Civic Intelligence

Puget Sound Electrical Workers Healthcare Trust Fund

990 • Fiscal year 2020 • EIN 91-6029124

Aug 01, 2019 to Jul 31, 2020 • Filed on Jun 04, 2021

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

95th percentile

0.64x

Higher debt load relative to assets than 95% of similar nonprofits.

2020 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2020

Liabilities / Revenue

89th percentile

0.45x

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

2020 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2020

Net Margin

37th percentile

1.2%

Higher net margin than 37% of similar nonprofits.

2020 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2020

Top Officer Pay

37th percentile

$1

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2020

Asset Growth

43rd percentile

7.5%

Faster asset growth than 43% of similar nonprofits.

2020 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2019 to 2020

Revenue Growth

50th percentile

-0.8%

Faster revenue growth than 50% of similar nonprofits.

2020 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$83,160,928

Up $5,822,211 (+7.5%) from 2019

Net Assets

Up

$30,252,576

Up $2,630,825 (+9.5%) from 2019

Liabilities

Up

$52,908,352

Up $3,191,386 (+6.4%) from 2019

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin37th percentile

Revenue

Down

$116,534,101

Down $940,846 (-0.8%) from 2019

Expenses

Down

$115,099,038

Down $3,053,347 (-2.6%) from 2019

Net Income

Up

$1,435,063

Up $2,112,501 (+312%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2020

Assets$83,160,928
Liabilities$52,908,352
Net Assets$30,252,576
Open 2020 Filing

Operations Trend

Revenue Growth50th 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

2020

Revenue$116,534,101
Expenses$115,099,038
Net Income$1,435,063
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Jun 4, 2021
Return Version
2019v5.2
Gross Receipts
$257,211,193
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$65,705,168$70,818,582▲ $5,113,414
Rtn Earn Endowment Incm Other Fnds$27,621,751$30,252,576▲ $2,630,825
Accounts Receivable$10,553,361$10,894,972▲ $341,611
Cash and Non-Interest-Bearing Accounts$1,054,062$1,415,917▲ $361,855
Prepaid Expenses and Deferred Charges$26,126$31,457▲ $5,331
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$77,338,717$83,160,928▲ $5,822,211
Liabilities
Other Liabilities$48,890,640$52,064,252▲ $3,173,612
Deferred Revenue$751,000$745,100▼ $5,900
Accounts Payable and Accrued Expenses$75,326$99,000▲ $23,674
Total Liabilities$49,716,966$52,908,352▲ $3,191,386
Net Assets / Fund Balance
Total Net Assets Fund Balance$27,621,751$30,252,576▲ $2,630,825
Total Liabilities and Net Assets / Fund Balance$77,338,717$83,160,928▲ $5,822,211
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

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

Board Members and Trustees

NameTitle
Janet LewisTrustee/chairman
Gillian BurlinghamTrustee
Marv NelsonTrustee
Michael BrobergTrustee
Sean BagsbyTrustee
Bud AllberyTrustee - Past
Karlena AllberyTrustee - Past
Barry ShermanTrustee/secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Welfare & Pension Administration ServiceAdministrative Services, Claims Processi7525 SE 24TH STREET 200, Mercer Island, WA 98040$2,607,676
Premera Blue CrossClaims Administration7001 200TH SW, Mountlake Terrace, WA 98043$1,514,435
Elixir SolutionsPharmacy Benefit Management1100 INVESTMENT BOULEVARD, El Dorado Hills, CA 95762$233,040
Comagine HealthUtilization Review & Case Management10700 MERIDIAN AVE N 100, Seattle, WA 98133$112,224
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$115,101,583
Investment Income
$1,408,893
Other Revenue
$23,625
Change in Net Assets
$1,435,063

Audited Revenue Reconciliation

Revenue per Audited Statements
$116,441,247
Revenue Not Reported on Financial Statements
$92,854
Revenue Not Reported on Form 990
$1,195,762
Total Revenue per Audited Statements
$117,637,009
Total Revenue per Form 990
$116,534,101
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,893,693
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---$109,205,345
Fees for Services Other---$4,552,565
Fees for Services Management---$834,351
Office Expenses---$214,686
Fees for Service Investment Mgmnt Fees---$92,854
Fees for Services Legal---$84,603
Fees for Services Accounting---$69,715
Insurance---$29,864
Conferences and Meetings---$14,007
Travel---$1,048
Total Functional Expenses$0$0$0$115,099,038

