Civic Intelligence

Puget Sound Electrical Workers Healthcare Trust Fund

990 • Fiscal year 2022 • EIN 91-6029124

Aug 01, 2021 to Jul 31, 2022 • Filed on Jun 07, 2023

Organization ProfileWWW.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

93rd percentile

0.65x

Higher debt load relative to assets than 93% of similar nonprofits.

2022 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2022

Liabilities / Revenue

87th percentile

0.44x

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

2022 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2022

Net Margin

56th percentile

4.3%

Higher net margin than 56% of similar nonprofits.

2022 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2022

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2022 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2022

Asset Growth

65th percentile

-3.2%

Faster asset growth than 65% of similar nonprofits.

2022 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2021 to 2022

Revenue Growth

55th percentile

0.6%

Faster revenue growth than 55% of similar nonprofits.

2022 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$87,862,147

Down $2,912,682 (-3.2%) from 2021

Net Assets

Down

$31,071,378

Down $652,156 (-2.1%) from 2021

Liabilities

Down

$56,790,769

Down $2,260,526 (-3.8%) from 2021

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin56th percentile

Revenue

Up

$128,060,108

Up $707,067 (+0.6%) from 2021

Expenses

Down

$122,564,902

Down $9,414,707 (-7.1%) from 2021

Net Income

Up

$5,495,206

Up $10,121,774 (+219%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2022

Assets$87,862,147
Liabilities$56,790,769
Net Assets$31,071,378
Open 2022 Filing

Operations Trend

Revenue Growth55th 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

2022

Revenue$128,060,108
Expenses$122,564,902
Net Income$5,495,206
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
Jun 7, 2023
Return Version
2021v4.2
Gross Receipts
$281,493,946
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$71,746,116$72,768,752▲ $1,022,636
Rtn Earn Endowment Incm Other Fnds$31,723,534$31,071,378▼ $652,156
Accounts Receivable$12,964,897$10,860,354▼ $2,104,543
Cash and Non-Interest-Bearing Accounts$6,029,738$4,186,863▼ $1,842,875
Prepaid Expenses and Deferred Charges$34,078$46,178▲ $12,100
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$90,774,829$87,862,147▼ $2,912,682
Liabilities
Other Liabilities$58,123,233$55,694,983▼ $2,428,250
Deferred Revenue$790,300$829,000▲ $38,700
Accounts Payable and Accrued Expenses$137,762$266,786▲ $129,024
Total Liabilities$59,051,295$56,790,769▼ $2,260,526
Net Assets / Fund Balance
Total Net Assets Fund Balance$31,723,534$31,071,378▼ $652,156
Total Liabilities and Net Assets / Fund Balance$90,774,829$87,862,147▼ $2,912,682
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Janet LewisChairman
Gillian BurlinghamTrustee
Marv NelsonTrustee
Michael BrobergTrustee
Sean BagsbyTrustee
Barry ShermanSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Welfare & Pension Administration ServiceThird Party Administration7525 SE 24TH ST SUITE 200, Mercer Island, WA 98040$3,347,591
Premera Blue CrossClaims Administration7001 200TH SW, Mountlake Terrace, WA 98043$1,742,972
Elixir SolutionsPharmacy Benefit Management1100 INVESTMENT BOULEVARD, El Dorado Hills, CA 95762$310,508
Comagine HealthUtilization Review & Case Management10700 MERIDIAN AVE N SUITE 100, Seattle, WA 98133$222,965
Change Healthcare SolutionsClaims AdministrationPO BOX 572490, Murray, UT 84157$143,891
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$123,709,594
Investment Income
$3,679,827
Other Revenue
$670,687
Change in Net Assets
$5,495,206

Audited Revenue Reconciliation

Revenue per Audited Statements
$127,964,930
Revenue Not Reported on Financial Statements
$95,178
Revenue Not Reported on Form 990
$-6,147,362
Total Revenue per Audited Statements
$121,817,568
Total Revenue per Form 990
$128,060,108
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,779,979
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---$115,784,923
Fees for Services Other---$5,201,786
Fees for Services Management---$916,844
Office Expenses---$260,997
Fees for Services Legal---$138,127
Fees for Services Accounting---$109,734
Fees for Service Investment Mgmnt Fees---$95,178
Insurance---$42,016
Conferences and Meetings---$9,891
Information Technology---$5,406
Total Functional Expenses$0$0$0$122,564,902

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$124,125,599
Total Expenses per Audited Statements$124,125,599
Total Expenses per Form 990$122,564,902
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-1,560,697
Other Expense Adjustments$-1,655,875
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$31,704,000
Claims Payable and Incurred But Not Reported$17,263,000
Vacation Benefits Payable$2,476,915
Union Dues Payable$2,207,904
Prescription Claims Payable$1,158,269
Reciprocity Payable$884,895
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 day to day operations of the trust are managed by welfare & pension administration, inc.”

