Civic Intelligence

Puget Sound Electrical Workers Healthcare Trust Fund

990 • Fiscal year 2019 • EIN 91-6029124

Aug 01, 2018 to Jul 31, 2019 • Filed on May 29, 2020

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

89th percentile

0.64x

Higher debt load relative to assets than 89% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

88th percentile

0.42x

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

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Net Margin

32nd percentile

-0.6%

Higher net margin than 32% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

35th percentile

$1

Higher top officer pay than 35% of similar nonprofits.

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

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Asset Growth

54th percentile

11%

Faster asset growth than 54% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Revenue Growth

74th percentile

11%

Faster revenue growth than 74% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$77,338,717

Up $7,914,407 (+11%) from 2018

Net Assets

Up

$27,621,751

Up $110,443 (+0.4%) from 2018

Liabilities

Up

$49,716,966

Up $7,803,964 (+19%) from 2018

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin32nd percentile

Revenue

Up

$117,474,947

Up $11,481,026 (+11%) from 2018

Expenses

Up

$118,152,385

Up $10,129,272 (+9.4%) from 2018

Net Income

Up

-$677,438

Up $1,351,754 (+67%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2019

Assets$77,338,717
Liabilities$49,716,966
Net Assets$27,621,751
Open 2019 Filing

Operations Trend

Revenue Growth74th 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

2019

Revenue$117,474,947
Expenses$118,152,385
Net Income-$677,438
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
May 29, 2020
Return Version
2018v3.1
Gross Receipts
$246,515,468
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$58,825,385$65,705,168▲ $6,879,783
Rtn Earn Endowment Incm Other Fnds$27,511,308$27,621,751▲ $110,443
Accounts Receivable$9,989,900$10,553,361▲ $563,461
Cash and Non-Interest-Bearing Accounts$590,624$1,054,062▲ $463,438
Prepaid Expenses and Deferred Charges$18,401$26,126▲ $7,725
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$69,424,310$77,338,717▲ $7,914,407
Liabilities
Other Liabilities$41,115,947$48,890,640▲ $7,774,693
Deferred Revenue$673,400$751,000▲ $77,600
Accounts Payable and Accrued Expenses$123,655$75,326▼ $48,329
Total Liabilities$41,913,002$49,716,966▲ $7,803,964
Net Assets / Fund Balance
Total Net Assets Fund Balance$27,511,308$27,621,751▲ $110,443
Total Liabilities and Net Assets / Fund Balance$69,424,310$77,338,717▲ $7,914,407
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

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

Board Members and Trustees

NameTitle
Janet LewisTrustee/chairman
Bud AllberyTrustee
Karlena AllberyTrustee
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$2,546,145
Premera Blue CrossClaims Administration7001 200TH SW, Mountlake Terrace, WA 98043$1,486,506
Envision Pharmaceutical ServicesPharmacy Benefit Management1100 INVESTMENT BOULEVARD, El Dorado Hills, CA 95762$220,221
Qualis HealthUtilization Review & Case Management10700 MERIDIAN AVE N 100, Seattle, WA 98133$177,222
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$115,891,685
Investment Income
$1,460,459
Other Revenue
$122,803
Change in Net Assets
$-677,438

Audited Revenue Reconciliation

Revenue per Audited Statements
$117,388,071
Revenue Not Reported on Financial Statements
$86,876
Revenue Not Reported on Form 990
$787,881
Total Revenue per Audited Statements
$118,175,952
Total Revenue per Form 990
$117,474,947
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,378,359
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---$112,774,026
Fees for Services Other---$4,092,175
Fees for Services Management---$770,866
Office Expenses---$244,048
Fees for Services Legal---$95,911
Fees for Service Investment Mgmnt Fees---$86,876
Fees for Services Accounting---$64,556
Insurance---$19,942
Conferences and Meetings---$2,832
Travel---$1,153
Total Functional Expenses$0$0$0$118,152,385

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$118,152,385
Expenses per Audited Statements$110,472,969
Total Expenses per Audited Statements$110,472,969
Expenses Not Reported on Financial Statements$7,679,416
Other Expense Adjustments$7,592,540
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$28,687,000
Claims and Benefits Payable and Incurred But Not Reported$17,152,932
Union Dues Payable$1,884,487
Reciprocity Payable$1,166,221
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 complete copy of this form 990 was provided to all of the trustees of the trust. In addition, a trustee reviewed the form 990 prior to filing the form with the irs.”

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
2020-05-29
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
69
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, Paart 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 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, 2019, 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 2016.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in benefit obligations 7,592,540.”

