2024-11-15T16:10:52-06:00 2023-12-31 208149084 ANASTASI MOORE & MARTIN PLLC 9 S WASHINGTON ST STE 600 SPOKANE WA 99201 990 2023-01-01 467046583 WASHINGTON RETAIL HEALTH TRUST WASH 5093266885 1206 N LINCOLN STREET SUITE 200 SPOKANE WA 99201 DEBORAH BRADY TRUSTEE 5093266885 2024-11-12 1 1 PAUL ANASTASI CPA P00395796 5093230272 2024-11-12 2023 2024-10-15 13:58:12Z DEBORAH BRADY 1206 N LINCOLN STREET SUITE 200 SPOKANE WA 99201 4913661 0 X AIMSTPA.COM X 2014 WA TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPATING EMPLOYERS. 3 3 0 0 0 0 0 0 6116324 4913661 0 0 0 0 6116324 4913661 0 0 5433390 4327094 4358 4358 0 0 0 689430 550602 6127178 4882054 -10854 31607 506653 494439 134552 134896 372101 359543 TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPATING EMPLOYERS. 0 0 TO ADMINISTER THE WASHINGTON RETAIL HEALTH TRUST BENEFIT PLAN. THE PLAN PROVIDES MEDICAL, DENTAL, VISION, LIFE, ACCIDENTAL DEATH AND DISABILITY INSURANCE TO PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 16 0 1 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 1 0 0 1 1 1 1 1 0 0 1 0 0 0 0 0 0 X ASSOCIATED INDUSTRIES MGMT SERVICES 5093266885 1206 N LINCOLN SPOKANE WA 99201 DEBORAH BRADY TRUSTEE 1.00 5.00 X 1453 0 0 ROBIN HILLEARY TRUSTEE 1.00 5.00 X 1453 0 0 GAYLE LAWRENCE TRUSTEE 1.00 5.00 X 1452 0 0 JAMES DEWALT ADMINISTRATOR 1.00 39.00 X 0 275677 0 4358 275677 0 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 4913661 4913661 4913661 4913661 4913661 0 0 4327094 4358 117524 1576 17967 362300 12292 2080 INDUSTRY ENDORSEMENT 36863 4882054 362412 402577 137842 90794 6399 1068 506653 494439 36690 29764 97862 105132 134552 134896 X 372101 359543 372101 359543 506653 494439 X 31607 -44165 X 0 1 X 0 0 0 X 4917484 3823 3823 4913661 0 4913661 4882054 0 4882054 0 4882054 PART X, LINE 2: THE TRUST IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC) AS A TAX-EXEMPT ORGANIZATION AND A FAVORABLE TAX DETERMINATION LETTER HAS BEEN OBTAINED FROM THE INTERNAL REVENUE SERVICE (IRS). THE BOARD OF TRUSTEES BELIEVES THE PLAN IS DESIGNED AND HAS BEEN OPERATED THROUGH DECEMBER 31, 2023, IN COMPLIANCE WITH THE APPLICABLE PROVISIONS OF THE IRC. THE PLAN IS ALSO SUBJECT TO AUDIT OR EXAMINATION BY VARIOUS REGULATORY JURISDICTIONS. AS OF OCTOBER 9, 2024, THERE WERE NO AUDITS OR EXAMINATIONS IN PROGRESS. 