2025-11-03T11:22:21-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2024-01-01 910611843 NW PLUMBERS & PIPEFITTERS HEALTH FUND NWPL 2064417574 PO BOX 34203 SEATTLE WA 98124 TODD TAYLOR CHAIRMAN 2064417574 2025-10-30 1 0 TODD M STOKES CPA P01451940 4252506100 2025-10-28 2024 2025-03-06 01:10:19Z X TODD TAYLOR PO BOX 34203 SEATTLE WA 98124 63549389 0 X WWW.NWPLUMBERSTRUST.COM X 1962 WA TO PROVIDE HEALTH AND WELFARE, DENTAL AND VACATION BENEFITS TO QUALIFIED PARTICIPANTS 8 4 34 8 0 0 0 0 31722844 30844076 861976 2178656 31753 135979 32616573 33158711 0 0 28528795 28490779 33071 32602 0 0 0 1722685 2303861 30284551 30827242 2332022 2331469 46638614 53110619 8745936 12186103 37892678 40924516 TO PROVIDE HEALTH, DENTAL AND VACATION BENEFITS TO QUALIFIED PARTICIPANTS 0 0 DISBURSEMENTS NEEDED TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN. 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 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 230 0 1 34 1 0 0 0 0 0 0 0 0 X 8 4 0 1 1 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X HOLLY GARCIA 2064417574 7525 SE 24TH STREET SUITE 200 MERCER ISLAND WA 98040 X TODD TAYLOR CHAIRMAN 1.00 X X 7420 0 0 PAUL THIBODAUX SECRETARY 1.00 X X 3787 0 0 KEVIN DOLAN TRUSTEE 1.00 X 9625 0 0 BRETT WIDEMAN TRUSTEE 1.00 X 4704 0 0 JESSE GRAY TRUSTEE 1.00 X 7065 0 0 DAVID NELSON TRUSTEE 1.00 X 0 0 0 PAT ROBERTS TRUSTEE 1.00 X 0 0 0 ROBIN COWPER TRUSTEE 1.00 X 0 0 0 32601 0 0 0 0 0 0 WELFARE & PENSION ADMIN SERVICE INC PO BOX 34203 SEATTLE WA 98124 THIRD PARTY ADMINISTRATOR 794460 PREMERA PO BOX 327 SEATTLE WA 98111 CLAIMS ADMINISTRATOR 344095 BARLOW & COUGHRAN PS COLUMBIA TOWER 701 FIFTH AVENUE 4 SEATTLE WA 98104 ATTORNEY 102235 RAEL & LETSON DEPT LA 24736 PASADENA CA 98115 ACTUARY 101459 4 EMPLOYER CONTRIBUTIONS 900099 27650314 27650314 PARTICIPANT CONTRIBUTIONS 900099 3193762 3193762 30844076 873045 873045 31696289 30390678 1305611 1305611 1305611 OTHER INCOME 900099 135979 135979 135979 33158711 30980055 0 2178656 28490779 32602 1181557 102235 69472 85912 168632 71363 9955 37007 27356 BAD DEBT EXPENSE 507721 CHANGE HEALTHCARE SERVI 21821 PCORI FEES 12184 DUES AND REGISTRATION F 6406 2240 30827242 9460636 12233379 1758531 2613319 4669869 5503650 31063 44204 30718515 32716067 46638614 53110619 284336 296203 8461600 11889900 8745936 12186103 X 0 0 0 0 37892678 40924516 37892678 40924516 46638614 53110619 2331469 700369 0 X X 0 1 X 1 0 0 CLAIMS PAYABLE 434700 CLAIMS INCURRED BUT NOT REPORTED 6215200 ACCUMULATED ELIGIBILITY CREDITS 5240000 11889900 X 33773168 700369 700369 33072799 85912 85912 33158711 27313030 0 27313030 85912 3428300 3514212 30827242 PART X, LINE 2: 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 POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS 3,428,300. FORM 990, PART VI, SECTION A, LINE 3 THE PLAN CONTRACTS WELFARE & PENSION ADMINISTRATION SERVICE, INC., AS THE THIRD-PARTY ADMINISTRATOR OF THE PLAN, WHO OVERSEES ALL DAY TO DAY OPERATIONS. FORM 990, PART VI, SECTION A, LINE 4 ON FEBRUARY 26, 2024, THE BOARD OF TRUSTEES AMENDED THE TRUST AGREEMENT TO CHANGE THE NAME OF THE TRUST AND PLAN FROM THE NORTHWEST PLUMBING AND PIPEFITTING INDUSTRY HEALTH, WELFARE, AND VACATION TRUST TO THE NW PLUMBERS & PIPEFITTERS HEALTH FUND. AMENDMENT NUMBER 2 CHANGING THE NAME WAS EFFECTIVE JANUARY 1, 2024. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PROVIDED TO THE BOARD OF TRUSTEES, BY E-MAIL, FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES ARE REQUIRED TO PROVIDE ANNUAL WRITTEN REPRESENTATIONS REGARDING ANY CONFLICT OF INTERESTS THEY ARE AWARE OF. