2024-11-06T14:29:14-06:00 2023-12-31 911301672 SWEENEY CONRAD PS 10210 NE POINTS DRIVE SUITE 300 KIRKLAND WA 98033 990 2023-01-01 462934809 NORTHWEST MARINE TRADE ASSOCIATION HEALTH TRUST NORT 4256417762 15375 SE 30TH PL 380 BELLEVUE WA 98007 ALEX SUTTER TRUSTEE 4256417762 2024-11-05 1 1 KRISTINA MORRISSETTE P01242961 4256291990 2024-11-05 2023 2024-10-15 13:58:12Z GEORGE HARRIS 15375 SE 30TH PL 380 BELLEVUE WA 98007 15148458 0 X N/A X 2013 WA THE PLAN PROVIDES HEALTH AND OTHER BENEFITS FOR ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. 5 0 0 5 0 0 0 0 18421726 15132934 110 15524 0 0 18421836 15148458 0 0 17812022 14679808 0 0 0 0 0 377982 327035 18190004 15006843 231832 141615 1481181 1470243 806459 653906 674722 816337 THE PLAN PROVIDES HEALTH AND OTHER BENEFITS FOR ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. 0 0 15006843 TO PROVIDE BENEFITS FOR ELIGIBLE EMPLOYEES AND DEPENDENTS ACCORDING TO THE PROVISIONS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA). 15006843 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 5 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 X EPK & ASSOCIATES INC 4256417762 15375 SE 30TH PL 380 BELLEVUE WA 98007 X GEORGE HARRIS CHAIRMAN 1.00 40.00 X X 0 202065 38484 KELLY HAWLEY TRUSTEE 1.00 40.00 X 0 0 0 ALAN BOHLING TRUSTEE 1.00 40.00 X 0 0 0 ALEX SUTTER TRUSTEE 1.00 40.00 X 0 0 0 JOHN LIVINGSTON TRUSTEE 1.00 40.00 X 0 0 0 0 202065 38484 0 0 1 0 EPK & ASSOCIATES INC 15375 SE 30TH PLACE SUITE380 BELLEVUE WA 98007 ADMINISTRATIVE SERVICE PROVIDER 272632 1 CONTRIBUTIONS 900099 15019244 15019244 COBRA CONTRIBUTIONS 900099 113690 113690 15132934 15524 15524 15148458 15132934 0 15524 14679808 14679808 272632 272632 2964 2964 15500 15500 26337 26337 9595 9595 IDENTITY THEFT INSURANC 7 7 15006843 15006843 0 0 1316263 1309845 164918 145184 0 15214 1481181 1470243 806459 653906 806459 653906 X 0 0 0 0 674722 816337 674722 816337 1481181 1470243 141615 0 X 0 1 X 1 0 0 PREMIUMS PAYABLE 653906 653906 X 15148458 0 15148458 0 15148458 15159396 0 15159396 -152553 -152553 15006843 PART X, LINE 2: THE PLAN RECEIVED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED JUNE 1, 2015, STATING THAT THE PLAN IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). THE BOARD OF TRUSTEES BELIEVES THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THEY BELIEVE THAT THE PLAN WAS TAX-EXEMPT AS OF THE FINANCIAL-STATEMENT DATE; THEREFORE, NO PROVISION FOR INCOME TAX HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023. THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF THE LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, AND THE PLAN COULD BE SUBJECT TO INCOME TAX IF CERTAIN ISSUES WERE FOUND BY THE IRS THAT COULD RESULT IN THE DISQUALIFICATION OF THE PLAN'S TAX-EXEMPT STATUS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN PREMIUMS PAYABLE -152,553. 0 0 0 GEORGE HARRIS CHAIRMAN 0 179065 0 20000 0 3000 0 11944 0 26540 0 240549 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE DAY TO DAY OPERATIONS OF THE TRUST ARE DELEGATED TO A THIRD PARTY ADMINISTRATOR, EPK & ASSOCIATES, INC. THE BOARD RETAINS ULTIMATE RESPONSIBLILITY FOR THE OPERATION OF THE TRUST. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED AND APPROVED BY THE SIGNING TRUSTEE AND THIRD-PARTY ADMINISTRATOR BEFORE FILING. FORM 990, PART VI, SECTION C, LINE 19 NO OTHER DOCUMENTS ARE AVAILABLE TO THE PUBLIC. FORM 990, PART VII, LINE 1A EXPLANATION: NO TRUSTEES ARE COMPENSATED BY THE HEALTH TRUST. CERTAIN TRUSTEES ARE EMPLOYED BY FOR-PROFIT CONTRIBUTING EMPLOYERS, WHICH ARE DEFINED AS RELATED PARTIES IN THE INSTRUCTIONS TO SCHEDULE R,BUT THEIR RELATED ORGANIZATION COMPENSATION IS NOT REQUIRED TO BE REPORTED DUE TO THE VOLUNTEER EXCEPTION IN THE INSTRUCTIONS TO FORM 990 PART VII. 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