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$115,099,038
Expenses per Audited Statements$111,792,144
Total Expenses per Audited Statements$111,792,144
Expenses Not Reported on Financial Statements$3,306,894
Other Expense Adjustments$3,214,040
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$30,510,000
Claims and Benefits Payable and Incurred But Not Reported$18,543,972
Union Dues Payable$1,993,054
Reciprocity Payable$1,017,226
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“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
2021-06-04
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
63
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 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, 2020, 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 2017.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in benefit obligations 3,214,040.”

Raw XML AppendixShowing 400 of 474 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/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1PREMERA BLUE CROSS
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IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE - PAST
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt070818582
IRS990/IRPDocumentCnt01684
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0140677092
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt0452
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0452
IRS990/MissionDesc0PROVIDE HEALTH AND VACATION BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt027621751
IRS990/NetAssetsOrFundBalancesEOYAmt030252576
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt050629
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt050629
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01195762
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt0214686
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt048890640
IRS990/OtherLiabilitiesGrp/EOYAmt052064252
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0REFUNDS
IRS990/OtherRevenueMiscGrp/Desc1LEGAL FEES COLLECTED
IRS990/OtherRevenueMiscGrp/Desc2SECURITIES LITIGATION
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt012320
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt16963
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt23890
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt012320
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt16963
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt23890
IRS990/OtherRevenueTotalAmt023625
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt026126
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt031457
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/Desc2MEDICARE PART D DRUG
IRS990/ProgramServiceRevenueGrp/Desc3PRESCRIPTION REBATES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0109471306
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14805584
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2482211
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3342482
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0109471306
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14805584
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2482211
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3342482
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0112774026
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01460459
IRS990/PYOtherExpensesAmt05378359
IRS990/PYOtherRevenueAmt0122803
IRS990/PYProgramServiceRevenueAmt0115891685
IRS990/PYRevenuesLessExpensesAmt0-677438
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0118152385
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0117474947
IRS990/ReconcilationRevenueExpnssAmt01435063
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt027621751
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt030252576
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt03306894
IRS990ScheduleD/ExpensesSubtotalAmt0111792144
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt092854
IRS990ScheduleD/InvestmentExpensesNotIncldAmt092854
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01195762
IRS990ScheduleD/OtherExpensesNotIncludedAmt03214040
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01993054
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11017226
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt230510000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt318543972
