2024-11-15T16:11:05-06:00 2023-12-31 208149084 ANASTASI MOORE & MARTIN PLLC 9 S WASHINGTON ST STE 600 SPOKANE WA 99201 990 2023-01-01 916030840 THE ASSOCIATED EMPLOYERS HEALTH & WELFARE TRUST ASSO 5093266885 1206 N LINCOLN STREET SUITE 200 SPOKANE WA 99201 DEBORAH BRADY TRUSTEE 5093266885 2024-11-15 1 1 PAUL ANASTASI CPA P00395796 5093230272 2024-11-15 2023 2024-10-15 13:58:12Z DEBORAH BRADY 1206 N LINCOLN STREET SUITE 200 SPOKANE WA 99201 3331 0 X AIMSTPA.COM X 1954 WA TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPATING EMPLOYERS IN INDUSTRY TRUSTS. 3 3 0 0 0 0 0 0 0 0 335 3331 0 0 335 3331 0 0 0 0 6091 6090 0 0 0 61228 47513 67319 53603 -66984 -50272 1495422 2065027 610159 588722 885263 1476305 TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPATING EMPLOYERS IN INDUSTRY TRUSTS. 0 0 TO OWN THE GROUP VISION, LIFE, DISABILITY, AND DENTAL INSURANCE CONTRACTS, WHICH PROVIDE BENEFITS TO PARTICIPANTS IN THE SPONSORED INDUSTRY TRUSTS. 0 0 0 0 0 0 0 0 0 0 0 0 1 0 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 6 0 1 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 1 0 0 1 1 0 1 1 0 0 0 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 2030 0 0 ROBIN HILLEARY TRUSTEE 1.00 5.00 X 2030 0 0 GAYLE LAWRENCE TRUSTEE 1.00 5.00 X 2030 0 0 JAMES DEWALT ADMINISTRATOR 1.00 39.00 X 0 275677 0 6090 275677 0 0 0 1 0 0 3331 3331 3331 0 0 3331 X 6090 7803 17187 22513 10 53603 X 160000 131129 771116 739884 6501 1166 7766 1494 550039 1191354 1495422 2065027 610159 588722 610159 588722 X 885263 1476305 885263 1476305 1495422 2065027 X -50272 639073 2241 X 0 1 X 0 0 0 RATE STABILIZATION RESERVES 1191354 1191354 X 5572 2241 2241 3331 0 3331 53603 0 53603 0 53603 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S NET ASSETS IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC) AS A TAX-EXEMPT ORGANIZATION. A FAVORABLE TAX DETERMINATION LETTER HAS BEEN OBTAINED FROM THE INTERNAL REVENUE SERVICE (IRS). THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE BOARD OF TRUSTEES AND THE PLAN SPONSOR BELIEVE THE PLAN, AS AMENDED, AND RELATED TRUST CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. 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. THE PLAN SPONSOR 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: RATE STABILIZATION ADJUSTMENT 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. 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 THE TRUST HAS VOTING MEMBERS. VOTING MEMBERSHIP IS AVAILABLE TO PARTICIPATING EMPLOYERS OF THE INDUSTRY TRUSTS IN THE STATE OF WASHINGTON. FORM 990, PART VI, SECTION A, LINE 7A ONE OR MORE TRUSTEES SHALL BE APPOINTED BY THE CEO/PRESIDENT OF THE ASSOCIATION. 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, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G INDEPENDENT FIDUCIARY FEES 22,513. FORM 990, PART XI, LINE 8: PRIOR PERIOD ADJUSTMENTS TOTAL ADJUSTMENT AMOUNT REFLECTS A PRIOR YEAR CHANGE IN RATE STABILIZATION RESERVES (OTHER ASSETS). FORM 990, PART XI, LINE 9: RATE STABILIZATION ADJUSTMENT 2,241. WASHINGTON COMMERCIAL CONSTRUCTION HEALTH TRUST 1206 N LINCOLN ST STE 200 SPOKANE WA 99201 467048407 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 RETAIL HEALTH TRUST 1206 N LINCOLN ST STE 200 SPOKANE WA 99201 467046583 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 WASHINGTON MANUFACTURING HEALTH TRUST 1206 N LINCOLN ST STE 200 SPOKANE WA 99201 467038595 VEBA 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 ASSOCIATED INDUSTRIES MANAGEMENT SERVICES INC 1206 N LINCOLN SPOKANE WA 99201 911485366 PLAN ADMIN WA N/A C 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0