Form 990, Part VI, Section B, Line 11B

“A copy of form 990 is reviewed by the trustees prior to filing”

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

“All required documents, policies, statements, etc. Are available upon request”

FORM 990, PART VII, SECTION A, LINE 6:

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

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
Trustee
Phone
2064417574
Signed
2023-06-07
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
53
Volunteers
6

Preparer

Firm
Cliftonlarsonallen Llp
Address
10700 NORTHUP WAY SUITE 200, BELLEVUE, WA 98004
Preparer
Michael T Mead CPA
Phone
4252506100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The oversight process and method for selecting the independent auditor has not changed from prior years.”

FORM 990, PART XI, LINE 8:

“To reflect contributions receivable during june 30, 2022 plan year not on form 990 which appeared on audited financial statements.”

Financial Statement Notes

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in benefit obligations -1,655,875.”

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, 2022, 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.”

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 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.”

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.”

Raw XML AppendixShowing 400 of 476 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0137762
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0266786
IRS990/AccountsReceivableGrp/BOYAmt012964897
IRS990/AccountsReceivableGrp/EOYAmt010860354
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE HEALTH AND VACATION BENEFITS
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt0115784923
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0WELFARE & PENSION ADMINISTRATION SERVICE INC
IRS990/BooksInCareOfDetail/PhoneNum02064417574
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07525 SE 24TH ST 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0MERCER ISLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd098040
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt06029738
IRS990/CashNonInterestBearingGrp/EOYAmt04186863
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt08
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt09891
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt03347591
IRS990/ContractorCompensationGrp/CompensationAmt11742972
IRS990/ContractorCompensationGrp/CompensationAmt2310508
IRS990/ContractorCompensationGrp/CompensationAmt3222965
IRS990/ContractorCompensationGrp/CompensationAmt4143891
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt07525 SE 24TH ST SUITE 200
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt17001 200TH SW
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt21100 INVESTMENT BOULEVARD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt310700 MERIDIAN AVE N SUITE 100
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4PO BOX 572490
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0MERCER ISLAND
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1MOUNTLAKE TERRACE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2EL DORADO HILLS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3SEATTLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4MURRAY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0WA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1WA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3WA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4UT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd098040
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd198043
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd295762
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd398133
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd484157
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0WELFARE & PENSION ADMINISTRATION SERVICE
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1PREMERA BLUE CROSS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2ELIXIR SOLUTIONS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3COMAGINE HEALTH
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4CHANGE HEALTHCARE SOLUTIONS
IRS990/ContractorCompensationGrp/ServicesDesc0THIRD PARTY ADMINISTRATION
IRS990/ContractorCompensationGrp/ServicesDesc1CLAIMS ADMINISTRATION
IRS990/ContractorCompensationGrp/ServicesDesc2PHARMACY BENEFIT MANAGEMENT
IRS990/ContractorCompensationGrp/ServicesDesc3UTILIZATION REVIEW & CASE MANAGEMENT
IRS990/ContractorCompensationGrp/ServicesDesc4CLAIMS ADMINISTRATION
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0115784923
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03679827
IRS990/CYOtherExpensesAmt06779979
IRS990/CYOtherRevenueAmt0670687
IRS990/CYProgramServiceRevenueAmt0123709594
IRS990/CYRevenuesLessExpensesAmt05495206
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0122564902
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0128060108
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0790300
IRS990/DeferredRevenueGrp/EOYAmt0829000