Raw XML AppendixShowing 400 of 467 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/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0787881
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt0244048
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt041115947
IRS990/OtherLiabilitiesGrp/EOYAmt048890640
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0REIMBURSEMENT OF CHANGE HEALTH CA
IRS990/OtherRevenueMiscGrp/Desc1LEGAL FEES COLLECTED
IRS990/OtherRevenueMiscGrp/Desc2INTEREST ON COLLECTIONS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0114155
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt16230
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt22261
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0114155
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt16230
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt22261
IRS990/OtherRevenueTotalAmt0122803
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt018401
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt026126
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/RelatedOrExemptFuncIncomeAmt0109761363
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14722110
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21062540
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3345672
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0109761363
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14722110
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21062540
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3345672
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0102919105
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01093865
IRS990/PYOtherExpensesAmt05104008
IRS990/PYOtherRevenueAmt030251
IRS990/PYProgramServiceRevenueAmt0104869805
IRS990/PYRevenuesLessExpensesAmt0-2029192
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0108023113
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0105993921
IRS990/ReconcilationRevenueExpnssAmt0-677438
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt027511308
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt027621751
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt07679416
IRS990ScheduleD/ExpensesSubtotalAmt0110472969
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt086876
IRS990ScheduleD/InvestmentExpensesNotIncldAmt086876
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0787881
IRS990ScheduleD/OtherExpensesNotIncludedAmt07592540
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01884487
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11166221
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt228687000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt317152932
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0UNION DUES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1RECIPROCITY PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ACCUMULATED ELIGIBILITY CREDITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3CLAIMS AND BENEFITS PAYABLE AND INCURRED BUT NOT REPORTED
IRS990ScheduleD/RevenueNotReportedAmt0787881
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt086876
IRS990ScheduleD/RevenueSubtotalAmt0117388071
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, 2019, 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 2016.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS 7,592,540.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0118152385
IRS990ScheduleD/TotalLiabilityAmt048890640
IRS990ScheduleD/TotalRevenuePerForm990Amt0117474947
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0118175952
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0110472969
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 COMPLETE COPY OF THIS FORM 990 WAS PROVIDED TO ALL OF THE TRUSTEES OF THE TRUST. IN ADDITION, A TRUSTEE REVIEWED THE FORM 990 PRIOR TO FILING THE FORM WITH THE IRS.
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 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, PAART 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/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/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/DisregardedEntityName/BusinessNameLine1Txt3PUGET SOUND CHAPTER NECA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0916180326
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1916180333
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2910267931
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3910552828