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/RevenueNotReportedAmt01195762
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt092854
IRS990ScheduleD/RevenueSubtotalAmt0116441247
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, 2020, 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 2017.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS 3,214,040.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0115099038
IRS990ScheduleD/TotalLiabilityAmt052064252
IRS990ScheduleD/TotalRevenuePerForm990Amt0116534101
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0117637009
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0111792144
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, 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/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, 2020, THERE ARE APPROXIMATELY 171 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 AC ELECTRIC SERVICE ADVANCED HEATING ADVANCED POWER LLC ALL CITY ELECTRIC INC ALL WIRE ELECTRIC INC ALLIED ELECTRIC SERVIC AMAYA ELECTRIC ANGELES ELECTRIC INC ANM ELECTRIC INC ARC ELECTRIC & LIGHTING ARTISAN ELECTRIC INC ASHFORD ELEC & CONSTR ASTOR ELECTRIC LLC 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 CHAIN ELECTRIC HOLDING CHAMPION & ASSOCIATES CLINTON & SONS ELEC IN COCHRAN ELECTRIC COLVICO INC CONTROL DYNAMICS COSCO FIRE PROTECTION CRAWFORD ELECTRIC LLC DANARD ELECTRIC INC DATSKIY ELECTRIC, LLC DELTA ELECTRIC MOTOR DRAKE ELECTRIC INC. DUTTON ELECTRIC CO INC E SQUARED SYSTEMS,LLC ELCON CORPORATION ELECTRIC SYSTEMS LLC ELECTRICAL CONST CO ELECTRICAL SERVICE INC ELECTRICAL SYSTEMS ELECTROCOM S&C SYSTEMS ELM SOLUTIONS CORP., EMC ELECTRIC ENTRANCE CONTROLS EPIC ELECTRIC INC. EVERGREEN POWER EVERGREEN TECHNOLOGIES EWING ELECTRIC INC E-Z INTERFACE FIRESHIELD, INC FOSS MARITIME COMPANY FOX ELECTRIC CO. FOY INDUST ELECTR CORP FULLER ELECTRIC INC GBMR ELECTRIC, LLC GENESEE FUEL & HEATING H&M ELECTRIC INC HAMPTON ELECTRIC INC HMT ELECTRIC NORTH INC HOLADAY-PARKS, INC HOLMES ELECTRIC CO INTEGRATED TECH GROUP INTEGRITY NETWORKS ION ELECTRIC, LLC JACOBS TECHNOLOGY INC JH KELLY LLC JM CORP & SON, INC. JOHNSON ELECTRIC CO JUSTICE SYSTEMS KIEWIT INFRA WEST KIEWIT-HOFFMAN/AJV KING CTY HOUSING AUTH KOLKAY ELECTRIC INC LAKE UNION DRYDOCK CO LIBERTY ELECTRIC, LLC LINDER ELECTRIC LOCAL UNION 46 IBEW LONG BUILDING LUNSTRUM ELECTRIC INC MACDONALD MILLER MADSEN ELECTRIC MAIN STREET ELECT INC MARK ADAMS ELECTRIC MARTIN LUTHER KING MASS ELECTRIC CO MASTER ELECTRIC CO MB ELECTRIC MCCOY ELECTRIC CO,INC MCKINSTRY CO. LLC MD MARINE ELECT, LTD. MILNE ELECTRIC INC MUZAK LLC NELSON ELECTRIC, INC. NETCOM, INC. NORTH SHORE ELECT INC NOVA ELECTRIC, LLC NW SIGNAL MAINTENANCE NW UTILITY SVCS., LLC OEG, INC. OLYMPIC ELEC CO., INC. PACIFIC COAST ELECTRIC PACIFIC COMM CABLING PACIFIC FISHERMEN PACIFIC SHIP REPAIR PORT OF SEATTLE POWERCOM INC PRECISION ELECT GROUP PRIME ELECTRIC INC PSW ELECTRIC 1 PURE POWER LLC R MARTIN ELECTRIC SAFARI ELECTRIC LLC SAINT GOBAIN /DBA SARE ELECTRIC INC SCHMIDT FAMILY ELECT SCHMITT ELECTRIC INC SCHNEIDER ELECTRIC INC SCOTT'S ELECTRIC SERV SEACOM CABLING INC SEAHURST ELECTRIC SEATTLE HOUSING AUTHOR SEATTLE TIMES SEATTLE UNIVERSITY SEQUOYAH ELECTRIC LLC SERVICE ELECT CO INC SERVICEMARK TENANT SHIMMICK CONSTR CO INC SHJ ELECTRIC CO, INC SHORELINE CONCRETE SHORELINE SCHOOL DIST SKYLINE COMMUNICATIONS SKYLINE ELECTRIC CO SME ELECTRICAL SOUND ENERGY SYSTEMS SOUND OIL CO INC SOURCE ELECTRIC LLC SOUTH SOUND ELECT INC SPHERE SOLAR ENERGY STATIC ENERGY, INC STONER ELECTRIC INC STURGEON ELECTRIC CO. SUNDANCER ELECTRIC INC SUNNY ELECTRIC TEKNON GOV'T SERVICES TESLA ELECTRIC, LLC THE FIBER GUYS LLC THE JUICE COMPANY THOMPSON ELECTR CONST TITAN EARTHWORK LLC TITAN ELECTRIC INC TOTEM ELECTRIC OF TRANSCON COMPANY, LLC TRANSPORTATION SYSTEMS TRIBAL ELECTRIC, LLC TST INC/DBA TRAVERS TST/TRAVERS ELECTRIC TUBE ART DISPLAYS INC UNION SQUARE TENANT UNITED STATES ELECTRIC VALLEY ELECTRIC CO VECA ELECTRIC & TECH VIEWLANDS ELECTRIC VIGOR SHIPYARDS VP ELECTRI
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS:
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$83,160,928
Liabilities
$52,908,352
Net assets
$30,252,576
Revenue
$116,534,101
Expenses
$115,099,038
Net income
$1,435,063
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
2020Detailed filing. Detailed filing data is available for this year.$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
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