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0PROVIDED HEALTH AND VACATION BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS AS SPECIFIED BY THE PLAN.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt053
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt0109734
IRS990/FeesForServicesLegalGrp/TotalAmt0138127
IRS990/FeesForServicesManagementGrp/TotalAmt0916844
IRS990/FeesForServicesOtherGrp/TotalAmt05201786
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt095178
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0JANET LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm1SEAN BAGSBY
IRS990/Form990PartVIISectionAGrp/PersonNm2GILLIAN BURLINGHAM
IRS990/Form990PartVIISectionAGrp/PersonNm3BARRY SHERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm4MICHAEL BROBERG
IRS990/Form990PartVIISectionAGrp/PersonNm5MARV NELSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01954
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01800246
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0155234084
IRS990/GrossReceiptsAmt0281493946
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt05406
IRS990/InsuranceGrp/TotalAmt042016
IRS990/InvestmentIncomeGrp/ExclusionAmt01879581
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01879581
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt071746116
IRS990/InvestmentsPubTradedSecGrp/EOYAmt072768752
IRS990/IRPDocumentCnt01748
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0153433838
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt04629
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt04629
IRS990/MissionDesc0PROVIDED HEALTH AND VACATION BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt031723534
IRS990/NetAssetsOrFundBalancesEOYAmt031071378
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01800246
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01800246
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-6147362
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt0260997
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt058123233
IRS990/OtherLiabilitiesGrp/EOYAmt055694983
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0ARPA COBRA SUBSIDY
IRS990/OtherRevenueMiscGrp/Desc1REFUNDS
IRS990/OtherRevenueMiscGrp/Desc2OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0642233
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt117712
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt26113
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0642233
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt117712
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt26113
IRS990/OtherRevenueTotalAmt0670687
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt034078
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt046178
IRS990/PrincipalOfficerNm0JANET LEWIS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0118963829
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14745765
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0118963829
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14745765
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0125793679
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01501153
IRS990/PYOtherExpensesAmt06185930
IRS990/PYOtherRevenueAmt0108698
IRS990/PYProgramServiceRevenueAmt0125743190
IRS990/PYRevenuesLessExpensesAmt0-4626568
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0131979609
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0127353041
IRS990/ReconcilationRevenueExpnssAmt05495206
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt031723534
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt031071378
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-1560697
IRS990ScheduleD/ExpensesSubtotalAmt0124125599
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt095178
IRS990ScheduleD/InvestmentExpensesNotIncldAmt095178
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-6147362
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-1655875
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02207904
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt117263000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt231704000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3884895
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt41158269
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt52476915
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0UNION DUES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CLAIMS PAYABLE AND INCURRED BUT NOT REPORTED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ACCUMULATED ELIGIBILITY CREDITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3RECIPROCITY PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4PRESCRIPTION CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5VACATION BENEFITS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt0-6147362
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt095178
IRS990ScheduleD/RevenueSubtotalAmt0127964930
