAL EXHIBITION SERV INC EHW CONSTRUCTORS JV ELCON CORPORATION ELECTRIC CONST CO ELECTRIC WEST INC ELECTRICAL CONST CO ELECTRICAL SERVICE INC ELECTRICAL SYSTEMS ELECTRICAL WORKERS ELECTROCOM S&C SYST ENTRANCE CONTROLS EPIC ELECTRIC INC. EVERGREEN POWER SYSTEMS INC EVERGREEN TECHNOLOGIES EWING ELECTRIC INC EXCEL ELECTRIC OF TAC FIRESHIELD, INC FISK ELECTRIC CO FOX ELECTRIC CO. FOY INDUST ELECTR CORP FULLER ELECTRIC INC GB MANCHESTER, INC GENERAL CONSTRUCTION GENTECH NORTHWEST GES EXPOSITION SERVICE H&M ELECTRIC INC HAMPTON ELECTRIC INC HARVEST ELECTRIC LLC HAWAII ELECTRICIANS HMT ELECTRIC NORTH INC HOLLSTROM INDUSTRIAL CONTRACTORS HOLMES ELECTRIC CO HOME TECHNOLOGIES IBEW/NECA SOUND & C INTEGRITY NETWORKS JAYMARC AV JH KELLY LLC JOHNSON ELECTRIC CO JUSTICE SYSTEMS KIEWIT-HOFFMAN/AJV KING CTY HOUSING AU KOLKAY ELECTRIC INC KONECRANES NUCLEAR LAKES ELECTRIC INC LIBERTY ELECTRIC, L LINDER ELECTRIC LK COMSTOCK NTL TRNST LOCAL UNION 46 IBEW LONG BUILDING LUNSTRUM ELECTRIC I MACDONALD MILLER MADSEN ELECTRIC MAIN STREET ELECT INC MARTIN LUTHER KING COUNTY LABOR COUNCIL MB ELECTRIC MCCOY ELECTRIC CO,INC MCKINSTRY CO. LLC MD MARINE ELECT, LTD. METCO, INC MILL PLAIN ELECTRIC MILNE ELECTRIC INC NATIONAL ELECTRICAL NECA - IBEW LOCAL 3 NELSON ELECTRIC, INC NEPPEL ELECTRICAL NETCOM, INC. NORTH SHORE ELECT INC NW UTILITY SVCS., LLC OLYMPIC ELEC CO., INC ON ELECTRIC GROUP(OEG) ORANGE COUNTY ELEC. PACIFIC CM PACIFIC COAST ELECT PACIFIC COMM CABLIN PORT OF SEATTLE POWERCOM INC PRECISION ELECT GROUP PRIME ELECTRIC INC PROGRESSIVE FIRE & SECURITY PSW ELECTRIC PUGET SOUND APPRENTICE TRAINING TRUST PUGET SOUND SOLAR LLC PURE POWER LLC R MARTIN ELECTRIC RUI REFRIGERATION SAINT GOBAIN /DBA SAN DIEGO ELECTRICAL SAN FRANCISCO ELECTRIC SAN MATEO CNTY ANNU SARE ELECTRIC INC SASCO ELECTRIC SCHMITT ELECTRIC INC SCHNEIDER ELECTRIC INC SCOTT'S ELECTRIC SE SEACOM CABLING INC SEAHURST ELECTRIC SEATTLE HOUSING AUTHORITY SEATTLE SCHOOL DISTRICT SELECT ELECTRIC SEQUOYAH ELECTRIC LLC SERVICE ELECT CO INC SERVICEMARK TENANT SHAMP ELECT CONTR INC SHIMMICK CONSTR C
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/TotalAssetsBOYAmt048973881
IRS990/TotalAssetsEOYAmt064177777
IRS990/TotalAssetsGrp/BOYAmt048973881
IRS990/TotalAssetsGrp/EOYAmt064177777
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt058
IRS990/TotalFunctionalExpensesGrp/TotalAmt087264721
IRS990/TotalGrossUBIAmt00

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,177,777
Liabilities
$35,146,708
Net assets
$29,031,069
Revenue
$95,575,872
Expenses
$87,264,721
Net income
$8,311,151
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
2017Detailed filing. Detailed filing data is available for this year.$64.2$35.1$29.0$95.6$87.3$8.31
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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