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE PENSION BENEFITS FOR ELIGIBLE EMPLOYEES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PROVIDE PENSION BENEFITS FOR ELIGIBLE EMPLOYEES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2SPONSORING LOCAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3SPONSORING ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt3N/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/AddressLine1Txt316001 AURORA AVE N SUITE 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SEATTLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SEATTLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2KENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3SHORELINE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd098124
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd198121
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd298032
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd398133
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 BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF JULY 31, 2019, THERE ARE APPROXIMATELY 195 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. AAAC ELECTRIC AC ELECTRIC SERVICE ACCURATE ELECTRIC UNLI ADVANCED HEATING & ADVANCED POWER LLC ALL CITY ELECTRIC INC ALL WIRE ELECTRIC INC ALLIED ELECTRIC SERVIC AMAYA ELECTRIC AMERICAN EAGLE SYSTEMS ANGELES ELECTRIC INC ANM ELECTRIC INC AQUALINE PLUMBING ARC ELECTRIC & LIGHTIN ARTISAN ELECTRIC INC ASHFORD ELEC & CONSTR ASTOR ELECTRIC LLC AULT ELECTRIC CO INC AULT ELECTRIC SERVICES BES ELECTRICAL SERVICE BEST TECH INC BETSCHART ELECTRIC BLUECORE POWER, LLC BOWIE ELECTRIC SERVICE BOYER ELECTRIC BRIDGE ELECTRIC BURKE ELECTRIC LLC CASCADE MACH-ELECT CEDAR GROVE COMPOSTING CETS, INC. CHAIN ELECTRIC HOLDING CHAMPION & ASSOCIATES CHUGACH FEDERAL SOLUT CLINTON & SONS ELEC IN COCHRAN ELECTRIC COLVICO INC CONTROL DYNAMICS COSCO FIRE PROTECTION CRAWFORD ELECTRIC LLC DALTON ELECTRIC CO DANARD ELECTRIC INC DATSKIY ELECTRIC, LLC DELTA ELECTRIC MOTOR DUNSTON BRADLEY INDUST DUTTON ELECTRIC CO INC E SQUARED SYSTEMS,LLC E-Z INTERFACE EDLEN ELECTRICAL ELCON CORPORATION ELECTRIC CONST CO OF ELECTRIC SMITH INC ELECTRICAL CONST CO ELECTRICAL SERVICE INC ELECTRICAL SYSTEMS ELECTRICAL UTILITY SVC ELECTROCOM S&C SYSTEMS ELM SOLUTIONS CORP., EMC ELECTRIC EPIC ELECTRIC INC. EVERGREEN POWER EVERGREEN TECHNOLOGIES EWING ELECTRIC INC FERNHORN ELECTRIC, LLC FIRESHIELD, INC FISK ELECTRIC CO FOSS MARITIME COMPANY FOX ELECTRIC CO. FOY INDUST ELECTR CORP FULLER ELECTRIC INC GB MANCHESTER, INC GENESEE FUEL & HEATING GIBSON ELECTRIC H&M ELECTRIC INC HAMPTON ELECTRIC INC HEIL ELECTRIC INC HMT ELECTRIC NORTH INC HOLADAY-PARKS, INC HOLMES ELECTRIC CO INTEGRITY NETWORKS J KEISER & ASSOC, LLC J&J ELECTRIC OF IN JH KELLY LLC JM CORP & SON, INC. JOHNSON ELECTRIC CO JUSTICE SYSTEMS KIEWIT-HOFFMAN/AJV KING CTY HOUSING AUTH KINGREX ELECTRIC, LLC KOLKAY ELECTRIC INC LAKE UNION DRYDOCK CO LAKES ELECTRIC INC LIBERTY ELECTRIC, LLC LINDER ELECTRIC LOCAL UNION 46 IBEW LONG BUILDING LUNSTRUM ELECTRIC INC MACDONALD MILLER MADSEN ELECTRIC MAIN STREET ELECT INC MARTIN LUTHER KING MASS ELECTRIC CO MB ELECTRIC MCCOY ELECTRIC CO,INC MCKINSTRY CO. LLC MD MARINE ELECT, LTD. MILL PLAIN ELECTRIC MILNE ELECTRIC INC MUZAK LLC NELSON ELECTRIC, INC. NEPPEL ELECTRICAL NETCOM, INC. NORTH SHORE ELECT INC NOVA ELECTRIC, LLC NW SIGNAL MAINTENANCE NW UTILITY SVCS., LLC OEG, INC. OLYMPIC ELEC CO., INC. PACIFIC CM PACIFIC COAST ELECTRIC PACIFIC COMM CABLING PACIFIC FISHERMEN PACIFIC SHIP REPAIR PORT OF SEATTLE POWERCOM INC PRECISION ELECT GROUP PRIDE ELECTRIC INC PRIME ELECTRIC INC PSW ELECTRIC PSW ELECTRIC 1 PUGET SOUND APPRENTICE PUGET SOUND CHAPTER PURE POWER LLC R MARTIN ELECTRIC RPL ELECTRIC, LLC RUI REFRIGERATION SAINT GOBAIN /DBA SAINT GOBAIN /DBA NER 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 SELF PAYS SEQUOYAH ELECTRIC LLC SERVICE ELECT CO INC SERVICEMARK TENANT SHIMMICK CONSTR CO INC SHJ ELECTRIC CO, INC SHORELINE CONCRETE SICE, INC. SKYLINE COMMUNICATIONS SKYLINE ELECTRIC SKYLINE ELECTRIC CO SOUND ENERGY SYSTEMS SOUND OIL CO INC SOURCE ELECTRIC LLC SOUTH SOUND ELECT INC SPHERE SOLAR ENERGY STATIC ENERGY, INC STONER ELECTRIC INC STRAITS ELECTRIC STURGEON ELECTRIC CO. SUNDANCER ELECTRIC INC SU
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS:
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt069424310
IRS990/TotalAssetsEOYAmt077338717
IRS990/TotalAssetsGrp/BOYAmt069424310
IRS990/TotalAssetsGrp/EOYAmt077338717
IRS990/TotalCompGreaterThan150KInd00

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$77,338,717
Liabilities
$49,716,966
Net assets
$27,621,751
Revenue
$117,474,947
Expenses
$118,152,385
Net income
-$677,438
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
2019Detailed filing. Detailed filing data is available for this year.$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
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