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 PLAN HAS TAKEN AN UNCERTAIN TAX POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT HAS ANALYZED THE TAX 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 NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INSURANCE PROCEEDS 0 0 0 JAMES DEWALT ADMINISTRATOR 0 275677 0 0 0 0 0 0 0 0 0 275677 0 0 SCHEDULE J, PART II, LINE 1: COMPENSATION AND BENEFITS WERE PAID BY ASSOCIATED INDUSTRIES MANAGEMENT SERVICES (AIMS), A RELATED PARTY AND TPA FOR THE PLAN. ASSOCIATED INDUSTRIES MGMT SERVICES PLAN ADMIN 119141 ADMIN SERVICES 0 FORM 990, PART VI, SECTION A, LINE 3 THE TRUST CONTRACTS WITH ASSOCIATED INDUSTRIES MANAGEMENT SERVICES, INC. (AIMS) AS THE THIRD PARTY ADMINISTRATOR FOR THE TRUST AND UTILIZES AN EMPLOYEE OF AIMS AS ITS ADMINISTRATOR. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF THE TRUST ARE PARTICIPATING EMPLOYERS OF THE INDUSTRY GROUP. FORM 990, PART VI, SECTION A, LINE 7A TRUSTEES ARE NOMINATED BY THE SPONSOR AND THEN APPOINTED BY A MAJORITY VOTE OF THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE SPONSOR HAS APPROVAL OF MEMBERSHIP TERMINATION, AND THE BOARD OF THE SPONSOR HAS THE RIGHT TO APPOINT THE OFFICERS AND DIRECTORS OF THE GROUP. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS PROVIDED TO THE ADMINISTRATOR AND TRUSTEES WHO REVIEW THE FORM, SCHEDULES AND RELATED ATTACHMENTS. ANY COMMENTS OR QUESTIONS ARE ADDRESSED WITH THE PREPARER BEFORE APPROVAL OF THE 990. ONCE MANAGEMENT IS SATISFIED WITH THE 990, THE FORM 8879-TE IS SIGNED AUTHORIZING THE PREPARER TO E-FILE THE RETURN. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: INSURANCE PROCEEDS 3,823. SETTLEMENT REALLOCATION -47,988. WASHINGTON MANUFACTURING HEALTH TRUST 1206 N LINCOLN ST STE 200 SPOKANE WA 99201 467038595 VEBA WA 501(C)(9) N/A 0 WASHINGTON HEALTH INDUSTRY HEALTH TRUST 1206 N LINCOLN ST STE 200 SPOKANE WA 99201 467040854 VEBA WA 501(C)(9) N/A 0 WASHINGTON COMMERICAL CONSTRUCTION HEALTH TRUST 1206 N LINCOLN ST STE 200 SPOKANE WA 99201 467048407 VEBA WA 501(C)(9) N/A 0 WASHINGTON BUSINESS SERVICES HEALTH TRUST 1206 N LINCOLN ST STE 200 SPOKANE WA 99201 467042893 VEBA WA 501(C)(9) N/A 0 THE ASSOCIATED EMPLOYERS HEALTH & WELFARE TRUST 1206 N LINCOLN ST STE 200 SPOKANE WA 99201 916030840 PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBER ORGANIZATIONS WA 501(C)(9) N/A 0 ASSOCIATED INDUSTRIES OF INLAND NORTHWEST 1206 N LINCOLN ST STE 200 SPOKANE WA 99201 910131100 PLAN SPONSOR WA 501(C)(6) N/A 0 SERENITY HOUSE OF CLALLAM COUNTY CONTRIBUTING EMPLOYER WA 0 7 POINT HOLDINGS LLC CONTRIBUTING EMPLOYER N/A 0 0 A M SYSTEMS LLC CONTRIBUTING EMPLOYER N/A 0 0 BULLDOG MOTORS LLC CONTRIBUTING EMPLOYER N/A 0 0 CASCADE ENGINE CENTER LLC CONTRIBUTING EMPLOYER