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGE IN BENEFIT OBLIGATIONS -1,655,875.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ACCOUNTING 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, 2022, 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2THE PLAN HAS CONTRACTED WITH WELFARE & PENSION ADMINISTRATION SERVICE, INC. TO PROVIDE DAY-TO-DAY ADMINISTRATIVE SERVICES TO THE PLAN.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3A 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt5TRUSTEES 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt6THE 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt7THE 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 3:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VII, SECTION A, LINE 1A:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART V, LINE 2A, AND PART IX, LINE 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0122564902
IRS990ScheduleD/TotalLiabilityAmt055694983
IRS990ScheduleD/TotalRevenuePerForm990Amt0128060108
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0121817568
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0124125599
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE DAY TO DAY OPERATIONS OF THE TRUST ARE MANAGED BY WELFARE & PENSION ADMINISTRATION, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 IS REVIEWED BY THE TRUSTEES PRIOR TO FILING
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/ExplanationTxt3ALL REQUIRED DOCUMENTS, POLICIES, STATEMENTS, ETC. ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED TAX-EXEMPT ORGANIZATIONS IS REPORTED ON FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE PLAN ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE OVERSIGHT PROCESS AND METHOD FOR SELECTING THE INDEPENDENT AUDITOR HAS NOT CHANGED FROM PRIOR YEARS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TO REFLECT CONTRIBUTIONS RECEIVABLE DURING JUNE 30, 2022 PLAN YEAR NOT ON FORM 990 WHICH APPEARED ON AUDITED FINANCIAL STATEMENTS.
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 6:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 8:
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 AVE 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, 2022, 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. 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 APEX ELECTRICAL GROUP ARC ELECTRIC & LIGHTIN ARDAGH, DBA ST GOBAIN ARTISAN ELECTRIC INC ASHFORD ELEC & CONSTR ASSA ABLOY ENTRANCE ASTOR ELECTRIC LLC ATOMIC ELECTRIC 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 C3M POWER SYSTEMS, LLC CASCADE MACH-ELECT CHAIN ELECTRIC HOLDING CHAU ELECTRIC LLC CLINTON & SONS ELEC IN COCHRAN ELECTRIC COLVICO INC CONTROL DYNAMICS COSCO FIRE PROTECTION D&R MONITORING NETWRKS DANARD ELECTRIC INC DATSKIY ELECTRIC, LLC DELTA ELECTRIC MOTOR DUNSTON BRADLEY INDUST DUTTON ELECTRIC CO INC E SQUARED SYSTEMS,LLC EDLEN ELECTRICAL ELCON CORPORATION ELECTRIC CONST CO OF ELECTRIC SYSTEMS LLC ELECTRIC WEST INC ELECTRICAL CONST CO ELECTRICAL SERVICE INC ELECTRICAL SUPPORT CO ELECTRICAL SYSTEMS ELECTROCOM S&C SYSTEMS ELM SOLUTIONS CORP., EMC ELECTRIC 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 GENESEE FUEL & HEATING GREAT NW ELECTRIC, LLC H&M ELECTRIC INC HAMPTON ELECTRIC INC HANCO ELECTRIC, LLC HMT ELECTRIC NORTH INC HOLADAY-PARKS, INC HOLMES ELECTRIC CO INTEGRATED TECH GROUP INTEGRITY NETWORKS JACOBS TECHNOLOGY INC JAYMARC AV 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 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 MASTER ELECTRIC CO MB ELECTRIC MCCOY ELECTRIC CO,INC MCKINSTRY CO. LLC MD MARINE ELECT, LTD. MEYER SIGN MILL PLAIN ELECTRIC MILNE ELECTRIC INC MUZAK LLC NELSON ELECTRIC, INC. NETCOM, INC. NORTH SHORE ELECT INC NW SIGNAL MAINTENANCE NW UTILITY SVCS., LLC OEG, INC. OLYMPIC ELEC CO., INC. OZZ ELECTRIC WA 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 PSW ELECTRIC 1 PUGET SOUND APPRENTICE PUGET SOUND CHAPTER PURE POWER LLC RUI REFRIGERATION SABER TECHNOLOGIES LLC SAFARI ELECTRIC LLC SARE ELECTRIC INC SCANR, LLC SCHMIDT FAMILY ELECT SCHMITT ELECTRIC INC SCHNEIDER ELECTRIC INC SCOTT'S ELECTRIC SERV SEACOM CABLING INC SEAHURST ELECTRIC SEATTLE CONVENTION CTR 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 SILMAN INDUSTRIES SKYLINE COMMUNICATIONS SKYLINE ELECTRIC SKYLINE ELECTRIC MFG SOLECTRIC LLC SOUND ENERGY SYSTEMS SOUND OIL CO INC SOURCE ELECTRIC LLC SOUTH SOUND ELECT INC SPHERE SOLAR ENERGY STATIC ENERGY, INC STAUDT ELECTRIC STETNER ELECTRIC STONER ELECTRIC INC STREAMLINE SOLUTIONS STRONGHOLD ALARM SYS STURGEON ELECTRIC CO. SUNDANCER ELECTRIC INC SUNNY ELECTRIC & SYNERGY ELEC
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS:
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$87,862,147
Liabilities
$56,790,769
Net assets
$31,071,378
Revenue
$128,060,108
Expenses
$122,564,902
Net income
$5,495,206
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
2022Detailed filing. Detailed filing data is available for this year.$87.9$56.8$31.1$128$123$5.50
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$90.8$59.1$31.7$127$132$4.63
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$83.2$52.9$30.3$117$115$1.44
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$77.3$49.7$27.6$117$118$0.68
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.4$41.9$27.5$106$108$2.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.2$35.1$29.0$95.6$87.3$8.31
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)9 • $250M-$1B nonprofits