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN DOCUMENT, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PARTICIPANTS AND PUBLIC UPON REQUEST. FORM 990; PART VII, SECTION A, LINE 6 TRUSTEES ARE NOT COMPENSATED BY THE TRUST. TRUSTEES ARE REIMBURSED FOR WAGES LOST AS A RESULT OF ATTENDING A TRUST MEETING, PROVIDED THAT SUCH REIMBURSEMENT SHALL NOT EXCEED THE MAXIMUM RATE SET FOURTH IN THE THEN-CURRENT COLLECTIVE BARGAINING AGREEMENT COVERING THE PPC JURISDICTION. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED TAX-EXEMPT ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE IRS BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE PLAN ADMINISTRATOR. FORM 990, LINE XII, LINE 2C: THE BOARD OF TRUSTEES ASSUMES OVERSIGHT RESPONSIBILITY FOR THE ANNUAL INDEPENDENT AUDIT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART V, LINE 2A AND PART IX, LINE 4 THE PLAN PROVIDES TAXABLE TIME LOSS BENEFITS TO ELIGIBLE PARTICIPANTS AND REPORTS THOSE BENEFITS ON FORM W-2. THESE BENEFITS ARE INCLUDED ON FORM 990, PART IX, LINE 4. UNITED ASSN PLUMBING & PIPEFITTING INDUSTRY LOCAL 44 3915 E MAIN AVENUE SPOKANE WA 99202 910449325 SPONSORING LOCAL / CONTRIBUTING EMPLOYER WA 501(C)(5) N/A N/A 0 UNITED ASSOC PLUMBERS & PIPEFITTING INDUSTRY LOCAL UNION NO 26 780 CHRYSLER DRIVE BURLINGTON WA 98233 460470876 SPONSORING LOCAL / CONTRIBUTING EMPLOYER WA 501(C)(5) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTI-EMPLOYER TRUST THAT PROVIDES HEALTH BENEFITS TO ELIGIBLE EMPLOYEES ND THEIR DEPENDENTS. AS OF DECEMBER 31, 2024, THERE ARE APPROXIMATELY 97 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. ACCO ENGINEERED ADEPT MECHANICAL AIR ANDERSON, INC ALLIANT SYSTEMS LLC APCCO APOLLO SHEETMETAL, INC APPLIED PROCESS AUBURN MECHANICAL, INC BARIN GROUP BERING INDUSTRIAL BETSCHART MECHANICAL INC BLACK LAKE PLUMBING LLC BLYTHE PLUMBING & HEATING, INC BMWC CONSTRUCTORS, INC BRAGG INVEST CO INC BRATONIA MECHANICAL C.R. MEYER AND SONS CARR ELECTRICAL TECHNOLOGY, INC. CARRIER COMM. SERVICES COLOMBO SALES & ENGINEERING INC CONSTRUCTION SOLUTIONS DIAMOND PLUMBING & HEATING DM KELLY MECHANICAL INC EAGLE HARBOR ASSOC LLC EVERGREEN STATE SHEET METAL, INC. GENERAL CONSTRUCTION GENERAL MECHANICAL INC GLOBAL SCAFFOLD GRAYSAM INDUSTRIAL SVC HARRIS PACIFIC NORTHWEST LLC HASKELL CO HAWK MECHANICAL HERMANSON COMPANY LLP HMS COMMERCIAL SERVICES, INC HOFFMAN MECHANICAL HOLADAY-PARKS, INC HOLMBERG COMPANY HONEYWELL INC HOOVER COMMERCIAL REFRIGERATION, INC ICONBIM LLC INLAND EMPIRE JATC J.H. KELLY LLC J.R. MERIT, INC J.W. FOWLER JAMAR COMPANY JOHNSON CONTROLS, INC JUSTUS MECHANICAL LLC KIEL MECHANICAL KING SOFT WATER CO L P & H MECHANICAL CO LINDSAY-JOHNSON MECHANICAL LOY CLARK PIPELINE CO MACDONALD-MILLER MACKIN & LITTLE, INC MADDEN MECHANICAL, INC MCCLINTOCK & TURK, INC MCKINSTRY CO, LLC MESA ENERGY SYSTEMS NORTHWEST CONTROL CO NPL CONSTRUCTION CO. PCI ENERGY SVS LLC PERFORMANCE MECHANICAL PERMACOLD ENGINEERING INC PIPEWORKS MECHANICAL PLATINUM INDUSTRIAL PORT OF LONGVIEW POWERTEK ELECTRIC INC PRECISION PIPE FABRICATORS INC PROFESSIONAL PIPING PSF MECHANICAL, INC. RAYBELL PLUMBING REDLINE MECHANICAL RIDGECREEK PLUMBING RM MECHANICAL SCHULTZ INDUSTRIAL SERVICES INC SHINN MECHANICAL, INC SJS MECHANICAL, LLC SKAGIT PLUMBING SNELSON COMPANIES, INC SNO VALLEY PROCESS SOLUTIONS, INC SOUND MECHANICAL, INC SPECIALTY WELDING AND TURNAROUNDS LLC STATE MECHANICAL CO STIRRETT JOHNSEN, INC SUNSET AIR, INC. T.R.S.C INC TOTAL MECHANICAL, INC TRANE COMPANY UNIVERSITY MECHANICAL UA LOCAL 26 JATC (EDUCATIONS DEVELOPMENT TRUST) UPS INDUSTRIAL SERVICE OF CALIFORNIA, INC VET FIRST MECHANICAL WASHINGTON STATE ASSOCIATION OF THE US PLUMBERS, PIPEFITTERS, SPRINKLERFITTERS WCI PLUMBING, LLC WEST COAST MECHANICAL WESTERN MECHANICAL SYSTEMS, INC. WILLIAMS MECHANICAL INC