N/A 0 0 CENTRAL POWERSPORTS LLC CONTRIBUTING EMPLOYER N/A 0 0 COST LESS PHARMACY AND WELLNESS LLC CONTRIBUTING EMPLOYER N/A 0 0 EPOCH DESIGN LLC CONTRIBUTING EMPLOYER N/A 0 0 FAST MOBILE SERVICE CONTRIBUTING EMPLOYER N/A 0 0 GHOSTFISH BREWING COMPANY LLC CONTRIBUTING EMPLOYER N/A 0 0 KENS QA DBA GOJOE GILES CONTRIBUTING EMPLOYER N/A 0 0 KIMBO CAMPERS LLC CONTRIBUTING EMPLOYER N/A 0 0 LINCOLN PHARMACY LLC CONTRIBUTING EMPLOYER N/A 0 0 MARYSVILLE JEWELRY AND PAWN CONTRIBUTING EMPLOYER N/A 0 0 OPTIMISM BREWING COMPANY LLC CONTRIBUTING EMPLOYER N/A 0 0 RORI EYEWARE LLC CONTRIBUTING EMPLOYER N/A 0 0 SEATTLE RADIATOR LLC CONTRIBUTING EMPLOYER N/A 0 0 TRAYVAX ENTERPRISES LLC CONTRIBUTING EMPLOYER N/A 0 0 ASSOCIATED INDUSTRIES MANAGEMENT SERVICES INC 1206 N LINCOLN SPOKANE WA 99201 911485366 PLAN ADMIN WA N/A C 0 ADVENTURE MOTORSPORTS CONTRIBUTING EMPLOYER N/A 0 AUTO B CLEAN INC CONTRIBUTING EMPLOYER N/A 0 BLUE MOUNTAIN PHARMACY CONTRIBUTING EMPLOYER N/A 0 BRIAN HARRIS USED CARS CONTRIBUTING EMPLOYER N/A 0 CENTENNIAL TANK CLEANING INC CONTRIBUTING EMPLOYER N/A 0 COST LESS CARPET CONTRIBUTING EMPLOYER N/A 0 ELK DRUG CONTRIBUTING EMPLOYER N/A 0 EMPIRE DISTRIBUTING AND VENDING CONTRIBUTING EMPLOYER N/A 0 EXTREME TURBO SYSTEMS INC CONTRIBUTING EMPLOYER N/A 0 FALCOS INC CONTRIBUTING EMPLOYER N/A 0 FRANKS POINT S CONTRIBUTING EMPLOYER N/A 0 H H BAUER & ASSOCIATES INC CONTRIBUTING EMPLOYER N/A 0 HI TEX CORPORATION CONTRIBUTING EMPLOYER N/A 0 IRON HORSE BREWERY CONTRIBUTING EMPLOYER N/A 0 JOHNSTONE SUPPLY CONTRIBUTING EMPLOYER N/A 0 JOSH UNDERHILL FURNITURE INC CONTRIBUTING EMPLOYER N/A 0 LEAN PACK INC CONTRIBUTING EMPLOYER N/A 0 LELAND TRAILER CONTRIBUTING EMPLOYER N/A 0 LIBERTY DISTRIBUTING INC CONTRIBUTING EMPLOYER N/A 0 MOREL INDUSTRIES CONTRIBUTING EMPLOYER N/A 0 MORTON & SONS INC CONTRIBUTING EMPLOYER N/A 0 NORTH STAR AEROSPACE INC CONTRIBUTING EMPLOYER N/A 0 NORTHWEST SAFE CO INC CONTRIBUTING EMPLOYER N/A 0 QUALITY SALES INC CONTRIBUTING EMPLOYER N/A 0 SCULLEY'S AUTOMOTIVE REPAIR CONTRIBUTING EMPLOYER N/A 0 SPENCER AIRCRAFT RAW CONTRIBUTING EMPLOYER N/A 0 SPENCER AIRCRAFT SIMS CONTRIBUTING EMPLOYER N/A 0 STRIX USA INC CONTRIBUTING EMPLOYER N/A 0 SUNRISE GLASS INC CONTRIBUTING EMPLOYER N/A 0 TIMBERDOODLE COMPANY CONTRIBUTING EMPLOYER N/A 0 TIMS PHARMACY & GIFT SHOP LTD CONTRIBUTING EMPLOYER N/A 0 TRADITIONAL BIOLOGICS COMPANY CONTRIBUTING EMPLOYER N/A 0 VALLEY MARINE INC CONTRIBUTING EMPLOYER N/A 0 VICTOR & PATRICK INC CONTRIBUTING EMPLOYER N/A 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0